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 > 5 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 > 5 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.