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Overview
Financial Highlight
HeadlinesBusiness Background Heineken Malaysia Bhd is engaged in the production, packaging, marketing and distribution of beverages, mainly alcoholic.
  Surewind Result out after close what! With this results tomorrow only will see it drop most likely, now PE:80+already. 13/08/2020 5:48 PM runroadtokl Many blocking, people less drinking. If drink, drink at home can drink alot? Better go to drink boba.. 13/08/2020 9:38 PM  EatCoconutCanWin Hello haters , asp for alcohol rise each month as ppl start drinking beer like water. 14/08/2020 6:43 AM Jason Tan lucky i already sold this stock since the PN govt took over. The cream de la cream is coming with the coming Budget... PAS only knows what they will do to the sin industry... surprised by the loss though. I thought people drink more during bad times... thats why a lot of mabuk accidents. 14/08/2020 7:47 AM hellbender Drop below RM20 i consider... lol... and must change govt to boot... hahaha 14/08/2020 9:45 AM ahgoo @LongTermInvestor8, @5354 this is a Heineken forum, they have their own forums for you to push MPI or commenting on BAT. I believe if you are patient you will be rewarded for holding Heineken. Two catalysts: 1) Virus abates, vaccine made available. 2) Securing dividends 14/08/2020 11:37 PM  James Ng https://klse.i3investor.com/blogs/general/2020-08-21-story-h1512451274.jsp [转贴] [HEINEKEN MALAYSIA BHD：酒吧和娱乐场所等拥有酒许可证的商店仍被禁止营业，而餐馆和咖啡店等贸易场所的销售却因人们的消费模式转变而倾向于外卖和居家网购，导致销售因病毒大流行而缓慢] - James的股票投资James Share Investing 21/08/2020 8:39 AM  enigmatic [control your emotions, discipline your mind] Price gone down? That's great! Even better if it crashes to RM17+ support when I'll start collecting more for the long term. 27/08/2020 9:58 PM  iCE COOL Its a temporary set back for both HEIM and Carlsberg due to current pandamic/RMCO extend. As long as they could manage their cash flown well (alas their debt is low), their business model is still relevant. People still drinking beer, just that lower sales during this time, where its reflected on its share price. Eventually, this pandemisc will be over(not sure how long), and their business will back on track. For me its good time to collect at this price(Fair valuation based on its 10y historical PE) and collect dividend while waiting the pandemic is over. 29/08/2020 5:15 PM Rock_n_roll ready for blood bath... RMCO till end of the year and impact from MCO not fully reflected yet... sustaining at RM20 due to HODL TP got downgraded all over the world. I would wait at RM15 to collect 02/09/2020 11:22 AM ttluck when vaccine is ready...then baru correct timing enter....every1 celebrate...haha... 04/09/2020 2:27 PM NavinShah Why all of you creating panic. You want buy or sell just do it lah. Doing nothing spreading panic. 14/09/2020 2:24 PM YOLOorLOL aiyo...why all guy so scare psycho by orang pAS, dont forget now they need sabah sarawak, they dare to ban alcohol or not? now they r scare of them , sabah majority is orang dusun , dusun ppl , drink white wine, ans sawarak majortiy is christine, they dare to ban bo hahahaahhaah, 14/09/2020 2:35 PM NavinShah PAS members are not mad to BAN alcohol. They too need revenue to run a country. Now they can say anything to get support from the people. Once in power leaders become responsible for what they say. Now they talk only to benefit certain group of people. So don't do business in a normal way. Nothing going to happen. Buy Genting Carlsberg BAT Henniken and all sin stocks. 14/09/2020 5:58 PM sheldon The lure of money cuts across all the religions. All so-called morals & ethics will fly through the window. 15/09/2020 5:52 AM NavinShah Sheldon, do you know? Nowadays money is god. The word god has lost its meaning. We are all running after money. When die nothing comes with us. 16/09/2020 8:00 AM kelvin_ik4u This Heim AGM actually provide a good business indicator during RMCO recovery for Heim witj 80 to 85% business sales back to pre Covid19 time during Mid Jun to end Aug. Roughly estimate, the business will go back to 85% prior pre Covid19 business sales. Expected robust recovery towards 85% revenue and earn profit back in Q320 and subsequently full business operation and sales back recover back to previous Q419 on YoY comparison especially during year end sales. 16/09/2020 11:13 PM NavinShah PAS members are also humans. They too must be having habits like smoking, drinking gambling and also night club ing. So don't worry about them coming into power. They will relax rules further. Maybe no more SIN TAX. 17/09/2020 11:06 AM BatteriesNotIncluded O&G Recovery, which stock to invest? Once vaccine is out, O&G will be one of the next industry to rally. Invest now. https://klse.i3investor.com/blogs/ndcg/2020-08-28-story-h1511677632-Serba_Dinamik_40_Upside_Hidden_Gem.jsp 17/09/2020 5:31 PM kelvin_ik4u HEIM shoot up, opportunity trend to buy F&B especially both HEIM & Carlsberg is on up trend. As we all know coming Q3'20 Qtr result will be way better than Q2'20 due to MCO lock down mid Mar till mid Jun. By late 2wk last Jun mth, MCO lift off, replace by RMCO recovery. Now, many people go out for dinning, drinking, hanging out to bistro, cafe cum pub alike, open till 2am after government announced too. So expected Q3'20 July to Sep result will be much better, assumption hit EPS 18 to 20sen conservatively based on 80% to 85% business sales recovery in Q3'20 per HEIM AGM stated. Dont miss this opportunity to climb above share price RM28. Prior pre-Covid19 HEIM end Feb hit RM31.78, so estimate RM26 to RM28 sound reasonable. 19/09/2020 4:35 PM longranger @kelvin, i strongly believe its fully recovered vs last year qtr and even better 19/09/2020 10:27 PM  | |
