David

davidngce | Joined since 2015-07-11

Investing Experience Advanced
Risk Profile Moderate

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Stock

2020-04-23 05:55 | Report Abuse

padini ecommerce strategy is still unsuccessful. don't know anyone who has ever purchased from their online store. The online store has been closed during the MCO. The high inventory levels suggest they've been struggling to clear their stockpile.

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Posted by Energiser > Apr 15, 2020 1:19 PM | Report Abuse

They got e-commerce sales and a lot of pent up demand for clothes shopping with the upcoming Raya festive season

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2020-04-22 16:37 | Report Abuse

AA/MAS merger will be bad news. I don't think the owners will agree to it, unless their arms are being twisted

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2020-04-22 14:55 | Report Abuse

AA market cap already the lowest in 10 years. In next 5 years, Tony targets non-airline business to contribute 60% of revenue. Oil price at all time low. Covid19 travel restrictions are just temporary, and there's still a lot of growth for airline travel in SEA. Not much harm accumulating now.

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2020-04-22 14:22 | Report Abuse

Sold all my shares after the AGM last year because I wasn't convinced with the management's explanations about their plans to develop smart home products. Their profits would follow the property market trends with half their revenue coming from sales of fans.

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2020-04-22 14:07 | Report Abuse

If TTB hasn't been buying during the past one month, I don't know what else he wants to do with the cash

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2020-04-21 07:32 | Report Abuse

Comfort will never command the same PE as harta or top glove

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2020-04-21 07:30 | Report Abuse

Bargain hunting day for those wth a long term view

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2020-04-20 17:49 | Report Abuse

Kyy using the remaining 10% of his wealth to fry comfort

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2020-04-20 13:28 | Report Abuse

Pity those who blindly followed Aminvest. Petchem would very unlikely sell at liquidation value

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2020-04-19 16:30 | Report Abuse

public bank is the slowest among the major banks in their digital banking efforts.

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2020-04-18 16:15 | Report Abuse

sold off my hartalega shares after years holding it. thanks for the good times, hope to own it again in the future