Posted by Sebastian Sted Power > 2018-03-09 22:08 | Report Abuse

dont hope that Tycoon will give you a good price if privatised. He wil offer RM1.40

2sen higher than IPO price at RM1.38

hahahahaha

Posted by YgAriff > 2018-03-20 17:41 | Report Abuse

Looking at the chart seems there is a yoyo trend.

Posted by monkeyinvestor > 2018-05-14 12:18 | Report Abuse

ok fly time!

Posted by calvintaneng > 2018-05-15 08:30 | Report Abuse

calvintaneng 6) CANCELLATION OF GST (This done BN in), Reinstallation of Fuel Subsidies, Continuation of BriM, Giving Free Water will put back Purchasing Power into the Pockets of the Rakyat.

This is extremely good news for all Consumer Stocks.


Additional comments:

As more Cash goes into the pockets of consumers Calvin has picked 2 stocks

1) Bj Corp due to its Star Buck Coffee, Donkin Donut, Pizza, Wendy Burger, 7 Eleven, B Auto, Hotels & Resorts which are all consumer based.

2) TA Enterprize
As more people have extra cash some might be channeled into the Retail Stock Markets. And if Businesses have made monies when consumers open their pocket books and spend the extra profits might also be invested in the Stock Market.

So the collective positive contribution from CASH flowing into the real economy might propel consumer centric stock like TA Enterprize
15/05/2018 08:22

Yes! When times are good more people will visit 7 Eleven for convenience

Posted by monkeyinvestor > 2018-05-17 17:18 | Report Abuse

fly time!

Posted by Lee Yih Yeong > 2018-05-25 08:46 | Report Abuse

rosmah counter...soon will drop 20-30%

Posted by monkeyinvestor > 2018-05-25 22:19 | Report Abuse

rosmah counter ? u r the real joker ever, let's see afterward !

Posted by monkeyinvestor > 2018-05-31 22:40 | Report Abuse

buy now before going to north!

Posted by smalltimer > 2018-10-06 22:22 | Report Abuse

Lol..going north sink?

Posted by James Ng > 2018-11-06 11:27 | Report Abuse

https://klse.i3investor.com/blogs/general/181174.jsp
[转贴] [7-ELEVEN MALAYSIA HOLDINGS BHD：营运条件会随着预期的消费者信心升高而改善] - James的股票投资James Share Investing

Posted by monkeyinvestor > 2018-12-02 01:01 | Report Abuse

time has came! fly !

Posted by commonsense > 2018-12-07 12:02 | Report Abuse

I think 7 Eleven will always be able to deliver the profit of RM50mil to RM60mil to its shareholder every year.

Even though share price has fallen to below RM1.30 per share, it is still consider too expensive for me. Even if FY18 profit can reach RM60 mil (4Q18 need to be around RM21.2mil. Highest ever quarter since listing was RM17,9mil in 4Q14), that would mean the company is currently valued at 24.2x PE.

At this valuation i think investors are expecting a continuous profit growth of at least 15% (so after 5 years profit will double and valuation will fall to 12.1x PE). I have my doubts that they can achieve this given the stiff competition in the convenience store space at the moment ( my biggest worry is the growth of Family Mart store numbers which normally locate just near to 7 Eleven stores.). Management growth will mainly be driven by selling more fresh food products and opening new outlets (100 outlets expected in FY19 but will only represent 4.5% outlet growth as there are already 2,259 7 eleven stores at the moment).

For those interested in investing in the company, i would suggest you wait an see if the profit growth can be deliver in FY19.

For those already invested, it would be wise to diversify some of your position in companies that are undervalue but still be able to provide profit growth.

For those looking to diversify their portfolio outside of the retail industry, i would recommend them to look at MBMR.

The company is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 5.8x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.6x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 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 7 Eleven can proof me wrong and deliver the profit growth that is expected of them from their existing shareholders.

Good luck

Posted by signalmw > 2018-12-19 19:45 | Report Abuse

no dividend who want

Posted by starfish88 > 2018-12-19 20:59 | Report Abuse

Delist SEM... http://www.chinapress.com.my/?p=1455688&fbclid=IwAR1FDpah5XQbOx3nqcvWnJ1GKCsaSeKBSmSQ_3E5FFgY99ZN4TyZjCA52yY

Posted by Hot_Tuna > 2018-12-20 13:01 | Report Abuse

If SEM is worth USD1 billion, then Vincent Tan is implying SEM is worth 2.65x of current price is it???

Posted by vivoviva > 2018-12-20 14:34 | Report Abuse

why price up so little? hahaha. if worth so much also the price up by 0.50 dy lor at least.

Posted by huat888 > 2018-12-20 20:44 | Report Abuse

VT is comparing 7-Elevan Thailand against 7-Eleven here. Just have a look at 7-Eleven Thailand in Youtube, you would know why??

Posted by signalmw > 2018-12-20 20:48 | Report Abuse

rubbish

Posted by huat888 > 2018-12-20 20:53 | Report Abuse

In VT's opinion, SEM market cap should worth USD 1 bil or Rm 4.177 bil. Share issued = 1.233 bil. Hence share price = rm 3.39 !!!

Posted by Hot_Tuna > 2018-12-20 21:28 | Report Abuse

Let’s see Vincent Tan dare to MGO at RM3.39 per share or not. Either he put money into investor pocket or he take money from investor pocket. Hehehe such a pocker face

Posted by monkeyinvestor > 2018-12-21 00:36 | Report Abuse

u guys so stupid , VT said undervalued ard he gonna pull the price soon will rocket that's why i say buy buy buy now！

Posted by Victor Yong > 2018-12-22 13:32 | Report Abuse

still below ipo price after so many years :)

AT THE RETAIL PRICE OF RM1.38 PER SHARE

Posted by feimah > 2018-12-22 13:44 | Report Abuse

Silver crocodile open mouth. Everyone need to be careful lor

Posted by MEMEE > 2018-12-22 13:44 |

Post removed.Why?

Posted by monkeyinvestor > 2018-12-26 12:57 | Report Abuse

hahah told u guys ealeir ! see today rocket time has came!

Posted by Hot_Tuna > 2018-12-26 14:47 | Report Abuse

As at 2:45pm only RM200k worth of value. Not sure this is a rocket or a paper plane.

Posted by monkeyinvestor > 2018-12-26 20:45 | Report Abuse

aiyo u just wait n see time will tell is rockeet or paper plane. we cant do shit!

Posted by monkeyinvestor > 2018-12-26 21:07 | Report Abuse

高手only need sikit money to make super profit !

Posted by monkeyinvestor > 2019-01-01 21:29 | Report Abuse

sem 2018 cow stock! wahahaha

Posted by signalmw > 2019-01-01 21:49 | Report Abuse

too expensive

Posted by monkeyinvestor > 2019-01-01 22:23 | Report Abuse

2019*

Posted by ShortSell007 > 2019-01-01 22:23 | Report Abuse

vincent tan one ah...dont dare to take....too risking...but can in while a lot of discount offer later...wakakakkaa
http://youtu.be/VBZloK52RVU

Posted by monkeyinvestor > 2019-01-11 21:14 | Report Abuse

tp 1.66 1st wave

Posted by ckkmy > 2019-01-18 12:22 | Report Abuse

7-Eleven appoints Tsai Tzung-Han as non-executive director

17/01/2019

The Sun Daily

7-Eleven appoints Tsai Tzung-Han as director

7-Eleven appoints Tsai Tzung-Han as director
PETALING JAYA: Convenience store chain operator 7-Eleven Malaysia Holdings Bhd has appointed Tsai Tzung-Han as a non-independent and non-executive director, effective Jan 16, 2019.

Tsai, 42, is currently the vice chairman of Cathay United Bank, a subsidiary of Cathay Financial Holdings which is listed in Taiwan.

He also serves as a director on the board of Cathay Life Insurance, the largest life insurer in Taiwan and also a subsidiary of Cathay Financial Holdings.

Tsai had previously served in various capacities at Cathay Life Insurance, including senior vice president in charge of alternative investments and executive vice president in charge of real estate acquisitions and development, human resources and strategic planning.

He also ran the strategic planning department for Cathay Financial Holdings from 2010 until 2016 and oversaw the strategic investments into Bank Mayapada in Indonesia, Rizal Commercial Banking Corporation in Philippines and Conning Asset Management in the US.

He joined Cathay United Bank in 2015 and served as the head of strategic planning until he became the vice chairman in 2016, where he continues to oversee the strategic planning, wealth management, digital banking, data analytics and overseas banking departments.

Prior to returning to Taiwan, Tsai worked briefly in private equity at Goldman Sachs in New York and in venture capital at Pacific Venture Partners in San Francisco.

From 2001 until 2003, he was a practicing attorney in the real estate department at Hale and Dorr LLP, currently known as Wilmer Hale, in Boston. Tsai has over 10 years’ experience in investment and business development in finance industry.

Posted by ckkmy > 2019-01-18 22:48 | Report Abuse

國泰少東蔡宗翰傳任大馬7-11獨董 與成功集團發展引揣測

2019-01-18 20:08經濟日報
記者葉憶如╱即時報導

據外電報導，國泰集團少東蔡宗翰元月16日起將擔任7-ELEVEn馬來西亞控股公司的獨立及非執行董事。由於大馬7-ELEVEn背後控股是馬來西亞前五大集團、亞洲富豪陳志遠擁有的「成功集團」，蔡宗翰將任新職務，是否國泰與成功二大集團未來有多種發展可能？引發市場揣測。公司發言人鄧崇儀指出，國泰金控本身無涉及此投資，目前尚無任何資訊。

據馬來西亞《每日太陽報》報導，42歲的蔡宗翰是國泰金旗下國泰世華銀行副董事長。他同時也是國泰人壽董事。7-ELEVEn馬來西亞控股公司已任命蔡宗翰擔任非獨立及非執行董事，2019年1月16日生效。

這次傳出蔡宗翰將任7-ELEVEn馬來西亞控股公司擔任獨董，最受關注的是其背後控股是馬來西亞前五大集團的「成功集團」，集團總裁陳志遠是馬來西亞拿督與亞洲重量級華裔企業家。

成功集團旗下包括7-11、麥當勞、星巴克、多家大型購物中心、吉隆坡成功集團時代廣場，40多個渡假村、建設公司、保險公司、物流等150餘家企業與十餘家上市公司。國泰集團與成功集團，未來是否攜手在馬來西亞或其他東南亞國家有進一步的合作，尤其國泰世華在新南向、東協布局已是國內民營銀行之首，未來動向備受矚目的焦點。

目前擔任國泰世華銀行副董的蔡宗翰，本人非常低調，在媒體面前絕不發言，一律以「謝謝」兩字回應，但近年來逐步協助集團年輕化，決策也講求效率與活潑，近來集團繳出不少亮眼成績，外界也大都習慣歸功於他，也一度傳出讓老父蔡宏圖有點意見。不過因為蔡宏圖多次表達希望讓公司「所有權跟經營權分開」，讓國泰金這個台灣首富集團的接班問題，屢屢成為市場熱議的話題，而對少主蔡宗翰未來的安排更是揣測紛紛。

蔡宗翰2015年加入國泰世華銀行擔任策略長，2016年成為副董事長，持續監督策略規劃、財富管理、數位銀行，數據分析，近來被冠以的亮眼成績單，最為人津津樂道的Cotsco聯名卡一戰，以租約換發卡權方式，從強勁對手中國信託銀行手中搶下發行權，也讓國泰世華與中國信託去年數度爭霸國內信用卡霸主寶座，同時2017年國泰世華銀拿下國內7-ELEVEN單行後，也鎖定全家便利商店及全聯超市進擊，除此之外，以國泰人壽資源投入高鐵桃園站產業專區開發、收購丹麥的資產管理公司股權等，也都讓市場留下深刻的印象。

Posted by monkeyinvestor > 2019-02-14 21:08 | Report Abuse

hehehehe

Posted by smartpig > 2019-02-27 12:56 | Report Abuse

Good brand but poor management team.

Posted by Crash123456buil > 2019-04-16 07:52 | Report Abuse

Fck Winson Tan, anak haram, always cheat

Posted by wj99 > 2019-06-14 17:16 | Report Abuse

What happen suddenly drop so much and recover

Posted by Jeffreyteck > 2019-06-16 16:05 | Report Abuse

If can fly high, it will be a real surprise. 99 and KK have more customers. May be 7 got better business after other shops closed.

Posted by James Ng > 2019-07-25 09:52 | Report Abuse

https://klse.i3investor.com/blogs/general/216714.jsp
[转贴] [7-ELEVEN MALAYSIA HOLDINGS BHD：专注于客户的需求，追求卓越运营，成本管理和商业创新的核心战略支柱，同时通过更新商店，定价创新，促销活动，在客户心中刷新7-Eleven品牌] - James的股票投资James Share Investing

Posted by yflawrence > 2019-12-08 16:58 | Report Abuse

NAPS less than 10 sen! Vincent Tan's company if making money must be over priced!

Posted by Jeffreyteck > 2020-02-09 15:11 | Report Abuse

SE Msia vs SE Thai, who provides the best service? Here goreng news may be best.

Posted by RainT > 2020-04-11 14:16 | Report Abuse

how about MYNEWS compare with 7 ELEVEN??

Posted by Live4Tea > 2020-05-13 14:55 | Report Abuse

Queing to sell. Cashing out. Wait at 1.20 before I come back.

Posted by Live4Tea > 2020-05-13 14:58 | Report Abuse

After taking out the increased debt and worsening cash flow, the nett net profit margin is less than even the declared 1%. Little upside. Downhill.

Posted by drpumpkin > 2020-07-14 14:13 | Report Abuse

Caring + 7eleven's revenue and profits in 2nd Quarter 2020. How bad can it be? Both allowed to operate during MCO. Caring is doing good business during MCO while 7eleven is bread, snack, top-up cards for mobile and games, cigarettes and ready drinks. Both combined. Better value now? so share price should appreciate ? We should ask ourself now.

Posted by drpumpkin > 2020-07-23 11:13 | Report Abuse

Looks like pharmacy theme play. Just in case people dont know where is Caring Pharmacy counter now. Is actually under 7-Eleven.

Posted by drpumpkin > 2020-07-25 23:37 | Report Abuse

miniminer. Are u saying for real or just trying to be sacarstic? Hehehe. Anyway I believe the value is there with the consolidation of Caring pharmacy and 7-eleven.

Posted by Bullbursa > 2020-08-04 20:39 | Report Abuse

711 owns more than 100 pharmacy stores now. Caring has been doing very good during the pandemic time.