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674 comment(s). Last comment by kentg03 at Jun 21, 2019 4:33 PM
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newbie911
749 posts

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

Sultan johor will help tis counter?


freddiehero
6422 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 7:58 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
138 posts

Posted by Yi Heng > Jan 18, 2019 8:30 PM | Report Abuse

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


RainT
3407 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
2637 posts

Posted by signalmw > Jan 23, 2019 3:55 PM | Report Abuse

Fgv


Good123
677 posts

Posted by Good123 > Jan 23, 2019 5:11 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
677 posts

Posted by Good123 > Jan 23, 2019 6:00 PM | Report Abuse

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


commonsense
471 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
3407 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
168 posts

Posted by BringMeFly > Feb 11, 2019 5:19 PM | Report Abuse

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


RainT
3407 posts

Posted by RainT > Mar 5, 2019 11:13 PM | Report Abuse

don't trust investment banker analyst report la

dont your own judgement and decision

take it as pinch of salt

if u stay long in Bursa, you will very understand what I mean


ivan9511
3430 posts

Posted by ivan9511 > Mar 7, 2019 4:37 PM | Report Abuse

bjfood seem is the one the BOSS want limit upppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppp

Luciky I have bjfood , bjauto , bjland and bjc
as I said THEBOSS is playing trick
they not easy to let you guys take any single 0.5sen from his pocket
when we said BJland is the most cash in BJc then they chgn target see look I am right on them anyway buy all sure got one they cannot runaway

BJfood now maybe is the right one ?


RainT
3407 posts

Posted by RainT > Mar 14, 2019 6:09 PM | Report Abuse

seem start get good profit already

recent quarter sales and profit look is on uptrend mode now


ckh823
141 posts

Posted by ckh823 > Mar 14, 2019 7:20 PM | Report Abuse

Half of the raw materials in usd... Sure good la.. This is the highest revenue and profit in the quarter report... But dividend too less le.. Only 1 cent


shpg22
1923 posts

Posted by shpg22 > Mar 14, 2019 8:33 PM | Report Abuse

Current price is at high valuation. Upside is limited despite better result.


ckh823
141 posts

Posted by ckh823 > Mar 14, 2019 9:06 PM | Report Abuse

Since 11 Mar, half of the daily transactions were created by Vincent Tan. No volume at all.... Can go Holland tomorrow


RainT
3407 posts

Posted by RainT > Mar 17, 2019 6:21 PM | Report Abuse

Starbucks demand is always good in Msia

Problem is the high valuation now with the high PE

plus also with VT manipulation

not worth to invest counter


VFTRADER
644 posts

Posted by VFTRADER > Mar 21, 2019 10:35 AM | Report Abuse

Start share buy back!!
Ops CF must be very strong if not getting loan...


James Ng
1062 posts

Posted by James Ng > May 7, 2019 11:44 AM | Report Abuse

https://klse.i3investor.com/blogs/general/205418.jsp
[转贴] [BERJAYA FOOD BHD:新的消费者信心水平加上集团的扩张计划,将推动集团的业务增长] - James的股票投资James Share Investing


ivan9511
3430 posts

Posted by ivan9511 > Jun 12, 2019 7:16 PM | Report Abuse

ivan9511 the best move for me is sapu a lot of bjauto and bjfood when lowest price and I do this act because need to cover my bjc loss
As I comment many times on Bjland and Bjc forum want play VT counter cannot just all in Bjland ,
becuase when you guys look good on bjlbjc and especially when Vt mention Bjland is undervalued then must be careful Trap normally come now ,
so when VT say bjc Undervalued I start do strgy I sapu Bjc, Bjl , BJfood Bjauto ,Bjtoo

And I will sapu more 10% whenener I sapu bjland on 21sen
that mean my Bjfood and Bjauto are always more than bjland so that is cover me
when Bjland up I get bonus
if no up I made money from food and Auto
I have mention that we cannot put hope on BJC and Bjland must use VT other counter to cover
why I like Bjfood because VT cannot cover profit from Startbucks , as I said we can see Startbucks business everyday , Vt tak berani tell you Starbuck rugi
everytime I go genting Starbucks the most people coffee
no matter how expensive SB still got billions people like to drinks is a super profit company bjfood

Vt other business we cannot see on our eyes like property , media , hotel that why he can do a lot of backhand if he want
Bjland Bjc we susah nak tau ? Of cousre I only guess I have no evidence , so We cannot say Vt not honest unless we i=got evidence ?
food and Auto easy
Car sales keep increase
food is a must issue
12/06/2019 7:15 PM


James Ng
1062 posts

Posted by James Ng > Jun 15, 2019 8:16 AM | Report Abuse

https://klse.i3investor.com/blogs/general/210906.jsp
[转贴] [BERJAYA FOOD BHD:星巴克同店销售增长以及在马来西亚经营的星巴克咖啡馆与同一季度相比,数量有增加] - James的股票投资James Share Investing


kentg03
959 posts

Posted by kentg03 > Jun 21, 2019 4:33 PM | Report Abuse

Drop until next quarter

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