Highlights
KLSE: COCOLND (7205)       COCOALAND HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.91   +0.01 (0.53%)  1.90 - 1.93  64,100
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Overview

Market Cap: 437 Million
NOSH: 229 Million
Avg Volume (4 weeks):121,305
4 Weeks Range:1.69 - 1.95
4 Weeks Price Volatility (%):
84.62%
52 Weeks Range:1.39 - 2.12
52 Weeks Price Volatility (%):
71.23%
Average Price Target: 2.19
Price Target Upside/Downside: +0.28
Stamp duty exempted for year 2020

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2020 [#3]  |  24-Nov-2020
Next QR | Est. Ann. Date: 31-Dec-2020  |  26-Feb-2021
T4Q P/E | EY: 14.80  |  6.76%
T4Q DY | Payout %: 4.19%  |  61.98%
T4Q NAPS | P/NAPS: 1.16  |  1.65
T4Q NP Margin | ROE: 12.51%  |  11.13%

Headlines

Date Subject
14-Aug-2020 [转贴] [COCOALAND HOLDINGS BHD:对自有品牌软糖的需求下降,因Covid-19大流行的爆发,海外市场(尤其是中国和韩国)的进口受影响] - James的股票投资James Share Investing
30-Jun-2020 Cocoaland- A Temporary Hiccup; Keep BUY
28-May-2020 Cocoaland- Demand Expected to Recover in 2H20; Keep BUY
28-May-2020 Mplus Market Pulse - 28 May 2020
27-May-2020 Cocoaland Holdings Bhd 1Q FY 2020 Update Report (HOLD)
20-May-2020 Technical View - Cocoaland Holdings Bhd (COCOLND, 7205)
08-May-2020 【行家论股/视频】可口食品 冠病仅短暂冲击
08-May-2020 Cocoaland - Growth Prospects Intact
27-Feb-2020 Cocoaland - Holiday Season Drives Gummy Demand
14-Feb-2020 Cocoaland - COVID-19: a Temporary Setback; Keep BUY
16-Jan-2020 Cocoaland Holdings Berhad (KLSE) #RTable - CashRich Series - YAPSS

Business Background

Cocoaland Holdings Bhd is engaged in the manufacturing and trading of candies, beverages, and other related foodstuffs. The company has two key principal business segments namely, manufacturing and trading segments. The group’s manufacturing segment is principally operated in Malaysia whereas the trading segment is strategically diversified not only in Malaysia but also in China and Indonesia. The flagship products comprise of Lot 100 fruit gummy, COCOPIE, KOKO Jelly chocolate candy, Diction snack, Mum’s Bake cookies and Fruit 10 fruit juice. The Manufacturing segment generates maximum revenue for the company. The company’s business is spread across Malaysia, Eastern Asia, South East Asia, and the Middle East.
Analyze this stock with MQ Trader system

  anthonylow likes this.
 
Hafid still cheap
at least 2.80
26/02/2019 9:38 AM
James Yeo Cocoaland Holdings Bhd has a track record of consistent dividend payouts over last 5 years. Check out other 2 similar stocks at https://klse.i3investor.com/blogs/small_cap_asia/195122.jsp
26/02/2019 11:05 AM
uptrending FY19 will see another phase of expansion for Cocoaland. This is for the company's GUMMIES!
Capex committed as reported in this QR is about RM 12.8M, total projected is rm 56.1m. The Capex for the new Gummy line is RM42 M.

The revenue and profit will be elevated to another level. Could expect the share price will move in tandem. Stay invested.

Below are copy and paste from FY17 Annual Report.

"In addition to its expanding higher quality products
in particular to cater for the sales growth in gummies,
Cocoaland expects to commence a new gummy line
project towards the second half of 2018 located in
Rawang with expected capital expenditure projected
at RM42.0 million. Cocoaland is also working
towards to expand its gummy products in terms of
new flavours and healthier ingredients to cater for
demand in both local and overseas markets.
Cocoaland has projected a RM56.1 million capital
expenditure for FY2018 which is mainly for acquisition
of plant and machinery and factory equipment. The
aim is to upgrade and expand its facilities to further
increase production capacity as well as capability
in producing higher quality products to meet the
growing demand towards naturally healthy foods
and beverages. With the rising labour cost and
production overheads, Cocoaland is exploring new
ways to further enhance automation and workforce
development in its operational and manufacturing
processes to improve operational efficiencies. This
in turn helps to reduce the reliance of labour force.
Cocoaland is aiming for increasing cost-saving
measures and higher productivity in FY2018.
There will be about of US$10.0 million or RM39.0
million for use in the event of merger and acquisition
opportunities. The Group is targeting manufacturers
and distributors in Asian countries."

CHEERS!
27/02/2019 6:30 PM
uptrending https://klse.i3investor.com/m/priceTarget/49342.jsp

RHB INVESTMENT BANK RESEARCH MAINTAINED BUY CALL.
TARGET PRICE :2.70
01/03/2019 5:07 PM
Hafid Need to go down before run again. Cost of labour, material
03/03/2019 2:33 PM
YAPSS Day 39 of Fundamental Daily, YAPSS will be covering Cocoaland Holdings Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #YAPSS #FundamentalDaily #CocoalandHoldingsBerhad

Click the on the link to find out more: https://youtu.be/YL15q5EhdkA
11/04/2019 10:15 PM
James Ng https://klse.i3investor.com/blogs/general/207139.jsp
[转贴] [COCOALAND HOLDINGS BHD:自2019年4月1日开始以含饮料包装的形式对含糖饮料制造征收40仙/升的含糖税被视为影响集团饮料业务的另一项发展] - James的股票投资James Share Investing
19/05/2019 11:58 AM
uptrending "1. New Gummy Production Line
As part of plans to expand our gummy
production capacity, the Group is developing
the 2.6-acre Lot 28 as Lots 88 and 100 have
reached an estimated 83.6% capacity for gummy
production.
The addition of another line for gummy
production, expected to be completed in the
first quarter of 2020, is part of our expansion and
growth plans as the Group sees rapid revenue
growth potential for gummy products (in-
house brand as well as for Original Equipment
Manufacturing (“OEM”)"

------ PAGE 19, AR 2018

Expansion on the way for the star products, Gummy lot 100
20/05/2019 9:51 AM
uptrending The NEW Fruit Gummy production line will raise the total production capacity to 14,200 MT from the present 9,200 MT, an increase of 43%. The fruit gummy accounted for approximately 50% revenue of the company and about 50% of which is derived from Export Markets.

Bright future, by just banking on the growing sales and acceptance of the gummy candy which has already established a brand name, LOT 100
20/05/2019 1:25 PM
uptrending Maintain BUY with unchanged TP of MYR2.70. Our TP is derived from an unchanged target 18x P/E (+1.5SD from its 5-year mean), based on 2019F’s earnings. We like Cocoaland given resilient demand for its gummy products, generous dividend payouts backed by a sturdy balance sheet, healthy cash flow generation, and proven track record. Strong brand equity in both the domestic and overseas markets should also ensure sustainability of its future earnings.
Source: RHB Securities Research - 28 February 2019
21/05/2019 6:00 AM
uptrending Still BUY and MYR2.70 TP, 43% expected total returns. Cocoaland’s 1Q19 earnings were within expectations – they were down mainly on higher marketing expenses. Demand for its gummy and hard candy products stayed resilient, though. Cost optimisation initiatives saw some results: lower employee costs. We continue to like the stock, given its sustainable earnings on robust gummy products demand, supported by a proven track record and strong brand equity.
No surprises. Cocoaland’s 1Q19 results were within our and consensus expectations, with earnings of MYR8.4m (-1.8% YoY, -12.6% QoQ) that accounted for 25% and 27% of full-year forecasts. The lower earnings were mainly attributed to higher marketing expenses and decreased other income, netting off increased revenue of MYR65.6m (+1.9% YoY, +7% QoQ). No dividend was declared.
Cost optimisation bearing fruit. The manufacturing segment’s performance improved, reporting 1Q19 PBT of MYR4m (1Q18: MYR83,000 LBT) – thanks to a better product mix and lower employee costs. However, Cocoaland continued to feel the impact of sluggish demand for beverage products, dragging revenue down 9.2% YoY (-0.02% QoQ) to MYR16.9m – this offset growing demand for gummy and hard candy products.
Marketing expenses a drag. The trading unit registered higher revenue of MYR48.7m (+6.3% YoY, +9.7% QoQ), as demand for gummy, snacks, and coco-pie products grew. However, higher marketing expenses from exhibition and promotional activities dragged PBT down to MYR6.5m (-52.7% YoY, +5.3% QoQ). We also note that this unit’s PBT margin dropped 12ppts when compared to 1Q18’s numbers.
Key risks and forecasts. Downside risks to our recommendation and earnings forecasts include sharp rises in raw material costs and weaker consumer sentiment. A strengthening of the MYR against the USD should also negatively affect Cocoaland’s earnings. We make no changes to our forecasts.
We keep our call on the stock, as we expect resilient demand for the company’s gummy products on strong brand equity to continue support earnings. We like Cocoaland for its generous dividend payouts (translating into prospective yields of 5%), backed by a sturdy balance sheet and healthy cash flow generation. There is no change to our TP, with total expected returns of 43% – this based on 2019F earnings of an unchanged 18x target P/E, +1.5SD from its 5-year mean.
Source: RHB Securities Research - 23 May 2019
23/05/2019 4:58 PM
uptrending Anyone attended AGM? Please update us.. Thanks..
29/05/2019 11:11 AM
desmondcsh issit good time to buy now? From RM3 to RM1.91
11/07/2019 7:50 AM
icedvestor RHB report seem to be bullish on this counter. Waiting for the dividend announcement.
08/08/2019 1:32 PM
chwong28 https://www.star2.com/health/2019/07/25/chewies-yummy-gummy/#aqQBFxVFzBjEyjA2.41
12/08/2019 6:43 PM
cyeec2000 It’s relevant with cocoaland?
12/08/2019 9:16 PM
icedvestor non relevant post
15/08/2019 5:00 PM
smalltimer Any dividend?
27/08/2019 8:05 PM
27/08/2019 8:26 PM
uptrending Next quarter will announce Dividend, most probably, like last year and payment by the end of the year..

Good results, reversed the consecutive 8 quarters Y-o-Y decline handsomely. This quarter Y-o-Y increased by 50%!
27/08/2019 8:59 PM
smalltimer Actually come to 6% for 8 quarters
28/08/2019 8:07 AM
davors but lower revenue
28/08/2019 10:44 AM
slts gcb better
31/08/2019 8:56 AM
Oreo Oreo lots of new products recently....durian, Asam java candy...
06/09/2019 1:03 AM
RainT will add 4th line

then will have high depreciation & start costs

profit reduce again

until can cover same as SCGM, KAWAN
17/09/2019 12:48 PM
RainT GCB margin much lower than COCOLND

So COCOLND is better more
17/09/2019 12:49 PM
stockraider cocoland not doing cocoa processing lah....!!

Its business different from Guan Chong who is doing cocoa processing loh.....!!


Posted by RainT > Sep 17, 2019 12:49 PM | Report Abuse

GCB margin much lower than COCOLND

So COCOLND is better more
17/09/2019 6:48 PM
RainT COCOLND volume so long

thin trading
18/09/2019 12:18 PM
RainT *so low
19/09/2019 9:51 AM
RainT around 65% shares is hold by F&N and the company director

so that is why low liquid la
19/09/2019 10:03 AM
Oreo Oreo will they privatise later?
27/09/2019 10:43 AM
Oreo Oreo if it's too undervalued
27/09/2019 10:43 AM
StockStalker between the 2 current largest shareholders of Cocoaland, ie. Leverage Success Sdn Bhd (38.04 %) and Fraser & Neave Holdings Bhd (27.19 %), which one of them is more likely to have an interest in taking Cocoaland private ? will either one of the existing 2 largest shareholders allow its counterpart to privatise Cocoaland when current share price is depressed ? will the counterpart defend the bid ?
27/09/2019 2:32 PM
Oreo Oreo ohh fair enough. thanks stockstalker
03/10/2019 1:57 PM
johotin88 Something brewing?
11/10/2019 4:00 PM
icedvestor too low volume to brew anything. probably is just left hand right hand transaction to flush out weak hands
15/10/2019 3:07 PM
Oreo Oreo hard to go up
19/11/2019 4:19 PM
icedvestor Last week the dividend was declared at 5%. Today the message is gone.
25/11/2019 1:10 PM
icedvestor Today: 26-Nov-2019(Ann. Date) 10-Dec-2019(Ex. Date) Interim Dividend RM 0.1
26/11/2019 7:00 PM
Oreo Oreo I thought cocoaland will acquire kheesan
05/12/2019 12:05 PM
YAPSS YAPSS Quick Summary and Free 10 Years Financial Data of Cocoaland Holdings Berhad:
https://www.yapss.com/forum/klse-forum/cocoaland-holdings-berhad-cocolnd-7205
15/01/2020 6:25 PM
luckycharm Cocolnd come on...
27/03/2020 2:34 PM
luckycharm Still zzzz every counter already up up up
27/03/2020 2:35 PM
johnnygoodnews MY BABY GOING TO SAIL TO $2.70 SOOOOOOOOON............... BOOOOOOOOOMM
12/05/2020 10:28 AM
BlackWhite Monsoon season have to turn back wait for dry day near CNY
20/06/2020 12:50 PM
johotin88 I heard rumours that it will be privatised soon.
26/06/2020 3:50 PM
James Ng https://klse.i3investor.com/blogs/general/2020-08-14-story-h1511705726.jsp
[转贴] [COCOALAND HOLDINGS BHD:对自有品牌软糖的需求下降,因Covid-19大流行的爆发,海外市场(尤其是中国和韩国)的进口受影响] - James的股票投资James Share Investing
14/08/2020 9:25 AM
OldWiseMan100 Post removed. Why?
23/09/2020 9:54 AM
niko90s I really dont understand why people dont bother to buy this stock. The dividen given is quite high for the current share price.
25/11/2020 12:17 AM
smalltimerinsmalltow tp 2 real soon
26/11/2020 5:10 PM


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