BERJAYA CORPORATION BHD
KLSE (MYR): BJCORP (3395)
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Last Price
0.32
Today's Change
+0.005 (1.59%)
Day's Change
0.31 - 0.32
Trading Volume
15,174,400
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2024-11-06
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Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
scanluver
1,048 posts
Posted by scanluver > 2022-01-20 21:32 | Report Abuse
LOL, Batikman is either selling snake oil or completely out of touch with reality. Challenge Shopee? I'm sure he is referring to their own BInfinite app. Prior to the rebranding, BInfinite was formerly known as BLoyalty and it has been around for a decade. The problem with this company is that it is run by an Empress and a bunch of incompetent cronies. Again take on Shopee? Let's take a look:
1. @Asia88 Krispy Kreme management is fully aware, as a matter of fact every BCorp sister company has been avoiding BInfinite like a plague.
2. Still not convinced, take a look at the app rating on Apple's AppStore. It's self-explanatory.
RM7.50? It can't even get past 0.26. I have never seen a CEO publicly come up with their own share price predictions. Desperate times calls for desperate measures? :D
Bettyem EQUITY
✨ BJCORP and the Mythical 3,000% Upside - Part 4
How BJCORP can potentially challenge Shopee Malaysia for the domestic e-commerce marketplace crown
Aaron Pek
Jan 17
Over the past several equity research reports about BJCORP, we explored the conservative base-case investment thesis for BJCORP with a 300% upside - and performed a deep-dive three statement analysis into the conglomerate.
However, until now we have omitted the low-probability blue-sky scenario investment thesis with a 3,000% upside - which we first discussed in Part 1. However the stratospheric upside warrants that we at least explore its feasibility.
In this report, we shall do some spelunking into how BJCORP could potentially pull together the dizzying array of business assets under its stable to form a credible challenger to the domestic e-commerce arm of SEA Ltd - Shopee Malaysia.
We also perform a cursory valuation analysis which attempts to determine whether attaining a 3,000% upside in this scenario is realistic or not. Spoiler: it is.
In my Part 1 report, we saw how BJCORP’s newly minted CEO Jalil publicly opined in a radio interview that he thought BJCORP’s intrinsic value was worth closer to RM 7.50 per share. The obvious spanner in the works here is that that valuation stands in stark contrast to BJCORP’s current share price of just RM 0.25 per share - implying that there exists a potential 3,000% upside.
Since then, I’ve also been repeatedly hinting at how I thought that one of their listed Berjaya companies SEM (7-11 Malaysia) was the Rosetta Stone under Berjaya’s huge stable of assets which could potentially unlock this magnificent upside. Just to illustrate how colossal a 3,000% upside is, that’s a 222% CAGR even if it took them 10 years to unlock this stratospheric valuation. You could invest $50,000 today and retire a millionaire (post-inflation) after 10 years - without having to lift a finger in between.
In this final conclusion to wrap up our bottomless analysis into BJCORP over the past month, we are going to explore how this mythical otherworldly upside could potentially be achieved.