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1.94   +0.12 (6.59%)  1.85 - 1.94  21,100
893 comment(s). Last comment by investortrader88 at Sep 22, 2021 12:50 PM
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vcinvestor
270 posts

Posted by vcinvestor > Nov 16, 2020 4:19 PM | Report Abuse

based on current EPS of 2.93 per share (annualized 11.7 per share), 15x P/E = RM1.76; 20x P/E = RM2.34. Now that Kenny Rogers Roasters is no longer bleeding so badly, possible for BJFOOD to repeat its 1Q21 performance for the rest of the year. Stronger ringgit also helps its bottom line as coffee beans (main COGS and imported in USD) are now cheaper.


Meanyunny
2 posts

Posted by Meanyunny > Nov 24, 2020 4:45 PM | Report Abuse

Why is price spiking?


vcinvestor
270 posts

Posted by vcinvestor > Nov 25, 2020 12:18 PM | Report Abuse

today baru boleh kata spiking...


Meanyunny
2 posts

Posted by Meanyunny > Nov 25, 2020 1:56 PM | Report Abuse

Kenapa spiking?


aaabbbccc
507 posts

Posted by aaabbbccc > Dec 1, 2020 6:44 PM | Report Abuse

y today drop so much in a day ?


gemfinder
6093 posts

Posted by gemfinder > Dec 14, 2020 11:39 PM | Report Abuse

Buy in 156. Bjfood beneficiary of strenthening rm


vivoviva
774 posts

Posted by vivoviva > Jan 26, 2021 4:13 PM | Report Abuse

whats the TP? Starbucks doing well despite MCO


wehcant
1264 posts

Posted by wehcant > Feb 10, 2021 11:08 AM | Report Abuse

Good qtr earning. Well rewarded like getting a good BJ food on the bed!


TrumpJr
815 posts

Posted by TrumpJr > Feb 12, 2021 1:43 PM |

Post removed. Why?


TrumpJr
815 posts

Posted by TrumpJr > Feb 12, 2021 5:40 PM |

Post removed. Why?


Ben Tan
454 posts

Posted by Ben Tan > Feb 20, 2021 3:53 PM | Report Abuse

https://klse.i3investor.com/blogs/bursainvestments/2021-02-20-story-h1541108287-Is_Travel_and_SOP_Easing_Now_a_Good_Move.jsp


ivanlau
1095 posts

Posted by ivanlau > Mar 27, 2021 8:35 PM | Report Abuse

frankly speaking, coffee bean better than starbucks...........


ZigZag
118 posts

Posted by ZigZag > Apr 1, 2021 9:22 AM | Report Abuse

this counter just breakout 5 years resistance and vincent tan also acquiring recently..


mokluhanj21
257 posts

Posted by mokluhanj21 > Apr 1, 2021 4:00 PM | Report Abuse

BJ Food last time was a bit lousy as an investment because holding so many lousy brand like KR. (who eats KR anymore? Got so many thing also like Nandoz and all)

Now better. Good portfolio management at the Corporate level is good. Stabask Malansia now ok la. Good lifestyle product, good cost management after Kofit and now hopefully with Mr International at Group level, we alls go up up up.

888888
thank you Tan Sri...66% ady, why dont just cross 75% hihihi :P


ZigZag
118 posts

Posted by ZigZag > Apr 1, 2021 4:06 PM | Report Abuse

Hope the breakout is genuine hehe.. 2.20 first then 2.80 if trend is strong..


cywk
242 posts

Posted by cywk > Apr 1, 2021 10:24 PM | Report Abuse

this counter good to buy.. got steady divinded... as good as blue chip. not a roller coster counter.


Maxsuper
1407 posts

Posted by Maxsuper > Apr 2, 2021 12:48 PM | Report Abuse

..... any big plan for this counter?


hongheng7
213 posts

Posted by hongheng7 > Apr 2, 2021 4:55 PM | Report Abuse

Bjfood = Starbucks Growth


Maxsuper
1407 posts

Posted by Maxsuper > Apr 2, 2021 6:00 PM | Report Abuse

... yesterday great closing made me buy at 1.96.....again great closing today...


Maxsuper
1407 posts

Posted by Maxsuper > Apr 5, 2021 11:10 AM | Report Abuse

..... everyday up 5sen is enough....


Maxsuper
1407 posts

Posted by Maxsuper > Apr 6, 2021 6:21 PM | Report Abuse

..... down 15sen closed up 10sen... simply fantastic... maybe something big otw....


Maxsuper
1407 posts

Posted by Maxsuper > Apr 8, 2021 7:32 PM | Report Abuse

... everyday closed unchanged..... something fishy...


Maxsuper
1407 posts

Posted by Maxsuper > Apr 12, 2021 5:35 PM | Report Abuse

........ very steady..... 2.50 takeover?


dollardollarbill
185 posts

Posted by dollardollarbill > Apr 13, 2021 9:08 AM | Report Abuse

Bjfood is a good stock. Besides buying the SBUX US stock, where on earth can you buy an almost pure play Starbucks stock


Maxsuper
1407 posts

Posted by Maxsuper > Apr 13, 2021 6:18 PM | Report Abuse

.... April 6th 7th 8th 9th four days unchanged 2.10.......now 2 days unchanged 2.15.....someone is slowly accumulating....


Maxsuper
1407 posts

Posted by Maxsuper > Apr 14, 2021 2:22 PM | Report Abuse

... hold tight2 everyone.... something is brewing....


Maxsuper
1407 posts

Posted by Maxsuper > Apr 14, 2021 9:01 PM | Report Abuse

......... is today's closed all time high?.... anyone knows?


Maxsuper
1407 posts

Posted by Maxsuper > Apr 15, 2021 10:38 PM | Report Abuse

...... another superb closing....


RainT
8410 posts

Posted by RainT > May 6, 2021 7:41 PM | Report Abuse

sales of kenny rogers start to bear fruits

BJFOOD profit now looks stable & predictable


bulldog
10282 posts

Posted by bulldog > May 13, 2021 6:41 PM | Report Abuse

Accumulation in progress

Huat chaiii


roger3210
562 posts

Posted by roger3210 > Jun 4, 2021 1:21 AM | Report Abuse

ANEKA(0226)业绩分享
以去年上市的公司来说,鲜少有公司至今依然处于低于 IPO 的价位 – 而今天分享的 ANEKA 以目前来说,对比其 IPO 价格的 RM 0.330 一股还低;那今天的分享将会讲述 ANEKA 的业绩、公司的前景以及公司的估值。不过由于公司并无按年可比较的数据,因此将主要对比 FY 2021 Q1 为准。

• ANEKA 在该季度(“FY 2021 Q2”)的营业额为 RM 29.3 Million,对比 FY 2021 Q1 的 RM 32.1 Million 下跌了 8.63%;而以目前来说,公司有约 RM 27.0 Million 或 92.00% 的营业额来自于马来西亚的业务,剩余的 8.00% 则是来自于印尼方面的业务。

• 管理层在季报内有提到,公司因为 MCO 2.0 而导致工程被拖缓;不过据我所知,公司在 MCO 后打桩机的使用率偏高,甚至于需要租借同行的机械来进行工程 – 反映出公司的业务已经持续出现了好转。

• 虽然公司并无提及他们的订单,但公司在近期内持续获得多个建筑项目的订单;如公司获得 Nakano Construction Sdn. Bhd.(“NCSB”)价值 RM 28.9 Million 的订单、同时也获得了 Gaya Kuasa Sdn. Bhd.(“GKSB”)价值 RM 16.4 Million 的订单以及最近其公司获得 IJM Construction Sdn. Bhd.(“ICSB”)价值 RM 77.8 Million 的订单,合计为 RM 123.1 Million,这除了反映出 ANEKA 的订单状况良好之外,也显示出建筑领域 – 尤其是私人领域依然在持续发展中。

• 另外,公司在 Note A9 内虽然提及公司分别有建筑业务(“Construction”)以及设备租凭(“Rental Equipment”)的业务;不过为了避免读者亲自阅读季报会混淆,直接参考建筑业务就行,基本上租凭的业务是公司属于自己的业务,在最后会被回扣出来。

• 以毛利而言,公司在该季度的毛利为 RM 4.8 Million,对比 FY 2021 Q1 的 RM 5.2 Million 下滑了 7.25%;管理层提及该季度的业绩下滑主要是因为营业额下滑,不过毛利率在该季度也从 16.14% 提升到该季度的 16.39%。

• 以净利而言,公司在该季度的净利为 RM 1.4 Million,对比 FY 2021 Q1 的 RM 0.5 Million 亏损则是改善了 399.14%;这主要是因为在 FY 2021 Q1 公司有一次性的 RM 2.2 Million IPO 费用导致亏损加剧 – 接下来公司并不会再被 IPO 费用影响。

• 提及 IPO 集资的资本来说,ANEKA 在近期也做出了非常有趣的举动;即公司原本将购置一台钻孔直径为 2.5 米、钻孔深度为 87.0 米的钻孔机械更换为暂钻孔直径 3.7 米、钻孔深度为 100.0 米的机械,另外也将原本打算偿还银行贷款的资金用在购置该钻孔上 – 以个人对于公司的了解,若非业务良好,公司鲜少会将偿还贷款的数额用在购置机械上,配合上述公司获得的合约,很难不想象公司接下来的业绩会持续改善。

• 以净经营现金流而言,公司在该季度的净经营现金收入为 RM 3.1 Million,而对比 FY 2021 Q1 的 RM 2.6 Million 净流出来说改善了许多;不过客观而言,建筑领域的现金流并不稳定,因此最好还是等待整个财政年完成再做出对于现金流的评估。

• 以公司的现金而言,目前 ANEKA 剔除在银行高达 RM 8.7 Million 的定存以及 RM 2.8 Million 的银行透支,实际流动现金为 RM 12.4 Million;虽然债务高达 RM 27.3 Million,但绝大部分都是贸易用的贷款,通常都为短期,因此短期内,公司应暂无现金流方面的问题。

• 目前 ANEKA 也依然并未公布派发任何股息。

以 ANEKA 这家公司来说,公司对比起其他的建筑领域的公司确实缺少曝光率。不过我们看到公司最坏情况已经过去,业务也随着公司获得众多合约有望持续改善。不过要回到公司巅峰的表现依然需要一段时间 – 而目前公司的估值为 52.12 倍的 P/E,若是以每个季度 RM 1.5 Million 的净利来计算的话,折合净利为一年 RM 6.0 Million;根据这样的计算方式而言 ANEKA 的未来 P/E 估值大约为 26.83 倍。

而有趣的是,公司的同行 ECONBHD(5253)目前依然是负 P/E 估值,而 PTARAS(9598)则是较为合理,目前在 12.25 倍。但已过去打桩领域来说,普遍比一般的建筑公司高出 2 倍左右的估值(ECONBHD 以及 PTARAS 的 5 年平均值分别为 32.10 倍以及 21.10 倍),因此 ANEKA 如果持续获得新的合约,继续成长下去的话,则是非常不错的。配合目前市场因为疫情而恐慌,ANEKA 的股价也并无太大的波动,或许大家可以开始关注这家比较被市场冷落的建筑公司。


ongth60
548 posts

Posted by ongth60 > Jun 21, 2021 6:35 PM | Report Abuse

They are going to lose allot of customer base since their new Starbucks migration app is a disaster. Users can't login or credit went missing while there is no visibility or communication what is happening or what's going on...


Colgate
7388 posts

Posted by Colgate > Jun 23, 2021 11:25 PM | Report Abuse

KUALA LUMPUR: Berjaya Food Bhd posted net losses of RM30.16mil on revenue of RM111.56mil in the fourth quarter ended June 30,2020 as it was adversely affected by the outbreak of Covid-19 pandemic and movement curbs.

Hello Brother can you still buy kah every time you lose money???


DingHai888
57 posts

Posted by DingHai888 > Jul 28, 2021 9:44 AM |

Post removed. Why?


Noni
286 posts

Posted by Noni > Aug 19, 2021 10:33 AM | Report Abuse

"Also, the group recognised the income upon termination of the old Starbucks reward programme," it said, adding that it saw lower operating costs, resulting from effective cost management to mitigate the impact of Covid-19.

Take away your base customers reward and recognized it as income.
Short term gain, long term bye bye......


Bgt 9963
7438 posts

Posted by Bgt 9963 > Aug 19, 2021 5:03 PM |

Post removed. Why?


bulldog
10282 posts

Posted by bulldog > Aug 20, 2021 8:28 AM | Report Abuse

Good morning

Huat chaiii


bulldog
10282 posts

Posted by bulldog > Aug 20, 2021 8:28 AM | Report Abuse

Accumulation in progress

Huat chaiii


Bgt 9963
7438 posts

Posted by Bgt 9963 > Aug 20, 2021 8:49 AM |

Post removed. Why?


wallstreetrookie
5914 posts

Posted by wallstreetrookie > Aug 23, 2021 2:52 PM | Report Abuse

I am too late. Consumer discretionary is the next sector to watch. In layman terms, food and beverage/ any non-essential goods and services


wallstreetrookie
5914 posts

Posted by wallstreetrookie > Aug 25, 2021 11:56 AM | Report Abuse

insiders bought again. But why?


mokluhanj21
257 posts

Posted by mokluhanj21 > Sep 21, 2021 3:07 PM | Report Abuse

steady ah. tak bergerak when the world is literally burning!


investortrader88
2835 posts

Posted by investortrader88 > Sep 22, 2021 12:50 PM | Report Abuse

Got some tickets at RM 2.00 this morning.good luck guys

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