tag:blogger.com,1999:blog-250589152024-03-28T16:19:07.418+08:00Sharetisfy歌词Unknownnoreply@blogger.comBlogger76125tag:blogger.com,1999:blog-25058915.post-24415635465580609422023-12-12T21:39:00.002+08:002023-12-12T21:39:22.338+08:00“抵制消费”令大马股王股价下跌?价值投资者能不能趁低吸纳呢?【谈股论金 136】“抵制消费”令大马股王股价下跌?价值投资者能不能趁低吸纳呢?【谈股论金 136】<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/b3os1yvY9PE" width="644"></iframe></p><br/><br/>https://www.youtube.com/watch?v=b3os1yvY9PEAdminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-79277866272710533332023-12-09T11:01:00.006+08:002023-12-09T11:01:55.313+08:00大马股王NESTLE 4707 NESTLE (MALAYSIA) BERHAD近期股价大跌,真的是因为巴以冲突,导致的杯葛事件吗?大马股王NESTLE 4707 NESTLE (MALAYSIA) BERHAD近期股价大跌,真的是因为巴以冲突,导致的杯葛事件吗?<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/fKqy47pnCE0" width="644"></iframe></p><br/><br/>https://www.youtube.com/watch?v=fKqy47pnCE0Adminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-9158895822473217172022-10-12T19:39:00.000+08:002022-10-12T19:39:02.169+08:00预算案输赢家出列<p>预算案输赢家出列<br /><br />2023年3723亿令吉的预算案调减个人所得税2%,使得人民有更多现金消费,餐饮与零售商场相关的消费股料成为最大赢家。<br /><br />然而,那些大量仰赖外劳的企业,则可能受政府实施新的外劳人头税,而受到冲击。<br /><br />首相拿督斯里依斯迈沙比利10日宣布解散国会,7日揭晓的2023年财政预算案普遍被视为派糖的大选预算案,以在史上最热烈选战中争取选票。这回也向来遭忽略的M40中等收入群,也受惠。<br /><br />在全球经济放缓声中,出口可能出现颓势,需靠内需推动大马经济增长。<br /><br />花旗银行分析员梅格法益在报告中表示,这次皆大欢喜的预算案推动消费与企业盈利;一旦预算案蓝本通过,投资者希望看到大选顺畅和出现绝大多数票的政府。<br />财长:国会解散<br />预算案不会失效<br /><br />财政预算案揭盅后便解散国会,财长东姑赛夫鲁表示预算案不会失效,可在大选后重新提呈,1999年已有先例。<br /><br />政府对M40减少2%个人所得税率,可增加8亿令吉让消费者消费,年收入5万零1至10万令吉者,皆可从中受惠。<br /><br />花旗预期MRDIY(MRDIY,5296,主板消费产品服务组)、成功食品(BJFOOD,5196,主板消费产品服务组)与雀巢(NESTLE,4707,主板消费产品服务组),可成为最大赢家。<br /><br />另外,旅游相关股亦可能受惠,大马放眼2023年吸引1500万游客到马旅游。政府也将动用2亿令吉积极促销大马旅游,从总获取476亿令吉旅游收入。<br /><br />因此,机场营运者的大马机场(AIRPORT,5014,主板交通物流组)、廉航的CAPITAL A公司(CAPITALA,5099,主板消费产品服务组),和云顶(GENTING,3182,主板消费产品服务组),料成为投资焦点。<br /><br />【繁荣税】<br /><br />2023年没有实施繁荣税无疑消除风险,花旗预期企业盈利可增长11%,联昌研究也认为银行股2023年可增盈利。<br /><br />今年银行股,受到繁荣税重击。2022财政预算案中,获得超过1亿令吉盈利的公司,税率为33%。<br /><br />【产业】<br /><br />为鼓励首购族购买介于50万至100万令吉房屋,印花税豁免从50%提高至75%。<br /><br />在鼓励人民拥有房产的上述措施上,预期使IOI产业(IOIPG,5249,主板产业组)和森产业(SIMEPROP,5288,主板产业组)从中受惠。<br /><br />与此同时,所有亲属间的产权转让,从2023年起一律缴交10令吉。<br /><br />【保健】<br /><br />卫生部2023年获得361亿令吉拨款,相比2022年324亿令吉。花旗认为这使得IHH医保(IHH,5225,主板医疗保健组),尤其国内药剂生产商联合药业(DPHARMA,7148,主板医疗保健组)大受其惠顾。<br /><br />【建筑业】<br /><br />分析员认为继续推进大型基建有利国内建筑业,165亿令吉挹注于泛婆罗洲大道与东铁的大型基建。也会拨出33亿令吉作为捷运三线第二阶段计划。<br /><br />花旗因而看好金务大(GAMUDA,5398,主板建筑组)与怡保工程(IJM,3336,主板建筑组)。<br />仰赖外劳<br />企业成本增<br /><br />至于预算案的输家,凡仰赖外劳的企业,不论是种植业、建筑业与手套业,将因调高外劳人头税,而增加生产成本。<br /><br />花旗认为此举将促使企业减少外劳的依赖,种植业与胶手套业者此前被指强迫劳动。<br /><br />联昌指出,受此举最大重击的是种植业,研究范围的种植公司难以透过自动化采收,缺乏有效的科技采收油棕,是最大挫败,只好继续延聘外劳。<br /><br />2023年开始实施的多层次外劳人头税,税率仍然不详,多聘多付,所收税捐用在协助公司展开自动化措施。<br /><br />大马债券有撤离压力,政局多变与财政政策潜在修改,是债市承压主因。<br /><br />2013年4月与2018年4月的解散国会期间,乃至2020年2月的喜来登行动后,外资每月平均撤离9亿400万美元。<br /><img alt="" class="alignnone size-full wp-image-4155939 img-fluid" height="774" src="https://www.sinchew.com.my/wp-content/uploads/2022/10/img_6346324759afd.jpeg" width="317" /><br />https://www.sinchew.com.my/20221012/%E9%A2%84%E7%AE%97%E6%A1%88%E8%BE%93%E8%B5%A2%E5%AE%B6%E5%87%BA/<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-34016115524000399042022-07-23T12:20:00.006+08:002022-08-24T20:18:57.259+08:00浅谈NESTLE (Malaysia) BERHAD, NESTLE, 4707 - James的股票投资James Share Investing浅谈NESTLE (Malaysia) BERHAD, NESTLE, 4707 - James的股票投资James Share Investing<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/y9FJtXCTl_w" width="644"></iframe></p><br /> https://www.youtube.com/watch?v=y9FJtXCTl_w
Adminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-46775344642916649552022-02-10T18:29:00.001+08:002022-02-10T18:29:11.691+08:00最糟时期已过 零售业有望强劲增长<p>最糟时期已过 零售业有望强劲增长<br /><br />(吉隆坡9日讯)国内经济活动稳定重开,且国人疫苗接种率也走高,消费领域是时候翻开新篇迎接新一年,分析员相信,爆发另一波疫情的风险低微,只要政府不重启抗疫行管措施,相信商场人流量将回流,看好今年零售业者有望录得强劲表现。<br />商场人流量将回流<br /><br />BIMB研究分析员在报告指出,零售业在疫情行管期间的封锁措施下,一直苦苦挣扎符合标准作业程序(SOP),而快速消费品(FMCG)作为基本必需品,纵然在疫情行管期间也并未受到太大影响,仍表现强劲。<br /><br />“归功于政府推行2019冠病全国疫苗接种计划,随着成年人口的接种率已达98%及全国人口接种率79%,我们认为零售业最糟的时候已经过去了。另外英国方面的研究显示,比起Delta病毒,Omicron病毒‘攻击力’相对更小,随着主要经济活动恢复,相信消费领域正在蓄力准备迎接全面复苏。”<br /><br />该行披露,政府也在去年底推动加强针计划,在疫苗接种率稳定走高的情况下,爆发另一波疫情的风险大大缩小,重新落实行管抗疫政策的可能性也不大,加上政府或进一步放宽边境,这也有助刺激经济活动带动旅游业,从而缓和失业率。<br /><br />“在国家复苏计划(NRP)逐步推进,我们认为,疫情过渡至地方性流行病进程料将在近期,即最早在3月重启,看好零售及餐饮业的消费者信心将走高。”<br /><br />另一方面,分析员点出,疫情改变人们对于食物的看法及饮食习惯,就如可持续解决方案公司杜邦(Dupont)报告所述,植物性饮食趋势不断攀升,这也为亚太区创造一个前景可期的市场,当中预期植物肉类市场2019至2024年间可录得7%的年复合成长率(CAGR)。<br /><br />“作为各自领域的知名品牌,我们看好雀巢(NESTLE,4707,主板消费产品服务组)、佳源食品(KAWAN,7216,主板消费股)及子母牌炼奶(DLADY,3026,主板消费产品服务组)有能力影响消费者购买决定,让植物类食品及饮品更为本土化、健康及量身定制。长期而言,我们预期,这几家公司将能完全收获植物类餐饮的潜能。”<br /><br />BIMB研究维持消费领域“增持”投资评级,主要是看好中短期国内经商环境稳定走强,预期可带动消费领域继续维持获利增长趋势,而快速消费品也能透过价格调整转嫁成本压力。<br /><br />“只要政府不重新落实行管封锁措施,我们相信零售商场的人流量将逐步回流,进而带动零售业走强,我们给予MRDIY(MRDIY,5296,主板消费产品服务组)、巴迪尼控股(PADINI,7052,主板消费产品服务组)、佳源食品、雀巢、子母牌炼奶及必胜(SPRITZER,7103,主板消费产品服务组)‘买进’评级,至于安利控股(AMWAY,6351,主板消费产品服务组)则给予‘守住’建议。”<br /><br />分析员认为,过于关注估值的投资者都低估了零售业的获利增长潜能。<br /><br />“在我们追踪的零售股中,诸如巴迪尼控股及MRDIY都将是消费领域复苏的首要受惠公司,至于快速消费品则能依靠自身强劲的品牌优势,在中短期内维持稳健增长趋势。以现有水平来看,零售及快速消费品次领域拥有诱人的估值,分别达13.7倍和24.3倍,比起4年预估本益比中值的20倍及32倍显著趋低。”<br /><br />https://www.sinchew.com.my/20220210/%E6%9C%80%E7%B3%9F%E6%97%B6%E6%9C%9F%E5%B7%B2%E8%BF%87-%E9%9B%B6%E5%94%AE%E4%B8%9A%E6%9C%89%E6%9C%9B%E5%BC%BA%E5%8A%B2%E5%A2%9E%E9%95%BF/<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-62649993085277224672022-01-01T13:58:00.000+08:002022-01-01T13:58:41.732+08:00震科领涨 科技股手套消费股脸绿<p> <br />klsescreener.com<br />震科领涨 科技股手套消费股脸绿<br />Sinchew<br />3-4 minutes<br /><br />(吉隆坡31日讯)马股2020年适逢手套股发威,避开与区域股市一起沉沦命运,2021年却因手套股失宠而节节败退,幸而科技股崛起,冲淡了马股晦气。<br /><br />科技股由一骑绝尘的震科(GENETEC,0104,创业板科技组)领先,霸占了5大涨价股4个位置,当中震科和马太平洋(MPI,3867,主板科技组)更分别急涨37令吉73仙和23令吉40仙,高挂39令吉46仙和49令吉36仙。<br /><br />巴都加湾(BKAWAN,1899,主板种植组)和远洋控股(TOCEAN,7218,主板交通物流组)打破制造业股项垄断势头,分别走高4令吉80仙和2令吉31仙,收报22令吉70仙和3令吉10仙。<br /><br /><img alt="" class="alignnone size-full wp-image-3519882 img-fluid" height="597" src="https://www.sinchew.com.my/wp-content/uploads/2022/01/img_61cfd69e617f0.jpeg" width="618" /><br /><br />3大手套股列跌价榜<br /><br />手套股短短一年内从“天之骄子”沦为“烫手山芋”,投资者唯恐避之不及,造成贺特佳(HARTA,5168,主板医疗保健组)、顶级手套(TOPGLOV,7113,主板医疗保健组)和高产柅品(KOSSAN,7153,主板医疗保健组)大跌6令吉41仙、3令吉53仙和2令吉58仙,全年跌势惨重。<br /><br />疫情反反复复,封锁措施一而再实施,打击了消费股复苏势头,星狮(F&N,3689,主板消费产品服务组)急挫7令吉34仙,与各跌4令吉70仙和3令吉98仙的雀巢(NESTLE,4707,主板消费产品服务组)与子母牌炼奶(DLADY,3026,主板消费产品服务组)同病相怜。<br /><br />在面对封锁措施打击之际,皇帽酿酒厂(CARLSBG,2836,主板消费产品服务组)和大马喜力(HEIM,3255,主板消费产品与服务组)更遭到禁酒令影响,虽然股价一度回弹,全年仍分别下滑了3令吉16仙和2令吉18仙,是2021年表现低迷股项之一。<br /><br /><img alt="" class="alignnone size-full wp-image-3519885 img-fluid" height="597" src="https://www.sinchew.com.my/wp-content/uploads/2022/01/img_61cfd6abee4d4.jpeg" width="612" /><br /><br />https://www.sinchew.com.my/20220101/%E9%9C%87%E7%A7%91%E9%A2%86%E6%B6%A8-%E7%A7%91%E6%8A%80%E8%82%A1%E6%89%8B%E5%A5%97%E6%B6%88%E8%B4%B9%E8%82%A1%E8%84%B8%E7%BB%BF/<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-17836641928416877282021-01-28T21:37:00.002+08:002022-02-10T19:10:14.740+08:00追高高手与捞底“糕”手/麦传球<p><span></span></p><a name='more'></a><br />追高高手与捞底“糕”手/麦传球<br /><br /><img class="img-fluid" src="https://www.enanyang.my/sites/default/files/styles/media_image/public/2021-01/210128a0801.jpg?itok=cfvkCezr" /><br />我们总是听到经验丰富的交易者或投资者,建议其他经验不足的散户不要追高。这是一个不错的建议,可以使新手免于在股市上轻易的遭受亏损。<br /><br />但是该建议有一个缺陷,即大多数提供建议的人,并没有清楚地解释(因此听众可能不理解)他们实际上指的是哪种“高”。<br /><br />不要追高(这里的关键词是“高”)。什么高?价格还是价值?<br /><br />当然,我们所有人都理解并假设这个高是指当前交易价格(相对于当前价格水平的位置)。因此,它指的是视觉上的价格水平。<br /><br />大多数人会看到这种高价的形式(form)即水平,而不是这种“高价格”的实质(substance)即“内在价值”。<br /><br />例如 ,许多新手将雀巢(NESTLE)的138.80令吉价格定为高,而将一些20仙的股价定为低。他们将价格与价值混为一谈。<br /><br />如果雀巢的价格为138.80令吉,而内在价值为188令吉,则应被视为低价,而不是高价。如果雀巢的价格为138.80令吉,而内在价值只有120令吉,则应被视为高价的。<br /><br />相反的,如果20仙的股票,仅具有10仙的内在价值,则它被视为是以很高的价格交易。<br /><br />大众银行短暂登顶<br /><br />让我们举例说明。<br /><br />从图表中,你可以看到在1月26日,当大众银行(PBBANK)从前一日的收盘价4.26令吉,涨至4.97令吉时,散户是把这支股票追涨了16.67%的(红色箭头表示追涨),这是一种典型的追高行为(对于刚刚通过发行红利股的股票,基本面和价值是没有变化的)。<br /><br />在此价格增长期内(实际上是30分钟),该股票的市值急剧增加了138亿令吉。市值的增长几乎等于云顶大马(GENM)的总市值。当大众银行股价急剧上涨时,它短暂地成为了马来西亚市值最大的上市公司。<br /><br />蓝色箭头表示买入上升趋势股票,而不是追涨,因为大众银行刚刚宣布了另一个好的季度业绩,因此公司的前景看好。<br /><br />从这个比较中,你可以看出在股市中,羊群效应是多么的强大和使散户多么的疯狂。<br /><br />话说回头,当我们说“不要追高”时,实际上我们应该指的是“不要追低价值的股票”。<br /><br />事实上,最好的交易或投资者,是那些追逐仍然被低估的“高价”股的人。如果你只追逐新高但不知道股票的内在价值,那就是追高。<br /><br />相反的,如果你是基于股票仍是被低估的事实,以新的高价购买该股的话,则实际上你是在“捞底”, 因为当前的新高可能将在以后变成低价了。<br /><br />追高价或低内在价值股是错误的,而犯错后不止损是更糟的。<br /><br />切忌捞底不止损<br /><br />但是,最糟糕的情况是试图捞底。当价格继续下跌时,不但不止损,而且继续购买更多,希望降低平均成本。这是经典的一错再错。<br /><br />由于以下的原因,捞底的风险可能会更大:<br /><br />1.价格趋势正在下降,因此该公司很可能存在某些问题或没有好的理由持有那只股票。<br /><br />2.人们总是认为购买低价股是最没有风险的,因为与高价股相比,买同一单位股票所花费的金额要低得多。但他们忘记了,1令吉的股票下跌1仙是1%,而10仙的股票下跌1仙是 损失10%的。因此,就百分比而言,股价的1仙波动将导致低价股的亏损额比高价股高得多。<br /><br />另一方面,类似于追高价位股,我们必须购买上升趋势的股票。<br /><br />我们投资或交易股票的目的是通过低买高卖来赚钱。因此,当股票处于上升趋势时,(即具有积极投资者情绪)买入股票绝对会比在股价下跌时试图捞底或抓反弹更具逻辑性,并且有更好的赚钱机会。<br /><br />试问在某物向前或向上移动时,将其进一步推要容易得多,还是试图举起正在下降的某物?<br /><br />后者会更困难,因为你需要先克服向下的重力,然后才能举起下降的物体。同样的,你需要抵消所有的抛售压力,然后才能在股价下跌时拉升股价。<br /><br />上升趋势股三原因<br /><br />1.公司的基本面强。因此,尽管价格不断上涨,当前价格仍被认为是低估了,所以人们仍在购买。<br /><br />2.基于技术分析,它满足了上升趋势股票的标准,因此尽管价格已经上涨了相当多,但还是应该购买的。<br /><br />3.上升趋势是由基金,集团和其他大户策划的,以诱使不知情的散户继续购买价格上涨了的股票,这样他们就可以出售他们的股份以获取利润。<br /><br />不管是什么原因或由谁引起上升趋势的,基于上述原因,买上升趋势股票比试图捞底或反弹更好。<br /><br />实际上,追逐高价并没有错,但是我们必须追逐高价但被低估的股票,而不是追逐高价和被高估的股票。<br /><br />价格水平只是相对价格位置,我们不应该根据价格位置来判断价值。相反的,我们应该根据股票的内在价值进行判断价格的高低。<br /><br />不要从众追高<br /><br />如果你仍然不完全理解我想传达的信息,请仔细考虑以下事实:“股价的所有新高全都是追逐高价的人造成的,并且许多当前的新高将在未来变成以后的低点。”<br /><br />上面的说法是正确还是错误的?<br /><br />事实是,所有大市值公司的价格一次又一次地刷了新高才创造了大市值的。<br /><br />那么追高是错误还是有智慧?<br /><br />答案只有一个,你是追高价还是高内在价值?<br /><br />温馨的提示,“请不要以从众的心态追逐高价,而要使用自己的分析来追逐仍然被低估的高价位股票。”<br /><br /><br />http://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/%E8%BF%BD%E9%AB%98%E9%AB%98%E6%89%8B%E4%B8%8E%E6%8D%9E%E5%BA%95%E2%80%9C%E7%B3%95%E2%80%9D%E6%89%8B%E9%BA%A6%E4%BC%A0%E7%90%83<p></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-81889538686313323702020-09-17T22:28:00.004+08:002020-09-17T22:29:11.135+08:00[NESTLE MALAYSIA BHD:确认了6年以来最高的CAPEX计划,其中包括对其Shah Alam工厂的大量投资,以建立基于植物的膳食解决方案的先锋设施] - James的股票投资James Share Investing <br /><span><a name='more'></a></span> 2Q20 vs 2Q19:<br />截至2020年6月30日的第二季度,该集团的总营业额为12.2亿令吉,较2019年第二季度温和下降(-8.7%)。这主要归因于MCO期间对HORECA(酒店,餐厅和咖啡厅)渠道的严格运营限制,以及公众流动性的下降影响了餐厅,R&R休息站和与办公室相关的渠道的销售。对于雀巢而言,这对他们的雀巢专业业务产生了重大影响,雀巢专业业务服务于户外渠道,以及即饮和某些食品。<br /><br />在充满挑战的背景下,雀巢在2020年第二季度取得了稳固的税前利润为1.401亿令吉和税后利润为1.055亿令吉。在比较基准(2019年第二季度为1.569亿令吉)的情况下,利润受到了根据MCO下的HORECA情况的影响,以及确保工作安全,支持前线人员并确保整个价值链的连续性所需的额外费用。<br /><br />YTD20 vs YTD19:<br />截至2020年6月30日的上半年,该集团的营业额为26.5亿令吉,与去年同期的27.9亿令吉相比略有下降。这是由于农历新年对他们第一季度销售量的影响较上年同期提前,以及第二季度COVID-19的影响。<br /><br />集团在上半年录得可观的毛利润率,税前盈利为3.864亿令吉,税后盈利为2.918亿令吉。这收缩相比2019年的同期(2019年上半年的PAT为3.921亿令吉)反映了COVID-19对HORECA渠道的影响,维持工作安全和运营连续性所需的大量费用(约5000万令吉,主要是在Q2)。<br /><br />2Q20 vs 1Q20:<br />截至2020年6月30日的第二季度,该集团的营业额下跌至12.2亿令吉,主要是由于MCO期间对户外渠道的限制。影响主要是由于我国在2020年第二季度处于MCO之下的时间更长,而在2020年第一季度只有2周,并且集中在4月/ 5月,从RMCO开始以来就逐步改善。税前利润为1.401亿令吉,固然可靠,但受到MCO对HORECA渠道产生的相关影响以及COVID-19相关费用的影响。<br /><br />前景:<br />正如早前宣布的那样,他们已确认了6年以来最高的CAPEX计划,其中包括对其Shah Alam工厂的大量投资,以建立基于植物的膳食解决方案的先锋设施。他们有信心,雀巢将处于有利的地位,可以在全年及以后的时间内实现可持续的收益,同时在不确定和面临下行风险的经济环境中继续采取审慎的管理。<br />------------------------<br />James Ng Stock Pick Performance:<br />Since Recommended Return:<br /><br />a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.60, dividend RM0.052, in 2 years 1 month 3 days, total return is 410.8%<br /><br />b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM50.58 adjusted, dividend RM0.52, in 2 Years 2 months 14 days, total return is 320.9%<br /><br />c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.17 adjusted, dividend RM0.055, in 1 Year 3 months 13 days, total return is 272.8%<br /><br />d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.91, dividend RM0.005, in 3 months 22 days, total return is 157.7%<br /><br />e. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.39, dividend RM0.01, in 7 months 13 days, total return is 145.6%<br /><br />f. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.785, dividend RM0.015, in 10 months 26 days, total return is 79.8%<br /><br />g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.33, in 4 months 20 days, total return is 73.7%<br /><br />h. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.30, in 11 months 22 days, total return is 50%<br /><br />i. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.66, dividend RM0.003, in 1 Year 21 days, total return is 45.7%<br /><br />j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.60, dividend RM0.08, in 1 Year 3 months 27 days, total return is 42.6%<br /><br />我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析Fundamental Analysis:<br /><br />预计公司每年的增长率必须超过14%<br /><br />我想说服读者学习基本面分析FA以便能从股市赚钱。<br /><br />我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。<br /><br />Whatsapp : 011 - 15852043<br /><br />请订阅James的股票投资James Share Investing的Youtube频道:https://www.youtube.com/c/JamesShareInvesting<br /><br />Facebook Group: https://www.facebook.com/groups/jamesinvesting<br /><br />这个是我的TELEGRAM Group链接: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw<br /><br />请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest<br /><br />免责声明:<br />高波动性投资产品,你的交易存在风险。过往表现不能作为将来业绩指标。内容仅作为分享,讨论以及领域的分析,而非是一种投资建议,买或卖自负。请Like和Share。最终决定永远是你的,谢谢。<br /><br />James Ng<br />---------------------------------<br />[NESTLE MALAYSIA BHD: highest CAPEX plan in 6 years is confirmed as announced earlier, including a significant investment going into their Shah Alam factory to build a pioneering facility for Plant-Based Meal Solutions]<br /><br />2Q20 vs 2Q19:<br />For the second quarter ended 30 June 2020, total turnover for the Group was RM1.22 billion, a moderate decline in comparison to Q2 2019 (-8.7%). This was mainly attributed to severe operational restrictions on HORECA (Hotel, Restaurant & Café) channels during the MCO, as well as to the decline in mobility of the public impacting sales in restaurants, R&R rest stops, and office-related channels. For Nestlé, this had some material impact on their NESTLÉ PROFESSIONAL business, which serves the Out-of-Home channels, as well as their Ready-to-Drink and some food products.<br /><br />Against a challenging backdrop, the Group turned in a solid Profit Before Tax of RM140.1 million and a Profit After Tax RM105.5 million for Q2 2020. Against the comparative baseline (PAT RM156.9 million in Q2 2019), profit was impacted by the HORECA situation under MCO and additional expenses necessary to ensure work safety, support to front liners and ensuring continuity across the value chain.<br /><br />YTD20 vs YTD19:<br />For the first half ended 30 June 2020, the Group’s Turnover stood at RM2.65 billion, a minor reduction compared with RM2.79 billion in the previous year’s corresponding period. This was due to the anticipated earlier timing of Chinese New Year impact on their Q1 sales vs prior year, as well as the COVID-19 impacts in Q2.<br /><br />The Group recorded resilient profit margins for the first half, with a Profit Before Tax of RM386.4 million and Profit After Tax of RM291.8 million. The contraction against the same period of 2019 (PAT RM392.1 million in H1 2019) reflects the impact of COVID-19 on HORECA channels, the significant expenses needed to preserve work safety and operational continuity (in the order of RM50 million, mostly in Q2).<br /><br />2Q20 vs 1Q20:<br />For the second quarter ended 30 June 2020, the Group registered lower turnover of RM1.22 billion, primarily due to restrictions on Out-of-Home channels during the MCO. The impact was mainly due to the longer period when the country was under the MCO in Q2 2020 compared to only 2 weeks in Q1 2020, and was concentrated in April/May, with a progressive improvement from the start of RMCO. Profit Before Tax at RM140.1 million was solid but impacted by COVID-19 related impacts under MCO on HORECA channels and COVID-19 related expenses.<br /><br />Prospects:<br />Their highest CAPEX plan in 6 years is confirmed as announced earlier, including a significant investment going into their Shah Alam factory to build a pioneering facility for Plant-Based Meal Solutions. They are confident that the Group is well-positioned to deliver sustainable earnings, for the balance of the year and beyond, while continuing to apply cautious management in an economic context that remains uncertain and with downside risks.<br />--------------------------------------------------------------------------<br />I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:<br /><br />the forecasted growth of a company must over 14% per year<br /><br />I wish to convince readers to learn FA in order to make money from stock market.<br /><br />I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.<br /><br />This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.<br /><br />James Ng<br /><br />https://klse.i3investor.com/blogs/general/2020-09-17-story-h1513527750.jsp<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-19372152686156581122020-07-17T18:33:00.000+08:002020-07-17T18:33:13.696+08:00Nestle's long-term growth remains intact, says Affin Hwang <br />
<a name='more'></a><img alt="" data-source="uploads/images/2020/07/15/757649.jpg" src="https://apicms.thestar.com.my/uploads/images/2020/07/15/757649.jpg" /><br /><br />KUALA LUMPUR: Nestle (Malaysia) Bhd's long-term growth capabilities are intact as it commits itself to future capacity expansion with the highest capex allocation in years, says Affin Hwang Capital Research.<br /><br />According to the research house, Nestle is set to allocate RM280mil in capex, its highest in six years.<br /><br />This will help to underscore the group's comfortable lead in the packaged food industry, where it has about 9% market share in the domestic market.<br /><br />"Given the scale and its established brand equity, we believe Nestle is well equipped to ride through economic downturns and continue to capture long-term consumption growth opportunities," said Affin Hwang.<br /><br />The research house expects a gradual improvement for Nestle's earnings in 2H20 as host hotel, restaurant and cafe channels will gradually operate at near optimum capacity in addition to a strong pipeline of new product launches.<br /><br />However, there will be a negative impact to earnings in 1H20 owing to the lockdown disruptions.<br /><br />"Overall, we estimate bottom-line earnings to decline by -12.6% for 2020, followed by a modest recovery of c.5% in 2021E," it said.<br /><br />Affin Hwang kept its "hold" rating on Nestle and earnings forecasts with an unchanged target price of RM134. <br /><br />https://www.thestar.com.my/business/business-news/2020/07/15/nestle039s-long-term-growth-remains-intact-says-affin-hwang<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-68047795338075349562020-05-27T21:27:00.003+08:002020-05-27T21:27:58.554+08:00【销量不升反跌】——NESTLE (4707) 雀巢 NESTLE MALAYSIA BHD<br />
<a name='more'></a><img height="684" src="https://klse.i3investor.com/files/my/blog/img/bl2714_nestle_log_2.png" width="600" /><br /><br />【销量不升反跌】——NESTLE<br /><br />MCO在家,大家并没有喝更多的Milo或是吃更多的Maggie面,导致NESTLE的营业额不增反减,微跌了1.3%!<br /><br /><br /><br />-今年首季的营业额为1434.5M,比去年减少了18.2M或1.3%<br /><br /><br /><br />-虽然出口销量增加了8.8%,但是被占比更重的国内销量减少3.4%所拖累<br /><br /><br /><br />-国内销量减少,是因为今年的华人农历新年来得特别早,再加上餐馆和咖啡店在MCO期间无法营业,冲击了集团的销量<br /><br /><br /><br />-业绩的表现受到了集团迄今为止最大型的营销活动(Nestlé Salary For Life Contest)提振<br /><br /><br /><br />-税前利润大减21.3%,由312.8M减少66.5M至246.3M<br /><br /><br /><br />-除了受到餐馆、咖啡店关闭的影响,农历期间较高的商品价格也拉低了集团的表现<br /><br /><br /><br />-集团在MCO期间持续营运,为了员工和产品的安全,必须采购大量的个人防护装备,从而增加了营运成本<br /><br /><br /><br />-一系列的安全措施增加了支出,拉低了利润,使得利润率下跌了220个基点<br /><br /><br /><br />-展望未来,疫情的影响将在未来的几个月持续,马币走贬和某些大宗商品的价格上涨,将带来一些压力<br /><br /><br /><br />-尽管很难预料这场危机将引发的变化有多大,但集团正在适应目前的“新常态”所带来的挑战,并积极寻找新的途径,以便在2020年实现增长<br /><br /><br /><br />-集团会抓住所有销售渠道的增长机会,包括在电子商务方面,继续扩大线上购物的产品种类,并且保持创新,在下半年推出更多新产品<br /><br /><br /><br />-今年,集团将拨出六年以来最高的资本支出,总额高达2.8亿令吉。这些金额将用于增加新的产能,包括在MAGGI面条工厂进行产能扩张,以及莎阿南的最新生产线,以放眼未来具有前景的高增长领域<br /><br /><br /><br />-集团对于马来西亚的前景充满信心,一旦度过目前的危机,相信能看到经济重回增长<br /><br /><br /><br />我们可以从公司的字字句句里看到,即使外部环境不佳,公司依然保持正面积极的态度来面对挑战,不愧是屹立大马多年的大企业!相信未来经济好转之时,公司绝对能继续壮大成长,迈向更高峰!个人认为,NESTLE绝对是一间好公司,但是贵为大马股王的它估值可不便宜,目前的PE为51.6倍,股息率也只有区区的2%,盈利的增长率也不高,因此对我而言没有吸引力。<br /><br /><br /><br />你的支持是我继续前进的动力,喜欢我的文章的话,请大大力分享出去!还有,别忘了为Investman 投资侠点赞哦!<br /><br /><br /><br /><br /><br />加入投资侠高级会员<br /><br />m.me/investmanofficial<br /><br />免责:纯属分享,买卖自负,如有错误,多多包涵<br /><br />
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https://klse.i3investor.com/blogs/jylee0923/2020-05-27-story-h1507860576.jspUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-84222420862659796152020-05-12T11:27:00.001+08:002020-05-12T11:27:03.216+08:00NESTLE (4707) NESTLE MALAYSIA BHD 雀巢, 2020’Q1<br />
<a name='more'></a>NESTLE (4707) NESTLE MALAYSIA BHD 雀巢, 2020’Q1<br /><br /><br />
NESTLE 是马来西亚其中一家消费产品上市,目前在马股上股价是最高的。<br />
NESTLE Malaysia在1912年成立。<br />
目前NESTLE的业务包括了生产以及推销自家的产品。产品包括了冰淇淋,牛奶,果汁,即溶咖啡,Cocoa产品,即食面,谷类食品等等,产品种类琳琅满目。而这些产品也被推广于东南亚以及中东市场,以获取更大的市场份额。这些产品都被分成不同的牌子名下,我们熟悉的就有Milo,Nescafe,Maggi,Nespray,以及Kit
Kat。<br />
既然NESTLE在马来西亚拥有股王的地位,接下来我们就看看他的业绩。<br />
<figure class="wp-block-image size-large"><img alt="" class="wp-image-881" data-attachment-id="881" data-comments-opened="1" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image-18" data-large-file="https://eecameron500984643.files.wordpress.com/2020/05/image-18.png?w=603" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/05/image-18.png?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/05/image-18.png" data-orig-size="603,433" data-permalink="https://eecameron500984643.wordpress.com/image-18-2/" src="https://eecameron500984643.files.wordpress.com/2020/05/image-18.png?w=603" /></figure>
2020‘Q1的业绩算是中等的,因为没有成长,也没有比上个财政年同季度来的差太远。<br />
首先,2020’Q1的营业额比2019‘Q1的营业额来得低,从 RM1,452 Billion 减低至 RM1,434
Billion,一共降低了1.3%。至于税前盈利(Profit Before Tax)的部分则从RM312.8 Million减至
RM246.2
Million,一共降低21.2%。根据管理层的解释,营业额以及盈利的降幅是有两个原因所导致的。第一是今年的农历新年比较早了一些,以及COVID-19疫情所带来的影响。虽然说一般上家居的需求并不太会减少,但是餐厅以及咖啡店的关闭对公司有一定的影响。而本地影响了营业额3.4%,但是这次本地的影响由更强劲的出口交易缓和了。其次,由于MCO的影响,在照顾员工福利方面(提供口罩,消毒液以及PPE),照成公司成本稍微提高了,这也是让PBT下降的原因之一。<br />
<figure class="wp-block-image size-large"><img alt="" class="wp-image-882" data-attachment-id="882" data-comments-opened="1" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image-19" data-large-file="https://eecameron500984643.files.wordpress.com/2020/05/image-19.png?w=598" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/05/image-19.png?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/05/image-19.png" data-orig-size="598,525" data-permalink="https://eecameron500984643.wordpress.com/image-19-2/" src="https://eecameron500984643.files.wordpress.com/2020/05/image-19.png?w=598" /></figure>
资产负债表方面,NESTLE的总资产是 RM2.69 Billion ,而负债是 RM1.83 Billion,所以总资产是高于总负债的。<br />
在总资产里,流动资产一共占了40%,而非流动资产占了60%。非流动资产里大部分都是建筑与机器。而短期资产里,应收账款一共占了RM519
Million,相等于流动资产的48%,另外一部分则是 Inventories,一共占了RM471
Million,相等于流动资产的44%。应收账款方面其实对比上个季度是有所上升的,从RM508 Million增加至RM519 Million。<br />
在总负债里,短期负债一共占了78%,而长期负债占了其余占比,一共是22%。短期债务里,应付账款是占最大的,一共有RM1.2 Billion,相等于短期债务的85%.而这笔应付账款相对上个季度来说是有所减少的,几乎下降了RM100 Million。<br />
而应收账款和应付账款相比的话,应付账款是比应收账款多出一倍的,所以其实也没什么大问题,反而对公司来说是好事。<br />
<figure class="wp-block-image size-large"><img alt="" class="wp-image-883" data-attachment-id="883" data-comments-opened="1" data-image-description="" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image-20" data-large-file="https://eecameron500984643.files.wordpress.com/2020/05/image-20.png?w=604" data-medium-file="https://eecameron500984643.files.wordpress.com/2020/05/image-20.png?w=300" data-orig-file="https://eecameron500984643.files.wordpress.com/2020/05/image-20.png" data-orig-size="604,434" data-permalink="https://eecameron500984643.wordpress.com/image-20-2/" src="https://eecameron500984643.files.wordpress.com/2020/05/image-20.png?w=604" /></figure>
营运现金流方面,这个季度一共创造了 RM237 Million的现金流,相比去年RM183 Million提升了接近30%,最主要的原因是营运资金 working capital 上的变动为公司带来了更多的现金流。<br />
其次是投资现金流,投资现金流方面今年拨备了 RM8 Million而已,对比去年的拨备 RM19 Million相差甚远。主要原因是
Acquisition of Property Plan and Equipment 方面就减少了RM11 Million。<br />
最后是融资现金流。融资现金流负数RM115 Million对比上个季度负数RM16 Million,算得上是有好转的,因为虽然出金额较高,但是它包含了 RM100 Million的借贷偿还。<br />
这个季度所累积的现金一共有 RM80 Million,对比上个季度大概减少了 RM9 Million。<br />
东方鹿丸<br />
祝大家投资愉快,买卖自负<br />
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https://eecameron500984643.wordpress.com/2020/05/12/nestle-2020q1/ Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-47102122717675396212020-05-11T19:40:00.000+08:002020-05-11T19:40:09.292+08:00[Facebook live video:浅谈NESTLE (4707) 雀巢 Nestle Malaysia bhd (Nestle)] - James的股票投资James Share Investing <br />
<a name='more'></a><br />
<b>浅谈Nestle Malaysia bhd (Nestle)</b><br />
-----------------------------<br />
James Ng Stock Pick <b>Performance:</b><br />
Since Recommended Return:
<br />
a) <b>FRONTKN (FRONTKEN CORP BHD)</b>, recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.28 (dividend RM0.04) <b>in 1 year 8 months 25 days, total return is 224.5%</b><br />
b) <b>KKB (KKB ENGINEERING BHD),</b> recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) <b>in 1 year 10 months 6 days, total return is 120.1%</b><br />
c) <b>MI (MI TECHNOVATION BERHAD)</b>, recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.50 (adjusted)(dividend RM0.055) <b>in 11 months 5 days, total return is 112.9%</b><br />
d) <b>JAKS (JAKS RESOURCES BHD)</b>, recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.11 <b>in 1 year 3 months 17 days, total return is 93%</b><br />
e) <b>PWROOT (POWER ROOT BHD)</b>, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) <b>in 1 Year 6 months 30 days, total return is 48.9%</b><br />
我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br />
<b><span style="font-size: 16px;">预计公司每年的增长率必须> 14%</span></b><br />
我想说服读者学习基本面分析FA以便能从股市赚钱。<br />
我为想从马来西亚股票市场赚钱的读者提供<b><span style="font-size: 16px;">STOCK PICK服务</span></b>。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。<br />
1)【<b><span style="font-size: 16px;">看懂年报和季报】课程:</span></b><br />
11a.m. – 7p.m.,免费茶和咖啡<br />
7月5日星期日:Espira Sri Petaling, KL 3份点心<br />
7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心<br />
7月19日星期日:AG Hotel Penang, George Town 2份点心<br />
2)【<b><span style="font-size: 16px;">股票-实际操作班】课程:</span></b><br />
10a.m. – 9p.m.,免费午餐和晚餐<br />
7月4日星期六:Espira Sri Petaling, KL<br />
7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru<br />
7月18日星期六:AG Hotel Penang, George Town<br />
有兴趣的朋友,可以电邮或PM FB page联络我<br />
email:jamesngshare@gmail.com<br />
电话/Whatsapp : 011 - 15852043<br />
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这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" data-lynx-uri="https://l.facebook.com/l.php?u=https%3A%2F%2Ft.me%2Fjoinchat%2FLhwHNhdU1fDgxrSafTrTiw%3Ffbclid%3DIwAR1mN6oAQ031m5wSFYjOYmYo5Q06ZBze9bHrSc-wOORC7Vn9o4z96Tu13ss&h=AT2jSb9hVHPmzi8egUtcVKbKRCFLof7SGMROhv7mBWEtGrGtzsHdMEx8g5n1ypJzkhwinh5bEP2eF5cxa4CaUGJa2PW4lv77J2DxSWf-MeybrzVreP47OEy3mXhiU3CrdtgPOsRJXf5nceUu3Vxc70xjE_w7x235oiUvTXp7KeLh6yBX3zXIpkIxVX8ZWUZIiRFV7-EzW5y6MiPqfaNCe9gvuAnBBvdCd0LH5inRrszs46fdWwc8CQkqqHsllKNalaPxG6PVkQSkaP665UfVlYPqC4-t204z2fQuh2PP04iCmh5puiJWT3aifh5GUz8Yj1-BAYk63l_PSnDuTJ3u46Kd8LORFS78x2ed500TH03sSeDqPzsTiMQ5bENpAJ7E2cEfFsNnZgrL0nOSnSHl0S9NDzrN2a9CeGMvi7B_NQDLNI2lt8kkw1hhyBtKSnwmEQscRAtjsJogtLD5QCRe9r1SFHKOmB6GxKd3I4M-S1MHjlYyvpB43XNyIHw41pfV_gQD_4HWrxleiAUdwD2JePwK0Q57dRD4wb4_9xEOPUvlaKdJeF2QfUH7yVotNzKys0ZkzyuZWj62r1LxlWsSUJ1YkQoiNr0qmYIBYzKW9sd7jWBzbiJis42qxw8u6tyEAOxc_5cSJqqgCIm-2D-vy5Uzs5Zugc8" href="https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw?fbclid=IwAR1mN6oAQ031m5wSFYjOYmYo5Q06ZBze9bHrSc-wOORC7Vn9o4z96Tu13ss" rel="noopener nofollow" target="_blank">https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw</a><br />
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这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。<br />
James Ng<br />
<iframe frameborder="0" height="274" scrolling="no" src="https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2Fjamesshareinvest%2Fvideos%2F626961074832339%2F" width="560"></iframe>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-19760237309478923602020-04-12T11:51:00.000+08:002020-04-12T11:51:07.096+08:00【全球大抗疫】管控令期间大量囤货 必需品消费股销售暴涨<br />
<a name='more'></a><br /><br />(吉隆坡11日讯)消费股在行动管控令期间冷暖自知,要如何选择受益的股?分析员推荐,那些获消费者大量囤货的必需性食品,可受惠于暴涨的销售量。<br /><br /><br />联昌国际投行研究分析员在报告中说,受惠的干粮和冷冻食品制造商,包括雀巢(NESTLE,4707,主板消费股)、佳源食品(KAWAN,7216,主板消费产品股)及力之源(PWROOT,7237,主板消费股)。<br /><br />同时,全利资源(QL,7084,主板消费股)和古晋中央冷藏(CCK,7035,主板消费产品股)同样受惠,但会被酒店领域如餐饮服务和酒店等的低需求所抵消。<br /><br />便利商店也受惠<br /><br />而我国消费和药剂最大分销商DKSH集团(DKSH,5908,主板消费股)的杂货需求走高,应能激励管控令期间的营业额提升。<br /><br />分析员认为,非必需开销会减少,影响消费模式。食品公司的销售,要靠适合在家食用的产品支撑。<br /><br /><br />除了便利店运营商如MYNEWS控股(MYNEWS,5275,主板消费股)、大马7-11控股(SEM,5250,主板消费股),和全利资源的全家便利店(Family Mart),其他所追踪的零售股料受严重打击。<br /><br /><img alt="200412A0703_noresize" class="alignnone wp-image-1390150 size-full img-fluid" height="2216" src="https://www.enanyang.my/wp-content/uploads/2020/04/200412A0703_noresize.jpg" width="1845" /><br /><br />电商贡献不大<br /><br />受挫的零售业者,包括宝利机构(BONIA,9288,主板消费股)、OWG控股(OWG,5260,主板消费股)及PANAMY(PANAMY,3719,主板消费股),因为在管控令期间被迫停业。<br /><br />“虽然管控令期间的电子商务需求攀升,但对零售业者的贡献不大,2019财年营业额的贡献低于5%。”<br /><br />分析员维持消费领域的“中和”评级,并相信必须食品的消费需求稳定的利好,已经反映在当前的估值,即未来1年35倍的本益比,稍微高于过去5年的均值。<br /><br />相对的,主打非必需食品的公司估值低迷,未来1年13.6倍的本益比,比过去5年均值低两个标准差。<br /><br />首选股为DKSH集团、力之源及古晋中央冷藏,因为估值相当诱人,需求也强劲。<br /><br />https://www.enanyang.my/news/20200411/%E3%80%90%E5%85%A8%E7%90%83%E5%A4%A7%E6%8A%97%E7%96%AB%E3%80%91%E7%AE%A1%E6%8E%A7%E4%BB%A4%E6%9C%9F%E9%97%B4%E5%A4%A7%E9%87%8F%E5%9B%A4%E8%B4%A7-br%E5%BF%85%E9%9C%80%E5%93%81%E6%B6%88/<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-85943106559201929262020-03-10T20:01:00.003+08:002020-03-10T20:01:49.829+08:00R&S Weekly Gold CFD & Stock Market P O V | NESTLE 4707 |<br />
<a name='more'></a><br />
Click on the link here to watch the full video :
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<iframe allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/s1CpYK3q10E" width="560"></iframe><br /><a href="https://youtu.be/s1CpYK3q10E" rel="nofollow" style="color: #0066aa; text-decoration-line: none;" target="_blank">https://youtu.be/s1CpYK3q10E</a><br />
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<span style="font-size: 16px;"><span style="font-family: "verdana" , "geneva" , sans-serif;"><span style="color: rgb(0 , 0 , 255);">DAILY ACTIVE STOCK OUTLOOK</span></span></span></h2>
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<span style="font-family: verdana, geneva, sans-serif; font-size: medium;">NESTLE 4707</span></li>
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<span style="color: rgb(255 , 0 , 0);"><span style="font-size: 16px;"><span style="font-family: "verdana" , "geneva" , sans-serif;">DANGER Stock ( watch our Video on YouTube to find out more why)</span></span></span></h2>
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<span style="font-size: 18px;">STAY AWAY</span></li>
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<span style="color: rgb(0 , 0 , 205);"><span style="font-size: 16px;"><span style="font-family: "verdana" , "geneva" , sans-serif;">*SPEAKER STOCKS POV* (STOCK TO WATCH FOR MID TERM)</span></span></span></h2>
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<span style="color: navy; font-family: verdana, geneva, sans-serif; font-size: small;">PARLO 0022</span></li>
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<span style="color: navy; font-family: verdana, geneva, sans-serif; font-size: small;">GUNUNG 7676</span></li>
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<span style="color: navy; font-family: verdana, geneva, sans-serif; font-size: small;">RGTECH 0202</span></li>
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<span style="color: navy; font-family: verdana, geneva, sans-serif; font-size: small;">TAS 5149</span></li>
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<span style="color: rgb(0 , 0 , 205);"><span style="font-size: 16px;"><span style="font-family: "verdana" , "geneva" , sans-serif;">Intraday Short Selling Stock List</span></span></span></h2>
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<span style="font-size: 16px;"><span style="font-family: "verdana" , "geneva" , sans-serif;"><i><b>Kindly Take Note :</b> Short selling is for today sell today must buy back, no overnight holding. You are require to understand the short selling requirement with your respective broker before committed into short selling. Traders should take full responsible for any losses incur.</i></span></span></div>
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<span style="color: rgb(0 , 0 , 205);">*Market Outlook : <span style="font-family: Calibri, Verdana, Arial, fantasy, sans-serif;">STAY AWAY</span></span><span style="background-color: transparent; font-family: "verdana" , "geneva" , sans-serif;"><span style="color: rgb(255 , 0 , 0);"><span style="font-size: 18px;">*</span></span></span></h1>
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<span style="color: rgb(0 , 0 , 255);"><span style="font-family: "verdana" , "geneva" , sans-serif;"><span style="font-size: 18px;">CFD Market Short Term Outlook : </span></span></span></h2>
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<span style="color: rgb(0 , 0 , 255);"><span style="font-family: "verdana" , "geneva" , sans-serif;"><span style="font-size: 18px;"><span style="color: rgb(255 , 153 , 0);">GOLD/USD</span></span></span></span></h2>
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GOLD/USD PRICE WILL START TO MOVE SIDEWAYS BEFORE SHOWING ANY SIGN UP OR DOWN</h2>
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<span style="font-family: "verdana" , "geneva" , sans-serif;">Find out more about how we track big boys effectively in our Facebook and YouTube Channel or Join our Weekly Market Webinar Session :</span></h2>
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<i style="margin-top: 0px;">This blog is for sharing our point of view about the market movement and stocks only. It is not and advice or recommendation to buy or sell financial instrument. Viewers and readers are responsible on your own trading decision. The author of this blog are not liable for any losses incur by any investment or trading.</i></div>
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Contact us for more information 019-556 7829 OR PM US IN OUR FACEBOOK PAGE</h2>
https://klse.i3investor.com/blogs/roundnsurge/2020-03-10-story-h1484776484-R_S_Weekly_Gold_CFD_Stock_Market_P_O_V_NESTLE_4707.jspUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-470905076009884082020-03-06T08:09:00.000+08:002020-03-06T08:09:02.087+08:00[Facebook live video:浅谈NESTLE (4707) 雀巢 Nestle Malaysia bhd (Nestle)] - James的股票投资James Share Investing<br />
<a name='more'></a><br />
<b>浅谈Nestle Malaysia bhd (Nestle)</b><br />
-----------------------------<br />
James Ng Stock Pick <b>Performance:</b><br />
Since Recommended Return:
<br />
a)<b> FRONTKN (FRONTKEN CORP BHD)</b>, recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.28 (dividend RM0.025) <b>in 1 year 6 months 22 days, total return is 222.4%</b><br />
b) <b>KKB (KKB ENGINEERING BHD</b>), recommended on 1 Jul 18, initial price was RM0.795, rose to RM2.35 (dividend RM0.04)<b> in 1 year 8 months 4 days, total return is 200.6%</b><br />
c) <b>MI (MI TECHNOVATION BERHAD),</b> recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.31 (adjusted)(dividend RM0.01) <b>in 9 months 3 days, total return is 158.7%</b><br />
d) <b>JAKS (JAKS RESOURCES BHD),</b> recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.26<b> in 1 year 1 month 14 days, total return is 119.1%</b><br />
e)<b> PRLEXUS (PROLEXUS BHD)</b>, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.705 i<b>n 6 months 9 days, total return is 54.9%</b><br />
f) <b>PWROOT (POWER ROOT BHD),</b> recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18 (dividends RM0.113) <b>in 1 Year 4 months 27 days, total return is 44.2%</b><br />
g) <b>GBGAQRS (GABUNGAN AQRS BHD)</b>, recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.10 (dividend RM0.015) <b>in 1 Year 2 months 18 days, total return is 39.4%</b><br />
h) <b>ELKDESA (ELK-DESA RESOURCES BHD),</b> recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.61 (dividend RM0.105) <b>in 1 Year 3 months 16 days, total return is 35%</b><br />
i) <b>TSH (TSH RESOURCES BHD),</b> recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.20 <b>in 8 months 5 days, total return is 33.3%</b><br />
j) <b>KGB (KELINGTON GROUP BHD),</b> recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.19 (dividend RM0.018) in <b>1 Year 2 months 11 days, total return is 25.2%</b><br />
我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br />
<b><span style="font-size: 16px;">预计公司每年的增长率必须> 14%</span></b><br />
我想说服读者学习基本面分析FA以便能从股市赚钱。<br />
我为想从马来西亚股票市场赚钱的读者提供<b><span style="font-size: 16px;">STOCK PICK服务</span></b>。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。<br />
1)【<b><span style="font-size: 16px;">看懂年报和季报】课程:</span></b><br />
11a.m. – 7p.m.,免费茶和咖啡<br />
3月21日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心<br />
3月29日星期日:Hotel Sri Petaling, KL 3份点心<br />
4月19日星期日:AG Hotel Penang, George Town 2份点心<br />
2)【<b><span style="font-size: 16px;">股票-实际操作班】课程:</span></b><br />
10a.m. – 9p.m.,免费午餐和晚餐<br />
3月22日星期日:Silka Johor Bahru Hotel, Johor Bahru<br />
3月28日星期六:Hotel Sri Petaling, KL<br />
4月18日星期六:AG Hotel Penang, George Town<br />
有兴趣的朋友,可以电邮或PM FB page联络我<br />
email:jamesngshare@gmail.com<br />
电话/Whatsapp : 011 - 15852043<br />
Facebook Group: <a class="profileLink" data-hovercard-prefer-more-content-show="1" data-hovercard="/ajax/hovercard/group.php?id=371086966701968&extragetparams=%7B%22fref%22%3A%22mentions%22%7D" href="https://www.facebook.com/groups/jamesinvesting/?fref=mentions&__xts__%5B0%5D=68.ARB-y9TLietQiWX56zgBElPjzFqWFjivF3B6P8BGGGp4CkSmAfb0UbfgJfBFTnyr1rchGrYxPAOGrEid-sNyFKM85MLRK4YfuiZkqZpvja--SwCzI7RJ7GKgsdj1bEJux2fkEBI6qitL2N5YhLhvzw5X1C0yoDXF-vrRavPflj9eW9Us2T1b0UOKZtkHHHYHMPMPgWeILH6vVVOdKEB1hIgf4k-rhGZR3yBA3Ax5j0WRrf6JNmroQVCY4_kC3e0cOjuTAQ15U_5nH_lWpA9ZJvYwP-qlTa7a2UYgJr3oKeL61Xcs54pFv_IfMKIXKk_cchnghx4Mio541Vo2K5s6vPaN1n_XBMsjBYA&__tn__=K-R">https://www.facebook.com/groups/jamesinvesting</a><br />
这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Ft.me%2Fjoinchat%2FLhwHNhdU1fDgxrSafTrTiw%3Ffbclid%3DIwAR3j3GjEDPB2R5Elg5Gyz8-_oP5ElMRMCjjv7gurOwgaw5OQ1lobJdKZ8zM&h=AT1UK9clZA1hWzfQmjqgDfZUOo41LwopArypVgo7NfdfkuRERnJNPeN_cMcyDPT99DvBivJcoxOUhP3ChKg6oCkeN2mjRWWEaAJwXbmHIWyosc5dXpDw0XdwsE7bFG0ScVlHu0poQ9oud89Uj6DQu9W6o2yJJ0HTHh94zSq0ExVvcNNI8BH5kk-IJxkglhoHFLR25fKArv7HoaU5wtEOxhqbdbAPc-6u8mHFqd5FeE2rfl-E-I5lmBthIZFRs6ZsVhLrCrkd-7EPgTafFyccMhlU_R5ezJQPAgR3FtevRcWbaIlTnd_zOgyRAKuWxGXePpgZnkFK_s0Q5KdC518XM1EKX_0HoWPBng1TLhutqwqCvQ-hrQjZIHOQkHh2Eggr7ihSDdSd_WVXiy-Smlb3X4as_QtAvT-Zsa4uYNwfgKysm6tUsGtQZyP4909UlJt7uMTbEWSqqrx_CuTUlo-rAeqCqeOGWqQBPPCATukV0O41F5GbiuwL1BLI7uSaskH23RtVqRCUcZspGFSxteNfMuo77ZlrYvV4dpv-lnDhYLr96boQEkZYzfCSRyVg96CvaLPcpHZ2gcBzYRETIjXwfl0MvYcc3EJqd5j3Jny-S8aH-RkiZ6ppwJ_4mYJS5boTSLdJVLqXvVVVvzM" rel="noopener nofollow" target="_blank">https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw</a><br />
请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest<br />
这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。<br />
James Ng<br />
<iframe frameborder="0" height="274" scrolling="no" src="https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2Fjamesshareinvest%2Fvideos%2F564968690894210%2F" width="560"></iframe>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-71088229201061835462019-12-23T21:52:00.004+08:002020-11-12T18:37:08.219+08:00【百股经#7】马股会POP金蛋的鸟巢<br />
<a name='more'></a><br />
【百股经#7】马股会POP金蛋的鸟巢
<br />
<iframe allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/4RR0eQVdvaY" width="560"></iframe><br />https://www.youtube.com/watch?v=4RR0eQVdvaYUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-40399479445369551412019-08-28T17:57:00.001+08:002019-08-28T17:57:07.422+08:00[Facebook live video:浅谈NESTLE (4707) 雀巢Nestle Malaysia bhd (Nestle)] - James的股票投资James Share Investing<br />
<a name='more'></a><br />
<span style="font-size: 14px;"><b><span style="color: #1c1e21; font-family: "helvetica" , "arial" , sans-serif;">浅谈Nestle Malaysia bhd (Nestle)</span></b><br style="font-family: "helvetica","arial",sans-serif;" />
<span style="color: #1c1e21; font-family: "helvetica" , "arial" , sans-serif;">-----------------------------</span></span><br />
<span class="text_exposed_show" style="display: inline; font-family: "helvetica" , "arial" , sans-serif;"><span style="font-size: 14px;">James Ng Stock Pick<b> Performance:</b><br />
Since Recommended Return:<br />
<br />
a) <b>FRONTKN (FRONTKEN CORP BHD)</b>, recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.56 (dividend RM0.015) <b>in 1 year 15 days, total return is 120.3%</b><br />
<br />
b)<b> KKB (KKB ENGINEERING BHD),</b> recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.46 (dividend RM0.04)<b> in 1 year 1 month 24 day, total return is 88.7%</b><br />
<br />
c) <b>GBGAQRS (GABUNGAN AQRS BHD),</b> recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.26 <b>in 8 months 11 days, total return is 57.5%</b><br />
<br />
d) <b>ELKDESA (ELK-DESA RESOURCES BHD)</b>, recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.68 (dividend RM0.07)<b> in 9 months 9 days, total return is 37.8%</b><br />
<br />
e) <b>PESTECH (PESTECH INTERNATIONAL BHD),</b> recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.43 <b>in 2 months 23 days, total return is 37.5%</b><br />
<br />
f) <b>JAKS (JAKS RESOURCES BHD)</b>, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.76 in <b>7 months 7 days, total return is 32.2%</b><br />
<br />
g) <b>BAUTO (BERMAZ AUTO BHD)</b>, recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.31 (dividend RM0.1875) <b>in 10 months 13 days, total return is 32.1%</b><br />
<br />
h) <b>KGB (KELINGTON GROUP BHD), </b>recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) <b>in 8 months 4 days, total return is 30.4%</b><br />
<br />
i) <b>PWROOT (POWER ROOT BHD),</b> recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.96 (dividends RM0.063) <b>in 10 months 20 days, total return is 27.2%</b><br />
<br />
j) <b>MI (MI TECHNOVATION BERHAD)</b>, recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.85 (dividend RM0.01)<b> in 2 months 25 days, total return is 11.4%</b><br />
<br />
k) <b>BJFOOD (BERJAYA FOOD BHD)</b>, recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.55 (dividends RM0.04) <b>in 10 months 25 days, total return is 11.2%</b><br />
<br />
l) <b>SERBADK (SERBA DINAMIK HOLDINGS BHD)</b>, recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.30 (dividends RM0.084) <b>in 1 Year 28 days, total return is 10.7%</b><br />
<br />
我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br />
<br />
<b><span style="font-size: 16px;">预计公司每年的增长率必须> 14%</span></b><br />
<br />
我想说服读者学习基本面分析FA以便能从股市赚钱。<br />
<br />
我为想从马来西亚股票市场赚钱的读者提供<b><span style="font-size: 16px;">STOCK PICK服务</span></b>。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。<br />
<br />
1)【<b><span style="font-size: 16px;">看懂年报和季报】课程:</span></b><br />
11a.m. – 7p.m.,免费茶和咖啡<br />
<br />
9月8日星期日:Hotel Sri Petaling, KL 3份点心<br />
<br />
10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br />
<br />
12月22日星期日:AG Hotel Penang, George Town 2份点心<br />
<br />
2)【<b><span style="font-size: 16px;">股票-实际操作班】课程:</span></b><br />
10a.m. – 9p.m.,免费午餐和晚餐<br />
<br />
9月7日星期六:Hotel Sri Petaling, KL<br />
<br />
10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru<br />
<br />
12月21日星期六:AG Hotel Penang, George Town<br />
<br />
3) <b><span style="font-size: 16px;">【公司业绩分享会】:</span></b><br />
2p.m. – 7p.m.,免费茶和咖啡<br />
<br />
9月6日星期五:Hotel Sri Petaling, KL 3份点心<br />
<br />
10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br />
<br />
12月20日星期五:AG Hotel Penang, George Town 2份点心<br />
<br />
有兴趣的朋友,可以电邮或PM FB page联络我<br />
email:jamesngshare@gmail.com<br />
电话/Whatsapp : 011 - 15852043<br />
<br />
Facebook Group: <a class="profileLink" data-hovercard-prefer-more-content-show="1" data-hovercard="/ajax/hovercard/group.php?id=371086966701968" href="https://www.facebook.com/groups/jamesinvesting/" style="cursor: pointer; font-family: inherit;">https://www.facebook.com/groups/jamesinvesting</a><br />
<br />
这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Ft.me%2Fjoinchat%2FLhwHNhdU1fDgxrSafTrTiw%3Ffbclid%3DIwAR1OmQjmwxLCNBPT7EB24EWLgHPGic6ONqskewgxlkUwLuKrLgfOqSCAw4M&h=AT08r34SWg9J7EdMS16CFlg-33BqXjdbn2_ZhLXgF-vjK2fTdQo9xkSbwugFIBJMu4OEGmrAWJDkJQ7ZAG8Y8lFzmjuhsKTpIje_U71f7_zX3U57dP8p1Hc3bCApQweeyByIoQFzD_QjbW_uNvRu3wkSDm_b7LkNl68" rel="noopener nofollow" style="cursor: pointer; font-family: inherit;" target="_blank">https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw</a><br />
<br />
请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest<br />
<br />
这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。</span></span>
<br />
<span class="text_exposed_show" style="display: inline; font-family: "helvetica" , "arial" , sans-serif;"><span style="font-size: 14px;">James Ng</span></span><br />
<span class="text_exposed_show" style="display: inline; font-family: "helvetica" , "arial" , sans-serif;"><span style="font-size: 14px;"><iframe frameborder="0" height="315" scrolling="no" src="https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2Fjamesshareinvest%2Fvideos%2F491781564729339%2F" width="560"></iframe></span></span>Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-87346251031016430352019-07-09T11:07:00.000+08:002019-07-09T11:07:06.347+08:00[NESTLE (4707) 雀巢 NESTLE MALAYSIA BHD:看到马来西亚对其品牌的需求强劲,他们制定了强有力的计划,以继续实现可持续和有利可图的增长] - James的股票投资James Share Investing<br />
<a name='more'></a> [NESTLE MALAYSIA BHD:看到马来西亚对其品牌的需求强劲,他们制定了强有力的计划,以继续实现可持续和有利可图的增长]<br />
<br />
1Q19 vs 1Q18:<br />
截至2019年3月31日止的第一季度,这集团营业额增加1.6%至14.5亿令吉。考虑到2019年1月1日剥离冷冻乳制品业务,这意味着同比增长3.2%。本季度国内销售强劲增长4.9%推动营业额,这是由于春节期间强劲的销售势头所推动。<br />
<br />
营业利润从3.03亿令吉增加6%至3.22亿令吉。由于市场营销和促销支出的逐步减少以及整个供应链的效率提升,这集团的营业费用降低。因此,税前利润从2.95亿令吉增长6.1%至3.13亿令吉,反映出强劲的盈利表现,即使与2018年的第一季度相比也是如此。<br />
<br />
1Q19 vs 4Q18:<br />
第一季度,集团的营业额为14.5亿令吉,比2018年第四季度增加7.8%。这一强劲增长的动力来自节日期间有影响力的营销和推广活动。这也部分解释了他们的业务季节性,因为春节期间的强劲销售导致了第一季度的高营业额。这集团将营业利润增加1.32亿令吉(+ 69.4%)至3.22亿令吉及税前利润增加1.33亿令吉(增加73.8%)至3.13亿令吉。主要原因是营销投资和促销支出的正常减少(第四季度更高)。<br />
<br />
前景:<br />
他们看到马来西亚对其品牌的需求强劲,他们制定了强有力的计划,以继续实现可持续和有利可图的增长。他们承认,主要出口市场的商品价格上涨和需求波动较大会带来一些压力,但他们仍然有信心在2019年实现又一年的稳健业绩。<br />
-----------------------------<br />
James Ng Stock Pick Performance:<br />
Since Recommended Return:<br />
<br />
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.39 (dividend RM0.015) in 10 months 26 days, total return is 96.5%<br />
<br />
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.38 in 6 months 22 days, total return is 72.5%<br />
<br />
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 12 months 7 days, total return is 68.6%<br />
<br />
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.67 (dividend RM0.0825) in 8 months 24 days, total return is 45.6%<br />
<br />
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.79 in 5 months 18 days, total return is 37.4%<br />
<br />
f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 6 months 15 days, total return is 30.4%<br />
<br />
g) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.32 in 1 month 8 days, total return is 26.9%<br />
<br />
h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.53 (dividend RM0.035) in 7 months 20 days, total return is 23.2%<br />
<br />
i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.03) in 9 months 8 days, total return is 16.8%<br />
<br />
j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 6 months 8 days, total return is 16.5%<br />
<br />
k) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.74 (dividends RM0.063) in 9 months 1 day, total return is 13.4%<br />
<br />
l) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.69 in 3 months 14 days, total return is 9%<br />
<br />
m) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.13 in 5 months 18 days, total return is 8.7%<br />
<br />
n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.15 (dividends RM0.084) in 11 months 9 days, total return is 6.9%<br />
<br />
我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br />
<br />
预计公司每年的增长率必须> 14%<br />
<br />
我想说服读者学习基本面分析FA以便能从股市赚钱。<br />
<br />
我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系<br />
<br />
1)【股票-实际操作班】课程:<br />
10a.m. – 9p.m.,免费午餐和晚餐<br />
<br />
7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru<br />
<br />
8月10日星期六:AG Hotel Penang, George Town<br />
<br />
9月7日星期六:Hotel Sri Petaling, KL<br />
<br />
2)【看懂年报和季报】课程:<br />
11a.m. – 7p.m.,免费茶和咖啡<br />
<br />
7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br />
<br />
8月11日星期日:AG Hotel Penang, George Town 4份点心<br />
<br />
9月8日星期日:Hotel Sri Petaling, KL 3份点心<br />
<br />
3) 【公司业绩分享会】:<br />
2p.m. – 7p.m.,免费茶和咖啡<br />
<br />
7月21日星期日:Hotel Sri Petaling, KL 3份点心<br />
<br />
7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br />
<br />
8月9日星期五:AG Hotel Penang, George Town 4份点心<br />
<br />
有兴趣的朋友,可以电邮或PM FB page联络我<br />
email:jamesngshare@gmail.com<br />
电话/Whatsapp : 011 - 15852043<br />
<br />
为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 <br />
https://web.facebook.com/jamesshareinvest/posts/2316526075280800 找到公司和选股文章以及视频。<br />
<br />
James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/<br />
<br />
James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp<br />
<br />
Facebook Group: https://www.facebook.com/groups/jamesinvesting<br />
<br />
这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw<br />
<br />
请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BzrX8iSH2eQ<br />
<br />
这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。<br />
<br />
James Ng<br />
---------------------------------<br />
[NESTLE MALAYSIA BHD: They see strong demand for their brands in Malaysia and they have strong plans in place to continue generating sustainable and profitable growth]<br />
<br />
1Q19 vs 1Q18:<br />
For the first quarter ended 31 March 2019, the Group recorded a 1.6% improvement in turnover to RM1.45 billion. Factoring in the divestment of the Chilled Dairy business on 1 January 2019, this represents a solid 3.2% increase in growth year-on-year. Turnover was driven by robust domestic sales of 4.9% for the quarter, which was fuelled by strong sales momentum during the Chinese New Year festive period.<br />
<br />
Operating Profit increased by 6% from RM303 million to RM322 million. The Group recorded lower operating expenses due to phasing of marketing and promotional spends, as well as efficiency increases across the supply chain. As a result, Profit Before Tax grew by 6.1% from RM295 million to RM313 million, reflecting a strong bottom line performance even in comparison to a solid first quarter for 2018.<br />
<br />
1Q19 vs 4Q18:<br />
For the first quarter, the Group registered a turnover of RM1.45 billion, 7.8% higher than the fourth quarter of 2018. This strong growth is driven by their impactful marketing and promotional activities during the festive period. This is also partially explained by the seasonality of their business as the strong sales during the Chinese New Year period contribute to a high Q1 turnover. The Group increased Operating Profit by RM132 million (+69.4%) to RM 322 million and Profit Before Tax by RM133 million (+73.8%) to RM 313 million. Main reasons for this are the normal phasing of the marketing investments and promotional spends (higher in Q4).<br />
<br />
Prospects:<br />
They see strong demand for their brands in Malaysia and they have strong plans in place to continue generating sustainable and profitable growth. They acknowledge that there will be some pressures from higher commodity prices and more volatile demand in their main export markets but they remain confident in their ability to deliver another solid year of results in 2019.<br />
--------------------------------------------------------------------------<br />
James Ng Stock Pick Performance:<br />
Since Recommended Return:<br />
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a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.39 (dividend RM0.015) in 10 months 26 days, total return is 96.5%<br />
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b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.38 in 6 months 22 days, total return is 72.5%<br />
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c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04) in 12 months 7 days, total return is 68.6%<br />
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d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.67 (dividend RM0.0825) in 8 months 24 days, total return is 45.6%<br />
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e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.79 in 5 months 18 days, total return is 37.4%<br />
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f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 6 months 15 days, total return is 30.4%<br />
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g) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.32 in 1 month 8 days, total return is 26.9%<br />
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h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.53 (dividend RM0.035) in 7 months 20 days, total return is 23.2%<br />
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i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.03) in 9 months 8 days, total return is 16.8%<br />
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j) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 6 months 8 days, total return is 16.5%<br />
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k) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.74 (dividends RM0.063) in 9 months 1 day, total return is 13.4%<br />
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l) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.69 in 3 months 14 days, total return is 9%<br />
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m) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.13 in 5 months 18 days, total return is 8.7%<br />
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n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.15 (dividends RM0.084) in 11 months 9 days, total return is 6.9%<br />
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:<br />
<br />
the forecasted growth of a company must > 14% per year<br />
<br />
I wish to convince readers to learn FA in order to make money from stock market.<br />
<br />
I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/<br />
<br />
In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2316526075280800 by date.<br />
<br />
James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/<br />
<br />
James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp<br />
<br />
Facebook Group: https://www.facebook.com/groups/jamesinvesting<br />
<br />
This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.<br />
<br />
James Ng<br />
<br />
https://klse.i3investor.com/blogs/general/214194.jsp<br />
<br />
<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-35902297588169529242019-06-24T18:03:00.002+08:002019-06-24T18:03:53.743+08:00[Facebook live:浅谈Nestle Malaysia bhd (Nestle)] - James的股票投资James Share Investing<br />
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<span style="font-size: 14px;"><b><span style="color: rgb(28 , 30 , 33); font-family: "helvetica" , "arial" , sans-serif;">浅谈Nestle Malaysia bhd (Nestle)</span></b><br style="font-family: "helvetica","arial",sans-serif;" />
<span style="color: rgb(28 , 30 , 33); font-family: "helvetica" , "arial" , sans-serif;">-----------------------------</span></span><br />
<span class="text_exposed_show" style="display: inline; font-family: "helvetica" , "arial" , sans-serif;"><span style="font-size: 14px;">James Ng Stock Pick <b>Performance:</b><br />
Since Recommended Return:<br />
<br />
a) <b>FRONTKN (FRONTKEN CORP BHD)</b>, recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.33 (dividend RM0.015) <b>in 10 months 9 days, total return is 88.1%</b><br />
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b) <b>GBGAQRS (GABUNGAN AQRS BHD)</b>, recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42<b> in 6 months 5 days, total return is 77.5%</b><br />
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c) <b>KKB (KKB ENGINEERING BHD)</b>, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.30 (dividend RM0.04)<b> in 11 months 20 days, total return is 68.6%</b><br />
<br />
d) <b>BAUTO (BERMAZ AUTO BHD</b>), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825)<b> in 8 months 7 days, total return is 41.9%</b><br />
<br />
e) <b>KGB (KELINGTON GROUP BHD),</b> recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.008) <b>in 5 months 29 days, total return is 34.5%</b><br />
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f) <b>JAKS (JAKS RESOURCES BHD)</b>, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.75 in <b>5 months 1 day, total return is 30.4%</b><br />
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g) <b>ELKDESA (ELK-DESA RESOURCES BHD</b>), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.50 (dividend RM0.035) <b>in 7 months 3 day, total return is 20.9%</b><br />
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h) <b>BJFOOD (BERJAYA FOOD BHD</b>), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.63 (dividends RM0.03)<b> in 8 months 22 days, total return is 16.1%</b><br />
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i) <b>VIZIONE (VIZIONE HOLDINGS BHD)</b>, recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.965 <b>in 5 months 22 days, total return is 13.5%</b><br />
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j) <b>HSSEB (HSS ENGINEERS BHD</b>), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.17 <b>in 5 months 1 day, total return is 12.5%</b><br />
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k) <b>SWKPLNT (SARAWAK PLANTATION BHD)</b>, recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.74 <b>in 2 months 28 days, total return is 12.3%</b><br />
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l) <b>HUAYANG (HUA YANG BHD)</b>, recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.425 <b>in 4 months 4 days, total return is 6.3%</b><br />
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m) <b>SERBADK (SERBA DINAMIK HOLDINGS BHD)</b>, recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.08 (dividends RM0.084)<b> in 10 months 23 days, total return is 5.2%</b><br />
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n) <b>MI (MI TECHNOVATION BERHAD)</b>, recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.73 in <b>21 days, total return is 4.2%</b><br />
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我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br />
<br />
<b><span style="font-size: 16px;">预计公司每年的增长率必须> 14%</span></b><br />
<br />
我想说服读者学习基本面分析FA以便能从股市赚钱。<br />
<br />
我为想从马来西亚股票市场赚钱的读者提供<b><span style="font-size: 16px;">STOCK PICK服务</span></b>。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 <a class="profileLink" data-hovercard-prefer-more-content-show="1" data-hovercard="/ajax/hovercard/page.php?id=1981488095451268&extragetparams=%7B%22eid%22%3A%22ARDZ4tZ1K2tgcXxqhREEi83Y6dIaKnEuLxRIxDWYhoiD3U0ZecGDjzvFx2XswtORYZ6sPJXqgp_-pqFz%22%2C%22fref%22%3A%22tag%22%7D" href="https://www.facebook.com/jamesshareinvest/?eid=ARDZ4tZ1K2tgcXxqhREEi83Y6dIaKnEuLxRIxDWYhoiD3U0ZecGDjzvFx2XswtORYZ6sPJXqgp_-pqFz&fref=tag" style="cursor: pointer; font-family: inherit;">https://web.facebook.com/jamesshareinvest/</a> 与我联系<br />
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1)【<b><span style="font-size: 16px;">股票-实际操作班】课程:</span></b><br />
10a.m. – 9p.m.,免费午餐和晚餐<br />
<br />
7月14日星期日:AG Hotel Penang, George Town<br />
<br />
7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru<br />
<br />
9月7日星期六:Hotel Sri Petaling, KL<br />
<br />
2)【<b><span style="font-size: 16px;">看懂年报和季报】课程:</span></b><br />
11a.m. – 7p.m.,免费茶和咖啡<br />
<br />
7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br />
<br />
8月11日星期日:AG Hotel Penang, George Town 4份点心<br />
<br />
9月8日星期日:Hotel Sri Petaling, KL 3份点心<br />
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3) 【<b><span style="font-size: 16px;">公司业绩分享会】:</span></b><br />
2p.m. – 7p.m.,免费茶和咖啡<br />
<br />
7月13日星期六:AG Hotel Penang, George Town 4份点心<br />
<br />
7月21日星期日:Hotel Sri Petaling, KL 3份点心<br />
<br />
7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br />
<br />
有兴趣的朋友,可以电邮或PM FB page联络我<br />
email:jamesngshare@gmail.com<br />
电话/Whatsapp : 011 - 15852043<br />
<br />
为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这<br />
<a href="https://www.facebook.com/jamesshareinvest/posts/2302632626670145" style="cursor: pointer; font-family: inherit;">https://web.facebook.com/jamesshareinvest/posts/2302632626670145</a>找到公司和选股文章以及视频。<br />
<br />
James的股票投资James Share Investing Blog: <a data-ft="{" data-lynx-mode="asynclazy" href="https://l.facebook.com/l.php?u=https%3A%2F%2Fklse.i3investor.com%2Fblogs%2Fgeneral%2F%3Ffbclid%3DIwAR0CdtrZEi-o-1Mn_93GAm2JyQRpu0Bzw5ZegB5qMGljZsrLxYtue-4xPhg&h=AT3pnpVjiYCRe_KNec5mFG8CtoMvW72Fe_kTNEa-qsvteNhNO4m_KpkhGZu2IDUlFXheA5JDmmLB1bFXxKsnD1nVPuJC-irmCjFtxQ1Ro_VLXmKcaguooalEGnaCZJTURya6Brcap_u5YRP8TFLYsQ" rel="noopener nofollow" style="cursor: pointer; font-family: inherit;" target="_blank">https://klse.i3investor.com/bl…/general/</a><br />
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这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: <a data-ft="{" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Ft.me%2Fjoinchat%2FLhwHNhdU1fDgxrSafTrTiw%3Ffbclid%3DIwAR016Y553YliA-Zj-mahtm01wIx-Ci4WeYY0DfYwqrzda-OLubumceoo3dI&h=AT3eOagkDoAVs7-4DNooexeHu5ZFQJBZU9RVbr9PYIroC-PhOW5MwiMwA6Yq8qXG0hdJIW8KqkxwqZUFAiev_6jyiqiR5gdOLXE2rwVPXO6ba2xc4Q20zoQAd2RPFcHUpyr4p33Crs6mSkYKOD7FJo6oXqnOcEPxo_0" rel="noopener nofollow" style="cursor: pointer; font-family: inherit;" target="_blank">https://t.me/joi…/LhwHNhdU1fDgxrSafTrTiw</a><br />
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这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。</span></span>
<br />
<span class="text_exposed_show" style="display: inline; font-family: "helvetica" , "arial" , sans-serif;"><span style="font-size: 14px;">James Ng</span></span><br />
<span class="text_exposed_show" style="display: inline; font-family: "helvetica" , "arial" , sans-serif;"><span style="font-size: 14px;"><iframe frameborder="0" height="315" scrolling="no" src="https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2Fjamesshareinvest%2Fvideos%2F362579348006937%2F" width="560"></iframe></span></span><br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-59906898085954721642019-05-02T07:58:00.000+08:002019-05-02T07:58:00.082+08:00NESTLE (4707) 雀巢 股东大会 25-04-2019 @ Hilton Kuala Lumpur <br />
<a name='more'></a>26号早上10点钟,是nestle的股东大会,说老实的,我的nestle最少也买了4-5年了,但是我去年才是第一次去出席他的股东大会,之前没去的原因是我忙碌,而且股数不多的缘故,去不去貌似都无伤大雅,不过自从去年去了一趟后就爱上他了,因为可以骗免费milo喝XD,不是,应该是了解公司详情才对~。~,好啦,这些就是今天股东大会的一些重点。。<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLYFim9NgvFjJV9otXsX4bfA0EuKGMQycjqgtk9AHhtY2-Wp5S2gFEWHPnt-GGCfEoJYhJJI8w6Id4EcdSKuSLwYr4bb2Qd7XpKUfZaZv6f7mj3GQ18hyphenhyphenWlQnK3eVzNq8vL1ie/s1600/nestle+agm+%25284%2529.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1200" data-original-width="1600" height="480" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgLYFim9NgvFjJV9otXsX4bfA0EuKGMQycjqgtk9AHhtY2-Wp5S2gFEWHPnt-GGCfEoJYhJJI8w6Id4EcdSKuSLwYr4bb2Qd7XpKUfZaZv6f7mj3GQ18hyphenhyphenWlQnK3eVzNq8vL1ie/s640/nestle+agm+%25284%2529.jpg" width="640" /></a></div>
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出席股东大会人士请往右边~。~</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnNHH6tDQhQoflRtBV31wEdXI7pLWy8CNmNUa-_nd7ucPxtXbryGfe9DhWM8f-mCfZfoquovcaatg8rHLqrY7ImR0ujTx6FNR3YVPV1btXJKN3MM5j00j96QCpsByYYi_6WJ3u/s1600/NESTLE+%25281%2529.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1600" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnNHH6tDQhQoflRtBV31wEdXI7pLWy8CNmNUa-_nd7ucPxtXbryGfe9DhWM8f-mCfZfoquovcaatg8rHLqrY7ImR0ujTx6FNR3YVPV1btXJKN3MM5j00j96QCpsByYYi_6WJ3u/s640/NESTLE+%25281%2529.jpg" width="480" /></a></div>
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9点多来到这里已经人头涌涌了,根据大会消息,今天登记的股东总共1400多人左右。(不过出席听的恐怕没那么多,大部分都是拿了礼物后就跑路了)</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCULYiitsdtmXsInI2Z6Qsi2i59w1wO_4SEqdxrp5ki5UdI9kBu4Nii0PI2A6KK9w0K3MEMH1MUknwKs66IFhRh16w4ntaOsRBBg2SEmYuE4ta_WOw3Im20cyzliApu9gBo8w3/s1600/NESTLE+%25282%2529.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1600" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCULYiitsdtmXsInI2Z6Qsi2i59w1wO_4SEqdxrp5ki5UdI9kBu4Nii0PI2A6KK9w0K3MEMH1MUknwKs66IFhRh16w4ntaOsRBBg2SEmYuE4ta_WOw3Im20cyzliApu9gBo8w3/s640/NESTLE+%25282%2529.jpg" width="480" /></a></div>
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这个strawberi的牛奶sibeh好喝叻,我平时都不喝的,早知道喝多两杯。。</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgdNuAloOFFXRbgN3-pEsBlEkruM0U_sqaCaC6uF74Up6nN4oECuGWsKXFLXUtskSDJaNvtPw0l8bdJv31kZScaotlkac_N4y1owEkzAnLcMhgJzk9-aQchdf76mF0kNdsGWV1_/s1600/NESTLE+%25283%2529.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1600" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgdNuAloOFFXRbgN3-pEsBlEkruM0U_sqaCaC6uF74Up6nN4oECuGWsKXFLXUtskSDJaNvtPw0l8bdJv31kZScaotlkac_N4y1owEkzAnLcMhgJzk9-aQchdf76mF0kNdsGWV1_/s640/NESTLE+%25283%2529.jpg" width="480" /></a></div>
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这个上次我去旅游的时候有买过一盒来吃,辣到没朋友,今天超过9点半到现场又不给我早餐,所以唯有吃两口面糊口,吃完超辣的tomyam后顺便过去喝牛奶解辣,settle咯,不过tomyam口味的超辣面蛮好吃的,可以试试。</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhOhG4r3K9MgJxkd5uXW3gmigZq0h652nV5Z9R4LQJ6q6PNUpgz_yME3loSmJSIuFtQltVUJGLw4C39fC5FucIXNM91nT8sHbeVpT4V93BMqpoqFAX1zXNGOgHS5DVTNRzCDGiG/s1600/NESTLE+%25284%2529.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1600" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhOhG4r3K9MgJxkd5uXW3gmigZq0h652nV5Z9R4LQJ6q6PNUpgz_yME3loSmJSIuFtQltVUJGLw4C39fC5FucIXNM91nT8sHbeVpT4V93BMqpoqFAX1zXNGOgHS5DVTNRzCDGiG/s640/NESTLE+%25284%2529.jpg" width="480" /></a></div>
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免费试喝nescafe,不过我没喝。。</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgn4GfKMJMLqX-TQAhfdyoS-yAupz6wDJ490zBSJNctNteCdCwO0AfTiHx_z5Qu-WxW8Da_zabUu99d7VReCvfDvGyjJROnQa1Vh10dDjtroYwH2JN9aji8dmSCAWqK4fLaBKD8/s1600/NESTLE+%25285%2529.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1600" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgn4GfKMJMLqX-TQAhfdyoS-yAupz6wDJ490zBSJNctNteCdCwO0AfTiHx_z5Qu-WxW8Da_zabUu99d7VReCvfDvGyjJROnQa1Vh10dDjtroYwH2JN9aji8dmSCAWqK4fLaBKD8/s640/NESTLE+%25285%2529.jpg" width="480" /></a></div>
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这个是糙米麦片饮,应该蛮好喝的,但是我也没喝到。。</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEit9yqLZ6iIlFbHEj_cnzuyajCx0xI-1Ury_EFK6WDzCHGQkQYxXgDNJXgADYbbpT3jUNfVcXDE05z4Gv4VoJ8nCQ5FXOSJyk5d6RH-6Nkj9aKAtT-wSmddDJVbK0APA1WklW-G/s1600/NESTLE+%25286%2529.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1200" data-original-width="1600" height="480" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEit9yqLZ6iIlFbHEj_cnzuyajCx0xI-1Ury_EFK6WDzCHGQkQYxXgDNJXgADYbbpT3jUNfVcXDE05z4Gv4VoJ8nCQ5FXOSJyk5d6RH-6Nkj9aKAtT-wSmddDJVbK0APA1WklW-G/s640/NESTLE+%25286%2529.jpg" width="640" /></a></div>
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这个是大马nestle的杀手锏咯。。milo。。满身期待的去试喝,结果。。就是家里泡的味道,不是我想象的milo车味道T.T,还拿了两杯,一杯减糖一倍原装。。</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhYNZUwVaorfj8liinGjiXoiJAxirK55Mc6hlJibAXm_CVbcfz6UN7E195AZoGnhWozXe1Uv9M5y_5YVSZo5gOvZxJgUKQWYoCIRqGFuRThewNgrD8fOTSGtRuG0o6iVQrGAs7Q/s1600/NESTLE+%25287%2529.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1600" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhYNZUwVaorfj8liinGjiXoiJAxirK55Mc6hlJibAXm_CVbcfz6UN7E195AZoGnhWozXe1Uv9M5y_5YVSZo5gOvZxJgUKQWYoCIRqGFuRThewNgrD8fOTSGtRuG0o6iVQrGAs7Q/s640/NESTLE+%25287%2529.jpg" width="480" /></a></div>
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迟到了迟到了,赶着进场听会议做功课。。结果。。他奶奶的,不允许我拍照,那么我要怎么分享我的功课呢=。=</div>
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算了算了,就用文字取代吧~。~</div>
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<span style="color: blue;"><b>-新ceo的口音有点难听。不过他为了融入大马,所以久不久会丢出一句马来文。个人对于这样的心态是给与正面评价的。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-milo在大马是全世界最多销量的国家。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-大马nestle也是除了中美外,全世界排行第三大的市场。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-pedas giler面的市占率是高达40.1%,那么高吗?是市场没有其他超辣面选择的缘故吧?</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-公司开了一家新的咖啡店叫Nespresso,坐落在吉隆坡的the garden mall,做么我没看过的,得空要去看看了。。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-omega plus的降低胆固醇牛奶市占率是高达 43.7%哦</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-去年双十一的时候,nestle 在shopee的销量是去年的 4倍,不过管理层也有表示,目前的网络行销依然还是很小,比例不显著,虽然成长速度很快。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-在马来西亚的零售市场,Nestle产品是第一名的,市占率为15.7%,紧追其后的是F&N,市占率才6.9%。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-2019年的capex预计是220m,比2018年的147m为多。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-mswg 和epf问的问题 管理层的回复都比较表面,没有太深入的解答到问题,所以我们也不记录。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-依我看来,管理层没有派发红股或拆股的想法,虽然管理层都说会考虑股东意见。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-nestle几个月前被sue,管理层认为对方的理论是不成立的,律师也有提供了说nestle有足够的理据支撑,不过管理层不方便讲太多,毕竟目前还在审讯阶段。</b></span><br />
<span style="color: blue;"><b><br /></b></span>
<span style="color: blue;"><b>-milo没被最新的糖税影响。</b></span><br />
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过后就到了投票时段,大股东已经有72%股份,所以基本上投票程序是例行公事,肯定是过的,有鉴于此,我也不浪费时间,直接回家。值得一提,今年的门礼比去年轻了很多。<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjRuNG4oOAFr6YzVkJ8kirFjGxRIsTBcVu9EMjOK4oLE_ZoXnUA-0uHRWrDo2tRl5iU8NUsrZEJeloA5Im897468MQ1WrUiJEQgAtFjkv78m67KdSw4aTWEUjlGgryydMAUU_Dj/s1600/WhatsApp+Image+2019-04-25+at+10.40.49.jpeg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="768" data-original-width="1024" height="480" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjRuNG4oOAFr6YzVkJ8kirFjGxRIsTBcVu9EMjOK4oLE_ZoXnUA-0uHRWrDo2tRl5iU8NUsrZEJeloA5Im897468MQ1WrUiJEQgAtFjkv78m67KdSw4aTWEUjlGgryydMAUU_Dj/s640/WhatsApp+Image+2019-04-25+at+10.40.49.jpeg" width="640" /></a></div>
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由于懒惰拍照,所以照片是分享于investtalk的2323弟兄~。~</div>
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今年的门礼(对比起来好像没变少叻,怎么变轻了呢?)应该是我最近操得太fit,所以变有力了~。~(臭爱啦=。=)</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhvNLhvsse0YaxDTrqbzZOlWmGOy75EPUNKuuDSdmMMQalooNugcVceheZdxsMW7uYoBxspoqtm2WBkbQsoyTLdSmBsuzs5kre2T8fKhQ5d4L0V54eaDOKQhLgyyimOfNmky5k7/s1600/nestle+agm+%252844%2529.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1600" data-original-width="1200" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhvNLhvsse0YaxDTrqbzZOlWmGOy75EPUNKuuDSdmMMQalooNugcVceheZdxsMW7uYoBxspoqtm2WBkbQsoyTLdSmBsuzs5kre2T8fKhQ5d4L0V54eaDOKQhLgyyimOfNmky5k7/s640/nestle+agm+%252844%2529.jpg" width="480" /></a></div>
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去年的门礼</div>
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<b><span style="color: blue; font-size: large;">总结</span></b></div>
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今年其实我依然维持着去年的看法,我觉得NESTLE的品牌几乎已经做到无暇可击了,而且旗下许许多多的品牌也分别做得有声有色,犹如MILO,KIT
KAT,
MAGGI等等,都是家喻户晓的品牌,马来西亚的每家每户几乎都会有MAGGI面啊,MILO啊等等,所以这些产品几乎是相等于必需品了,基本上没有哪一个马来西亚人的生意他做不了,既然如此,基本上这家公司长远来说,都会非常好的前景。但是,如果以成长率对比目前的本益比来说,基本上股价显得非常昂贵,不是说百多块很贵,而是股价里头的PE代表着我们对他的期望,但是期望很大,他的成长却没有我们期望中来得大,所以这是他美中不足的地方,那么什么价钱才值得大力买呢?基本上我都不敢写,因为我知道,这个价钱几乎是不可能的任务呢。。不过我呢,还会继续持有手中的NESTLE,当是每年拿MILO的一张会员证吧~。~</div>
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<br />http://windscopo.blogspot.com/2019/05/nestle-25-04-2019-hilton-kuala-lumpur.html<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-28575580239515221902019-04-14T11:05:00.002+08:002019-04-14T11:05:56.540+08:00估值昂贵 乳价上涨 消费股前景黯淡<br />
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<img class="img-responsive" src="http://www.enanyang.my/wp-content/uploads/contentdir/image/278278/190414x1101.JPG" style="width: 300px;" /><br />(吉隆坡13日讯)由于股价估值昂贵、乳制品起价加上消费低迷等多重不利因素,有分析员看淡消费股,并将消费领域的投资评级下修至“减持”。<br /><br />大华继显研究分析员在报告中指出,目前消费股的本益比大致上都高于历史水平。虽然宏观零售销售前景依然稳健,但超市行情不佳以及乳制品价格飙涨将拖累消费领域。<br /><br />分析员点出,根据大马零售调查行报告,去年销售增长仅有3.9%,较该行的预期4.1%低,主要归咎超市销售按年跌5%。<br /><br />“可支配开销看起来是减少了,因为生活成本高涨,但薪资增长却不高。”<br /><br />马零售调查行预计,由于今年首2个月的销售黯淡,超市全年的销售按年会跌7.6%。这也意味着,永旺(AEON,6599,主板消费股)首季的业务情况可能相当严峻。<br /><br />星狮子母牌影响深<br /><br />另外,分析员指出,乳制品的价格按年已经涨超过20%。由于气候问题,一些重要牛乳出产国的产量放缓,加上亚洲区需求高涨,导致乳价高居不下。<br /><br />受影响最深的将会是星狮集团(F&N,3689,主板消费股)和子母牌(DLADY,3026,主板消费产品股)。<br /><br />“我们早前预测的奶粉成本为每吨2004美元。该成本每高出2004美元的10%,我们都会将星狮集团下财年每股净利预测下砍20%。”<br /><br />首选喜力大马<br /><br />其他个股方面,大华继显研究的首选消费股喜力大马(HEIM,3255,主板消费股)在过去3个月股价已经攀涨20%,促使分析员将投资评级从“买入”下修至“守住”。<br /><br />建议卖雀巢和全利<br /><br />此外,分析员也建议卖出雀巢(NESTLE,4707,主板消费产品股)和全利资源(QL,7084,主板消费产品股)。<br /><br />按照今财年本益比预测,雀巢和全利资源的估值已经分别高达51.2倍和41.8倍,高过5年历史平均数。<br /><br />英美烟草(BAT,4162,主板消费股)也在面对来自烟草替代品的竞争,以及重大的监管风险。<br /><br />综上所述,考虑到消费股估值昂贵、乳制品起价加上可支配消费不振,大华继显研究将消费领域的投资评级,由“持股观望”下修至“减持”。<br /><br /><br /><br />http://www.enanyang.my/news/20190414/%E4%BC%B0%E5%80%BC%E6%98%82%E8%B4%B5-%E4%B9%B3%E4%BB%B7%E4%B8%8A%E6%B6%A8br-%E6%B6%88%E8%B4%B9%E8%82%A1%E5%89%8D%E6%99%AF%E9%BB%AF%E6%B7%A1/<br /></div>
Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-55998989448493423662019-03-22T12:16:00.001+08:002019-03-22T12:16:41.270+08:00[Facebook live:浅谈Nestle Malaysia bhd (Nestle)] - James的股票投资James Share Investing<br />
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<b>浅谈Nestle Malaysia bhd (Nestle)</b><br />
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James Ng Stock Pick <b>Performance:</b><br />
Since Recommended Return:
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a) <b>GBGAQRS (GABUNGAN AQRS BHD)</b>, recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.25 <b>in 3 months 5 days, total return is 56.3%</b></div>
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b) <b>KKB (KKB ENGINEERING BHD)</b>, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.24<b> in 8 months 20 days, total return is 56%</b></div>
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c) <b>FRONTKN (FRONTKEN CORP BHD)</b>, recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.95 (dividend RM0.015)<b> in 7 months 9 days, total return is 35%</b></div>
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d) <b>JAKS (JAKS RESOURCES BHD)</b>, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.77 in <b>1 month 27 days, total return is 33.9%</b></div>
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e) <b>KGB (KELINGTON GROUP BHD)</b>, recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 in <b>2 months 26 days, total return is 30.6%</b></div>
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f) <b>BAUTO (BERMAZ AUTO BHD</b>), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.32 (dividend RM0.0375)<b> in 5 months 7 days, total return is 24.7%</b></div>
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g) <b>BJFOOD (BERJAYA FOOD BHD)</b>, recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.02)<b> in 5 months 20 days, total return is 16.1%</b></div>
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h) <b>VIZIONE (VIZIONE HOLDINGS BHD)</b>, recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.97 <b>in 2 months 22 day, total return is 14.1%</b></div>
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i) <b>ELKDESA (ELK-DESA RESOURCES BHD)</b>, recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) <b>in 4 months 3 days, total return is 11.4%</b></div>
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j) <b>HSSEB (HSS ENGINEERS BHD)</b>, recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.14 <b>in 1 month 29 days, total return is 9.6%</b></div>
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我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):</div>
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<b><span style="font-size: 16px;">预计公司每年的增长率必须> 14%</span></b></div>
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我想说服读者学习基本面分析FA以便能从股市赚钱。</div>
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我为想从马来西亚股票市场赚钱的读者提供<b><span style="font-size: 16px;">STOCK PICK服务</span></b>。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 <a class="profileLink" data-hovercard-prefer-more-content-show="1" data-hovercard="/ajax/hovercard/page.php?id=1981488095451268&extragetparams=%7B%22__tn__%22%3A%22%2CdK-R-R%22%2C%22eid%22%3A%22ARDlkKBoEblCTAJoddw7_luOmNCTkn28101VPGnee0lwqRS-hogSVYslCFhyxnjOHAauObIg4zeUja-X%22%2C%22fref%22%3A%22mentions%22%7D" href="https://www.facebook.com/jamesshareinvest/?__tn__=K-R&eid=ARDlkKBoEblCTAJoddw7_luOmNCTkn28101VPGnee0lwqRS-hogSVYslCFhyxnjOHAauObIg4zeUja-X&fref=mentions&__xts__%5B0%5D=68.ARBsEydLgSvfrf4e48zkEAd9_qQtW7cUdOVe--8ZAvJ2y_Y4ye4Yp4QbOCT_4ZFO7gSdvtNdY5upDcQi_2O8THNWL_PArHHHBxEhEctbK9GPWGZa0b8eVcKBe-Eu-POAarxCEGKRu1-ZvJZQ10e85_DEmpifFMo8VviTKoSA494M0-BvD1BOl5SBldl5k7wpy7BWpUp-dzoggx1z9LAJJqw9yKzTBc19K73_Oa24YJzesSWR3pHyh8ey8aXLb-SUmus3jFyeS5HNJHlIrKzMpqYDwsYNoDSacjcGEUVep3uSQCI5ptGmo67cWUAAsYjsZuCeB62Y-yws1CodtfQQdp5vVd5O5PTgc9E" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;">https://web.facebook.com/jamesshareinvest/</a> 与我联系</div>
<div style="font-family: inherit; margin: 6px 0px;">
<b><span style="font-size: 16px;">【看懂年报和季报】课程</span></b><br />
时间:11a.m. – 7p.m</div>
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日期:4月21日星期日<br />
地点:G Inn Hotel, George Town (Penang)</div>
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日期:4月28日星期日<br />
地点:Silka Johor Bahru Hotel, Johor Bahru (包括免费点心,茶和咖啡)</div>
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日期:5月26日星期日<br />
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)</div>
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有兴趣的朋友,可以电邮或PM FB page联络我<br />
email:jamesngshare@gmail.com<br />
电话/Whatsapp : 011 - 15852043</div>
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为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这<br />
<a href="https://www.facebook.com/jamesshareinvest/posts/2218984575034951?__xts__%5B0%5D=68.ARBsEydLgSvfrf4e48zkEAd9_qQtW7cUdOVe--8ZAvJ2y_Y4ye4Yp4QbOCT_4ZFO7gSdvtNdY5upDcQi_2O8THNWL_PArHHHBxEhEctbK9GPWGZa0b8eVcKBe-Eu-POAarxCEGKRu1-ZvJZQ10e85_DEmpifFMo8VviTKoSA494M0-BvD1BOl5SBldl5k7wpy7BWpUp-dzoggx1z9LAJJqw9yKzTBc19K73_Oa24YJzesSWR3pHyh8ey8aXLb-SUmus3jFyeS5HNJHlIrKzMpqYDwsYNoDSacjcGEUVep3uSQCI5ptGmo67cWUAAsYjsZuCeB62Y-yws1CodtfQQdp5vVd5O5PTgc9E&__tn__=K-R" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;">https://web.facebook.com/jamesshareinvest/posts/2218984575034951</a>找到公司和选股文章以及视频。</div>
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James的股票投资James Share Investing Blog: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Fklse.i3investor.com%2Fblogs%2Fgeneral%2F%3Ffbclid%3DIwAR1woimQzjayHrKt7KwNDgQBXPF5FobEBtEQo0pANIadLKVEQcf1m3juWZM&h=AT1AjEERL3ZBoggjhIBLVUf8wU8c1M5-GHL8B1-9AvoLjiQZPXKVjiygdYpLgUepK_rDtf5Mttf5RVinazF3GlL8MM7usoK7vuef_25w4_pdBqg2ThqNATk8yEtpfypPYo04FEpRpeG5mY1a0S_cWHHcG9lBOGKDgNR7VIAosnvBw8d87GmPi9tWBnO6uRnPaGna6ALn5lAsAf9tfCK6n9wYejlQqPTVHqd3QwwPNgj1poU_yJiQUPQwppzmZm-KBJe1U0o1pNmmLik9nTCnA-kv4iyDBaywJS9Cx5_V5aQZGfBPnyY_-P0g5qdXaloKoFMxBrArhKl1RBn2i0CtMXGNy5K9s7sIC12BytgtkT2j47sSsh-WN_JJ3VS-luEg0-EuBQt6tWjFJTpzI-WJjTZs1vJ8Qqwsba3SVkGkPNPdJfpRB7ltQnW-mFCqDTyrVtFXfOqUJkEB7XnP6prAV9kCrcVZ_q-AZdLGZmlhssa4FbjhoXOf5BqRXtZwF6mJ9NODHoq--QnvZfHI-VLcE-lFQD_V6rza_FlXsHKvmcFC4uwVv3I4T6RxJd3kSNQA18xClu7OlcWnb8FSQrP9z_RnOSyuZDtWrWoKVnKtKi-QWhVJO7Zrp0CuHiveu8Ds5S7PIMN3tKaHPf_TkeAEM-TkZkdiLPs" rel="noopener nofollow" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;" target="_blank">https://klse.i3investor.com/blogs/general/</a></div>
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James的股票投资James Share Investing Blog Index: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Fklse.i3investor.com%2Fblogs%2Fgeneral%2Fblidx.jsp%3Ffbclid%3DIwAR3jhGx2EfdoZRVdiuDUvZRRs52dXkb8ImcZRORtCzPScJUzkN22kxfg94w&h=AT1A2AXCfl8zGOOAEcCxkNlpf-hfe0XRBpz20g34VIUhZwHZVqH9XFw5bM1g8I5yIG4i1Lfyg9w3IjBhr24P1VqhfbFqrkQ79xGZVhJ4tXEErB9-2HGm69HFPZbnHvNPLESsY8YyuimYNBcgMHmUdDXo9mSMblU9NRTzSHg2BWijMZBfHgIhxOFsWKQH32sRsOldTcDJAlgOIvRTZDUc9fB3Kxg8IpqWe8f6RIzr28Qg4Rszgc6UanfZ8Rdut72KV62iyRUI4IIH7KJ-Plwbj45dBlQGFRjDcaM-02lg5kP7piZfrFARjRLvY0Rzw4lxSTp0gVITwFrwp5ttqBUMZ1kpoGc0c_WVg4PBoXQjXIaWuvEJ_UWOEQFYFZnIsFd3bwEHUT63A0U1x0RiZdZpP7y1p96EpA7h6ta9eCCREennkrM2dtdvTZQwsg8ncoyYuptMb7vk8_3U5mmTmDHw4jmJ4tdQYGX30AjRjknpJ9xiO5rp38g37FxFJq7GrPHJkv2vhm4JsBw3YQ5OKLzQUg3Y-6TJw1JG--Uu-l4AkGy61Hmjph10JMDpurTD_IgaIyshN253tVT50UL28Xe3jZTxHWtCt3xVACuST-IvhyRBlwptJzNNPb1C_VonJb8oWsXew5b7QGTEgr-lQVTx22kMD7ALrac" rel="noopener nofollow" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;" target="_blank">https://klse.i3investor.com/blogs/general/blidx.jsp</a></div>
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Facebook Group: <a class="profileLink" data-hovercard-prefer-more-content-show="1" data-hovercard="/ajax/hovercard/group.php?id=371086966701968&extragetparams=%7B%22fref%22%3A%22mentions%22%7D" href="https://www.facebook.com/groups/jamesinvesting/?fref=mentions&__xts__%5B0%5D=68.ARBsEydLgSvfrf4e48zkEAd9_qQtW7cUdOVe--8ZAvJ2y_Y4ye4Yp4QbOCT_4ZFO7gSdvtNdY5upDcQi_2O8THNWL_PArHHHBxEhEctbK9GPWGZa0b8eVcKBe-Eu-POAarxCEGKRu1-ZvJZQ10e85_DEmpifFMo8VviTKoSA494M0-BvD1BOl5SBldl5k7wpy7BWpUp-dzoggx1z9LAJJqw9yKzTBc19K73_Oa24YJzesSWR3pHyh8ey8aXLb-SUmus3jFyeS5HNJHlIrKzMpqYDwsYNoDSacjcGEUVep3uSQCI5ptGmo67cWUAAsYjsZuCeB62Y-yws1CodtfQQdp5vVd5O5PTgc9E&__tn__=K-R" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;">https://www.facebook.com/groups/jamesinvesting</a></div>
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这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: <a data-ft="{"tn":"-U"}" data-lynx-mode="async" href="https://l.facebook.com/l.php?u=https%3A%2F%2Ft.me%2Fjoinchat%2FLhwHNhdU1fDgxrSafTrTiw%3Ffbclid%3DIwAR0w5N9fPSiEr-uIzwyeQziAZF8FUMpW4hz7LN8MKmvpOhe_pSaKrwyJv30&h=AT0uUX2a424hSlzszp4AE7e0sE2MGHUQqMqXcXbclmK32_66alQffBVf45rJolEL640rHj2UivWUrIjFtz5bI-jqVgOCDlH_UCuoAQH2IbAWara3u9zsKr3v1n0WVMAyW0WqfX-D4_Xkujb8EdYQMTH2175X6zP95hLINIruoz7HyxBhg0gFxJQAQ_Vt9QEBwzDBVtnDf3P2vs4UCbKrPQVdOjogx92URec1rxOcUbq_nTOF1qfq58Lu-S-oUMj14G7wFsIulf54YpSfTsogwf4UUxN93K6dUQVkMJ3rT5HfAJW1P5ALTNpvFTvMaDzENugTiaqFmWkmORBHdReTuNtY3NnBTYw7P6tfN-fFaNYouMQfk7PYuwXLEKGGZ_fJ41XHL1AkugAGpk2hrS2HMjcYtyQl1zTkOFaRxBIeKljn5RL1bH3pHn6Br-4eATWPmX5oc4JWuEqyTJQ6UP19wJNgYPXn3hyAB2dOlcvwSyFsC0o0bTLyawjtgoQLI5mbmqZjzHqxZZVX3ROryqUiDYd6ryaZOS4Vy2RysNsIN5jO8V2USVDC1qCW4CrUtaPKGYgpqazCgDkXPijN_hOkYb5aRTf2PNwTcXjjZcGCfnWlDuWr1PTpWoquYJZKRg4C80MEbnvOGg90zmb4lPmcWKRjRlaoKWM" rel="noopener nofollow" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;" target="_blank">https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw</a></div>
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这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。</div>
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James Ng</div>
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<iframe frameborder="0" height="315" scrolling="no" src="https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2Fjamesshareinvest%2Fvideos%2F397595454387443%2F" width="560"></iframe></div>
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Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-75240248200653403082019-03-04T20:01:00.000+08:002019-03-04T20:01:29.051+08:00Why is EPF Buying Nestle Every Day? Koon Yew Yin<br />
<a name='more'></a> EPF is not buying Nestle’s products but it is buying Nestle’s listed shares on almost every trading day which you can see from the company’s announcements. <br /><br />The price chart below shows the share price of Nestles. The average price in the last 9 months is about Rm 146 per share.<br /><br /><span style="font-size: 14px;"></span>
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<img height="331" src="https://klse.i3investor.com/files/my/blog/img/bl1228_kyy_nestle_190304.png" width="600" /><br />
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<img height="288" src="https://klse.i3investor.com/files/my/blog/img/bl1228_kyy_nestle_1903042.png" width="600" /><br />
<br /><br />The above table shows that EPF has been buying Nestles on almost every trading. On 1st March 2019, EPF reported it bought 10,700 shares on 26Th Feb. and it has a total of 18,030,200 shares which has an open market value of 18,030,200 X Rm 146 = Rm 2,632,409,200. All this money came from EPF contributors.<br /><br />4th quarter ending Dec 2018 EPS 52.6 sen<br /><br />3rd quarter ending Sept 2018 EPS 58.72 sen<br /><br />2nd quarter ending June 2018 EPS 70.82 sen<br /><br />1st quarter ending March 2018 EPS 98.6 sen.<br /><br />Nestle’s quarterly profit has been dropping is the last one year. That is why its share price is not moving higher. Its last traded price is Rm 149 per share. <br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg3M0wm0p8lWv_5yBjl5V_u8u00uNFtvXm246bgMUSPhvymwnV9fuxOy7yHpxsZY1HbG7hyphenhyphen6swUEIupfdxSRKjPofaN2t2cUo-5gnQ_HAt5WO9jDo76LzJQQGkW0ty0mKI6kZUwtw/s1600/2016031211592361449.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="444" data-original-width="1024" height="138" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg3M0wm0p8lWv_5yBjl5V_u8u00uNFtvXm246bgMUSPhvymwnV9fuxOy7yHpxsZY1HbG7hyphenhyphen6swUEIupfdxSRKjPofaN2t2cUo-5gnQ_HAt5WO9jDo76LzJQQGkW0ty0mKI6kZUwtw/s320/2016031211592361449.jpg" style="display: inline;" width="320" /></a></div>
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<br />Obviously EPF does not know how to select good shares to make money for you. <br /><br />KYY Share Selection Golden Rule: Nestle does not comply with my share selection golden rule which is the company must report increasing profit for 2 consecutive quarters and it should be selling at P/E below 10.<br /><br />Everyone must know that when he buys any share, his aim is to earn from dividend and share price improvement. Nestles share price is not increasing and its profit has been reducing in the last few quarters.<br /><br />Nestle’s EPS for the whole year 2018 was Rm 2.80 and it is selling at Rm 149. P/E is Rm 149 divided by Rm 2.80 = 53<br /><br />P/E of 53 means that if you buy Nestle’s share at Rm 149 and if the company gave you all its profit, you can only recover you initial capital in 53 years.<br /><br /><span style="font-size: 14px;"></span>
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<img height="579" src="https://klse.i3investor.com/files/my/blog/img/bl1228_kyy_nestle_1903043.png" width="580" /><br />
<br /><br />As I mentioned EPF has a total of 18 million Nestle shares and based on its last traded price of Rm 149 per share is worth Rm 2,682 million. All this money belongs to the EPF contributors.<br /><br />I hope you all will circulate the article to all your contacts and hope they will circulate it to all their contacts. Eventually our PM Tun Dr Mahathir and our Finance Minister Lim Guan Eng will read it and change some members of the EPF Board to save your money. <br /><br />https://klse.i3investor.com/blogs/koonyewyinblog/196145.jspUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-33730554035979207622018-12-31T14:51:00.002+08:002018-12-31T14:51:55.419+08:00[Facebook live:浅谈Nestle Malaysia bhd (Nestle)] - James的股票投资<br />
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<b>浅谈Nestle Malaysia bhd (Nestle)</b><br />
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James Ng Stock Pick <b>Performance:</b><br />
Since Recommended Return:
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a)<b> BAUTO (BERMAZ AUTO BHD)</b>, recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.11 (dividend RM0.0375) <b>in 2 months 13 days, total return is 13.6%</b></div>
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b) <b>KGB (KELINGTON GROUP BHD),</b> recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.07<b> in 7 days, total return is 10.9%</b></div>
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c) <b>KKB (KKB ENGINEERING BHD)</b>, recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875<b> in 5 months 26 days, total return is 10.1%</b></div>
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我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br /><br />
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<b><span style="font-size: 16px;">预计公司每年的增长率必须> 14%</span></b></div>
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我想说服读者学习基本面分析FA以便能从股市赚钱。</div>
<div style="font-family: inherit; margin: 6px 0px;">
我为想从马来西亚股票市场赚钱的读者提供<b><span style="font-size: 16px;">STOCK PICK服务</span></b>。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 <a data-ft="{"tn":"-U"}" href="https://web.facebook.com/jamesshareinvest/?__xts__%5B0%5D=68.ARCMr-kci2nLat6Wr0ZZXZycEaYDBIzzr52-1KevxF8shiHmLoo8HGOr43n8yIc374azzBs7E2jufIaQQBq8x6-eQwaJ18zmpSDM8ahSYgw7_gz5p-PILYdl4hkq-4Z201t4zFjcmuDx19Z5fvaXru3diWkPb-5Ie93xpznKZobEPa7d6AbNecDkpfpNpHrprquJL2u-l6CJxlArze9qzP4YXDJlnWIVWU6Kdd_WW-Mfw523JQjKWxmk8a8hq61wA1Josc8S1RoD9gCVlZUjvLLvhVBXWYCdIMj386kF0I1j4msb_FuwLCOQWvK-MqDe0vy2oWh3qdUlvfEu-mDohcTlsNW9-op392wpyQ&__tn__=-UK-R" style="color: #365899; cursor: pointer; font-family: inherit; text-decoration-line: none;">https://web.facebook.com/jamesshareinvest/</a> 与我联系</div>
<div style="font-family: inherit; margin: 6px 0px;">
<b><span style="font-size: 16px;">【看懂年报和季报】课程</span></b><br />
时间:11a.m. – 7p.m</div>
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日期:1月27日星期日<br />
地点:Tropical Inn, Johor Bahru (包括茶点)</div>
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日期:2月24日星期日<br />
地点:Hotel Sri Petaling, KL (包括茶点)</div>
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日期:3月3日星期日<br />
地点:G Inn Hotel, George Town (Penang)</div>
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有兴趣的朋友,可以电邮或PM FB page联络我<br />
email:jamesngshare@gmail.com<br />
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Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-2754747669639239312018-12-05T08:37:00.001+08:002018-12-05T15:32:55.843+08:00NESTLE (4707) - Nestle (Malaysia) Berhad (4707)– Household Food Products in Malaysia<br />
<a name='more'></a><br />
<br />
Here’s a company whose products you’d definitely find around your
household as a Malaysian. Boasting a huge range of food products, NESTLE
has its tentacles everywhere.<br />
While NESTLE has had to deal with its fair share of criticisms (<i>aka the Milo incident), </i>it has bounced back from it with a range of new products. And new profits.<br />
<br />
<h1>
Nestle Malaysia 2017 Annual Report</h1>
This here analysis is based on NESTLE’s 2017 annual report which can be downloaded here: <a href="http://dividendmagic.com.my/wp-content/uploads/2018/12/nestle_annual_report_2017.pdf">nestle_annual_report_2017</a><br />
Being awarded the ‘Highest Return on Equity Over the Past Three Years’ is no small feat.<span class="ezoic-adpicker-ad" id="ezoic-pub-ad-placeholder-111"></span><span class="ezoic-ad medrectangle-3 adtester-container adtester-container-111" data-ez-name="dividendmagic_com_my-medrectangle-3" style="display: block !important; float: none; margin-bottom: 15px !important; margin-left: 0px !important; margin-right: 0px !important; margin-top: 15px !important; min-height: 250px; min-width: 300px; text-align: center !important;"></span><br />
<a href="https://i0.wp.com/dividendmagic.com.my/wp-content/uploads/2018/12/Nestle-1.png"><img alt="" class="alignnone wp-image-2928 size-full" height="783" src="https://i0.wp.com/dividendmagic.com.my/wp-content/uploads/2018/12/Nestle-1.png?resize=700%2C850" width="645" /></a><br />
<h1>
NESTLE AGM</h1>
Also, NESTLE had quite a turnout at this year’s AGM with a very supportive base of shareholders.<span class="ezoic-adpicker-ad" id="ezoic-pub-ad-placeholder-112"></span><span class="ezoic-ad medrectangle-4 adtester-container adtester-container-112" data-ez-name="dividendmagic_com_my-medrectangle-4" style="display: block !important; float: none; margin-bottom: 15px !important; margin-left: 0px !important; margin-right: 0px !important; margin-top: 15px !important; min-height: 250px; min-width: 300px; text-align: center !important;"></span><br />
I’ve got videos of the fun-filled fare up on my instagram.<span class="ezoic-adpicker-ad" id="ezoic-pub-ad-placeholder-115"></span><br />
<h1>
Understanding the Business and its Products</h1>
<br />
<figure class="wp-caption alignnone" id="attachment_2924" style="width: 711px;"><a href="https://i2.wp.com/dividendmagic.com.my/wp-content/uploads/2018/12/Nestle-2.png"><img alt="Nestle's Product Portfolio" class="wp-image-2924 size-full" height="541" src="https://i2.wp.com/dividendmagic.com.my/wp-content/uploads/2018/12/Nestle-2.png?resize=700%2C602" width="630" /></a><figcaption class="wp-caption-text"><i>Nestle’s Product Portfolio</i></figcaption></figure>
You would’ve been living under a rock if you fail to recognise just
one of these household names. The products shown here has crept into the
lives of Malaysians since we were children.<br />
<i>Let me paint you a picture.</i><br />
You’ve had Nestle Milk when you were young. You remember the Milo
trucks parked at your school compound serving free cups of chocolate
goodness. You somehow recall that annoying Mat Kool song cruising round
your neighbourhood.<br />
And as you got older, you went to college where you had to tighten
your belt and save some money so you filled your stomach with Maggi for
breakfast, lunch and dinner. You stayed up late at night studying,
buzzed on Nescafe.<br />
<i>What’s next you say? </i><span class="ezoic-adpicker-ad" id="ezoic-pub-ad-placeholder-114"></span><span class="ezoic-ad link-h-large-1 adtester-container adtester-container-114" data-ez-name="dividendmagic_com_my-link-h-large-1" style="display: block !important; float: none; margin-bottom: 15px !important; margin-left: 0px !important; margin-right: 0px !important; margin-top: 15px !important; min-width: 728px; text-align: center !important;"></span><br />
<div class="ezo_link_unit_m" id="dividendmagic_com_my-link-h-large-1">
<span id="527397821"></span></div>
You get a new job at some high-flying company, what’s that coffee
machine you find in your pantry? Nestle again. Your boss pays Nestle
every month to keep the machines churning. You enjoyed late night outs
with your friends and colleagues at the mamak. Guess what your resident
Ah-ne uses in his food and drink? Nestle.<br />
Hell, you even remember them ‘Take a Break, Take a Kit Kat’ ads! Your
parents and grandparents are probably taking Nestum in the morning and
Omega at night for their bones and stuff.<br />
My point being, Nestle’s products are here to stay for the
foreseeable future. And you my friend, have been lining the pockets of
NESTLE shareholders since you were 5.<br />
<br />
<h1>
Facts and Figures</h1>
<br />
<figure class="wp-caption alignnone" id="attachment_2926" style="width: 1193px;"><a href="https://i0.wp.com/dividendmagic.com.my/wp-content/uploads/2018/12/Nestle-3-Chart.png"><img alt="Nestle Malaysia Growth" class="wp-image-2926 size-full" height="244" src="https://i0.wp.com/dividendmagic.com.my/wp-content/uploads/2018/12/Nestle-3-Chart.png?resize=700%2C272" width="630" /></a><figcaption class="wp-caption-text"><i>Source: Yahoo Finance</i></figcaption></figure>
Investor’s realized the value of NESTLE in 2018, in a huge way. The
company’s stock price has almost doubled since 2017, despite their
latest <i>Milo Incident.</i><br />
I do not foresee any big jumps in the share price in the near future.
Neither do I see too big of a dip for the company. At the current price
of <b>RM147.90</b>, NESTLE’s dividend yield is below 2% the mark. My dividend yield for the stock, because I bought it at an average price of <b>RM66.88</b> is at <b>4.04%</b>.<br />
NESTLE has had a continuous increase in net profit since 2014. As a
rule of thumb, companies offering food products like Nestle are able to
keep up with inflation.<span class="ezoic-adpicker-ad" id="ezoic-pub-ad-placeholder-129"></span><span class="ezoic-ad box-4 adtester-container adtester-container-129" data-ez-name="dividendmagic_com_my-box-4" style="display: block !important; float: none; margin-bottom: 15px !important; margin-left: 0px !important; margin-right: 0px !important; margin-top: 15px !important; min-height: 280px; min-width: 336px; text-align: center !important;"></span><br />
<br />
<h2>
<b>Dividend Growth Perspective</b></h2>
NESTLE has been paying dividends consistently. I’ve held the shares since 2014.<br />
Dividend yield was at 4.56% (2015), 4.04% (2016) and 4.04% (2017).
However, with the sudden surge in share price and company growth, we
should see dividends increase over the coming years.<br />
Investors shouldn’t expect this metric to go sky-high since growth in the industry is somewhat limited.<br />
<h1>
Valuation</h1>
With the recent price increase, NESTLE is trading at 53.71 P/E.<span class="ezoic-adpicker-ad" id="ezoic-pub-ad-placeholder-130"></span><br />
They’re currently overvalued in my opinion. With everything factored
in, I would definitely wait on this stock. Dividend history isn’t there
to back up a strong buy signal.<span class="ezoic-adpicker-ad" id="ezoic-pub-ad-placeholder-131"></span><span class="ezoic-ad banner-1 adtester-container adtester-container-131" data-ez-name="dividendmagic_com_my-banner-1" style="display: block !important; float: none; margin-bottom: 15px !important; margin-left: 0px !important; margin-right: 0px !important; margin-top: 15px !important; min-height: 280px; min-width: 336px; text-align: center !important;"></span><br />
An added note, I’m sure I’ll get many comments and messages saying
Nestle is ‘expensive’. Technically it is because to buy the minimum
number of 100 shares, you’d have to pay RM147.90 * 100, which comes up
to RM14,790 at the current price.<br />
However, if you’re serious about investing, get serious about saving
your money. NESTLE is a worthwhile investment and it has been an
invaluable defensive stock in my portfolio.<br />
<br />
<h1>
End.</h1>
NESTLE<br />
Bought Price – <b>RM66.88</b><br />
Current Price – <b>RM147.90</b><br />
Capital Gain – <b>121.14%</b><span class="ezoic-adpicker-ad" id="ezoic-pub-ad-placeholder-132"></span><br />
Total 2018 Dividends – <b>RM410 </b>(<i>so far)</i><br />
Dividend Yield – <b>3.07%</b><br />
Disclosure: I hold 200 units of NESTLE shares in <a href="http://dividendmagic.com.my/portfolio-freedom-fund/" rel="noopener" target="_blank">my Freedom Fund</a> portfolio. At its current trading price of <b>RM147.90</b>, I’m up <b>121%</b> on the stock.<br />
I will continue to hold onto my Nestle stocks for now, without adding any to the portfolio.<br />
As always, my opinions and strategies are never intended to be a
buy/sell recommendation. The strategy used has worked for me and it is
for you to decide if it can be implemented into your own financial plan.
Always do your own research and due diligence before investing.<br />
A list of good dividend stocks in Malaysia can be found <a href="http://dividendmagic.com.my/best-dividend-stocks-in-malaysia/" rel="noopener" target="_blank">hERE</a>.<br />
<br />
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