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2015-05-22 12:38 | Report Abuse
hi. perhaps you missed my statement about economies of scale. Say if the demand of goods increases, you will need more inputs of course, however, your variable cost like electricity, machinery and labour will not go up as much. because you can leverage on that cost. and buying in bulk and large quantity has its advantages eg. discounts, rebates, savings on transporting cost.
Note: All else being constant.
by theory, this is what should happen, of course the reality might deviate far from the theory.
Although i do not see whats the hype about the currency thingy, if you look back in past 5 years earning, they were doing well even when the USD did not strengthen.
2015-05-22 11:49 | Report Abuse
Simple economics, when home currency weakens, local goods become cheaper and more attractive to foreign buyer. Even if Homeritz have to buy in terms of USD for their cost of goods, the attractiveness of RM will increase demand, therefore improving sales. if the demand increases more than the amount required to buy the inputs, you will get growth. and in economies of scale, the more you produce, the cheaper the price per unit of goods sold.
2015-05-06 13:25 | Report Abuse
0.70, 0.80, 0.92, 1.00, 1.20, 1.50,1.60 how much do you this this company is worth? buy as u wish, sell as you wish! cheers :)
2015-04-28 16:36 | Report Abuse
the question u should be asking, is this company really worth 2.3x ?
2015-04-24 16:11 | Report Abuse
so... any fundamental improvement in the company yet ?
2015-04-24 15:22 | Report Abuse
is this undervalued company ?
2015-04-24 14:57 | Report Abuse
will look into it. thanks. have been collecting from 80c down 70c until 90c. in the long run, im always a net buyer. price up price down is also good news for me. i will come back when price is attractive.
2015-03-22 22:46 | Report Abuse
my god... RM depreciating so much...feeling poorer each day :/
2015-03-18 11:56 | Report Abuse
Berjaya Sports Toto Cayman Investment holding (Cayman) Limited ("BSTC")
2015-03-13 09:29 | Report Abuse
why cannot sustain above 2.00
2015-03-13 00:28 | Report Abuse
many have neglected the fact that oldtown white coffee is exported to singapore hk indo and china... perhaps they will benefit from weak RM too...
2015-03-04 11:35 | Report Abuse
why would cimb buy a small cap ?
2015-02-18 10:12 | Report Abuse
Those that did valuation on padini before will find their valuation distorted. We can no longer confidently predict their earnings anymore.
2015-02-17 23:19 | Report Abuse
Since when did this became a "buy & pray" counter? We just need to look at the facts and think logically. Buy, hold or sell is own choice.
2015-02-17 22:13 | Report Abuse
Bad reputation of the tiah family will stain forever.
2015-02-12 23:19 | Report Abuse
why the result out so fast this time ?
2015-02-10 11:40 | Report Abuse
sad... why go up so fast, i haven't finish my collection ....
2015-02-09 16:41 | Report Abuse
let's just wait Quarter result.
2015-01-02 15:20 | Report Abuse
Since when this is a political forum? Btw. Billionaires have the right to choose where they can donate. Its not our right to condemn. Its their money. Donte to aliens, ghost or animals also non of our business.
2014-12-21 23:08 | Report Abuse
Sadly to say. This is a good company. However, runned by poor management.
2014-12-10 09:46 | Report Abuse
http://www.forbes.com/sites/investor/2013/12/06/why-warren-buffett-is-not-the-worlds-greatest-value-investor/
maybe u guys need some enlightenment. warren buffet came out from the shadows of his great teacher the late ben graham. now he no longer just look for bargain stocks with cheap price. he look for good companies at a fair price. and we all know there are reasons why companies are selling a dirt cheap price.
2014-12-01 10:01 | Report Abuse
im watching october sell off happening again ! teehee !
2014-11-19 17:29 | Report Abuse
sometimes you must learn to cut the rope and save yourself...
2014-11-19 16:16 | Report Abuse
hmmm... there is a reason why companies are selling cheap...
Stock: [LCTITAN]: LOTTE CHEMICAL TITAN HOLDING BERHAD
2021-10-28 15:10 |
Post removed.Why?