FARM FRESH BERHAD
KLSE (MYR): FFB (5306)
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Last Price
1.52
Today's Change
-0.02 (1.30%)
Day's Change
1.51 - 1.54
Trading Volume
753,600
Changes
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Discussions
6 people like this. Showing 50 of 1,223 comments
Value is subjective, whats exp to you is fairly price to others, none of us can predict the future, but IF FFB becomes Msian nestle 10 years later, does it matter what price u bought at today ? but again its is a big IF
2 months ago
eugenewong794
Value is subjective, whats exp to you is fairly price to others, none of us can predict the future, but IF FFB becomes Msian nestle 10 years later, does it matter what price u bought at today ? but again its is a big IF
10 minutes ago
back in old old days, Nestle and other big name international company they were never interested listing in malaysia but the end was somehow old government managed to "convince" them to be listed in our country.
here is the catch, all these big and old company have 1 common thing, their NOSH were extremely low. my guess is with such NOSH, their stock liquidity definitely will be lagging and hard to be manipulated by outsiders. which mean, somehow they still have full control in they company while they also fulfilled old government's vision which to be listed in malaysia. and PLC like nestle, their shareprice almost determine by major shareholders (Nestle mother company and national institutions) which they already pushed the price to extremely high valuation level and they can continue support it. (because no one else dump their share lol)
now, we come back here today, FFB boss sendiri said that he seeking for support and hope to be listed in malaysia. FFB unlike Nestle, got no mother company from foreign country, their situation and interests are totally different.
as far as i know, nestle malaysia number one shareholder is nestle itself (72%+) and FFB number one shareholder is rainforest capital (30%+)
now u see the differences?
2 months ago
what i wanted to say is, dont compare this 2 company as they have different POV from itself and timing also different.
此一时，彼一时
2 months ago
1. Big NOSH = low liquidity = stable share price, i totally agree, but with higher NOSH, and higher liquidity, it actually benefits retailers like myself as i can take advantage of shareprice weakness to accumulate, and no longer need to pay 12k plus for 100 lots of nestle shares, and i would say the shareprice is more efficient if its more liquid as theres more volume which helps the share price reflects itrs true value, whereas if its illiquid, few big shots can easily pump the share price, out of reach of retailers
2.in this context, what u perceived to be strengths ie 'controlled by foreign mother company', might turn out to be problemetic down the road, esp with all the boycott going on in msia, FFB benefits as 100% msian owned company, and rainforrect capital and farm choice food is both owned by mr Loi Tuan ee and his family, so skin in game, his interest are aligned with shareholders
2 months ago
When i say FFB become like nestle, what i mean is in terms of MOAT, nestle is so resillient and it has a very strong brand that they also have pricing power
2 months ago
you were right about FFB, they want catering malaysia consumer also retailer.
thats why i said, nestle dont even bother to be listed since day one in malysia, they jsut want do biz with no outsider but malaysia government insist to.
2 months ago
CharlieM, then you need to take your nickname's sake, Charlie Munger's advice and invest in great companies. FFB for me is a great company that is part of our local food security ecosystem, meaning the government will do everything in its power to allow for FFB to remain 100% locally owned and production is fully local.
2 months ago
@multiever, thanks, i didnt knw that nestle didnt wan to get listed, but im sure those investing in it are very grateful
2 months ago
NoTimeToTrade, you are not wrong, all your points are valid..
It’s just that I also subscribed to Buffets advice with his baseball analogy - “The trick in investing is just to sit there and watch pitch after pitch go by and wait for the one right in your sweet spot.. “
2 months ago
RHB Retail Research said Farm Fresh Bhd is set to resume its uptrend after surpassing the immediate resistance of RM1.45 recently, with strong trading volume.
https://theedgemalaysia.com/node/707461
2 months ago
FFB is riding on the young malaysian demographic where more and more ppl drink milk daily. the same applies to Nestle, F&N, DLIM and many others. pure consumer play. Buy any and U will make money provided they manage the company well. FFB is the new baby in town, so let FFB grow whilst the other 3 above have a system in place and not one man's decision.
2 months ago
i think FFB showed its resilience in these 2 days when 50% of counters are in the red
1 month ago
nestle isnt a bad stock or company, its a good stock but okay company, there isnt really much growth in nestle, and the CEO is a finance guy, finance guys usually dun expand the business more than they control cost. Theres also the public sentiment towards nestle and boikot etc, farm fresh has more growth potential but it comes with higher valuation, whether its too exp or fairly priced, u make the decision yourself
1 month ago
CONSUMER sector: Malaysia's Dividend Darlings? (KingKKK): Top 10 Stocks to Weather the Storm
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-24-story-h-182882795-Malaysia_s_Dividend_Darlings_Top_10_Consumer_Stocks_to_Weather_the_Stor
1 month ago
Posted by DouglasLiu > 6 days ago | Report Abuse
I can confirm that it will break 1.50 by next week
🤡
2 weeks ago
milk price globally is UP... can anyone share how much FF produces internally vs. the sales.. based on IPO doc, they only produce less than 15% of the milk they sell. have they moved up? sometimes, I wonder why own a cow, i.e., another living soul when it's easier to just buy Milk... let's enjoy the milk and not the cow.
2 weeks ago
anyway from IPO, the owner is promoting as if FF is local milk...when in IPO doc he says only 10% is local milk....and 90% is actually imported milk from Oz without paying tax. Soon, there will be a Hugh tax damage... hope the promoter can manage this.
2 weeks ago
1. milk powder prices arent really 'up', if u look at 5 year average, it usually howers ard 3-3.5k, the highest was abv 3.5 up to 4.7k, to predict milk powder prices, look at china, cos they 1 of the largest consumers, but now they arent doing very well
2. im not sure about the percentage of internal produced vs imported, but the imported ones from AUS is also owned by them, so i consider it s both internally produced
3. why own a cow ? cos u get better cost control and not affected by commodity prices, versus buying raw milk powder, and it just plain taste better versus the ones made from milk powder, so much so that F&N and FGV are going up stream, surely they arent doing that if the cons outweigh the pros
2 weeks ago
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2 weeks ago
@abcb
没有跌空你就已经偷笑了，还想跳空高飞？也不看看基本面，到底是谁才是韭菜。
若你早半年前换码头，假设投资子母牌1个Mil，现在的账面利润应该少少都有50%（1.5mil）。我的成本更低，翻倍了。那些还嫌弃子母牌的股价贵，都不知道他们的数学是不是体育老师教的。子母牌是股本大，股价自然也大，赚幅能力也更大。
澳洲的大草原真的很美，希望你早日上岸
1 week ago
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eugenewong794
As for the debt, the nature of fresh milk business is capex intensive, what more upstream F&B thats expanding and acquiring subsidiaries, either management raise money from debt or private placement, i think as shareholder we prefer the former over the latter, but if u look at latest QR, they are shifting the debt to long term ie non current, and into sukuk specifically, which i speculate that managements thinks it is more advantagous, but management did say no plans to raise any more debt barring unforseen circumstances. Now just need to wait and see if they can deliver
2 months ago