|
| |
Insider - Company Hints :
  uptrending "1. New Gummy Production Line As part of plans to expand our gummy production capacity, the Group is developing the 2.6-acre Lot 28 as Lots 88 and 100 have reached an estimated 83.6% capacity for gummy production. The addition of another line for gummy production, expected to be completed in the first quarter of 2020, is part of our expansion and growth plans as the Group sees rapid revenue growth potential for gummy products (in- house brand as well as for Original Equipment Manufacturing (“OEM”)" ------ PAGE 19, AR 2018 Expansion on the way for the star products, Gummy lot 100 20/05/2019 9:51 AM uptrending The NEW Fruit Gummy production line will raise the total production capacity to 14,200 MT from the present 9,200 MT, an increase of 43%. The fruit gummy accounted for approximately 50% revenue of the company and about 50% of which is derived from Export Markets. Bright future, by just banking on the growing sales and acceptance of the gummy candy which has already established a brand name, LOT 100 20/05/2019 1:25 PM uptrending Maintain BUY with unchanged TP of MYR2.70. Our TP is derived from an unchanged target 18x P/E (+1.5SD from its 5-year mean), based on 2019F’s earnings. We like Cocoaland given resilient demand for its gummy products, generous dividend payouts backed by a sturdy balance sheet, healthy cash flow generation, and proven track record. Strong brand equity in both the domestic and overseas markets should also ensure sustainability of its future earnings. Source: RHB Securities Research - 28 February 2019 21/05/2019 6:00 AM uptrending Still BUY and MYR2.70 TP, 43% expected total returns. Cocoaland’s 1Q19 earnings were within expectations – they were down mainly on higher marketing expenses. Demand for its gummy and hard candy products stayed resilient, though. Cost optimisation initiatives saw some results: lower employee costs. We continue to like the stock, given its sustainable earnings on robust gummy products demand, supported by a proven track record and strong brand equity. No surprises. Cocoaland’s 1Q19 results were within our and consensus expectations, with earnings of MYR8.4m (-1.8% YoY, -12.6% QoQ) that accounted for 25% and 27% of full-year forecasts. The lower earnings were mainly attributed to higher marketing expenses and decreased other income, netting off increased revenue of MYR65.6m (+1.9% YoY, +7% QoQ). No dividend was declared. Cost optimisation bearing fruit. The manufacturing segment’s performance improved, reporting 1Q19 PBT of MYR4m (1Q18: MYR83,000 LBT) – thanks to a better product mix and lower employee costs. However, Cocoaland continued to feel the impact of sluggish demand for beverage products, dragging revenue down 9.2% YoY (-0.02% QoQ) to MYR16.9m – this offset growing demand for gummy and hard candy products. Marketing expenses a drag. The trading unit registered higher revenue of MYR48.7m (+6.3% YoY, +9.7% QoQ), as demand for gummy, snacks, and coco-pie products grew. However, higher marketing expenses from exhibition and promotional activities dragged PBT down to MYR6.5m (-52.7% YoY, +5.3% QoQ). We also note that this unit’s PBT margin dropped 12ppts when compared to 1Q18’s numbers. Key risks and forecasts. Downside risks to our recommendation and earnings forecasts include sharp rises in raw material costs and weaker consumer sentiment. A strengthening of the MYR against the USD should also negatively affect Cocoaland’s earnings. We make no changes to our forecasts. We keep our call on the stock, as we expect resilient demand for the company’s gummy products on strong brand equity to continue support earnings. We like Cocoaland for its generous dividend payouts (translating into prospective yields of 5%), backed by a sturdy balance sheet and healthy cash flow generation. There is no change to our TP, with total expected returns of 43% – this based on 2019F earnings of an unchanged 18x target P/E, +1.5SD from its 5-year mean. Source: RHB Securities Research - 23 May 2019 23/05/2019 4:58 PM icedvestor RHB report seem to be bullish on this counter. Waiting for the dividend announcement. 08/08/2019 1:32 PM chwong28 https://www.star2.com/health/2019/07/25/chewies-yummy-gummy/#aqQBFxVFzBjEyjA2.41 12/08/2019 6:43 PM uptrending Next quarter will announce Dividend, most probably, like last year and payment by the end of the year.. Good results, reversed the consecutive 8 quarters Y-o-Y decline handsomely. This quarter Y-o-Y increased by 50%! 27/08/2019 8:59 PM RainT will add 4th line then will have high depreciation & start costs profit reduce again until can cover same as SCGM, KAWAN 17/09/2019 12:48 PM stockraider cocoland not doing cocoa processing lah....!! Its business different from Guan Chong who is doing cocoa processing loh.....!! Posted by RainT > Sep 17, 2019 12:49 PM | Report Abuse GCB margin much lower than COCOLND So COCOLND is better more 17/09/2019 6:48 PM RainT around 65% shares is hold by F&N and the company director so that is why low liquid la 19/09/2019 10:03 AM StockStalker between the 2 current largest shareholders of Cocoaland, ie. Leverage Success Sdn Bhd (38.04 %) and Fraser & Neave Holdings Bhd (27.19 %), which one of them is more likely to have an interest in taking Cocoaland private ? will either one of the existing 2 largest shareholders allow its counterpart to privatise Cocoaland when current share price is depressed ? will the counterpart defend the bid ? 27/09/2019 2:32 PM icedvestor too low volume to brew anything. probably is just left hand right hand transaction to flush out weak hands 15/10/2019 3:07 PM icedvestor Today: 26-Nov-2019(Ann. Date) 10-Dec-2019(Ex. Date) Interim Dividend RM 0.1 26/11/2019 7:00 PM  YAPSS YAPSS Quick Summary and Free 10 Years Financial Data of Cocoaland Holdings Berhad: https://www.yapss.com/forum/klse-forum/cocoaland-holdings-berhad-cocolnd-7205 15/01/2020 6:25 PM johnnygoodnews MY BABY GOING TO SAIL TO $2.70 SOOOOOOOOON............... BOOOOOOOOOMM 12/05/2020 10:28 AM  James Ng https://klse.i3investor.com/blogs/general/2020-08-14-story-h1511705726.jsp [转贴] [COCOALAND HOLDINGS BHD：对自有品牌软糖的需求下降，因Covid-19大流行的爆发，海外市场（尤其是中国和韩国）的进口受影响] - James的股票投资James Share Investing 14/08/2020 9:25 AM niko90s I really dont understand why people dont bother to buy this stock. The dividen given is quite high for the current share price. 25/11/2020 12:17 AM  superbullklse 被低估了吗 https://klse.i3investor.com/blogs/superbullklse/2021-02-07-story-h1540989225-Is_this_confectionery_counter_undervalued.jsp 07/02/2021 12:59 PM beluga if you think the world is a stressful place to live (which I do especially in this pandemic) , then buy this stock. When people are stress, gummy candy helps relieve the stress. :) 19/02/2021 3:48 PM  |
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
