HEINEKEN MALAYSIA BERHAD

KLSE (MYR): HEIM (3255)

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

Last Price

22.66

Today's Change

+0.02 (0.09%)

Day's Change

22.66 - 22.96

Trading Volume

792,200


2 people like this.

1,455 comment(s). Last comment by observatory 1 day ago

Posted by Penang_lang > 2 months ago | Report Abuse

Green Wave hopefully 1 day will enforce arak total ban if (PN)Pas continue their dominance like lately in PRK Kemaman and PRN 6 states.

ElijahYH

211 posts

Posted by ElijahYH > 2 months ago | Report Abuse

Today's arak's price movement reflects otherwise, hehe. Red Wave

sell

2,421 posts

Posted by sell > 2 months ago | Report Abuse

Bought 50K Heim at 21.02-21.10 recently. Sold today all 50K 22.4 and 22.46 for >RM 1 gain in few days. Will reenter when drop later.

Posted by DividendGuy67 > 2 months ago | Report Abuse

HEIM is a winning stock. I bought more on the way down.
BAT is a losing stock. Never buy more on the way down.

newbie5354_

1,237 posts

Posted by newbie5354_ > 2 months ago | Report Abuse

If Heim winning stock true why down today can answer?

TQQQ112

11 posts

Posted by TQQQ112 > 2 months ago | Report Abuse

Christmas and CNY coming soon, just hold.

MOBAjobg

296 posts

Posted by MOBAjobg > 2 months ago | Report Abuse

Unlike you, I’ve bought more HEIM shares while its stock price is on the way up at rm22.40, yesterday.

Posted by DividendGuy67 > 2 months ago | Report Abuse

Thank-you HEIM, for making my portfolio hit new high today! What are great year this year!

smartly

6,342 posts

Posted by smartly > 2 months ago | Report Abuse

yum seng ..............!!!

ElijahYH

211 posts

Posted by ElijahYH > 2 months ago | Report Abuse

Demand for alcohol drinks is surging exponentially

Posted by DividendGuy67 > 2 months ago | Report Abuse

HEIM 24.24 .. +0.46 .. wow ...

Posted by DividendGuy67 > 2 months ago | Report Abuse

@sell, you sold way too early at 22.4 and 22.46.

Nevertheless, short term, I expect price to zig zag and usually, there's a second chance to buy back around the price that you sold, if HEIM's coming underlying results for Q4 are lower than the low expectation.

In this recent swing fall to 21.02 low, market expects a small dividend reduction comes 4th Quarter. Perhaps around 10-12 sen lower, but if it comes much lower than say 15 sen lower, we might see 22.5 again.

In hindsight, 2022 was an exceptional year for HEIM. So, looking forward to next year, I think it will be a good result if 2024 matches 2022 year or better. Dividend yield of 5%+ is a good result for FYE2023 and DPS should grow in 2024 vs 2023 IMHO.

Posted by DividendGuy67 > 2 months ago | Report Abuse

I suspect we might see final dividend at around 82 sen though (LY around 98 sen) i.e. I think if one is patient, there is 60% chance, we may be able to add HEIM again at around 22.5 or thereabouts.

chamlo

1,159 posts

Posted by chamlo > 2 months ago | Report Abuse

PAS getting more support because Unity Govn fail to control alcohol sales?

MOBAjobg

296 posts

Posted by MOBAjobg > 2 months ago | Report Abuse

HEIM has managed to fend off the sellers.

MOBAjobg

296 posts

Posted by MOBAjobg > 2 months ago | Report Abuse

If HEIM pays rm1.20 as dividend for year 2023 that means a decrease of rm0.18 and an assumption of about 5% conservative average dividend rate.
The formula ;-
(rm1.20 * 100) / 5 = rm24
or rm1.22 based on your (@DividendGuy67) dividend estimate for year 2023 instead then,
The formula;-
(rm1.22*100) / 5 = 24.4

Posted by unicornbird > 2 months ago | Report Abuse

Is Heineken better than Carlsberg? from the dividend growth rate past 10 years, heineken seems to be much better

Posted by diuleiloumei > 1 month ago | Report Abuse

what the hell this heineken doing ?

smartly

6,342 posts

Posted by smartly > 1 month ago | Report Abuse

don't worry. be happy

Posted by DividendGuy67 > 1 month ago | Report Abuse

Fuiyoh! HEIM + 42 sen. KLCI closed green, hope most investors make record profits. Thanks to HEIM, GENM, MI, MAYBANK and 24 other green stocks to offset 6 reds, my portfolio made new all time high again today. What a great start to 2024 after a very strong 2023!

Posted by DividendGuy67 > 1 month ago | Report Abuse

Hi moba,
It was just an illustration. I don't have a fixed approach to decide entry or exit. It's a combination of fundamental, technical, other and ideally, it should be "obvious" to me that it's time to enter and relatively "obvious" to me that it's time to lighten. I only trade/invest in stocks that are fundamentally sound, and where technical supports, considering market past and outlook and sometimes sector past and outlook (depending). For some sound stocks, strong dose of courage to average down, for losing stocks, courage not to average down. :-) As for timing entries and lightening exits, to be honest, I rely on charts more.

ElijahYH

211 posts

Posted by ElijahYH > 1 month ago | Report Abuse

Let's see if Heim will shoot up next month or not (CNY) 😁

Posted by DividendGuy67 > 1 month ago | Report Abuse

HEIM 24.5 close. +40 sen. Nice. Thank-you HEIM and 25 other stocks that closed in green today, that helped offset 11 reds, to bring my portfolio to new all time high against today. Today is the 7th time in January, that my portfolio has made a new all time high. Thank-you Mr Market.

MOBAjobg

296 posts

Posted by MOBAjobg > 1 month ago | Report Abuse

After December 6th, 2023, HEIM stock price chart has printed a few higher highs and higher lows.
Looking healthy, indeed.

ElijahYH

211 posts

Posted by ElijahYH > 1 month ago | Report Abuse

Hopefully it can go up to RM25 by next month

smartly

6,342 posts

Posted by smartly > 1 month ago | Report Abuse

be patient. for sure it will come. yum seng !!!

rickygiam

41 posts

Posted by rickygiam > 1 month ago | Report Abuse

What happen to heim today...

smartly

6,342 posts

Posted by smartly > 1 month ago | Report Abuse

yum seng !!!

Posted by DividendGuy67 > 1 month ago | Report Abuse

HEIM closed RM25.9. +RM2.10! +8.82%!
Thank-you HEIM. Together with another 24 stocks closing in green, to offset my 12 reds, my portfolio has, yet again, made new all-time high today!
KLCI closed 1515.39. Hope many will enjoy new all time portfolio highs today too!

rickygiam

41 posts

Posted by rickygiam > 4 weeks ago | Report Abuse

HEIM one day show only... haiz..

MOBAjobg

296 posts

Posted by MOBAjobg > 3 weeks ago | Report Abuse

Just wait for it, definitely not a one day last hour stock price hiked.

rickygiam

41 posts

Posted by rickygiam > 3 weeks ago | Report Abuse

Every supermarket Aeon, NSK, Lotus, Giant, etc... pack with people buying cartons of Tigers..

smartly

6,342 posts

Posted by smartly > 3 weeks ago | Report Abuse

Analysts have nine "buy" ratings and two "hold" for Heineken, with a 12-month average TP of RM28.44.

ElijahYH

211 posts

Posted by ElijahYH > 3 weeks ago | Report Abuse

Heineken taste better or Carlsberg ?

Posted by 521onepiece > 2 weeks ago | Report Abuse

ElijahYH

Heineken taste better or Carlsberg ?

^^^^^^^^^^^^^^^^^^^^^^^^^^^

Budweiser

ElijahYH

211 posts

Posted by ElijahYH > 2 weeks ago | Report Abuse

@521onepiece. I bought Budweiser for CNY gathering 😁😁

Posted by diuleiloumei > 1 week ago | Report Abuse

apasal, qr not good ?

smartly

6,342 posts

Posted by smartly > 1 week ago | Report Abuse

high chance qr less profit. lower dividend i think.

rickygiam

41 posts

Posted by rickygiam > 1 week ago | Report Abuse

someone already knew the quarter results. they disposed first.

ElijahYH

211 posts

Posted by ElijahYH > 1 week ago | Report Abuse

suddenly people stop yumseng Heineken?

dam82

2,145 posts

Posted by dam82 > 1 week ago | Report Abuse

buy buy carlsberg lor ... haha i sure kena whack now

rickygiam

41 posts

Posted by rickygiam > 1 week ago | Report Abuse

Results so bad aah? Still going down, tempting to add..

AlfI3

1,233 posts

Posted by AlfI3 > 1 week ago | Report Abuse

Juz added on this reknown blue chip w high dividends pay out tat resilient to all sort of economic situation, included 3 yrs of C19

sell

2,421 posts

Posted by sell > 2 days ago | Report Abuse

QR why no news? RM 21 got chance to collect after QR?

smartly

6,342 posts

Posted by smartly > 2 days ago | Report Abuse

q-o-q up 13%
y-o-y down 5%

smartly

6,342 posts

Posted by smartly > 2 days ago | Report Abuse

impending dividend 88sen. not bad

smartly

6,342 posts

Posted by smartly > 2 days ago | Report Abuse

yum seng

Posted by DividendGuy67 > 1 day ago | Report Abuse

I'm still slightly underweighted HEIM.
Looking to accumulate to neutral position near RM22.
This is the kind of boring stock that I like to invest for the long term in a highly diversified portfolio of 33+ stocks, to grow wealth slowly but beating EPF long term returns of 6% per annum long term.
Blog about my thoughts here just for personal future reference.

http s://dividendguy67.blogspot.com/2024/02/heim.html

alibiii

141 posts

Posted by alibiii > 1 day ago | Report Abuse

Don't forget this year CNY is on February so festive purchase will roll over to Q1 24 from Q4 23.

observatory

1,001 posts

Posted by observatory > 1 day ago | Report Abuse

Analysts like to mention the early/ late CNY effects. However, it’s hard to find the evidence from the historical revenue data.

For example, the CNY of 2017, 18 and 19 fell on 28Jan (early), 16Feb (late), 5Feb (normal). The Q1 as a percentage of full year revenue was 21% (low), 21% (low) and 23% (low).

2023 CNY fell on 22-January (early), but 1Q23 revenue as a percentage of FY2023 was 28% (high).

Of course, this maybe explained by the weak consumer sentiments in the subsequent quarters of 2023. Maybe the revenue distribution was also skewed by price hikes (unfortunately I don’t have volume data to work out the effects).

My point is the data doesn’t seem to show much of a correlation.

Post a Comment