Posted by Good123 > 2024-04-16 06:46 | Report Abuse

Ownership Breakdown
General Public 19.3%
67,578,869 shares
Individual Insiders 34.3%
119,896,877 shares
Institutions 46.4%
161,979,134 shares

Posted by Good123 > 2024-04-16 06:47 | Report Abuse

Top 24 shareholders own 80.66% of the company
Ownership Name Shares Current Value Change % Portfolio %
36.1%
Gfg Foundation, Endowment Arm 126,257,402 RM229.8m 0% no data
17.7%
Nareshchandra Nagrecha 62,001,200 RM112.8m -13.9% no data
7.29%
Thiam Gan 25,490,799 RM46.4m 0.07% no data
5.57%
Public Mutual Bhd. 19,454,899 RM35.4m 0% 0.22%
2.9%
Hun Soon Lim 10,137,028 RM18.4m 32.7% no data
1.67%
Poh Ying Kong 5,834,100 RM10.6m 0% no data
1.35%
Kumpulan Wang Persaraan 4,707,933 RM8.6m 0% 0.01%
1.32%
Chung-Chen Wu 4,626,000 RM8.4m 0% no data
1.05%
Eastspring Investments (Singapore) Limited 3,667,400 RM6.7m 0% 0.01%
0.93%
UBS Asset Management AG 3,262,500 RM5.9m 0% no data
0.8%
Tsai-Tien Chen 2,792,466 RM5.1m 0% no data
0.75%
Peter Chiang 2,604,000 RM4.7m 0% no data
0.62%
Kamal Shah 2,168,382 RM3.9m 0% no data
0.6%
Maybank Asset Management Group Bhd. 2,112,600 RM3.8m 0% 0.62%
0.59%
Kah Yin Yoong 2,070,000 RM3.8m 0% no data
0.59%
Chia-Lung Wu 2,051,682 RM3.7m 0% no data
0.37%
PHEIM Asset Management Sdn Bhd 1,293,100 RM2.4m 0% 1.11%
0.15%
RHB Asset Management Sdn Bhd 516,100 RM939.3k 0% 0.07%
0.066%
BOS Wealth Management Malaysia Bhd. 230,700 RM419.9k 0% 0.25%
0.048%
SEI Investments Company 166,200 RM302.5k 0% no data
0.038%
Acadian Asset Management LLC 132,700 RM241.5k 0% no data
0.035%
Ka Gan 121,220 RM220.6k 0% no data
0.029%
Fidelity International Ltd 99,600 RM181.3k 0% no data
0.022%
Amanah Raya Investment Management Sdn Bhd 78,000 RM142.0k 0% 0.05%

Posted by Good123 > 2024-04-16 06:48 | Report Abuse

Key Information
KAWAN logo
Name: Kawan Food Berhad
Ticker: KAWAN
Exchange: KLSE
Founded: 1960
Industry: Packaged Foods and Meats
Sector: Food, Beverage & Tobacco
Market Cap: RM636.008m
Shares Outstanding: 349.45m
Website: https://www.kawanfood.com

Posted by Good123 > 2024-04-17 14:49 | Report Abuse

Kawan Food Berhad, a company specializing in frozen food, has shown remarkable growth due to several key factors:

1. **Product Quality and Range**: Kawan Food Berhad offers a wide array of high-quality Asian delicacies that appeal to a global market. Their commitment to authentic and affordable products has helped them establish a strong presence in the frozen food industry¹.

2. **Innovative Manufacturing**: The company operates out of a state-of-the-art factory in Pulau Indah, Klang, which allows for efficient production and innovation in their product lines¹.

3. **Market Expansion**: Kawan Food Berhad has been successful in expanding its geographical footprint. They have managed to penetrate new markets, including South America, contributing to their growth⁵.

4. **Consumer Preferences**: There has been a shift in consumer preference towards convenient and longer shelf-life food items, especially due to the Covid-19 pandemic. This trend has favored the demand for Kawan Food Berhad's frozen products⁴.

5. **Financial Management**: The company's financial strategies, including adjustments in selling prices and achieving greater economies of scale, have been pivotal in improving margins and sustaining growth³.

These factors combined have contributed to Kawan Food Berhad's continued growth in the competitive food industry.

$$$$$

Posted by Good123 > 2024-04-18 08:04 | Report Abuse

share buyback macam alibaba, tencent, etc :)

Wednesday, 17 Apr 2024
5:56PM
KAWAN 33,000 shares purchased into treasury
Tuesday, 16 Apr 2024
5:48PM
KAWAN 70,900 shares purchased into treasury
Monday, 15 Apr 2024
5:54PM
KAWAN 105,600 shares purchased into treasury
Friday, 12 Apr 2024
5:48PM
KAWAN 100,000 shares purchased into treasury
Tuesday, 9 Apr 2024
5:08PM
KAWAN 191,800 shares purchased into treasury
5:07PM
KAWAN 425,300 shares purchased into treasury
Monday, 8 Apr 2024
5:33PM
KAWAN 93,700 shares purchased into treasury
Friday, 5 Apr 2024
5:44PM
KAWAN 118,100 shares purchased into treasury
Thursday, 4 Apr 2024
5:44PM
KAWAN 50,600 shares purchased into treasury
Wednesday, 3 Apr 2024
5:40PM
KAWAN 103,900 shares purchased into treasury
Tuesday, 2 Apr 2024
5:43PM
KAWAN 59,000 shares purchased into treasury

Posted by Good123 > 2024-04-18 08:05 | Report Abuse

increase share buyback + dividend payout = share price UP....

Posted by Good123 > 2024-04-19 16:28 | Report Abuse

Let’s explore why wars might have a positive impact on Kawan Food’s products, the frozen food manufacturer:

Shift in Consumer Habits:
During wars or crises, consumer habits often change.
The popularity of frozen food tends to increase as people seek convenient, long-lasting options.
Kawan Food’s products, including roti, paratha, and spring rolls, fall into this category.
Robust Demand:
Despite disruptions to production facilities during the Covid-19 pandemic, Kawan Food experienced strong demand.
Orders were not canceled, and the company even increased its market share in the domestic market.
Before the pandemic, Kawan Food held about 60% of the domestic market share.
Backlog of Orders:
Temporary closures and workforce restrictions led to a backlog of orders from both local and overseas customers.
Kawan Food’s utilization rate is expected to rise as it resumes production at full capacity.
New Products and Export Markets:
Kawan Food’s growth prospects lie in new products and export markets.
South America, its newest overseas market, is expected to contribute positively.
The company’s ability to secure new workers and increase headcount will boost production.
Embracing Industry Revolution 4.0:
Kawan Food is adopting digitization and efficiency-enhancing projects.
These initiatives reduce wastage, improve production efficiency, and lessen reliance on manpower.
In summary, wars indirectly drive demand for Kawan Food’s frozen products due to changing consumer habits, leading to a positive outlook for the company. 🌟🍽️🚀

Posted by Good123 > 2024-04-24 08:13 | Report Abuse

$$$ https://sg.finance.yahoo.com/news/kawan-food-berhads-klse-kawan-033057456.html?client_hour_clock=24&clientlang=2

Posted by Good123 > 2024-04-24 08:13 | Report Abuse

Kawan Food Berhad's (KLSE:KAWAN) investors will be pleased with their 28% return over the last five years
Thu, 18 April 2024

Posted by RedOreo > 2024-04-24 15:24 | Report Abuse

Beli kawan, makan roti canai

Posted by Good123 > 2024-04-29 11:19 | Report Abuse

many saw the potential of kawan, touched 1.91 just now.... on the way back to RM2+++

Posted by Good123 > 2024-04-29 14:44 | Report Abuse

share buyback, powerful, rm2++ not hard hehe

Posted by Good123 > 2024-04-29 14:44 | Report Abuse

retailers saw the potential of kawan.... RM2++ coming

Posted by Good123 > 2024-04-29 14:45 | Report Abuse

1.9+ reached this morning.... RM2+ next hehe

Posted by Good123 > 2024-04-29 15:20 | Report Abuse

MAYBE MAU PRIVATISE MACAM MAMEE DULU ATAUPUN TAKEOVER OFFER MACAM OLDTOWN COFFEE... BOLEH KAYA JIKA BERLAKU ANYTIME

Posted by Good123 > 2024-04-29 15:38 | Report Abuse

SYARIAH STOK JUGA

Member of Indices Consumer Products & Services
ISINMYL7216OO004Stock ExchangeBMListed OnMain MarketSectorConsumer Products & ServicesSub-SectorFood & BeveragesCurrencyMYRShares Per Lot100Share Issued363.486mPar Value-Paid Up Cap0.000Market Cap676.085mEntitlement-SyariahYes

Posted by Good123 > 2024-04-30 16:05 | Report Abuse

Like mamee, munchy, oldtown, etc very likely

Posted by Good123 > 2024-04-30 19:38 | Report Abuse

Kawan, kawanku hehe up lagi 1.88 kini terindah

Posted by Good123 > 2024-05-02 09:02 | Report Abuse

Syer Buy back lagi? ;)

Circular/Notice to Shareholders
KAWAN FOOD BERHAD

Subject PART A - CIRCULAR TO SHAREHOLDERS IN RELATION TO PROPOSED RENEWAL OF SHAREHOLDERS' MANDATE FOR RECURRENT RELATED PARTY TRANSACTIONS OF A REVENUE OR TRADING NATURE; AND PART B - STATEMENT TO SHAREHOLDERS IN RELATION TO PROPOSED RENEWAL OF AUTHORITY FOR THE COMPANY TO PURCHASE ITS OWN ORDINARY SHARES.


Please refer attachment below.

Attachments
KAWAN FOOD BERHAD - CIRCULAR AND STATEMENT TO SHAREHOLDERS.pdf
661.5 kB

Announcement Info
Company Name KAWAN FOOD BERHAD
Stock Name KAWAN
Date Announced 30 Apr 2024
Category Document Submission
Reference Number DCS-30042024-00227

Posted by Good123 > 2024-05-02 09:03 | Report Abuse

Buy back more shares, nanti privatise, lagi senang... Kurang syer

Posted by Good123 > 2024-05-02 13:37 | Report Abuse

kalau privatise, dll Rm1bil++ macam oldtown, etc pun syiok kan? hahaha

7216 KAWANKAWAN FOOD BHD Detailed Status Active. Member of Indices Consumer Products & Services
ISINMYL7216OO004Stock ExchangeBMListed OnMain MarketSectorConsumer Products & ServicesSub-SectorFood & BeveragesCurrencyMYRShares Per Lot100Share Issued363.486mPar Value-Paid Up Cap0.000Market Cap686.989m

Posted by Good123 > 2024-05-02 13:37 | Report Abuse

up 1.89 kini

Posted by Good123 > 2024-05-02 13:41 | Report Abuse

downside risk limited, upside return unlimited haha

Posted by Good123 > 2024-05-03 08:27 | Report Abuse

Kawan, the new king 👑hehe

CONSUMER Sector (KingKKK): Top Beneficiary of 13% Pay Bump for Government Workers?

Posted by Good123 > 2024-05-03 09:18 | Report Abuse

gaji pekerja sektor awam naik, permintaan produk kawan naik, harga syer naik juga terbaik hehe

Posted by Good123 > 2024-05-10 15:13 | Report Abuse

wow, suddenly rebound 1.8 & above now cantik

Posted by Good123 > 2024-05-14 09:54 | Report Abuse

Accumulate b4 it continues to surge ya

Posted by Good123 > 2024-05-14 12:19 | Report Abuse

Global web icon
Malay Mail
https://www.malaymail.com/news/malaysia/2023/02/09/...
Where is teh tarik and roti canai most expensive in Malaysia?
WebRoti canai. Advertisement. This flatbread dish served among others with curry is synonymous with Indian-Muslim eateries called mamak, which are frequented by …

EXPLORE FURTHER
Global web icon
6 Best Places To Get Roti Canai In KL & Selangor 2023
havehalalwilltravel.com
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10 Best Roti Canai Spots You Must Try In KL & Selangor (2023 …
klfoodie.com
Recommended to you based on what's popular • Feedback
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Prestige Online
https://www.prestigeonline.com/my/lifestyle/wine...
Malaysia's ‘roti canai’ is the best street food in the world
WebMalaysian ‘roti canai’ named the best street food in the world. In Malaysia, there is nothing quite like roti canai that unites the nation. As a breakfast staple in our youth to late-night …

EXPLORE FURTHER
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10 must-try roti canai places in KL for the best breakfast of …
sethlui.com
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Best roti canai in KL - Time Out Kuala Lumpur

Posted by Good123 > 2024-05-14 12:20 | Report Abuse

Kawan's frozen roti canai would boom....etc

Global web icon
Lowyat.NET

Rakyat so poor eat roti canai for lunch - Lowyat.NET
WebMore people seem to be turning to roti canai for lunch, especially in the city centre here, says a restaurant operators association.Johor Indian Muslim Entrepreneurs Association secretary Hussein Ibrahim said 24-hour eateries or mamak restaurants used to only serve roti canai …

Posted by Good123 > 2024-05-14 12:21 | Report Abuse

It’s interesting that more people are turning to roti canai for lunch, especially in the city center of Johor Baru. According to the Johor Indian Muslim Entrepreneurs Association, 24-hour eateries or mamak restaurants used to serve roti canai only for breakfast, but now they’re serving it round the clock due to rising demand. Customers find flatbread more affordable than mixed rice dishes, with prices around RM1.20 to RM1.50 per piece. Some even order roti canai for dinner! However, it’s essential to maintain a balanced diet and exercise to prevent health issues1. If you’re curious about how to enjoy your roti canai, here’s a suggestion: tear it into bite-sized pieces, soak it in curries, add some sugar, and pair it with a glass of hot, thick teh tarik

Posted by Good123 > 2024-05-14 12:23 | Report Abuse

it is booming hehe

https://www.scmp.com/magazines/style/leisure/article/3052878/what-roti-canai-and-why-cant-people-southeast-asia-get

Posted by Good123 > 2024-05-14 15:21 | Report Abuse

workers are poorer due to inflation... more n more workers or family buy frozen foods to heat up for breakfast, lunch and dinner.... accumulate some kawan shares for growth, etc

Posted by Good123 > 2024-05-16 23:46 | Report Abuse

Up esok most likely

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2024

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2024
31 Mar 2023
31 Mar 2024
31 Mar 2023
$$'000
$$'000
$$'000
$$'000
1 Revenue
80,642
73,695
80,642
73,695
2 Profit/(loss) before tax
11,221
9,143
11,221
9,143
3 Profit/(loss) for the period
9,224
7,878
9,224
7,878
4 Profit/(loss) attributable to ordinary equity holders of the parent
9,224
7,878
9,224
7,878
5 Basic earnings/(loss) per share (Subunit)
2.54
2.17
2.54
2.17
6 Proposed/Declared dividend per share (Subunit)
4.20
3.60
4.20
3.60


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1100
1.0800

Posted by Good123 > 2024-05-17 11:46 | Report Abuse

terus memerhati... peluang masih ada... dulu sentiasa RM2 & ke atas

Posted by curiousq > 2024-05-17 16:00 | Report Abuse

announced good result but cannot .... actually unloading 😣

Posted by Good123 > 2024-05-17 16:16 | Report Abuse

Thursday, 16 May 2024
6:08PM
KAWAN 1Q net profit 9.224 million (increased 17.09%)
Tuesday, 14 May 2024
6:08PM
KAWAN 282,700 shares purchased into treasury
Monday, 13 May 2024
7:16PM
KAWAN 225,000 shares purchased into treasury
Friday, 10 May 2024
5:40PM
KAWAN 111,300 shares purchased into treasury

Posted by Good123 > 2024-05-20 14:32 | Report Abuse

Rm2+++ maybank inv


KAWAN FOOD BHD: (KFB MK, CP: MYR1.79, Not Rated) Off to a good start in FY24
Maybank IBG Retail Research

Kawan Food’s 1Q24 PAT grew 17% YoY to MYR9.2m. Excluding net exceptional loss of MYR2.4m, its 1Q24 core PAT grew 45% YoY to MYR11.6m. Recall that the group also booked in net exceptional loss (mainly provision of slow moving inventories) of MYR0.1m a year ago. This met 32% of consensus earnings estimate. No dividend was declared for the quarter.

In 1Q24, revenue grew 9% YoY thanks to rising demand from North America (+22.5% YoY) and Malaysia (+15.6% YoY), which accounted for 25% and 50% of 1Q24 revenue respectively. Meanwhile, GP margin expanded by 2.7ppts to 28.7% (1Q23: 26%) due to lower operating costs.

The strong 1Q24 results will help to justify the street’s expectation of a 19.3% 3-year EPS CAGR for FY20-23. Outlook wise, although inflationary pressure on production cost remains a concern, our analyst expects the added disposable income from financial support measures (eg. EPF account 3 withdrawals and the salary increase for civil service) should help buffer the negative impact.

Brokers are positively biased on the stock with one Buy and two Holds. The mean target price is MYR2.04. At current price, the stock is trading at 17.1x FY24E consensus EPS of 10.5sen, which is lower than its 3-year historical average PER of 20.8x. The group has a healthy balance sheet. Its net cash stood at MYR111.1m at end-Mar 2024, approximately 17.8% its market capitalisation.

Posted by Good123 > 2024-05-20 14:33 | Report Abuse

$$$$$

Brokers are positively biased on the stock with one Buy and two Holds. The mean target price is MYR2.04. At current price, the stock is trading at 17.1x FY24E consensus EPS of 10.5sen, which is lower than its 3-year historical average PER of 20.8x. The group has a healthy balance sheet. Its net cash stood at MYR111.1m at end-Mar 2024, approximately 17.8% its market capitalisation.

Posted by Good123 > 2024-05-23 09:08 | Report Abuse

Syer Kawan untukmu??? Jualan& untung UP... Semoga Lebih kaya ya

Posted by curiousq > 2024-05-23 10:39 | Report Abuse

announced good result but price cannot .... 😣

Posted by Najib Zamry > 2024-05-25 23:19 | Report Abuse

Closed one eye and buy at this level

Posted by RedOreo > 2 months ago | Report Abuse

no worries la, as long no red no problem

Posted by Good123 > 2 months ago | Report Abuse

Good value buy now sebelum terlambat

Posted by RedOreo > 2 months ago | Report Abuse

value is always there... buy & hold

Posted by SwingSOS > 2 months ago | Report Abuse

share buyback, q2 result should be good

Posted by RedOreo > 1 month ago | Report Abuse

follow sharebuyback!

Posted by goldmanbull > 1 month ago | Report Abuse

Can Kawan?

Posted by RedOreo > 3 weeks ago | Report Abuse

kawan everytime pun boleh

Posted by Good123 > 6 days ago | Report Abuse

Kawan Food Berhad could be a strong potential player in a tough market due to several factors related to its product offerings and market positioning:

### 1. **Affordability**
- **Cost-Effective Products**: Kawan Food Berhad’s products are positioned as affordable, making them accessible to a broad consumer base, especially during economic downturns when people are more price-sensitive.
- **Value for Money**: Offering good value for money can help attract and retain customers looking to manage their budgets without compromising on quality.

### 2. **Essential Food Products**
- **Staple Items**: The company’s range of products, such as frozen foods and ready-to-eat items, includes essential and convenient food options that are consistently in demand.
- **Convenience**: In a tough market, consumers often prioritize convenience. Kawan Food’s ready-to-cook and frozen products cater to this need.

### 3. **Wide Market Appeal**
- **Diverse Product Range**: Kawan Food offers a diverse product range that appeals to different demographics, including families, working professionals, and budget-conscious consumers.
- **Accessibility**: The products are widely available in various retail outlets, making it easy for consumers to purchase them.

### 4. **Strong Brand Presence**
- **Established Brand**: Kawan Food Berhad has an established brand presence in the market, which can help in maintaining customer loyalty and trust during challenging economic times.
- **Reputation for Quality**: A reputation for quality and reliability can enhance consumer confidence, even in a tough market.

### 5. **Strategic Pricing**
- **Competitive Pricing Strategy**: By maintaining competitive pricing, Kawan Food Berhad can attract price-sensitive consumers and potentially capture a larger market share.
- **Promotions and Discounts**: The company may offer promotions or discounts to further appeal to budget-conscious consumers and increase sales volume.

### 6. **Adaptability and Innovation**
- **Product Innovation**: Kawan Food’s ability to innovate and adapt its product offerings to meet changing consumer preferences and market trends can enhance its competitive edge.
- **Responsive to Market Needs**: Being responsive to shifts in consumer demand, such as an increased focus on health or convenience, can position the company favorably.

### 7. **Global Expansion Potential**
- **Export Opportunities**: There may be opportunities for Kawan Food Berhad to expand its market reach beyond domestic borders, leveraging its affordable product range to tap into international markets.

### Conclusion
Kawan Food Berhad’s potential during a tough market is supported by its affordable product offerings, essential food items, wide market appeal, strong brand presence, competitive pricing, adaptability, and possible global expansion opportunities. These factors collectively contribute to its ability to thrive in challenging economic conditions.

Posted by Good123 > 6 days ago | Report Abuse

Kawan Food Berhad’s rising profitability can be attributed to several key factors:

### 1. **Strong Demand for Affordable Food Products**
- **Price Sensitivity**: During economic downturns, consumers tend to prioritize cost-effective options. Kawan Food’s affordable range meets this demand, increasing sales volume and profitability.
- **Essential Goods**: Offering staple and convenience foods that are consistently in demand helps maintain steady revenue streams.

### 2. **Operational Efficiency**
- **Cost Management**: Effective cost management and operational efficiencies contribute to higher margins. This includes optimizing production processes and managing supply chain costs.
- **Economies of Scale**: As production scales up, Kawan Food benefits from economies of scale, reducing the per-unit cost of production and improving profitability.

### 3. **Product Diversification**
- **Wide Product Range**: A diverse product portfolio allows Kawan Food to cater to different consumer preferences and market segments, enhancing revenue potential and reducing dependency on a single product line.
- **Innovation**: Continuous product innovation and introduction of new offerings help capture consumer interest and drive sales growth.

### 4. **Effective Pricing Strategy**
- **Competitive Pricing**: Maintaining competitive pricing while ensuring good value for money attracts a larger customer base and boosts sales.
- **Promotions and Discounts**: Strategic use of promotions and discounts can drive higher sales volume and improve profitability.

### 5. **Market Expansion**
- **Domestic Growth**: Expanding distribution channels and increasing market penetration within the domestic market can lead to higher sales and profitability.
- **International Expansion**: Entering new international markets provides opportunities for revenue growth and diversification.

### 6. **Brand Strength and Customer Loyalty**
- **Established Brand**: Kawan Food’s established brand and reputation for quality enhance customer loyalty and repeat purchases.
- **Customer Trust**: Consistent quality and reliability build trust, leading to sustained consumer demand.

### 7. **Operational Investments**
- **Technology and Automation**: Investments in technology and automation improve production efficiency and reduce costs, contributing to higher profit margins.
- **Infrastructure Upgrades**: Upgrading facilities and infrastructure enhances production capacity and operational efficiency.

### 8. **Strategic Partnerships and Supply Chain Management**
- **Supplier Relationships**: Strong relationships with suppliers and effective supply chain management help control costs and ensure timely availability of raw materials.
- **Partnerships**: Strategic partnerships and collaborations can enhance market reach and operational capabilities.

### 9. **Positive Market Trends**
- **Growing Demand for Convenience Foods**: Increased consumer preference for convenience foods and ready-to-cook items aligns with Kawan Food’s product offerings.
- **Health and Wellness Trends**: Adapting to trends such as healthier eating options can attract new customer segments and boost sales.

### 10. **Financial Management**
- **Revenue Growth**: Steady revenue growth from increased sales and market expansion supports rising profitability.
- **Cost Control**: Effective financial management and cost control measures contribute to improved profit margins.

### Conclusion
Kawan Food Berhad’s rising profitability is driven by strong demand for affordable food products, operational efficiency, product diversification, effective pricing strategies, market expansion, brand strength, and strategic investments. By leveraging these factors, the company successfully enhances its financial performance and profitability.