All Comments on CCK Reload

Login to comment.
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
Show more
Lim Jie
relax bang sabr
Like · 6 hours · translate
Lim Jie
Like · Reply
People who panic sell CCK this month 心情应该蛮刺激的
Sharehoarder
hoot 99 around 1.1
Like · 1 week · translate
Ashley Ma
PE 11。 多吸引人。我买。
Like · 1 week · translate
muhammad hidayat
1 Like · Reply
nampak duituntung
Hong Chew Eu
2 Like · Reply
CCK’s profits are falling, but the growth story is not over yet

Bursa Malaysia CCK operates four key segments - retail, poultry, prawn, and food services. Retail is the dominant revenue driver, contributing nearly twice that of poultry. Vertical integration supports cost efficiency, but raw material price fluctuations remain a risk.

While revenue has grown, profitability declined due to higher costs and the end of government subsidies for poultry. The stock price saw strong gains but has since pulled back, reflecting investor caution on margin pressures. Despite this, CCK remains in the Goldmine quadrant in the Fundamental Mapper, signaling strong fundamentals and low investment risk.

https://i.postimg.cc/vZzP3Bsr/CCK-3-Mar-2025.png

Despite near-term cost pressures, CCK has several strategic initiatives that could drive future growth:

• Retail & Indonesian Growth – Store expansions and rising demand for in-house processed products.

• Strategic Partnership of its Indonesia outfit to boost manufacturing and exports.

• Cost Management – Vertical integration helps, but feed price volatility remains a challenge.

While CCK is fundamentally strong, it must navigate cost pressures to sustain its Goldmine positioning. Retail and Indonesian expansion are key to long-term growth.
Show more
Lim Jie
satu kali special, satu kali ordinary
Like · 2 weeks · translate
Rashid Ibrahim
tunggu lah, belum ada announcement lagi tentang ordinary dividen
Like · 1 week · translate
Lim Jie
7 Like · Reply
不算业绩炸弹,从印尼带钱回来马来西亚,被印尼抽税而已
Lim Jie
哈哈哈可以来看看,但是我蛮懒惰经营的,只是如果要吹水还是可以过来的
Like · 1 month · translate
Yike
not kena bird flu meh so lucky
Like · 2 weeks · translate
Rashid Ibrahim
1 Like · Reply
Boleh tahan q4nya. Tak buruk sangat
https://theedgemalaysia.com/node/745858
Cady Poke
Profitable still
Like · 1 month · translate
Kindle Amazon
Like · Reply
明天跌停板。
Ashley Ma
sabi。。。。。。。。。。。
Like · 1 month · translate
MadLife Momo
Like · Reply
恭喜发财?
Sammy Foo
Like · Reply
what happens?
Sammy Foo
gg.com now any idea what is the next support? 1.2?
Like · 2 months · translate
Rashid Ibrahim
nampak mcm ... tunggu q4nya dulu
Like · 2 months · translate
Chiashirn Lee
Like · Reply
1.60,做个小股东。顺便赚点利息收入过年。加油!
Lim Jie
加油,我也持有这公司近半年,也会一直慢慢加仓,喜欢这个管理层的长年作风
Like · 2 months · translate
Rys Lih
CNY need a lot egg and chicken high demand sales up
Like · 2 months · translate