Posted by beluga > 2022-05-12 11:57 | Report Abuse

Compared to ajinomoto which has about same revenue category, 3A is definitely trading at much cheaper valuation in many metrics (P/E, P/BV etc) .
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=2658
since the market does not value 3A, i think the major shareholders should privatised the company or even Wilmar can just offer wholly.

Posted by All_in_2021 > 2022-05-12 12:39 | Report Abuse

Even cheaper today

Posted by treasurehunt > 2022-05-12 23:01 | Report Abuse

Ah Hock has abandoned stablizing the price.
Ah Hock wait for 80 cents?

Posted by hzmn91 > 2022-05-13 10:39 | Report Abuse

Looking at the current bearish outlook of the world market, it is very risky

Posted by IamValueInvestor > 2022-05-20 18:30 | Report Abuse

Q1 results is above my expectation. Good job 3A!

Posted by hzmn91 > 2022-05-23 10:23 | Report Abuse

Good reaction coming from the market after the QR came out

Posted by treasurehunt > 2022-05-24 19:51 | Report Abuse

One day show only. Offer cheaper tickets for new comers to join the club la.

Posted by All_in_2021 > 2022-05-27 21:33 | Report Abuse

still got fate with the share?

Posted by treasurehunt > 2022-05-30 14:54 | Report Abuse

Offer more cheaper tickets a bit. 80 cents is good enough.

Posted by beluga > 2022-05-31 18:05 | Report Abuse

i think the market wants to see the company distribute its higher profits...reward its shareholders with dividend. else it's just another value trap companies. i'm still wondering why is Ah Hock in/out little bit. Just make general offer la.

Posted by All_in_2021 > 2022-05-31 18:34 | Report Abuse

as the company is still expanding and outlook is still uncertain, don't think there will be generous dividend this year

Posted by beluga > 2022-06-09 10:09 | Report Abuse

F&N buying Cocoaland, Wilmar should buy 3A..

Posted by beluga > 2022-08-18 18:09 | Report Abuse

"The revenue of the Group for the current quarter of RM165.167 million was 25.9% higher than RM131.235 million recorded in the corresponding quarter in the preceding year and was mainly due to higher average selling prices and higher quantities of products sold. However, the Group's profit before tax decreased by 15.8% to RM14.363 million from RM17.054 million and was mainly a result of higher main raw materials costs in the current quarter under review" POSITIVE : growth is strong... revenue increasing every year. NEGATIVE : costs gone higher (inflation) affecting its profit margin. Any investors that like the growth narrative should invest in this company.

Posted by treasurehunt > 2022-09-07 19:36 | Report Abuse

The market conditions is favourable to the company as raw material price reduction plus depreciation of RM against USD. No more 80 cents.

Posted by hzmn91 > 2022-09-08 14:32 | Report Abuse

it has been a while... this counter start to become more active

Posted by All_in_2021 > 2022-09-30 19:34 | Report Abuse

Prudential..new significant shareholder? someone is seeing prospect on this share

Posted by IamValueInvestor > 2022-11-05 08:31 | Report Abuse

I expect a dividend of 3 cents! Finger crossed!

Posted by scchin58 > 2022-11-16 09:56 | Report Abuse

Targeted to achieve a revenue of 700m for 2022.Hopefully by 2025the annual revenue may reached 1 billion ringgit.

Posted by icedvestor > 2022-11-25 09:27 | Report Abuse

Interim dividend at RM 0.0250. Could have been better... but can't complain. Thanks 3A

Posted by scchin58 > 2022-11-25 10:11 | Report Abuse

Lowest net margin at 4.62%. Still unable to pass on the increase in cost.

Posted by weiyetan1 > 2022-11-30 09:55 | Report Abuse

https://whytoocare-y2k.blogspot.com/2022/11/sep-2022part-2.html

Posted by IamValueInvestor > 2022-12-09 13:25 | Report Abuse

Teo is back

Posted by icedvestor > 2022-12-09 13:49 | Report Abuse

Who is Teo

Posted by IamValueInvestor > 2022-12-10 08:43 | Report Abuse

Teo Kwee Hock, one of the substantial shareholder.

Posted by beluga > 2022-12-14 13:38 | Report Abuse

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=2658
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=0012

Compare this two food ingredients manufacturing companies side by side... 3A is relatively much undervalue than AJI. I invested in 3A for their stable growth.

Posted by novice2020 > 2022-12-14 16:57 | Report Abuse

Agree. It is a good counter which is undervalue. It will eventually reflect its real worth. Be patient.

Posted by All_in_2021 > 2022-12-18 10:11 | Report Abuse

Any news on the expansion? is it completed?

Posted by skc761103 > 2 months ago | Report Abuse

This counter is consider as aging company controlled by those management age above 70 years old.We May get some sweet from the penny dividend but don’t hope for anything excited from share price hike.Daily volume already fully controlled by banker and manipulated in such bore range of price.Without Teo Kwee Hock trade, price fluctuation even worst

Posted by Rambutan9 > 2 months ago | Report Abuse

I remember one of their directors was investigated for insider trading many years ago.What is the outcome?Can anyone share the info.

Posted by skc761103 > 2 months ago | Report Abuse

@rambutan9,Name of the director?if true then no wonder this counter lack of volume...

Posted by flatso > 1 month ago | Report Abuse

Your turn to drop?

Posted by skc761103 > 1 month ago | Report Abuse

This counter fully controlled n manipulate by banker.they wish not the share price to go up...

Posted by skc761103 > 1 month ago | Report Abuse

Useless counter,better change to others high dividend n high growth stock.....even public investment also ceased coverage on this counter.HOPELESS

Posted by scchin58 > 1 month ago | Report Abuse

Revenue anticipated to hit 185m.

Posted by skc761103 > 1 month ago | Report Abuse

if profit of the company can not stay align ,this counter consider hopeless too.Is just another value trap stock

Posted by IamValueInvestor > 1 month ago | Report Abuse

oh no, the results for Q4 2022 were so bad

Posted by skc761103 > 1 month ago | Report Abuse

Those investor should question 3A lousy management in coming AGM on why energy cost spike up compare to last three quarters. Poor management only a disaster to share holder n company

Posted by skc761103 > 1 month ago | Report Abuse

Besides, land expansion with higher cost incurred but history low profit for past 4 years shows that management doesn’t bother about shareholders return and doesn’t come out any plan to improve the effectiveness and efficiency of the overall company performance .

Posted by Rambutan9 > 1 month ago | Report Abuse

Directors who are old and don't contribute to the growth of the company have to be replaced.The board should consider engaging professional managers to bring the company to new height.Investors can not year in year getting the same meager dividends.

Posted by Rambutan9 > 1 month ago | Report Abuse

SKC,you have raised many good points, hope the management can understand.

Posted by skc761103 > 1 month ago | Report Abuse

Management is very stubborn and ego,this can see they even don’t bother to entertain the analysis of investment bank until team cease coverage on this stock.

Posted by flatso > 1 month ago | Report Abuse

After a good trap of small fish and a spectacular QR, As expected.

Posted by IamValueInvestor > 1 month ago | Report Abuse

Agreed with Rambutan9 & SKC. I have attended the AGM few times and have always been disappointed with their answers to shareholders.

Posted by Rambutan9 > 1 month ago | Report Abuse

IamValueinvestor,if you are going for the next AGM, prepare a few critical questions and see that they answer with facts .

Posted by All_in_2021 > 1 month ago | Report Abuse

Had been hearing expansion for some time..still the same explanation

Posted by skc761103 > 1 month ago | Report Abuse

If we go in details on its qtr report,you will realize that almost every quarterly report prospect is “copy and paste” from previous report. really speechless

Posted by Rambutan9 > 1 month ago | Report Abuse

A blessings we have hawk eyed SKC to expose the "copy and paste" report.Hope the management to buck up and don't treat the investors as fools.

Posted by skc761103 > 1 month ago | Report Abuse

Nothing to be proud of as I am also one of the victim buying in this share since year2019 hoping that it will be another gem like AJI but the qtr result keep slapping both of my face. Have to let go and move on to continue seek for another value growth stock compare to this 3A

Posted by skc761103 > 1 month ago | Report Abuse

Life is full of hope and disappointment, important is must admit I m not study deep enough.CHEER UP Guys

Posted by IamValueInvestor > 4 weeks ago | Report Abuse

The management does not like to share more information (even at AGM!).