Posted by 3iii > 2019-01-19 12:20 | Report Abuse

Can someone do a comparative study of these 4 growing companies in Bursa:

Nestle
QL
Topglove
Hartalega

This study should be both educational and fun, and may even be rewarding too.

Posted by stockraider > 2019-01-19 12:27 | Report Abuse

These stocks are old hags & their success are already price in lah....!!

Just look for future growth stock, don waste time always looking at the rear mirror, telling us how good, how good loh ??

If u want to look at the rear mirror maybe can engage a Phd student to do an academic study mah...!!


Posted by 3iii > Jan 19, 2019 12:20 PM | Report Abuse

Can someone do a comparative study of these 4 growing companies in Bursa:

Nestle
QL
Topglove
Hartalega

This study should be both educational and fun, and may even be rewarding too.

Posted by Haw Liao > 2019-01-19 12:32 | Report Abuse

nestle not many can invest lah...over priced just like gold

QL everyday u eat chicken and egg and seafood won't make the share price go higher

glove stocks danger stock...wait for clear rebound

stock market is about perception, price and value can be made up by market makers

Posted by Haw Liao > 2019-01-19 12:37 | Report Abuse

just before glove stock crashed, they say dividend defensive stock lol then they say overvalued crash until mother father no eyes see...

controlled by market makers

Posted by Haw Liao > 2019-01-19 12:44 | Report Abuse

when u talk like professor in stock market, u are falling prey to the stock operators...

because they can read your next move...

learn to be the hunter, not the hunted

Posted by 3iii > 2019-01-19 12:50 |

Post removed.Why?

Posted by 3iii > 2019-01-19 13:04 | Report Abuse

Segmental businesses of QL

4 segments:

MPM (Marine Products Manufacturing)
ILF (Integrated Livestock Farming)
POA (Palm Oil Activities)
Family Mart (New)


2018 Annual Report
(m)

MPM
Rev 905
Profit 124.1
Assets 1076.6
Liabilities 258.3
Equity 818.3
Finance cost (6)

ILF
Reve 1971
Profit 103
Assets 1762.5
Liabilities 1017.7
Equity 744.8
Finance cost (36.7)

POA
Rev 387
Profit 27.9
Assets 486.9
Liabilities 159
Equity 327.9
Finance cost (6)



Revenues by countries

Malaysia 2601 (2018) 2446 (2017)
Indonesia 560.4 (2018) 471 (2017)
Vietnam 93.6 (2018) 90.5 (2017)
Others (China & Singapore) 7.7 (2018) 4.9 (2017)

Posted by lazycat > 2019-01-19 13:06 | Report Abuse

pos used to trade above PE 50
gdex above PE 100

look at this 2 stocks price now

Posted by 3iii > 2019-01-19 13:27 | Report Abuse

The shareholdings distribution of QL is interesting:

less than 100 (0%)
274

101 to 1000 (0.03%)
843

1001 to 10,000 (0.82%)
2882

10,001 to 100,000 (4.09%)
2093

100,001 to 5% (41.39%)
604

5%+ (53.67%)
2


Total no of shareholders: 6698



The number of shareholders with 100,001 + shares in QL is
606 (collectively own 95.06%)


Breakdown
2 own 53.67%
28 own 21.07%
576 own 20.32%

6092 own 4.94%

Posted by 3iii > 2019-01-19 13:34 | Report Abuse

Therefore, 9.1% of shareholders own 95.06% of QL.

This is not unexpected. It is well known that 1% of the population owns 50% of the wealth, the next 9% of the population owns the next 40%. The majority (90%) owns less than 10% of the wealth.

Posted by 3iii > 2019-01-19 13:43 | Report Abuse

At price of 6.87 per share, QL has a market cap of 11.146 billion.

Net earnings in 2018 was 215.7 m
Net CFO was 298.6 m
Capex was 339 m
Increase in debt was 169 m
Dividend 90.5 m


It is a good company, not a great company (by my definition).
It is also trading at a high valuation.

For these reasons, I shall not be buying this stock today. It will be in my radar screen though. I will spend a bit more time to understand its new business, Family Mart.

Posted by 3iii > 2019-01-19 13:47 | Report Abuse

I group Nestle, DLady and perhaps, Harta in a group of their own (great companies).

I will put QL and Topglove in the same group (good companies).


http://myinvestingnotes.blogspot.com/2010/03/the-three-gs-of-buffett-great-good-and.html

Posted by Haw Liao > 2019-01-19 14:02 | Report Abuse

family mart too many competition from mushrooming cheaper convenience store...

the convenience store concept only works well in high income country because selling overpriced items...

implementation at the wrong timing

Posted by 3iii > 2019-01-19 15:05 |

Post removed.Why?

Posted by 3iii > 2019-01-19 15:06 |

Post removed.Why?

Posted by 3iii > 2019-01-19 15:07 | Report Abuse

>>>>Haw Liao when u talk like professor in stock market, u are falling prey to the stock operators...

because they can read your next move...

learn to be the hunter, not the hunted
19/01/2019 12:44<<<<


These operators do not fancy the stocks I like.

Posted by stockraider > 2019-01-19 15:08 |

Post removed.Why?

Posted by Sslee > 2019-01-19 19:06 | Report Abuse

Dear all,
My response to Mr. Philip: THE PERCEPTION OF P/E
Definition of High PE or growth trap: Growth, again, has little meaning without any reference to the future return of the business. Growth is only good if it is above the cost of capital.
https://klse.i3investor.com/blogs/Sslee_blog/190733.jsp

Thank you