Posted by wallstreetrookie > 2022-11-11 21:06 | Report Abuse

Higher export sales in the next few quarters and diverse product mix. This is a great time for Kawan Food shareholders.

Kawan Food > Power Root because Kawan Food has more superior products and diverse customer base.

Posted by wallstreetrookie > 2022-11-11 21:13 | Report Abuse

SEI Investment Co: 194,100 shares
UBS Asset Management: 3,262,500 shares
Etiqa: Unknown

Posted by cheeseburger > 2022-11-15 14:11 | Report Abuse

dont just talk, you must buy more! Stock is sliding down

Posted by cheeseburger > 2022-11-16 16:21 | Report Abuse

rookie, stock is going south

Posted by HosayLiu > 2022-11-17 11:55 | Report Abuse

Lol. 3.50 is high ambition. It's good enough for me if it can break 52 weeks high within these 2 months

Posted by HosayLiu > 2022-11-22 11:42 | Report Abuse

Quite a number of companies declare ESOS lately...

https://klse.i3investor.com/web/announcement/detail/1734975

Posted by HosayLiu > 2022-11-24 11:44 | Report Abuse

At least Kawan Q3 results were better YoY

Posted by HosayLiu > 2022-11-25 11:36 | Report Abuse

I guess its price movement will hang around at the range of 2.20 for a while ba

Posted by HosayLiu > 2022-11-30 18:44 | Report Abuse

Looks like can look for discounted price to enter. hehe

Posted by cheeseburger > 2022-12-02 16:44 | Report Abuse

rookie, where is your TP of RM3.50? hahahaha
Anyone follow your advise will sure lose till pants down.

Posted by julian1981 > 2022-12-02 16:50 | Report Abuse

kawan kawan jangan lawan.

Posted by wallstreetrookieNEW > 2022-12-05 09:07 | Report Abuse

@cheeseburger impossible to make the right call every quarter.

Posted by wallstreetrookieNEW > 2022-12-05 09:08 | Report Abuse

Covered my losses with Karex. So I am still fine. But I am still not happy with the company's latest quarterly results. Quite disappointing. Management guided lower in 1Q 2023

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

Stocks swinging 10% every month is normal. Why worry @cheeseburger?

Posted by HosayLiu > 2022-12-05 12:23 | Report Abuse

How to get RM3.50 on its TP?

Posted by icedvestor > 2022-12-05 18:17 | Report Abuse

Quite a rise for today

Posted by HosayLiu > 2022-12-07 10:49 | Report Abuse

Can look for discounted price to collect I think

Posted by HosayLiu > 2022-12-08 12:49 | Report Abuse

Yupe. Below rm2.10 is a good buying price in my opinion

Posted by wallstreetrookieNEW > 2022-12-19 10:14 | Report Abuse

Continue to add on Kawan Food. Fundamental remains the same, company has exceptional product mix and frozen food business is extremely resilient

Posted by HosayLiu > 2022-12-20 16:36 | Report Abuse

Good choice for Kawan to stop the expansion for now

https://www.theedgemarkets.com/article/kawan-food-terminates-plan-purchase-selangor-plots-second-manufacturing-plant

Posted by HosayLiu > 2022-12-21 18:23 | Report Abuse

Maintaining healthy cash flow is a smart move during this kind of market situation

Posted by HosayLiu > 2022-12-22 14:42 | Report Abuse

Still waiting for it to drop below RM2.10 to collect. keke

Posted by HosayLiu > 2 months ago | Report Abuse

Lol... So hard to collect it below RM2.10. Dah fly up

Posted by wallstreetrookieNEW > 2 months ago | Report Abuse

Old news already, Kawan management has mentioned about it a long time ago

Posted by wallstreetrookieNEW > 2 months ago | Report Abuse

Not really exciting news for existing shareholders. I don't really like this

Posted by HosayLiu > 2 months ago | Report Abuse

Good for Kawan's cash flow as well. Smart move for not making expansion during this kind of wobbly economy

Posted by wallstreetrookieNEW > 2 months ago | Report Abuse

Power Root and F&B companies mostly reported stellar earnings. Hard to imagine if Kawan Food cannot follow

Posted by wallstreetrookieNEW > 2 months ago | Report Abuse

Easiest buy

Posted by HosayLiu > 2 months ago | Report Abuse

Nice. Share price slowly moving up

Posted by wallstreetrookieNEW > 2 months ago | Report Abuse

Recession is coming for the US and every country dependent on the US. There is no way to avoid it. Avoid energy stocks and go overweight on F&B

Posted by wallstreetrookieNEW > 2 months ago | Report Abuse

BN: People started eating at home more due to Covid. Do you think that trend will stick?

Sean Connoly, CEO of Conagra (one of the industry leaders in frozen food industry): If you look at every generation, when people grow up, they get out of college, they've got a significant other, they get their first place to live on their own. That means they've got their first kitchen, they start buying stuff, they start fiddling with food, developing some basic skills. Maybe kids come. Consumption of food at home goes up and up. In the pandemic, by our estimation, about five years of natural evolution happened all at once. So, for example, if you're 20 and you've never made an omelet and you try to make an omelet in a nonstick pan without a can of Pam, good luck. Have fun cleaning that pan. So, we had kids basically figuring that out.

Posted by wallstreetrookieNEW > 2 months ago | Report Abuse

BN: Was there a big education curve to get people on board with more frozen food?

Sean Connoly: We knew people were going to be in the frozen section because there's stuff there that they have to buy, whether it's a bag of vegetables or a frozen pizza or a gallon of ice cream. But we learned a number of years ago that the provocativeness of your package design is a hugely important factor in getting the consumer to pause, look at your offering and say, wow, that is intriguing. A lot of the focus in making these innovations work is not just designing the food, but it's designing the package.

Posted by wallstreetrookieNEW > 2 months ago | Report Abuse

You will regret years in the future if you don't hold Kawan Food in your portfolio. Insane growth

Posted by wallstreetrookieNEW > 2 months ago | Report Abuse

Kawan Food is in my top picks of 2023.

https://klse.i3investor.com/web/blog/detail/wsr1245/2023-01-04-story-h-301958316-wallstreetrookie_s_Top_Picks_2023

Posted by HosayLiu > 2 months ago | Report Abuse

Alrdy included Kawan in portfolio when it's below RM2. hehe

Posted by HosayLiu > 2 months ago | Report Abuse

Wonder their Q4 results will outperform Q3 or not

Posted by HosayLiu > 1 month ago | Report Abuse

Looks like market doesn't buy this...

https://themalaysianreserve.com/2023/01/20/kawan-food-forays-into-bio-compost-business/

Posted by HosayLiu > 1 month ago | Report Abuse

In fact, this JV with Good2Nature to undertake the business of producing biocompost can reduce food wastage

Posted by Rocket888 > 1 month ago | Report Abuse

Kawan super bearish. Any bad news?

Posted by HosayLiu > 1 month ago | Report Abuse

Their revenue in Q4 will drop I guess

Posted by Rocket888 > 1 month ago | Report Abuse

Revenue drop means profit also drop

Posted by HosayLiu > 1 month ago | Report Abuse

Yup. Wait for them to announce their Q4 officially within this month ba

Posted by Rocket888 > 1 month ago | Report Abuse

Engine sudah start?

Posted by HosayLiu > 1 month ago | Report Abuse

Good Q4 leaked...?

Posted by Rocket888 > 1 month ago | Report Abuse

When Q4 result out?

Posted by HosayLiu > 1 month ago | Report Abuse

No idea. End of this month perhaps

Posted by HosayLiu > 1 month ago | Report Abuse

estimated KAWAN could make RM75 million for its revenue in Q4

Posted by Rocket888 > 1 month ago | Report Abuse

OTHERS KAWAN FOOD BERHAD ("KAWAN" OR THE "COMPANY") - A SINGLE TIER INTERIM DIVIDEND OF 3.6 SEN PER ORDINARY SHARE

Posted by Rocket888 > 1 month ago | Report Abuse

Q4 result :
NP 8655.
QoQ (17%}
YoY (14%}

Posted by Rocket888 > 4 weeks ago | Report Abuse

Kawan Food's Net Profit Down 9.5% Dragged by Higher Selling and Operation Expenses