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99 Speedmart IPO 上市 Business Model 商业模式。99原来也收“租金”,而且倒卖可回收物,像卖旧纸皮等一年可以赚上千万的盈利!! 

投资自己@89unclechan
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在本期视频中,Uncle Chan 将探讨 99 Speedmart 的上市计划,详细解析它报备的Draft Prospector 及其独特的商业模式和成功的关键因素。视频内容涵盖了 99 Speedmart 如何通过低价策略、高销量和优越的地理位置,逐步建立起其在马来西亚零售行业的领导地位。99除了付租金,原来也收“租金”,而且倒卖可回收物,像旧纸皮等一年可以赚上千万的盈利!!Uncle也会分享对于99上市的预估盈利及估值,当然还有我预计的IPO定价。最后,Uncle 也会分享他对 99 未来发展的看法。记得观看并分享你的想法哦!
99确定上市的IPO定价为RM1.65,也就是2023财年4个亿净利的34.6倍本益比(PE)。你觉得这个定价合理吗?欢迎留言分享。
99 Speedmart Official made listing annoucement 15.08.2024 and is open for application until 23.08.2024.
Lastest official's prospector link as follow :
www.bursamalay...
IPO Price fixed today at RM1.65 per share and will listed on 9.9.2024.
Latest reported 2023 Net profit is 400Mil, market cap of IPO is 13.8Bil. So it is equal of PE ratio of 34.6X of FY2023 earning.The net profit margin improve to 4.30% in FY23 from 4.0% in FY22. For 1st 3mths ended 2024, the net profit margin hit even higher to 5.5%.
Lets say give it an improve net profit margin to 4.5% with 3,000 outlet in FY25 with per store daily sales of 10K then the FY25 est net profit will be RM492Mil. Which RM1.65 IPO price is 28.1X PE of FY25 est. earning.
99 Speedmart's Draft Prospector : www.sc.com.my/...
video credit link : • Slow Sneak
#99 #99speedmart #nearandsave #dekatlagimurah #ipo #bursa #又近又便宜 #连锁之王 #连锁店 #连锁 #ninetynine #轮椅 #小儿麻痹症 #李良华 #阿华 #黄丽婷 #婷婷 #上市 #大马交易所 #主板 #企业家 #实业家 #成功 #ipo #listing #bursa #bursamalaysia #dekat #murah #near #save #cheap #便宜 #近 #leethiamwah #ngleetieng #估值 #上市估值 #valuation #pe #priceearningratio #outlet #outlets #分店 #连锁 #连锁店

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10 сен 2024

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Комментарии : 77   
@rewer
@rewer 26 дней назад
我家附近就有99speedmart,可是我大部分的生活用品并不是99speedmart买。因为99speedmart有一个很大的问题,那就是它们会惩罚畅销产品,比如一个产品很畅销,那99speedmart不会增加该产品的货量,反而会越来越少,最后不进了,于是最后整个店都充满卖不出的产品。99speedmart的地方不大,其实应该要非常珍惜货架,只放畅销产品,但它们反其道而行,所以现在我已经越来越少买了。
@ahdat8630
@ahdat8630 26 дней назад
很奇怪为什么会惩罚畅销产品?
@89unclechan
@89unclechan 26 дней назад
感谢分享您的观点。
@jackylcs1986
@jackylcs1986 26 дней назад
我晕,是人人都抢所以一下子卖完,竟然被说成“惩罚”。。
@alanhooiyl
@alanhooiyl 26 дней назад
哈哈哈哈😂😂😂
@chernlongwong9937
@chernlongwong9937 24 дня назад
Ya, fast moving item
@skasowjbproperty
@skasowjbproperty 12 дней назад
IPO result 出来了,抽到了一些,希望第一天冲啊
@89unclechan
@89unclechan 10 дней назад
恭喜恭喜~uncle没有抽到!预祝开市1.99!
@liprex5336
@liprex5336 23 дня назад
分出来的份额太难申请了,分给了大机构+员工+Bumi后 ,散户的只有一点 , 加上对99的品牌信任会很多人抢的,我 IPO 申请了6次没一次抽到,希望这次能中,感觉会有短线上涨然后变现,掉应该会在 1.0~1.2左右,主要是因为开店空间就国内剩下的几州发展,然后就很难进一步上升,虽然现在他有在中国开公司打算入货在99卖中国货,但还没实行不知道效果。
@89unclechan
@89unclechan 23 дня назад
uncle申请的IPO只中过FarmFresh的。我们等截止后看oversubcribe多少倍。
@chernlongwong9937
@chernlongwong9937 23 дня назад
@@liprex5336 I think already start import China item coz some product already remove and change to China product. You can see it in shop if you always go 99
@chookanglim-br8tj
@chookanglim-br8tj 17 дней назад
就是人才,99是king
@89unclechan
@89unclechan 15 дней назад
Respect
@Kanlone
@Kanlone 26 дней назад
DIY 是与 ninso 或 ecoshop Fight 比较多 99 Speed Mart 是日常用品
@89unclechan
@89unclechan 25 дней назад
DIY开始卖零食饼干之类的产品了。本来是五金店,现在定位越来越模糊了。
@kwanggwoi
@kwanggwoi 24 дня назад
Fax d😊😅 sassyaaaats😊😊😮😊😊😊😊😊😊😊😊s😊s😊​@@89unclechan
@steventiong
@steventiong 21 день назад
你分享的很仔细了
@89unclechan
@89unclechan 20 дней назад
感谢鼓励。
@Kanlone
@Kanlone 26 дней назад
Sarawak 发展应该 ok,先不要冒险进入刚提到的那西马的 4 个州属先,不要冒险试那边的market,毕竟啊华是华人,我们不懂他们怎样看待华人上市的杂货店,会不会不甘愿眼红你你不知道,所以先不要冒险先,这是比较理性的做法
@89unclechan
@89unclechan 25 дней назад
照它们的计划会先开在丁加奴州过后才去到吉打。开开看就知道适不适合了,不适合的话像曾经开在新加坡一样关掉止损就好。 theedgemalaysia.com/node/722889
@kalsontv5662
@kalsontv5662 25 дней назад
sarawak肯定可以,那边有钱人多可是都很省😂99绝对吸引到他们去
@chernlongwong9937
@chernlongwong9937 24 дня назад
Kedah already have a lot of outlet
@mtsen
@mtsen 25 дней назад
一样pattern一开起起起然后回调一年后你说的价格
@89unclechan
@89unclechan 24 дня назад
应该,或许,有可能,有机会。🤔
@Kanlone
@Kanlone 26 дней назад
身边朋友申请了 IPO 近 200k 现金,每股的 1.65,不懂他们会抽到吗
@89unclechan
@89unclechan 25 дней назад
有申请就有机会,祝他好运🍀
@KWs5329
@KWs5329 25 дней назад
股价太高,小心跌去0.99
@felicia3820
@felicia3820 19 дней назад
小心有袜子事件😅
@Kanlone
@Kanlone 17 дней назад
朋友讲如果第一天开低或跌低过 1.65,会杯葛 99 转去 nsk 买批发的货物 😂
@herokek
@herokek 24 дня назад
99上市的银行是哪家呢?
@89unclechan
@89unclechan 23 дня назад
Principal Adviser是CIMB Investment Bank,Joint underwriter 有 Affin Hwang Investment Bank & RHB Investment Bank。
@burongkakak
@burongkakak 23 дня назад
去泰国,越南,印尼也许会更好
@89unclechan
@89unclechan 23 дня назад
新加坡99已有自己布局在U Star Supermarket. www.ustarssupermarket.sg/ 泰国,越南,印尼都有机会哦。
@xiaozhi9499
@xiaozhi9499 22 дня назад
如果再一家98mini 出个sku ,99 如何应付😄
@xiaozhi9499
@xiaozhi9499 22 дня назад
98mini 开出高点价钱给供应商堵着99 资本玩死他
@89unclechan
@89unclechan 20 дней назад
走低价路线不简单的。要持续可以做大量够大,要超越或者复制都有一定的门槛。
@kingtan5179
@kingtan5179 21 день назад
my house 1 km got 6 outlets
@89unclechan
@89unclechan 20 дней назад
Wow. Amazing. King's staying area consider high density with many population ?
@JamesW-pq9tj
@JamesW-pq9tj 26 дней назад
有点像Costco策略,以最少的SKU,集中采购来达到最大的成本优势。
@89unclechan
@89unclechan 26 дней назад
感谢您的分享。
@chernlongwong9937
@chernlongwong9937 Месяц назад
Rm1
@89unclechan
@89unclechan 28 дней назад
RM1的话申请应该会很热烈。
@ISAACTAN-o9v
@ISAACTAN-o9v 24 дня назад
hi 请问如何咨询合作呢?
@89unclechan
@89unclechan 23 дня назад
你好Issac
@ericfong5553
@ericfong5553 25 дней назад
请问哪里可以看到访问老板的这个link? 谢谢。。。
@89unclechan
@89unclechan 24 дня назад
可以参考:ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-4J2VYkSFwoU.htmlsi=yzRNzWpxmpnHhvI0
@ericfong5553
@ericfong5553 24 дня назад
@@89unclechan 感谢
@ngweiting4199
@ngweiting4199 24 дня назад
大小 买定离手。。。。大1.99 小 0.99 😅
@89unclechan
@89unclechan 23 дня назад
我猜先盛后衰,市场情绪不错的说。
@williamchan7227
@williamchan7227 29 дней назад
When will IPO open for sale?
@89unclechan
@89unclechan 28 дней назад
So far no official announcement yet for the IPO open for application date. Reuters' news point out that 99 IPO aim for list on 9/9/2024. May refer : www.reuters.com/markets/deals/99-speed-mart-eyes-sept-market-debut-malaysias-biggest-ipo-7-years-sources-say-2024-07-30/
@chernlongwong9937
@chernlongwong9937 28 дней назад
@@williamchan7227 open apply IPO 15 Aug if no change date
@89unclechan
@89unclechan 27 дней назад
IPO Price fixed today at RM1.65 per share and will listed on 9.9.2024. Application can be make start from 15/8/24 to 23/8/24 theedgemalaysia.com/node/722867 www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3473571
@xiaozhi9499
@xiaozhi9499 22 дня назад
供应商最惨 被拖账
@89unclechan
@89unclechan 20 дней назад
业内人士说账期比Hyper好很多,不知道准不准,参考参考就好。
@WaiJianKhoo
@WaiJianKhoo 26 дней назад
Their thing not cheap as econsave
@89unclechan
@89unclechan 26 дней назад
感谢您的分享。
@wawe3653
@wawe3653 28 дней назад
ipo price rm 1.65 ?
@89unclechan
@89unclechan 28 дней назад
IPO price yet got any official announcement. According to Reuters' news that it plan to raise USD509Mil (RM2,360Mil) with 17% share. If it is true that the amount reported by Reuters then the market capital of 99 will be RM2,360MIl / 0.17 = RM13,882Mil. No of share when listed will be 8,400Mil share as per draft prospector. Thus, IPO share price with this assumption will be RM13,882Mil / 8,400Mil share = RM1.65 per share. www.reuters.com/markets/deals/99-speed-mart-eyes-sept-market-debut-malaysias-biggest-ipo-7-years-sources-say-2024-07-30/
@dabossliaoaliao3943
@dabossliaoaliao3943 27 дней назад
@@89unclechan what is the pe ratio for the stock?
@89unclechan
@89unclechan 27 дней назад
IPO Price fixed today at RM1.65 per share and will listed on 9.9.2024. theedgemalaysia.com/node/722867 The link of official prospector as follow : www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3473571 Latest reported 2023 Net profit is 400Mil, market cap of IPO is 13.8Bil. So it is equal of PE ratio of 34.6X of FY2023 earning. The net profit margin improve to 4.30% in FY23 from 4.0% in FY22. For 1st 3mths ended 2024, the net profit margin hit even higher to 5.5%. Lets say give it an improve net profit margin to 4.5% with 3,000 outlet in FY25 with per store daily sales of 10K then the FY25 est net profit will be RM492Mil. Which RM1.65 IPO price is 28.1X PE of FY25 est. earning.
@shionuzuki3904
@shionuzuki3904 25 дней назад
真赚钱为什么上市?集资?都几乎开完全马了,上市拿了前后全马已经没什么地方可以开,等死。 要买的自己看路
@kin8765
@kin8765 24 дня назад
你猜为什么那么迟才上市?就算他不拓展其他业务,他只单方向发展出国外,那股民真是赚到荷包满满
@89unclechan
@89unclechan 24 дня назад
其实仔细看,99也不缺钱来发展。99这次上市只是总共筹集2.3Bil,只有660Mil来做发展,去年股息派发就430Mil了。99上市更像是要打响品牌和知名度以及释放公司的资产价值让大股东套现。P/S:这个上市让大股东套现16亿。 大马还有一些州属可以开发,老板的儿子访问时也说了就连KL都还有空间。99的目标是每间分店可以覆盖1500到2000户家庭。现在在KL的分店覆盖率为每间分店大概cover2500-2600户家庭。 ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-uZuJueGII8s.html
@89unclechan
@89unclechan 24 дня назад
为何现在才上市呢?请问您有什么见解?这点uncle我也不知道。但是向外国发展确实是有不小的挑战之余伴随着巨大的潜力。
@chernlongwong9937
@chernlongwong9937 24 дня назад
99 owner already have more than 20++ store in Singapore nama U stars supermarket. I think he will pump this business to 99 speedmart after that. He have a lot of business outside. Can search it online
@TianYu87
@TianYu87 22 дня назад
你都傻的,你做生意不上市你怎样扩张垄断市场? 做生意你几赚钱你最终还是要上市集资去开分店把整个马来西亚每条lorong 都有你的店你就可以垄断市场,然后在慢慢开去外国,这些都是需要大量资金,不上市难道等天掉钱给你开分店?
@zenlaw4661
@zenlaw4661 27 дней назад
Maybe $0.99 or $1.99 ?😬
@89unclechan
@89unclechan 27 дней назад
IPO Price fixed today at RM1.65 per share and will listed on 9.9.2024. theedgemalaysia.com/node/722867
@KWs5329
@KWs5329 25 дней назад
很贵。应该很快跌去0.99
@89unclechan
@89unclechan 24 дня назад
0.99,应该,或许,有可能,有机会的🤔
@neojiangtao4840
@neojiangtao4840 28 дней назад
@89unclechan
@89unclechan 28 дней назад
Thanks for your support.
@ISAACTAN-o9v
@ISAACTAN-o9v 24 дня назад
hi 请问如何咨询合作?
@89unclechan
@89unclechan 23 дня назад
Hi Issac. 可以电邮至89unclechan@gmail.com
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