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1 month ago | Report Abuse
MPI is stuck with low value add in the semi cond value chain
1 month ago | Report Abuse
Hong Leong group companies generally have bad management except maybe the bank. They just ride the cycle. So no real skill to beat the market. When the cycle is good, the result is good. When the cycle is weak, the results slump. No real sustainable competitive advantage. All gaji buta. I think a rich spanish for mpi
1 month ago | Report Abuse
New stores grew 20% while Sales grew single digit. Existing stores must be struggling. Again.....management trying to avoid reporting on same store sales growth.....number 1 indicator of retailer's health and sustainability
1 month ago | Report Abuse
Not a stock for long term returns. Short term speculation....by all means
1 month ago | Report Abuse
Just wait and see the spiral down....if you noticed....the mgmt try to avoid talking about LFL growth.....anyway....many other better opportunities
1 month ago | Report Abuse
Excessive PE, ultra low div yield, bleak growth outlook
1 month ago | Report Abuse
In the long run, only one way for this stock..... Down and down a lot
2022-11-09 10:02 | Report Abuse
I think this counter has a long way down to go......the more stores they open, the worse it will get.....it is the same cycle for chain retail
2022-09-21 09:56 | Report Abuse
One will wonder if it is so cheap.....Tan Sri should just take it private and enjoy all the 'profit' himself
2022-09-21 09:53 | Report Abuse
You will be surprised ........price can always go lower
2022-09-21 09:50 | Report Abuse
Thought could be a good counter.......mana tau linked to Agong......political risk is too high in this environment
2022-09-21 09:48 | Report Abuse
this quarter likely loss making......still very expensive to go in.
2022-09-21 09:39 | Report Abuse
Cost can increase but until cannot manage P&L shows weakness. Even at current price is over valued
2022-08-29 17:59 | Report Abuse
Itchy butt to go into gloves....i guess greed
2022-08-29 17:00 | Report Abuse
Run by Kwek Leng San, can't make it. He is lucky his brother not fire him.
2022-07-06 17:49 | Report Abuse
Looking at multiple, a lot more to go down.
2022-06-16 13:45 | Report Abuse
Unless EPS is expected to skyrocket, more than 65% correction needed to get to a reasonable valuation
2022-06-16 13:41 | Report Abuse
Wow, becoming penny stock. Tan Sri sure cannot sleep
2022-06-11 13:51 | Report Abuse
Hypermarket story in the making...... Beware......>40x PE is not overvalue.....is manipulation
2022-05-20 11:25 | Report Abuse
Definitely cannot sustain at PE more than 50
2022-05-19 12:01 | Report Abuse
This market is so saturated....another retail boom bust in the making
2022-05-17 20:46 | Report Abuse
The repeat of hypermarket fate will come soon...... There are more attractive alternatives.....
2022-03-09 16:55 | Report Abuse
Please no more share buy back. Already wasted so much cash and the company sitting on billions of losses from buy back.
2022-03-09 16:52 | Report Abuse
Looking at TopGlove, the valuation of all glove companies will be substantially reduced
2022-03-09 16:49 | Report Abuse
If RM100m per quarter, at PE 15x, RM0.80 target price
2022-03-08 14:51 | Report Abuse
Finally wake up to abandon HK listing.........stubborn and try to be smart
2022-02-09 14:31 | Report Abuse
I believe soon JC&C's shareholding will cross 90% and this counter will be delisted
2022-02-09 13:51 | Report Abuse
At sustainable PAT 800m, PE15 , Looking at RM3.5 to go in
2022-02-08 14:39 | Report Abuse
Making RM200m a quarter still great in Msia standard but then the valuation now becomes expensive.
2022-01-19 13:25 | Report Abuse
QR looking at substantial drop in PAT
2022-01-19 13:16 | Report Abuse
Please abort HK listing..... it is not time to save face......save the company
2021-12-22 11:15 | Report Abuse
At the end back to earnings, if PAT only RM185m every quarter, then this counter is over-value. Prospect doesn't look bright. Low barrier to entry, no competitive advantage and worse of all, another listing in HK.
2021-12-16 15:58 | Report Abuse
Compulsory acquisition and delisting soon
2021-12-16 15:54 | Report Abuse
If RM185m is the normalised profit, this stock starts to look expensive. Compounded by the HK listing. The EPS is going to slide further
2021-12-10 15:44 | Report Abuse
Better cancel the hk listing......further dilute EPS
2021-11-02 20:02 | Report Abuse
Here it comes......i think hypermarket story will repeat here......
2021-11-02 15:23 | Report Abuse
I think ASP will continue to slide substantially. China will ramp up volume very quickly. At best the current price seems fair.
2021-11-02 14:02 | Report Abuse
A billion profit is still exceptional but the decine from previous quarter is just too big. Big question is what is the bottom.
2021-10-31 10:29 | Report Abuse
No need shorting gang.....it is about the right price now
2021-10-31 10:28 | Report Abuse
No one can fight Jardines. They have both time and money.
2021-10-30 13:35 | Report Abuse
I think low share price is justifiable.
2021-10-30 13:35 | Report Abuse
Forced labour..... diving ASP..... terrible share buyback........increased china volume......low tech industry...... no barrier to entry..... HK listing..........etc etc etc...... now higher tax....... nothing is pointing to sustainable profitability
2021-10-28 23:52 | Report Abuse
I think all glove companies are held hostage by their workers now
2021-10-28 23:50 | Report Abuse
looking at the trend......may need to revise again the submission to raise Rm1b only
2021-10-28 23:42 | Report Abuse
issue another 800m shares? at least 10% dilution to the EPS..... horror
2021-10-28 23:38 | Report Abuse
Need three bourses to raise profile......for a low tech business..... congratulation..... first in the world.... well done LWC
2021-10-28 22:06 | Report Abuse
This is bad.... Now raising less than a quarter previously plan...... This is really listing for the sake of listing.....super dilutive to earnings....no eye see.....LWC's misjudgement continues after spending 1.4b on buy back that incurred huge loss
2021-10-28 17:51 | Report Abuse
I think it will not get the 420m from Tyson.....problem
Stock: [MRDIY]: MR D.I.Y. GROUP (M) BERHAD
41 minutes ago | Report Abuse
This stock has long way to go.....down