Posted by ElijahYH > 2023-12-21 16:48 | Report Abuse

Demand for alcohol drinks is surging exponentially

Posted by DividendGuy67 > 2023-12-23 02:19 | Report Abuse

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

Posted by DividendGuy67 > 2023-12-25 16:44 | 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 > 2023-12-25 16:47 | 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.

Posted by chamlo > 2023-12-27 15:06 | Report Abuse

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

Posted by MOBAjobg > 2023-12-28 11:54 | Report Abuse

HEIM has managed to fend off the sellers.

Posted by MOBAjobg > 2023-12-28 16:36 | 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 > 2023-12-30 18:38 | Report Abuse

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

Posted by diuleiloumei > 2024-01-03 17:16 | Report Abuse

what the hell this heineken doing ?

Posted by smartly > 2024-01-03 17:21 | Report Abuse

don't worry. be happy

Posted by DividendGuy67 > 2024-01-05 18:30 | 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 > 2024-01-05 18:38 | 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.

Posted by ElijahYH > 2024-01-08 11:50 | Report Abuse

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

Posted by DividendGuy67 > 2024-01-15 20:39 | 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.

Posted by MOBAjobg > 2024-01-19 21:18 | Report Abuse

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

Posted by ElijahYH > 2024-01-22 15:23 | Report Abuse

Hopefully it can go up to RM25 by next month

Posted by smartly > 2024-01-22 17:50 | Report Abuse

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

Posted by rickygiam > 2 months ago | Report Abuse

What happen to heim today...

Posted by smartly > 2 months ago | Report Abuse

yum seng !!!

Posted by DividendGuy67 > 2 months 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!

Posted by rickygiam > 2 months ago | Report Abuse

HEIM one day show only... haiz..

Posted by MOBAjobg > 2 months ago | Report Abuse

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

Posted by rickygiam > 2 months ago | Report Abuse

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

Posted by smartly > 2 months ago | Report Abuse

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

Posted by ElijahYH > 2 months ago | Report Abuse

Heineken taste better or Carlsberg ?

Posted by 521onepiece > 2 months ago | Report Abuse

ElijahYH

Heineken taste better or Carlsberg ?

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

Budweiser

Posted by ElijahYH > 2 months ago | Report Abuse

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

Posted by diuleiloumei > 2 months ago | Report Abuse

apasal, qr not good ?

Posted by smartly > 2 months ago | Report Abuse

high chance qr less profit. lower dividend i think.

Posted by rickygiam > 2 months ago | Report Abuse

someone already knew the quarter results. they disposed first.

Posted by ElijahYH > 2 months ago | Report Abuse

suddenly people stop yumseng Heineken?

Posted by dam82 > 2 months ago | Report Abuse

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

Posted by rickygiam > 2 months ago | Report Abuse

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

Posted by AlfI3 > 2 months 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

Posted by sell > 1 month ago | Report Abuse

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

Posted by smartly > 1 month ago | Report Abuse

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

Posted by smartly > 1 month ago | Report Abuse

impending dividend 88sen. not bad

Posted by smartly > 1 month ago | Report Abuse

yum seng

Posted by DividendGuy67 > 1 month 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

Posted by alibiii > 1 month ago | Report Abuse

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

Posted by observatory > 1 month 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.

Posted by yielder > 1 month ago | Report Abuse

If Heineken shift factory to Vietnam, and close down all Malaysia brewery, how much will this share worth? will it drop 90% to RM 2? since that's the only asset they have in Malaysia.

Posted by sell > 1 month ago | Report Abuse

Sales, EPS(profit) drop who chased high? Avoid better.

Posted by rickygiam > 1 month ago | Report Abuse

when is 88cents dividend approved?

Posted by rickygiam > 3 weeks ago | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2024/03/28/heineken-carlsberg-beer-prices-to-go-up-by-5/

Posted by rickygiam > 3 weeks ago | Report Abuse

I wonder will go up next weeek...

Posted by pushparaj > 1 week ago | Report Abuse

Final dividend declared 88 cents. Ex date 27th JUNE

Posted by rickygiam > 5 days ago | Report Abuse

Such good dividend also drop so much?? Can buy??

Posted by ElijahYH > 2 days ago | Report Abuse

IF u got healthy cash flow, surely u can buy 😁 btw, It doesn't drop like Carlsberg. ha

Posted by yielder > 1 day ago | Report Abuse

is Heineken mostly selling to local market? or made for export