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1,472 comment(s). Last comment by Hugo Lawrence at Nov 19, 2018 06:27 PM
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pang72
22351 posts

Posted by pang72 > Oct 13, 2018 11:31 PM | Report Abuse

After disposing the dairy business, Nestle income will down for 2years till Milo operaiton resume.
So, Nestle and Hengyuan are in similar pattern.
Hengyuan drop due to upgrading and no business --19 to 6
Nestle will drop from 140 to 80 due to 2 years profoit reduction.
Dont you agree to my my smart analysis.


pang72
22351 posts

Posted by pang72 > Oct 13, 2018 11:32 PM | Report Abuse

https://www.chinapress.com.my/20181013/%E5%B8%82%E6%B0%91%E5%A4%A7%E4%BC%9A36%E4%BA%BA%E9%A3%9F%E7%89%A9%E4%B8%AD%E6%AF%92-%E9%9B%80%E5%B7%A2%E5%90%91%E5%8D%AB%E7%94%9F%E9%83%A8-%E6%8F%90%E5%91%88%E6%8A%A5%E5%91%8A/

市民大会36人食物中毒-雀巢向卫生部-提呈报告/


pang72
22351 posts

Posted by pang72 > Oct 13, 2018 11:33 PM | Report Abuse

As giant in food business, i expected high expectation on hygiene control.
This should not happen. Maybe i am too picky!


alam Rafik
26 posts

Posted by alam Rafik > Oct 14, 2018 12:11 AM | Report Abuse

going dwn and down and dwn..not the right time to buy la..


tsc516
15 posts

Posted by tsc516 > Oct 14, 2018 01:20 PM | Report Abuse

If you read the news properly, the food preparation is from outsiders, the nestle employees are not take nestle product la... The news stated 外部餐饮服务!!!


chunlian
7 posts

Posted by chunlian > Oct 14, 2018 07:08 PM | Report Abuse

how about warrant
nestleCA... stil can hold wait up to 0.055?


pang72
22351 posts

Posted by pang72 > Oct 15, 2018 11:54 PM | Report Abuse

Food poisoning then up...?


pang72
22351 posts

Posted by pang72 > Oct 15, 2018 11:54 PM | Report Abuse

All bankers gave sell call...
Very consistent...


speakup
12116 posts

Posted by speakup > Oct 17, 2018 09:26 AM | Report Abuse

who is this idiot: https://www.thestar.com.my/opinion/letters/2018/10/17/wrong-to-say-all...
17/10/2018 09:25


wannyin
36 posts

Posted by wannyin > Oct 17, 2018 01:14 PM | Report Abuse

y keep dropping price?


3iii
4100 posts

Posted by 3iii > Oct 17, 2018 01:20 PM | Report Abuse

NESTLE (M) BHD


By Maybank IB Research

Sell

Target price: RM102


MAYBANK IB said the disposal of Nestle’s chilled dairy business and the Petaling Jaya factory land will yield gross cash proceeds of RM155mil (or 66 sen per share) which will be used to establish the Milo Manufacturing Centre of Excellence and repay borrowings.

“Upon deconsolidating Nestle’s chilled dairy business and adjusting for interest cost savings, our FY19-FY20 earnings estimates are tweaked lower by circa 1%.

“We maintain the ‘sell’ rating with a lower discounted cash flow derived target price of RM102 (weighted average cost of capital of 6.2%, long-term growth of 2.5%) on lofty valuations.

“Nestle currently trades at 47.5 times 2019 PER compared with the consumer sector’s average of 28 times,” the research house said.

Additionally, the completion dates for the disposals will be completed in two stages of which are the chilled dairy business by Jan 1, 2019; manufacturing business and PJ factory by July 1, 2019.

Nestle stands to receive a total gain on disposal of RM27mil over FY18 and FY19.

The proposed disposal is expected to be completed by end-July 2019 and is not subject to shareholders approval, it noted.

“We believe the majority of the RM27mil gain on disposal will only materialise in FY19. As such, we leave our FY18 earnings unchanged but marginally lower our FY19-FY20 earnings estimates by circa 1% after deconsolidating Nestle’s chilled dairy business revenue and adjusting for higher interest cost savings,” Maybank IB said.

There are several risk factors for our earnings estimates, price target, and rating for Nestle Malaysia, the research house said.

“A spike in raw material prices may impact earnings for Nestle Malaysia.

“Additionally, sharp appreciation of the US dollar against the ringgit will also affect its earnings, for about 50% of its raw material requirements are denominated in the US dollar. Its export sales, which account for about 20% of total sales, should provide some natural hedge,” it said.


Read more at https://www.thestar.com.my/business/business-news/2018/10/15/analyst-report-oct15/#KoDs72UB5s1U8bJY.99


rlch
3951 posts

Posted by rlch > Oct 19, 2018 09:04 AM | Report Abuse

Boy who ate instant noodles every day for years dies of stomach cancer
https://www.nst.com.my/world/2018/10/422584/boy-who-ate-instant-noodles-every-day-years-dies-stomach-cancer?fbclid=IwAR1J9JSU1UYil2mirOARxeh11IKBUKQJ59SWEfTw4rlxB2OeaIYJSEC-w-Q#utm_source=insider&utm_medium=web_push&utm_campaign=nstoct18_-_90&webPushId=MjcxMA==


lincm86
116 posts

Posted by lincm86 > Oct 20, 2018 07:48 AM | Report Abuse

That boy probably eats other unhealthy food that are convenient too, so it's not really conclusive. Many other reason too, will you eat same things everyday when you can choose on healthier options? What do you think?


ahgoo
22 posts

Posted by ahgoo > Oct 24, 2018 06:47 AM | Report Abuse

I think it is irresponsible reporting to attribute, the boy's stomach cancer to instant noodles. Go google the stats for countries that have high incidences of stomach cancer.

China #5: "Cancer has a relatively low chance of occurring in China, except for stomach cancer. According to research, some of the main causes of stomach cancer in the country are preserved food, stomach bacterial infections and genetics. There are certain types of people that have a higher chance of contracting the disease based on their DNA."

Korea is up there too!


ahgoo
22 posts

Posted by ahgoo > Oct 24, 2018 06:52 AM | Report Abuse

As for the price action of Nestle: The 200-day moving average sits at 138.20 MYR, so unless it breaks this level and 125 MYR. you should not be too concerned. Near term resistance is 150 Ringgit and it has support is around 142.50 MYR. Nestle is a consumer staple stock as I mentioned in the past. @pang72 and others, if you consider that other emerging markets around the world has plummeted 30-50%, Nestle has held up exceptionally well. Just bank your dividends and hold it for 3-5 years, in my opinion you will be well rewarded.


EatCoconutCanWin
318 posts

Posted by EatCoconutCanWin > Oct 29, 2018 02:39 PM | Report Abuse

bugima k nestle lai kacau index liao...


3iii
4100 posts

Posted by 3iii > Oct 30, 2018 05:36 PM | Report Abuse

For the first nine months ended 30 Sept 2018, the Group registered a turnover of RM4.2 billion, 4.8% higher than the previous year's corresponding period. The strong growth
was driven by improved consumer sentiment as well as our successful innovations and renovations. Our MAGGI Noodles range saw especially strong growth, mainly
contributed by the launch of our Pedas Giler variety. Other innovative product launches were Nestlé Tropicana Lychee Yogurt Flavour Ice Cream, MILO 3-in-1 Less Sugar and
NESCAFÉ Cold Brew.



Review of performance (Year-to-date, 2018 vs Year-to-date, 2017)
In the third quarter, the Group registered a turnover of RM1.4 billion, 9.4% higher than the previous quarter. The 0% GST from June 2018 to August 2018 helped to boost
consumer confidence which led to a stronger demand and higher sales..
Profit before tax reduced to a level of RM186.7 million, mainly driven by an anticipated and planned phasing of the Marketing Investments. Q3 shows normally higher
investments than Q2.


James Ng
623 posts

Posted by James Ng > Nov 1, 2018 12:57 PM | Report Abuse

https://klse.i3investor.com/blogs/general/180599.jsp
[转贴] [NESTLE MALAYSIA BHD:对MILO制造进行RM1亿投资,使Chembong Factory成为全球最大的MILO制造卓越中心,该公司致力于提高整个供应链的效率,并将节省的资金再投资] - James的股票投资James Share Investing


RainT
1683 posts

Posted by RainT > Nov 2, 2018 11:39 PM | Report Abuse

Tuesday limit down?? Soda tax on Nestle


thanaraj
47 posts

Posted by thanaraj > Nov 10, 2018 06:13 PM | Report Abuse

I have no idea when this share will declare a dividend. I recognize its time to declare a dividend so as to bring the share price down. Any commend please.A. David


thanaraj
47 posts

Posted by thanaraj > Nov 12, 2018 05:48 PM | Report Abuse

I made a gross error in my comments made on 10/11/2018 at 8.11am. I said its time to declare a dividend to bring down he share price. The error made by me is to declare a dividend to bring down the Nestle share price. No to bring down the share price, this cannot be done by declaring a dividend but can only be made by declaring an announcement of when Nestle will give a bonus offer to share holders.So I hope Nestle Malaysia will now give make an official announcement when it would declare a BONUS offer to its current share holders which would then cause dilution of share holdings thereby causing an increase of market shares. Any comments from Nestle Management on my proposal appreciated. A. David share holder.


Hugo Lawrence
2 posts

Posted by Hugo Lawrence > Nov 19, 2018 06:27 PM | Report Abuse

Why Nestle price increase so wild?

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