Showing posts with label consumer stocks. Show all posts
Showing posts with label consumer stocks. Show all posts

Monday, August 15, 2016

YEELEE - Little RED-Riding-BULL 一粒小“红牛”

It had been one year since GST was implemented in Malaysia. The confidence from the consumers had been revived. Most consumers now had get used to the GST. So it's also our time to look at the consumer sector and the consumer counters in our FBMKLCI. Why consumer sectors? Click here to refer to my previous post, Consumer - The Next Jewel Sector to be Aimed. And YEELEE will be my jewel counter of consumer sector for the year 2016

YEELEE began its core business as an edible oil repacker in Malaysia in 1968. Since then, it had grown into a fully integrated manufacturer and distributor, venturing into various sectors, such as manufacturing, marketing and distribution of fast moving consumer products, plantation and eco-tourism.

YEELEE basically operates in four segments:[1][2][3]
a) Manufacturing - (Packaging Division: Canpac S/B-100% & South East Asia Paper Products-100% ; Palm Oil Refinery Division: Yee Lee Edible Oils S/B-100% ; Palm Oil Mill Division: Yee Lee Palm Oil Industries S/B-100%) Cooking oils, margarine, corrugated paper cartons, crude palm oil, kernel, general line tin cans;
b) Trading/Marketing - (Yee Lee Trading Co S/B-100%)Edible oils, kernel and other consumer products (Morning Kiss, Spritzer, RedBull)
c) Plantation - (Sementara Plantations S/B-100% & Desa Tea S/B-100%)Oil palm and tea.
d) Hospitality - (Sabah Tea Resort S/B-100%)Tourism in Sabah
*Direct Subsidiary Companies is italized. 
**YEELEE has total of 7 direct subsidiaries and 7 indirect subsidiaries.

What really caught my attention is YEELEE is running a "full-cycle" business model. Full-cycle here means from producing the raw material, processing them into products, packaging the end products and selling them to the consumers. So thats why YEELEE had a plantation sector, manufacturing sector and the trading/marketing sector.


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Thursday, July 28, 2016

Consumer - The Next Jewel Sector to be Aimed

It had been a year after our Malaysia announced the implementation of GST since 1 April 2015. And consumers had started to get used to the GST, or in another word, they had to get used to the GST. When we got used, then slowly the consumer index will be uptrend, challenge previous high, breakout, continue to go uptrend, retraced, and the cycle goes on and on. If we look at our Consumer Index...
Consumer Index Daily Chart
The chart failed to beat the resistance of 610.89. And there is a reversal signal seen there, a hanging man, and the next day, it is a bearish engulfing. The RSI had been overbought after being bullish since May. Now the MACD is having a death cross. From the technical indicators, everything seems bearish. And when it is bearish, then we wait. When we compare the chart with previous few years, actually we can see quite a similar pattern for the Consumer Index. Let's look at the weekly chart. 

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