Kesm is a good buy. CIMB's top pick. Its outlook is very good after the recent AMG. It does not get affected by strong ringgit as most of their transactions are in ringgit
Felicity first bought @ RM2.35 one year ago, now top up more @ RM1.34. I don't think it is a good business because do not have solid moat as compared to Nestle & Old Town.
Compared to Old Town, PWRoot oversea's expansion growth is not as good as what expected and it's brands do not command better market perception than OLD TOWN.
I won't go for PWRoot but rather OLD TOWN, but sadly OLD TOWN is going to be privatised.
their sales in oversea is achieved at the expense of heavy promotional cost. at the moment their margin drops significantly to 5.5% only. i expect dividend reduction soon.
they really need to control the escalating raw material cost, promotional cost and admin cost.
I don't know what separates their product from say redbull. Taste the same. Marketing wise, maybe im the market their targeting, but it does not seem that good to me.
Look at Monster and how they marketed to the US. Its fantastic.
Could anyone illuminate me on the marketing method they are using in the UAE etc.
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....
uptrending
1,852 posts
Posted by uptrending > 2018-03-25 16:37 | Report Abuse
It is too cheap not to buy already loh...
Dividend Yield is almost 10%
FY 2016 Dividend 11sen
FY 2017 Dividend 11.5sen
9M FY 2018 Dividend 9 sen
A consumer stock with repeat sales that is growing especially in the Middle East and North Africa for the export market...
Very difficult to resist buying...
hehehe..