Highlights
KLSE: BJFOOD (5196)       BERJAYA FOOD BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.62   -0.02 (1.22%)  1.61 - 1.64  293,300
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Financials


Market Cap: 619 Million

Market Cap 619 Million
NOSH 382 Million

Latest Audited Result:  30-Apr-2017

Latest Audited Result: 30-Apr-2017
Announcement Date 21-Aug-2017
Next Audited Result: 30-Apr-2018
Est. Ann. Date: 21-Aug-2018
Est. Ann. Due Date: 27-Oct-2018

Latest Quarter:  31-Jan-2019 [#3]

Latest Quarter: 31-Jan-2019 [#3]
Announcement Date 14-Mar-2019
Next Quarter: 30-Apr-2019
Est. Ann. Date: 21-Jun-2019
Est. Ann. Due Date: 29-Jun-2019
QoQ | YoY   27.74%  |    182.83%

Annual (Unaudited) ( EPS: 0.30, P/E: 542.21 )

Revenue | NP to SH 639,603  |  1,141
RPS | P/RPS 167.48 Cent  |  0.97
EPS | P/E | EY 0.30 Cent  |  542.21  |  0.18%
DPS | DY | Payout % 3.95 Cent  |  2.44%  |  1,321.00%
NAPS | P/NAPS 1.01  |  1.60
YoY   -89.94%
NP Margin | ROE 0.03%  |  0.30%
F.Y. | Ann. Date 30-Apr-2018  |  21-Jun-2018

T4Q Result ( EPS: 6.05, P/E: 26.79 )

Revenue | NP to SH 668,496  |  23,094
RPS | P/RPS 175.05 Cent  |  0.93
EPS | P/E | EY 6.05 Cent  |  26.79  |  3.73%
DPS | DY | Payout % 3.90 Cent  |  2.41%  |  64.56%
NAPS | P/NAPS 0.99  |  1.64
QoQ | YoY   607.54%  |    854.21%
NP Margin | ROE 3.44%  |  6.11%
F.Y. | Ann. Date 31-Jan-2019  |  14-Mar-2019

Annualized Result ( EPS: 7.77, P/E: 20.85 )

Revenue | NP to SH 677,998  |  29,676
RPS | P/RPS 177.54 Cent  |  0.91
EPS | P/E | EY 7.77 Cent  |  20.85  |  4.80%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   11.79%  |    7,221.39%
NP Margin | ROE 4.36%  |  7.85%
F.Y. | Ann. Date 31-Jan-2019  |  14-Mar-2019



Business Performance

Business Performance (By Quarter)

Trailing 4 Quarters Trailing 8 Quarters
Available Quarters 4 Quarters 8 Quarters
Continuous Quarters Of Revenue Growth 3 / 4 75.00% 3 / 8 37.50%
Total Positive Profit Years 4 / 4 100.00% 6 / 8 75.00%
Continuous Quarters Of Positive Profit 4 / 4 100.00% 4 / 8 50.00%
Continuous Quarters Of Profit Growth 4 / 4 100.00% 4 / 8 50.00%
Continuous Quarters Of Adjusted EPS Growth 4 / 4 100.00% 4 / 8 50.00%
Total Dividend Years 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Dividend 4 / 4 100.00% 8 / 8 100.00%
Continuous Quarters Of Dividend Growth 0 / 4 0.00% 0 / 8 0.00%
Continuous Quarters Of Adjusted Dps Growth 0 / 4 0.00% 0 / 8 0.00%
Average ROE 1.51% 0.65%
Average Net Profit Margin 3.39% 1.19%

Business Performance (By Year)

Last 5 Financial Years Last 10 Financial Years
Available Years 5 Years 9 Years
Continuous Years Of Revenue Growth 5 / 5 100.00% 8 / 9 88.89%
Total Positive Profit Years 5 / 5 100.00% 9 / 9 100.00%
Continuous Years Of Positive Profit 5 / 5 100.00% 9 / 9 100.00%
Continuous Years Of Profit Growth 0 / 5 0.00% 0 / 9 0.00%
Continuous Years Of Adjusted EPS Growth 0 / 5 0.00% 0 / 9 0.00%
Total Dividend Years 5 / 5 100.00% 8 / 9 88.89%
Continuous Years Of Dividend 5 / 5 100.00% 8 / 9 88.89%
Continuous Years Of Dividend Growth 1 / 5 20.00% 1 / 9 11.11%
Continuous Years Of Adjusted Dps Growth 1 / 5 20.00% 1 / 9 11.11%
Average ROE 14.87% 16.87%
Average Net Profit Margin 12.60% 13.19%

Key Result

Key Result

T4Q Annualized Annual (Unaudited) Last 10 FY Average Last 5 FY Average
Revenue 668,496 677,998 639,603 296,602 465,311
NP to SH 23,094 29,676 1,141 31,449 46,803
Dividend 14,908 14,512 15,072 10,311 14,836
Adjusted EPS 6.05 7.77 0.30 8.24 12.26
Adjusted DPS 3.90 3.80 3.95 2.70 3.89

NP to SH = Net Profit Attributable to Shareholder, EPS = Earning Per Share, DPS = Dividend Per Share

All figures in '000 unless specified.

EPS & DPS's figures in Cent.


Growth

Growth (By Quarter)

LQ QoQ LQ YoY CQ YoY LQ vs Average of T4Q LQ vs Average of T8Q
Revenue 8.38% 9.79% 6.02% 8.03% 11.14%
NP to Owner 27.74% 182.83% 7,221.38% 55.61% 258.79%
Dividend -3.10% -3.58% -3.58% -2.66% -2.91%
Adj. EPS 27.74% 182.83% 7,221.38% 55.61% 258.79%
Adj. DPS -3.10% -3.58% -3.58% -2.66% -2.91%

LQ = Latest Quarter, CQ = Cumulative Quarter, T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, QoQ = Quarter on Quarter, YoY = Year on Year

Growth (By Year)

T4Q vs LFY T4Q vs AL5FY T4Q vs AL10FY AQR vs LFY AQR vs AL5FY AQR vs AL10FY LFY YoY LFY vs AL5FY LFY vs AL10FY
Revenue 4.52% 43.67% 125.38% 6.00% 45.71% 128.59% 5.64% 37.46% 115.64%
NP to Owner 1,924.01% -50.66% -26.57% 2,500.88% -36.59% -5.64% -89.94% -97.56% -96.37%
Dividend -1.09% 0.49% 44.58% - % - % - % 14.64% 1.59% 46.17%
Adj. EPS 1,924.01% -50.66% -26.57% 2,500.88% -36.59% -5.64% -89.94% -97.56% -96.37%
Adj. DPS -1.09% 0.49% 44.58% - % - % - % 14.64% 1.59% 46.17%

T4Q = Trailing 4 Quarters, T8Q = Trailing 8 Quarters, AL5FY = Average of Last 5 Financial Years, AL10FY = Average of Last 10 Financial Years, LFY = Latest Financial Year AQR = Annualized Quarter Result, YoY = Year on Year

Analyze this stock with MQ Trader system
  7 people like this.
 
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 3:59 PM
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 8:57 PM
Kalaihselvan Krishnan Each of us spend Rm30. Total 5 guys
23/03/2018 8:58 PM
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 8:26 AM
Value888 positive with Starbucks with GST elimination
25/05/2018 11:53 AM
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 3:23 PM
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 1:44 PM
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 AM
Lim Tek Wai 好价钱
13/08/2018 11:56 AM
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 9:02 AM
aaabbbccc this a good stock
20/09/2018 9:51 PM
aaabbbccc buy buy buy
21/09/2018 6:12 PM
newbie911 Heavy share buy back by company and Vincent Tan!!!
02/10/2018 9:51 PM
Pang Good stock, starbucks doing well, loss reduce.
04/10/2018 9:42 AM
secret1q day day share buy back, why??
05/10/2018 7:43 AM
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 2:59 PM
smalltimer Should inject Wendys into the co
06/10/2018 10:29 PM
aaabbbccc make it drop to 1.3 tht level
16/10/2018 4:56 PM
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 3:03 PM
RainT with the disposal of Kenny rogers will BJFOOD profit getting better

in Msia Starbucks still very popular among people
29/10/2018 11:36 PM
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 PM
tw01 Good good !
06/12/2018 9:50 AM
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 11:32 PM
zhangliang already cut off KRR in Indon. Now more profit. Big boss buying recent
11/12/2018 9:50 PM
zhangliang dw can go more upside
15/12/2018 3:06 PM
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
godhand This counter many years already depressed margin
28/12/2018 12:05 PM
limkokthye kenny rogers boh ho chiak, taste like sai nia
29/12/2018 11:13 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
Yi Heng 1.3 i will all in again
06/01/2019 10:05 AM
newbie911 Sultan johor will help tis counter?
08/01/2019 8:22 PM
freddiehero we all like mcd happy meal
08/01/2019 10:09 PM
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
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 7:58 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
signalmw Fgv
23/01/2019 3:55 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