Posted by ヴァンパイアハンター > 2014-09-25 23:08 | Report Abuse

目前美元走强，暂时没太大的影响
可是小麦，大豆，和玉米的价格又狂跌了，可以以低价持续到明年年尾的话就真是太好了

Posted by ヴァンパイアハンター > 2014-09-26 14:43 | Report Abuse

powerwk, you really sold all your warrant?

Posted by looyee > 2014-09-26 19:30 | Report Abuse

ya..hopefully wheat price etc. can stay low for quite some time and really hope MFlour is doing well in Indonesia

Posted by powerwk > 2014-09-27 00:06 | Report Abuse

Tom_lks - well, I sold all and immediately switch to mother some time back. I did mention in earlier comments.

Posted by raymondanoh > 2014-09-28 10:01 | Report Abuse

weather forecast for coming week, strong wave is coming and going to push mflour up,up hooray.Sit tight and watch

Posted by looyee > 2014-09-29 11:28 | Report Abuse

haha...hopefully your weather forecast is accurate...

Posted by yfchong > 2014-09-30 11:52 | Report Abuse

ha ha need to check the arctic ice formation...,

Posted by yfchong > 2014-09-30 16:45 | Report Abuse

today last day....., conclude 3Q quarter..., another 2 months for your report card.

Posted by halia > 2014-09-30 16:49 | Report Abuse

aiyah....whether is gonna be good or bad quarterly result, make no difference lah....good result also down, bad result lagi lah down....

Posted by yfchong > 2014-09-30 20:04 | Report Abuse

Bro kc loh, any opinion on next year wheat price movement...,

Posted by Yap Chi Fai > 2014-10-02 12:48 | Report Abuse

what happen?

Posted by Bryan Ng > 2014-10-02 19:03 | Report Abuse

Drop again?

Posted by Abudance > 2014-10-03 00:16 | Report Abuse

Beat market ... USA stocks dropped the worst in 2 years tonight ...

Posted by Abudance > 2014-10-03 00:18 | Report Abuse

Sorry .. Bear market

Posted by Tom_lks > 2014-10-03 14:19 | Report Abuse

go to hug your teddy bear, please go

Posted by yfchong > 2014-10-03 14:21 | Report Abuse

Cool down -lah....,this flour is overcooked 2014 opening to peak up 41%.

Posted by Tom_lks > 2014-10-03 14:29 | Report Abuse

but i don't think this flour is "overcooked"

Posted by Tom_lks > 2014-10-03 16:43 | Report Abuse

笑尿。。。。某人正在玩 warrant = =

Posted by yfchong > 2014-10-03 16:46 | Report Abuse

Bro Tom if based on DCF or PE ada-lah but if graham just nice.........,

Posted by yfchong > 2014-10-03 16:48 | Report Abuse

If this year ROIC improve......., then will be good lah,

Posted by DickyMe > 2014-10-06 20:18 | Report Abuse

DickyMe DickyMe Time for reversal!! 1.88

25/08/2014 16:41
===========================================

Posted by DickyMe > 2014-10-06 20:26 | Report Abuse

"

DickyMe

Month Price Change

Jan 2014 275.53 -
Feb 2014 292.27 6.08 %
Mar 2014 323.55 10.70 %
Apr 2014 324.93 0. 43 %
May 2014 334.75 3.02 %
Jun 2014 306.53 -8.43 %
Jul 2014 280.36 -8.54 %"
=================================================

Update


Month Price Change

Mar 2014 323.55 -
Apr 2014 324.93 0.43 %
May 2014 334.75 3.02 %
Jun 2014 306.53 -8.43 %
Jul 2014 280.36 -8.54 %
Aug 2014 263.41 -6.05 %

Current Price :Wheat Daily Price 232.95
Big Drop.

Posted by powerwk > 2014-10-06 23:48 | Report Abuse

DickyMe - what you trying to hint here? Good buy with the current price as the wheat price drop further?

Posted by DickyMe > 2014-10-07 12:49 | Report Abuse

powerwk..More pain below 1.80. Base 1.65

Posted by Tom_lks > 2014-10-08 09:35 | Report Abuse

just dump mother share =.=''

Posted by Tom_lks > 2014-10-08 09:39 | Report Abuse

赚到的一瞬间缩水。。。。=.=''

Posted by samcghee > 2014-10-08 09:51 | Report Abuse

Sold out my boilerm and got more bullets liao, I am planning to purchase mflour

Posted by Tom_lks > 2014-10-08 09:56 | Report Abuse

my previous mother share average price is 1.61, i plan to re-acquire at bottom

Posted by yfchong > 2014-10-08 10:07 | Report Abuse

Ok, my plan 1.50

Posted by yfchong > 2014-10-08 10:14 | Report Abuse

yah lah, i am assuming EPS(14) remains the same.....should make that numbers....,

Posted by samcghee > 2014-10-08 10:19 | Report Abuse

Wah! so many people awaiting to buy at low price. We really need to give ample time to mflour to prove to us. Hope mflour will announce dividen in November. I will definitely hold it until "tua" as mentioned by powerwk.

Posted by yfchong > 2014-10-08 10:25 | Report Abuse

Mflour = housewife.......now girlfriend...., now looking for girlfriend.

Posted by DickyMe > 2014-10-08 11:00 | Report Abuse

FOMC tonight, Final cut in QE and US no more prints money..mad rush...emerging markets will be in pain..

Posted by jolie2 > 2014-10-08 21:54 | Report Abuse

my prediction is that by end of Oct 14, this stock will go down to 1.50

Posted by 6182al > 2014-10-09 12:22 | Report Abuse

Hi Jolie2 hope your predition will come true

Posted by jolie2 > 2014-10-09 13:21 | Report Abuse

mflour in real trouble .
fuel hike will eat into their bottom line
Somemore, mcdonald in msia is losing business .
Japan also losing business. The japan ceo Sarah Casanova is previously mcdonald msia ceo.

https://my.news.yahoo.com/mcdonald-japan-sees-first-loss-153802143.html

Mcdonald chicken meat is 100% supply from mflour.

Posted by Tom_lks > 2014-10-09 13:28 | Report Abuse

jolie2。。。。。你所说的那些话连小孩子都会说
我们想看到的是很多负面的评语

Posted by horison > 2014-10-09 13:34 | Report Abuse

Hi jolie2, the link you posted is for mcd japan, where do you hear that mcd Malaysia in trouble?

Posted by jolie2 > 2014-10-09 13:38 | Report Abuse

i have survey their stores. The workers every time hitting the flies only. Nothing to do.
Also i tasted their chicken... dry and hard like a rock. Maybe old chicken.I swear i won't go to mcdonald again .
i prefer kfc.

Posted by Tom_lks > 2014-10-09 13:47 | Report Abuse

jolie2。。。。。你有什么证据证明 mcd malaysia 是 mflour的其中一个客户？
你想给些负面的评语就得干脆点，记得在火上倒多点油，我想以低价买进

Posted by armt > 2014-10-09 13:47 | Report Abuse

Don't know which outlet you've been going to..but the doomsday theory you are predicting is still definitely far away. Yes fuel hike will eat into their bottom line, but they can definitely pass some of it to their customers. Even if they decide to absorb it, prices of their raw materials such as flour, soybean and corn are still at low levels.

Posted by jolie2 > 2014-10-09 14:09 | Report Abuse

now people got choice. If increase price, people don't eat.
that why all the quick service restaurant and also kopitiam will kena hit kaw-kaw this time. nobody want to eat outside anymore.

inflation coming. this time really serious. that's why market crash.

Posted by armt > 2014-10-09 14:31 | Report Abuse

If I recall correctly, McDonald's meals are still quite reasonable. It still falls under the "value for money" segment. For about RM10-12 per meal (mind you its cheaper during lunch and dinner time), I get burger, fries and a soft drink. I highly doubt the inflation will spike to the serious levels you've mentioned. The GST factor should bring about a one-time rise in costs yes but you don't expect it to be an ongoing factor.Yes agreed, it is expected to go up, but income levels are rising aswell. Why are you disregarding that part too?

People like myself need to work longer to earn more money, id rather spend less time eating in and just grab myself something from these fast food outlets. Thats my line of thought anyways. Just thought I'd give a different perspective for others to consider. I used to own this stock and would consider owning it again given the right entry price.

Posted by jolie2 > 2014-10-09 14:55 | Report Abuse

you all really understand me . i also hope mflour also can go-up.
But sometimes i too honest. Don't know how to lie and don;t know how act. Just tell the truth.

Posted by armt > 2014-10-09 15:07 | Report Abuse

Fair point. Some people do come here to get opinion before investing (like myself) though. Especially if the counters do not provide a lot of information and a lot of self research is required.

Posted by yfchong > 2014-10-09 16:59 | Report Abuse

let see..., another 50 working days for 3Q report.....will be self justified..,

Posted by Tom_lks > 2014-10-09 18:55 | Report Abuse

yfchong....i bet you will never buy this stock....trust me

Posted by yfchong > 2014-10-09 21:53 | Report Abuse

I buy when the IV is undervalue. Ie market price kurang 25 percent drp IV. I notice FCF is improving for last fy. One thing I not comfortable is wacc lebih kurang same Roic. So ev Susah leh. Comman equity less mi / ta cukup cukup Makan....ie ngam ngam 0.5. When all these conditions satisfy why not

Posted by yfchong > 2014-10-09 22:03 | Report Abuse

I sold because during peak due to the price surpass my graham numbers,.... Itu sahaja

Posted by jolie2 > 2014-10-09 22:10 | Report Abuse

i also sold during peak b'cos all the ikan bilis is trap inside my shark mouth .
Sorry for too honest. I don;t know how to cheat one.