Posted by SmallSexyPig > 2021-04-14 09:08 | Report Abuse

Innature post best every profits during MCO. Not worried.

Posted by SmallSexyPig > 2021-04-19 09:57 | Report Abuse

i will cover myself in all of TBS and Natura's beauty creams after today. this stock makes me feel so pretty.

Posted by Abdulazizba > 2021-04-19 11:17 | Report Abuse

PE masih murah baru 26...jauh lagi boleh naik...RM 1.20 pun baru PE 40+ very very far this TBS can go..masuk sementara masih murah..

Posted by Analyser > 2021-04-19 16:01 | Report Abuse

this stock is not a one-night show kinda counter which went up eventhough loss making like Airasia, AAX, Mynews, GENM.

this is a profitable company even in times of most severe Covid lockdown and strong management, with healthy cashflows. there are so much more room to climb looking at the attractive valuations.

Posted by SmallSexyPig > 2021-04-20 08:18 | Report Abuse

Sitting pretty at all-time high. But for how long?

Posted by Bgt 9963 > 2021-04-20 08:38 |

Post removed.Why?

Posted by Catlim69 > 2021-04-20 11:07 | Report Abuse

take profit lor ... simple

Posted by Insider Forecast > 2021-04-20 16:17 | Report Abuse

Potential company with profit. Undervalued...should go RM1.20

Posted by Bgt 9963 > 2021-04-20 16:27 |

Post removed.Why?

Posted by Aaron_tan > 2021-04-20 16:46 | Report Abuse

gg already ... drop so much ... 2 days gains all wipe off ... this is indicator of gg

Posted by SmallSexyPig > 2021-04-20 21:57 | Report Abuse

but what if you already hold for 4 months?

Posted by Insider Forecast > 2021-04-21 12:03 | Report Abuse

This company perform very good...having bright future. Can go for RM1.2

Posted by Aaron_tan > 2021-04-21 19:19 | Report Abuse

Rising covid bad for consumers sector

Posted by SmallSexyPig > 2021-04-21 22:38 | Report Abuse

> Rising covid bad for consumers sector

last time InNature not heavily affected. Still making profits.

Posted by Insider Forecast > 2021-04-22 11:01 | Report Abuse

going to 1.2

Posted by Aaron_tan > 2021-04-22 19:50 | Report Abuse

Directors dispose ... yahuu what oh

Posted by SmallSexyPig > 2021-04-23 08:28 | Report Abuse

Directors disposed near to all time high. Are they not allow to cash in for some profits for themselves?

Posted by Peace99 > 2021-04-23 10:24 | Report Abuse

Actually, Dato &Datin sell, . Ms Fong buy, same number of shares at same price: 0.745, so no gain no loss!!

Posted by Peace99 > 2021-04-23 10:30 | Report Abuse

Vietnam and Laos covid situation under control, little cases

Posted by Aaron_tan > 2021-04-26 10:33 | Report Abuse

wont up till covid is gone

Posted by Bcyh99 > 2021-04-27 10:47 | Report Abuse

this company will pay more dividend becof boss want run a 28%tax

Posted by Aaron_tan > 2021-05-03 11:18 | Report Abuse

already said mco will kill all retails store

Posted by Tan456 > 2021-05-03 11:32 | Report Abuse

Innature is a longterm stock just like Mynews dont give up/panic sell

Posted by Mabel > 2021-05-04 23:51 | Report Abuse

It's looking good...

Good to keep..

Innature soap is good for my Skin

Meow

Posted by Abdulazizba > 2021-05-06 21:23 | Report Abuse

Very cheap now...better to come in before too late..

Posted by Aaron_tan > 2021-05-08 12:56 | Report Abuse

Ya mabel buy the body shampoo snd shower with your love one

Posted by Tan456 > 2021-05-10 15:41 | Report Abuse

Time to sapu with the current cheap price and keep for future <3

Posted by capital dragon > 2021-05-21 01:26 | Report Abuse

2nd Quarter result. Profit up. Dividend 1.5 sen. Even with Covid can maintain profit. Syabas, Congrats.

Posted by WiseEye > 2021-05-21 18:17 | Report Abuse

where to find a company which can make good profit plus distribute dividends during height of Covd? amazing company. keep up the good work! team

Posted by Mabel > 2021-05-22 00:36 | Report Abuse

Brilliant..

Covid-19 time people use more perfume and need to wash hands...

Of course profits is up..

Well done Body Shops..

Meow Meow Meow

Posted by bojed > 2021-05-26 15:18 | Report Abuse

This type of counter relies more on its FA rather than TA.

I'm thinking of holding for at least 6 months or until my TP comes, whichever comes first.

Posted by Abdulazizba > 2021-05-26 21:05 | Report Abuse

yes welcome..PE still very cheap come in now.. before too late..

Posted by Abdulazizba > 2021-06-03 16:54 | Report Abuse

PE still cheap..boleh masuk ramai ramai...RM 1.30 the fair price for this counter..

Posted by SmallSexyPig > 2021-06-03 17:01 | Report Abuse

Think RM1.30 is too high given their current performance. Around RM0.85 is more realistic.

Posted by Bgt 9963 > 2021-06-03 17:06 |

Post removed.Why?

Posted by SmallSexyPig > 2021-06-04 15:25 | Report Abuse

touched 0.7 today :-D

Posted by Aaron_tan > 2021-06-04 17:21 | Report Abuse

time to take profit. 0.58 to 0.7 ... good job

Posted by wallstreetrookie > 2021-06-04 17:41 | Report Abuse

I hope you're not taking profit too early. Amazing results in the future once mass vaccination has been completed

Posted by Aaron_tan > 2021-06-04 19:40 | Report Abuse

Hi can always rebuy 0.6 next week. Stock does not up 1 straight line

Posted by wallstreetrookie > 2021-06-04 20:34 | Report Abuse

I never take profit because all stocks that I own are subject to extensive research and thus, I don't want the hassle of re-entering a position. Innature is one of my high conviction buys

Posted by Aaron_tan > 2021-06-04 20:54 |

Post removed.Why?

Posted by Karlos > 2021-06-05 13:16 | Report Abuse

Just wondering why the insiders were selling?

Posted by Aaron_tan > 2021-06-05 17:02 | Report Abuse

0.58 go to 0.7 .... everyone sell ...

Posted by SmallSexyPig > 2021-06-07 09:26 | Report Abuse

@wallstreetrookie "Innature is one of my high conviction buys"

Same as me. I have slowly been buying more when I have the chance :-)

Posted by Hafid > 2021-06-07 09:59 | Report Abuse

I think will drop back to 0.38.

Posted by Aaron_tan > 2021-06-07 12:12 | Report Abuse

Yes now full mco innature zero income so 0.7 already exceed expectations

Posted by SmallSexyPig > 2021-06-08 16:52 | Report Abuse

> now full mco innature zero income

LOL

Posted by Abdulazizba > 2021-06-08 18:05 | Report Abuse

PE still very low for regional-scale retailer ...PE baru 21..still a lot of room to growth.. Better come before too late.

Innature among the very least retailer who ready with omni channel marketing system.. MCO or no MCO business tetap jalan...

Posted by Abdulazizba > 2021-06-08 18:06 | Report Abuse

ROE very high too..jarang dapat company with good PE and high ROE...better come in now..

Posted by wallstreetrookie > 2021-06-08 19:51 | Report Abuse

Ok I have an explanation why Innature Berhad still has yet to experience rapid growth. I just collected enough shares for my fund so now I can comment without stress.

The skincare beauty business can be high risk low margin business. Similar to healthcare/pharmaceutical/supplement business.
One is competition. Skincare products are extremely easy to replicate chemically and thus the company may face the potential issue of competition from cheap knockoff brands available on e-commerce platforms. Take one product for example. Type Facial cleanser in Google search and see how many results you got. It is not complicated to make skincare products. All you need is retinol, salicylic acid, ceramides, vitamin C, glycerin and voila, you have your own brand.

However, the same logic might not apply to Innature Berhad provided that they own The Body Shop which is a retail favourite among locals due to its fairly low cost and decent quality.

In terms of financials, this company is very solid and fulfils all conventional metrics. Low PER and pretty decent margins. However, revenue growth YoY is on the decline (-14%) and decrease in EPS (basic and diluted - 0.03) and P/B 3.4x meaning this company is not exactly undervalued. Despite that, the strong P/FCF ratio (12.9x) and return on equity solid div % indicates that the company is in a healthy financial state.

Coupled this with strong prospects of beauty/self-care industry in the local market, Innature is going places. Now it is time to wait. There are risks to watch out for still. Which are not confined to potential drop in profit margins and future competitions from knockoff brands especially manufactured in Mainland China and beauty products from Korea/Japan. This should not constitute as an impediment to the business as The Body Shop and Natura is still highly diversified and provide solutions for "comfortable and healthy lifestyle" with their fragrance products (Eau De Perfume, Body Mist)

Target price: RM2.0