Highlights
KLSE: KAWAN (7216)       KAWAN FOOD BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
2.37   +0.10 (4.41%)  2.29 - 2.42  1,190,300
Analyze this stock with MQ Trader system

Overview

Market Cap: 852 Million
NOSH: 360 Million
Avg Volume (4 weeks):704,131
4 Weeks Range:1.83 - 2.49
4 Weeks Price Volatility (%):
81.82%
52 Weeks Range:0.815 - 2.49
52 Weeks Price Volatility (%):
92.84%
Average Price Target: 0.70
Price Target Upside/Downside: -1.67
Stamp duty exempted for year 2020

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2020 [#1]  |  28-May-2020
Next QR | Est. Ann. Date: 30-Jun-2020  |  27-Aug-2020
T4Q P/E | EY: 50.79  |  1.97%
T4Q DY | Payout %: 1.05%  |  53.57%
T4Q NAPS | P/NAPS: 0.9  |  2.63
T4Q NP Margin | ROE: 7.70%  |  5.19%

Headlines

Date Subject
03-Jul-2020 佳源食品上挑RM1.96/敏源
23-Jun-2020 Daily Market Update - 23 Jun 2020 (KAWAN, REVENUE)
04-Jun-2020 【朋友一生一起走】——KAWAN
01-Jun-2020 Eating home more is the new normal. Frozen food - a Covid-19 beneficiary
23-May-2020 佳源食品试叩RM1.60/敏源
09-Jan-2020 Technical Buy - KAWAN (7216)
27-Nov-2019 Daily Technical Highlights – (KAWAN,SCICOM)
26-Nov-2019 Trading Stocks - Kawan Food
25-Nov-2019 Stocks on Radar - Kawan Food (7216)
15-Nov-2019 Technical View - Kawan Food Bhd (KAWAN, 7216)
14-Nov-2019 Trading Stocks - Kawan Food
31-Oct-2019 Trading Stocks - Kawan Food
31-Oct-2019 Stocks on Radar - Kawan Food (7216)
18-Sep-2019 Technical Buy - KAWAN (7216)

Business Background

Kawan Food Bhd manufactures and sells frozen food. The product portfolio includes – Paratha, Chapatti, Spring Roll Pastry, Naan, Bun, Bakery, and others. The business is spread across Malaysia, Rest of Asia, Europe, North America, Oceania, and Africa. The company generates maximum revenue from Malaysia.
Trade this stock and receive a FREE I3investor T-shirt after 5 trades. Find out more.

  2 people like this.
 
RainT dont trust any IB report and TP

take it with pinch of salt, judge yourself
24/06/2020 7:24 PM
handsome_newbie double bottom is formed, MA50 on uptrend also. In short term it should rised, within 10%-15% from the double bottom price.
02/07/2020 5:04 PM
JaniceJane Will break RM2 soon
03/07/2020 4:22 PM
RainT can this back to its glory days RM3.50?
07/07/2020 10:32 AM
handsome_newbie definitely can, but not in 3 months time, need at least 2 consecutive QR like what 2020-03 QR results shown.

compare to the glory time RM3.50, that time we don't have COVID-19 but the financial results were great. Management needs to revisit the glory time and bring back the business on track then we can see the glory time RM3.50, no surprise if go above RM4.
07/07/2020 10:51 AM
RainT @handsome newbie

but at 04 Sept 2017

they have bonus issue, do we need adjust to that ? to see the RM3.50 actual as at current is how much after bonus issue effect
08/07/2020 4:39 PM
handsome_newbie @RainT

Actually I did not take the consideration of the bonus issue @ 2017. Share price always reflect the future value. As long as the PE still show high PE, meaning the share price needs to keep rising to make PE to normal or lower. That time only the share price will stagnant, which company share price more stable (stop rapid grow)

Meanwhile I will still hold until next or next 2 QR as ppl has high expectations on this share. This is one of the support for me to hold this share. Past history just a reference, if it rise until 2.80 then stagnant there.... then we have to accept also =) because market will be the right one, we are just estimating all this while, never get correct, if close to estimate, then will be fine.
09/07/2020 8:55 AM
RainT @handsome newbie

there is NO 'as long as PE still show high PE, share price need keep rising to make PE to normal or lower'

Do you know PE is come from where ?
Is from the annual EPS divided with share price.

if the share price keep on go up ahead of company EPS , the PE is get even higher, not lower as u mention

also, there is no way that share price need keep on up to normalise the PE

but only have EPS keep on rise, then the PE will lower or the share price drop, the the PE will lower more

either EPS drop or share price up, both this will make the PE even highher
09/07/2020 9:34 AM
RainT main points is that how sure KAWAN can generate good profit in coming quarters ?

if the profit can grow high n higher more than sure the PE will get lower, but also need see how high the share price have shoot already
09/07/2020 9:35 AM
RainT even now is already break the share price resistance of KAWAN, but I am still a bit worry that the share price have gone too much

need wait next quarter result out to open this puzzle

from the lowest point of KAWAN, it have already up a lot , but not yet until the peak yet la
09/07/2020 9:37 AM
RainT maybe I should take a small bet on KAWAN at current price

to see how far it will go in order not to miss the boat

who knows maybe coming days KAWAN share price will shoot to the sky and I miss the boat if not buy now
09/07/2020 9:38 AM
growth_investor @RainT, I have bought this share @RM1.75 reasons as follow:

-revenue steadily increases (human still need food anyway regardless of how advance your technology is)
-their cost optimization starting to show good result (in EPS)

however if their next qtr result show some shitty result, I will throw as well, but I think that will unlikely to happen
09/07/2020 9:43 AM
growth_investor anyway still the old advice: invest at your own risk
09/07/2020 9:43 AM
growth_investor my risk and reward is different from yours
09/07/2020 9:44 AM
handsome_newbie @RainT

Thanks for your correction.

we shall see the performance of this shares later, when the PE getting lower, this is the time mostly the share price will stop rise rapidly. This is what i observed.
09/07/2020 10:11 AM
handsome_newbie @RainT

Thanks for sharing and showing your worriness. In shares, it maybe driven by market also, specific PE or info for that companies does not always right, i.e. different IB gives different TP. IF there is only 1 answer, then most of the IB are liars. What I know is, the market is dynamic.

Now it is rising because of the past 2 QR were performing good, ppl are hoping better results in coming QR so ppl just buying, when more ppl buy definitely will rise.

If the coming QR also doing good, then it will go up and up, then PE is not really helping you to justify the shareprice. if continue QR is doing good, EPS increase, what you wish for 3.50 will be real, the thing is will u take the risk to buy ? and be patience ?

then you need to study more the background and link it to the current situation, like growth_investor said ppl need food, but how to make an essential business rise rapidly and make the share price rise rapidly also, then depends on how u find out.

If you try whatever way also can not find a reason why it would rise, then u should not buy this, if the prise keep rise and you miss the boat, then there must be something you don't know. Find out and improve next time, worry is not going to help.
09/07/2020 10:57 AM
handsome_newbie u need to weight ur risk also, when i bought is 1.7-1.8, for the reason not miss the boat then u buy in, ur risk will be higher like growth_investor said. our risk are different. get a reason and pattern that u believe the share will rise, or else u are risking ur modal.
09/07/2020 11:48 AM
handsome_newbie @RainT

See what you typed on 20-06-20, you said went in now will miss the boat, coz rise too high liao, now u repeat again and it rise again....find out why there are some differences between what you analysed and actual case here.
09/07/2020 12:04 PM
Vorster89 hold tight, bonus issue will announce during coming report, Every 3 year will make capital change, never miss before.
11/07/2020 2:20 PM
handsome_newbie @Vorster89 Hold tight until 1.5 months later to announce the 1st half report, if anything cause big drop might to dump also. currently the shares market are so optimistic... everyshare rise 10% is a must. if drop so much in between, might need to dump also as the bonus may not worth.
13/07/2020 1:29 PM
RainT ah?

really ?

bonus issue for KAWAN coming soon?
22/07/2020 10:32 AM
RainT KAWAN break 1 year high

anybody feel is overvalue to buy more now?

average up
22/07/2020 10:33 AM
kelvin5349 seems that there is a strong buy for kawan today. good push.

im going in .

their qr and prospects looks good as well.
22/07/2020 11:34 AM
handsome_newbie @RainT do u have your own strategy ar ? Do you think is overvalue ?

we said sell later it goes higher u will angry ler....

I wonder what make u think previously around Rm2.00 you were saying rising too high, now you area asking for average up, if u think too high u should profit taking lo.....
22/07/2020 11:44 AM
kelvin5349 RainT just wants to be safe...it's ok and he is just asking.

btw it seems institutional funds are in now thus the buying volume daily and its an uptrend.

im in also because i have done my homework too. this is one of the counter i am confident in.

technical wise its overbought but this is due to investors are expecting a better growth & profit.
22/07/2020 11:51 AM
handsome_newbie @kelvin5349

He can ask for sure. Instead of sharing the homework like you, simply asking to get a yes or no answer does not bring any meaning for the discussion.

Agreed with you on uptrend. I will just hold tight if still up-trend.

Overbought for me is fine, at least many ppl look good to this share. Hence, it cause less liquidity for the volume. When think about supply and demand, i will hold. price change within 3% daily is just a normal thing for an uptrend share.
22/07/2020 12:15 PM
handsome_newbie logic thining... after break 1 year high.... will it be higher or lower, which possibility higher ?
22/07/2020 2:28 PM
kelvin5349 @handsome_newbie, yes...just hold tight now until next qr.

i believe demand has increase as well ..like they have mentioned in their previous qr that the new norm is to work from home and people would buy frozen food hence kawan is an advantage in this situation...plus point now is other countries are in lockdown so demand is there.

besides that their products are targeted to specific health conscious like low GI food and whole wheat.

with their e-commerce, they can target and approach retailers directly and with their marketing strategy.

their previous qr has reflected that as well with their QoQ.

look at the shipment export to Los Angeles:

1) 19-Mar-2020 to California, USA

CARGO IS STOWED IN A REFRIGERATED CONTAINER SAT THE SHIPPER S REQUESTED CARRYING TEMPERATUOF -20 DEGREES CELSIUS 1 X 40 RH CONTAINER :- 1155 CARTONS OF FROZEN ROTI PARATHA AND CHAPAHS CODE : 1905909000 SELANGOR DARUL EHSAN, MALAYSIA. FREIGHT

2) 04-Apr-2020 to California, USA

1 X 40 RH CONTAINER :- 1201 CARTONS OF FROZEN ROTI PARATHA, SAMOSA PSPRING ROLL PASTRY AND PUFF PASTRY SQUARE HS CODE : 1905909000 1901201000 SELANGOR DARUL EHSAN, MALAYSIA FREIGHT COLLECT CARGO IS STOWED IN A REFRIGERATED CONTAINER S AT THE SHIPPER S REQUESTED CARRYING TEMPERATUOF -20 DEGREES

we can calculate the profit alone above goods and my numbers are tally as mentioned here: https://www.theedgemarkets.com/article/kawan-food-credits-1q-outperformance-nimbleness-and-speed

sadly, i cant see more shipment goods as i need to pay & subscribe to the shipment data.
22/07/2020 2:35 PM
kelvin5349 more than 50% of its revenue is from overseas...this data is verified and you can google yourself.

this article below dated back in Jan 2019, and it is realised now and earnings reflected has already reflected in their previous qr.

https://www.thesundaily.my/business/kawan-food-earnings-to-remain-under-pressure-FK387531
22/07/2020 2:49 PM
handsome_newbie @kelvin5349 your info is good enough for us to do the projection of sales and profit margin.
22/07/2020 4:12 PM
RainT Wait drop some

then buy buy...

..

..

..
23/07/2020 12:16 PM
Fabien "The Efficient Capital Allocater" why chasing high now?

only few months ago i bought KAWAN at 0.975
23/07/2020 2:30 PM
handsome_newbie fabien, same la.. coz it will go higher, then we buy haha
23/07/2020 3:02 PM
handsome_newbie you are smart Choon Wah Kean, congratulations and keep it up!
23/07/2020 3:50 PM
aubergine6958 https://www.facebook.com/966268273395862/posts/3255770514445615/
26/07/2020 1:07 AM
David enjoying some kawan breakfast with the RM50 voucher from the virtual agm. some of their new products taste good!
26/07/2020 6:11 AM
handsome_newbie i love their pratha lol
26/07/2020 9:44 PM
handsome_newbie how did they give us the RM50 voucher??
27/07/2020 11:24 AM
degaht some cock fellas here don't know how to hold..real dumb...next qr will record high profits..later these people will cry that they sold off early..
28/07/2020 12:04 PM
degaht next qr will record new high...learn to hold your shares instead of selling it cheap to those queue to buy...once u discipline then you will be more successful in stock market.
28/07/2020 12:07 PM
kelvin5349 i believe next qr will be good...demand is there already...will keep collecting on weakness...you can calculate yourself the profit alone from the export below...there are more data but unfortunately i need to pay to see more..TA wise is ok...good EMA 50.

-------------------------------------------

date: 2020-07-21
supplier: KAWAN FOOD MANUFACTURING SDN BHD
buyer: GOLD COAST DISTRIBUTORS INC

CARGO IS STOWED IN A REFRIGERATED CONTAINER S AT THE SHIPPER'S REQUESTED CARRYING TEMPERATU OF -20 DEGREES CELSIUS 1 X 40'RH CONTAINER: 1154 CARTONS OF FROZEN ROTI PARATHA AND CHAPA HS CODE: 1905909000 SELANGOR DARUL EHSAN, MALAYSIA SEGU9649448 001 FREIGHT TO COLLECT

-------------------------------------------
date:2020-07-17
supplier:KAWAN FOOD MANUFACTURING SDN BHD
buyer: JMD LLC

ROZEN FOODSTUFF(PARATHA & CHAPATTI) 1900 CTNS 1 X 40' REFRIGERATED CONTAINER 1900 CARTONS OF FROZEN ROTI PARATHA AND CHAPATTI HS CODE 1905 90 9000 U.S. FDA REGISTRATION NO. 15656793558 EMCU5423152 001 FREIGHT TO COLLECT @DARUL EHSAN MALAYSIA REEFER CONTAINER TEMPERATURE SET AT -20.0 DEGREES CELSIUS

-------------------------------------------

date:2020-07-15
supplier:KAWAN FOOD MANUFACTURING SDN BHD
buyer: I SIFOL LLC

FROZEN ROTI PARATHA, CHAPATTI, PUFF PASTRY, AND SPRING ROLL

-------------------------------------------

date:2020-07-13
supplier:KAWAN FOOD MANUFACTURING SDN BHD
buyer: ANMOL DISTRIBUTOR LLC

FROZEN FOODSTUFF - PARATHA & CHAPATTI ON BOARD 1 X 40' REFRIGERATED CONTAINER - 1860 CARTONS OF FROZEN ROTI PARATHA AND CHAPATTI, HS CODE 1905909000 EGSU5008633 001 U.S. FDA REGISTRATION NO. 15656793558 FREIGHT TO COLLECT @SELANGOR DARUL EHSAN MALAYSIA REEFER CONTAINER @@ 973-222-1185 732-902-6650 EGSU5008633 001 PATELANMOL@AOL.COM, ANMOLNJ@AOL.COM TEMPERATURE SET AT -20.0 DEGREES CELSIUS

-------------------------------------------
28/07/2020 4:06 PM
degaht good share sifu kelvin..nice to see you here..
28/07/2020 4:36 PM
handsome_newbie thanks for sharing Kelvin
29/07/2020 9:26 AM
kelvin5349 welcome @degaht & handsome_newbie
29/07/2020 10:20 AM
mesoon hi kelvin, how you get this info?
30/07/2020 11:20 AM
kelvin5349 @mesoon, hi...refer to the import data here:

https://importkey.com/

in the search bar, enter this "KAWAN FOOD MANUFACTURING SDN BHD"

you can see the latest shipment export is dated 28th July.
30/07/2020 11:50 AM
growth_investor thanks very much kelvin for sharing useful tool for small investor like us
02/08/2020 2:38 PM
kelvin5349 @growth_investor, no worries buddy...im also small investor...just trying hard to estimate profit and hope next qr will be even better.
02/08/2020 5:53 PM
kelvin5349 next qr kawan must record profit after tax (PAT) at RM 9 million, then current share price at RM 2.3x is justifiable and fair value....so i hope next PAT is 9 mil ++
02/08/2020 5:59 PM
growth_investor yes, lets wait and hope for good performance from this company
02/08/2020 8:37 PM


APPS
I3 Messenger
Individual or Group chat with anyone on I3investor
MQ Trader
View Trading Signals and run Live Backtest
MQ Affiliate
Earn rewards with MQ Affiliate Program
 
 

482  582  442  449 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 MQTECH 0.22+0.10 
 XOX 0.265+0.005 
 KGROUP 0.12+0.025 
 K1 0.595+0.125 
 MQTECH-WA 0.175+0.12 
 AT 0.10+0.015 
 BCMALL 0.365+0.05 
 NOTION 1.11+0.295 
 LKL 1.17+0.295 
 PWORTH 0.030.00 

FEATURED POSTS

1. MQ Trader - Introduction to MQ Trader Affiliate Program MQ Trader Announcement!
2. MQ Affiliate – A smarter way to earn more rewards MQ Trader Affiliate Program
3. MQ Affiliate – How to become an effective affiliate MQ Trader Affiliate Program
4. MQ Affiliate – Upgrading to Affiliate Partner MQ Trader Affiliate Program
Partners & Brokers