Teong also cannot tahan?
used equity swap to cash out so much?

new CEO worked 1y+ , already disposing his shares at RM1.60

ccp also no save evergrande, Msia govt will save serbadk?

Saudi quiet coz still marah that oil crashed badly in Mar 2020
TP brent oil $90-100 by 2021, follow big US analysts

ewallet charging 0%-0.5%, CC charges 2-3% + terminal rental
most shops already stopped accepting CC/debit cards
no point to lease revenue terminal if no longer accepting CC/debit cards

forward annual growth also similar to TSMC only, but PEG ratio higher than it,
more to drop

botak counter forever stuck below 0.5

botak no energy as always, forever stuck 0.5 & below

botak no energy, forever stuck 0.5

RM2 share price still not enough liquidity...?
why wanna bonus issue lagi

ask your friend work in retail, QL eggs sales is way better than Nutri+

AEON is already struggling hard pre-covid, and that's mainly caused by oversupply of malls, where rental income is its main source of profit.
Recovery theme wont magically uplift this counter when the fundamental issues remain unsolved.

Out of so many things they could do during this tough time, AEON chose to make movies instead, not 1 but 2.
You judge yourself.

0.4 is broken sigh

already priced in

china vaccine is already released n taken by mass public
the race to vaccine is very strong now; it's no longer like last time with current more advanced tech

music chair is stopping

EPF is mad; risking rakyat money to infinitely average down their position when all others are disposing

EPF also started to jumpship; more negative quarters incoming

https://new.qq.com/omn/20201012/20201012A0FSUJ00.html

panic buying of groceries wont bring much profits to AEON, as margin for this segment is utterly low to cover the hefty losses from non-grocery and rental

gg waterfall diving

gg contract amount kena cut a lot

lol didn't all of this dude comments just got deleted by mod last round?

Q&A session with botak
https://www.edgeprop.my/content/1741155/q-tan-sri-lim-kang-hoo?wref=edgemarkets

just cut loss and switch to other better counter, the opportunity cost to wait it to come back is too high
Till now, AEON is still doing the same old shit, when other retailers are adopting IR4.0 and experiential retail

hopeless botak counter

we can't win IB as they can short sell when we retailers are prohibited to do so

"The other Malaysia-based banks flagged as “potentially suspicious” are ...... CIMB Bank Bhd (two transactions, received US$211,868), ......"

https://www.theedgemarkets.com/article/nine-banks-malaysia-led-public-bank-and-ambank-linked-23-suspicious-transactions

mrcb is untouchable due to its special relation with govt...

EPF was the only one been buying all this while, and finally gave up too.

This still isn't enough to wake you guys up?

all these sohai should be penalized by SC

all SKL, might as well blow 2b

out my ass

AEON's Revenue has always been high, but it is very weak at sustaining a good profit margin.

In coming years, MY economy prospect is going to stay dimmed, with cautious consumer spending, hence people will always seek for bargains, and online shopping is the preferred choice.

AEON is just a retailer, there is no way it could fight the cheaper prices coming from official manufacturers who list at e-commerce platforms themselves.

What's worse is the slow-down and halt of business expansion causing its tenant occupancy rates to suffer much, particularly in the suburbans, on top of the huge expenses forked for rental incentives.

careful pump n dump lagi

if newbie, then dont main botak counters

botak counter most 3days show

botak goreng news datang lagi

botak counter always pump n dump

KLCI red sea, foreign funds are pulling out aggressively, gloves are not excluded

harta always blow about how top-notch quality their gloves are, n laugh at others only know to play the quantity game
now topglove even overtook its position as largest nitrile gloves producer too; with the profits coming in, topglove is able to hire more n more talented r&d personnel
also, the AMG blow for how long already, yet till now havent gt approval from US; even if they get now, the market is very niche, as not many wanna pay so much premiums for that

better cut already, glove rally n maniac already slowed down, the race to produce legit vaccine is so much more intense compared to last time
market is expecting something big to come out before US election
till then gloves will drop further, with little space to up anymore

u buy harta for super duper long term coz its bosses wanna be the only kind businessman in pandemic by not raising its product prices as much as the others, all with the hopes that its customers will always come back to them
however, the market doesnt wanna risk their money in a counter with this high of opportunity cost

Analysts see MyEG as hidden gem poised to soar

https://www.theedgemarkets.com/article/analysts-see-myeg-hidden-gem-poised-soar

World’s top rubber grower challenges Malaysia’s glove dominance
https://www.theedgemarkets.com/article/worlds-top-rubber-grower-challenges-malaysias-glove-dominance

thailand wanna challenge Topglove

how could Bakbeli make profits, it is throwing prices aggressively

seems like already it's already priced in

Quoted from HLIB:

Outlook. In the property management segment, we understand Aeon granted rental rebates to ~70% of total tenants. While July rental collection has recovered to RM50m, we understand this is still lower than pre-Covid-19 rental income of RM58m/month. Furthermore, our channel checks indicate that many retail players have either (i) closed a number of physical retail stores and/or (ii) renewed leases from shopping mall operators in recent months at significantly cheaper rates. In conclusion, we expect the PMS division (which accounted for ~75% of EBIT in FY19) to continue to suffer as Covid-19 puts pressure on physical retailers and hence, shopping mall operators. Note that even before MCO, occupancy rate slipped to 90.7% in FY19 (from 91.4% in FY18) due to the supply glut of rentable retail space.

Forecast. We lower our FY20/21/22 forecasts by to 8.5%/24.1%/14.7% to account for weaker than expected retailing sales in 1H20, lower shopping mall occupancy rates and lower rental yield from retailers renewing leases at cheaper rates.

Maintain SELL. After our earnings adjustment, our TP falls from RM0.86 to RM0.71 pegged to an unchanged 12x PE multiple of mid-FY21 earnings. While the reopening of non-essential retail with the relaxation of MCO rules bodes well from Aeon going into 2H20, we expect the MCO to exacerbate the largest issue facing shopping mall operators, which is the supply glut of available retail space in Malaysia.

Before MCO, most AEON tenant lots were already empty.

Now, when you go to its malls, the empty lots are like doubled than previously.

Before moratorium ends, the situation is already this bad, try to imagine the upcoming months that how many more business owners want to close down their businesses in the malls.

To lure tenants to come in, AEON has to burn more cash.

Don't even talk about the retail segment which got thin profit margins even before MCO.

The opportunity cost to invest in this company is way too high.