Posted by Booyeah > 2019-05-25 00:08 | Report Abuse

WHERE IS UNICORN?? good, u dream or what.. price will drop? u know how share market works?

Posted by cheoky > 2019-05-25 00:13 | Report Abuse

Forex risk had been reduced in term of usd borrowing amount and derivatives reference to q1 report. When u see all HOD in mflour is Chinese. You should feel this is like Robert Kuok sugar co.

Posted by cheoky > 2019-05-25 00:16 | Report Abuse

If they utilize rm loan in low interest environment to expand, improve SP of flour with higher volume. Why not wet dream a bit on its prospect. Follow CFO n chairman.

Posted by UnicornP > 2019-05-25 01:12 | Report Abuse

I suddenly realize from 2018 onwards the rupiah influence is weighted more than the ringgit influence for Mflour. The 2018 total loss is all because of Rupiah weakening.

Posted by UnicornP > 2019-05-25 01:16 | Report Abuse

You guys better watch out the Rupiah, it can do total damage to Mflour.

Posted by kmcheam > 2019-05-25 02:15 | Report Abuse

Wah, sounds so scary. You guys better don't buy in on Monday. Let me take the risks...haha!

Posted by Lioncity > 2019-05-25 08:04 | Report Abuse

Mflour resistance is at 75 sens, followed by 79 sens. It tried a few times couldn’t get through. It needs to pass convincingly first before we head on higher.

Posted by value88 > 2019-05-25 10:16 | Report Abuse

Not true. MFlour's stock price crossed 80sen per share in early April this year.

Posted by value88 > 2019-05-25 10:17 | Report Abuse

Hope it can again cross 80sen next week, before moving up further.
It is the trade war tension that pulling the upward momentum of MFlour's stock price.

Posted by value88 > 2019-05-25 10:18 | Report Abuse

In 2018 annual report, the management already claimed MFlour will see significant improvement in 2019 compared to 2018. The 1Q 2019 earnings result showed the management's claim is happening.

Posted by EatCoconutCanWin > 2019-05-25 10:39 | Report Abuse

good result.. should buy in more

Posted by dicky11 > 2019-05-25 12:03 | Report Abuse

Hold and easily back to rm2

Posted by Investhor > 2019-05-25 12:54 | Report Abuse

Checkout Bursamaster’s writeup on MFLOUR:

https://klse.i3investor.com/blogs/Bursa_Master/207828.jsp

Posted by Got Offfer From UBS Shanghai - Bye Bye > 2019-05-25 15:12 | Report Abuse

what kind of English is this... I could barely understand 讲华语啦，我们中国人吗。。。

Posted by Jeffreyteck > 2019-05-25 17:38 | Report Abuse

Too bad no dividends. Est 65-80.

Posted by Investar2862 > 2019-05-25 17:53 | Report Abuse

The company usually (consistently since 2013) declare Dividends during February & August quarterly results...Good?

Posted by UnicornP > 2019-05-25 22:25 | Report Abuse

Guys, April to mid-May live bird price average.
2017 - RM4.7
2018 - RM4.7
2019 - RM3.8

Posted by cheoky > 2019-05-25 23:11 | Report Abuse

Poker king, u are trying to convince yourself a sell on mflour or save all holder from holding mflour by focusing a single equation?

Posted by UnicornP > 2019-05-25 23:45 | Report Abuse

I see you guys are so bullish so I provide some critic so that you guys won't be too over the moon.

Posted by UnicornP > 2019-05-25 23:55 | Report Abuse

Aug QR gonna reflect low bird price + weakening of Rupiah + lower flour sales volume estimation.
Hopefully in June bird price will shoot up significantly + USD weakened. Then Mflour will be perfect.

Posted by Spice828 > 2019-05-26 16:05 | Report Abuse

Everyday see people queuing to buy chicken during Ramadan.

Posted by kkw84 > 2019-05-26 17:09 | Report Abuse

Mflour TA:
http://www.geraldkohstockcharts.com/2019/05/26/mflour-rm0-73-support/

Posted by Joyce8439 > 2019-05-27 07:02 | Report Abuse

Can buy today?

Posted by VenFx > 2019-05-27 09:30 | Report Abuse

No panic buy ?
Market really hard to predict nowadays.

Posted by kieferchong9 > 2019-05-27 10:02 | Report Abuse

Market so weak today

Posted by husky88 > 2019-05-27 10:29 | Report Abuse

Very boring also

Posted by birkincollector > 2019-05-27 10:32 | Report Abuse

may be because PE too high liao

Posted by Jumpman > 2019-05-27 12:09 | Report Abuse

no movement

Posted by ramada > 2019-05-27 12:11 | Report Abuse

I don't know why panic buy. PE still above 10.

Posted by SuperPanda > 2019-05-27 13:17 | Report Abuse

let me support a bit at 75c

Posted by nuTECH2018 > 2019-05-27 13:33 | Report Abuse

Maybe got smtg fishy about land selling

Posted by BURSAMASTER > 2019-05-27 15:15 | Report Abuse

https://klse.i3investor.com/servlets/ptres/50485.jsp

Posted by UnicornP > 2019-05-27 16:24 | Report Abuse

I think TWC not so smart.

Posted by zeroth > 2019-05-27 17:33 | Report Abuse

Market Monday blue

Posted by Lioncity > 2019-05-27 17:56 | Report Abuse

Not bad la closing +2%, market sentiment not good overall. Good stock will slowly get noticed.

Posted by 1528276466 > 2019-05-28 09:08 | Report Abuse

+watchlist

Posted by YAPSS > 2019-05-28 10:38 | Report Abuse

Hey! Today, R-Table will be covering Malayan Flour Mills Berhad by presenting 10 years financial results in a short, fun & interesting way. Click the link below to watch the video.

Link: https://youtu.be/J5EHm0l1tko
#YAPSS #RTable #MalayanFlourMillsBerhad #MakeInvestingFun

Posted by husky88 > 2019-05-30 12:55 | Report Abuse

Omg, baby

Posted by NicholasNWH90 > 2019-05-30 17:50 | Report Abuse

From 0.745 to 0.78. Such a big range.

Posted by Money122 > 2019-05-30 18:12 | Report Abuse

Soon will cross over 0.8?

Posted by LaksaBoy > 2019-05-30 21:14 | Report Abuse

this counter is testing your patience before it cross 0.8

Posted by Lioncity > 2019-05-30 23:27 | Report Abuse

Ya indeed

Posted by NicholasNWH90 > 2019-05-30 23:32 | Report Abuse

Good QR and good chart. Really can't do anything but to wait for the right time to come. Zzzz.

Posted by Steve Ooi > 2019-06-01 12:08 | Report Abuse

Flour
1.Grain trading loss making due to new competitor.(mainly attributable to compressed margins in the grains trading business-Extract from quarter)

2.Indonesia side out of RM 7 mil shared profit , RM 3 mil is from FOREX, but still we see some improvement with new CAPEX inject recently.

3.Vietnam side 2 plant:-

Plant 1; Carter for upper part of Vietnam(VIMA Flour mill), Vimaflour is market leader in upper part of Vietnam, only a few flour mill operate in upper part of Vietnam.

Plant 2; Carter for lower part of Vietnam(Mekong Flour mill), there are number 4 in term of market share after Interflour, Binh Dong Flour Mill Co and Vietnam Flour Mill.

Ya, wheat price is low but now RM depreciated and I don't see flour mill benefited from . I remember quarter report do mention higher selling price offset higher raw mat.


Poultry Integrate
Revenue derive from both live bird and food processing mainly is burger patty, nugget, chicken part and etc.
Live bird account for 55% and remaining is for chicken processing product.
Live bird-Around RM 110 mil(Price volatile based on consumer force)
Process Chick-Around RM 90 mil(Margin very lean for process product)

Quarter 1 operation profit of RM 1.8 mil which yet take in account for interest expenses. Total Interest Expense after right issue par down to RM7.3 mil, assume it 50:50. Poultry Integrate LBT is RM1.8 mil.
1. Live bird-The price in average for quarter 1 was around RM 5 and poultry still making losses, how about live bird price below RM4 for Apr&May? Live bird price on Friday is RM4.40, Ramadan fasting month but live bird price still stay below RM 5 my godness. In conclusion the more the DOC sold the huge the losses. Let's see in coming quarter.

2. Process product-I believe the process good is making money but very lean margin.


Overall, I stronger believe quarter 2 performance will not be good.
Below RM 5 mil, lets see.

Ooi

Posted by Lioncity > 2019-06-03 17:49 | Report Abuse

Ding ding dong dong at 72-75 sens

Posted by Ho Geng Kee > 2019-06-03 18:21 | Report Abuse

Hey Steve how do you check for the bird floating price?

Posted by tuapuikia > 2019-06-04 12:03 | Report Abuse

run!

Posted by nuTECH2018 > 2019-06-04 17:58 | Report Abuse

Ya, please run. I'm waiting for the chicken run

Posted by stainlyho37 > 2019-06-07 14:35 | Report Abuse

collect some ..a very safe stock at this level....

Posted by shpg22 > 2019-06-09 11:29 | Report Abuse

Company that fuel on debts and continuous fund raising. Which company that can run for years of negative FCF? Very bad management