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Overview
Financial Highlight
Headlines
Business Background InNature Berhad is an investment holding company. The company, through its subsidiaries, is principally involved in the retailing and distribution of The Body Shop products in Malaysia, Vietnam and Cambodia. The company has been operating The Body Shop franchise business for more than 35 years.
  WiseEye Not sure why no one wants to pause for a moment to comment on the good results of the recently announced quarter profit? 20/11/2020 8:26 PM niet Quarterly net profit for third quarter grew by 110% when compared to 2nd quarter. 20/11/2020 10:35 PM Devilsadvocatee What do u all think of the revenue growth of thebodyshop (TBS) malaysia, TBS Vietnam and TBS Cambodia? How about Natura in long term? Personally, I am a little concerned when the revenue growth for 2019 vs 2018 is only 2.6% increase. TBS Malaysia recorded negative revenue growth but TBS Vietnam helped to increase it overall. Losing market share in Msia is quite concerning for me. Vietnam is probably a less mature market hence there still potential but in long term - stronger competitor will affect it, just like in Msia. Anyway, I prefer to study these two years due to the lack of covid effect muddling it. Although Bodyshop has the biggest market share in the "mono branding" sector but it's not really to any advantage IMO. Did you know that Leineige, Innisfree, Etude house and many other are all owned by the same company - Ammore Pacific? Is a more resilient business I think. You can target different age groups and purchasing power groups. 23/11/2020 11:38 AM Devilsadvocatee natura seems to me has a lot of correlation to TBS, e.g. 100% Vegan and sustainable. Anyway, I see the korean wind blowing very strongly these days. All in all, this is a very competitive business. The bright side of this stock is at 50sens - this stock is slightly undervalued in terms of fundamentals but qualitatively, I am worried for the branding prospect of TBS and Natura in attracting younger crowds which seemingly is more into Korean products especially. Their market share is 1.2% lower than TBS. Their facebook likes individually are lower but higher when combined. We are talking about a fairly new competitor unlike TBS which has been in MY for 20+ years. 23/11/2020 11:44 AM Abdulazizba Once vietnam market shop fully open to the number they mention in thier Prospectus ..the revenue and profit will be around 100% jump. we can expect all this to fully materialize by 2023 - 2025. And their addition of NATURA on top of BODY SHOP brand, will further increase their revenue and profit. Cambodia will be new VIETNAM and MALAYSIA , and INNATURE are making ready CAMBODIA market once VIETNAM market expansion complete..now sitll very cheap price at P/E of 18.. 24/11/2020 1:23 PM Abdulazizba the only negetive they cant go to CHINA, because as of now CHINA reluctant to approve any product are not tested on animal, which body shop philosophy are environment friendly and they do not support testing on animal. However CHINA may change one day since they are getting closer to modern world and adapting themself to be ESG player. 24/11/2020 1:26 PM Abdulazizba Body shop business are ESG compliance, so we can expect more big FUND who are ESG compliance will come in.. 24/11/2020 1:27 PM Abdulazizba Christmas month is the BODY SHOP best selling period. Highest sales achieve in December. So can expect next quarter will be much better. 04/12/2020 9:54 AM Abdulazizba Sabar dulu..look like the PUMPER try to gain volume traction ..but tidak cukup kuat so they quickly drop and run to other counter. Meanwhile waiting for who think want to collect more still sempat since PE at 13 only.. 17/12/2020 10:43 PM Abdulazizba innature lack of news...so the traction will come a bit later after most counter touch PE 30.. 17/12/2020 10:47 PM Abdulazizba @Mabel - in summary, they are saying their business is COVID resilient since they have an omnichannel marketing system (online website, thru WhatsApp, Facebook, and CALL AND COLLECT OR DELIVER), and their market in VIETNAM and CAMBODIA is growing faster. ANd their recent ADD ON - NATURA BRAND increasing their revenue base. 20/01/2021 11:11 AM  Mabel Noted and thanks Abdul Aziz.. Today Mabel Top up my Body Shops... Meow Meow Meow 20/01/2021 6:59 PM WiseEye i'm interested to know how do they address the consistent loss-making quarters of Natura? 21/01/2021 1:54 AM  |
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