Best World

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http://www.reuters.com/article/us-asia-s...SKCN11M054
 
The Asia growth stocks index is now trading at 17.3 times 12-month forward earnings, compared with its historical average of 13.7, the most expensive since the global financial crisis in 2009.
 
While the high multiples are a salient feature of many growth stocks, whose earnings are expected to rise faster than their industry or market average, fund managers caution investors against overlooking value stocks that usually trade at a lower price than their fundamentals suggest they should.
 
Indeed, the value index is significantly cheaper, at 10.1 times earnings, below its average of 10.6 times. The broader MSCI Asia ex-Japan benchmark is trading at 12.7 times earnings. 
 
Where does BWI stand relative to the big picture?
 
Current share price = SGD 1.60 (post-bonus)
Current share price = SGD 2.00 (pre-bonus)
1H2016 EPS = SGD 0.065 (pre-bonus)
FY2016 projected EPS = 2 x 1H2016 EPS = SGD 0.121 (pre-bonus)
Forward PE = 2.00 / 0.121 = 16.5
 
16.5 times is less than the Asia growth index earning multiple of 17.3
16.5 times is dirt cheap compared to 268 times (Ctrip.com)
 
16.5 times is more expensive than the value index (10.1 times).
 
Compared with the cheapest: Korea Electric Power (015760.KS), priced at 4.34 times earnings, and Chinese Chongqing Changan Automobile (200625.SZ), at 4.43 times, it is more expensive.
 
Taking into consideration the growth potential (especially from the China market), BWI could still be a relatively “cheaper” stock, if not the “cheapest”, as measured by PEG ratio.
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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Interesting to note that this group of Taiwanese distributor “正式向中國市場進軍了”.

They had a "福州交流會" in August and is currently building a “福州教育中心” scheduled to be opened in October.

Wondering when would a DS license be granted for Fuzhou. Nevertheless, this is a positive development....................

https://www.facebook.com/BWLannie/posts/...4501569429
 
https://www.facebook.com/BWLannie/posts/...6264176586
 
https://www.facebook.com/BWLannie/posts/...8557227690
 
“福州交流會”.
 
福州教育中心預計10 月8日開幕. 
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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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The bi-monthly bulletin (Oct/Nov 2016) of BWL Taiwan is out. 
 
http://tw.bwlgroup.com/tchinese/whatson_bulletin.jsp
 
“Disappointedly”, there was no disclosure of 3Q2016 (or 9M2016) Taiwan revenue this time – have to wait for the official 3Q2016 results announcement in Nov then – ha-ha!
 
Nevertheless, this bulletin is still a good read as it summarizes the development and progress of the Taiwanese market over the past 10 years…………………
 
Some interesting points worth noting are:
 
1) There were many attributing factors to the success in Taiwan but success did not happen overnight.
2) Online APP would be introduced in Nov 2016
3) Current “monthly” membership is growing at “yearly rates of earlier years”.
4) More than 70% of members are below 35 years old.
5) The fourth three years (2016-2018) is deemed by D2 to be a rapid growth phase.
6) They are still aiming (or dreaming) to achieve revenue of TWD 10,000 million in 2020.
 
In short, it appears to me that the Taiwan market is still going strong……………….
_______________________________________________________________________________________________________
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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BWL Taiwan has kicked start its 10th anniversary sales activities.

Last year, the 9th anniversary sales promotions were very successful, hopefully, this year it would be better.............


[Image: 14543752_1108864712530839_3919243411772464080_o.jpg]


[Image: 14522763_1108861919197785_87124567261042...e=58AACF49]

https://www.facebook.com/BWL-Taiwan-151508721599781/

2006~2016,十年的時光,
足以淬煉出一個卓越企業。
而全美世界正是這樣的企業,
2006年,新加坡全美世界在臺灣埋下一顆希望的種子。
一路以來的篳路藍縷,終於在會員們的努力創造了優秀的成績。
雖然挑戰不斷,但夢想在手中從未放棄......
2010年開始5系列人文課程,培養正確成長思維。
2012以素顏不上妝的概念,讓皙之密獲得消費者青睞,用行動店面的操作模式,在市場上得到認同。
2013年成立台北服務中心,拓展北台灣龐大市場。
2014年進行青年軍計劃,讓創業夢想傳承給更多年輕人。
2015年成立網購系統,委外物流。
2016年成立高雄服務中心,設立客服中心並開發購物APP。
啟動663系統運作,建立成功複製模式。


連續6年高度成長,2015年業績成長幅度超過140%,在臺灣300多家直銷企業中名列第14。
策略持續創新並以系統運作為基礎,讓全美事業成為實現夢想,創業有成的最佳平台。
有了過去臺灣全美人勤奮不懈的努力,而締造了許多輝煌的成果與榮耀。
我們不引以為傲,將持續向下扎根,向2020年破百億的目標邁進。
1.夢想,從改變開始~青年創業論壇
2.勇於開創,實現自我~創業博覽會
3.全美世界,十全十美~2016年度晉升表揚大會
2016.11.12&13 敬邀參與,更添光彩!


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Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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Write up on Best World in SIAS newsletter...nothing new, just a summary read.

http://sias.org.sg/index.php?option=com_...83&lang=en
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Interesting info on institutional shareholders of BWI on Financial Times website.
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Institutional shareholders:

Dimensional Fund Advisors LP : (826.90k Shares) AS OF 31 JUL 2016

Cornerstone Advisors, Inc. (Washington) : (128.20k Shares) AS OF 31 AUG 2016

http://markets.ft.com/data/equities/tear...?s=5ER:SES 

Consensus recommendation:

As of Oct 07, 2016, the consensus forecast amongst 2 polled investment analysts covering Best World International Limited advises investors to purchase equity in the company. This has been the consensus forecast since the sentiment of investment analysts improved on Aug 23, 2016. The previous consensus forecast advised that Best World International Limited would outperform the market.

http://markets.ft.com/data/equities/tear...?s=5ER:SES
_____________________________________________________________________________________________________________________________________
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
Reply
The Board of Directors of Best World International Limited (the "Company") wishes to announce that the Company will release its third quarter financial results for the financial period ended 30 September 2016 on Friday, 04 November 2016 after trading hours.
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Wow! Some interesting developments going on in Taiwan................

Is “DR’s Secret” under threat ?
Truth or (Cyber) Smear ?
"Medpartner" vs  "林政廷(a Distributor of BWL Taiwan) – What has it got to do with "許維恩"?
What are the likely implications for BWL Taiwan and BWI ?
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From medpartner:
 
先別管安麗了你聽過皙之密嗎?瞬間亮白、拉提、碘酒實驗大破解
九月 27, 2016
snow valley
https://www.medpartner.club/bwl-cosmetic...ting-myth/
 
 
皙之密總監違法證據全曝光!許維恩注意!
十月 14, 2016
snow valley
https://www.medpartner.club/bwl-cosmetic...vertising/
 
 
許維恩說謊證據全揭露!賣皙之密且不登記美容業!媒體不報我們自己分享!(持續更新)
十月 16, 2016
snow valley
https://www.medpartner.club/bwl-false-ad...n-illegal/
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Response from BWL Taiwan’ s distributor "林政廷"
 
https://www.facebook.com/bwleb/posts/1112289078824966
 
https://www.facebook.com/bwleb/posts/1128656873854853
____________________________________________________________________________________________________________ 
Response from  "許維恩"
 
https://www.facebook.com/sharongarden1111/
 
https://www.facebook.com/sharongarden111...3977322983
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Reported in the media
 
http://www.appledaily.com.tw/realtimenew...7/969408//
 ____________________________________________________________________________________________________________
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
Reply
(21-10-2016, 08:46 PM)Boon Wrote: Wow! Some interesting developments going on in Taiwan................

Is “DR’s Secret” under threat ?
Truth or (Cyber) Smear ?
"Medpartner" vs  "林政廷(a Distributor of BWL Taiwan) – What has it got to do with "許維恩"?
What are the likely implications for BWL Taiwan and BWI ?
___________________________________________

From medpartner:
 
先別管安麗了你聽過皙之密嗎?瞬間亮白、拉提、碘酒實驗大破解
九月 27, 2016
snow valley
https://www.medpartner.club/bwl-cosmetic...ting-myth/
 
 
皙之密總監違法證據全曝光!許維恩注意!
十月 14, 2016
snow valley
https://www.medpartner.club/bwl-cosmetic...vertising/
 
 
許維恩說謊證據全揭露!賣皙之密且不登記美容業!媒體不報我們自己分享!(持續更新)
十月 16, 2016
snow valley
https://www.medpartner.club/bwl-false-ad...n-illegal/
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Response from BWL Taiwan’ s distributor "林政廷"
 
https://www.facebook.com/bwleb/posts/1112289078824966
 
https://www.facebook.com/bwleb/posts/1128656873854853
____________________________________________________________________________________________________________ 
Response from  "許維恩"
 
https://www.facebook.com/sharongarden1111/
 
https://www.facebook.com/sharongarden111...3977322983
 ___________________________________________________________________________________________________________
Reported in the media
 
http://www.appledaily.com.tw/realtimenew...7/969408//
 ____________________________________________________________________________________________________________

Hi, so what does it means? I don't quite understand the background of these arguments about.

Thanks
失信于民,何以取信于天下...
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(22-10-2016, 01:36 AM)VIChris Wrote:
(21-10-2016, 08:46 PM)Boon Wrote: Wow! Some interesting developments going on in Taiwan................

Is “DR’s Secret” under threat ?
Truth or (Cyber) Smear ?
"Medpartner" vs  "林政廷(a Distributor of BWL Taiwan) – What has it got to do with "許維恩"?
What are the likely implications for BWL Taiwan and BWI ?
___________________________________________

From medpartner:
 
先別管安麗了你聽過皙之密嗎?瞬間亮白、拉提、碘酒實驗大破解
九月 27, 2016
snow valley
https://www.medpartner.club/bwl-cosmetic...ting-myth/
 
 
皙之密總監違法證據全曝光!許維恩注意!
十月 14, 2016
snow valley
https://www.medpartner.club/bwl-cosmetic...vertising/
 
 
許維恩說謊證據全揭露!賣皙之密且不登記美容業!媒體不報我們自己分享!(持續更新)
十月 16, 2016
snow valley
https://www.medpartner.club/bwl-false-ad...n-illegal/
________________________________________________________________________________________________________________________________
Response from BWL Taiwan’ s distributor "林政廷"
 
https://www.facebook.com/bwleb/posts/1112289078824966
 
https://www.facebook.com/bwleb/posts/1128656873854853
____________________________________________________________________________________________________________ 
Response from  "許維恩"
 
https://www.facebook.com/sharongarden1111/
 
https://www.facebook.com/sharongarden111...3977322983
 ___________________________________________________________________________________________________________
Reported in the media
 
http://www.appledaily.com.tw/realtimenew...7/969408//
 ____________________________________________________________________________________________________________

Hi, so what does it means? I don't quite understand the background of these arguments about.

Thanks


Hi VIChris,
“失信于民,何以取信于天下...”
It appears to me that your Chinese is pretty good.

I could be wrong, but here is my interpretation.

On the background:

"Over exaggerating on efficacy of product's functions" by distributors" is the original key issue. This was reflected in Medpartner's first article.
How credible were their evidences and supports? I don't know.............

One thing leads to another..............more issues surfaced...........................slandering......defamation.....threaten to sue....etc  

What does it means:

Potentially, risk No:1 could materialise.......................

From page 32 of AR2015: 

The top 5 risks the company faces are identified below: 
1) Advertisements that over promise product efficacy
Distributors sometimes exaggerate the uses of our products, leading to regulatory intervention.Warnings or penalties might be issued to the company, causing reputation damage or monetary losses, affecting our profitability.The company only publishes product attributes that can be supported for each product on our website.Through trainings and interactions, we also remind our distributors not to over exaggerate about the product's efficacy and keep to the proven functions. 
 
________________________________________________________________________________________________________________
 
先別管安麗了你聽過皙之密嗎?瞬間亮白、拉提、碘酒實驗大破解
九月 27, 2016
snow valley
https://www.medpartner.club/bwl-cosmetic...ting-myth/

"特別強調,我們是踢爆全美直銷商的話術跟實驗,在這邊,並沒有特別說全美的產品好或不好,在我沒有全方面徹底研究他的產品前,我不會對這部分評論。大家可以自己去思考相關的問題就好,值不值一個月花15000多元,自己決定就好。全美的直銷商朋友們,不用急著上來崩潰洗版,我真的沒說你們家產品不好,只說你們家有很多不肖直銷商,我說的都有憑有據,大家自己google都是滿滿的這類言論。賣東西很好,賺錢很好,但是真的不用使用唬爛的方式。如果產品真的好,不用這麼唬爛,大家一樣排隊搶著買不是嗎?如果貴公司的人有具體可討論的論點,非常歡迎各種公開討論。但是請不要再跟其他直銷商一樣來攻擊網站或洗版了,真的很沒意義。
 
我們對全美皙之密的要求,跟對NU SKIN還有安麗一樣,你們是一個新加坡上市公司,希望你們承擔起該有的社會責任。我們呼籲全美總公司出來:
1承認錯誤,並公開向受騙的民眾及社會大眾道歉。
2改正錯誤,懲處相關不肖直銷商。
3保證以後不犯,至少要提供「公開、非會員也能服務的檢舉電話」,
讓大家一起來幫你們抓不肖直銷商。這不會是一個趕盡殺絕,而是你們洗白的大好機會。
 
對於認真經營不騙人的直銷商,我們感到很遺憾,希望你們呼籲總公司出來認真面對。對於使用這些唬爛伎倆的直銷商,如果你是不懂,那現在你懂了。但如果你很清楚,那我想跟你分享吳念真說的話:「知識是不是用來掠奪的。」把你的知識用來做更多對社會有益的事情,你不一定會更有錢,但一定會更快樂。...............................................................................................
__________________________________________________________________________________________________________________
Research, research and research - Please do your own due diligence (DYODD) before you invest - Any reliance on my analysis is SOLELY at your own risk.
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