全世界最好的股票 CHEETAH HOLDINGS BERHAD

赚一万块钱的方法:投资CHEETAH HOLDINGS BERHAD

limnagalim
Publish date: Mon, 09 Sep 2013, 11:38 AM
limnagalim
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赚一万块钱的方法:投资CHEETAH HOLDINGS BERHAD
Following Message
1) 就算是公司倒了,我们也可以拿回衣服.譬如, 如果我们投资 RM1000, 就算公司倒了,我们还可以拿回50件 RM20 的衣服.
 
    因为公司有 RM100,000,000 的衣服存货和衣服订单. (消息源自Cheetah annual report 2012)
 
    我们也只是用了每股市价 RM0.515 到 RM0.7 的本钱,等于公司市价 RM100,000,000
 



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.
 
    10%的年利率已经高过许多公司的年利率了.
 
 
year
share price
   eps
2013
0,515
0,0739
2014
0,5889
0,0992
2015
0,6881
0,111
2016
0,7991
0,0877
2017
0,8868
0,0853
compound profit per year
1,145525
  
 
year
share price
   eps
2013
0,7
0,0739
2014
0,7739
0,0992
2015
0,8731
0,111
2016
0,9841
0,0877
2017
1,0718
0,0853
compound profit per year
1,112382
  
 
 
 

 
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
 
 
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
 
 
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
 
 
6) Cheetah卖的衣服和裤子很耐用
 
    布料品质很好,穿了很舒服.
 
    还有价钱也比其他公司便宜.
 
 
 
 
总结
 
 
 
  1. 就算是公司倒了,我们也可以拿回衣服 
  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
  • 员工费用是可以节省下来的或一定要请员工帮忙
  • 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

 

Discussions
3 people like this. Showing 30 of 32 comments

ipomember

lol. some points are misleading.

2013-09-09 11:45

limnagalim

Hot tips from Warren Buffett this year.juz buy it.As an investor,we all earn money on this company.See you at annual general meeting 2013.

2013-09-09 12:01

chiam4192

Good recommendation and deep details

2013-09-09 12:17

morivae

So many misleading info. 40% of market share doesn't mean the whole country population figure but instead the targeted group market share. The company have 1000 outlet with average month rental of RM300 per month? So does this means that some company actually cost LESS than RM300 per month?

2013-09-09 12:31

limnagalim

The company have stable sale revenue above RM100,000,000.Rental of RM300 per month per shop.It is a very low rental cost,compare to Padini or forest.Because Cheetah doesn't rent a shop at expensive place like Bukit bintang,Plaza Lowyat.They rent at supermarket like the store,carrefour,giant...

2013-09-09 13:00

ipomember

is it a shop or department store? furthermore "就算是公司倒了,我们也可以拿回衣服.譬如, 如果我们投资 RM1000, 就算公司倒了,我们还可以拿回50件 RM20 的衣服." is misleading. because if a company bankrupt, creditor will be the first one to be paid, not shareholders,and the asset(be it current asset like inventory or non current asset), will be liquidated where inventory will be selling in cheap price. Who is that to define the clothes worth RM20? Do you think if Cheetah bankrupt the inventory will be in good condition? The inventory must be piled up long ago and worn and torn.. just my 2 cents added

2013-09-09 13:36

limnagalim

Rental cost include all supermarket and shop.Cheetah has low liability that is only RM30,000,000,they has cash RM35,000,000.So,if cheetah bankrupt,after deduct all liability and cost,cheetah still have inventory.Their inventory is clothes.So,shareholder can request for this clothes.

2013-09-09 13:54

ipomember

lol. ur case is, if Cheetah bankrupt...

2013-09-09 14:04

limnagalim

We do think the bad situation first,then only think win more money.what if cheetah not bankrupt?They will continue have constant revenue.All 2000 people shareholders will buy their clothes and earn huge money in their investment.All cheetah shareholders will proud when they think back they make a right decision in the future time like year 2015.

2013-09-09 14:24

Stock Operator

lol, sunset industry. want to cheat my money. con man..

2013-09-09 14:29

ipomember

I think you didnt get my point, but this is ok, good luck to your investment limnagalim.

2013-09-09 14:29

lazycat

ipomember, i agree with you about "就算是公司倒了,我们也可以拿回衣服.譬如, 如果我们投资 RM1000, 就算公司倒了,我们还可以拿回50件 RM20 的衣服." is misleading

2013-09-09 14:30

limnagalim

What listed company can you recommend?if your portfolio company is better than me,i will invest in your company also.can you explain the advantage of your invested company?

2013-09-09 14:37

HJey

i'm outsider but i'm familiar with retail sales.

stop for a while, and give me time to write

if you want to continue bashing each other after this, please do so.

but give me some time

2013-09-09 14:40

ipomember

lol limnagalim nobody is saying Cheetah is not good, can you see the purpose of discussion?

2013-09-09 14:40

ipomember

alright wait for Hjey to enlighten us

2013-09-09 14:41

lazycat

unless u admit your mistake and go edit your blog content, in the meantime nobody going to answer you as it is waste of time.

2013-09-09 14:43

HJey

I start with limnagalim.

You probably not familiar with retail sales. Cheetah's business model is based on consignment sales. The counter you see inside supermarket or departmental stores is consignment-based-counter. There is profit sharing between Cheetah & retailers for each sales. This is called trading agreement. There is no rental fee paid by Cheetah to retailer.

Cheetah has their own boutique shop, i.e in Mines. There is no profit sharing as all sales belongs to Cheetah. Cheetah needs to pay rental for the shop.

Cheetah is strong in consignment not on boutique shop. Profit margin is higher for boutique shop and costs too.

If you looking for boutique shop based business, then it's Padini.

Wait, let me take a breath..

2013-09-09 14:49

ipomember

very fair

2013-09-09 14:51

limnagalim

my blog have 500 people view already.if you not buy now.other people will profit from it also.

2013-09-09 14:54

HJey

There are pros and cons for each model but i give this a skip. You can google search yourself.

That's why Cheetah has small liability and the ability grow their business is small. The way to grow is to follow Padini's business concept.

As Cheetah has been offering cheap clothes, they will have trouble in shop based business. Why?

Our perception on Cheetah as cheap clothes. To change this perception, Cheetah must invest heavily into branding and change our perception. This depends on management.

Best Case Study is Lacoste. Lacoste was formerly known as Crocodile.

2nd break.....

2013-09-09 14:56

Stock Operator

lol 500 ppl buy 1 lot each... lol. why so upset if ppl dont buy the counter you recommend? if counter good, ppl will buy, no need you to recommend.

2013-09-09 14:57

ipomember

it seems that lim does not want to continue with the discussion, however, your value insights are much appreciated Hjey

2013-09-09 14:58

HJey

Ok, for the final part of limnagalim's trilogy

Based on current situation,

Is Cheetah a good stock?
Yes, if you are going to hold for long time and received dividend. I don't the know dividend yield, so I assume you get back all your investing capital within 10 years.

No, if you are looking for capital growth and don't have time to buy and hold.

End

2013-09-09 15:00

limnagalim

ok.we all see at annual general meeting 2013.

2013-09-09 15:01

Avocado_C

HJey, Crocodile and Lacoste are totally different company. Crocodile was from Hong Kong and Lacoste is a French clothing company. Also, Lacoste has a more upscale image compared to Crocodile.

Crocodile had a long standing dispute over the logo and clothing lines with Lacoste. Crocodile uses a crocodile logo that faces left while Lacoste uses one that faces right. The two fought for the logo rights in China, but eventually reached a compromise with Crocodile agreeing to change its logo to have a more vertical tail and more scales for its logo.

2013-09-09 15:49

Ooi Teik Bee

Post removed.Why?

2013-09-09 15:54

HJey

avocado_c, thanks, my mistake earlier in my previous comment.

Re-branding exercise from Lacoste. To change people perception of old brand to young brand

2013-09-09 15:59

limnagalim

Cheetah welcome long term investor only.Short term people will lose money

2013-09-09 16:47

Victorchan

Sometime inventories not equal to money.

2013-09-09 18:11

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