CARLSBERG BREWERY MALAYSIA BHD

KLSE (MYR): CARLSBG (2836)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

18.98

Today's Change

-0.08 (0.42%)

Day's Change

18.96 - 19.12

Trading Volume

167,300


5 people like this.

1,722 comment(s). Last comment by new2stockmarket 4 hours ago

dam82

2,147 posts

Posted by dam82 > 1 month ago | Report Abuse

HEIM brand much stronger then Calrsberg .. Tiger and Stout however in premium market Carlsberg is catching up ... eventually if no politics issue its just matter of time ... will wait patient ... Friday so go buy carlsberg happily top up today

dam82

2,147 posts

Posted by dam82 > 1 month ago | Report Abuse

Don’t miss the boat last chance before CNY rally

INVEST_AA

498 posts

Posted by INVEST_AA > 1 month ago | Report Abuse

Good stock to collect prior to CNY yum seng …and also with decent dividend yield

Carlsberg will move soon…

dam82

2,147 posts

Posted by dam82 > 1 month ago | Report Abuse

This year CNY is in Feb which sales volume will be increasing ....... Tourist growth will sustain the sale later while olympic on July will help on Blanc sale .. provided carlsberg don't ovespend on marketing and cost does not increase it shouold be a good year .

Posted by DividendGuy67 > 1 month ago | Report Abuse

@ryoyagod, yes, added 18.94 recently.

Posted by DividendGuy67 > 1 month ago | Report Abuse

More than 50% chance to get lower prices, if RM18.9 support is broken. No rush. If support breaks, then, the long term buyer is happy to be able to accumulate more at lower prices.

I'm not a fan to sell near CNY. This is too short a period. My time horizon is measured in multi years. After adding at 18.94, my CARLSBG on market value basis is only 2.4% of my entire portfolio. As it is small, it didn't stop my portfolio to make new all time highs 4 times already this month.

Posted by DividendGuy67 > 1 month ago | Report Abuse

Over the past 10 years, CARLSBG EPS grows by around 6% per annum. DPS by around 4% per annum growth. It think FYE2023 DPS can be around 85 sen or higher. This is 4.5% dividend yield growing say 4% p.a. long term which is not a bad thing. For some reason, market is feeling fearful right now.

The benchmark is MAYBANK which gives higher dividend yield around 6.5% but slower dividend growth rate say around 1% per annum, but this kind of numbers varies a lot depending on the day that you measure.

In short, stocks like these are good to buy when it is on sale, as these businesses are decent (not the best but decent) quality business. They should give returns slightly higher than EPF long term average returns of 6% per annum or so.

These kind of stocks are not get rich quick, but get rich slow stocks. I love them.

Posted by DividendGuy67 > 1 month ago | Report Abuse

Some primer on EPF rates, FD rates, inflation rates and bear in mind, inflation is really your silent tax man.

http s://dividendguy67.blogspot.com/2024/01/historical-epf-and-fd-returns.html

Posted by DividendGuy67 > 1 month ago | Report Abuse

Buy decent quality stocks when it is unpopular. I bought GENM and GENTING silently when it was unpopular. So, I manage to accumulate decent sizes. Today, my portfolio made new all time highs because of GENM, GENTING and 18 other unpopular stocks that I bought when nobody was excited.

Excitement and Expenses are the Chief Enemies of Investors. If you buy stocks feeling excited of prospects of gains and chase them and pay high prices with large % of your portfolio, you may feel excited for a while, until the reversion and you may then feel sad later. Don't get caught in these kind of emotional roller coaster.

Posted by DividendGuy67 > 1 month ago | Report Abuse

http s://dividendguy67.blogspot.com/2024/01/carlsbg.html.
For your reading pleasure.

himbaan

56 posts

Posted by himbaan > 1 month ago | Report Abuse

sapporo in the house.....

ryoyagod

123 posts

Posted by ryoyagod > 1 month ago | Report Abuse

Pretty sure it will break RM20 during CNY 😀

dam82

2,147 posts

Posted by dam82 > 1 month ago | Report Abuse

I think the catalyst will be Q4 2023 and Q1 2024 … I expect around this year it will reach its previous best 23 at least short term indeed 20

ryoyagod

123 posts

Posted by ryoyagod > 1 month ago | Report Abuse

After CNY then for its Q4 2024

Xcalibre

463 posts

Posted by Xcalibre > 1 month ago | Report Abuse

Good time to collect…Buy buy buy.. CNY rally coming

dam82

2,147 posts

Posted by dam82 > 1 month ago | Report Abuse

aiyoo tidur lah carlsberg biler nak bangun wei

hhhiii123

644 posts

Posted by hhhiii123 > 1 month ago | Report Abuse

heim up 8%, this one up 1%, terrible

INVEST_AA

498 posts

Posted by INVEST_AA > 1 month ago | Report Abuse

Yum Seng… CNY rally coming soon… Make sure onboard before regret…

dam82

2,147 posts

Posted by dam82 > 3 weeks ago | Report Abuse

only upcomig QR will set the direction Q4 2023 and Q1 2024 ... waiting patiently ...

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

q4 must show at least 600m revenue, then final div will have 25sen minimum

ryoyagod

123 posts

Posted by ryoyagod > 3 weeks ago | Report Abuse

I got the same estimation like you, smartly. Mine one was RM620 mil - RM640 mil to be exact

dam82

2,147 posts

Posted by dam82 > 3 weeks ago | Report Abuse

MALAYSIA AND SINGAPORE The beer markets in Malaysia and Singapore were challenged by the macroeconomic slowdown. In Malaysia, volume development was better than the market and our market share improved. In Singapore, market share was flat, supported by share gains in all categories except premium, which was subject to high promotional pressure in the market. -- Q4 for from parent company

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

ok la. as long as Singapore's ex.rate remain high at 3.55, revenue would remain steady for q4.

dam82

2,147 posts

Posted by dam82 > 3 weeks ago | Report Abuse

with the SD is strong should help MYR result ... but memang slow for this to move up compared to heineken

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

"because of heim's undemanding valuations and the company's cumulative 5.5% dividend yield, backed by relatively inelastic demand for its products...", so can run faster. :p

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse



2836 CARLSBG CARLSBERG BREWERY MALAYSIA BHD
Quarterly rpt on consolidated results for the financial period ended 31/12/2023
Quarter: 4th Quarter
Financial Year End: 31/12/2023
Report Status: Unaudited
Submitted By:
Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
31/12/2023 31/12/2022 31/12/2023 31/12/2022
RM '000 RM '000 RM '000 RM '000
1 Revenue 580,533 612,754 2,260,899 2,412,465
2 Profit/Loss Before Tax 96,719 89,114 420,360 444,405
3 Profit/(loss) attributable to ordinary equity holders of the parent 84,018 60,121 333,240 317,046
4 Net Profit/Loss For The Period 85,756 62,444 340,842 324,861
5 Basic Earnings/Loss Per Shares (sen) 27.48 19.66 108.99 103.70
6 Dividend Per Share (sen) 31.00 25.00 93.00 88.00
As At End of Current Quarter As At Preceding Financial Year End

dam82

2,147 posts

Posted by dam82 > 3 weeks ago | Report Abuse

so how ... still got hope ?

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

lower revenue at 581m but higher net profit 84m

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

31sen dividend. higher then last corresponding Q

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

dividend increased by 20+% which is very good indeed

dam82

2,147 posts

Posted by dam82 > 3 weeks ago | Report Abuse

This year, the Group has planned capital expenditure (CapEx) of RM92 million for a new canning line and filtration system which aims to deliver higher production automation, flexibility and capacity. This initiative will reduce energy and water consumption as aligned with the Group’s Together Towards Zero and Beyond (TTZAB) agenda.

hhhiii123

644 posts

Posted by hhhiii123 > 3 weeks ago | Report Abuse

Good Good Good,hehe

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

Carlsberg's FY2023 profit hits record high on absence of one-off prosperity tax, recommends 31 sen final dividend
https://theedgemalaysia.com/node/700220

Cakes Moon

6,779 posts

Posted by Cakes Moon > 3 weeks ago | Report Abuse

Result so good!!!
Lets break new high today!!!

dam82

2,147 posts

Posted by dam82 > 3 weeks ago | Report Abuse

don't think so lor heim is so so far ahead i would expect at least to catch up -1 RM eventually lets cross finger ya

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

HLIB maintained its target price (TP) at RM30.31 !!! wow!

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

yum seng !!!

ryoyagod

123 posts

Posted by ryoyagod > 3 weeks ago | Report Abuse

Cheers ! Drink carlsberg until we have gone into oblivion 😁😁

dam82

2,147 posts

Posted by dam82 > 2 weeks ago | Report Abuse

damn ... terrible lah this carslberg still lagging ..

hhhiii123

644 posts

Posted by hhhiii123 > 2 weeks ago | Report Abuse

This year got two big sport event, need patient for rebound, hmm

williamh

821 posts

Posted by williamh > 1 week ago | Report Abuse

Present price 19.22 dividend 0.31,bat 9.03 dividend 0.15,both good dividend

ryoyagod

123 posts

Posted by ryoyagod > 1 week ago | Report Abuse

CNY isn't over yet. People are still yumsheng-ing

Posted by new2stockmarket > 4 days ago | Report Abuse

Just checking, when will the dividend be paid?

Posted by All_in_2021 > 3 days ago | Report Abuse

wait to be approved in AGM. so still can't confirm the date.

Posted by new2stockmarket > 3 days ago | Report Abuse

Thanks

ryoyagod

123 posts

Posted by ryoyagod > 4 hours ago | Report Abuse

When is the AGM going to take place this year?

dam82

2,147 posts

Posted by dam82 > 4 hours ago | Report Abuse

damn always go down ....

Posted by new2stockmarket > 4 hours ago | Report Abuse

AGM is on 24/April i believe

Post a Comment
Market Buzz