QL RESOURCES BHD

KLSE (MYR): QL (7084)

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Last Price

4.79

Today's Change

+0.06 (1.27%)

Day's Change

4.76 - 4.80

Trading Volume

60,200


4 people like this.

2,593 comment(s). Last comment by dragon328 3 hours ago

i3lurker

11,002 posts

Posted by i3lurker > 2021-11-26 01:00 |

Post removed.Why?

Posted by MYthenightmare > 2021-11-26 17:04 | Report Abuse

从今天的成交量和成交价来看,无耻后门政腐和舔狗奸商的黑钱交易还在进行中。

Sslee

9,562 posts

Posted by Sslee > 2021-11-30 08:29 | Report Abuse

Haha Philip got it right in quarter revenue of over 1 billion but wrong on quarter earning of over 100 million.

Posted by OldWiseMan100 > 2021-11-30 13:14 | Report Abuse

just a matter of time they hit 100m. the coming qr will most definitely be better. will hit 100m or not is another question.

Sslee

9,562 posts

Posted by Sslee > 2021-11-30 13:19 | Report Abuse

Next year NP after tax will be hit by addition tax "cukai makmur"

Posted by MYthenightmare > 2021-11-30 17:03 | Report Abuse

无耻后门政腐和舔狗奸商的奸情结晶就是濒临破产的马来

Posted by OldWiseMan100 > 2021-11-30 18:24 | Report Abuse

@Sslee

PBT for the following subsidiaries:

Marine Products Manufacturing 53,170
Palm Oil and Clean Energy 11,040
Integrated Livestock Farming 6,551

all 3 did not reach 100m. I think no cukai makmur. I think it is based on subsidiaries, not taxed based on the entire group's earning.

treasurehunt

1,388 posts

Posted by treasurehunt > 2021-12-01 18:02 | Report Abuse

Funds managers cut win and have migrated to technology already. Price keeps sliding until PER 20x lor.

Posted by wallstreetrookie > 2021-12-13 11:52 | Report Abuse

They are shorting QL Resources heavily. Everyone knows this already. Not sure when they are gonna release. Company is about to get kicked out from large cap index

Posted by MYthenightmare > 2021-12-20 17:21 | Report Abuse

Become penny stock next year.
明年变仙股。

Kevin Tam

478 posts

Posted by Kevin Tam > 2021-12-30 10:06 | Report Abuse

QL always with rich valuation for last 3-4 years; how is her Family mart doing in last 5-6 months , performing well ??

RainT

8,449 posts

Posted by RainT > 2021-12-30 10:30 | Report Abuse

family mart will continue to expand

it is the future growth driver

RainT

8,449 posts

Posted by RainT > 2021-12-30 10:32 | Report Abuse

when share price on down trend so many negative comments come out

Posted by InsiderShark > 2022-01-02 16:48 | Report Abuse

@i3lurker

Not sure what logic is that.
Pmetal NTA 0.42 @ RM5.78
PBB NTA 2.42 @ RM4.16
Greatec NTA 0.3218 @ RM6.73

James Ng

2,530 posts

Posted by James Ng > 2022-01-06 21:17 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-01-06-story-h1596607930...
[转贴] [Video:浅谈QL RESOURCES BHD, QL, 7084] - James的股票投资James Share Investing

Alantam

83 posts

Posted by Alantam > 2022-01-07 01:06 | Report Abuse

Nobody can win QL. Fly to RM10 for sure

Calvin882

1,510 posts

Posted by Calvin882 > 2022-01-07 06:28 | Report Abuse

Gained 5% a day in such market condition. Amazing

bootroop

257 posts

Posted by bootroop > 2022-01-07 08:42 | Report Abuse

Family Mart is not properly managed and it is slowly taken over by CU et el.

Posted by MYthenightmare > 2022-01-07 16:13 | Report Abuse

懒扒扒懒春袋股,昨天起多少今天跌多少。

Calvin882

1,510 posts

Posted by Calvin882 > 2022-01-07 21:26 | Report Abuse

Bad news for consumers but good news for QL

https://www.nst.com.my/news/nation/2022/01/761139/prices-chicken-eggs-...

Posted by AnalysisParalysis16 > 2022-01-08 14:35 | Report Abuse

next TOpGlove

Posted by AnalysisParalysis16 > 2022-01-08 14:35 | Report Abuse

buy fast

Posted by AnalysisParalysis16 > 2022-01-10 09:21 | Report Abuse

Dont sell

Posted by AnalysisParalysis16 > 2022-01-10 09:21 | Report Abuse

Hold

Posted by LongTermInvestor8 > 2022-01-19 23:10 | Report Abuse

.

2022
- New kitchen can support additional 500 new stores, starts mid 2022.

2026
- 2026, All 1000 FamilyMart stores will be completed, no investment needed, thus extra 500m to 1.3B extra revenue per year.

Note
- QL Resources has allocated RM400 million capex for the expansion of its surimi-based products plant. This should more than double its existing capacity. It would aid QL Resources’ ambitions to be a top five global surimi-products producer.
- Estimated profit per store is around 88K per year. Now 200 stores, future 1000 stores. 800xRM88K = RM70,400,000. Additional RM17,600,000 per quarter.
- Family Mart is also, steady stable and very predictable, at around 9.4% profit after tax.

Posted by MYthenightmare > 2022-02-08 16:45 | Report Abuse

Yeah, faster buy and don't sell, buy until it becomes penny stock and then disappears, no chance to sell soon

supersaiyan3

2,889 posts

Posted by supersaiyan3 > 2022-02-09 20:14 | Report Abuse

LongTermInvestor8, well said. Only that i don't like their surimi product. Otherwise everything nice.

Sslee

9,562 posts

Posted by Sslee > 2 months ago | Report Abuse

Yes very predictable business.
Someone predict per quarter revenus of excess 1 billion and NP excess RM 100 million. He is proven neither totally right or totally wrong.
Q1: Revenue RM 1,225 million: NP to SH RM 42.194 million
Q2: Revenue RM 1,248 million: NP to SH RM 45.942million
Q3: Revenue: RM 1,401 million: NP to SH RM 59.794 million

Market Cap: 11,803 Million
NOSH: 2,434 Million
Avg Volume (4 weeks): 892,511
4 Weeks Range: 4.67 - 5.00
52 Weeks Range: 4.45 - 6.22

As of QL Resources’ ambitions to be a top five global surimi-products producer.
The question is if your fish catch drop then how to produce surimi? And can you go over to your neighbor "Territorial sea" to fish?

Posted by MYthenightmare > 2 months ago | Report Abuse

Hopeless money washing counter

Posted by MYthenightmare > 2 months ago |

Post removed.Why?

Posted by LongTermInvestor8 > 2 months ago | Report Abuse

2022
- New kitchen can support additional 500 new stores, starts mid 2022. This will accelerate the opening of more new FM stores as existing kitchen already reached the max capacity.

2026
- 2026, All 1000 FamilyMart stores will be completed, no investment needed, thus extra 500m to 1.3B extra revenue per year.

Note
- QL Resources has allocated RM400 million capex for the expansion of its surimi-based products plant. This should more than double its existing capacity. It would aid QL Resources? ambitions to be a top five global surimi-products producer.
- Estimated profit per store is around 88K per year. Now 200 stores, future 1000 stores. 800xRM88K = RM70,400,000. Additional RM17,600,000 per quarter.
- Family Mart is also, steady stable and very predictable, at around 9.4% profit after tax.

i3lurker

11,002 posts

Posted by i3lurker > 2 months ago | Report Abuse

sslee
nothing lasts forever
plus
Nothing matters very much, and few things matter at all. - Arthur Balfour

Posted by OldWiseMan100 > 1 month ago | Report Abuse

in hard times, the most efficient company will survive and when everything settles down, those that survived will become even bigger. only 2 listed chicken and egg co can weather the storm - QL and CCK.

https://www.freemalaysiatoday.com/category/nation/2022/04/09/controlle...

Price control will have to be lifted or the gov will have to continue subsidizing these companies. Failing to do so means we have to import more expensive chicken and eggs and nobody will want to lose money raising chickens. Cost to raise a chicken from chick to hen is about RM6 to RM7.

LTKM quit the chicken and egg business already, who is next? Industry consolidation coming like banks in 1997.

stockraider

29,535 posts

Posted by stockraider > 1 month ago | Report Abuse

When Philip bought into this stock, it is Rm 6.70 loh!

Today it is still Rm 5.17 mah!

He tell everybody his stock selection very good loh!

Posted by OldWiseMan100 > 1 month ago | Report Abuse

stockraider, what stock do you recommend?

Posted by InsiderShark > 1 month ago | Report Abuse

PPB said got a new bread company around the corner... I know FM do make breads but doubt at this scale...

Posted by LongTermInvestor8 > 1 month ago | Report Abuse

by 2026, they plan to have 1000 stores. now got about 300 FM stores. I dont know why they are moving at turtle speed. I can understand the slow speed initially because they need to learn and minimize the mistake, once they understood what to do and what not to do, they should just speed up the opening of new stores and move on to a new project like maybe branch out to Singapore and Brunei? Maybe start a bread company against Gardenia and Massimo? Maybe go into milk? Maybe go into fish farming instead of catching fishes? Maybe something.... am not smart enough to know... there is a reason why the price remains stagnant and on sideways, but i think the management now focus on ESG, which is why they kept on buying Boilermech.

Posted by theonestock > 4 weeks ago | Report Abuse

By current market sentiment, news is not longer useful to push share price.

Calvin882

1,510 posts

Posted by Calvin882 > 2 weeks ago | Report Abuse

Have to observe the next two qtr result to evaluate impact of inflation, rising labour cost and supply chain disruption to QL.

Posted by MYthenightmare > 2 weeks ago | Report Abuse

Everyday wash black money with EPF of backdoor s hole gov, how to perform ?

Posted by MYthenightmare > 1 week ago | Report Abuse

I know malai backdoor gov lan jiao tak boleh naik only

Calvin882

1,510 posts

Posted by Calvin882 > 4 days ago | Report Abuse

Inflation is expected to impact revenue as people may tend to buy less or find cheaper alternative. Poultry sector may be impacted by increased of raw material price and overall cost of production. Will wait for the qtr result to see how great are the impacts.

Posted by BursaVulture > 4 days ago | Report Abuse

Poultry is the 3rd profitable business in QL. I think number 1 is Marine, 2nd is Palm Oil (After the palm oil rally), and 3rd is poultry. Since poultry and familymart are in the same subsidiary, we dont know how much FM is contributing towards that subsidiary, but this coming QR we will know when FM will have its own separate report. My guess it poultry will probably be last.

Posted by theonestock > 4 days ago | Report Abuse

Recently market seem to have some small movement. All stock is slowly recovery ?

Posted by theonestock > 4 days ago | Report Abuse

QL is good.... Can go further ?

Posted by MYthenightmare > 3 days ago | Report Abuse

QR result and share price will drop further due to money laundering activities with EPF

dragon328

375 posts

Posted by dragon328 > 3 hours ago | Report Abuse

QL is a resilient business but expensive. AEON is resilient but cheap

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

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