Posted by XiongDaDa > 2023-11-20 16:35 | Report Abuse

finally move up from 1.21 there, niceeee

Posted by abc333 > 2023-11-20 19:43 | Report Abuse

this week break 1.27? boycotts benefits and insider buy for the good QR. May back to 1.5 and above after QE released

Posted by kebling98 > 2023-11-21 07:20 | Report Abuse

Haiyoh , go to supermarket lah
Nampak nestle je
Farm fresh milik out of stock loh

rasa benci to pro isreal product loh
Want to know which share worthy to buy lah
no need technical analysis loh
Go shopping is better loh

Posted by abc333 > 2023-11-22 19:57 | Report Abuse

https://fred.stlouisfed.org/series/PCU311119311119H

Posted by kebling98 > 2023-11-22 22:55 | Report Abuse

ABC. See corn price enough lah
corn price drop means save cost loh
Expecting coming QR more than 8 million lah
But next year is better lah
Next year 20 millions/ quarter loh

Posted by kebling98 > 2023-11-22 23:14 | Report Abuse

US corn futures drop from 800 to 500 loh
Makanan lembu become cheap loh
Cheaper cost
Higher profits loh
So next year super profit loh
If not why big fun dare to buy lei
Retailers je panic sell

Posted by abc333 > 2023-11-23 09:14 | Report Abuse

raw input include fodder ( corn, cereal hay) , farmgate milk (14% only) , whole milk powder.
https://www.globaldairytrade.info/en/product-results/whole-milk-powder/
all decrease dramatically.

Product selling price increased 5 %. coming QR should have higher revenues + lower cost than the previous quarter. Anticipated minimum PBT of 15M.

Posted by abc333 > 2023-11-23 09:31 | Report Abuse

package ice cream and milk powder to be marketed next few weeks. consumer can buy inside scoop ice cream at 99/711. This is perfect launching time as consumer are boycotts nestle products. Can farmfresh milk powder replaced nestle milk powder?

Posted by XiongDaDa > 2023-11-23 10:39 | Report Abuse

FFB got strong holders from institutional funds, no need to worry to accumulate more 😉

Posted by abc333 > 2023-11-24 10:36 | Report Abuse

after QR back to 1.5?

Posted by XiongDaDa > 2023-11-28 11:06 | Report Abuse

If bad qr, then yea😁

Posted by Xpenglover11 > 2023-11-28 13:07 | Report Abuse

I bought earlier at 1.50... drop to 1.20 i bought again.. thanks to the renew buy local interest.. look like can go back to 1.50 and above...

Posted by Mun Peng > 2023-11-28 19:39 | Report Abuse

Looking forward to their packaged icecream next year

Posted by kebling98 > 2023-11-28 22:38 | Report Abuse

Business is expanding
Cost is cheaper
Results sure better lah
Next year lagi best lah
Few months ago Someone purposely create over value story lah
To collect cheap cheap tickets lah
Now finish collect loh
Time to fly loh

Posted by kebling98 > 2023-11-28 22:43 | Report Abuse

Corn price drop, lhi ffb benefits loh
Next year is egg milk year loh
Tomorrow LHI limit up loh ffb 5% boleh ?

Posted by abc333 > 2023-11-29 09:49 | Report Abuse

that is why big fund keep buying a backward over valued, but forward under value stocks. let the average down holder to exit, tickets is transfer from weak hand to strong hand .

Posted by q1029384756 > 2023-11-29 09:49 | Report Abuse

https://x.com/ByJasonNg/status/1729444881951760630?s=20

Farm Fresh acquired another ice cream company. How come no media report about this?

Posted by huatkia > 2023-11-29 10:06 | Report Abuse

Rerating is imminent. looking at the lowest rerating of 1.32 to highest of at least RM1.65, soon? Huat ar

Posted by huatkia > 2023-11-29 10:12 | Report Abuse

huatkia
29 Nov 23 10.10am

Rerating is imminent. looking at the lowest rerating of RM1.32 to highest of at least RM1.65, soon? Huat ar

1 minute ago

Posted by abc333 > 2023-11-29 10:12 | Report Abuse

Arbdn and MSCI year end window dressing style is sell the down trend stocks, buy more up trend stocks. Tomorrow is the rebalance day. They might buy more FFB

Posted by redhotpepper > 2023-11-29 13:34 | Report Abuse

Ada, the star ada report

__------------
q1029384756

https://x.com/ByJasonNg/status/1729444881951760630?s=20

Farm Fresh acquired another ice cream company. How come no media report about this?

3 hours ago

Posted by redhotpepper > 2023-11-29 13:34 | Report Abuse

Guys and gals, ini kaunter apa macam? Boleh up lagi ka? What is the resistance like?

Posted by huatkia > 2023-11-29 14:50 | Report Abuse

wow RHB raised the TP from 1.20 to RM1.51. wow just wow think, no more tp of low RM1.32 anymore!!! maybe moving to 1.50 an higher range !!!

huatkia
29 Nov 23 10.10am

Rerating is imminent. looking at the lowest rerating of RM1.32 to highest of at least RM1.65, soon? Huat ar

1 minute ago

4 hours ago

Posted by lexwong89 > 2023-11-29 15:16 | Report Abuse

@redhotpepper

Based on technical chart, the next significant resistance is around the 1.50 region.

BUT... Technical is just technical. The context now is different compared to before, with more exciting product launching in the pipeline such as ice cream and other dairy products, top with the boikot event (we don't know how long it'll last), higher margin, lower cost and regional expansion.


Let's see how FFB management team dance in the coming future. Hopefully they play their cards right

Posted by Rhenly > 2023-11-29 15:28 | Report Abuse

Farm Fresh Bhd attributes its increased profitability in the second quarter of 2023 to a decrease in the cost of dairy raw materials, particularly whole milk powder. https://www.facebook.com/groups/klsecycletradingnews/posts/7633591333321171/

Posted by Coleman77 > 2023-11-29 18:07 | Report Abuse

Buy farmfresh!

Posted by huatkia > 2023-11-30 09:39 | Report Abuse

@redhotpepper, chart tell u R at around 1.49
analyst tell u TP RM1.51,RM1.52 and RM1.60
at current price as at 30 Nov 23 9.40am, what do you think?

Posted by huatkia > 2023-11-30 09:40 | Report Abuse

@redhotpepper, chart tell u R at around 1.49 to 1.55
analyst tell u TP RM1.51,RM1.52 and RM1.60
at current price as at 30 Nov 23 9.40am, what do you think?

Posted by abc333 > 2023-11-30 11:13 | Report Abuse

This
https://www.nestle.com.my/brands/junior_foods ,
will be replaced by this
https://www.farmfresh.com.my/growing-up-milk/farm-fresh-grow/

Posted by XiongDaDa > 2023-11-30 17:24 | Report Abuse

no more cheap price to collect. ha

Posted by lexwong89 > 2023-12-01 09:01 | Report Abuse

@XiongDaDa

Actually still consider cheap if you factor in growing profit, more product launches. Stock is forward looking. But not enter immediately, can wait for a pullback, probably 1/3 of a pullback since the stock has rallied so much, a pullback is a good opportunity to enter.

If FFB management don't screw up on the new product launches, ride on the timing of boikot, I believe the market will reward them nicely.

Posted by abc333 > 2023-12-01 14:52 | Report Abuse

https://www.globaldairytrade.info/en/product-results/whole-milk-powder/
In terms of inventory,
whole milk powder in Q1 & Q2 cost more than USD 4000. Q3 is about USD 3500 . Now , the cost is below USD 3000

Posted by kebling98 > 2023-12-02 08:18 | Report Abuse

Cheap lah still below 1.6 consider cheap loh
Big fund like milk company one lah
Is their sop must invest in food company loh
That’s why the floating share drop loh
6 months drop almost 10% lei
Floating shares only 30% loh
Retailers sell to big fund loh

Posted by abc333 > 2023-12-04 16:58 | Report Abuse

washing mode. retailers take peanut profits. banker want 1.7 in next Q

Posted by TeoYeo > 2023-12-04 17:22 | Report Abuse

It looks like it will fluctuate back and forth between 1.30-1.40 next?

Posted by huatkia > 2023-12-04 17:57 | Report Abuse

More upside than downside?

Posted by lexwong89 > 2023-12-05 12:04 | Report Abuse

@huatkia

Yes more upside. Latest earnings shows good result and more upcoming positive catalyst coming. Lowering cost, higher margin, boikot, new product launching soon.

We can also see quite a few analyst upgrades, so if you're already in position, you can just hold.

A pull back is normal for unexperienced investors who chicken out, fear of losing money and failed to see the context behind every candle movement.

Candle react to the context of the company, if you know what this company is doing, you'll know what to do.

Posted by abc333 > 2023-12-05 12:26 | Report Abuse

touch MA200 rebound . add more at 1.34. average 1.21

Posted by abc333 > 2023-12-05 12:27 | Report Abuse

lexwong89 , you are the pro one

Posted by lexwong89 > 2023-12-05 13:57 | Report Abuse

@abc333

Eh jangan, I'm not pro, just have the opportunity to learn from a great trader and share my views.

Btw, the stock did pull back 1/3, now let's see if the momentum holds. If it does, I'd say it's a very healthy pull back and I expect the stock to continue to break higher than the recent high of 1.42.

The sentiment has changed over the past 200 days, now it's overall more positive-ish than before, I believe the stock shall hold and will continue to goes up gradually.

BUT, anything can happens in the stock market, who knows suddenly some big news come up and screw us again. After all, candle is just a reaction to the information given.

Please do not take this as a BUY advice, as I don't want to be responsible for anything unless you want to share me some of your profit :P

Posted by kebling98 > 2023-12-05 22:25 | Report Abuse

sure win counter lah
Tak payah rrisau lah

1.5 soon

Posted by Rocket888 > 2023-12-06 09:00 | Report Abuse

So confident ar

Posted by abc333 > 2023-12-06 09:05 | Report Abuse

https://www.youtube.com/watch?v=QDwgd1IEKWY

Posted by abc333 > 2023-12-06 09:06 | Report Abuse

Kebling, where is your your cowboy sifu? no more hengyuan story?

Posted by abc333 > 2023-12-06 09:09 | Report Abuse

lexwong, share profit by buy u a beer ? haha. anyway thanks for your sharing

Posted by kebling98 > 2023-12-06 09:37 | Report Abuse

ABC
My situ is drinking Milk and birdnets loh
Burung pandai terbang
Lembu pula kuat. 150 gogogo loh

Posted by kebling98 > 2023-12-06 11:03 | Report Abuse

Is been a while loh retailers sold below 1.2 to big funds.
Almost 8% of shares loh
This 8% share shift from weak retailers to big fund loh
So, ffb very eazy to move up more loh

Posted by abc333 > 2023-12-06 15:29 | Report Abuse

contra player sell before 3 pm. well absorbed by buyer. guess they will set a big wall to collect tickets again.

Posted by XiongDaDa > 2023-12-06 15:44 | Report Abuse

This counter is more suitable for mid or long term play ..

Posted by Coleman77 > 2023-12-06 17:43 | Report Abuse

buy FarmFresh!