Highlights

Target Invest - We Target, We Invest

Author: targetinvest   |   Latest post: Tue, 21 May 2019, 12:22 AM

 

US China Trade War Got Casualties and Beneficiaries. This is the 1st Beneficiaries!!! Target Is Going In with Full Confidence

Author: targetinvest   |  Publish date: Tue, 21 May 2019, 12:22 AM


Hi all reader and investor again.

 

This month of May is a real challenge for those who are trading for a living. The volatility is max with trade war brewing at a full scale with US imposing tariffs on China and China countered with their tariffs as well.

 

Market is bad, companies stocks are shaken. But I believe that every big shaking is also a big opportunity here. While trade war hurts the global economy somehow, but I think some of the Malaysian industry will stand to benefit from such event.

 

I believe the trade war will benefit Malaysian export market, especially the furniture market.

 

The key reason are

1. Malaysian furniture exporter benefit from a stronger USD

2. Demand shifting to Malaysia due to no tariff

3. US economy is still strong

 

While there are many key companies involved in the furniture market, namely Liihen, Latitude, Pohuat, and Jaycorp to name a few, today I will focus on the Jaycorp due to it's good prospect looking forward.

 

Investing in Jaycorp Berhad

 

1. Why is Jaycorp interesting? 

 

One of the most important factor in investing will be the fundamental of the company. The company must be having good earning, and pay dividend.

 

This is the past 3 quarterly result of Jaycorp.

 

Sep 2018

 

 

December 2018

 

 

March 2019

 

 

 

So for the past 3 quarter of Jaycorp, the company already made

3.4 cent + 4.69 cent + 3.67 cent = 11.76 cent

 

Dividend paid in the 9 month time frame = 8 cents ( 5 + 3)

 

 

So you can see this is a company that is doing well, have decent earning and is paying dividend to it's shareholder.

 

 

2. Jaycorp is heading for a new uptrend

 

 

The share already fallen from a height of RM 1.60 and consolidating at 90 cent range. Now it is the time for the company to make a new come back after breaking away from long term downtrend resistant line that is back with good result for 3 consecutive financial reports. (9 months)

 

 

3. Jaycorp to benefit from a weaker MYR

 

The latest measure of BNM to cut 0.25% in OPR will also see MYR floating lower against USD.

Source: https://www.thestar.com.my/business/business-news/2019/05/07/bank-negara-lowers-opr-by-25bps-to-3pct/

 

According to technical chart, the USD/MYR already broke resistant and looking to trend higher, potentially visiting the range of 4.2x to 4.3x

 

 

 

 

Conclusion


Since there are a lot of indicator pointing towards the positive outlook for furniture industry, Jaycorp will be very interesting for the next coming few months.

 

Assuming the coming quarter report to produce 4 cents in earning, that will bring a total 4 consecutive quarter earning to 15.76 cents

 

Simple valuation of PE X10, Jaycorp can see valuation at RM 1.50 to RM1.60

 

At the current price of RM 0.95, this will be more than 50% capital appreciation for the investor now. So now is good chance to invest when the share price is low while the potential is high.

 

Labels: JAYCORP
  Patrick13 likes this.
 
targetinvest good chart want to break out soon..then attract more volume to come in, heading towards RM 1.10
21/05/2019 10:59 AM

Invest in the future FANG of KLSE !!! Big Growth in line with GRAB of South East Asia

Author: targetinvest   |  Publish date: Tue, 16 Apr 2019, 12:10 AM


To all legendary investor and trader of KLSE

 

This message is crafted to you in order to let you know what are the instrument that billionaire and multi millionaire used to bring in huge wealth in a decade.

 

In the past, massive wealth is created through brick and mortar business. For example, real estate is one of the instrument that a lot of people used during those days to attain massive wealth. Yes, I do not disagree with this, but it takes quite some time. Other businesses such as oil and gas, manufacturing business are also good as well, but to date, the largest corporation in terms of market capitalization are mostly made out from IT / Technology company.

 

The latest line up are Facebook, Amazon, Apple, Netflix, Google.

 

It used to be a fight between Warren Buffet and Bill Gates in the top 2 position, but to date, this had changed. Now it is Mark Zuckerberg of Facebook, and Jeff Bezos of Amazon (before divorce settlement) that rise up so quickly to dethrone the legendary.

 

Technology is the key forward, and this is just a start, especially for Malaysia. There are a lot of things that can be improved with application of technology, or being replaced by them as well. The application is technically have a wide scope.

 

Now Cuscapi is one of the potential target that legendary investor should take note. This company is not just another Tom Dick and Harry, but it is backed with track record management that brought up MyEG from a mere RM 200 million company to a RM 5.5 billion company to date.

 

The Cuscapi that we know is of the yesteryear story. Please delete away your mindset that Cuscapi is the company producing those Rev Tablet for food ordering system.

 

Now Cuscapi is moving way faster than you think.

 

Cuscapi is still involved in Food & Beverage POS system, and additionally, they are developing a system for automotive segment.

 

 

 

If you see, Cuscapi got this EDMS system that links some of the process that is previously done manually into a systematic manner that will ease the process and also reduce fraud.

 

 

Bonus info

 

Previously, I got mentioned about Cuscapi being linked with Grabfood expansion. While some see a potential on it, some also doubted it.

 

If you looked carefully, 1 of the executive director of Cuscapi is Mr Toe Teow Teck. He is a Singaporean and formerly worked in a private equity NTU Venture in Singapore and also an angel investor himself. To link this up, Grab is actually a Malaysian startup that went to Singapore to get funded and become to the Grab that we are seeing to day.

 

Since the private equity / incubator / startup funding is a niche market, there is high chance that Mr Toe also have network that is related to the funding of Grab at the initial stage.

 

 

The latest move on Cuscapi acquiring a Singapore based food ordering POS system (Amplify Me Pte Ltd) continue to underline the prospect of Cuscapi having more corporate exercise related to Singapore based company.

 

 

Let you put this to thought

 

1. Grab is dealing with Car / Transport + Food, while Cuscapi is dealing with Food Ordering System and Automotive related registration with government.

2. Executive director is Singaporean, and involved in startup funding, angel investor, private equity funding

3. Both Grab and Cuscapi having the same geographical growth - South East Asia market

 

 

So now, do you see a definite link between the 2 company ?

 

I am invested in Cuscapi and will believe that the management of Cuscapi will be able to deliver based on their track record.

Labels: CUSCAPI
  Be the first to like this.
 
(US/CHN trade war doesn't matter) Philip No I don't see any definite link. A definite link would be either sign a mou, or grab buy a minority shareholding in cuscapi. Or better a moa or sign a JV. If this is investing, I must be doing things wrong the last 20 years.
16/04/2019 5:53 AM
TalkNumberOne Even if there is a link, grab making money? in the green already? Growth means loose more money isn’t it? My goodness please be more factual based instead of building some story from the air. Mind you check what your mindset is making from the history “the dot com crash”. Your grand father would have told you business is all about making money not selling story. By the way what’s so special about food and beverage POS? Try google and see its really Tom dick and Harry can come out with one. Nothing against cuscapi, only against this part time blogger.
16/04/2019 7:20 AM
huatahhuat This blogger can speculate like no tomorrow. Can lure water fish but not season investor
16/04/2019 7:33 AM
Icon8888 Recently a lot of new bloggers promoting all kind of things in i3 (Calvin Tan not new but one of the most agressive)

Even progressive punter like me also horrified
16/04/2019 7:37 AM
SALAM Exercise extreme CAUTION to filter out RUBBISH ...
16/04/2019 7:55 AM
Investor 999 Regardless of new or old, they have only one purpose - to encourage people to buy so that they may dispose stocks at higher prices in short period of time.
16/04/2019 8:51 AM
ramada Not only new, but using different IDs to promote several counters. Same person, different IDs.
16/04/2019 1:39 PM
Got Offfer From UBS Shanghai - Bye Bye so hardcore no money go earn lah want to come here and cheat pariahs
16/04/2019 5:21 PM
birkincollector haha...writer bought then promote hoping to earn from u ;-P
16/04/2019 6:24 PM
ramada This blogger trying to link Cuscapi with FAANG. Hope can earn from you.
16/04/2019 7:11 PM
ramada Yes, l mean you, newbies.
16/04/2019 7:12 PM
origamiandair HAHAHAHAHAHAHA FAANG? ROFL
17/04/2019 9:24 AM
Choivo Capital This guy needs to be banned.
17/04/2019 10:00 PM
pussycats No hope of Grab with Cuscapi
18/04/2019 12:31 AM

What should you do to a share that is potentially RM 1.00 but now below 20 cents?

Author: targetinvest   |  Publish date: Mon, 15 Apr 2019, 12:07 AM


Dear Investor and Trader alike,

 

Sometimes, when things appear to be too good to be true, most of the people will tend to take a conservative approach, but there are still people that are willing to take the front risk and plunge their money and invest into it.

 

There are no right and wrong in such situation, because investment comes along with risk. But a lot of time, the too good to be true investment done with the right study and right research will bear good return when things start to get inline and things develop accordingly.

 

Let's say, now I am telling you EDEN is too good to be true, will you want to believe?

A share trading below RM 0.20 now, but with NTA at RM 0.77, but in fact the land asset can be holding up to more than RM 1.00 per share at the current market price.

 

So actually, what is there to consider more?

 

 

I had been talking and promoting on EDEN since it is 14 cents. 

Now it is 17 cents, which I think there is still plenty of room since we are talking about RM 1.00 here backed with land asset that is of strategic location, near to Kuantan Port, and also upcoming ECRL.


This is a no play play issue because Land is a commodity, and it is strategic because the location is there, and this cannot be moved as you like because other infrastructure already in place, and that is the reason making the specific land to be strategic.

 

 

Look again, 450 acre of land at Gebeng Industrial area, which is near to Kuantan Port.

 

 

The recent transaction involving a 1.7 acre land is sold at RM 22 per square feet.

 

If put into EDEN land, at RM 22 per square feet is equal to RM 432 million 

(calculation is 450.74 acre x 43560 x RM 22 psf)

 

For more info, can refer here
https://klse.i3investor.com/blogs/targetinvest/201871.jsp
 

 

 

This Kuantan Port will not be an ordinary port, because this port will be a very important port that will replace a lot of shipping activities that will be going pass Singapore. Technically, this area will be very sought after by international player, eyeing to have a piece of profit in this area.

 

Many ship will stop at Kuantan Port, unload the container, and load into ECRL cargo train, go to Port Klang, and continue their journey. This will save cost, save time and also make Malaysia have more revenue.

 

Now Alliance Steel already invested in Gebeng area. The MCKIP already attracted multi billion investment. All these investment will require huge factory to be set up, and that will involved purchasing of land and such.

 

Since EDEN have 450 acre of land, some land will be acquire by ECRL, some land will be sold to 3rd parties foreign investor, or local business that are going to set up factory near to Kuantan Port.

 

EDEN now is RM 0.17

Potential is RM 1.00

 

If you give 50% discount on RM 1.00, there is still RM 0.50. But the NTA is RM 0.77, so that is no kidding issue also.

 

Labels: EDEN
  Be the first to like this.
 
speakup sai lang!
15/04/2019 9:04 AM
(US/CHN trade war doesn't matter) Philip Let me put it into perspective.

1. Their power plant business is VERY badly managed and their concessions end in 2019. There goes 11 million in revenue and negative profits. Which is subject to renegotiation at tough rates. Sesb didn't like inconsistent power anymore than you or I do.
2. Their Eden restaurants are also VERY badly managed with outlets closing left right and centre.
3. Their manufacturing business of LV switchgears are in a really bad market right now, especially when there are specialists like kinta and central switchgear which sells lower prices and have bigger profits ( efficiently run).
4. Eden has not made a profit since 2012. Every year losing money, since it hasn't diluted it's shares the money has to found from assets.
5. The assets in question have dropped from 295 million 2012 to 247 million in 2019. It will continue to drop in the foreseeable future, bar a share dilution to stem the tide.
6. They do not have the capability, financial resources or management acumen to properly manage those land sales in kuantan at good rates. Even if they did, do you know exactly where the ecrl route will be and where the Eden lands will be in relation?

This is speculation, gambling, NOT investment.

Call it what it is.
15/04/2019 9:20 AM
targetinvest yea i agree all is bad until worm also rotting inside.

that is why the land need to be sold off faster than ever..
15/04/2019 3:32 PM
targetinvest need to fast fast sell the land, monetize it and get the cash
15/04/2019 3:32 PM
5c0160 targetinvest are u the gun man hire by eden boss to promote eden? every year losing money can consider rubbish share later go pn17 soon.
15/04/2019 7:21 PM
John Lu If only eden know how to unlock the value of their land.. Most of the time for these asset play stock.. Need to wait for yearsss..and if 450 acre of land so huge land if value at 22/ft will be not so accurate.. They bigger a land is, it will be cheaper compare to a smaller size of land in the same location.
15/04/2019 8:12 PM
3iii >>>

Posted by ( BNF trader losses ) Philip > Apr 15, 2019 9:20 AM | Report Abuse

Let me put it into perspective.

1. Their power plant business is VERY badly managed and their concessions end in 2019. There goes 11 million in revenue and negative profits. Which is subject to renegotiation at tough rates. Sesb didn't like inconsistent power anymore than you or I do.
2. Their Eden restaurants are also VERY badly managed with outlets closing left right and centre.
3. Their manufacturing business of LV switchgears are in a really bad market right now, especially when there are specialists like kinta and central switchgear which sells lower prices and have bigger profits ( efficiently run).
4. Eden has not made a profit since 2012. Every year losing money, since it hasn't diluted it's shares the money has to found from assets.
5. The assets in question have dropped from 295 million 2012 to 247 million in 2019. It will continue to drop in the foreseeable future, bar a share dilution to stem the tide.
6. They do not have the capability, financial resources or management acumen to properly manage those land sales in kuantan at good rates. Even if they did, do you know exactly where the ecrl route will be and where the Eden lands will be in relation?
>>>




>>>>
This is speculation, gambling, NOT investment.

Call it what it is.
>>>>


Knowing that I am not investing but speculating has protected my capital for many years.

You must truly know the difference.


Look up Benjamin Graham for his definition of investing and speculating.

Keep you investing simple and safe.
15/04/2019 8:26 PM
targetinvest I understand all of your concern. The risk is legit, the company is risky, it is losing money..
But the asset is also real.. At desperate situation, there will be value.

Just look at Seacera.. Why Tiger Tan want to take so much stake until become a substantial stake holder in Seacera?
His reason is simple - because of the 500 acre of land behind Sg long and as a developer, he knew that is something that is of value.

When seacera drop to the brim of going below 20 cents, he came up and wipe the share from the force selling..

At every fall, opportunity appear.
15/04/2019 9:55 PM
targetinvest The only thing now is EDEN need to factor in the total warrant and also the total convertible notes from the white knight.. This will result in dilution.

But the land investment definitely is a legit asset and it will be instrumental for EDEN to rebound again..
15/04/2019 9:56 PM
targetinvest As you see.. The media is in control..
Now there is literally no media covering on the news of EDEN golden asset land.

The Edge talked nothing
Focus Malaysia talked nothing
Not to say The star and the rest, nan yang sinchew china press..

All keeping quiet... Is the editor and the team swopping up the shares until the right time come?

Such a great news but nothing is being covered...

Of course, when things are being covered, EDEN is definitely not at 17 cents anymore.
15/04/2019 9:58 PM
TakeProfits Wah poora target invest. Haha. You promoting this stock heavily. Everyone already say, Koyak and Lousy management...Most it will.go to.is another sen or so. Haha. And then.You can take profit
16/04/2019 9:34 AM
TakeProfits Koyah gooyah stock, no eye see lar
16/04/2019 9:35 AM
UnicornP Should delist
16/04/2019 11:22 AM
(US/CHN trade war doesn't matter) Philip You are too emotional. You should stick to investing in reliable companies and good healthy management. I think even if you borrow all your family money will not be enough to buy 1% of johotin? It is your best investment ( next to hssbe. Why don't you stop throwing money into bad investments and concentrate all your money into a good investment like johotin? You would make much more money in the long term instead of making money here but losing it all in the next badly researched stock?

Cut your losers and follow your winners.

>>>>>>

All keeping quiet... Is the editor and the team swopping up the shares until the right time come?
16/04/2019 4:07 PM
apolloang eden loss so much.....sasbabi profit company also down from 1.05 to now 23cts only......bursa ini tipu
16/04/2019 4:09 PM
KingBursa2019 eden mau 1 ringgit ka ??


dah 20 tahun aku tunggu

kikikikik
16/04/2019 4:12 PM
KingBursa2019 dulu ada geng .. sugar bun
16/04/2019 4:12 PM
ramada What should I do? You buy all, I stay aside.
16/04/2019 5:22 PM
Got Offfer From UBS Shanghai - Bye Bye Yeah so good sailang sell house sell car margin maximum go buy lah!
16/04/2019 5:22 PM
indiawait you wait, wait, wait and wait.
17/04/2019 9:27 AM
Karlos Convertible loan stocks being converted at only 12 sen! More conversions at that price probably will happen, so be xtra careful in buying.
17/04/2019 12:05 PM
MrFox you can have all the shares!!!!! hahahahahakekekekee
17/04/2019 6:27 PM
pussycats No eye see ar
18/04/2019 12:24 AM
winbigbursa John Lu
superman888

Due to repeated abuse posts, this account has been suspended from posting to the i3investor portal until 01/06/2019. Please refer to the Terms and Conditions of Use and Community Standards of this portal.
06/05/2019 4:29 PM

(TARGET INVEST-EXCLUSIVE) Is EDEN 450 acre land worth RM 165 million, 430 million or 800 million? Come and look and see for your own!!!

Author: targetinvest   |  Publish date: Thu, 11 Apr 2019, 10:19 AM


Today need to continue to talk deeper about Eden Inc Berhad.

 

Since we know that Eden only biggest trophy is about the strategic big piece of land near Kuantan Port, which is very crucial and good for port storage usage, and also very critical for ECRL, that is the main point about it all.

 

Today, I will only talk about the land, the 450 acre of land at Gebeng Industrial Land that Eden is holding on.

 

 

As you can see, according to the annual report, the land is 450.74 acre in size, and carrying a book value of RM 165 million (RM 164.9 million if you want to be exact)

 


Yes, this is a big plot of land acquire some time ago, and the main question here is - Is the land value at RM 165 million reflecting the market value as of today condition ?

 

Taking into consideration the place will get better with port development (Kuantan Port to be more busy + ECRL development), this place will be in more demand in the future.

 

 

So, let us do some research on the public.

 

 

So, Malaysia 1st popular real estate website - iProperty.com.my reveal that there is only 1 piece of land for sale at Gebeng 

RM 18 million for 10 acre, but this is just the asking price. Of course, owner have the right to ask any price they want.

 

If based on RM 18 million for 10 acre, then Eden 450 acre will be worth

 

RM 18 million x 45 = RM 810 million

 

Wow!!! Very huge amount there compared to the annual report of RM 165 million. Big difference of RM 654 million. But again, RM 18 million is the asking price.

 

Now, we need to go to some transacted price to determine the clearer price that is in demand.

 

So, we will go to brickz.my to see the transacted price that is recorded in the land office.

 

 

According to Brickz.my , the price of the land is around RM 22 per square feet. This is much reasonable price and also transacted price that reflect the demand can reach RM 22 per square feet.

 

So now we put into calculation at RM 22 psf, what is the 450.74 acre worth.

 

450.74 acre x 43560 = 19,634,234 sf

 

19,634,234 sf x RM 22 = RM 432 million (431,953,156.8)

 

So, it is RM 432 million, which is a very handsome price tag. Approximately 50% down from the asking price in iProperty.com.my

 

Now, looking back at annual report, the land is RM 165 million, which based on market value is RM 432 million. This is a difference of RM 267 million.

 

If RM 432 million / 392 million share

Eden share price will be worth RM 1.10 if all land sold. If 50% sold also will get RM 0.55, and still got 50% to use.

 

Now Eden share price only RM 0.17

 

So if you are looking at the prize land which can bring Eden to RM 1.10, and current price RM 0.17, this is a very valuable investment considering the land is

1. Near Kuantan Port

2. Near ECRL

3. ECRL will be buying some land from Eden

 

So is Eden attractive now? That you will have to do your own homework. Not a buy sell call here.

 

If you like my info and want to know more latest info, join me at

https://t.me/targetinvest88

 

 

Labels: EDEN
  Be the first to like this.
 
targetinvest now cheap cheap sale
11/04/2019 10:29 AM
targetinvest although got go up, but it is still cheap
11/04/2019 10:30 AM

Target is going to target EDEN, because it will be ECRL beneficiaries for sure!!

Author: targetinvest   |  Publish date: Fri, 5 Apr 2019, 10:56 AM


Dear investor trader and reader,

 

Now the ECRL theme is very strong because Tun Mahathir is going to visit China this month April. One of the thing is to discuss about ECRL which many would say will continue at a correct price tag after negotiation. For me, I think the negotiation already done, and Tun Mahathir could be going there to do signing of papers only.


That is one reason why ECRL contractor like GBGAQRS share's keep going up.

 

Now many don't know about a hidden beneficiaries for the ECRL development. This beneficiaries is actually EDEN.

 

Many thing EDEN is actually food operator in Langkawi, and also owned some diesel energy generator at Kelantan, but actually the main prize asset of EDEN is a big plot of land as big as Bandar Malaysia size near Kuantan Port.

 

 

As you can see, 450 acres, worth RM 165 million in value of land at Gebeng, Sungai Karang.

 

So i do a google map checking where is Sungai Karang area. The red color line highlighted by Google Map is Mukim Sungai Karang

 

 

So where is Gebeng ?
 

 

So these area the area label as Gebeng. And according to the land plot of industrial land, I think the industrial land is along the coast line.

 

 

As you know, ECRL is divided into 2 phase

 

  • Phase 1Kota Bharu – Kuala Terengganu – Kuantan – Bentong – ITT Gombak
  • Phase 2Gombak North – Serendah – Port Klang and Kota Bharu – Pengkalan Kubor

 

Although Eden now is losing money, but the NTA is RM 0.77.

 

If the land is sold, acquire for rail construction or international party buy for development of Port for storage, that will be a good windfall for Eden.

 

How good is the windfall

 

RM 165 million / 393 million shares = RM 0.42 per share in land sell gain

 

So now Eden is only 14.5 cents.

 

Very good chance to buy and accumulate for low, since Eden is also government friendly, so good chance to see this company having a revival.

 

 

If you like my news and update, can join me

https://t.me/targetinvest88 

Faster update, better trades for u

 

 

Labels: EDEN
  Tong Coleman likes this.
 
lextcs got discount or not @ eden seafood if bcome shareholder?
05/04/2019 11:11 AM
lextcs 15c can boh?... q to sell first lor...
05/04/2019 11:14 AM
lextcs veli effective...write only got followers come in to buy... apa malu bos
05/04/2019 11:18 AM
targetinvest fast lo
05/04/2019 11:20 AM
lextcs don't support aso x boleh lor like that
05/04/2019 11:20 AM
targetinvest Tak payah malu..
Now buy already...

Next 10 years free seafood makan at langkawi

Free style buffet
05/04/2019 11:21 AM
targetinvest If invest all of 15 cents.. Maybe will free until ur next generation
05/04/2019 11:21 AM
lextcs small frys eating 15c now...ikan bilis aso can be a whale in due season.
05/04/2019 11:58 AM
(US/CHN trade war doesn't matter) Philip If 1 bottle of beer is RM1, how much is 100 bottles of beer?

If your answer is RM100, then you dont live in the real world.

If you buy in bulk, it will never be rm100, because you will always get a discount on the price of buying in bulk.

If you think NTA 0.77 in a financial report is exactly that same amount in real life, you are in for a very very rude awakening.
05/04/2019 12:01 PM
targetinvest land is a commodity.
If that land is ngam for you, you dun buy, other people buy.. u no more land
05/04/2019 12:05 PM
targetinvest beer not same..
Got carlsberg, heineken, tiger, budwiser and many more. This one sell expensive, you can drink other.. that one taste no good, u can try other.

but strategic land only that few plot..
if you want near shipping port, that is the place.. no people go ulu ulu place..
logistic also eat all ur cost..
05/04/2019 12:06 PM
dusti Fiction or non fiction?
05/04/2019 4:26 PM
Destiny88 https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/201122.jsp

Buy JTiasa still cheap . Buy low sell high. Forgot about dayang. Already up more than 200% what do you expect ?

https://www.theedgemarkets.com/article/palm-rises-6week-high-stronger-...

Palm rises to 6-week high on stronger export outlook
06/04/2019 2:39 PM
freddiehero fly together... all be rich rich tis year!
06/04/2019 2:42 PM
Sniper86 i guess Clark Gkent Philip is the one that is not living in the real world hahaha
06/04/2019 4:53 PM
targetinvest Coming already..
08/04/2019 3:56 PM
birkincollector broke resistance...dunno how high it will go
08/04/2019 7:04 PM

KFC food ordering infrastructure upgrade will benefit who??? Read here la!!!

Author: targetinvest   |  Publish date: Fri, 29 Mar 2019, 12:11 AM


This very interesting stock is your must read, must see stock.

 
As you know in Malaysia, 2 most prominent fast food outlet is Mcdonald and KFC. In terms of IT infrastructure upgrade, Mcdonald is always leading, and KFC will then follow.
 
You might view that KFC is slow, but it is not too bad after all, because that gives you opportunity to capture the chance to earn money.
 
Why do I need to say this?
 
Firstly, all the KFC outlet in South East Asia is somehow related to QSR (QSR is the franchisee for KFC in south east asia). And all of KFC point of sales system is actually maintained by a company called Cuscapi.
 
So, if QSR rolled out an outlet upgrade for KFC that involved POS system, that would not only referring to the Malaysia branches, but South East Asia branches which is a lot.
 
So what is the upcoming attractiveness of Cuscapi moving forward with the latest move of acquisition on Servedby Alfred F&B system?
 

This complete system developed by the singapore based developer is very attractive to be utilized by Cuscapi to enhance their existing main customer - KFC, to be on par with IT infrastructure in food ordering system with Mcdonald.
 
I believe you guys already noticed this self service ordering kiosk in Mcdonald already. Unless you had not been visiting Mcdonald lately, then you should give a try on this kiosk. Very good and friendly to use, and payment is good through using wave. Good, clean and easy.
 

 
For this, KFC will be implementing this very soon, and that is the strong reason for Cuscapi to spend RM 7.6 million in buying Amplify Me. Pte Ltd which holds the technology and patent for the self ordering kiosk as well as POS cloud system.
 
This is the kiosk that is going to be deployed by Cuscapi soon at all the KFC outlet at South East Asia region
 

 
 
So what is Cuscapi prospect on this.
 
On Malaysia context, according to the QSR website, there is 1270 outlet

 
If 1 outlet upgrade will require RM 50k, complete overhaul + commission + testing + infrastructure upgrade and etc etc, that would be potential RM 63.5 million contract here.
 
But what about taking in KFC outlet in China, since China is also served by Cuscapi
 

 
So what is the prospect at China?
 
According to business insider, it is more than 5000 outlet. WOW!!!
https://www.businessinsider.my/most-popular-fast-food-chain-in-china-kfc-photos-2018-4/
 

 
According to Wikipedia, the total KFC outlet in China stands at 5910 outlet !!!
 
Now imagine if 5910 outlet also need to be upgraded with modern facilities
 
5910 x RM 50k = RM 295.5 million
 
That is quite a big prospect coming for Cuscapi, by paying RM 7.6 million to acquire Amplify Me Pte Ltd, Cuscapi is looking at generating sales revenue of potential RM 350 million in South East Asia + China.
 
Of course, RM 50k is my assumption, but this kind of main POS system related stuff, don't expect it to be too cheap, because it is the fore front running service. Even if discount another 30% off RM 50k average, you will still get approx RM 250million of potential business coming in.
 
That is why now Cuscapi at RM 0.21 is very attractive.
 
Do remember, the previous owner injected fund into Cuscapi at RM 0.25 for ordinary share and RM 0.35 for warrants exercised.
 
If want to invest, then invest fast fast. Not asking you to contra, but invest properly for a long term to be able to see fruits.
 
Labels: CUSCAPI
  Be the first to like this.
 
speakup from ppl i talk to, Cuscapi system has a lot of buggy issues. Tak stabil
29/03/2019 7:28 AM
wiki123 RM20 makan 3 piece chicken in KFC really tak berbaloi... hoping A&W and marrybrown give a good fight later...
29/03/2019 9:05 AM
targetinvest Last time cuscapi under that gan leadership.. so is different..
Now different people in...
29/03/2019 9:17 AM
targetinvest Now buy 1 snack plate free 1 chicken promotion.. not bad la
29/03/2019 9:17 AM
targetinvest Got kfc as big mountain.. can la..
29/03/2019 9:23 AM
john doe This is global trend to cut down unnecessary counter service by humans. GSC is using similar technology too.
*Pre-requisite: The kiosk/machine must be user friendly and efficient.
29/03/2019 9:44 AM
targetinvest When more and more big retail starting to use self service terminal... then the trend will change faster and adoption rate will be faster.. is good for all retail..
29/03/2019 10:06 AM
targetinvest Even ikea also got self checking terminal
Aeon also got...
29/03/2019 10:06 AM
Manekineko A&W is sold to someone who's good at running F&B biz, one of restaurant brands he own is Manhattan Fish Market. Hope he can do wonders as another well-run fast food chain is always welcome.
29/03/2019 11:50 AM
kalteh KFC is China is not owned by QSR. Get your fact right. The franchise in China is owned by Yum brand themselves. So no prospect. End of story.
29/03/2019 4:21 PM
targetinvest I know kfc in china not by qsr.. but the POS system is run by cuscapi ma
29/03/2019 11:59 PM
kyy_superinvestor Actually the very first entry of the boss jaya is beyong 40 cents which is before the GE14 and that time he sapu a lot....now enter really very safety, coz we only throw few k only...I estimate jaya invest around fivety million into this company d....and remember cuscapi, eforce and myeg combine their office in empire? I can smell something big is going to happen in future....
29/04/2019 6:37 AM


 

160  327  486  1230 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 VC 0.295-0.01 
 SAPNRG 0.295-0.015 
 BARAKAH 0.05-0.02 
 DAYANG 0.955-0.175 
 ARMADA 0.185-0.005 
 LAMBO 0.0650.00 
 HSI-H6Q 0.555+0.03 
 EKOVEST 0.7950.00 
 EKOVEST-WB 0.310.00 
 VC-PA 0.06-0.01 
Partners & Brokers