Posted by 熊凯钰 > 2017-10-17 10:36 | Report Abuse

what happen to this counter?

Posted by newz88 > 2017-10-17 10:53 | Report Abuse

oh wow.. dropping to below 3??

Posted by shpg22 > 2017-10-21 00:23 | Report Abuse

Still ridiculously expensive. Should be worth not more than 1.50. Maintained STRONG SELL.

Posted by monkeyinvestor > 2017-10-22 20:23 | Report Abuse

bye bye i gonna buy it no matter what!

Posted by goldenluck16 > 2017-10-25 20:43 | Report Abuse

Another round of selling by fund manager

Posted by newz88 > 2017-10-27 13:41 | Report Abuse

Kawan sudah mula Lawan! Up Up Up!

Posted by BlackWhite > 2017-12-10 11:19 | Report Abuse

Well price dropped 40% pe would drop too, good buy if below 3

Posted by Mohd Fahmi Bin Jaes > 2017-12-10 11:21 |

Post removed.Why?

Posted by newz88 > 2017-12-18 09:46 | Report Abuse

I think Kawan is making new investments, and diversifying business, do you guys think it will go up soon?

Posted by BlackWhite > 2017-12-27 10:15 | Report Abuse

Good buy to keep since iPhone X not selling well so our electronic stocks darling will fall

Posted by Roland De Cruz > 2018-02-27 11:59 | Report Abuse

Anyone think they are underpriced?

Posted by Neut_ron1 > 2018-06-17 01:40 | Report Abuse

In share market ppl buy on future earning ;) does kawan got it?

Posted by mbge7clt > 2018-06-18 16:26 | Report Abuse

why suddenly up?

Posted by apolloang > 2018-06-18 16:30 | Report Abuse

so low volume u also can push it up if u want.....hahaha

Posted by sincerelysharing > 2018-06-18 22:48 | Report Abuse

shpg22 if u feel kawan fair price only worth 0.85, then u should short sell kawan from now. But i willing to take all ur short selling shares at tis level. Immature comment, really misleading.

Posted by mbge7clt > 2018-06-18 22:51 | Report Abuse

what's cooking for kawan?

Posted by vcheekeong > 2018-06-21 17:29 | Report Abuse

P E Kawan ?

Posted by monkeyinvestor > 2018-06-28 10:11 | Report Abuse

tis stock not qualify to short la!

Posted by sincerelysharing > 2018-07-03 22:53 | Report Abuse

monkeyinvestor, kawan is qualify for IDSS la....

Posted by Sammi168 > 2018-07-13 17:47 | Report Abuse

Why this share dropped from $3.30 to 2.20?

Posted by 750023336 > 2018-07-17 20:54 | Report Abuse

https://www.facebook.com/fatainvesting/posts/2101283453447857

Kawan Food new plant with 3x capacity started operating in July 2018, management aim to achieve full utilization in 3 years

Posted by sleang > 2018-08-23 10:48 | Report Abuse

good sign, improving QoQ, hopefully the migration to new factory & the utilisation will soon be higher :)

Posted by sleang > 2018-08-23 22:23 | Report Abuse

interesting findings,
for the past 3yrs 8mths, the stock only traded $2.3 and below for about 30% of the time (all adjusted for div/bonus), that is without new factory capacity.
Today, it closed at 2.30, with new factory started being used, not to mention the QoQ results improved over Q1, lets see if there's opportunity to collect lower :)

Posted by BlackWhite > 2018-08-27 15:38 | Report Abuse

Drop some more good brother help lah

Posted by BlackWhite > 2018-09-06 10:55 | Report Abuse

Drop drop

Posted by villa1668 > 2018-09-26 18:08 | Report Abuse

Tried the roti canai before, the taste not nice.

Posted by GRACE1966 > 2018-09-28 19:53 | Report Abuse

Add red bean very sedap.

Posted by villa1668 > 2018-10-09 21:02 | Report Abuse

Outside roti canai better than Kawan, kuah very important

Posted by BlackWhite > 2018-11-18 14:57 | Report Abuse

Now drop until no eye see

Posted by BlackWhite > 2018-11-18 14:58 | Report Abuse

Better drop some more for everybody benefit

Posted by sincerelysharing > 2018-12-11 23:05 | Report Abuse

https://www.thestar.com.my/business/business-news/2018/12/10/cimb-research-retains-kawan-food-target-price-of-rm3pt02/

Posted by monkeyinvestor > 2018-12-12 00:05 | Report Abuse

avg down !

Posted by monkeyinvestor > 2018-12-12 15:36 | Report Abuse

buy buy call now!

Posted by commonsense > 2018-12-23 09:56 | Report Abuse

The new plant in Pulau Indah has been completed which is expected to boost the paratha production by 3-fold and freezing capacity by 5x. However, it is still not sure if the plant will be able to run at a high utilisation rate as the demand from some of its main market has seen negative growth in particular North America market where 9m18 sales was down by 17% compared to last year. Malaysia, Asia and Europe markets on the other hand saw their combine sales increase by 5% during the same period. Even with the growth from these 3 markets the overall sales of the group actually saw a small decline of 2%.

But the more worrying issue lies on the compression of Kawan’s profit margin. 9m18 PBT margin fell to 13.5% vs FY17 margin of 18.3%. If the Pulau Indah plant could not operate at a high enough utilisation rate, investors need to be prepared for a further drop to the group’s profit margin.

That being said the group has a very strong balance sheet. As of sept 18 the group is still in a net cash position of RM19.8 mil. This will provide the group with some support when trying to manoeuvre out of the current challenging period.

At the current price, Kawan is currently trading at a valuation of 30x PE which is really high considering that the group might face difficulties in delivering profit growth to its investors. Kawan had only managed to deliver a profit of RM17.2mil in 9m18 compared to the RM23.2 mil achieved in 9m17. This represent a drop of profit of more than 25%.

If you are looking to diversify your portfolio outside of Kawan Food (due to the perceive weaker market outlook), I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 5.5x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.5x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

For FY19 growth will be driven by the still high demand of new Myvi and the launch of the new SUV in 1Q19 and also the new Alza in 2H19.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. Most analysts have a TP of above RM3 for the company with Hong Leong being the lowest at RM3.13 and Maybank the highest at RM4.18.

Good luck.

Posted by D_investor > 2018-12-30 11:39 | Report Abuse

Good sharing @commonsense, especially on providing counter perspective on the capacity expansion by Kawan Food Berhad. As an investor, i believe we need to sieve through various sources of information, while remaining rational and not biased.

Here's a link to a summary report on Kawan Food Berhad (https://mcoremart.com/index.php/product/kawan-food-berhad-kl-7216-summary-report/). It provides summarized version of alternative perspective on Kawan Food Berhad and considers the downside of the capacity expansion.

Have a good read and happy investing!

Posted by RainT > 2019-01-17 19:00 | Report Abuse

time to be hunter ?

Posted by bose00 > 2019-07-03 16:17 | Report Abuse

can enter now ? Any opinion..

Posted by TrueInvestor90 > 2019-07-04 13:01 | Report Abuse

ENTER

Posted by bose00 > 2019-07-04 14:27 | Report Abuse

yup entered. Thanks

Posted by CaptainVeryKeng > 2019-07-04 14:29 | Report Abuse

Good choice

Posted by CaptainVeryKeng > 2019-07-04 14:30 | Report Abuse

WHt is your entering price?

Posted by value88 > 2019-07-04 15:04 | Report Abuse

What happens to Kawan ? It's stock suddenly surges today..
The directors have been buying in open market. Hmm...they must know what we do not know.
Kawan's new plant is ready but it will take some times for utilisation rate to go up. Probably, the new plant receive some big orders and the directors see bright prospect.

Posted by TrueInvestor90 > 2019-07-10 15:47 | Report Abuse

all the best who enter early :)

Posted by monkeyinvestor > 2019-07-11 02:11 | Report Abuse

1.38

Posted by YLR33 > 2019-07-11 06:47 | Report Abuse

Good, will load more

Posted by YLR33 > 2019-07-11 06:47 | Report Abuse

Aiya, why up so fast

Posted by k6ii > 2019-07-11 09:36 | Report Abuse

wow...Ini Kawan kita ke?

Posted by Fabien "The Efficient Capital Allocater" > 2019-08-02 14:13 | Report Abuse

Bought some Kawan. Resilient business

Posted by No right Nor wrong Only to Win > 2019-08-06 15:02 | Report Abuse

monkeyinvestor,

Kawan 今天触碰
之前历史底点1.27
很快又 弹了上去

今天的表现不错
又让我 加kawan 多一分。

Posted by RainT > 2019-08-14 15:30 | Report Abuse

Timothy Tan Heng Han is the son in law of Gan Thiam Chai

Young, handsome and smart

KAWAN FOOD will have bright prospect