Wong's comment on DXN. All Comments

Wong
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Raw material coffee and cocoa price will erode margins of DXN
Jeff Lau
cocoa price already up since last year why didn't see margin drop last year?
Like · 8 months · translate
Wong
Coffee is much larger cost compared to Cocoa. Turkey is facing economic troubles. What about the other markets..
Like · 8 months · translate
Randy Chew
DXN for sure have some management risk, revenue & profit still steady
Like · 8 months · translate
Fiona Auery
there is something called futures contract =)
Like · 8 months · translate
Augustine Khoo
They can raise product pricing to pass on the costs. I think consumers will understand that since tariffs are such a hot topic
Like · 8 months · translate
Unown Unown
No survivor in this tariff game, the consumers will understand I suppose
Like · 8 months · translate
Wong
US tariffs will crash the weak economy of the DXN countries... without tariffs Turkey already experiencing hyperinflation... Middle East oil price is crashing, and Latin America consists of low income economies
Like · 8 months · translate
Wong
As Uncle shared earlier, the effects of increased input costs can be seen in the June 25 results

The plane and apartment RPT's are certainly not helping. In Uncle opinion, these deals should have been done before the IPO. The optics are not good, portrays the majority shareholder as someone who is in need of cash, and treating the listed co and shareholders as a personal piggy bank, and thinks small like an MLM salesperson

As always feel free to follow Uncle for the latest industry insights
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Like · 3 months · translate
Wong
Uncle see many new retailers here commenting badly about DXN no doubt wanting to buy cheap. Reminds uncle of Supermax and many other stocks. In the end it keeps dropping further. Too many comments = too many short term retailers and traders = weak holders
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Like · 3 months · translate