KLSE: BJFOOD (5196)       BERJAYA FOOD BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.32   -0.01 (0.75%)  1.31 - 1.33  303,000
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Market Cap: 504 Million
NOSH: 382 Million
Avg Volume (4 weeks):444,544
4 Weeks Range:1.30 - 1.41
4 Weeks Price Volatility (%):
52 Weeks Range:1.30 - 1.84
52 Weeks Price Volatility (%):
Average Price Target: 2.01
Price Target Upside/Downside: +0.69
Stamp duty exempted for year 2019

Financial Highlight

Latest Quarter | Ann. Date 31-Oct-2018 [#2]  |  05-Dec-2018
Next QR | Est. Ann. Date: 31-Jan-2019  |  15-Mar-2019
T4Q P/E | EY: 154.44  |  0.65%
T4Q DY | Payout %: 2.98%  |  460.88%
T4Q NAPS | P/NAPS: 1.0061  |  1.31
T4Q NP Margin | ROE: 0.50%  |  0.85%


Date Subject
07-Jan-2019 Consumer - Spending to remain healthy
27-Dec-2018 Review of Top 10 Stock Picks for 2018 - The Edge
16-Dec-2018 (Tradeview 2019) Forward 6 Value Picks for 2019 (TM, PPHB, DKSH, Elsoft, BJ Food & Perstima)
06-Dec-2018 Berjaya Food Holdings - Narrowing KRR Malaysia Losses
06-Dec-2018 PublicInvest Research Headlines - 6 Dec 2018
06-Dec-2018 Mplus Market Pulse - 06 Dec 2018
06-Dec-2018 Berjaya Food Holdings - Narrowing KRR Malaysia losses
06-Dec-2018 Berjaya Food - A latte to look forward to
19-Oct-2018 [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
08-Oct-2018 RHB : Berjaya Food upgraded to Buy from Neutral with TP RM1.75
04-Oct-2018 Privatization for Berjaya Food Holdings ?
04-Oct-2018 Stocks on Radar - Berjaya Food
01-Oct-2018 续扩星巴克‧成功食品营收走高
20-Sep-2018 Technical Analysis - Berjaya Food
20-Sep-2018 成功食品 估值诱人评级上修
19-Sep-2018 Mplus Market Pulse - 19 Sept 2018
19-Sep-2018 Berjaya Food Holdings - Starting in Line
19-Sep-2018 Berjaya Food - A good start to FY19F
12-Aug-2018 [转贴] [BERJAYA FOOD BHD,星巴克收入增长势头持续及印尼KRR业务(PT Boga)出售完成] - James的股票投资James Share Investing

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.
Analyze this stock with MQ Trader system

  7 people like this.
Eagle_T Berjaya Food exits loss-making Kenny Rogers business in Indonesia
24/11/2017 22:36
McQueen1 will the share price rebound this week?
25/11/2017 11:45
mamakspecial Posted by McQueen1 > Nov 25, 2017 11:45 AM | Report Abuse

will the share price rebound this week?

the person that can answer you on this ...is probably the richest person in the history of mankind...

when you asked this kind of question..what kind of answer do you expect? SURE IT WILL REBOUND..BUY Buy...then you buy...but it sleeps or falls...then who do you blame??

put your money on other counters la..like inari or penta..those involved in semicon industry...they are the movers..cos the world is going more tech advance and internet based...semiconductor will be used in everything in our lives..more potential...berjaya food is localised business ..with a matured market dy...unless they give out more dividend..the stock wont really move la..cos they are not expected to expand with ONLY 30 million population only in MSIA.

semiconductors are used by people around the world..potential users up to 7 billion ppl or more...since those poorer countries are slowly..but eventually adopting more modern techs.
25/11/2017 12:37
blueberg Starbucks effect
30/11/2017 16:56
gforce2 Selling off their Kenny Rogers business in Indonesia was the right move. That subsidiary had been losing about RM 9m/year. Moving forward, if profits remain at current levels, we can probably expect an additional 2 sen in annual dividends (6 sen, instead of 4 sen now).
Big boss TSVT knows this, he snapped up about 1m shares earlier this month.

Here's another thing to consider: 40%-50% of their costs of goods sold (COGS) are in USD. Ringgit has strengthened from a low of 4.50 to 4.08 now; almost 10%! Expect this to add to the bottom-line. Just for some rough calculations, Operation Costs was about RM530m in the last FY2017. Taking 40% COGS, that's around RM212m that might have been denominated in USD. Forex Savings of 10% is ~RM21m/year! (~5.5sen per share!)

So, if invested, just sit back, relax and let the good times roll.
01/12/2017 03:02
ferwoo anything under berjaya is prone for manipulation. i suggest avoid until they have shown a credible company for ppl to buy in. Simply just starbucks in their retail business doesnt attract me at all. i say this is another shark stock in making unless the mgt prove this otherwise.
02/01/2018 10:20
chngmenghui try to visit kenny rogers.u will find the crowd coming back.
02/01/2018 18:53
jibbie profits might increase with the strengthening of ringgit. but starbucks has too much competition. kenny rogers is dead. not worth investing in this
07/01/2018 18:35
calvintaneng Starbucks coffee will make lots more money due to strong ringgit

While ordering Starbucks coffee I saw the guy who served pulled out a pack of fresh milk with the "Starbucks" logo.

All the fresh milk is imported as well as the coffee beans.

So there is huge savings for Starbucks if ringgit continues to strengthen. That's why Dutch Lady & F&N share price shot up due to cheaper milk import cost. I don't have BJ FOOD but I have BJ CORP which owns BJ FOOD
07/01/2018 18:40
Larry Loke Add more menu that suit local taste. Drop those with little orders.
08/01/2018 09:51
Dartmaster Time to go holland tomorrow with negative earnings. NEVER NEVER touch vincent tan counter
15/03/2018 19:11
PiddleMinger Gap down tomorrow. gone case
15/03/2018 19:20
igain88 Useless with VT return......
15/03/2018 19:26
Dartmaster Even if his company earns money he will do some magical trick with the figures and turn it into loss. He got his intention probably wants to collect back few million worth of share this time. After he is full he will jack up the price by reporting good earnings
15/03/2018 19:30
shpg22 Result is better. Losses arising from one off disposal of subsidiary (Kenny Roger Indonesia) which is loss making anyway. Excluding the one-off item, PATMI should be around 6.4M (37% gain YoY). Anyway the current price already priced in for years of growth ahead. Not an bargain.
15/03/2018 22:24
Bahai5354 How can you make money in Indonesia with the brand "kenny Roger" (sound like a Pub or a musical outlet)? If the name change to "VT Fried Chicken" or "Ayam Goreng VT" may be more appropriate! You must let people know you are selling fried chicken by one glance at the outlet's name! This sort of commonsense why cant we find in BJfood management ? Then how the company can make money ?
16/03/2018 10:45
Eddysurge Kenny Rogers is high brand products, expensive. My Indonesian friends telling me lives stock & vegetables fruits selling cheap there. Some more locals taste , variety choice. Especially, sounds from US.
16/03/2018 12:58
UncleJohn Actually this counter is overpriced la...Even the announced result showed 6.4 M profit also no use...I would buy Mid it is 1.3 or 1.2
18/03/2018 15:59
Kalaihselvan Krishnan I went to Starbucks today at 3 pm and it is 50 percent full. If there are able to localise a bit, that will be better. This was located a long the Juru highway just open for business.
23/03/2018 20:57
Kalaihselvan Krishnan Each of us spend Rm30. Total 5 guys
23/03/2018 20:58
calvintaneng calvintaneng 6) CANCELLATION OF GST (This done BN in), Reinstallation of Fuel Subsidies, Continuation of BriM, Giving Free Water will put back Purchasing Power into the Pockets of the Rakyat.

This is extremely good news for all Consumer Stocks.

Additional comments:

As more Cash goes into the pockets of consumers Calvin has picked 2 stocks

1) Bj Corp due to its Star Buck Coffee, Donkin Donut, Pizza, Wendy Burger, 7 Eleven, B Auto, Hotels & Resorts which are all consumer based.

2) TA Enterprize
As more people have extra cash some might be channeled into the Retail Stock Markets. And if Businesses have made monies when consumers open their pocket books and spend the extra profits might also be invested in the Stock Market.

So the collective positive contribution from CASH flowing into the real economy might propel consumer centric stock like TA Enterprize
15/05/2018 08:22

Bj Food also good
15/05/2018 08:26
Value888 positive with Starbucks with GST elimination
25/05/2018 11:53
Yee Shiang I think worth to buy it since disposed of loss making subsidiary. https://salasinvestment.blogspot.com/2018/08/berjaya-food-berhad.html
04/08/2018 15:23
gangnam Lol..don't forget about the synergy from BJCorp & Razer Pay JV and also that BJCorp owns 50% of BJFood...
08/08/2018 13:44
James Ng https://klse.i3investor.com/blogs/general/169181.jsp
[转贴] [BERJAYA FOOD BHD,星巴克收入增长势头持续及印尼KRR业务(PT Boga)出售完成] - James的股票投资James Share Investing
12/08/2018 11:39
Lim Tek Wai 好价钱
13/08/2018 11:56
kentrade888 成功食品冀拓展KRR印度业务
Tan Xue Ying/theedgemarkets.com
August 15, 2018 16:53 pm +08

(吉隆坡15日讯)成功食品(Berjaya Food Bhd)将与World Iconic Brands (WIB) Hospitality Private Ltd合作,在印度开设至少30间Kenny Rogers Roasters(KRR)分店和75个Jollibean售货亭。

WIB董事经理Gaurav Marya在了解备忘录签约仪式上表示,预计在印度的总投资为5000万美元(2亿492万令吉)。



除了大马星巴克(Starbucks Malaysia)之外,KRR和新加坡的Jollibean都是成功食品旗下的品牌。



16/08/2018 09:02
aaabbbccc this a good stock
20/09/2018 21:51
aaabbbccc buy buy buy
21/09/2018 18:12
newbie911 Heavy share buy back by company and Vincent Tan!!!
02/10/2018 21:51
Pang Good stock, starbucks doing well, loss reduce.
04/10/2018 09:42
secret1q day day share buy back, why??
05/10/2018 07:43
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 14:59
smalltimer Should inject Wendys into the co
06/10/2018 22:29
aaabbbccc make it drop to 1.3 tht level
16/10/2018 16:56
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 15:03
RainT with the disposal of Kenny rogers will BJFOOD profit getting better

in Msia Starbucks still very popular among people
29/10/2018 23:36
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
tw01 Good good !
06/12/2018 09:50
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 23:32
zhangliang already cut off KRR in Indon. Now more profit. Big boss buying recent
11/12/2018 21:50
zhangliang dw can go more upside
15/12/2018 15:06
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 03:46
godhand This counter many years already depressed margin
28/12/2018 12:05
limkokthye kenny rogers boh ho chiak, taste like sai nia
29/12/2018 11:13
secret1q Both Revenue and profit in historical high but share price near to historical low. Pending market readjustment.
06/01/2019 02:18
Yi Heng 1.3 i will all in again
06/01/2019 10:05
newbie911 Sultan johor will help tis counter?
08/01/2019 20:22
freddiehero we all like mcd happy meal
08/01/2019 22:09
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 23:13


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