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TSlcchong76
post Oct 25 2013, 12:53 PM

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CYPARK – Q3 2013 Financial Report (http://www.bursamalaysia.com/market/listed-companies/company-announcements/1422013) on 30 Sep 2013

Analysis Report – http://lcchong.wordpress.com/2013/10/25/cy...is-25-oct-2013/ or http://lcchong.wordpress.com/knowledge-sharing/

I have added CYPARK to the Observation List.
TSlcchong76
post Oct 26 2013, 11:00 PM

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YEELEE – Q2 2013 Financial Report (http://www.bursamalaysia.com/market/listed-companies/company-announcements/1389597) on 28 Aug 2013

Analysis Report – http://lcchong.wordpress.com/2013/10/26/ye...is-26-oct-2013/ or http://lcchong.wordpress.com/knowledge-sharing/

I have added YEELEE to the Reserved List.

- Although YEELEE is undervalued, I will not invest in YEELEE for following reasons:
- No economic moat at all.
- I did an informal survey to find out popularity of YEELEE's eagle oil, morningkiss and instant noodles. I asked my mother, mother in law, my wife, 5 other relatives and 4 colleagues that always cooking. Sadly to say, none of them use YEELEE's eagle. 2 of them never notice the eagle oil in supermarket. Few of them tried morningkiss before, but stopped using now. Some of them said YEELEE’s instant noodles not so nice. This means the competition is too high. People got plenty choices.
- YEELEE is in price war with some competitors
- I will still put YEELEE in the Reserved List because YEELEE obviously putting a lot of efforts and commitment to improve its market share, internal operation efficiencies, profit margin and financial condition.

This post has been edited by lcchong76: Oct 27 2013, 12:21 PM
qazhang
post Oct 27 2013, 12:18 PM

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QUOTE(lcchong76 @ Oct 26 2013, 11:00 PM)
YEELEE – Q2 2013 Financial Report (http://www.bursamalaysia.com/market/listed-companies/company-announcements/1389597) on 28 Aug 2013

Analysis Report – http://lcchong.wordpress.com/2013/10/26/ye...is-26-oct-2013/ or http://lcchong.wordpress.com/knowledge-sharing/

I have added YEELEE to the Reserved List.

- Although YEELEE is undervalued, I have no choice not to invest in YEELEE for following reasons:
  - No economic moat at all.
  - I did an informal survey to find out popularity of YEELEE's eagle oil, morningkiss and instant noodles. I asked my mother, mother in law, my wife, 5 other relatives and 4 colleagues that always cooking. Sadly to say, none of them use YEELEE's eagle. 2 of them never notice the eagle oil in supermarket. Few of them tried morningkiss before, but stopped using now. Some of them said YEELEE’s instant noodles not so nice. This means the competition is too high. People got plenty choices. 
  - YEELEE is in price war with some competitors
- I will still put YEELEE in the Reserved List because YEELEE obviously putting a lot of efforts and commitment to improve its market share, internal operation efficiencies, profit margin and financial condition.
*
having no moat around wouldnt it make it a risky investment? you randomly asked 12 but none of them is using yeelee?

you bought this purely because its undervalued?
TSlcchong76
post Oct 27 2013, 12:22 PM

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QUOTE(qazhang @ Oct 27 2013, 12:18 PM)
having no moat around wouldnt it make it a risky investment? you randomly asked 12 but none of them is using yeelee?

you bought this purely because its undervalued?
*
typed wrongly. should be "I will not invest ".
qazhang
post Oct 27 2013, 12:24 PM

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QUOTE(lcchong76 @ Oct 27 2013, 12:22 PM)
typed wrongly. should be "I will not invest ".
*
laugh.gif oops my bad. too many negatives in that one sentence. learning a lot from your investment strategies and teachings, my friend.
TSlcchong76
post Oct 28 2013, 11:13 AM

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WELLCAL Analysis – http://lcchong.wordpress.com/2013/10/28/we...is-27-oct-2013/
Purplewitch
post Oct 28 2013, 02:00 PM

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Thanks for sharing LC Chong !

Were you in icapital.biz seminar last weekend ?





QUOTE(lcchong76 @ Oct 28 2013, 11:13 AM)
TSlcchong76
post Oct 28 2013, 04:04 PM

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QUOTE(Purplewitch @ Oct 28 2013, 02:00 PM)
Thanks for sharing LC Chong !

Were you in icapital.biz seminar last weekend ?
*
unfortunately, i was absence.
TSlcchong76
post Oct 28 2013, 09:52 PM

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DIGI Analysis – http://lcchong.wordpress.com/2013/10/28/di...is-28-oct-2013/
TSlcchong76
post Oct 31 2013, 10:11 PM

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TENAGA Analysis – http://lcchong.wordpress.com/2013/10/31/te...is-31-oct-2013/
TSlcchong76
post Nov 1 2013, 03:16 PM

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PETGAS Analysis – http://lcchong.wordpress.com/2013/11/01/pe...sis-1-nov-2013/
TSlcchong76
post Nov 1 2013, 09:54 PM

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Oil & Gas Counters: Add Deferred Income Taxes to Owner Earnings
http://lcchong.wordpress.com/2013/11/01/oi...owner-earnings/
TSlcchong76
post Nov 1 2013, 11:35 PM

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GAB Analysis – http://lcchong.wordpress.com/2013/11/01/ga...sis-1-nov-2013/
TSlcchong76
post Nov 2 2013, 02:50 PM

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SIME Analysis – http://lcchong.wordpress.com/2013/11/02/si...sis-2-nov-2013/
TSlcchong76
post Nov 2 2013, 11:17 PM

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GAB–Calculating Account Receivable
http://lcchong.wordpress.com/2013/11/02/ga...unt-receivable/
TSlcchong76
post Nov 3 2013, 11:31 AM

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GAB Analysis - http://lcchong.wordpress.com/2013/11/03/ga...sis-1-nov-2013/
TSlcchong76
post Nov 3 2013, 01:43 PM

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DIALOG Analysis – http://lcchong.wordpress.com/2013/11/03/di...sis-3-nov-2013/
woolei
post Nov 3 2013, 08:52 PM

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Wow..got oldtown n jobstreet analyst?
TSlcchong76
post Nov 3 2013, 11:21 PM

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QUOTE(woolei @ Nov 3 2013, 08:52 PM)
Wow..got oldtown n jobstreet analyst?
*
hi, not in my radar
TSlcchong76
post Nov 4 2013, 02:05 PM

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Account Payables Calculation
http://lcchong.wordpress.com/2013/11/04/ac...es-calculation/

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