treasurehunt

treasurehunt | Joined since 2015-06-07

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User Comments
Stock

2022-11-04 10:26 | Report Abuse

SEM margin is low and non comparable to the Starbucks business with high margin. BJFOOD is able to cope with the rising interest costs.

Stock

2022-11-04 10:21 | Report Abuse

What would happen to SEM bottom lines with the existing borrowing RM 1.4 billion in the rising interest rates environment for the next 2 years if the management do nothing?

Stock

2022-11-04 10:12 | Report Abuse

To unlock the value of convenience stores business , degearing and improve its growth prospects , it seems that disposable of Caring is a better option.

Stock

2022-11-04 10:06 | Report Abuse

With the existing gearing level, SEM growth is limited and won't be easy to borrow money for future rapid expansion especially cafe business. Besides growth bottleneck, rerating is obviously not feasible.

Stock

2022-11-03 22:30 | Report Abuse

SEM has thrown RM 29.45 million for share buyback from 7 Oct 22 until now. They need another RM 3.5 million to snap up 2 million shares achieving the max 10% share buyback.

Why SEM wants to spend RM 33 million for share buyback rather than investing in 7 Cafe expansion?

Stock

2022-11-03 22:21 | Report Abuse

SEM is highly geared in its existing Balance Sheet position. With the expansion plan of 7 Cafe from 100 to 150 stores, Capex is needed between RM 50 million to RM 75 million this year (assume average RM 500k per store). Now, the interest rate is escalating and they need more money to finance the expansion next year. What would the do? Borrow more money for expansion?

Extracted: 7-Eleven Malaysia is aiming to expand its own cafe store count to between 100 and 150 by this year, up from 28 currently.

Dubbed 7CAFé, the group has budgeted an investment of between RM450,000 and RM550,000 for each new cafe opening in a bid to reach the target, said Wong.

https://www.theedgemarkets.com/article/7eleven-malaysia-aims-expand-cafe-store-count-150-year

Stock

2022-11-03 22:10 | Report Abuse

Article from the Edges :
7-Eleven Unaware of Reason for Share Price Rise
Publish date: Wed, 02 Nov 2022, 08:50 AM

Unaware of the reason? Lol


Stock

2022-11-03 21:57 | Report Abuse

1. Share Buyback from 7 Oct 22 to 3 Nov 22 - 14.331 million shares ( RM 29.45 million ) @ Average price RM 2.055
2. Total Day Trade from 7 Oct 22 to 3 Nov 22 - 22.464 million shares @ 64% of the shares acquired by Share buyback
3. Besides share buyback, shares volume traded by other players 4.14 million shares from 7 Oct 22 to 1 Nov 22 (while price was riding high )
4. Exclude share buyback 3.05 million shares from 2 Nov 22 to 3 Nov 22, shares volume traded by other players 4 million shares

Stock

2022-11-01 09:31 | Report Abuse

You dumped the tickets yesterday. No wonder la.

Stock

2022-10-21 11:05 | Report Abuse

BJFood, SEM & Redtone have returned to the market interests. Ah Tan counters back to investors radar again?

Stock

2022-10-17 20:02 | Report Abuse

Many US high tech semiconductor companies would post negative revenue growth starting 4th Quarter 2022. It would be slightly better to those low tech companies supplying equipments to China for producing chips above 16nm.

“China-based chip fabs that produce logic chips of 16-nm or below, DRAM memory chips of 18-nm half-pitch or less, or NAND chips with 128 layers or more will have to apply for licenses to purchase items from the US”

Stock

2022-10-17 18:31 | Report Abuse

China contributed 39% in terms of revenue to MI for FYE 21. What would happen to the future prospect?

Stock

2022-10-17 18:29 | Report Abuse

China contributed 34% in terms of revenue to Penta for FYE 21. What would happen to the future prospect?

Stock

2022-10-17 18:12 | Report Abuse

China contributed 33% in terms of revenue to Vitrox for FYE 21. What would happen to the future prospect?

Stock

2022-10-16 14:14 | Report Abuse

With the banning of chips below 14nm plus AI technology from US, Revenue of US semiconductor companies are expecting to drop between 10% to 30% started from now until next year. Bye Bye to the myth of 'Technology is the future' in the next 2 year.

Stock

2022-10-01 11:23 | Report Abuse

Who has earned more opportunity for holding cash to fight inflation since beginning of this year?

Stock

2022-10-01 11:20 | Report Abuse

Invest long term in commodity cyclical stocks to fight inflation kah? Good Good! Yummy to sh..k.

Stock

2022-09-27 12:30 | Report Abuse

Holding plantation stocks to counter inflation is a myth? Or It is true with the condition of the validity less than 3 months?

Stock

2022-09-26 17:41 | Report Abuse

Good time slaughtering energy commodity before US mid term election. It is the only way out safe the stock market from crashing as a whole.

Stock

2022-09-23 21:38 | Report Abuse

Many metal commodity prices have slided to the reasonable level. The exception are only energy and food commodity prices remains elevated at high level. As long as the stubborn energy prices crashing within the 2 months, the market sentiments would turn into positive as FED doesn't have the urge to actions aggressively.

Stock

2022-09-23 12:51 | Report Abuse

If the Fed actions are unable to tame inflation effectively even though rate reaching 4.25% by the year end, they will speed up the QT progress. Fed Balance Sheet assets was ballooned through QE from the base USD 4.2 Trillion in Feb 2020.

Currently, Fed has reduced the Balance Sheet assets by merely USD144 billion from Jun 22 to Aug 22 from the peaked USD 8.97 Trillion in April 22. More to go to kill the stubborn crude oil price and zombie companies plus crypto currencies at the same time.

Stock

2022-09-23 10:35 | Report Abuse

Fed has increased interest rates to 3.25% up to now. Target 4.25% by the year end. Apa macam?

Stock

2022-09-07 20:12 | Report Abuse

Export consumer staples sector seems attracting market interests recently ie Ablegloble, Kawan, Pwroot, 3A, Tguan and BP plastic.

Stock

2022-09-07 19:40 | Report Abuse

Up so fast liao. @@

Stock

2022-09-07 19:38 | Report Abuse

The market conditions is favourable to the company as raw material price reduction plus depreciation of RM against USD. No more RM 1.

Stock

2022-09-07 19:36 | Report Abuse

The market conditions is favourable to the company as raw material price reduction plus depreciation of RM against USD. No more 80 cents.

News & Blogs

2022-08-31 21:00 | Report Abuse

Uncensored remains here. People are craving syok and protecting personal interests ma. As usual, there is the price for accumulating too much syok.

https://youtu.be/WGv4TTf9-Es

News & Blogs

2022-08-04 09:03 | Report Abuse

令我想起 馬保國 的 閃電鞭
https://youtu.be/GOtOoNGYnAY

News & Blogs

2022-08-03 21:29 | Report Abuse

Ego is more important to you. Anyway, Share market is a place nabbing high ego people. Lolz

News & Blogs

2022-08-03 20:46 | Report Abuse

You in I3 many years already and still love syiok and protecting ego as your first priority… Don’t know the real game rules in the share market ke? lol.

Reliability of the data and information is the critical in forming a back-up for a decision. This is merely the basic only la. This one also don’t know then no point talking a the rest especially regarding market sentiments. You want so much ego then how can you follow Mr. Market direction.

News & Blogs

2022-08-03 20:28 | Report Abuse

The reliability of the information is critical. Don't even know how to differentiate its reliability (blindly worship formal data) or what is the critical one... In the end, it is nothing more than garbage in and garbage out after processing the data or information .

News & Blogs

2022-08-03 20:17 | Report Abuse

Plenty of information (targeting different groups of stakeholders) is available for free in the world. If you know more, of course, it is syiok to boost (economy data) in front of others... (I know more than you.. syok! ) . The drawback is a lot not relevant in our investment or trading as a retailer. We are not a fund managers managing a big portfolio ma...

News & Blogs

2022-08-03 19:40 | Report Abuse

Cyeec2000. We like wealthy people earn a good salary in their employment and playing in the share market at the same time here.

News & Blogs

2022-08-03 19:38 | Report Abuse

Of course, we love to see people to rebuke the argument.. 'I invest or trade in share market for syiok and non of your business'

News & Blogs

2022-08-03 19:29 | Report Abuse

Layman also know the simple logic of sometimes you win and sometimes you lose in the share market lar. It is entirely different story whether you are able to keep the winning and making a living in the end.

News & Blogs

2022-08-03 18:02 | Report Abuse

No way arguing with the syiok logics merely for the sake of protecting ego lor... In share market, we are, in fact, mostly welcome this type of people.

News & Blogs

2022-08-03 17:10 | Report Abuse

The famous quote that in i3investor... Tin Kosong is the loudest!

News & Blogs

2022-08-02 14:05 | Report Abuse

Syok logics for self consumption.
佩罗西访台行程已定,中共画风大变:来与不来中国赢定了!
https://youtu.be/SuyeHFGwWBg

News & Blogs

2022-07-17 19:34 | Report Abuse

Indonesia has reported the highest ever Inventory of 7.23 million tons as at 31 May 22 . Gimmick games played by Indonesia government to goreng CPO prices few months ago?

https://gapki.id/news/21231/ekspor-menurun-stok-melonjak

Stock

2022-07-15 20:58 | Report Abuse

Waiting for the good opportunity to play with the uptrend stocks. Koyang kaki seeing the prices all the way up.

Stock

2022-07-15 20:53 | Report Abuse

Many think that after we have posted unfavourable information about the company or sector, we might want to earn from the rebound. What the hack playing rebound and earning peanut from the uphill battle and wasting time playing silat of catching knives. I don't even buy Technology & commodity related stocks while seeing many were crashing and staging rebound in the last 8 months.

Stock

2022-07-15 19:37 | Report Abuse

I have experienced many times here that some comrades have posted very useful information for people to escape before the company making announcement to the public. Some of them divulged information on what is really happening in certain problematic companies in Bursa.

Stock

2022-07-15 19:19 | Report Abuse

People would ask …treasurehunt is being noble ke? This is the share market and we don’t talk about noble. The sharing of truthful information between retailers are reciprocal. If I didn’t share the information and some mature birds would have been eaten by the sharks or syndicates. They might leave the forum and how on earth I can get more new useful information from the experience retailers here in the future?

Stock

2022-07-15 13:15 | Report Abuse

In the end, do you need to be a pro writer in FA in order to make money for a living in Bursa? What for to be a pro FA writer since many IBs analysts provided a lot of information of a company and industry ? unless you want to work with IBs, funds managers or con retailers la.

Stock

2022-07-15 13:07 | Report Abuse

Sorry to say that ...if we, as retailers, can't even recognize and identify big trend, forget about cari makan for a living in Bursa. One downtrend is able to wipe out all the profit or suffering huge losses. What long term investment? self consolation for syiok ke? see la the Glove sector, steel, mineral, plantation...

Stock

2022-07-15 12:09 | Report Abuse

You think I don't know Pmetal is the big cap and the darling of funds managers ke? Rookie in the share market?

Stock

2022-07-15 11:51 | Report Abuse

My target was even including Plantation sector (commodity related). I don't want to talk bad in every thread but I must inform some guys indirectly. Pmetal is unlucky and chosen for spreading out my messages.

Stock

2022-07-15 11:34 | Report Abuse

I have chosen Pmetal as the platform thread targeting to the commodity related counters (MSC, OMH, Pmbtech) as well. You got money and you are a big player? so what in this forum?

Stock

2022-07-15 11:25 | Report Abuse

I started to give warning when the price stayed 5.8 on 7 May 22. What had happened now to the share price supported with fantastic FA analysis? There are many expert analyst in FA here . so what?