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662 comment(s). Last comment by BringMeFly at Feb 11, 2019 05:19 PM
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newbie911
595 posts

Posted by newbie911 > Jan 8, 2019 08:22 PM | Report Abuse

Sultan johor will help tis counter?


freddiehero
4003 posts

Posted by freddiehero > Jan 8, 2019 10:09 PM | Report Abuse

we all like mcd happy meal


oi88
52 posts

Posted by oi88 > Jan 8, 2019 11:13 PM | Report Abuse

Weakening of the MYR against the USD (2019 house assumption average: RM4.12). Berjaya Food and Padini

are beneficiaries of a stronger MYR. Half of Berjaya Food’s raw material is purchased in USD while 70% of Padini’s raw material is sourced from China.

Source: https://klse.i3investor.com/blogs/AmInvestResearch/188948.jsp


Epicvestor123
28 posts

Posted by Epicvestor123 > Jan 18, 2019 07:58 PM | Report Abuse

For those who invest in US stocks investor through Etoro or other foreign broker, can refer my blog about Starbucks latest threats in China. LINK: epicvestor.blogspot.com (article: 18/1)

Best Regards


Yi Heng
62 posts

Posted by Yi Heng > Jan 18, 2019 08:30 PM | Report Abuse

bjfood not only manage Starbuck malaysia?profit in china got contribute to bjfood?


RainT
2154 posts

Posted by RainT > Jan 22, 2019 11:34 PM | Report Abuse

no la

BJFOOD only get the franchise license in Msia only

other countries Starbucks not relate with BJFOOD

it relate with parent company of Starbucks in USA


signalmw
2018 posts

Posted by signalmw > Jan 23, 2019 03:55 PM | Report Abuse

Fgv


Good123
47 posts

Posted by Good123 > Jan 23, 2019 05:11 PM | Report Abuse

the only profitable listed company using berjaya brand name as part of its name (shariah compliant also)at this moment ... another one is the gaming company, bjtoto (non-shariah compliant)... :)


Good123
47 posts

Posted by Good123 > Jan 23, 2019 06:00 PM | Report Abuse

KRR will also introduce cheaper foods menu plus local favourite foods e.g. nasi lemak :)


commonsense
325 posts

Posted by commonsense > Jan 29, 2019 10:17 AM | Report Abuse

1H19 profit of RM13.2 mil is an improvement of 19% compared to 1H18 result of only RM11.1mil. The growth in both revenue and bottom line are driven by the company’s expansion of the Strabucks brand (opened 6 new outlets) couple by the lower losses of Kenny Rogers business (the company closed 3 loss making outlets during the period). Future growth will be driven by new Starbucks stores opening.

However, at the current share price, the valuation of Berjaya Food looks pretty expensive. Assuming that the company managed to reach a profit of RM30mil in FY19 (meaning 3Q and 4Q need to achieve an average profit of RM8.5mil which had only been achieve once in 3Q15), at the current share price the company would have already been valued at around 17x forward PE. Some investors might be a bit too bullish on the potential growth rate going forward and will potentially be disappointed if the profit growth slows down in FY20.

If you are looking to diversify your portfolio outside of Berjaya Food (due to its relatively high valuation) I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.


RainT
2154 posts

Posted by RainT > Feb 1, 2019 12:20 PM | Report Abuse

so funny see some people link Starbucks China with BJFOOD

they must be still sleeping ,not yet wake up


BringMeFly
35 posts

Posted by BringMeFly > Feb 11, 2019 05:19 PM | Report Abuse

https://www.thestar.com.my/business/business-news/2019/02/08/cimb-research-retains-add-for-berjaya-food-higher-target-price/

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