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5 comment(s). Last comment by paperplane 2018-03-29 15:23

KLCI King

3,220 posts

Posted by KLCI King > 2018-03-28 11:20 | Report Abuse

Felicity first bought @ RM2.35 one year ago, now top up more @ RM1.34.

I don't think it is a good business because PWRoot do not have solid moat as compared to Nestle & Old Town.

Compared to Old Town, PWRoot oversea's expansion growth is not as good as what expected and it's brands do not command better market perception than OLD TOWN.

I won't go for PWRoot but rather OLD TOWN, but sadly OLD TOWN is going to be privatised.

(27 Mar 2018) Bought more Power Root - felicity
http://klse.i3investor.com/blogs/kianweiaritcles/152023.jsp

(13 Apr 2017) Sold some Insas and Bought Power Root - felicity
http://klse.i3investor.com/blogs/kianweiaritcles/120572.jsp

Jon Choivo

3,668 posts

Posted by Jon Choivo > 2018-03-28 11:51 | Report Abuse

the drink is really popular in Saudi Arabia for some reason.

the malays and arabs like it alot. Diff demographic i guess.

KLCI King

3,220 posts

Posted by KLCI King > 2018-03-28 13:19 | Report Abuse

Agreed to that point for PowerRoot being popular in Saudi Arabia, but it will not drive price up if that popular does not turn into growth of sales & profit to the company.

Jon Choivo the drink is really popular in Saudi Arabia for some reason.

the malays and arabs like it alot. Diff demographic i guess.
28/03/2018 11:51

lizi

1,968 posts

Posted by lizi > 2018-03-28 22:35 | Report Abuse

their sales in oversea is achieved at the expense of heavy promotional cost. at the moment their margin drops significantly to 5.5% only. i expect dividend reduction soon.

they really need to control the escalating raw material cost, promotional cost and admin cost.

paperplane

21,660 posts

Posted by paperplane > 2018-03-29 15:23 | Report Abuse

tongkat ali /????

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