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269 comment(s). Last comment by yiniugongxiong at Mar 20, 2019 6:15 PM
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5354_
1105 posts

Posted by 5354_ > Nov 8, 2018 7:23 PM | Report Abuse

QR out. PE33 why EPF think cheap and buy until 12%?


enigmatic
178 posts

Posted by enigmatic > Nov 9, 2018 12:03 AM | Report Abuse

stock will rise. best quarter in years, in fact best fiscal year in years.


TYS_Capital
1594 posts

Posted by TYS_Capital > Nov 9, 2018 6:58 PM | Report Abuse

dragged by klci only, just share price changed. in fact, company continue to make money. superb


BN_forever
46 posts

Posted by BN_forever > Nov 19, 2018 3:00 PM | Report Abuse

Soda tax is better than GST?


BN_better
452 posts

Posted by BN_better > Nov 23, 2018 9:19 AM | Report Abuse

GST better than soda tax.


BN_better
452 posts

Posted by BN_better > Nov 27, 2018 3:21 PM | Report Abuse

We want GST not SST or soda tax.


enigmatic
178 posts

Posted by enigmatic > Dec 22, 2018 1:15 PM | Report Abuse

Dividend maintained the same as last year. Kinda disappointing actually, considering the huge leap in profits over 2017.


James Ng
869 posts

Posted by James Ng > Jan 19, 2019 10:11 AM | Report Abuse

https://klse.i3investor.com/blogs/general/190734.jsp
[转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing


moneylailai
66 posts

Posted by moneylailai > Jan 22, 2019 4:49 PM | Report Abuse

nice sharing james


jackMaDe
44 posts

Posted by jackMaDe > Jan 22, 2019 5:44 PM | Report Abuse

good counter for long term


LouiseS
105 posts

Posted by LouiseS > Jan 26, 2019 12:37 PM | Report Abuse

Steady increase of earnings in last five years, EPS increase around 30% from 2014 to 2018, ROE is good at 16.64%, however PE is high at 32.04, and dividend yield is low, at 1.71%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_25.html


3iii
5398 posts

Posted by 3iii > Jan 31, 2019 9:42 PM | Report Abuse

F&N Financial Information
Market Capital (RM)
: 12.456b
Number of Share
: 366.78m
EPS (cent)
: 109.37 *
P/E Ratio
: 31.05
ROE (%)
: 16.52
Dividend (cent)
: 57.500 ^
Dividend Yield (%)
: 1.69
Dividend Policy (%)
: 0
NTA (RM)
: 6.620
Par Value (RM)
: 1.000


i3lurker
455 posts

Posted by i3lurker > Jan 31, 2019 9:46 PM | Report Abuse

sugar tax wun affect F&N

rakyat will do more corruption to eat more sugars
or
refuse to pay road summons to get money to buy sugars

BUY F&N

everyday limit up.


4444
1294 posts

Posted by 4444 > Jan 31, 2019 10:19 PM | Report Abuse

Sales drop YOY bec people avoid sugary drink?


moneykj
4651 posts

Posted by moneykj > Feb 21, 2019 12:00 PM | Report Abuse

F&N too high. Go Dksh.


commonsense
411 posts

Posted by commonsense > Mar 4, 2019 3:50 PM | Report Abuse

F&N will likely face earnings weakness in 3Q19 onwards from the implementation of the sugar tax. Currently 90% of the company’s beverage product in Malaysia are expected to be impacted by the new tax (to be implemented in April 2019). This will result in potentially lesser demand for the company’s products which would affect both its revenue and profit margin (due to higher unit cost) in the future. We will need to wait for the 3Q19 (or even better 4Q19 result) to see the full affect of the sugar tax on the company’s bottom line.

That being said, even if we were to use the 12 months trailing profit, at the current share price the company is already been valued at a high of 32x PE. This is high considering F&N growth rate for the past 7 years was only at an average of 3.4% per annum.

If you are looking to diversify your portfolio outside of F&N (due to its relatively high valuation), I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.4x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV.

FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well).

Given the very good result in 4Q18, MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at a very low PE of only 5.3x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x.

Good luck.


8888_
476 posts

Posted by 8888_ > Mar 19, 2019 12:28 PM | Report Abuse

Sugar tax only extra tax in 2019 also up? Bursa control by crooks?


James Ng
869 posts

Posted by James Ng > Mar 20, 2019 10:17 AM | Report Abuse

https://klse.i3investor.com/blogs/general/198712.jsp
[转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing


yiniugongxiong
144 posts

Posted by yiniugongxiong > Mar 20, 2019 6:15 PM | Report Abuse

F&N 3689 INFORMATION OVERVIEW 1
https://yiniugongxiong.blogspot.com/2019/03/f-3689-information-overview-1.html

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