All Comments on CCK Reload

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Jason Ngu
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爲提振利潤,新成立的卡夫亨氏公司隨即啓動成本削減計劃,並展開收購狂潮,其中包括2017年試圖以1430億美元收購聯合利華(UL.US)卻以失敗告終的交易。

然而,就在公司忙於削減成本、尋求收購之際,卻未能察覺消費者口味已轉向更健康的食品選擇。隨着市場對加工奶酪、熱狗等產品的需求下滑,公司銷售額承壓,最終不得不承認旗下卡夫與奧斯卡·梅耶品牌的估值遠低於預期,並計提了150億美元的資產減值損失。
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SmallMidCapxx
我看来还没有很多人认为热狗真的超不健康,印尼的话,应该更…; 鸡肉高蛋白质,low saturated fats (比较牛羊猪)如果人们健康意识提高,那会更选择鸡肉. 鸡蛋是刚需,最便宜的蛋白质来源
Like · 13 hours · translate
SmallMidCapxx
Cck can raise egg n chicken price if public buying power increases. Malaysia minimum wage incresse is good for cck. For muslim countries like malaysia and indonesia, chicken is the cheapest and popular meat. Fish is pricier, lamb and beef are the most expensive. If economy is bad, ppl will opt for cheaper alternative.
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Like · 12 hours · translate
wong teckhing
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It is a good QR ?
SmallMidCapxx
I think it is not bad. Considering they divested 30% of adilmart, the profit (to common shareholder) would definitely drop but it hold up quite good. The ‘other income’ is less substantial (less government subsidy). When subsidy is removed, it also means price control is removed, good and bad. Moving forward, just hope that malaysia side retail and poultry do not drop further. Indonesia side continues double digit growth.
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Like · 2 days · translate
Lim Jie
The other income for this quarter is probably from the short-term investments I guess. I think there is no many subsidy given by gov.
1 Like · 1 day · translate
Azhan Mat Nordin
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bila mahu break 1.35 ni..
Noname S
macam business tak berapa lancar kerana orang tiada duit lebih untuk belanja dalam economi macam ni.
Like · 1 month · translate
Rashid Ibrahim
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Noname S
1 Like · Reply
seen like no volumes and too silent hahaha
Rashid Ibrahim
Got it Nonam bro. Anyyhow, i teka keputusan q1 pasti bagus punya
1 Like · 3 months · translate
Rashid Ibrahim
q1 okay, tapi harga saham jatuh ...
Like · 2 months · translate
wong teckhing
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1.28 OMG ~~~~~
Noname S
1 Like · Reply
congraz to those still got hold it but better dun chase high. cheers!
Noname S
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how come today no ppl queue sell? No cheap tickets ops.....
Noname S
got chicken farm and produce own brand eggs as well.
Like · 4 months · translate
Nw. JFF
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要取消鸡蛋补贴了。。。。。。。
wong teckhing
cck 有鸡蛋的产品?
Like · 4 months · translate
Noname S
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Time to accumulate during low prices if anyone interested hahaha.
Samuel Chan
1 Like · Reply
關稅的 目的 1 減低美國國債增長的速度 , 這麼快的速度, 美國佬受不了了 , 所以需要開源節流

2 把一部分供應鏈搬回美國 , 把 工作外包給中國, 然後中國用 供應鏈 威脅美國 , 美國佬覺得自己是傻的,一方面讓美國人有工作, 第二, 萬一開戰, 供應鏈在敵國, 開什麼玩笑?

3 重朔全球 供應鏈, 這個我幾年前就說過 , WTO 2.0 , 這次美國會小心塞選, 不守規矩的國家 不準進來。

4 順便解決比如 fanytanyl 的問題

結論 未來幾年,結論中的結論 CCK hoseh liao。

兩個最大 的 input cost , 能源和 飼料 價格下跌 , 然後加上印尼這個 大肥佬市場 , 打個比方 , 就有如車子裝了兩顆engine 不飛都幾難

結論: 快點跟美國談判, 首先幾個國家會有甜頭, 以作範例。 哪一個國家先談談妥, 哪一個國家 股市先反彈 。 原油價格議定下跌, 因為 關稅多少會引起通膨, 原油價下跌 , 大豆價還有 corn 價 下跌 會對沖這個問題
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Lim Jie
Noname, yes me also look good for this stock. Hope management can disclose more detailed information abt Indonesia development in coming annual report. Honestly I don't want too much people aim for this stock haha.
Like · 4 months · translate
Noname S
not high volumes stock but keep for dividend is the best choice. hahaha
Like · 4 months · translate