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  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 8:26 AM  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 3:23 PM gangnam Lol..don't forget about the synergy from BJCorp & Razer Pay JV and also that BJCorp owns 50% of BJFood... https://klse.i3investor.com/files/my/blog/img/bl1338_screen_shot_20160806_at_2.42.26_pm.png 08/08/2018 1:44 PM  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 AM 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 http://www.theedgemarkets.com/article/成功食品冀拓展krr印度业务 （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）。 两造今日签署了解备忘录，以便在未来5年内为印度品牌的商业扩张建立合作和投资框架。 根据了解备忘录的条款，WIB是负责Jollibean和KRR品牌商业发展的开发机构。 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。 目前，KRR在印度Chandigarh市只有一家餐厅。该品牌遍布其他7个国家，即马来西亚、新加坡、印尼、泰国、菲律宾、孟加拉和迪拜。 Marya希望这次的合作关系能够取得成果，在2019年初成立新店。 （编译：魏素雯） 16/08/2018 9:02 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 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 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  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 secret1q Both Revenue and profit in historical high but share price near to historical low. Pending market readjustment. 06/01/2019 2:18 AM 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 Epicvestor123 For those who invest in US stocks investor through Etoro or other foreign broker, can refer my blog about Starbucks latest threats in China. LINK: epicvestor.blogspot.com (article: 18/1) Best Regards 18/01/2019 7:58 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 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  |
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