Highlights
KLSE: NESTLE (4707)       NESTLE (M) BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
122.90   +1.40 (1.15%)  122.10 - 123.10  139,500
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Overview

Market Cap: 28,819 Million
NOSH: 234 Million
Avg Volume (4 weeks):124,152
4 Weeks Range:106.30 - 123.10
4 Weeks Price Volatility (%):
98.81%
52 Weeks Range:75.40 - 123.10
52 Weeks Price Volatility (%):
99.58%
Average Price Target: 87.41
Price Target Upside/Downside: -35.49

Financial Highlight

Latest Quarter | Ann. Date 31-Dec-2017[#4]  |  20-Feb-2018
Next QR | Est. Ann. Date: 31-Mar-2018  |  25-Apr-2018
T4Q P/E | EY: 44.63  |  2.24%
T4Q DY | Payout %: 2.24%  |  99.86%
T4Q NAPS | P/NAPS: 2.73  |  45.02
T4Q NP Margin | ROE: 12.28%  |  100.88%

Headlines

Date Subject
21-Feb-2018 PublicInvest Research Headlines - 21 Feb 2018
21-Feb-2018 Mplus Market Pulse - 21 Feb 2018
21-Feb-2018 Nestlé (Malaysia) Bhd - FY17 Better Than Expected
21-Feb-2018 Nestlé - Dented by Expensive Commodities and Tax
01-Feb-2018 Nestles is Shooting Through the Roof - Koon Yew Yin
22-Dec-2017 股災來時什麼股可抄底?-【NESTLE】
10-Dec-2017 王宝钦.雀巢的股价问题
08-Dec-2017 [转贴] 股王之战~NESTLE之造王回忆录 - 第一天
04-Dec-2017 Mplus Market Pulse - 4 Dec 2017
04-Dec-2017 PublicInvest Research Headlines - 4 Dec 2017
24-Nov-2017 PublicInvest Research Headlines - 24 Nov 2017
24-Nov-2017 Nestlé (Malaysia) Bhd - Weathering Through
24-Nov-2017 Nestlé (Malaysia) Berhad - Expecting Better Performance In The 4QFY17
12-Nov-2017 王宝钦.雀巢星狮积谷防饥
09-Nov-2017 雀巢 削减开销弥补赚幅
08-Nov-2017 广告开销减.原料跌价.雀巢末季表现仍可期
08-Nov-2017 Nestle (HOLD, Maintain) - Extended Woes of Higher Raw Material Cost
08-Nov-2017 Nestle - 3Q17 - Challenging quarter
08-Nov-2017 Mplus Market Pulse - 8 Nov 2017
08-Nov-2017 Nestlé (M) Bhd - Dented by Higher Commodity Costs

Business Background

Nestle (Malaysia) Berhad is an investment holding company. The Company has two segments: Food and beverages and Others, which include Nutrition and Nestle Professional. Its products are categorized into coffee and beverages, culinary aids/prepared foods, milks, liquid drinks, junior foods, breakfast cereals, chilled dairy, ice cream, chocolate and confectionery, healthcare nutrition, performance nutrition and Nestle professional. The Company is the regional manufacturer for infant cereal. The Company's subsidiaries include Nestl Products Sdn. Bhd., Nestle Manufacturing (Malaysia) Sdn. Bhd., Nestle Asean (Malaysia) Sdn. Bhd. and Nestle Foods (Malaysia) Sdn. Bhd.
Analyze this stock with MQ Trader system

  5 people like this.
 
paperplane this is total failure of corp governance loh....
08/02/2018 15:01
CUTLOST I Lv Nestle product..growing and establish brand of company.
08/02/2018 15:13
stockraider EPF SELLING NESTLE LOH.....!!
WHY EPF SELLING SUCH A FINE CO LEH ???
IT COULD BE DUE TO OVERVALUE OR DUE TO NESTLE NEGATIVE BAD PUBLICITY FOR SELLING HEALTH FOOD MILO LOH...!!

Changes in Sub. S-hldr's Int (Section 138 of CA 2016)

NESTLE (MALAYSIA) BERHAD


Particulars of substantial Securities Holder

Name EMPLOYEES PROVIDENT FUND BOARD
Address TINGKAT 19, BANGUNAN KWSP
JALAN RAJA LAUT
KUALA LUMPUR
50350 Wilayah Persekutuan
Malaysia.
Company No. EPF ACT 1991
Nationality/Country of incorporation Malaysia
Descriptions (Class) ORDINARY SHARES

Details of changes

No Date of change
No of securities
Type of Transaction Nature of Interest
1 05 Feb 2018
69,900
Disposed Direct Interest
Name of registered holder CITIGROUP NOMINEES (TEMPATAN) SDN. BHD. EMPLOYEES PROVIDENT FD BD
Address of registered holder LEVEL 42, MENARA CITIBANK 165 JALAN AMPANG 50450 KUALA LUMPUR
Description of "Others" Type of Transaction
2 05 Feb 2018
30,000
Acquired Direct Interest
Name of registered holder CITIGROUP NOMINEES (TEMPATAN) SDN. BHD. EMPLOYEES PROVIDENT FD BD (ABERDEEN)
Address of registered holder LEVEL 42, MENARA CITIBANK 165 JALAN AMPANG 50450 KUALA LUMPUR
Description of "Others" Type of Transaction


Circumstances by reason of which change has occurred DISPOSAL OF SHARES IN OPEN MARKET
PURCHASE OF SHARES IN OPEN MARKET
Nature of interest Direct Interest
Direct (units) 16,185,500
Direct (%) 6.902
Indirect/deemed interest (units) 0
Indirect/deemed interest (%) 0
Total no of securities after change 16,185,500
Date of notice 06 Feb 2018
Date notice received by Listed Issuer 08 Feb 2018
08/02/2018 18:15
tooeasy My persona take regarding the claim made by the nutritionist is actually wrong and misleading. If the milo powder contains 45% of sugar, after diluting it with water the concentration of the sugar indeed fades, BUT the MOLARITY of the sugar is still there, many people got it wrong when they go to mamak and order a teh tarik, only when they found it too sweet, they'll ask for adding water to dilute it, it's actually pointless and you're actually consuming that exact amount of sugar. Those who study chemistry will definitely know this.
09/02/2018 00:40
godhand if klse crash the reason will be because of nestle.
09/02/2018 10:33
DickyMe Milo doesn't taste as good as it was and neither does Maggi Mee. After serving a dish Maggi curry sometimes gets severe headache, nose bleed and some other time, a visit to toilet to flush the waste down toilet bowl. Milo gives stomach upset and it tastes bland even with 5 TABLESPOON. It also causes similar reaction as Maggi Mee does. whole family stopped buying Milo and Maggi Mee. Better health and saved money from buying these unhealthy expensive junks.
09/02/2018 15:29
pang72 3iii...very sad. His stock being attack .up side down.
09/02/2018 17:16
hellbender hmm today KLSE red but Nestle increased to 116.10. I have a theory that Nestle is like a safe haven. when market is red Nestle is up.
09/02/2018 17:52
Ruhaizat Talib Thank's God, I've just bought Nestle at RM57-00 on 2012 & almost 100% capital gains, maybe next 24 month TP180-00
10/02/2018 09:34
MainBesar gud
12/02/2018 15:36
Good_stock Sold most and now switch to Petronm for its low pe high net cash biz
13/02/2018 10:28
optimus9199 My cost price for Nestle just RM 18.00 in year 2008/09
13/02/2018 22:49
pakatan_harapan2 No wonder GE 14 no news. EPF money all push up high price counters.
14/02/2018 09:36
pakatan_harapan2 Why cheating? Say la you work for EPF.

optimus9199 My cost price for Nestle just RM 18.00 in year 2008/09
13/02/2018 22:49
14/02/2018 09:39
kywoo Some people have suggested that Nestle is trading at a PE of 42 and hence is too high to hold on to the share. They should follow the example of EPF and sell as soon as possible to lock in their profits. Indeed it is true that EPF has been actively selling Nestle shares since the share started its meteoric rise 5 months ago. On 9th October 2017 EPF had 20.38 million shares or 8.7% of the company. By 29th January it was left with 16.33 million shares or 6.9% of the company. Hence they have disposed 4 million shares within the 4 months period. Needless to say their average selling price is much lower than the current market price of 117.30. The opportunity cost to EPF is fairly substantial.
This goes to show that professional fund managers and stock analyses are not always right and the lay investors need not follow their advice all the time. In fact almost all the stock brokerage houses set the target price for Nestle at around 85.00 late last year. This shows how off the mark they are. And they are the experts in forecasting stock prices.
In the last few sessions EPF has turn buyer of Nestle shares. I think they are now taking the right step by accumulating the shares again but it is a painful one as the share price has gone up a lot.
The lesson we can learn from Nestle share price is not to rely solely on historical PE alone. Look ahead and see what the prospective PE is if the company continues to grow in profitability. Some foreign investors can see that in Nestle Malaysia and I believe that they have been aggressively accumulating the stock.
14/02/2018 21:36
apolloang should be 80-90 max only.....epf been buying stocks at unrealistic value.even mynews PE more than nestle epf also buy
14/02/2018 21:49
curious2 PE 47.49 cheap? EPF pay 6.9% dividend so can Nestle pay 6.9% dividend?
15/02/2018 06:03
Nihar Mynihar nestle has a new business
15/02/2018 14:33
PlsGiveBonus http://www.milo.com.my/?q=products/milo-powder
15/02/2018 15:06
winston1 Long overdue for bonus or split or both
15/02/2018 15:10
apolloang split to 10cts and 10 for 1 bonus ar? if like that I buy lah....haha
15/02/2018 15:21
curious2 EPF not stupid. They tipu you with buy buy buy. After you chase high they sell.
15/02/2018 17:08
16/02/2018 21:19
optimus9199 Wishing all share holders of NESTLE a Happy and Propsperous CNY . May abundance and wealth be with you always!
19/02/2018 08:12
MCC8 Gong Xi Fa Chai ! HUat Ah! Wow this morning The highest RM 121. :)
19/02/2018 10:09
kywoo Believe it or not. Nestle has still a long way from its full potential target price. It will just go up and up for 2018 at least. This is not due to speculation. It is because the fundamentals and potential of the company is still underrated. (Forget all the talk of high historical PEs) Secondly, there is hardly any share for sale in the open market.( If you buy 100,000 shares, the price will shoot up to the sky.) All weak holders have been eliminated by now. Those holding the shares now are very staunch supporters. Thirdly, I suspect some big overseas pension funds have bought substantial blocks of Nestle and they intend to hold on to the shares for a long time to come. Thanks to the stock being added to the MSCI Global index.
19/02/2018 12:17
Cindy Lee To all those noobs who claim the stock is overvalued and always looking solely on reports alone that the stock is priced at only 90 bucks please read this.

https://www.investopedia.com/ask/answers/021315/what-does-it-mean-if-shares-market-value-significantly-higher-its-book-value-common-share.asp
19/02/2018 22:54
Mohd Fahmi Bin Jaes Buy. Gap up
20/02/2018 17:46
optimus9199 Congrats to all holders of Nestle, net profit up 99%, Div RM 1.35
20/02/2018 17:50
Pc Tan tomolo 130
20/02/2018 18:03
Sebastian Sted Power good counter no need to promote
20/02/2018 18:17
gohkimhock Good result. Got the economic moat. Congratulations to all Nestlé shareholders.
20/02/2018 18:49
fkser very good
20/02/2018 19:11
hollandking wow, still up,
20/02/2018 19:13
Kendo Ken Hz Buy buy, can double
20/02/2018 19:38
wynn186 Strange. Profit not much, 600+ million. Nta < 3. Dividend only 2k+ but price....???
20/02/2018 20:18
Why_ PE 44 cheap?
20/02/2018 21:19
20/02/2018 22:16
shpg22 FY17 Q4 result is within expectation, nothing extraordinary. Full Year FY17 PATMI has just grown by a pathetic 1.4% YoY. Slight improvement on dividend payout but FCF keep deteriorating. Looking forward FY18(F) PATMI is expected to be stagnant or slightly contracts. It is currently trading at a mind boggling P/E 44X & Price/NTA of over 30X with a mediocre DY of 2.3% at 120.
20/02/2018 23:25
optimus9199 Buy as much as possible Nestle.
21/02/2018 00:10
isupertrader P/E too high now. Be careful
21/02/2018 02:26
arv18 Going to hit RM150 per share. A "respectable" stock price on Bursa.

US, Amazon is over 1100+ USD, don't even talk about Priceline....
21/02/2018 04:02
optimus9199 There are counters which are priced at PE of 88 e.g. Msia Airports and Axiata. Many of USA shares are also priced at PE of 30-50x. It's the growth momentum which are supporting the company.
21/02/2018 06:25
3iii Excellent result by Nestle.

Even more remarkable is this latest quarterly result did not include the pre CNY sales (CNY 2018 in Feb) compared with the same quarter in 2016 which included preCNY sales (CNY in 2017 was in January).

We can expect Q1 2018 to be better than Q1 2017 due to the preCNY effect.

Yes, Nestle PE has expanded and its DY has contracted recently.

Looks like the market has priced the good results expected of Nestle in 2018.

Those who own this stock for the long term should preferably continue to hold this great stock.
21/02/2018 06:39
3iii In 2008, Nestle gave a dividend of 191 sen per share.

This year 2018, is dividend for 2017 (Price RM 27) was 275 sen per share. (Share price RM 120).

At historical price per share of RM 27 and latest DPS of 275 sen, the DY based on the historical cost just exceeds 10%.

Nestle is an example of Dividend Growth Investing stock.
21/02/2018 06:56
GooGooDolls Unbelievable price now
21/02/2018 09:33
MCC8 Wow, historical highest at RM 123.10 . So Good, This year announced give more dividen RM 135 ex at 11/5/2018 :)
21/02/2018 11:34
darkstar HLB TP85
21/02/2018 11:52
hellbender now i wander if too add, sell or hold....decisions decisions... any one?
21/02/2018 12:26
goreng_kaki in bear market, applied PE 10 this stock only worth RM 27.50
21/02/2018 12:52


 

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