tm and p1, miss the counters leow

in malaysia, banyak competition.. all same style and concept

concept and style more or less le..

but with more and more independent coffee places coming up? do you think it will eat into their market share as well?

btw.. their food sucks in comparison to like Pappa Rich and stuff..

yes you're right...
in retail market, alot of privately owned cafes mushrooming.
nice arty environment.. offering coffee art la, nice gourmet meals la..

old town boring liao

SOmetimes boring is also good...

I do not expect their cafes to perform well...more or less stagnant sales. Except for Rawang branch which is doing roaring business, why ah?

I am looking at their beverage division... high margins, good sales, capturing HK market, expanding to china (which might be affected by the MAS case ) They have just expanded their beverage factory in Ipoh by 300% capacity...

But then again I have work in china before, coffee there is low quality and bloody expensive, mostly gimmicks rather than taste. In fact every trip i go china mainland Chinese colleagues ask to bring bags of white coffee for them. Each time I bring 4 bags...about 5 kg In fact Chinese colleges who visit Malaysia and Indonesia do bring back coffee as gifts... I used to buy them bags of fresh milled Kalosi Toraja coffee and they are very happy, say cannot get in China. In return I get lot of 'long jiang' & 'ma lau mit' tea from them.

Now to see of this incident with MAS will affect their consumption or not? Next Q report should show it...

Not a buy yet, but can monitor. Oh i drink 2-3 cups coffee a day... so I am a caffeine junkie hahaha.

This post has been edited by gark: Mar 27 2014, 02:19 PM

your HDBS got announcement wor... good news for you or not?

RM 2.50/share dividend coming soon..

no wonder climbed so much before announcement

tsk tsk

a lot meh? 3 sen only wor...

maybe they started from 3.80 leh

The dividend is already known and anticipated for months... not going to move the stock much.

Will 3182 hit 10.5 in 2 weeks?

Fortune teller meh... can guarantee then no work liao...

Actually a lot of China man are acting really so brat la....
Try meeting them tourist and see....

They think they got few coins they big all already....

I think you really need to go PIAK PIAK them nicely......

TM buying p1 for 350 million ONLY wor....


last time 'experts' say 1 billion to 1.5 billion wor...

I know why......

57% stake in P1 sold for RM 350 mil, means P1 is worth 614 million. GP still have a small minority stake.

So 350 mil + GP stake in P1 minus out all the loan and divide over the total number of shares, so now how much is GP worth?

I lazy count, who wanna count?

but i betcha the number is going to look small....

My counting sum fail one.

Must always have a wishful thinking ma hahaha. Then it will come true

Well, quote an unnamed source working in GP, things don't look good