Just received information regarding the impending AGM on 24 April and goodie bag collection from 19 April! Anyone received the goodie bags before?

Collect from AmCorp Mall

yea, what can i expect? worth the trip there?

Expect Maggi Mee, Nescafe, Milo etc satchets

I won't purposely go there, if happen to have a friend to drive me there then only I'd bother to go

Up 1%...ppl buy it for the goodies bag ar?

This post has been edited by Pink Spider: Apr 9 2014, 09:51 AM

hahah who knows? maybe this year got nice surprise lol.
thanks man, will be heading there on 19.

This post has been edited by Hapeng: Apr 9 2014, 09:53 AM

Need to faster buy the shares to get the goodie bag...

Nestle...why bother?

If Karex...

This post has been edited by Pink Spider: Apr 9 2014, 10:53 AM

I dont really use Karex products la, no feel.. Need raw

Nestle on the other hand, my daily breakfast ma...

hahaha! they just held some fair in 1 utama, not bad the samples served

Nestle is 1 of the most expensive stocks, if not the most expensive, at nearly RM68,000 for 1,000 shares.
To buy the min 1 lot need a cool RM6,800 - crazy to buy just to get the goody bag which I think would cost the most RM50-RM100.

that's not how i view stocks lol..
anyway don't think it'll be worth RM100 la, if that's the case, u get an instant return of bout 1.5%

This post has been edited by Hapeng: Apr 9 2014, 06:59 PM

What fair? Which area in one utama?

Should be in 1Utama shoppinglah.

If U want higher %, go buy odd lots of say 10 shares or even 1 share which cost only RM68, thn U get more than 100% gross returns if the goody bag worth RM100.

u mean Nestle or Karex?

Should be Nestle... pai seh if Karex to get samples.

1 utama shopping mall lol. they had some road show thingy

Nestle boss

nah i've held nestle for few months already. the goodie bag is just a nice surprise.

imagine hot models distributing Karex samples

Meaning U might want to try the samples there and then, LOL !

cant imagine....... when too excited panjut semmen out at public

This post has been edited by felixmask: Apr 10 2014, 01:50 PM

Gone case then if see model also can pancut. How to satisfy wife next time when U're married ? Wife hasn't even completed taking off clothes, U've pancut and "finished" already.

buy pwroot....TongKAT ALI

oi u guys, enuf la

lol true colours keluar d

OT

Wah.. now Nestle thread advertising Tongkat ali ka... are they selling?

Pls update us once u got the goodie bag. I'm curious to know.

will do

Nestle 1Q profit flat at RM183.5m; no dividend
http://www.theedgemalaysia.com/index.php?o...85645&Itemid=79

Good news or bad news...

cheer up bro.. only Q1 ma. Still got 2, 3 and 4 to catch up

Aiya...Nestle have never declared divvy for Q1

slightly bad la, but ada justification i guess

heading there tmr! will post some pics if i can!
anyone going as well?

Remember snap pictures

sudah ambil! the usual nestle products, no surprises.
lots of uncle and aunties, youngest one there. no fanfare tho, just a small booth. =.=
will upload pics later.

Ei, u changed your siggy to match mine, and we have 4 common counters

hahaha yup!
it's time we showed our counters, will have to arrange it in alphabetical order tho

Roughly how much the products worth ....RM50 ?

Here you go!!

This post has been edited by Hapeng: Apr 19 2014, 11:54 PM


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I'd say around RM50. prolly less

quite good already compare to other AGM.

recently announced that their sales arent doing good eh?

U should query them during their AGM - why your nestle wafer crunch look sucky? altho - it tasted good but people perceive it as a lousy product, Good brand name doesnt mean all launches are good

98% product fails.

Expensive stock, not much room for improvement.

Come on FF manager, dump this stock.

2nd - should give out BI, and split the stock by 1:5

not sure bout the sales
1Q profit was flat tho

Agree. The stock is way to expensive at 68.5 now. Even the min 1 lot cost RM6,850...not many people can afford to risk such a big amount. And it is by far the most expensive stock in Bursa. Lower down the price with splits and bonus issue to about RM10...then more people will be able to invest and that surely will jack up the stock price.

toooooo expensive

I agreed, It's kinda expensive. Should do share split

Expensive or not is relative.

If u can buy 100 lots of a penny stock, u CAN buy Nestle.

Nestle is currently trading at P/E 30 with dividend yield of 3%+, IF management were to do a stock split, yes it will improve liquidity, but it won't change the fundamentals one bit - you want people to goreng Nestle til it trades at P/E 50 times with DY 2%???

This post has been edited by Pink Spider: Apr 20 2014, 04:44 PM

Well for me, a company is deemed to be worth the sum of the value of all outstanding shares (market capitalization). It doesn't matter much what each individual share is worth. Someone investing RM10,000 in Nestle doesn't care if there are 320 million shares at RM68 or 640 million shares at RM32. It's all the same.

Unless one can't afford the RM6,800, then yea I can see your point.. but if u can't afford that tho, then its not really worth investing, considering the brokerage fees etc.

Just my humble opinion

LOL! u replied just before me

Ya mar...if Nestle were to do stock split and then goreng-ed til DY <3%, I'd be the first one to dump it.

Many investors can't afford to dump in RM6,800 just for a single stock, specially those who r new to stock investing. Some newbies might want to start on a budget of RM10,000, and with this limited cash, he can't buy 4-6 stocks to do some diversification, but can only afford to buy just 1 lot of Nestle.

with the same cash, there are more than 10 good dividend stock one can hold.
Maxis, Gas Malaysia or Kian Joo are some of the example.

Sorry, my view is Nestle is way too expensive and the return is low.

Say you have 20,000 1 year back

Kian Joo get 8,000, PE 12, DY 1.85%, Price Appreciation 2.48>3.40 37% growth, you earn RM200 div
Nestle 322 PE 29, DY 3.4%, Price Appreciation 1Y 61.80> 68.70 11% growth, you earn RM5 div

The price appreciation itself is way too greater than the earned dividend.

Same case with Gas Malaysia.

So do your calculation, and check, if really Nestle worth to hold and give you both price appreciation & dividened return

So my take to the reader, don't too HUNG UP on Nestle, its not a god stock.

http://www.topyields.nl/Top-dividend-yields-of-KLCI30.php
http://www.bursawave.com/dividend-calculator/

Dude, as I wrote, why are you too hung up on the DY? Its nothing to shout of.

Remember, Maxis pays better dividend. Stock growth pawned the DY.

Stock PRICE growth is market-driven.
Revenue and/or earnings growth is driven by the business of the company.

Study the financials of Maxis vs Nestle, and tell me which has better growth story.

Plus, Maxis has been paying way more than its earnings, and its quite highly geared (i.e. has high borrowings).

I'd rather hold stagnant but cash rich Magnum than Maxis. Well, I could be wrong.

I think you are getting to my point. Yes, why not hold magnum then Nestle?
Maxis is just an example, and don't fret, I don't care about Maxis or whatevea companies you will try to put on the table for argument sake.

My point is simple, div is not all there is and Nestle is not a good stock still.

Bottom line : Nestle sucks and expensive

well actually u put Maxis on the table, anyone can find a better performing company to compare, so yea we can accept your decision that you think Nestle is expensive and not worth it. lets leave it at that.

my decision to buy nestle is because it is the market leader in its segment/industry.

Yeah... and MILO is in every household.. biggest market for MILO now is the Foreign Workers...

And it will (almost) never die. Maggi, Nescafe, Milo, Nestum, these 4 brands alone is a good reason to buy.

U can have Power Root, Ah Huat etc etc etc coming up, but no one can replace Nescafe.

With about 10% growth, this year u have DY 3.5%, next year 3.8%, next next year 4.2%, and so on. What's not to like?

This post has been edited by Pink Spider: Apr 21 2014, 09:30 AM

U no longer drink Milo?

Starbucks VVIP spotted

Reflecting on my rookie investing mindset ....

Yes, Nestle is an attractive company to invest in, good fundamental, etc.

But at the moment, it is too expensive, not just the actual price but the high PE etc.

Current price is well above its intrinsic value (yes, different ways to calculate intrinsic value and which one is reliable?) .

My view is, even with market leaders or good solid fundamental companies, don't get in if the price is not right. Nestle has been in my watch list for at least 3 years now. With its high price now, the upside is less promising than some other companies.

My 2 cents.

Yes, I agree with u in a sense, current entry price is not attractive.

But, if u were to hold for long-term, the fundamentals will eventually catch up.

What if it never drops? U will miss the boat forever (well, u already missed for 3 years).

This post has been edited by Pink Spider: Apr 21 2014, 09:41 AM

Ha ha. I knew it that someone would be replying saying that I have missed 3 years of Nestle return.

In return, there are some companies doing better than Nestle though not as well known as Nestle (with different company fundamental).

My take is, if the price does not drop to my "wish" price, then Nestle will be more than happy not to have my name in their shareholder list! Ha.

Cheerio.

This post has been edited by plumberly: Apr 21 2014, 12:30 PM

And the fact that u see its long term trend, even in a market crash it does not correct much. Pretty safe to treat it as a "bond substitute" to reduce my stock portfolio volatility.

Okay, I rest my case.

If we use unker gark's formula...
growth 10%; DY 3.5%
then PE should be 13.5 or less.
Given that Nestle is ultra defensive, I would relax the PE requirement...
Let's say PE = 20

Resilient consumer spending boosts Nestle's 1Q revenue

http://www.theedgemalaysia.com/business-ne...1q-revenue.html

did anyone heard that if the water problem still go on for next month in KV, Nestle would incur rm15mil loss daily & there's would be staff retrenchment

So many "Bill Ackman" pulling down Nestle

Nestle to increase Milo’s price by 5% to 7%

don't think will affect consumers.

Not just 3 years return which is minor compare to the capital gains...3 years ago Nestle was at RM45 and now RM68.50... 15% annual compound rate of increase.

WTF

buy the shares, get 5-7% growth?

haha... and to offset the price increment u pay to drink milo at mamak.. hahah

btw, i too think that the price is too expensive to enter. like buying 1 lot of nestle share = 3 lots of shares from other company.

Price already near 5y high, should hv bough when price around rm45

I dumped already, moving the money elsewhere. Total gain (price + divvy) of 9%++ in less than 1 year.

Good for you bro

Anyway look on the bright side, I "indirectly own" Nestle by various Amanah Saham Scheme that I invested

This post has been edited by davinz18: Apr 25 2014, 03:13 PM

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