小资女向前冲（大马股市）

London chocolate!每次妈妈买回家都可以被我在两天内吃完

产品

- Cakes Confectionery (key product, account for approximately 31.1%)

- Sweets and Candies (key product, account for apporoximately 34.25%)

- Potato Chips

- Wafers

- assorted snack confectioner

业务分析

2016年报

- 从年报可以知道Lonbis的主要成本来自sugar, flour,  palm oil and packaging materials, weak ringgit 会加重成本

- Sugar price会因为weather condition in Brazil而有所影响

- Lonbis也一直在努力的出新口味,increase capabilities

- 现在lonbis有10个production plants

- Receivable 85% denomited in US dollar

- Cash and bank balance 59% denominated in US dollar

- Domestic sales accounting for approximately 67.4% and exports for approximately 32.6%

- The Group derives approximately 57% of its revenue from the domestic Malaysian market and the balance 43% from exports.

- 出口去35个国家包括:China,Indonesia, Thailand, Vietnam and etc

2017 Q1 report

- Gross profut margin 10.6%

- Net profit margin 6.7%

股价分析

- 黄金交叉

- vol 0.24m

-RM0.72

- 最低股价来到RM0.715 (support level1); support level2: RM 0.709

Commodity price

感想：

fluctuation of commodity price will increase impoterd cost of raw material

but Lonbis receivable and cash and bank balance most of them denominated in US dollar

成本控制和销售量

commodity price高，加上weak ringgit

这些因素似乎对Lonbis未来不好？

但是lonbis也有export, which is denominated in US dollar

Sales from export会不会offset或超越高commodity price+ weak ringgit ？