Posted by anbz > 2013-10-15 00:14 | Report Abuse

is this true ong chong? fuh hebat..tapi sekarang hebat lagi ke?

Posted by Aero1 > 2013-10-16 09:36 | Report Abuse

just .. if you believe in QL business model .. before 2010 was teenager after year 2010 is adult .. more wisdom to go a long way. do not undermine what a brand can do and replication of its successful operations in malaysia and indonesia to somewhere else like indo-china and china ..

Posted by lkf0512 > 2013-10-23 10:43 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1439741

Posted by lkf0512 > 2013-10-28 14:16 | Report Abuse

I want to see RM4 :D

Posted by Aero1 > 2013-10-28 14:59 | Report Abuse

lkfo512 me too .. great counter .. resilient model .. great growth potential

Posted by lkf0512 > 2013-11-07 19:58 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1454261

Posted by Aero1 > 2013-11-08 09:35 | Report Abuse

What is the RI price?

Posted by lkf0512 > 2013-11-08 14:21 | Report Abuse

Tentatively RM1.80

Posted by L. C. Chong > 2013-11-15 07:20 | Report Abuse

QL Analysis – http://lcchong.wordpress.com/2013/11/15/qlfundamental-analysis-15-nov-2013/

Posted by ipomember > 2013-11-24 21:30 | Report Abuse

nobody notices this share? it has been going up steadily throughout the year. hehe

Posted by L. C. Chong > 2013-11-28 17:39 | Report Abuse

QL Analysis – http://lcchong.wordpress.com/2013/11/28/qlfundamental-analysis-28-nov-2013/

Posted by ktjaven > 2013-12-04 22:53 | Report Abuse

why did price drop despite of the forthcoming bonus issue???

Posted by rlch > 2013-12-05 21:07 | Report Abuse

If you like poultry stock please take a look at PW which is going to give 5sen dividend at less than one fifth QL price.

Posted by thesteward > 2013-12-05 21:55 | Report Abuse

Bonus issue? Thought it was a proposed rights issue w bonus right?

Posted by Huangbk72 > 2013-12-06 12:06 | Report Abuse

This is not a poultry stock unlike PW. They started with business in fishing industry, feed industry and later diversified into palm plantation and poultry.

Main contribution comes from Fishing and Feed industry. Tightly owned by Chia family members.

Posted by stockcrazy > 2014-01-03 17:31 | Report Abuse

QL and Kossan closed same price at RM 4.10...
So guy what do you think, buy Kossan or QL? Thanks.

Posted by Aero1 > 2014-01-12 11:14 | Report Abuse

Good buy the rights issues. 40% discount to the TEAP.

Posted by Aero1 > 2014-01-12 11:49 | Report Abuse

Marine-products and Livestock farming are doing well. QL is replicating these businesses elsewhere. Barrier to entry is high.
QL has a new marine product - Shrimp farming. And the management believes it is a sustainable business venture. Phase 1 - 250 acres (100 ponds) to be completed by first quarter of 2015. Out of this, initial 50 acres (20 ponds) will commence operations in 2014.

Posted by Aero1 > 2014-01-12 12:32 | Report Abuse

QL has 1,200 mature ha palm oil plantation in Sabah and 15,000 (20,000 ha 75%) ha in eastern Kalimantan. Mature 4,000 ha in FY2013 will increase to 6,000 ha in FY2014. Not very sure about this ..its website claims Kalimantan planted area of 9,500 ha.

Posted by Aero1 > 2014-01-12 16:24 | Report Abuse

How nice everywhere to read in the circular.. the businesses are operating at near to full or at full capacity. The rights proceeds will provide QL with a stronger footing for future expansion. And this expansion is likely to take place in a faster pace, generate greater synergies and higher profits.

... the Board says their businesses will continue to flourish and the Group will further benefit as and when its future plan are realised.

Posted by Aero1 > 2014-01-12 16:47 | Report Abuse

http://myinvestingnotes.blogspot.com/2014/01/my-equity-bond-nestle.html
I do not own share in Nestle so I go for QL.
Has QL got what it takes to become a notable company in the consumer sector?
What is sure is it takes many years ..

Posted by Aero1 > 2014-01-13 08:38 | Report Abuse

After the rights issues .. will be a new chapter to QL.
Good to see directors undertake to pump in 172 mil cash.

Posted by ray81 > 2014-01-22 14:30 | Report Abuse

why does the share dropping? anything to do with the news of bonus issuance?

Posted by Aero1 > 2014-01-22 16:08 | Report Abuse

Sold by those not interested in taking up the right issues. They may re-enter after ex-price?
But this is not a wise move ..

Posted by lkf0512 > 2014-01-24 11:18 | Report Abuse

They might think the entry price is "cheaper" after ex-rights

Posted by ganneeneh > 2014-01-25 00:25 | Report Abuse

QL Resources Bhd aims to raise a gross proceeds of up to RM299.5mil from the issuance of its 166,403,924 rights shares at RM1.80 per share.

Managing Director Chia Song Kuan said 70% or RM220mil from the gross proceeds would be used to pay bank borrowings.

Posted by Aero1 > 2014-01-27 09:04 | Report Abuse

All three segments are expected to perform in 2H ... said the MD. Marine products will be boosted by high demand and stronger USD. Livestock benefits from lower feeds cost and higher FFB output and CPO price should see oil palm segment to perform better than 1H.

Posted by Aero1 > 2014-01-27 10:09 | Report Abuse

（吉隆坡24日讯）近期令吉汇率走软，带动全利资源（QL，7084，主板消费产品股）海产加工品出口，加上综合家畜业赚幅提高，相信下半年业绩更上一层楼。

该公司董事经理谢松坤表示，气候改善，作为饲料生产原料的谷物价格回软，改善综合家畜业赚幅。

他对全利资源下半年业绩乐观；尽管传统上，下半年表现通常较上半年差，但他预计今年情况将有所不同。

“过去，进入下半年美国气候干旱，国际谷物价格因歉收而高涨，加上同期家禽业市场供应过剩，进一步压缩公司综合家畜业赚幅。”

但他相信2014财年下半年时，干旱情况尚算良好，原料供应未受严重影响，使得公司赚幅增加。

棕油业务走强

他今年股东特别大会后指出，海产加工品则因季候风影响，产量略受影响。

列席者还包括全利资源集团会计兼投资者关系主管叶明渊。

他表示，海产与综合家禽业仍是集团的最大盈利来源，各占超过40%。

在询及棕油业务时，他说，本财年上半年表现欠佳，但最后两个季度的产量及原棕油价格走高，预期获利表现也将超越上半年。

全利资源财报文件显示，2013财年的海产业务税后净利占49.7%；综合家禽业占41.6%；棕油生产业务则为8.7%。

食品安全开启中国商机

中国黑心食品消息频传，谢松坤认为，这为我国食品业者开启另一商机。

由于中国消费者对于食品安全的重要性日趋重视，全利资源也计划透过中国的生产线，扩大在该国的鱼浆产品销售。

“相较以往，中国消费者更愿意、也更有能力购买高价的鱼浆产品，他们也更充实生产业者的品牌信誉。”

他说，公司也看好该国消费成长，借此生产及销售更多类型的高价食品，市场销售反应也令人鼓舞。

全利资源旗下QL Lian Hoe（新）有限公司，在今年3月份以1880万人民币（约940万令吉），收购中国广州的中山真味食品的全数股权，开启进入中国市场的大门。

他指出，公司的出口业务增长稳健，至今出口至约30个国家。

拟筹3亿减债及投资

全利资源计划发行附加股筹资3亿令吉，筹资所得的70%将用作削减贷款，此举料可将公司的负债比例由0.77倍，减至0.39倍。

发行附加股的建议，在今日的特大里获大部分股东批准。

谢松坤表示，公司计划发行1亿6640万3924股附加股，在最好的情况下，将可筹得2亿9952万7000令吉，最低水平也可筹获1亿7322万6000令吉。

建新饲料生产厂房

“若附加股获全数认购，筹资所得的2.2亿令吉将用作偿还债务；7000万令吉将用作扩充综合家禽业、饲料生产厂房，以及海产产品业务。”

其余款项则作为营运资本与附加股活动费用。

全利资源股东通知书资料显示，截至去年10月31日，该公司银行贷款达8亿4652万令吉，在削减贷款后，预计欠款可减至6亿7450万令吉或6亿2652万令吉。

他说，在7000万令吉中，其中50%将用作扩充大马、印尼及越南的综合家禽业产能，以及在兴建新的饲料生产厂房，这个厂房建筑成本约为5000万令吉，预计在2015年财年完工。

他指出，另外的50%，则将用作发展国内的养虾业务。

Posted by ray81 > 2014-01-27 15:24 | Report Abuse

seems not many people will interested on the right issue.....everyone is selling???

Posted by Aero1 > 2014-01-27 16:28 | Report Abuse

QL now owns 41% Boilermech up from 38% ..
Soon QL will have another business in its segment reporting.

Posted by Aero1 > 2014-01-28 10:14 | Report Abuse

Ten year ago in 2003, QL's net profit margin was 3% from revenue of RM700 mil. Ten years after, QL's net profit margin double to 6% on the back of 3-fold increase in revenue to RM2.1 bil. It only shows the business model of QL is feasible and sustainable.
Anyone wishes to predict next 5 years?

Posted by Aero1 > 2014-02-03 17:34 | Report Abuse

This makes sense ..

全利资源发附加股获支持

我们花一些篇幅来介绍一下全利资源近来的企业活动，将来有机会再分析其公司历来为股东制造了价值的威水史。

全利资源在1月24日的股东特大，刚获得股东祝福，进行红股和附加股的计划。

公司建议10送3红股，同时10配2附加股，一则奖励股东，一则做为未来拓充业务用途。

由于公司财务记录向来良好，因此获得股东一致支持。

其大股东谢氏控制公司约58%，以附加股建议价1.80令吉，需要掏出现金约1.73亿来认购，不是小数目。

这就带来另一个猜测。以大股东牢牢控制该公司，是没必要进行附加股，因为他自己必须掏出最大笔钱。

所以，全利资源上市之后从没进行过附加股，只是一直有派红股，壮大股本，巩固股权。

这一次大股东愿意拿出这一大笔钱来认购所属权利，同时对其他附加股不进行包销，为公司省下包销费用，用意十分明显，即其他股东不认购，他们也无所谓。

仅仅为减负债率？

能够让大股东乐意拿出这笔钱来投资，在通告上是说明用来减低负债。

我们不妨想想，全利资源董事是做生意的老手，对负债比率应该得心应手，为什么突然觉得要减低负债？建议背后不排除有更大的意义。

当债务降低之后，公司财务更健全，遇到收购的机会，将能更轻松的出手，把业务扩充。

与全利资源共处多年的小股东，一定可以看出端倪，不应放过一起茁壮成长的机会。

Posted by Aero1 > 2014-02-04 10:23 | Report Abuse

Ten years ago in 2003, QL's net profit margin was 3% from revenue of RM700 mil. Ten years after, QL's net profit margin doubled to 6% on the back of 3-fold increase in revenue to RM2.1 bil. It only shows the business model of QL is feasible and sustainable.
Anyone wishes to predict the next 5 years?

Nestle has revenue over RM4 bil with net profit margin 8%. QL's results in 5 years time could be in between what it acheived now and what Nestle acheived today.

Posted by Aero1 > 2014-02-05 16:21 | Report Abuse

..The management of QL Group is optimistic of the potential of the surimi-based products market in Indonesia given the improving standard of living of the country and the fact that these products are basic inexpensive food items ..qouted in the circular

Posted by Aero1 > 2014-02-06 09:38 | Report Abuse

Ex-all on Feb 12. Below RM3, will consider the opportunity to accumulate ..

Posted by pathew > 2014-02-06 09:44 | Report Abuse

how to calculate ex price based on BI and RI issued?

Posted by Aero1 > 2014-02-06 09:59 | Report Abuse

Based on RM3.95 price-fixing date, ex-all will be RM2.88. This was disclosed in the announcement. 3 core businesses are expected to perform better in 2H. Very good quality of assets ...

Posted by Aero1 > 2014-02-07 11:08 | Report Abuse

Everywhere you read in the circular .. the assets are operating at full or near full capacity. How nice a position to be in!

Posted by Aero1 > 2014-02-12 11:45 | Report Abuse

QL below RM3 level .. but will it be long?

Posted by PM WA > 2014-02-12 13:54 | Report Abuse

if buy today still can get the bonus share? or its too late? and entitle to buy tk the right issue?

Posted by tonton008 > 2014-02-14 11:12 | Report Abuse

17 feb 2017

Posted by ray81 > 2014-02-17 11:32 | Report Abuse

plantation segment impacted from sarawak CPO news?

Posted by SexC > 2014-02-17 14:00 | Report Abuse

Aero1 now far below rm 3 Buy? Wit tis Wilmar new policy wat is ur tp now ?

Posted by Aero1 > 2014-02-17 14:52 | Report Abuse

Below RM3, buy on any weakness. Your quality assets are in good hands.
Just another smear operations on the palm oil..

Posted by ray81 > 2014-02-17 14:57 | Report Abuse

see, how far it can drop at end of the day

Posted by 建盛 > 2014-02-17 22:45 | Report Abuse

when is the ex date for the OR , anyone any thought?

Posted by lkf0512 > 2014-02-18 09:50 | Report Abuse

Important Relevant Dates for Renounceable Rights :

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1529749

Posted by Aero1 > 2014-02-18 10:54 | Report Abuse

Exports of Malaysian palm oil products for Feb. 1-15 rose 27.2% to 595,125 tonnes from 467,817 tonnes shipped during Jan. 1-15, cargo surveyor Societe Generale de Surveillance said on Monday. (Reuters)

Posted by SexC > 2014-02-18 11:43 | Report Abuse

palm oil biz's contribution to total biz n profit how many %??

Posted by SexC > 2014-02-18 13:10 | Report Abuse

OMG 2.87.. go down some more or not?