Highlights
KLSE: F&N (3689)       FRASER & NEAVE HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
35.60   +0.20 (0.56%)  35.10 - 35.86  511,800
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Financials


Market Cap: 13,057 Million

Market Cap 13,057 Million
NOSH 367 Million

Latest Audited Result:  30-Sep-2018

Latest Audited Result: 30-Sep-2018
Announcement Date 24-Dec-2018
Next Audited Result: 30-Sep-2019
Est. Ann. Date: 24-Dec-2019
Est. Ann. Due Date: 28-Mar-2020

Latest Quarter:  30-Jun-2019 [#3]

Latest Quarter: 30-Jun-2019 [#3]
Announcement Date 06-Aug-2019
Next Quarter: 30-Sep-2019
Est. Ann. Date: 08-Nov-2019
Est. Ann. Due Date: 29-Nov-2019
QoQ | YoY   10.07%  |    10.00%

Annual (Unaudited) ( EPS: 105.00, P/E: 33.90 )

Revenue | NP to SH 4,109,859  |  385,133
RPS | P/RPS 1,120.53 Cent  |  3.18
EPS | P/E | EY 105.00 Cent  |  33.90  |  2.95%
DPS | DY | Payout % 57.44 Cent  |  1.61%  |  54.70%
NAPS | P/NAPS 6.30  |  5.65
YoY   19.10%
NP Margin | ROE 9.37%  |  16.66%
F.Y. | Ann. Date 30-Sep-2018  |  08-Nov-2018

T4Q Result ( EPS: 115.46, P/E: 30.83 )

Revenue | NP to SH 4,098,692  |  423,472
RPS | P/RPS 1,117.48 Cent  |  3.19
EPS | P/E | EY 115.46 Cent  |  30.83  |  3.24%
DPS | DY | Payout % 57.48 Cent  |  1.61%  |  49.79%
NAPS | P/NAPS 6.71  |  5.31
QoQ | YoY   2.53%  |    30.89%
NP Margin | ROE 10.33%  |  17.21%
F.Y. | Ann. Date 30-Jun-2019  |  06-Aug-2019

Annualized Result ( EPS: 124.41, P/E: 28.61 )

Revenue | NP to SH 4,136,069  |  456,310
RPS | P/RPS 1,127.67 Cent  |  3.16
EPS | P/E | EY 124.41 Cent  |  28.61  |  3.49%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   0.38%  |    12.62%
NP Margin | ROE 11.03%  |  18.55%
F.Y. | Ann. Date 30-Jun-2019  |  06-Aug-2019


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
30-Sep-2019 06-Aug-2019 30-Jun-2019 3 3,102,052 443,505 342,207 342,233 98,998 2,460,302 28.93% 11.03% 13.91% 366,662 846.02 845.76 93.30 93.31 27.00 26.99 6.7100 6.71   50.57%   12.62% 28-Jun-2019 34.56 4.08 37.03 5.15 2.70% 0.78% 06-Aug-2019 33.90 4.01 36.32 5.05 2.75% 0.80%
30-Sep-2019 29-Apr-2019 31-Mar-2019 2 2,035,716 288,017 227,271 227,289 99,082 2,422,021 43.59% 11.16% 9.38% 366,973 554.73 555.03 62.00 61.97 27.00 27.01 6.6000 6.60   85.00%   13.99% 29-Mar-2019 34.84 6.28 56.25 5.28 1.78% 0.77% 29-Apr-2019 34.72 6.26 56.06 5.26 1.78% 0.78%
30-Sep-2019 31-Jan-2019 31-Dec-2018 1 1,010,272 154,058 122,853 122,862 - 2,425,243 - % 12.16% 5.07% 366,351 275.77 275.44 33.50 33.50 0.00 0.00 6.6200 6.61   -68.10%   15.00% 31-Dec-2018 33.50 12.15 99.89 5.06 1.00% 0.00% 31-Jan-2019 33.96 12.31 101.26 5.13 0.99% 0.00%
30-Sep-2018 08-Nov-2018 30-Sep-2018 4 4,109,859 422,729 385,096 385,133 210,685 2,312,047 54.70% 9.37% 16.66% 366,410 1,121.66 1,120.53 104.90 105.00 57.50 57.44 6.3100 6.30   26.73%   19.10% 28-Sep-2018 37.72 3.36 35.89 5.98 2.79% 1.52% 08-Nov-2018 34.78 3.10 33.09 5.51 3.02% 1.65%
30-Sep-2018 02-Aug-2018 30-Jun-2018 3 3,113,219 323,080 303,866 303,894 98,936 2,205,926 32.56% 9.76% 13.78% 366,433 849.60 848.80 82.80 82.85 27.00 26.97 6.0200 6.01   52.40%   0.05% 29-Jun-2018 39.02 4.59 47.05 6.48 2.13% 0.69% 02-Aug-2018 37.40 4.40 45.10 6.21 2.22% 0.72%
30-Sep-2018 03-May-2018 31-Mar-2018 2 2,083,472 216,043 199,381 199,399 98,839 2,203,753 49.57% 9.57% 9.05% 366,072 569.14 568.05 54.50 54.36 27.00 26.95 6.0200 6.01   86.64%   -14.92% 30-Mar-2018 33.38 5.86 61.28 5.54 1.63% 0.81% 03-May-2018 35.64 6.26 65.43 5.92 1.53% 0.76%
30-Sep-2018 06-Feb-2018 31-Dec-2017 1 1,068,930 115,132 106,825 106,834 - 2,225,717 - % 9.99% 4.80% 366,072 292.00 291.44 29.20 29.13 0.00 0.00 6.0800 6.07   -66.96%   -16.06% 29-Dec-2017 27.00 9.25 92.52 4.44 1.08% 0.00% 06-Feb-2018 29.66 10.16 101.63 4.88 0.98% 0.00%
30-Sep-2017 07-Nov-2017 30-Sep-2017 4 4,101,374 353,713 323,347 323,377 210,518 2,130,818 65.10% 7.88% 15.18% 366,120 1,120.23 1,118.22 88.30 88.17 57.50 57.40 5.8200 5.81   6.47%   -16.09% 29-Sep-2017 24.66 2.20 27.92 4.24 3.58% 2.33% 07-Nov-2017 25.44 2.27 28.80 4.37 3.47% 2.26%
30-Sep-2017 03-Aug-2017 30-Jun-2017 3 3,125,099 334,323 303,712 303,729 98,916 2,110,210 32.57% 9.72% 14.39% 366,356 853.02 852.04 82.90 82.81 27.00 26.97 5.7600 5.75   29.60%   -9.55% 30-Jun-2017 25.30 2.97 30.52 4.39 3.28% 1.07% 03-Aug-2017 24.82 2.91 29.94 4.31 3.34% 1.09%
30-Sep-2017 03-May-2017 31-Mar-2017 2 2,083,822 260,795 234,348 234,357 98,933 2,154,561 42.22% 11.25% 10.88% 366,422 568.69 568.14 64.00 63.90 27.00 26.97 5.8800 5.87   84.13%   -3.25% 31-Mar-2017 24.68 4.34 38.59 4.20 2.59% 1.09% 03-May-2017 24.88 4.37 38.90 4.23 2.57% 1.09%
30-Sep-2017 07-Feb-2017 31-Dec-2016 1 1,091,083 144,007 127,275 127,278 - 2,140,871 - % 11.67% 5.95% 365,961 298.14 297.48 34.80 34.70 0.00 0.00 5.8500 5.84   -66.97%   -16.08% 30-Dec-2016 23.48 7.88 67.51 4.01 1.48% 0.00% 07-Feb-2017 23.66 7.94 68.03 4.04 1.47% 0.00%
30-Sep-2016 03-Nov-2016 30-Sep-2016 4 4,167,567 442,937 385,370 385,372 210,427 1,987,168 54.60% 9.25% 19.39% 365,961 1,138.80 1,136.26 105.30 105.07 57.50 57.37 5.4300 5.42   14.77%   37.60% 30-Sep-2016 24.06 2.11 22.85 4.43 4.38% 2.39% 03-Nov-2016 24.30 2.13 23.08 4.48 4.33% 2.37%
30-Sep-2016 02-Aug-2016 30-Jun-2016 3 3,148,273 391,230 335,782 335,783 - 1,915,098 - % 10.67% 17.53% 366,407 859.77 858.36 91.70 91.55 0.00 0.00 5.2300 5.22   38.62%   50.34% 30-Jun-2016 25.12 2.88 27.39 4.80 3.65% 1.07% 02-Aug-2016 26.34 3.02 28.72 5.04 3.48% 1.03%
30-Sep-2016 04-May-2016 31-Mar-2016 2 2,052,468 279,453 242,231 242,232 98,795 1,906,387 40.79% 11.80% 12.71% 366,076 560.92 559.59 66.20 66.04 27.00 26.94 5.2100 5.20   59.72%   72.50% 31-Mar-2016 20.70 3.64 31.27 3.97 3.20% 1.30% 04-May-2016 22.18 3.90 33.50 4.26 2.98% 1.22%
30-Sep-2016 02-Feb-2016 31-Dec-2015 1 1,053,301 171,841 151,662 151,662 - 1,976,810 - % 14.40% 7.67% 366,076 287.73 287.18 41.40 41.35 0.00 0.00 5.4000 5.39   -45.85%   116.86% 31-Dec-2015 18.50 6.43 44.65 3.43 2.24% 0.00% 02-Feb-2016 18.28 6.35 44.12 3.39 2.27% 0.00%
30-Sep-2015 03-Nov-2015 30-Sep-2015 4 4,060,239 333,829 280,072 280,074 210,513 1,874,482 75.16% 6.90% 14.94% 366,109 1,109.02 1,107.00 76.50 76.36 57.50 57.40 5.1200 5.11   25.40%   7.96% 30-Sep-2015 18.30 1.63 23.92 3.57 4.18% 3.14% 03-Nov-2015 18.00 1.60 23.53 3.52 4.25% 3.19%
30-Sep-2015 04-Aug-2015 30-Jun-2015 3 3,052,426 266,101 223,349 223,350 - 1,772,154 - % 7.32% 12.60% 366,147 833.66 832.23 61.00 60.90 0.00 0.00 4.8400 4.83   59.05%   13.24% 30-Jun-2015 17.80 2.14 29.18 3.68 3.43% 0.00% 04-Aug-2015 18.40 2.21 30.16 3.80 3.32% 0.00%
30-Sep-2015 05-May-2015 31-Mar-2015 2 1,976,210 167,798 140,424 140,425 804 1,766,283 0.57% 7.11% 7.95% 365,690 540.41 538.80 38.40 38.29 0.22 0.22 4.8300 4.82   100.79%   2.61% 31-Mar-2015 18.16 3.36 47.29 3.76 2.11% 0.01% 05-May-2015 18.54 3.43 48.28 3.84 2.07% 0.01%
30-Sep-2015 10-Feb-2015 31-Dec-2014 1 1,036,325 81,244 69,935 69,935 - 1,786,820 - % 6.75% 3.91% 366,151 283.03 282.55 19.10 19.07 0.00 0.00 4.8800 4.87   -73.04%   1.70% 31-Dec-2014 17.44 6.16 91.31 3.57 1.10% 0.00% 10-Feb-2015 19.08 6.74 99.90 3.91 1.00% 0.00%
30-Sep-2014 06-Nov-2014 30-Sep-2014 4 3,818,802 315,469 259,408 259,429 200,966 1,688,115 77.46% 6.79% 15.37% 365,392 1,045.12 1,041.17 71.00 70.73 55.00 54.79 4.6200 4.60   31.53%   -0.02% 30-Sep-2014 16.98 1.62 23.92 3.68 4.18% 3.24% 06-Nov-2014 16.12 1.54 22.70 3.49 4.40% 3.41%
30-Sep-2014 06-Aug-2014 30-Jun-2014 3 2,854,287 240,108 197,224 197,234 - 1,614,396 - % 6.91% 12.22% 365,248 781.47 778.20 54.00 53.77 0.00 0.00 4.4200 4.40   44.12%   9.90% 30-Jun-2014 18.30 2.34 33.89 4.14 2.95% 0.00% 06-Aug-2014 17.80 2.28 32.96 4.03 3.03% 0.00%
30-Sep-2014 07-May-2014 31-Mar-2014 2 1,883,156 168,896 136,848 136,857 80,289 1,638,634 58.67% 7.27% 8.35% 364,952 516.00 513.43 37.50 37.31 22.00 21.89 4.4900 4.47   99.02%   23.14% 31-Mar-2014 18.02 3.49 48.05 4.01 2.08% 1.22% 07-May-2014 18.08 3.50 48.21 4.03 2.07% 1.22%
30-Sep-2014 10-Feb-2014 31-Dec-2013 1 947,761 86,130 68,757 68,766 - 1,702,777 - % 7.25% 4.04% 363,841 260.49 258.40 18.90 18.75 0.00 0.00 4.6800 4.64   -73.50%   21.02% 31-Dec-2013 18.50 7.10 97.88 3.95 1.02% 0.00% 10-Feb-2014 18.30 7.03 96.83 3.91 1.03% 0.00%
30-Sep-2013 07-Nov-2013 30-Sep-2013 4 3,508,225 307,765 259,458 259,485 218,119 1,643,168 84.06% 7.40% 15.79% 363,532 965.04 956.50 71.40 70.75 60.00 59.47 4.5200 4.48   44.58%   -5.31% 30-Sep-2013 18.60 1.93 26.06 4.12 3.84% 3.23% 07-Nov-2013 18.58 1.93 26.03 4.11 3.84% 3.23%
30-Sep-2013 06-Aug-2013 30-Jun-2013 3 2,610,697 220,585 179,452 179,470 - 1,545,312 - % 6.87% 11.61% 363,602 718.01 711.79 49.40 48.93 0.00 0.00 4.2500 4.21   61.48%   -10.46% 28-Jun-2013 18.32 2.55 37.12 4.31 2.69% 0.00% 06-Aug-2013 18.46 2.57 37.40 4.34 2.67% 0.00%
30-Sep-2013 07-May-2013 31-Mar-2013 2 1,719,485 131,443 111,132 111,141 72,548 1,559,797 65.28% 6.46% 7.13% 362,743 474.02 468.81 30.60 30.30 20.00 19.78 4.3000 4.25   95.60%   -25.31% 29-Mar-2013 18.50 3.90 60.38 4.30 1.66% 1.08% 07-May-2013 18.08 3.81 59.01 4.20 1.69% 1.11%
30-Sep-2013 05-Feb-2013 31-Dec-2012 1 854,211 66,108 56,822 56,822 - 1,622,474 - % 6.65% 3.50% 363,783 234.81 232.90 15.60 15.49 0.00 0.00 4.4600 4.42   -79.26%   36.11% 31-Dec-2012 18.02 7.67 115.37 4.04 0.87% 0.00% 05-Feb-2013 17.92 7.63 114.73 4.02 0.87% 0.00%
30-Sep-2012 08-Nov-2012 30-Sep-2012 4 3,171,923 230,208 273,990 274,030 209,403 1,545,254 76.42% 8.64% 17.73% 361,040 878.55 864.81 75.90 74.71 58.00 57.09 4.2800 4.21   36.72%   -28.48% 28-Sep-2012 18.20 2.07 23.98 4.25 4.17% 3.19% 08-Nov-2012 18.74 2.13 24.69 4.38 4.05% 3.09%
30-Sep-2012 07-Aug-2012 30-Jun-2012 3 2,370,423 165,732 200,430 200,431 72,227 1,462,604 36.04% 8.46% 13.70% 361,136 656.38 646.28 55.50 54.65 20.00 19.69 4.0500 3.99   34.70%   -36.76% 29-Jun-2012 18.06 2.75 32.54 4.46 3.07% 1.11% 07-Aug-2012 20.34 3.10 36.65 5.02 2.73% 0.98%
30-Sep-2012 07-May-2012 31-Mar-2012 2 1,473,727 111,236 148,803 148,803 72,059 1,473,618 48.43% 10.10% 10.10% 360,297 409.03 401.80 41.30 40.57 20.00 19.65 4.0900 4.02   256.45%   -37.76% 30-Mar-2012 18.88 4.62 45.71 4.62 2.19% 1.06% 07-May-2012 19.00 4.65 46.00 4.65 2.17% 1.05%
30-Sep-2012 03-Feb-2012 31-Dec-2011 1 743,298 53,540 41,746 41,746 - 1,594,265 - % 5.62% 2.62% 359,879 206.54 202.66 11.60 11.38 0.00 0.00 4.4300 4.35   -89.10%   -61.02% 30-Dec-2011 18.20 8.81 156.90 4.11 0.64% 0.00% 03-Feb-2012 17.60 8.52 151.72 3.97 0.66% 0.00%
30-Sep-2011 04-Nov-2011 30-Sep-2011 4 3,915,431 463,656 383,130 383,130 347,648 1,551,873 90.74% 9.79% 24.69% 358,400 1,092.47 1,067.52 106.90 104.46 97.00 94.78 4.3300 4.23   20.89%   -44.90% 30-Sep-2011 16.50 1.51 15.43 3.81 6.48% 5.88% 04-Nov-2011 17.14 1.57 16.03 3.96 6.24% 5.66%
30-Sep-2011 05-Aug-2011 30-Jun-2011 3 2,919,969 389,621 316,923 316,923 125,478 1,469,891 39.59% 10.85% 21.56% 358,510 814.47 796.11 88.40 86.41 35.00 34.21 4.1000 4.01   32.56%   36.03% 30-Jun-2011 19.40 2.38 21.95 4.73 4.56% 1.80% 05-Aug-2011 18.90 2.32 21.38 4.61 4.68% 1.85%
30-Sep-2011 05-May-2011 31-Mar-2011 2 2,037,494 297,624 239,072 239,072 125,262 1,510,305 52.40% 11.73% 15.83% 357,892 569.30 555.51 66.80 65.18 35.00 34.15 4.2200 4.12   123.26%   46.70% 31-Mar-2011 15.62 2.74 23.38 3.70 4.28% 2.24% 05-May-2011 18.40 3.23 27.54 4.36 3.63% 1.90%
30-Sep-2011 07-Feb-2011 31-Dec-2010 1 1,028,026 136,044 107,084 107,084 - 152,059,282 - % 10.42% 0.07% 35,694,665 2.88 280.29 0.30 29.20 0.00 0.00 4.2600 414.58   -84.60%   37.75% 30-Dec-2010 15.00 520.82 5,000.00 3.52 0.02% 0.00% 07-Feb-2011 14.98 520.13 4,993.33 3.52 0.02% 0.00%
30-Sep-2010 08-Nov-2010 30-Sep-2010 4 3,637,726 388,982 694,048 695,291 586,239 1,792,574 84.32% 19.08% 38.79% 356,376 1,020.75 991.80 195.10 189.57 164.50 159.83 5.0300 4.89   198.44%   209.80% 30-Sep-2010 14.46 1.42 7.41 2.87 13.49% 11.38% 08-Nov-2010 14.62 1.43 7.49 2.91 13.34% 11.25%
30-Sep-2010 05-Aug-2010 30-Jun-2010 3 2,647,475 286,877 231,732 232,975 58,778 1,339,428 25.23% 8.75% 17.39% 356,230 743.19 721.82 65.40 63.52 16.50 16.03 3.7600 3.65   42.96%   42.62% 30-Jun-2010 12.56 1.69 19.20 3.34 5.21% 1.31% 05-Aug-2010 14.28 1.92 21.83 3.80 4.58% 1.16%
30-Sep-2010 06-May-2010 31-Mar-2010 2 1,754,703 196,651 164,201 162,969 58,840 1,337,272 36.11% 9.36% 12.19% 356,606 492.06 478.41 45.70 44.43 16.50 16.04 3.7500 3.65   109.64%   56.35% 31-Mar-2010 10.58 2.15 23.15 2.82 4.32% 1.56% 06-May-2010 10.72 2.18 23.46 2.86 4.26% 1.54%
30-Sep-2010 09-Feb-2010 31-Dec-2009 1 882,608 96,648 78,673 77,737 - 1,069,775 - % 8.91% 7.27% 356,591 247.51 240.64 0.22 21.19 0.00 0.00 3.0000 2.92   -65.36%   52.57% 31-Dec-2009 10.60 4.28 48.62 3.53 2.06% 0.00% 09-Feb-2010 10.50 4.24 48.17 3.50 2.08% 0.00%
30-Sep-2009 09-Nov-2009 30-Sep-2009 4 3,271,163 279,847 242,922 224,432 148,730 1,293,155 66.27% 7.43% 17.36% 356,241 918.24 891.86 63.00 61.19 41.75 40.55 3.6300 3.53   37.39%   34.52% 30-Sep-2009 10.32 1.12 16.38 2.84 6.10% 4.05% 09-Nov-2009 10.56 1.15 16.76 2.91 5.97% 3.95%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


Analyze this stock with MQ Trader system
  3 people like this.
 
shpg22 Ya...ripe time to take a dive to its fair value of 18.00.
06/07/2018 5:52 PM
Kawkaw Fn will using diesel submarine to dive to 18.00
Good luck to you..i will park at 28000 level...
07/07/2018 11:39 AM
pakatan_harapan2 EPF goreng? QR so so nia.
03/08/2018 5:56 AM
enigmatic [Breaker of Speculative Investing] clever clever squirrel jump, one day fall to the ground also
13/08/2018 12:02 PM
SK92 https://www.malaysiakini.com/news/439184
16/08/2018 4:43 PM
Jordan Khoo Good news incoming, oh yeah !
16/08/2018 5:02 PM
shpg22 Soda tax to be introduced soon!!! Coupled with extreme high valuation
Strongest sell warning
16/08/2018 8:38 PM
rlch Tony Pua: Tax on soft drinks one of many options to raise govt revenues
Read more at https://www.thestar.com.my/news/nation/2018/08/16/tax-on-soft-drinks-one-of-many-options-to-raise-govt-revenues/#uJ3gycc3jIyoyZbK.99
16/08/2018 9:32 PM
newbie911 Tomorrow better fast run 1st.
16/08/2018 9:35 PM
mamatede How will this respond with soda tax.... hahaha
16/08/2018 10:51 PM
BAT1 EPS>BAT by how much?
17/08/2018 11:58 AM
BN_better PH 100 days all cheating 1. Next GE vote back BN. At least more BRIM assured..
17/08/2018 11:49 PM
enigmatic [Breaker of Speculative Investing] please lah, what has pakatan got to do with F&N?
18/08/2018 12:01 AM
ctrl_alt_del2 Are you OKU? Need to take BRIM?
19/08/2018 7:02 PM
Jasper Coo wah, suddenly fly because of no road block today. Profit everyday thanksss
20/08/2018 10:51 AM
worldinvestor wah, PE more than 43? Better invest glove counter
24/08/2018 11:33 AM
Lim Tek Wai Very confident stock, good to invest it and then can buy more car HAHAH!
24/08/2018 12:00 PM
lsj89 why Its PE so high ,lol
any reason behind? it is not tech stock pun
26/09/2018 11:25 AM
necro soda tax coming
10/10/2018 4:02 PM
James Ng https://klse.i3investor.com/m/blog/general/179139.jsp
[转贴] [FRASER & NEAVE HOLDINGS BHD:已尽快对冲本财政年度的核心商品需求及相应的外币风险,通过改造计划节省运营成本和通过流程改进提高效率] - James的股票投资James Share Investing
22/10/2018 1:51 PM
5354 Soda tax why is good?
02/11/2018 5:55 PM
shpg22 Limit down on Mon. Already overpriced earlier. Fair price at 18.00
02/11/2018 6:01 PM
RainT Lau sai on Tuesday due to soda tax
02/11/2018 11:39 PM
enigmatic [Breaker of Speculative Investing] comeback is real. 33.20 becomes 34.96.
07/11/2018 5:31 PM
10217339411027964 Real gold is real gold, no matter what factors also won't affect e market value of F&N.
08/11/2018 7:01 PM
5354_ QR out. PE33 why EPF think cheap and buy until 12%?
08/11/2018 7:23 PM
enigmatic [Breaker of Speculative Investing] stock will rise. best quarter in years, in fact best fiscal year in years.
09/11/2018 12:03 AM
TYS_Capital dragged by klci only, just share price changed. in fact, company continue to make money. superb
09/11/2018 6:58 PM
BN_forever Soda tax is better than GST?
19/11/2018 3:00 PM
BN_better GST better than soda tax.
23/11/2018 9:19 AM
BN_better We want GST not SST or soda tax.
27/11/2018 3:21 PM
enigmatic [Breaker of Speculative Investing] Dividend maintained the same as last year. Kinda disappointing actually, considering the huge leap in profits over 2017.
22/12/2018 1:15 PM
James Ng https://klse.i3investor.com/blogs/general/190734.jsp
[转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing
19/01/2019 10:11 AM
moneylailai nice sharing james
22/01/2019 4:49 PM
jackMaDe good counter for long term
22/01/2019 5:44 PM
LouiseS Steady increase of earnings in last five years, EPS increase around 30% from 2014 to 2018, ROE is good at 16.64%, however PE is high at 32.04, and dividend yield is low, at 1.71%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_25.html
26/01/2019 12:37 PM
3iii F&N Financial Information
Market Capital (RM)
: 12.456b
Number of Share
: 366.78m
EPS (cent)
: 109.37 *
P/E Ratio
: 31.05
ROE (%)
: 16.52
Dividend (cent)
: 57.500 ^
Dividend Yield (%)
: 1.69
Dividend Policy (%)
: 0
NTA (RM)
: 6.620
Par Value (RM)
: 1.000
31/01/2019 9:42 PM
i3lurker sugar tax wun affect F&N

rakyat will do more corruption to eat more sugars
or
refuse to pay road summons to get money to buy sugars

BUY F&N

everyday limit up.
31/01/2019 9:46 PM
4444 Sales drop YOY bec people avoid sugary drink?
31/01/2019 10:19 PM
moneykj F&N too high. Go Dksh.
21/02/2019 12:00 PM
commonsense F&N will likely face earnings weakness in 3Q19 onwards from the implementation of the sugar tax. Currently 90% of the company’s beverage product in Malaysia are expected to be impacted by the new tax (to be implemented in April 2019). This will result in potentially lesser demand for the company’s products which would affect both its revenue and profit margin (due to higher unit cost) in the future. We will need to wait for the 3Q19 (or even better 4Q19 result) to see the full affect of the sugar tax on the company’s bottom line.

That being said, even if we were to use the 12 months trailing profit, at the current share price the company is already been valued at a high of 32x PE. This is high considering F&N growth rate for the past 7 years was only at an average of 3.4% per annum.

If you are looking to diversify your portfolio outside of F&N (due to its relatively high valuation), I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.4x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV.

FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well).

Given the very good result in 4Q18, MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at a very low PE of only 5.3x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x.

Good luck.
04/03/2019 3:50 PM
8888_ Sugar tax only extra tax in 2019 also up? Bursa control by crooks?
19/03/2019 12:28 PM
James Ng https://klse.i3investor.com/blogs/general/198712.jsp
[转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing
20/03/2019 10:17 AM
enigmatic [Breaker of Speculative Investing] F&N stock is like ping-pong.
One moment up, next moment down.
14/04/2019 6:55 PM
James Ng https://klse.i3investor.com/blogs/general/207464.jsp
[转贴] [FRASER & NEAVE HOLDINGS BHD:随着甜味和不加糖炼乳市场的改善,预计泰国的前景将更好,管理层将增加品牌建设投资,以在本财政年度下半年加强他们的产品组合] - James的股票投资James Share Investing
22/05/2019 2:54 PM
guppycrow Aberdeen asset mngmt. buy the cos/econ
24/05/2019 2:20 PM
James Ng https://klse.i3investor.com/blogs/general/214346.jsp
[转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing
09/07/2019 9:16 PM
masterus Psiptek 7145
NTA : 0.57
Current prices : 0.145
01/08/2019 11:14 AM
sapurakencana Skim Milk Powder International price keep on increase fr USD1675 (FEB 18) to USD 2505 (July19) regardless uncertainty of global war trade.
05/08/2019 1:45 PM
sapurakencana See EPF actively trade within this period of time.
05/08/2019 1:48 PM