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 Nestle (M) Bhd

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gark
post Apr 6 2017, 11:35 AM

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QUOTE(Boon3 @ Apr 6 2017, 11:27 AM)
Buying shares just for door gifts???

doh.gif
No wonder minority shareholders are water fish to the owners. tongue.gif
*
No lar... buy shares because it is good value.. door gift is just FOC dessert. laugh.gif
elea88
post Apr 6 2017, 11:46 AM

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QUOTE(Boon3 @ Apr 6 2017, 11:27 AM)
Buying shares just for door gifts???

doh.gif
No wonder minority shareholders are water fish to the owners. tongue.gif
*
Door gifts if only no need to Q to collect..... but...but

Food + Door gift.. i will give it a miss. Will be very crowded.

NESTLE shareholders profile = SENIOR CITIZENS.. retirees.. sure will be super crowded.
elea88
post Apr 6 2017, 11:48 AM

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QUOTE(ic no 851025071234 @ Apr 6 2017, 09:34 AM)
Now maggi mee have scandal. Stock price gonna tumble!
*
No sign of any tumble... if really tumble COLLECT LA.. why worry.. not the 1st time in history hv this type of issues...
gark
post Apr 6 2017, 11:54 AM

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QUOTE(elea88 @ Apr 6 2017, 11:48 AM)
No sign of any tumble... if really tumble COLLECT LA.. why worry.. not the 1st time in history hv this type of issues...
*
I have worked with nestle suppliers before, in terms of their food safety requirements is very strict.

I can't give more details, but they have been monitoring raw materials which requirement exceed the European standards. rclxms.gif

But of course, there is always rumor here and there.. innocent.gif
Dividend Magic
post Apr 6 2017, 04:50 PM

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QUOTE(gark @ Apr 6 2017, 11:54 AM)
I have worked with nestle suppliers before, in terms of their food safety requirements is very strict.

I can't give more details, but they have been monitoring raw materials which requirement exceed the European standards.  rclxms.gif

But of course, there is always rumor here and there.. innocent.gif
*
What rumors.. Nestle is hitting RM80 soon.
If the rumors exist then time to buy more. It's been 3 years since I bought any of their shares.
Boon3
post Apr 6 2017, 05:03 PM

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QUOTE(Dividend Magic @ Apr 6 2017, 04:50 PM)
What rumors.. Nestle is hitting RM80 soon.
If the rumors exist then time to buy more. It's been 3 years since I bought any of their shares.
*
Boss.
Good ah?

My say ah...
Holding on to high dividend yielding stocks is NOT 100% fool proof...
There's always one failure story somewhere....



Boon3
post Apr 6 2017, 05:13 PM

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QUOTE(elea88 @ Apr 6 2017, 11:46 AM)
Door gifts if only no need to Q to collect..... but...but

Food + Door gift.. i will give it a miss. Will be very crowded.

NESTLE shareholders profile = SENIOR CITIZENS.. retirees.. sure will be super crowded.
*
Hahahahaha.....

sometimes the way I read....
rather funny (to me at least la)....
share market is really big money game....
and whenever I hear people talk like...
I trade this and that share for kfc .....
it's like duh.
Can use thousands to bet and all they want to win is a miserable kfc meal?
doh.gif

Or talking big big here and there...
about investing this and that share...
and then...
all that is important is the agm door gift?
seriously?


btw....

nestle tumble?

See one thing...
no one wants to talk about is.....
this share is totally CORNERED!!!!

yeah.... NOS is a simple figure that is important to know.
Small scripts shares is easier to move than big scripts shares.

Nestle has only 234 million shares. (go compare to those billion shares stocks)
AND out of those 234 million shares, what is the free float?

Understanding that and perhaps one can understand why NESTLE's per is much much higher.

and ya.... not so easy to tumble hor.

laugh.gif
gark
post Apr 6 2017, 05:49 PM

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QUOTE(Boon3 @ Apr 6 2017, 05:13 PM)
nestle tumble?

See one thing...
no one wants to talk about is.....
this share is totally CORNERED!!!!

yeah.... NOS is a simple figure that is important to know.
Small scripts shares is easier to move than big scripts shares.

Nestle has only 234 million shares. (go compare to those billion shares stocks)
AND out of those 234 million shares, what is the free float?

Understanding that and perhaps one can understand why NESTLE's per is much much higher.

and ya.... not so easy to tumble hor.

laugh.gif
*
The free float is about 30%.. with Nestle SA owning 70% of it. And those 30% mostly held by institution, with less than 5% actually belonging to retailers. From the 5% retailers, mostly also hold long term.. so i think maybe 1-2% shares is actively traded.

Actually the thing holding up nestle shares is the dividend, which they have manage to increase almost every year since inception. You cant put too much money on those stability.. and it will cost you in term of PER. laugh.gif

Nestle did make a PR blunder in India in 2015, where their market share tumble from 63% to 23% within one year. Nestle India, shares drop, sales drop, and they declare $500 million loss. Now in 2017? They regained their market share, customer confidence is up, stock is back to all time high. It need a company with big pockets and solid reputation to take that kind of hit, and survive. rclxms.gif

I have attached the article here, on how they were dismissive, then lost the PR fight, and finally won it back... very interesting lessons who those working in corporate world on dealing with crisis. Now being studied by MBA's worldwide.

http://fortune.com/nestle-maggi-noodle-crisis/

This post has been edited by gark: Apr 6 2017, 06:05 PM
Boon3
post Apr 6 2017, 06:20 PM

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QUOTE(gark @ Apr 6 2017, 05:49 PM)
The free float is about 30%.. with Nestle SA owning 70% of it. And those 30% mostly held by institution, with less than 5% actually belonging to retailers. From the 5% retailers, mostly also hold long term.. so i think maybe 1-2% shares is actively traded.

Actually the thing holding up nestle shares is the dividend, which they have manage to increase almost every year since inception. You cant put too much money on those stability.. and it will cost you in term of PER.  laugh.gif

Nestle did make a PR blunder in India in 2015, where their market share tumble from 63% to 23% within one year. Nestle India, shares drop, sales drop, and they declare $500 million loss. Now in 2017? They regained their market share, customer confidence is up, stock is back to all time high. It need a company with big pockets and solid reputation to take that kind of hit.  rclxms.gif

I have attached the article here, on how they were dismissive, then lost the PR fight, and finally won it back... very interesting lessons who those working in corporate world on dealing with crisis. Now being studied by MBA's worldwide.

http://fortune.com/nestle-maggi-noodle-crisis/
*
I would say that 1-2% is about correct.
Which is in my definition way totally CORNERED. tongue.gif

... and yes I would agree with what you are trying to say also.
I feel sometimes that dividend players reckon that their method is 100% solid.
Nothing against dividend investing - in fact, generally it's much better approach for beginners ...
and it's definitely way better than reckless punting of stocks...
But in cases, dividend investors should understand that in their world, shit too can happen.
Take the case of Amway.
Because it was an international brand and it was paying good yields, nothing could go wrong.
They fail to account that profits could tumble and with dividends could be cut.
When that happens, the stocks could fall.
So therefore, I feel they should acknowledge such risk.

Who knows.... if say... Nestle profits keep falling continuously say 2 years...
and with it.... Nestle's dividends would also decrease....
if that happens.... wouldn't we say that there's a possibility that despite the stock being closely held, the stock could still tumble?

correct ?

btw... what's Nestle (M) biggest money ball?
It's cereals? (my guess la)

sweat.gif sweat.gif sweat.gif

(if my fingers spit out some wrong facts... go ahead la.... hantem saje... tongue.gif)




gark
post Apr 6 2017, 06:21 PM

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Found the source of rumor...

QUOTE
Source: The New Straits Times, April 5, 2017

KUALA LUMPUR: The Health Ministry has assured once again that Maggi noodles in the country are safe for consumption, after a statement that it had issued advice to Nestle Malaysia to withdraw its noodles products from the market resurfaced and went viral on social media. Its director Datuk Dr Noor Hisham Abdullah said the news was untrue and that the Ministry did not issue any such order to the company. “It was something that happened in India and not in our country,” he said via WhatsApp message.


Case of bodo people viral something that happened in India in year 2015.... which Nestle has successfully defended, not only by themselves but by food safety labs across Europe, USA and Singapore. Now Malaysia go buat kiasu... yawn.gif

This post has been edited by gark: Apr 6 2017, 06:23 PM
Boon3
post Apr 6 2017, 06:23 PM

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QUOTE(gark @ Apr 6 2017, 06:21 PM)
Found the source of rumor...
Case of bodo people viral something that happened in India in year 2015.... which Nestle has successfully defended.  yawn.gif
*
laugh.gif

It's very common nowadays...
People just forward videos in APA NAIK ....
without even taking a second to consider if those videos/news are fake/old/bs ....
gark
post Apr 6 2017, 06:25 PM

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QUOTE(Boon3 @ Apr 6 2017, 06:20 PM)
I would say that 1-2% is about correct.
Which is in my definition way totally CORNERED. tongue.gif

... and yes I would agree with what you are trying to say also.
I feel sometimes that dividend players reckon that their method is 100% solid.
Nothing against dividend investing - in fact, generally it's much better approach for beginners ...
and it's definitely way better than reckless punting of stocks...
But in cases, dividend investors should understand that in their world, shit too can happen.
Take the case of Amway.
Because it was an international brand and it was paying good yields, nothing could go wrong.
They fail to account that profits could tumble and with dividends could be cut.
When that happens, the stocks could fall.
So therefore, I feel they should acknowledge such risk.

Who knows.... if say... Nestle profits keep falling continuously say 2 years...
and with it.... Nestle's dividends would also decrease....
if that happens.... wouldn't we say that there's a possibility that despite the stock being closely held, the stock could still tumble?

correct ?

btw... what's Nestle (M) biggest money ball?
It's cereals? (my guess la)

sweat.gif  sweat.gif  sweat.gif 

(if my fingers spit out some wrong facts... go ahead la.... hantem saje... tongue.gif)
*
Nestle biggest income growth is beverage... you got see all the new nestle white kopi and milo drinks everywhere.. brows.gif

Well the share did a mini tumble from mid to late 2016.. where it fell from RM 88 to RM 74... that is not a small drop.. so I see that the shares is not that cornered.. tongue.gif

This post has been edited by gark: Apr 6 2017, 06:26 PM
Boon3
post Apr 6 2017, 06:44 PM

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QUOTE(gark @ Apr 6 2017, 06:25 PM)
Nestle biggest income growth is beverage... you got see all the new nestle white kopi and milo drinks everywhere..  brows.gif

Well the share did a mini tumble from mid to late 2016.. where it fell from RM 88 to RM 74... that is not a small drop.. so I see that the shares is not that cornered..  tongue.gif
*
when got 88 wo?
gark
post Apr 6 2017, 06:47 PM

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QUOTE(Boon3 @ Apr 6 2017, 06:44 PM)
when got 88 wo?
*
Sorry my mistake... it's 82.. tongue.gif

Drop to 74.. around 9.75 % mah.. tongue.gif

Anyway dividend share is not 100% fool proof, but they have less volatility. If the business begins to sour, we must be ready to get out. I monitor this by looking at the net margin, lowering of net margins signal poor business moat as they have cut price to deliver volume.

This post has been edited by gark: Apr 6 2017, 06:55 PM
Boon3
post Apr 6 2017, 06:50 PM

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QUOTE(gark @ Apr 6 2017, 06:47 PM)
Sorry my mistake... it's 82..  tongue.gif

Drop to 74.. around 9.75 % mah..  tongue.gif
*
Sorry ah...
I still don't get it...

Give the date or period.
Can?
gark
post Apr 6 2017, 06:54 PM

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QUOTE(Boon3 @ Apr 6 2017, 06:50 PM)
Sorry ah...
I still don't get it...

Give the date or period.
Can?
*
July 19, 2016 - high 81.8

Jan 17, 2017 - low 74.12


Boon3
post Apr 6 2017, 07:05 PM

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QUOTE(gark @ Apr 6 2017, 06:54 PM)
July 19, 2016 - high 81.8

Jan 17, 2017 - low 74.12
*
Oh.... you talk about such a long time frame.

Generally, for me, on this issue, I observe how the shares are traded daily..
specifically the volume....
usually the long candle days are good indicators...

look at 21 Mar 17 trading...
Open price?
Close price?
Vol?

So how much vol was needed to push the stock ... how many %?
Then compare that vol to float.

So easy to push up yes?

Then see the next day trading.....




gark
post Apr 6 2017, 07:12 PM

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QUOTE(Boon3 @ Apr 6 2017, 07:05 PM)
Oh.... you talk about such a long time frame.

Generally, for me, on this issue, I observe how the shares are traded daily..
specifically the volume....
usually the long candle days are good indicators...

look at 21 Mar 17 trading...
Open price?
Close price?
Vol?

So how much vol was needed to push the stock ... how many %?
Then compare that vol to float.

So easy to push up yes?

Then see the next day trading.....
*
If daily up down no need see... so low volume.. want to push to 100 also can.. tongue.gif

We talking longer term ma.. tongue.gif
Boon3
post Apr 6 2017, 07:22 PM

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QUOTE(gark @ Apr 6 2017, 07:12 PM)
If daily up down no need see... so low volume.. want to push to 100 also can..  tongue.gif

We talking longer term ma..  tongue.gif
*
LOL!

NVM I guess it's much harder for you to grasp right now.


Dividend Magic
post Apr 6 2017, 08:30 PM

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QUOTE(Boon3 @ Apr 6 2017, 05:03 PM)
Boss.
Good ah?

My say ah...
Holding on to high dividend yielding stocks is NOT 100% fool proof...
There's always one failure story somewhere....
*
Nothing is 100% foolproof my friend.
So what kind of investor are you?

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