Posted by Noob Listener > 2014-04-10 15:33 | Report Abuse

just thailand market

Posted by morivae > 2014-04-11 15:14 | Report Abuse

Expecting another 2 quarter of bad performances, there might be some improvement on the market sentiment for the time being but in the coming months there might be a better indications once the rice scheme charges from NACC on the Yingluck had been decided.

Posted by Noob Listener > 2014-04-14 11:46 | Report Abuse

MLM will perform better under bad economy condition.

Posted by madguy > 2014-04-16 04:07 | Report Abuse

AGM during this coming early MAY ~~~

Posted by sbg3106 > 2014-04-16 08:54 | Report Abuse

who is going to this May AGM? Must ask CEO why there is no brreakdown of region revenue

Posted by madguy > 2014-04-16 09:53 | Report Abuse

3106 what do u mean by "no brreakdown of region revenue" ??

Posted by sbg3106 > 2014-04-16 14:49 | Report Abuse

percentage of revenue contributed by each country

Posted by greatinvestor > 2014-04-16 18:07 | Report Abuse

SUMMARY OF KEY FINANCIAL INFORMATION
28/02/2014


INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
28/02/2014
28/02/2013
28/02/2014
28/02/2013
$$'000
$$'000
$$'000
$$'000
1 Revenue
66,157
108,719
66,157
108,719
2 Profit/(loss) before tax
20,398
35,365
20,398
35,365
3 Profit/(loss) for the period
17,175
29,746
17,175
29,746
4 Profit/(loss) attributable to ordinary equity holders of the parent
17,175
29,746
17,175
29,746
5 Basic earnings/(loss) per share (Subunit)
3.73
6.47
3.73
6.47
6 Proposed/Declared dividend per share (Subunit)
3.00
3.00
3.00
3.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.0630
1.0960

Posted by greatinvestor > 2014-04-16 18:07 | Report Abuse

Big sales tomorrow

Posted by sklyte > 2014-04-16 18:35 | Report Abuse

tomorrow maybe can grab cheap stock, EPS per quater is 3.7c, Thailand situation is improving, if we use 2 x3.7c + 6x 2 = 20c

Zhulian is valued at 14times PE now, tomorrow 2.50 can makan!

Posted by sklyte > 2014-04-16 18:36 | Report Abuse

The outlook of the current year remains cautiously optimistic as currently consumer sentiment on spending
has been increasing and we expect this will be translated into strengthening of demand both in local and
overseas markets.

Although the political uncertainties in Thailand have continued to be a concern for all businesses in the
region, we will continue to boost the productivity of distributors in Thailand by intensifying marketing
programmes and promotional campaigns.

The Group has strategic plans and control measures in place to anticipate any challenges that come forth in
the current year. As the Group continues its effort to develop new products with several new products
scheduled to be launched in the current year coupled with initiatives to strengthen our core distributor and
customer base.

The Group will also continue to capture the opportunity and explore the possibility of tapping into new
market segments through introductions of new products and venturing into new business segments.

Barring any unforeseen circumstances, the Board remains confident towards the Group’s performance for
FY2014.

Posted by Funtrade > 2014-04-16 19:34 | Report Abuse

RM2.30 tomorrow. Very poor results.

Posted by 500plus > 2014-04-16 20:05 | Report Abuse

this counter going to drop 20% tomorrow. cutting no matter what price

Posted by iafx > 2014-04-16 22:38 | Report Abuse

despite the result, dividend payout still maintained, have to say this mgmt. is very generous.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1595581

Posted by Tornado > 2014-04-16 23:30 | Report Abuse

Great div. payout. If there is a drop , great chances to pick up more tomolo.

Posted by wahaha > 2014-04-17 00:37 | Report Abuse

If u read properly, lower revenue is affected by local and oversea market. It is not due to thailand issue only

Posted by TonsilBasher > 2014-04-17 07:31 | Report Abuse

its breaking down. rm1

Posted by up_up_up > 2014-04-17 08:29 | Report Abuse

Pickup more, are you sure? This stock could make you suffer high percentage of capital loss with the worsen results each quarter, and you want to buy because of 3 cents dividend?

Posted by tpchuayap > 2014-04-17 09:58 | Report Abuse

Tan, good thought.

Posted by Tornado > 2014-04-17 10:00 | Report Abuse

As long as you have faith in the business nature and the management , Stock price will come back. 3 cents each quarter is equivalent to 12 cents per annum. Moreover, last Fiscal Year dividend was 16 sen.
As long as the management are righteous and prudent, and the company is in the right business sector, investor will be rewarded.

Posted by caven101 > 2014-04-17 10:13 | Report Abuse

Down 14cent now...what going on for zhulian? so good dividend but still got so big selling

Posted by iafx > 2014-04-17 10:14 | Report Abuse

ah tan, mlm is human biz, not rely on heavy capex (equipment etc)

Posted by Tornado > 2014-04-17 10:19 | Report Abuse

Yes, cold eye once mention Zhulian is mini Amway. Que at 2.50.

Posted by Tornado > 2014-04-17 10:21 | Report Abuse

Brahims is not a bad buy too. The airports theme is flying. Went in at 2.23~ 2.24 yesterday

Posted by iafx > 2014-04-17 10:31 | Report Abuse

there is no new factory acquire or upgrade announced, there won't be any need for major capex. here's latest kenanga cerita: http://www.theedgemalaysia.com/business-news/285495-zhulian-upgraded-to-qmarket-performq-as-earnings-stability-seen-says-kenanga.html

Posted by caven101 > 2014-04-17 10:39 | Report Abuse

Tan KW...the kenanga report shown the Target Price at RM2.83, too lower oh....that sound is not so good...no wonder drop so much today.

Posted by iafx > 2014-04-17 10:40 | Report Abuse

bro, mlm biz doesn't fuel by capex, by buying more factory/machines will not push the sales, u need ppl to PUSH in the market, where the goods r sourced is not the concerned. in this case, investors r monitoring zhulian to see whether it can RECOVER first, later ONLY talk about growth.

currently there is around 40+% drop of eps, should the price follow, maybe $2~$2.2 (barring overall market volatile) can be seen.

Posted by iafx > 2014-04-17 10:47 | Report Abuse

some r source (licensed) somewhere else.

Posted by Noob Listener > 2014-04-17 11:03 | Report Abuse

woah...drop..buy more ;)

Posted by sslim > 2014-04-17 11:44 | Report Abuse

kenanga report cannot trust one la.. everymonth different...

Posted by sklyte > 2014-04-17 12:11 | Report Abuse

long term wise sure very good, this zhulian, have been beaten down like crap, i see them recovering in the second half, 15x pe is ok for this stock, amway 19x?

Posted by Hustle > 2014-04-17 12:53 | Report Abuse

May be kenanga error typing 2.38 to 2.83 :)

Posted by Investeye > 2014-04-17 15:56 | Report Abuse

If Zulian down to RM2.65, then it is provide an opportunity to accumulate at low .

Posted by buffetthe2nd > 2014-04-17 16:28 | Report Abuse

better stay away from this...it bussiness is so fragile,will soon bankrupt

Posted by thundercats > 2014-04-17 17:00 | Report Abuse

what kind of Buffett is this calling ZL will soon be bankrupted? should not bring shame to the real Buffett name.

Posted by koyak71 > 2014-04-17 17:02 | Report Abuse

I marked yur word @buffet...see how this rm2 company will go bankrupt. Dunt simply give judgment if u are not the major shareholder..person who lack of knowledge in stocks will be influenced by yur comment.

Posted by buffetthe2nd > 2014-04-17 17:13 | Report Abuse

i m not shareholder of this company...from what i c...this company business is so fragile,the director reason for poor result is nonsence,if not bankrupt,will soon turn into deep dept company

Posted by madguy > 2014-04-17 17:24 | Report Abuse

too bad ..... its kind of sad seeing this going down zzzzz

Posted by KINGV > 2014-04-17 20:27 | Report Abuse

Zhulian !stQ fye 2014 results was disappointing. However given the fact that the share price has fallen so much ,I think it is really worth accumulating if you agree to the followings
1)The current turmoil in Thailand is temporary and situation will return to normal,
2)The expansion in Indonesia and the intentions to enter the Mynamar and Indochina markets
bodes well for the company as the potentials are there,and
3)The financial position of the company is healthy with decent current earnings and dividends
( say with a yield of over 4% at current prices).
I think one needs to be patient and and hold this counter and wait for the counter to recover while
enjoying the decent dividends.

Posted by Huang > 2014-04-17 21:03 | Report Abuse

Case Study: How about another case of "Enron"?

It is a "linked" company. In preparation of 05052013GE, a lot of money was needed. Even though if not for 505, division heads need lot of money to buy vote in party election and also to support their extravagant life style. Thus division heads quietly collected tonne of shares at very low price ranging 2.00 to 3.00. Once big qty of shares have been collected, numbers were “enron” up slowly till 8 eps/qtr & rev 120 mil/qtr. The perfect numbers justified the high price at 5 and lured retailers to buy high from division heads. After disposing to retailers, the numbers were allowed to reflect the actual biz performance at eps 3 sens/qtr & rev 70mil/qtr.

This is a perfect “goreng".

Posted by lwyy60 > 2014-04-18 05:39 | Report Abuse

chart wise not good......sell pressure increase~ if u too deep in da hole, u r likely to remain as u were~ otherwise sell off will be good option~

Posted by Huang > 2014-04-18 07:38 | Report Abuse

美國‧芝加哥18/4/2014日訊(sinchew daily): 紐約金價17日跌破每盎司1300美元。

This is a hit to the recovery route of ZhuZhu. When I can buy the real gold (jewelry) at lower price, the attractiveness of coated jewelry by ZhuZhu is much lower.
I GUESS ZhuZhu will drop to below 2.50 very soon. My targeted entry price is below 2.00, but can it goes so low?

Posted by Hustle > 2014-04-18 08:25 | Report Abuse

Nice comparison Huang, if a real Rolex can sell at cheap price, why we need to buy the imitate one :)

Posted by wahlaueh > 2014-04-18 12:58 | Report Abuse

@ Hustle, Good point... Lol

Posted by xenolover > 2014-04-18 21:37 | Report Abuse

current thailand political turmoil is chronic and it will last for years.

Posted by sense maker > 2014-04-19 12:31 | Report Abuse

As countries like Thailand, Indonesia, etc climb the wealth ladder, the appeal of gold-coated jewellery will diminish in the coming years.

The economic moat of Zhulian may be at issue as it is unclear how it may innovate its other product lines to spur revenue and profit growth.

From Rm5, the fall is hard. But the current market price reflects some recovery in profits and sales, failing which Zhulian may go down further in prices.

Posted by Huang > 2014-04-19 13:25 | Report Abuse

当已经爱了N年的最爱无原无故变得酸酸的。一时措手不及，不懂如何面对。继续爰?放弃?忠诚?等待?五味杂陈!
神呀！救救我吧!

Posted by Huang > 2014-04-19 16:24 | Report Abuse

南洋财经, 2014-04-19泰国联昌首季赚4420万, 净利报捷扬41%
http://www.nanyang.com/node/615211?tid=462

Doing biz in the same environment in Thailand, while CIMBThai can increase profit significantly, I puzzle why Zhulian is terribly poor in biz earning. As said before, the miserable deterioration of Zhulian’s earning is still a mystery; it is certainly not purely caused by political turmoil in Thailand.

Posted by koyak71 > 2014-04-20 14:37 | Report Abuse

cannot compare cimb bank with zhulian...bank senang buat duit example charges impose for cheques issue at 40 cent..senang buat duit ma.... orang simpan tempat lain bank boileh report bnm so bnm buat raid...like gold investment case...so 1.6 billion in gold investment akan lari ,masuk duit ke bank la

Posted by a13x3181 > 2014-04-21 11:31 | Report Abuse

why not compare CIMB and CITIBANK?