slow & steady :)

Hehe, when will be the real test come, paperplane? Many of us thought 2017 should be a more cautious year, but it turns out totally different. It seems now everyone can make money.

每天都会听到天下没有白吃的午餐，但还是每天期盼免费的午餐

不明白为什么有人会相信那个年轻人，贪婪蒙蔽了双眼和最基本的判断力

Congratulation to Mr Ooi & all shareholders, fantastic results!

Very interesting stock

slow & steady

Know what you want & decide how to go about it.

Up & down is normal in stock market, nothing is sure thing or guaranteed. Invest wisely & cautiously, remember the famous rule: don't lose your money.

I know what I want & nothing has changed in business. So let's see.

Market sentiment affected by US soap drama

黄金是无数商品之一，本身更是没有任何生产力，和股票并不能相提并论，充其量只能说黄金是避险工具的选项之一。

Thank you for the analysis

这次的分析很好

Good article

谢谢大家的厚待，谢谢！

Miss this one, congratulation to all!

Thank you, probability, luck play a big part :)

hehe, still good closing

I will be very happy if can stay up above 3.30 ʘ‿ʘ

一心念，一人生

Sell if you think it is good for you to lock in profit, I shall wait for my TP 4

Fund managers see something we didn't see?

Congratulations to all too! Happy to see all make money!

Only funds can do it, we ikan bilis follow only :)

Welcome, star8888

Agreed, VenFx bro

Slow & steady :)

Or is it the tactics for Najib to draw attention from China? If yes, he must be very successful in doing so.

Congratulation to all! Hope it is finally over.

On point 3, I am not sure why the company reduced its spending on "Purchase of trading merchandise, food, beverages and consumables".

May be the Company changed its strategy not to spend so much on the free goodies but spend somewhere else OR the company gets cheaper supplies of these items, so spend less?

But author never gave his assumption but assume this was something not supposed to happen & it will back to where it was.

So make your judgement.

Again, it may be worth to take a look on the following:
http://klse.i3investor.com/files/my/blog/img/bl2510_profit_margin_on_oldtown.jpg

Point 2, it is totally misleading to state PE ratio of 30, the historical PE ratio exclude forex gain should be 22.6 times

http://klse.i3investor.com/files/my/blog/img/bl2510_profit_to_shareholder_ex_forex.jpg

It may be worth to take a look at the following if you think the PE is too high:
http://klse.i3investor.com/files/my/blog/img/bl2510_old_town_vs_others.jpg

Please take note that some companies in the above are also enjoying forex gains

In respond to the article: http://klse.i3investor.com/blogs/kianweiaritcles/122747.jsp

On point No.1, It is not wrong to make any assumption when company is buying or selling its treasury shares, but buying or selling treasury shares does not mean the company is good or bad.

Author thinks it's time to sell when company has sold its treasury shares, my question is: what about if the company is buying its own shares? Time to follow & buy?

Nope, no one will buy just because the company is doing so. There are more important factors investors will consider before making decision:

The prospect, price & value of the company/business

On point 3, I am not sure why the company reduced its spending on "Purchase of trading merchandise, food, beverages and consumables".

May be the Company changed its strategy not to spend so much on the free goodies but spend somewhere else OR the company gets cheaper supplies of these items, so spend less?

But author never gave his assumption but assume this was something not supposed to happen & it will back to where it was.

So make your judgement.

Again, it may be worth to take a look on the following:
http://klse.i3investor.com/files/my/blog/img/bl2510_profit_margin_on_oldtown.jpg

It may be worth to take a look at the following if you think the PE is too high:

http://klse.i3investor.com/files/my/blog/img/bl2510_old_town_vs_others.jpg

Please take note that some companies in the above are also enjoying forex gains

Point 2, it is totally misleading to state PE ratio of 30, the historical PE ratio exclude forex gain should be 22.6 times

http://klse.i3investor.com/files/my/blog/img/bl2510_profit_to_shareholder_ex_forex.jpg

On point No.1, It is not wrong to make any assumption when company is buying or selling its treasury shares, but buying or selling treasury shares does not mean the company is good or bad.

Author thinks it's time to sell when company has sold its treasury shares, my question is: what about if the company is buying its own shares? Time to follow & buy?

Nope, no one will buy just because the company is doing so. There are more important factors investors will consider before making decision:

The prospect, price & value of the company/business

Working on something to respond to the article

Big like to this: "Dividend provides a link with reality."

Mr Tan, please share more other better quality articles, thank you.

Oldtown will be another 100% gain stocks, how on earth he can get all these picks, some more none of it is warrant, unbelievable!

Agreed with you, paperplane, the selection is just truly adorable!

不客气，这也证明为什么旧街场最新季度的FMCG赚率可以高达29%，是税前盈利赚率(profit before tax PBT margin, not gross profit margin)，就因为它是白咖啡领域里龙头老大，无论是在国内或国外，不但卖的最好，而且还可以卖的比别的品牌更高的价钱。

加油，另外特喜欢这句话，很有同感：
------------------------------------------------------------
这个是我们身为散户可以做的市场调查和数据证实，也是我们审查的方向。虽然我们的资料是有限的，或者可能不是第一手，但是我们不要因此而放弃审查，放弃研究，放弃投资。一定还有很多方法我们可以进行我们的研究的。

有一些话要说，文章里头说成交量笔数是指已完成交易的数量，真正的销量是点击进去看到的月销量。还有另一点需要知道的是价钱和咖啡容量。

旧街场600g的价格是49.9人民币，销量是22245。
金爸爸825g的价格是34.9人民币，销量是18466。

金爸爸刚进军中国并正在进行促销，以打响它的名堂。
--------------------------------------------
旧街场就是OLDTOWN白咖啡。我就点销量最高的。我们可以看到最高销量是金爸爸(Pappa Rich)1.6万的月成交，接着就是OLDTOWN白咖啡1.3万月成交。我还记得上几个月我也有留意到，OLDTOWN的销量是最高的。Pappa Rich白咖啡是没有上市的。OLDTOWN就有上市，所以我们就再多研究OLDTOWN白咖啡。

https://list.tmall.com/search_product.htm?spm=a220m.1000858.1000724.4.Dc8cx1&q=%B0%D7%BF%A7%B7%C8&sort=d&style=g&from=.list.pc_1_searchbutton&smAreaId=110100#J_Filter

很不错而且很有启发性的文章，谢谢分享。

我认为黄家泉不大对，去年应该不止2亿5300万，因为只是旧街场的出口都差不多有1.7亿。蔡智勇的说法应该比较准确，去年应该是12亿。
https://klse.i3investor.com/blogs/moneymoney/120789.jsp

My Observation:
Chua Tee Yong said export of white coffee in 2016 was RM1.2bil.
Ong Ka Chuan said export of white coffee in first 3 months of 2017 was RM500mil.

Not forget your prestar, you have done really great in steel plays, be it first & second waves :)

Interesting, need to study the figures again, thanks, probability, Mycron has been doing really well. Not only that, Masteel & SSteel too.

Hi probability, it is interesting for you to say that :)

Wow, 1.40 to 1.60, well done, Mr Calvin

Good sharing

Everyone makes money & now everyone happy!