13 people like this.

69 comment(s). Last comment by VenFx 2018-08-19 00:03

musangfoxking

3,548 posts

Posted by musangfoxking > 2017-03-27 19:49 | Report Abuse

1047 days to maturity!Quik Quik buy warrant!!!

mamatede

3,950 posts

Posted by mamatede > 2017-03-27 19:52 | Report Abuse

Talking with facts rather that assumptions, i suka sifu WealthWizard

Posted by 明天会更好 > 2017-03-27 19:54 | Report Abuse

今天读星洲投资致富里头有关CAB的报道,感觉就像看新闻罢了。WealthWizard写的这篇文章的深度和广度更出色。期待接下来的文章。

Ramada

655 posts

Posted by Ramada > 2017-03-27 19:56 | Report Abuse

Buy warrants better, seriously.

Star8888

350 posts

Posted by Star8888 > 2017-03-27 20:51 | Report Abuse

Agree, buy warrant better

Star8888

350 posts

Posted by Star8888 > 2017-03-27 20:52 | Report Abuse

Big like to WealthWizard Sifu. Salute.

IamGoogle

836 posts

Posted by IamGoogle > 2017-03-27 21:50 | Report Abuse

In the article & on No.5. CAB & other competitors, CAB has outpaced others in terms of revenue & improvement in profit margin

IamGoogle

836 posts

Posted by IamGoogle > 2017-03-27 21:51 | Report Abuse

The stock to sales ratio is just unbelivably low, it means the operations are running very efficient & effective.

IamGoogle

836 posts

Posted by IamGoogle > 2017-03-27 21:52 | Report Abuse

Debts collection is also very good, it's only about 1.3 months period, it means the company has done very well in credit control.

IamGoogle

836 posts

Posted by IamGoogle > 2017-03-27 21:54 | Report Abuse

ROE is also improving & the latest 4Q was about 15%

IamGoogle

836 posts

Posted by IamGoogle > 2017-03-27 21:55 | Report Abuse

Assets & loans increased but ROE improved, I agreed to statement by WealthWizard:

"every ringgit reinvested brought greater return over time"

IamGoogle

836 posts

Posted by IamGoogle > 2017-03-27 21:59 | Report Abuse

I am curious on the stagnant production growth for the past few years.

The management has said that acquisition of poultry farms from Farm's Best will give increase 30% production for CAB, it is very interesting.

moneySIFU

5,845 posts

Posted by moneySIFU > 2017-03-27 22:05 | Report Abuse

Good observation & reading, IamGoogle.

moneySIFU

5,845 posts

Posted by moneySIFU > 2017-03-27 22:07 | Report Abuse

Defensive & yet good potential, thumbs up to WealthWizard!

-----------------------------
WealthWizard
I hope to share a company that is defensive in nature (basic food business) & yet possess potential & capacity to grow.
27/03/2017 19:31

stockmanmy

6,977 posts

Posted by stockmanmy > 2017-03-27 22:08 | Report Abuse

the wealth guy started a run on steel counters last year.

the same wealth guy to start a run on poultry farms by his efforts ?

Posted by 张天师买股票 > 2017-03-27 22:09 | Report Abuse

好文章,赞!!!

Posted by 张天师买股票 > 2017-03-27 22:12 | Report Abuse

以事实说话,买跟不买,自己决定。

几时卖,几时买,我自己决定,与人无忧。

全部事实摆在眼前,自己做功课,自己跟进,我自己负责。

Posted by 张天师买股票 > 2017-03-27 22:15 | Report Abuse

早上太阳猛烈,有人说是晒衣服好日子。

如果中午天开始黑了,难道自己眼睛看不到吗?自己不把衣服收起来,反而去怪哉别人?

Posted by 张天师买股票 > 2017-03-27 22:19 | Report Abuse

我不需要谣言,也不需要似是而非和歪瓜裂枣式的投资论调, 我需要更多的事实和资讯来源来做投资决定,就是这么简单!

Stock Kingdom

1,005 posts

Posted by Stock Kingdom > 2017-03-27 22:23 | Report Abuse

Finally part 2, thank you, wealthwizard sifu! Look forward to read part 3.

SuperMan 99

1,178 posts

Posted by SuperMan 99 > 2017-03-27 22:27 | Report Abuse

Very informative article, well done again, WealthWizard.

SeeSky

107 posts

Posted by SeeSky > 2017-03-27 22:31 | Report Abuse

WealthWizard, what is the impact of bird flu (H5N1) epidemic to CAB if it cannot be contained within Kelantan?

Posted by Insider News > 2017-03-27 22:32 | Report Abuse

Good article

VenFx

14,784 posts

Posted by VenFx > 2017-03-27 22:36 | Report Abuse

SeeSky, CAB's farming 擦用 封闭式 的 操作规程。
Poultry 进入了一个 弱淘强存 的分界了。

SeeSky

107 posts

Posted by SeeSky > 2017-03-27 22:50 | Report Abuse

VenFx, thanks for your response but my question is more toward what is the impact to consumer confidence to eat poultry if H5N1 become big issue. Does it impact the revenue/profit of CAB?

VenFx

14,784 posts

Posted by VenFx > 2017-03-27 22:55 | Report Abuse

那就 随意而安 吧
管理好 风险 就行了

Posted by Equityengineer > 2017-03-27 22:56 | Report Abuse

Chicken Feed is the highest in the broiler. Hopefully higher chicken prices and and higher demand already can cover this expenses.

Posted by myinvesting > 2017-03-28 00:16 | Report Abuse

Well written!

supersaiyan3

3,125 posts

Posted by supersaiyan3 > 2017-03-28 05:17 | Report Abuse

No mood to read yet, but well written, keep it up.

Feed prices has been increasing in the last few months. But it doesn't matter.

In Abdullah's time, farmers were given subsidy to prevent price hike. Najib cancelled it (along with every other subsidies and charge everyone 6% instead, how sad). Now farmers are charged with 6% extra for feed. Most smaller farmers are dead. Plus Thailand has problems (no water, no raw material) these few years (and getting severe), so less/no smuggling.

Anyway, we are seeing consolidation in the chicken market is done, and it is a producer's market now.

Those who spotted CAB are really champions, congratulations! You read the market with numbers. Geng!

見微知著!

celionneoh

104 posts

Posted by celionneoh > 2017-03-28 08:25 | Report Abuse

Rome doesn't built overnight! The new emerging of CAB had taken place since the past several years.

Aiming for.....new historical upside !

tecpower

3,536 posts

Posted by tecpower > 2017-03-28 18:48 | Report Abuse

Lay Hong is good as well.

Posted by GoldenEggs > 2017-03-29 09:27 | Report Abuse

ambitious management,expect company to continue grow the company into a giant

Posted by GoldenEggs > 2017-03-29 09:28 | Report Abuse

For a growth stock, CAB-wa is too cheap, -ve premium with acceptable gearing

kanter

344 posts

Posted by kanter > 2017-03-29 11:06 | Report Abuse

This is a fortune builder deserve for long term collection.

joe79

260 posts

Posted by joe79 > 2017-03-29 16:41 | Report Abuse

to add more spices...

the company was in progres to build new farm at jalan kubang ulu, seberang perai.

moneySIFU

5,845 posts

Posted by moneySIFU > 2017-03-29 22:34 | Report Abuse

Thanks, Joe79, the company has registered increase in assets in last 2 quarters, guess they are expanding internally, but no details can be found in the news or quarterly reports.

probability

14,402 posts

Posted by probability > 2017-03-29 22:53 | Report Abuse

CAB seems consolidated...ready to move forward further.

Posted by 明天会更好 > 2017-03-30 10:38 | Report Abuse

期待第三章 :)

Posted by 张天师买股票 > 2017-03-30 14:48 | Report Abuse

跟对人做对是事情,财富巫师的选股一流,谢谢,感恩!

joe79

260 posts

Posted by joe79 > 2017-03-30 15:26 | Report Abuse

moneysifu, confirmed they are expanding. they had submitted application for a new electrical substation for a new farm at seberang perai.

Posted by 明天会更好 > 2017-03-30 15:27 | Report Abuse

谢谢joe79

KCLiew

152 posts

Posted by KCLiew > 2017-03-30 15:43 | Report Abuse

Value information

moneySIFU

5,845 posts

Posted by moneySIFU > 2017-03-30 17:31 | Report Abuse

Thanks, joe79

Hao1983

17 posts

Posted by Hao1983 > 2017-03-31 11:36 | Report Abuse

Hi all, I am a beginner here. Wondering if i could still buy at current price? And will the price still shoot up when the author part 3 coming out? Thanks

Stock Kingdom

1,005 posts

Posted by Stock Kingdom > 2017-03-31 11:38 | Report Abuse

No one can guarantee that, Hao1983, may be you can read all previous articles from WealthWizard & stocks' prices to judge

IamGoogle

836 posts

Posted by IamGoogle > 2017-03-31 13:25 | Report Abuse

Good comment

Posted by 张天师买股票 > Mar 23, 2017 07:30 AM | Report Abuse
CAB雄踞北方,之所以要买FARM BEST就是看中他们在南方的市场强大占有率,买下FARM BEST能让CAB在全马各地都有肉鸡生产地,就算吉兰丹有传禽流感,也不会影响其他的鸡场。

CAB也逐步建立关闭式的养鸡场来应对。

Posted by 明天会更好 > 2017-03-31 13:45 | Report Abuse

棒!

tealeaf

196 posts

Posted by tealeaf > 2017-04-02 21:12 | Report Abuse

very informative...thanks for the effort

VenFx

14,784 posts

Posted by VenFx > 2018-08-19 00:03 | Report Abuse

Being too long not seeing WealthWizard .
Miss his sector analytical sharing.

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