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$SUNWAY (5211.MY)$ Now negative sentiment dominate the market. Local institutions are not willing to enter, foreign capitalists are dumping, retail investors lagi jialak, scared like hell.
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Here are the top 10 U.S. companies that typically benefit the most during the year-end festive season, along with the reasons for their advantage:
1. $Amazon (AMZN.US)$ Amazon
• Why: Amazon dominates online retail, offering deals during Black Friday, Cyber Monday, and the holiday season. Its Prime membership, logistics network, and diverse product catalog make it a go-to destination for holiday shopping.
2. $Walmart (WMT.US)$ Walmart
• Why: Walmart thrives du...
1. $Amazon (AMZN.US)$ Amazon
• Why: Amazon dominates online retail, offering deals during Black Friday, Cyber Monday, and the holiday season. Its Prime membership, logistics network, and diverse product catalog make it a go-to destination for holiday shopping.
2. $Walmart (WMT.US)$ Walmart
• Why: Walmart thrives du...
![Festive Season Beneficiaries | 节日季受益者](https://sgsnsimg.moomoo.com/sns_client_feed/102512778/20241210/bee36d6f0c54d5dd536d65c5380261bc.jpg?area=104&is_public=true)
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$NVIDIA (NVDA.US)$ Superceded pass 6 Bulls comes the large 3 Red Soldiers formation …… Deeper Red incoming 🩸🩸🩸🩸🩸🐺🍷
Well Done Bears 🤝
Well Done Bears 🤝
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#familymartmalaysia
In 2016, QL introduced FamilyMart, and in the following years, the valuation has been steadily increasing, reaching nearly 70 times in 2020. In the next 4 years, it entered the stage of debt repayment, striving to make net income catch up with the valuation.
In October 2020, the stock price once hit a historical high of RM7.20, equivalent to RM4.80 now. After a long effort, QL's annual net income has grown from RM239 million in FY2020 to RM458 million now (TTM over the past 12 months). The valuation has also dropped from a peak of 70 times to around 39 times now.
Over the past 5 years, FamilyMart's profit growth has nearly quadrupled, reaching 16.3% of revenue in 2024, and increasing to 17.5% in the first half of FY25. The convenience store model of FM has entered a mature growth phase, and it is expected that the revenue in the coming years will gradually grow to account for 20% of the company.
In the past few years, QL management has also been actively exploring green energy business in its subsidiary BMGRREE. This will be the growth engine for the next 2 - 3 years. Furthermore, QL's latest market cap ranking is 30th in the Malaysian stock market, and in 6 months, it will face competition from AMBANK, which is currently ranked 28th in market cap.
In today's cash-driven society, QL's corporate spirit and consistent stability over the past 20 years make it a unique presence. I hope it...
In 2016, QL introduced FamilyMart, and in the following years, the valuation has been steadily increasing, reaching nearly 70 times in 2020. In the next 4 years, it entered the stage of debt repayment, striving to make net income catch up with the valuation.
In October 2020, the stock price once hit a historical high of RM7.20, equivalent to RM4.80 now. After a long effort, QL's annual net income has grown from RM239 million in FY2020 to RM458 million now (TTM over the past 12 months). The valuation has also dropped from a peak of 70 times to around 39 times now.
Over the past 5 years, FamilyMart's profit growth has nearly quadrupled, reaching 16.3% of revenue in 2024, and increasing to 17.5% in the first half of FY25. The convenience store model of FM has entered a mature growth phase, and it is expected that the revenue in the coming years will gradually grow to account for 20% of the company.
In the past few years, QL management has also been actively exploring green energy business in its subsidiary BMGRREE. This will be the growth engine for the next 2 - 3 years. Furthermore, QL's latest market cap ranking is 30th in the Malaysian stock market, and in 6 months, it will face competition from AMBANK, which is currently ranked 28th in market cap.
In today's cash-driven society, QL's corporate spirit and consistent stability over the past 20 years make it a unique presence. I hope it...
Translated
![QL's retail gold hen FamilyMart is rising steadily.](https://sgsnsimg.moomoo.com/sns_client_feed/102129971/20241207/ad30b4ef61ce23584de30298ee3bd362.jpg/thumb?area=104&is_public=true)
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The consortium officially acquires at 11 ringgit per share.
A consortium led by Khazanah and the Employees Provident Fund (EPF) has officially proposed to acquire at 11 ringgit per share today. $AIRPORT (5014.MY)$。
Prior to this, the acquisition proposal had obtained approval from the relevant regulatory authorities.
Malaysia Airlines was initially listed on the Malaysian stock market in 1999, becoming the first in Asia and the sixth globally to be listed as an airport operating company. This also means that 25 years after its listing, Malaysia Airlines is officially moving towards privatization.
According to the press release, after obtaining approval from domestic and foreign authorities, and meeting the prerequisites of the acquisition proposal, the consortium formally announced its acquisition of the remaining shares of Malaysia Airlines.
The acquisition offer is 11 ringgit per share, a 6% premium over Malaysia Airlines' last trading price of 10.34 ringgit on last Friday, equivalent to a 38 times price-to-earnings ratio.
The proposal still comes with conditions, requiring the consortium to hold at least 90% of the shares, including those already held, by the acquisition deadline.
Currently, the consortium and its affiliated companies hold 41.1% of Malaysia Airports.
Malaysia members hold 70% of the shares.
Malaysia Airports is responsible for managing 39 airports nationwide, including 5 international airports and 17 small airports. They also own an international airport in Istanbul, Turkey.
If this acquisition proposal, first announced in May 2024, is successful, Malaysia members in the consortium will hold 70% of Malaysia Airports shares, while the foreign partner - Abu Dhabi Investment Authority (...
A consortium led by Khazanah and the Employees Provident Fund (EPF) has officially proposed to acquire at 11 ringgit per share today. $AIRPORT (5014.MY)$。
Prior to this, the acquisition proposal had obtained approval from the relevant regulatory authorities.
Malaysia Airlines was initially listed on the Malaysian stock market in 1999, becoming the first in Asia and the sixth globally to be listed as an airport operating company. This also means that 25 years after its listing, Malaysia Airlines is officially moving towards privatization.
According to the press release, after obtaining approval from domestic and foreign authorities, and meeting the prerequisites of the acquisition proposal, the consortium formally announced its acquisition of the remaining shares of Malaysia Airlines.
The acquisition offer is 11 ringgit per share, a 6% premium over Malaysia Airlines' last trading price of 10.34 ringgit on last Friday, equivalent to a 38 times price-to-earnings ratio.
The proposal still comes with conditions, requiring the consortium to hold at least 90% of the shares, including those already held, by the acquisition deadline.
Currently, the consortium and its affiliated companies hold 41.1% of Malaysia Airports.
Malaysia members hold 70% of the shares.
Malaysia Airports is responsible for managing 39 airports nationwide, including 5 international airports and 17 small airports. They also own an international airport in Istanbul, Turkey.
If this acquisition proposal, first announced in May 2024, is successful, Malaysia members in the consortium will hold 70% of Malaysia Airports shares, while the foreign partner - Abu Dhabi Investment Authority (...
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