QAF and Accordia Golf bottoming out?

sgx:q01
sgx:adqu

#1

Are QAF and Accordia Golf Trust bottoming out? It is tempting to accumulate more to average down my cost price.


#2

are u sure abt Accordia? Check their news bulletins on their utilisation rate over time.


#3

you can refer to this article


#4

Its good to get this view from AK. Give me confidence to accumulate. I have been thinking for a while but not sure what is a good time to do so.


#5

QAF … I still need some convincing LOL


#6

AK’s view, sounds tempting as well.


#7

I think the pork supply issue wont amytime in the next 3 years. As for agt, I haven’t been tracking the price, but seems its around what I anticipated for realistic scenario. Nonetheless to be realist, its probably better to note the play kpis. Mgmt doesnt seem forthcoming. There’s a limit to how many times you can explain declining performance due to storm / snow / typhoon / earthquake. I feel there’s something they are not saying lolz.


#8

Thanks man. QAF is facing Low pork price and if is difficult to see when it will recover. It will take a while to weed out the less competitive supplier. Their Australia subsidiary is one of the 2 larger suppliers and I will assume they have economy of scale and more competitive than the rest and hopefully can outlast the rest.


#9

my views on AGT and QAF. I won’t touch QAF