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OverviewFinancial Highlight
Headlines
Business Background PCCS Group Bhd operates in the garment industry. The company has aggregated its operations into three reportable segments - Apparel division, Labelling division, and Others. The core activities of the Apparel division are manufacturing and marketing of apparels. The core activities of the Labelling division are the printing of labels and stickers for garment and other products. The Others include investment holding and provision of management services. It has operational footprints across Malaysia, Cambodia, The People’s Republic of China, and Hong Kong. The majority of its revenue is derived from the People’s Republic of China.
![]() King_trader_shadow For me its a hold though, minor rebounding if up tomorrow good else cutloss/cutwin 06/09/2022 3:35 PM BursaKakis PCCS adopts 30% dividend payout policy https://www.thestar.com.my/business/business-news/2022/08/29/pccs-adopts-30-dividend-payout-policy Focusing on developing high-tech sports wear ( Kindly refer to BursaKakis Telegram for full article } https://www.thestar.com.my/business/business-news/2022/09/17/focusing-on-developing-high-tech-sports-wear 19/09/2022 5:36 PM BursaKakis PCCS set to trend north, says RHB Retail Research https://www.theedgemarkets.com/article/pccs-set-trend-north-says-rhb-retail-research 20/09/2022 7:51 AM yapts charging up to 1st TP 0.71, then 0.78 and 0.80 . a lot of people buy WA to convert to mother share to get the special dividend. 03/10/2022 9:06 PM Michael Kwok Buy q 66 cents. MCA say this counter will above 80 cent.not 78 cents 3/10/2022 9.16pm 03/10/2022 9:16 PM mf [PCCS] Exercise of Warrants on 03-Oct-2022 Stock [PCCS]: PCCS GROUP BHD Announcement Date 03-Oct-2022 Listing Date 04-Oct-2022 New Type/Class? No Type Exercise of Warrants Details Conversion of Warrants to Ordinary Shares No. of shared issued 515,000 Issue Price MYR 0.600 Par Value 0.000 Total NOSH 218,525,607 04/10/2022 8:41 AM yapts Price capped at tight range of 0.64~ 0.69 in anticipation investor convert warrant to mother share. 07/10/2022 5:29 PM maf1964 Ms soh chak boo has chucked away close to 3 million shares. why she not wait for special dividend 10/10/2022 11:31 AM vale0111 Athletics apparel manufacturer PCCS Group Bhd has adopted a dividend policy under which the company intends to pay 30% of its profit after tax. PCCS has announced a special dividend of 6 sen for its financial year ended March 31, 2023 (FY23) as a way to reward shareholders following the disposal of its labelling business. “PCCS has also set out a dividend policy where it will pay 30% of its profit after tax in respect of the financial year, moving forward,” it said in a statement. The group’s net profit jumped over 10-fold to RM17.19mil in the first quarter to June 30 from RM1.62mil a year ago. 10/11/2022 2:53 PM BursaKakis PCCS' Q2 net profit surges 242pct, revenue up 1.24pct https://www.nst.com.my/business/2022/11/853718/pccs-q2-net-profit-surges-242pct-revenue-124pct 23/11/2022 11:06 AM BursaKakis Tong's Portfolio - Li Ning Co We also foresee that domestic brands will continue to gradually gain market share from foreign competitors over the coming years. As such, we decided to add shares for Li Ning, the company founded by the famed Chinese gymnast and Olympic gold medalist, to the Global Portfolio. The sportwear (primarily attire and shoes) and equipment (racquets, basketballs and accessories such as caps, socks and bags) company operates primarily in China, where the market is expected to grow at more than 10% annually. Currently, Li Ning has a roughly 8.2% share of the domestic sportswear market. While smaller than Nike's (19.1) and Adidas' (14.6%), Li Ning been gaining market share and we expect this trend to persist. Chinese consumers, especially the younger generations, have shown an increasing penchant for home-grown brands of quality that they can identify with, that are more in tune with their needs, tastes and style preferences, and often retail at more attractive prices. These domestic companies have a much better understanding of the nuanced localised differences across the vast country, and are more sensitive to changing trends and traditional culture. They are, therefore, more savvy in terms of their product designs and marketing campaigns. Li Ning's revenue grew at a CAGR of 26% between 2017 and 2021, generating consistently positive free cash flow (FCF). FCF increased from RMB844 million to RMB4,989 million over this period. The company is sitting on net cash of RMB8,822 million. Inventory days improved from 80 days in 2017 to 55 days in 1H2022. https://www.youtube.com/watch?v=-azITSQFzus https://www.youtube.com/watch?v=oxfgPk-81kQ https://www.youtube.com/watch?v=WvL6XGfQ5ak The Edge Malaysia 28 November 2022 PCCS' Q2 net profit surges 242pct, revenue up 1.24pct https://www.nst.com.my/business/2022/11/853718/pccs-q2-net-profit-surges-242pct-revenue-124pct 02/12/2022 10:03 PM BursaKakis China eases Covid restrictions on travel and production https://www.cnbc.com/2022/12/07/china-eases-covid-restrictions-on-travel-and-production.html 07/12/2022 4:22 PM BursaKakis China consumer confidence highest in the world https://www.thestar.com.my/business/business-news/2022/12/28/china-consumer-confidence-highest-in-the-world 28/12/2022 5:26 PM BursaKakis The recent rebound in China economic activity was encouraging. There were 36.8 million daily passenger trips made in seasonal rush to hometowns, which was 50% above last year's levels. Domestic tourism grew over 23.1% last year during the holidays, and retail sales increased 6.8% year on year - The Edge Malaysia Feb 13, 2023 11/02/2023 10:32 PM BursaKakis Turkey’s Textile and Garment Industry is in Crisis https://sourcingjournal.com/topics/sourcing/turkey-syria-earthquakes-textile-mills-garment-factories-amazon-inditex-calik-bossa-416389/ 16/02/2023 10:07 AM elunmask8 If that "someone keeps throwing", I will keep accumulating it. The more the merrier! .....as currently the market has over reacted to just the latest quarterly result and in an oversold position now based on the chart. Am sure that with China market now being reopen....things would improve further for this company aided by a stronger USD. The market will somehow notice it and when mass buying starts....it will return back higher to where it belongs! 01/03/2023 1:42 PM ![]() ![]() | |