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  ramada RM0.50 to RM0.60 is a value buy, now not the right time yet. https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=7107 29/11/2018 8:48 PM  mawiLegend produk makananan sdh byk liao..run la..wat pa ini stock..buy tech stock laaa 04/02/2019 4:17 PM Up_down OFI may trade much higher if reporting EPS more than 1 cents in upcoming QR. 14/05/2019 1:51 PM Up_down Abangadik. Good to see you that have joined the boat. Hope its growth momentum remains after going through a series of obstacles over the past 2 years. 15/05/2019 10:22 PM  Armada An Quantum Leap Stock In 2019/2020 Up_down & abangadik bro, Nice to see you both here... Looks like OFI has attracted your attention ! Hooyah ! 15/05/2019 11:31 PM Up_down VenFx sifu, OFI stays in my watchlist for few years. They have spent much money in expansion projects but yet to yield positive returns. I have been waiting it to start turning around...This time, it seems like real after delivering a better QR in last quarter. 16/05/2019 9:21 AM abangadik Ven kor, Itu telur sudah kenyang kah? Up_down is my sifu. I only follow him buy but only when nobody want to buyla. now is too noisy liao hehehe.. I usually don’t add. 16/05/2019 9:44 AM abangadik As long as my wife continue to buy OFI’s snack as conform food. I will keep lor. 16/05/2019 9:46 AM Armada An Quantum Leap Stock In 2019/2020 Good morning Bros hengtai & Up sifu, My egg now need more light to hatching...hihi OFI, i see its now at much stronger foothold and offer good value. 16/05/2019 9:58 AM Up_down Abangadik. Good supporter for OFI snack. Is there any increase in selling prices? No offer price for Slide potatoes chips at my side here as they used to be last year. 16/05/2019 10:10 AM abangadik the selling price didnt increase a lot hence I dont think too much differences for OFI as most of the time the price increase went to the retailer. You should know margin for producer, distributor 16/05/2019 11:13 AM Up_down There is sudden increase in GPM by 5% until 21.6% in Qtr 31 Dec 18 even though turnover hitting new high level. They used to fetch a low GP of 16% back to 1st 2nd Qtr. The company simply said it was due to 'higher gross margin' without giving any further detail. It could be due to combination of increasing selling prices, launching of higher margin new products and reduction in material costs (absent of start-up costs). Gross Profit margin (GPM) - 31 Jan 2019 - ??? - 31 Dec 2018 - 21.6% - 30 Sep 2018 - 16.4% - 30 Jun 2018 - 16.6% 16/05/2019 12:19 PM abangadik absent of start-up cost. I thought I read something along the line of export sales. I remember seeing their products in Family Mart, Qingdao China last year. Seems very popular. 16/05/2019 11:12 PM abangadik I am more of a product person. Zess strategy is beautifully executed. I look forward to see what kind of numbers they will manage to make. Distribution and customer acquzition costs should be reasonable as a lot of resources can be shared between snacks and biscuits. 16/05/2019 11:20 PM Armada An Quantum Leap Stock In 2019/2020 Interestingly discussion from hengtai & up sifu... hihi 17/05/2019 10:23 AM Up_down Start-up costs was quite substantial for a new factory. OFI started put the new factory in use in 4th Qtr 2017 and it has eaten big portions of the profit. It even drag further until suffering losses in 1st Qtr 18. It’s now a history. New products launching seems started in 2nd Qtr 18 and yielding good response in 4th Qtr 18. 17/05/2019 1:34 PM bclim_83 1 of the most undervalued consumer companies with excellent track record since 1978. A few of its brands are market leaders not just in msia but also in some SEA countries like singapore, philipines..super rings has been around since i was a child and still doing pretty well today, and i believe in another 10-20 yrs...future growth will be from its biscuit segment. Another plus point about this company is the succession plan of the management as the 2nd generation taking charge now is quite young at 40++ and capable.. it is currently trading at pe of 13 compared to hupseng and pwroot with pe of 20 30/05/2019 6:48 PM Up_down Good QR. With the weakness trend of RM depreciating against US, gross margin is expected to improve further . 30/05/2019 8:33 PM abangadik Zess’s strategy is pretty much make a cheaper version of all the most popular biscuits out there. Most widely seen on billboard and pushing on the prime location in groceryshop would be the Oreo like version. Currently OFI is pushing the whole lineup of product in central penisular. This is what i gather and see on the ground so far. 26/06/2019 3:59 AM bclim_83 1 of the cheapest consumer stocks compared to pwroot, hupseng. Only PE of 12 compared to industry average of 18 to 25 23/07/2019 8:13 AM Armada An Quantum Leap Stock In 2019/2020 Oriental Food's Cheese ball snack , i just love it. With natural coloring (hope ofi keep it that way). Many Snack foods producers in Malaysia using less quality raw materials and too much additive; even big name potatoes snack producers has squeezed the sizes of the potatoes. Oriental's Snack Food (with natural coloring) Every bite and chewing are very comfortable to our tongue. Many snack producers, i dislike their snacks Because every bite it is burdening my tongue and stomach. 22/09/2019 10:51 AM Armada An Quantum Leap Stock In 2019/2020 I sense , every OFI snacks Shall bring full enjoyment to my tongue till the ladt chip. 22/09/2019 10:53 AM Keng Heong Lee http://www.investalks.com/forum/forum.php?mod=viewthread&tid=28884&extra=&page=358 12/11/2019 6:03 PM bclim_83 A good company with a few famous brands for the past 3 decades. 65% of its product are sold worldwide. It is not easy to compete with various famous brands but it manage to penetrate and gain a portion of snack market worldwide. That's its value. Remember when a foreign company bought munchy a year ago, they valued it at close to rm 800-900 million. OFI is smaller but should at least valued more than the current market value of merely rm 170 million 13/11/2019 8:02 AM  |
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