Posted by Good123 > 2022-05-25 17:54 | Report Abuse

Commentary on the prospect




As the Malaysia’s economy is keeping its solid momentum, assisted by the transition to the Endemic phase of Covid-
19, the Group has observed an encouraging rebound in export sales and uptrend sales in modern trade and HORECA.
Ongoing raw material costs hike mainly due to the volatile global markets leads to the higher commodity price, the
Group has initiated the hedging to key raw materials price that significantly mitigating the risk of margin erosion.
The Group will continue to remain competitive and seek opportunities to grow its business. Despite the challenges on
higher raw material prices, with the cash reserves that allow the Group to capitalise on suitable M&A opportunities, that
will adequately support the expansion plans moving forward.
The Group is expecting the issue of labor shortage to be resolved in Q2 by increasing the workforce capacity in 2022 in
line with government policies. This in turn has provided the opportunity to generate higher revenue while at the same
time would be able to drive the readiness to launch more new healthy food products such as plant-based meals.
The Group continuously focuses in ensuring the operational efficiencies and cost optimization in our business. Adding
to that, the implementation of Industry 4.0 in strategic phases has notably enhanced the production of output and
manufacturing capability.

Posted by Good123 > 2022-05-25 21:13 | Report Abuse

Baguslah :)

2022-05-25

Insider

MR GAN THIAM CHAI (a substantial shareholder) acquired 6,600 shares on 23-May-2022.

2022-05-25

Insider

MR GAN THIAM CHAI (a substantial shareholder) acquired 6,600 shares on 23-May-2022.

2022-05-25

Insider

MR GAN THIAM CHAI (a company director) acquired 6,600 shares on 23-May-2022.

2022-05-24

Announcement

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Dealings During Closed Period

2022-05-24

Posted by Good123 > 2022-05-31 09:21 | Report Abuse

Macam mau naik lagi :)

Market Depth
Best Buy
Position

Price

Volume

Orders

1

1.66

16,000

4

2

1.65

31,700

8

3

1.64

34,000

4

4

1.63

26,000

4

5

1.62

2,000

1

Best Sell
Position

Price

Volume

Orders

1

1.69

23,100

3

2

1.70

4,000

1

3

1.76

8,000

3

4

1.77

2,000

1

Posted by Good123 > 2022-05-31 09:22 | Report Abuse

Insiders beli berterusan :)

2022-05-30

Announcement

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Dealings Outside Closed Period

2022-05-30

Insider

MR GAN THIAM CHAI (a substantial shareholder) acquired 50,000 shares on 26-May-2022.

2022-05-30

Insider

MR GAN THIAM CHAI (a company director) acquired 50,000 shares on 26-May-2022.

2022-05-27

Posted by wallstreetrookie > 2022-08-10 14:31 | Report Abuse

Recession means people will eat fast food (refrigerated/frozen food).
Kawan Food will do well in the next quarter

Posted by wallstreetrookie > 2022-08-12 14:09 | Report Abuse

Reloaded again

Posted by wallstreetrookie > 2022-08-20 22:38 | Report Abuse

Still no analyst coverage = STRONG BUY

Posted by wallstreetrookie > 2022-08-20 22:39 | Report Abuse

I cannot say too much but their quarterly result looks promising

Posted by investortrader88 > 2022-08-23 09:16 | Report Abuse

https://www.theedgemarkets.com/article/kawan-food-2q-net-profit-rises-higher-sales-local-exports-markets

Posted by wallstreetrookie > 2022-08-25 20:48 | Report Abuse

Buy

Posted by wallstreetrookie > 2022-08-25 20:48 | Report Abuse

Who cares about him. If a company reports good earnings, well then just hold it

Posted by wallstreetrookie > 2022-08-25 20:48 | Report Abuse

Capital Dynamics will buy more Kawan shares you wanna wait for them to pump the price up before buying

Posted by wallstreetrookie > 2022-08-25 20:49 | Report Abuse

Buy side analysts LOVE this stock.

Posted by wallstreetrookie > 2022-08-25 20:51 | Report Abuse

Kawan Food Catalysts
1. Drop in raw material cost - palm oil price has been dropping since Q2 2022
2. Recession-proof industry - poor people will eat more frozen food instead of fresh food to save costs
3. Their Roti Canai seriously tastes delicious
4. Acquisition target of major F&B players like Nestle Malaysia
5. Good MGMT. MR GAN THIAM CHAI is a smart businessman.

Posted by wallstreetrookie > 2022-08-30 23:34 | Report Abuse

Capital Dynamics will buy Kawan Food. Just wait

Posted by wallstreetrookie > 2022-08-30 23:34 | Report Abuse

They either missed the boat or they all in already

Posted by wallstreetrookie > 2022-09-10 08:30 | Report Abuse

Kawan Food is one of the few stocks analysts should go overweight on. Price target upgrade to RM3.50 based on reverse DCF analysis. Dumb sell side analysts trying to predict cash flow will fail. No need to use complex revenue forecasting model
I am using a different valuation method. I believe that Kawan Food at RM2.24 still presents the best opportunity from a risk-reward perspective.

Long term, based on bull case, we think that Kawan Food will be the No 1 player in the Malaysian Food & Beverages. Management provided very good guidance for the next few quarters forward. I won't sell Kawan Food yet.

Posted by investortrader88 > 2022-09-14 15:54 | Report Abuse

https://www.theedgemarkets.com/article/diversification-plan-cards-kawan-food

Posted by Srsm Trader > 2022-09-21 16:31 | Report Abuse

strong stock but no publicity.

Posted by wallstreetrookie > 2022-09-23 09:24 | Report Abuse

Good morning

Posted by wallstreetrookie > 2022-09-23 10:20 | Report Abuse

Easy to forecast their future earnings. When economy is not doing good, people become poor. So they eat more fast food and frozen food.
Which company is leading in frozen food in Malaysia?

That’s right. It’s Kawan Food
Buy

Posted by wallstreetrookie > 2022-09-23 17:09 | Report Abuse

Kawan Food is the only stock that didn’t drop when the whole market crashed in 2007 and 2008. Just look at the chart. We continue to like Kawan Food for their profitability, resilient customer base

Posted by wallstreetrookie > 2022-09-23 17:10 | Report Abuse

Kawan Food will be acquired by a major F&B player if market does not support its valuation. We still think it’s highly likely

Posted by investortrader88 > 2022-09-23 19:32 | Report Abuse

RHB 20 Jewels 2022 Edition


Aemulus Holdings
Bonia Corporation
CJ Century Logistics Holdings
Coastal Contracts
Dayang Enterprise Holdings
Dufu Technology Corp
Homeritz Corporation
Kawan Food
Kumpulan Fima
KKB Engineering
Nova Wellness Group
Optimax Holdings
Samchem Holdings
Sedania Innovator
Supercomnet Technologies
Texchem Resources
Tune Protect Group
Unimech Group
VSTECS
YBS International

Posted by investortrader88 > 2022-09-23 19:35 | Report Abuse

KUALA LUMPUR (April 21): Convenience food manufacturer Kawan Food Bhd is buying five parcels of land measuring 7.08 acres in Shah Alam, Selangor for a total of RM50.46 million, as part of its expansion plans.

Kawan Food said it intends to build a second manufacturing facility for its operations on the proposed site. It plans to expand its cold room facility to include a warehouse and cold chain distribution for in-house and external products, equipped with new technology such as robotic automated warehouse to cater for frozen, chilled and ambient food products.

"This would enable Kawan Food to explore new ideas and growing product diversity for new markets. Also, with the strategic location in Shah Alam, there is potential reduction in logistic cost for deliveries in local market," it said in a bourse filing on Thursday (April 21).

Kawan Food's wholly-owned subsidiary Kawan Food Manufacturing Sdn Bhd (KFMSB) has entered into a sale and purchase agreement with RGP Warehouse Solutions Sdn Bhd to buy three parcels of land totalling 4.07 acres for RM28.94 million or RM163.199 per sq ft. KFMSB is also in the process of acquiring another two parcels of land totalling 3.01 acres from Perbadanan Kemajuan Negeri Selangor (PKNS) for RM21.52 million.

The group said it will finance the land acquisition through internal funds and/or external borrowings.

"The acquisition is in line with Kawan Food's corporate strategy of expanding and growing its operations, and diversification, as well as exploring and developing new segments of the industry, manufacturing a variety of products including plant-based products, etc, in chilled ambience, aside from frozen food. This business strategy will provide an opportunity for Kawan Food to create greater economic value and increase the earnings potential of the group," it added.

Barring any unforeseen circumstances, the land acquisition is expected to be completed by the last quarter of 2022. The acquisition is not expected to have any material effect on the group's gearing for the financial year ending Dec 31, 2022.

Posted by wallstreetrookie > 2022-09-24 13:48 | Report Abuse

Yep

Posted by wallstreetrookie > 2022-09-24 13:49 | Report Abuse

Land acquisition is nothing. The key factor is their resilient customer base.

Posted by wallstreetrookie > 2022-09-28 15:45 | Report Abuse

Buy side have nothing else to buy except F&B companies

Posted by wallstreetrookie > 2022-10-10 12:54 | Report Abuse

Kawan Food Catalysts
1. Drop in raw material cost - palm oil price has been dropping since Q2 2022
2. Recession-proof industry - poor people will eat more frozen food instead of fresh food to save costs
3. Their Roti Canai seriously tastes delicious
4. Acquisition target of major F&B players like Nestle Malaysia

Posted by wallstreetrookie > 2022-10-10 13:06 | Report Abuse

Etiqa fund manager is one of the top institutional buyer

Posted by chon99 > 2022-10-10 13:23 | Report Abuse

https://www.businesstoday.com.my/2022/10/08/budget-2023-stengthens-the-national-food-security-agenda/

Posted by chon99 > 2022-10-10 13:28 | Report Abuse

Take a look at BUSINESS TODAY's comments on the Budget 2023.

You will then know how important is food industries to Malaysia.

Incidentally, Kawan Food is one of the food industries.

Posted by chon99 > 2022-10-10 14:03 | Report Abuse

Yammy ! Yammy ! Yammy !
Kawan. Kawan. Kawan

May Kawan Food sell like hot cakes.

May FOOD AND BEVERAGES become the THEME from now, thereafter, 2023 and beyond.

Posted by Tobby > 2022-10-10 14:18 | Report Abuse

Kawan has few good products that i like! Another is CP brand!

Posted by Tobby > 2022-10-10 14:20 | Report Abuse

What i like about CP brand is their fried rice variety! I keep few of them in the fridge! So convenient! Especially when my wifey not around and i have little rumble in the tummy, i just pop them in microwave and walla!

Posted by wallstreetrookie > 2022-10-11 10:15 | Report Abuse

The only stock I am buying the dip on if the market crashes this week

Posted by wallstreetrookie > 2022-10-11 10:15 | Report Abuse

100% recession proof

Posted by chon99 > 2022-10-11 20:35 | Report Abuse

QL Resources, a bigger capital food stock took the lead on the rise.

I actually don't like to mention about other stocks in this forum, but QL Resources is also considered as one of the food stocks.

I hope KAWAN FOOD will be the next one to rise and then followed by other smaller liners and then the food stocks become the "THEME" from now,
on, thereafter, 2023 and beyond.

Let's hope for the best.

Posted by wallstreetrookie > 2022-10-12 14:42 | Report Abuse

Buy on red

Posted by wallstreetrookie > 2022-10-12 14:56 | Report Abuse

Kawan Food remains the top pick for recession-proof companies

Posted by chon99 > 2022-10-13 11:19 | Report Abuse

KAWAN ,KAWAN ,KAWAN ,
Mari ,Mari, Mari

Kawan Food sangat sedap dan lazat .

Harga saham KAWAN pun dah ikut naik ! ! !

Posted by fruitcake > 2022-10-13 11:47 | Report Abuse

buy signal triggered. ride cautiously

Posted by chon99 > 2022-10-13 15:22 | Report Abuse

Good performance for Kawan Food even in this kind of weak market sentiment.

Keep it up ! ! !

Posted by wallstreetrookie > 2022-10-13 16:55 | Report Abuse

I have only found 4 similar companies listed on Bursa Malaysia which performs well even during the 2008 and 1990 Asian Financial Crisis

Posted by wallstreetrookie > 2022-10-13 16:58 | Report Abuse

Trust me, all the young people who waste their pocket money shopping at Mid Valley Megamall and One Utama will soon be eating frozen Kawan brand roti canai once the recession comes. Young people haven't felt it yet because of crypto mania last year.

Posted by wallstreetrookie > 2022-10-13 17:00 | Report Abuse

It will not be as bad as Asian Financial Crisis/2008, but it will be drag out for a long time. This is so bad for the economy but good for Kawan Food

Posted by Michael Kwok > 2022-10-13 17:11 | Report Abuse

Hedge some for inflation data.cpi above 8.3 percent a die.8.3 percent in line will fall 1.8-2.3 percent.below 7.8 percent will rally 2 percents.
But core inflation 6.5 percent as target.if both also very bad will fall for fews days in market around the world.

Posted by Michael Kwok > 2022-10-13 17:14 | Report Abuse

Above 13/10/22 5.15pm

Posted by chon99 > 2022-10-13 17:18 | Report Abuse

Hope the Budget 2023 Malaysia's emphasize on food security has a widespread positive effects on all food and beverages sectors inclusive of lower liners.

Posted by chon99 > 2022-10-14 07:14 | Report Abuse

KAWAN KAWAN KAWAN

Happy morning everyone.

Good news

Dow Jones up by more than 800 points yesterday.