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

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

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

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

Nobody can win QL. Fly to RM10 for sure

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

Gained 5% a day in such market condition. Amazing

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 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-likely-increase-after-feb-4

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

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

Posted by MiaoMiao7 > 2022-02-09 22:56 | Report Abuse

https://www.theedgemarkets.com/article/govt-agrees-subsidise-60-sen-kg-chickens-5-sen-egg-poultry-farmers

Posted by Sslee > 2022-02-26 17:23 | 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 LongTermInvestor8 > 2022-03-07 19:41 | 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.

Posted by OldWiseMan100 > 2022-04-09 11:00 | 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/controlled-price-of-chicken-is-too-low-says-trade-group/

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.

Posted by stockraider > 2022-04-09 12:34 | 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 > 2022-04-09 13:36 | Report Abuse

stockraider, what stock do you recommend?

Posted by InsiderShark > 2022-04-15 10:26 | 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 > 2022-04-17 10:44 | 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 > 2022-04-25 19:04 | Report Abuse

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

Posted by Calvin882 > 2022-05-06 17:32 | 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 Calvin882 > 2022-05-19 16:13 | 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 > 2022-05-19 21:59 | 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 > 2022-05-20 13:32 | Report Abuse

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

Posted by theonestock > 2022-05-20 13:32 | Report Abuse

QL is good.... Can go further ?

Posted by dragon328 > 2022-05-24 11:15 | 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-h1623391222-AEON_Bhd_is_the_best_Recovery_Play_with_a_potential_RM3_00_Dividend_Win

Posted by theonestock > 2022-05-24 16:13 | Report Abuse

Both is value, but QL profit margin is higher

Posted by InsiderShark > 2022-05-30 11:56 | Report Abuse

entering KLCI30?

Posted by theonestock > 2022-06-01 13:47 | Report Abuse

Good management lead the company to better future.

Posted by James Ng > 2022-07-16 21:58 | Report Abuse

[转贴] [Video:浅谈QL RESOURCES BERHAD, QL, 7084] - James的股票投资James Share Investing
https://klse.i3investor.com/web/blog/detail/general/2022-07-16-story-h1626189497

Posted by Michael Kwok > 2022-08-26 23:32 | Report Abuse

No ong.downgrade below rm 4.
Price rm 5.10.
26 august 2022.
11.32 pm.

Posted by BatteriesNotIncluded > 2022-08-29 18:39 | Report Abuse

this quarter Revenue and NP consider all time high, 31-Mar-2021 quarter there was a one off gain from Boilermech. not bad. somemore this quarter April to June is the lowest average seasonal earnings. October to December is the highest.

Posted by BatteriesNotIncluded > 2022-08-29 20:22 | Report Abuse

Have you factor in the 2020 bonus issue for the EPS?

Posted by BatteriesNotIncluded > 2022-08-29 21:52 | Report Abuse

I see, glad that you did. I invested in QL 100 years ago.

Posted by WongGK92 > 2022-09-06 13:21 | Report Abuse

Don't mind EPF disposed recently. QL is still fundamentally strong company

Posted by WongGK92 > 2022-09-08 17:15 | Report Abuse

Finally break RM5. Yesla

Posted by WongGK92 > 2022-09-13 13:07 | Report Abuse

Share price is seemed unaffected by the disposal of EPF. Very good

Posted by WongGK92 > 2022-09-20 12:11 | Report Abuse

It still moves above RM5 despite EPF disposed. Strong, QL

Posted by WongGK92 > 2022-09-30 15:04 | Report Abuse

wow. EPF had been disposing continuously but QL still staying strong

Posted by chon99 > 2022-10-10 14:19 | Report Abuse

https://www.businesstoday.com.my/2022/10/08/budget-2023-stengthens-the-national-food-security-agenda/

Posted by chon99 > 2022-10-10 14:21 | Report Abuse

Notice the BUSINESS TODAY's comments on food industries and food security in Malaysia.

Then you will know better as how important is food industries to Malaysia.

Posted by chon99 > 2022-10-13 18:23 | Report Abuse

Hope the Budget 2023 Malaysia's emphasis on food security has a widespread positive effects on :

1) all consumer products and services

2) Food and Beverages
Inclusive of lower liners.

Posted by chon99 > 2022-10-14 07:16 | Report Abuse

Happy morning everyone

Good news

Dow Jones up by more than 800 points yesterday

Posted by WongGK92 > 2022-10-18 07:28 | Report Abuse

Quite steady this counter. Still stand strong at RM5 something

Posted by WongGK92 > 2022-10-26 08:54 | Report Abuse

Strong QL. niceee

Posted by InsiderShark > 2022-11-01 16:42 | Report Abuse

https://www.malaymail.com/news/malaysia/2022/11/01/egg-subsidy-up-two-sen-effective-today-says-annuar-musa/36774

Posted by WongGK92 > 2022-11-03 09:09 | Report Abuse

Better than Fy2023Q1 results will be presented for the upcoming results I guess

Posted by WongGK92 > 2022-11-08 09:20 | Report Abuse

Don't know if it will drop before the result is out...

Posted by OldWiseMan100 > 2022-12-04 01:32 | Report Abuse

@i3lurker

What are you trying to say? QL eggs is in high demand thus many bought it as their first choice or QL stopped selling eggs in these outlet?