Posted by shunfeng2032 > 2017-03-20 09:16 | Report Abuse

Gdex can't compete with century. 1) century have bigger warehouse for taking up new client such as `Lazada'. 2) CJK's have good link with Lazada. 3) Alibaba own lazada 4) Mah is coming to KL tomo for announcement.

enough catalyze for rerating?

Posted by shunfeng2032 > 2017-03-20 09:23 | Report Abuse

CJ Korea Express Corp., South Korea’s largest parcel delivery service company, said Tuesday that it inked an international delivery service contract with Southeast Asian online retailer Lazada Group SA, which operates in Indonesia, Malaysia, the Philippines, Singapore, Thailand and Vietnam.

Under the deal, CJ Korea Express would be in charge of delivery of goods made in Korea that customers buy in the regional markets via Lazada’s website. Those customers are estimated to reach more than 560 million. Before the deal, the Korean courier service company delivered parcels -as many as 700,000 boxes - to Lazada’s customers in Singapore, Thailand and Indonesia from China in the first half of this year. It saw high growth potential in Southeast Asia during the business, the company said.

http://pulsenews.co.kr/view.php?sc=30800021&year=2016&no=661319

Posted by shunfeng2032 > 2017-03-20 09:24 | Report Abuse

Alibaba Group Holding Ltd. is making its largest overseas investment with a $1 billion deal for control of Lazada Group SA, taking the Chinese e-commerce giant to Southeast Asia and closer to a goal of shedding its home-market reliance.

Posted by shunfeng2032 > 2017-03-20 09:25 | Report Abuse

KUALA LUMPUR • Chinese e-commerce giant Alibaba Group Holding Limited plans to set up a regional distribution hub in Malaysia to cater to its fast-growing business in the region, two sources aware of the discussions said.
The hub would be located within KLIA Aeropolis, a 10,000ha development led by airport operator Malaysia Airports Holdings that is expected to generate more than RM7 billion (S$2.2 billion) worth of domestic and foreign investments.
Alibaba executive chairman Jack Ma and Prime Minister Najib Razak are expected to announce the plans at an event in Kuala Lumpur this week, the sources said. The hub will be set up with the help of Malaysian state-linked agencies. It was not clear whether Alibaba would invest funds in the project.

http://www.straitstimes.com/asia/se-asia/alibaba-to-set-up-regional-hub-in-malaysia-say-sources

Posted by BBYFH > 2017-03-20 09:40 | Report Abuse

TP?

Posted by stockmanmy > 2017-03-20 09:40 | Report Abuse

where got tp one.


K pop power and alibaba

Posted by GTMS > 2017-03-20 09:41 | Report Abuse

related to Jack Ma?

Posted by stockmanmy > 2017-03-20 09:52 | Report Abuse

no...Century the best logistic stock in Malaysia

Gdex are some connection with Alibaba via Sing Pos.

but this regional hub is big, real big. big deal.

Posted by GTMS > 2017-03-20 09:59 | Report Abuse

so its Alibaba vs CJ

Posted by GTMS > 2017-03-20 09:59 | Report Abuse

Alibaba vs Century ...but CJ ink with Lazada on Korean parcels in SEA

Posted by wannabeinvestor > 2017-03-20 10:09 | Report Abuse

looks like this forum has come to alive ya..good good!

Posted by shunfeng2032 > 2017-03-20 10:18 | Report Abuse

Ma is smart, he wants fast action. Century got plenty of new storage spaces, no need to wait as new warehouse start operation in May and CJK has good link with lazada, and easily ink another deal in Malaysia with lazada.

Posted by Toms KL > 2017-03-20 10:50 | Report Abuse

https://klse.i3investor.com/blogs/kianweiaritcles/107386.jsp

Posted by lenny > 2017-03-20 11:09 | Report Abuse

Stop at 1.04

Posted by shunfeng2032 > 2017-03-20 16:03 | Report Abuse

update accumulate more at 1.03.

Posted by paperplane2016 > 2017-03-21 00:44 | Report Abuse

Now China ban Korea. Alibaba will ban Korea also. But he bought lazada. Will that be danger?

Posted by stockmanmy > 2017-03-21 00:55 | Report Abuse

no, business is business.
Century is the best logistic company in Malaysia and will benefit big time. China and South Korea is not at war...in fact, their trade is increasing year by year.




y paperplane2016 > Mar 21, 2017 12:44 AM | Report Abuse

Now China ban Korea. Alibaba will ban Korea also. But he bought lazada. Will that be danger?

Posted by paperplane2016 > 2017-03-21 02:31 | Report Abuse

Don't underestimate,the pressure from China its eld

Posted by paperplane2016 > 2017-03-21 02:32 | Report Abuse

I hope I am wrong as I am looking what logistics company he will be buying

Posted by apprentice > 2017-03-21 06:04 | Report Abuse

China ban Korea?

Posted by paperplane2016 > 2017-03-21 09:24 | Report Abuse

Yes! temporary ban ppl going Korea

Posted by Richshare > 2017-03-21 09:55 | Report Abuse

strong support at 1.04

Posted by tan lucy > 2017-03-21 10:45 | Report Abuse

how lazada related to korea??

Posted by tan lucy > 2017-03-21 20:44 | Report Abuse

i understood that. lazada has nothing do with korea other than one of the shareholder is korean company. how people relate that to china ban korea?

Posted by R40s > 2017-03-21 22:45 | Report Abuse

Actually it is not an official ban of Korean goods by China, just boycott by Chinese public to protest about Korea's installation of THAAD missiles supplied by US. This would only ttemporarily affect Korean goods in China market, but not outside China. See this news:

http://www.reuters.com/article/us-southkorea-china-dispute-idUSKBN16A0T1

Whereas in September-2016, barely a week after CJKE acquired Century Logistics, they signed a deal with Lazada, the coincidence of timing of both events clearly shows CJKE's great plan to use Century Logistics as their ASEAN's regional hub for e-Commerce parcel delivery:

http://www.businesskorea.co.kr/english/news/industry/15815-strong-presence-malaysia-cj-korea-express-acquires-malaysia%E2%80%99s-2nd-largest

http://postandparcel.info/75552/news/lazada-using-cj-korea-express-as-delivery-partner/

According to their agreement, CJ Korea Express will handle the delivery of goods from South Korea to Indonesia, Malaysia, the Philippines, Singapore, Thailand and Vietnam (collectively known as ASEAN region).

Posted by apprentice > 2017-03-22 00:06 | Report Abuse

So the boycott will affect CJKE but not Century Log as CL has no interest in Korea.

Posted by sosfinance > 2017-03-23 18:34 | Report Abuse

CJKE's expansion plan into south east asia + CL's new multi-level warehouse (completing in May 2017), will likely bring the Company to a higher level.

Posted by geraldng01 > 2017-03-23 23:22 | Report Abuse

God damn those liars who keep promoting century and linked to Alibaba...

Posted by stockmanmy > 2017-03-23 23:32 | Report Abuse

I think r40 will make a lot of money from this counter.

keep faith.

Posted by R40s > 2017-03-24 01:05 | Report Abuse

Haha.... thanks, Stock man my, I think u too...

Posted by stockmanmy > 2017-03-24 01:18 | Report Abuse

From Lazada, I have parcels from Gdex, Pos and even small non listed players

Posted by Gwee Jwen > 2017-03-24 12:06 | Report Abuse

Hi any advise target price for this counter??

Posted by 吹又起 > 2017-03-25 21:34 | Report Abuse

E-commerce ?
还需要－段路，慢慢耒。

Posted by smalltimer > 2017-03-26 20:24 | Report Abuse

1. https://www.techinasia.com/reasons-alibaba-took-big-stake-in-lazada

2. https://www.digitalnewsasia.com/startups/alibaba-invests-us500mil-lazada-buys-91-stake-us137mil

Posted by smalltimer > 2017-03-26 20:27 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/03/25/logistics-firms-running-ahead-of-fundamentals/

"For us at Century Logistics, we are rolling our our courier business over the next couple of months"

Posted by R40s > 2017-03-28 23:48 | Report Abuse

Century's multilevel warehouse will be ready in May, just 2 months from now, and their Exec Director said they are going to launch their new Courier Division in the next couple (2?) of months, about the same timing...

That means the two new Catalysts are soon going to spur CL's growth going forward... Good for mid to longterm investment. I'm still holding my CL position, waiting to ride the growth of CL...

Posted by sosfinance > 2017-04-01 16:52 | Report Abuse

pay for CJKE's expertise.

Posted by wannabeinvestor > 2017-04-04 16:14 | Report Abuse

hohoho..engine running again!

Posted by T1T4N > 2017-04-04 16:20 | Report Abuse

Get ready to overshoot through Korean's buy price of RM1.50

Posted by wannabeinvestor > 2017-04-04 17:03 | Report Abuse

good run good run..

Posted by T1T4N > 2017-04-05 17:17 | Report Abuse

Quietly but Surely.

Posted by redredbear > 2017-04-05 20:55 | Report Abuse

Yes.... will climb and climb higher.... Be patient

Posted by stockmanmy > 2017-04-06 10:28 | Report Abuse

paper...

This Century can be 2017/18 miracle stock........I project focus this stock.

Posted by Gwee Jwen > 2017-04-06 11:40 | Report Abuse

dont have any target price~

Posted by kakashit > 2017-04-06 11:42 | Report Abuse

嗯，是时候套利了，agm也太远了，不去了

Posted by R40s > 2017-04-06 13:11 | Report Abuse

Gwee Jwen,

We may consider the CJKE's purchase price at Rm1.45 as reference TP... because the Koreans need to justify to their shareholders this is the fair value they have paid for, sooner or later this should be reflected in the stock price... Let's see how soon Mr. Market will agree with this...

Posted by wannabeinvestor > 2017-04-06 13:56 | Report Abuse

impressive!

Posted by kenari82 > 2017-04-07 09:17 | Report Abuse

wow..riding e commence Jack Ma....TP 1.43 fr Public invest

Posted by sosfinance > 2017-04-07 12:24 | Report Abuse

GDex PE 83x. Century PE23x. POS 44x. Gadang 8x (all have double digits growth, the funny part is Gadang last FY profit is almost equal to GDex last 5 years total cumulated profits). Maybe, Gadang should be called Gadex? And invest into e-commerce? Or tie up with Alipay?

Posted by ilike > 2017-04-07 22:08 | Report Abuse

http://www.sinchew.com.my/node/1631524/%E6%96%B0%E8%82%A1%E4%B8%9C%E5%8D%8F%E5%90%8C%E6%95%88%E5%BA%94%EF%BC%8E%E4%B8%96%E7%BA%AA%E9%80%9A%E8%BF%90%E6%96%99%E5%A4%9A%E8%B5%9A25