Posted by PETERMOO > 2022-04-12 12:18 | Report Abuse

U are a starbucks master! Thanks!

Posted by stockraider > 2022-04-12 12:28 | Report Abuse

Starbucks key now should not be opening more outlets loh!

Bcos they have plenty outlets now mah!

They should focus on generating more sells per out leh loh!

That is how major profits are generated mah!

Lu tau boh ?

Posted by mokluhanj21 > 2022-04-12 13:12 | Report Abuse

any of you been to starbucks recently? this bulan puasa, it's crazy weh the queue esp weekend evenings. q sampai road side the one at Avenue K. i went to buy coffee, so stressed too many people like this is some MRDIY ..but then again i remember I am a shareholder so I smile and just leave..please please buy :P

Posted by mokluhanj21 > 2022-04-12 14:19 | Report Abuse

based on the BFM Breakfast Grille interview, Datuk CEO is quite confident that BJF would be able to exceed market expectations of FY PATMI of RM80 mil.

My lazy back of the envelope calc
Q1: 11.63
Q2: 38.88
Q3: 35 to 40?
Q4: 35 to 40?
FY: 120 to 130 mil

Current PE ratio: 18x
[Discount and use 16x]

Tgt mcap: RM1920mil to RM2080mil
Tgt share price: RM4.9 to RM5.3
Upside from price now: a further 35% to 46%

Seems a bit high, maybe can use 15x PE ratio and discount 10% earnings: [Adjusted /conservative]
FY PATMI: RM108 mil to RM117
PE: 15x
EPS: RM0.27 to RM0.30
TP: RM 4.05 to RM4.50

*This is not investment advice, only sharing of notes. Do your own due diligence please. Thank you*

Posted by PETERMOO > 2022-04-12 16:59 | Report Abuse

3.68 support???

Posted by PETERMOO > 2022-04-15 10:17 | Report Abuse

Yes! Now waiting for the Customers! Where are they??

Posted by PETERMOO > 2022-04-15 10:22 | Report Abuse

The aroma Starbuck coffee is ready!?

Posted by PETERMOO > 2022-04-15 14:19 | Report Abuse

Starbuck Coffee is coming!

Posted by PETERMOO > 2022-04-16 15:19 | Report Abuse

Technically Buy or Sell??

BJFOOD - technical Analysis

https://www.tradingview.com/symbols/MYX-BJFOOD/technicals/

Posted by mokluhanj21 > 2022-04-18 05:47 | Report Abuse

Have u seen the outlets? The one at Klcc area like Zouk at 11pm on weekend.
Kindly share how your local outlets are doing so we can have a feel of "now-casting" to gauge coming performance. Thanks

Posted by PETERMOO > 2022-04-19 11:50 | Report Abuse

Slowly restarting?

Posted by PETERMOO > 2022-04-22 17:23 | Report Abuse

Volume very low? Why? No more buyers??

Posted by mokluhanj21 > 2022-04-25 13:44 | Report Abuse

can't wait to see the Q1 CY22 results.

Posted by PETERMOO > 2022-04-27 08:30 | Report Abuse

Q1 Result coming?

Posted by awong3632 > 2022-05-10 11:07 | Report Abuse

Haizzzzzzzz

Posted by mokluhanj21 > 2022-05-10 15:25 | Report Abuse

@observatory @ zhangzhuode @dragon
are you guys seeing what's happening to the Risk Free Rate/ Discount Rate? my dreaded alternate future is coming true.
While I am positive on the earnings & cashflow growth, I am very scared with the discount rates spiking like mad

What are your thoughts? any severe negative impacts on your model & valuation?
hate this weh. :(

Posted by Jokers2020 > 2022-05-10 16:52 | Report Abuse

everyday starbuck so many people,drive thru also long queue...but share price drop like nobody

Posted by troy88 > 2022-05-11 12:17 | Report Abuse

Good stock but operator is cunning..

Posted by wallstreetrookie > 2022-05-11 12:21 | Report Abuse

Quality stock, don't worry

Posted by tys203831 > 2022-05-11 17:53 | Report Abuse

Fast food chain Subway has forged a new master franchise agreement with Pegacorn Sdn Bhd to expand the brand’s footprint in Peninsular Malaysia.

I think BJFood is also Subway's master franchise. So, will this event affect BJFood? Good or Bad?

https://www.theedgemarkets.com/article/subway-inks-agreement-pegacorn-expand-footprint-peninsular-malaysia

Posted by PETERMOO > 2022-05-11 19:48 | Report Abuse

Berjaya Food 3Q net profit more than doubles, declares 1.5 sen dividend
https://newswav.com/A2205_cDEXxB?s=A_z6BFhBH

Posted by PETERMOO > 2022-05-11 19:51 | Report Abuse

Tomorrow BJFOOD SHARES price WILL BE UP AGAIN??

Posted by PETERMOO > 2022-05-11 19:56 | Report Abuse

5196 BJFOOD BERJAYA FOOD BERHAD
Quarterly rpt on consolidated results for the financial period ended 31/03/2022
Quarter: 3rd Quarter
Financial Year End: 30/06/2022
Report Status: Unaudited
Submitted By:
Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
31/03/2022 31/03/2021 31/03/2022 31/03/2021
RM '000 RM '000 RM '000 RM '000
1 Revenue 245,998 181,728 706,471 536,547
2 Profit/Loss Before Tax 46,262 18,211 125,551 51,987
3 Profit/(loss) attributable to ordinary equity holders of the parent 31,578 11,606 82,081 33,099
4 Net Profit/Loss For The Period 31,213 11,063 81,188 32,310
5 Basic Earnings/Loss Per Shares (sen) 8.72 3.27 22.80 9.35
6 Dividend Per Share (sen) 1.50 1.00 3.50 2.00
As At End of Current Quarter As At Preceding Financial Year End
7 Net Assets Per Share (RM) 1.2491 1.0556
Remarks:
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com

11/05/2022 05:52 PM

Posted by PETERMOO > 2022-05-11 21:22 | Report Abuse

I think this positive BJFOOD NEWS can propel BJFOOD to greater heights. Watch tomorrow’s initial placement for early trade!

Posted by soon2795 > 2022-05-11 21:45 | Report Abuse

TAIWAN WANTS OUR 7ELEVEN & STARBUCKS?! | The FAQ Show

https://www.youtube.com/watch?v=3lKTd0eKpqs

Posted by bulldog > 2022-05-12 05:37 | Report Abuse

Rm5 in the making


Huat chaiii

Posted by bulldog > 2022-05-12 05:37 | Report Abuse

Thks VT

Huat chaiii

Posted by bulldog > 2022-05-12 05:38 | Report Abuse

Thks for the dividend


Huat chaiii

Posted by bulldog > 2022-05-12 05:38 | Report Abuse

Accumulation in progress


Huat chaiii

Posted by mokluhanj21 > 2022-05-12 08:26 | Report Abuse

Wow. FCF increased by 19% qoq.

Posted by dragon328 > 2022-05-12 09:11 | Report Abuse

Another superb quarterly result. It shows that the strong retails spending in Q42021 had continued into 1Q2022. Strong cash flows of RM156 million for 9 months FY2022, annualised to RM208 million or 54 sen per share!

Posted by dragon328 > 2022-05-12 09:16 | Report Abuse

Total borrowings came down from RM286 million from one year ago to RM191 million, indicating strong cash flows to pare down borrowings in H1FY2022. Debt repayment has slowed in Q3, showing that the debt level of RM191m is comfortable to the management.
Capex was still modest at RM46m in first 9 months of FY2022 after BJFood opened a total of 18 new Starbucks store YTD.

Posted by dragon328 > 2022-05-12 09:20 | Report Abuse

Maybank IB raised tp for BJfood to RM5.70 which is fair to me at 9.5% free cash flow yield, though I think a valuation close to 8% FCF yield or RM6.75 would be better, given that BJFood is still in the growth phase.

Posted by troy88 > 2022-05-12 11:01 | Report Abuse

Should push above RM4 and not look back this time. I believe consolidation should be over and the strong QR and outlook should propel it to greater heights..

Posted by gemfinder > 2022-05-12 13:57 |

Post removed.Why?

Posted by bulldog > 2022-05-12 16:51 | Report Abuse

Thks VT

Huat chaiii

Posted by bulldog > 2022-05-12 16:51 | Report Abuse

The next bjland and bjasset


Huat chaiii

Posted by troy88 > 2022-05-13 10:28 | Report Abuse

Looks like it's good bye RM4 and below..

Posted by treasurehunt > 2022-05-13 14:04 | Report Abuse

Up so fast liao!

Posted by PETERMOO > 2022-05-13 18:37 | Report Abuse

So what next?

Posted by speakup > 2022-05-14 10:04 | Report Abuse

https://www.theedgemarkets.com/article/berjaya-food-share-price-rockets-record-high

look at page 161 of Berjaya Food annual report, Redtone is 14th largest Berjaya Food shareholder! if u missed Berjaya Food, buy Redtone for indirect exposure to Berjaya Food

Posted by PETERMOO > 2022-05-15 18:28 | Report Abuse

Which can move faster at this moment??

Posted by stingray_ea > 2022-05-17 14:33 | Report Abuse

sui sui to rm 10 better

Posted by stingray_ea > 2022-05-17 14:34 | Report Abuse

keeper more than seller

Posted by stingray_ea > 2022-05-17 14:41 | Report Abuse

bjfood >>> fooooood crisis player game

Posted by treasurehunt > 2022-05-18 13:15 | Report Abuse

Hike in profit margin from 14% to 21%. Starbuck has increased the selling price of the products by 20%?

Posted by gemfinder > 2022-05-20 17:08 |

Post removed.Why?

Posted by cywk > 2022-05-20 23:05 | Report Abuse

overprice

Posted by dragon328 > 2022-05-24 11:12 | Report Abuse

It is time to take profit on BJFood after more than 100% surge and look at other cheaper retails play like AEON

https://klse.i3investor.com/web/blog/detail/dragon328/2022-05-24-story-h1623391222-AEON_Bhd_is_the_best_Recovery_Play_with_a_potential_RM3_00_Dividend_Win

Posted by brian3381 > 2022-05-24 16:56 | Report Abuse

sold all 4.48. TQ