Posted by tstan100 > 2020-08-12 10:51 | Report Abuse

KWAP and EPF have sent someone to AEON to find out that what ve happened to AEON. If they knew about it. They will reduce at least 50 % holding

Posted by tstan100 > 2020-08-12 10:53 | Report Abuse

You may sell now and buy back around RM0.50 if you have married to this stock. but not recommended.

Posted by lambsauce > 2020-08-12 11:06 | Report Abuse

worst is company still decided to give 4sen dividend despite very poor earning, apprently aeon japan itself is having hard time now n wanted to suck as much as possible, instead of being supportive
price has been dropping like waterfall, but company still doesn’t really do any buyback
is the company fair value yet to surface? or it is yelling obviously that it has gt no cash?
judge wisely

Posted by tstan100 > 2020-08-12 12:45 | Report Abuse

many foreign investors need to follow their SOP and cut-loss after AEON dropped 40% from RM1.30.
All hard work has been in vain.

Posted by sheldon > 2020-08-12 22:40 | Report Abuse

A good move would be to fire some of the passengers sitting pretty on the board & collecting a nice package doing next to nothing

Posted by Superspike > 2020-08-12 22:58 | Report Abuse

oversold. tom rebound

Posted by AlexZai > 2020-08-13 21:07 | Report Abuse

Shut up sohai samchan.
Its up trend

Posted by BigPro > 2020-08-14 12:27 | Report Abuse

Stable at 0.80 and EPF keep accumulating...

Posted by zerocool7199 > 2020-08-14 22:08 | Report Abuse

High debt with low cash counter..should beware in current economy

Posted by Knowolf > 2020-08-18 13:27 | Report Abuse

sifu samchan is the best! Listen now or regret!

Posted by OkieDokie > 2020-08-19 13:26 | Report Abuse

ha ha ha ......

Posted by RainT > 2020-08-24 10:07 | Report Abuse

AEON can bankrupt ?

have support frm Japan

also many ppl still go there buy grocery

Posted by TA_trader > 2020-08-24 11:39 | Report Abuse

Rain. Dont talk. Just buy. Buy more. Buy if you are soooo convinced that it will not go bankrupt.

Posted by lambsauce > 2020-08-24 16:33 | Report Abuse

AEON won't go bankrupt, but will just get more and more borrowings to cover its short of cash from operating
Also, don't dream on that AEON Japan will help, it never helped (low interest debt, share buyback or any kind), but insisted to receive dividend recently amid trying time

Posted by Johnfatt > 2020-08-25 15:10 | Report Abuse

Buy buy buy

Posted by AlexZai > 2020-08-25 19:43 | Report Abuse

Good show. Reache rm 1 this friday

Posted by J.EL > 2020-08-25 21:52 | Report Abuse

remember buy mooncake from aeon too.. lol

https://www.facebook.com/33Lee/posts/10158764097208410

Posted by yangxi > 2020-08-26 10:31 | Report Abuse

why so many stupid kid here ..

Posted by Knowolf > 2020-08-26 11:21 | Report Abuse

@yangxi please listen to grandmaster samchan and sifu tstan100. They give great tips and can entertain you for many many days.

Posted by Benlee88888 > 2020-08-27 18:16 | Report Abuse

Not much retailer can profit in this MCO. within expectation.
Hope can perform better next quarter.
I still like to spend time and money in Aeon during the weekend.

Posted by lambsauce > 2020-08-27 18:29 | Report Abuse

Before MCO, most AEON tenant lots were already empty.

Now, when you go to its malls, the empty lots are like doubled than previously.

Before moratorium ends, the situation is already this bad, try to imagine the upcoming months that how many more business owners want to close down their businesses in the malls.

To lure tenants to come in, AEON has to burn more cash.

Don't even talk about the retail segment which got thin profit margins even before MCO.

The opportunity cost to invest in this company is way too high.

Posted by BigPro > 2020-08-27 18:47 | Report Abuse

Bad QR...

https://www.klsescreener.com/v2/announcements/view/3219033

Posted by alex > 2020-08-27 19:10 | Report Abuse

wow.. first time loss..

Posted by JayC88 > 2020-08-27 21:11 | Report Abuse

lambsauce, are you living in an alternate universe... because the crowd in aeon tebrau here in Johor is pretty much back to pre-covid. also i dont see empty tenants pun.

to clarify atm i dont hold aeon but am looking to enter. still so cheap you need to scare people away lagi ka? no need so greedy lah

Posted by Benlee88888 > 2020-08-28 06:12 | Report Abuse

Agree with JayC88
I really didn't notice alot of empty shop in Kepong Aeon,
Just wonder why many keep talk bad of this counter

Posted by Jeffreyteck > 2020-08-28 08:45 | Report Abuse

Still well supported.

Posted by lambsauce > 2020-08-28 08:55 | Report Abuse

Quoted from HLIB:

Outlook. In the property management segment, we understand Aeon granted rental rebates to ~70% of total tenants. While July rental collection has recovered to RM50m, we understand this is still lower than pre-Covid-19 rental income of RM58m/month. Furthermore, our channel checks indicate that many retail players have either (i) closed a number of physical retail stores and/or (ii) renewed leases from shopping mall operators in recent months at significantly cheaper rates. In conclusion, we expect the PMS division (which accounted for ~75% of EBIT in FY19) to continue to suffer as Covid-19 puts pressure on physical retailers and hence, shopping mall operators. Note that even before MCO, occupancy rate slipped to 90.7% in FY19 (from 91.4% in FY18) due to the supply glut of rentable retail space.

Forecast. We lower our FY20/21/22 forecasts by to 8.5%/24.1%/14.7% to account for weaker than expected retailing sales in 1H20, lower shopping mall occupancy rates and lower rental yield from retailers renewing leases at cheaper rates.

Maintain SELL. After our earnings adjustment, our TP falls from RM0.86 to RM0.71 pegged to an unchanged 12x PE multiple of mid-FY21 earnings. While the reopening of non-essential retail with the relaxation of MCO rules bodes well from Aeon going into 2H20, we expect the MCO to exacerbate the largest issue facing shopping mall operators, which is the supply glut of available retail space in Malaysia.

Posted by Good123 > 2020-08-28 10:21 | Report Abuse

it will rebound

Posted by Good123 > 2020-08-28 10:22 | Report Abuse

rugi Sikit je for the latest quarter

Posted by Good123 > 2020-08-28 15:03 | Report Abuse

no wonder EPF bought a lot of aeon shares. next quarter results should. be

Posted by Good123 > 2020-08-28 15:06 | Report Abuse

otw RM 1 soon hopefully

Posted by Good123 > 2020-08-28 15:06 | Report Abuse

can't go holidays overseas, flood the mall for leisure :)

Posted by Good123 > 2020-08-28 15:22 | Report Abuse

should turn green soon :)

Posted by Good123 > 2020-08-28 15:24 | Report Abuse

April to June, the worst takda lagi. lockdown is over. rebound time with a marginal loss announced. otw RM 1 I think

Posted by Good123 > 2020-08-28 15:24 | Report Abuse

Target price. We are revising our target price to RM1.07 (previously RM1.08) as we roll our base year to FY21F. Our new TP is pegged to 16.0x PER FY21F EPS of 6.7sen. Our valuation is premised on -1.5SD below its three years historical average PER. We attribute the discount to the: (i) saturated retail landscape in the country; (ii) impact of Covid-19 on the economy including shifting to shopping on digital platforms; and (iii) extended cautious consumer sentiment.

Upgrade to TRADING BUY from NEUTRAL. This is due to the sharp retracement in its share price over the past few months. We believe that most of the negatives have been priced in at this point. Looking beyond the lackluster year that 2020 has been, we expect that Aeon Co is likely able to weather through the situation due to its track record. Valuation also appears much more attractive now.

Source: MIDF Research - 28 Aug 2020

Posted by Good123 > 2020-08-28 15:26 | Report Abuse

people r flooding aeon again

Posted by Victor Yong > 2020-08-28 15:34 | Report Abuse

?
Date Close
27/08/2020 0.84
26/08/2020 0.855
25/08/2020 0.87

Posted by Good123 > 2020-08-28 15:49 | Report Abuse

uptrend surging green :)

Posted by Good123 > 2020-08-28 15:51 | Report Abuse

quick sale of aeon shares suddenly

Posted by Good123 > 2020-08-28 15:52 | Report Abuse

<%-- for fixing scrollbar--%>



 6599    AEON    AEON CO. (M) BHDChanges in Sub. S-hldr's Int (Section 138 of CA 2016)Particulars of ShareholderName:EMPLOYEES PROVIDENT FUND BOARDNRIC/Passport No./Company No.:EPF ACT 1991Nationality/Country of Incorporation:MalaysiaAddress:Tingkat 19, Bangunan KWSP, Jalan Raja Laut 50350 Kuala Lumpur Wilayah
Persekutuan Malaysia
Descriptions (Class and Nominal Value):Ordinary SharesName and Address of Registered Holder:You are advised to read the entire contents of the announcement or
attachment. To read the entire contents of the announcement or attachment,
please access the Bursa website at http://www.bursamalaysia.com
Details of ChangesDate of Notice:25/08/2020Transactions:No.DateTransaction TypeNo of SharesPrice (RM)1.24/08/2020Acquired166,700-Circumstances by reason of which change has occurred:Acquisition of SharesNature of Interest:Direct InterestConsideration:

No of Shares Held After Changes:Direct:209,382,000 shares (14.9130%)Total:209,382,000 sharesRemarks:You are advised to read the entire contents of the announcement or
attachment. To read the entire contents of the announcement or attachment,
please access the Bursa website at http://www.bursamalaysia.com
Submitted By:
27/08/2020   05:33 PM

Ref Code: 202008273600412

Posted by Good123 > 2020-08-28 15:54 | Report Abuse

84.5 cleared. tunggu 85sen to be cleared

Posted by Good123 > 2020-08-28 15:55 | Report Abuse

just follow the uptrend wave :)

Posted by Good123 > 2020-08-28 15:58 | Report Abuse

85sen juga cleared. confirmed uptrend Dah started?

Posted by Good123 > 2020-08-28 16:07 | Report Abuse

above 90sen today? follow by above rm1 next week? :)

Posted by Good123 > 2020-08-28 16:27 | Report Abuse

last minute final push ;)

Posted by Good123 > 2020-08-28 16:29 | Report Abuse

above 85 to towards 90sen?

Posted by Good123 > 2020-08-28 16:29 | Report Abuse

better late than never

Posted by lofan73 > 2020-08-28 18:27 | Report Abuse

sabar dulu ...geng aku dari gloves baru nak start beli. kalau boleh turun lagi sampai 50sen... tolong jangan naik cepat

Posted by AlexZai > 2020-08-29 18:27 | Report Abuse

Good point aeon tp 1.5

Posted by DickyMe > 2020-08-29 23:39 | Report Abuse

Jangan kelentong la