Posted by Hoho22 > 14 hours ago | Report Abuse

Paid fantasy writer or Desperate loser?

Posted by Good123 > 1 hour ago | Report Abuse

When evaluating investment opportunities between Oriental Kopi Holdings Berhad and Berjaya Food Berhad (BJFOOD), it’s essential to consider their current market positions, financial health, and growth prospects.

Oriental Kopi Holdings Berhad

Oriental Kopi is in the process of launching its Initial Public Offering (IPO) on the ACE Market of Bursa Malaysia. The IPO details are as follows:
• IPO Price: RM0.44 per share
• Total Shares Offered: 418,101,000
• Application Period: 6 January 2025 to 10 January 2025
• Tentative Listing Date: 23 January 2025 

The company aims to raise approximately RM184 million from this IPO. 

Berjaya Food Berhad (BJFOOD)

BJFOOD is a well-established entity in the Malaysian food and beverage sector, operating brands like Kenny Rogers Roasters and Starbucks. As of recent data, the stock is trading at RM0.35 per share, which is near its 52-week low of RM0.335. 

Analysts have set an average 1-year price target of RM0.35, with estimates ranging from RM0.25 to RM0.56.  Additionally, there are forecasts indicating an annual earnings growth rate of 61.97% for BJFOOD, suggesting potential undervaluation and growth prospects. 

Considerations
• Oriental Kopi: Investing in an IPO can offer significant growth potential, especially if the company successfully expands its operations post-listing. However, IPOs also come with inherent risks due to the lack of historical market performance data.
• BJFOOD: As an established company, BJFOOD provides more accessible financial data and market performance history. The current low share price, combined with positive earnings growth forecasts, might indicate a value investment opportunity. 😍

Posted by Good123 > 1 hour ago | Report Abuse

Berjaya Food Berhad (BJFOOD) entering into a partnership with Paris Baguette, a renowned South Korean bakery chain, could bring significant upside potential for the following reasons:

1. Strategic Brand Expansion
• Paris Baguette’s Global Appeal: Paris Baguette has an established reputation globally, with a strong presence in Asia, the U.S., and Europe. Its premium image and high-quality offerings could attract affluent and younger demographics in Malaysia.
• Diversification for BJFOOD: By adding Paris Baguette to its portfolio, BJFOOD diversifies its offerings beyond Starbucks and Kenny Rogers Roasters, targeting the growing premium bakery and café market.

2. Market Trends in Malaysia
• Rising Bakery and Café Culture: Malaysia’s bakery market is growing due to urbanization, rising disposable incomes, and increasing consumer preferences for artisanal and premium baked goods.
• Upselling Opportunities: Paris Baguette’s range of premium pastries, cakes, and beverages complements BJFOOD’s existing brands, allowing for cross-selling and bundling opportunities.

3. Potential for Higher Margins
• Premium Pricing: Paris Baguette products are positioned in the premium price category, offering the potential for higher profit margins compared to Kenny Rogers Roasters or other mid-range offerings.
• Scalability: With BJFOOD’s operational expertise and local market knowledge, Paris Baguette could scale efficiently in Malaysia, reducing initial costs and driving profitability.

4. Synergy with Starbucks Operations
• BJFOOD’s success with Starbucks in Malaysia demonstrates its capability to manage and grow international brands. The operational expertise, supply chain efficiencies, and brand management strategies can be leveraged to replicate success with Paris Baguette.

5. Strong Consumer Demand for Korean Brands
• Hallyu (Korean Wave): The popularity of Korean culture in Malaysia (e.g., K-pop, K-dramas) fuels consumer interest in Korean brands. Paris Baguette could capitalize on this trend to establish itself as a go-to premium bakery.
• Proven Success in ASEAN: Paris Baguette has seen success in other Southeast Asian markets, such as Singapore, which indicates strong regional potential.

6. Long-Term Revenue Growth
• Store Rollout Potential: BJFOOD can leverage its established network to roll out Paris Baguette outlets strategically in high-traffic urban locations.
• Repeat Customer Base: The premium bakery model thrives on repeat customers due to fresh, daily offerings, ensuring steady revenue streams.



Conclusion

BJFOOD’s partnership with Paris Baguette aligns with emerging consumer trends and leverages its proven capabilities in managing international brands. While there are challenges, the upside lies in its potential to capture the growing premium bakery market in Malaysia and beyond. With Paris Baguette, BJFOOD is well-positioned to drive revenue growth, expand its customer base, and enhance its market valuation.

Posted by Good123 > 42 minutes ago | Report Abuse

IPO for Paris baguette like kopi oriental soon 😜

The value of Paris Baguette compared to Kopi Oriental depends on several factors, such as brand positioning, market reach, product offerings, and customer perception. Here’s why Paris Baguette might be perceived as more valuable:

1. Global Brand Presence
• Paris Baguette is an international bakery chain with a strong presence in many countries, particularly in South Korea, the United States, China, and Southeast Asia. This global reach contributes to its brand value.
• Kopi Oriental may have a more localized presence, focusing on a niche market within specific regions.

2. Diverse Product Offerings
• Paris Baguette offers a wide range of products, including premium pastries, cakes, sandwiches, and beverages, catering to various customer preferences and demographics.
• Kopi Oriental primarily focuses on traditional coffee and local breakfast options, which may appeal to a more specific audience.

3. Premium Branding
• Paris Baguette positions itself as a modern, upscale bakery brand, often associated with quality and innovation.
• Kopi Oriental may be positioned as a more casual, traditional brand, which might limit its appeal in premium markets.

4. Customer Base
• Paris Baguette likely targets a broader customer base, including international travelers and urban professionals.
• Kopi Oriental might primarily serve a local customer base, which could limit its scalability and revenue potential.

5. Market Scalability
• Paris Baguette has a business model that allows it to scale easily across different countries, adapting to local tastes while maintaining its core identity.
• Kopi Oriental’s local focus might make international expansion more challenging.

6. Revenue Streams
• Paris Baguette generates income from a combination of dine-in, take-out, delivery, and retail bakery sales, contributing to higher revenues.
• Kopi Oriental’s revenue might rely heavily on dine-in customers and may lack the diversification of income sources.

7. Perceived Value
• Consumers may perceive Paris Baguette as a “luxury” bakery due to its branding, ambiance, and product presentation, justifying higher pricing.
• Kopi Oriental might be seen as more affordable but less exclusive.

🕺

Posted by Good123 > 20 minutes ago | Report Abuse

In 3-5 years more Paris baguette outlets than Starbucks:)

Posted by Good123 > 18 minutes ago | Report Abuse

Berjaya Food (BJFood) may open more Paris Baguette outlets than Starbucks in the coming years due to the following strategic and market considerations:

1. New Growth Driver

BJFood has been heavily reliant on Starbucks Malaysia as its primary revenue driver for years. Expanding Paris Baguette offers diversification and positions the brand as an additional growth engine.


2. Market Saturation for Starbucks

Starbucks has already achieved significant market penetration in Malaysia, with over 400 outlets. Further expansion may face diminishing returns as the brand nears market saturation in key areas.


3. Untapped Potential for Paris Baguette

Paris Baguette, a bakery-café concept, appeals to a different consumer segment compared to Starbucks. It can target a more premium, pastry-focused market while complementing Starbucks’ beverage-driven model.


4. Higher ROI in F&B Concepts

Bakery-cafés like Paris Baguette often generate higher revenue per outlet due to a wider product mix (e.g., fresh pastries, bread, and meals), which may have better margins compared to Starbucks’ coffee-centric menu.


5. Favorable Market Trends

Growing consumer preference for artisan bakery products and all-day dining options creates a favorable environment for Paris Baguette’s expansion.


6. Regional Expansion Alignment

Paris Baguette’s success in markets like Singapore and South Korea sets a benchmark for its potential in Malaysia. BJFood can leverage its expertise in operating F&B outlets to accelerate the brand’s rollout.


7. Competition Differentiation

Paris Baguette provides a unique competitive edge compared to local and international bakery brands, positioning BJFood to compete in a new category without cannibalizing Starbucks’ market share.


8. Lower Brand Maturity

Paris Baguette is still in its early stages in Malaysia, and BJFood may want to prioritize scaling up its presence to establish a dominant market position early on.


BJFood's strategy likely reflects a balancing act between maximizing Starbucks’ existing profitability and building Paris Baguette as a second major revenue pillar to sustain long-term growth.