itu punya content manyak mirip lor.....lu kasi itu skrip kar? apasal lu pergi kommit suicide karacter ? hamilang buli u? ... katappa Malaysia AC leader sales normalizing, it is a fact. If the AC sales missing target, the insulation for the AC units will normalize. When I mention leader, I am referring to Group Associate / Daikin.
look for Asia / Ocenia segment report , there is no direct figure from Malaysia but at least you will get a rough indication ahead.
"In residential use, we experienced a reversal from the sharp increase in demand from the previous year in Vietnam, Thailand, Indonesia, and Malaysia, and sales significantly decreased" 17/08/2017 00:16 ....
katappa this is the deduction on the AC / insulation market.
AC sales highly related to the property sector especially housing / residential. The sales of housing have been slowing down ever since BNM imposed curbing on the DIBS at 2014, there have been a thematic play on property before the curbing.
The above statement sound not so correct right ? How can AC sales related to property when AC/insulation have been recorded a superb results from 2014 to recent year 2017?
Here is the catch in my opinion. When do you install your AC unit during the construction stage ? Normally after the key handed over or it is normally installed at the end stage of the construction cycle if you are offered the units in SPA.
landed unit construction period = 24 months, + 6 month delays mix development / service apartment construction period = 36-48 months, + 6 months delays
The good sales reported for AC/insulation market since 2014 till now have been on sales of good days for property sector before 2014 curbing.
Moving forward AC / insulation will normalize in my opinion because the sales is lagging property sector by 24-36 months approximately. 18/08/2017 08:05
Superlon has been continously improve its revenue and profit for the last 5 years at CAGR of 40% and in my opinion will continue to generate satisfactory growth years to come. If we look at the latest annual report we will notice there's a huge increase in inventory(raw material) from 5mil 2016 to 14mil 2017 which usually is a sign of growing sales order. The trend in impairment of receivable is very very low throughout the years,another good indicator of an efficient and prudent management team
AGM just started ....... be sensitive on any words during the meeting. Most likely it contain Hint about coming QR. too bad, most likely Malaysian Stock trader is trade based on the QR.
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....
alex3388
1,282 posts
Posted by alex3388 > 2017-08-30 16:34 | Report Abuse
Be patience.....