Posted by calvintaneng > 2018-02-05 11:21 |

Post removed.Why?

Posted by hellbender > 2018-02-05 12:44 | Report Abuse

i myself dont understand the reason why the share price shoot up so high but i came away positive when i saw many POSM in Aeon Big & ohher leading supermarket recently. No other FMCG companies came close in beating Nestle with their promotion.In fact for CNY, the bulk of my purchase came from Nestle products. Its tangible and clearly indicates they are the market leader in each of their categories. anyhow, i am holding to this shares as how calvintaneng said the RM appreciation should help nestle. Of course buying this shares is not a good idea due to the 42x pe. Lets wait and see the Quarterly results. I am quite concerned on the dividend yield for this stocks.

Positives:-
1) RM appreciation - cost become cheaper
2) Consumer sentiment still suppressed - will be better moving forward
3) Consumer staples
4) Market leader in their category
5) Sterling management performance

Cons
1) Share price too high

Posted by Mohd Fahmi Bin Jaes > 2018-02-05 18:05 | Report Abuse

Next 120

Posted by huat888 > 2018-02-05 23:04 | Report Abuse

So called low PE stocks like HY and others, price tumbling??

Posted by Mohd Fahmi Bin Jaes > 2018-02-05 23:05 |

Post removed.Why?

Posted by DickyMe > 2018-02-06 10:07 | Report Abuse

Remove GST consumer can spend more

Posted by Cindy Lee > 2018-02-06 17:45 | Report Abuse

NESTLE will keep increasing, at least until after the elections. Reasons:-
1) EPF is a substantial shareholder. Pumping money into the market in improving liquidity before elections by government to encourage spending expenditure and market sentiments is normal.
2) Ringgit is growing stronger especially due to elections, at least up to June. There will be likely be more economic robusity this year up till June. Cost of import reduced significantly. Monitor the Ringgit if you want to play this counter.
3) Government offering various incentives for public support eases market spending, especially for necessity goods, largely dominated by Nestle in food and beverages
4) Nestle HQ announced that new procedures to reduce expenditure worldwide, including Malaysia increase profits trmendously.

In my opinion, Nestle will up to at least RM140 by JUNE 2018.

Go buy now

Posted by kywoo > 2018-02-06 21:39 | Report Abuse

Nestle has a very special relationship with Malaysia and Malaysians The relationship is a win win one as well as mutually beneficial. Unlike some foreign investors, actions by Nestle speak better than words. Just consider the following;(1) The Nestle subsidiary in Malaysia has the privilege of being one of only four oversea subsidiaries that are listed in their respective countries stock markets. This means that Malaysians can benefit in the local company'business by being its shareholders. The other oversea subsidiaries( more than 180 of them ) are 100% owned by Nestle SA. (2) Nestle has chosen Malaysia as its worldwide center of excellence for production of halal food products. Hence, Nestle Malaysia can easily export to all Islamic countries around the world especially Middle East countries. This helps to bring in more than 1 billion ringgit of valuable foreign exchange to Malaysia every year (3) Malaysia has been recently chosen as one of three worldwide raw material procurement centers. Hence Nestle Malaysia can be guaranteed the easy availability and best prices of its raw materials. (4) Nestle has been in the country for than 100 years, much longer than many other oversea subsidiaries. (5) Nestle has been actively helping local farmers to produce crops like chili and paddy so as to ensure a steady supply and demand for both parties at fair market prices (6) Nestle has also been helping reforestation by tree planting in many parts of the country.
On the other hand, Malaysia has contributed in many ways to the success of Nestle in Malaysia. (1) Malaysia provides good infrastructure and political stability for all companies to do business. (2) Malaysia economic growth has been steady since independence and people's purchasing power has been increasing. Hence the growing demand for Nestle's products. Sales has already gone over RM 5 billion a year Incidentally, Malaysians drink the most cups of Milo per capita in the world. (3) Malaysia also provides generous tax incentives in the form of capital reinvestment allowances to companies that expand or build new production facilities. Nestle has benefited from this. (4) Malaysia has a young and skillful labor force which Nestle has further trained. There are more than 5,500 people employed by Nestle Malaysia.
Hence when Malaysians invest in the shares of Nestle Malaysia one must take a long term view. Do not be bothered too much with high historical PEs but rather on increasing profits in future years. What is important is prospective PEs in coming years.I have known people who have been allotted shares from Nestle IPO at 5.60 in 1989 and are still keeping them. Why not sell to take profit since it has gone pass 100.00. One simple answer. " I believe in Nestle and in Malaysia. "

Posted by apolloang > 2018-02-06 21:46 | Report Abuse

EPF sell off penny stocks and support tenaga,nestle and crony stocks.like that call people to vote for BN? EPF should sell all those expensive blue chips,overseas properties and support the public penny stocks

Posted by joetay > 2018-02-06 21:49 | Report Abuse

epf shld also investigate whether any overpaying was done for the overseas properties, bro apolloang.

if the siphoning can happen in felda, what is stopping it from happening in epf.

Posted by apolloang > 2018-02-06 21:50 | Report Abuse

aiya they bought properties there to let cronies family stay there for free or cheap rental lah

Posted by wjboyz > 2018-02-06 23:13 | Report Abuse

https://www.facebook.com/publichealthmalaysia/videos/2013654288924433/

Posted by SeeMoneyTakeMoney > 2018-02-07 09:29 | Report Abuse

All trash food. Trash company. Trash stock.

Posted by SeeMoneyTakeMoney > 2018-02-07 15:38 | Report Abuse

Bring all ur sugary carbo trash in hell with u. Dump this trash stock into garbage bin now!!

Posted by curious2 > 2018-02-08 11:14 | Report Abuse

Pushing up Nestle so EPF can declare more 2017 dividend?

Posted by curious2 > 2018-02-08 11:15 | Report Abuse

Same buyer same seller easier to push up?

Posted by curious2 > 2018-02-08 11:16 | Report Abuse

CI 1900 Nestle RM 150?

Posted by curious2 > 2018-02-08 11:18 | Report Abuse

Even buy at 116 if push to RM 140-150 still got RM 24-34 gain?

Posted by stockraider > 2018-02-08 12:51 |

Post removed.Why?

Posted by stockraider > 2018-02-08 12:51 | Report Abuse

WHY CANNOT NESTLE PRODUCE REAL MILO KOSONG WITHOUT 45% SUGAR LEH ??

IF WANT SWEET SENDIRI TARUH SUGAR LOH....!!

ANS: BCOS OF PROFIT MAH....SUGAR IS CHEAP COMPARE WITH MALT & COKLAT LOH....!!
ONE KILO SUGAR ABOUT RM 2.50 ONLY LOH....!!
SURE NESTLE WANT TO GIVE U ALOT OF CHEAP SUGAR IN MILO MAH...!!
THATS WHY 45% SUGAR LOH...!!

Posted by stockraider > 2018-02-08 12:52 | Report Abuse

SOME MORE NESTLE CLAIMED VERY HEALTHY LOH....!!

AS A RESULT MANY MANY PEOPLE & PARENT GIVE MILO TO YOUNG CHILDREN....BCOS NESTLE CLAIMED....VERY HEALTHY LOH....!!

AS A RESULT....PARENT DON KNOW....THEY ARE GIVING POISON TO CHILDREN LOH.....!!

NESTLE.....BAD CORPORATE CITIZEN...!!
HATI PERUT LOH.....!!

Posted by stockraider > Feb 8, 2018 12:42 PM | Report Abuse X

WHY CANNOT NESTLE PRODUCE REAL MILO KOSONG WITHOUT 45% SUGAR LEH ??

IF WANT SWEET SENDIRI TARUH SUGAR LOH....!!

ANS: BCOS OF PROFIT MAH....SUGAR IS CHEAP COMPARE WITH MALT & COKLAT LOH....!!
ONE KILO SUGAR ABOUT RM 2.50 ONLY LOH....!!
SURE NESTLE WANT TO GIVE U ALOT OF CHEAP SUGAR IN MILO MAH...!!
THATS WHY 45% SUGAR LOH...!!

Posted by stockraider > 2018-02-08 12:53 |

Post removed.Why?

Posted by kwah > 2018-02-08 13:01 | Report Abuse

The Malaysian Milo is lousy only sweet sugar taste. I usually buy from Ipoh Jaya Groccer imported Australia MILO, now it is is out of stock. Since the video viral widely, no stock at all from Australia. The Malaysian counter part can produce the same food and sell in Malaysia to promote healthy food for children. Malaysian willing to pay more for healthy MILO. Please look at all angles to provide Malaysian.

Posted by stockraider > 2018-02-08 13:07 | Report Abuse

"MR POTATO" POTATO CHIPS PRODUCE BY MAMEE....IS AN UNHEALTHY FOOD LOH...!!

BUT AT LEAST MAMEE....NEVER SAY AND PROMOTE 'MR POTATO" AS HEALTHY FOOD LOH....!!
IF U KNOW & EAT JUNK FOOD LIKE MR POTATO AT LEAST FAIR LOH....BCOS U KNOW WHAT U EATING LOH....!!

BUT NESTLE...UNHEALTHY FOOD LIKE MILO WITH 45% SUGAR....TELL PEOPLE AS HEALTHY FOOD MUST ALWAYS EAT LOH....!!
NESTLE MANAGING DIRECTOR AND MANAGEMENT PLUS THE BOARD OF DIRECTORS SHOULD BE SHOOT LOH....!!

Posted by stockraider > 2018-02-08 13:20 | Report Abuse

Posted by stockraider > Feb 8, 2018 01:18 PM | Report Abuse X

I SAY MAMEE NEVER SAYS ITS POTATO CHIPS HEALTHY MAH.....THEY SAY BAGUS MAKAN OK MAH....NO TIPU LOH....!!

BUT NESTLE TIPU LOH....!!
TELL PEOPLE VERY HEALTHY & ADVISE THEM TO MAKAN FREQUENTLY....NO INTEGRITY & NO SOCIAL CONSCIENCE LOH...!!

MANY PEOPLE, FAMILY, CHILDREN AFFECTED BCOS NESTLE TIPU MAH...!!

REMEMBER NESTLE TAGLINE ' MINUM MILO ANDA JADI SIHAT DAN KUAT '
BIG TIPU LOH.....!!

Posted by Booyah > 2018-02-08 13:32 | Report Abuse

http://www.marketing-interactive.com/nestle-malaysia-defends-milo-product-health-claims-in-wake-of-viral-videos/

Posted by stockraider > 2018-02-08 13:46 |

Post removed.Why?

Posted by stockraider > 2018-02-08 13:47 |

Post removed.Why?

Posted by stockraider > 2018-02-08 13:55 |

Post removed.Why?

Posted by CUTLOST > 2018-02-08 14:13 | Report Abuse

fantastic..above Rm120 coming

Posted by stockraider > 2018-02-08 14:19 | Report Abuse

Posted by rojakmee > Feb 8, 2018 02:18 PM | Report Abuse

All Nestle food are Junk, India one time banned Maggi mee because contained high aluminium and lead, I will get stomach ache eating Maggi mee, don’t you all get little discomfort eating Maggi mee? Some other brand are at least better because don’t get this type of discomfort.
Check out Nestle 3 in 1 coffee mix, the mixed contained palm oil waste and whatever not, also gets stomach discomfort only by one time consuming, what will happen if taken every single day?
We Indian consumed lots of milk and natural yogurt daily, Natural yogurt can be made by yourself with just plain milk and yogurt (which contained the yeast ), this is only possible is the milk is actually milk because the yogurt yeast only survive with milk and not chemical like milk. Most of the Milk brands in Malaysia you can’t make milk because it is not milk. Except only one that is Goodday (we have tried the entire Milk brand in Malaysia)

The material used by Nestle are of low quality because they produced for the masses and producing it at the cheapest cost possible to achieved the highest profit and just look at Nestle share price.

Posted by paperplane > 2018-02-08 15:01 | Report Abuse

this is total failure of corp governance loh....

Posted by CUTLOST > 2018-02-08 15:13 | Report Abuse

I Lv Nestle product..growing and establish brand of company.

Posted by stockraider > 2018-02-08 18:15 | Report Abuse

EPF SELLING NESTLE LOH.....!!
WHY EPF SELLING SUCH A FINE CO LEH ???
IT COULD BE DUE TO OVERVALUE OR DUE TO NESTLE NEGATIVE BAD PUBLICITY FOR SELLING HEALTH FOOD MILO LOH...!!

Changes in Sub. S-hldr's Int (Section 138 of CA 2016)

NESTLE (MALAYSIA) BERHAD


Particulars of substantial Securities Holder

Name EMPLOYEES PROVIDENT FUND BOARD
Address TINGKAT 19, BANGUNAN KWSP
JALAN RAJA LAUT
KUALA LUMPUR
50350 Wilayah Persekutuan
Malaysia.
Company No. EPF ACT 1991
Nationality/Country of incorporation Malaysia
Descriptions (Class) ORDINARY SHARES

Details of changes

No Date of change
No of securities
Type of Transaction Nature of Interest
1 05 Feb 2018
69,900
Disposed Direct Interest
Name of registered holder CITIGROUP NOMINEES (TEMPATAN) SDN. BHD. EMPLOYEES PROVIDENT FD BD
Address of registered holder LEVEL 42, MENARA CITIBANK 165 JALAN AMPANG 50450 KUALA LUMPUR
Description of "Others" Type of Transaction
2 05 Feb 2018
30,000
Acquired Direct Interest
Name of registered holder CITIGROUP NOMINEES (TEMPATAN) SDN. BHD. EMPLOYEES PROVIDENT FD BD (ABERDEEN)
Address of registered holder LEVEL 42, MENARA CITIBANK 165 JALAN AMPANG 50450 KUALA LUMPUR
Description of "Others" Type of Transaction


Circumstances by reason of which change has occurred DISPOSAL OF SHARES IN OPEN MARKET
PURCHASE OF SHARES IN OPEN MARKET
Nature of interest Direct Interest
Direct (units) 16,185,500
Direct (%) 6.902
Indirect/deemed interest (units) 0
Indirect/deemed interest (%) 0
Total no of securities after change 16,185,500
Date of notice 06 Feb 2018
Date notice received by Listed Issuer 08 Feb 2018

Posted by tooeasy > 2018-02-09 00:40 | Report Abuse

My persona take regarding the claim made by the nutritionist is actually wrong and misleading. If the milo powder contains 45% of sugar, after diluting it with water the concentration of the sugar indeed fades, BUT the MOLARITY of the sugar is still there, many people got it wrong when they go to mamak and order a teh tarik, only when they found it too sweet, they'll ask for adding water to dilute it, it's actually pointless and you're actually consuming that exact amount of sugar. Those who study chemistry will definitely know this.

Posted by godhand > 2018-02-09 10:33 | Report Abuse

if klse crash the reason will be because of nestle.

Posted by DickyMe > 2018-02-09 15:29 | Report Abuse

Milo doesn't taste as good as it was and neither does Maggi Mee. After serving a dish Maggi curry sometimes gets severe headache, nose bleed and some other time, a visit to toilet to flush the waste down toilet bowl. Milo gives stomach upset and it tastes bland even with 5 TABLESPOON. It also causes similar reaction as Maggi Mee does. whole family stopped buying Milo and Maggi Mee. Better health and saved money from buying these unhealthy expensive junks.

Posted by pang72 > 2018-02-09 17:16 | Report Abuse

3iii...very sad. His stock being attack .up side down.

Posted by hellbender > 2018-02-09 17:52 | Report Abuse

hmm today KLSE red but Nestle increased to 116.10. I have a theory that Nestle is like a safe haven. when market is red Nestle is up.

Posted by Ruhaizat Talib > 2018-02-10 09:34 | Report Abuse

Thank's God, I've just bought Nestle at RM57-00 on 2012 & almost 100% capital gains, maybe next 24 month TP180-00

Posted by MainBesar > 2018-02-12 15:36 | Report Abuse

gud

Posted by Good_stock > 2018-02-13 10:28 | Report Abuse

Sold most and now switch to Petronm for its low pe high net cash biz

Posted by optimus9199 > 2018-02-13 22:49 | Report Abuse

My cost price for Nestle just RM 18.00 in year 2008/09

Posted by pakatan_harapan2 > 2018-02-14 09:36 | Report Abuse

No wonder GE 14 no news. EPF money all push up high price counters.

Posted by pakatan_harapan2 > 2018-02-14 09:39 | Report Abuse

Why cheating? Say la you work for EPF.

optimus9199 My cost price for Nestle just RM 18.00 in year 2008/09
13/02/2018 22:49

Posted by kywoo > 2018-02-14 21:36 | Report Abuse

Some people have suggested that Nestle is trading at a PE of 42 and hence is too high to hold on to the share. They should follow the example of EPF and sell as soon as possible to lock in their profits. Indeed it is true that EPF has been actively selling Nestle shares since the share started its meteoric rise 5 months ago. On 9th October 2017 EPF had 20.38 million shares or 8.7% of the company. By 29th January it was left with 16.33 million shares or 6.9% of the company. Hence they have disposed 4 million shares within the 4 months period. Needless to say their average selling price is much lower than the current market price of 117.30. The opportunity cost to EPF is fairly substantial.
This goes to show that professional fund managers and stock analyses are not always right and the lay investors need not follow their advice all the time. In fact almost all the stock brokerage houses set the target price for Nestle at around 85.00 late last year. This shows how off the mark they are. And they are the experts in forecasting stock prices.
In the last few sessions EPF has turn buyer of Nestle shares. I think they are now taking the right step by accumulating the shares again but it is a painful one as the share price has gone up a lot.
The lesson we can learn from Nestle share price is not to rely solely on historical PE alone. Look ahead and see what the prospective PE is if the company continues to grow in profitability. Some foreign investors can see that in Nestle Malaysia and I believe that they have been aggressively accumulating the stock.

Posted by apolloang > 2018-02-14 21:49 | Report Abuse

should be 80-90 max only.....epf been buying stocks at unrealistic value.even mynews PE more than nestle epf also buy

Posted by curious2 > 2018-02-15 06:03 | Report Abuse

PE 47.49 cheap? EPF pay 6.9% dividend so can Nestle pay 6.9% dividend?

Posted by Nihar Mynihar > 2018-02-15 14:33 | Report Abuse

nestle has a new business

Posted by PlsGiveBonus > 2018-02-15 15:06 | Report Abuse

http://www.milo.com.my/?q=products/milo-powder