3 people like this.

32 comment(s). Last comment by Hotrod 2016-08-30 00:29

Posted by DarkLord0411 > 2016-08-27 00:45 | Report Abuse

中国人都认识都说马拉西亚的白咖啡好喝。。。

paperplane2016

21,624 posts

Posted by paperplane2016 > 2016-08-27 00:59 | Report Abuse

All store manager Bangla, Nepal....of course not good lah.

kchia

172 posts

Posted by kchia > 2016-08-27 01:34 | Report Abuse

Oh Please… twot的文章怎么可能像 某位每天出来刷屏的 Blogger,

I think u referring to Harry lol

soojinhou

869 posts

Posted by soojinhou > 2016-08-27 05:58 | Report Abuse

In Australia, oldtown has positioned itself as a premium restaurant, more premium than pappa rich. But yet in Malaysia, it is positioned as affordable. This will likely cause brand confusion. I suspect they will also go for premium positioning in China.

Posted by sakurakid4 > 2016-08-27 06:20 | Report Abuse

不妨写信去问问income tax暴增接近50%的理由,好奇

Jun Yu

67 posts

Posted by Jun Yu > 2016-08-27 07:05 | Report Abuse

Every day spam the thing u know i know lol.

twot

49 posts

Posted by twot > 2016-08-27 10:26 | Report Abuse

kchia & Junyu - i didnt mention anyone ya!haha~
soojinhou - thank you for your information, positioned itself as premium restaurant in overseas only can increase profit & profit margin and build up brand name but not in Malaysia.
sakurakid4-希望有知情人士提供我们这方面的资讯咯

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-08-27 10:39 | Report Abuse

Everyone has own pattern of understanding things, via sharing & discussion, we may see something we could have omitted.

Thank you for sharing your view & thought, twot.

Icon8888

18,658 posts

Posted by Icon8888 > 2016-08-27 10:46 | Report Abuse

I went to Melbourne, there is a long queue outside of paparich

it is doing really well there

kakasi123

67 posts

Posted by kakasi123 > 2016-08-27 10:49 | Report Abuse

if u all in in oldtown,i am sure u will be sent to holland very soon. what a bad result, and still say good. the cafe chain operation will drag down the profit no matter how good bm will be. the qr cant beat qoq. the share price ady so high, eps only 3. price is so volatile and recent sell down by franklin. i can only say good luck to u

moneySIFU

5,855 posts

Posted by moneySIFU > 2016-08-27 10:49 | Report Abuse

Good morning, Mr Icon

Flintstones

1,762 posts

Posted by Flintstones > 2016-08-27 12:57 | Report Abuse

Thanks twot. Good article. Better than hairy teo

Icon8888

18,658 posts

Posted by Icon8888 > 2016-08-27 13:23 | Report Abuse

Good morning sifu

kk

417 posts

Posted by kk > 2016-08-27 17:25 | Report Abuse

my hometown oldtown look like wanna closed d. No customer at all.
Although the coffee is good but the food control quality very poor!

kk

417 posts

Posted by kk > 2016-08-27 17:28 | Report Abuse

It only my opinion, the food price a bit high. Meal/set almost RM20.
For me, it not worth.

Ven Felix

2,182 posts

Posted by Ven Felix > 2016-08-27 17:34 | Report Abuse

I like their Roti kahwin with thick cold butter & kaya.
But, their service very slow, bad impression .
Wait for 10min, no one cleaning the table .

Ven Felix

2,182 posts

Posted by Ven Felix > 2016-08-27 17:35 | Report Abuse

Eventhough the restaurant with no other customers.

andyhard

147 posts

Posted by andyhard > 2016-08-27 18:54 | Report Abuse

If you look at it. .the increase is in defer tax..it means previously some if the revenue or income or expenses that used to be tax exempt is not approved and thus oldtown need to pay back in this quarter..it will not be a recurring tax

Ryan88

1,327 posts

Posted by Ryan88 > 2016-08-28 00:18 | Report Abuse

Oldtown can not survive long in malaysia . But i found it can still expand transit its business chain to China .

digidigi

103 posts

Posted by digidigi > 2016-08-28 01:26 | Report Abuse

Straight forward and good article.

Posted by starbuck > 2016-08-28 06:31 | Report Abuse

Why not BJ Food? RM 1.56 only also coffee business.

RainT

8,448 posts

Posted by RainT > 2016-08-28 09:52 | Report Abuse

Starbucks brand name stronger
Future prospect better
Share price lower but PE higher

RainT

8,448 posts

Posted by RainT > 2016-08-28 09:53 | Report Abuse

I will prefer Starbuks aka BJFOOD
Just some of the Kenny Rogers , jolibean cause loss only

twot

49 posts

Posted by twot > 2016-08-28 10:09 | Report Abuse

Thanks digidigi~ :)
RainT-cheaper price stock doesnt mean good or can rise more. That is a very wrong mindset.
but I didn't say BJFOOD not good la. It's true that Starbucks have stronger brand name BUT can Malaysia's Starbucks or BJFOOD sell their Starbucks overseas? Maybe one day OLDTOWN can become "Starbucks in China"? Which has much more bigger market potential! As I know, overseas like US and Australia, they also dont have very good comment on theirs Starbucks too, like what Malaysians we see on our country OLDTOWN!

twot

49 posts

Posted by twot > 2016-08-28 10:13 | Report Abuse

Everyone please focus on OLDTOWN Manufacturing of Beverages (FMCG) segment, that is a much more excited things that you should see on OLDTOWN! BIGGER MARKET & HIGHER PROFIT MARGIN and It is growing rapidly!

Posted by Cech Chik > 2016-08-28 11:44 | Report Abuse

第2段....
我似乎想到了什么..

twot

49 posts

Posted by twot > 2016-08-28 13:57 | Report Abuse

Cech Chik- Cech Chik知道,但Ceck Chik不说~ haha

Posted by newbe666 > 2016-08-28 15:48 | Report Abuse

twot is OldTown M'sia stock and not China(sorry I see many Chinese words above and not understand)? I see their M'sia business getting worse. In my home town some outlets were closed. Sorry I am newbie so need to ask.

Posted by 股海無涯 > 2016-08-29 09:31 | Report Abuse

thx for sharing, twot =D

ktsk88

5,284 posts

Posted by ktsk88 > 2016-08-29 10:06 | Report Abuse

no surprise more outlets closing because the food quality is getting worse than the day it open for biz.

soohau78

150 posts

Posted by soohau78 > 2016-08-29 11:59 | Report Abuse

buy Oldtown for its FMCG biz especially in China/HK market. Let's treat cafe as distribution point & promote brand awareness tool.

Hotrod

730 posts

Posted by Hotrod > 2016-08-30 00:29 | Report Abuse

Oldtown's strategy is to use its cafe division to build branding. They don't mind making thin margins there because they can make back much more in the FMCG segment with their established branding.

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