Bowman Su's comment on CKI. All Comments

Bowman Su
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Cuckoo has launched an associate sales partner (ASP) structure and signed four independent businesses to expand its sales network

https://themalaysianreserve.com/2026/10/01/cuckoo-...aysia-expands-sales-network-with-four-associate-sales-partners/
Bluebird Tiong
This ASP model is basically Cuckoo trying to aggressive scale their distribution without heavy overhead so if they play their cards right this should definitely pump their revenue numbers moving forward.
Like · 1 month · translate
Luke Low
I think this ASP model can help them to capture more market share soon, we will see
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Bowman Su
believe they can push their Malaysia market share above 20%
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Kuromi
With their aggressive expansion and subscription model, I think is possible
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Unown Unown
but must watch out whether the heavy marketing eating into their margins
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Bowman Su
If they can get more sales agents on board, sales should go up, and then they can better cover their marketing expenses
Like · 4 weeks · translate
Jason Wan
Once they recruit more agents to boost those sales, the economies of scale will definitely make their marketing spend look super worth it.
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Sheldon
The recent budget also in their favour to boost the revenue
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Jia Cheng
@Sheldon this year budget seems like a good catalyst la, but need to see upcoming results to validate
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Simon Reyes
Budget catalyst damn steady but wait for earnings confirm if the growth actually translate to bottom line then only we talk big.
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Sheldon
Steady growth momentum plus their strong household penetration really shows long-term potential, just gotta keep watching those earnings to see the profit margin bloom.
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Bowman Su
With more tax relief and cash aid next year, households should have more spending power
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Bowman Su
better household income also means more new customers and better repayment rates btw
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