Highlights
KLSE: BJFOOD (5196)       BERJAYA FOOD BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.38   -0.02 (1.43%)  1.38 - 1.39  202,600
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Overview

Market Cap: 527 Million
NOSH: 382 Million
Avg Volume (4 weeks):486,536
4 Weeks Range:1.35 - 1.54
4 Weeks Price Volatility (%):
15.79%
52 Weeks Range:1.28 - 1.81
52 Weeks Price Volatility (%):
18.87%
Average Price Target: 1.80
Price Target Upside/Downside: +0.42
Stamp duty exempted for year 2019

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2019 [#1]  |  11-Nov-2019
Next QR | Est. Ann. Date: 31-Dec-2019  |  11-Feb-2020
T4Q P/E | EY: 29.55  |  3.38%
T4Q DY | Payout %: 2.07%  |  61.08%
T4Q NAPS | P/NAPS: 0.9689  |  1.42
T4Q NP Margin | ROE: 2.75%  |  4.82%

Headlines

Date Subject
18-Nov-2019 Berjaya Food Holdings - Higher Raw Materials and Tax Rate
12-Nov-2019 Berjaya Food - 1QFY20 hurt by MFRS16
12-Nov-2019 Berjaya Food Holdings - Higher Raw Materials and Tax Rate
25-Oct-2019 Daily Technical Highlights – (SCICOM, BJFOOD)
22-Oct-2019 Stocks on Radar - Berjaya Food (5196)
14-Oct-2019 Budget-2020 - Prosperity shared and future proofed
09-Oct-2019 Berjaya Food Holdings - GrabFood Tie Up to Add Starbucks Volumes
02-Oct-2019 Berjaya Food Holdings - GrabFood Tie Up to Add Starbucks Volumes
27-Sep-2019 Strategy - Malaysia: Remains on FTSE WGBI Watch List
21-Aug-2019 Berjaya Food - Lower Margins During Fasting Season
21-Aug-2019 Berjaya Food Holdings - KRR Store Closure Expenses
17-Jul-2019 Daily Technical Highlights – (MYEG, BJFOOD)
05-Jul-2019 Consumer - Subdued 2H19 Expected
01-Jul-2019 Malaysia - Inexpensive for a Defensive Market
18-Jun-2019 【视频】成功食品 星巴克支撑盈利
14-Jun-2019 Berjaya Food Holdings - KRR Malaysia Stutters
14-Jun-2019 Berjaya Food - FY19 net profit surges 58.9%
14-Jun-2019 Mplus Market Pulse - 14 Jun 2019
03-Jun-2019 Strategy - Malaysia: A ‘Pass’ for 1Q2019 results
16-May-2019 Berjaya Food Bhd - Expanding well

Business Background

Berjaya Food Bhd is an investment holding company. Through its subsidiary companies, it focuses on development and operation of restaurant and cafe chains and retail outlets in Malaysia and other Southeast Asian countries. The company is engaged in the operation of the Starbucks coffee chain of cafes and retail outlets, development and operation of the Kenny Rogers Roasters chain of restaurants featuring rotisserie-roasted chicken as core product and sale of food and beverage in Malaysia. It operates in Malaysia, Indonesia, Singapore and Other Southeast Asian countries of which majority of the revenue is generated from Malaysia through the sale of food and beverages.
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  7 people like this.
 
aaabbbccc this a good stock
20/09/2018 9:51 PM
aaabbbccc buy buy buy
21/09/2018 6:12 PM
newbie911 Heavy share buy back by company and Vincent Tan!!!
02/10/2018 9:51 PM
Pang Good stock, starbucks doing well, loss reduce.
04/10/2018 9:42 AM
secret1q day day share buy back, why??
05/10/2018 7:43 AM
emmcee http://www.plus.com.my/index.php?option=com_content&view=article&id=726%3Atransforming-highway-rest-areas-plus-collaborates-with-major-fab-business-partners&catid=1%3Apress-releases&Itemid=69&lang=en

Partner with PLUS will create more steady income to BJFOOD in future.
Possible this is one of the reason heavy share buy back by company last 4 days.
06/10/2018 2:59 PM
smalltimer Should inject Wendys into the co
06/10/2018 10:29 PM
aaabbbccc make it drop to 1.3 tht level
16/10/2018 4:56 PM
James Ng https://klse.i3investor.com/blogs/general/178911.jsp
[转贴] [BERJAYA FOOD BHD:新的消费者信心水平预计将推动集团的业务增长] - James的股票投资James Share Investing
19/10/2018 3:03 PM
RainT with the disposal of Kenny rogers will BJFOOD profit getting better

in Msia Starbucks still very popular among people
29/10/2018 11:36 PM
shpg22 These bunch of anal-lyts always look in front and never look back. Ignoring previous share dilution, nearly 3x since IPO (rights issue, private placement etc) & deteriorating balance sheet with ever increasing in debts and poor liquidity.
07/11/2018 12:30 PM
tw01 Good good !
06/12/2018 9:50 AM
LouiseS Based on current annual report, Starbucks revenue and profit are increasing. It is making good initiative to source raw materials from local source. The Kenny Rogers business is making losses pbt 6.7 million. Jollibean also making losses, but less than the year before. the dividend is quite consistent, 1sen per quarter since last nine quarters, but share price still too high, PE 154. This counter has future potential only if Starbucks can maintain its competitiveness and edge, because both Kenny Rogers and Jollibean are making losses, and facing stiff competition from other F&B providers.
09/12/2018 11:32 PM
zhangliang already cut off KRR in Indon. Now more profit. Big boss buying recent
11/12/2018 9:50 PM
zhangliang dw can go more upside
15/12/2018 3:06 PM
TakeProfits Lousy stock lar,fellas. Got better stocks than this. Kenny Rogers and jollibeans raj Hume punya business. Only Starbucks ok. Year high only 1.90...kikiki..lol
17/12/2018 3:46 AM
godhand This counter many years already depressed margin
28/12/2018 12:05 PM
limkokthye kenny rogers boh ho chiak, taste like sai nia
29/12/2018 11:13 AM
secret1q Both Revenue and profit in historical high but share price near to historical low. Pending market readjustment.
06/01/2019 2:18 AM
Yi Heng 1.3 i will all in again
06/01/2019 10:05 AM
newbie911 Sultan johor will help tis counter?
08/01/2019 8:22 PM
freddiehero we all like mcd happy meal
08/01/2019 10:09 PM
oi88 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
08/01/2019 11:13 PM
Yi Heng bjfood not only manage Starbuck malaysia?profit in china got contribute to bjfood?
18/01/2019 8:30 PM
RainT 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
22/01/2019 11:34 PM
signalmw Fgv
23/01/2019 3:55 PM
Good123 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)... :)
23/01/2019 5:11 PM
Good123 KRR will also introduce cheaper foods menu plus local favourite foods e.g. nasi lemak :)
23/01/2019 6:00 PM
commonsense 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.
29/01/2019 10:17 AM
RainT so funny see some people link Starbucks China with BJFOOD

they must be still sleeping ,not yet wake up
01/02/2019 12:20 PM
BringMeFly https://www.thestar.com.my/business/business-news/2019/02/08/cimb-research-retains-add-for-berjaya-food-higher-target-price/
11/02/2019 5:19 PM
RainT 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
05/03/2019 11:13 PM
ivan9511 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 ?
07/03/2019 4:37 PM
RainT seem start get good profit already

recent quarter sales and profit look is on uptrend mode now
14/03/2019 6:09 PM
ckh823 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
14/03/2019 7:20 PM
shpg22 Current price is at high valuation. Upside is limited despite better result.
14/03/2019 8:33 PM
ckh823 Since 11 Mar, half of the daily transactions were created by Vincent Tan. No volume at all.... Can go Holland tomorrow
14/03/2019 9:06 PM
RainT 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
17/03/2019 6:21 PM
VFTRADER Start share buy back!!
Ops CF must be very strong if not getting loan...
21/03/2019 10:35 AM
James Ng 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
07/05/2019 11:44 AM
ivan9511 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
12/06/2019 7:16 PM
James Ng 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
15/06/2019 8:16 AM
kentg03 Drop until next quarter
21/06/2019 4:33 PM
TuhanSaham illiquid as fk
16/07/2019 6:41 PM
shortinvestor77 https://www.klsescreener.com/v2/news/view/571136
23/08/2019 9:35 PM
shortinvestor77 Drink starbuck at home lah.
23/08/2019 9:35 PM
Teh1986 Buy buy buy
03/10/2019 9:42 AM
Jeffreyteck Starbuck may be temporary ok (but challenges rising as there are many players and people like new things normally). As for kenny, going to expand more branches... end results is quite certain, failed is estimated. How many kenny are doing well? Only people who rented their premises to kenny may do well and those who undertake kenny renovation works doing well? As for minority, just wait for speculative play. Outstanding borrowings close to 300m, waw... can call for right issues to improve gearing, then got more $.
27/10/2019 4:27 PM
tm9999 Result like shit !!!
11/11/2019 9:22 PM
davidkkw79 PE too high, and kenny Roger's & Jolly bean too sucks....
15/11/2019 3:51 PM


 

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