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  Dartmaster Time to go holland tomorrow with negative earnings. NEVER NEVER touch vincent tan counter 15/03/2018 19:11 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  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 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... https://klse.i3investor.com/files/my/blog/img/bl1338_screen_shot_20160806_at_2.42.26_pm.png 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 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 09:02 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 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 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  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 secret1q Both Revenue and profit in historical high but share price near to historical low. Pending market readjustment. 06/01/2019 02:18 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 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 19:58 Yi Heng bjfood not only manage Starbuck malaysia?profit in china got contribute to bjfood? 18/01/2019 20:30 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 23:34 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 17:11 Good123 KRR will also introduce cheaper foods menu plus local favourite foods e.g. nasi lemak :) 23/01/2019 18:00 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 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 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 17:19  |
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