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Overview
Financial Highlight
HeadlinesBusiness Background Nestle Malaysia Bhd is a Malaysian investment holding company owned by Nestle. The company has the following business segments: dairy, beverages, food, Nestle Professional, Nestle Ice Cream, confectionery, chilled dairy, infant nutrition, and health science. The main geography is the domestic market, representing approximately 80% of total sales. The most well-known brands are Nescafe, Maggi, Nespray, Kit Kat, and Milo.
  connor94 NESTLE's significant 19% boost in net profit, reaching RM133.7 million, has drawn continued interest from EPF https://www.instagram.com/p/Cy49lE6BfhE/?img_index=2 27/10/2023 3:55 PM Velmani Nestle shares fell this month after Walmart (WMT. N), the world's biggest retailer, said that it saw a slight pullback in food consumption with people taking appetite-suppressing drugs like Wegovy. 01/11/2023 11:08 AM howardmark "Boycott Nestle" spreading like wild fire... profit sure drop like crazy. Time to sell. 03/11/2023 8:46 PM  Balian de Ibelin 3iii was screaming buy and buy and good stock as Dlady kept on going down and down 😂 10/11/2023 12:49 PM gongxifatchai Hi anybody can let me know epf holding how many ℅ of this stock. Tq 14/11/2023 8:49 PM AlfI3 Where got immediate disclosure, by d time EPF disclosed, d actual holdings ody varied. Dun b so naive to deal w EPF disclosures. It has plenty of proxy too, otherwise how to declare so much profits w/in such a dampening mkt outlook 30/11/2023 5:45 PM SinbaLion seriously oversold. say if the local boycott causing Nestle taking 20% hit in both REV&PL in Q4, it would still be slightly higher than 2022 FY.... not forgetting still higher than 2020MCO and Nestle is not only having local market biz... 04/12/2023 4:38 PM  SinGor donT Buy, EPF has 21.9mil ----If keep disposing, long way Down. Bcos this a illiquid Stock ( cannot find Buyers) EPF has to dispose ALL if management support Palestine 06/12/2023 6:50 PM howardmark RM 80 coming... better sell first, buy back later.. cheap can get cheaper 07/12/2023 1:45 PM SinGor Apa you mahu? Dividend ka?----at 70cents dividend per Qr, Nestle dividend yield is just 2.8%----Any "kaki 5" in Bursa corners you can find 3% dividend Stock_______EPF bought Nestle at RM5.20 in 1989. Now you know why EPF sell to you at RM50, He is still laughing uncontrollable 07/12/2023 2:54 PM SinGor EPF is in "Control Sell" I think around RM100----Once EPF unloads All its shares, Nestle will plunged to RM20--25 if Revenue collapse 40% ( how to give dividend with plunging profit ) 07/12/2023 3:00 PM AlfI3 If dropped to rm80, still it considered higher vs to Dlady drops tat had came down>60% frm it's height of rm65 during 3-4 years ago🙄 14/12/2023 6:14 AM pharker This boycott business..wont be over soon as long as the gaza isreal conflict not ending. Somebody lose, another gain Look at the share price of F&N, and may be lesser extent FFB, since Oct 2023..and compare to Nestle You know who gain from the loss of Nestle 05/01/2024 11:50 AM stockraider Talking about comparative study, General Raider remember Dlady & Nestle share price were Rm 70.00 & Rm 155.00 compare to insas about rm 0.90 about 6 yrs ago loh! How did Nestle & Dlady perform after that leh ?? Why Dlady & Nestle share price stagnant but decline big to today Rm 23.90 and Rm 120.00 leh ?? Is this not value trap meh ?? On the other hand, the latest Insas share price move up, commendably to Rm 1.21 mah! People say Insas value trap, but actually it perform much better than bluechip Dlady & Nestle mah! So do not be misled by 3iii mah, he only know how to talkkook loh! He should look at himself in the mirror b4 giving very unintelligent comment loh! Have a very good day loh! Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > 1 hour ago | Report Abuse Do a comparative study of Insas and Oriental Holdings. Both are "value traps" by definition. You will learn a lot when you compare these companies side by side. Have a good day. 07/02/2024 12:08 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ Outlook Moving forward, we expect Nestlé to improve it GP margin back to prepandemic levels (around 34% whereas latest GP margin in 4QFY24 stood at 32.1%) attribute to the easing in raw materials price and effective cost measures. Valuation Upgrade to Hold with unchanged target price of RM132.60/share based on DDM valuation (k: 6.4%; g: 3.0%) due to the recent weakening in share price. Source: TA Research - 28 Feb 2024 28/02/2024 11:49 AM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ Nestle and DLady are stocks I have in my portfolio since 1993! 28/02/2024 11:53 AM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ https://myinvestingnotes.blogspot.com/2024/03/enduring-multi-baggers-and-transitory.html 13/03/2024 7:32 AM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ ht tps://myinvestingnotes.blogspot.com/2024/03/enduring-multi-baggers-and-transitory.html Enduring multi-baggers and Transitory multi-baggers 13/03/2024 7:33 AM MULTIEVER bull or bear, always got ppl sitting in mamak order maggi goreng double telur mata & Milo ais. nestle long live 21/03/2024 7:33 PM KingKKK CONSUMER Sector (KingKKK) - Unveiling Potential Q2 Stars: APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-06-story-h-184609490-CONSUMER_Sector_KingKKK_Unveiling_Potential_Q2_Stars_APOLLO_DLADY_SPRIT 07/04/2024 3:22 PM GS Nescafe 7% price hike ; Milo 10% ! https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%90%E7%8B%AC%E5%AE%B6%E3%80%91%E5%92%96%E5%95%A1%E8%B6%8A%E6%9D%A5%E8%B6%8A%E8%B4%B5-nescafe%E6%B6%A87 https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%90%E7%8B%AC%E5%AE%B6%E3%80%91%E9%9A%BE%E6%8A%B5%E5%8F%AF%E5%8F%AF%E8%B1%86%E9%A3%99%E9%AB%98-milo-7%E6%9C%88%E5%A4%A7%E6%B6%A810 20/04/2024 8:07 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ How to monitor Nestle's performance? Look at its profit margins. 23/04/2024 9:27 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ Gross profit margins of Nestle 2023 32% 2022 31% 2021 34% 2020 36% 2019 38% 23/04/2024 9:32 PM Steven James Grad to see consumers becoming more smart and make comparison. Hup Seng for eg, biscuits price is significantly higher then others, poor man like me also need to look for alternative now and to my surprise, I'm not alone. Lol. 25/07/2024 8:58 PM lawkaw that's why FDI go everywhere south east asia countries like Singapore, Vietnam, Thailand Indonesia, but Malaysia always the last choice. congrats Malaysia 26/07/2024 1:51 PM Kevin Tam With the falling of quarterly profit n stagnant profit level in past 5 years, Nestlé is extremely overpriced.. The counter should drop to $90-93... 30/07/2024 8:32 PM lawkaw share price may drop deepen if boycott persist as Gaza/Israel war overspread. 85-80 .... 31/07/2024 2:37 PM chamlo https://www.freemalaysiatoday.com/category/highlight/2024/07/31/nestle-in-a-bind-as-malaysians-downtrade-to-cheaper-brands/ 02/08/2024 5:48 AM  | |
