now the PE of this share is somewhere around 18, will it too high to hold the share? ps: recently the price keep dropping, and Malaysia 13th GE is coming, losing confident now.
DY: BJFood dividend yield is forecasted at 2%-3% Oldtown net dividend yield of 3- 4%
Beverages: BStarbuck is a JV business with Starbuck US. Profit margin will not as good as Oldtown who control the whole vertical chain from manufacturing to franchasing.
Oversea expansion plan: BJF expanded into Indonesia which just entered recession, will this impact to mid -casual dining restaurant like KRR? Bank interest rate also hike up that would have impact to local business as well. BJFood still much depends on Msia earning to sustain, with coming fiscal tightening budget and hiking of labor cost, fuel cost and possibly of implementation of GST, TP of $2.30? we'll see what will happen to BJFood...
Just having lunch at Kenny Rogers,all cooking method seems like diversify already.Muffin reduce size & not follow the original recipes that previously very aromatic with corn fragrance.Wood baking chicken already convert to oven baking chicken that totally without smoky flavor.How come US franchise management when entering M'sia only survive for few years only,totally disappointing with the food there.
Warrant conv price of $0.70, today closed at 87cnts...seems almost trailing mother...worth to buy warrant and keep? I see a lot of buy call at $2.30+ for this share....can ah? GST no impact to cost...but min wage might lower EBITA a little....anyone know..
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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....
daen
97 posts
Posted by daen > 2012-12-27 15:49 | Report Abuse
menunggu masa ja, i rasa 1.50 bukan la susah sangat nak capai
cuma kena ada sikit kesabaran