moneySIFU

moneywhere | Joined since 2016-01-23

Investing Experience Intermediate
Risk Profile Moderate

Read more reports & do analysis, carefully make your own judgement. Don't listen to anyone but yourself bcos IT'S YOUR MONEY. 为你的梦想努力,做你自己金钱的主人,不随风逐流,不听风是雨,不追高贪胜

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User Comments
Stock

2017-05-08 10:56 | Report Abuse

I will still only consider core profit & won't change my TP. But it is very positive to the cash flow of the company since the disposal of treasury shares generated fresh cash of 31mil.

May be we can expect something good from the extra cash generated, say special dividend or higher interim dividend? We will know in the coming QR announcement later before end of May :)

Stock

2017-05-08 10:41 | Report Abuse

Oh, I have not thought about it, SALAM, need to work out on the profit effect on the disposal of treasury shares, it is very interesting. Thank you very much!

The disposal was done in April & May, it should be reflected in June QR.

Stock

2017-05-08 10:40 | Report Abuse

Thank you for your kind words, probability, Henry & Star :)

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2017-05-08 10:20 | Report Abuse

Thank you, VenFx bro, I feel lucky for what was & is happening. :)

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2017-05-08 09:59 | Report Abuse

Don't follow anyone including me, do your own homework, read all news & reports and make reasonable assumptions & targets. Stock investing is not hit & run but long life money rewarding planning.

Stock

2017-05-08 09:46 | Report Abuse

Make your own decision if it is good enough to sell & lock in your profit. Your money your responsibility.

Stock

2017-05-08 09:44 | Report Abuse

Congratulations to all shareholders, I am holding on & look forward for next quarter results :)

News & Blogs

2017-05-07 21:44 | Report Abuse

Thank you, pussycats, be more cautious in buying any stocks in view of recent drama.

News & Blogs

2017-05-07 21:40 | Report Abuse

Consumer stock valuation is majorly supported by the consistent dividend payout & yield and market positions of its products.

For Nestle, Dutch Lady & F&N, PE25+ is acceptable during bull market even though the revenue & profits are expected to grow at rates of single digit, these are mainly due to the strong brands & wide choices of their products.

For Oldtown & Power Root, who are both selling single product, that's coffee, is expected to get lower valuation compared to these big guns.

Stock

2017-05-07 18:15 | Report Abuse

Consumer stock valuation is majorly supported by the consistent dividend payout & yield and market positions of its products.

For Nestle, Dutch Lady & F&N, PE25+ is acceptable during bull market even though the revenue & profits growth is expected to be single digit, mainly due to the strong brands & wide choices of their products.

For Oldtown & Power Root, who possess single product, that's coffee, is expected to get lower valuation compared to these big guns.

Stock

2017-05-07 18:02 | Report Abuse

Hi BN_menang bro, any stocks you are currently holding or under your watchlist? Mind to share?

Stock

2017-05-07 14:28 | Report Abuse

Insider Asia: Focus Lumber expected to turn around (The Edge weekly)
http://klse.i3investor.com/blogs/greatnz/122310.jsp

News & Blogs

2017-05-07 12:36 | Report Abuse

Fair comment by Gamer Dans, I have commented in OldTown forum to cautiously optimistic about the future, next few quarter's results will decide where should the price go.

News & Blogs

2017-05-06 16:40 | Report Abuse

Not only selling like hot cake, Oldtown White Coffee is indeed selling at higher price than all other white coffee brands at Taobao & Tmall

News & Blogs

2017-05-06 16:39 | Report Abuse

Agreed, Bull bro, I personally saw them bought oldtown & heard their conversations last week at Jaya Grocery Uptown.

-----------------------------
Fortune Bull Moneysifu! I fully agree with you! Oldtown white coffee is extremely popular with China tourists, which is why expanding in China so easy! Years ago, before Oldtown expand in China, China tourists packed white coffee to bring back!
06/05/2017 16:09

News & Blogs
News & Blogs
News & Blogs
Stock

2017-05-06 16:31 | Report Abuse

Oldtown is priced higher than other brands in Malaysia & Overseas & still ranked No.1 selling brand in white coffee segment

Stock

2017-05-06 16:27 | Report Abuse

Hi AnimalFarm, I am not coffee expert or lover but in order to understand more about coffee, I started to observe all coffee packs & prices whenever I go to market.

I also bought a pack of oldtown hazelnut 3in1 to try it out. Hehe, a pack of 40g still got balance after 2 times drink :D

Very tasty & like the coffee's aroma.

Stock

2017-05-06 15:08 | Report Abuse

Malaysia is considered matured market for consumer products, the growth rate will be relative low. If not mistaken, Nestle grew 3% in 2016.

News & Blogs

2017-05-06 15:00 | Report Abuse

All the above are extracted from news/info/reports published over the internet.

Stock

2017-05-06 14:55 | Report Abuse

OLDTOWN: No.1 White Coffee Brand in China, HK, Malaysia & Singapore (moneySIFU)
https://klse.i3investor.com/blogs/moneymoney/120999.jsp

Stock

2017-05-06 10:19 | Report Abuse

Good fundamental stock

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2017-05-06 00:21 | Report Abuse

May be the chart below can help to clarify?
http://klse.i3investor.com/servlets/stk/chart/8877.jsp

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2017-05-06 00:20 | Report Abuse

Admiring Yoloooo for his collection at 1.05.

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2017-05-06 00:18 | Report Abuse

Always invest with strategy & always get prepared for the worst. Most of the time you will earn real big when no one want or everyone fear.

Of course, this only applicable to companies with good fundamental & sound management.

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2017-05-06 00:15 | Report Abuse

hehe, paperplane, good one!

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2017-05-05 16:12 | Report Abuse

中国咖啡消费迎来爆发增长时代,25%增长率远高于全球2%
https://klse.i3investor.com/blogs/moneymoney/120752.jsp

Stock

2017-05-05 16:10 | Report Abuse

中国人口和经济结构改变,马企抢中6大领域商机 (星洲财经星期六)
https://klse.i3investor.com/blogs/moneymoney/120784.jsp

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2017-05-05 16:07 | Report Abuse

大马白咖啡出口首3月达5亿令吉,去年总出口12亿
https://klse.i3investor.com/blogs/moneymoney/120789.jsp

Stock

2017-05-05 16:06 | Report Abuse

零售与投资加速升温.中国首季经济增长6.9%.胜预期
https://klse.i3investor.com/blogs/moneymoney/120900.jsp

Stock

2017-05-05 16:01 | Report Abuse

This is first time I used mostly a whole month to buy a counter, everyday wait at 2.61-2.63 for sell down from the company.

Stock

2017-05-05 15:44 | Report Abuse

Sorry to hear that, Henry

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2017-05-05 15:41 | Report Abuse

憋了整个月了,终于来了,呵呵,很开心 :)

Stock

2017-05-05 15:33 | Report Abuse

Hi Kee, crude oil price will surely affect certain industries & currency. But it will have minimum effect over Oldtown. In fact, weak RM is positive to old town.

I choose oldtown (consumer stock) because it is resilient & defensive, leading brand in niche segment, decent dividend payout & bright future.

Also, it won't be affected politically & economically so much compared to other politically linked stocks.

Stock

2017-05-05 15:22 | Report Abuse

Welcome, 市集人, Star8888 & Henry

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2017-05-05 15:20 | Report Abuse

I am writing an article to share my findings & my opinions on oldtown, hope it helps to get some exposure to all i3 members

Stock

2017-05-05 11:54 | Report Abuse

Now only know someone sold 648,200 shares @ 2.68, not sure if these are treasury shares or not

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2017-05-05 11:53 | Report Abuse

hehe, coming

Stock

2017-05-05 11:43 | Report Abuse

Welcome, i7trader, since the company has disposed off 11mil, they will surely sell the remaining 779k, just watch out a bit.

But after that, you will hardly see sellers willing to throw shares.

If you refer to top 30 shareholders list, mostly all are institutions.....

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2017-05-05 10:23 | Report Abuse

You can hardly see this kind of golden chance, you will know what to do if you have done enough homework

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2017-05-05 09:44 | Report Abuse

No more cheap sale?

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2017-05-04 21:33 | Report Abuse

旺哥,我习惯分阶段定时买,明天看看还有没有机会买。

当亚航跌到九毛以下的时候,再跌也跌不多了。我会用同样的道理来看待Ekovest.