Posted by KC Loh > 2013-01-07 15:29 | Report Abuse

how about blast off? hehehehe

Posted by Melvin G > 2013-01-07 15:30 | Report Abuse

Better not ever excited, Later lure the bug comes!

Posted by Melvin G > 2013-01-07 15:30 | Report Abuse

over*

Posted by necro > 2013-01-07 15:31 | Report Abuse

Bg mflour serbuk penaik kompom naik lagi tu...

Posted by KC Loh > 2013-01-07 15:34 | Report Abuse

sure dont want sell half first ar Melv? hehehe

Posted by KC Loh > 2013-01-07 15:36 | Report Abuse

election weii......

Posted by Melvin G > 2013-01-07 15:37 | Report Abuse

Only cut loss not cut win leh!

Posted by KC Loh > 2013-01-07 15:38 | Report Abuse

haha... i give up! :)

Posted by Melvin G > 2013-01-07 15:40 | Report Abuse

My friend's father was working for BN now and they are having tour events campaign starting first of January. What he said was it should held after Cny because they need to let the voters have time to appreciate what they gave! (money vouchers angpao green pao)

Anyway, huat ar!

Posted by KC Loh > 2013-01-07 16:07 | Report Abuse

US appetite for risk up again. buying going on there still. Najib bidding time for market to hit exuberance before calling GE would be my guess! hence delaying tactics!

US representatives will still have to get together to bash out a budget by March remember! expect cash to flow out of US again by then! tax regime will be harsh (may lead to some expected mild contractions in economy by then) leading to funds passing by here, if not already so!

Posted by KC Loh > 2013-01-07 16:08 | Report Abuse

in saying that, not too bothered if mflour slips back to 1.2x range! buying opportunity only! hahaha

Posted by Melvin G > 2013-01-07 16:13 | Report Abuse

i think partially was already flew in. Even more funds coming in the raise will not last long.
Hmm anyway, Leave it after Cny!

Posted by KC Loh > 2013-01-07 16:21 | Report Abuse

you are right, of course: http://biz.thestar.com.my/news/story.asp?file=/2013/1/7/business/20130107121104&sec=business

Posted by yfchong > 2013-01-07 16:53 | Report Abuse

Ha Ha, now it begins to show it little shine, please contunue ti be sparkling........Worth keeping for long time,........ cheers

Posted by yfchong > 2013-01-08 10:01 | Report Abuse

Steady.......Steady......go with consistent pace to '13 marathon, wish list volume transaction can keep as per yesterday....

Posted by Melvin G > 2013-01-08 10:45 | Report Abuse

steady steady~

Posted by Melvin G > 2013-01-08 10:47 | Report Abuse

Son is much more interesting!

Posted by KC Loh > 2013-01-08 10:51 | Report Abuse

In the black, in the black hahahaha

Posted by isseymiyake > 2013-01-08 10:57 | Report Abuse

Nice..... Yes yes

Posted by KC Loh > 2013-01-08 12:53 | Report Abuse

In the words of my asam boi partner in crime, kaching...kaching ! LoL

Posted by Melvin G > 2013-01-08 17:34 | Report Abuse

Hope there will be some announcement like bonus or dividends soon. Summon mountain himalaya!

Posted by KC Loh > 2013-01-08 18:18 | Report Abuse

maybe 4Q13 only i think! but you never know about world economy! :)

Posted by KC Loh > 2013-01-08 18:21 | Report Abuse

just concentrate on capital gain first! grossly misappraised by Mr Market!

the management is putting in good money into good business! 'nuff said!

Posted by pyramidpoh > 2013-01-09 09:18 | Report Abuse

The unpredictable strong EI Nino,the coming of M'sia GE13 and other factors can affect our stock market in this year.KC Loh can you analyze for me?TQ

Posted by KC Loh > 2013-01-09 10:06 | Report Abuse

Pyramidpoh, the unpredictable weather is beyond Mflour's management to do anything. But being able to control cost and still return in the black shows they are on top of things even with current high price. If a good weather pattern can be obtain henceforth (looking at the last given report), price of wheat comes down and that's where a bigger margin of profit will be.

But speaking of that, you'll note that mflour management has said they have reached 90% of refining wheat to flour. Unless they expand their refineries (which is incidental what they are doing) ,their profitability has already reached a plateau. The 1Q shows exactly this! But market reacted to their "loss" and hence I tend to believe Mr Market has misappraised this stock and a good buying opportunity.

GE13 will affect all politically affiliated. But beyond that, we need to ask if flour usage will be affected? For me, I think not. So, again.. if the prudent management is ploughing back money into their core business for expansion purposes, isn't that what shareholders should be appreciating?

One more factor will be how much will rise be a staple diet for the booming population of ASEAN? Again the management has assess the situation and note that rice is already in shortage in Indonesia, their target market in 2014 thru JVs. Not too sure if flour is controlled price item in Vietnam or Indonesia, but if free float of market price, then these two countries by sheer number in population, represents 4x and 10x to our own in itself!

So now we go back to buffett's buying tenets!
Buy into company you can understand....check
Wonderful company for fair price .......check!
Has a inherent ability to maintain earning and remain profitable .....check
Good management .......check

Posted by KC Loh > 2013-01-09 10:08 | Report Abuse

Correction in paragraph 4. Rice instead of rise! LoL

Posted by Melvin G > 2013-01-09 11:14 | Report Abuse

Conclusion, A big toad jump anywhere on the road.

Posted by KC Loh > 2013-01-09 11:29 | Report Abuse

hopefully dont flatten by the lorry called el-nino! :)

Posted by yfchong > 2013-01-09 19:03 | Report Abuse

Pls dun go so fast wait for me to reload, to ave down..... Thks

Posted by lt12 > 2013-01-10 12:43 | Report Abuse

Stock split, right issues and warrant increased it's shares up to 1 billion. Sooner or later the PSE would decrease substantially.

Posted by euscilyn > 2013-01-10 16:43 | Report Abuse

sigh......

Posted by KC Loh > 2013-01-11 10:25 | Report Abuse

Yup, this research house has the idea the worst of el nino and la nina would have been over. Lets hopethe next four years! Hehe

Posted by KC Loh > 2013-01-11 10:26 | Report Abuse

http://klse.i3investor.com/blogs/kltrader/23416.jsp

Posted by Melvin G > 2013-01-11 10:28 | Report Abuse

Liked*

Posted by Hustle > 2013-01-11 10:33 | Report Abuse

IOI should do sky diving faster delicious...

Posted by yfchong > 2013-01-11 11:05 | Report Abuse

Bro KC Loh, the el nino and la nina is good or bad for plam oil plantation ? just want to find out. THanks

Posted by KC Loh > 2013-01-11 11:10 | Report Abuse

Bad.

Posted by Kelly Jong > 2013-01-11 11:55 | Report Abuse

Mflour, a good stock now? How much yr tp?

Posted by lt12 > 2013-01-11 14:24 | Report Abuse

Kelly Jong: dont set a tp..based on knowledge to calculate hw much its worth.

Posted by Kelly Jong > 2013-01-11 16:13 | Report Abuse

So how much it worth?

Posted by lt12 > 2013-01-11 16:19 | Report Abuse

U hv to calculate urself n ur own judgement. Dun buy overpriced.

Posted by Melvin G > 2013-01-11 16:25 | Report Abuse

Kelly: Read the previous post.
lt12: LOL! Answer like not answering! You deserved my claps!

Posted by lt12 > 2013-01-12 10:59 | Report Abuse

Melvin G: I deserved ur claps? Or slaps?

Posted by Melvin G > 2013-01-14 15:49 | Report Abuse

When will the new factory finished build up ?

Posted by lt12 > 2013-01-14 16:12 | Report Abuse

Refer to the annual report 2011 the factory had began operation last year..

Posted by KC Loh > 2013-01-14 16:23 | Report Abuse

those are Malaysia's kilang only i presume lt12?

Posted by lt12 > 2013-01-14 16:26 | Report Abuse

Yup. KC Loh.

Posted by KC Loh > 2013-01-14 16:29 | Report Abuse

i think the one you need to look at is the one in Vietnam end-2013 and the possible ones JV with Indonesian companies in 2014! that's where i believe the catalysts for price climb gonna come irrespective if bull comes or not!

management can only do so much when their capacity is already 90% production! they need to expand!

Posted by KC Loh > 2013-01-14 16:33 | Report Abuse

and also two more factories (in pasir gudang and lumut) for Malaysian market too, if not mistaken from my reading! check that out!

Posted by lt12 > 2013-01-14 16:42 | Report Abuse

In my own views the mflour management done the right things in first was they expand into foreign nation..but the working capital didn't match with the operation.