Posted by DreamKentut > 2020-03-20 12:03 | Report Abuse

CalvinTanEng, do not cheat investors with your lies

NETX is not investment grade.

They have erratic record in submitting QR report

Constant losses

Revenue worse than nasi lemak, char koay teow and mamak stall combined.

You will rot in hell for lying to investors

You will be born as TOILET FLY in next birth for misleading.

Posted by tradeview > 2020-03-25 10:10 | Report Abuse

https://klse.i3investor.com/blogs/tradeview/2020-03-24-story-h1485614575-_Tradeview_2020_Cash_Is_King_Time_to_Deploy.jsp

CCK is one of our choices

Posted by nav2kz > 2020-03-25 12:18 | Report Abuse

Anyone got issues with Maybank Trade app ? Maybank investment via browser also got issue.

Posted by wesley_gold > 2020-03-27 15:46 | Report Abuse

https://klse.i3investor.com/servlets/ptres/54848.jsp

TP 0.79 its time to collect...

Posted by wesley_gold > 2020-03-28 02:05 | Report Abuse

CCK Consolidated - The Golden Egg?

"In line with the rout in global equity markets, most local stocks have also seen sharp declines in share prices over the last two weeks due to the mounting concerns over the Covid-19 pandemic. CCK Consolidated, well-known for its solid business and defensive nature, was not spared from the frenzied selling either as its share price sank nearly 32% YTD. The stock is now trading at an unjustifiable forward FY20 PER of only 6.4x. We suggest investors take a look at CCK again given its i) uninterrupted business during the Movement Control Order (MCO) period, ii) recession-proof business, and iii) new earnings contribution from the two supermarkets in Kuching and Kota Kinabalu, which has not been imputed in our FY20-22 earnings forecasts. Maintain Outperform call with an unchanged TP of RM0.79 based on 14x FY20 EPS, giving a huge potential upside of 119%."

Posted by wesley_gold > 2020-03-28 02:07 | Report Abuse

"1. Expanding into bigger retail space. It currently runs 59 stores in East Malaysia. To cater for a wider range of grocery products, the Group is planning to open 2 supermarkets, one each in Kuching and Kota Kinabalu this year. The supermarket can cater for up to 8,000 SKUs, which is 8x larger than the retail store. It is expected to break even within a year. The Group also plans to open three more retail stores; two in Sabah and 1 Sarawak. The allocated capex for each store is about RM500,000. All-in, total capex for FY20 is about RM20m-RM25m.

2. Uninterrupted operation during the MCO period. We understand that the company’s operations are not affected given that its business falls under the “essential” sector. Instead, we expect to see robust sales in 1QFY20 as consumers stock up poultry products amid the movement control order period. We also expect to see a surge in egg demand ahead of the Hari Raya and Harvest Festival celebrations in May.

3. Share buybacks. The recent dip in CCK’s share price has exposed deep value in the company and has pressed management into action, with about 400,000 shares bought back thus far. Meanwhile, some of the company’s directors have also been acquiring additional shares in the open market.

4. Trading at -1 standard deviation level. YTD, the company’s share price has fallen 32% to the current level of 36sen. It is also trading at an unwarranted forward PER of only 6.4x, >50% discount to the consumer sector’s average PER of 15x. The stock is also trading at -1 standard deviation to its long-term historical average. Given recent weaknesses in soybean (YTD: -5.5%) and corn prices (YTD: 10%) as well as solid demand for poultry products, we do not expect any downside risks to earnings this year."

Posted by wesley_gold > 2020-03-28 02:11 | Report Abuse

Correct edison lim, CCK is not affected by the MCO and cont operation, hence no worry...

Posted by tradeview > 2020-03-28 17:42 | Report Abuse

https://klse.i3investor.com/blogs/tradeview/2020-03-28-story-h1485697934-_Tradeview_2020_My_Principles_of_Investing_Rule_1_Buy_Good_Quality_Comp.jsp

New write up where CCK is among my key highlights. Coincidentally, Public Bank report with TP of 79 sens which is even more bullish than us.

Posted by James Ng > 2020-03-29 10:00 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-03-29-story-h1485699139.jsp
[转贴] [CCK CONSOLIDATED HOLDINGS BHD：目标是分别在古晋和Kota Kinabalu开设2家新超市；新的超市将被标记为“ CCK Local”，标语是“您的家庭杂货商”] - James的股票投资James Share Investing

Posted by Erudite > 2020-03-29 22:17 | Report Abuse

Nice thanks Tradeview bro and James bro! Will buy more soon!

Posted by wesley_gold > 2020-03-30 10:27 | Report Abuse

The 3 points below trigger to buy CCK during MCO:
i) Company’s operations are not affected given that its business falls under the “essential” sector
ii) Current - Robust sales for the first quarter of FY20 (1QFY20) as consumers stock up poultry products amid the MCO period
iii) Future - A surge in egg demand ahead of the Hari Raya and Harvest Festival celebrations in May

Source: https://www.theedgemarkets.com/article/cck-consolidated-expanding-robust-sales-expected-lift-1qfy20

Posted by Twowah123 > 2020-03-30 11:48 | Report Abuse

Huat ahh huat ahhh...go go cck

Posted by zhangliang > 2020-03-30 14:15 | Report Abuse

Duduk diam diam rumah, beli CCK

Posted by mamatede > 2020-03-30 14:54 | Report Abuse

i stocked up o cck sausage, cck poulty, cck eggs, da fk why all CCK.

Posted by wesley_gold > 2020-03-31 12:18 | Report Abuse

Buy CCK at current PE only 6.4 as:
i) Uninterrupted business during the movement control order (MCO) period
ii) Recession-proof business
iii) New earnings contribution from the two supermarkets in Kuching and Kota Kinabalu, which has not been imputed in our FY20-22 earnings forecasts,

Source: https://www.thesundaily.my/business/take-a-look-at-cck-consolidated-again-publicinvest-research-tells-investors-HJ2193687

Posted by mamatede > 2020-03-31 18:13 | Report Abuse

Ko Ko Kai

Posted by Popit79 > 2020-04-01 18:12 | Report Abuse

Wow egg sold out ..panic buying huhu

Posted by moven00 > 2020-04-01 18:13 | Report Abuse

Sold out....sudah masuk jerat

Posted by zhangliang > 2020-04-07 11:46 | Report Abuse

Wow really movin now, broke 50 sens!

Posted by Popit79 > 2020-04-07 16:48 | Report Abuse

TP 0.79 huhu

Posted by zhangliang > 2020-04-12 10:49 | Report Abuse

https://www.enanyang.my/?p=1390112

Top recommendation in nanyang as well for CCK, DKSH, Pwroot

Posted by zhangliang > 2020-04-12 10:50 | Report Abuse

https://www.enanyang.my/?p=1390112

Posted by Hafid > 2020-04-12 20:35 | Report Abuse

only CCK outlet got egg.

Posted by TopEarn1 > 2020-04-13 22:34 | Report Abuse

Dividend 1.25sen

Posted by zhangliang > 2020-04-14 10:41 | Report Abuse

https://www.theedgemarkets.com/article/cck-consolidated-proposes-125-sen-dividend

Wah, 1.25 sens dividend. DY - 2.5%. Not bad man

Posted by zhangliang > 2020-04-14 10:43 | Report Abuse

https://www.theedgemarkets.com/article/cck-consolidated-proposes-125-sen-dividend

1.25 sens dividend. DY2.5% not bad man, market bad still declare div

Posted by Twowah123 > 2020-04-14 11:42 | Report Abuse

Good shoot up 0.6 no prob

Posted by vic_amat87 > 2020-04-14 17:53 | Report Abuse

Failed to breakout today

Posted by Twowah123 > 2020-04-14 19:23 | Report Abuse

Truely undervalue. MCO business no prob..tmrw rocket again. Lets huat together !


CCK (Outpeform, TP: RM0.79): Proposes 1.25sen dividend. CCK Consolidated has proposed a first and final dividend of 1.25sen a share for the financial FY19. The entitlement dates and payment dates for the dividend would be announced at a later date. The poultry firm recorded a net profit of RM33.62m for FY19, up 20.52%. EPS rose to 5.34sen from 4.23sen. Revenue rose 5.87% to RM659.74m from RM623.17m in FY18. (The Edge)

Posted by alvin5588 > 2020-04-15 17:18 | Report Abuse

https://www.enanyang.my/?p=1392095&fbclid=IwAR3js9Rv3Kgo0P3Acpe0WxzqIF0Xrgqq3gPXSZbVIq-fjZ6f-buAl0_Q34U

Posted by Twowah123 > 2020-04-15 22:43 | Report Abuse

Puasa raya sudah dkt. Jz keep. Sure shortly will be top 30 most active counter !!

Posted by Erudite > 2020-04-15 23:07 | Report Abuse

Mco can operate den declare dividend altho in middle of lockdown, show company confidence for future. Can collect CcK la

Posted by Twowah123 > 2020-04-16 14:56 | Report Abuse

Cck now explode. Told ya. Egg, meat now ppl buy .. egg most wanted. No bazar. Cck going to xplode

Posted by alvin5588 > 2020-04-16 15:47 | Report Abuse

If stand above 0.50, soon to stand above the cloud...

Posted by vic_amat87 > 2020-04-17 17:59 | Report Abuse

Consolidate before breakout

Posted by zhangliang > 2020-04-18 14:41 | Report Abuse

V simple logic ma, others consumer items r not essential. So wat is essential. So during such time, few things most important 2 public - toilet paper (buy NTPM), eggs & chicken & frozen meat (CCK), face mask & PPE (OCN Cash), face shield (SCGM), Glove (no nd 2 say la so many)

Posted by Fabien "The Efficient Capital Allocater" > 2020-04-19 18:22 | Report Abuse

CCK is a well managed company with good growth prospect.

I like this company and have built a small position.

Posted by benjajaj > 2020-04-20 12:09 | Report Abuse

I believe this year will be a good year for CCK, 2 new supermarekt & operation during MCO as a boost, declare dividend & reasonable P/E. I'll follow TP 0.8

Posted by benjajaj > 2020-04-20 12:11 | Report Abuse

Also not to mention, Ramadan coming sales sure boom for the season hahah

Posted by thousands > 2020-04-20 23:10 | Report Abuse

https://malaysiagazette.com/2020/04/19/kekurangan-beras-telur-dalam-pasaran-kerana-bantuan-pkp/

Posted by Twowah123 > 2020-04-21 00:13 | Report Abuse

Wonderfull. Soon to be goreng....

Posted by Twowah123 > 2020-04-21 00:14 | Report Abuse

Be patience

Posted by lsmpro888 > 2020-04-21 10:02 | Report Abuse

alright .. i will start to get some too.. .

Posted by vic_amat87 > 2020-04-21 11:46 | Report Abuse

Failed to breakout

Posted by benjajaj > 2020-04-21 11:58 | Report Abuse

Almost got it, but overall market drop suddenly

Posted by alvin5588 > 2020-04-21 16:24 | Report Abuse

go back to 0.45...

Posted by alvin5588 > 2020-04-22 11:13 | Report Abuse

strong support...

Posted by alvin5588 > 2020-04-22 16:51 | Report Abuse

Good closing 0.495, rebound from 0.465...

Posted by benjajaj > 2020-04-22 22:05 | Report Abuse

ya haha collected on 0.47 again

Posted by benjajaj > 2020-04-23 12:30 | Report Abuse

great, will see how, if it haven't shoot up yet, won't be surprised, as long as it's stable nobody will dispose