Mark Siow's comment on CARLSBG - 连酒都PDD是吗？不然为什么隔壁厂的生意那么差？哈哈哈

PANORAMA

Test B-Q 8000 shares @ 12.88 :-) Enjoy lots of Carlsberg over the weekend.

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Pinn Point369

bro u crazy now go in
next week drop another 1k

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酒菜

now I sudah loss banyak k liao,hahahha

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Labu Labu

15 to 12 easily can loss 50k

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Pinn Point369

50k can buy a car oledi bossku

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酒菜

almost mau makan K liao，哈哈哈哈

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Labu Labu

12.88 oledi next week comfirm 12.50

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酒菜

so I need cut loss mou ? 15.6 ada 3000un8ts sudah all in liao

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Richard Tan

someone shorting at RM12.9, careful

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Labu Labu

Panic selling everyone

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Pinn Point369

12.88 today lowest wah Liew ehh

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Mark Siow

现在不是啤酒offer,是酒厂offer哇！哈哈哈。。。。

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PANORAMA

Wow :-) 12.88 easily taken up by seller. Now, test another B-Q 8000 shares @ 12.88 !

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酒菜

almost LD liao who the soha1 short?

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Labu Labu

12.84 another low suddenly cilaka

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PANORAMA

@ Labu Labu Really panic selling. Now 12.84. We panic Buy since have 21 Sen dividend soon :-)

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Labu Labu

You got enough bullet ahbetter wait next week

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Jaredgwee

奇怪最近全部人改喝 air mineral了，啤酒汽水牛奶股全部大跌，就矿泉水股涨，马股好好耶

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Mark Siow

要如何选择黄帽&老虎？小孩才做选择，当然2个都要！哈哈哈。。。

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PANORAMA

@ Labu Labu No worries as will buy with spare Cash. Still plenty of bullets to average down from disposal of YTL Group shares previously. Reminiscence of Nestle when it was sold down to 60 previously.

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PANORAMA

@ Mark Choose the one with the better QR. No Beer No Life … Cheers !

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Jaredgwee

It is insider already get news govt is either discuss or already decide impose additional tax on bear for the incoming budget 2027

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PANORAMA

I will just accumulate more at the nice number 12.88 as this price would have already factored in additional tax on beer :-)

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PANORAMA

Immediately lost monies as it went to 12.84 (bad number) :-(

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路人

的确是利益面前，什么都是可以调节的。只是有西门国阵在前面，应该极小概率是青党拿权，另外现在全市场消费股低迷，啤酒首当其冲在所难免。虽然大马没加息，但美联储加息预期也会导致市场低迷，不猜底的情况下，通胀减弱消费力回来时应该就是反弹的时候。

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米先生

十年新低，进场支持支持，喝几罐🍺chill

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PANORAMA

If it can closed above 12.98, can really enjoy ice cold Carlsberg & Spotify by the beach this weekend on a hot Sunny day. :-) “Have You Ever seen The Rain” - Bright Sunny Days Ahead from the low of 12.84.

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Pinn Point369

closing 13.02

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PANORAMA

Wow ! That’s a lot of Carlsberg to enjoy for this weekend. Happy weekend everyone :-)

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酒菜

what the you mean? if close 12.98 above that mean no more hailat ? I cut liao just now at 12.9 because heart attack almost lai liao

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Tok Tiong

阿鸡，你的票cut不完的。。前两天才说cut loss亏50k.. 刚刚早上也说cut loss亏10k.. 现在又cut loss 12.90..下礼拜应该还有的cut。 lol

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PANORAMA

I am lucky as just started buying at 12.88 instead of 12.98. Almost wanted to B-Q at 12.98 today. In any case, I have holding power and can still accumulate where necessary.

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Admiral Adama

Many consumer stocks are in strong downward momentum. pls beware of catching falling knives!

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PANORAMA

Good advice. That’s why I am only using small portfolio allocations and waited until < 13 to buy. Just hope it will not become BAT2 but Nestle2.

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酒菜

Mr Tok 我买了它又跌我又卖，卖了它又跌我又买咯，怎知又跌又cut lorrr

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PANORAMA

At ~ 16, it is Value Buy. Now, at below 13, it is Super Value Buy :-) Both Carlsberg and Heineken are good but I prefer Carlsberg based on their recent QRs :-) Personally, I think both are value buy based on their recent significant price correction.

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酒菜

haiyaa Mr Assassin correction can make ppl TiuLao la why mau sudden correction ? cannot up sedikit let run balu correction ma

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PANORAMA

No correction at all :-) I always invest long term but of course will take profit if it reaches my target in the short/medium term.

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路人

不猜低点持续分散收集，赢面应该很高，这个跟bat还是有点不一样的，了解人性。。

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PANORAMA

Absolutely correct. It is always difficult or impossible to time the market and to buy at the lowest or sell at the highest.

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Michelle Lee

Totally agree with some of you

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Jaredgwee

这几年啤酒有成长吗？？年轻趋势喝中国果茶奶茶，有年龄的尿酸不敢喝了，老的上车走了也不能喝了，Christmas & CNY 期间必经大路都会有road block，啤酒税随时调高要拿来补SARA my kasih ，你看现在便宜budget 下个月在破底都说不准

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Jaredgwee

资金是前一个月出逃, 大资金是避险，散户是贪婪抄底，下个月看华哥

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Malaysia 123

抄底就是贪婪? 萨比就是sabi。

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酒菜

他的意思追高是高手，哈哈哈哈

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Tok Tiong

又破底了。。看不到底在哪里。。

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PANORAMA

Downtrend is an opportunity to accumulate but must be via spare cash. Looks like another batch at 12.66 & 12.22 (all nice numbers) after a nice weekend :-|

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酒菜

walao ini majam hamga drop again mau me cut again

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酒菜

cut again loss 5k again ham+chan where is the bottom ? 1c ?

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Tok Tiong

阿鸡无限量cut loss..

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酒菜

loss again mah if not cut loss how to survive ? not I need to buy toto kaw kaw

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来都来了

no beer no life we must support no matter how tough

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Ashley Ma

现在流行在咖啡店喝Carslberg。不流行夜店喝heinken。

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Tok Tiong

Ma, 钱都拿去进mega8xx 了。。哈哈

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PANORAMA

Consumer stocks (Carlsberg, Heineken, Nestle, F&N, BAT, etc.) still dropping. Is our economy and consumption demand so bad despite the good 1H GDP figures ?

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Ashley Ma

These few shares is call evil consumer stock。Not in the approval list for KWSP and shariaaash compliance。

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ch

消费者偏好和政治局势转变，华人越来越少，现在饮料选择多，回教党下届联合执政，或者下下届单独执政，啤酒股很难很难回去高峰了

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Ashley Ma

不喝洒、喝果汁。。。。

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PANORAMA

In such hot, humid El Niño and hazy weather conditions for the next few weeks/months, it is perhaps the best time to sit in an air conditioned room, sip bottles of Carlsberg whilst monitoring equities daily (maybe keep averaging down and accumulating Carlsberg shares). Pure Bliss :-) Cheers !

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来都来了

don't surrender to baotou we must hold it tight

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酒菜

mau down until zaplap ? cut loss 9 time loss 100k liao

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PANORAMA

Morning drink coffee & tea, eat Kaya butter roti, soft boiled eggs and lepaking in Kopitiam and make $ whilst watching equities (Carlsberg @ 13.10) :-) Afternoon sit and lepaking in airconditioned room, sip bottles of cold Carlsberg (12.70) whilst monitoring equities and lost $ :-( Anyway, Pure Bliss !

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Tok Tiong

喝1602........

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Admiral Adama

消费股一面倒。今天轮到diy表演...

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酒菜

haaaa !!!!! majeebat !!! yapari ham+down

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Tok Tiong

鸡哥，好奇你真的有买吗？还是吹水罢了。。

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酒菜

当然有啦，你看不到我很焦虑嚒？很7烦啊，亏我那么多钱怎样在这里回本？

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酒菜

15.64 3000股all in liao what to do now Mr Tok ? 你教me啦

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路人

消费降级是全市场中的，买什么股都下跌不是这个公司有问题，可以乘低位吸纳等市场复苏，给你机会买你要中用，不要怕。

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Mark Siow

定点来！我有些股票可以从亏5位数变到赚5位数，股票就迷人的地方就是变化莫测，只要公司持续赚钱+派息，股价总有一天会回来的。。。

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Tok Tiong

鸡哥，你讲罢了。发个图来看一下。

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PANORAMA

Already lower than my average cost despite my low entry prices. This type of stocks is not for punting. Stay Calm, Stay Invested :-) Drink Carlsberg, Cheers and enjoy a good weekend everyone.

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酒菜

我怕死啦大哥，又怕包头佬，又怕酒税，又怕变成BAT ! 我原本没ALL IN GEH,下跌不补又是等死

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酒菜

digi又亏，inari又亏，晕顶又亏，叫我怎样玩啊大佬

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酒菜

要我怎么样？现在要cut loss 还是continue loss ?300k玩到变100k而已快破产咯

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来都来了

sialcom still ok...it's never missed dividends... other wait and see

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PANORAMA

Election Budget 2027. Additional sin tax next month. Just look at Carlsberg, Heineken, BAT, GenM & Genting share prices.

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Ashley Ma

这就是所谓被嚇到屁滚尿流屍变干。可悲。

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路人

nestle,f&n其他消费股也一样大跌，那是被升息消费降级做准备。

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Tok Tiong

很多公司cut entertainment fee... 忘了上一次喝啤酒是几时了。。。

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Admiral Adama

jialat brakes still malfunctioning....

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来都来了

don't surrender to Taliban...fighting bot

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PANORAMA

In AI (Alcohol Intelligence), we trust :-) Bought both Carlsberg & Heineken. Now, have “paper losses” ! Stay Calm …. Enjoy Carlsberg. Cheers.

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Admiral Adama

Just drink and buy!!!

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PANORAMA

F&B inflation & high electricity bills over the next few months (El Niño effect) are squeezing consumers further. Disposal income limited for everyone except for T5 and consumer demand destructions happening going forward as interest rates/oil price increases cycle happening globally.

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酒菜

好彩cut loss at 12.44 这回不用跌死liao MaJiBai lapsap Berg

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来都来了

no beer no life ...we must fight baotou... hoot9e even only left a spander

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酒菜

Mana ada sin tax la 2026 sudah add tax sekalang lagi tax meh you all scam ppl dump ticket only

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Tok Tiong

Oktoberfest 2026要来了。期待。话说鸡哥不需要一直灌水留言区吧。

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Admiral Adama

消费股跌倒看不到路。如果散户能过夜卖空是多么爽。。。

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酒菜

Mr Tok 输9 到我好烂不甘心咯

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酒菜

你看，真的up 一下，down一段，果然是起不来啊起不来，外面卖棺材。。。

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Tok Tiong

鸡哥，老实说我不信你有票咯。可能只是在消费大家罢了。会买股息股的通常会长期持有。不会买进跌几个bid 然后cl,然后一直重复。。玩技术的话，外面近期一堆dc,能源, solar相关股随便闭眼买一个月最少有30%..

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酒菜

没有票我在这里呱呱叫meh?我也是长期投资的不过是被逼的，跌了不能亏一定要在这里赚回来啦，不然太不甘心了，好好买在16.5 hold到好好的突然来个闪电式含家跌跌到电话都跌9烂埋！叫我怎样接受？烟9网咯

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酒菜

外面的DC SOLAR我又怕死太快喔，所以就博这些又有股息拿又可以暴涨咯

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路人

万绕居民投诉，99已经下架啤酒，有1间就有2间，有2间就有无数间。。

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酒菜

包头佬conquer the whole horse liao,all ppl must cut skin of 咕咕雕

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来都来了

no beer no life ..they drink what

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Malaysia 123

sudah potong. cekap potong lar.

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路人

关税局从明年4月起全面更换新税务印花，市场所有贴有旧税票的酒类将一律禁止销售，对酒商造成存货作废与资金周转的巨大压力，目前酒商正在进行协商。

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