Highlights
KLSE: KAWAN (7216)       KAWAN FOOD BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.45   +0.04 (2.84%)  1.41 - 1.45  33,500
Trade this stock for as low as 0.05% brokerage. Find out more.

Financials


Market Cap: 521 Million

Market Cap 521 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: 22.25 )

Revenue | NP to SH 199,985  |  23,432
RPS | P/RPS 55.63 Cent  |  2.61
EPS | P/E | EY 6.52 Cent  |  22.25  |  4.49%
DPS | DY | Payout % 2.50 Cent  |  1.72%  |  38.36%
NAPS | P/NAPS 0.90  |  1.61
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: 39.79 )

Revenue | NP to SH 210,504  |  13,102
RPS | P/RPS 58.55 Cent  |  2.48
EPS | P/E | EY 3.64 Cent  |  39.79  |  2.51%
DPS | DY | Payout % 2.50 Cent  |  1.72%  |  68.60%
NAPS | P/NAPS 0.89  |  1.63
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: 56.95 )

Revenue | NP to SH 210,245  |  9,153
RPS | P/RPS 58.48 Cent  |  2.48
EPS | P/E | EY 2.60 Cent  |  56.95  |  1.76%
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 :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.

Click here to modify the Visible Columns.

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 3 210,504 19,050 13,102 13,102 8,987 319,972 68.60% 6.22% 4.09% 359,519 58.55 58.55 3.64 3.64 2.50 2.50 0.8900 0.89   -25.79%   -43.15% 30-Sep-2019 1.22 2.08 33.48 1.37 2.99% 2.05% 26-Nov-2019 1.57 2.68 43.08 1.76 2.32% 1.59%
31-Dec-2019 27-Aug-2019 30-Jun-2019 2 208,855 23,717 17,655 17,655 8,987 316,377 50.91% 8.45% 5.58% 359,519 58.09 58.09 4.91 4.91 2.50 2.50 0.8800 0.88   -15.88%   -28.71% 28-Jun-2019 1.34 2.31 27.29 1.52 3.66% 1.87% 27-Aug-2019 1.21 2.08 24.64 1.38 4.06% 2.07%
31-Dec-2019 30-May-2019 31-Mar-2019 1 204,029 27,380 20,989 20,989 8,987 312,782 42.82% 10.29% 6.71% 359,519 56.75 56.75 5.84 5.84 2.50 2.50 0.8700 0.87   -10.43%   -24.18% 29-Mar-2019 1.68 2.96 28.78 1.93 3.48% 1.49% 30-May-2019 1.40 2.47 23.98 1.61 4.17% 1.79%
31-Dec-2018 28-Feb-2019 31-Dec-2018 4 199,986 30,067 23,433 23,433 8,987 323,567 38.36% 11.72% 7.24% 359,519 55.63 55.63 6.52 6.52 2.50 2.50 0.9000 0.90   1.67%   -19.49% 31-Dec-2018 1.91 3.43 29.30 2.12 3.41% 1.31% 28-Feb-2019 1.65 2.97 25.32 1.83 3.95% 1.52%
31-Dec-2018 22-Nov-2018 30-Sep-2018 3 193,125 26,853 23,088 23,048 8,987 316,377 39.00% 11.95% 7.28% 359,519 53.72 53.72 6.41 6.41 2.50 2.50 0.8800 0.88   -6.94%   -24.30% 28-Sep-2018 2.20 4.10 34.32 2.50 2.91% 1.14% 22-Nov-2018 1.97 3.67 30.73 2.24 3.25% 1.27%
31-Dec-2018 21-Aug-2018 30-Jun-2018 2 192,336 29,753 24,796 24,766 8,987 309,186 36.29% 12.89% 8.01% 359,519 53.50 53.50 6.89 6.89 2.50 2.50 0.8600 0.86   -10.53%   -26.91% 29-Jun-2018 2.40 4.49 34.84 2.79 2.87% 1.04% 21-Aug-2018 2.45 4.58 35.57 2.85 2.81% 1.02%
31-Dec-2018 24-May-2018 31-Mar-2018 1 195,049 33,810 27,698 27,681 8,987 301,996 32.47% 14.20% 9.17% 359,519 54.25 54.25 7.70 7.70 2.50 2.50 0.8400 0.84   -4.90%   -18.73% 30-Mar-2018 2.22 4.09 28.83 2.64 3.47% 1.13% 24-May-2018 2.15 3.96 27.92 2.56 3.58% 1.16%
31-Dec-2017 27-Feb-2018 31-Dec-2017 4 196,282 36,054 29,107 29,107 6,738 309,186 23.15% 14.83% 9.41% 359,519 54.60 54.60 8.10 8.10 1.87 1.87 0.8600 0.86   -4.40%   -11.75% 29-Dec-2017 2.94 5.39 36.31 3.42 2.75% 0.64% 27-Feb-2018 2.64 4.84 32.61 3.07 3.07% 0.71%
31-Dec-2017 21-Nov-2017 30-Sep-2017 3 192,886 38,715 30,408 30,448 7,610 305,591 24.99% 15.76% 9.96% 359,519 53.65 53.65 8.47 8.47 2.12 2.12 0.8500 0.85   -10.14%   -6.99% 29-Sep-2017 3.41 6.36 40.26 4.01 2.48% 0.62% 21-Nov-2017 3.10 5.78 36.60 3.65 2.73% 0.68%
31-Dec-2017 18-Aug-2017 30-Jun-2017 2 192,491 41,993 33,852 33,882 7,610 296,275 22.46% 17.59% 11.44% 269,341 71.47 53.54 12.58 9.42 2.83 2.12 1.1000 0.82   -0.53%   3.46% 30-Jun-2017 4.95 6.93 39.35 4.50 2.54% 0.57% 18-Aug-2017 4.70 6.58 37.36 4.27 2.68% 0.60%
31-Dec-2017 09-Jun-2017 31-Mar-2017 1 192,956 42,913 34,044 34,061 7,610 269,554 22.34% 17.64% 12.64% 269,554 71.58 53.67 12.64 9.47 2.82 2.12 1.0000 0.75   3.27%   10.43% 31-Mar-2017 4.18 5.84 33.08 4.18 3.02% 0.68% 09-Jun-2017 4.75 6.64 37.59 4.75 2.66% 0.59%
31-Dec-2016 24-Feb-2017 31-Dec-2016 4 186,948 41,539 32,981 32,981 6,382 268,930 19.35% 17.64% 12.26% 249,009 75.08 52.00 13.24 9.17 2.56 1.78 1.0800 0.75   0.75%   2.96% 30-Dec-2016 3.80 5.06 28.69 3.52 3.49% 0.67% 24-Feb-2017 4.41 5.87 33.30 4.08 3.00% 0.58%
31-Dec-2016 25-Nov-2016 30-Sep-2016 3 185,262 39,672 32,645 32,737 5,511 242,133 16.84% 17.62% 13.52% 242,133 76.51 51.53 13.52 9.11 2.28 1.53 1.0000 0.67   -0.04%   6.84% 30-Sep-2016 3.79 4.95 28.03 3.79 3.57% 0.60% 25-Nov-2016 3.79 4.95 28.03 3.79 3.57% 0.60%
31-Dec-2016 24-Aug-2016 30-Jun-2016 2 181,156 40,479 32,754 32,750 5,511 237,955 16.83% 18.08% 13.76% 228,802 79.18 50.39 14.31 9.11 2.41 1.53 1.0400 0.66   6.18%   35.59% 30-Jun-2016 3.65 4.61 25.50 3.51 3.92% 0.66% 24-Aug-2016 3.28 4.14 22.92 3.15 4.36% 0.73%
31-Dec-2016 30-May-2016 31-Mar-2016 1 169,936 38,420 30,846 30,844 5,511 220,454 17.87% 18.15% 13.99% 220,454 77.08 47.27 13.99 8.58 2.50 1.53 1.0000 0.61   -3.71%   38.41% 31-Mar-2016 3.47 4.50 24.80 3.47 4.03% 0.72% 30-May-2016 3.00 3.89 21.44 3.00 4.66% 0.83%
31-Dec-2015 29-Feb-2016 31-Dec-2015 4 165,773 40,135 32,035 32,033 0 201,415 - % 19.32% 15.90% 195,549 84.77 46.11 16.38 8.91 0.00 0.00 1.0300 0.56   4.54%   53.13% 31-Dec-2015 3.59 4.23 21.92 3.49 4.56% 0.00% 29-Feb-2016 3.65 4.31 22.28 3.54 4.49% 0.00%
31-Dec-2015 26-Nov-2015 30-Sep-2015 3 161,020 38,908 30,738 30,642 0 193,796 - % 19.09% 15.81% 191,877 83.92 44.79 15.97 8.52 0.00 0.00 1.0100 0.54   26.87%   54.47% 30-Sep-2015 2.42 2.88 15.15 2.40 6.60% 0.00% 26-Nov-2015 2.80 3.34 17.53 2.77 5.70% 0.00%
31-Dec-2015 24-Aug-2015 30-Jun-2015 2 156,037 31,114 24,156 24,153 0 185,763 - % 15.48% 13.00% 201,916 77.28 43.40 11.96 6.72 0.00 0.00 0.9200 0.52   8.38%   31.67% 30-Jun-2015 2.42 3.13 20.23 2.63 4.94% 0.00% 24-Aug-2015 2.48 3.21 20.73 2.70 4.82% 0.00%
31-Dec-2015 28-May-2015 31-Mar-2015 1 152,497 28,182 22,295 22,285 0 158,946 - % 14.62% 14.02% 182,697 83.47 42.42 12.20 6.20 0.00 0.00 0.8700 0.44   6.53%   29.41% 31-Mar-2015 1.80 2.16 14.76 2.07 6.78% 0.00% 28-May-2015 1.84 2.20 15.08 2.11 6.63% 0.00%
31-Dec-2014 26-Feb-2015 31-Dec-2014 4 149,524 26,284 20,929 20,919 6,483 107,057 30.99% 14.00% 19.54% 125,949 118.72 41.59 16.61 5.82 5.15 1.80 0.8500 0.30   5.45%   29.32% 31-Dec-2014 1.40 1.18 8.43 1.65 11.86% 3.68% 26-Feb-2015 1.60 1.35 9.63 1.88 10.38% 3.22%
31-Dec-2014 24-Nov-2014 30-Sep-2014 3 145,373 25,032 19,817 19,837 6,483 121,494 32.68% 13.63% 16.33% 121,494 119.65 40.44 16.33 5.52 5.40 1.80 1.0000 0.34   8.14%   20.24% 30-Sep-2014 2.37 1.98 14.52 2.37 6.89% 2.28% 24-Nov-2014 2.21 1.85 13.54 2.21 7.39% 2.44%
31-Dec-2014 28-Aug-2014 30-Jun-2014 2 140,824 23,528 18,315 18,343 6,483 120,827 35.34% 13.01% 15.18% 120,827 116.55 39.17 15.18 5.10 5.40 1.80 1.0000 0.34   6.52%   22.62% 30-Jun-2014 2.15 1.84 14.16 2.15 7.06% 2.51% 28-Aug-2014 2.50 2.15 16.47 2.50 6.07% 2.16%
31-Dec-2014 29-May-2014 31-Mar-2014 1 132,457 22,003 17,213 17,221 6,698 120,057 38.90% 13.00% 14.34% 120,057 110.33 36.84 14.34 4.79 5.58 1.86 1.0000 0.33   6.46%   18.09% 31-Mar-2014 1.90 1.72 13.25 1.90 7.55% 2.94% 29-May-2014 1.84 1.67 12.83 1.84 7.80% 3.03%
31-Dec-2013 27-Feb-2014 31-Dec-2013 4 126,427 20,646 16,161 16,176 215 135,599 1.33% 12.78% 11.93% 119,999 105.36 35.17 13.48 4.50 0.18 0.06 1.1300 0.38   -1.95%   19.44% 31-Dec-2013 1.39 1.32 10.31 1.23 9.70% 0.13% 27-Feb-2014 1.85 1.76 13.72 1.64 7.29% 0.10%
31-Dec-2013 25-Nov-2013 30-Sep-2013 3 122,304 20,843 16,520 16,498 215 130,616 1.31% 13.51% 12.63% 119,831 102.06 34.02 13.77 4.59 0.18 0.06 1.0900 0.36   10.29%   17.07% 30-Sep-2013 1.05 1.03 7.63 0.96 13.11% 0.17% 25-Nov-2013 1.13 1.11 8.21 1.04 12.18% 0.16%
31-Dec-2013 26-Aug-2013 30-Jun-2013 2 117,946 18,746 14,970 14,959 215 125,852 1.44% 12.69% 11.89% 119,859 98.40 32.81 12.48 4.16 0.18 0.06 1.0500 0.35   2.58%   3.87% 28-Jun-2013 0.925 0.94 7.41 0.88 13.49% 0.19% 26-Aug-2013 0.94 0.96 7.53 0.90 13.28% 0.19%
31-Dec-2013 30-May-2013 31-Mar-2013 1 114,973 18,269 14,587 14,583 0 122,361 - % 12.69% 11.92% 119,961 95.84 31.98 12.16 4.06 0.00 0.00 1.0200 0.34   7.68%   10.19% 29-Mar-2013 0.83 0.87 6.83 0.81 14.65% 0.00% 30-May-2013 0.905 0.94 7.44 0.89 13.43% 0.00%
31-Dec-2012 28-Feb-2013 31-Dec-2012 4 110,227 16,881 13,531 13,543 0 118,824 - % 12.28% 11.40% 120,025 91.84 30.66 11.28 3.77 0.00 0.00 0.9900 0.33   -3.90%   -4.11% 31-Dec-2012 0.87 0.95 7.71 0.88 12.97% 0.00% 28-Feb-2013 0.85 0.93 7.53 0.86 13.27% 0.00%
31-Dec-2012 26-Nov-2012 30-Sep-2012 3 110,359 17,391 14,060 14,092 0 114,124 - % 12.74% 12.35% 120,131 91.87 30.70 11.73 3.92 0.00 0.00 0.9500 0.32   -2.15%   10.86% 28-Sep-2012 0.88 0.96 7.50 0.93 13.33% 0.00% 26-Nov-2012 1.04 1.13 8.87 1.09 11.28% 0.00%
31-Dec-2012 27-Aug-2012 30-Jun-2012 2 106,509 18,176 14,411 14,402 0 112,886 - % 13.53% 12.76% 120,092 88.69 29.63 11.99 4.01 0.00 0.00 0.9400 0.31   8.82%   7.25% 29-Jun-2012 0.94 1.06 7.84 1.00 12.76% 0.00% 27-Aug-2012 0.87 0.98 7.25 0.93 13.78% 0.00%
31-Dec-2012 30-May-2012 31-Mar-2012 1 101,751 16,841 13,296 13,235 0 108,160 - % 13.07% 12.24% 118,857 85.61 28.30 11.14 3.68 0.00 0.00 0.9100 0.30   -6.29%   -5.12% 30-Mar-2012 0.88 1.03 7.90 0.97 12.65% 0.00% 30-May-2012 0.94 1.10 8.44 1.03 11.85% 0.00%
31-Dec-2011 28-Feb-2012 31-Dec-2011 4 104,027 18,118 14,208 14,124 0 107,899 - % 13.66% 13.09% 119,887 86.77 28.93 11.78 3.93 0.00 0.00 0.9000 0.30   11.11%   -0.28% 30-Dec-2011 1.00 1.15 8.49 1.11 11.78% 0.00% 28-Feb-2012 0.90 1.04 7.64 1.00 13.09% 0.00%
31-Dec-2011 21-Nov-2011 30-Sep-2011 3 97,744 15,639 12,807 12,712 0 103,233 - % 13.10% 12.31% 120,039 81.43 27.19 10.59 3.54 0.00 0.00 0.8600 0.29   -5.34%   -12.11% 30-Sep-2011 0.85 1.04 8.03 0.99 12.46% 0.00% 21-Nov-2011 0.92 1.13 8.69 1.07 11.51% 0.00%
31-Dec-2011 22-Aug-2011 30-Jun-2011 2 96,585 16,989 13,499 13,429 0 98,399 - % 13.98% 13.65% 120,000 80.49 26.87 11.19 3.74 0.00 0.00 0.8200 0.27   -3.73%   -1.13% 30-Jun-2011 0.78 0.97 6.97 0.95 14.35% 0.00% 22-Aug-2011 0.89 1.11 7.95 1.09 12.57% 0.00%
31-Dec-2011 28-Apr-2011 31-Mar-2011 1 94,844 17,317 13,949 13,949 0 97,263 - % 14.71% 14.34% 120,078 78.99 26.38 11.62 3.88 0.00 0.00 0.8100 0.27   -1.51%   0.60% 31-Mar-2011 0.88 1.11 7.58 1.09 13.20% 0.00% 28-Apr-2011 0.95 1.20 8.18 1.17 12.23% 0.00%
31-Dec-2010 28-Feb-2011 31-Dec-2010 4 92,188 17,809 14,158 14,163 0 93,652 - % 15.36% 15.12% 120,067 76.78 25.64 11.80 3.94 0.00 0.00 0.7800 0.26   -2.07%   4.34% 30-Dec-2010 1.33 1.73 11.28 1.71 8.87% 0.00% 28-Feb-2011 0.90 1.17 7.63 1.15 13.11% 0.00%
31-Dec-2010 23-Nov-2010 30-Sep-2010 3 90,779 18,652 14,478 14,463 0 89,904 - % 15.95% 16.09% 119,936 75.69 25.25 12.06 4.02 0.00 0.00 0.7496 0.25   6.49%   23.88% 30-Sep-2010 1.00 1.32 8.29 1.33 12.06% 0.00% 23-Nov-2010 0.93 1.23 7.71 1.24 12.97% 0.00%
31-Dec-2010 23-Aug-2010 30-Jun-2010 2 90,128 17,810 13,605 13,582 0 86,818 - % 15.10% 15.64% 120,147 75.01 25.07 11.30 3.78 0.00 0.00 0.7226 0.24   -2.05%   10.58% 30-Jun-2010 0.90 1.20 7.96 1.25 12.56% 0.00% 23-Aug-2010 0.93 1.24 8.23 1.29 12.16% 0.00%
31-Dec-2010 31-May-2010 31-Mar-2010 1 89,870 18,336 13,861 13,866 0 83,836 - % 15.42% 16.54% 120,074 74.84 25.00 11.55 3.86 0.00 0.00 0.6982 0.23   2.15%   25.58% 31-Mar-2010 0.80 1.07 6.93 1.15 14.43% 0.00% 31-May-2010 0.80 1.07 6.93 1.15 14.43% 0.00%
31-Dec-2009 25-Feb-2010 31-Dec-2009 4 87,634 17,745 13,563 13,574 0 83,171 - % 15.48% 16.32% 120,538 72.70 24.38 11.26 3.78 0.00 0.00 0.6900 0.23   16.27%   42.90% 31-Dec-2009 0.86 1.18 7.64 1.25 13.09% 0.00% 25-Feb-2010 0.77 1.06 6.84 1.12 14.62% 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