I guess I wont be buying Milo often already to drink at home. Need to look for alternative.

Milo at mamak, coffee shops and restaurant will be a NO NO for me. Current price already more than RM2/glass. Too expensive already!!

The last time I drank Milo @ Mamak or Kopitiam when the price around rm1.80/glass

I only drink at office...ask aunty bancuh

NoooO!
haha move where? Im short on funds =(

Thinking to accumulate APM, final divvy ex-date next week

Entered Bursa for a possibly trading position, or if the trade TP (RM8.30-8.50) did not happen, hold also not bad considering its 4%+ divvy yield and decent growth rates.

May top up Lafarge too

Yes, point taken.

Since the price was on the high side (relative to high PE), the future upside is limited in my view, i.e., harder for it to increase further. My bet is the current PE is above its historical PE. Well above?

Nestle is a good fundamental company no doubt but I still feel that the price is too high to get in now.

Cheerio.

P/E IS high, but so does its growth rates, though I also feel that it does not warrant such high P/E (i.e. it may take a few years for the fundamentals to catch up with valuation).

But then again, price may continue to stick up there, and really wait for fundamentals to catch up.

this is so true sometimes..

A rookie's view here ....

One of the yardsticks that I use to gauge whether the price changes are rational or irrational (i.e., driven by speculation or not) is to look at the price vs EPS graph. An increase in EPS should increase the price and vice versa (I know, only in theory and not 100% all the time in reality).



Some observations:

a. Nestle has the best price vs EPS correlation (r2 = 0.93). So, the price increase is supported by its EPS.
b. Nestle also has the highest price/EPS gradient, i.e., every cent change in EPS will have the biggest change in price among the 5 companies (except Guinness).
c. For Dutch Lady, its price has increased more than what its EPS is supporting. Time for some price correction? Ha.
d. Surprisingly, Guinness' price vs EPS graph is similar to Nestle (gradient). So another strong fundamental company here? But note the higher increase in price vs EPS in 2013, maybe another correction due here too?

I am beginning to change my mind on Nestle as the price is well justified by its strong EPS growth. Forget about intrinsic value? Ha.

Some food for thought:
* why is Nestle price-EPS gradient higher than the rest?
* will Nestle high price-EPS gradient change later?
* can Nestle maintain its strong EPS growth?

My 2 cents.

Cheerio.

Nestle key beneficiary of East Coast floods, says Maybank IB

n a note today, Maybank IB said that Nestle’s broad range of consumer food and beverage (F&B) products could benefit from the donation drives for the victims of the natural tragedy.

“According to management, product sales did spike recently and we expect the company to benefit from donation drives, with large purchases of its F&B products such as Maggi instant noodles, Milo and Nescafe powder/packet drinks, milk powder/packet drinks, and Nestle cereals,” said the research house.

However, Maybank IB said that Nestle’s increase in revenue could be partly offset by its loss of sales in the flood-affected areas, which accounts for at least 10% of its domestic sales.

One-off benefits. I am not gonna buy Nestle just because of that

me too

But then Nestle price strong like shit. Other blue chips already laosai, but not this one

BAT floating very big.... let go Nestle and move to BAT....
higher dividend

A final dividend of RM1.75 per share, tax exempt under single tier system

EX-date 11/05/2015
Entitlement date 13/05/2015
Entitlement time 05:00:00 PM
Payment date 27/05/2015

Y declare so early....nearly 3 long mths to go B4 ex-date.

because it's final dividend.. declare early, shareholders vote in AGM to approve or reject the dividend amount

this is common date... it happen all this while....
usually it will announce in mid-end of feb....

goodie bag collection time!
anyone heading to amcorp?
yumcha session?

https://dividendmagic.wordpress.com/2015/04...bag-april-2015/

I'll be heading there today or tomorrow myself.

This post has been edited by Hapeng: Apr 29 2015, 08:07 AM