Posted by davidvestor > 2014-09-11 12:44 | Report Abuse

prospect is not so good, Mas cost cutting will keep profit low for a long time to come, I think this stock is only for longer term player, forward profit likely to turn down for next few qtrs. to come. waiting for the impact from Mas to clear out first (big capacity cut).

Posted by chenkx > 2014-09-11 12:47 | Report Abuse

on 27/8/14, LTH owns 15% of Brahim

Posted by davidvestor > 2014-09-11 14:36 | Report Abuse

LTH 15% is losing money (big time) , bought b4 mas restructuring. if they sell who can take it...?

Posted by starstar2014 > 2014-09-11 15:14 | Report Abuse

There is unlikely to be compensation for any breach of MAS supply contracts. Alternative Way is Brahims sell BAC to MAS. No matter how, MAS still need brahims supply the food. profit will drop but affected is less. I think just 20-30%(maximum). However, Brahims still got other on-going business rather than halal Food. Keep for long term.. we will benefit....

Posted by davidvestor > 2014-09-11 16:13 | Report Abuse

it seems brahim has high fixed cost, going up quite a lot in the 2nd qtr, sales mix is already bad, it is getting worse under mas capacity cut..who know.. I see, it lacks catalyst for rerate for 2 yrs. I agreed it is viable business going forward..like SATs but short term going to be sort of painful.

Posted by madcow > 2014-09-12 09:31 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/09/12/Brahims-sees-positive-outcome-Airline-caterer-expects-to-keep-contract-with-MAS

Posted by zack_liza > 2014-09-12 09:38 | Report Abuse

time to buy at 1.30 and below.......no more bad news....TP still 1.60, next 1.80.....

Posted by madcow > 2014-09-12 09:48 | Report Abuse

don't mention about buying Brahims, many sifus here will come and give you a lesson and keep telling you 10 reason to sell Brahims

Posted by zack_liza > 2014-09-12 10:08 | Report Abuse

up to u..to me i just call to my follower....now at 1.27.. ada berani.... sure today come back at 1.30 and above...saper yang nak jual silakan...i will try support this counter...

Posted by madcow > 2014-09-12 10:21 | Report Abuse

ooooo,power, ada followers sekali ....pls ask them buy more, pls pls pls ...

Posted by user > 2014-09-12 14:56 | Report Abuse

Jangan bagi your followers ikat perut........ beli Brahims punya makanan pun tak mampu.....

Posted by davidvestor > 2014-09-12 16:08 | Report Abuse

The new terms of contract is likely to be less favourable to brahim, it is not only the contract, it is the capacity cut..how deep?.is go to impact brahim more. it is likely to range bound and not pay dividend, why buy now not later.

Posted by starstar2014 > 2014-09-12 16:10 | Report Abuse

madcow, Thanks for sharing... as what i said, no matter how Mas going, people still need to travel... and plane still need food. Brahims totally fufill their halal food request.
I believe Mas will continue contract with Brahims but might revised the food price. looking forward... Brahims will benefit..

Posted by kansan5423 > 2014-09-13 09:47 | Report Abuse

（吉隆坡12日訊）,儘管馬航（MAS，3786，主要板貿服）將重新檢討與布拉欣航空餐飲私人有限公司25年供應合約，但布拉欣控股（BRAHIMS，9474，主要板貿服）有信心，不會失去該合約。
“即使沒有了馬航，人依然會旅遊。布拉欣目前為35家飛往吉隆坡國際機場的航空公司提供餐飲，這可以抵銷潛在的損失。馬印航空（Malindo Air）和亞洲航空（AIRASIA，5099，主要板貿服）正與布拉欣控股洽談有關餐飲服務供應。目前還在探討價錢，預計能在11月達成協議。該公司同時估計，卡塔爾航空和汶萊航空在年底簽署合約。

Posted by OptimusX > 2014-09-13 09:48 | Report Abuse

ask u guys to run for your life at 2.00 everyone scold me n tell me fundamental good.

wakakakaka.

Posted by nooobieee > 2014-09-14 02:04 | Report Abuse

tiu la seng. budak-budak sini smua dah giler
bukan nyer mau jual, tapi mau bli pulak
tarak kaunter lain ke? heiran betul. ok la
gua ni ader cerita kat badawi ari tu. tun cakap mas mau revise upward tu harge inflight meals jadi 500%, sebab pas ni mas mau jadi premium airline. so meal yg sama kasik airasia dan mas, airasia bayar rm10, mas bayar rm50, budget vs "premium" airline mah. lu pigi pikir la, tu margin giler tau? so BLIIIII, jangan tak BLIIIIIII!!!

Posted by nooobieee > 2014-09-14 02:05 | Report Abuse

maner la mau carik kaunter "UNDERVALUE" cam ni?

Posted by Walao > 2014-09-14 14:00 | Report Abuse

（吉隆坡13日訊）布拉欣（BRAHIMS,9474,主板貿服組）欲收購漢堡王（Burger King）代理權以多元化旗下業務。

根據英文財經週刊《The Edge》引述內部消息報道，布拉欣正在與國家股份公司（EKUINAS）洽談著收購事宜，收購價尚在商議中，料近期內完成相關商業決定。

Posted by starstar2014 > 2014-09-15 08:31 | Report Abuse

good news. Brahims is expanding the business... :)

Posted by madcow > 2014-09-15 09:09 |

Post removed.Why?

Posted by madcow > 2014-09-15 09:45 | Report Abuse

going to 1.40 now, something we don't know from the discussion with MAS on the contract last Friday

Posted by HC Lee > 2014-09-15 09:45 | Report Abuse

Setting up a trap.....as usual

Posted by stainlyho37 > 2014-09-15 09:53 | Report Abuse

wah..i a bit lucky hold from with average 1.28......sold 50% today.....

Posted by davidvestor > 2014-09-15 10:00 | Report Abuse

Not much details on burgerK , to pay by cash/debt/share??

Posted by Lim Elson > 2014-09-15 11:01 | Report Abuse

MAS got restucture ??? food supply still brahim ??

buy if brahim still MAS food supplier.. !
run when gain profit.

Posted by Kent Ghb > 2014-09-15 11:14 | Report Abuse

MAS already said no termination on brahim contract kan?

Posted by stink > 2014-09-15 11:44 | Report Abuse

buy burger king? how good is the business?

opportunity to sell sell

Posted by kansan5423 > 2014-09-15 12:00 | Report Abuse

Burger king business so far is no good, heavy lose money !!

Posted by zack_liza > 2014-09-15 12:27 | Report Abuse

..ari ni confirm ramai dh jd giler...last friday sibuk nk jual..today sibuk nk beli.... to me still can buy at 1.38 and below...to my follower if u bought last week..waiting time to sell at level 1.60 to 1.80...may b next week..

Posted by Walao > 2014-09-15 12:38 | Report Abuse

+0.12 is a good move! Vol spiked up, expecting major movement soon!

Posted by Walao > 2014-09-15 12:42 | Report Abuse

http://www.theedgemalaysia.com/business-news/307359-hot-stock-brahims-up-on-report-of-talks-to-buy-burger-king-franchise-.html

Posted by contrarionix > 2014-09-15 22:17 | Report Abuse

my broker posted this on sunday http://klsekhaleesi.blogspot.com/2014/09/virgin-post-brahims-9474kl.html

Posted by jolie2 > 2014-09-16 10:40 | Report Abuse

a&w also near want to close shop.
this will be follow by burger king.
if not why ekuinas want to fast-fast sell their franchise to brahims. They see no future in burger king. If got future, they can do another IPO just like Icon.
This time, they cannot con us but con brahim.

i think ekuinas has approached bj food, but bj food said "you give me free, i also don't want. "

Posted by chiaksailausai > 2014-09-16 13:53 | Report Abuse

No eye see if MAS si. Wait for East Malaysia start then see.

Posted by kingdomtan888 > 2014-09-16 14:12 |

Post removed.Why?

Posted by Lollipot Anison > 2014-09-16 14:26 | Report Abuse

actually I quite like burger king.

Posted by Walao > 2014-09-16 16:31 | Report Abuse

Sounds like very pessimistic...
Likely it will need some time to digest those negative influences?

Posted by 4u2c > 2014-09-16 16:49 | Report Abuse

burger king revenue n profit we must study before coming to any conclusion .I dont hv the data though..........

Posted by starstar2014 > 2014-09-16 21:41 | Report Abuse

I like Burger king too... Brahims will benefit from this franchising business... looking forward for good news. :)

Posted by kaliawke > 2014-09-17 08:57 | Report Abuse

1.80

Posted by starstar2014 > 2014-09-17 09:40 | Report Abuse

I think soon will break 1.6 ...

Posted by another77 > 2014-09-17 09:45 | Report Abuse

Burger King is not making profit at the moment. The branch location not at very busy route. Always empty even during lunch or dinner time. Compared to KFC or McD, always packed.

Posted by kenlee123 > 2014-09-17 09:47 | Report Abuse

Back to RM2 (My average) in 2 years time.. Hold on tight!

Posted by starstar2014 > 2014-09-17 14:47 | Report Abuse

I think RM3 is possible within 2 years. haha

Posted by zack_liza > 2014-09-17 15:28 | Report Abuse

call buy 1.38 and below...next support Brahim 1.60-1.80...jgn takut sama Brahim ....continue up....

Posted by starstar2014 > 2014-09-17 15:52 | Report Abuse

Brahims Upgrade to BUY!!!!

http://www.nst.com.my/node/34008
http://www.theedgemalaysia.com/business-news/307618-brahims-may-eye-more-maa-opportunities.html

Posted by zack_liza > 2014-09-17 18:15 | Report Abuse

another77, how u know, burger King making profit or not?? u ada jaga akaun dia ker? u kerja Ekuinas ??? i just buy if got Good news...

Posted by catai99 > 2014-09-17 22:46 |

Post removed.Why?

Posted by Walao > 2014-09-18 06:45 | Report Abuse

Catai99, can you share the content? Thanks

Posted by madcow > 2014-09-18 14:39 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1740953