Posted by Darren Kho > 2013-12-02 11:18 | Report Abuse

Tiger216, be patient! Only patient can bring us the real profit! :)

Posted by Darren Kho > 2013-12-02 11:18 | Report Abuse

Holding power is the key for us to laugh all the way to the bank.

Posted by YiStock > 2013-12-02 19:12 | Report Abuse

Well say darren :-)

Posted by nevtrade > 2013-12-02 23:09 | Report Abuse

any sifu got analysis of this counter? any strong support to bounce back before 2015?

Posted by Tiger216 > 2013-12-03 18:03 | Report Abuse

shown hope....

Posted by Destiny > 2013-12-05 09:57 | Report Abuse

#YiStock, how u c this stock?

Posted by YiStock > 2013-12-05 12:41 | Report Abuse

Destiny, I'm still holding tight to it...Perhaps putting away all the price movement and market consideration, you are now the shareholders of this company, how do you look at this company? The prospect? The SWOT? Having read through all the report, your business experience, book wise, street wise and done all the due diligence, i'm sure you can also share with us about your thoughts.

Posted by Darren Kho > 2013-12-05 12:48 | Report Abuse

I'm currently holding 300 lots (x100) 30000 units of the shares and I am confident with the REV will bring great profits to the company. We are talking about technology everyday and it is really convenient for the customers to order via the tablets and I believe this will attracts more customers and brings higher revenue and profit to the company.

Just my opinion!
Cheers , happy investing! :)

Posted by teor cheosoon > 2013-12-05 18:19 | Report Abuse

I m holding 98000 unit, trust it will fly one day

Posted by Tiger216 > 2013-12-06 09:05 | Report Abuse

wats is ur average teor cheosoon?

Posted by YiStock > 2013-12-07 09:25 | Report Abuse

"I'm owner of several restaurant chain, i seriously facing many problems: Intense competition, revenue drop, profit drop, staff problems (high turn over, strawberry generation, communication problem, sick leave, missing in action, relatives pass away, relatives events etc), demanding customers (expecting high food quality, cheaper price, fast service, good service, mis- communication etc). I hope my customers can spend more by ordering more items so that my revenue and profit can increase"

My wish is:
1) If i cant increase the market share, i must increase the wallet share i.e my customer to spend more. I think REV has this interactive function!

2) if i cant increase my revenue, i must increase the profit by cutting cost. HR cost for a typical waiter / waitress from basic + epf + socso + allowance + benefit = RM 25k - 30k per annum. If i can cut one head, than the saving can be passing down into the value stream + offering higher pay to the good staff so as to keep them worker longer & happier + increase my profit. I think REV can help me to cut at least 50% of head counts.

3) If i can increase the table turning rate by 20 - 30%, then my profit should increase too due to higher sales. I think REV can cut short customer waiting time by 20 - 30%...then i can accept more customers

4) If i can minimize the headache from staff problems, i certainly very very very happy and my blood pressure will back to normal and save my medical bill.. Think REV can solve this problem too.

5) If i can cut more cost, i can do more promotion by cutting selling price by 20% or offer more freebies, my order rate should increase by 30%..My regular customers will be happier and my customer retention rate will be higher too...

5) I do not want to fork out big lumpsum to buy REV, can i rent? just like i rent a photostat machine...I think REV can!

6) Can somebody also rent me the conveyor belt with digital "GPS" coordination, then the food can send directly to customer from kitchen :-)

Posted by YiStock > 2013-12-07 09:28 | Report Abuse

In business, we look at the VALUE & Potential of the new product offer to market..above are what i see and expect the value created by cuscapi to its customers

Posted by YiStock > 2013-12-07 09:29 | Report Abuse

If you see how airasia set up the check in terminal, you can see how much saving from there :-)

Posted by Darren Kho > 2013-12-07 12:01 | Report Abuse

Well said!

Posted by bozchry > 2013-12-07 18:51 | Report Abuse

Yes yi.most of the REV are for rental only. :)

Posted by submarine > 2013-12-10 07:24 | Report Abuse

good analysis Yi. My only concern for this company is competition. Do you know any competitor in the market?

Posted by YiStock > 2013-12-10 12:09 | Report Abuse

So far i understand only a sushi operator has their own system for their own in-house use. Cuscapi has made the effort to offer it to the mass market at much affordable cost.

Posted by YiStock > 2013-12-10 12:19 | Report Abuse

The business world is a very logical world..while this is a lucrative business, many competitors will present from north south east west....Ultimately the durable competitive advantage that this Cuscapi has that will determined if it can outshine in the competition..Matters like the background, the experience, the business model, the timing, the location, the quality of the leaders and etc will probably the winning factors for cuscapi. Seriously, i dont really worry for the competition as it present in any business segment..that suppose to be Dato Gan & his team's worry...because they got paid and we didnt...agree?

Posted by Eric Bong Voon Chaw > 2013-12-10 16:41 | Report Abuse

How to find out the current cuscapi's customers ya? only in malaysia, i mean..

Posted by YiStock > 2013-12-10 16:46 | Report Abuse

In Malaysia, Cuscapi's clients, among others, are KFC, McDonald's, Pizza Hut, Papa Rich, Sushi King, A&W and TGI Fridays. http://www.cuscapi.com/frame-news.htm

Posted by YiStock > 2013-12-10 16:47 | Report Abuse

Latest List: http://www.cuscapi.com/frame-client.htm

Posted by bowman > 2013-12-12 09:45 | Report Abuse

It has no latest news to boost market confidence, nor shareholders'. - how?.

Posted by jh27 > 2013-12-12 10:04 | Report Abuse

in the list of Top Small Cap Picks from CIMB Navigating Malaysia 2014 Year book.

Posted by YiStock > 2013-12-12 15:02 | Report Abuse

Good day for Cuscapi holders

Posted by mrmsy > 2013-12-12 15:12 | Report Abuse

TP for this stock? anyone?

Posted by jh27 > 2013-12-12 15:17 | Report Abuse

cimb gives rm0.70

Posted by winwin007 > 2013-12-12 15:40 | Report Abuse

today is going up...hope will go uptrend continuously :D

Posted by YiStock > 2013-12-16 13:52 | Report Abuse

Long term investors keep accumulating shares during weakness http://www.bursamalaysia.com/market/listed-companies/company-announcements/1491885

Posted by nevtrade > 2013-12-18 16:36 | Report Abuse

drop again...

Posted by jh27 > 2013-12-19 18:47 | Report Abuse

too bad i enter cuscapi-wa at 0.34 and now paper loss 5.3k. Any advice for me (beginner)?

Posted by Darren Kho > 2013-12-19 19:28 | Report Abuse

jh27, are you feeling confident with the cuscapi current plan about the REV, if yes then hold for long term.

Posted by YiStock > 2013-12-19 19:33 | Report Abuse

jh,
1) if you buy a house today at 500k, then property price crash and price drop to 250k, will you sell your house?
2) If you own a palm oil tree estate and you put the seed today, will you chop down the tree after 1 year when you know you need at least 3 to 5 years before it bear fruits?
3) if you buy some 916 gold today hope for price appreciation..but some how the gold price drop, will you sell your gold?
4) etc etc

if the answer for all above are Yes, then i think you can realize the paper loss to become physical loss...

But if the answers are no, then i think you know the reason why you should not sell your cuscapi warrant..And you will sell it only if something turn bad in the company but certainly not because of price up or down..

Happy investing!

Posted by jh27 > 2013-12-19 21:31 | Report Abuse

Thanks Darren and YiStock. Actually from my trading experience, my answer for the 3 questions is NO. Cut loss will always be the last choice for my case.

But I always made wrong decision, either missed the chance to take profit or sell at good price. I believe that something go down must have the chance to go up, but this is not for all counters. Actually my first entry is 0.335, when up to 0.39 got 1k profit, so i asked my remaiser but she said hold, and then i missed that opportunity.

From my practice, i am quite patient actually (for example myeg for 3 months but with good profit, tmclife-wa 1 year with a few k loss >.<). My question in mind is: Should i do something in between? For example sell at 0.28 and buy back at 0.24 something like that? I worry i make mistake again.

I believe REV is a good idea in F&B, and agree with your post on 07/12/2013 09:25. But i don't really know the ability of the management team to achieve the big ambition and realize the profit. This is the worrying part from my point of view, and I started to doubt since there are delays for quite a period. Other than that, China and middle-east market is always interesting. and the warrant is until 2018, so no worries for this.

I learn things from every trade, and still there a lot of things for me to learn. Thanks and please advise me if any. I wish to learn some knowledge from you guys (Pro) also. =D

Posted by YiStock > 2013-12-19 22:02 | Report Abuse

jh, while we are doubt about the ability of the management team, we always refer back to their track record, their clientele, the Q report and numbers, then we have certain level of confidence built. Since an investment is measured based on a decade long to 3 decades long..passion and patience is virtue...I suppose you are trying to time the market high and low..which is forbidden by warren buffett and coldeye. Happy investing :-)

Posted by jh27 > 2013-12-19 22:09 | Report Abuse

Good point, may treat it as long term investment, haha, only the next/next few quarter reports will tell the truth (hopefully it is). Thanks a lot YiStock. Happy Investing too. =D

Posted by Darren Kho > 2013-12-20 00:44 | Report Abuse

jh27, I think most of your mistakes are buying at higher price / overbought. Enter at a wrong price.I bought cuscapi at 0.245 then sell when higher buy again at 0.385 then sell at 0.410 , 2 days later buy back again at 0.410. I'll take profit from time to time and keep tracking the company announcement especially Q result. Do install chartnexus so you can time you buy and sell more accurately. It is really helpful. Hold your fire when everyone is buying. Always buy on weakness no matter it is for short or long term. Happy investing :)

Posted by jh27 > 2013-12-20 01:18 | Report Abuse

Yes, thanks Darren. You are right, i always bought at high price, that's why always capital lock-up for long period. You mentioned the similar point by 台湾股神胡立阳. After knowing this point, i try to restructure my portfolio. But again, this entry was mistake (胡立阳 said this is not easy for normal people to do so). Actually i try to trade like what you did, i guess i need some time to achieve that.

Posted by YiStock > 2013-12-20 08:52 | Report Abuse

Personally i'm trying to buy more when warrant premium drop to below 20%...it is now loiter around 27 - 33%..

Posted by Darren Kho > 2013-12-20 09:13 | Report Abuse

jh27 & TiStock,
Let's learn and share together. Happy Investing!

Posted by YiStock > 2013-12-20 14:06 | Report Abuse

2014 is foreseable year of rising in living cost...we got to make sure our money work really really really hard..Or else, you got to work very very very very hard...

Posted by jh27 > 2013-12-25 00:52 | Report Abuse

Merry Christmas to all Cuscapi investors !! Hopefully it brings big Christmas gifts in 2014 =)

Posted by bowman > 2013-12-27 23:36 | Report Abuse

Cuscapi just made the turn for the uptrend, watch it.

Posted by FreeThink > 2013-12-27 23:38 | Report Abuse

in my watch list...hehe

Posted by bowman > 2013-12-30 07:22 | Report Abuse

Good, This is one of the top picks for 2014 by some house

Posted by YiStock > 2014-01-01 13:43 | Report Abuse

Halley SICAV Asian prosperity - This sub-fund will continue to invest in small listed Asian businesses valued cheaply by the market, but benefiting from the secular trend of increasing living standards in Asia. The sub fund investments are diversified across markets with the main exposures in Malaysia, Japan, Indonesia, Singapore and Vietnam and focus in smaller companies to outperform the larger but more expensive Asian equity index constituents. The number of stocks will remain limited in order to focus exposure, and the yield on the
fund should remain high at around 4%.

The fund rank no 12 across Asia Pacific including Japan in terms of Total Return of 28.9% for 2013. Minimum investment is USD 1 million...and the fund price now is USD 319.32 per unit.

This open end investment fund has been accumulating Cuscapi's share. In 2012, the share holding was at 3,555,000...up to today, the holding has increased to 35,434,395 . This is 10 fold increased in holding.

Posted by Awang87 > 2014-01-03 07:51 | Report Abuse

Chicago restaurant kat One Utama guna Cuscapi REV, agak berat, tapi boleh tahan.

Posted by YiStock > 2014-01-03 09:29 | Report Abuse

Awang, can describe more?

Posted by Awang87 > 2014-01-03 11:17 | Report Abuse

Macam ipad bro YiStock. Tapi lebih berat. Graphic semua ok, tidak lag. Go check it out bro YiStock.

Posted by YiStock > 2014-01-03 12:48 | Report Abuse

U no interview the restaurant owner or staff how they see this rev? :)

Posted by Awang87 > 2014-01-03 13:02 | Report Abuse

Tanya waiter saje, dia cakap boleh tahan, orang suka, tapi tak boleh order makanan dengan REV lagi, hanya untuk tengok menu saje kot.