However, consumer confidence is affected by many factors not only GST. There are also others such as economy, job security, exchange rate etc. Hence, while having said the above, the benefits to consumer is not as clear cut. Only time will tell.

GST is taxed on consumer not businesses. So even if GST zero rated the benefit will go to consumers.

However, because consumer save on GST, 5.66% they have more purchasing power. With purchasing power, assumption is sales in shopping mall increases. Retailers will benefit. Indirectly because the rental is based on gross rental and base rental the gross element will increase due to higher sales. Hence shopping malls are expected to benefit.

should never play margin... too risky. good luck.

Wow now MRT3 also scrapped. (https://www.thestar.com.my/news/nation/2018/05/30/govt-scraps-mrt-3-project/)

How much did the previous government actually stole from the coffers?

It seems to becoming serious....

I also dunnolah jururawat... i see also pening... some say because of Italy, some say because of LGE, only thing is prices for banks looks very attractive now to pick up... only thing is scared dunno if it is catching falling knife...

Jururawat @hellbender today maybank release their earning and increasa 10% but today the stock price down 2.53% or 26cent, why? Overvalued or crooked?

Why drop again after good Quarterly Report? I really dont understand Msian market these couple of days... Run against fundamental. I think it is opportunity to buy. but not sure whether i am cathching falling knife... Any sifu can enlighten us on this.

I think MBB better right from what you shown us? MBB EPS is higher but of course is more expensive than CIMB

Jururawat Maybank;
StockPrice ; RM 10.26
MarketCap; 116.86bil
Div Yield % ; 4.31
Earning/Share: 0.72
Debt to Equity; 0.83
Net Margin %; 28.78
Forward Price/Earning; 12.99
Revenue Growth %; 6.07
Return the Assets %; 1.00
Price/Sales ; 4.10
Price/Book; 1.54
Beta; 0.85
Sales Q/Q (last yrs) ; - 7.00
Net Income- YTD/YTD (last yrs) ; 11.50
Net Income- Q/Q (last yrs); - 9.70
Sales 5yrs Annual; +6.07
Net Income 5yrs Annual ; 5.50
Dividends 5yrs Annual ; 41.26
Pre-tax Margin; +38.64
Net Profit Margin; +28.78
Ave Pre-Tax Margin 5yrs; +38.90
Ave Net Profit Margin 5yrs; 29.00
27/05/2018 20:35


Jururawat CIMB
StockPrice ; 6.12
MarketCap; 58.26bil
Div Yield % ;. 3.86
Earning/Share: 0.50
Debt to Equity; 0.84
Net Margin %; 25.63
Forward Price/Earning; 10.64
Revenue Growth %; 5.32
Return the Assets %; 0.90
Price/Sales ; 3.23
Price/Book; 1.19
Beta; 1.96
Sales Q/Q (last yrs) ; +3.90
Net Income- YTD/YTD (last yrs) ; +25.60
Net Income- Q/Q (last yrs); 24.10
Sales 5yrs Annual; +5.32
Net Income 5yrs Annual ; 0.08
Dividends 5yrs Annual ; 10.76
Pre-tax Margin; +34.99
Net Profit Margin; +25.63
Ave Pre-Tax Margin 5yrs; +32.70
Ave Net Profit Margin 5yrs; 24.30

what happen yeah? why suddenly all drop?

oh i c so most definitely will get the special dividend.

Dunno why so unlucky today klse all fall :-(

Hopefully it is temporary.

If we buy today will we still enjoy the special dividend? Not really sure?

I am also quite bullish on this stocks especially with the coming tax holiday for at least 2 months, i think the pent-up demand will help the revenue.

As for the dividend, i am in agreement with ahgoo and RainT

tecpower, what is with kesm... very yoyo the price. semiconductor index like no impact on share price but yet EPF still acquired on 18th May.

Quarterly numbers fell. Is the dividends sustainable?

why fall?

My view point on the stock:-

The + points for Carlsberg
1) World Cup for 2018 in June
2) Better consumer sentiment
3) innovation from new brands such as Apple Cider

The Risk:-
1) Government Risk - Not sure what is the direction for new govt..

I bought a little. I think at RM4.30+ still not too bad. They are one of the best construction companies in Malaysia.

Why price continue to yoyo up and down...

i already forecast earlier to be careful of this counter b4 election. No use keeping politically linked stocks the risk is just not worth it. From RM2.50 b4 GE14 to now RM1.20.... good luck to those who still keep.

The next few months up to 100 days will still be volatile... So many new policies coming in. Thankfully got the Council of Elders. Hopefully, they will be able to steer Malaysia clear of any headwinds.

any forecast tomorrow? Up or down?

Only time will tell if invoke is right. Happy voting today peeps!

i hope the starbucks will be manufactured in malaysia or at least malaysia will be able to contribute in some way to the nestle-starbucks deal.

http://money.cnn.com/2018/05/07/news/companies/nestle-starbucks-deal-coffee-alliance/index.html

wah sslee you so many questions... might as well you skip this company. You never attend AGM before ah? You only have chance to ask 1 - 3 questions max... otherwise the chairman will ask you to sit.

I just found out about this stock... damn ... i couldnt believe it...bought it at 17.40 but now already 17.86. Cant wait for it to go up to 20.00 as per the price target of cimb, kenanga, and affin.

I supposed some of you guys bought it at very much lesser price.

Pakatan Harapan promise in 1st day to 100th day of taking government is abolish GST. If they u - turn they will look like idiots... probably they will zero rate all GST items.

Election play is on now. Only after election, certainty will come. Lets hope the better side wins

MyEG will be in trouble if Pakatan Harapan wins the election.... their gst softwares will be null & void because there will be no more gst.

Too much election uncertainty.

how is a company able to challenge a free tv such as tvbox. No way. Even DVD sellers are now resorting to selling wan-tan mee nowadays.... whatabout Astro. Only reason they are still surviving is because the oldies are reluctant to change. Year on year Astro continue to increase their prices but offer little value in exchange. More people will cut the cord and Astro will be in deeper red.

most of all my beef is with the crappy dividend. 3.5 cents...i.e yield of 0.6%

unable to see silver lining in this stock:-
1) EU palm oil ban
2) Liberia plantations - halt planting
3) Crappy dividends
4) Downstream is down yet still buying Ruchi Soya... ??? another EagleHigh ala Felda?
5) Lower expected CPO prices of RM2500 to RM2600 compared with realised of RM2706pmt.

Pls advise if my observations are right.

dividend is crap. 3.5cents. goodness... Thought it is main contributor to Sime Group.

now i wander if too add, sell or hold....decisions decisions... any one?

Hermit so price drop is because of dividend payout? price will rebound again until next dividend payout?

hmm today KLSE red but Nestle increased to 116.10. I have a theory that Nestle is like a safe haven. when market is red Nestle is up.

i see... thanks for the information.

i myself dont understand the reason why the share price shoot up so high but i came away positive when i saw many POSM in Aeon Big & ohher leading supermarket recently. No other FMCG companies came close in beating Nestle with their promotion.In fact for CNY, the bulk of my purchase came from Nestle products. Its tangible and clearly indicates they are the market leader in each of their categories. anyhow, i am holding to this shares as how calvintaneng said the RM appreciation should help nestle. Of course buying this shares is not a good idea due to the 42x pe. Lets wait and see the Quarterly results. I am quite concerned on the dividend yield for this stocks.

Positives:-
1) RM appreciation - cost become cheaper
2) Consumer sentiment still suppressed - will be better moving forward
3) Consumer staples
4) Market leader in their category
5) Sterling management performance

Cons
1) Share price too high

what is the reason it went up so high? dunno.. is it because of CNY. Everybody buying Nestle products. Nestle is also so agressive in their marketing... free coffee, container, product, etc... just came back from Aeon BIG and was impressed with Nestle marketing. Do you see other fmcg companies doing that in the supermarkets? one whole section of the aisle is kept just for Nestle.

why nestle coming up? any idea why? defying gravity. should have bought more. :(

i c

the price of IGB REIT still yet to factor in South Key Megamall in Johor. I think once factored in, should be up.

sorry i mean bid quantity more than ask quantity... i.e people buying at lower prices more than those selling

funny thing is ask quantity more than bid quantity? does it mean bankers are bidding down the share price? Only retailers are selling? Aiseh... cannot tahan the constant fall.

too long to wait. Sorry i cut loss first. See you at Rm10.

Does anyone know how to read this? Need some help. January closing was $7221, but February 2018 is up to $8171 and maxed out in June 2018 at $9938. I dont understand this. so the fall in HY is temporary and should increase in June ?

http://www.cmegroup.com/trading/energy/refined-products/singapore-mogas-92-unleaded-platts-brent-crack-spread-swap-futures.html

Just came back from majority of banks for loan... MBB offered indicative effective ir at 4.15%, CIMB@4.25%, Affin @4.3%, PBB@4.52%, UOB@4.3%, HSBC @ 4.55%. Why MBB BR so low until they can outbid all other banks? So aggressive... isnt it prove to you that amongst all banks MBB is best because they can get so much of business? Who here dont own MBB account? Practically everyone uses MBB one way or another. But yet i still dont understand why MBB languishing below RM10 with Dividend yield around 5+%. Isnt it undervalued?

after 30/8/2018 election results come out... if BN win oklah.... BUt if BN lose... MBB mati man... can still be in the money?

Remember if BN lose sure MBB CEO will cut...

Too long and too uncertain if you ask me.

If you buy and keep with dividend yield at above 5% also still better than buying shit shares like KUB,FELDA, DRBHICOM isnt it or even keeping in FD at 2.8%return?

Any experts can provide analysis &TP for MBB....thanks.

GE rally coming. Maybank should hit above RM10 right? MBB dividend yield is above 5%. Dunno why still take so long to jump when others already jump yesterday?

who do all this window dressing and for what? Don't understand. If it is not the fair value why go buy until 1.80? i am not complaining but don't quite understand. Just to make themselves look good? i hope is not EPF. our money all tied inside. There should be some ruling on this. Outrageous...

wow...what should we do? Dilemma dilemma? Add somemore or take profit?

Question is not to shoppers but to tenants (i.e Shopping mall tenants). If you are in the retail business, which mall in Malaysia is the best in terms of sales? Your answer will tell you the reason why difference in PE is so high.

which is the best mall in Msia? Simple question simple answer.