QAF

[Drizzt]

this is not a good business. wheat flour has gluten which essentially will cause inflammation. just my perspective.

[VestedInterest]

this is not a good business. wheat flour has gluten which essentially will cause inflammation. just my perspective.

If you don't have gluten allergy and coeliac disease, then there is nothing to worry. Gluten is just another protein. Coeliac disease is ver rare among Asians, I think.

[kazukirai]

this is not a good business. wheat flour has gluten which essentially will cause inflammation. just my perspective.

Moot point but isn't this confusing a good business vs. an ethical one? e.g. Cigarettes may be a good business but not an ethical one.

My personal view is that good businesses encourage good stock returns. If I were concerned about the morality of it, I would use the stock returns to fund the NGOs and their campaigns targeted at the vice.

[portuser]

A couple of hours before supermarkets close, house brand breads are sold out leaving the more expensive "Gardenia" and "Sunshine".
Can QAF ward off competition, especially when households tighten their budgets? Is bread a low price item that average consumers do not mind how much it costs?

[buddy]

20-25% of bread get recalled everyday. They are used for animal feed. This is industry practice so it should not be big deal. The way one should think about it is both Auric & QAF have two brands each ( Sunshine & Top One) & (Gardenia & Bonjour). Hard for any new competition to get in, especially when Singapore market is small. Silver bird tried & failed. Breadtalk does not want to be in this game as they bake on the spot so they can control production much better according to demand - though their cost of distribution is high as they have expensive retail space. The key issue for QAF is Wilmar/PPB has become aggressive player in Malaysia where QAF makes most of its money in Bakery business.

[freedom]

last night I read news about Gardenia and Massimo from PPB/FFM in Malaysia. really interesting. Is everything in Malaysia related to racial problems? ...

recent trade of QAF is quite abnormal compared to historical records. millions of shares are traded vs hundreds of thousands or even less than 100,000

[freedom]

Why didn't QAF go for Indonesia and stop at Singapore, Malaysia & Philippines?

Indonesia could be a huge bread market due to its huge population.

Does Salim Group still leave a bad taste in Indonesia for QAF?

[shanrui_91]

Why didn't QAF go for Indonesia and stop at Singapore, Malaysia & Philippines?

Indonesia could be a huge bread market due to its huge population.

Does Salim Group still leave a bad taste in Indonesia for QAF?

philippine is a great success as they penetrate it and manage to expand their market share to what it is today. As for indonesia, seemed like Salim group has some interest in some bakery business there, hence not wise to let your left and right fight with each other

[freedom]

I checked indofood, it seems to me that indofood product does not contain bread/bakery.

[shanrui_91]

Salim group's affiliated company Nippon Indosari (34% owned)