Posted by dragon328 > 2022-08-12 13:08 | Report Abuse

Farm Fresh is good and strong but expensive at 30x PER. Can consider other retails counter at just 10x PER like IGBB

https://klse.i3investor.com/web/blog/detail/dragon328/2022-08-12-story-h1627892545-IGBB_is_an_Awakening_Property_Giant_worth_at_least_RM6_75

Posted by EatCoconutCanWin > 2022-08-24 20:11 | Report Abuse

Each quarter dropped 20%, maybe 2023 in -ve results

Posted by PassionateInvestor > 2022-08-25 12:51 | Report Abuse

Somewhat disappointing results. FFB needs to grow, and rapidly, to justify it's high PE but instead it fell. RHB-OSK report says that the recent price increase of between 5-10% would help but didn't their profit fell by 14% this quarter? So the price increase would still not be adequate and RHB-OSK recommends a BUY. This is all so confusing...

Posted by newbie8080 > 2022-08-25 13:53 | Report Abuse

@PassionateInvestor
The price hike applies for July and August and will be reflect in next quarter results. It’s mentioned clearly in the news media and quarter report as well. Besides that, the input cost will normalised towards years end most commodities prices are coming down. Best part is price for FFB products will not adjust lower when input cost is dropping.

Posted by NoTimeToTrade > 2022-08-25 15:12 | Report Abuse

PassionateInvestor, your last sentence is much more concerning than everything else in your post. you might want to read and absorb what newbie8080 wrote. sometimes buying shares also need to have some business sense.

Posted by PassionateInvestor > 2022-08-27 13:19 | Report Abuse

@newbie8080 thanks, always welcome a constructive discussion. How I read it is that the current ~14% quarter loss was due to higher input cost. The mitigation plan implemented, which have already started since July as mentioned by yourself, was to increase the price by 5-10% depending on region. Based on this increase, it would take 2 quarters just to get back to the profit last quarter, of course I'm simplifying the calculation since there'll be many factors to take into account. Yes agreed that normalising of cost would be the redemption.

Posted by Thaumoctopus > 2022-08-29 19:58 | Report Abuse

Anyone joined AGM today? Any interesting news?

Posted by King_trader_shadow > 2022-08-30 09:57 | Report Abuse

Ini stock bukan main hebat pada mulanya tapi sekarang macam +_+". I dunno how Khazanah, backing this company and supposedly we should see eps of 1.00 this quarter but due to inflation i assume it dropped yet the hype for this stock was too much!

Posted by newbie8080 > 2022-08-30 16:37 | Report Abuse

https://www.insage.com.my/Upload/Docs/FFB/FFB%20Presentation%20for%2011th%20AGM%202022.pdf#view=Full

Posted by Thaumoctopus > 2022-09-03 21:18 | Report Abuse

@newbie8080 thanks!

Posted by 1pingpong > 2022-10-19 12:38 | Report Abuse

Ffb, bila mau naik balik?

Posted by VTrade > 2022-10-19 13:01 | Report Abuse

When your son holding and get to drink milk at school

Posted by Income > 2022-10-21 08:01 | Report Abuse

Strengthens your
shares working capital
Share Trade Financing #ForYou
Broaden your share business with buy This Stock.
Expand your Shares business footprint locally.

Posted by newbie8080 > 2022-11-01 16:47 | Report Abuse

Hopeful for better revenue growth and PAT% growth with price hike and new products eg: growing up milk launch.
https://www.farmfresh.com.my/growing-up-milk/farm-fresh-grow/

Posted by newbie8080 > 2022-11-01 16:49 | Report Abuse

Youtube link with Siti Nurhaliza for Growing Up Milk
https://youtu.be/jduapL5v2_k

Posted by newbie8080 > 2022-11-02 16:20 | Report Abuse

https://www.nst.com.my/business/2022/11/845990/farm-fresh-jomcha-plans-300-outlets

Posted by BursaKakis > 2022-11-11 23:52 | Report Abuse

Affin Bank, Farm Fresh among five added to MSCI Global Small Cap Index, while six removed
https://www.theedgemarkets.com/article/affin-bank-farm-fresh-among-five-added-msci-global-small-cap-index-while-six-removed

Posted by BursaKakis > 2022-11-16 20:54 | Report Abuse

Farm Fresh Dairy Products awarded Brand of the Year
https://www.thesundaily.my/spotlight/farm-fresh-dairy-products-awarded-brand-of-the-year-NC10211639

Posted by airfan99 > 2022-11-25 20:49 | Report Abuse

So expensive the valuation and still a buy...do to know how the research value it...

Posted by BursaKakis > 2022-12-06 21:34 | Report Abuse

Farm Fresh, over 100 institutions to teach kids on benefits of drinking milk
https://www.nst.com.my/business/2022/12/858259/farm-fresh-over-100-institutions-teach-kids-benefits-drinking-milk

Posted by wongchin > 2 months ago | Report Abuse

Can farm fresh be a blue chip future like nestle n dutch lady?? Only a strong management team can make it happen.

Posted by Thaumoctopus > 2 months ago | Report Abuse

It has the chance to grow as big as Nestle. I'm putting in a small portion in FFB, because stocks from company like Sea (Shopee) was cheap when it started. IPO around 16 USD, rose till 357 USD. Albeit, it went down to 60 USD but still tripled the IPO price. I'm also waiting for dividends from FFB

If somehow it doesn't, it's just a small portion compared to my other investments and a risk worth taking. Plus, when you play the long game. You're not so worry about the small ups and down

Posted by BursaKakis > 2 months ago | Report Abuse

Farm Fresh to open Jom Cha outlet at AEON Big's Wangsa Maju
https://www.nst.com.my/business/2023/01/870617/farm-fresh-open-jom-cha-outlet-aeon-bigs-wangsa-maju

Posted by Live2Win > 2 months ago | Report Abuse

Hopefully things are going to look good for FFB from now on as the price had managed to stay above MA200 level for the first time when market closed today...

Posted by BursaKakis > 1 month ago | Report Abuse

Sunway Group's Sunway Lagoon Resort, Selangor, in December unveiled its Wild Wild West-themed night park. Developed jointly with daily manufacturer Farm Fresh, the attraction features a mini cow barn - The Edge Malaysia January 30, 2023
https://www.klook.com/en-MY/blog/sunway-lagoon-night-park/

Posted by BursaKakis > 1 month ago | Report Abuse

Theme park, daily company saddle up for Wild West fun
https://www.thestar.com.my/metro/metro-news/2022/12/09/theme-park-dairy-company-saddle-up-for-wild-west-fun

Posted by serbatipu > 1 month ago | Report Abuse

Come-on ffb, be next dutch lady

Posted by BursaKakis > 1 month ago | Report Abuse

Exciting deals at Sunway Theme Parks Mega Roadshow
https://www.thestar.com.my/business/business-news/2023/02/05/exciting-deals-at-sunway-theme-parks-mega-roadshow

Posted by ampabella > 1 month ago | Report Abuse

no milk 2day

Posted by BursaKakis > 1 month ago | Report Abuse

Farm Fresh to acquire 65% stake in The Inside Scoop for RM83.9m
https://www.theedgemarkets.com/node/655404

Posted by BursaKakis > 1 month ago | Report Abuse

Malaysia Top Dairy Farm Company Farm Fresh Berhad annouces F&B expansion under Jom Cha by farm fresh brand
https://www.thesundaily.my/home/malaysia-top-dairy-farm-company-farm-fresh-berhad-annouces-fb-expansion-under-jom-cha-by-farm-fresh-brand-ID10642468

Posted by BursaKakis > 1 month ago | Report Abuse

Farm Fresh’s proposed buy of Inside Scoop earnings-accretive, synergistic, say analysts
https://www.theedgemarkets.com/node/655462

Posted by NoTimeToTrade > 1 month ago | Report Abuse

Kind of strange that they would use the proceeds of the IPO for this ice cream business and their Jom Cha franchise, rather than the planned Australian production expansion. Although it might be more profitable in the long term, but in the immediate term, consumer spending is about to take a hit as interest rates continue to hike. Seriously need to think about whether worth holding onto FFB after this.

Posted by cyeec2000 > 1 month ago | Report Abuse

Consumer spending could be hit, but mostly in large ticket items. I think small ticket items like milk tea still doing well.

Posted by vampire555 > 1 month ago | Report Abuse

Mayb certain outlet closure coming too…

Posted by thundery > 1 month ago | Report Abuse

bad move, core buisness not take care or proven enough yet, want to extend to TeaLive kind of niaga, wasting investor IPO investing

Posted by NoTimeToTrade > 1 month ago | Report Abuse

Coming back to my point about immediate term effects of taking over an ice cream business, what FFB would probably be able to do is add to their consolidated accounts to show higher revenue and profits, since Inside Scoop already has a steady stream of revenue and profit. And adding to that, FFB has the raw materials to supply InScoop thus lowering the cost of business and increasing profit margin. Time will tell.

Posted by BursaKakis > 1 month ago | Report Abuse

Farm Fresh Reports 67.8% Growth In PATAMI
https://www.businesstoday.com.my/2023/02/24/farm-fresh-reports-67-8-growth-in-patami/

Posted by serbatipu > 1 month ago | Report Abuse

Dutch lady report negative profit, time to switch funds from dlady into farm fresh

Posted by DickyMe > 1 month ago | Report Abuse

50 sen coming soon!

Posted by NoTimeToTrade > 1 month ago | Report Abuse

Very good Q3, Monday shoot up

Posted by ikanbiliskering > 4 weeks ago | Report Abuse

dividend tak ada ka?

Posted by Lim288 > 3 weeks ago | Report Abuse

if u plan to invest in this co.u need to think of long term

Posted by Lim288 > 3 weeks ago | Report Abuse

5 years later

Posted by Lim288 > 3 weeks ago | Report Abuse

if co do well

Posted by Lim288 > 3 weeks ago | Report Abuse

the price will be diffirence

Posted by DickyMe > 3 weeks ago | Report Abuse

50 sen coming soon!

Posted by ampabella > 2 weeks ago | Report Abuse

FFB the next dutch lady....hold till milk is out

Posted by DickyMe > 2 weeks ago | Report Abuse

The moment it dips below RM 1.45 sen, it will collapse in slow motion over a period of one year.

Posted by MrBullish > 4 days ago | Report Abuse

Positive divergence again. Tested 1.50 the fourth time. Need to close above 1.6 to confirm breakout.