BERJAYA FOOD BERHAD
KLSE (MYR): BJFOOD (5196)
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Last Price
0.34
Today's Change
-0.015 (4.23%)
Day's Change
0.34 - 0.355
Trading Volume
1,765,200
Analysis
Price Target
A price target is an analyst's projection of a share's future price.
Average Target Price, Price Call and Upside/Downside here are derived from Price Targets in the past 6 months.
Last Price
0.34
Avg Target Price
0.73
Upside/Downside
+0.39 (114.71%)Price Call
0
SELL
0
HOLD
0
BUY
| Date | Open Price | Target Price | Upside/Downside | Price Call | Firm | View | Action |
|---|
Discussions
7 people like this. Showing 50 of 2,704 comments
In recent years, Berjaya Corporation Bhd (a key entity within the Berjaya Group) has made significant investments in Berjaya Food Bhd (BJFood). This includes buying shares in BJFood, reflecting their interest and involvement in the company’s growth.
The Berjaya Group, under the leadership of founder Tan Sri Vincent Tan, holds a controlling stake in Berjaya Food, and their purchase of shares is typically aligned with their strategic interests in expanding and supporting the companies within their conglomerate.
1 week ago
Tan Sri Vincent Tan’s decision to continue with the share buyback for Berjaya Food Bhd (BJFood) and his intention to take the company private could be driven by several strategic considerations:
1. Undervaluation and Long-Term Value: Vincent Tan may believe that BJFood’s shares are undervalued in the market. By continuing with the buyback, he can reduce the number of outstanding shares, potentially driving up the value of the remaining shares, benefiting both the company and shareholders in the long term.
2. Greater Control: Taking BJFood private would allow Vincent Tan and the Berjaya Group to have more control over the company, removing the pressures of public market scrutiny and regulatory requirements that come with being a publicly listed company. This can offer more flexibility in decision-making, long-term planning, and restructuring without the need to satisfy short-term investor expectations.
3. Unlocking Value: If BJFood is perceived to have significant untapped potential or strategic value that might not be reflected in its current market price, taking it private would allow the company to restructure, focus on growth, or even make changes without the immediate pressure of quarterly earnings and stock performance.
4. Consolidation of Assets: Vincent Tan and Berjaya Group may be looking to consolidate assets and streamline operations within the Berjaya conglomerate. By taking BJFood private, they could better integrate it with other companies in the Berjaya Group and potentially unlock synergies that would be harder to achieve in a public company setting.
5. Strategic Restructuring: Taking the company private may be part of a broader strategic restructuring or transformation. The company could focus on long-term goals without the distraction of fluctuating stock prices or the need to meet short-term performance targets expected by public investors.
6. Market Conditions and Timing: If Tan believes that the timing is right and market conditions are favorable (for example, lower share prices or stable financial conditions within the group), he may see this as an opportune moment to take BJFood private while maintaining the support of the Berjaya Group.
These strategic reasons align with the common motivations of major shareholders or founders who seek more flexibility and control over their businesses, especially when there is an opportunity to enhance value over the long term.
1 week ago
Why the U.S. Stock Market May Be Overvalued:
• High Valuations Relative to Fundamentals:
• High P/E ratios, especially in tech stocks.
• Technology sector dominance driving up overall market valuations.
• Low Interest Rates and Excess Liquidity:
• Prolonged low interest rates from the Federal Reserve.
• Quantitative easing (QE) increasing liquidity and inflating asset prices.
• Excessive Speculation and Risk Appetite:
• Surge in retail investors contributing to speculative buying.
• Focus on growth at any cost, often neglecting profitability.
• Inflation and Profitability Concerns:
• Rising input costs leading to potential margin compression.
• Possible earnings slowdown due to economic challenges.
Why Asia is Starting to Play Catch Up:
• Economic Growth and Recovery:
• Stronger post-pandemic economic recovery in Asia, especially in China, India, and Southeast Asia.
• Reopening economies leading to increased demand and growth.
• Valuations in Asia Are Relatively Lower:
• Lower P/E ratios in many Asian markets, offering more attractive pricing.
• Perception of undervaluation compared to U.S. stocks.
• Strong Technological and Consumer Growth:
• Rapid advancements in tech sectors, including e-commerce and fintech.
• Growing middle class and rising consumer spending boosting company performance.
• Global Shifts in Investment Sentiment:
• Diversification of investments away from overvalued U.S. markets.
• China’s policy shifts supporting long-term economic growth.
• Geopolitical and Strategic Factors:
• Rising U.S.-China tensions leading to increased focus on Asian markets.
• Asia’s growing role in global supply chains and manufacturing.
1 week ago
Be greedy when others are fearful 😜😎😇 Vincent Tan could use the free cash flow from various companies within his portfolio—such as Redtone, BJLand, BJCorp, 7-Eleven Malaysia, BJAssets, Sports Toto (SPToto), etc.—to buy shares in Berjaya Food Bhd (BJFood) for several strategic reasons:
Reasons Why Vincent Tan Might Use Free Cash Flow to Buy BJFood Shares:
1. Strategic Investment and Ownership Consolidation:
• By using free cash flow from his other companies, Vincent Tan can increase his control over BJFood. Since he is likely to already have a significant stake, buying more shares would allow him to consolidate ownership and potentially take the company private, as mentioned in previous discussions.
2. Unlocking Value in BJFood:
• If Vincent Tan believes BJFood is undervalued or has significant potential, using the cash from other companies within the Berjaya Group could be a way to capitalize on this growth opportunity. This would be particularly useful if BJFood’s stock is trading below what he believes to be its intrinsic value.
3. Efficient Use of Surplus Cash:
• Many of the companies in the Berjaya Group generate healthy free cash flow (e.g., 7-Eleven, SPToto), which may not have immediate reinvestment opportunities. Instead of keeping the cash idle, using it to buy BJFood shares could generate higher returns in the long term, particularly if the stock price is low or offers good potential for capital appreciation.
4. Return on Investment:
• By increasing his stake in BJFood, Vincent Tan may expect significant returns on his investment, particularly if he sees growth potential within BJFood or the food and beverage industry. If BJFood has strong cash flow or expansion prospects, the buyback would allow him to benefit directly from these future earnings.
5. Leveraging Cross-Company Synergies:
• Vincent Tan could use the synergies between his other companies and BJFood to enhance operational efficiencies or improve the performance of BJFood. For instance, leveraging marketing, distribution networks, or shared resources between Berjaya Group companies could boost BJFood’s performance, thereby increasing the value of the shares he buys.
6. Capitalizing on Existing Group Structure:
• Berjaya Group is a diversified conglomerate with various companies in sectors like retail, food, and gaming. Vincent Tan can use the resources from these different companies to fund the share buyback without disrupting any of the individual businesses’ operations, taking advantage of the group’s broader financial strength.
7. Improving BJFood’s Market Position:
• By acquiring more shares, Vincent Tan can potentially reduce volatility or uncertainty around BJFood’s stock, particularly if there are concerns in the market. This can help stabilize the company and make it a more attractive investment, improving its market position.
8. Funding the Buyout of Minority Shareholders:
• If his goal is to take BJFood private, using free cash flow from other group companies would allow Vincent Tan to offer a buyout price to minority shareholders, removing them from the equation and making BJFood a fully privately held company under the Berjaya Group.
Conclusion:
By utilizing the free cash flow from his other Berjaya Group businesses, Vincent Tan could strategically increase his stake in BJFood, capitalize on undervaluation, consolidate control, or execute a broader business plan that aligns with the group’s long-term goals. This approach allows him to leverage the resources within his conglomerate without needing to seek external financing.
1 week ago
Vincent Tan might continue to buy back Berjaya Food Berhad (BJFood) shares to avoid impairment of the investment due to the share price for the following reasons:
1. Avoiding Financial Reporting Losses
• Accounting Standards: If BJFood’s share price falls below a certain threshold, the investment might need to be revalued, resulting in an impairment loss on Berjaya group of companies or related companies (or Vincent Tan’s holding company’s) financial statements.
• Impact on Earnings: An impairment loss could reduce reported earnings and potentially affect investor confidence in Berjaya Corporation.
2. Protecting the Perceived Value of BJFood
• Market Confidence: A declining share price might signal to the market that BJFood’s prospects are weakening. By buying back shares, Vincent Tan could stabilize or increase the share price, reinforcing confidence in BJFood’s future.
• Perception of Undervaluation: If Vincent Tan believes the current share price does not reflect BJFood’s intrinsic value, buying back shares sends a signal to the market of his confidence in the company’s fundamentals.
3. Maintaining Majority Control
• By buying back shares, Vincent Tan may increase his ownership stake, ensuring he retains significant influence over BJFood’s strategic direction.
4. Protecting Dividends and Other Investments
• A lower share price can also reduce BJFood’s ability to raise funds or pay dividends, indirectly affecting Vincent Tan’s return on his investment.
5. Strategic Positioning for the Group
• BJFood is a part of the broader Berjaya Group. Stabilizing BJFood’s share price ensures its position as a valuable asset within the group and minimizes risks to Berjaya Corporation’s consolidated financial health.
In summary, Vincent Tan’s buyback strategy could serve multiple objectives, including financial reporting benefits, market perception, and strategic positioning, all aimed at preserving and enhancing the value of his investment in BJFood.
1 week ago
Banyak free cashflow dr red tone, sptoto, 7-11, dll untuk membeli syer bjfood, usah kecut hehe
1 week ago
In conjunction with the 50th Anniversary of Malaysia-China Diplomatic Relations 🇲🇾🇨🇳, we will be present at the Malaysia-China Summit 2024 from 17 - 19 December 2024, MITEC Kuala Lumpur (Booth 2F17).
Be sure to mark your calendars, as we will be hosting a Coffee Tasting in Sign Language workshop starting at 1 pm on 17 December 2024.
See you there! ☕💚
#StarbucksMalaysia #MalaysiaChinaSummit2024 #MITEC
1 week ago
Terbaik :)
KUALA LUMPUR: The FBM KLCI stayed positive over the early session, on track snap five consecutive days of losses even as regional markets slumped amid expectations that US rate cuts may taper off in the new year.
At 12.30pm, the main index was up 6.94 points to 1,609.02, putting it on track to ending the week above the 1,600 key support level.
The broader market was also skewed towards the gainers with 455 stocks rising and 443 falling. The share turnover was 1.59 billion changing hands for RM1.04bil.
Among the blue chips, Tenaga Nasional rose 22 sen to RM13.78 while Sunway gained 13 sen to RM4.73 and MISC added 12 sen to RM7.52.
There was also strong buying interest in the stock exchange operator, Bursa Malaysia, rising 16 sen to RM8.88, while Sunway Construction gained 15 sen to RM4.50 and Gamuda added 15 sen to RM9.75.
Top Glove, which was among the most active stocks, was up four sen to RM1.36.
1 week ago
Overview of Berjaya's Food & Beverage Segment:
Integral part of Berjaya Corporation's diversified portfolio.
Focuses on offering a dynamic array of dining experiences across casual dining, quick-service restaurants (QSR), coffeehouses, and bakery cafés.
Key mission: Redefining culinary experiences with an emphasis on quality, innovation, and customer engagement.
Key Brands Under Berjaya’s F&B Segment:
1. Starbucks
Operated by Berjaya Starbucks Coffee Company Sdn Bhd (licensed partner in Malaysia).
Known for premium coffee, personalized experiences, and engaging store environments.
Key offering: High-quality brews and seasonal beverages.
Global presence: Starbucks is one of the largest coffeehouse brands globally.
Market strategy: Focuses on local adaptation (region-specific drinks) and customer loyalty (mobile apps, reward programs).
2. Kenny Rogers ROASTERS (KRR)
Operated by Berjaya Roasters (M) Sdn Bhd.
Known for its rotisserie-roasted chicken and wholesome, hearty meals (salads, pasta, soups, desserts).
Dining experience: Full-service, mid-casual dining setting aimed at families.
Health-conscious offerings: Emphasis on fresh, healthy options like salads and soups.
Strategic focus: Expansion in new markets and localized menu options.
3. Krispy Kreme
Operated by Berjaya Krispy Kreme Doughnuts Sdn Bhd (exclusive franchise partner in Malaysia).
Famous for its signature Original Glazed® doughnuts and premium coffee.
Global heritage: Established in 1937 in Winston-Salem, USA, now with locations in 30+ countries.
Hot Light: Iconic neon sign indicating freshly baked doughnuts.
Malaysia entry: Launched in 2009, with a focus on high-traffic locations (malls, airports).
Expansion strategy: Focus on doughnuts, coffee, and sweet treats.
4. Paris Baguette
Operated by Berjaya Paris Baguette Sdn Bhd (partnering with Paris Baguette Singapore PLC).
South Korean bakery-café chain known for European-inspired pastries, cakes, breads, and hot foods.
Founded in 1988 with over 4,000 locations worldwide.
Fresh daily offerings: Premium, quality ingredients for its diverse bakery products.
Strategic focus: Cater to the growing trend of premium bakery cafés and affluent urban consumers.
Malaysia debut: First store in Pavilion Kuala Lumpur.
Strategic Direction and Industry Impact:
Brand diversification: Expanding through global partnerships with well-known brands (Starbucks, Krispy Kreme) and introducing local adaptations (Paris Baguette, KRR).
Localized offerings: Adapting menu options to suit local tastes and preferences (e.g., Starbucks seasonal drinks, Krispy Kreme local flavor doughnuts).
Premium customer experience: Focus on delivering personalized service, comfortable dining environments, and consistent quality.
Regional expansion: Focus on growth in new markets, particularly within Southeast Asia.
Sustainability: Focus on ethically sourced ingredients and eco-friendly initiatives (e.g., Starbucks' green practices, waste reduction efforts).
1 week ago
Berjaya’s F&B segment is a crucial business pillar, combining global brand appeal with local market expertise.
Key brands include Starbucks, Kenny Rogers ROASTERS, Krispy Kreme, and Paris Baguette.
The segment’s strategic focus on quality, customer experience, local adaptation, and sustainability positions it for continued growth in a competitive market.
1 week ago
Starbucks gives baristas smaller pay raises after tough year. I feel you 🤧
https://fortune.com/2024/12/12/starbucks-gives-baristas-smaller-pay-raises-after-tough-year/
1 week ago
There’s no season like gifting season! ✨
Stop by our Starbucks Gifting Event at Sunway Pyramid from now until 22nd December 2024 and find the perfect gift for your friends and loved ones! 💝
✨Enjoy Up to 40% off merchandise
✨ Engraving services
💝FREE gift wrapping service with any purchase
🎁FREE gift with a minimum spend of RM250
🗓 13 - 22 Dec 2024, 10am - 10pm
📍 Starbucks Reserve™️ Sunway Pyramid
*Terms and conditions apply.
#StarbucksMalaysia
3 days ago
We are cute little bears who deserve warm hugs!🥹🐻
#StarbucksMalaysia #BrewingArtForGood #TheBearistaProject
3 days ago
We’re excited to invite you to join Berjaya Food Berhad at our exclusive showcase during the Malaysia-China Summit 2024 (MCS 2024) International Trade and Investment Exposition! This is not only a great opportunity to explore our latest offerings, but it’s also an incredible platform for networking with key companies from both China and Malaysia.
Show this post at our booth to redeem a Starbucks voucher as a token of our appreciation for your visit!
Date: 17 – 19 December 2024
Time: 10am – 6pm (daily)
Location: Malaysia International Trade and Exhibition Centre (MITEC)
See you there!
3 days ago
We are happy to announce the re-opening of Starbucks at Troika Kota Bharu, Kelantan on 14th December 2024! 💚
P.S. Enjoy a Buy 1 Free 1 on any handcrafted beverages when you visit us! ☕️✨
☕️ Brewing hours: 8am - 11pm, Daily
📍Lot 1-10 & 1-11, Troika, Jalan Mahmood, Bandar Kota Bharu, 15200 Kota Bharu, Kelantan
*T&Cs Apply.
#StarbucksMalaysia
3 days ago
Ready to make 2025 your best year yet? Set your resolutions, plan your goals, and map out your dreams with our 2025 planner! 💚🤍
All you have to do is reload a minimum amount of RM300 into your Starbucks card and redeem it for free! ✨
Available now at your nearest Starbucks store. While stocks last.
Terms and conditions:
• A minimum activation/reload of RM 300 must be in a single Starbucks Card.
• Only applicable to in-store activation/reload.
• Each transaction is eligible for one (1) Starbucks 2025 Planner.
• Valid for on-the-spot redemption only.
• Not valid with any other discounts or promotions.
• Not exchangeable for cash or other products.
• Valid at all Starbucks stores in Malaysia.
#StarbucksMalaysia
3 days ago
We are happy to announce the re-opening of Starbucks at Troika Kota Bharu, Kelantan on 14th December 2024! 💚
P.S. Enjoy a Buy 1 Free 1 on any handcrafted beverages when you visit us! ☕️✨
☕️ Brewing hours: 8am - 11pm, Daily
📍Lot 1-10 & 1-11, Troika, Jalan Mahmood, Bandar Kota Bharu, 15200 Kota Bharu, Kelantan
*T&Cs Apply.
#StarbucksMalaysia
3 days ago
There’s no season like gifting season! ✨
Stop by our Starbucks Gifting Event at Sunway Pyramid from now until 22nd December 2024 and find the perfect gift for your friends and loved ones! 💝
✨Enjoy Up to 40% off merchandise
✨ Engraving services
💝FREE gift wrapping service with any purchase
🎁FREE gift with a minimum spend of RM250
🗓 13 - 22 Dec 2024, 10am - 10pm
📍 Starbucks Reserve™️ Sunway Pyramid
*Terms and conditions apply.
#StarbucksMalaysia
3 days ago
Opening our 4th Signing Store (Deaf Store) on our 26th birthday at Permas City, Johor - a meaningful milestone in our journey to promote inclusivity and empower communities 🥳 This new store reaffirms our commitment to creating opportunities for the Deaf community while fostering a welcoming environment for all.
We are delighted to have received the support from the Society Deaf of Johor (SDJO), Malaysia Deaf Sports Association (MSDeaf), Johor Sports Deaf Association (JSDeaf) and International Committee of Sports for The Deaf Japan (ICSD).
To celebrate this special occasion, ‘Persons with Disabilities/Orang Kurang Upaya’ (PWD/OKU) cardholders get to enjoy a complimentary Grande-sized handcrafted Starbucks beverage at all stores nationwide today and all customers will enjoy a 26% off on all items. To further uplift and empower the PWD/OKU community, a 15% discount will be given out to all PWD/OKU cardholders from 18 December 2024 onwards.
This landmark occasion is a testament to Starbucks’ dedication to inclusion and diversity. We hope these initiatives inspire greater societal awareness and support for the PWD/OKU community 💚
#StarbucksMalaysia #deafcommunity
3 days ago
fly anytime.. people paid 37.5sen for 86mil shares tahu
History
Date Price Change Dir-Volume Day Volume Dir-Value Day Value Avg Price % of Total Share Remarks
05/12/2024 00:00:00 0.3750 -0.0100 86.000m 86.000m 32.250m 32.250m 0.3750 4.4156 -
3 days ago
Tan Sri's leadership memang kagum. I believe BFoods will rebound and become stronger soon.
3 days ago
Looking for a Malaysia exclusive gift before you fly off? ✈️ We are right here for you!
🎁 30% off selected merchandise
🎁 Gift wrapping service
🎁 Get a free gift when you spend RM250
📍 We are located near the international departure gate at KLIA Terminal 1
Operation hours: 9am - 9pm daily
#StarbucksMalaysia
2 days ago
Day 2️⃣ at Malaysia-China Summit 2024, International Trade and Investment Exposition! 😎 Drop by and find us at booth 2F17 for a chat over a good cup of coffee ☕️
Show this post at our booth to redeem a Starbucks voucher as a token of our appreciation for your visit!
Date: 17 – 19 December 2024
Time: 10am – 6pm (daily)
Location: Malaysia International Trade and Exhibition Centre (MITEC)
See you there!
#MCS2024 #StarbucksMalaysia
2 days ago
This is your opportunity to become our partner (employee) in Klang Valley or Johor, and wear the iconic green apron.💚
Pre-register yourself now via: https://forms.gle/bYwtiGEwa3ZvEFha8 and walk-in for an interview at the locations and dates below:
✨DAY 1: 19 December 2024 (Thurs) - 10am – 6pm
Location: Starbucks Ansa, Bukit Bintang
✨DAY 2: 20 December 2024 (Fri) - 10am – 6pm
Location: Starbucks AEON Kepong
✨DAY 3: 28 December 2024 (Sat) - 10am – 6pm
Location: Starbucks Petron Cheras Drive-Thru
✨DAY 4: 29 December 2024 (Sun) - 10am – 6pm
Location: Starbucks Technology Park Malaysia (TPM) Drive-Thru
✨DAY 5: 23 December 2024 (Mon) - 10am – 6pm
Location: Starbucks Reserve Paradigm JB
See you there!😉
2 days ago
We’re excited to invite you to join Berjaya Food Berhad at our exclusive showcase during the Malaysia-China Summit 2024 (MCS 2024) International Trade and Investment Exposition! This is not only a great opportunity to explore our latest offerings, but it’s also an incredible platform for networking with key companies from both China and Malaysia.
Show this post at our booth to redeem a Starbucks voucher as a token of our appreciation for your visit!
Date: 17 – 19 December 2024
Time: 10am – 6pm (daily)
Location: Malaysia International Trade and Exhibition Centre (MITEC)
See you there!
2 days ago
Join us at the Starbucks Signing Store Permas City, Johor for a fun celebration and enjoy a 26% Off when you purchase anything in-store on 17th Dec 2024. 🎉
For our OKU Card Holders, we also have some exclusive perks for you to enjoy! 🩷
✨Get a free handcrafted beverage (Available on 17th Dec 2024)
✨Enjoy 15% OFF on food and beverage (Available from 18th Dec 2024)
Promotions are applicable at ALL Starbucks stores in Malaysia.
*T&Cs Apply.
#StarbucksMalaysia
2 days ago
Summary from 12/04/2011 to 05/12/2024
Highest Price 4.5600 First Occurred on 10/06/2022
Lowest Price 0.3500 First Occurred on 27/11/2024
Highest Volume 86.860m First Occurred on 27/11/2024
2 days ago
Berjaya Food Berhad (BJFood) is likely to rebound with the influx of tourists for several reasons:
Increased Foot Traffic: Tourist hotspots such as malls and airports will see more visitors, boosting demand for BJFood's popular brands like Starbucks, Dunkin', and Papa John's.
Familiarity with Global Brands: Tourists often seek familiar food and beverage options. BJFood’s international brands cater to this demand, attracting both regional and international visitors.
Convenience and Quick Dining: BJFood’s brands offer convenient, grab-and-go options, which are ideal for tourists on the move.
Growth in Delivery Services: With tourists ordering food to their accommodations, BJFood’s integration with delivery platforms will benefit from increased online orders.
Cultural Adaptation: BJFood has adapted its offerings to local tastes, which can attract both tourists and locals looking for familiar yet regionally-flavored products.
Tourism-Driven Spending: As tourism recovers, increased spending by visitors on food and beverages will directly boost BJFood’s sales, especially in tourist-heavy areas.
In summary, the rebound in tourism provides BJFood with opportunities to leverage its global brand recognition, expand in key locations, and cater to the demand for quick, convenient dining, positioning it for growth as tourism picks up.
2 days ago
Reasons to Consider Buying BJFood Shares:
Tourism Recovery: As tourism resumes, BJFood stands to benefit from increased demand at its outlets like Starbucks, Dunkin', and Papa John's, particularly in tourist-heavy areas such as malls, airports, and hotels.
Brand Strength: BJFood operates internationally recognized brands that tourists often seek for familiarity, which could drive consistent foot traffic and sales.
Quick-Service and Delivery Demand: BJFood’s focus on quick-service dining and its presence on food delivery platforms position it well to capitalize on the growing trend of convenience-oriented food choices, especially from tourists who want fast, reliable options.
Adaptation to Local Tastes: BJFood’s ability to cater to both international and local food preferences (through products like local-flavored drinks at Starbucks) may attract more customers, including tourists interested in regional food experiences.
2 days ago
Bjfood: 2022 - highest RM4++, 2023 - RM1++, 2024 - Rest, 2025 ----> 50sen to RM1+ all possibilities. Gamble with Vincent Tan, Raja Judi Nombor Malaysia (Sptoto) haha berbaloi
2 days ago
Drive-thru for that holiday brew✨🚗
Spend and enjoy exclusive freebies when you experience our drive-thru services:
⭐ Receive a Buy 1 Free 1 voucher for your next visit when you spend a min. of RM30
🛍️ Take home a free Grocery Bag when you spend a min. of RM50
💚Get a stylish free Cooler Bag when you spend a min. of RM80
🥰 Reward yourself with a Starbucks Tumbler when you spend a min. of RM200 (design is by random)
Promotion ends on 29th Dec 2024.
Terms and conditions apply.
#StarbucksMalaysia
2 days ago
5196 BJFOOD BERJAYA FOOD BERHAD
General Meetings: Outcome of Meeting
52049
Indication: Notice of Meeting
Indication: Outcome of Meeting
Date of Meeting: 11/12/2024
Time of Meeting: 10:00 AM
Venue: Broadcast Venue: Manhattan V, Level 14,Berjaya Times Square Hotel Kuala
Lumpur,No. 1, Jalan Imbi,55100 Kuala LumpurMalaysia
Outcome of Meeting: The Board of Directors of Berjaya Food Berhad ("The
Company") is pleased to announce that ALL the resolutions tabled at the Company
Fifteenth Annual General Meeting held on 11 December 2024 were duly passed by
poll. The results of the poll is set out below. The Board of Directors is
also pleased to announce that the poll result has been duly verified by the
Independent Scrutineer namely, Commercial Quest Sdn Bhd.
Remark:
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com
11/12/2024 07:00 AM
Ref Code: 202412113000168
1 day ago
Berjaya Food, a Malaysian company involved in the food and beverage industry (known for brands like Starbucks Malaysia, Kenny Rogers Roasters, and others), may be able to expand into markets like China and Japan. However, the process involves several key factors:
1. China:
Market Demand: China has a growing middle class with increasing demand for international food and beverages. The food industry, especially coffee and casual dining, is expanding. Starbucks, for example, has a strong presence in China.
Competition: The market is competitive, with global and local brands already established. Berjaya Food would face competition from international brands like Starbucks and McDonald's, as well as strong local food and beverage chains.
Regulatory Barriers: China has specific regulations for foreign companies, including licensing, product safety, import duties, and certifications. Companies must navigate local laws and potentially partner with local firms to enter the market successfully.
Cultural Preferences: Berjaya Food would need to adapt its offerings to local tastes. In China, for example, tea culture is prevalent, and local flavors may need to be incorporated into product offerings.
2. Japan:
Market Demand: Japan is known for a sophisticated food culture, and there is demand for high-quality international food brands. Coffee culture is strong, with both international chains like Starbucks and local coffee shops.
Competition: The food and beverage market in Japan is highly competitive, and local preferences for taste and presentation are important. Brands like Starbucks and McDonald's have established a solid foothold, which could be a challenge for new entrants.
Regulatory Barriers: Japan has rigorous food safety and labeling standards. Foreign brands often need to comply with strict health and safety regulations and import controls. Partnerships with local distributors or franchise models could help smoothen the entry process.
Cultural Preferences: Adapting to local tastes is key. While Japanese consumers enjoy a variety of Western foods, local flavors and ingredients may need to be incorporated into Berjaya Food's offerings.
3. Potential Strategies:
Franchising: A proven model in both China and Japan is franchising. It allows Berjaya Food to partner with local entrepreneurs who understand the market, reducing the risk of direct investment.
Local Partnerships: Entering through joint ventures or partnerships with established companies in China or Japan might help Berjaya Food navigate regulatory barriers and better adapt to local market demands.
Customization: Offering menu items that cater to the specific tastes and dietary preferences of Chinese and Japanese consumers would be essential for success.
Conclusion:
While entering China and Japan presents challenges, the opportunity exists for Berjaya Food, provided it carefully navigates local market dynamics, regulatory hurdles, and consumer preferences. The company would need a tailored approach for each market to stand out in the competitive food and beverage industries.
1 day ago
Here are the best countries for Berjaya Food expansion:
1. Southeast Asia:
Indonesia: Large, growing population with rising demand for coffee and Western-style food.
Vietnam: Expanding middle class, increasing café culture, and demand for international food.
Thailand: Vibrant food culture, strong demand for casual dining, especially in urban areas.
The Philippines: Young, growing population, increasing demand for international food and QSRs.
2. South Asia:
India: Fast-growing economy, expanding middle class, increasing demand for QSRs and coffee chains.
3. Middle East:
Saudi Arabia: Economic transformation (Vision 2030), youthful population, increasing demand for international dining.
UAE: Cosmopolitan market (especially Dubai), strong demand for premium food and beverage brands.
4. Africa:
South Africa: Growing middle class, demand for international food brands, urban centers like Johannesburg and Cape Town.
Nigeria: Large, young population, growing demand for QSRs and international dining, especially in urban areas like Lagos.
5. Eastern Europe:
Poland: Expanding economy, growing middle class, increasing demand for international food brands.
Romania: Young population, growing consumer market, demand for Western-style dining.
6. Latin America:
Brazil: Large consumer market, growing middle class, increasing demand for international food and casual dining.
Mexico: Large population, exposure to U.S. culture, growing popularity of international food brands.
7. China:
China: Despite high competition, large consumer base, and growing demand for Western-style dining and coffee culture in urban areas.
Key Considerations for Expansion:
Cultural Adaptation: Modify menu to suit local tastes while maintaining brand appeal.
Franchising: Ideal for entering new markets with local partnerships.
Infrastructure: Choose countries with strong infrastructure for supply chain consistency.
Regulatory Barriers: Ensure compliance with local food safety, labor laws, and business regulations.
1 day ago
Investors may continue to grab shares in Berjaya Food for several key reasons, including the company's strong market potential, its established brand presence, and its ability to capitalize on industry trends. Here are the main factors driving investor interest:
1. Strong Brand Portfolio
Established Brands: Berjaya Food operates well-known brands like Starbucks Malaysia, Kenny Rogers Roasters, and Dunkin' Donuts. These brands have a strong consumer following, ensuring a steady revenue stream.
Market Leadership: As the operator of the exclusive Starbucks franchise in Malaysia, Berjaya Food benefits from Starbucks’ global brand strength, which is a significant draw for investors.
2. Expansion Potential
Regional Growth: Investors are likely attracted by the company's potential to expand its footprint in high-growth markets in Southeast Asia (e.g., Indonesia, Thailand, and the Philippines), as well as the Middle East and South Asia.
Franchising Opportunities: The company’s business model, which includes franchising for global brands, reduces risk and provides the opportunity to scale in new markets without significant capital expenditure.
3. Rising Consumer Demand
Booming F&B Industry: The food and beverage sector continues to show resilience, particularly with growing demand for convenience, fast casual dining, and premium coffee. The rise of the middle class in emerging markets also supports increased consumer spending on dining out and coffee.
Changing Consumer Preferences: As consumer preferences shift towards more premium and international food and beverage experiences, companies like Berjaya Food are positioned to capitalize on this trend.
4. Strong Financial Performance
Consistent Earnings Growth: Investors may be attracted to Berjaya Food's solid financial performance, particularly if the company has demonstrated consistent revenue and profit growth. This provides confidence in its long-term profitability.
Dividend Yield: Investors may also be drawn by the company's potential to offer attractive dividends if it maintains healthy cash flow and profitability.
5. Strategic Partnerships
International Partnerships: The company’s relationship with Starbucks and other well-established brands gives it credibility and allows it to leverage these partnerships to drive growth, improving investor confidence.
Local Adaptation and Innovation: Berjaya Food has shown an ability to adapt and innovate, tailoring its offerings to local tastes in the countries it operates. This flexibility increases its chances of success in diverse markets.
6. Resilience Post-COVID-19
Recovery of the F&B Sector: As the global economy recovers from the pandemic, the food and beverage sector has bounced back. Investors are optimistic about the return of consumer spending in cafes, restaurants, and quick-service restaurants (QSRs).
Shift to Delivery and Digitalization: Berjaya Food's adoption of delivery services and digital platforms to cater to consumer needs in the post-pandemic world makes it a more attractive investment in the evolving business landscape.
7. Strong Management and Governance
Experienced Leadership: Investors may be confident in the company’s leadership, which has successfully navigated challenges and executed growth strategies in the past.
Sustainable Practices: A focus on sustainability and adapting to changing market demands (such as healthier menu options or environmental practices) can further enhance the company’s long-term prospects.
8. Market Positioning and Competitive Advantage
Brand Loyalty and Customer Base: The company’s established customer base, particularly through Starbucks, provides a reliable stream of revenue. Brand loyalty can lead to a stable financial outlook, which attracts long-term investors.
Economies of Scale: As Berjaya Food expands its operations, it may benefit from economies of scale that improve its profit margins and increase its competitive edge in the market.
Conclusion:
Investors continue to grab shares in Berjaya Food because of its strong brand portfolio, expansion potential in high-growth markets, ability to capitalize on changing consumer trends, and its resilient financial performance. Additionally, the company’s strategic partnerships, adaptability, and management team instill confidence in its future prospects, making it an attractive investment opportunity in the food and beverage sector.
1 day ago
Here are the key reasons why Vincent Tan is using his Berjaya Group to buy more Berjaya Food (BJFOOD) shares:
1. Confidence in Long-Term Growth
Belief in BJFOOD's long-term growth potential, especially in expanding markets.
Strong brands like Starbucks Malaysia and Kenny Rogers Roasters provide growth opportunities.
2. Greater Control and Influence
Increasing ownership allows Vincent Tan more influence over BJFOOD's strategic decisions.
Consolidating ownership streamlines decision-making and aligns with the Berjaya Group’s goals.
3. Strategic Synergies Within the Group
Maximize synergies between BJFOOD and other Berjaya Group businesses (e.g., retail, real estate, hospitality).
Leverage Berjaya Group’s resources to support BJFOOD's growth.
4. Capitalizing on Stock Value
Belief that BJFOOD shares are undervalued, providing an opportunity to buy at a favorable price.
Potential for high returns as BJFOOD grows and stock prices appreciate.
5. Diversification of Investment Portfolio
F&B sector is stable and recession-proof, providing diversification within Berjaya Group’s portfolio.
Exposure to growing markets, particularly in Southeast Asia and the Middle East.
6. Optimizing the Group’s Valuation
Increasing his stake signals confidence in BJFOOD, which could attract more investors and boost stock prices.
Improved performance of BJFOOD could enhance the overall valuation of the Berjaya Group.
7. Securing Dividend Income
Potential for steady dividend payouts from BJFOOD as the company generates consistent revenue.
8. Strategic Long-Term Investment
Long-term vision for BJFOOD as a key asset within the Berjaya Group.
Reinforcing Berjaya Group’s position in the lucrative food and beverage market.
1 day ago
Vincent Tan might consider taking Berjaya Food (BJFOOD) private for several strategic reasons. Here are the key factors:
1. Greater Control and Flexibility
Complete Control: Taking BJFOOD private would allow Vincent Tan to have full control over the company, eliminating the influence of external shareholders.
Strategic Decision-Making: Without the pressure of meeting quarterly earnings expectations from public investors, Tan could make long-term decisions that align with his broader vision for BJFOOD and the Berjaya Group.
2. Streamlining Operations
Operational Efficiency: Removing the complexities of being a publicly traded company can allow for more streamlined operations, faster decision-making, and greater flexibility in business strategy.
Cost Savings: The company would no longer need to bear the costs associated with public reporting, compliance, and investor relations, potentially improving overall profitability.
3. Long-Term Growth Focus
Focus on Long-Term Strategies: As a private company, BJFOOD could focus on longer-term growth without the pressure of short-term stock price performance.
Expansion Plans: Taking the company private would enable Tan to pursue aggressive expansion plans (regionally or internationally) without needing to answer to shareholders who might prioritize immediate returns.
4. Protecting from Market Volatility
Shield from Market Fluctuations: The public market can often be volatile, and stock prices may not always reflect the true value of a company. Taking BJFOOD private would protect the business from market fluctuations and allow Tan to manage it with a more stable, long-term view.
Avoiding Negative Public Perception: If BJFOOD's performance faces short-term challenges or fluctuations, being a private company shields it from negative market reactions, media scrutiny, and investor pressure.
5. Unlocking Shareholder Value
Share Buybacks: By taking BJFOOD private, Vincent Tan could buy out existing shareholders at a premium price, potentially rewarding them for their investment while consolidating ownership.
Strategic Restructuring: Being private could allow Tan to restructure or pivot the business more easily without having to meet market expectations.
6. Strengthening the Berjaya Group
Integration with Other Berjaya Companies: BJFOOD could be more easily integrated with other Berjaya Group businesses (e.g., retail, real estate, hospitality), fostering synergies that might be harder to achieve as a public company.
Centralized Control: Taking BJFOOD private would centralize control under Tan’s leadership, making it easier to align the company’s direction with the broader goals of the Berjaya Group.
7. Potential to Unlock Hidden Value
Unlocking Undervalued Assets: Vincent Tan might believe that BJFOOD is undervalued by the market and that taking it private would unlock its true potential. Without the public market’s valuation pressures, he could focus on maximizing its growth and profitability.
Increased Long-Term Value: As a private entity, BJFOOD could prioritize value-building measures (e.g., innovation, market expansion) that may take time to realize but could significantly increase the company's value in the long run.
8. Privacy in Business Decisions
Less Scrutiny: As a private company, BJFOOD would have more privacy in its business operations and strategic decisions, avoiding public scrutiny and giving Tan more leeway to implement bold changes.
Strategic Acquisitions: Taking the company private could allow Tan to pursue strategic acquisitions or partnerships without the public pressure or regulatory hurdles associated with being a listed company.
Conclusion:
Vincent Tan might take Berjaya Food private to gain full control over its operations, focus on long-term growth, and streamline decision-making without the pressures of public market performance. It would also allow him to integrate BJFOOD more effectively with other Berjaya Group companies, protect it from market volatility, and unlock hidden value through strategic decisions that may take time to pay off. The move could ultimately create a more flexible, cohesive business model that aligns with the broader goals of the Berjaya Group.
1 day ago
Good attempt. May be boycott sentiment will reduce
https://www.therakyatpost.com/trpbm/siaran-akhbar/2024/12/19/starbucks-malaysia-sambut-ulang-tahun-ke-26-buka-kedai-bahasa-isyarat-di-johor/
1 day ago
May we celebrate our holidays with big smiles and delicious coffee🎄✨
Enjoy 2 free beverages when you purchase any 2 from us and share them with your besties. 💚☕
Terms and conditions:
• Full payment must be made with Starbucks Card or Mobile App.
• Not valid with any other discount or promotion.
• Complimentary beverage should go to the lower price item.
• Complimentary beverage must be redeemed on the spot.
• Only applicable for in-store purchase.
• Not applicable to delivery service & mobile ordering (MOP/MOT).
• Applicable at all Starbucks stores in Malaysia except Starbucks stores at Genting Highlands, Berjaya Hills and all airport stores.
• Starbucks Malaysia reserves the right to change the terms and conditions and/or to cancel the promotion at any time without prior notice.
#StarbucksMalaysia
1 day ago
Major shareholders:
Berjaya Corp. Bhd. 45.6%
Berjaya Food Bhd.
8.9%
Pembangunan Sumber Manusia Bhd.
4.4%
1 day ago
Tis the season for a warm holiday get2gether with happy sips and gifts! 🎄
✨Enjoy any 2 handcrafted beverages for RM25.
Available at all Starbucks in Malaysia.
🎁Enjoy 20% off on all Starbucks Holiday Gift Sets.
Available at all Starbucks in Malaysia.
🎁Enjoy up to 40% Off merchandise.
Available at selected Starbucks stores in Malaysia.
Merchandise Sale available at selected stores below:
• Starbucks Reserve Mid Valley
• Starbucks Reserve 1 Utama
• Starbucks Reserve Berjaya Times Square
• Starbucks Reserve The Exchange TRX
• Starbucks Mitsui Outlet Park
• Starbucks Kota Kemuning DT
• Starbucks Eco Boulevard
• Starbucks Jalan Lintas DT
• Starbucks The Spring, Kuching
• Starbucks Batu Feringghi
• Starbucks Raja Uda DT
T&Cs Apply.
11 hours ago
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