Highlights
KLSE: KAWAN (7216)       KAWAN FOOD BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.54   +0.01 (0.65%)  1.52 - 1.56  248,200
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Overview

Market Cap: 554 Million
NOSH: 360 Million
Avg Volume (4 weeks):361,357
4 Weeks Range:1.33 - 1.60
4 Weeks Price Volatility (%):
77.78%
52 Weeks Range:1.18 - 2.10
52 Weeks Price Volatility (%):
39.13%
Average Price Target: 0.70
Price Target Upside/Downside: -0.84
Stamp duty exempted for year 2019

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2019 [#2]  |  27-Aug-2019
Next QR | Est. Ann. Date: 30-Sep-2019  |  22-Nov-2019
T4Q P/E | EY: 31.36  |  3.19%
T4Q DY | Payout %: 1.62%  |  50.91%
T4Q NAPS | P/NAPS: 0.88  |  1.75
T4Q NP Margin | ROE: 8.45%  |  5.58%

Headlines

Date Subject
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)
12-Jul-2019 Daily Technical Highlights – (MAGNI, KAWAN)
11-Jul-2019 Stocks on Radar - Kawan Food (7216)
31-May-2019 Kawan Food - Poor quarter as fixed cost rises
01-Mar-2019 Kawan Food - Bidding adieu to a rough year
12-Feb-2019 8大成长股项看俏
17-Jan-2019 PublicInvest Research Headlines - 17 Jan 2019
23-Nov-2018 Kawan Food - Unfriendly turnout

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.
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  2 people like this.
 
YLR33 Good, will load more
11/07/2019 6:47 AM
YLR33 Aiya, why up so fast
11/07/2019 6:47 AM
k6ii wow...Ini Kawan kita ke?
11/07/2019 9:36 AM
Fabien "The Efficient Capital Allocater" Bought some Kawan. Resilient business
02/08/2019 2:13 PM
Armada An Quantum Leap Stock In 2019/2020 monkeyinvestor,

Kawan 今天触碰
之前历史底点1.27
很快又 弹了上去

今天的表现不错
又让我 加kawan 多一分。
06/08/2019 3:02 PM
RainT Timothy Tan Heng Han is the son in law of Gan Thiam Chai

Young, handsome and smart

KAWAN FOOD will have bright prospect
14/08/2019 3:30 PM
RainT lol
21/08/2019 5:18 PM
investlogic Recently it suddenly change the auditor Messrs ChengCo PLT, yesterday news finally explains why, it is because Kawan Food auditor ChengCo being punished and prohibited from taking audit job by SC, due to non-compliance.

ChengCo has been Kawan Food auditor for the past few years, this make me worry whether Kawan Food account also has non-compliance issues?

I think management should come out to clarify and give confidence to shareholders in this matter, rather just cover it up saying that change of Auditor is due to rotation requirement.
21/08/2019 6:48 PM
value88 Insiders/directors have been buying Kawan's stocks in Jun-July'19 at quite significant amount. I suppose that means the coming Apr-Jun19 quarterly result should not be too poor ?
The current price level is at new low and very tempting.
22/08/2019 11:28 AM
RainT yaya

I also very feel tempting to invest in KAWAN
26/08/2019 3:58 PM
AudemarsPiguet This company sells a fad product. When hand made roti canai costs a lot more cheaper than a factory made roti canai, you have got a problem
27/08/2019 10:21 PM
value88 Kawan's earnings is lower YoY but higher QoQ in Q2.
From the quarterly report, i can see several positive signs as follows :
i) The revenue achieved in this quarter is the record highest since listing.
ii) The gross profit margin has improved QoQ.
iii) Management is positive on the growing sales demand in domestic and export market, especially China.
iv) Kawan won the Product Innovation 2019 Award.

I can see Kawan's performance should get better in quarters to come. It just need time to generate higher sales revenue and achieve higher capacity utilisation in order to offset the higher depreciation and higher operating cost from new plant.
I am almost certain that next quarter's earnings will see further improvement QoQ.
27/08/2019 11:09 PM
RainT bad result

profit drop

but sales still up oh
28/08/2019 10:26 AM
RainT KAWAN case is similar with SCGM

also new plant then high depreciation costs and low utilization

the costs of new plant need more time to ramp up sales
28/08/2019 10:27 AM
RainT won Product Innovation Award

will not make the share price go up

KAWAN, please show your profit up non stop
28/08/2019 10:28 AM
RainT due to low profit

PE now up to 24

high PE
28/08/2019 10:29 AM
RainT Read the KAWAN prospect in qtr report seem like not bad like that oh
28/08/2019 10:32 AM
loonginv Yes, prospect not bad, waiting it drop further to 1.1
28/08/2019 10:40 AM
value88 For a company with new plant/capacity, it is important to see if its sales revenue has been increasing. If yes, this means the additional capacity is gradually taken up, and soon or later, the earning performance will improve when utilisation rate is high enough to offset the higher depreciation and operating cost resulted from the new plant.
We can see the above is happening to Kawan as it achieved the record highest revenue since listing. This substantiates the new capacity expansion is serving its purpose.

The opposite example is TomyPak. After its new plant commenced operation, its sales revenue is even lower than before installing the new capacity. We should ask a question why then TomyPak wanted to do expansion then if it doesn't help to sell more products but the opposite.
28/08/2019 4:43 PM
CyrusQ Hey guys is BKAWAN AND KAWAN Same ?
06/09/2019 2:36 PM
TrueInvestor90 no. different
08/09/2019 9:40 AM
RainT bkawan is do plantation one la

kawan is food processing

name same only but not relate
09/09/2019 10:45 PM
RainT on uptrend?
18/09/2019 9:04 AM
heehaa911 another Holland con counter
18/09/2019 1:59 PM
RainT @heehaa911

why con counter?

recent drop is due to low profit as the expansion have delay & problems

KAWAN biz is defensive, food industry

and they are coming out with new bread products soon
19/09/2019 9:45 AM
RainT WAH
30/09/2019 7:15 PM
Fabien "The Efficient Capital Allocater" 200mil revenue company. sales growing every year interrupted. china sales growing double digit.

business is resilient

ample of production capacity to absorb growing demand. sales in expansionary mode

profit margin temporarily squeezed due to high depreciation charges.

intensify cost optimisation and automation to mitigate potential escalating cost and further enhance profit margin

new products to meet growing demands

moving forward, capex is reducing. more free cash flows to support dividend payment. recent quarter positive FCF
01/10/2019 1:55 PM
RainT not only recent qtr , i see the past few quarters also positive free cash flows
08/10/2019 11:08 AM
monkeyinvestor buybuybuy
21/10/2019 2:55 PM
witan Up 10% this afternoon, insiders starting to accumulate. Any good news?
21/10/2019 3:43 PM
Fabien "The Efficient Capital Allocater" From CIMB estimates

FCF
2018: 9.18m
2019: 0.16m
2021: 26.74m
2022: 31.90m

massive FCF growth in 2021 onwards. forward P/FCF is below 15x.
21/10/2019 9:14 PM
witan Fabien "The Efficient Capital Allocater" Thanks for the info. Mind sharing the article where you get the above figure from?
22/10/2019 10:14 AM
Tete7893 1.1-1.15 only collect
22/10/2019 7:14 PM
28/10/2019 7:20 AM
Fabien "The Efficient Capital Allocater" No one interested in Kawan? It's creeping up nicely
30/10/2019 5:25 PM
amitabha Technical very strong... Future prospect is catching up, more room to fly...
31/10/2019 6:43 AM
thesteward Looking goood this month sould hit at least 1.70 ?
03/11/2019 1:23 PM
bose00 steady!
04/11/2019 11:12 AM
bose00 Accumulated more shares of Kawan
05/11/2019 10:22 AM
RainT only good if manage to grab some at rock bottom
10/11/2019 9:46 PM
Fabien "The Efficient Capital Allocater" if u have a longer term view, this stock is worth at least RM2

At current price, you have above 30% margin of safety
13/11/2019 3:17 PM
14/11/2019 9:49 AM
bose00 Results are improving.. if next quarter shows the same sign . most investor will rush in to buy. Better collect now then later..
14/11/2019 9:53 AM
theavenger it is coming ...good result
14/11/2019 11:58 AM
theavenger first tp 1.62
14/11/2019 3:33 PM
14/11/2019 3:35 PM
factslim1 We had earlier forecast a 30% revenue growth for Kawan Food Bhd for the financial year ending 2019 (FY19), mainly driven by the launch of new major bread products in the first half of 2019, a strong US dollar against the ringgit, and an organic growth in export markets
14/11/2019 3:53 PM
TrueInvestor90 where you read that factslim1?
14/11/2019 3:56 PM
theavenger good result announcement soon ..stay tune
14/11/2019 4:25 PM
bose00 Day by day price up. Break 1.60.. will see a clear sky
15/11/2019 12:28 PM


 

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