QL RESOURCES BHD
KLSE (MYR): QL (7084)
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Last Price
5.26
Today's Change
0.00 (0.00%)
Day's Change
5.24 - 5.32
Trading Volume
1,112,700
Financial
Market Cap
Market Cap
12,801 Million
NOSH
2,434 Million
Latest Quarter
Latest Quarter
31-Mar-2022 [#4]
Announcement Date
30-May-2022
Next Quarter
30-Jun-2022
Est. Ann. Date
25-Aug-2022
Est. Ann. Due Date
29-Aug-2022
QoQ | YoY
16.05% | -39.16%
T4Q Result
Revenue | NP to SH
5,247,375.000 | 217,321.000
RPS | P/RPS
215.62 Cent | 2.44
EPS | P/E | EY
8.93 Cent | 58.90 | 1.70%
DPS | DY | Payout %
3.50 Cent | 0.67% | 39.19%
NAPS | P/NAPS
1.02 | 5.16
QoQ | YoY
-17.05% | -30.21%
NP Margin | ROE
4.49% | 8.75%
F.Y. | Ann. Date
31-Mar-2022 | 30-May-2022
Latest Audited Result
Latest Audited Result
31-Mar-2021
Announcement Date
20-Aug-2021
Next Audited Result
31-Mar-2022
Est. Ann. Date
20-Aug-2022
Est. Ann. Due Date
27-Sep-2022
Annual (Unaudited)
Revenue | NP to SH
5,247,375.000 | 217,321.000
RPS | P/RPS
215.62 Cent | 2.44
EPS | P/E | EY
8.93 Cent | 58.90 | 1.70%
DPS | DY | Payout %
3.50 Cent | 0.67% | 39.19%
NAPS | P/NAPS
1.02 | 5.16
YoY
-30.21%
NP Margin | ROE
4.49% | 8.75%
F.Y. | Ann. Date
31-Mar-2022 | 30-May-2022
Annualized Result
Revenue | NP to SH
5,247,375.000 | 217,321.000
RPS | P/RPS
215.62 Cent | 2.44
EPS | P/E | EY
8.93 Cent | 58.90 | 1.70%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
10.18% | -30.21%
NP Margin | ROE
4.49% | 8.75%
F.Y. | Ann. Date
31-Mar-2022 | 30-May-2022
Business Process
| Trailing 4 Quarters | Trailing 8 Quarters | |||
|---|---|---|---|---|
| Available Quarters | 4 Quarters | 8 Quarters | ||
| Continuous Quarters Of Revenue Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Total Positive Profit Years | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Positive Profit | 4 / 4 | 100.00% | 8 / 8 | 100.00% |
| Continuous Quarters Of Profit Growth | 3 / 4 | 75.00% | 3 / 8 | 37.50% |
| Continuous Quarters Of Adjusted EPS Growth | 3 / 4 | 75.00% | 3 / 8 | 37.50% |
| Total Dividend Years | 1 / 4 | 25.00% | 2 / 8 | 25.00% |
| Continuous Quarters Of Dividend | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Continuous Quarters Of Dividend Growth | 0 / 4 | 0.00% | 0 / 8 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 1 / 4 | 25.00% | 1 / 8 | 12.50% |
| Average ROE | 2.24% | 2.87% | ||
| Average Net Profit Margin | 4.46% | 5.89% | ||
| Last 5 Financial Years | Last 10 Financial Years | |||
|---|---|---|---|---|
| Available Years | 5 Years | 10 Years | ||
| Continuous Quarters Of Revenue Growth | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Total Positive Profit Years | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Positive Profit | 5 / 5 | 100.00% | 10 / 10 | 100.00% |
| Continuous Quarters Of Profit Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted EPS Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Total Dividend Years | 5 / 5 | 100.00% | 9 / 10 | 90.00% |
| Continuous Quarters Of Dividend | 5 / 5 | 100.00% | 7 / 10 | 70.00% |
| Continuous Quarters Of Dividend Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Continuous Quarters Of Adjusted Dps Growth | 0 / 5 | 0.00% | 0 / 10 | 0.00% |
| Average ROE | 11.34% | 12.61% | ||
| Average Net Profit Margin | 6.11% | 6.49% | ||
Key Result
| T4Q | Annualized | Annual (Unaudited) | Last 10 FY Average | Last 5 FY Average | |
|---|---|---|---|---|---|
| Revenue | 5,247,375 | 5,247,375 | 5,247,375 | 3,382,797 | 4,130,153 |
| NP to SH | 217,321 | 217,321 | 217,321 | 206,205 | 238,204 |
| Dividend | 85,177 | 85,177 | 85,177 | 61,093 | 77,878 |
| Adjusted EPS | 8.93 | 8.93 | 8.93 | 8.47 | 9.79 |
| Adjusted DPS | 3.50 | 3.50 | 3.50 | 2.51 | 3.20 |
NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share
All figures in '000 unless specified.
EPS & DPS's figures in Cent.
Growth
| LQ QoQ | LQ YoY | CQ YoY | LQ vs Average of T4Q | LQ vs Average of T8Q | |
|---|---|---|---|---|---|
| Revenue | -1.98% | 13.12% | 19.98% | 4.67% | 14.17% |
| NP to Owner | 16.05% | -39.16% | -30.21% | 27.72% | 5.00% |
| Dividend | 0.00% | 0.00% | 0.00% | 300.00% | 300.00% |
| Adjusted EPS | 15.85% | -39.23% | -30.23% | 27.66% | 4.91% |
| Adjusted DPS | 0.00% | 0.00% | 0.00% | 300.00% | 300.00% |
LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year
| T4Q vs LFY | T4Q vs AL5FY | T4Q vs AL10FY | AQR vs LFY | AQR vs AL5FY | AQR vs AL10FY | LFY YoY | LFY vs AL5FY | LFY vs AL10FY | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 0.00% | 27.05% | 55.12% | 0.00% | 27.05% | 55.12% | 19.98% | 27.05% | 55.12% |
| NP to Owner | 0.00% | -8.77% | 5.39% | 0.00% | -8.77% | 5.39% | -30.21% | -8.77% | 5.39% |
| Dividend | 0.00% | 9.37% | 39.42% | 0.00% | 9.37% | 39.42% | 0.00% | 9.37% | 39.42% |
| Adjusted EPS | 0.00% | -8.77% | 5.39% | 0.00% | -8.77% | 5.39% | -30.23% | -8.77% | 5.39% |
| Adjusted DPS | 0.00% | 9.37% | 39.42% | 0.00% | 9.37% | 39.42% | 0.00% | 9.37% | 39.42% |
T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year
Discussions
4 people like this. Showing 50 of 2,598 comments
@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.
2021-11-30 18:24
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.
2021-12-01 15:17
Funds managers cut win and have migrated to technology already. Price keeps sliding until PER 20x lor.
2021-12-01 18:02
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
2021-12-13 11:52
QL always with rich valuation for last 3-4 years; how is her Family mart doing in last 5-6 months , performing well ??
2021-12-30 10:06
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
2021-12-30 16:43
@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
2022-01-02 16:48
https://klse.i3investor.com/blogs/general/2022-01-06-story-h1596607930...
[转贴] [Video:浅谈QL RESOURCES BHD, QL, 7084] - James的股票投资James Share Investing
2022-01-06 21:17
Family Mart is not properly managed and it is slowly taken over by CU et el.
2022-01-07 08:42
Bad news for consumers but good news for QL
https://www.nst.com.my/news/nation/2022/01/761139/prices-chicken-eggs-...
2022-01-07 21:26
.
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
Yeah, faster buy and don't sell, buy until it becomes penny stock and then disappears, no chance to sell soon
2022-02-08 16:45
LongTermInvestor8, well said. Only that i don't like their surimi product. Otherwise everything nice.
2022-02-09 20:14
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
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
sslee
nothing lasts forever
plus
Nothing matters very much, and few things matter at all. - Arthur Balfour
2022-03-24 19:55
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/controlle...
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.
2 months ago
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!
2 months ago
PPB said got a new bread company around the corner... I know FM do make breads but doubt at this scale...
2 months ago
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.
2 months ago
By current market sentiment, news is not longer useful to push share price.
2 months ago
Have to observe the next two qtr result to evaluate impact of inflation, rising labour cost and supply chain disruption to QL.
2 months ago
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.
1 month ago
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.
1 month ago
Recently market seem to have some small movement. All stock is slowly recovery ?
1 month ago
QR result and share price will drop further due to money laundering activities with EPF
1 month ago
QL is a resilient business but expensive. AEON is resilient but cheap
https://klse.i3investor.com/web/blog/detail/dragon328/2022-05-24-story...
1 month ago
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Post removed.Why?
2021-11-30 17:03