BERJAYA FOOD BERHAD

KLSE (MYR): BJFOOD (5196)

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Last Price

3.90

Today's Change

0.00 (0.00%)

Day's Change

3.90 - 3.90

Trading Volume

11,200

Technical Analysis

Technical analysis is a means of examining and predicting price movements in the financial markets, by using historical price charts and market statistics.

Popular technical indicators such as moving averages, relative strength index, William R%, Money Flow Index, Percentage Price Oscillator, Moving Average Convergence-Divergence and Stochastic Oscillator are used to analyze the trend, momentum and strength of a stock.

Simple Moving Average

Name

Value

Variance

SMA10

4.444

-0.344 | -8%

SMA10

4.444

-0.344 | -8%

SMA10

4.444

-0.344 | -8%

SMA10

4.444

-0.344 | -8%

SMA10

4.444

-0.344 | -8%

SMA10

4.444

-0.344 | -8%

SMA10

4.444

-0.344 | -8%

SMA10

4.444

-0.344 | -8%

SMA10

4.444

-0.344 | -8%

SMA10

4.444

-0.344 | -8%

Exponential Moving Average

Name

Value

Variance

EMA10

4.372

-0.272 | -6%

EMA10

4.372

-0.272 | -6%

EMA10

4.372

-0.272 | -6%

EMA10

4.372

-0.272 | -6%

EMA10

4.372

-0.272 | -6%

EMA10

4.372

-0.272 | -6%

EMA10

4.372

-0.272 | -6%

EMA10

4.372

-0.272 | -6%

EMA10

4.372

-0.272 | -6%

EMA10

4.372

-0.272 | -6%

Relative Strength Index

Name

Value

RSI 9

6.604

RSI 9

6.604

RSI 9

6.604

Percentage Price Oscillator

Name

PPO

Signal

Variance

5,35,5

-12.07

-10.37

-1.70 | -16%

5,35,5

-12.07

-10.37

-1.70 | -16%

William %R

Name

Value

%R-9

-88.496%

%R-9

-88.496%

%R-9

-88.496%

Moving Average Convergence-Divergence

Name

PPO

Signal

Variance

5,35,5

-12.07

-10.37

-1.70 | -16%

5,35,5

-12.07

-10.37

-1.70 | -16%

Money Flow Index

Name

Value

MFI-9

6.348

MFI-9

6.348

MFI-9

6.348

Stochastic Oscillator

%K (Fast)

6.348

%K (Fast)

6.348

%K (Fast)

6.348

%K (Fast)

6.348

Rate of Change

Name

Value

MFI-21

29.833

MFI-21

29.833

MFI-21

29.833

MFI-21

29.833

Discussions
7 people like this. Showing 50 of 1,193 comments

treasurehunt

Bonus issues 4 for 1.

2 months ago

NatsukoMishima

Cunning fox already run at peak ! Habis liao bonus issue 4:1 , confirm drop kaw kaw ! No more corner to play !

2 months ago

beinvested

The increment of the interest rate from the Fed Reserve/USA is seemed unavoidable. The interest rate is used as a tool to tackle the inflationary effects on the price and the money supply.

The borrowers are very sensitive towards the increment of lending rate from the banks. They would dispose the investment even in overseas and move the money back to US to reduce the loans outstanding which will reduce the cost of their borrowings. If the selling is at a larger scale over the various markets whether in Asia or Europe, the selling with cause the various bourses to suffer decline. The local currencies will also subject to depression when the proceeds from the disposal of equities/shares are being sold for the the demand of USD before repatriating the funds back to US.

So, the impacted areas are the decline of the indexes of the stock exchange and also the currencies as a result of the movement/increment of the interest rate in the US.

2 months ago

PETERMOO

What jv- paris- baguette- Singapore ??can please give some details?

2 months ago

PETERMOO

Berjaya Food Bhd, which operates the Starbucks and Kenny Roger's Roasters franchise in Malaysia, is set to announce a joint venture (JV) with international bakery operator Paris Baguette Singapore. The JV signing ceremony is scheduled to be held next Monday (June 20) at Berjaya Times Square Hotel, according to an invite sent out to the media. (TheEdge)

2 months ago

treasurehunt

Double top is forming? It reminds me of Kotra.

1 month ago

wallstreetrookie

See, this Vincent Tan always dump on retail investors

1 month ago

wallstreetrookie

Always sell before Vincent Tan sells

1 month ago

wallstreetrookie

Buying Berjaya Food = Fighting against CEO and director
You make money from them, don't let them make money from YOU

1 month ago

wallstreetrookie

Sell all Berjaya Food

1 month ago

mf

Dow Jones

Dow Jones Industrial Average

29,946.44

-722.09

2.35%

Nasdaq

NASDAQ Composite

10,693.32

-405.82

3.65%

1 month ago

bulldog

Accumulation in progress


Huat chaiii

1 month ago

bulldog

Bonus coming


Huat chaiii

1 month ago

wallstreetrookie

Vincent Tan dumping again

1 month ago

wallstreetrookie

Berjaya Food off-market transactions (SELL) incoming

1 month ago

bulldog

Accumulation in progress
Bonus coming

Huat chaiii

1 month ago

wallstreetrookie

Another off-market trade bulldog haha

1 month ago

wallstreetrookie

bulldog I know you are a smart trader

1 month ago

wallstreetrookie

Before market close, you can see the off-market transaction filling. Just need to pay Bursa additional fees, expensive af but worth it

1 month ago

treasurehunt

Locking profit trend nowadays?

1 month ago

goody99

bonus issue is usually the poison that ends an uptrend. Hope I am wrong in this case

1 month ago

gemfinder

Post removed.Why?

1 month ago

PETERMOO

Investment Highlights

We maintain our BUY call on Berjaya Food (BFood) with a higher DCF-derived fair value (FV) (WACC: 8.7% and terminal growth rate: 1%) of RM5.05/share (from RM3.30/share previously), based on revised earnings. Our FV implies 14.5x PE, based on FY23F EPS.
We are revising our earnings forecasts upwards by 34% for FY22F, 42% for FY23F and 51% for FY24F after imputing more bullish sales and margin assumptions. Starbucks Malaysia’s earnings, which account for 96% of BFood’s FY22F net profit, are expected to remain resilient, underpinned by high customer retention rates and effectiveness of the company’s strategy in generating consumer interest through switching outlet formats, leveraging third-party delivery services, and change in customers’ loyalty reward programme.
Following the earnings revision, BFood is now our sector’s top pick. Leveraging on Starbucks’ strong brand equity, we believe BFood is relatively in a better position to compete in retaining consumers’ share of wallet under the current inflationary environment compared to its peers. In addition, Starbucks’ target audience of middle to high-income groups are likely to be more sticky given their bigger discretionary income buffer and more resilient spending habits to offset rising costs of living.
To fight against rising raw material prices, BFood is taking a different approach compared to its peers. Instead of passing the additional costs to end-consumers, the company is actively improving its product portfolio by pushing higher-margin products and widening offerings.
Anecdotally, Starbucks Malaysia appears to be running more aggressive marketing campaigns on promoting seasonal blended beverages which tend to have better margins. Capitalising on strong branding and customer loyalty, the brand also widened its merchandise offerings. The company is also taking active measures to diversify Kenny Rogers Roasters’ (KRR) offerings by reducing its heavy exposure to one single cost item i.e. chicken.
The group’s new venture, Paris Baguette’s earnings contribution is expected to be immaterial in the near-term as it goes through a gestation period. Pending the completion of SPC Group’s distribution facility in Johor (estimated in June 2023), we believe the bakery chain stores will likely have to import its key raw materials and this may limit its near-term earnings upside potential.
Nevertheless, we believe that Paris Baguette is a positive addition as it will help to extend BFood’s potential growth runway. The group’s strategy to progressively open 5 outlets/year, or a total of 50 stores in 10 years, will avoid potential over-investment while giving local consumers an opportunity to develop an appetite for the Paris Baguette brand.
Other Key Points on Paris Baguette Joint Venture

The initial investment of RM30mil by the joint venture entity (BFood’s portion: RM15mil), will be utilised to open the first few outlets and covers the business’ operating expenses at the initial stage. The first store will be in Klang Valley and expected to commence operation by the end of 2022.



Source: AmInvest Research - 23 Jun 2022

1 month ago

PETERMOO

BJFOOD bettered position to ride out the inflation storm

1 month ago

KooSan

becomes french fries

1 month ago

thundery

Uncle V cabut lo

1 month ago

treasurehunt

2 pieces of upside down Coffee Cup hanging lor.

1 month ago

HungryLokLok

ahahahah the history repeats again, typical

1 month ago

PETERMOO

Serving starbuck coffee n Baquette bread tomorrow! Yes??

1 month ago

wallstreetrookie

Bonus issue

1 month ago

wallstreetrookie

Vincent Tan doesn't want foreign company to take over his love baby (Starbucks Malaysia, Kenny Roger). Uni-President Taiwan needs to pay a hefty price to acquire Berjaya Food. Corporate battle

1 month ago

PETERMOO

But majority BJFOOD shares under lock in strongroom under VT’s hawk eyes! How to takeover friend!?

1 month ago

PETERMOO

Just wait n watch the Sword fights if there’s one soon!

1 month ago

PETERMOO

BJFOOD shares buy back

1 month ago

observatory

Not just Vincent Tan, even CEO Sydney Lawrance Quays has been selling shares. Maybe the company is buying back shares to avoid dilution due to ESOS. But it gives the impression that top is selling while the company maintains the share price.

1 month ago

PETERMOO

Corporate Balancing n Strategy Game??

1 month ago

wallstreetrookie

Vincent Tan has huge ego. He cannot let foreign company take over Berjaya Food

1 month ago

PETERMOO

Black coffee is steaming hot n nice

1 month ago

bulldog

Quy at 2.80

Huat chaiii

1 month ago

Michael Kwok

Sell call bjfood at rm 3.75level.tp 2.50-2.70.
Time: 7/7/2022 17.43

1 month ago

treasurehunt

Taste trend dah tukar!

1 month ago

wallstreetrookie

Berjaya Food no more upside. Will trade flat and downward risk will build. Don't expect to make money from this stock, you will get played by insiders

1 month ago

WinBigOrLoseAll

people now make their own 3-in-1, no one wanna buy expensive starbucks

1 month ago

NatsukoMishima

From 3xx million jump to 1.5billion nosh , what a joke ! Better take profit run first !

3 weeks ago

mokluhanj21

I honestly don't understand the obsession with diversifying into other brands. Paris Baguette? What is that?! Even Kenny Rogers is a waste of time. CEO should be hyper-selective on which brands to introduce and commit. Don't make diversification as diworsification.

3 weeks ago

Gley

signup at secret recipe official website to get free coffee and rm3 cash voucher!
https://member.secretrecipe.com.my/r/8EQ6TK

1 week ago

observatory

Company continues to buyback shares, while insiders from CEO to Vincent Tan continue to sell. The company buys back as if the share price is undervalued. But insiders action say otherwise. How nice. If the company has excess cash, why doesn't it distribute to shareholders as dividends instead of supporting the share price, only for insiders to take opportunity?

1 week ago

dragon328

I think company continuous share buyback is because the company share is still under-valued and the company cashflows are very strong. After setting aside funds for organic expansion of new 38-40 Starbucks outlets of around RM60-70 million a year, BJFood still has RM200 million of free cashflows or over 50 sen per share every year.
It can either declare it as dividends or buy back shares while it is still undervalued.

3 days ago

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