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

Posted by Aaron_tan > 2021-06-09 06:51 | Report Abuse

Lol …. Tp 2. Then you better all in now … lol

Posted by wallstreetrookie > 2021-06-09 09:14 | Report Abuse

Nah waiting for you to sell. Don't push it up too quick

Posted by Aaron_tan > 2021-06-09 16:53 | Report Abuse

i already sell 0.7 last week. you no collect from me ?

opps close 0.67 ...

Posted by Hafid > 2021-06-09 20:39 | Report Abuse

total lock down than the consu mershare will go down

Posted by Bgt 9963 > 2021-06-09 20:49 |

Post removed.Why?

Posted by Aaron_tan > 2021-06-10 17:00 | Report Abuse

0.66 !!!! going to 0.36 !

Posted by SmallSexyPig > 2021-06-10 17:17 | Report Abuse

i love how because arron sold he now wishes bad on a company he invested in. what a weird human being

Posted by Aaron_tan > 2021-06-10 19:49 | Report Abuse

Hi i trade it not invest

Posted by SmallSexyPig > 2021-06-12 00:08 | Report Abuse

Then can you please trade yourself out of here too :-)

Posted by Aaron_tan > 2021-06-12 05:28 | Report Abuse

Fmco extend… whole month zero business… monday 0.6?

Posted by sharon1519 > 2021-06-13 23:59 | Report Abuse

https://www.youtube.com/watch?v=AwWRrnQP3mk

Posted by Kanenites > 2021-06-14 16:43 | Report Abuse

yahuu

Posted by SmallSexyPig > 2021-06-14 17:03 | Report Abuse

Hi aaron :-)

Posted by Abdulazizba > 2021-06-14 18:13 | Report Abuse

more economy open up..europe accept tourism back..things slowly get back to normal..

Posted by KooSan > 2021-06-14 21:37 | Report Abuse

All these SH really kampung mentality. The mind is only focus on this useless bolehland. MCO la, FMCO la, CMCO la, FFO la. I ask you a simple question, how big is this Bolehland population?

Posted by Aaron_tan > 2021-06-16 07:39 | Report Abuse

Today see 0.66 again ?

Posted by Abdulazizba > 2021-06-18 15:35 | Report Abuse

Innature business span to Vietnam, Cambodia and not only Malaysia. Malaysia around 100 plus shop..the same target on Vietnam...so revenue profit will be double..

PE still low and cheap..better come in before too late..

Posted by Abdulazizba > 2021-06-18 15:42 | Report Abuse

if u miss a good retailer like Mr.DIY ..another option is INNATURE BERHAD (THE BODY SHOP) or KIM HIN JOON (MOTHER CARE BRAND)...

Both in expansion mode...

Posted by Abdulazizba > 2021-06-18 15:44 | Report Abuse

all retailers now have OMNICHANNEL marketing...including MR.DIY, INNATURE BERHAD, KIM HIN JOON..so covid will not give big impact to them..as their product is a necessity and can order from anywhere u want, any channel u want..business as usual and growing..

Posted by Abdulazizba > 2021-06-20 15:35 | Report Abuse

https://multichannelmerchant.com/blog/omnichannel-vs-multichannel-different/

Posted by wallstreetrookie > 2021-06-21 11:32 | Report Abuse

Time to shake shake shake off some handy hands

Posted by wallstreetrookie > 2021-06-21 11:33 | Report Abuse

hehehe turning on the washing machine soon

Posted by wallstreetrookie > 2021-06-21 11:35 | Report Abuse

This stock has become crowded all of a sudden. Guess why?

Posted by KooSan > 2021-06-21 13:36 | Report Abuse

Target price RM 0.80

Posted by Aaron_tan > 2021-06-22 07:27 | Report Abuse

Tp 0.6

Posted by yoyo > 2021-06-22 10:37 | Report Abuse

Pandai Koosan pandai Aaron

Posted by Aaron_tan > 2021-06-22 16:15 | Report Abuse

gg already lar guys ... another politic bad news(imminent) will plunge to 0.6

Posted by Aaron_tan > 2021-06-22 19:39 | Report Abuse

Close 0.68 as per my excellent prediction. Tomorrow will close 0.66

Posted by gunter > 2021-06-23 15:07 | Report Abuse

The Corpse Shop

Posted by Aaron_tan > 2021-06-23 16:59 | Report Abuse

Lol good one gunter

Posted by Aaron_tan > 2021-06-23 17:00 | Report Abuse

Fmco kill all retail business

Posted by wallstreetrookie > 2021-06-23 22:10 | Report Abuse

@Aaron_tan to be honest, there is no rocket science so don't assume yourself as a genius. The stock is experiencing correction after The Edge posted a 'bullish' stance on Innature with their untimely article singing praises for the company out of nowhere. Naturally veteran traders and medium term investors will take this opportunity to exit their position which is unfortunate honestly. Your predictions carry no substance.
Buy the dip

Posted by Kalvin9663 > 2021-06-23 22:11 | Report Abuse

ready opt in @ 0.6

Posted by Aaron_tan > 2021-06-24 04:48 | Report Abuse

Me too 0.5

Posted by Aaron_tan > 2021-06-24 12:05 | Report Abuse

buy the dip ... how dip is dip ... lol. Your suggestion carry no substance.

Posted by Hafid > 2021-06-25 16:56 | Report Abuse

Hope to drop to below rm0.50

Posted by Hafid > 2021-06-25 16:56 | Report Abuse

Economy still lockdown

Posted by Bgt 9963 > 2021-06-25 16:57 |

Post removed.Why?

Posted by Aaron_tan > 2021-06-26 19:28 | Report Abuse

0.1 to 0.2. Retail business gg …

Posted by Aaron_tan > 2021-06-27 09:17 | Report Abuse

Just read news, vietnam covid rise again