Victorchan

not again!!!!How come keep on posting the same????insane!!!

2013-11-03 22:32

tjhldg

just curious to know is any 1 in i3 ever wear cheetah shirts or step in cheetah outlet ?

2013-11-03 23:25

sense maker

The company discontinued its dividend policy at end of Aug 2013, a negative development, to make way for capex and marketing expenses.

2013-11-04 00:26

chinesetea

全世界最好的股票， 未必， 全i3 重复最多的blog, 肯定是。

2013-11-04 05:17

Funtrade

Don't worry. People will slowly discover the best, don't have to so hard-selling.

2013-11-04 06:48

aunloke

"Even the comp. closed down we still can get some clothes back" with that I would prefer Poh Kong.

2013-11-04 08:51

ipomember

Even the comp. closed down we still can get some clothes back" with that I would prefer karex.

2013-11-04 09:10

aunloke

Good one !

2013-11-04 09:13

ahbeng77

Even the comp. closed down we still can get some clothes back" with that I would prefer Maybank.

2013-11-04 09:16

Ck Kean

in other words, their cloth has no demand!

2013-11-04 09:19

Lai Kim Chuan

租金一个月才RM300...? RENT SHOP IN A FOREST??

2013-11-04 22:42

davidkkw79

I believe this is the best holland stock in world...
Let's see what others people said reply to these article...

3) 稳定的营业额,拥有40% 的市占率 (消息源自Hwang-DBS Vickers Research Sdn Bhd)
大马有2千万个人,每个人一定会买新年衣,其中有8百万个人会买Cheetah的衣服.
8百万个人每年新年买1件RM15的衣服,等于每一年RM120,000,000的营业额

Ans:40%市占率有灌水,别忘了Pasar Malam

4) 公司有1000间店铺 (消息源自Hwang-DBS Vickers Research Sdn Bhd),可是一年的租金才RM3,336,276 (消息源自Cheetah annual report 2012)
就是说公司租一间店铺,一年只用了RM3336.3,一个月才RM300

Ans: 这个错到完. 因为公司没有1000间店铺, 大部份是consignment然后3:7分账. 换句话说每卖100块钱,百货公司抽30块,Cheetah只拿到70块
销售点包括百货公司的counter,确实可能有1000个. 但真要还租金的独立店面不多.

5) 公司的员工费用是RM25,374,287 (消息源自Cheetah annual report 2012)
可是如果公司没有聘请到员工,我们也会照样买衣服.因为选衣服是靠我们自己.反而,有人在的时候,我们更选不到衣服.
所以 ,如果是遇到资金不足的问题,员工费用是可以节省下来的.等于我们多了RM25,374,287的利润


Ans: 这个也错. 因为没有员工,谁帮你unpack运输公司从warehouse送来一箱箱的衣服,然后排到美美? 因为是consignment, 别止望百货公司的员工帮忙!


总结
1) 就算是公司倒了,我们也可以拿回衣服
Ans:(存货通常lelong都不值钱,因为品牌价值已经完蛋了)

2) 如果我们在RM0.515到RM0.7的价位买进, 我们可以赚10%到13%的年利率.
3) Cheetah有稳定的营业额, 租金一个月才RM300, 员工费用是可以节省下来的, 布料品质很好, 衣服价钱便宜.
假设我们也开一间卖衣店铺,想像一下,我们可以有
每一年稳定不变的营业额或不能保证的营业额
租金一个月才RM300或租金一个月RM3000 (consignment柜台不用店租,Parade的店面才要店租但月租肯定不止RM300)
员工费用是可以节省下来的或一定要请员工帮忙 (Cheetah一定要请员工帮忙,不然顾客得自己开Box选衣服 )
布料品质很好或不知道哪里可以找到品质好的布料
衣服价钱便宜或比Cheetah贵很多

公司如果付不起30%股息,将来会变Jerasia第2,很难涨~~

2013-11-04 23:13

davidkkw79

Want to follow sifu is ok, but don't follow the holland sifus....

2013-11-04 23:14

Penang Ran

really hard sale. But, I think if just for div kind of income. Not so bad, overall it is stable and proven for many years.

2013-11-05 20:43

JAMESOOI

CHEETAH, is only dividend stock, it is not a capital gain stock until now.

2013-11-18 08:17

Ti Bowen

I never buy cheetah cloth

2013-11-18 08:50