Posted by teoct > 2016-04-18 17:07 | Report Abuse

Today Stars reported that KWAP bought into F&N Nutrition S/B at PE of 22. So QL PE for FY 2017 is estimated to be 24 and FY 2018 to be 22.

Posted by Aero1 > 2016-04-19 11:42 | Report Abuse

Simply the yield does not justify. Their businesses are capital extensive which drains its cash flow. Very positive if one is prepared to hold for long term 3 to 5 years. Can consider for your kids' investment. Malaysian's version of Nestle in the making.

Posted by kiasuinvestor > 2016-05-06 22:47 | Report Abuse

convenience store is not suitable for malaysia. if malaysian want to buy thing they will drive to hypemarket to buy much more convenience. i go to the nearest 7-11 is about 5min drive i go to aeon also about 5min, why i go 7-11 to spend more?? malaysia convenience store isnt convenience at all. hypemarket is more convenience than convenience store.

Posted by Aero1 > 2016-05-12 21:16 | Report Abuse

Positive about this venture with Family Mart. But still too rich a valuation. Waiting for right time!

Posted by Aero1 > 2016-05-12 21:19 | Report Abuse

Malaysian age profile is average 27. Spending with convenient and style is the way forward.

Posted by skyz > 2016-05-31 09:48 | Report Abuse

I am a few years above the so called average age profile. I forgot when was the last time I stop by a convenience shop to buy something. Probably end of last year, that was because it was middle of the nite (all shopping complex closed) and I wanted some extra few cans of beer. Else, I wouldn't pay 20% extra for the same item I can get elsewhere

Posted by Melvin G > 2016-05-31 11:05 | Report Abuse

it depends, for me to wait for the long queue in hypermarket, i rather go convenience store. Like 99 speedmart, good price and fast.

Posted by iloveshare128 > 2016-07-04 09:37 | Report Abuse

yes, Family Mart is coming to town... i hate 7-11 so much due to their expensive pricing and based on my experience travelling in Thailand (a lot of Family Mart convenience stores there), Family Mart is way cheaper than 7-11... Vincent Tan, I hope your 7-11 will go bankrupt on day... haha...

Posted by iloveshare128 > 2016-07-04 09:38 | Report Abuse

Melvin has got a point there... 00 speedmart is cheap and a lot of time even cheaper than Giant, Tesco, etc...

Posted by iloveshare128 > 2016-07-04 09:38 | Report Abuse

typo.. should be 99 Speedmart

Posted by iloveshare128 > 2016-08-17 13:15 | Report Abuse

nice analysis... yeah, i agree that family mart will not contribute significantly to QL in near term, due to the gestation period for the first few years... but in long run, it can bring positive impact to the group... i am still holding the shares tight and won't be selling any as I foresee that the growth is steady and promising....

Posted by yzzl91 > 2016-11-11 14:45 | Report Abuse

first Family Mart opened in KL, concept seems good!

Posted by federerphong > 2016-11-12 09:50 | Report Abuse

ya , i still hold the share

Posted by Dolly_Chai > 2016-12-07 14:09 | Report Abuse

family mart will be the 3rd turbo engine for QL after its marine product and integrated livestock products... but in short term (gestation period), earning may not be too much. for mid to long term, it will definitely boost the revenue and profit... so i decided to still keep my QL shares...

Posted by Dolly_Chai > 2017-01-12 09:54 | Report Abuse

QL is an eagerly expanding company with growing top and bottom lines for more than 10 years...

recently the expanded more in Indonesia for their breeding farming business:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5289593

great!

Posted by Dolly_Chai > 2017-02-10 12:45 | Report Abuse

i am anticipating a much better quarterly result ahead.. let's see

Posted by Dolly_Chai > 2017-02-13 16:19 | Report Abuse

wow... today up a lot.. good results ahead?? hmm....

Posted by Killer > 2017-02-28 17:49 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5352033

Posted by Killer > 2017-02-28 18:06 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5351685

Posted by GoodCompanies > 2017-03-20 08:54 | Report Abuse

Wahh..really good news for shareholders...what is the event? Anyone knows

Posted by Stock Kingdom > 2017-04-17 15:59 | Report Abuse

Bonus issue 3 for 10 & special dividend 3 cents

Posted by hugopua > 2017-04-18 21:12 | Report Abuse

@Stock Kingdom. When QL will announce the Bonus issue? They propose at end of Feb 2017 but no news till now.

Posted by haha888 > 2017-05-16 17:10 | Report Abuse

We refer to the announcements dated 28 February 2017 and 27 April 2017 in relation to the Proposed Bonus Issue. Unless otherwise defined, the definitions set out in the previous announcements shall apply herein.

On behalf of the Board, RHB Investment Bank wishes to announce that Bursa Securities had vide its letter dated 9 May 2017, resolved to approve the listing of and quotation for 374,408,829 Bonus Shares to be issued pursuant to the Proposed Bonus Issue subject to the following conditions:-

QL and RHB Investment Bank must fully comply with the relevant provisions under the Main Market Listing Requirements of Bursa Securities (“Listing Requirements”) pertaining to the implementation of the Proposed Bonus Issue;
QL and RHB Investment Bank to inform Bursa Securities upon the completion of the Proposed Bonus Issue;
QL to furnish Bursa Securities with a written confirmation of its compliance with the terms and conditions of Bursa Securities’ approval once the Proposed Bonus Issue is completed; and
QL and RHB Investment Bank are required to make the relevant announcements pursuant to Paragraphs 6.35(2)(a) & (b) and 6.35(4) of the Listing Requirements.

see http://www.malaysiastock.biz/Company-Announcement.aspx?id=971698

Posted by Killer > 2017-05-17 12:17 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/05/17/analyst-reports/

Posted by shpg22 > 2017-08-12 10:14 | Report Abuse

http://www.thestar.com.my/news/world/2017/08/12/contaminated-eggs-scandal-spreads-from-europe-to-asia/

Posted by shpg22 > 2017-08-24 20:58 | Report Abuse

With all the expansion news and new business venture, QL 3 Years CAGR growth had nearly grind to a halt. With market expectation so high (PE 30+), just wondering when the news going to turn into reality.

Posted by omightycap > 2017-08-25 10:44 | Report Abuse

We are not that satisfied with this quarter's report but chose to remain invested. This is one of our high conviction counter for the long term.

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/866201146876887/?type=3&permPage=1

Posted by Killer > 2017-08-25 17:56 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5527177

Posted by GoodCompanies > 2017-09-19 09:46 | Report Abuse

I decided to sell all of my shares. I think moving forward, QL margin will be squeezed. Competition is very heavy and they are attempting to move further downstream, which is even more congested.

Posted by Tanleechoo > 2017-11-15 23:40 | Report Abuse

Remain strong

Posted by AsiaEquityResearch > 2017-11-21 11:39 | Report Abuse

https://klse.i3investor.com/blogs/asiaequityresearch/138207.jsp

Posted by Kevin Khoo > 2017-11-22 22:32 | Report Abuse

https://www.facebook.com/KLSELION/photos/a.854214074738461.1073741829.848454415314427/871587103001158/?type=3&theater

Posted by Vessel Neeyong > 2017-11-27 17:47 | Report Abuse

good QR, steady grow, cheer!

Posted by Avangelice > 2017-12-05 14:35 | Report Abuse

anyone entering?

Posted by Lownet2323 > 2017-12-05 22:20 | Report Abuse

I am ql fan. Constantly buy yearly.

Posted by xjteh > 2017-12-06 16:44 | Report Abuse

already in for long ago, just waiting for it to double from now

Posted by Avangelice > 2017-12-07 12:26 | Report Abuse

entered at 4.3 yesterday with many of my stock friends scolding me for being stupid. buying a over valued stock.

Posted by Lownet2323 > 2017-12-08 07:20 | Report Abuse

Ql is always over-value because revenue and net profit grow for 18 consecutive years. If you decide not to eat eggs for one year, then

Posted by Lownet2323 > 2017-12-08 07:20 | Report Abuse

You sell ql that year or just keep it.

Posted by Avangelice > 2017-12-08 10:40 | Report Abuse

I'm keeping it. made a lost in hevea (24%) and ran to QL for long term keeping

Posted by Tanleechoo > 2017-12-14 18:54 | Report Abuse

This is the only stock I keep for the last 7 yrs .. High PE but good mgt n business model ..
I will continue to buy on weakness

Posted by Lownet2323 > 2017-12-15 17:51 | Report Abuse

Tencent Hong Kong is high Pe. The share price keeps going up. I have held the counter for years. Consistently top up yearly on my son's birthday.

Posted by Lownet2323 > 2017-12-15 17:51 | Report Abuse

I meant ql for years.

Posted by Lownet2323 > 2017-12-15 17:52 | Report Abuse

Pe is only for speculator to use. As long as revenue keeps going up. Keep.

Posted by Lownet2323 > 2017-12-15 17:54 | Report Abuse

Very consistent 5-30% return. Won't get rich overnight if you buy this counter. This counter is for an old man like me.

Posted by Tanleechoo > 2017-12-16 18:58 | Report Abuse

Agreed ! 2020 is QL 20 yrs listing ! 2010 QL also reward shareholders with bonus 1 for 5... Not much worry to keep QL

Posted by shpg22 > 2017-12-20 01:53 | Report Abuse

Both its growth (~10% CAGR) and dividend yield (1.29%) does not justified for such a high valuation at 34x PE.

Posted by Tanleechoo > 2017-12-20 21:52 | Report Abuse

Market prepare to give QL high PE like Hartalega ... As they are market leader in their respective field..
nestle also v high PE... PE Refelct future growth n trust in top mgt of the co..

Posted by Lownet2323 > 2017-12-20 22:04 | Report Abuse

Normally, I won't focus on Pe too much. Pe is an indicator only. Tencent has high Pe but the counter keeps breaking records. Nestle has

Posted by Lownet2323 > 2017-12-20 22:05 | Report Abuse

Nestle has high Pe but keep breaking records.