Highlights
KLSE: KAWAN (7216)       KAWAN FOOD BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.35   -0.01 (0.74%)  1.35 - 1.36  10,500
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Financials


Market Cap: 485 Million

Market Cap 485 Million
NOSH 360 Million

Latest Audited Result:  31-Dec-2018

Latest Audited Result: 31-Dec-2018
Announcement Date 17-May-2019
Next Audited Result: 31-Dec-2019
Est. Ann. Date: 17-May-2020
Est. Ann. Due Date: 28-Jun-2020

Latest Quarter:  30-Sep-2019 [#3]

Latest Quarter: 30-Sep-2019 [#3]
Announcement Date 26-Nov-2019
Next Quarter: 31-Dec-2019
Est. Ann. Date: 28-Feb-2020
Est. Ann. Due Date: 29-Feb-2020
QoQ | YoY   -7.43%  |    -64.16%

Annual (Unaudited) ( EPS: 6.52, P/E: 20.71 )

Revenue | NP to SH 199,985  |  23,432
RPS | P/RPS 55.63 Cent  |  2.43
EPS | P/E | EY 6.52 Cent  |  20.71  |  4.83%
DPS | DY | Payout % 2.50 Cent  |  1.85%  |  38.36%
NAPS | P/NAPS 0.90  |  1.50
YoY   -19.49%
NP Margin | ROE 11.72%  |  7.24%
F.Y. | Ann. Date 31-Dec-2018  |  28-Feb-2019

T4Q Result ( EPS: 3.64, P/E: 37.04 )

Revenue | NP to SH 210,504  |  13,102
RPS | P/RPS 58.55 Cent  |  2.31
EPS | P/E | EY 3.64 Cent  |  37.04  |  2.70%
DPS | DY | Payout % 2.50 Cent  |  1.85%  |  68.60%
NAPS | P/NAPS 0.89  |  1.52
QoQ | YoY   -25.79%  |    -43.15%
NP Margin | ROE 6.22%  |  4.09%
F.Y. | Ann. Date 30-Sep-2019  |  26-Nov-2019

Annualized Result ( EPS: 2.60, P/E: 53.02 )

Revenue | NP to SH 210,245  |  9,153
RPS | P/RPS 58.48 Cent  |  2.31
EPS | P/E | EY 2.60 Cent  |  53.02  |  1.89%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   5.89%  |    -60.08%
NP Margin | ROE 4.35%  |  2.86%
F.Y. | Ann. Date 30-Sep-2019  |  26-Nov-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
31-Dec-2019 26-Nov-2019 30-Sep-2019 3 50,148 3,267 2,543 2,543 - 319,972 - % 5.07% 0.79% 359,519 13.95 13.95 0.75 0.75 0.00 0.00 0.8900 0.89   -7.43%   -64.16% 30-Sep-2019 1.22 8.75 172.48 1.37 0.58% 0.00% 26-Nov-2019 1.57 11.26 221.96 1.76 0.45% 0.00%
31-Dec-2019 27-Aug-2019 30-Jun-2019 2 57,212 3,513 2,747 2,747 - 316,377 - % 4.80% 0.87% 359,519 15.91 15.91 0.76 0.76 0.00 0.00 0.8800 0.88   74.41%   -54.83% 28-Jun-2019 1.34 8.42 175.38 1.52 0.57% 0.00% 27-Aug-2019 1.21 7.60 158.36 1.38 0.63% 0.00%
31-Dec-2019 30-May-2019 31-Mar-2019 1 50,324 2,071 1,575 1,575 8,987 312,782 570.67% 3.13% 0.50% 359,519 14.00 14.00 0.44 0.44 2.50 2.50 0.8700 0.87   -74.75%   -60.81% 29-Mar-2019 1.68 12.00 383.49 1.93 0.26% 1.49% 30-May-2019 1.40 10.00 319.57 1.61 0.31% 1.79%
31-Dec-2018 28-Feb-2019 31-Dec-2018 4 52,820 10,199 6,237 6,237 - 323,567 - % 11.81% 1.93% 359,519 14.69 14.69 1.73 1.73 0.00 0.00 0.9000 0.90   -12.11%   6.58% 31-Dec-2018 1.91 13.00 110.10 2.12 0.91% 0.00% 28-Feb-2019 1.65 11.23 95.11 1.83 1.05% 0.00%
31-Dec-2018 22-Nov-2018 30-Sep-2018 3 48,499 7,934 7,096 7,096 - 316,377 - % 14.63% 2.24% 359,519 13.49 13.49 1.97 1.97 0.00 0.00 0.8800 0.88   16.69%   -19.49% 28-Sep-2018 2.20 16.31 111.46 2.50 0.90% 0.00% 22-Nov-2018 1.97 14.60 99.81 2.24 1.00% 0.00%
31-Dec-2018 21-Aug-2018 30-Jun-2018 2 52,386 7,176 6,081 6,081 - 309,186 - % 11.61% 1.97% 359,519 14.57 14.57 1.69 1.69 0.00 0.00 0.8600 0.86   51.31%   -32.40% 29-Jun-2018 2.40 16.47 141.89 2.79 0.70% 0.00% 21-Aug-2018 2.45 16.81 144.85 2.85 0.69% 0.00%
31-Dec-2018 24-May-2018 31-Mar-2018 1 46,281 4,758 4,019 4,019 8,987 301,996 223.64% 8.68% 1.33% 359,519 12.87 12.87 1.12 1.12 2.50 2.50 0.8400 0.84   -31.32%   -26.19% 30-Mar-2018 2.22 17.25 198.59 2.64 0.50% 1.13% 24-May-2018 2.15 16.70 192.33 2.56 0.52% 1.16%
31-Dec-2017 27-Feb-2018 31-Dec-2017 4 45,959 6,985 5,892 5,852 - 309,186 - % 12.82% 1.89% 359,519 12.78 12.78 1.63 1.63 0.00 0.00 0.8600 0.86   -33.61%   -18.64% 29-Dec-2017 2.94 23.00 180.62 3.42 0.55% 0.00% 27-Feb-2018 2.64 20.65 162.19 3.07 0.62% 0.00%
31-Dec-2017 21-Nov-2017 30-Sep-2017 3 47,710 10,834 8,804 8,814 - 305,591 - % 18.45% 2.88% 359,519 13.27 13.27 2.45 2.45 0.00 0.00 0.8500 0.85   -2.02%   -28.04% 29-Sep-2017 3.41 25.70 139.09 4.01 0.72% 0.00% 21-Nov-2017 3.10 23.36 126.45 3.65 0.79% 0.00%
31-Dec-2017 18-Aug-2017 30-Jun-2017 2 55,099 11,233 8,983 8,996 - 296,275 - % 16.30% 3.04% 269,341 20.46 15.33 3.34 2.50 0.00 0.00 1.1000 0.82   65.22%   -1.95% 30-Jun-2017 4.95 24.20 148.20 4.50 0.67% 0.00% 18-Aug-2017 4.70 22.98 140.72 4.27 0.71% 0.00%
31-Dec-2017 09-Jun-2017 31-Mar-2017 1 47,514 7,002 5,428 5,445 6,738 288,423 123.76% 11.42% 1.89% 269,554 17.63 13.22 2.02 1.51 2.50 1.87 1.0700 0.80   -24.30%   24.74% 31-Mar-2017 4.18 23.71 206.93 3.91 0.48% 0.60% 09-Jun-2017 4.75 26.95 235.15 4.44 0.43% 0.53%
31-Dec-2016 24-Feb-2017 31-Dec-2016 4 42,618 9,646 7,193 7,193 871 268,930 12.12% 16.88% 2.67% 249,009 17.11 11.85 2.00 2.00 0.35 0.24 1.0800 0.75   -41.27%   3.62% 30-Dec-2016 3.80 22.20 131.55 3.52 0.76% 0.09% 24-Feb-2017 4.41 25.77 152.67 4.08 0.66% 0.08%
31-Dec-2016 25-Nov-2016 30-Sep-2016 3 47,315 14,112 12,248 12,248 - 261,503 - % 25.89% 4.68% 242,133 19.54 13.16 5.06 3.41 0.00 0.00 1.0800 0.73   33.49%   -0.11% 30-Sep-2016 3.79 19.40 74.93 3.51 1.33% 0.00% 25-Nov-2016 3.79 19.40 74.93 3.51 1.33% 0.00%
31-Dec-2016 24-Aug-2016 30-Jun-2016 2 55,509 12,153 9,175 9,175 - 237,955 - % 16.53% 3.86% 228,802 24.26 15.44 4.01 2.55 0.00 0.00 1.0400 0.66   110.19%   26.22% 30-Jun-2016 3.65 15.04 91.02 3.51 1.10% 0.00% 24-Aug-2016 3.28 13.52 81.80 3.15 1.22% 0.00%
31-Dec-2016 30-May-2016 31-Mar-2016 1 41,506 5,628 4,365 4,365 551 220,454 12.63% 10.52% 1.98% 220,454 18.83 11.54 1.98 1.21 0.25 0.15 1.0000 0.61   -37.12%   -21.41% 31-Mar-2016 3.47 18.43 175.25 3.47 0.57% 0.07% 30-May-2016 3.00 15.93 151.52 3.00 0.66% 0.08%
31-Dec-2015 29-Feb-2016 31-Dec-2015 4 40,932 7,765 6,849 6,942 - 201,415 - % 16.73% 3.45% 195,549 20.93 11.39 3.55 1.93 0.00 0.00 1.0300 0.56   -43.38%   24.90% 31-Dec-2015 3.59 17.15 101.13 3.49 0.99% 0.00% 29-Feb-2016 3.65 17.44 102.82 3.54 0.97% 0.00%
31-Dec-2015 26-Nov-2015 30-Sep-2015 3 43,209 14,920 12,357 12,261 - 193,796 - % 28.60% 6.33% 191,877 22.52 12.02 6.39 3.41 0.00 0.00 1.0100 0.54   68.68%   112.46% 30-Sep-2015 2.42 10.75 37.87 2.40 2.64% 0.00% 26-Nov-2015 2.80 12.43 43.82 2.77 2.28% 0.00%
31-Dec-2015 24-Aug-2015 30-Jun-2015 2 44,289 10,094 7,267 7,269 - 185,763 - % 16.41% 3.91% 201,916 21.93 12.32 3.60 2.02 0.00 0.00 0.9200 0.52   30.88%   34.59% 30-Jun-2015 2.42 11.03 67.22 2.63 1.49% 0.00% 24-Aug-2015 2.48 11.31 68.89 2.70 1.45% 0.00%
31-Dec-2015 28-May-2015 31-Mar-2015 1 37,343 7,343 5,554 5,554 3,653 158,946 65.79% 14.87% 3.49% 182,697 20.44 10.39 3.04 1.54 2.00 1.02 0.8700 0.44   -0.07%   32.93% 31-Mar-2015 1.80 8.81 59.21 2.07 1.69% 1.11% 28-May-2015 1.84 9.00 60.53 2.11 1.65% 1.09%
31-Dec-2014 26-Feb-2015 31-Dec-2014 4 36,179 6,552 5,560 5,558 - 107,057 - % 15.37% 5.19% 125,949 28.72 10.06 3.06 1.55 0.00 0.00 0.8500 0.30   -3.69%   24.17% 31-Dec-2014 1.40 4.87 31.73 1.65 3.15% 0.00% 26-Feb-2015 1.60 5.57 36.26 1.88 2.76% 0.00%
31-Dec-2014 24-Nov-2014 30-Sep-2014 3 38,226 7,125 5,775 5,771 - 147,008 - % 15.11% 3.93% 121,494 31.46 10.63 4.75 1.61 0.00 0.00 1.2100 0.41   6.85%   34.90% 30-Sep-2014 2.37 7.53 49.89 1.96 2.00% 0.00% 24-Nov-2014 2.21 7.02 46.53 1.83 2.15% 0.00%
31-Dec-2014 28-Aug-2014 30-Jun-2014 2 40,749 7,162 5,406 5,401 - 138,951 - % 13.27% 3.89% 120,827 33.72 11.33 4.47 1.50 0.00 0.00 1.1500 0.39   29.27%   26.22% 30-Jun-2014 2.15 6.38 48.10 1.87 2.08% 0.00% 28-Aug-2014 2.50 7.41 55.93 2.17 1.79% 0.00%
31-Dec-2014 29-May-2014 31-Mar-2014 1 34,370 5,445 4,188 4,178 6,483 133,263 155.17% 12.19% 3.14% 120,057 28.63 9.56 3.48 1.16 5.40 1.80 1.1100 0.37   -6.66%   32.93% 31-Mar-2014 1.90 6.64 54.60 1.71 1.83% 2.84% 29-May-2014 1.84 6.43 52.87 1.66 1.89% 2.93%
31-Dec-2013 27-Feb-2014 31-Dec-2013 4 32,028 5,300 4,448 4,476 - 135,599 - % 13.89% 3.30% 119,999 26.69 8.91 3.73 1.24 0.00 0.00 1.1300 0.38   4.63%   -6.71% 31-Dec-2013 1.39 5.21 37.27 1.23 2.68% 0.00% 27-Feb-2014 1.85 6.93 49.60 1.64 2.02% 0.00%
31-Dec-2013 25-Nov-2013 30-Sep-2013 3 33,677 5,621 4,273 4,278 - 130,616 - % 12.69% 3.28% 119,831 28.10 9.37 3.57 1.19 0.00 0.00 1.0900 0.36   -0.02%   56.19% 30-Sep-2013 1.05 3.74 29.41 0.96 3.40% 0.00% 25-Nov-2013 1.13 4.02 31.65 1.04 3.16% 0.00%
31-Dec-2013 26-Aug-2013 30-Jun-2013 2 32,382 5,637 4,304 4,279 - 125,852 - % 13.29% 3.40% 119,859 27.02 9.01 3.57 1.19 0.00 0.00 1.0500 0.35   36.14%   9.63% 28-Jun-2013 0.925 3.42 25.91 0.88 3.86% 0.00% 26-Aug-2013 0.94 3.48 26.33 0.90 3.80% 0.00%
31-Dec-2013 30-May-2013 31-Mar-2013 1 28,340 4,088 3,136 3,143 - 122,361 - % 11.07% 2.57% 119,961 23.62 7.88 2.62 0.87 0.00 0.00 1.0200 0.34   -34.49%   51.11% 29-Mar-2013 0.83 3.51 31.68 0.81 3.16% 0.00% 30-May-2013 0.905 3.83 34.54 0.89 2.90% 0.00%
31-Dec-2012 28-Feb-2013 31-Dec-2012 4 27,905 5,497 4,807 4,798 - 118,824 - % 17.23% 4.04% 120,025 23.25 7.76 4.00 1.33 0.00 0.00 0.9900 0.33   75.17%   -10.27% 31-Dec-2012 0.87 3.74 21.76 0.88 4.59% 0.00% 28-Feb-2013 0.85 3.66 21.26 0.86 4.70% 0.00%
31-Dec-2012 26-Nov-2012 30-Sep-2012 3 29,319 3,524 2,723 2,739 - 114,124 - % 9.29% 2.40% 120,131 24.41 8.16 2.28 0.76 0.00 0.00 0.9500 0.32   -29.82%   -10.17% 28-Sep-2012 0.88 3.61 38.60 0.93 2.59% 0.00% 26-Nov-2012 1.04 4.26 45.61 1.09 2.19% 0.00%
31-Dec-2012 27-Aug-2012 30-Jun-2012 2 29,409 5,160 3,921 3,903 - 112,886 - % 13.33% 3.46% 120,092 24.49 8.18 3.25 1.09 0.00 0.00 0.9400 0.31   87.64%   42.65% 29-Jun-2012 0.94 3.84 28.92 1.00 3.46% 0.00% 27-Aug-2012 0.87 3.55 26.77 0.93 3.74% 0.00%
31-Dec-2012 30-May-2012 31-Mar-2012 1 23,594 2,700 2,080 2,080 - 108,160 - % 8.82% 1.92% 118,857 19.85 6.56 1.75 0.58 0.00 0.00 0.9100 0.30   -61.10%   -32.34% 30-Mar-2012 0.88 4.43 50.29 0.97 1.99% 0.00% 30-May-2012 0.94 4.74 53.71 1.03 1.86% 0.00%
31-Dec-2011 28-Feb-2012 31-Dec-2011 4 28,037 6,007 5,336 5,347 - 107,899 - % 19.03% 4.96% 119,887 23.39 7.80 4.46 1.49 0.00 0.00 0.9000 0.30   75.37%   35.88% 30-Dec-2011 1.00 4.28 22.42 1.11 4.46% 0.00% 28-Feb-2012 0.90 3.85 20.18 1.00 4.96% 0.00%
31-Dec-2011 21-Nov-2011 30-Sep-2011 3 25,469 4,309 3,074 3,049 - 103,233 - % 12.07% 2.95% 120,039 21.22 7.08 2.54 0.85 0.00 0.00 0.8600 0.29   11.44%   -19.04% 30-Sep-2011 0.85 4.01 33.46 0.99 2.99% 0.00% 21-Nov-2011 0.92 4.34 36.22 1.07 2.76% 0.00%
31-Dec-2011 22-Aug-2011 30-Jun-2011 2 24,651 3,825 2,806 2,736 - 98,399 - % 11.38% 2.78% 120,000 20.54 6.86 2.28 0.76 0.00 0.00 0.8200 0.27   -11.00%   -15.97% 30-Jun-2011 0.78 3.80 34.21 0.95 2.92% 0.00% 22-Aug-2011 0.89 4.33 39.04 1.09 2.56% 0.00%
31-Dec-2011 28-Apr-2011 31-Mar-2011 1 25,870 3,977 2,992 3,074 - 97,263 - % 11.57% 3.16% 120,078 21.54 7.20 2.56 0.86 0.00 0.00 0.8100 0.27   -21.88%   -4.12% 31-Mar-2011 0.88 4.08 34.38 1.09 2.91% 0.00% 28-Apr-2011 0.95 4.41 37.11 1.17 2.69% 0.00%
31-Dec-2010 28-Feb-2011 31-Dec-2010 4 21,754 3,528 3,935 3,935 - 93,652 - % 18.09% 4.20% 120,067 18.12 6.05 3.28 1.09 0.00 0.00 0.7800 0.26   4.49%   -7.08% 30-Dec-2010 1.33 7.34 40.58 1.71 2.46% 0.00% 28-Feb-2011 0.90 4.97 27.46 1.15 3.64% 0.00%
31-Dec-2010 23-Nov-2010 30-Sep-2010 3 24,310 5,659 3,766 3,766 - 89,904 - % 15.49% 4.19% 119,936 20.27 6.76 3.14 1.05 0.00 0.00 0.7496 0.25   15.66%   30.54% 30-Sep-2010 1.00 4.93 31.85 1.33 3.14% 0.00% 23-Nov-2010 0.93 4.59 29.62 1.24 3.38% 0.00%
31-Dec-2010 23-Aug-2010 30-Jun-2010 2 22,910 4,153 3,256 3,256 - 86,818 - % 14.21% 3.75% 120,147 19.07 6.37 2.71 0.91 0.00 0.00 0.7226 0.24   1.56%   -8.05% 30-Jun-2010 0.90 4.72 33.21 1.25 3.01% 0.00% 23-Aug-2010 0.93 4.88 34.32 1.29 2.91% 0.00%
31-Dec-2010 31-May-2010 31-Mar-2010 1 23,214 4,469 3,201 3,206 1,681 83,836 52.43% 13.79% 3.82% 120,074 19.33 6.46 2.67 0.89 1.40 0.47 0.6982 0.23   -24.30%   10.02% 31-Mar-2010 0.80 4.14 29.96 1.15 3.34% 1.75% 31-May-2010 0.80 4.14 29.96 1.15 3.34% 1.75%
31-Dec-2009 25-Feb-2010 31-Dec-2009 4 20,345 4,371 4,255 4,235 - 83,171 - % 20.91% 5.09% 120,538 16.88 5.66 3.53 1.18 0.00 0.00 0.6900 0.23   46.79%   81.92% 31-Dec-2009 0.86 5.10 24.48 1.25 4.09% 0.00% 25-Feb-2010 0.77 4.56 21.92 1.12 4.56% 0.00%

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
  2 people like this.
 
RainT lol
21/08/2019 5:18 PM
investlogic Recently it suddenly change the auditor Messrs ChengCo PLT, yesterday news finally explains why, it is because Kawan Food auditor ChengCo being punished and prohibited from taking audit job by SC, due to non-compliance.

ChengCo has been Kawan Food auditor for the past few years, this make me worry whether Kawan Food account also has non-compliance issues?

I think management should come out to clarify and give confidence to shareholders in this matter, rather just cover it up saying that change of Auditor is due to rotation requirement.
21/08/2019 6:48 PM
value88 Insiders/directors have been buying Kawan's stocks in Jun-July'19 at quite significant amount. I suppose that means the coming Apr-Jun19 quarterly result should not be too poor ?
The current price level is at new low and very tempting.
22/08/2019 11:28 AM
RainT yaya

I also very feel tempting to invest in KAWAN
26/08/2019 3:58 PM
AudemarsPiguet This company sells a fad product. When hand made roti canai costs a lot more cheaper than a factory made roti canai, you have got a problem
27/08/2019 10:21 PM
value88 Kawan's earnings is lower YoY but higher QoQ in Q2.
From the quarterly report, i can see several positive signs as follows :
i) The revenue achieved in this quarter is the record highest since listing.
ii) The gross profit margin has improved QoQ.
iii) Management is positive on the growing sales demand in domestic and export market, especially China.
iv) Kawan won the Product Innovation 2019 Award.

I can see Kawan's performance should get better in quarters to come. It just need time to generate higher sales revenue and achieve higher capacity utilisation in order to offset the higher depreciation and higher operating cost from new plant.
I am almost certain that next quarter's earnings will see further improvement QoQ.
27/08/2019 11:09 PM
RainT bad result

profit drop

but sales still up oh
28/08/2019 10:26 AM
RainT KAWAN case is similar with SCGM

also new plant then high depreciation costs and low utilization

the costs of new plant need more time to ramp up sales
28/08/2019 10:27 AM
RainT won Product Innovation Award

will not make the share price go up

KAWAN, please show your profit up non stop
28/08/2019 10:28 AM
RainT due to low profit

PE now up to 24

high PE
28/08/2019 10:29 AM
RainT Read the KAWAN prospect in qtr report seem like not bad like that oh
28/08/2019 10:32 AM
loonginv Yes, prospect not bad, waiting it drop further to 1.1
28/08/2019 10:40 AM
value88 For a company with new plant/capacity, it is important to see if its sales revenue has been increasing. If yes, this means the additional capacity is gradually taken up, and soon or later, the earning performance will improve when utilisation rate is high enough to offset the higher depreciation and operating cost resulted from the new plant.
We can see the above is happening to Kawan as it achieved the record highest revenue since listing. This substantiates the new capacity expansion is serving its purpose.

The opposite example is TomyPak. After its new plant commenced operation, its sales revenue is even lower than before installing the new capacity. We should ask a question why then TomyPak wanted to do expansion then if it doesn't help to sell more products but the opposite.
28/08/2019 4:43 PM
CyrusQ Hey guys is BKAWAN AND KAWAN Same ?
06/09/2019 2:36 PM
TrueInvestor90 no. different
08/09/2019 9:40 AM
RainT bkawan is do plantation one la

kawan is food processing

name same only but not relate
09/09/2019 10:45 PM
RainT on uptrend?
18/09/2019 9:04 AM
heehaa911 another Holland con counter
18/09/2019 1:59 PM
RainT @heehaa911

why con counter?

recent drop is due to low profit as the expansion have delay & problems

KAWAN biz is defensive, food industry

and they are coming out with new bread products soon
19/09/2019 9:45 AM
RainT WAH
30/09/2019 7:15 PM
Fabien "The Efficient Capital Allocater" 200mil revenue company. sales growing every year interrupted. china sales growing double digit.

business is resilient

ample of production capacity to absorb growing demand. sales in expansionary mode

profit margin temporarily squeezed due to high depreciation charges.

intensify cost optimisation and automation to mitigate potential escalating cost and further enhance profit margin

new products to meet growing demands

moving forward, capex is reducing. more free cash flows to support dividend payment. recent quarter positive FCF
01/10/2019 1:55 PM
RainT not only recent qtr , i see the past few quarters also positive free cash flows
08/10/2019 11:08 AM
monkeyinvestor buybuybuy
21/10/2019 2:55 PM
witan Up 10% this afternoon, insiders starting to accumulate. Any good news?
21/10/2019 3:43 PM
Fabien "The Efficient Capital Allocater" From CIMB estimates

FCF
2018: 9.18m
2019: 0.16m
2021: 26.74m
2022: 31.90m

massive FCF growth in 2021 onwards. forward P/FCF is below 15x.
21/10/2019 9:14 PM
witan Fabien "The Efficient Capital Allocater" Thanks for the info. Mind sharing the article where you get the above figure from?
22/10/2019 10:14 AM
Tete7893 1.1-1.15 only collect
22/10/2019 7:14 PM
28/10/2019 7:20 AM
Fabien "The Efficient Capital Allocater" No one interested in Kawan? It's creeping up nicely
30/10/2019 5:25 PM
amitabha Technical very strong... Future prospect is catching up, more room to fly...
31/10/2019 6:43 AM
thesteward Looking goood this month sould hit at least 1.70 ?
03/11/2019 1:23 PM
bose00 steady!
04/11/2019 11:12 AM
bose00 Accumulated more shares of Kawan
05/11/2019 10:22 AM
RainT only good if manage to grab some at rock bottom
10/11/2019 9:46 PM
Fabien "The Efficient Capital Allocater" if u have a longer term view, this stock is worth at least RM2

At current price, you have above 30% margin of safety
13/11/2019 3:17 PM
14/11/2019 9:49 AM
bose00 Results are improving.. if next quarter shows the same sign . most investor will rush in to buy. Better collect now then later..
14/11/2019 9:53 AM
theavenger it is coming ...good result
14/11/2019 11:58 AM
theavenger first tp 1.62
14/11/2019 3:33 PM
14/11/2019 3:35 PM
factslim1 We had earlier forecast a 30% revenue growth for Kawan Food Bhd for the financial year ending 2019 (FY19), mainly driven by the launch of new major bread products in the first half of 2019, a strong US dollar against the ringgit, and an organic growth in export markets
14/11/2019 3:53 PM
TrueInvestor90 where you read that factslim1?
14/11/2019 3:56 PM
theavenger good result announcement soon ..stay tune
14/11/2019 4:25 PM
bose00 Day by day price up. Break 1.60.. will see a clear sky
15/11/2019 12:28 PM
Fabien "The Efficient Capital Allocater" took some profit at 1.65

cheers!
26/11/2019 4:23 PM
RainT profit drop

capacity over than demand

high depreciation due to expansion

next qtr will be good ? lets see
27/11/2019 9:39 AM
shpg22 Believe the new factory utilisation rate is still low. It will pick up as revenue is still keep on growing. Once utilisation rate exceed its depreciation rate, its when magic happens.
27/11/2019 2:10 PM
Fabien "The Efficient Capital Allocater" i still believe earnings recovery are imminent

i have sold mine at 1.65 yesterday

will look to re-enter again
27/11/2019 2:12 PM
shpg22 I ll only concern if the revenue stagnant or drop. As long as revenue keep growing, profit growth is imminent.
27/11/2019 3:21 PM
Think May need to wait for a few quarters to see the recovery. Need to factor in opportunity cost if were to enter this counter.
Heavily impacted by hike in labor cost and operating expenses. Hope to see more automation to bring down the operating cost.
27/11/2019 11:38 PM