Posted by kcfan > 2012-02-02 22:29 | Report Abuse

Acquisition of new subsidiary by QL Feedingstuffs Sdn. Bhd., a wholly owned subsidiary of QL Resources Berhad ("QL")

Posted by tham hoe yean > 2012-02-08 21:16 | Report Abuse

QL soaring today, hoohoooo keep going!

Posted by kcfan > 2012-02-09 19:04 | Report Abuse

OSK Research has maintained a "buy" call for QL Resources Bhd with the fair value unchanged at RM3.62, backed by the company's solid earnings track record and an on-track expansion in Vietnam and Indonesia.

In a statement today, OSK Research said QL Resources is the biggest surimi producer in Malaysia with a 50 per cent market share.

It also said that the company plans to add another new production line for Surimi and fishmeal operations in Indonesia.

"Based on this plan, starting from financial year 2013, the company will boost its production capacity to 10,000 tonnes per annum from the present 5,0000.

"The company has also expanded its integrated livestock farming by venturing into Vietnam and Indonesia," the research firm added.

"As for its palm oil division, a new crude palm oil mill in Indonesia was completed early this year, with a palm pellet plant slated for completion by the second half 2012," the research firm said.

OSK Research said the company has planted 10,000 hectares of its oil palm estates in Indonesia and is expected to complete planting on 15,000 hectares by financial year 2014.-- BERNAMA

Read more: OSK: 'Buy' call on QL Resources stays http://www.btimes.com.my/Current_News/BTIMES/articles/20120209135802/Article/index_html#ixzz1lsiSKWDe

Posted by kcfan > 2012-03-10 17:11 | Report Abuse

FY13P/E: N/A, P/BV: 2.0x
 QL Resources has been consolidating in a triangle pattern for the past few
weeks. We think that the stock is ripe for a stronger rebound. If the candles
can push above the RM3.33 level, there is a good chance that prices may
re-rate towards RM3.40, RM3.50 and RM3.70.
 MACD signal line is flattening while RSI is gyrating near the 50pts mark. We
think these are just reflections of its earlier consolidation.
 Traders may join the buying bandwagon once the candles push above the
RM3.33 level. Always put a stop at RM3.23 to limit downside risk.

Posted by kcfan > 2012-03-14 22:59 | Report Abuse

分析员特别看好全利资源（QL，7084，主板消费产品股），因为需求量以及原料价格，并不是该公司所关注的因素。
该公司的产品都是以基本食品为主，分析员预估该公司在2013财年的盈利，将会获得20%的强稳增长。

Posted by kcfan > 2012-03-18 00:29 | Report Abuse

Long-term growth visibility
On track for double-digit growth. QL’s 3QFY12 results were within
our expectations. Net profit of RM34.4m (+4% YoY, -9% QoQ) took the
9M net profit tally to RM100m (+8% YoY), which made up 70% of our
and 68% of consensus full-year estimates. All three divisions recorded
revenue growth in 9MFY12. Maintain Buy with a raised TP of RM3.75
(+11%) as we roll forward valuations, which translates into 18x CY13
PER.

Posted by kcfan > 2012-03-28 21:46 | Report Abuse

Acquisition of new subsidiary namely MSLP Jasa Sdn. Bhd. by QL Fishmeal Sdn. Bhd., a wholly-owned subsidiary of QL Resources Berhad ("QL")

Posted by kcfan > 2012-04-08 23:05 | Report Abuse

目标价：3.43令吉
最新进展
自上市以来，全利资源（QL，7084，主板消费产品股）业绩欣欣向荣，过去10年的营业额成长14.1%，净利则成长22.3%。
行家建议
全利资源核心业务为海产生产、棕油和家禽养殖，业绩表现向来稳定成长。
我们从集团过往的业绩记录，以及多元化业务的商业策略预测，未来业绩仍会继续成长。
目前，全利资源正在越南和印尼扩展家禽养殖业务，并进军印尼种植领域，我们认为在2013年开始，可看见该海外业务的盈利贡献。
至于2012财年，我们就上半年海产生产领域进入淡季而预测收入偏低，但相信其他业务可支撑整体收入。
我们预料2012财年营业额和盈利，将分别增6.6%和12%。
BIMB证券研究

Posted by kcfan > 2012-04-12 11:28 | Report Abuse

Maintain BUY. OurFV of RM3.64 is based on 19x CY12 EPS. Given the recent share price retracement(which was largely due to the market correction), we see this as a good opportunityto BUY QL shares. This stock is one of our Top 2012 Buys in view of its highly defensivenature and aggressive overseas expansion strategy.

Posted by kcfan > 2012-04-12 22:44 | Report Abuse

券商：僑豐投資研究
合理價：3.64令吉

全利資源（QL，7084，主要板消費）積極展開區域擴張，業務深具彈性，印尼及越南業務料可在2013財年開始貢獻公司收益，未來料成主要收益來源。

　近期剛與該公司管理層會面，我們樂觀看待全利資源未來發展，相信在按部就班的區域擴張計劃下，有助支撐未來盈利成長，尤其印尼及越南業務將自2013財年開始貢獻收益。

　我們預期，印尼及越南家禽產蛋業將在2013財年投產，油棕業務方面，位于印尼的2萬公頃種植地及原棕油提煉廠，勢必可進一步推動棕油業務發展。

　該公司歷經轉型，從一間專賣家畜飼料貿易公司，轉成海產和雞蛋供應商，同時也參與高速成長的油棕業務，綜合性食品消費業務模式，得以讓全利資源錄得良好表現。

　由于業務都以基本食品業為主，縱使經濟放緩但仍不損及需求，我們對該公司前景更具信心，加上進軍印尼及越南等人口廣大的市場，有助穩定公司盈利表現。

Posted by waily > 2012-04-13 15:08 | Report Abuse

agreed

Posted by kcfan > 2012-04-13 21:48 | Report Abuse

（吉隆坡13日讯）侨丰投资研究分析员预测，全利资源（QL，7084，主板消费产品股）将继续交出稳固的盈利表现，在积极开拓东协市场之际，企业巨擘逐渐成形。
此外，分析员也预测，全利资源在印尼和越南业务，将在2013财年做出贡献。
分析员表示，全利资源在这些年来，不但成功把原来家禽饲料贸易，转型至海产和鸡蛋生产的主要业者，同时也多元化业务，并积极开拓新市场。
“我们相信，印尼和越南拓展计划进度理想，我们预料该市场会在2013财年开始贡献盈利。”
全利资源股价随着业务发展蓬勃不断跃升，印尼厂房提高产能消息传出后，股价再次受到激励。
支撑未来赚幅
稍早前，集团宣布提高位于印尼泗水蟹柳和鱼浆生产厂房的产量额外5000吨，料2012财年整体鱼浆产量可达1万吨。
分析员认为，集团在现在提高印尼厂房产能是合事宜的，因为当地人工低，加上原料供应来源丰富，可借此提高赚幅。
与此同时，鉴于鱼浆是基本食材，所以无论经济环境如何，需求量始终保持稳定，分析员也就此认为全利资源未来前景光明。
“加上集团在印尼和越南投资，相信该国大量的人口，可支持设下的未来赚幅目标。”
综合家禽农场潜能大
至于印尼和越南的综合家禽农场业务，分析员认为仍有很大的进步空间和潜能，目前表现也强劲。
除了海产和鸡蛋生产外，全利资源分别在沙巴和印尼拥有1200英亩和2万英亩种植地，位于加里曼丹的原棕油厂房在2012年2月份投产，目前共有31厂房。
集团为了多元化收入，集团将把原棕油厂房的排放物转为再生能源，同时，也在研究把棕油肥料提炼成能源。
分析员表示：“全利资源积极开拓市场以及多元化收入来源，加上最近股价有所调整，我们认为现在是买入此股的好机会，集团也是我们2012年的首选股之一。”

Posted by 19Dec19704933 > 2012-05-01 00:47 | Report Abuse

totally agreed

Posted by Kim Yap Lau > 2012-05-01 13:56 | Report Abuse

so buy at 2012 year end?

Posted by kcfan > 2012-05-01 18:08 | Report Abuse

Given the recent share price retracement(which was largely due to the market correction), we see this as a good opportunityto BUY QL shares. This stock is one of my Top 2012 Buys in view of its highly defensive nature and aggressive overseas expansion strategy.

Posted by kcfan > 2012-06-13 23:16 | Report Abuse

periphery continued to be filled with negative news lead to a bear market has claws, analysts thus believe that the stock market in the second half, "dead or alive" Investors are advised to investigate the stocks have the defensive ability of high returns.Commented: consumer-related stocks will continue to attract investor interest, this area material with the Government recently introduced the minimum wage system to benefit; analysts also believe that, although the raw material price fluctuations, the resilience of local consumer spending support the food and beverage industry profitability.
Stock selection: ● full benefit resources (QL 7 084)
Rating: BUY
Target price: 3.70 ringgit

Posted by kcfan > 2012-06-23 07:51 | Report Abuse

Current P/E Ratio (ttm) 20.3401
Estimated P/E (03/2013) 16.0697
Earnings Per Share (MYR) (ttm) 0.1588
Est. EPS (MYR) (03/2013) 0.2010
Est. PEG Ratio 1.1730
Market Cap (M MYR) 2,687.37
Shares Outstanding (M) 832.00
Enterprise Value (M MYR) (ttm) 3,253.13
Enterprise Value/EBITDA (ttm) 13.23
Price/Book (mrq) 3.3110
Price/Sale (ttm) 1.3803
Dividend Indicated Gross Yield 1.3158
Next Earnings Announcement 08/22/2012

Posted by kcfan > 2012-06-24 00:23 | Report Abuse

Just back from best friend wedding dinner.
Hello Shine,all this info as above mention get it from one of the best friend of investment analyst $ consultant.Just for your helpful reference..Thanks.

Posted by kcfan > 2012-07-03 22:39 | Report Abuse

Public Investment Research started agricultural producer QL Resources Bhd with an "outperform" call and a fair value of RM3.83 thanks to its strong agricultural business and aggressive expansion plans.

Ready to move further.Cheer

Posted by kcfan > 2012-07-09 21:11 | Report Abuse

Technically strong support on current stage of price.Foresee on better uptrend.

Posted by kcfan > 2012-07-12 21:11 | Report Abuse

QL Resources poised to continue uptrend and test it resistance line on Rm3.30 on technically before next earnings announcement.

Posted by kcfan > 2012-07-31 08:12 | Report Abuse

Company Name: QL RESOURCES BERHAD

Date Announced: 30/07/2012

Announcement Detail:
EX-date: 29/08/2012

Entitlement date: 03/09/2012

Entitlement time: 04:00:00 PM

Entitlement subject: Final Dividend

Entitlement description: Final single tier dividend of 4.5 sen per ordinary share of RM0.25 each

Posted by kcfan > 2012-08-03 08:00 | Report Abuse

Company Name: QL RESOURCES BERHAD
Stock Name: QL
Date Announced: 02/08/2012

Description: Acquisition of new subsidiary namely Merkaya Sdn. Bhd. by QL Farms Sdn. Bhd., a wholly owned subsidiary of QL Resources Berhad ("QL")

Posted by KC Loh > 2012-08-09 13:00 | Report Abuse

http://klse.i3investor.com/blogs/journeytowealth88/15584.jsp

old news. Price is turning with the effects of El Nina coming. buy on weakness.

sorry not in position to comment further as QL not under my radar. Just for the uninitiated just in case they panic on the news.

Posted by kcfan > 2012-08-11 22:47 | Report Abuse

QL still our F&B top pick. F&B stocks generally trade at a richer valuation as their earnings are seen to be more resilient. After all, F&B demand will still grow organically in tandem with population growth. As their products are basic necessities, these companies can easily pass on any increases in raw material costs to
their consumers through product price hikes. Economies of scale and internal cost savings initiatives also help to mitigate the margin erosion arising from the costlier food commodities. Our top buy in the F&B space is QL Resources (BUY, FV RM3.46) as we like its ASEAN region expansion strategy in Indonesia and Vietnam, which will mitigate the impact from higher raw feed costs.

From OSK Research-Consumer sector latest update.

Posted by Vincent Wong > 2012-08-12 06:36 | Report Abuse

hi kc,
Do you hold any GCB share?
Any comment

Posted by richman > 2012-08-15 12:05 | Report Abuse

DBE chickens too selling well hahaha

Posted by kcfan > 2012-08-22 09:33 | Report Abuse

General meeting and earning announcement by tomorrow.

Posted by kcfan > 2012-08-23 17:29 | Report Abuse

1Q net profit RM31,424 million(Increased 13.07%).

Posted by kcliew > 2012-08-23 17:35 | Report Abuse

good news...

Posted by andyteng > 2012-08-23 17:36 | Report Abuse

will fly tmr?

Posted by kcfan > 2012-08-23 22:15 | Report Abuse

a)MPM's current quarter sales increased 30% against corresponding quarter mainly due to higher contribution from Surabaya fishery operation as well as improved fish landing in Sabah.
Earnings for the current quarter increased 52% due to the same reason.

b)POA's current quarter sales decreased 36% against corresponding quarter mainly due to lower contribution from own estates, lower FFB processed as well as lower CPO prices (RM3,195 current qtr vs RM3,332 corresponding qtr).
FFB processed decreased by 34% against corresponding quarter as FFB yield in Sabah contracted year on year (>20%) for the last consecutive 5 months.
We believe this maybe still due to laggard effect of 2010 EL Nino weather.POA's current quarter earnings decreased 57% against corresponding quarter due to the same reason.

c)ILF's current quarter sales increased 21% against corresponding quarter due mainly to improved volume of feed raw material traded
as well as higher Indonesia's poultry contribution.
Earnings increased 24% against corresponding quarter due mainly to better margin from feed raw materials trade as well as higher
contribution from Indonesia's poultry operations.

Commentary on Prospects for the next quarter to 30 September 2012.
The management are upbeat with Indonesia's fisheries and poultry farming operations.
However in Q2, Peninsular Poultry egg performance was affected by poor egg prices as well as rising raw material cost.
Despite these, the management are cautiously optimistic on the Group's performance for the quarter ending 30.9.2012.

Posted by Leong CF > 2012-08-24 09:38 | Report Abuse

Mr.kcfan , thanks for the info.

Posted by kcfan > 2012-08-24 20:52 | Report Abuse

http://www.theedgemalaysia.com/in-the-financial-daily/219097-ql-resources-earnings-up-13-despite-fall-in-plantation-revenue.html
1Q business earning announcement update.

Posted by kcfan > 2012-08-24 23:08 | Report Abuse

QL Resources (QL, 7084, the main board consumption) in order to accelerate the company in the development of domestic and regional, ready to invest 200 million ringgit as capital expenditure purposes.

　The full Lee Resources Managing Director Xie Songkun hope the funds can bring double-digit growth for the company's turnover, ie 10-15% increase.

　He said after the shareholders' meeting today, the development of the company focused on seafood products manufacturing industry and livestock industry.

　"Note in Indonesia and Vietnam with more than 300 million ringgit development of aquaculture, livestock, and oil palm industry purposes, these investments have to see results."

　Xie Songkun said he hoped the eggs daily production in Indonesia increased to 900,000; For Surabaya seafood products also started production in August last year, about 40 million square meters is located in East Kalimantan oil palm fruit, in May this year had matured.

　"We hope that our in Vietnamese egg production from 250,000 per day increased to 350,000 per day, or even exceed this figure."
http://www.chinapress.com.my/node/347585
My long term investment stock since 2009 till now.Really double gain my capital position.Cheers

Posted by kcfan > 2012-08-28 21:26 | Report Abuse

Daily Trading Stocks- QL Resources Bhd

QL may rally after closing above its highest in almost six months. A position can be initiated on a close above RM3.30, with a close below the recent low of RM3.13 as a stop-loss. The price target is RM3.90, provided that the 2011's high of RM3.50 is violated. Failure to stay above RM3.30 should see it sideways and strong support is at RM3.00.

Posted by kcfan > 2012-09-26 20:32 | Report Abuse

Reiterate Outperform. We continue to like QL for its defensive earnings from consumer staples such as eggs and fish-based products as well as its strong execution track record. We are optimistic on QL’s ability to replicate its success in Indonesia while its performance to date in Indonesia has been encouraging. With growth from its Indonesian operations, enhanced frozen marine products capability and maturing oil palms in East Kalimantan, we believe QL will be able to sustain a low to mid-teens CAGR in net profit over the next three years. As such, we are reiterating our Outperform call on the stock, with an unchanged fair value of RM3.60 based on an unchanged target PER of 17x (pegged to 3-year average PER) of its CY13 earnings.

Source: RHB Research - 25 Sep 2012

Posted by kcfan > 2012-09-29 08:38 | Report Abuse

Minor rebound..my long run stock.

Posted by Vincent Wong > 2012-09-30 11:51 | Report Abuse

KC.. can share your profile..

Posted by kcfan > 2012-10-01 07:58 | Report Abuse

Vincent,what profile you mean? Personnel or Police wanted profile you request ? Or....

Posted by shirley1 > 2012-10-01 08:07 | Report Abuse

They will call you soon... haha. even my youngest kid requesting handphone from me, saying his friend already got handphone, just follow the kids to do stock selection, someone said this... guess who? haha

Posted by shirley1 > 2012-10-01 08:39 | Report Abuse

My boss told me he can finish reading a book within 2 hours.. his way, read the preview, the starting and ending of the book, and think what the author want to write, then verify your understanding. eg investment book, bet you they will tell you how to make money, already finish half the book.. Haha. of course this is not reading for pleasure like story book. frankly speaking I can't finish the book within 2 hours:(

Posted by Vincent Wong > 2012-10-01 21:53 | Report Abuse

The share portfolio.....

Posted by kcfan > 2012-10-01 23:19 | Report Abuse

Consumer
The sector, being as broadly categorized as it is, should nevertheless benefit from the estimated RM7-8bn handed out to the Rakyat in various forms of aid and
incentives, and underpin consumer demand and spending. Tobacco and brewery
companies will be most relieved to be spared tax hikes this time round, though it must be highlighted that the Federal Government has not necessarily announced such measures only on Budget day. Within our scope of coverage, and though not particularly direct beneficiaries of some of these measures announced, are like
Eng Kah Corporation (Outperform, TP: RM4.03), QL Resources (Outperform,
TP: RM3.83) and Parkson Holdings (Outperform, TP: RM5.73) for their respective
growth stories. OUTPERFORM call on the sector is reaffirmed.

Posted by tonylim > 2012-10-02 00:43 | Report Abuse

kcfan, thanks for sharing, You are great.

Posted by kcfan > 2012-10-02 21:50 | Report Abuse

Despite the global issue of the El Nino climate warning, expected to seafood and poultry operations have minimal impact on QL Resources (QL, 7084, motherboard consumer products group), but the effect of warm water in the Pacific Ocean southeast of El Niño to strengthen seafood productivity leaving the core business of the company to benefit from.
If other factors are held constant, the El Nino climate material QL Resources seafood and poultry operations have minimal impact, they are representing more than 90% in the 2012 fiscal year pretax profit.

Posted by kcfan > 2012-10-03 22:30 | Report Abuse

Indonesia, Its Near Term Earnings Catalyst.
Refer to TA headline above.

Posted by kcfan > 2012-10-03 22:59 | Report Abuse

A fish catch incentive of MYR0.10- 0.20/kg announced in Budget 2013 will help ensure stable fish supply and benefit QL Resources.

Posted by kcfan > 2012-10-04 23:04 | Report Abuse

More info.
http://klse.i3investor.com/blogs/kltrader/18596.jsp

Posted by kcfan > 2012-10-10 22:49 | Report Abuse

QL Resources or the acquisition of small businesses

TP: RM 3.70
Latest progress
QL Resources niche business model and core business, driven by the profitability of the company over the past 12 years still solid growth.

QL Resources does not rule out the possibility of the acquisition of small businesses, in order to further expand the integrated poultry business.

Expert recommendations
With soybean prices higher recently, some of the results of the poultry industry is under pressure.
We believe that, the full profit resource may be taken advantage of the acquisition of small-scale poultry industry to grow and market position to continue to sit tight in the position of market leader in the industry.
QL Resources currently has nearly 5,000 hectares of mature oil palm cultivation, mature oil palm Lots of fiscal year 2015 is expected to be increased to 9000 hectares.
We believe that mature oil palm plantations will QL Resources contribution to earnings.
QL Resources is committed to enhancing the the surimi production capacity and egg production in Vietnam and Indonesia, we have a positive view of the company's regional expansion plans.
http://www.nanyang.com.my/node/483559?tid=709