Posted by Lukesharewalker > 2022-03-04 12:10 | Report Abuse

Doubt management hedge up above 50%

Posted by Lukesharewalker > 2022-03-04 15:09 | Report Abuse

Think the line unlikely to pass the cost to consumers is more pertinent

Posted by Lukesharewalker > 2022-03-04 20:00 | Report Abuse

Wow��
Wheat is 418 now

Posted by Lukesharewalker > 2022-03-05 08:41 | Report Abuse

It is noteworthy that wheat makes up about 85% to 90% of the production cost for the group's flour Mills making it a challenge for it to absorb the price - PPB . The star 5 march

Posted by Lukesharewalker > 2022-03-05 08:47 | Report Abuse

These businesses now face the risk of incuring losses because of higher chicken feed prices namely corn, soybean and palm oil. The Star 5 March

Posted by Lukesharewalker > 2022-03-07 22:11 | Report Abuse

Getting worse. Wheat is now 430

Posted by Lukesharewalker > 2022-03-08 09:41 | Report Abuse

Danger support at 58 might not hold

Posted by freddiehero > 2022-03-08 09:59 |

Post removed.Why?

Posted by Mark Goh > 2022-03-11 12:17 | Report Abuse

Want to compare this stock with its peers?

LVI: Food & Beverages Sector Price to EPS Peer Comparison (and economic moat)
https://klse.i3investor.com/web/blog/detail/VIE/2022-03-11-story-h1600187815-LVI_Food_Beverages_Sector_Price_to_EPS_Peer_Comparison_and_economic_moa

Posted by Lukesharewalker > 2022-03-15 10:01 | Report Abuse

Likely support between 50 to 54 cents

Posted by Kevin Tam > 2022-04-05 17:55 | Report Abuse

Is Wheat a controlled item in Malaysia? The popular 1 kg Mfour flour , selling for 2.90-3.00 now ??

Posted by bowman > 2022-04-13 15:14 | Report Abuse

Settling at 0.665 at close will be good at midweek. If it breaks 0.685, it will be on firmer ground

Posted by bowman > 2022-04-15 14:39 | Report Abuse

Can MFlour break 0.685 today?

Posted by JP01 > 2022-04-16 15:59 | Report Abuse

@Vtrade Future star

Posted by Lukesharewalker > 2022-04-18 15:02 | Report Abuse

Capacity for poultry still has not increased. Think demand via Tyson food has not materialise.
Should be in a sweet spot once war is over.
Buy now?

Posted by Lukesharewalker > 2022-05-13 14:50 | Report Abuse

Looks like rebound is imminent. Selling volume not there unless operator throws supply. Could go to 63.5

Posted by hng33 > 2022-05-17 09:45 | Report Abuse

Wheat price is soaring, mflour trading set to record windfall profit

Posted by Ahmad Sulhi > 2022-05-17 10:20 | Report Abuse

https://www.bharian.com.my/bisnes/lain-lain/2022/05/956331/harga-produk-berasaskan-gandum-bakal-melonjak

Posted by KPH5328 > 2022-05-17 10:26 | Report Abuse

@hng33, wheat is input to MFlour, thought it is -ve?

Posted by hng33 > 2022-05-17 10:49 | Report Abuse

Mflour have trading flour division, inventory storage and hedge future price to profit uptrend price to protect input cost margin.

Malaysia flour price have hike since last month, cist pass through to flour user industry

Posted by hng33 > 2022-05-17 10:54 | Report Abuse

Flour user industry like bread maker in turn hike selling price as much as 30% to end consumer -
inflation

Posted by nicholas99 > 2022-05-17 11:00 | Report Abuse

cost high also can go up ka?

Posted by nicholas99 > 2022-05-17 11:01 | Report Abuse

makanan is controlled items in malaysia.

Posted by vic_amat87 > 2022-05-17 11:17 | Report Abuse

Most of mflour revenue from flour is feom vietnam where no price control there

Posted by bowman > 2022-05-17 14:39 | Report Abuse

"IMPORTS
In 2020, Malaysia imported $333M in Wheat, becoming the 38th largest importer of Wheat in the world. At the same year, Wheat was the 109th most imported product in Malaysia. Malaysia imports Wheat primarily from: Australia ($118M), United States ($74.3M), Ukraine ($72.3M), Canada ($38.4M), and Argentina ($14M).

The fastest growing import markets in Wheat for Malaysia between 2019 and 2020 were Ukraine ($29M), Argentina ($3.94M), and India ($1.34M)."

Since Ukraine is out, and soon India, you just see how much prices will go up as well

Posted by VTrade > 2022-05-18 14:36 | Report Abuse

ape kerajaan cakap ?

Posted by NoobRookie > 2022-05-18 17:23 | Report Abuse

Should I invest on the stock? I heard about the news but does it effects Malaysia stocks

Posted by nicholas99 > 2022-05-19 17:02 | Report Abuse

On another matter, Nanta said the ministry issued an Approved Permit (AP) for the import of sugar and flour and it was still working on the details of the latest policy concerning the permit.

Prime Minister Datuk Seri Ismail Sabri Yaakob said the need for APs to import food has been revoked in a move to ensure there will be sufficient food supply in the country.

Posted by Lukesharewalker > 2022-05-20 10:13 | Report Abuse

Seems buying and accumulation activities seen at this level. Maybe a relevant QR coming next week?

Posted by NoobRookie > 2022-05-23 11:47 | Report Abuse

Mflour gonna go up or not? Does the ban will hike up this stock price

Posted by Macrullen > 2022-05-23 13:05 | Report Abuse

Instead of consider this ban, what u really need to bet is the qr. If the next qr can achieve 30mil above net profit. It can hit 80c.

Posted by NoobRookie > 2022-05-24 08:51 | Report Abuse

ouh i see, thank you for the tip

Posted by NoobRookie > 2022-05-24 08:54 | Report Abuse

where can i see the next qr? do i need to look into the company website?

Posted by dragon328 > 2022-05-24 11:02 | Report Abuse

https://klse.i3investor.com/web/blog/detail/dragon328/2022-05-24-story-h1623391222-AEON_Bhd_is_the_best_Recovery_Play_with_a_potential_RM3_00_Dividend_Win

Posted by Lukesharewalker > 2022-05-25 11:36 | Report Abuse

Not that bad. Both businesses still profitable

Posted by VTrade > 2022-05-26 20:45 | Report Abuse

Result out alredy?

Posted by Legend > 2022-05-28 09:49 | Report Abuse

Malayan Flour Mills Bhd saw its net profit for 1QFY22 reduced by 51% to RM20.32 million from RM41.42 million in the corresponding period, hit by lower profits from flour and grain trading segment. This was despite the group recording 18.5% higher revenue in 1QFY22, compared with RM634.88 million in 1QFY21.

Posted by Lukesharewalker > 2022-05-28 20:57 | Report Abuse

Eps 2 cents. Annualized 8 cents. Pe 10@ 80 cents

Posted by aubergine6958 > 2022-05-30 17:55 | Report Abuse

During this uncertain business environment, Mflour remained able to mainta its stable profitability at around 2 cents per quarter, do not forget about the partnership with Tyson International with sell of 49% stake at a relatively good price.

Current market sentiment only allow Mflour to trade at PE below 8, which is way below of Mflour past 10 years PE (traded at PE 12 above).

Am i too optimistic? Can anyone enlighten me, thanks in advance!

Posted by idunwork > 2022-05-30 20:09 | Report Abuse

It seems like the increase of flour price could not catch up with the rise of wheat material price

Posted by Lukesharewalker > 2022-05-31 09:28 | Report Abuse

When normalized earnings should be 2 to 4 eps per quarter thus between 80 cents and 1.60 in priming

Posted by bowman > 2022-06-01 11:42 | Report Abuse

Definitely under-valued as stockbroking houses say. Look at the Net Profit, considering that the nation is just coming out of lockdown and price volatility of wheat over the past few months

Posted by Lukesharewalker > 2022-06-02 10:35 | Report Abuse

No more government subsidies thus no more ceiling prices for chicken?

Posted by Lukesharewalker > 2022-06-02 11:10 | Report Abuse

Something good happening for the poultry industry....

Posted by dingdonghuat > 2022-06-02 17:28 | Report Abuse

even with compressed margin, they are still in the green. Once the price adjustment as declared by their chairman announcement is a go, then its all the way up for mflour

Posted by bowman > 2022-06-04 10:30 | Report Abuse

As for wheat, India can keep all it wants or needs. China is now the world's largest supplier and I think shortly, India can never hope to catch up even. So MFlour will still be hedged - purchases are made with long term planning of a hedge. That is why the consistant profitability

Posted by VenFx > 2022-06-04 12:35 | Report Abuse

When Mflour opts for a re-rating by most institutional
It's time to go in .
For those whom patient or long long term
A discounted by 50% from its nta considerably lah.

Posted by VenFx > 2022-06-04 12:37 | Report Abuse

Mflou得等它的一个 契机。
继续观察 会来的。

Posted by Lukesharewalker > 2022-06-07 11:22 | Report Abuse

Gradually recover...should break out soon

Posted by Lukesharewalker > 2022-06-07 12:23 | Report Abuse

Break out