【QL 7084 交流专区】全利资源

cheeweey

值得留意的一支股

icy97

全利資源1000萬售地

財經股市26 Mar 2013 21:04
（吉隆坡26日訊）全利資源（QL，7084，主要板消費）子公司以1000萬令吉，脫售一塊空置永久工業地給關係方RubyTech資源公司（RubyTech Resources）。

該公司今日向馬證交所報備，獨資子公司全利Figo食品公司今日與RubyTech資源簽署買賣協議，脫售位于雪州烏魯冷岳縣、面積達14萬1567平方公尺的一塊工業地給后者。

全利資源指出，這項協議不會影響公司每股收益、淨資產、負債率等。[中国报财经]

QL RESOURCES BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	QL Figo Foods Sdn. Bhd. disposed a freehold industrial land to a related party namely, RubyTech Resources Sdn. Bhd. for a total consideration of RM10 million.
1. Introduction The Board of Directors of QL Resources Berhad (“Company”) wishes to announce that its wholly owned subsidiary, QL Figo Foods Sdn. Bhd. (formerly known as Figo Foods Sdn. Bhd.)(Company No. 170866-K) (“Figo”) has on 26 March 2013 entered into a Sale and Purchase Agreement (“S&P”) to dispose a vacant freehold industrial land held under Geran Mukim 1082, Lot 3410, Mukim Kajang, Tempat Sungai Keladi, District of Hulu Langat, Negeri Selangor measuring approximately 141,567 square feet to a related party namely, RubyTech Resources Sdn. Bhd. (Company No.85685-W)(“RT or Purchaser”) for a total consideration of RinggitMalaysia: Ten Million (RM10,000,000.00) only (“Proposed Disposal”). 2. Information on Figo Figo is a wholly-owned subsidiary of QL Fishery Sdn. Bhd. and its ultimate holding company being QL Resources Berhad ("QLR"). Its principal business is investment holding. 3. Information on RT RT is a company incorporated in Malaysia on 3 June 1982, whose registered office is at No. 16A, Jalan Astaka U8/83, Bukit Jelutong,40150 Shah Alam, Selangor Darul Ehsan. Its principal business is an investment holding.   The directors and shareholder of RT as follows: Directors a) Chia Song Swa b) Chia Mak Hooi Shareholders Wholly owned by Ruby Technique Sdn. Bhd. whose holding company is CBG Holdings Sdn. Bhd. ("CBG"). The other shareholder of Ruby Technique Sdn. Bhd. is Farsathy Holdings Sdn. Bhd.("Farsathy") CBG is a major shareholder of QLR. The directors and shareholders of CBG who are also directors of QLR are as follows: a) Chia Song Kun        Director          Shareholder (16.88%) b) Chia Song Swa        Director          Shareholder (8.00%) c) Chia Song Kooi       Director          Shareholder (8.00%) d) Chia Mak Hooi        Director          Shareholder (2%) The directors and shareholders of Farsathy who are also directors of QLR are as follows: a) Chia Seong Pow       Director          Shareholder (20%) b) Chia Seong Fatt        Director          Shareholder (20%) 4. Details of the Proposed Disposal This transaction is carried out on an arm’s length basis and the consideration was based on the recommended market value as stated in the Valuation Report by Messrs CH Williams Talhar & Wong dated 19 March 2013. Based on the Valuation Report, the market value of the vacant freehold industrial land and free from all encumbrances is RM10,000,000.00. The method of Valuation is based on Comparison Method. The original cost of investment of the land to the Group as at 23 August 2010 is RM6,627,412.00. Henceforth, the expected gain from disposal to the Group is RM3,372,588.00. The sale proceeds will be utilised as working capital of the Group. There are no liabilities to be assumed by RT arising from this transaction. 5. Salient terms of the Proposed Disposal The consideration of Ringgit Malaysia: Ten Million (RM10,000,000.00) only shall be paid by the Purchaser to Figo as follows: (a)    Upon signing of the S&P, the Purchaser shall pay a sum of Ringgit Malaysia: One Million (RM1,000,000.00) being 10% of the total purchase price only as a deposit and part payment of the consideration to Figo (out of this amount, a sum of Ringgit Malaysia : Two Hundred Thousand (RM200,000.00) equivalent to 2% of the consideration is paid to Figo solicitors as stakeholders, to be paid to the Director-General of the Inland Revenue Department in compliance with section 21B of the Real Property Gains Tax Act, 1976); (b)   The balance of the consideration of Ringgit Malaysia: Nine Million (RM9,000,000.00) only shall be settled by the Purchaser to Figo by way of cash and/or loan within three (3) months from the date of S&P ("Completion Date"); and (c)   Figo shall deliver vacant possession of the land to the Purchaser upon full payment of the consideration.   6. Rationale The Proposed Disposal is to dispose of the land that was originally meant for Figo's expansion of its manufacturing of food project. However, it was subsequently decided that the expansion project will not be on this said land and therefore the land is no longer needed. This sale is in line with our stategic review to divest the non-core and non income generating assets. Further, the price agreed upon is attractive as compared to its original cost of investment. 7. Financial Impact There is no material effect on earnings per share, net assets, gearing, share capital and substantial shareholdings of the Company. 8. Approvals Required No approval from the shareholders of QLR and/or relevant authorities is required for the Proposed Disposal. 9. Interests of Directors, Substantial Shareholders and Persons Connected To Them Save as disclosed in paragraph 3 above, none of the other Directors, substantial shareholders of the Company and QLR, or persons connected to such Directors or substantial shareholders have any interest, direct or indirect in the above transaction. The interested directors have abstained from stating an opinion and voting in relation to the transaction. 10. Date of Completion The Proposed Disposal is expected to be completed within three (3) months from the date of S&P. 11. Percentage ratio of the Proposed Disposal The highest percentage ratio applicable to the Proposed Disposal pursuant to paragraph 10.02(g) of the Main Market Listing Requirements is 1.23%. 12. Statement by the Audit Committee The Audit Committee, having taken into consideration all aspect of the Proposed Disposal, was of the view that it is in the best interest of the Company, fair, reasonable and on normal commercial terms and not detrimental to the interest of the minority shareholders. 13. Statement by the Board of Directors The Board of Directors (save for the interested Directors) is of the opinion that the Related Party Transaction is in the best interest of the Company. 14. The total amount transacted with RT for the preceding 12 months There are no other transactions previously. 15. Documents for inspection The S&P and the valuation report for the Proposed Disposal will be made available for inspection at the registered office of the Company at No.16A, Jalan Astaka U8/83, Bukit Jelutong, 40150 Shah Alam, Selangor during normal business hours for a period of one month from the date of announcement. This announcement is dated 26 March 2013.

我是木匠

股价最高是上到多少呢?

icy97

售地給大股東‧全利資源土地交易價合理

熱股評析  2013-03-28 18:34
（吉隆坡28日訊）全利資源（QL，7084，主板消費品組）以1千萬令吉脫售烏魯冷岳14萬2千方英尺的工業地，予相關的RubyTech資源公司，脫售行動獲益340萬令吉。

分析
達證券認為，此舉符合該公司脫售無收益資產之原意。

該地段當年收購時值660萬令吉，原打算用作食品與魚漿等業務，後來覺得不適合而脫售。

根據達證券網上搜尋，靠近該地段的無拉港工業地，每平方英尺約值45至100令吉，每方英尺70令吉64仙的售價屬於可接受水平。

達證券說，擴展目前在霹靂半港的原廠可足夠應付需求，且無需動用上述土地；若半港工廠擴展後，每年具有1萬5千公噸的魚漿產能。

RubyTech分別由CBG控股公司與Farsa控股獨資持有，兩大控股公司為全利資源大股東，各持全利資源44.9%與12.9%股權。兩大控股公司董事與股東，亦在全利資源擔任董事職。

維持全利資源“買進＂評級，目標價3令吉65仙。（星洲日報／財經）

icy97

饲料成本回跌23% 全利资源盈利料双位增长

财经新闻 财经  2013-04-13 21:18
（吉隆坡13日讯）分析员认为，全利资源（QL，7084，主板消费产品股）有望摆脱上财年所面临高饲料成本的枷锁，2014和2015财年料可取得双位数每股盈利增长。

马银行投资研究表示，吉隆坡消费指数今年至今涨8%，但全利资源股价在1月攀上顶峰后，至今已滑落9%之多，完全放映了2013财年高饲料成本促使收益动力放缓的情况。

不过，全利资源即将从此困境中解脱，因饲料成本已从去年的最高水平回调23%。

“再者，如果中国H7N9禽流感继续蔓延，将导致饲料需求降低，从而拉低全球饲料成本。我们预计饲料成本跌10%，则将提高全利资源家禽业务税前盈利2%，2014财年净利预估则可调高15%。”

不仅如此，人们因禽流感关系减少吃鸡肉，转向鱼类产品，或可进一步推动全利资源海事业务的出口量。

家禽赚幅回弹

根据分析员预测，2014及2015财年每股盈利增长，分别将达20%和16%。

“家禽业务方面，2014财年的税前赚幅应可按年增长3%，不仅是大豆和玉米价格大幅下滑，全利资源旗下耕作营运的供需动力亦有改善。”

鉴于鸡蛋供过于求和较高的饲料成本，家禽业务税前赚幅在2013财年第三季按年下滑5.3%之多，至仅3.2%的水平。

同时，分析员也预期，位于泗水的鱼类产品工厂在3月投入运作，将带动更好的赚幅和10%的营业额增长。

“目前，全利资源的估值接近14倍的5年本益比，更具吸引力，我们建议买入该股，目标价格为3.50令吉。”[南洋网财经]

icy97

全利全年財測有望揚20%

熱股評析  2013-05-07 17:25
（吉隆坡7日訊）雞蛋供應過剩已結束，加上飼料價下調與蛋價回升接近頂價和海事產品更高貢獻，相信營運盈利首季可復甦，馬銀行研究預測全利資源（QL，7084，主板消費品組）新財政年財測有望按年揚20%，股價迄今落後大市4.7%，有望回揚和獲重估。

雞蛋供應過剩結束

中國爆發H7N9疫情，中國雞隻消費與供飼料用途之大豆進口告減，大豆與玉米價回穩至每薄士耳1千450美元與650美元，即從高峰價下調約20%。同時，從檳城至巴生河流域的各級雞蛋價，也回升至高峰期的每粒（分別為A、B、C級）36仙、34.8仙、31.6仙，促銷價會更低。

分析員相信，新財政年首季營運賺益可回升至8%水平，相比上財政年第二與第三季為5.6%與3.2%，這也使全利資源家禽組營運盈利下挫32%與60%。

回顧去年7月至12月，基於半島雞蛋產品供應過剩，多數雞蛋生產人最佳情況只是盈虧持平，因為美國多個地區1月至10月之旱災，導致大豆與玉米價格上漲約30%，也拖累很多上市的家禽生產商蒙虧。

“我們預期每粒雞蛋生產成本為23仙（半島），以零售價30至36仙估計，雞蛋農場價約回升10%至12%。＂

分析員說，印尼泗水海事產品從今年3月起也倍增至1萬公噸，印尼魚產豐富，生產魚槳產品只是時間問題，相信可獲更高賺益。

分析員看好其印尼與越南營運未來數年可獲持續成長，龐大人口與人均低消費仍有很大成長空間。

在規模效益下，預料海事產品賺益有望提昇。

海事產品上首9個月貢獻稅前盈利53%，賺益更達17%，家禽產品分別為39%與5.4%，種植業為8%與4.6%。

馬銀行研究維持全利資源“買進＂評級，目標價3令吉50仙不變。預測2014年3月截止財政年可獲淨利1億6千140萬令吉。（星洲日報／財經）

icy97

QL RESOURCES BERHAD

Type	Announcement
Subject	OTHERS
Description	Acquisition of new subsidiary by QL Feedingstuffs Sdn. Bhd., a wholly owned subsidiary of QL Resources Berhad ("QL")
The Board of Directors of QL is pleased to announce that its wholly owned subsidiary, QL Feedingstuffs Sdn. Bhd. (Company No. 147366-A) had on 14 May 2013 acquired two (2) ordinary shares of RM1.00 each of Saga Inovatif Sdn. Bhd. (Company No. 1039855-D) ("SI"), representing the entire issued and paid up share capital from Salasiah Binti Mohd Said and Asiah Binti Osman for a consideration of RM2.00. SI was incorporated on 26 March 2013. The authorised share capital of SI is at RM100,000.00 comprising of 100,000 ordinary shares of RM1.00 each with an issued and paid up share capital of RM2.00 comprising 2 ordinary shares of RM1.00 each. It is a dormant company. The above acquisition does not have any effect on the issued and paid up share capital of QL and has no material effect on the earnings and net assets of QL Group for the financial year ending 31 March 2014. The Directors of QL are of the opinion that the above acquisition is in the best interest of QL. The above acquisition is not subject to QL’s shareholders’ approval. None of the directors and/or substantial shareholder of QL, or persons connected to such director and/or substantial shareholders has any interest, direct or indirect, in the above acquisition. This announcement is dated 14 May 2013.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2013	31/03/2012	31/03/2013	31/03/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	563,466	498,163	2,147,311	1,946,672
2	Profit/(loss) before tax	42,288	41,917	172,966	172,282
3	Profit/(loss) for the period	32,598	33,895	137,869	139,169
4	Profit/(loss) attributable to ordinary equity holders of the parent	32,067	31,194	131,830	131,407
5	Basic earnings/(loss) per share (Subunit)	3.85	3.75	15.84	15.79
6	Proposed/Declared dividend per share (Subunit)	4.50	4.50	4.50	4.50
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.0700		0.9800

icy97

QL RESOURCES BERHAD

Type	Announcement
Subject	OTHERS
Description	New subsidiary – QL International Pte. Ltd.
The Board of Directors of QL is pleased to announce that its wholly owned subsidiary, QL Feedingstuffs Sdn. Bhd. (Company No. 147366-A) had on 28 May 2013 acquired one (1) ordinary share of USD1.00 of QL International Pte. Ltd. (Company No. LL09669) (“QL International”), representing the entire issued and paid up share capital from Plenitude Assets Sdn. Bhd. (830471-U) for a consideration of USD1.00. QL International was incorporated in Labuan on 9 May 2013. The authorised and paid up share capital of QL International is at USD1.00. Its principal activity is to engage in marketing and trading of animal raw materials. The investment in QL International will be financed via internally generated funds and borrowings. The above acquisition of QL International is in line with the QL Group's strategy to expand its marketing and trading of animal raw materials overseas. The above acquisition of QL International shall not have any effect on the issued and paid up capital of QL and no material effect on net tangible assets, gearing and earnings of the Group for the financial year ending 31 March 2014. However, barring any unforeseen circumstances, it is expected to have a positive impact on the consolidated earnings of the Group in the future. The above acquisition of new subsidiary is not subject to any approvals from regulatory bodies or the shareholders of QL. The Directors of QL are of the opinion that the above incorporation are in the best interest of QL. None of the Directors or substantial shareholders of QL, or persons connected to such Directors or substantial shareholders has any interest, direct or indirect, in the above transaction. This announcement is dated 28 May 2013.

icy97

角逐世界安永企业家大奖 谢松坤启程摩纳哥

财经新闻 财经  2013-06-06 12:13
（吉隆坡5日讯）荣获大马安永企业家年度大奖的全利资源（QL，7084，主板消费产品股）董事经理谢松坤，已前往摩纳哥蒙特卡洛角逐世界安永（Ernst & Young）企业家年度大奖。

根據大马安永发出的文告，代表47个国家的49名得奖者（包括谢松坤）入选年度世界企业家名人堂，争夺全球名衔。

安永说：“颁奖典礼将在6月8日（週六）傍晚隆重掀开序幕，到时便知花落谁家。”

全利资源是在我国荣获上述殊荣。

这家全年营业额达数十亿令吉的公司，业务遍佈国内外，三大核心业务为综合禽畜养殖、製造海洋产品以及棕油活动。

该公司是亚洲最大的鸡蛋生产商與鱼糜製造商；同时也涉足棕油业，例如种植與生物质清洁能源等等，巩固其在该领域的地位。[南洋网财经]

icy97

券商買進心頭好．家畜海產業務帶動 全利資源淨利看漲20%

財經股市8 Jul 2013 20:38

券商 ：馬銀行投銀
目標價：4令吉

在不斷擴展的家畜和海產業務帶動下，全利資源（QL，7084，主要板消費）2014財年淨利料勁增20%，本財年至2016財年淨利年複成長率料達16%。

在即將宣佈的首季業績中，預計家畜業務賺幅也將收復失地。

該公司位于印尼泗水的魚糜（surimi）和魚粉生產線產能倍增后，本財年將看到其全年貢獻。

位于國內正建造的冷凍魚糜產品廠房如今已完成75%，將按計劃在第4季竣工。這座新廠房將帶來每年1萬5000公噸的新產能，使魚糜相關產品的總產能增加50%至4萬5000公噸。

此外，該公司進軍養蝦水產業，與我國的經濟轉型方案一致。位于沙巴古達的首階段計劃將耗資2400萬令吉，共有100個養殖池；首20個養殖池將在今年12月投運。

但在初步階段，這項計劃的盈利貢獻將不顯著。

隨著大馬半島的雞蛋平均售價改善，且飼料價格穩定，家畜業務的稅前賺幅料在本財年恢復。

到了今年12月，全利資源在印尼的家禽生產將提高43%至每日100萬粒雞蛋，每月生產的日齡小雞則增92%至250萬隻。該公司也計劃在當地建造本身的飼料生產廠房。

首相拿督斯里納吉呼籲政聯投資基金投資在素質佳的中型股；作為符合伊斯蘭教義的中型資本股，我們相信全利資源將從中受惠。

我們認為，該公司良好的紀錄、成長背景、穩健業務和符合伊斯蘭教義的條件，使之成為同行中投資魅力最佳的股項之一。

截至8日（週一）閉市時，全利資源平盤報3.20令吉，成交量21萬7100股。[中国报财经]



全利資源投資評級 有潛能重新評估

財經股市9 Jul 2013 23:58
（吉隆坡9日訊）全利資源（QL，7084，主要板消費）股價遭低估，券商看好此股有潛被重新評估，還首次給予“跑贏大市”投資評級。

根據聯昌證券研究報告指出，自大選后，投資者重拾投資信心，從著重股息回酬至轉為追尋高成長股項，加上與同行相比，全利資源遠遭低估，料可獲重新評估。

全利資源今早起5仙，以3.25令吉報開，隨后持有漲幅走勢，早盤最高攀升至3.36令吉，起16仙；全利資源休市時暫掛在3.34令吉，起14仙。

閉市時，該股報3.30令吉，起10仙，全日交易量為258萬2000股。

全利資源不斷擴展家畜和海產業務，券商認為此公司擁有良好的發展前景和盈利下行風險小，看好未來2年盈利年复成長率（CAGR）可達16%。

報告指出，由于全利資源不直接經營餐飲業務、股息回酬較低和市值較小，因此該行以消費股項平均本益比（PER）折價10%后，計算出的目標價為4.55令吉。[中国报财经]

icy97

扩展海外动物饲料 全利资源印尼设公司

财经新闻 财经  2013-07-10 08:15
（吉隆坡9日讯）全利资源（QL，7084，主板消费产品股）进一步扩展海外业务，今天正式获印尼法务暨人权部亮绿灯，在当地设公司经营动物饲料和其他产品的贸易活动。

全利资源向马交所报备，独资子公司QL Feedingstuffs私人有限公司和QL Realty私人有限公司，接获印尼的法务暨人权部批准，设立新公司PTQL Feed。

PT QL Feed的法定资本为50万美金（约159万4000令吉），主要业务是动物饲料贸易和其他相关产品。

全利资源表示，他们将以内部资金和贷款，融资印尼新公司所需投资额。

他们预期印尼新公司不会影响截至2014年3月财年表现，但可带动公司业绩。

全利资源周二以3.25令吉开市，最高上升至3.36令吉，但闭市前回落；最终以3.30令吉挂收，全天上升10仙，成交量报258万2000股。[南洋网财经]

QL RESOURCES BERHAD

Type	Announcement
Subject	OTHERS
Description	New subsidiary - PT QL Feed
The Board of Directors of QL Resources Berhad (“QL”) wishes to announce that QL's wholly-owned subsidiaries, QL Feedingstuffs Sdn. Bhd. (“QL Feedingstuffs”) and QL Realty Sdn. Bhd. (“QL Realty”)  have on 9 July 2013, received approval from the Ministry of Justice and Human Rights for the incorporation of a wholly-owned subsidiary known as PT QL Feed (“PT QL Feed”), in Indonesia. The authorized and paid up share capital of PT QL Feed is USD500,000 and USD500,000 respectively. Its principal activity is to engage in general trading of animal feed raw materials and related products. The investment in PT QL Feed will be financed via internally generated funds and borrowings. The incorporation of PT QL Feed is in line with the QL Group's strategy to expand its animal feed raw materials distribution business and related products overseas. The incorporation of PT QL Feed shall not have any effect on the issued and paid up capital of QL and no material effect on net tangible assets, gearing and earnings of the Group for the financial year ending 31 March 2014. However, barring any unforeseen circumstances, it is expected to have a positive impact on the consolidated earnings of the Group in the future. The incorporation of new subsidiary is not subject to any approvals from regulatory bodies or the shareholders of QL. The Directors of QL are of the opinion that the above incorporation are in the best interest of QL. None of the Directors or substantial shareholders of QL, or persons connected to such Directors or substantial shareholders has any interest, direct or indirect, in the above transaction. This announcement is dated 9 July 2013.

icy97

全利强劲增长蓄势待发

財经 2013年7月12日
（吉隆坡12日讯）隨著预期旗下业务的盈利將会改善，全利资源（QL，7084，主板消费股）强劲的增长蓄势待发，因此分析员维持该股「买进」投资评级，並將其目標价格调高至4.05令吉。       

分析员预测，全利资源2014財政年（3月31日结帐）净利將成长27%，主要是由海產製造（MPM）业务较强的盈利带动，特別是来自印尼的海產製造业务预计將带来较高的贡献，以及综合禽畜饲养场（ILF）业务的赚幅復甦，因为玉米和黄豆价格自上一季起下挫50%，饲料成本得以缓解。

海產製造贡献大利

无论如何，黄氏星展唯高达证券分析员表示，海產製造业务將继续成为全利资源的盈利增长主要贡献来源，这是基於该业务较高的赚幅（2014至2016財政年税前盈利赚幅为14至15%），及来自印尼较高的贡献（占2014至2016財政年海產製造营业额的15至20%）。

此外，该公司已完成在印尼泗水的海產製造的扩张计划，並预计可以为2014財政年带来7000万令吉的营业额。

同时，在大马和印尼的棕油工业对锅炉强劲需求的带动下，该公司的联號公司--保绿美（BOILERM，0168，创业板工业股）季度盈利继续加强，並在截至2013年1月的季度净利创下810万令吉记录。

分析员称，隨著去年收购位於梳邦功业花园的製造设备即將开始运作，保绿美的製造產能从每月生產5个锅炉，增至8到10个。產能提升意味著收入增加。

今年以来，全利资源增购保绿美300万股股票，將其股权从2011年杪的36%，增持到39.2%。

鉴於锅炉需求备受看好，分析员不排除全利资源將进一步增持保绿美的股权。

分析员预测保绿美较佳的贡献，將促使该公司2014至2016財政年每股盈利將提升1至2%。因此，將该股的目標价格从4令吉，稍微上调至4.05令吉。[东方日报财经]


全利產能增長推動獲利

大馬  2013-07-12 17:32
（吉隆坡12日訊）全利資源（QL,7084,主板消費品組）2014/16年的每股盈利年均复合成長率可達16%，因獲得產品賺幅成長支撐，而營收年均复合成長率達6%，獲得產能增長推動，未來3年業務表現看俏。

聯昌研究指出，該公司盈利成長，特別是原料成本走低，增加經濟規模效益，及較高的產品平均銷售價等利好支撐。而營收成長，主要是海產製造及綜合家畜農業產能增加推動。

聯昌預料該公司估值有望重估，特別是與其他著名消費股的折價過高，以及在全國大選之後，投資者將之視為專注成長的消費品股。

全利進軍印尼及越南的雞蛋市場，將是新的成長領域，特別是印尼每人每年平均消費70粒雞蛋，而越南則低至50粒，比較大馬則是300粒，顯示東盟這兩個市場的雞蛋市場需求潛能良好。

印尼家畜肉消量為每人每年平均4公斤，僅占大馬32公斤的其中小部份而已。

聯昌預測，全利的2014財政年淨利可達1億6千530萬，2015年為1億9千190萬，以及2016年為2億零42萬令吉；目標價4令吉55仙，並獲“超越大市”評級，或等於2014財政年預測本益比20.5倍，比消費品股平圴本益比23倍折價10%，折價主要考量，包括該公司不是直接食品及飲食消費股、較低周息率，以及較小市值等因素。（ 星洲日報／財經）

icy97

QL RESOURCES BERHAD

EX-date	29/08/2013
Entitlement date	02/09/2013
Entitlement time	04:00:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final single tier dividend of 4.5 sen per ordinary share of RM0.25 each.
Period of interest payment	to
Financial Year End	31/03/2013
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Bina Management (M) Sdn. Bhd. Lot 10, The Highway Centre, Jalan 51/205, 46060 Petaling Jaya, Selangor. Tel. no.: 03-77843922
Payment date	13/09/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	02/09/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.045

icy97

全利资源净利扬11%

财经新闻 财经  2013-08-23 12:10
（吉隆坡22日讯）全利资源（QL，7084，主板消费产品股）2014财政年首季（截止6月30日止）净利按年扬升11.2%，达3494万9000令吉；营业额也增长17.2%，报5亿7963万6000令吉。

该公司去年同期的净利为3142万4000令吉，而营业额则是4亿9436万2000令吉。

全利资源通过文告表示，尽管令吉走弱、原棕油价格滑落及高成本的饲料，惟该公司仍乐观看待次季业绩可持续取得改善。

如无意外，管理层有信心2014财政年的营运表现可比2013财政年要好。[南洋网财经]

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2013	30/06/2012	30/06/2013	30/06/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	579,636	494,362	579,636	494,362
2	Profit/(loss) before tax	43,725	41,616	43,725	41,616
3	Profit/(loss) for the period	35,761	33,083	35,761	33,083
4	Profit/(loss) attributable to ordinary equity holders of the parent	34,949	31,424	34,949	31,424
5	Basic earnings/(loss) per share (Subunit)	4.20	3.78	4.20	3.78
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	4.50	4.50
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.1100		1.0700

icy97

看好鱼浆市场 全利资源逐步进军中国

财经新闻 财经  2013-08-24 11:45
（吉隆坡23日讯）鉴于中国鱼浆市场前景光明，全利资源（QL，7084，主板消费产品股）将在未来1至2年通过旗下中国独资子公司———Zhongshan True Tast食品工业有限公司试探市场，并逐步进军中国市场。

全利资源董事经理谢松坤在集团股东常年大会结束后表示，中国鱼浆市场庞大，身为领域业者之一的全利资源不能忽视该市场的发展。

940万买中国公司

全利资源旗下QL Lian Hoe（新）有限公司在今年3月份以1880万人民币（约940万令吉）收购中国Zhongshan True Tast全数股权，作为进军中国市场的踏脚石。

“我们不会采取激进的方式，反而会用1至2年的时间试试水温，研究中国消费者的口味喜好，再详细计划发展蓝图。”

他表示，中国市场的鱼浆产品消耗量高，而且全利资源产品符合了清真标准，若进军中国市场可被定为在高级产品。

养殖成本恢复正常

谢松坤表示，上财年鸡蛋市场因为养殖成本提高且销售价格不理想，导致赚幅受压，但本财年首季度的养殖成本逐渐恢复至正常水平，而且销售价也有所改善，今年的鸡蛋业务会比上财年好。

“上财年的饲料原料因为种种原因而高涨，这导致我们的赚幅收窄，很多行家的业绩表现都不理想，但全利资源还能够成功获利。”

他补充，上财年的家禽业务营业额贡献大约30%、海事产品贡献50%，种植业务则贡献20%。

“我们看好海事产品业务的发展，因为令吉走弱有利鱼浆出口，而不利饲料进口。不过，家禽业本财年的贡献率料会追上海事产业，两者的贡献率应会相当接近。”

另外，针对种植业务的发展，谢松坤认为原棕油价格在短期内不会显著反弹。

“过去每公吨价格是3000令吉以上，现在徘徊在2300、2400令吉左右，跌幅相当显著。我认为短期内不会突破3000令吉。”[南洋网财经]

lcchong76

QL – Q1 2014 季度报告 (http://www.bursamalaysia.com/mar ... nouncements/1383217) on 21 Aug 2013

我的分析 – http://lcchong.wordpress.com/201 ... alysis-25-aug-2013/ or http://lcchong.wordpress.com/knowledge-sharing/

icy97

券商買進心頭好．業務擴展帶來高成長 短期利好帶動全利資源

財經股市13 Sep 2013 20:34

券商：興業證券研究
目標價：4.20令吉

全利資源（QL，7084，主要板消費）獲看好區域擴展可帶來高成長，加上賺幅恢復，前景保持樂觀。

為了將低飼料成本和延長價值鏈，全利資源將在印尼建設飼料廠，每月產量達2萬公噸，預期2015財年末季竣工。

該公司已開始為印尼耶加達和萬隆麥當勞，每日供應約6萬粒高等級的雞蛋。

展望未來，全利資源將為更多印尼現代連鎖店提供雞蛋，如Indomaret零售商店、Solaria及Matahari集團等。

未來兩年，全利資源為養殖白蝦投資2400萬令吉，以便在沙巴古達發展相關設施，預計2015財政年末季完成。該計劃包括孵化場、飼料廠及加工中心等。

基于這項海產養殖項目仍處初步階段，所以我們未將該項目的貢獻納入考量。

另外，全利資源也尋求進軍印尼泗水的魚糜（surimi）產品製造。

全利資源2013財年業績平平無奇，因為綜合家畜農場（ILF）業務面對艱難營運環境，即受到更高原料價格打擊，及雞蛋價格欠佳，壓縮賺幅。

但我們相信最壞的時期已過去，因為原料成本有所滑落，雞蛋價格也已獲改善。

相信改善綜合家畜農場的賺幅，及區域擴展活動，是短期內的強勁利好因素，因此維持該股買進投資評級，目標價為4.20令吉。

全利資源週五（13日）閉市時平盤報3.50令吉，成交量32萬7900股。[中国报财经]

icy97

賺幅將改善‧全利資源中期看好

2013-09-17 17:13      
（吉隆坡17日訊）全利資源（QL，7084，主板消費品組）最壞情況已過，興業研究認為，該公司賺幅將改善，加上積極的擴展計劃，該公司股價中期具利好因素。

興業表示，該公司2013財政年業績表現持平，因過去畜牧業受原料價格走高及雞蛋售價低迷衝擊削弱賺幅而經歷艱難的經營環境，惟如今該公司最壞的情況已經過去。

鑑於如今原料價格與雞蛋售價改善，興業預料，該業務賺幅也將隨之回揚，加上該公司的擴張計劃，促使股價中期具強勁利好因素。

興業披露，該公司正以2千400萬令吉在沙巴古達開發海洋白蝦養殖業務，所有發展設施工作預計在2015財政年末季完成，而首20口養殖池塘的建設工作預計將在今年杪完成並開始運作。

“該項計劃包括建設幼蝦養殖、孵化、成長期養殖設施、飼料廠與加工處理中心。

惟如今我們仍未計入池塘養殖計劃對公司的額外貢獻，因目前該計劃尚處於初期階段。”

印尼市場方面，興業也透露，鑑於該公司在印尼泗水擁有魚靡加工業務，因此該公司也尋求在當地開發魚靡產品製造的機會。

同時，全利資源為了降低飼養成本與強化價值鏈，目前正在印尼建設產能達2萬公噸的飼料廠，且預計在2015財政年末季可投入生產。

此外，該公司也開始為印尼雅加達與萬隆一帶的麥當勞每日提供約6萬粒高素質雞蛋，未來也將提供雞蛋予其他新型商店如Indo Mart、Solaria、Matahari集團與Lotte。

興業續看好全利資源的擴張計劃，維持該公司“買進”評級，而目標價為4令吉20仙。（星洲日報／財經）

icy97

QL RESOURCES BERHAD

Type	Announcement
Subject	OTHERS
Description	Disposal of subsidiary by QL Feedingstuffs Sdn. Bhd., a wholly owned subsidiary of QL Resources Berhad ("QL")
Pursuant to Paragraph 9.19 (24) of the Main Market Listing Requirements,  the Board of Directors of QL wishes to announce that its wholly owned subsidiary, QL Feedingstuffs Sdn. Bhd. had on 18 September 2013 disposed two (2) ordinary shares of RM1.00 each  representing 100% equity interest in Saga Inovatif Sdn. Bhd. to Chia Chew Ngee and Judith Binti Petrus Pilos for a total consideration of RM2.00. Saga Inovatif Sdn. Bhd. will cease to be a subsidiary of QL upon completion of the disposal on 18 September 2013. None of the directors and/or substantial shareholders of QL, or person connected to such director and/or substantial shareholders has any interest, direct or indirect, in the above disposal. This announcement is dated 18 September 2013.