Posted by Bgt 9963 > 2021-07-25 09:21 |

Post removed.Why?

Posted by jinxstock20 > 2021-07-27 10:10 | Report Abuse

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%90%E7%8B%AC%E5%AE%B6%E3%80%91%E4%BB%B7%E5%80%BC%E8%BF%91200%E4%B8%87%E8%82%A1%E7%A5%A8%E7%A4%BC%E7%89%A9-%E5%85%A8%E5%88%A9%E8%91%A3%E4%BA%8B%E8%B5%A0%E8%82%A1%E5%84%BF%E5%AD%90%E5%BC%95%E7%83%AD%E8%AE%AE?fbclid=IwAR0GsRroRHNzrAYXUQRGVJC7jhfqhP_L1J_Dwlu0CYJqGajp2t8qLC6WCt8

Posted by wallstreetrookie > 2021-08-25 18:54 | Report Abuse

QL Resources downgrade to underweight. Tight margins despite rising consumer poultry prices. Not optimistic on the consumer retail business (Family Mart) due to the high competition within the industry [MyNews, 7-Eleven]. Long term price target: RM4.5

Posted by Mr.Sm Invest123 > 2021-08-25 20:04 | Report Abuse

GG

Posted by DannyArcher > 2021-08-26 13:12 | Report Abuse

CIMB has a warrant on QL for RM6, but have this positive thing to say with a low TP of RM4.9

Quote:"Going forward, we expect QL to post stronger qoq results from 2QFY22F onwards. This is
thanks to better consumer demand post-lifting of lockdown measures, leading to: i) better
overall poultry prices, ii) higher economies of scale, and iii) better contribution from its
Family Mart business. We also expect better results from MPM, thanks to higher fish
landing and sales of surimi-based products."

I dont even know what are they trying to say. Well, we know going forward the qr will be better as the economy opens up. duh!

Posted by Philip ( buy what you understand) > 2021-08-26 17:19 | Report Abuse

and that is why you are a rookie.

>>>>>>>

wallstreetrookie No longer a good long term investment. All the medium term catalysts have been used up. Moreover, retail F&B is a dying business and the poultry industry is getting more and more competitive and crowded
23/06/2021 10:13 PM

Posted by wallstreetrookie > 2021-08-26 17:20 | Report Abuse

Why? Short this company

Posted by kpowersohai > 2021-08-26 23:58 | Report Abuse

have to agree with wallstreetrookie, tp should be below rm5, above rm5 is way too overvalued. sold all my holdings when the price shoot up 2 days ago. waiting to collect when the price is right.

Posted by MiaoMiao7 > 2021-09-02 23:23 | Report Abuse

https://www.facebook.com/FamilyMartMY/posts/4310000112417988

Posted by MiaoMiao7 > 2021-09-07 16:31 | Report Abuse

https://www.theedgemarkets.com/article/chicken-price-hikes-ruffle-feathers-terengganu

Posted by MiaoMiao7 > 2021-09-17 20:04 | Report Abuse

https://www.thestar.com.my/news/nation/2021/09/17/chicken-prices-may-be-controlled-if-increase-continues-says-linggi

Posted by MiaoMiao7 > 2021-09-17 23:08 | Report Abuse

https://www.tnp.sg/news/singapore/chicken-prices-may-rise-amid-growing-feed-prices-malaysia

Posted by OldWiseMan100 > 2021-09-24 17:44 | Report Abuse

Soy price dropping, but palm oil price remains high. means chicken feed price will drop while their palm oil profit remains high.

Posted by beso > 2021-10-05 19:29 | Report Abuse

proven again when the uptrend has ended no matter how solid how good the company is also useless, share price plummeted too, even down for another 100 sen also no surprise. lol

Posted by wallstreetrookie > 2021-10-07 08:13 | Report Abuse

QL Resources Maintain Underweight

Posted by OldWiseMan100 > 2021-10-07 22:31 | Report Abuse

When many people are about to give up a good company, I know it is time to buy.

Posted by wallstreetrookie > 2021-10-13 11:59 | Report Abuse

High inflation environment, gradual rise in raw material prices. Strong SELL.

Long term price target (adjusted): RM3.00

Posted by Raiz368 > 2021-10-20 23:20 | Report Abuse

Revenue and profit will drop for next QR

Posted by ViWizard > 2021-10-22 12:10 | Report Abuse

family mart sudah buka banyak
goreng la

Posted by Philip ( buy what you understand) > 2021-10-29 13:16 | Report Abuse

How did you derive rm3?

>>>>>


wallstreetrookie High inflation environment, gradual rise in raw material prices. Strong SELL.

Long term price target (adjusted): RM3.00

Posted by Sslee > 2021-10-30 17:21 | Report Abuse

Will CU eat into QL familymart market share?
By the way QL will never grow like CP of Thailand due to Malaysia Bumiputra agenda.

Posted by bursamalaysia1985 > 2021-10-30 17:32 |

Post removed.Why?

Posted by Sslee > 2021-10-31 08:20 | Report Abuse

Maintain HOLD with unchanged TP of RM5.73 based on 50x PE multiple of FY23 EPS. We opine QL’s current risk reward profile to be fair while its rich valuation is justified by its status as a key consumer staple.

If based on 25x PE then TP is RM 2.86.

Posted by investmalaysia7777 > 2021-11-02 10:10 | Report Abuse

CU?? hahahaha forget about it la. cannot compete with family mart la

Posted by investmalaysia7777 > 2021-11-02 10:11 | Report Abuse

Family mart is expanding throughout Malaysia. huge market

Posted by ViWizard > 2021-11-03 09:19 | Report Abuse

wow sslee tp 2.86? haha

Posted by Gkhan > 2021-11-05 14:43 | Report Abuse

getting lower

Posted by RainT > 2021-11-08 16:07 | Report Abuse

down more please

now still consider too expensive

Posted by Investmalaysiaa > 2021-11-08 22:19 | Report Abuse

RM4 only consider cheap?

Posted by InsiderShark > 2021-11-09 12:03 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2021/11/09/mydin-boss-sounds-alarm-over-rising-chicken-prices/

Posted by Karlos > 2021-11-10 09:00 | Report Abuse

Syabas to FamilyMart and QLR for giving employment to locals instead of getting "cheap" foreign labour like many other local companies. We should support such companies that invest here to provide employment to Malaysians not just to exploit cheap labour and some companies had learnt recently that so called cheap labour have unwanted ramifications.

Posted by wallstreetrookie > 2021-11-10 13:14 | Report Abuse

QL Resources Berhad to report quarterly earnings late November.

EPS Estimate: 2.50

Posted by wallstreetrookie > 2021-11-10 13:14 | Report Abuse

Sell-off before earnings

Posted by InsiderShark > 2021-11-10 15:58 | Report Abuse

This coming quarter report wont be very good, what to look out for is next quarter report, where MCO was relaxed and ended. This is where the true value lies in.

Posted by Sslee > 2021-11-11 09:26 | Report Abuse

Market Cap: 11,755 Million
NOSH: 2,434 Million
Avg Volume (4 weeks): 588,533
4 Weeks Range: 4.83 - 5.40
52 Weeks Range: 4.83 - 6.57

Is QL worth 11,755 million?
52 Weeks Range: 4.83 - 6.57.
How much lower can it go in order to reach a fair value?
Your guess is as good as mine.

Posted by investmalaysia7777 > 2021-11-24 11:01 | Report Abuse

烂臭股 hahahah

Posted by Sslee > 2021-11-25 08:24 | Report Abuse

Good morning i3lurker,
Philip has below to say abt QL:

Posted by Philip ( buy what you understand) > Nov 22, 2021 9:06 PM | Report Abuse

Just because you value ql overpriced at 11 billion doesn't mean everyone bought ql at 11 billion. Once upon a time ql was a 500 million company which today giving out 57 million in earnings.

Those who bought ql when it was worth 600 million have a far longer term view than you do.

Posted by troy88 > 2021-11-25 17:12 | Report Abuse

Wow, the once solid performer QL has become like Dutch Lady. Former great stock that has fallen from grace.

Posted by pang72 > 2021-11-26 00:43 | Report Abuse

Look alike Ata share price?

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.

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 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.

Posted by OldWiseMan100 > 2021-12-01 15:17 | Report Abuse

wait... I think I only quoted 1 quarter of MPM results. Thus, the MPM subsidiaries most probably will have cukai makmur tax imposed on them. The other 2 dont.

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 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 ??

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

family mart will continue to expand

it is the future growth driver

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

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

Posted by RainT > 2021-12-30 16:43 | Report Abuse

QL growth in sales n profit seem to good to be true

will it be like Serba dynamic , show good growth in sales n profit

but turn out to be fake one

hahaha