Posted by haikeyila > 2014-06-12 15:40 | Report Abuse

Don't let one bad quarter influence your longterm outlook. Time to accumulate.

Posted by TradeInvestStocks > 2014-06-13 16:53 | Report Abuse

Welcome to another New Low - 13.12

Posted by TradeInvestStocks > 2014-06-20 18:31 | Report Abuse

This is a very sleepy beauty, must wait for her to wake up lor...

Posted by TradeInvestStocks > 2014-06-20 18:41 | Report Abuse

Look @ today last trade. 100 lots hahaha...

Posted by TradeInvestStocks > 2014-06-23 08:49 | Report Abuse

Slowly it will wake up, just very slowly...

Posted by PeterNg > 2014-07-02 10:46 | Report Abuse

GAB result will come on Aug 2014 then decided to buy it or not.

Posted by TradeInvestStocks > 2014-07-10 15:50 | Report Abuse

up up up

Posted by PeterNg > 2014-07-11 11:11 | Report Abuse

Wait.

Posted by TradeInvestStocks > 2014-07-11 16:38 | Report Abuse

Sleeping beauty slowly waking up???

Posted by TradeInvestStocks > 2014-07-14 11:38 | Report Abuse

Slowly waking up??? hahaha

Posted by TradeInvestStocks > 2014-07-14 16:25 | Report Abuse

Starting to move... waiting...

Posted by TradeInvestStocks > 2014-07-14 16:55 | Report Abuse

Up 32 sen just not too bad for today...

Posted by angkor > 2014-07-14 20:17 | Report Abuse

Uptrend started... after world cup effect

Posted by mikashearer > 2014-07-15 23:25 | Report Abuse

Uptrend after foreign buyer coming

Posted by johnny cash > 2014-07-22 08:07 | Report Abuse

Higher A&P expenses to boost
sales volume
In light of weaker consumer spending and saturating alcohol
consumption in the country, we foresee a tough operating environment
for GAB. Its aggressive launch of new products will have minimal
impact on its bottomline as product launches entail A&P spending.

Weak demand, higher operating costs,
saturating consumption levels and the
higher incidence of contraband add
up to a tough operating environment
for GAB. Its dividend yield of
4.4-4.7% seems low for the risks taken.
We maintain our Reduce call while
lowering our DCF-based target price
as we increase our beta assumption to
be more in line with its beta. Switch to
F&B or REITs for yields.
Poor consumption and higher
A&P cost hit 3Q
GAB performed worse than Carlsberg
in the quarter ending Mar, with
revenue dropping by 15.8% and net
profit plunging by 41.9% yoy due to
weak consumption and high
advertising and promotion expenses.
Despite the environment of weaker
consumption, GAB will continue to
invest in A&P in the hope that each
dollar spent will translate into better
sales volume.
More new products in the
pipeline
GAB has launched two new super
premium products in the past few
months – Kirin Beer in Mar/Apr and
Sminoff in Jun. Apart from these new
products, we understand that GAB
plans to roll out two more new
products in the premium segment in
FY15. A&P expenses are expected to
remain high in FY15 due to the
committed new launches.
4Q results will remain weak
GAB’s 4QFY6/14 results could be
weaker yoy due to poor consumption
and high A&P expenses. While the
company is launching premium
products aggressively, new products
take time to gain recognition and their
impact on the bottomline will be
minimal for now. Furthermore,
Carlsberg which has a larger premium
product portfolio is stronger in the
premium segment.

Posted by tradeinveststocks > 2014-07-22 18:01 | Report Abuse

getting better & better...

Posted by TradeInvestStocks > 2014-07-24 16:30 | Report Abuse

Is like every day going up a bit from now-onwards.

Posted by TradeInvestStocks > 2014-07-30 16:36 | Report Abuse

Keep buying GAB if you wanna become RICH... hahaha

Posted by TradeInvestStocks > 2014-07-31 18:01 | Report Abuse

hahaha, today down down down...

Posted by mabelle > 2014-08-01 16:21 | Report Abuse

should I sell or keep my GAB and Carlsberg, bought at 13.55 and 11.38....so scary..

Posted by mikashearer > 2014-08-02 16:37 | Report Abuse

Wait until the financial report come out first... in August... mabelle

Posted by mabelle > 2014-08-04 12:07 | Report Abuse

Thanks a lot mikashearer, I am a newbie, totally in need of guidances..they are both having downturns..:(

Posted by mabelle > 2014-08-04 12:19 | Report Abuse

When will be the financial report?

Posted by haikeyila > 2014-08-04 16:34 | Report Abuse

this month possibly on the 22nd. Good to accumulate if your investment horizon is long (mine >10 years, lol).

Posted by mabelle > 2014-08-04 16:54 | Report Abuse

Thanks haikeyila...that is a long shot...

Posted by TradeInvestStocks > 2014-08-06 09:49 | Report Abuse

still very sleeeeepppy...

Posted by TradeInvestStocks > 2014-08-07 20:51 | Report Abuse

Buy Buy Buy...

Posted by Kian Leong Lim > 2014-08-18 23:28 | Report Abuse

There are only two beer companies in Malaysia. No matter what the beer market will be the beer companies will never go out of business. The companies only have pe ratio of around 18 times which is still not too high. The best part is they pay out most of their net profit for the year as dividends which is quite high.

Posted by TradeInvestStocks > 2014-08-21 17:50 | Report Abuse

Yes Kian Leong Lim, result out, down 8.91%... hahaha...

Posted by SP0094701 > 2014-08-21 20:36 | Report Abuse

Tommorow i think GAB will up

Posted by TradeInvestStocks > 2014-08-22 09:15 | Report Abuse

UP UP UP... hahaha

Posted by mikashearer > 2014-08-22 10:03 | Report Abuse

mabelle I think you can hold it until rm15....

Posted by mabelle > 2014-08-22 11:09 | Report Abuse

Thanks M, will buy some to average it down :)

Posted by haikeyila > 2014-08-22 12:45 | Report Abuse

not out of the woods yet, but will do so with time. collect.

Posted by mikashearer > 2014-08-22 18:26 | Report Abuse

Will hit the rm15 under two month...

Posted by TradeInvestStocks > 2014-08-22 23:28 | Report Abuse

Guinness Anchor top gainer in early trade today: http://www.thestar.com.my/Business/Business-News/2014/08/22/Guinness-Anchor-top-gainer-in-early-trade/

Posted by TradeInvestStocks > 2014-08-22 23:40 | Report Abuse

GAB cautiously optimistic of year ahead, says MD: http://www.thestar.com.my/Business/Business-News/2014/08/22/GAB-cautiously-optimistic-of-year-ahead-says-MD/

Posted by L. C. Chong > 2014-08-25 22:00 | Report Abuse

GAB analysis - http://lcchong.wordpress.com/2014/08/25/gab-fundamental-analysis-25-aug-2014/

Posted by SP0094701 > 2014-09-08 15:41 | Report Abuse

drop again...haizz

Posted by moven00 > 2014-09-08 23:45 | Report Abuse

ini kali lah!

Posted by SP0094701 > 2014-09-11 19:58 | Report Abuse

No power at all ......

Posted by L. C. Chong > 2014-09-15 22:45 | Report Abuse

GAB analysis - http://lcchong.wordpress.com/2014/09/15/gab-fundamental-analysis-15-sept-2014/

Posted by Te Yang > 2014-09-17 20:33 | Report Abuse

Adui~why keep falling~T_T

Posted by ch > 2014-09-18 15:25 | Report Abuse

adui..drop again....

Posted by haikeyila > 2014-09-19 09:21 | Report Abuse

notice that the volume has been very thin. someone is deliberately dragging the price down by selling 100 units each time.

Posted by mikashearer > 2014-09-22 00:15 | Report Abuse

Haiz...

Posted by SP0094701 > 2014-09-22 21:52 | Report Abuse

Need to see after gst any effect or not now many imvestor concern on it..next performance liao if go then up

Posted by kingleecha > 2014-09-30 11:17 | Report Abuse

Haikeyila: they took profit and invest in other stocks! LOL..

Posted by SP0094701 > 2014-10-14 22:37 | Report Abuse

What happen with gab And carl keeping drop only ??????

Posted by mikashearer > 2014-10-17 10:13 | Report Abuse

Weak in beer markat and stock market...