===== dompeilee Chiovo & gang already distributed 2 u naive newbies already lo...u think he's so charitable 2 diligently do write up for you ppl 2 make $$$ meh? He pocket ur money first lo ...lol 27/04/2021 10:14 AM
No 1, has there been alot of retailer interest in this stock? Look at the comments at I3, just us few people keep comment only. I dont think so.
So where is the interest coming, well, its the fund houses. Aberdeen is the most obvious one, and their research is flowing out.
No 2, This quarter, basically the entire quarter kena MCO/CMCO, so revenue and profit down. Now, despite bad results, stock price every day up. Why is this the case, i dont believe the fund houses dont have lubang to know if earnings good or bad.
Chances are market is pricing in the future, which is vaccine, less movement controls and CU store.
You want to buy Family Mart now, you need to pay 70PE and also buy a whole chicken business. You want to buy SEM,, go pay 50 PE bah. You want buy Mynews and CU, less than 20 times normalized earnings.
I'm ok, ill hold and wait. See everyone on 1 April at the new CU store in centrepoint.
This company is quite linked to how restrictive travelling is. So i expected a loss. To be fair, the impact of the restriction is higher than what i expect.
Having said that, as the restrictions loosen continually moving forward, along with the news of the vaccine and the first CU store opening 1 April, and more to come during the year. Im quite ok with the company.
The whole thing is packed with dry ice, just need to move it on a lorry. The lorry take a few trips per day for 1 week.
Since 3 phase, its 3 weeks, make the company worth RM750m more is it?
==== Posted by Flying Fox > Feb 22, 2021 2:01 PM | Report Abuse
Malaysia government do no need your sense to do their business
amtheng they are the largest CCL in Malaysia and it doesn't make sense for MOH not to utilise them. There are still other vaccines to be distributed as well. You're aware DHL services doesn't come cheap and probably paid for by Pfizer to ensure the delivery goes well for the 1st batch. 22/02/2021 1:01 PM
Also one thing you guys may not know, before this an external party handled their shipping. But with the FPC and RTE segment, the external party couldnt fit their timing exactly and this resulted in wastages
Starting from this Q, they have made internalized their logistics department.