Posted by BBZ95 > 2014-01-07 00:41 | Report Abuse

Unless there is something happen to the food in klia or else I think is very difficult for brahims share to come down instead going up for next 10 to 15 years. ..their contract with klia is very very long...and with malaysia military. ..and more to come. ..I guess this is a growing counter. .

Posted by zunanzain > 2014-01-07 00:57 | Report Abuse

Don't forget to pick up BIMB WA also.
Mother share will announce a good financial result soon.

Posted by fauzyrusdeny > 2014-01-07 16:40 | Report Abuse

hari ini ramai cari untung and buy back...

Posted by Joel > 2014-01-07 21:03 | Report Abuse

http://www.chinapress.com.my/node/489514

KLIA 2 4 months puls to go for operate soon.
Benefit for Brahims

Posted by traderman > 2014-01-08 09:55 | Report Abuse

06/01/2014 1.97 2.13 +0.16 (8.12%) BUY HLG

target price hit, run !

Posted by kenken85 > 2014-01-08 10:18 | Report Abuse

haha... thats why HLG out another target price. haha

Posted by kenken85 > 2014-01-08 10:18 | Report Abuse

http://klse.i3investor.com/blogs/hleresearch/44529.jsp

Posted by paksawa > 2014-01-08 12:33 | Report Abuse

Time to sell or to buy ????

Posted by Stockman > 2014-01-08 13:26 | Report Abuse

Buy with TP 2.64

Posted by johnny cash > 2014-01-08 13:31 | Report Abuse

more business contracts they are getting,,then target price will be reviewed very fast...it all depends on contracts.. for this counter, i think if you have money,,just buy it and hold,,,end of year sure up strongly...no need to worry..only contra players must go in and exit at correct levels..it is one of the top 10 s,, given by star paper...

Posted by Joel > 2014-01-08 14:53 | Report Abuse

Brahim’s have officially announced that it has entered into a
collaboration agreement with ANA Holdings Inc to produce
halal Japanese cuisine for in-flight catering in Japan and to
consider the establishment of a joint venture (JV) for a Halal
flight kitchen in Narita and Haneda Airports, Tokyo, Japan.

remain positive on the move where it will propel
Brahim’s to another level with international exposures.

we opined that Brahim’s would take several
months to “halal-ise” ANA’s flight kitchens (and no capex are
needed. In the beginning stages, Brahim’s would assist in
supplying some Muslim cooks.

any additional earnings to come through
from this partnership would kick in earliest by 2HFY14.
Despite a marginal increase (1.8% to FY15’s operating
profit, based on reported RM5m gross profit), this would
improve Brahim’s branding worldwide, besides being the
biggest Halal flight kitchen in the world.

the group not only captures international
customers but also locals by marketing and distributing its
ready-to-eat (RTE) products (by Dewina Food Industries,
DFI) in Japan through its branch in Japan, brahim’s Food
Japan Co. Ltd., with assistance from ANA Trading Co. Ltd.

We upgraded our forecasts on MAS’ passenger carried and
MAHB’s passenger movements in KLIA, LCCT and KLIA2.
As such, FY14-15 EPS are increased by 3.5-3.7%.

Positives – (1) Niche industry; and
(2) Sustainable earnings
from long-term concession agreements.

Maintain BUY with with a higher TP of RM2.64 as we
increased Brahim’s P/E and EV/EBITDA multiple to 16x and
8.5x respectively to better reflect its competency with
regional peers (average 16.2x P/E & 8.6x EV/EBITDA).


Although Brahim’s share price has doubled since our
initiation,
we believe the group is still undervalued given its
abundant projects / plans in the pipeline thus believing that
Brahim’s warrant a higher valuation.

Posted by Joel > 2014-01-08 16:47 | Report Abuse

Brahims以后的价钱会更高。

Posted by kenken85 > 2014-01-08 17:15 | Report Abuse

nicely done =).

Posted by abc529 > 2014-01-08 18:35 | Report Abuse

TP 4.03
https://www.facebook.com/permalink.php?story_fbid=1407832889457622&id=1407343752839869

Posted by fauzyrusdeny > 2014-01-08 20:37 | Report Abuse

Buy with TP 2.64 ~ Stockman
TP 4.03 ~ abc529
Any more TP??

Posted by Stockman > 2014-01-08 20:46 | Report Abuse

TP: 4.03 when KLIA2 open

Posted by ahjib > 2014-01-08 22:22 | Report Abuse

KLIA2 open means by this July TP target?
well in that case, how abt TP RM3.00. ;)
Nah, dont TP yet, wait and hold very very long..this stock should become another beggar soon to come ;)

Posted by johnny cash > 2014-01-08 23:38 |

Post removed.Why?

Posted by johnny cash > 2014-01-08 23:38 | Report Abuse

above feng shui mention food sector will do well.. wow good for brahim

Posted by Joel > 2014-01-09 14:44 | Report Abuse

联手ANA减低依赖klia 帕乐兴打响国际知名度

财经新闻
财经

2014-01-09 13:24

（吉隆坡8日讯）分析员看好帕乐兴（BRAHIMS，9474，主板贸服股）与日本全日航空（简称ANA）合作，不但可减低该公司对吉隆坡国际机场（klia）的依赖，也可以提高其在国际市场的知名度。

双方签署探讨成立策略性业务联盟的协议书，以提高清真飞机餐市场份额和扩大亚太区内清真食品市场地位。



帕乐兴管理层估计，该合作可为其2015财年业绩带来200万至300万令吉的净利贡献。

安联研究分析员分析员上调2015财年盈利预测2.2%。”

该公司表示，该股目前股价合理，并不排除还有上扬的空间，因而给予“强劲买入”的评级。

“在未来的一年内，该股股价增长催化剂包括了业绩表现较预料中佳、债务再融资计划、股息政策、并购活动、拓展白糖精炼业务和落实与全日空的合作案。”

此外，该分析员也不为吉隆坡第二国际机场（klia2）延迟启用影响帕乐兴盈利而担心，并表示这不会为公司造成显著的业绩影响。

“不过，投资者要密切注意客机市场走势，以及帕乐兴白糖精炼业务的发展。”

Posted by Joel > 2014-01-09 15:00 | Report Abuse

One of the top 10 Stocks to watch in 2014 are BRAHIMS

Brahim's Holdings Bhd
IN-FLIGHT caterer Brahim’s Holdings Bhd has a two-pronged catalyst moving forward. First, it is exploring ways to increase its market share in the global halal food market, and second, it aims to become the third player to control the Malaysian sugar market.

The company’s core business is airport-centric, focusing on the provision of in-flight catering and restaurant operations. Brahim’s, through its subsidiary, holds a concession with Malaysia Airlines for the provision of in-flight catering and related services.

Analysts have likened Brahim’s business as a proxy to the vibrant airline industry minus the baggage of ticket price war and jet fuel price fluctuations. Currently, close to 90% of its revenue comes from its catering business.

Brahim’s bought a 60% stake in Admuda Sdn Bhd. Admuda has a licence from the International Trade and Industry Ministry to manufacture refined sugar and molasses for Sabah and Sarawak. The licence awarded to Admuda was the third by MITI in 37 years as sugar is a regulated commodity.

Brahim’s is looking to dominate these states by 2015 with the setting up of a RM150mil sugar refinery factory in the Demak Laut Industrial Park in Kuching.

Presently, the sugar market in Malaysia is controlled by Felda Global Ventures Holdings Bhd’s unit, MSM Malaysia Holdings Bhd, and Central Refinery Sdn Bhd, with two sugar refineries each in Peninsular Malaysia.

Brahim’s refinery will have the capacity to produce up to 180,000 tonnes of refined sugar per annum with a potential to expand to 400,000 tonnes.

An analyst from Hong Leong sees Brahim’s pre-tax profit growing 12% to RM57.8mil in FY14 and 32.4% to RM76.5mil in FY15.

Meanwhile, an analyst from Alliance is forecasting Brahim’s pre-tax profit to grow 26.5% to RM64.9mil and 23.6% to RM80.2mil in FY15.

For the nine months to Sep 30, 2013, net profit jumped 163.6% to RM10.19mil while revenue rose to RM285.7mil from RM7.4mil previously.

Catalysts:
- Sustainable earnings from long-term concession agreements.
- Further activities in the sugar refinery business.
- Maiden dividends.
Risks:
- Slowdown in passenger movements.
- Termination of concession agreements.
- Earnings highly dependable on economic conditions/pandemics.
– By Tee Lin Say

Posted by WiseEye > 2014-01-09 15:21 | Report Abuse

Price is still cheap now. Can buy in more I believe. BUY BUY BUY!!!

Posted by 5004100138 > 2014-01-09 15:24 | Report Abuse

Cheap? PE how many? DY how many?

Posted by WiseEye > 2014-01-09 15:36 | Report Abuse

If looking at future value, it is considered reasonable due to influx of new businesses. Hong Leong put a TP of RM2.60 if I'm not mistaken.

Posted by Joel > 2014-01-09 16:17 | Report Abuse

yes.

Posted by fauzyrusdeny > 2014-01-09 18:03 | Report Abuse

will shoot more...

Posted by mrchuckle363 > 2014-01-09 18:38 | Report Abuse

Shooting star today. What will happen tomorrow? We'll see....

Posted by Joel > 2014-01-09 18:38 | Report Abuse

與全日空合作 布拉欣控股寫52週新高

8 Jan 2014 22:07
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　（吉隆坡8日訊）布拉欣控股（BRAHIMS，9474，主要板貿易）正式與全日空航空公司（ANA）聯合提供清真空中餐饮。

　布拉欣控股是在昨日（7日）向馬證交所報備，與全日空航空公司簽署協議，計劃成立一家合夥公司，為飛抵日本的航空公司提供清真空中餐飲。

　豐隆投資研究分析報告指出，上述聯營計劃相信可在本財年后半年注進額外收入至布拉欣控股，2015財年營運盈利料微揚1.8%，能改善該公司在全球品牌策略。

　該行調高吉隆坡國際機場（KLIA）、吉隆坡廉價航空終站（LCCT）和第2吉隆坡國際機場（KLIA2）的馬航（MAS，3786，主要板貿易）載客量和大馬機場控股（AIRPORT，5014，主要板貿易）乘客趨勢預測，推動布拉欣控股2014至2015財年每股盈利增長介于3.5%至3.7%。

　豐隆投資研究對該股維持“買入”評級，調高目標價至2.64令吉。

Posted by Joel > 2014-01-09 18:41 | Report Abuse

KLIA 2 is confirm will finish in this 2014.

So, Brahims sure up in 2014.

Buy in b4 price hit to the next higher price.

Posted by Ruhaizat Talib > 2014-01-09 21:52 | Report Abuse

2014 is a malaysian tourism year, for this year Brahims will benefit the most because this stock is an aviation stock, hold for this stock and my TP for this stock is RM3-20 base on fundemental and ROE of the stock.

Posted by pang72 > 2014-01-09 21:57 | Report Abuse

congrate Brahims to be the greatest high on 2014!!!

Posted by fauzyrusdeny > 2014-01-09 21:58 | Report Abuse

I'm very confident... I believe this stock will rise more.

Posted by Joel > 2014-01-09 22:40 | Report Abuse

Thank. Happy invest!

Posted by johnny cash > 2014-01-09 22:56 | Report Abuse

i did invested in this counter,,but i heard the total floatation shares on this counter is less,,so this company have to do a fund raising programe

Posted by Ruhaizat Talib > 2014-01-09 23:15 | Report Abuse

After Brahims get business deal with SNA Japan , foreign investor will keep an eye on this stock,if they start to kick in, this stock might move like a rocket and stay stable for a long term

Posted by unice > 2014-01-09 23:26 | Report Abuse

does any one buy at rm2 and below? any fund is buying this counter besides hlg bank?

Posted by Ruhaizat Talib > 2014-01-09 23:43 | Report Abuse

you can trace this from unusual volume per day and market capital,it's imposible for retail investor to invest this much other than institiuon investor like Lembaga Tabung Haji Malaysia or others big players like foreign investor

Posted by yipman > 2014-01-09 23:52 | Report Abuse

Is HLB buying this stock?

Posted by Ruhaizat Talib > 2014-01-10 00:11 | Report Abuse

From what i know before this Kumpulan Koperasi Felda has dispose this stock to another big players where there are not mentioned who are this players

Posted by fauzyrusdeny > 2014-01-10 22:58 | Report Abuse

bang brahim hari ni kurang mengancamlah....maybe next week will shoot again....

Posted by Ruhaizat Talib > 2014-01-11 01:00 | Report Abuse

Simpan untuk jangka panjang mengancam, tapi untuk jangka pendek mungkin terancam.........

Posted by fauzyrusdeny > 2014-01-11 07:13 | Report Abuse

B4 CNY the price will move on. After CNY the price will maintain.Good for the long term.

Posted by 4u2c > 2014-01-11 09:21 | Report Abuse

30 pct up in 3 wks...what more to ask ?

Posted by ktrader > 2014-01-11 10:07 | Report Abuse

20 pct more....is it too much to ask?

Posted by fauzyrusdeny > 2014-01-11 15:35 | Report Abuse

why not 100%....hahaha

Posted by Mohamed Amirul > 2014-01-11 15:36 | Report Abuse

TP RM5.00 end 2014..Hold

Posted by Ruhaizat Talib > 2014-01-11 15:41 | Report Abuse

I'am 200% cofindence for TP RM5.00 or more

Posted by traderman > 2014-01-12 10:23 | Report Abuse

airline business only ... tp5.0 ?

Posted by iswara > 2014-01-12 10:24 | Report Abuse

just goreng, no worth. RM1.5 already too high

Posted by mrchuckle363 > 2014-01-12 12:44 | Report Abuse

Ok2..TP 0.15 end of 2014..