Icon8888 I am defending my brand

hahahahaha

Nestle on the other hand has moat. The moat is milo. The brand itself is a moat.

moat to be has only one meaning the possibility of the business to be replicated. It can be strong or weak. When a business cannot be copied, its irreplacable and therefore u can demand high margin. When u think of it, all good business have high margin.

Think of it this way can macdonald ever be replicated?
it can never be copied therefore it has a very strong moat. To me QL has some sort of weak moat or u could call it niche but far fetch from irreplacable.

Icon8888 Longer than Jon Choivo

lol

wdf only day 4

fuck im late again

Looking at your comment you are looking at surface only. U only know skin. U don’t even know what tony visions are. Budget Passenger carrier service is only to absorb market participation very much like grab or do U think it’s the only source of income? I notice u somehow trying to compared it to ql. I can tell u airasia is in another tier.

I would choose aeoncr anytime over rcecap business wise. I think it’s a so so company.

not interested in automobile industry. feel like it will get disrupted very easily . especially component manufacturing company. The only real money making machine is their stake in perodua.

10154899906070843 anyway, just some more information for you too digest to understand how ql works. when you try digest a lesser managed competitor LAYHONG try to look at their previous quarter results announcement. Why did they have a big loss? It was due to 8% increase in feedstock prices from soy etc, and a culling of chickens in tamparuli for their broiler farms. Why did this not happen to QL? They also had broiler farms nearby? It is because of their attention to biological safety and agricultural quality (no culling as all the chickens were safe). they also produce their own feedstock mix from palm oil kernels and other materials (which come from their plantations) so the rise in soy prices did not even affect QL.

Thats why when kids like Choivo capital thought they were making a good deal investing in LAYHONG they burned all their money, high revenue, very low margins, no vertical integration. When they got caught swimming naked, all their positions turned to dust.

These are not new things, and you could see it coming a mile away. It just takes business sense to see beyond just numbers and figures and truly understand how a business works, what challenges they face, and what their competitors are doing differently. PE will never tell you this.

that is called understanding your stock.

___________________________________________________________________
This is what we call business advantage.

dont touch anything u dont understand la

so much confident on gtronic eh

No offence but this pick very risky even if oil good year also not much gain

STOCKPICK 2019

Airasia 16%
Ahealth 12%
Kossan 10%
Wcehb 10%
Gamuda 10%
Ajinomoto 10%
Tongher 8%
Iqgroup 8%
Superlon 8%
Pohuat 8

This counter many years already depressed margin

buy good property and construction stock and hold. sure earn money

Vs competitive industries. business wise it has no competitive edge, can be copied very easily, can be bullied by client. good business will never be bullied by client. Business wise already fail.

U dont even know what is happening inside. Dont touch if u dont know

7 11 has 2000+ stores while QL has like 60 stores. Are u like downright retarded

This Calvin is really full of shit. See also dulan

bought some

this is a cinaman family based company. they dont even breakdown the list of shareholders. maybe 5-10% for fishes in klse

privatization incoming. small retailer cannot win one

lol sailang jaks

u think its because drop in earning? i speculate they might be having conflict with dyson. look at the volume.

im not being biased but i can see ricky is a very experienced person. lets just learn from each other. no loss

actually ricky is asking a very simple question. no need to put annual report etc into your defence.

QL is a superb company at very very expensive price. overvalue or not it depends on perception. value is a perception.

family mart is a contemporary element to drive growth. it expand fast when its trending. it close fast when its outdated. its just a temporary strategy to drive growth.
The core business is superb.i wouldnt place so much importance on family mart. im more interested to know how they can moat widening their core business what extra value they can stack on their core business.

dont worry much. this company still has its niche where it serves the majority with budget apparel. recession is here chance to buy at very depressed price

if this company is having external issue with dyson better dont touch.

dyson making it clear whos the boss

calvin philosphy is low wont go lower. shit company wont become shit-ier. high wont go higher. good company wont grow. when up means pump and dump. if drop must buy. what kind of nonsense is this.

company with moat we sure dont have one for now. but i still believe we have companies with excellent system, management and product

even panasonic the branding does not belong to us.
pbb is company of excellent management and system. it is not really a moat. if banking industry has a moat we wouldnt have so many different bank account and credit card. it is highly competitive
without government assistance, i dont think there is a company with solid moat.

Not bursa no fundamental. its lacking companies with moat. if u take glc out of the equation we do not really have a company with moat. we simply cannot fight with country like US or China in exporting power

when got project will automatically up back

its because of 1 time zero tax event. this is a one off event do not need to be so excited

this time really huat

look at him talking. artificially lol

the way u written how they handle debt is purely assumption.

what is ur definition of greedy.

gamuda has moat la dumbfu**

calvin shit all over the place and left. at least give ur price target la ask ppl run only

Tax refund is another topic. U can get cannot get also not certain why u talk about tax refund. U know how genting is getting taxed meh

Posted by vitac > Dec 1, 2018 12:36 PM | Report Abuse

Sometime i think this is lkt tactics, you chop me then i chop you back, noneed pay tax cause lost making, want to make me die ok we die together.

who told u loss making no need pay tax. u go open all the loss making company annual report see they pay tax or not

i dont think it will ever reach 2 though.

theme park is losing money one. for sure. there is no single theme park in malaysia earning profit one. first year maybe. after that?

is like that one u think do business easy meh . hahaha

then there is royalties? in genting case its very complicated. maybe tax expert can share their view here

its hard to see because i believe many segments other than casino is suffering losses. u have to pay tax even if u lose. pretty sure u have to pay taxes for theme park and hotel even if they are not making money

corporate tax 24% no? got rebate la so -4% maybe corporate tax stands at 20% around there. with gambling tax 25%. tax is very complicated u cant see it in details in the financial report.