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  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 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 Jeffreyteck Starbuck may be temporary ok (but challenges rising as there are many players and people like new things normally). As for kenny, going to expand more branches... end results is quite certain, failed is estimated. How many kenny are doing well? Only people who rented their premises to kenny may do well and those who undertake kenny renovation works doing well? As for minority, just wait for speculative play. Outstanding borrowings close to 300m, waw... can call for right issues to improve gearing, then got more $. 27/10/2019 4:27 PM VFTRADER [BIG BOSS] -Previously bought under deem interest. -Now bought under direct interest.. -and still buying........ [SHARE BUY BACK] -Now start keep buying own share. CASH FLOW too strong?? 20/11/2019 9:16 AM Good123 not bad , recent quarter ended 30 sept 2019, revenue rm180mil , puasa month was inside this quarter also 22/11/2019 1:25 PM Good123 in 2018, quarterly revenue tak pernah sampai rm180mil macam Suku terkini thumb up 22/11/2019 1:27 PM Good123 Our Top Buys Amidst the heightened US-China trade tensions and a mounting global recession risk, we anchor our stock selection on: 1. Value stocks – Malayan Banking (discount to historical P/B ratio, dividend yield of 6–7% p.a.), RHB Bank (0.8–0.9x P/B ratio) and Serba Dinamik (steep discount P/E valuation to peer Dialog Group); 2. Defensive plays in a low interest rate environment – Tenaga Nasional (also potential rerating via a demerger exercise); 3. Beneficiaries of the US-China trade war/trade diversion – Top Glove (tariff advantage over Chinese exporters in the US market) and Westports and MMC Corp (trade diversion from the US-China trade war, as reflected in the increased throughput recently); and 4. Domestic consumption proxies – DRB-Hicom (also Proton’s turnaround), MBM Resources (also Perodua’s dominance in the local auto sector) and Berjaya Food (consumer lifestyle and experience) (Exhibit 5). Source: AmInvest Research - 14 Oct 2019 22/11/2019 1:29 PM Victor Yong buying non-stop, push up macam ni pula :) 11-Dec-2019 Insider BERJAYA GROUP BERHAD (a substantial shareholder) acquired 110,000 shares on 10-Dec-2019. 11-Dec-2019 Insider BERJAYA GROUP BERHAD (a substantial shareholder) acquired 21,800 shares on 10-Dec-2019. 11-Dec-2019 Insider BERJAYA GROUP BERHAD (a substantial shareholder) acquired 99,900 shares on 09-Dec-2019. 11-Dec-2019 Insider BERJAYA GROUP BERHAD (a substantial shareholder) acquired 60,000 shares on 09-Dec-2019. 11-Dec-2019 Insider BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 110,000 shares on 10-Dec-2019. 11-Dec-2019 Insider BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 21,800 shares on 10-Dec-2019. 11-Dec-2019 Insider BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 99,900 shares on 09-Dec-2019. 11-Dec-2019 Insider BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 60,000 shares on 09-Dec-2019. 11-Dec-2019 Insider JUARA SEJATI SDN BHD (a substantial shareholder) acquired 110,000 shares on 10-Dec-2019. 11-Dec-2019 Insider JUARA SEJATI SDN BHD (a substantial shareholder) acquired 21,800 shares on 10-Dec-2019. 11-Dec-2019 Insider JUARA SEJATI SDN BHD (a substantial shareholder) acquired 99,900 shares on 09-Dec-2019. 11-Dec-2019 Insider JUARA SEJATI SDN BHD (a substantial shareholder) acquired 60,000 shares on 09-Dec-2019. 11-Dec-2019 Insider TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN (a substantial shareholder) acquired 110,000 shares on 10-Dec-2019. 11-Dec-2019 Insider TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN (a substantial shareholder) acquired 21,800 shares on 10-Dec-2019. 11-Dec-2019 Insider TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN (a substantial shareholder) acquired 99,900 shares on 09-Dec-2019. 11-Dec-2019 Insider TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN (a substantial shareholder) acquired 60,000 shares on 09-Dec-2019. 09-Dec-2019 Insider BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 50,900 shares on 06-Dec-2019. 09-Dec-2019 Insider BERJAYA GROUP BERHAD (a substantial shareholder) acquired 50,900 shares on 06-Dec-2019. 09-Dec-2019 Insider JUARA SEJATI SDN BHD (a substantial shareholder) acquired 50,900 shares on 06-Dec-2019. 09-Dec-2019 Insider TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN (a substantial shareholder) acquired 50,900 shares on 06-Dec-2019. 06-Dec-2019 Insider JUARA SEJATI SDN BHD (a substantial shareholder) acquired 130,000 shares on 05-Dec-2019. 06-Dec-2019 Insider JUARA SEJATI SDN BHD (a substantial shareholder) acquired 249,100 shares on 04-Dec-2019. 06-Dec-2019 Insider BERJAYA GROUP BERHAD (a substantial shareholder) acquired 130,000 shares on 05-Dec-2019. 06-Dec-2019 Insider BERJAYA GROUP BERHAD (a substantial shareholder) acquired 249,100 shares on 04-Dec-2019. 06-Dec-2019 Insider BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 130,000 shares on 05-Dec-2019. 06-Dec-2019 Insider BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 249,100 shares on 04-Dec-2019. 06-Dec-2019 Insider TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN (a substantial shareholder) acquired 130,000 shares on 05-Dec-2019. 06-Dec-2019 Insider TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN (a substantial shareholder) acquired 249,100 shares on 04-Dec-2019. 11/12/2019 7:06 PM Victor Yong harga syer boleh naikkah? buat macam ini :p 22-Nov-2019 22-Nov-2019 Buyback 125,000 1.320 1.360 View Detail 21-Nov-2019 21-Nov-2019 Buyback 125,000 1.300 1.340 View Detail 20-Nov-2019 20-Nov-2019 Buyback 150,000 1.340 1.360 View Detail 19-Nov-2019 19-Nov-2019 Buyback 150,000 1.360 1.390 View Detail 18-Nov-2019 22-Nov-2019 Buyback 700,000 1.300 1.400 View Detail 18-Nov-2019 18-Nov-2019 Buyback 150,000 1.380 1.400 View Detail 18-Nov-2019 18-Nov-2019 Cancel 476,520 0.000 0.000 View Detail 15-Nov-2019 15-Nov-2019 Buyback 400,000 1.360 1.410 View Detail 14-Nov-2019 14-Nov-2019 Buyback 250,000 1.380 1.410 View Detail 13-Nov-2019 13-Nov-2019 Buyback 200,000 1.390 1.410 View Detail 12-Nov-2019 12-Nov-2019 Buyback 850,000 1.350 1.390 View Detail 11-Nov-2019 11-Nov-2019 Buyback 500,000 1.370 1.390 View Detail 08-Nov-2019 15-Nov-2019 Buyback 2,500,000 1.350 1.410 View Detail 08-Nov-2019 08-Nov-2019 Buyback 300,000 1.370 1.400 View Detail 09-May-2019 09-May-2019 Buyback 680,000 1.700 1.730 View Detail 08-May-2019 08-May-2019 Buyback 1,000,000 1.720 1.750 View Detail 07-May-2019 07-May-2019 Buyback 270,000 1.750 1.760 View Detail 06-May-2019 06-May-2019 Buyback 350,000 1.740 1.760 View Detail 03-May-2019 03-May-2019 Buyback 500,000 1.770 1.790 View Detail 02-May-2019 09-May-2019 Buyback 3,312,100 1.700 1.790 View Detail 02-May-2019 02-May-2019 Buyback 512,100 1.770 1.790 View Detail 25-Mar-2019 25-Mar-2019 Buyback 106,500 1.600 1.620 View Detail 22-Mar-2019 22-Mar-2019 Buyback 100,000 1.620 1.620 View Detail 21-Mar-2019 21-Mar-2019 Buyback 500,000 1.630 1.640 View Detail 20-Mar-2019 20-Mar-2019 Buyback 300,000 1.610 1.660 11/12/2019 7:07 PM Victor Yong Bjcorp tak bayar dividend tapi pakai tunai untuk Beli syer bjfood :) Wednesday, 11 Dec 2019 5:51PM BJFOOD JUARA SEJATI SDN BHD (291,700 units Acquired) 5:51PM BJFOOD BERJAYA GROUP BERHAD (291,700 units Acquired) 5:51PM BJFOOD BERJAYA CORPORATION BERHAD (291,700 units Acquired) 5:50PM BJFOOD VINCENT TAN CHEE YIOUN (291,700 units Acquired) 12/12/2019 8:57 AM  |
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