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!!

Поделиться
HTML-код
  • Опубликовано: 25 окт 2024

Комментарии • 79

  • @chookanglim-br8tj
    @chookanglim-br8tj 2 месяца назад +1

    就是人才,99是king

  • @steventiong
    @steventiong 2 месяца назад +1

    你分享的很仔细了

  • @rewer
    @rewer 2 месяца назад +4

    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 2 месяца назад

      很奇怪为什么会惩罚畅销产品?

    • @89unclechan
      @89unclechan  2 месяца назад

      感谢分享您的观点。

    • @jackylcs1986
      @jackylcs1986 2 месяца назад +14

      我晕,是人人都抢所以一下子卖完,竟然被说成“惩罚”。。

    • @alanhooiyl
      @alanhooiyl 2 месяца назад

      哈哈哈哈😂😂😂

    • @chernlongwong9937
      @chernlongwong9937 2 месяца назад

      Ya, fast moving item

  • @skasowjbproperty
    @skasowjbproperty Месяц назад

    IPO result 出来了,抽到了一些,希望第一天冲啊

    • @89unclechan
      @89unclechan  Месяц назад

      恭喜恭喜~uncle没有抽到!预祝开市1.99!

  • @jiyantham9835
    @jiyantham9835 Месяц назад +1

    Why not try selling the food like nuggets or diapers that taste really good that comes from Malaysia or items that sells really good in Malaysian market and start that in singapore

    • @89unclechan
      @89unclechan  22 дня назад

      nuggets is sold as frozen food. Diapers also available. 99 focus to be minimarket for fast & save. i guess

  • @liprex5336
    @liprex5336 2 месяца назад +2

    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  2 месяца назад

      uncle申请的IPO只中过FarmFresh的。我们等截止后看oversubcribe多少倍。

    • @chernlongwong9937
      @chernlongwong9937 2 месяца 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

  • @Kanlone
    @Kanlone 2 месяца назад +2

    DIY 是与 ninso 或 ecoshop Fight 比较多
    99 Speed Mart 是日常用品

    • @89unclechan
      @89unclechan  2 месяца назад +2

      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 2 месяца назад

      Fax d😊😅 sassyaaaats😊😊😮😊😊😊😊😊😊😊😊s😊s😊​@@89unclechan

  • @xiaozhi9499
    @xiaozhi9499 2 месяца назад +1

    如果再一家98mini 出个sku ,99 如何应付😄

    • @xiaozhi9499
      @xiaozhi9499 2 месяца назад

      98mini 开出高点价钱给供应商堵着99 资本玩死他

    • @89unclechan
      @89unclechan  2 месяца 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。

  • @burongkakak
    @burongkakak 2 месяца назад +1

    去泰国,越南,印尼也许会更好

    • @89unclechan
      @89unclechan  2 месяца назад +1

      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。

  • @herokek
    @herokek 2 месяца назад +2

    99上市的银行是哪家呢?

    • @89unclechan
      @89unclechan  2 месяца назад

      Principal Adviser是CIMB Investment Bank,Joint underwriter 有 Affin Hwang Investment Bank & RHB Investment Bank。

  • @Kanlone
    @Kanlone 2 месяца назад +1

    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  2 месяца 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 2 месяца 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 2 месяца назад

      Kedah already have a lot of outlet

  • @kingtan5179
    @kingtan5179 2 месяца назад +1

    my house 1 km got 6 outlets

    • @89unclechan
      @89unclechan  2 месяца назад

      Wow. Amazing. King's staying area consider high density with many population ?

  • @mtsen
    @mtsen 2 месяца назад +1

    一样pattern一开起起起然后回调一年后你说的价格

    • @89unclechan
      @89unclechan  2 месяца назад

      应该,或许,有可能,有机会。🤔

  • @Kanlone
    @Kanlone 2 месяца назад +2

    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  2 месяца назад

      有申请就有机会,祝他好运🍀

    • @KWs5329
      @KWs5329 2 месяца назад

      股价太高,小心跌去0.99

    • @felicia3820
      @felicia3820 2 месяца назад

      小心有袜子事件😅

    • @Kanlone
      @Kanlone 2 месяца 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 😂

  • @williamchan7227
    @williamchan7227 2 месяца назад

    When will IPO open for sale?

    • @89unclechan
      @89unclechan  2 месяца 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 2 месяца назад

      @@williamchan7227 open apply IPO 15 Aug if no change date

    • @89unclechan
      @89unclechan  2 месяца 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

  • @ISAACTAN-o9v
    @ISAACTAN-o9v 2 месяца назад +1

    hi 请问如何咨询合作呢?

  • @chernlongwong9937
    @chernlongwong9937 2 месяца назад +3

    Rm1

    • @89unclechan
      @89unclechan  2 месяца назад

      RM1的话申请应该会很热烈。

  • @ericfong5553
    @ericfong5553 2 месяца назад

    请问哪里可以看到访问老板的这个link? 谢谢。。。

    • @89unclechan
      @89unclechan  2 месяца назад +1

      可以参考:ruclips.net/video/4J2VYkSFwoU/видео.htmlsi=yzRNzWpxmpnHhvI0

    • @ericfong5553
      @ericfong5553 2 месяца назад

      @@89unclechan 感谢

  • @JamesW-pq9tj
    @JamesW-pq9tj 2 месяца 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。

  • @wawe3653
    @wawe3653 2 месяца назад

    ipo price rm 1.65 ?

    • @89unclechan
      @89unclechan  2 месяца назад +2

      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 2 месяца назад

      @@89unclechan what is the pe ratio for the stock?

    • @89unclechan
      @89unclechan  2 месяца назад +1

      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.

  • @ngweiting4199
    @ngweiting4199 2 месяца назад +1

    大小 买定离手。。。。大1.99 小 0.99 😅

    • @89unclechan
      @89unclechan  2 месяца назад

      我猜先盛后衰,市场情绪不错的说。

  • @xiaozhi9499
    @xiaozhi9499 2 месяца назад +1

    供应商最惨 被拖账

    • @89unclechan
      @89unclechan  2 месяца 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 2 месяца назад +1

    Their thing not cheap as econsave

  • @zenlaw4661
    @zenlaw4661 2 месяца назад

    Maybe $0.99 or $1.99 ?😬

    • @89unclechan
      @89unclechan  2 месяца назад

      IPO Price fixed today at RM1.65 per share and will listed on 9.9.2024.
      theedgemalaysia.com/node/722867

  • @shionuzuki3904
    @shionuzuki3904 2 месяца назад +1

    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 2 месяца назад +1

      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  2 месяца 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。
      ruclips.net/video/uZuJueGII8s/видео.html

    • @89unclechan
      @89unclechan  2 месяца 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 2 месяца 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 2 месяца назад +1

      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?

  • @KWs5329
    @KWs5329 2 месяца назад

    很贵。应该很快跌去0.99

    • @89unclechan
      @89unclechan  2 месяца назад

      0.99,应该,或许,有可能,有机会的🤔

  • @neojiangtao4840
    @neojiangtao4840 2 месяца назад

    • @89unclechan
      @89unclechan  2 месяца назад

      Thanks for your support.

  • @ISAACTAN-o9v
    @ISAACTAN-o9v 2 месяца назад +1

    hi 请问如何咨询合作?

    • @89unclechan
      @89unclechan  2 месяца назад

      Hi Issac.
      可以电邮至89unclechan@gmail.com