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  RainT The problem is when the management going to dispose KR????? Already it's bleeding and can stop the bleeding but don't want stop and continue let KR affect the whole BJFOOD 01/10/2017 21:04  ben_and_holly I think it was the KRR's oversea operation (SGP, IDN ) the culprit for the losses. Local KRR's previously still recording profits... That was the past. Beginning this month, the KRR's menu have been updated, the pricing strategy is closer / matching the competitors. Maybe it might bring positive development in the future. Prior to this, the pricing strategy was very lousy....totally no match to the close competitors Nando's Want to say affordable.....with RM 30-40 per meal, totally cannot beat McD, KFC, Texas Chicken with pricing of RM 10-15. ( different range ) With RM 30-40 per meal previously c/w drink, you can have a lot of alternative options out there and the immediate competitor Nando's beaten KRR in clean sweep with attractive loyalty program. 07/10/2017 15:43 Eagle_T Berjaya Food exits loss-making Kenny Rogers business in Indonesia http://www.theedgemarkets.com/article/berjaya-food-exits-lossmaking-kenny-rogers-business-indonesia 24/11/2017 22:36 mamakspecial Posted by McQueen1 > Nov 25, 2017 11:45 AM | Report Abuse will the share price rebound this week? the person that can answer you on this ...is probably the richest person in the history of mankind... NO ONE KNOW WHAT WILL HAPPEN TOMORROW LA... when you asked this kind of question..what kind of answer do you expect? SURE IT WILL REBOUND..BUY Buy...then you buy...but it sleeps or falls...then who do you blame?? put your money on other counters la..like inari or penta..those involved in semicon industry...they are the movers..cos the world is going more tech advance and internet based...semiconductor will be used in everything in our lives..more potential...berjaya food is localised business ..with a matured market dy...unless they give out more dividend..the stock wont really move la..cos they are not expected to expand with ONLY 30 million population only in MSIA. semiconductors are used by people around the world..potential users up to 7 billion ppl or more...since those poorer countries are slowly..but eventually adopting more modern techs. 25/11/2017 12:37 gforce2 Selling off their Kenny Rogers business in Indonesia was the right move. That subsidiary had been losing about RM 9m/year. Moving forward, if profits remain at current levels, we can probably expect an additional 2 sen in annual dividends (6 sen, instead of 4 sen now). Big boss TSVT knows this, he snapped up about 1m shares earlier this month. Here's another thing to consider: 40%-50% of their costs of goods sold (COGS) are in USD. Ringgit has strengthened from a low of 4.50 to 4.08 now; almost 10%! Expect this to add to the bottom-line. Just for some rough calculations, Operation Costs was about RM530m in the last FY2017. Taking 40% COGS, that's around RM212m that might have been denominated in USD. Forex Savings of 10% is ~RM21m/year! (~5.5sen per share!) So, if invested, just sit back, relax and let the good times roll. 01/12/2017 03:02 ferwoo anything under berjaya is prone for manipulation. i suggest avoid until they have shown a credible company for ppl to buy in. Simply just starbucks in their retail business doesnt attract me at all. i say this is another shark stock in making unless the mgt prove this otherwise. 02/01/2018 10:20 jibbie profits might increase with the strengthening of ringgit. but starbucks has too much competition. kenny rogers is dead. not worth investing in this 07/01/2018 18:35  calvintaneng Starbucks coffee will make lots more money due to strong ringgit While ordering Starbucks coffee I saw the guy who served pulled out a pack of fresh milk with the "Starbucks" logo. All the fresh milk is imported as well as the coffee beans. So there is huge savings for Starbucks if ringgit continues to strengthen. That's why Dutch Lady & F&N share price shot up due to cheaper milk import cost. I don't have BJ FOOD but I have BJ CORP which owns BJ FOOD 07/01/2018 18:40 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  |
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