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 Nestle below RM70, lowest in 10y, EPF keep buying, confused...

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yehlai
post Mar 10 2025, 01:34 PM

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QUOTE(diffyhelman2 @ Mar 10 2025, 01:16 PM)
Those are tech company subject to obsolescence. Another reason Buffett avoids tech.
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What you said is not wrong
but don't underestimate consumer sentiment + boikot issue
their business confirm won't die like Nokia
but if revenue drop and falling knife.. personally I won't take the risk
Risk Reward is not good (as they are not high growth stock)

Some consumer complaint milo is not taste same as last time
Maggi also hit by Korean and Indonesia brands

It's staple but still have a lot substitute

user posted image

user posted image

This post has been edited by yehlai: Mar 10 2025, 01:41 PM
TSpremier239
post Mar 10 2025, 01:35 PM

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QUOTE(diffyhelman2 @ Mar 10 2025, 01:16 PM)
Those are tech company subject to obsolescence. Another reason Buffett avoids tech.
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dun simply stuck up shit to Buffett lettew

Nestle Msia has indeed faced a fundamental shift, alot of ppl are seriously able to live off without it, due to abundance of alternative brands

the "indestructible Nestle" story we had decades ago no longer applicable

This post has been edited by premier239: Mar 10 2025, 01:37 PM
annoymous1234
post Mar 10 2025, 01:40 PM

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QUOTE(yehlai @ Mar 10 2025, 01:00 PM)
You got any news on their revenue?
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Its net profit for the fourth quarter plunged 72.2% y-o-y to RM41.10 million – the lowest since 2013.
diffyhelman2
post Mar 10 2025, 01:41 PM

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QUOTE(premier239 @ Mar 10 2025, 01:35 PM)
dun simply stuck up shit to Buffett lettew

Nestle Msia has indeed faced a fundamental shift, alot of ppl are seriously able to live off without it, due to abundance of alternative brands

the "indestructible Nestle" story we had decades ago no longer applicable
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for consumer staples, scale matters... eventually the suppliers boil down to a few consolidated mega corps. those alternative brands...eventually will also consolidate and be bought over, or get "investement".
mois
post Mar 10 2025, 01:44 PM

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QUOTE(soul78 @ Mar 10 2025, 12:47 PM)
weird indeed... this really doesnt make sense...

Even my awesome TA, indicator still showing continuous drop without end.. why buy soo early??..
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0.618 + Monthly RSI oversold.

This is my version of buying the dip brows.gif.

TS thanks for head up. This is a buy opportunity. But abit too early. Wait for bounce.

This post has been edited by mois: Mar 10 2025, 01:47 PM
Dweller
post Mar 10 2025, 01:52 PM

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badmilk come share your insider story. Worth to buy or not
brkli
post Mar 10 2025, 01:55 PM

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so what u want EPF to do? buy high sell low??
SUSbadmilk
post Mar 10 2025, 04:58 PM

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QUOTE(Dweller @ Mar 10 2025, 01:52 PM)
badmilk come share your insider story. Worth to buy or not
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Lol- i am now collecting funds - to buy as much as possible-

Don’t quote me -

But April 25 , we will announce the highest sales in 10 years history-for Q1 2025

Some fucker leaked our internal sales data to EPF - now they hoarding

Cibai

This post has been edited by badmilk: Mar 10 2025, 04:58 PM
mick84
post Mar 10 2025, 05:07 PM

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is it? Then I WTB also.. NBDRE!
TrustULoveU
post Mar 10 2025, 05:08 PM

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wow dipped?
ZeaXG
post Mar 10 2025, 05:13 PM

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39 PE with 2.5% DY still too overvalued ler. Wait RM40 maybe la
Knnbuccb
post Mar 10 2025, 05:14 PM

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QUOTE(badmilk @ Mar 10 2025, 04:58 PM)
Lol- i am now collecting funds - to buy as much as possible-

Don’t quote me -

But April 25 , we will announce the highest sales in 10 years history-for Q1 2025

Some fucker leaked our internal sales data to EPF - now they hoarding

Cibai
*
And now tis fker leaking it all online
Jasonist
post Mar 10 2025, 05:14 PM

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wat happen these days.. why all shares got a dip? when will rebound?
katijar
post Mar 10 2025, 05:16 PM

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Maggi milo nescafe


Hnnnghh
mois
post Mar 10 2025, 05:23 PM

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QUOTE(premier239 @ Mar 10 2025, 12:30 PM)
user posted image
user posted image
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TS what website you can see the EPF buying activity? Above photo is public one?
SUSbadmilk
post Mar 10 2025, 05:25 PM

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QUOTE(Knnbuccb @ Mar 10 2025, 05:14 PM)
And now tis fker leaking it all online
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With the way epf is hoarding.. hahah doubt we can get alot of stocks.

MasBoleh!
post Mar 10 2025, 05:30 PM

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QUOTE(badmilk @ Mar 10 2025, 04:58 PM)
Lol- i am now collecting funds - to buy as much as possible-

Don’t quote me -

But April 25 , we will announce the highest sales in 10 years history-for Q1 2025

Some fucker leaked our internal sales data to EPF - now they hoarding

Cibai
*
Thank you so much Nestle shareholder, I will buy so that you can offload it
SUSbadmilk
post Mar 10 2025, 05:32 PM

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QUOTE(MasBoleh! @ Mar 10 2025, 05:30 PM)
Thank you so much Nestle shareholder, I will buy so that you can offload it
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I just wanna make 20%

… hopefully can collect enough money to buy.

I saw epf today keep buying- jesus- NON STOP - will make a killing on april- fucker epf buy 100k units

Good to have unlimited money

This post has been edited by badmilk: Mar 10 2025, 05:34 PM
SUSnoos
post Mar 10 2025, 05:34 PM

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Kito sudah menong!! flex.gif
SUSBoomwick
post Mar 10 2025, 05:35 PM

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Mixue took their marker share ka?,

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