Posted by WealthWizard > 2017-03-27 16:39 | Report Abuse

CAB CAKARAN: Outstanding Management & Poultry Industry (Part 2) (WealthWizard)
https://klse.i3investor.com/blogs/wealth123/119171.jsp

It is lots of information to share & I will share my profit projection in my next article, Part 3. Hope it will out by tonight. Thank you.

Posted by VenFx > 2017-03-27 16:41 | Report Abuse

Quick quick read ... thx WealthWizard sifu :)

Posted by mbs7633 > 2017-03-27 17:14 | Report Abuse

Many thanks to WealthWizard. Is there any TP in Part 3 which will release soon?

Just for sharing. :)
http://www.bursamarketplace.com/index.php?ch=research&pg=research&ac=88425&bb=90457

Posted by tftey > 2017-03-27 17:18 | Report Abuse

Thanks WealthWizard Sifu

Posted by Star8888 > 2017-03-27 17:44 | Report Abuse

Thank you very much WealthWizard Sifu.

Posted by Star8888 > 2017-03-27 17:44 | Report Abuse

CAB WA is on negative premium now and another 3 more years maturity date, very attractive.

Posted by newbull > 2017-03-27 17:47 | Report Abuse

Thanks Wealth Wizard Sifu, learn a lot from your sharing......

Posted by moneySIFU > 2017-03-27 18:42 | Report Abuse

Another great article, thank you for sharing, WealthWizard

Posted by probability > 2017-03-27 18:51 | Report Abuse

WW..better dont publish tonight. Give us more opportunity to accumulate from the weakness of market.

This is a clear visibility stock.

Posted by newbull > 2017-03-27 19:05 | Report Abuse

well said @probability,pls give us more times to accumulate, LOL

Posted by VenFx > 2017-03-27 19:06 | Report Abuse

Hehe, any sifus noticed above ads ?
MORE HACTHABLE EGGS

What a coincidence or sign to ...

Posted by newbb > 2017-03-27 19:13 | Report Abuse

harga ayam fluctuate one, festive season like cny of course high.

Posted by IamGoogle > 2017-03-27 19:17 | Report Abuse

WealthWizard always trying his best wanting us to know the business & external factors that may affect the business, at least we can monitor ourselves on the changes in those factors & know how to react.

Hope to see more sharing from WealthWizard. thank you very much.

Posted by Umbrella92 > 2017-03-27 19:17 | Report Abuse

An impressive article. You have basically pointed out the highlight of this industry. Good job

Posted by lizi > 2017-03-27 19:21 | Report Abuse

superb write up, indeed a very undervalue gem, another ekovest.

Posted by WealthWizard > 2017-03-27 19:31 | Report Abuse

Thank you for your kind comments.

I hope to share a company that is defensive in nature (basic food business) & yet possess potential & capacity to grow.

Posted by VenFx > 2017-03-27 19:33 | Report Abuse

Wow, that's the great part of Wealth Wizard sifu .

Posted by Ramada > 2017-03-27 19:38 | Report Abuse

CAB-WA price premium -1% and maturity date on 08 Feb 2020, still has 3 years to run. Looks like son more attractive than mother.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=7174WA

Posted by 明天会更好 > 2017-03-27 19:45 | Report Abuse

简单易懂，谢谢

Posted by musangfoxking > 2017-03-27 19:49 | Report Abuse

1047 days to maturity!Quik Quik buy warrant!!!

Posted by mamatede > 2017-03-27 19:52 | Report Abuse

Talking with facts rather that assumptions, i suka sifu WealthWizard

Posted by 明天会更好 > 2017-03-27 19:54 | Report Abuse

今天读星洲投资致富里头有关CAB的报道，感觉就像看新闻罢了。WealthWizard写的这篇文章的深度和广度更出色。期待接下来的文章。

Posted by Ramada > 2017-03-27 19:56 | Report Abuse

Buy warrants better, seriously.

Posted by Star8888 > 2017-03-27 20:51 | Report Abuse

Agree, buy warrant better

Posted by Star8888 > 2017-03-27 20:52 | Report Abuse

Big like to WealthWizard Sifu. Salute.

Posted by IamGoogle > 2017-03-27 21:50 | Report Abuse

In the article & on No.5. CAB & other competitors, CAB has outpaced others in terms of revenue & improvement in profit margin

Posted by IamGoogle > 2017-03-27 21:51 | Report Abuse

The stock to sales ratio is just unbelivably low, it means the operations are running very efficient & effective.

Posted by IamGoogle > 2017-03-27 21:52 | Report Abuse

Debts collection is also very good, it's only about 1.3 months period, it means the company has done very well in credit control.

Posted by IamGoogle > 2017-03-27 21:54 | Report Abuse

ROE is also improving & the latest 4Q was about 15%

Posted by IamGoogle > 2017-03-27 21:55 | Report Abuse

Assets & loans increased but ROE improved, I agreed to statement by WealthWizard:

"every ringgit reinvested brought greater return over time"

Posted by IamGoogle > 2017-03-27 21:59 | Report Abuse

I am curious on the stagnant production growth for the past few years.

The management has said that acquisition of poultry farms from Farm's Best will give increase 30% production for CAB, it is very interesting.

Posted by moneySIFU > 2017-03-27 22:05 | Report Abuse

Good observation & reading, IamGoogle.

Posted by moneySIFU > 2017-03-27 22:07 | Report Abuse

Defensive & yet good potential, thumbs up to WealthWizard!

-----------------------------
WealthWizard
I hope to share a company that is defensive in nature (basic food business) & yet possess potential & capacity to grow.
27/03/2017 19:31

Posted by stockmanmy > 2017-03-27 22:08 | Report Abuse

the wealth guy started a run on steel counters last year.

the same wealth guy to start a run on poultry farms by his efforts ?

Posted by 张天师买股票 > 2017-03-27 22:09 | Report Abuse

好文章，赞！！！

Posted by 张天师买股票 > 2017-03-27 22:12 | Report Abuse

以事实说话，买跟不买，自己决定。

几时卖，几时买，我自己决定，与人无忧。

全部事实摆在眼前，自己做功课，自己跟进，我自己负责。

Posted by 张天师买股票 > 2017-03-27 22:15 | Report Abuse

早上太阳猛烈，有人说是晒衣服好日子。

如果中午天开始黑了，难道自己眼睛看不到吗？自己不把衣服收起来，反而去怪哉别人？

Posted by 张天师买股票 > 2017-03-27 22:19 | Report Abuse

我不需要谣言，也不需要似是而非和歪瓜裂枣式的投资论调， 我需要更多的事实和资讯来源来做投资决定，就是这么简单！

Posted by Stock Kingdom > 2017-03-27 22:23 | Report Abuse

Finally part 2, thank you, wealthwizard sifu! Look forward to read part 3.

Posted by SuperMan 99 > 2017-03-27 22:27 | Report Abuse

Very informative article, well done again, WealthWizard.

Posted by SeeSky > 2017-03-27 22:31 | Report Abuse

WealthWizard, what is the impact of bird flu (H5N1) epidemic to CAB if it cannot be contained within Kelantan?

Posted by Insider News > 2017-03-27 22:32 | Report Abuse

Good article

Posted by VenFx > 2017-03-27 22:36 | Report Abuse

SeeSky, CAB's farming 擦用 封闭式 的 操作规程。
Poultry 进入了一个 弱淘强存 的分界了。

Posted by SeeSky > 2017-03-27 22:50 | Report Abuse

VenFx, thanks for your response but my question is more toward what is the impact to consumer confidence to eat poultry if H5N1 become big issue. Does it impact the revenue/profit of CAB?

Posted by VenFx > 2017-03-27 22:55 | Report Abuse

那就 随意而安 吧
管理好 风险 就行了

Posted by Equityengineer > 2017-03-27 22:56 | Report Abuse

Chicken Feed is the highest in the broiler. Hopefully higher chicken prices and and higher demand already can cover this expenses.

Posted by myinvesting > 2017-03-28 00:16 | Report Abuse

Well written!

Posted by supersaiyan3 > 2017-03-28 05:17 | Report Abuse

No mood to read yet, but well written, keep it up.

Feed prices has been increasing in the last few months. But it doesn't matter.

In Abdullah's time, farmers were given subsidy to prevent price hike. Najib cancelled it (along with every other subsidies and charge everyone 6% instead, how sad). Now farmers are charged with 6% extra for feed. Most smaller farmers are dead. Plus Thailand has problems (no water, no raw material) these few years (and getting severe), so less/no smuggling.

Anyway, we are seeing consolidation in the chicken market is done, and it is a producer's market now.

Those who spotted CAB are really champions, congratulations! You read the market with numbers. Geng!

見微知著！

Posted by celionneoh > 2017-03-28 08:25 | Report Abuse

Rome doesn't built overnight! The new emerging of CAB had taken place since the past several years.

Aiming for.....new historical upside !

Posted by tecpower > 2017-03-28 18:48 | Report Abuse

Lay Hong is good as well.