Posted by HoldingKing > 2018-11-28 18:41 | Report Abuse

Look at the retail segment profit. 6 folds increase. Wtf. Only new mall marketing expenses lowering their property segment. Wait another quarter. This shares got potential

Posted by Nicholasming91 > 2018-11-28 18:43 | Report Abuse

I tell u, any supermarket not as good as AEON . They are expanding everywhere, Nilai gonna open soon

Posted by bylkw2 > 2018-11-28 20:43 | Report Abuse

ya they are expanding but look at the location of that Nilai mall, it doesn't hint a good prospect
also, old school retailing cant work well anymore, they gotta upscale their facilities n provide more immersive & experiential kind of shopping

Posted by BigPro > 2018-11-29 12:24 | Report Abuse

https://www.klsescreener.com/v2/announcements/view/28965918

Posted by tokohM > 2018-11-29 15:05 | Report Abuse

why drops like hell?

Posted by Purple Elmo > 2018-11-29 15:20 | Report Abuse

as usual...panic selling without understanding the fundamental

Posted by aaabbbccc > 2018-11-29 15:43 | Report Abuse

panic selling? y panic selling

Posted by Ggwp100 > 2018-11-29 16:04 | Report Abuse

Why panic selling?

Posted by wkl1063 > 2018-11-29 16:18 | Report Abuse

not bad result what... why fund throw....

Posted by wkl1063 > 2018-11-29 16:19 | Report Abuse

blue chip these day.... can tapao go sleep under bridge ady...

Posted by TYS_Capital > 2018-11-29 17:43 | Report Abuse

consumer segment is better than other industry, very safe kind of the stock.

Posted by ksjl > 2018-11-29 20:28 | Report Abuse

AEON's retailing segment is really rebounding.
9M 30Sep2017 - Rev RM2.5577bil; Profit RM2.670m
9M 30Sep2018 - Rev RM2.7327bil; Profit RM16.608m

Posted by Pakcik Saham > 2018-11-29 21:18 | Report Abuse

consumer..rally ..good for xmas & cny

Posted by aaabbbccc > 2018-11-30 09:49 | Report Abuse

y selling force so strong

Posted by TYS_Capital > 2018-11-30 15:12 | Report Abuse

need money to.goreng other stocks

Posted by HoldingKing > 2018-11-30 16:32 | Report Abuse

Wtf AEON result bad also drop, result good also drop

Posted by aaabbbccc > 2018-11-30 17:15 | Report Abuse

still tot will go up to rm2 ad.. wtf.. kena trap..

Posted by TYS_Capital > 2018-11-30 17:33 | Report Abuse

haha, scare? Monday just dump.

Posted by stainlyho37 > 2018-12-03 15:52 | Report Abuse

Collect for 1.70++ later this week...

Posted by willc48 > 2018-12-05 09:46 | Report Abuse

Despite big profits in last 2 years incl this year, the Japs unwilling to give dividend in order for capital to expand Aeon outlets. Damn Nippon.

Posted by commonsense > 2018-12-05 10:20 | Report Abuse

In term of financials the company actually did not do that bad in 3Q18. But i think some investors might have assume that they would have made higher profit than the RM13.9 mil recorded given that there was the tax holiday period.

4Q18 should post both higher revenue and profit vs 3Q but might be difficult to beat last year's result. 4Q17 PBT was the highest profit recorded per quarter since 2015.

The issue with the company lies mainly on its valuation. At the current share price it is already valued at 25.6x PE. Companies at this valuation normally offers investors profit growth of at least 20% (PAT in FY17 was RM100mil). Even if they do managed to record a profit of RM120mil in FY18, that would still translate to a PE of 19.4x. Still high but if the growth of 20% is consistent, by FY21 PAT should be RM200mil which helps bring down the valuation to 12.8x PE.

Given current market condition, there are actually a lot of companies that currently trade at low PE multiple but can still provide profit growth in the short to mid term.

One company that you can consider for your portfolio is MBMR.

The company is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 5.3x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.5x BV. 4Q18 results is expected to be higher than 3Q18 and last year 4Q17. And FY19 growth will be driven by the still high demand of new Myvi and the launch of the new SUV in 1Q19.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions.

Hope earning growth for Aeon will accelerate in a much faster rate in the future in order to commensurate investors for the high valuation at the moment.

Good luck.

Posted by Limbeh > 2018-12-05 11:19 | Report Abuse

Limbeh like to go Aeon shopping, but even add with Q4 result, their performance cannot outbeat YE17 wor... look at YE17 price after Q4 announced and look at current price, limbeh still feel
very very overvalued despite the sell down.... but Limbeh very honest one, Aeon is a good place for weekend and Q4 usually shopper shop more...

Posted by HoldingKing > 2018-12-05 19:47 | Report Abuse

Limpek like your comments Limbeh.

Posted by Wei Wong > 2018-12-12 22:44 | Report Abuse

No eye see this AEON let padini or bornia buy over better !! Invest in Ewallet biggest mistake ever !!!

Posted by bylkw2 > 2018-12-13 10:32 | Report Abuse

@Wei Wong
Padini and Bornia are already dropping like shit themselves due to weak consumer sentiment, especially in retail industry, and the same goes for AEON
And, the cost and development of E-wallet isn't beared by AEON Co. also, but AEON Credit; AEON Co. and AEON Big are just leeching it off

Posted by Flintstones > 2018-12-18 09:34 | Report Abuse

Only idiots buy Aeon. You guys wanna supply liquidity to aberdeen to cash out, please go ahead

Posted by zerocool7199 > 2018-12-23 16:11 | Report Abuse

Agree..aeon is matter on time to drop more further as u can see many shop are closed and it keep increasing around all malaysia..

Posted by 5354_ > 2018-12-23 17:42 | Report Abuse

Why EPF keep buying but let Aberdeen disposed more?

Posted by Victor Yong > 2018-12-23 20:23 | Report Abuse

many competitors for a small population in msia e.g. parkson, nsk, speed88, econsave, giant, the store, etc

Posted by zerocool7199 > 2018-12-29 11:30 | Report Abuse

In the making of parkson

Posted by matthew > 2019-01-02 16:38 | Report Abuse

damn aeon

Posted by BigPro > 2019-01-04 09:34 | Report Abuse

http://confirmjadi.com/aeon-mall-nilai/
Start Opening on 17th Jan 2019...

Posted by char1234 > 2019-01-05 16:42 | Report Abuse

BillyK.....Yes....earnings is downtrend.I agree. Thats why share also stagnant

Posted by factorrumour > 2019-01-05 22:31 | Report Abuse

their employees not doing their work at all, all hilang lepak dont know where they go, need assistant to get some items but cant find anyone to ask, 3 counters only 1 open, in food section almost 20 counters but only 3 to 4 open, their management really have to fix this

Posted by Frank Tan > 2019-01-06 09:40 | Report Abuse

Go to the aeon maluri and aeon belakong,few empty shops,no croud....hit by Sunway velocity n mytown n coming Cheras sentral

Posted by moven00 > 2019-01-06 09:44 | Report Abuse

Aberdeen Fund is disposing like there is no tomorrow, better stay away.
Better opportunities in other counters....must admit it’s Mall is nice to lepak n shopping but that not necessary translate to “a must invest”.
Not gonna touch this counter at all for now.

Posted by RainT > 2019-01-06 11:21 | Report Abuse

The profit margin so low , so thin

Don't have much competitive advantage company

Posted by HoldingKing > 2019-01-06 23:24 | Report Abuse

U all must be not reading its quarterly report. In Q2 the retail sales double up. In Q3 the retail segment fold 6 times. I believe the worst should be over.

Posted by RajaBursa2019 > 2019-01-07 12:49 | Report Abuse

worst not over yet... now baru warm up


global correction coming

Posted by RajaBursa2019 > 2019-01-07 12:49 | Report Abuse

kasi KLSE 1500 dulu

Posted by RajaBursa2019 > 2019-01-07 12:49 | Report Abuse

AEON kasi hantam kaw kaw itu time

Posted by RajaBursa2019 > 2019-01-07 12:50 | Report Abuse

Inari
Aeon
Carimin
Nova msc

pick stock of the year


kikikiki

Posted by RajaBursa2019 > 2019-01-08 11:08 | Report Abuse

drop more

drop more


gua mau shopping

Posted by shpg22 > 2019-01-09 00:50 | Report Abuse

Profit is expected to be squeeze further judging from the oversupply of retail space in KV & intense competition from e-commerce. Downgrade fair price to 0.95

Posted by Nicholasming91 > 2019-01-09 07:19 | Report Abuse

Price just keep pressing down to be collected.. then it will rebound again like last time . 200MA is still uptrend

Posted by shpg22 > 2019-01-09 10:25 | Report Abuse

While retailing contribute 84% of the revenue, this segment only generated 18% of the total net profit. Property management services is still the biggest contributor of net profit at 82%. Rise in retail sale will have minimal effect on profit.

Posted by RajaBursa2019 > 2019-01-09 10:54 | Report Abuse

Property management services is still the biggest contributor of net profit at 82%.




indeed !!

Posted by RajaBursa2019 > 2019-01-09 11:31 | Report Abuse

AEON 2019 Pick Stock


cantekkkkkkk

next year back to RM3++


kikikiki

Posted by alanleeky > 2019-01-09 12:51 | Report Abuse

Buy for CNY angpow

Posted by lextcs > 2019-01-10 13:53 | Report Abuse

to copy uncle koon famously declared statement..."im obliged to inform you guys that ive bought into aeon". However this is not an invitation for u to buy or sell. caveat eptor....hahaha