Posted by Good123 > 2024-02-28 11:08 | Report Abuse

FYE 30 Jun FY22A FY23A FY24E FY25E FY26E
Key Ratios
Growth ratios (%)
Revenue growth 39.1 11.8 (26.1) 15.7 8.7
EBITDA growth 46.6 (8.8) (57.0) 69.7 3.6
EBIT growth 105.0 (17.1) (96.0) 1,563.8 16.8
Pretax growth 151.7 (19.2) nm nm 24.8
Reported net profit growth 165.1 (14.7) nm nm 24.8
Core net profit growth 143.0 (15.2) nm nm 24.8
Profitability ratios (%)
EBITDA margin 33.8 27.6 16.1 23.6 22.4
EBIT margin 21.5 15.9 0.9 12.4 13.3
Pretax profit margin 18.9 13.6 nm 8.9 10.2
Payout ratio 15.8 59.0 nm 46.3 37.1
DuPont analysis
Net profit margin (%) 12.5 9.6 nm 6.1 7.0
Revenue/Assets (x) 0.7 0.8 0.6 0.7 0.7
Assets/Equity (x) 2.7 2.9 3.1 3.0 2.9
ROAE (%) 29.0 21.8 (3.8) 12.6 14.5
ROAA (%) 10.3 7.9 (1.3) 4.1 4.9
Liquidity & Efficiency
Cash conversion cycle (41.6) (42.0) (38.3) (37.9) (39.9)
Days receivable outstanding 9.3 9.8 11.9 8.9 8.7
Days inventory outstanding 37.1 33.0 32.5 30.3 31.5
Days payables outstanding 88.0 84.8 82.7 77.2 80.0
Dividend cover (x) 6.3 1.7 (0.7) 2.2 2.7
Current ratio (x) 0.4 0.3 0.3 0.5 0.6
Leverage & Expense Analysis
Asset/Liability (x) 1.6 1.5 1.5 1.5 1.6
Net gearing (%) (incl perps) 34.5 39.1 41.7 24.7 9.2
Net gearing (%) (excl. perps) 34.5 39.1 41.7 24.7 9.2
Net interest cover (x) 8.2 7.0 0.2 3.5 4.3
Debt/EBITDA (x) 0.6 0.8 1.8 1.1 1.0
Capex/revenue (%) 6.5 7.6 8.7 7.5 6.9
Net debt/ (net cash) 166.5 190.7 199.6 126.0 51.2

Posted by Good123 > 2024-02-28 11:18 | Report Abuse

checkmate on hamas. Rafah is the 'lungs through which Hamas breathes' - It 'must be taken', claims security expert. The wars will end. :) The Israeli military confirmed it conducted a “series of strikes” on what it said were targets in the Shaboura area of Rafah and that two Israeli hostages were rescued in a “special operation”.

Posted by Good123 > 2024-02-28 15:27 | Report Abuse

close at 57? :)

2024-02-27 0.55 0.55 0.535 0.54 -0.01 (1.818%) 5,242,000
2024-02-26 0.56 0.56 0.545 0.55 -0.01 (1.785%) 3,144,900
2024-02-23 0.555 0.565 0.54 0.56 -0.01 (1.754%) 16,669,600
2024-02-22 0.55 0.57 0.53 0.57 0.00 (0.00%) 18,168,600
2024-02-21 0.585 0.585 0.57 0.57 -0.015 (2.564%) 2,315,800
2024-02-20 0.58 0.585 0.575 0.585 +0.005 (0.862%) 1,903,600
2024-02-19 0.57 0.585 0.57 0.58 +0.015 (2.654%) 3,316,800
2024-02-16 0.56 0.57 0.56 0.565 +0.005 (0.892%) 1,390,400
2024-02-15 0.555 0.58 0.55 0.56 +0.005 (0.90%) 7,005,800
2024-02-14 0.56 0.565 0.555 0.555 -0.01 (1.769%) 3,325,800
2024-02-13 0.565 0.57 0.555 0.565 0.00 (0.00%) 5,166,400
2024-02-09 0.56 0.57 0.555 0.565 +0.005 (0.892%) 775,100
2024-02-08 0.56 0.56 0.55 0.56 -0.005 (0.884%) 2,858,300
2024-02-07 0.56 0.565 0.555 0.565 +0.005 (0.892%) 889,500
2024-02-06 0.56 0.565 0.55 0.56 0.00 (0.00%) 1,784,700
2024-02-05 0.55 0.56 0.54 0.56 +0.02 (3.703%) 5,101,800
2024-02-02 0.545 0.55 0.53 0.54 0.00 (0.00%) 5,069,900
2024-01-31 0.56 0.565 0.54 0.54 -0.02 (3.571%) 7,914,900
2024-01-30 0.59 0.59 0.555 0.56 -0.025 (4.273%) 9,590,000
2024-01-29 0.59 0.59 0.58 0.585 +0.005 (0.862%) 2,814,700

Posted by Good123 > 2024-02-28 15:29 | Report Abuse

Board of Directors
Chairman
Dato' Seri Diraja Tunku Shazuddin Ariff Ibni Sultan Sallehuddin

Chief Executive Officer
Dato' Sydney Lawrance Quays

Non-Independent Non-Executive Directors
Dato' (Dr) Mustapha Bin Abdul Hamid
Tan Thiam Chai
Chryseis Tan Sheik Ling

Independent/Non-Executive Directors
Datin Chee Yoke Kuan
Wan Nor Aida Binti Wan Azmi

OTHER BERJAYA GROUP COMPANIES
Berjaya Land Berhad
(Registration No. 199001010193 [201765-A])
Sports Toto Berhad
(Registration No. 196901000688 [9109-K])
Berjaya Food Berhad
(Registration No. 200901032946 [876057-U])
REDtone Digital Berhad
(Registration No. 200201028701 [596364-U])
RELATED COMPANIES
Berjaya Assets Berhad
(Registration No. 196001000237 [3907-W])
Berjaya Media Berhad
(Registration No. 199401004922 [290601-T])
7-Eleven Malaysia Holdings Berhad
(Registration No. 201301028701 [1058531-W])

Posted by fortunefire > 2024-02-28 16:51 | Report Abuse

time to enter batch by batch

Posted by Good123 > 2024-02-29 09:00 | Report Abuse

Going to fly again :)

www.marketscreener.com/quote/stock/BERJAYA-FOOD-8158327/company/

Posted by Good123 > 2024-02-29 10:44 | Report Abuse

Setiap anak sykt berjaya dah get ready to buy back stay calm ya

Posted by Good123 > 2024-02-29 12:11 | Report Abuse

The Wars is going to end.

https://www.malaymail.com/news/world/2024/02/29/new-zealand-designates-entirety-of-hamas-a-terrorist-entity/120621?dc_data=7243967_samsung-carnival-malaysiaenglish&utm_source=taboola&utm_medium=taboola_news&ui=73965a2b-d4d3-4eb1-a098-82668b002403-tuctcd96bc6

Posted by LaoHaidi > 2024-02-29 17:21 | Report Abuse

Nope, the wars is not going to end so soon since Hamas is considered as a terrorist entity ... More retaliation will happen

Posted by SBcoffee > 2024-02-29 17:56 | Report Abuse

new zealand = western country???

Posted by Good123 > 2024-02-29 21:17 | Report Abuse

The wars will end :)

https://www.wsj.com/world/middle-east/hamas-thinks-it-could-win-gaza-war-with-israel-6254a8c6?st=4lr6gkw4wow8wvi&mod=wsj_taboola_rss&dc_data=18221333_samsung-carnival-malaysiaenglish&utm_source=taboola&utm_medium=taboola_news&ui=99cde4e3-1477-40d8-9dd5-b92aee0e1849-tuctcccdf87

Posted by familymartfan99 > 2024-02-29 21:27 | Report Abuse

Support BJFOOD!

Posted by Cheers > 2024-03-02 14:54 | Report Abuse

0.38 fair price pe too high and expensive compared to other coffee.War will not end

Posted by Cheers > 2024-03-02 14:57 | Report Abuse

No difference now war or no war boycott still boycott.

Posted by speakup > 2024-03-02 15:06 | Report Abuse

So many other counters in bursa, why must buy a trouble company like Bjfood?

Posted by EngineeringProfit > 2024-03-02 15:07 | Report Abuse

True. Looks where you bet your millions

Posted by speakup > 2024-03-02 15:09 | Report Abuse

Yes my millions of Rupiah

Posted by ngwt > 2024-03-02 17:26 | Report Abuse

You will be able to accumulate much cheaper BJFOOD share price in another 3-6 months, why buy now? Looks at the aggressive promo, I'm for sure Jan-2024 until Mar-2024 will be another ugly QR. Stay tune ;)

Posted by LimitUp > 2024-03-02 17:40 | Report Abuse

Stay away from this stock for the next 6 months and top up when it's below 0.40.

Posted by speakup > 2024-03-02 17:50 | Report Abuse

If Starbucks boycott continue for years, this is a potential PN17 company. Remember 90% of their revenue from Starbucks. And company is in a net debt position. Debts will balloon until trigger PN17

Posted by speakup > 2024-03-02 17:52 | Report Abuse

Bjfood PE now is a massive 106x!
PE so high either profit must shoot up or share price must shoot down. I think is the latter

Posted by LimitUp > 2024-03-03 13:41 | Report Abuse

PE = 105. Maybe price will drop below 0.20 by year end?

Posted by Good123 > 2024-03-04 10:43 | Report Abuse

wow, up 53.5sen kini... israel dah menang dan peperangan akan tamat ka? hehe

Posted by Donator > 2024-03-04 10:47 | Report Abuse

Will continue drop, the terrorist hard to beat

Posted by Good123 > 2024-03-04 10:50 | Report Abuse

bjfood price kini berbaloi bukan harga yahudi, beli dan simpan ya hehe

Posted by Good123 > 2024-03-04 10:55 | Report Abuse

murah3, direct biz transactions... bukan harga yahudi :)
History
Date Price Change Dir-Volume Day Volume Dir-Value Day Value Avg Price % of Total Share Remarks
06/02/2024 00:00:00 0.6000 0.0400 3.205m 21.210m 1.923m 12.726m 0.6000 0.1646 -
06/02/2024 00:00:00 0.6000 0.0400 7.400m 21.210m 4.440m 12.726m 0.6000 0.3799 -
06/02/2024 00:00:00 0.6000 0.0400 10.605m 21.210m 6.363m 12.726m 0.6000 0.5445 -

Posted by Good123 > 2024-03-04 12:13 | Report Abuse

Israel dah menang... Hamas bawa bendera putih hehehe
22 Feb 2024 — The Gaza war is essentially over — but Israel can still win the campaign.

Posted by Good123 > 2024-03-04 12:51 | Report Abuse

agong kita juga merupakan pemegang syer bjfood!!!!!!!!!

############## Israel pasti menang berperang dengan hamas... hamas bukan lawan israel... padan muka hehehe

Posted by Good123 > 2024-03-04 12:52 | Report Abuse

selepas israel mengistiharkan kemenangan, harga syer bjfood diramal balik 70-80sen :)

Posted by Good123 > 2024-03-04 13:58 | Report Abuse

https://taboolanews.com/summary-page/3276274007464778254?utm_source=taboola&utm_medium=taboola_news&dc_data=26846080_samsung-carnival-malaysiaenglish&abv=tn_default_tn_top_aggs&rccv=default_fixed_traffic-1330131

Posted by Donator > 2024-03-04 14:14 | Report Abuse

Tapi orang yang boycott tu terrorist HAMAS punya supporter, so lepas israel menang akan terus boycott juga

Posted by Good123 > 2024-03-04 14:23 | Report Abuse

OKINAWA: Berjaya Corp Bhd founder and advisor Tan Sri Vincent Tan Chee Yioun urges Malaysians to end the Starbucks Malaysia boycott, clarifying that the franchise is locally owned by Berjaya Food Bhd (BFood), with an all-Malaysian workforce in both the head office and stores.

Posted by Good123 > 2024-03-04 14:26 | Report Abuse

He added that close to 85% of the staff at Starbucks Malaysia stores are muslim workers.

However, Tan said there is a shift in the situation, with some improvements in sales as people are becoming more “realistic”.


“This [Starbucks Malaysia] is just a franchise and it is not owned by Americans, so it is an unnecessary boycott and we believe it will go away. Maybe in some countries Starbucks America got shares, but they have no shares in Starbucks Malaysia,” he reaffirmed.

He emphasised that whether liked or not, many American products are used around the world, citing Apple as an example

“So, message to our Malaysian friends, there is no need to boycott. If you want to boycott, there are many things that we need to boycott,” he said.

Posted by Good123 > 2024-03-04 14:30 | Report Abuse

VT tew korang baru sedar hehe

Posted by Good123 > 2024-03-04 16:19 | Report Abuse

Up trend 54.5sen dah... VT tew mereka hari ni, naik pulak

Posted by Good123 > 2024-03-04 16:58 | Report Abuse

VT patut tew mereka Lebih kerap. Hehe. Close at 54.5 - 55sen

Posted by Good123 > 2024-03-04 17:51 | Report Abuse

Terbukti walaun/walauntit yang boikot starbucks adalah sungguh bodoh hehehe
#KUALA LUMPUR: Starbucks Malaysia today maintained that it had never contributed its profits to the Israeli government and or the Israeli Defence Forces (IDF).

Posted by Good123 > 2024-03-04 18:25 | Report Abuse

buy ya hehe
Analyst Consensus

Consensus Target Price RM0.69
Difference RM0.15
Potential Gain/Loss (%) 27.10%
Consensus Date 04 Mar 2024

Posted by Good123 > 2024-03-04 18:26 | Report Abuse

Mantap :)


TOP 10 Investors (As of Latest Filing)
INVESTOR NAME
% O/S
POSITION (M Shares)
POSITION CHG (M)
VALUE(M USD)
FILING DATE
FILING SOURCE
Berjaya Group Berhad
36.24
705.85
0.00
92.30
28-Jun-2023
Other Substantial/Declarable
Juara Sejati Sdn. Bhd.
7.16
139.40
0.00
18.23
28-Jun-2023
Other Substantial/Declarable
Hong Leong Asset Management Bhd.
5.24
102.10
57.58
20.31
03-Oct-2022
Other Substantial/Declarable
Hong Leong Value Fund
4.27
83.20
83.20
18.55
28-Feb-2023
MF
Pertubuhan Keselamatan Sosial
4.11
80.00
-9.00
15.91
03-Oct-2022
Other Substantial/Declarable
Public Mutual Berhad
2.38
46.42
-2.90
9.23
03-Oct-2022
Other Substantial/Declarable
Statens Pensjonsfond Utland
2.37
46.14
36.14
10.91
31-Dec-2022
MF
Norges Bank Investment Management (NBIM)
2.37
46.14
36.14
10.91
31-Dec-2022
Aggregate MFs
Redtone Digital Bhd
1.26
24.46
-13.00
3.20
28-Jun-2023
Other Substantial/Declarable
Johor (Ibrahim)
1.16
22.50
0.00
4.48
03-Oct-2022
Other Substantial/Declarable

Posted by Good123 > 2024-03-04 18:26 | Report Abuse

Ownership Type (As of Latest Filing)
TYPE
INVESTORS
% O/S
POSITION (M Shares)
VALUE(M USD)
Corporation
21
49.11
956.25
128.59
Mutual Fund
108
14.91
290.26
64.45
Investment Advisor
23
11.44
222.63
46.36
Individual Investor
12
4.58
89.36
17.93
Government Agency
1
4.11
80.00
15.91
Sovereign Wealth Fund
1
2.37
46.14
10.91
Investment Advisor/Hedge Fund
9
0.35
6.88
1.04
Holding Company
1
0
0.00
0.00
Pension Fund
1
0
0.01
0.00

Posted by Good123 > 2024-03-04 18:31 | Report Abuse

stAtistiCs on shAres
As At 2 October 2023

THIRTY (30) LARGeST SHAReHOLDeRS
Name of Shareholders
No. of
Ordinary Shares
Held %
1 SJ Sec Nominees (Tempatan) Sdn Bhd
Pledged Securities Account - Al Rajhi Bank For Berjaya Group Berhad
123,000,000 7.01
2 RHB Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Juara Sejati Sdn Bhd
105,300,000 6.00
3 CIMB Group Nominees (Tempatan) Sdn Bhd
Pembangunan Sumber Manusia Berhad
86,040,000 4.90
4 HLIB Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Berjaya Group Berhad
75,500,000 4.30
5 CIMB Group Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Berjaya Group Berhad
(BCB CBM-C2-SBLC)
66,852,500 3.81
6 Maybank Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Berjaya Group Berhad
63,000,000 3.59
7 RHB Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Berjaya Group Berhad
60,000,000 3.42
8 Citigroup Nominees (Asing) Sdn Bhd
Exempt An For CitiBank New York (Norges Bank 22)
57,849,900 3.30
9 Pertubuhan Keselamatan Sosial 48,000,000 2.74
10 CIMB Group Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Berjaya Group Berhad (BCB CBM-C2-TL3)
46,000,000 2.62
11 Teras Mewah Sdn Bhd 43,000,000 2.45
12 Maybank Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Berjaya Group Berhad
35,950,000 2.05
13 Amanahraya Trustees Berhad
Public Smallcap Fund
35,884,600 2.05
14 Amsec Nominees (Tempatan) Sdn Bhd
Pledged Securities Account - Ambank (M) Berhad For Berjaya Group Berhad
35,000,000 2.00
15 Affin Hwang Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Berjaya Group Berhad
31,250,000 1.78
16 RHB Nominees (Tempatan) Sdn Bhd
Bank Of China (Malaysia) Berhad Pledged Securities Account For Berjaya
Group Berhad
30,000,000 1.71
17 Amsec Nominees (Tempatan) Sdn Bhd
Pledged Securities Account - Ambank (M) Berhad For Berjaya Corporation
Berhad
29,500,000 1.68
18 Ifast Nominees (Tempatan) Sdn Bhd
Global Success Network Sdn Bhd
28,000,000 1.60
19 MIDF Amanah Investment Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Berjaya Group Berhad (MGN - TMS0004M)
27,000,000 1.54
20 CGS-CIMB Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Berjaya Group Berhad (M4143B)
24,700,000 1.41
21 ReDtone Digital Berhad 24,457,000 1.39
22 Lim Boon Liat 23,000,000 1.31
23 DYMM Sultan Ibrahim Johor 22,500,000 1.28
24 MIDF Amanah Investment Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Teras Mewah Sdn Bhd (MGN - TMS0004M)
22,500,000 1.28
25 Amsec Nominees (Tempatan) Sdn Bhd
Pledged Securities Account - Ambank (M) Berhad For Berjaya Group Berhad
21,875,000 1.25
26 CGS-CIMB Nominees (Tempatan) Sdn Bhd
Pledged Securities Account For Juara Sejati Sdn Bhd (MY4143)
21,650,000 1.23
27 Amanahraya Trustees Berhad
Public Strategic Smallcap Fund
20,900,000 1.19
28 Amsec Nominees (Tempatan) Sdn Bhd
Pledged Securities Account - Ambank (M) Berhad For Berjaya Group Berhad
(BX1280)
18,900,000 1.08
29 Cartaban Nominees (Tempatan) Sdn Bhd
PAMB For Prulink Equity Fund
18,894,100 1.08
30 Convenience Shopping (Sabah) Sdn Bhd 15,000,000 0.86
1,261,503,100 71.91

Posted by Good123 > 2024-03-04 18:42 | Report Abuse

hamas' days are numbered... israel menyerang hamas dengan betapa jitu.. hebat sekali hehehe

Military strikes terrorists minutes after Hamas launches rockets, evacuates civilians
IDF soldiers arrested about 80 suspected terrorists who tried to hide within the civilian population
By JERUSALEM POST STAFF
MARCH 4, 2024 08:34
Updated: MARCH 4, 2024 12:20

Posted by Good123 > 2024-03-04 22:25 | Report Abuse

$$$$$$$$$$$$$$$$$$$$$$$$$$$$

Future prospects
The Directors are of the view that the operating performance of the Group will show improvement in the remaining
quarters of the financial year ending 30 June 2024.
The Board of Directors believes that the operating performance results will rebound and regain momentum,
considering the current situation as short-term and things are anticipated to progress positively moving forward

Posted by speakup > 2024-03-04 22:48 | Report Abuse

When CEO starts begging ppl to stop boycott, u know they are super desperate

Posted by Medusa > 2024-03-05 00:39 | Report Abuse

Runnnnnnnnnnnnnnnnnnnnnnnnn

Boycott still going on more shop close shop

Kikiki…

Posted by Good123 > 2024-03-05 08:34 | Report Abuse

Up again today... VT dah tew mereka yang bodoh hehehe

Posted by Good123 > 2024-03-05 08:43 | Report Abuse

direct deal yg indah hehe

History
Date Price Change Dir-Volume Day Volume Dir-Value Day Value Avg Price % of Total Share Remarks
06/02/2024 00:00:00 0.6000 0.0400 3.205m 21.210m 1.923m 12.726m 0.6000 0.1646 -
06/02/2024 00:00:00 0.6000 0.0400 7.400m 21.210m 4.440m 12.726m 0.6000 0.3799 -
06/02/2024 00:00:00 0.6000 0.0400 10.605m 21.210m 6.363m 12.726m 0.6000 0.5445 -
31/01/2024 00:00:00 0.6100 0.0500 10.716m 10.716m 6.537m 6.537m 0.6100 0.5502 -
13/12/2023 00:00:00 0.6700 0.0400 30.452m 30.452m 20.403m 20.403m 0.6700 1.5635 -
03/11/2023 00:00:00 0.7100 - 77.300m 86.000m 54.883m 61.060m 0.7100 3.9689 -
03/11/2023 00:00:00 0.7100 - 8.700m 86.000m 6.177m 61.060m 0.7100 0.4467 -
26/09/2023 00:00:00 0.7200 -0.0300 29.500m 29.500m 21.240m 21.240m 0.7200 1.5147 -
12/09/2023 00:00:00 0.6850 0.0100 20.000m 20.000m 13.700m 13.700m 0.6850 1.0269 -
28/08/2023 00:00:00 0.6900 - 23.000m 23.000m 15.870m 15.870m 0.6900 1.1809 -

Posted by Good123 > 2024-03-05 08:55 | Report Abuse

today, a big rise is expected... hehehe

Posted by Good123 > 2024-03-05 08:58 | Report Abuse

Bro VT tew mereka baru insaf dan sedar hehe

Posted by Good123 > 2024-03-05 09:05 | Report Abuse

naiklah naiklah VT dah tengking/tegur mereka yang teramat bodoh dan naif hehe