Posted by yfchong > 2013-03-01 15:04 | Report Abuse

Ha ha, bro KC 2 cts is good, then coming Q, maintain the profit level, during AGM declare 10cts , OK then every one happy..... NTA keeps growing n IRR as well........

Posted by Hustle > 2013-03-01 16:56 | Report Abuse

you guys don't eat too much rice,sometimes eat more tepung gandum :)

Posted by ninja > 2013-03-01 22:48 | Report Abuse

Eat tepung also must buy "MFLOUR" brand. If you buy other brands also no use.....

Posted by KC Loh > 2013-03-01 23:00 | Report Abuse

and eat chicken must be also dindings brand, not the featherless type found in kaki lima! :)

Posted by euscilyn > 2013-03-04 08:10 | Report Abuse

;)

Posted by Hustle > 2013-03-07 15:59 | Report Abuse

Bread is the major food for our ATM now :)

Posted by KC Loh > 2013-03-07 16:00 | Report Abuse

they may be having seafood there la weii.... so darn cheap there! LOL

Posted by Fat Cat Tim Buddy > 2013-03-07 16:04 | Report Abuse

bread is bad for you, what you don't know might kill you - google it!

Posted by Hustle > 2013-03-07 16:04 | Report Abuse

Black bass huh delicious :P

Posted by Melvin G > 2013-03-07 16:07 | Report Abuse

alchohol is good for you, drink more!

Posted by Fat Cat Tim Buddy > 2013-03-07 16:11 | Report Abuse

alcohol is bad for liver! moderate ( once for awhile ) still okay, but at least it is not wheat, no moderate for poison!

Posted by KC Loh > 2013-03-07 16:13 | Report Abuse

hustle, both of us are wrong. They are having rendang probably! hehehe

https://www.dropbox.com/s/8nuxwgo77m8gn66/549777_10151339139099998_629029574_n.jpg

Posted by Hustle > 2013-03-07 16:16 | Report Abuse

You are right,FGV estate must be full of BBQ cow now during the firing :)

Posted by KC Loh > 2013-03-07 16:46 | Report Abuse

must be! LOL

beef you mean? supplied by NFC? :)

Posted by Hustle > 2013-03-07 16:47 | Report Abuse

Shhh...don't be too loud...this is some haram evidence :)

Posted by KC Loh > 2013-03-07 16:49 | Report Abuse

hope they saman me! my lawyers will tear them up!

saying NFC supply is also wrong now ar? Aren't they in that business? :)

Posted by Melvin G > 2013-03-07 16:59 | Report Abuse

aiya fat cat now whatever we eat also campur campur become artificial 1. Doesnt matter =)

Posted by Fat Cat Tim Buddy > 2013-03-08 02:56 | Report Abuse

suit yourself, if you doesn't even take care of your own body, no one else will.

Posted by rlch > 2013-03-09 21:44 | Report Abuse

Past 1 month announcement for MFlour is directors acquiring shares. Share price has bottomed out?

Posted by powerwk > 2013-03-10 15:59 | Report Abuse

they have been drop for long long time... I'm also waiting some technical chart data to encourage myself to go in...

Posted by Yautakteng > 2013-03-10 16:12 | Report Abuse

DEfenddddd! You can teng..........teng ahhhh! Hahahaha

Posted by yfchong > 2013-03-11 12:57 | Report Abuse

Ha Ha i hold until xD, something i have not taste in 2012.......

Posted by powerwk > 2013-03-18 09:20 | Report Abuse

Is this a good foundamental stock? Looking at the financial report seem to be quite okay. But wonder why investor not interested.

Posted by Chengws > 2013-03-19 19:28 | Report Abuse

http://klse.i3investor.com/servlets/anpth/894165.jsp

Is this share buy back a good news?

Posted by powerwk > 2013-03-20 14:44 | Report Abuse

So this sound like a good news and plan for the company?

Posted by yfchong > 2013-03-27 16:49 | Report Abuse

Intersting again, can have a re-look....

Posted by Wong Bo Keong > 2013-04-01 16:11 | Report Abuse

corn price dropped a lot.. can look can it already?

Posted by powerwk > 2013-04-02 00:12 | Report Abuse

i think time will tell... generally still a good consumer stock as no matter what we still need to eat meehon or mee or anything that make up from flour :) just my two cents and i could be wrong.

Posted by yfchong > 2013-04-02 22:04 | Report Abuse

Bro KC Loh what is the outlook for flour prospect 2013. Thks for sharing

Posted by KC Loh > 2013-04-02 23:39 | Report Abuse

yfchong, it should still be high for the 1H13 at least. Some parts of West Asia has started to reduce price, but i believe market still cautious after last year's record prices!

in the meantime, MFlour looks like a definite bargain now after management has rewarded sharreholders with dividend. i thought it would at least be 4Q13!

Posted by KC Loh > 2013-04-02 23:40 | Report Abuse

http://dawn.com/2013/03/24/mills-cut-flour-price/

http://www.gmanetwork.com/news/story/292353/economy/business/bread-prices-to-drop-on-lower-cost-of-imported-flour

Posted by Ti Bowen > 2013-04-03 10:16 | Report Abuse

Kc : that s mean this will affect mflour revenue?

Posted by KC Loh > 2013-04-03 11:27 | Report Abuse

ThTi Bowen : wheat price not going up, that should be the main concern! Market is maintaining its price currently!

I think with its last dividend, the management is sending the message that it is still making profit despite the margin squeeze. I believe it should be getting better only in 2H13 unless another hot prolonged weather pattern appears. An investor's concern is to see if current Mflour price is a deal.

Posted by KC Loh > 2013-04-03 11:39 | Report Abuse

Somebody shared this with me

http://www.indexmundi.com/commodities/?commodity=wheat

Posted by Melvin G > 2013-04-03 16:30 | Report Abuse

Going lower is better isn't it so the cost of production is low hence profit & revenue is bigger

Posted by KC Loh > 2013-04-03 19:14 | Report Abuse

correct Melvin G

Posted by Abudance > 2013-04-03 19:33 | Report Abuse

Too much flour... Price goes down. Over supply means lower demand and therefore profits lower. So, I think reverse is true. MFlour needs new markets to expand.

Posted by Euscilyn > 2013-04-04 07:52 | Report Abuse

Abudance, Over supply ??? Lower Demand?? the price go down not because of over supply. It because of Wheat (Raw Material)price go down. Therefore, the flour pricing go down too.

Posted by Horison Khang > 2013-04-04 09:57 | Report Abuse

is it a good time to buy? or should i wait it go down , buy and wait rebound?

Posted by Euscilyn > 2013-04-04 10:27 | Report Abuse

So far the price is quite stable at 1.20~1.25. The price at 1.26~1.30 is new score right now.
Horison, you shall ask yourself looking at short or long terms. If for long term may enter now but if short we can't predict how far the price will going.

Posted by Euscilyn > 2013-04-04 10:31 | Report Abuse

For me I'm enter at 1.50 for 6~7 month ago. Although I'm lost 0.20 but I'm still believe it can go to 2.00 someday soon. Because I'm looking at long term investment and study the fundamental of this company.

Posted by Abudance > 2013-04-04 10:48 | Report Abuse

Euscilyn, price goes down cos more wheat. I bought it when it split at 1.98. So about 47% lost on paper. I bought cos fundamentally good management. Market forces also into play. Have no choice but to 'wait it out"'

Posted by Horison Khang > 2013-04-04 10:55 | Report Abuse

Actually I also entry from 1.56, but thinking of scaling down, just thought if this may go down abit before rebound back or it will keep going up, what is the next resistance level?

Posted by Abudance > 2013-04-04 11:00 | Report Abuse

Elections on ... The trend has been down trend when parliament dissolves ... Now blue chips are up linked to GLC. Better wait and see. I thought to average out... But if there is another faster fundamentally good stock, may be better option.

Posted by yfchong > 2013-04-04 11:08 | Report Abuse

See for coming Q how and improvement in the NI improved ??,..........only decide, but it pays dividend...hopefully declared good final dividend.....during AGM...

Posted by Horison Khang > 2013-04-04 11:13 | Report Abuse

yeah, but did mflour export flour? or just for local use?
if they export flour, they will have good profit, since usually export transaction done in contract, and flour price is reducing, means previous contract will have higher price...

Posted by pradeep > 2013-04-04 11:24 | Report Abuse

This is a fundamental stock it is long term not short term

Posted by Euscilyn > 2013-04-04 11:39 | Report Abuse

Harison, Mflour got plant at Vietnam. You see when come to export it depend on a currency and tax duty needed to consider. I don't think the profit is depend on export market.

Posted by Euscilyn > 2013-04-04 11:43 | Report Abuse

Chinese said far water can't safe near fire.
Is better forecast on local market because don't having wheat plant. Malaysian still depend on it.
Mflour market strategics should having 50~60% local demand and 30~40% export.

Posted by Euscilyn > 2013-04-04 11:49 | Report Abuse

Oversea market more depend on USD. If more export demand may facing uncertain currency fluctuation.