Keyword #2: Niche Product
Staffs' creativity & competency make good companies stay ahead of competitor with it's niche in unbeatable value-added products. In the same time, excellent customer service only further boost performance.
-Monetized idea is OK but old-school is better
Malaysia no longer able to depend on manufacturing industry as what it used to be. Lower manufacturing cost esp. from China & India made no benefits to us but to gain knowledge & skill to extend another step of it's value-chain industry. Successfully companies change to meet demand but silly companies change to meet supply. Therefore, it's vital to identify companies that can drive changes to their advantage rather than resist.
In the excitement of ever-changing environment we are living in, fundamentalist normally chose the bored one. Top of the list are consumer-based industries which least affected by any abrupt changes in the market. Companies like Gillette, CoCa-CoLa & AMEX has continuous demand regardless of what ones' financial status will be as it deemed as 'necessary' nowadays. It is proven throughout the time & that is why they were favorite to Buffet.
-Does Bursa has it?
There are plenty of listed companies under consumerism column. Be noted that, some are not really consumer-based industry. Personal view, consumer-based can be anything regardless of industries as long as it customers are mass population (or bulk of it's earnings derived from retail customer). PPB Group is a great but PETRONAS Dagangan is not bad too.
Lesson: Working in boring industry is boring, but too much changes cause depression.
Staffs' creativity & competency make good companies stay ahead of competitor with it's niche in unbeatable value-added products. In the same time, excellent customer service only further boost performance.
-Monetized idea is OK but old-school is better
Malaysia no longer able to depend on manufacturing industry as what it used to be. Lower manufacturing cost esp. from China & India made no benefits to us but to gain knowledge & skill to extend another step of it's value-chain industry. Successfully companies change to meet demand but silly companies change to meet supply. Therefore, it's vital to identify companies that can drive changes to their advantage rather than resist.
In the excitement of ever-changing environment we are living in, fundamentalist normally chose the bored one. Top of the list are consumer-based industries which least affected by any abrupt changes in the market. Companies like Gillette, CoCa-CoLa & AMEX has continuous demand regardless of what ones' financial status will be as it deemed as 'necessary' nowadays. It is proven throughout the time & that is why they were favorite to Buffet.
-Does Bursa has it?
There are plenty of listed companies under consumerism column. Be noted that, some are not really consumer-based industry. Personal view, consumer-based can be anything regardless of industries as long as it customers are mass population (or bulk of it's earnings derived from retail customer). PPB Group is a great but PETRONAS Dagangan is not bad too.
Lesson: Working in boring industry is boring, but too much changes cause depression.
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