Highlights
KLSE: QL (7084)       QL RESOURCES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
7.03   -0.22 (3.03%)  7.03 - 7.27  987,700
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Overview

Market Cap: 11,406 Million
NOSH: 1,622 Million
Avg Volume (4 weeks):682,400
4 Weeks Range:6.97 - 7.30
4 Weeks Price Volatility (%):
18.18%
52 Weeks Range:6.03 - 7.63
52 Weeks Price Volatility (%):
62.50%
Average Price Target: 6.98
Price Target Upside/Downside: -0.05

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2019 [#1]  |  28-Aug-2019
Next QR | Est. Ann. Date: 30-Sep-2019  |  26-Nov-2019
T4Q P/E | EY: 51.05  |  1.96%
T4Q DY | Payout %: 0.64%  |  32.68%
T4Q NAPS | P/NAPS: 1.23  |  5.72
T4Q NP Margin | ROE: 6.10%  |  11.20%

Headlines

Date Subject
19-Oct-2019 下跌股:全利资源RM6.8支撑
15-Oct-2019 To buy or not to buy QL?
14-Oct-2019 Budget 2020 - Engineering Inclusive Growth
09-Oct-2019 9 things I learned from the 2019 QL Resources AGM - Shak Chee Hoi
04-Oct-2019 The Not-So-Enigmatic Success Story Behind QL Resources? - Salvador Dali
24-Sep-2019 消费不振 盈利承压‧消费股多元化抗颓势
24-Sep-2019 Stocks on Radar - QL Resources (7084)
17-Sep-2019 12 things to know about QL Resources before you invest (updated 2019) - Ian Tai
11-Sep-2019 QL 还能继续成长么?
09-Sep-2019 [转贴] [Facebok live video:浅谈QL Resources bhd (QL)] - James的股票投资James Share Investing
30-Aug-2019 Mplus Market Pulse - 30 Aug 2019
29-Aug-2019 QL Resources - Higher MPM margi
29-Aug-2019 QL Resources Berhad - Segment Continues to Support the Groups Earnings
29-Aug-2019 QL Resources Berhad - Strong Start to the Year
29-Aug-2019 QL Resources Bhd - 1Q20 No Surprises
29-Aug-2019 QL Resources - MPM Division Saves the Day
29-Aug-2019 QL Resources - a Fine Start to the Year
05-Aug-2019 [转贴] 全利资源 - QL Resources Berhad - Stock Buddy (大马股市)
31-Jul-2019 QL Resources - FY20: Riding on MPM and Family Mart’s Growth
27-Jul-2019 QL(7084)大解剖系列视频

Business Background

QL Resources Bhd farms and manufactures eggs and fish substitutes in various regions throughout Asia. The livestock segment distributes animal feed and raw materials (including eggs), and young poultry to Asia-Pacific regions. The marine segment has a wider reach than the livestock segment as it produces and distributes fishmeal and other fish-based products to Asia, Europe, and North America. Additionally, the company operates plantations and mills to produce crude palm oil. It has worked on transforming the waste from the mills into renewable energy and minimizing its milling process' environmental impact.
Trade this stock with T+7 trading account. Find out more.

  4 people like this.
 
stockraider Look here & read properly lah, where got raider use single metric to say your overvalue QL overvalue leh ??

The problem of QL is it is in the commodities business really no business moat at all loh....!!

furthermore beside PE of more than 50x, dividend yield less than 1% pa, Nta only Rm 1.20 and in the commodity business, do u think can justify such an extreme valuation leh ??

USE YOUR BRAIN THINK LOH....!!

THE GLUT CAN HAPPEN TO ANY BUSINESS NOT ONLY PROPERTY BUSINESS LOH...!!

1.TAKE FOR EXAMPLE YOUR SOCHAI OVERVALUE QL WITH PE 50X....THEY EXPANDED THEIR PALMOIL PLANTATION BUT IT IS NOT DOING WELL BCOS OF OVER PRODUCTION AND GLUT THUS THE PRICE DEPRESSED LOH...!!

2. THIS MAY HAPPEN TO THEIR CHICKEN AND EGG BUSINESS, WHEN THEY OVER EXPAND OR THEIR COMPETITOR EXPANDED THEIR CAPACITY OR WHEN IMPORTS IS ALLOW TO COME IN IN THE NAME OF FREE TRADE MAH...!!

3. THE SAME CAN HAPPEN IF U OPEN TOO MANY FAMILY MART STORES NEARBY EACH OTHERS ....THESE ARE POTENTIAL GLUT NOT FORSEEN BCOS CURRENT SALES ARE GOOD, THE SAME POSITIVE ENVIRONMENT EXPERIENCE FEW YEARS BACK LOH..!!
01/07/2019 7:00 PM
stockraider Thats why until today your sohai overvalue QL { Pe 50x} still underperform against our insas and MNRB despite Sohai EPF keep buying to support the stupid QL share price loh...!!

There must be a reason why QL underperformed mah, the reasons point to huge overvaluation loh....!!

The problem of QL is it is in the commodities business really no business moat at all loh....!!

furthermore beside PE of more than 50x, dividend yield less than 1% pa, Nta only Rm 1.20 and in the commodity business, do u think can justify such an extreme valuation leh ??
01/07/2019 7:01 PM
shpg22 QL is a stock that no matter which angle you look at doesn't worth that much. Price highly manipulated and control by sharks. Just a matter of time before a big dive.
02/07/2019 12:01 AM
Philip Greta Very funny comments, if we were talking about a 200 million microcap stock I would totally understand. This however is an 11 billion ringgit company.

Maybe the angles you are looking at is merely quantitative, you have probably missed the qualitative aspect of the business.

Stockraider has been wishing for the price to crash for a very long time now. It still eludes him.
02/07/2019 12:16 AM
tealeaf indeed.... i c the crowd more at FM rather than 7-11.... have anyone c 7-11 long q to buy stuff... but FM yes..... last week when i landed at KLIA2 in the morning, wanna buy some light meal in FM, unfortunately many sold out even mineral drinking water.....

i may not want to attend the oden if i seen nepal/bangla preparing it....
02/07/2019 7:45 AM
stockraider THIS IS PHILIP NAIVE BRAINLESS LOGIC LOH....!!

TOO BIG CANNOT FAIL MEH ??

I REMEMBER BUMI ARMADA & SAPURA ENERGY, USE TO BE A VERY BIG MKT CAP COMPANY RANGING FROM RM 30B TO RM 50B LOH....!!

ASK YOURSELF WHAT IS THEIR MKT CAP TODAY LEH ??

SAMETHING CAN HAPPEN TO QL TOO LOH....!!

US/CHN trade war doesn't matter) Philip Very funny comments, if we were talking about a 200 million microcap stock I would totally understand. This however is an 11 billion ringgit company.

Maybe the angles you are looking at is merely quantitative, you have probably missed the qualitative aspect of the business.

Stockraider has been wishing for the price to crash for a very long time now. It still eludes him.
02/07/2019 10:43 AM
shpg22 TRANSMILE also big last time until the accounting scandal pop up.
02/07/2019 12:39 PM
Philip Greta So now QL practices accounting scandals and is the same as sapura and bumi Armada? Wonders never cease.
02/07/2019 4:51 PM
stockraider Please note there are no scandal at sapnrg and armada loh....this Philip like to make sweeping statement....Partly due to Brainless loh...!!
02/07/2019 7:10 PM
stockraider JUST SELL OVERVALUE QL AND SWITCH TO INSAS HATHAWAY MAH....!!

INSAS A VERY GOOD MARGIN OF SAFETY INVESTMENT; THERE IS A GOOD OPPORTUNITY TO MAKE A BIG KILLING WITH VIRTUALLY VERY LOW RISK, BCOS THERE IS HUGE MARGIN OF SAFETY AND INSAS HAS TECHNICALLY BREAKOUT TO SHOW VERY BULLISH SIGN LOH....!!

BUY BUY BUY B4 TOO LATE LOH....!!

IT WILL RUNUP VERY SOON MAH...!!

For its nine months ended March this year, Insas registered a net profit of RM63.91 million on RM133.96 million in revenue.

While its share price is languishing at 72 sen, the company’s net asset per share as at end-March was RM2.59.

A few months ago, Kok Khee is said to have told a group of friends, “Insas is the most undervalued company on Bursa Malaysia”.

As at end-March this year, Insas was in a net cash position and had deposits with licensed banks and financial institutions amounting to RM553.68 million and cash and bank balances of RM114.63 million. On the other side of the balance sheet, Insas had short-term debt commitments of RM309.83 million and long-term borrowings of RM20.48 million.

Considering Insas’ share base is 663.01 million shares, this means that Insas has net cash of 54 sen per share.

It is also interesting to note that Insas is diversified, having stakes in stockbroking company M&A Securities Sdn Bhd, property development held under Insas Properties Sdn Bhd, car rentals under Insas Pacific Rent-A-Car Sdn Bhd, 43% in the fashion retailer Melium group and Dome Café in its stable of companies. Also under Insas is moneylending and project financing outfit Insas Credit & Leasing Sdn Bhd, just to name a few of its businesses.

Its shareholdings in listed companies include 19.1% in semiconductor manufacturer Inari Amertron Bhd. Inari at its close of RM1.59 last Friday had a market capitalisation of RM5.05 billion. Thus, Insas’ stake in Inari is worth RM964.55 million, which is more than double Insas’ market capitalisation of RM477.4 million as at last Friday’s close.

Other companies Insas has stakes in include 10.18% in software outfit Omesti Bhd, which closed at 40.5 sen last Friday for a market capitalisation of RM193.7 million, 7.98% in furniture company SYF Resources Bhd — which ended trading last Friday at 20 sen, translating into a market value of RM119.1 million — and 25.48% in computer software and hardware consulting company Diversified Gateway Solutions Bhd, which finished Friday at eight sen, valuing it at RM59.7 million.

Omesti, meanwhile, has a 5.65% stake, or 42.14 million shares, in Diversified Gateway Solutions, 61.53% in software company Microlink Solutions Bhd and 13.29% in construction player Ho Hup Construction Co Bhd.
02/07/2019 7:42 PM
stockraider Remember if u invest in margin of safety stocks, for fast return u must look for catalyst loh....!!
A good example of catalyst for insas is as below loh..!!

Newsbreak: Insas’ controlling shareholders may seek a waiver

This article first appeared in The Edge Malaysia Weekly, on June 24, 2019 - June 30, 2019.

THE controlling shareholders of Insas Bhd, Datuk Seri Thong Kok Khee and his brother Datuk Thong Kok Yun, are said to be mulling seeking a waiver from making a general offer for the company if they decide to convert the company’s warrants in February next year.

The “if” comes about as the warrants issued in end-February 2015 are out of the money, trading at 3.5 sen, while the strike price to convert the warrant to a share when it expires on Feb 25 next year is RM1.

Insas’ mother share, however, closed last Friday at 72 sen, a 28% discount from the warrant’s strike price, which makes it more meaningful to buy direct into the mother share as opposed to buying the warrant and converting it.

“I do not think any of the warrant holders will convert,” one warrant holder says.

Insas’ October 2014 circular to shareholders says that should Kok Khee and any of his related parties, “exercise their warrants such that their shareholdings in Insas increase to more than 33%, whether on an individual basis, Datuk Thong Kok Khee and/or any of his related parties is obliged … to undertake a mandatory offer for all the remaining Insas shares not already held by them after the exercise of the warrants”.

Kok Khee has a 25.05% stake in Insas and his brother Kok Yun controls 11.19%. Another 18.77% is held by M&A Investments International Ltd, which, according to Insas’ 2018 annual report, is linked to Kok Khee. This would mean that the brothers have about 55% equity interest in Insas at present. Meanwhile, Kok Khee has 31.45%, or 83.41 million, of the warrants while Kok Yun has 31.74 million, or 11.97%.

If Kok Khee and Kok Yun pay RM115.15 million to convert their warrants and, assuming that none of the warrant holders convert, they would control 61.66% of Insas.

To put things in perspective, over the last 10 years, Insas has traded above RM1 for only a few months in 2014 and a brief period in 2017.

Insas’ warrants came about in July 2014, when it issued 138.7 million preference shares at an issue price of RM1 a preference share, on a basis of one preference share and two warrants for five shares held. In a nutshell, Insas was looking to raise RM138.7 million, largely for M&A Securities.

There are 265.2 million warrants still trading and 132.6 million preference shares have yet to be redeemed. But it is not that Insas needs the warrants to be converted to raise funds to redeem the preference shares.

For its nine months ended March this year, Insas registered a net profit of RM63.91 million on RM133.96 million in revenue.

While its share price is languishing at 72 sen, the company’s net asset per share as at end-March was RM2.59.

A few months ago, Kok Khee is said to have told a group of friends, “Insas is the most undervalued company on Bursa Malaysia”.

As at end-March this year, Insas was in a net cash position and had deposits with licensed banks and financial institutions amounting to RM553.68 million and cash and bank balances of RM114.63 million. On the other side of the balance sheet, Insas had short-term debt commitments of RM309.83 million and long-term borrowings of RM20.48 million.

Considering Insas’ share base is 663.01 million shares, this means that Insas has net cash of 54 sen per share.

It is also interesting to note that Insas is diversified, having stakes in stockbroking company M&A Securities Sdn Bhd, property development held under Insas Properties Sdn Bhd, car rentals under Insas Pacific Rent-A-Car Sdn Bhd, 43% in the fashion retailer Melium group and Dome Café in its stable of companies. Also under Insas is moneylending and project financing outfit Insas Credit & Leasing Sdn Bhd, just to name a few of its businesses.

Its shareholdings in listed companies include 19.1% in semiconductor manufacturer Inari Amertron Bhd. Inari at its close of RM1.59 last Friday had a market capitalisation of RM5.05 billion. Thus, Insas’ stake in Inari is worth RM964.55 million, which is more than double Insas’ market capitalisation of RM477.4 million as at last Friday’s close.

Other companies Insas has stakes in include 10.18% in software outfit Omesti Bhd, which closed at 40.5 sen last Friday for a market capitalisation of RM193.7 million, 7.98% in furniture company SYF Resources Bhd — which ended trading last Friday at 20 sen, translating into a market value of RM119.1 million — and 25.48% in computer software and hardware consulting company Diversified Gateway Solutions Bhd, which finished Friday at eight sen, valuing it at RM59.7 million.

Omesti, meanwhile, has a 5.65% stake, or 42.14 million shares, in Diversified Gateway Solutions, 61.53% in software company Microlink Solutions Bhd .
02/07/2019 7:44 PM
stockraider IF THIS CAN HAPPEN TO LAY HONG, IT COULD HAPPEN IN QL, AFTERALL THEY ARE IN THE SAME INDUSTRY LOH....!!


Lay Hong Director sold 30% of warrants during the period his chicken farm was culled and no announcement was made

Author: HerbertChua | Publish date: Wed, 3 Jul 2019, 12:59 PM

The news was only found out after victim shareholders waited honestly for the quarter result for quarter 2.

Why victim? Because the share price fell like waterfall before the quarter result for quarter 2.

After that, pitiful analyst of Hong Leong and Kenanga cease coverage after praising Lay Hong as if it will be the star performer in 2019.

Should the director have sold so many warrants during the period the farm was culled? When the farm was culled, public victim funds and shareholders were kept in the dark until much later when found out in quarter 2 result.
03/07/2019 1:03 PM
rajachulan “走了40年,未来40年怎么走?基本上我们的董事是兄弟和妻舅,因为我太太也姓谢,所以董事们基本都姓谢。为了走好未来40年,我认为我们的股份制模式还不够,我们要学习欧美,转变成信托模式。”就在今年,全利集团的谢氏股东们把他们所控股的42%股权拿出来,成立了信托基金会。如此一来,家族每个成员不再传承公司的控股权决策权,而是传承每个人部份的收益,从拥有权转向收益权,从而避免潜兄弟姐妹股权纷争的风险。

https://finance.sina.com.cn/chanjing/gsnews/2018-12-05/doc-ihprknvt1494038.shtml

fisherman's son is no longer a fisherman

but chicken farmer still a chicken farmer...
03/07/2019 1:43 PM
Philip Greta Comparing layhong management to QL management shows how smart stockraider is. He didn't understand how I bought ql when it was around 1b networth and watch my investment grow to 11b.

Even today he measures performance with share price movement instead of business growth of revenue and earnings.

Small office boy thinking, forever only look at what is in front.

Share price is volatile. Competitive business advantage is not.
04/07/2019 7:48 AM
stockraider Philip very sochai mentality loh....!!

QL Pe 50x management may be good...but overvalue what is the point leh ???

Good management does not deserve PE 50x....maybe PE 20x to 25x acceptable mah....!!

Beside high PE 50x...it only can afford to pay 0.75% div...only sochai like Philip is happy loh...!!

QL must show ability to pay div to confirm it do well loh...!!

Why raider compare poor performance layhong v QL leh ??

To reflect the poor performance of chicken will come to haunt QL eventually loh....!!

Furthermore palmoil also not doing well mah...!!

Just imagine got 3 engine....2 engine not functioning...do u think can fly well leh ??
Furthermore PE 50x sky high...do u think it will crash leh ??

Need to understand the risk of overvaluation mah...!!

Posted by (US/CHN trade war doesn't matter) Philip > Jul 4, 2019 7:48 AM | Report Abuse

Comparing layhong management to QL management shows how smart stockraider is. He didn't understand how I bought ql when it was around 1b networth and watch my investment grow to 11b.

Even today he measures performance with share price movement instead of business growth of revenue and earnings.

Small office boy thinking, forever only look at what is in front.

Share price is volatile. Competitive business advantage is no
04/07/2019 9:49 AM
stockraider Safer to Sell QL Pe 50x to buy insas hathaway a veli safe n undervalue stock with huge margin of safety loh....!!
04/07/2019 9:50 AM
stockraider Posted by (US/CHN trade war doesn't matter) Philip > Jul 6, 2019 12:15 PM | Report Abuse

The figures tell me a wonderful story. How a company is able to take less outside capital than it's peers to grow with far more efficiency. How a company grew:

From 1.4 BILLION in REVENUE AND 106 MILLION PROFIT 10 YEARS AGO
TO. 2.4 BILLION REVENUE AND 159 PROFIT 5 YEARS AGO
TO. 3.6 BILLION REVENUE AND 216 PROFIT TODAY

CEO is telling you projections 8 billion revenue and 600 profit 10 years from now.

So if you are conservative and look at 6 billion revenue and 400 profit 10 years from now with no major competitor to disrupt your business or undersell your prices ( numbers also tell me QL is the lowest cost producer), how would you value QL then? Buy or sell?

I know everyones answer.

Problem is most professional investors know how to value INSAS. Only the amateur ones think they know better.

Good luck.


>>>>>>>>>

QL Balance sheet:
Trade receivables: RM 300,876,000
Cash and cash equivalents: RM 260,331,000
Long term borrowings (LT Debts/Total Equity: 30%): RM611,313,000
Short term-bankers acceptance RM 279,923,000:
Other short term borrowings: RM 297,368,000
Payables: RM 342,799,000
So what all these figures tell you about QL:
06/07/2019 1:38 PM
stockraider Posted by Sslee > Jul 6, 2019 1:00 PM | Report Abuse

Dear Philip,
If you, professional investors, big fund managers and INSTITUTIONS holder ready to pay RM 11 billion now with current profit of RM 216 million and will only growth into RM 400-600 million profit in 10 year time then go ahead as no one going to stop you but it is not my cup of tea nor qualified my owner boss demand "rate of return".

Thank you
06/07/2019 1:38 PM
stockraider Correctloh a bird in hand is much better than 2 in the bush mah...!!

Insas has an NTA of Rm 2.54 (even if we exclude revaluation like inari} and it got good profit & reasonable dividend too plus it is positive net cash mah and u can buy it for rm 0.815 with big margin of safety and with PE less than 10x....all these value are real mah..!!

On the otherhand QL overvalue with PE 51x and with market cap of Rm 11b and in 10 yrs time can only make rm 400m....don u think it is extremely overvalue and sohai to invest leh ??

Insas value of Rm 2.54 are real whereas QL value is speculation...can they really make Rm 400m in 10 years time...even if they can make Rm 400m....this stock PE 25x in 10 yrs time still overvalue loh...!!

Philip is really a sohai loh....!!

Posted by Sslee > Jul 6, 2019 1:00 PM | Report Abuse

Dear Philip,
If you, professional investors, big fund managers and INSTITUTIONS holder ready to pay RM 11 billion now with current profit of RM 216 million and will only growth into RM 400-600 million profit in 10 year time then go ahead as no one going to stop you but it is not my cup of tea nor qualified my owner boss demand "rate of return".

Posted by stockraider > Jul 5, 2019 10:29 PM | Report Abuse X

This Philip is the salesman type of personality no financial management Skills loh...!!
No matter how good is your sales growth u must always convert it to profit loh..!!
That call for prudent financial management & use of quantitative analysis as suggested by raiders as a defensive safeguard for investor loh.....!!

Raider had met many growth orientated business men like Philip type, they can talk of exciting grandiose sales growth, but at the end ,their business went bankrupt, just bcos they do not know how to exercise financial restraints , management & prudent quantitative analysis loh...!!.
06/07/2019 1:39 PM
stockraider Remember loh...Insas is a fundamental investment, u are paying Rm 0.815 for and enormous value above Rm 2.54 mah...!!
This difference is call big margin of safety loh...insas is a very very safe investment loh...!!

On the otherhand u r speculating on QL overvalue with PE 51x and with market cap of Rm 11b and in 10 yrs time can only make rm 400m....don u think it is extremely overvalue and sohai to invest leh ??

Can they really make Rm 400m in 10 years time...even if they can make Rm 400m....this stock QL PE 25x in 10 yrs time is still overvalue now loh!!

Philip is a sohai to make comment below loh...!!

"NO ONE IS WILLING TO OVERPAY FOR INSAS BECAUSE WE KNOW THE PAST HISTORY, THE PAST BAGGAGE, AND THE FUTURE OF INSAS. NOT EVEN RAIDER AND SSLEE. WHY? IF YOU ARE CONFIDENT RETAINED EARNINGS WILL BE RM5 3-5 YEARS FROM NOW, WHY SELL AT 80 CENTS? WHY DOESN'T INSTITUTION BUY UNTIL REALIZED VALUE OF RM1.25 AND ABOVE? 100% RETURN NOT GOOD? UNLESS IT IS THEORETICAL AND NOT CERTAINTY.

FOR QL WHY AM I AND OTHER INSTITUTIONS HOLDING AT PE51? AND GIVING REALIZED VALUE TO QL AT 11 BILLION? ARE WE BUILDING CASTLES AND CHASING NUMBERS IN THE AIR? OBVIOUSLY NOT."

Raider says:
always remember when u invest start with margin of safety 1st mah...!!
Start with Buying Insas Hathaway loh...!!
06/07/2019 1:39 PM
MrFox Insas is Insaf!!!!!!

kikiki
06/07/2019 1:46 PM
Fabien "The Efficient Capital Allocater" Leong Hup looks interesting at current price. LHI is trading at about half of QL's PE. It's profit margin is comparable, even slightly better than QL (poutry segment). of course, QL is more diversified hence more resilient as compared to LHI which is very sensitive to changing demand and supply dynamics.
15/07/2019 10:31 AM
James Ng https://klse.i3investor.com/blogs/general/216083.jsp
[转贴] [QL RESOURCES BHD:鱼类捕捞周期恢复以及鱼糜制品的贡献增加] - James的股票投资James Share Investing
22/07/2019 9:42 AM
28/07/2019 1:45 AM
VinLol123 Maybe investors interested on familymart(high profit margin)
31/07/2019 5:30 PM
ongth60 https://www.thestar.com.my/news/regional/2019/08/07/oh-rats-japan-convenience-store-apologises-after-viral-rodent-video#cxrecs_s
07/08/2019 5:57 PM
calvintaneng QL = QUICKLY LOCK UP

LATER = QUICKLY LOWER AND LOWER

SELL NOW AND SWITCH ALL INTO UZMA NOW!!!

THE GOOD PROSPECTS OF UZMA

1) PRICE NOW SELLING FAR BELOW NTA AS A MARGIN OF SAFETY

VERY DEFENSIVE


2) INSIDERS STARTED BUYING.

THERE MUST BE SOMETHING BREWING AHEAD?

3) PETRONAS REFINERY IN RAPID NEEDS 54 MILLION BARRELS OF CRUDE (EXTRA) SO MORE JOBS FOR OG UPSTREAM JOBS TO BE AWARDED

AND UZMA IS IN THE RIGHT PLACE AT THE RIGHT TIME


4) MONSOON NOW OVER

APRIL TO JUNE 2019 MONTHS RESULTS SHOULD SHOW PROGRESS IN 16 OIL WELL DECOMMISSIONING JOBS COMPLETED

THIS WILL BOOST PERFORMANCE FOR AUGUST 2019

SO BUY NOW BEFORE GOOD RESULT OUT

NOT PANIC CHASE UZMA LATER AFTER RESULT OUT IN THE OPEN

SEE HOW CALVIN CHUN CHUN FORECAST KPS CASH PAYOUT AFTER KPS RECEIVED COMPENSATION FOR WATER ASSETS

ONLY AFTER CASH PAYOUT 32.60 SEN ANNOUNCED PEOPLE PANIC BUY KPS OVER RM1.69 TO THEIR DETRIMENT

SO BUY UZMA WHILE CHEAP NOW!!!

NOT CHASE UZMA IN PANIC LATER AND THEN BLAME CALVIN?

LISTEN LISTEN LISTEN!!!

THE TIME TO BUY UZMA IS NOW NOW NOW!!!
19/08/2019 9:20 AM
enigmatic [Breaker of Speculative Investing] Why swap a premium product for a sub-standard one?
19/08/2019 12:59 PM
calvintaneng Premium product?

No use if you grossly overpay

Like this

It is better to buy a nice kampung durian at Rm1 per kg and sell it for rm5 per kg and make 400% profit

Than buy premium durian at rm40 per kg and sell for Rm42 per kg and make a miserable 5% profit

One makes 400% while one dumb one makes only 5%

So QL so called premium will make peanuts at best while Uzma which you think sub standard will give outsized gains

So you your brain and think

Ql?

Oh quickly locked up

And quietly languishing like zombies cannot think anymore?

Aiyoyo!
19/08/2019 10:26 PM
enigmatic [Breaker of Speculative Investing] Good products speak for themselves
20/08/2019 11:10 AM
shpg22 Nothing premium about QL brand. Nobody look at brand when buying eggs. Only QL shareholder will look at the brand and shiok sendiri.
24/08/2019 11:45 AM
shpg22 Both LHI Revenue and Net Profit is much higher than QL. Why the valuation is only 20% of QL?? Answer : QL is ridiculously priced, end of story!!
24/08/2019 5:11 PM
Philip Greta You have much to learn about business. LHI started business many many years before QL even began. But the quality of management is so much different is like heaven and earth.

After LHI do business for so many years....

1. Who has the family mart franchise?
2. Who expanded successfully into marine seafood and poultry from just a feedmill?
3. Who expanded successfully into Palm oil plantations ( with 12% margins in such bad Palm oil market environment?)
4. Who owns boilermech?
5. Who has consistently grown dividends, revenue and market share tremendously?

In 10 years from now, who will have the bigger revenue and earnings?

If you bought LHI at IPO I would laughed. Poultry market drop earnings drop 40%

QL shareholders sleep well at night. Poultry drop still got marine, marine drop still got palm oil. Palm oil drop still got family mart.

Every year amateurs talk as if they know how ql business works, thank God you don't own any. I get to top up every quarter.

I have been a shareholder since 2009. Holding until today. Laughing to the bank where my dividends every year more than my entire investment of 2009.
25/08/2019 10:01 AM
Philip Greta Calvin tan record, he only tell to buy, but never tell to sell, his kps record speaks for itself. After kps destroys it's business, it becomes worth less than its value. How to sleep well at night when management is not shareholder, and because they are not shareholder they don't think with future in mind. Kps now with 75 cents. Thanks Calvin tan for recommending at 32 cents dividend, rm1.55 . After get dividend, drop like a rock.

Chun chun performance my ass.

https://klse.i3investor.com/servlets/pfs/123029.jsp

>>>>>>>>>

SEE HOW CALVIN CHUN CHUN FORECAST KPS CASH PAYOUT AFTER KPS RECEIVED COMPENSATION FOR WATER ASSETS

ONLY AFTER CASH PAYOUT 32.60 SEN ANNOUNCED PEOPLE PANIC BUY KPS OVER RM1.69 TO THEIR DETRIMENT
25/08/2019 10:22 AM
Philip Greta LHI IPO at rm1.10. now today drop to 0.74, with downwards earnings guidance.

LHI why valuation so low? It is a second time IPO taken private before. Before privatisation how much was the market cap? How much premium did they ask at relisting?

Once bitten twice shy they say.

If management still the same, business still the same, performance also the same. Why would you expect outperformance?

QL has been outperformance for 20 years. Can we expect good management to continue? Definitely.
25/08/2019 10:33 AM
shpg22 OK agreed, QL has advantage compare to LHI. Surely has some premium over its price. Lets say 30-50% premium. Not 500% premium, that's absurd regardless of what fairy tale story it may bring.
25/08/2019 10:47 AM
Philip Greta Shpg22
>>>>>

This is the quality of your predictions.

Stock: [YINSON]: YINSON HOLDINGS BHD

Jun 26, 2019 8:08 PM | Report Abuse

The END is near

Right before Brazil confirmed 2 FPSO contracts to YINSON with billions of USD.

>>>>>>>

Stock: [SCIENTX]: SCIENTEX BHD

Jun 26, 2019 4:33 PM | Report Abuse

Maintained STRONG BUY at fair price of 10.00. The next MAHSING spotted.

>>>>>>>

Stay in school kids.
25/08/2019 11:01 AM
stockraider IF LIKE FPSO BETTER BUY ARMADA, NO NEED TO WASTE TIME WITH OVERVALUE YINSON MAH....!!

GO GO GO ARMADA MAH.....!!

Posted by (HK1997 again) Philip > Aug 25, 2019 11:01 AM | Report Abuse

Shpg22
>>>>>

This is the quality of your predictions.

Stock: [YINSON]: YINSON HOLDINGS BHD

Jun 26, 2019 8:08 PM | Report Abuse

The END is near

Right before Brazil confirmed 2 FPSO contracts to YINSON with billions of USD.

>>>>>>>

Stock: [SCIENTX]: SCIENTEX BHD

Jun 26, 2019 4:33 PM | Report Abuse

Maintained STRONG BUY at fair price of 10.00. The next MAHSING spotted.

>>>>>>>

Stay in school kids.
25/08/2019 2:45 PM
shpg22 Haha...got time to search back my posting, very good. I had predicted more than 100 stock. Why just quote 2 ?? Is it because the rest are spot on ?? Jun until Aug is 2 months only la, target price valid for 12 month. I m not soothsayer you know.
26/08/2019 10:10 AM
Rwkl More than 100 predicted stocks and you got 2 bad calls.
Not bad but still have room for improvment
26/08/2019 4:10 PM
Sslee Dear Philip,
Is QL Q1 result on target/good? FamilyMart parks under ILF contributed to top line but not the bottom line.

Segment information in respect of the Group's business segments for the 1st quarter ended 30.6.2019 RM'000 RM'000
Sales: PBT
Marine products manufacturing 282,712: 47,026
Palm Oil Activities 68,593: 1,041
Integrated Livestock Farming 641,908: 14,094
Total 993,213: 62,161
a. MPM's current quarter sales and earnings increased 30% and 52% respectively mainly due to higher contribution from fishmeal and surimi-based products.
b. Despite CPO price dropping 17% (RM1,964 current qtr vs RM2,364 corresponding qtr) , POA's current quarter sales only decreased 5% against corresponding quarter mainly due
selling of month end stocks.POA's current quarter earnings also decreased significantly against corresponding quarter due lower CPO price.
c. ILF's current quarter sales increased 22% against corresponding quarter mainly due to higher sales contribution from Indonesia, East Malaysia poultry units as well as FamilyMart business.
Earnings however decreased 19% due to lower margins from feed raw material trade as well as lower contribution from regional poultry operations.

Thank you
29/08/2019 8:59 AM
Philip Greta a billion in revenue this year , 50 million in earnings this quarter, good growth despite the drop in margins. Is the palm oil price drop a temporary or sign or permanence? In my opinion it is temporary due to Western view of Palm oil as a resource. This will recover in due course and prices will definitely go up to 2.5k - 2.8k sooner or later as ql builds more market share. Surimi growth of 30% and 50% is definitely expected to grow even further in next few years and especially far profits expected during the Tokyo Olympics. As for ilf growth, contrast that with earnings forecast from LHI and other poultry suppliers.

The thing about being the lowest cost producer: you can grow market share, bring costs lower and monopolize market while your competitors have to fight at your price level, making big losses or losing market share.

You start to notice what a wonderful company QL is when all its major competitors

Teoseng ( qoq drop 76%)
Leong hup ( drop 76%)
Layhong ( drop 67%)

Are doing badly, and QL is still growing and growing and growing.

It is like that 11,000 hectare Palm oil plantations with 3 mills setting the market price while the smallholder with 200 hectares and doesn't have is own mill having to sell their produce at a much lower rate to the big bully.

I don't see the circumstances changes for the next 10 years.

Results on target? Definitely.

Growth triggers still in play? Of course.

Family mart is like 7-11 a huge volume game that increases profitability the bigger the coverage. With a huge coverage it will be hard to crack. This kind of monopolistic criteria takes time to build up, but when it does, it can mint money for your grand children.
03/09/2019 2:13 PM
calvintaneng Posted by calvintaneng > Sep 5, 2019 12:12 AM | Report Abuse X

Posted by (HK1997 again) Philip > Sep 5, 2019 12:06 AM | Report Abuse

Pchem collapsing? Don't make me laugh. 50 billion dollar company with 4.3 billion in revenue and 1.1 billion in profit AFTER TAX and a horde of cash behind it.

I am just enjoying collecting my 11 +18 cents dividend since February when I started buying at 8.15 collecting my 11 +18 cents dividend

SO?

COST OF PURCHASE Rm8.15

Less 29 sen dividend = Rm7.86

Price now Rm6.83

SO REAL LOST OF Rm1.03 PER SHARE

IS THIS PHILIP IN HIS RIGHT MIND?

YOU BETTER DON'T LEAD SORCHAI TO HOLLAND HOR!
05/09/2019 12:14 AM
Philip Greta Posted by (HK1997 again) Philip > Sep 4, 2019 9:15 PM | Report Abuse X

https://klse.i3investor.com/servlets/pfs/123029.jsp

Your track record.

Calvin tan eng Yee angry I am posting and meeting track of his portfolio.

Calvin you are free to take a look at my portfolio at any time.

I'm sorry you didn't get to buy and hold QL for many many years and enjoy excellent growing dividend and profits.
05/09/2019 9:47 AM
tealeaf QL launch this apps Family Mart.... it's really getting popular boosting more sales by giving discount and voucher for the stuff in FM
05/09/2019 1:09 PM
calvintaneng 553871575098935 Posted by 3iii > Sep 6, 2019 12:57 PM | Report Abuse

Buy below 58.31 sen. At 0.785 sen, SELL.

But, this is a gruesome company, better avoided at any price!

________

The problem is when it was at 58c (or even went down to as low as 55c) you didn't buy it. When it reached 80c you came here talking like an expert...get a life pls.
06/09/2019 2:07 PM



TAKE A CLOSER LOOK AT THE WORDS OF FORKED TONGUED 3iii


((((Buy below 58.31 sen. At 0.785 sen, SELL.)))

HE SAID BUY BELOW 58.31 SEN

SO HE SAID IF UZMA ACCORDING TO HIM CAN BUY BELOW 58.31 SEN?

THEN HE SAID THESE WORDS

(((But, this is a gruesome company, better avoided at any price!))))


SO HE SAID BUY BELOW 58.31 SEN AND NEXT HE SAID "BETTER AVOIDED AT ANY PRICE"


FROM HERE WE CAN DEDUCT THE WORDS OF A DECEITFUL FORKED TONGUED SNAKE!!

YESSS!!


BETTER AVOID THIS 3iii FORKED - DOUBLED TONGUE PARIAH!!
06/09/2019 5:08 PM
06/09/2019 5:14 PM
James Ng https://klse.i3investor.com/blogs/general/223986.jsp
[转贴] [Facebok live video:浅谈QL Resources bhd (QL)] - James的股票投资James Share Investing
09/09/2019 9:16 PM
enigmatic [Breaker of Speculative Investing] A matter of time before breaching the RM7 mark & bidding goodbye to the RM6 tag
19/09/2019 10:40 AM
calvintaneng I SEE HORRIBLE PILING UP OF INVENTORIES BY ANOTHER 36 MILLIONS UNSOLD FOOD

THIS IS THE RESULT OF BEING OVERPRICED IN ITS PRODUCT RANGE
NOW QL (QUICKLY LOCK UP) GOT UNSOLD SEAFOOD PILING UP BY ANOTHER RM36 MILLIONS IN REFRIGERATED WAREHOUSES COLDROOMS

THIS IS VERY BAD ON 2 COUNTS

1) MILK IN COLD STORAGE COST WILL GO UP AS OIL PRICE COST REVISED UPWARD
SO HAVE TO PAY MORE FOR BOTH STORAGE AND ELECTRICITY

2) SEAFOOD IS A PERISHABLE COMMODITY AND IT WILL GO BAD AFTER A CERTAIN DATELINE AND HAS TO BE DISCARDED WITH LOSSES

SINCE THE FUNDAMENTAL OF THIS QL WITHOUT ANY DEFENSIVE MODE BETTER SELL AND BUY OTHERS

WHAT TO BUY AFTER SELLING QL?

ANSWER:

DIGITAL STOCKS LIKE OPCOM, REDTONE OR NETX
09/10/2019 3:49 PM
enigmatic [Breaker of Speculative Investing] I will let the next quarter results speak for themselves.
18/10/2019 11:39 PM


 

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