Fiona Auery's comment on A1AKK. All Comments
Fiona Auery
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revenue ok, margin ok, but the price still yet to wake up
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1 month · translate ·
Luke Low
overall market sentiment not very good, plus consumers also more careful with their spending recently, so a lot of companies also have similar issue now
Like · 1 month · translate
Kang1995
keep on trading at lower price, hope that this week can rise back
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Unown Unown
things are slowly back to normal after the peace deal, I think market will slowly go back to the risk-on mode
Like · 1 month · translate
Kang1995
anyway their distribution footprint now is getting more stronger, many online webpage also gt their own official store already
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Wei Yang Hau
other than shopee, where else do they set up official store?
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Steve Lee
only shopee gt only ba, the other platform are from random distributor
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Jason Ong
distributor is still good, still a sales channel after all for the company
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Steve Lee
yeah but the platform commission fee heard is quite high
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Fabian
Im sure they have done their calculation before setting up the online store, doubt they would still do it if it is not feasible
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Kang1995
actually online store is better in term of profitability, despite charges from the platform, final calculation still online better than physical retail store cause physical store gt listing fees and slotting fees etc
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Wei Yang Hau
yea true, physical stores got a lot of hidden costs as well
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Steve Lee
oh, i thought that physical store profit contribution will be higher one
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Fabian
profit contribution from physical stores normally lower one, of course also depending on their deal with retailers
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Kang1995
yep online is better cause no need to pay renting cost and straight deliver out directly from the manufacturer
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Fiona Auery
save a big chunk on the logistic as well if sell on shopee
Like · 4 weeks · translate
Steve Lee
i see, but i think that mixing between physical and online is better cause can let ppl grab and go
Like · 4 weeks · translate
Luke Low
actually thats the best arrangement, so that the company wont have concentration risk
Like · 4 weeks · translate
Kang1995
yep mixing both is the best
Like · 3 weeks · translate
Kang1995
anyhow now just look at qoq gt improvement or not in upcoming quarter
Like · 3 weeks · translate
Unown Unown
im anticipating for further improvement for the next quarter, we will see
Like · 3 weeks · translate
Steve Lee
should gt improvement as no need to pay staff bonus in the upcoming quarter
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Edmond Khor
@Steve thats one, and also they are still expanding their SKU range to cater different group of consumers
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Steve Lee
the company now proposed to acquire a land in puchong for developing new regional sales and marketing office
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Kang1995
nice gt a larger premises to support the business growth and help save cost of renting by 10k per month
Like · 2 weeks · translate
Simon Reyes
Moving to a bigger place is solid because saving that ten grand in rent every month goes straight to the bottom line. This efficiency boost clearly shows management is serious about scaling up and keeping margins healthy for us shareholders.
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Like · 2 weeks · translate
Steve Lee
yes owning is better than renting, can save up 120k per year and also more space for scaling up the business
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Sheldon
Owning property confirm better than rental because make some buffers for other overheads.
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Steve Lee
hope that after this expansion we could see their product available in most of the places
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Kang1995
yep sometimes when doing groceries there’s lack of their product presence like the instant noodle, quite hard to find
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Fabian
Actually, that limited shelf presence just means there is huge untapped room for them to expand distribution and grow their sales. Once they push into more supermarkets, their revenue potential is going to be super solid.
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Steve Lee
yeah @kang, so hope that after the expansion we could see more of their product flows into the market
Like · 1 week · translate
Kang1995
currently they gt distribute at nsk, super Seven, Jaya Grocer, TF Value, CS Brothers, Memi Zoo2, NSK Grocer, Billion, My Hero and Checkers
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Steve Lee
they should distribute in 99speed mart too, coverage area of 99 is very wide across malaysia
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Unown Unown
If A1AKK can push their products into 99 Speedmart, their nationwide coverage will definitely skyrocket sales and brand visibility. This is a massive growth opportunity that could really unlock some serious value.
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Luke Low
If they can push to 99 Speedmart, the massive distribution network will surely send their sales and brand presence to the moon
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Kang1995
99smart gt some of their product but not all, sometimes wanna look for their curry laksa also couldn’t find it
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Steve Lee
have to go nsk to get it then haha
Like · 5 days · translate
Fiona Auery
nsk cannot be found easily leh, need to drive very far haha
Like · 5 days · translate
Kang1995
indeed far haha, by the way qr will be releasing in next month rite
Like · 4 days · translate
Jason Wan
should be around end of next month lah, judging from the past qr releases pattern
Like · 4 days · translate
Kang1995
so what do you think will it improve or not
Like · 3 days · translate
Kuromi
I think it will improve as they got plenty of potential to grow because their market position
Like · 3 days · translate
Steve Lee
should improve, no one-off listing expenses and staff bonus payments this upcoming quarter
Like · Yesterday · translate
Jason Wan
the upcoming quarter should show much better numbers for us, just wait for the qr release
Like · Yesterday · translate