Posted by moven00 > 2012-07-20 22:23 | Report Abuse

Bro tand3, I loves this counter too. This is one of the counter I will put it into my portfolio from now on.....(2012)
Lets see how much we can make from this stock (2-3years investment)
*Build our retirement fund together....cheers

Posted by Ching Yin Carrot Loh > 2012-07-22 00:54 | Report Abuse

im newbie=)is it worth to buy it now?
moven00

Posted by moven00 > 2012-07-24 23:22 | Report Abuse

Loh,
From my analysis....since 2000 the lowest is 1.36 (if I am not wrong lar)
So at 1.54....its ok. Medium to long term investment GOOD.

Posted by KC Loh > 2012-07-25 00:07 | Report Abuse

you can refer here moven00 for price range. each bar represents 1-year movement.

https://www.dropbox.com/s/nukeq5cqwsca6rd/Technical%20Analysis%20chart%20of%20MALAYAN%20FLOUR%20MILLS%20BHD%2CMFLOUR%2C3662%20-%20tradeSignum%20%282000-2010%29.png

to me, you can still wait and look around 1.49, coz that was my first target price

Posted by KC Loh > 2012-07-25 00:29 | Report Abuse

Carrot Loh, personally this article is a good reminder why the MFlour needs to increase capacity. and the last note to consider is that in 2014, they are targetting Indonesian market as already JV are in place.

to be a FA, long memory is required. either that or proper record management :) So, you got to ask now, is it worth it?

http://biz.thestar.com.my/news/story.asp?file=/2012/5/10/business/11261681&sec=business

Posted by yazid7655 > 2012-07-25 11:49 | Report Abuse

erm.....

Posted by Shi Ji Ch'ng > 2012-07-25 17:17 | Report Abuse

hi guys.. im newbie and i'm just wonder is it worth to buy its warrant?

Posted by joseph hii > 2012-07-25 20:38 | Report Abuse

now is buyin signal for this share

Posted by bigyellow > 2012-07-25 20:52 | Report Abuse

wait it lower 1st..no need rush now

Posted by euscilyn > 2012-07-26 08:01 | Report Abuse

Shi Ji Ch'ng : I'm not very agree your invest warrant because you are new. Try to invest those stock is long term which can gain more experience in the future. But of cause the choose is yours just an suggestion.

Posted by kilrathi > 2012-07-26 17:29 | Report Abuse

First, please try to understand how warrant works, and the different type of warrants. In short, warrant is a SLAYER if you do not know about it. :(

Posted by Mat Cendana > 2012-07-26 17:42 | Report Abuse

There's very useful info about warrants at this thread of BIMB-HA: http://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=BIMB-HA

As kilrathi had said, it promises big profits but could also be a slayer. It's better to know what one is going into first, i.e. to understand what the different warrants are. Only then can one make an informed trade and not be at the mercy of market movers.

Posted by bigyellow > 2012-07-26 23:40 | Report Abuse

mum in consolidation mode..just monitor for time being..

Posted by aunloke > 2012-07-28 12:15 | Report Abuse

To those who plan to invest long term on this stock, please wait. This is a " has been ' stock after the bonus and split, it won't bloom again that fast so why must you expose to the risk of the on coming consolidation , go in after the correction and you'll have a better gain.

Posted by Ching Yin Carrot Loh > 2012-07-28 17:37 | Report Abuse

tq ya Kc Loh=)

Posted by Ching Yin Carrot Loh > 2012-07-28 17:42 | Report Abuse

And appreciate with it=)

Posted by moven00 > 2012-07-28 18:08 | Report Abuse

Dear KC Loh,
Good that you too have replied something here.

Cheers

Posted by KC Loh > 2012-07-28 18:18 | Report Abuse

the newspaper link shows what the management is doing. the quarterly loss is reflected in their building of lumut, pasir gudang (enroute to complete this year) and vietnam (in 2013). They are heading to economies of scale. So its consistent. Depending on your own risk tolerance, you guys can check it out and enter at your own discretion.

Some bros, like aunloke, is kind enough to give input and opinion. It may be true that it may not rise for a while, probably owing to capex when the JV in indonesia starts. you all must weigh it accordingly too. Always ask questions!

It all points to an economy of scale to overcome their limited output capacity. do i think the price is cheap? looks ok if the next two quarters at least shows a return to the black. Then it would mean that the investment was reflected in the first quarter.

i think their internal funds will be able to sustain the capex in 2013 when indonesia starts. Is the valuation ok? i am ok with even 1.60 as my entry price, but i have seen it reached 1.49 before. So currently its ok for you guys to enter at your appropriate entry level.

all the best!

Posted by euscilyn > 2012-07-29 22:26 | Report Abuse

KC Loh, I'm agree with you too. Sometime is very hard for us to judge should or shouldn't to go for x stock. But for me as long the x stock won't go waste paper than we should go for it when come low and wait the right time to sell. The word "Investment" always got risk, it's depend on how low the risk we can foreseen and how high the risk we can take it.

Posted by KC Loh > 2012-07-29 23:00 | Report Abuse

Yes euscilyn, you must know yourself first. Easier said than done when you throw in elements like greed and fear

Posted by stncws > 2012-07-29 23:20 | Report Abuse

This is good company as i worked there during 1990

Posted by moven00 > 2012-07-29 23:31 | Report Abuse

Good Good.....can see some investor are having their radar on Mflour.

As been said....Investment involve risk.

Posted by euscilyn > 2012-07-30 07:56 | Report Abuse

Stncws, so you resigned already? How is their management work like? Because I'm not understand why they wanted to split share? Any future project?

Posted by joseph hii > 2012-07-30 08:32 | Report Abuse

i buy a lot on this share, pls inform if have future information.
tq

Posted by moven00 > 2012-07-31 13:46 | Report Abuse

Joseph, I have faith with Mflour. Time will tell. Be patient, we grow together with this company....$$$$$.

Posted by KC Loh > 2012-07-31 13:53 | Report Abuse

Don't forget me! :)

Posted by euscilyn > 2012-07-31 14:37 | Report Abuse

Me too! ;)

Posted by yfchong > 2012-07-31 23:03 | Report Abuse

I am not good at economics or accounting or management as long as people need to eat that is good, x population expansion = food consume regardless what in the business provided the geography n whether is kind to the wheat...is supportive,..my 1cents, min company must have good governance, no vision pun jalan....

Posted by tand3 > 2012-07-31 23:36 | Report Abuse

Moven00, KC Loh and euscilyn,


I am in tooo.....Mflour now can slowly buy. Drop somemore, I will buy more. But to be honest 1.51 - 1.60 the price is reasonable..

Lets see if Mflour can still repeat its yearly dividend payout to investor. Cheers

Posted by joseph hii > 2012-08-01 07:23 | Report Abuse

i buy at 1.58, 1.55, and 1.52 already
hi... if the share discount more, i buy in more
raya is coming soonnnnnn

Posted by aunloke > 2012-08-01 07:40 | Report Abuse

Tand3, the share has been diluted 5 times it'll be hard to maintain the type of dividend before.

Posted by euscilyn > 2012-08-01 07:46 | Report Abuse

Anuloke Agreed !! However as long is good stock collect it as fundamental. I buy in at 1.50 will consider to collect more if keep dropping.

Posted by aunloke > 2012-08-01 08:01 | Report Abuse

Agree, if 1.50 is a good buy 1.40 will be even better, but i think it's hard to drop to this level. This stock is in my must buy list but I have yet to purchase.

Posted by wyq89 > 2012-08-01 08:34 | Report Abuse

i not really clear with the cost of this company, but flour, they claims that the soybean rise high in this season, consequences the profit margin become low. If the soybean farm belongs to the company, the price should be boost up.

Posted by KC Loh > 2012-08-01 09:50 | Report Abuse

It is true that the wheat cost has gone up, and will continue to be high with the effects of El Nino still raging til September. Its a time to accumulate in the current climate.

Posted by KC Loh > 2012-08-01 16:08 | Report Abuse

El Nina is coming to America. Good! cooler weather and rain will help the driest drought past 57 years.

hope not too much rain then! Soybean and corn price should start to go back at level acceptable without pushing margin squeeze to companies like MFlour. coupled with the celebration of Aidilfitri around the bend, things are looking up. Now if only the GE13 is done with, then i expect the bear to go back to hibernation.

and with MFlour's quarterly coming out this month, lets see then. My glass is more than half full now!

http://biz.thestar.com.my/news/story.asp?file=/2012/8/1/business/20120801150525&sec=business

Posted by Namoyaki Takarajima > 2012-08-01 20:02 | Report Abuse

boleh lah, makan roti canai also OK what, abalone not nice lah.

Posted by yfchong > 2012-08-01 20:24 | Report Abuse

@ bro kc Loh, appreciate u can assist me on the annjoo fv, many thanks. I am thinking of changing vessel. The movement is too volatile, your comment is well appreciated.

Posted by KC Loh > 2012-08-01 21:22 | Report Abuse

Namo, I support! Hehe

Posted by KC Loh > 2012-08-01 21:24 | Report Abuse

Ann joo, hmm that's the one currently in a boardroom tussle with can-one right?

I will do some research and post it in ann joo thread then, yfchong.

Need some time!

Posted by passerby > 2012-08-01 21:30 | Report Abuse

Ann Joo is a steel company if I not mistaken. Kian Joo is the one in the boardroom tussle with Can-One.

Posted by KC Loh > 2012-08-01 21:46 | Report Abuse

Oops.. thanks passerby. One joo too many for me! :)

I will reply at the appropriate thread yfchong

Posted by KowChye > 2012-08-03 14:24 | Report Abuse

i think you are referring to kian joo which has board room tussle with canone. I confuse also sometimes.

Posted by yfchong > 2012-08-04 21:24 | Report Abuse

Bro KC Loh, would u think this stock will go down further or this is the time to enter u have make good suggestion on MUDajaya..... @ 2.52 .....thks, CHONg

Posted by KC Loh > 2012-08-04 22:15 | Report Abuse

lowest i have seen is 1.49 for the past 6 weeks. to me it wont make too much a difference now with price at 1.50, a 1-sen difference, if you decide to wait and have a look if it could go lower. bear in mind their quarterly announcement is 23/8 and so price may rise. I am so confident of this stock that i went in 1.59 this is because of the report which i had posted previously. now i feel a bit sheepish la, sure got la when could have purchase a bit cheaper hehe.

MFlour now makes the biggest stake of my portfolio, accounting to 26%. Buffett said something about a sex-starved man in a harem. search that out! hehehe....

please know your own risk/reward-to-time tolerance.

good to see you make some decent profit in Mudajya. keep well!

Posted by moven00 > 2012-08-04 22:28 | Report Abuse

Bro KC LOH....hehehehe....buy more if it goes down..

Posted by KC Loh > 2012-08-04 22:32 | Report Abuse

I am long winded i know.. but in essence, that is what i am trying to reach, moven00!

Posted by KC Loh > 2012-08-05 01:12 | Report Abuse

Please note again, i am taking a longer view owing to their mills and refiners work still ongoing. I am looking at indicators in this coming quarterly report. Consolidation, as aunloke observed, may still be ongoing.

Please buy when you are comfortable with the price AND period of waiting. I am looking at least 3 or 4 q-o-q at least before some progress can be found.

i am just trying to avoid losing at price this low.

again, your own risk-reward-time consideration!

Posted by aunloke > 2012-08-05 10:46 | Report Abuse

Hi KC the consolidation I refer to is market consolidation and not of Mflour which more or less has reached its bottom. The price won't drop much unless market makes a serious correction and this is what I'm trying to avoid since we are looking for long term.

Posted by KC Loh > 2012-08-05 11:03 | Report Abuse

Hello aunloke, technically it is my believe both are. This explain why its still sliding last few days despite market climb . By this I mean market is still trying to figure out MFLOUR's position after their announcement they are shoring up work, rights issues generally for capex, dilution of shares and payment of dividend. Personally I believe too that market had overreacted on their one bad quarter.

For me, you are right in that MFLOUR has reached basement price if historical prices are any indication. Don't believe it will ever hit this price again when they have gone through their period of consolidation.