How bout the impact on Vsi since their sales mainly come from Keurig, not just Dyson.

Winwinyarazhi want me to show the link Keurig was acquired by other co. I show la. Lol.

Do you guys think I am making up the stories. Here the link the Keurig sold the company to provate equity firm.
http://www.usatoday.com/story/money/2015/12/07/keurig-green-mountain-jab-holding-company-acquisition/76913020/

http://www.usatoday.com/story/money/2015/12/07/keurig-green-mountain-jab-holding-company-acquisition/76913020/

For skp, they are mainly dyson products. So, no issues like VSI

No need to switch lol. Vsi have manufacturer keurig product. Keurig product now want to sell the company. Not guranteed that the new company will use vsi as their manufacturer as they already manufactured the coffee machine themselves.

I think not many ppl know that Keurig is going to sell the company. How will vsi continue to sustain it's coffee machine contract.

Now the utilization will improve on second contract which commence on Jan 2016. In addition, the additional capacity and consolidation from Technic will guarantee the earnings growth of SKP. So, with PE of 14x is considered cheap compared to other export players such as SLP & SCGM. TP: 1.76 based on Kenanga latest report.

Biz of lighting is low end technology. Many companies in China can give lower price. Don't think this company can grow further.

Can they got another concessions biz. So far, they survive only bcoz of MAS political connection . The next venture exactly going to be worse

Not all rm218 mil. Only half brahim will receive, the remaining RM110 will be based on brahim performance which is unlikely unless sats can turnaround dramatically. The FV then shd be rm1 max. Retail player can goreng up to Rm1.3 if the didn't know the conditions imposed by sats

Waiting for budget sure rally

Btw, Chinaman biz is normal for this, as long as you give lower price sure nestle will continue to use the products/services. Don't tell me you didn't know this.

Losing nestle in exchange of 4 years profit locked in upfront.

Or maybe Ayoyo you hoping by your comments the price drop so that you can join the rally in few days. Ok. I understand.

Ayoyo just wanna satisfied himself bcoz he sold everything already. Too bad. Miss the boat. It's common bro. Like I said, the RM8.44 mil that century will receive is huge.

RM8.44 mil more than enough to cover profit from nestle for 4 years. Good!

I think this thread have been hacked by simon333 and martin555. Saying stupid things all the way.

Why suddenly up today?

its undervalued now.. Kenanga Research TP (post bonus) : 2.62

Vsi can go up all the way to 6.34, don't see why this stock can't. Both have dyson product.

Also don't forget, the Company also benefit from USD currency.

The PAT is actually improved by 8% if you look against previous quarters. Also, the declined of PAT is only 8% for 1H if you look against previous years. In addition, pionner tax renewal approval for another 10 years has been approved in June, so we will see higher earnings in the next quarter. The sales order backlog is also high which is about RM50 mil. Don’t see any more downside risk on the stock.

If oversupply, then all furniture biz will have a Sell call then (I.e. HomeRitz, jaycorp etc

Profit drop 20%

This thread is not about macro. Thanks.

Remember Keurig products still not resolved... Cheers!

Yeah. Can't be so obvious.. Lol!

Cheers!

Seems like bigheadsheng too emotional now.. Haha.. Come on bro..

Anonymouses888 So, no go for all stocks now? Then, what to Buy in BEAR market?

Profit jumps 150%

I agreed the export market is theme right now, but the issues with vsi is the scrap Kuerig products.

Bigheadsheng.. I think you should post your statement to all stocks instead of vs industry only.. I think all stocks have the same issues.. Ppl comment so price we drop bcoz they want to buy at cheap price. Ppl comments so that vsi price wont drop that much as they have interest in it and want to cap losses. At this moment, all stocks will drop, so it depend of which stocks will fall further.

So waiting for support level at rm4.8 to enter anyone?

Vs fair price no longer rm7. You should take into account Kuerig issues. The earnings will be impacted. Hence, Target Price should be lower. Plus, with current market downturn, your PE is also hard to reach.

This threads now going macro.. Haha.. Back to century pls..

Market range bound at 1600. Vs 4.8? Support level 4.5?

1 ringgit after results sell

Should remember that Keurig product will push down the sales going forward

I will buy at 4.5 and i think goreng kaki already bought at current price. Haha

Thanks for pushing down the Stocks :)

Are you sure? If Century give lower charges, will Nestle go to other companies? Sound stupid right...

<<The company lowered its earnings-per-share and revenue projections for the current fiscal year and said its adjusted earnings per share will shrink in the first quarter of fiscal 2016 compared to the same quarter in fiscal 2015.>>

This is not good.

Btw, Kold is their new product. The sales is still heavily rely on the existing products which on the declining trend. Maybe not good for now.

I'm waiting for 98 entry as well after those who panic on LOD

The LOD is baseless and unsubstantiated. Its unlikely that Nestle demand will be materializes. Read the announcement http://www.bursamalaysia.com/market/listed-companies/company-announcements/4822201

Are you aware of the news lately, Keurig, one of their products have been affected in US as seen in 3q results.http://www.cnbc.com/2015/08/05/the-associated-press-keurig-plunges-on-3q-sales-says-it-will-cut-around-330-jobs.html that's explain the drop in prices for the past three days.

My mistake, overlooked the non-controlling interest profit. This means that EPS will increase to reflect MI portion. And yes, I agreed the acquisition of Embrace is done at cheap price.

And the price is fairly valued unless MYR currency depreciate further.

Bro, the Company has already consolidated all revenue and profit as Embrace Industries its their subsidiaries. Acquiring the remaining 35% stake means nothing to the income statement. The benefit is only on the cash flows as the Company would be able to utilise Embrace Industries's cash flow (if any). Please refer to IFRS accounting standard for my reasons above.