QL RESOURCES BHD

KLSE (MYR): QL (7084)

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Last Price

5.54

Today's Change

-0.02 (0.36%)

Day's Change

5.49 - 5.60

Trading Volume

1,741,500

Financial

Financial Year 2020


Financial Year Annual Audited Account Annual Report View
Ann. Date Ann. Date
Discussions
4 people like this. Showing 50 of 2,607 comments

AnalysisParalysis16

next TOpGlove

2022-01-08 14:35

AnalysisParalysis16

buy fast

2022-01-08 14:35

AnalysisParalysis16

Dont sell

2022-01-10 09:21

AnalysisParalysis16

Hold

2022-01-10 09:21

LongTermInvestor8

.

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.

2022-01-19 23:10

supersaiyan3

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

2022-02-09 20:14

Sslee

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?

2022-02-26 17:23

LongTermInvestor8

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.

2022-03-07 19:41

OldWiseMan100

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.

2022-04-09 11:00

stockraider

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!

2022-04-09 12:34

OldWiseMan100

stockraider, what stock do you recommend?

2022-04-09 13:36

InsiderShark

PPB said got a new bread company around the corner... I know FM do make breads but doubt at this scale...

2022-04-15 10:26

LongTermInvestor8

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.

2022-04-17 10:44

theonestock

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

2022-04-25 19:04

Calvin882

Have to observe the next two qtr result to evaluate impact of inflation, rising labour cost and supply chain disruption to QL.

2022-05-06 17:32

Calvin882

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.

2022-05-19 16:13

BursaVulture

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.

2022-05-19 21:59

theonestock

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

2022-05-20 13:32

theonestock

QL is good.... Can go further ?

2022-05-20 13:32

theonestock

Both is value, but QL profit margin is higher

2022-05-24 16:13

InsiderShark

entering KLCI30?

2022-05-30 11:56

theonestock

Good management lead the company to better future.

2022-06-01 13:47

James Ng

[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

2022-07-16 21:58

Michael Kwok

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

2022-08-26 23:32

BatteriesNotIncluded

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.

2022-08-29 18:39

BatteriesNotIncluded

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

2022-08-29 20:22

BatteriesNotIncluded

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

2022-08-29 21:52

WongGK92

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

2022-09-06 13:21

WongGK92

Finally break RM5. Yesla

2022-09-08 17:15

WongGK92

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

2 months ago

WongGK92

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

2 months ago

WongGK92

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

2 months ago

chon99

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.

2 months ago

chon99

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.

1 month ago

chon99

Happy morning everyone

Good news

Dow Jones up by more than 800 points yesterday

1 month ago

WongGK92

Quite steady this counter. Still stand strong at RM5 something

1 month ago

WongGK92

Strong QL. niceee

1 month ago

WongGK92

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

1 month ago

WongGK92

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

1 month ago

OldWiseMan100

@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?

6 days ago

Sslee

Most likely i3lurker is saying QL eggs selling like hotcakes and gone in a flash

6 days ago

Sslee

Good morning i3lurker,
Pardon me if I have totally misinterpreted what you actually mean on QL eggs.

6 days ago

OldWiseMan100

and he deleted all of his comments... why? weird guy.

4 days ago

i3lurker

I deleted my comments to tell you that doing imaginary investing can also be good due to just luck only.

Whether the company sells anything or not is not important.

5 hours ago

i3lurker

sslee
please help out the lazy bum by sending out an email to QL management to confirm that eggs are still being sold in all Aeon and Jaya Grocer outlets.
You can say you intend to buy some shares, if you dun own any.

3 hours ago

i3lurker

Do it the other way round and say that you wanted to buy some QL eggs and ask them to recommend a location to buy it from.

2 hours ago

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