Its a temporary set back for both HEIM and Carlsberg due to current pandamic/RMCO extend. As long as they could manage their cash flown well (alas their debt is low), their business model is still relevant. People still drinking beer, just that lower sales during this time, where its reflected on its share price. Eventually, this pandemisc will be over(not sure how long), and their business will back on track. For me its good time to collect at this price(Fair valuation based on its 10y historical PE) and collect dividend while waiting the pandemic is over.
aiyo...why all guy so scare psycho by orang pAS, dont forget now they need sabah sarawak, they dare to ban alcohol or not? now they r scare of them , sabah majority is orang dusun , dusun ppl , drink white wine, ans sawarak majortiy is christine, they dare to ban bo hahahaahhaah,
This Heim AGM actually provide a good business indicator during RMCO recovery for Heim witj 80 to 85% business sales back to pre Covid19 time during Mid Jun to end Aug. Roughly estimate, the business will go back to 85% prior pre Covid19 business sales. Expected robust recovery towards 85% revenue and earn profit back in Q320 and subsequently full business operation and sales back recover back to previous Q419 on YoY comparison especially during year end sales.
HEIM shoot up, opportunity trend to buy F&B especially both HEIM & Carlsberg is on up trend. As we all know coming Q3'20 Qtr result will be way better than Q2'20 due to MCO lock down mid Mar till mid Jun. By late 2wk last Jun mth, MCO lift off, replace by RMCO recovery. Now, many people go out for dinning, drinking, hanging out to bistro, cafe cum pub alike, open till 2am after government announced too. So expected Q3'20 July to Sep result will be much better, assumption hit EPS 18 to 20sen conservatively based on 80% to 85% business sales recovery in Q3'20 per HEIM AGM stated. Dont miss this opportunity to climb above share price RM28. Prior pre-Covid19 HEIM end Feb hit RM31.78, so estimate RM26 to RM28 sound reasonable.
HEINM hemorrhaging money for so many months already and now MCO again... prepare for this trend to continue till mid 2021... I don't see how this stock can match RM20-RM30 expectations...
Lines of driver in JB hauled up to court & fined 10 k each . Good income for government but intimidating for Heim , Carlsberg & others alcohlic beverage industries
DEWAN Bandaraya Kuala Lumpur (DBKL) memperkenalkan garis panduan baru mengenai lesen minuman keras yang mula berkuat kuasa semalam. Antara lain, garis panduan tersebut menetapkan bahawa kedai runcit dan kedai serbaneka tidak lagi dibenarkan menjual produk minuman keras mulai 1 Oktober tahun depan.
‘Berkuat kuasa 1 Oktober 2021 tiada lagi lesen baru LMK (minuman keras yang memabukkan) di kedai runcit, serbaneka, ubat Cina. Untuk LMK sedia ada di kedai runcit, serbaneka, ubat Cina, pembaharuan dibenarkan sehingga 30 September 2021 sahaja,’ kata garis panduan itu.
Mereka masih dibenarkan menjual bir setelah larangan berkuat kuasa, tetapi hanya dari jam 7 pagi hingga 9 malam. Pemilik premis mesti memastikan minuman beralkohol dipamer berasingan dari minuman lain, dan mengunci ruang rak pameran selepas jam 9 malam.
Pasar raya, hypermarket, hotel, bar, dan pub masih dibenarkan menjual minuman keras, tetapi mesti memastikan bahawa pelanggan berusia sekurang-kurangnya 21 tahun.
Will the market crash if budget 2021 cannot be passed this coming Thursday (26/10/2020)? These are the 4 possible scenarios:
1. Parliament will be dissolved and a snap election will be called 2. A state of Emergency in the whole country will be declared by YDPA 3. Muhyiddin will resign and YDPA will appoint an interim PM 4. YDPA will appoint a new PM who has majority MPs support. A new budget 2021 also will be tabled by the new appointed PM.
Will the market go down? Will it crash? Take profit now or wait?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
enigmatic [control your emotions, discipline your mind]
916 posts
Posted by enigmatic [control your emotions, discipline your mind] > 2020-08-27 21:58 | Report Abuse
Price gone down? That's great! Even better if it crashes to RM17+ support when I'll start collecting more for the long term.