All stocks listed in the Stock Exchange of Hong Kong ("SEHK") are kept in Central Clearing and Settlement System ("CCASS") under the name of DBS Vickers (Hong Kong) Limited.

All stocks listed in the United States, Canada, United Kingdom, Japan and Australia exchanges are kept in Pershing LLC in the U.S. under the name of DBS Vickers Securities (Singapore) Pte Ltd.

Securities traded on the Singapore Exchange are held in the Central Depository (CDP).

Why2TellMeWhy


Why so scared? If you have done sufficient homework or preparation, why worried so much?

SGX is even better quality than Bursa Malaysia for most companies

Why2TellMeWhy

I use DBS Vickers which is the most expensive but the most stable 1 with access to 7 key global markets

Why2TellMeWhy

There is another Gem, you may know if you follow my Blog.. not in Bursa Malaysia but SGX

continue to hold and monitor your investment based on your risk appetite

because no one can tell you when is the right time to hold or sell or buy

you yourself know better your objective

Loneranger

when no movement is damn boring, i wish the price go up so that when Syndicates or Banker shake , they will throw to even lower than expected price, then we can collect more

now like stagnant very sien right

hahaha , I love up up up down down down, then we can collect more ....

@Why2TellMeWhy

I am not 韭菜, I do lot of homework and know how to play around with this kind of recovery stock

same with CLMT also

Many 韭菜 who do not perform sufficient homework and study one do not know that Parkson is a hidden gem

same to Tunepro, it is a hidden gem just that need time, so must always buy at a price reasonably lower, so that if actual is not near to forecast or projection, can always sell first to take profit and to buy back when the micro and macro econ are better

Fellow supporters, Good News to all... Retail Sales in China increased 4.60 percent in August of 2023 over the same month in the previous year. source: National Bureau of Statistics of China

https://tradingeconomics.com/china/retail-sales-annual#:~:text=In%20China%2C%20the%20year%2Dover,same%20month%20a%20year%20ago.&text=7%2DMonth%20Low-,China's%20retail%20sales%20increased%20by%202.5%25%20year%2Don%2Dyear,missing%20market%20estimates%20of%204.5%25.

Malaysia Retail Data up to July 2023, USA and China Data on Retail Sales show favorable results. This is indeed a good indicator as it means good time for PARKSON CHINA. I would expect profit from CHINA segment again!

Good news yeah for retail sales even for USA

Retail trade sales were up 0.6 percent (±0.5 percent) from July 2023, and up 1.6 percent (±0.5 percent) above last year. Gasoline stations were down 10.3 percent (±1.1 percent) from last year, while food services and drinking places were up 8.5 percent (±2.3 percent) from August 2022.

https://www.census.gov/retail/sales.html

Possible to break 2.20 or not? Be patient and hold

go go go go go

@Why2TellMeWhy

anyway my stand in Parkson Will not be changed just bcoz of the average cost of holding by TTB Icap

I have faith in parkson

so will move on to inject more funds in parkson

the risk is minimal or immaterial given the future growth in retail industry

This stock has been stable for quite sometimes

I guess tomorrow will go up again

I looked at the data source directly from DOSM and it is indeed a good July data.

For department stores like Parkson, its falls under the category of non specialised stores and I typically referenced the retail sales of non specialised stores performance yoy.

For July, its 9% yoy increment. Looking at this data for the last 7 months, it is safe to say that Parkson Malaysia should be trending at mid single digit performance higher compared to last year :) China department stores retail sales data is way stronger though as last 7 months data were at high single digit performance.

Hence, reflected in Parkson China's performance :) Looking forward to Aug's data.

Dear all,

You may get data from http://v2.dosm.gov.my/portal-main/publication

Department of Statistics Malaysia

陈鼎武2021年出手一次了
而且不小数目
可见他非常看好啊
希望2023年底来个10 M继续注入资金
带动市场对
#Parkson 的信心

陈鼎武ICAP inside Parkson shareholding

Back in 2008, ICAP is holding about 8.7M shares of Parkson and went up to 10.74M by 2020.
In 2021, it increased to 22.94M :)

Total cost of his holdings in Parkson is RM23.78M, divided by the total holdings - it will give you an average of RM1.04 per share.

As is, ICAP's position in Parkson is a paper loss of RM20.34M. All the details can be retrieved from the link below

https://www.icapital.my/announcement/annual-reports/

No need to scare as I think that just give time bah

AnonymousJr

the i4 Blog you mentioned

The author is Dato Eu Hong Chew, he was the Group CEO of iCity

Dato Eu was on the Board of i-Berhad from 1999 to 2020. As Group CEO, he led its transformation from a digital appliance manufacturer into the developer of i-City, Selangor Golden Triangle. His industry experience included being with Dreamland Holdings Berhad and PA Management Consulting where he was also the Director of Studies for the Cranfield PA MBA Programme in Malaysia. He shares his thoughts at his investment blog i4

Parkson is a good recovery stock

you may see my quick update right after the most recnt QR

https://devotee-of-john-templeton.blogspot.com/2023/08/parkson-holdings-berhad-exceptional.html

I am daring to show my portfolio...

Those who follow me long long time will know that

Parkson
CLMT
MBMR
AFFIN

and etc

I shared these few long long time ago in Screener and recently set up my blog to ease the sharing of idea...

CLMT is another GEM

@wallstreetrookierNEW

I have temporarily disposed of Tunepro and took profit already long time ago

Will revisit Tunepro in foreseeable future because now tourism is BACK!

I do not need to bagholding Tunepro

I ALL IN AFFIN and CLMT

Parkson will be next as I have no issue in even buying Parkson at 25-27 cents

Now no bullet already ..wait for next month

https://devotee-of-john-templeton.blogspot.com/2023/09/1-parkson-and-clmt-2-affin.html

@Why2TellMeWhy

Please always ensure you do not use Margin Account to buy

This counter requires patience and time

If using margin account, this counter might not be suitable for long run

Anyway I trust that you could manage your risk well

Scam or not scam no need you said.

Smart people can read the Q1 and Q2 reports.

Retail profit from China obviously reported Profit.

This is a recovery stock and need patience.

@wallstreetrookieNEW

Losses is what you said only....

Tunepro is always in my list

Just need to give them time,

Need time.

Remember, ROM is also not built in 1 day. Give time

This Parkson can go beyond RM1

Give time. I am pretty sure it can

@Why2TellMeWhy

TTB is no longer performing.

He is now focusing more on China investment

As I know in Bursa, he could not make it already

凯德大马产托 脱售收益料40万

https://klse.i3investor.com/web/blog/detail/nanyang_stock_expert/2023-09-06-story-h-240879142

分析：达证劵

目标价：65仙

最新进展：

凯德大马产托（CLMT，5180，主板产业信托股）以5200万令吉价格，将3 Damasara办公大楼，脱售予Lagenda产业（LAGENDA，7179，主板产业股）子公司。

根据文告，凯德大马产托可从本次脱售获得5050万令吉的净收入，而该产托将会全部用于偿还贷款。

根据截至6月底的贷款总额，该产托的负债率，将会从44.1%，改善至43.5%。

我自己也是在相关ADVISORY 行业也是混很多年的

这个算是 他的管理层厉害 adopt Turnaround Strategy

@Loneranger

不是我要帮 PARKSON 说好话，

我从他亏钱开始关注，再从管理层丢掉不赚钱的ASSETS 见证了百盛慢慢由亏转盈

这个是个慢慢RECOVER的股票

股价通常跑在前方，我也去了解百盛发展的版图，你可以去百盛klse i3 or screener 我之前有分享过发展蓝图，也给你知道其实百盛真的进步越来越好了

你可以去留意，百盛香港已经开始给股息了

Parkson属于转机股 最考验耐心 如以短线或长线来看它 都会有不同的观点与论述 没有所谓的谁对谁错

价值投资利益最大化的两个方法：

（1）重仓投资在拾荒股票才是股市赚钱的王道 (PARKSON and CLMT)；

（2） 重仓投资在人家看不起眼的二等金融股 (AFFIN)

永远秉持人弃我取那些蒙尘珍珠，还有记得别在股市追求时尚，追求名牌，因为名牌意味着高价格，贵东西！

接下来我会义无反顾的重仓CLMT和PARKSON，将我的投资盈利最大化。

种种原因，我已经在很久前透露在KLSE i3 和 KLSE SCREENER

当然这个才开不久的部落格也是说明很多了！

永远要记得投资股票就是投资未来的价值，投资前景，投资可达到的梦想！

市场很多课程老意味的纠结过去种种的商业亏损，但是没有注重高管理层有没有励精图治，还有一个盲点就是企业失落的因素是属于可控制 (Controllable Factor) 还是不可控制的 (Non Controllable Factor)

最近有点忙，但是我会抽点时间继续帮助大众在拾荒股票路线解密。

真金不怕红炉火！这两个是我早期部署然后重仓的股票，符合上面两大条件，多多益善！

https://devotee-of-john-templeton.blogspot.com/2023/09/1-parkson-and-clmt-2-affin.html

价值投资利益最大化的两个方法：

（1）重仓投资在拾荒股票才是股市赚钱的王道 (PARKSON and CLMT)；

（2） 重仓投资在人家看不起眼的二等金融股 (AFFIN)

永远秉持人弃我取那些蒙尘珍珠，还有记得别在股市追求时尚，追求名牌，因为名牌意味着高价格，贵东西！

接下来我会义无反顾的重仓CLMT和PARKSON，将我的投资盈利最大化。

种种原因，我已经在很久前透露在KLSE i3 和 KLSE SCREENER

当然这个才开不久的部落格也是说明很多了！

永远要记得投资股票就是投资未来的价值，投资前景，投资可达到的梦想！

市场很多课程老意味的纠结过去种种的商业亏损，但是没有注重高管理层有没有励精图治，还有一个盲点就是企业失落的因素是属于可控制 (Controllable Factor) 还是不可控制的 (Non Controllable Factor)

最近有点忙，但是我会抽点时间继续帮助大众在拾荒股票路线解密。

真金不怕红炉火！这两个是我早期部署然后重仓的股票，符合上面两大条件，多多益善！

https://devotee-of-john-templeton.blogspot.com/2023/09/1-parkson-and-clmt-2-affin.html

价值投资利益最大化的两个方法：

（1）重仓投资在拾荒股票才是股市赚钱的王道 (PARKSON and CLMT)；

（2） 重仓投资在人家看不起眼的二等金融股 (AFFIN)

永远秉持人弃我取那些蒙尘珍珠，还有记得别在股市追求时尚，追求名牌，因为名牌意味着高价格，贵东西！

接下来我会义无反顾的重仓CLMT和PARKSON，将我的投资盈利最大化。

种种原因，我已经在很久前透露在KLSE i3 和 KLSE SCREENER

当然这个才开不久的部落格也是说明很多了！

永远要记得投资股票就是投资未来的价值，投资前景，投资可达到的梦想！

市场很多课程老意味的纠结过去种种的商业亏损，但是没有注重高管理层有没有励精图治，还有一个盲点就是企业失落的因素是属于可控制 (Controllable Factor) 还是不可控制的 (Non Controllable Factor)

最近有点忙，但是我会抽点时间继续帮助大众在拾荒股票路线解密。

真金不怕红炉火！这两个是我早期部署然后重仓的股票，符合上面两大条件，多多益善！

https://devotee-of-john-templeton.blogspot.com/2023/09/1-parkson-and-clmt-2-affin.html

CapitaLand Malaysia Trust (CLMT) - Update - (1) Divestment and Disposal of Non-Performing Assets; (2) Potential Indirect Beneficiary from Budget That might be Allocated to Penang for Development; (3) Good Result in upcoming QR

https://devotee-of-john-templeton.blogspot.com/2023/09/capitaland-malaysia-trust-clmt-update-1.html

Tips -- > certain alliances or members from CREADOR will also start collecting CLMT



EXPECTATION FORMED ON 1 AUGUST 2023

My prophecy and expectation of the price of CLMT to reflect its value due to the above plans


12 - 18 months from 1 August 2023 (current price RM0.530 as of 29 August 2023)

Pessimistic = RM0.750
Optimistic = RM1.000
Beyond Expectation = RM1.200

REVISED EXPECTATION FORMED ON 5 SEPTEMBER 2023 - To reflect the above Divestment of Non-Performing Assets

8 - 14 months months from 5 September 2023 (current price RM0.540 as of 5 September 2023)

Pessimistic = RM0.750
Optimistic = RM1.000
Beyond Expectation = RM1.200



DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

据一些消息，安华会大大照顾以下的州

1) Johor - 已经承诺一些事情,比如经济特区

2) Penang - 已经承诺一些事情比如轻快铁，希盟的最大党，火箭的堡垒区，也是团结政府的造王者，更是华哥和Mat Sabu的家乡。-> CLMT's main quality assets in Penang

3) Sarawak - 团结政府的造王者，必须关照 - > one of AFFIN's shareholders

这个应该会是下个月财务预算案受益很多的

那些绿洲好像没有在排行榜上。

这些州related 的公司股票应该会有机会飞翔。

据一些消息，安华会大大照顾以下的州

1) Johor - 已经承诺一些事情,比如经济特区

2) Penang - 已经承诺一些事情比如轻快铁，希盟的最大党，火箭的堡垒区，也是团结政府的造王者，更是华哥和Mat Sabu的家乡。-> CLMT's main quality assets in Penang

3) Sarawak - 团结政府的造王者，必须关照 - > one of AFFIN's shareholders

这个应该会是下个月财务预算案受益很多的

那些绿洲好像没有在排行榜上。

这些州related 的公司股票应该会有机会飞翔。

Sungei Wang Plaza is not bad right now

My follower visited Sungai Wang Plaza in August and discovered that https://www.megastararena.com/ is one of the Jumpa's tenant

Sungei Wang Plaza is not bad right now

My follower visited Sungai Wang Plaza in August and discovered that www.megastararena.com is one of the Jumpa's tenant

EPF and KWAP bought non stop

https://www.klsescreener.com/v2/announcements/view/5595895

https://www.klsescreener.com/v2/announcements/view/5595889

Affin is also owned by Sarawak government.

Sure sure will get benefits

CLMT 重要assets 在槟城，Hoseh 了

槟城有重要的3个，gurney plaza, Queensbay mall, Valdor

未来会有更多

https://www.klsescreener.com/v2/news/view/1197979

所以大家看到了吗？我的声音，管理层听到了，我曾经提议Clmt 管理层卖掉不赚钱的，他们真的放在心里的

他们这次下定决心要重组旗下的业务

我之前分享我长篇大论的财务业务分析

我分享我的分析和projection 和提议

CEO 透过他的IR director 回复了我

这次他真的认真看待我说的话

如天降甘霖

我的看法被他们采纳了

接下来他们会大量投资induatrial premises 来发展 industrial or logistics REITs

Johor and Penang both

Johor 1st priority

Penang 2nd because Penang is Anwar's hometown

#CLMT

期待着安华给槟城的财务资助

Budget 2024 应该会偏向槟城

毕竟自己的老乡

还有槟城3大计划

Penang Tourism Master Plan
Penang Transportation Master Plan
Penang Industrial Master Plan

一旦budget 出来加上下个月的业绩来个青色的，大青

不飞都难啊

个人看法，加码要快。

个人看法，买卖自负。

#Parkson


百盛就像的了重病比如癌症的病人

经过了无数次的chemotherapy

调养好身体

现在慢慢浴火重生，看到他恢复正常，研究着他的成长，也是很满足，很开心

除了Parkson，CLMT 和Tunepro

我还会去物色更多拾荒股票，他们给市场遗弃了，没关系，给懂的人抹一抹干静后，一定会变回珍珠，愿大家一起陪伴Parkson 恢复和长大。

Let me recall the Retail Sales Data for the 1st seven month in year 2023. For the first seven months of the year, retail trade rose by 7.3%.

<Source: National Bureau of Statistics of China>
China's retail sales increased by 2.5% year-on-year in July 2023, slowing from a 3.1% growth in the prior month and missing market estimates of 4.5%. This was the seventh straight month of increase in retail trade but the softest pace in the sequence, as sales growth moderated for tobacco & alcohol (7.2% vs 9.6% in June); clothes, shoes, hats, and textiles (2.3% vs 6.9%); furniture (0.1% vs 1.2%); and communications equipment (3.0% vs 6.6%). Simultaneously, sales fell for cosmetics (-4.1% vs 4.8%), jewelry (-10.0% vs 7.8%), home appliances (-5.5% vs 4.5%), personal care (-1.0% vs -2.2%), office supplies (-13.1% vs -9.9%), building materials (-11.2% vs -6.8%), oil products (-0.6% vs -2.2%), and automobiles (-1.5% vs -1.1%). For the first seven months of the year, retail trade rose by 7.3%.

The rise of Retail Sales in China is a good sign that recovery is in progress and Parkson is on the right timing to expand its department stores in China with the additional opening of stores as mentioned previously. I look forward to seeing more and more positive update from China

Please refer to one investment expert who is very low profile and he was once a MD of a big company

Parkson - Department Store is not a Sun Set Industry

As I cannot post the website link to this page, you may refer to my sharing in KLSE Screener to obtain the website link

Why2TellMeWhy

CLMT is another GEM, to be honest

You can refer to my blog and understand Quarter by Quarter analysis before Covid-19 and back in 2018 till now

CLMT will be recognising new Rental Income from Hi-Tech Glennmarie Shah Alam logistics warehouse from Q2 FY2024 which will bring additional income and profit to CLMT

Other than that, by end year 2024, Gurney Bay should have been completed more than 50%. Unitholders shall be expecting higher CLMT share price to reflect potential value arising from the existence o Gurney Bay which will increase footfall in Gurney Plaza!

Budget 2024 could bring significant benefit to Penang especially the Monorail and LRT plan (Penang Transportation Master Plan) which will be beneficial to CLMT indirectly

Penang Industrial Master Plan has always been implemented by Penang State Government from time to time. The result will be reflected soon in the share price!

I strongly believe that CLMT Management will continue to look for more logistics warehouse as part of their Diversification Strategy in REIT.

Refer to C5 Unitholder Question: -
Has Management explored any potential logistics asset acquisition in 2023,
after completing Valdor Logistics Hub acquisition in December 2022?

We are actively looking out for acquisition opportunities in the industrial and logistics
space in key urban centres. We are also exploring built-to-suit and convert-to-suit
opportunities

There is no doubt on the leadership of the new CEO. I have faith in him and I believe new logistic warehouse will be acquired as the CLMT's goal to maximise unitholders' return via generating stable rental income

Good points about venturing into Industrial/Logistics REIT:-

1) Stable income due to higher demand as most MNC need warehouse to store their goods (example such as PKT Logistics secures logistics services partnership with Tesla Malaysia)

2) Industrial/Logistics REIT is far more better than Office REIT because most organisations start to adopt Flexi Working Arrangement which allows employees to work from home or remotely. Whereas Industrial/Logistics REIT is a must.

3) Higher NPI and Margin because lower cost is needed to maintain the warehouse

4) Higher demand for logistics services due to higher foreign investment in area like Penang Industrial Zone, Bayan Lepas, Shah Alam, Cyberjaya and etc.

Personally, I find that the price of CLMT will slowly going up to reflect the potential value that will be unlocked via several initiatives carried out by CLMT management.

DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

#CLMT
#Parkson

我的文章布光了，我很久没有联系的大学朋友也刚刚给我分享一个部落格，说什么好的介绍Lobang, 怎么知道我打开他send 来的link, 尽然是说明CLMT 和Parkson 的部落格

这个不就是我的部落格吗？怎么传播那么快？

感觉

CLMT 破60分就快了 （这个月里面应该是最快的）

Parkson 破30分也快了-（最快下个礼拜，最慢这个月里面）

我也感觉会飞了，快了

#CLMT
#Parkson

我的文章布光了，我很久没有联系的大学朋友也刚刚给我分享一个部落格，说什么好的介绍Lobang, 怎么知道我打开他send 来的link, 尽然是说明CLMT 和Parkson 的部落格

这个不就是我的部落格吗？怎么传播那么快？

感觉

CLMT 破60分就快了 （这个月里面应该是最快的）

Parkson 破30分也快了-（最快下个礼拜，最慢这个月里面）

我也感觉会飞了，快了

<Sharing from a hidden and low profile Investment Guru who does not earn from fee but earn genuinely from recovery stock>

This is how i see it from my personal opinions. Could be wrong and hope it helps -

(1) I am expecting a min of 70% stores in China to be profitable by end of 2023 compared to 40% as of end of 2022. And recovery to continue into 2024 (>70% stores to be profitable and higher net profits) with on-going optimization.

(2) We should be seeing a 3 phase journey based on available information - (a) recovery journey (turning to black and stores becomes profitable) that started in 2023 (b) stabilisation period of one year in 2024 to allow new stores to mature (one year gap in between new stores in China) and FY2024 should be seeing higher returns compared to FY2023 barring any unforeseen circumstances (c) Fully transitioned into commercial space operator within the consumer cyclical segment generating normalized earnings and excess returns. Parkson as a group turned from aggressive growth in the past to getting into going concern and getting out of it, realigned its business decisions/focusing on operational efficiencies, and here we are now in phase (a).

DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.