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Share price is stable and rock solid = funds are accumulating. They have another month before Rhone Ma goes to the Moon. Even 2nd liner like yenher and SCC also climbing recently. There is no doubt Animal Health and Nutrition co. coming quarter and year results will show exponential growth because their products eg Animal Health and Nutrition is a Consumer Staple and tied to Food Security where demand is inelastic
If you research on the market, you will realise yenher is like a commodities trader (raw materials for animal nutrition like minerals and vitamins and grains like corn or soybean etc). In a sense, anyone can enter, so long as they have scale
Rhone Ma is a specialist Animal Health company. Its Management are Veterinarians
Going forward Yenher growth will be no match for Rhone Ma in Companion Animal/Pets and Dairy Milk both sectors which are undergoing longterm structural demand growth
These operators have overestimated their small trading accounts...now they will be taken out and they will have to chase because the real whales are now in
As a total Animal Health specialist, Rhone Ma provides the full range of products - livestock such as poultry, ruminants and swine and companion animals such puppies and kittens. If you refer to the AGM 2021 slides, Companion Animal/Pets Health (ie vaccines, medicines etc) actually makes up 50% of total Animal Health sales...so they are experts across different animal categories. The swine flu may have a small impact (overall contribution only single digit %) and only for 1Q22
Uncle small investor rm500k in mother and warrants also no worry why you worry sim zhikang. Whole market red Rhone Ma solid...when market turnaround share price will fly
If want to buy just wait for 70c when operator Q sell big volume then buy up. In rising inflation the agriculture/farm supply chain will grow even faster as the livestocks' health and nutrition becomes central to food security
mr wong i want to ask u....if inflation up ...pork chicken goat cow price gone up...ppl will put more supplement and vaccine to their breeding animal??
Each of the livestock - poultry, swine, ruminants becomes even more valuable, you cannot afford to lose them because replacing it will be even more expensive than taking care of it. Think of it this way, prevention is better than cure - you want to eat healthy (cost:a bit more) or you want to save and in the end get heart attack (cost: life which is priceless)
That's why nowadays people take a lot of supplements (Nutrition) and go for health checkups and wellness (Health and Diagnostics) because it is far better than contracting heart attack or stroke where the cost is too high
mr wong i just read AR 2021 i realised dr lim and substantial shareholder reduce their shareholding from 2020 46.65% to 2021 34.23%....boss are reducing their shareholding...not a good sign...
The shareholding in the holding company is taken and distributed directly to the three major shareholders...as for shareholding % decrease there was private placement of 10%, so the total % shareholding will reduce by 10% even though number of shares is similar...if any of the directors sell, Rhone Ma will announce, so nothing to worry
in 2021 dr lim indir3ctly+directly hold almost 49%++/100m++ shares but in 2022 dr lim only hold 38%+ /85m+ shares...it has reduced it shares so much why?? but imaspro berhad is increasing its stake
Great results. Note that 1Q was impacted by African Swine Flu (ASF). Despite these issues and fears of weaker Qtr due to ASF, results actually improved QoQ. Demand for Rhone Ma animal health and nutrition products are robust. Exponential growth with full ramping up of new plant coming
Need to aware reason of reducing of revenue compared to immediate preceding qtr, hopefully it is due to one week public holiday of CNY but not about slow demand. Trust the management can deliver record qr in quarters
Yenher results out. QoQ drop and YoY flat. As said earlier, the companies are not comparable. Rhone Ma is the leader in Animal Health and Nutrition and diversified across Pets and Livestock (poultry, ruminants, swine) while Yenher is mostly animal feed & premix
As stock market experts say, Always Buy The Leader Rhone Ma. With new plant, 2022 and 2023 will be growth year for Rhone Ma. Then Fresh Dairy Milk business will begin in end-2023/2024, perfect structural growth plan for the near future
Before IPO, Kulim will certainly want to push Dairy Milk business which is Consumer Staples and commands high valuations (FFB, Nestle PE50+) and that will benefit the Rhone Ma-Kulim JV
Farm Fresh 4Q earnings up 51% on increase in sales and price hikes, FY22 profit up 121% theedgemarkets.com
May 24, 2022 20:45 pm
"...the group is to increase prices for its chilled RTD products in Malaysia effective mid-July by an average of 5% and in Singapore an average of 8% effective Aug 1."
If you see the price and volume then my recommendation is right because if you want to buy enough shares, then you need to start early. Notice this stock is illiquid...the low volume transactions and their share price can basically ignore...ie last few months share price lows are meaningless. So don't worry intrinsic value is still RM 2.5-3.5 based on comparable international Pet Health and Nutrition companies
Haha uncle already said Rhone is not the same as yenher...Rhone is Animal Health Specialist + Nutrition while yenher is animal feed. In FY2017, Rhone profit RM13.9mil with all time high share price RM1.3x. FY2022 likely profits will be record high, what do you think the share price will be...
Yes Food Security companies e.g. Animal Health and Nutrition stocks will come into play now. Today 3 Feb 23 Yenher jumped 12%, Rhonema turn will come (Note: in latest Q, RM still showed QoQ improvement compared to YH which dropped). In high inflation, consumer necessities will always outperform
FY2023 my estimate RM can deliver RM14-16mil Net Profit or another solid 20-30% YoY growth and FY2024 RM18-20mil. Solid growth stock. This is excluding Dairy segment contribution which fetch PE50 like Farm Fresh which has own farms and milk production (assuming 10% NP margin, every RM1mil NP will add RM50mil in market capitalisation for RM)
@total reset my entry at first was 47sen sold 1.02 then never go in again let others earn i have earn my part and i am grateful and search for others stock hidden gem :)
When did Rhone drop to 47c? Patience young man, good things take time and you will be rewarded handsomely. Dairy and Pet Health and Nutrition is a constantly growing sector. Just go to Desa Park City and you can see for yourself
Share price near 52w bottom. Buy on worst results, sell on best results. When profit hit lowest, then uptrend start. Plus JV is coming so future can only get stronger
It's not easy to do cow and poultry business, once screwed up on the operation, business and trust are gone. In fact I rate it as a very risky business, risk and reward ratio does not justify the mean
Henry, uncle not type like to compare, but if you see from 2022 till now, how many stocks still losses, and how many people also quit stock market...but Rhonema still steady, in fact give dividends. Waiting is never an issue, not losing money is the most important
New government practise more open economy instead of price controls for e.g. MSM and poultry companies also profitable. Soon animal health and nutrition turn companies will come. F&N dairy farm target 20,000 cows, with first phase operational by early 2025, 2,000 cows initially and gradual increase to 4,000 in the first year (i.e 2026). Where do you think they are going to get the animal health/nutrition support and services from...
Uptrend has just started. 2024 and beyond is Rhonema's golden period. Expansion, Dairy Farm, Animal Health and Nutrition (pets, poultry), Food Ingredients
Henry long time no hear from you hope you are fine ha ha ha. Holding strong these years plus dividends Rhone Ma's time is coming soon don't worry ha ha ha