Posted by factorrumour > 2019-01-31 21:30 | Report Abuse

seems like aberdeen appointed a syndicate to help them push up the price so that they can offload at higher price, not so possible new shareholder would so fast want to push up

Posted by HoldingKing > 2019-02-01 00:04 | Report Abuse

seems like you all are just based on assumptions. u all should go to AEON mall and have a look of the car park & people inside. Look into fundamentals before judging.

Posted by James Ng > 2019-02-01 09:38 | Report Abuse

https://klse.i3investor.com/blogs/general/192202.jsp
[转贴] [Facebook live:浅谈Aeon co (M) bhd (Aeon)] - James的股票投资James Share Investing

Posted by MoneyUp888 > 2019-02-01 11:02 | Report Abuse

Doesn't matter what they think HoldingKing

Posted by i3lurker > 2019-02-01 11:12 | Report Abuse

fundamentals?

can we have figures like same store sales growth
staff sackings
not selling electricals etc
revenue increase
COGS increase
any fundamentals for us to see?

most times I use Aeon stores as short cuts to other parts of shopping complex

Posted by HoldingKing > Feb 1, 2019 12:04 AM | Report Abuse
seems like you all are just based on assumptions. u all should go to AEON mall and have a look of the car park & people inside. Look into fundamentals before judging.

Posted by MoneyUp888 > 2019-02-01 12:18 | Report Abuse

Fundamental or not.. uptrend is confirmed.. If upcoming QR is good that will be an added advantage

Posted by Nura > 2019-02-04 17:48 |

Post removed.Why?

Posted by BN_better > 2019-02-06 12:30 | Report Abuse

Aberdeen, EPF disposed bec sad BN no more as govn?

Posted by Bursa2019 > 2019-02-07 15:12 | Report Abuse

disposed more !!!!

we need "pasar malam" price

Posted by KAQ4468 > 2019-02-11 09:26 | Report Abuse

waaaaaaaaaa

Posted by factorrumour > 2019-02-14 23:53 | Report Abuse

i'm really curious, who will be the new substantial shareholder in aeon??? how long they still can hide??? yeeeeeeeeeee

Posted by Nicholasming91 > 2019-02-14 23:58 | Report Abuse

Epf hahahhah

Posted by MoneyUp888 > 2019-02-15 09:25 | Report Abuse

New substantial shareholder will be announced after holding more than 5% Aeon

Posted by sell > 2019-02-17 10:08 | Report Abuse

Not EPF sell to pay 6.15% dividend?

Posted by KAQ4468 > 2019-02-18 11:24 | Report Abuse

aiyooooo


al the taiko disposed shares

Posted by Shinnzaii > 2019-02-19 12:34 | Report Abuse

So curious retailer got power to absorb such huge disposal?who is the one who absorb...hmmmmm

Posted by HoldingKing > 2019-02-19 19:13 | Report Abuse

EPF has increased its stake from 5% to 13% since 2018. I believe this stock definitely has its potential. The person who absorbed from abeerdeen disposal shud be a big funds kaki too. once Abeerdeen finish disposing, then the price can move up easily.

Posted by DonaldTrumpMalaysia > 2019-02-20 00:20 | Report Abuse

Price and sapot/ volume still not strong..but gud entry point now, if price not below 1500

Posted by 129055444514385 > 2019-02-20 12:37 | Report Abuse

aeon has its strength unlike parkson because there are many aeon credit card holders....so, they tend to use the credit cards for buying, spending,etc at aeon.... its unique strength... aeon credit makes huge profit yearly and the share price is above rm10.... aeon should recover in share in stages..... at 1.5+ , still good buy ....

52 Weeks Range: 1.39 - 2.65
52 Weeks Price Volatility (%):
12.70%

Posted by 129055444514385 > 2019-02-20 12:43 | Report Abuse

Probably, coming :)

Aeon Co (M) raised to hold at TA Securities; price target at RM1.72

Bloomberg

December 21, 2018 10:27 am +08



KUALA LUMPUR (Dec 21): TA Securities Holdings Bhd analyst Damia Othman upgraded the recommendation on Aeon Co (M) Bhd to hold from sell.

* Price target (PT) set to RM1.72, implies 8.9% increase from last close.

Aeon Co (M) average PT is RM2.30.

Advertisement

* Aeon Co (M) had 3 buys, 3 holds, 1 sell previously: Bloomberg data

* Analysts lowered their consensus one-year target price for the stock by 11 percent in the past three months. Forecasts range from RM1.72 to RM2.76.

Performance Metrics

* Investors who followed the analyst's recommendation would have received a 58 percent return in the past year, compared with the negative 3.2 percent return on the shares.

Posted by chanph > 2019-02-20 13:23 | Report Abuse

And a lot of cross trade going on

Posted by BringMeFly > 2019-02-20 16:03 | Report Abuse

need more power to push

Posted by 129055444514385 > 2019-02-20 16:17 | Report Abuse

expecting a good Q4 results to be announced.... economy isn't great, people just go and buy groceries, foods, clothings, etc . aeon is one of the promising players :)

Posted by 129055444514385 > 2019-02-20 16:17 | Report Abuse

above 1.70 soon ... fingers crossed

Posted by KAQ4468 > 2019-02-20 16:37 | Report Abuse

1.70 kah ???

aiyaaaaa

Posted by BringMeFly > 2019-02-20 17:50 | Report Abuse

1.85 pls

Posted by 129055444514385 > 2019-02-21 09:40 | Report Abuse

aeon credit card, groceries,etc are the magnet to aeon.... other players e.g. parkson without these things are hard to compete..... tesco in UK also like aeon credit ,,,,, issues credit card.... a lot of synergy... some. B40 and M40 use credit to buy necessity nowadays to survive

Posted by 129055444514385 > 2019-02-21 09:44 | Report Abuse

Possible for aeon holdings co in japan to privatise it at current price.... they are cash rich, they acquire carrefour in Malaysia and paid billion +

Posted by 129055444514385 > 2019-02-21 09:46 | Report Abuse

AEON Co Ltd already owns 51%++ market cap now RM2bil+... could be privatized with RM1Bil+ haha already owned more than 50%+

various other Aberdeen entities continue to hold varying stake sizes in AEON Co. Bloomberg data shows that Standard Life Aberdeen PLC is the third largest shareholder in AEON Co with a collective interest of 10.72%, behind retirement savings fund Employees Provident Fund (12.89%) and AEON Co Ltd (51.68%).

Posted by 129055444514385 > 2019-02-21 09:48 | Report Abuse

AEON Co Ltd made huge profit from aeon credit, just use the profit from aeon credit to privatise aeon is suffice,

Posted by BringMeFly > 2019-02-21 17:33 | Report Abuse

http://www.theedgemarkets.com/article/offmarket-tradesbritish-american-tobacco-m-tfp-solutions-bhd-aeon-co-m-malayan-banking

Posted by k6ii > 2019-02-22 10:16 | Report Abuse

today push liao….

Posted by 129055444514385 > 2019-02-22 10:21 | Report Abuse

in order parkson to compete with aeon, parkson needs to set up groceries unit plus set up a company to issue credit cards to fund purchases at parkson at AEON.... currently, AEON and AEON credit have the synergy to help one another.... i think the market cap of aeon credit is even bigger than aeon itself :)

Posted by k6ii > 2019-02-22 10:22 | Report Abuse

I use Aeon Card credit card...the point is easy claim the voucher...

Posted by 129055444514385 > 2019-02-22 10:23 | Report Abuse

institutional investors sudah stopped readjusting its shareholdings in aeon now kot? looking at announcement to bursa today, tak jumpa apa2 :) Time for aeon share price to play catch up now :)

Posted by 129055444514385 > 2019-02-22 10:37 | Report Abuse

probably AEON Co Ltd, Japan, told the institutional investors that whoever wanted to reduce or sell shares, just inform them for off market deal... haha .... It seems that cash rich japanese companies are buying back own shares aggressively recently in the region, hopefully in malaysia also.

various other Aberdeen entities continue to hold varying stake sizes in AEON Co. Bloomberg data shows that Standard Life Aberdeen PLC is the third largest shareholder in AEON Co with a collective interest of 10.72%, behind retirement savings fund Employees Provident Fund (12.89%) and AEON Co Ltd (51.68%).

Posted by 129055444514385 > 2019-02-22 10:43 | Report Abuse

harap buat yang sama disini....go go go aeon co ltd, japan

http://www.theedgemarkets.com/article/cashhoarding-japanese-firms-please-investors-share-buybacks-hit-record

Posted by BringMeFly > 2019-02-22 11:22 | Report Abuse

gogo aeon bring me fly

Posted by Good123 > 2019-02-22 11:49 | Report Abuse

:)

Corporate Profile
AEON CO. (M) BHD. (AEON or the Company) was incorporated on 15 September 1984. AEON was set up in response to the Malaysian Government’s invitation to AEON Japan to help modernise the retailing industries in Malaysia. The ‘AEON’ name today is well established among Malaysians as well as foreigners, especially due to its association with the international AEON Group of Companies. AEON has established itself as a leading chain of General Merchandise Stores (GMS) and supermarkets. AEON’s constant interior refurbishment of stores to project an image designed to satisfy the ever changing needs and desires of consumers is clear evidence of this. The Company’s performance has been further enhanced by the management’s acute understanding of target market needs and the provision of an optimal product mix. AEON’s stores are mostly situated in suburban residential areas, catering to Malaysia’s vast middle income group. The AEON Group of Companies consists of AEON Co., Ltd. and about 300 consolidated subsidiaries and affiliated companies.

In addition to its core GMS plus its supermarket and convenience store operations, AEON is also active in specialty store operations, shopping centre development and operations, credit card business and services. The AEON Group of Companies is an integrated Japanese retailer and is active not only in Japan but also throughout ASEAN and China. At all times, in every market, AEON’s activities are guided by its unchanging ‘Customer First’ philosophy. Its aim is to surpass expectations by combining excellent products with unique personal services that enhance the shopping experience to make customers smile every time they shop.

Posted by Good123 > 2019-02-22 11:50 | Report Abuse

:)

CHIFURE LAUNCHES IN MALAYSIA
Japan’s trusted beauty brand is now available in AEON Wellness stores for the first time!

Kuala Lumpur, 18 January 2019 Chifure Corporation, Japan will exclusively launch Chifure brand of skincare & cosmetics in over 28 AEON Wellness selected stores. Chifure, a growing skincare & make-up brand is currently sold at over 19,000 stores in Japan, and can be found in China, Thailand and Taiwan (as of Dec 2018).

2017 marks the 60th anniversary of diplomatic ties between Malaysia and Japan. With this longstanding relationship, Chifure is eager to penetrate the Malaysian market by collaborating exclusively with AEON Wellness.

CHIFURE BRAND
Since its beginning in 1968, Chifure takes pride in their commitment to produce and provide customers with real Japanese quality products at reasonable prices. Chifure beauty products are made using strictly selected ingredients, 100% tested for safety and professionally formulated to protect the skin.

Chifure Corporation is the first company to introduce refillable skin care products in Japan, making it in line with AEON who strongly supports environmental sustainability.

CHIFURE BRAND AT AEON Wellness
The brand-launching event will take place at AEON Wellness Mid Valley Megamall on 26 and 27 January 2019 from 1pm to 8pm.

For more information, please visit www.facebook/AEONWellnessMalaysia or www.chifure-global.com.

-End-


About AEON Wellness

AEON Wellness is a growing division and an integral part of AEON CO. (M) BHD. AEON Wellness is the go-to destination for all things health and beauty. First established in 2006 and debuted at Mid Valley Megamall, AEON Wellness has since expanded to over 60 outlets across Malaysia and evolved into an all-inclusive pharmacy offering an extensive selection of products and professional consultation services. At AEON Wellness, a dedicated team of in-store pharmacists and beauty advisors are on hand to cater to its customers’ growing awareness towards the importance of beauty and health. Standing by an unchanging principle of “customers first”—like all other companies under the AEON Group—ensuring customer satisfaction is their priority.

Posted by Good123 > 2019-02-22 12:55 | Report Abuse

aeon credit is very cash rich...maybe it should buy some aeon shares also like bjcorp (buy one another shares)... aeon credit needs aeon to fuel its credit card biz, profitable money lending via credit cards

Posted by Good123 > 2019-02-22 12:56 | Report Abuse

aeon credit market cap rm4bil+, aeon market cap only rm2bil+

Posted by Good123 > 2019-02-22 12:57 | Report Abuse

aeon co Ltd Japan holding 50%+ of aeon could use aeon credit to privatise aeon jointly as an alternative option :)

Posted by Good123 > 2019-02-22 12:58 | Report Abuse

aeon co Ltd Japan is a cash cow, banyak wang

Posted by 129055444514385 > 2019-02-22 13:56 | Report Abuse

Overall market was red, aeon is still green now... great interest in aeon today .. kept rising

Posted by 129055444514385 > 2019-02-22 13:57 | Report Abuse

Boleh buy :)

4 Weeks Range: 1.46 - 1.59
52 Weeks Range: 1.39 - 2.65
Average Price Target: 2.04
Price Target Upside/Downside: +0.47

Posted by 129055444514385 > 2019-02-22 13:57 | Report Abuse

Hope rm2 tak lama lagi :)

Posted by 129055444514385 > 2019-02-22 14:31 | Report Abuse

Aeon holds about 4,644,000 shares in Aeon credit, hopefully distribute it to aeon shareholders :) aeon credit share price has appreciated a lot , about RM17 today :)

Annual Report 2018
ANALYSIS OF SHAREHOLDINGS
LIST OF TOP THIRTY (30) SHAREHOLDERS
No. of % of
No. Name Shares Shares
1 AEON FINANCIAL SERVICE CO., LTD. 157,017,252 63.12%
2 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 4,809,554 1.93%
EMPLOYEES PROVIDENT FUND BOARD (NOMURA)
3 AEON CO. (M) BHD. 4,644,000 1.87%
4 HSBC NOMINEES (ASING) SDN BHD 4,236,900 1.70%
BNP PARIBAS SECS SVS PARIS FOR ABERDEEN ASIAN SMALLER COMPANIES
INVESTMENT TRUST PLC
5 HSBC NOMINEES (ASING) SDN BHD 3,650,386 1.47%
JPMBL SA FOR JPMORGAN FUNDS
6 PUBLIC NOMINEES (TEMPATAN) SDN BHD 3,113,000 1.25% PLEDGED SECURITIES ACCOUNT FOR KONG GOON KHING (E-BTR)
7 CITIGROUP NOMINEES (ASING) SDN BHD 2,545,528 1.02%
GSCO LLC FOR BUENA VISTA ASIAN OPPORTUNITIES MASTER FUND, LTD.
8 CARTABAN NOMINEES (ASING) SDN BHD 2,358,900 0.95%
EXEMPT AN FOR STATE STREET BANK & TRUST COMPANY (WEST CLT OD67)
9 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 1,926,200 0.77%
EMPLOYEES PROVIDENT FUND BOARD (ABERDEEN)
10 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 1,656,400 0.67%
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (ABERDEEN)
11 HSBC NOMINEES (ASING) SDN BHD 1,626,800 0.65%
BNP PARIBAS SECS SVS JERSEY FOR ABERDEEN ASIAN INCOME FUND LIMITED
12 HSBC NOMINEES (ASING) SDN BHD 1,224,400 0.49% BBH AND CO BOSTON FOR GRANDEUR PEAK EMERGING MARKETS OPPORTUNITIES FUND
13 HSBC NOMINEES (TEMPATAN) SDN BHD 1,213,150 0.49%
HSBC (M) TRUSTEE BHD FOR PERTUBUHAN KESELAMATAN SOSIAL
(AFF HWG6939-403)
14 HSBC NOMINEES (ASING) SDN BHD 1,130,560 0.45%
BBH AND CO BOSTON FOR GRANDEUR PEAK INTERNATIONAL
OPPORTUNITIES FUND
15 PUBLIC NOMINEES (TEMPATAN) SDN BHD 935,000 0.38%
PLEDGED SECURITIES ACCOUNT FOR CONSOLIDATED CHAN REALTY SDN BHD
(E-KUG)
16 HSBC NOMINEES (ASING) SDN BHD 880,220 0.35% BBH AND CO BOSTON FOR GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND
17 MOTOYA OKADA 864,000 0.35%
18 CHONG AH SUAN 838,100 0.34%
19 HSBC NOMINEES (TEMPATAN) SDN BHD 798,326 0.32%
HSBC (M) TRUSTEE BHD FOR AMB DIVIDEND TRUST FUND (5428-401)
20 LEONG LI NAR 774,000 0.31%
21 HSBC NOMINEES (ASING) SDN BHD 772,500 0.31%
EXEMPT AN FOR MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO., LTD.
22 AMSEC NOMINEES (TEMPATAN) SDN BHD 738,564 0.30%
NOMURA ASSET MANAGEMENT MALAYSIA SDN BHD FOR TENAGA NASIONAL
BERHAD RETIREMENT BENEFIT TRUST FUND
23 PUBLIC NOMINEES (TEMPATAN) SDN BHD 733,200 0.29% PLEDGED SECURITIES ACCOUNT FOR KONG GOON KHING (E-BTR)
24 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 700,000 0.28%
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (NOMURA)
25 MAYBANK NOMINEES (TEMPATAN) SDN BHD 699,911 0.28%
AFFIN HWANG ASSET MANAGEMENT BERHAD FOR HONG LEONG
ASSURANCE BERHAD (PAR-220082)
26 DB (MALAYSIA) NOMINEE (ASING) SDN BHD 678,560 0.27%
SSBT FUND TCTA FOR CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
27 CITIGROUP NOMINEES (ASING) SDN BHD 674,840 0.27%
CBNY FOR EMERGING MARKET CORE EQUITY PORTFOLIO DFA INVESTMENT
DIMENSIONS GROUP INC
28 MAYBANK NOMINEES (TEMPATAN) SDN BHD 663,624 0.27%
MAYBANK TRUSTEES BERHAD FOR MANULIFE INVESTMENT - HW FLEXI FUND
(270519)
29 AFFIN HWANG NOMINEES (ASING) SDN BHD 639,000 0.26%
DBS VICKERS SECS (S) PTE LTD FOR SERENDIP INVESTMENTS LIMITED
30 CITIGROUP NOMINEES (ASING) SDN BHD 639,000 0.26%
EXEMPT AN FOR NOMURA SECURITIES CO LTD (CLIENT AC)
203,181,875 81.68%

Posted by 129055444514385 > 2019-02-22 14:35 | Report Abuse

:)

(AEON)
Financial Indicators (2013 to 2017)
Earnings per share (sen)*** 7.48 6.47 9.50 15.15 65.80
Net dividend per share (sen) 4.00 3.00 4.00 5.00 22.00
Net assets per share (RM)*** 1.40 1.34 1.31 1.26 4.68
Net debt to equity (%) 43.77 46.97 30.14 3.35 –
Return on equity (%) 5.35 4.83 7.28 12.01 14.05
Price earnings ratio 23.53 39.72 28.73 20.79 21.28
Share price as at December (RM) 1.76 2.57 2.73 3.15 14.00

Posted by 129055444514385 > 2019-02-22 14:37 | Report Abuse

Mainly institutional investor for AEON. :)

ANNUAL REPORT 2017

LIST OF THIRTY (30) LARGEST SHAREHOLDERS
as at 30 March 2018
NO. OF % OF
NO. NAME OF SHAREHOLDERS SHARES HELD SHARES HELD

1. AEON CO., LTD. 716,040,000 51.00
2. CITIGROUP NOMINEES (TEMPATAN) SDN BHD 74,841,800 5.33
EMPLOYEES PROVIDENT FUND BOARD
3. HSBC NOMINEES (ASING) SDN BHD 62,873,600 4.48
BPSS LUX FOR ABERDEEN GLOBAL - ASIAN SMALLER COMPANIES FUND
4. AMANAHRAYA TRUSTEES BERHAD 60,265,500 4.29
AMANAH SAHAM BUMIPUTERA
5. CITIGROUP NOMINEES (TEMPATAN) SDN BHD 36,500,000 2.60
EMPLOYEES PROVIDENT FUND BOARD (ABERDEEN)
6. CIMB GROUP NOMINEES (ASING) SDN. BHD. 32,600,000 2.32
EXEMPT AN FOR DBS BANK LTD (SFS)
7. CITIGROUP NOMINEES (TEMPATAN) SDN BHD 31,500,000 2.24
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (ABERDEEN)
8. HSBC NOMINEES (ASING) SDN BHD 26,492,200 1.89
BPSS LUX FOR ABERDEEN GLOBAL - EMERGING MARKETS SMALLER COMPANIES FUND
9. KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 25,706,900 1.83
10. DB (MALAYSIA) NOMINEE (ASING) SDN BHD 24,003,600 1.71
SSBT FUND AM4D FOR ABERDEEN INSTITUTIONAL COMMINGLED FUNDS LLC
11. HSBC NOMINEES (ASING) SDN BHD 20,341,200 1.45
BNP PARIBAS SECS SVS PARIS FOR ABERDEEN ASIAN SMALLER COMPANIES
INVESTMENT TRUST PLC
12. AMSEC NOMINEES (TEMPATAN) SDN BHD 17,804,500 1.27
MTRUSTEE BERHAD FOR CIMB ISLAMIC DALI EQUITY GROWTH FUND (UT-CIMB-DALI)
13. SYARIKAT MALURI SDN BHD 14,920,000 1.06
14. CITIGROUP NOMINEES (TEMPATAN) SDN BHD 10,698,000 0.76
EMPLOYEES PROVIDENT FUND BOARD (ABERISLAMIC)
15. CITIGROUP NOMINEES (ASING) SDN BHD 9,600,000 0.69
EXEMPT AN FOR NOMURA SECURITIES CO LTD (CLIENT AC)
16. AMANAHRAYA TRUSTEES BERHAD 9,455,700 0.67
PUBLIC DIVIDEND SELECT FUND
17. ROSHAYATI BINTI BASIR 9,240,000 0.66
18. ROZILAWATI BINTI HAJI BASIR 9,240,000 0.66
19. AMSEC NOMINEES (TEMPATAN) SDN BHD 9,000,000 0.64
ABERDEEN ASSET MANAGEMENT SDN BHD FOR TENAGA NASIONAL BERHAD
RETIREMENT BENEFIT TRUST FUND (FM-ABERDEEN)
20. AMANAHRAYA TRUSTEES BERHAD 7,000,000 0.50
AMANAH SAHAM WAWASAN 2020
21. CITIGROUP NOMINEES (TEMPATAN) SDN BHD 6,894,200 0.49
EMPLOYEES PROVIDENT FUND BOARD (AFFIN-HWG)
22. CITIGROUP NOMINEES (TEMPATAN) SDN BHD 5,490,500 0.39
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (CIMB EQUITIES)
23. CITIGROUP NOMINEES (ASING) SDN BHD 4,824,900 0.34
CBNY FOR EMERGING MARKET CORE EQUITY PORTFOLIO DFA INVESTMENT
DIMENSIONS GROUP INC
24. HIDENORI FUTAGI 4,800,000 0.34
25. HSBC NOMINEES (ASING) SDN BHD 4,350,000 0.31
BPSS SIN FOR ABERDEEN MALAYSIAN EQUITY FUND
26. CITIGROUP NOMINEES (ASING) SDN BHD 4,025,600 0.29
CBNY FOR DFA EMERGING MARKETS SMALL CAP SERIES
27. CITIGROUP NOMINEES (TEMPATAN) SDN BHD 4,000,000 0.29
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (AFFIN AM A EQ)
28. AMANAHRAYA TRUSTEES BERHAD 3,934,800 0.28
PUBLIC ISLAMIC SELECT TREASURES FUND
29. MAYBANK NOMINEES (TEMPATAN) SDN BHD 3,535,900 0.25
ETIQA FAMILY TAKAFUL BERHAD (SHAREHOLDERS)
30. AMANAHRAYA TRUSTEES BERHAD 3,309,100 0.24
AS 1MALAYSIA
TOTAL 1,253,288,000 89.27