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Starship Supreme	03-Apr-2019 23:48        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	n3wbie      ( Date: 03-Apr-2019 22:40) Posted: has anyone also noticed that Iceberg Research for some reason has been tweeting about developments surrounding BW? not sure what their motives might be in following a SG company so closely, which is quite unheard of, or at least from my observations of them picking their next target.
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n3wbie Elite	03-Apr-2019 22:40        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	has anyone also noticed that Iceberg Research for some reason has been tweeting about developments surrounding BW? not sure what their motives might be in following a SG company so closely, which is quite unheard of, or at least from my observations of them picking their next target.
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dimebag Master	03-Apr-2019 17:48        dimebag About Contact  Quote this Post!
x 0   x 0  Alert Admin	Whatever bad news affects this stock, they always have deep enough pockets to prop the stock up.
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BestOfBest Member	03-Apr-2019 17:18        BestOfBest About Contact  Quote this Post!
x 0   x 0  Alert Admin	2019 ....CLSA & BT spinners expected to outperform writing negative stories about BW 2020.....HKC.
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bwavep Senior	03-Apr-2019 17:09        bwavep About Contact  Quote this Post!
x 0   x 0  Alert Admin	don' t forget, this clsa sell call was also a raise of target price from previous lowball figure.  in other words the house view was previously way off as well...  positivity88      ( Date: 03-Apr-2019 14:15) Posted: Bro remember the nextinsight interview... if not wrong that guy was previously from CLSA.... he was Long.. and now his previous firm call sell... bwavep      ( Date: 03-Apr-2019 13:40) Posted: yes, its not so much about trust but recognising the immediate effect of such a report. BW at end of the day has to prove to the market what its intrinsic value is wort
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zandlery Supreme	03-Apr-2019 16:32        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I'm one of them. Bought yesterday 2.07. This morning drop till 2.00 I quickly sell...... Damn..... Haha. Never expect the reversal. s100125      ( Date: 03-Apr-2019 15:33) Posted: Kan Chiong spiders all kana play out to sell cheaply in the morning , now going up. gravity8888      ( Date: 03-Apr-2019 15:04) Posted: Wow rebounded sia
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SgYuan Supreme	03-Apr-2019 16:30        SgYuan About Contact  Quote this Post!
x 0   x 1  Alert Admin	ew w0 192 w1 205 w2 198 w3?... w1 13 w2 7 w3 21 tgt 219 - now here px hit 213 w4 8 tgt 211 w5 13 tgt 224 SgYuan      ( Date: 03-Apr-2019 09:10) Posted: week chart low hit and rebound. - px hit 192 SgYuan      ( Date: 02-Apr-2019 20:21) Posted: day chart low support so easily broken - left week chart low bollinger @190 - trend is moving to week low - unless px supported
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beng1102 Elite	03-Apr-2019 16:16        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Talk is cheap!  Is all about creating panic by publishing half cooked article in the BT and wait for green bird to sell cheap and they will rig in big buck. s100125      ( Date: 03-Apr-2019 15:33) Posted: Kan Chiong spiders all kana play out to sell cheaply in the morning , now going up. gravity8888      ( Date: 03-Apr-2019 15:04) Posted: Wow rebounded sia
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s100125 Elite	03-Apr-2019 15:33        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Kan Chiong spiders all kana play out to sell cheaply in the morning , now going up. gravity8888      ( Date: 03-Apr-2019 15:04) Posted: Wow rebounded sia
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gravity8888 Supreme	03-Apr-2019 15:04        gravity8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow rebounded sia
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positivity88 Veteran	03-Apr-2019 14:15        positivity88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro remember the nextinsight interview... if not wrong that guy was previously from CLSA.... he was Long.. and now his previous firm call sell... bwavep      ( Date: 03-Apr-2019 13:40) Posted: yes, its not so much about trust but recognising the immediate effect of such a report. BW at end of the day has to prove to the market what its intrinsic value is worth gravity8888      ( Date: 03-Apr-2019 11:10) Posted: I dun trust CLSA report anyway... Always their analysis always missed
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bwavep Senior	03-Apr-2019 13:40        bwavep About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes, its not so much about trust but recognising the immediate effect of such a report. BW at end of the day has to prove to the market what its intrinsic value is worth gravity8888      ( Date: 03-Apr-2019 11:10) Posted: I dun trust CLSA report anyway... Always their analysis always missed
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positivity88 Veteran	03-Apr-2019 13:39        positivity88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Once analyst start downgrade I think even kampong people start to throw... first out wins.. still got a lot of profit to be taken ... imagine the bonus issue they got .. NOT vested.. just don?t want bros to get burnt.. better hope their ceo never pledge shares for personal loan or anything if not sure very ugly later
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investshare Supreme	03-Apr-2019 12:23        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is it right way to calculate the loss? The $8b was the peak, but we all know that was the manipulated number. joker123      ( Date: 03-Apr-2019 11:57) Posted: https://www.straitstimes.com/business/companies-markets/penny-stock-crash-accomplice-goh-hin-calm-pleads-guilty-to-2-of-6-charges This guy causes a $8 billion wipe off but jail only 36 months Well Worth it $8 billion for 3 years freedom, come out still a billion aire. That is WHY SO MANY FRAUD. AVOID AT ALL CAUSE PLEASE. SAVE YOUR MONEY  joker123      ( Date: 03-Apr-2019 11:53) Posted: The Real Story Behind Blumont, Asiasons And LionGold | The Motley ... Remember this article ? i will not pay for Best world, goes up fast and comes down fast, maybe buy at $0.20, below the NA
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joker123 Senior	03-Apr-2019 12:00        joker123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.straitstimes.com/singapore/courts-crime/ex-uob-banker-jailed-for-cheating-offences-involving-more-than-200000 What has our society become ?  joker123      ( Date: 03-Apr-2019 11:57) Posted: https://www.straitstimes.com/business/companies-markets/penny-stock-crash-accomplice-goh-hin-calm-pleads-guilty-to-2-of-6-charges This guy causes a $8 billion wipe off but jail only 36 months Well Worth it $8 billion for 3 years freedom, come out still a billion aire. That is WHY SO MANY FRAUD. AVOID AT ALL CAUSE PLEASE. SAVE YOUR MONEY  joker123      ( Date: 03-Apr-2019 11:53) Posted: The Real Story Behind Blumont, Asiasons And LionGold | The Motley ... Remember this article ? i will not pay for Best world, goes up fast and comes down fast, maybe buy at $0.20, below the NA
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joker123 Senior	03-Apr-2019 11:57        joker123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.straitstimes.com/business/companies-markets/penny-stock-crash-accomplice-goh-hin-calm-pleads-guilty-to-2-of-6-charges This guy causes a $8 billion wipe off but jail only 36 months Well Worth it $8 billion for 3 years freedom, come out still a billion aire. That is WHY SO MANY FRAUD. AVOID AT ALL CAUSE PLEASE. SAVE YOUR MONEY  joker123      ( Date: 03-Apr-2019 11:53) Posted: The Real Story Behind Blumont, Asiasons And LionGold | The Motley ... Remember this article ? i will not pay for Best world, goes up fast and comes down fast, maybe buy at $0.20, below the NAV gravity8888      ( Date: 03-Apr-2019 11:10) Posted: I dun trust CLSA report anyway... Always their analysis always missed
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joker123 Senior	03-Apr-2019 11:53        joker123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Real Story Behind Blumont, Asiasons And LionGold | The Motley ... Remember this article ? i will not pay for Best world, goes up fast and comes down fast, maybe buy at $0.20, below the NAV gravity8888      ( Date: 03-Apr-2019 11:10) Posted: I dun trust CLSA report anyway... Always their analysis always missed
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gravity8888 Supreme	03-Apr-2019 11:10        gravity8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I dun trust CLSA report anyway... Always their analysis always missed
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beng1102 Elite	03-Apr-2019 11:05        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The report is carefully worded and very vague in the timelines.  So it will be correct to say the market would be saturated oneday but when?  Tomorrow or 5 years down the road? FreedomInvestor      ( Date: 03-Apr-2019 10:31) Posted: Extract from the Report: Boom or bust? China  growth reminiscent of earlier boom-and-bust experiences Best World&rsquo s (BW) strong growth has typically been underpinned by a single country: Indonesia had anchored 2006-08 growth before revenue collapsed Taiwan was the focus during 2013-16 before an unexpected decline in 2017. In both instances, sales have failed to recover. With China sales surging, momentum in 2019 is set to continue, but we are concerned if the strong growth is sustainable. This is underscored by results of an online search on Baidu/WeChat, where the direct-selling company&rsquo s flagship brand, Dr&rsquo s Secret, is ranked much lower than peers. Our revised numbers are below consensus. Maintain SELL to a new S$1.75 target (from S$1.29). The boom-bust experience in Indonesia Despite a diversified geographical exposure, BW&rsquo s strong performance is usually anchored to a single country. Prior to the 2008 crisis, Indonesia had been a key driver as BW successfully engaged the Indo community in Singapore to distribute in Indonesia. Although there were regulatory issues regarding imports in 2009, BW did adapt by enhancing the product mix. However, sales have failed to recover despite a recovery in Indonesia&rsquo s GDP after the crisis. Revisiting our May 2017 cautious view on Taiwan We expressed concerns in May 2017 - despite BW delivering above-consensus estimates (thanks to China) - due to an unexpected slowdown in Taiwan. We attributed the sharp slowdown to inventory overbuild among distributors. Sales in Taiwan have yet to recover from 2017-18 levels despite BW&rsquo s efforts to improve its market positioning. Red flags in China as consumer interest trails revenue outperformance China is now BW&rsquo s key market (54% of revenue). A stronger-than-expected 4Q18 implies momentum in 2019 will continue, but we are concerned the issues faced in Indonesia and Taiwan could repeat. Our online study on the Chinese market using Baidu/WeChat Trends API, however, indicates weak consumer interest (proxy via the number of domestic searches) on BW and its product, Dr&rsquo s Secret (晳 之 密 ). China, being a relatively new market, explains its strong performance as they expand distributors during the initial phase, but the significant gap between consumer interest and revenue implies momentum could stall once the number of distributors reaches saturation. Retain SELL with new S$1.75 target Our revised estimates suggest a strong 2019 (16% above Bloomberg consensus as earnings could surprise) before a decline in 2020-21 (32-44% below as end demand sellthrough could be challenged). Our S$1.75 target is based on 12x PE (avg 19-21CL EPS). dark_knight      ( Date: 03-Apr-2019 09:53) Posted: anyone know where i can read the CLSA report ?
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beng1102 Elite	03-Apr-2019 11:03        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	no lah!  Latest report free cash balance alone is $0.37 per share. michaeltan      ( Date: 03-Apr-2019 10:13) Posted: Surely PwC has found out something...NAV for the group is only $0.31 Trading with caution. DYODD! beng1102      ( Date: 03-Apr-2019 09:40) Posted: New her but not new in SGX.  This kind of report are just help them to trade and make more profit.  Brand name ranking low is ok for as long as it is still gain market share and branding will improve.  China is so big and will not go down like Taiwan and Indonesia so quickly.  This report is just creating Trading opportunity for themselves.  Look at cash flow, there is a lot of free cash balance and dividend raise to 4.2 centrs all thes are real and just analysis.
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