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Alternative recovery play stock to AirAsia, GENM or AEON? You decide.


InNature Berhad is an investment holding company. The company, through its subsidiaries, is principally involved in the retailing and distribution of The Body Shop products in Malaysia, Vietnam and Cambodia. The company has been operating The Body Shop franchise business for more than 35 years.ANALYSIS
Some housekeeping rules. The whole purpose of my Blog is to keep ideas simple. I will avoid using complex terminologies, fancy graphs and overly aggressive mathematical analysis. There is no reason to have a complicated analysis when sometimes it does not improve accuracy in decision-making. I will continue to keep my blog in this simple format for better readability.

1) Profitable for every quarter since the pandemic began despite series of lockdowns. Profitability has been improving in recent quarters and will continue to do well due to strong growth in Vietnam and increasing traffic from online sales.

2) Strong growth potential in Vietnam. A country with large population and rising income groups are indications of powerful consumer spending. Pandemic situation in Vietnam is also within control, hence foot traffic is back to normal.

3) This is a surprising one. Profit margin is extremely high although Bodyshop is not considered to be a luxury body care product. Pulling data from it's latest earnings report, Gross Profit margin is at 64.9% and Profit Before Tax margin is at 22.4%.


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