INNATURE BERHAD

KLSE (MYR): INNATURE (5295)

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Last Price

0.19

Today's Change

-0.005 (2.56%)

Day's Change

0.19 - 0.195

Trading Volume

102,000


1 person likes this.

1,311 comment(s). Last comment by xiaoeh 1 day ago

Hafid

1,135 posts

Posted by Hafid > 2022-10-07 21:22 | Report Abuse

Innature is set to resume its uptrend as it bounced off the 21 days to reclaim the area above the previous breakout level of RM0.61 and close at MYR0.595 on friday – supported by bullish momentum and volume.

Posted by freedom28 > 2022-10-12 23:04 | Report Abuse

Wow , Volatile

Hafid

1,135 posts

Posted by Hafid > 2022-10-20 18:46 | Report Abuse

The Body Shop products are 100% vegetarian which do not contain animal-derived ingredients whatsoever. We have been in Malaysia for 38 years, and our customers largely reflect the demographic of the country. In June 2022, we have been officially listed as a constituent of the FTSE4Good Bursa Malaysia Shariah (F4GBMS) Index that are Shariah-compliant. On the future of The Body Shop franchise, as aforementioned we have been working with the brand principal for almost 4 decades - a testament of the brand principal's confidence on us.

Posted by mahmudkashimj > 2022-11-02 13:38 | Report Abuse

let the share price down.....

Posted by mahmudkashimj > 2022-11-02 17:11 | Report Abuse

recession than share price turun lah.....sampai 0.20

DestinyL

4,746 posts

Posted by DestinyL > 2022-11-08 10:22 | Report Abuse

Lots of nonsense on forums these days

Posted by mahmudkashimj > 2022-11-08 19:46 | Report Abuse

EASTSPRING INVESTMENTS BERHAD'S MANAGED FUNDS Prudential everyday buy... But share price still downward. Look like wan to push until RM0.20. Bagus sekali kalau dapat turun sampai harga itu....

Hafid

1,135 posts

Posted by Hafid > 2022-11-08 19:48 | Report Abuse

Kawan oh kawan, jangan cuma beli dekat RM0.20. tak akan sampai harga macam itu. Ada perlaburan yang beli... Mereka mahu company harga sahamnya naik.

Hafid

1,135 posts

Posted by Hafid > 2022-11-14 19:37 | Report Abuse

These amazing fundamentals are currently being offered at a wonderful price of 11.6x normalized PE - with an estimated Margin of Safety of 50% from intrinsic value.

airfan99

62 posts

Posted by airfan99 > 2022-11-14 19:47 | Report Abuse

However, Branded Retail stands in stark contrast to its much more regular cousin - being one of the most attractive businesses to own from an investor’s perspective. Think about companies like Apple, Starbucks, Hermes, McDonald’s, Coca-Cola, Toyota - all of them are household names with prices far in excess of the market average.

This is because the value proposition that these businesses offer their customers goes far beyond the product alone - it extends to the attributes that the brand stands for, whether that is self-expression, environmentalism, social progressiveness, a commitment to quality… or all of the above. A much tortured analogy of this phenomenon is the infamous saying, “customers buy Tiffany’s for the box, not the jewelry”.

In that sense, a Brand represents the elemental human-to-human connection between the business owner and the customer - a social contract, if you will. This is quite clearly much more than just a product or service being sold - there is an intangible promise being exchanged, which theoretically has unlimited potential. And in our current capitalistic society with no faces, brands are the closest societal institution that we can associate with as being human today.

Just to drive the point home, think about what customers are really paying for when they patronize each of the aforementioned brands. McDonald’s is selling consistency, Starbucks is selling the Third Place, Apple is selling ‘technology that just works’, Hermes is selling self-expression, and Toyota is selling reliability. Notably, these aren’t burgers, coffee, smartphones, handbags or cars - they’re all attributes which we associate with human beings, closer in nature to the soul rather than goods grounded in the tangible world.

Hafid

1,135 posts

Posted by Hafid > 2022-11-29 20:37 | Report Abuse

Slowly

Posted by SmallSexyPig > 2022-12-02 10:20 | Report Abuse

Maybank and now Public Bank both taken interest in InNature giving price targets. Shows that this stock will begin to get momentum.

Anyone that reads this and is looking for a well-managed retail stock with modern company principles can consider to do research and look into InNature. I am sure you will be impressed with what you see.

trade74

60 posts

Posted by trade74 > 2022-12-09 17:08 | Report Abuse

Baru add to my portfolio today... this will be a long term category...

airfan99

62 posts

Posted by airfan99 > 2022-12-09 20:11 | Report Abuse

NO GROWTH

Nice149

74 posts

Posted by Nice149 > 2022-12-12 15:28 | Report Abuse

When the price hit 0.585, fund managers are selling again to push the price down

Posted by SmallSexyPig > 2022-12-15 09:52 | Report Abuse

breakout of 0.585 today, 0.6+ coming

VTrade

2,434 posts

Posted by VTrade > 2022-12-17 14:33 | Report Abuse

Buy buy buy
Help

https://youtu.be/oNOlJ-0HO6U

trade74

60 posts

Posted by trade74 > 2022-12-28 12:11 | Report Abuse

Big wave coming afternoon session

khpwwl

3,482 posts

Posted by khpwwl > 2023-01-10 14:55 | Report Abuse

Privatisation?

Posted by SmallSexyPig > 2023-01-11 14:46 | Report Abuse

suspect next 3 QR going to be very good.

2022 Q4 = Christmas
2023 Q1 = CNY
2023 Q2 = Raya

Every time I pass a body shop, I look in just to see. Always got people buying things. Never see staff standing around waiting for shoppers to come in.

niet

779 posts

Posted by niet > 2023-01-11 15:41 | Report Abuse

Q1 China tourists in Vietnam, Cambodia and Malaysia

hw0706

839 posts

Posted by hw0706 > 2023-01-19 15:24 | Report Abuse

stock which is Inflation & Deflation ....with the tourism openning, will benefit the share...

airfan99

62 posts

Posted by airfan99 > 2023-01-26 14:36 | Report Abuse

The organic earnings growth inherent in pricing power makes businesses in the Branded Retail sector unique - and provides a strong competitive moat. This makes Innature paradoxically a high quality stock being offered at cigar butt prices - a wonderful business at a wonderful price.

hw0706

839 posts

Posted by hw0706 > 2023-01-27 20:26 | Report Abuse

Hence, this thesis boils down to simply waiting for valuations to revert to the mean (i.e. 60% upside at 25x FY19 when the next retail upcycle rolls along, while getting paid an above-average bond yield to wait. Why do I make reference to ‘bond yield’? Because their cash flows are highly robust and the company is in a net cash position, making their dividends bond-like. For the aforementioned low-risk and earnings visibility reasons, Branded Retail stocks tend to command relatively high valuations for the Retail sector of about 25-30x. For reference, the local Starbucks (Berjaya Food: 5196.KL) and 7-11 (SEM: 5250.KL) listed entities are currently (and have consistently) trading at 30x and 25x pre-covid earnings respectively, without any significant growth catalysts in sight.

hw0706

839 posts

Posted by hw0706 > 2023-01-27 20:30 | Report Abuse

Innature’s business motto is elegant in its simplicity - Business As A Force For Good. Innature has been pursuing ESG right from the start, long before it was cool.

Innature is one of the rare small-cap Malaysian listed companies which actually go out of their way to show that they care about Sustainability. ESG is the bridge between corporations and governments - where the societal role of corporations is to optimize scarce resources, while the societal role of government is to provide for indispensable social needs even if they may not necessarily be sustainable.

ESG tries to pull companies closer to the middle by enabling the sustainable provision of social needs, resurrecting the premise of the social contract - where the immense resources of the private sector are lent towards performing some of the heavy lifting in society. It also harkens back to the ancient days of old, before the corporations’ sole duty was purely in the service of maximizing shareholder returns. The investment thesis is simply that the current share price (RM 0.64) is trading at a discount to the value of the low-risk Malaysian operations alone - there are no valuation gymnastics to be performed here. Cash flow risk is lower than Gandhi’s ego, and being paid a normalized dividend yield of 4.5% while waiting for valuations to revert to mean at least offsets inflation. I am willing to stake my reputation on this company not going bankrupt.

Hafid

1,135 posts

Posted by Hafid > 2023-02-14 11:32 | Report Abuse

wait and see. see can maintain or privatise....

Posted by SmallSexyPig > 2023-02-14 13:33 | Report Abuse

what logic is it that they will privatise, they went public like 2 years ago

khpwwl

3,482 posts

Posted by khpwwl > 2023-02-15 15:47 | Report Abuse

possible privatise...floating in market not more than 25%

khpwwl

3,482 posts

Posted by khpwwl > 2023-02-15 15:54 | Report Abuse

those who bought last friday, today t2 should be got fs...where are the tickets?

khpwwl

3,482 posts

Posted by khpwwl > 2023-02-20 15:37 | Report Abuse

due to market floating not more that 20%, prudential starts to dispose shares?

hw0706

839 posts

Posted by hw0706 > 2023-02-22 04:11 | Report Abuse

Privatise and list it somewhere else

kayce

15 posts

Posted by kayce > 2023-02-23 11:47 | Report Abuse

No wind, No wave! Somethings must be cooking!

chkhooju

1,706 posts

Posted by chkhooju > 2023-02-23 11:55 | Report Abuse

Eventually the major shareholder has to take it private. She has no other option.

Posted by SmallSexyPig > 2023-02-23 12:27 | Report Abuse

Cannot just issue more shares? I mean I am no expert but if their share spread for public is below threshold why isn't it possible to just issue bonus shares for example?

kayce

15 posts

Posted by kayce > 2023-02-23 14:06 | Report Abuse

Issue Bonus Shares would not help the % of dilution. Private placement might help.

chkhooju

1,706 posts

Posted by chkhooju > 2023-02-23 14:34 | Report Abuse

Kayce is right. Bonus issue is back to square one. Cannot solve the float problem. Only private placement can do the trick, but at the disadvantages of the minor shareholders. Retailers will be getting a raw deal.

hw0706

839 posts

Posted by hw0706 > 2023-02-23 16:53 | Report Abuse

If privatise than maybe at rm0.68 first than after that up again

speakup

27,178 posts

Posted by speakup > 2023-02-23 16:56 | Report Abuse

just listed recently want privatise already? what u smoking man?
if u want privatisation candidates, here's the list: FACBIND, ICAP, INSAS, KSENG, MPHBCAP. all cash rich

chkhooju

1,706 posts

Posted by chkhooju > 2023-02-23 17:50 | Report Abuse

@speakup, you have to understand that the major shareholder is holding close to 75% and Prudential has slightly more than 5%, leaving its float at less than 20%. Bursa has given it until 26 March to rectify the situation.

Posted by SmallSexyPig > 2023-02-24 00:44 | Report Abuse

Aside from all this privatisation talk. That was a very nice Q4

hw0706

839 posts

Posted by hw0706 > 2023-02-24 05:11 | Report Abuse

The 2022 result already is over the 2020 result which is at pre covid result.

hw0706

839 posts

Posted by hw0706 > 2023-02-24 05:13 | Report Abuse

If the 2023 can have profit of 33mil than is good

Posted by ossanluv > 2023-02-24 05:51 | Report Abuse

2020 is a covid year. We had a total lock-down in 2020..............

speakup

27,178 posts

Posted by speakup > 2023-02-24 07:34 | Report Abuse

Cash per share is only 5sen/share, which represents 8% of the current share price. There is no reason for major shareholder to take private now. Maybe later in future, but not now.
All the other privatization candidates I mentioned before, have cash per share at least 50%.

speakup

27,178 posts

Posted by speakup > 2023-02-24 07:54 | Report Abuse

take KSeng for example: Net cash rm987mil is rm2.73/share, representing 77% of the share price!
Icap for example: Net cash rm140mil is rm1/share, representing 50% of the share price!
so easy for major shareholders to take private, as they can do a SCR

chkhooju

1,706 posts

Posted by chkhooju > 2023-02-24 08:56 | Report Abuse

But....... still no way to acquire the required threshold of the 25% float.

speakup

27,178 posts

Posted by speakup > 2023-02-24 09:17 | Report Abuse

There is no incentive for innature major shareholder to take private considering cash/share only 5¢

speakup

27,178 posts

Posted by speakup > 2023-02-24 09:22 | Report Abuse

Maybe in distant future, not now

Posted by SmallSexyPig > 2023-02-24 09:29 | Report Abuse

I don't think they want to go back to private

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