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3 comment(s). Last comment by moolala at May 1, 2018 08:09 PM
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Choivo Capital
2441 posts

Posted by Choivo Capital > Apr 23, 2018 04:50 PM | Report Abuse

You guys insane ah.

"This brings me to the next point, investing in QL is a also a valuation play. How so? Traditionally, QL has been valued as a poultry, surimi and feed company. Now with their convenience store business, their valuation will alter. This would be especially true if they can win market share from 7-11 or MyNews. If you look at both companies' valuation, you will be amaze with the premium attached to both companies. SEM (7-11 Malaysia) is trading at 43x trailing PER and MyNews is trading at 40x trailing PER. QL is only trading at 34x PER with an expanding convenience store business arm. Hence, to us, QL is a very solid mid to long term valuation play."

What kind of stupid statement is this? Value play? Siao ah.

Like that everyone go change business to car hailing company better? Those companies burn 2-4 billion a year but valued at 60 Billion.

In this case, if you make profit, your valuation mai hit infinity liao?


zhangliang
320 posts

Posted by zhangliang > Apr 23, 2018 06:35 PM | Report Abuse

Wow, the empty vessel strikes back! I remember u da one who recommend Prolexus @ rm1.38 and told every1 to sailang right? FYI Prolexus 70 sens empty vessel! People Tradeview write article on QL such a good return stock but u attack...Y like tt?


moolala
5 posts

Posted by moolala > May 1, 2018 08:09 PM | Report Abuse

Jon, I like your research on rcecap (which by the way tradeview also called a buy on), but I think your criticism on QL is unfounded. Just look at the share price when it was called and the price today. I think tradeview did a good job in identifying a strong growth catalyst with family mart convenience stores

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