newbie_2018

newbie_2018 | Joined since 2018-01-09

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Stock

2023-12-26 12:21 | Report Abuse

Ayam, telur mahal because of LHI?

Stock

2023-12-26 12:19 | Report Abuse

Israel flag ship cannot enter M'sia is it good?

Stock

2023-12-26 10:31 | Report Abuse

ABMB is it Daim share? Daim heard under MACC(SPRM) checking.

Stock

2023-08-02 10:53 | Report Abuse

Sifus heard FGV got bonus issue true? How is the bonus look like? End of Aug can get?

Stock

2019-08-25 16:32 | Report Abuse

sifus why can rise?

News & Blogs

2019-08-25 16:25 | Report Abuse

IWCity own what land?

Posted by probability > Aug 24, 2019 11:19 PM | Report Abuse
buy IWCITY then?

Stock

2019-08-25 16:24 | Report Abuse

Why nobody bother Ewein good QR?

Stock

2019-08-25 16:23 | Report Abuse

I am newbie is i3 sharks infested?

Stock

2019-06-02 11:31 | Report Abuse

sifus I am newbie. Can sifus tell me why Lay Hong PE 40 is cheap?

Stock

2018-11-24 11:30 | Report Abuse

If need RI why WC cannot borrow money from banks if the claim he no money is true?

Stock

2018-03-07 09:17 | Report Abuse

sifus OTB new holland King?

Stock

2018-03-07 09:06 | Report Abuse

HRC also loss RM 1 billion before. Why now RM 9.5?

Posted by mamakspecial > Mar 7, 2018 08:58 AM | Report Abuse
Posted by newbie_2018 > Mar 7, 2018 08:54 AM | Report Abuse

It seems no use. Why share price keep dropping?

ERRMMM NEWBIE..MAYBE YOU SHOULD LEARN HOW TO READ QUARTER REPORT FOR START!!! JUST READ AT THEIR LATEST QUARTER RESULTS...
LOST RM200 MILLION...

News & Blogs

2018-03-07 08:56 | Report Abuse

sifus I am newbie. If ban short selling any chance those stocks shorted go up back?

Stock

2018-03-07 08:54 | Report Abuse

It seems no use. Why share price keep dropping?

Posted by meisarel > Mar 7, 2018 08:45 AM | Report Abuse
My checks with people in Worley Parsons also indicate SAPNRG has got the Mubadala job

Stock

2018-02-27 15:56 | Report Abuse

IBs' buy call is a con to lure newbies? Why such con practise allow and not punished?

Stock

2018-02-27 15:37 | Report Abuse

PotentialGhost how to sue HLG that con us?

PotentialGhost Many good company already give najix government policy play until dead 。worst malaysia economy
27/02/2018 15:15

Stock

2018-02-27 15:17 | Report Abuse

sifus why HLG TP RM 37 tipu 1?

Stock

2018-02-27 13:04 | Report Abuse

sifus why 5.14 cheap? e-commerce why future bright?

General

2018-02-27 12:59 | Report Abuse

sifus I am newbie. If bulls why more counters down than up?

Posted by rchi > Feb 27, 2018 12:25 PM | Report Abuse
the bull start charging in 2008,it is a 10 yr old bull....in mkt...this is very old indeed

Stock

2018-02-27 12:56 | Report Abuse

Gpacket red QR why move?

Stock

2018-02-27 12:55 | Report Abuse

Why PUC worse QR can move sifus?

Stock

2018-02-27 12:53 | Report Abuse

T7 70 sen? Who will gain?

Posted by GTMS > Feb 27, 2018 12:52 PM | Report Abuse
T7 heading 0.7 ? T7

Stock

2018-02-27 12:51 | Report Abuse

I am newbie. Is it fishy means he is shark?

Posted by Betkaukau > Feb 27, 2018 11:57 AM | Report Abuse
@risk. Pmaster still didn't answer your two questions. Very fishly...

Stock

2018-02-27 12:42 | Report Abuse

Why profit down never mind sifus?

Stock

2018-02-27 12:41 | Report Abuse

Agjl I am newbie. What is darren and Darth intention to post here if not talking down?

Agjl Also there is one important point to be highligted. There is no one, not daren not darth or anyone can talk the share price down. If the companybis findamentally strong and keep delivering promises.....daren and darth and keep talking negative until the cows come home and the share price will keep shooting up.....daren and darth can try talk about public bank donw down down and see what happen or talk about supermax doen down down and see what happen?

Stock

2018-01-23 12:13 | Report Abuse

sifus I am newbie. How to know broker A is better than better B? Where to see their rankings?

Stock

2018-01-23 12:11 | Report Abuse

sifus I am newbie. How to know broker A is better than better B? Where to see their rankings?

Stock

2018-01-23 12:06 | Report Abuse

sifus who is Kenanga with TP RM 45? M'sia no 1 con IB?
https://klse.i3investor.com/servlets/ptres/42591.jsp

Stock

2018-01-23 12:03 | Report Abuse

British American Tobacco (M) - Lower Sales Despite Better Legal Share
Date: 24/10/2017

Source : KENANGA
Stock : BAT Price Target : 45.00 | Price Call : BUY
Last Price : 32.24 | Upside/Downside : +12.76 (39.58%)

Back

9M17 CNP of RM419.5m (-19%) was below expectations as sales failed to pick up despite better sentiment. 43.0 sen interim dividend is within expectations. Despite improving legal market share, affordability issue had likely remained a concern. The group have also reintroduced the cheaper “Rothmans” brand of cigarettes to appeal to the price sensitive segment. Post-results, we cut our FY17E/FY18E earnings assumptions by 9.3%/4.3% on lower sales assumptions. Maintain OUTPERFORM with a lower TP of RM45.00.

9M17 core earnings fell below expectations. 9M17 core net earnings of RM419.5m was below expectations, accounting for 67%/66% of our/consensus estimates. The negative deviation was due to lower-thanexpected sales as better consumer sentiment failed to translate to better demand. An interim dividend of 43.0 sen was declared for YTD dividend of 126.0 sen. We deem this as broadly within our 214.0 sen estimate for FY17 as the group typically pay higher dividends during its last quarter.

YoY, 9M17 sales of RM2.3b declined by 21% from a 16% drop in sales volume, resulting from high levels of illicit trade. Discounting the restructuring expenses incurred in the move towards a pure trading business model, the group’s core EBIT declined by 20% to RM553.2m but saw slightly better margins at 24.0% (+0.4 pts) as its manufacturing facilities previously operated at non-optimal levels. The decrease in operating profits further translated to a 19% decline in core net profits at RM419.5m.

QoQ, 3Q17 sales fell slightly by 2% to RM757.3m, despite an improvement in the legal market share to 44% (from 41% in 2Q17). We believe this is due to the affordability issue of non-essential spending still being a concern for consumers, even with supposedly better sentiment readings. Core EBIT margins was lower by 0.8pts to 25.3% to RM191.5m (-5%) as a result of higher marketing spend on the reintroduction of the new “Rothmans” brand which launched in early Oct 2017. Core earnings posted at RM147.5m, which was only weaker by 3% from a lower effective tax rate during the quarter (22.1% from 24.1% in 2Q17).

Better legal market share. The latest data on illicit market share showed the second consecutive quarter of decline to 56%. However, demand still remained soft in spite of better consumer confidence. We believe that this is partly due to tobacco products still being relatively costly for consumers amidst the general rise in the cost of living. Management also cautioned of newer forms of packaging for illegal products that may be more difficult to detect (i.e. fake tax stamps). While talks are ongoing with the regulators for the approval to distribute more affordable, smaller pack sizes, the group has moved to reintroduce an affordable alternative offering via the “Rothmans” brand, which was previously a flagship product, to generate better sales (refer to overleaf). As the group has effectively been transformed into a pure trading company, we believe visibility in margins should at least provide confidence in the group’s performance amidst challenging demand outlook.

Post-results, we cut our FY17E/FY18E earnings assumption by 9.3%/4.3% on lower sales assumption. We also adjust our dividend expectations to 192.0 sen (from 214.0 sen) on reflection of the weaker forecast.

Maintain to OUTPERFORM with a lower Target Price to RM45.00 (from RM47.00, previously). This is based on an unchanged 20.0x FY18E PER (-1SD 5-year mean) which we believe is still fair due to the improving legal market share outlook. Despite only 5.6% capital gain, we believe the OUTPERFORM call is warranted given the strong dividend gains of 5.2% for the stock for FY18.

Source: Kenanga Research - 24 Oct 2017
https://klse.i3investor.com/servlets/ptres/42591.jsp

Stock

2018-01-09 16:11 | Report Abuse

EPS 3.4 sen EY how much?

Stock

2018-01-09 16:11 | Report Abuse

IB paid RM 200 for Genting rooms? They don't know got free rooms?

Stock

2018-01-09 16:06 | Report Abuse

20 sen dividend is abt FD rate if I pay 5.7.

Stock

2018-01-09 16:05 | Report Abuse

Can GenM pay 20 sen dividend?

Stock

2018-01-09 16:01 | Report Abuse

If RM 17 cannot pay dividend so ASB/EPF cannot buy right or not sifus?

Stock

2018-01-09 15:59 | Report Abuse

Buy at 5.5 sell at 5.8 make 30 sen each round better?

Stock

2018-01-09 15:59 | Report Abuse

Very stingy on dividend so trade more better?

Stock

2018-01-09 15:49 | Report Abuse

Heard many free rooms lately why ah if business good?

Stock

2018-01-09 15:29 | Report Abuse

If sue IB conning us dial 999 police can accept our report or not sifus?

Stock

2018-01-09 15:26 | Report Abuse

Kenanga said 88 sen TP why only 54.5 sen? Can sue them sifus?
https://klse.i3investor.com/servlets/ptres/42975.jsp

Stock
Stock

2018-01-09 15:06 | Report Abuse

Kenanga said 46-58 sen so wait 46 sen better sifus right or not?

News & Blogs

2018-01-09 14:57 | Report Abuse

Conman kah? Why drop today?

News & Blogs

2018-01-09 12:49 | Report Abuse

We have different PM now so how to have bull run like in 1993-97?. Even today bulls look tired ady.

Stock

2018-01-09 12:40 | Report Abuse

More counters down today so change govn is good?

Stock

2018-01-09 12:39 | Report Abuse

Pakatan to win GE14 better so Opcom up?