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QL has been listed on the Malaysian stock market for 24 years, maintaining the myth of continuous revenue growth. Will it continue to grow under the drive of FamilyMart and BMGREEN in the future?
$QL (7084.MY)$ $BMGREEN (0168.MY)$
$QL (7084.MY)$ $BMGREEN (0168.MY)$
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#familymartmalaysia
In 2016, QL introduced FamilyMart, and in the following years, the valuation has been steadily increasing, reaching nearly 70 times in 2020. In the next 4 years, it entered the stage of debt repayment, striving to make net income catch up with the valuation.
In October 2020, the stock price once hit a historical high of RM7.20, equivalent to RM4.80 now. After a long effort, QL's annual net income has grown from RM239 million in FY2020 to RM458 million now (TTM over the past 12 months). The valuation has also dropped from a peak of 70 times to around 39 times now.
Over the past 5 years, FamilyMart's profit growth has nearly quadrupled, reaching 16.3% of revenue in 2024, and increasing to 17.5% in the first half of FY25. The convenience store model of FM has entered a mature growth phase, and it is expected that the revenue in the coming years will gradually grow to account for 20% of the company.
In the past few years, QL management has also been actively exploring green energy business in its subsidiary BMGRREE. This will be the growth engine for the next 2 - 3 years. Furthermore, QL's latest market cap ranking is 30th in the Malaysian stock market, and in 6 months, it will face competition from AMBANK, which is currently ranked 28th in market cap.
In today's cash-driven society, QL's corporate spirit and consistent stability over the past 20 years make it a unique presence. I hope it...
In 2016, QL introduced FamilyMart, and in the following years, the valuation has been steadily increasing, reaching nearly 70 times in 2020. In the next 4 years, it entered the stage of debt repayment, striving to make net income catch up with the valuation.
In October 2020, the stock price once hit a historical high of RM7.20, equivalent to RM4.80 now. After a long effort, QL's annual net income has grown from RM239 million in FY2020 to RM458 million now (TTM over the past 12 months). The valuation has also dropped from a peak of 70 times to around 39 times now.
Over the past 5 years, FamilyMart's profit growth has nearly quadrupled, reaching 16.3% of revenue in 2024, and increasing to 17.5% in the first half of FY25. The convenience store model of FM has entered a mature growth phase, and it is expected that the revenue in the coming years will gradually grow to account for 20% of the company.
In the past few years, QL management has also been actively exploring green energy business in its subsidiary BMGRREE. This will be the growth engine for the next 2 - 3 years. Furthermore, QL's latest market cap ranking is 30th in the Malaysian stock market, and in 6 months, it will face competition from AMBANK, which is currently ranked 28th in market cap.
In today's cash-driven society, QL's corporate spirit and consistent stability over the past 20 years make it a unique presence. I hope it...
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Columns The planting industry is soaring against the wind, with the leading SDG breaking a two-year high.
$SDG (5285.MY)$
#Steady growth is better than rapid growth.
In the past few weeks, sentiment in the Malaysian stock market has been low, and now everyone is focused on the USA presidential election. However, with CPO prices breaking a two-year high, the long-forgotten planting stocks are once again attracting hot money.
In the first half of 2022, the planting industry sector was driven by the Russia-Ukraine war, leading to historically high CPO prices boosting palm oil stocks. Unfortunately, the cycle was very short-lived, rising for two quarters before entering a decline. In 2023, the planting industry sector's profits declined year-on-year, and planting stocks are in a consolidation period.
In the first half of 2024, many high-quality planting stocks have achieved year-on-year profit growth. Combined with Indonesia's declining production capacity due to weather issues, the Indonesian government is promoting B35 diesel while moving towards B40 in 2025.
Global palm oil inventory is at a 3-year low, supported by various factors pushing CPO prices to break through a 2-year high. However, palm oil prices rising too quickly may not be a good thing; when the Malaysian Ringgit rose too fast before, the pullback was severe.
For the planting industry, assuming that the CPO price can stabilize at RM4,500 or above, a gradual rise would be healthier. The planting area in Malaysia is limited to 6.5 million hectares, so increasing production efficiency and enhancing automation to reduce reliance on foreign labor is urgent.
In recent years, palm oil production capacity has reached a bottleneck, while demand for palm oil production capacity is gradually increasing, which is bullish for the palm oil sector. However, various challenges such as eco-friendly issues, minimum wages, fertilizer transportation...
#Steady growth is better than rapid growth.
In the past few weeks, sentiment in the Malaysian stock market has been low, and now everyone is focused on the USA presidential election. However, with CPO prices breaking a two-year high, the long-forgotten planting stocks are once again attracting hot money.
In the first half of 2022, the planting industry sector was driven by the Russia-Ukraine war, leading to historically high CPO prices boosting palm oil stocks. Unfortunately, the cycle was very short-lived, rising for two quarters before entering a decline. In 2023, the planting industry sector's profits declined year-on-year, and planting stocks are in a consolidation period.
In the first half of 2024, many high-quality planting stocks have achieved year-on-year profit growth. Combined with Indonesia's declining production capacity due to weather issues, the Indonesian government is promoting B35 diesel while moving towards B40 in 2025.
Global palm oil inventory is at a 3-year low, supported by various factors pushing CPO prices to break through a 2-year high. However, palm oil prices rising too quickly may not be a good thing; when the Malaysian Ringgit rose too fast before, the pullback was severe.
For the planting industry, assuming that the CPO price can stabilize at RM4,500 or above, a gradual rise would be healthier. The planting area in Malaysia is limited to 6.5 million hectares, so increasing production efficiency and enhancing automation to reduce reliance on foreign labor is urgent.
In recent years, palm oil production capacity has reached a bottleneck, while demand for palm oil production capacity is gradually increasing, which is bullish for the palm oil sector. However, various challenges such as eco-friendly issues, minimum wages, fertilizer transportation...
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Columns Newly listed IPO - Life Water
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10 high dividend cash crop stocks. $INNO (6262.MY)$ $HSPLANT (5138.MY)$ $JTIASA (4383.MY)$ $TAANN (5012.MY)$ $SOP (5126.MY)$ $UTDPLT (2089.MY)$ $CHINTEK (1929.MY)$ $SWKPLNT (5135.MY)$ $KMLOONG (5027.MY)$ $MHC (5026.MY)$
After experiencing explosive profits in 2021-2022, many high-quality planting stocks successfully reduced debt. Transforming into refined cash companies has also increased dividends, and the valuation is not expensive.
✅What causes CPO prices to remain high?
What are the differences between the current planting stocks and those from 10 years ago?
You will understand after watching this video!
After experiencing explosive profits in 2021-2022, many high-quality planting stocks successfully reduced debt. Transforming into refined cash companies has also increased dividends, and the valuation is not expensive.
✅What causes CPO prices to remain high?
What are the differences between the current planting stocks and those from 10 years ago?
You will understand after watching this video!
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$OFB (0312.MY)$ the time to enter is now
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Happy Friday, mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the top ten buzzing stocks on moomoo based on search and message volumes! Comment below to answer the Weekly Topic question for a chance to win an award!
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$OFB (0312.MY)$ this stock is otw to be penny one😂
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