BJ Food last time was a bit lousy as an investment because holding so many lousy brand like KR. (who eats KR anymore? Got so many thing also like Nandoz and all)
Now better. Good portfolio management at the Corporate level is good. Stabask Malansia now ok la. Good lifestyle product, good cost management after Kofit and now hopefully with Mr International at Group level, we alls go up up up.
888888 thank you Tan Sri...66% ady, why dont just cross 75% hihihi :P
• 虽然公司并无提及他们的订单,但公司在近期内持续获得多个建筑项目的订单;如公司获得 Nakano Construction Sdn. Bhd.(“NCSB”)价值 RM 28.9 Million 的订单、同时也获得了 Gaya Kuasa Sdn. Bhd.(“GKSB”)价值 RM 16.4 Million 的订单以及最近其公司获得 IJM Construction Sdn. Bhd.(“ICSB”)价值 RM 77.8 Million 的订单,合计为 RM 123.1 Million,这除了反映出 ANEKA 的订单状况良好之外,也显示出建筑领域 – 尤其是私人领域依然在持续发展中。
They are going to lose allot of customer base since their new Starbucks migration app is a disaster. Users can't login or credit went missing while there is no visibility or communication what is happening or what's going on...
KUALA LUMPUR: Berjaya Food Bhd posted net losses of RM30.16mil on revenue of RM111.56mil in the fourth quarter ended June 30,2020 as it was adversely affected by the outbreak of Covid-19 pandemic and movement curbs.
Hello Brother can you still buy kah every time you lose money???
"Also, the group recognised the income upon termination of the old Starbucks reward programme," it said, adding that it saw lower operating costs, resulting from effective cost management to mitigate the impact of Covid-19.
Take away your base customers reward and recognized it as income. Short term gain, long term bye bye......
you have to use unconventional data points to see the growth in this company. go visit all the new stores, see what they are doing. are the mgmt delivering. do they have pricing power. is it just selling commoditised coffee or experience? What is Jalil Rasheed doing for BJFood, is it good or bad?
Wont be surprised in next announcment , Quarter Revenue is RM200 mil! with profits around RM11mil to RM13 mil, depending on depre etc. (look at new investments and FCF, last June 30 mil ringek new investments..)
Some of these analysts are plain lazy or just dumb. E.g. AMBank report puts major shareholder as only BJ Corp at 48.8% when the total direct & indirect shareholder is TSVT at 61.1% as at 27.1.2022. Plain lazy
Also, telling folk lore Christmas sale. So lazy. go and check la how many new drive thru concept stores have been open even in Perlis (population 10 people) all Queue like mad in December 2022. Same story Alor Star.
WOrk in a bank but lazy. no initiative!
Then 1 day after results come out: OH wE ReViSe UpWRds our Tp bY 50%. your mother your foot la weh. if lazy of course la play catch up.
Hope CEO of these IB take a look at the Quality of their analystsz ew
oct-dec 2020 was the period after mco 1.0 was lifted. and oct-dec 2021 was after mco 3.0 was lifted. very similiar conditions, just that profit this quarter was 3.5x higher.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
ZigZag
118 posts
Posted by ZigZag > 2021-04-01 09:22 | Report Abuse
this counter just breakout 5 years resistance and vincent tan also acquiring recently..