KAWAN FOOD BHD

KLSE (MYR): KAWAN (7216)

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Last Price

2.11

Today's Change

-0.02 (0.94%)

Day's Change

2.11 - 2.14

Trading Volume

307,500

Discussions
4 people like this. Showing 50 of 1,204 comments

wallstreetrookie

Higher export sales in the next few quarters and diverse product mix. This is a great time for Kawan Food shareholders.

Kawan Food > Power Root because Kawan Food has more superior products and diverse customer base.

2022-11-11 21:06

wallstreetrookie

SEI Investment Co: 194,100 shares
UBS Asset Management: 3,262,500 shares
Etiqa: Unknown

2022-11-11 21:13

cheeseburger

dont just talk, you must buy more! Stock is sliding down

2022-11-15 14:11

cheeseburger

rookie, stock is going south

2022-11-16 16:21

HosayLiu

Lol. 3.50 is high ambition. It's good enough for me if it can break 52 weeks high within these 2 months

2022-11-17 11:55

HosayLiu

Quite a number of companies declare ESOS lately...

https://klse.i3investor.com/web/announcement/detail/1734975

2022-11-22 11:42

HosayLiu

At least Kawan Q3 results were better YoY

2022-11-24 11:44

HosayLiu

I guess its price movement will hang around at the range of 2.20 for a while ba

2022-11-25 11:36

HosayLiu

Looks like can look for discounted price to enter. hehe

2022-11-30 18:44

cheeseburger

rookie, where is your TP of RM3.50? hahahaha
Anyone follow your advise will sure lose till pants down.

2022-12-02 16:44

julian1981

kawan kawan jangan lawan.

2022-12-02 16:50

wallstreetrookieNEW

@cheeseburger impossible to make the right call every quarter.

2022-12-05 09:07

wallstreetrookieNEW

Covered my losses with Karex. So I am still fine. But I am still not happy with the company's latest quarterly results. Quite disappointing. Management guided lower in 1Q 2023

2022-12-05 09:08

wallstreetrookieNEW

Stocks swinging 10% every month is normal. Why worry @cheeseburger?

2022-12-05 09:12

HosayLiu

How to get RM3.50 on its TP?

2022-12-05 12:23

icedvestor

Quite a rise for today

2022-12-05 18:17

HosayLiu

Can look for discounted price to collect I think

2022-12-07 10:49

HosayLiu

Yupe. Below rm2.10 is a good buying price in my opinion

2022-12-08 12:49

wallstreetrookieNEW

Continue to add on Kawan Food. Fundamental remains the same, company has exceptional product mix and frozen food business is extremely resilient

2022-12-19 10:14

HosayLiu

Maintaining healthy cash flow is a smart move during this kind of market situation

2022-12-21 18:23

HosayLiu

Still waiting for it to drop below RM2.10 to collect. keke

2022-12-22 14:42

HosayLiu

Lol... So hard to collect it below RM2.10. Dah fly up

2022-12-29 19:43

wallstreetrookieNEW

Old news already, Kawan management has mentioned about it a long time ago

2 months ago

wallstreetrookieNEW

Not really exciting news for existing shareholders. I don't really like this

2 months ago

HosayLiu

Good for Kawan's cash flow as well. Smart move for not making expansion during this kind of wobbly economy

2 months ago

wallstreetrookieNEW

Power Root and F&B companies mostly reported stellar earnings. Hard to imagine if Kawan Food cannot follow

2 months ago

wallstreetrookieNEW

Easiest buy

2 months ago

HosayLiu

Nice. Share price slowly moving up

2 months ago

wallstreetrookieNEW

Recession is coming for the US and every country dependent on the US. There is no way to avoid it. Avoid energy stocks and go overweight on F&B

2 months ago

wallstreetrookieNEW

BN: People started eating at home more due to Covid. Do you think that trend will stick?

Sean Connoly, CEO of Conagra (one of the industry leaders in frozen food industry): If you look at every generation, when people grow up, they get out of college, they've got a significant other, they get their first place to live on their own. That means they've got their first kitchen, they start buying stuff, they start fiddling with food, developing some basic skills. Maybe kids come. Consumption of food at home goes up and up. In the pandemic, by our estimation, about five years of natural evolution happened all at once. So, for example, if you're 20 and you've never made an omelet and you try to make an omelet in a nonstick pan without a can of Pam, good luck. Have fun cleaning that pan. So, we had kids basically figuring that out.

2 months ago

wallstreetrookieNEW

BN: Was there a big education curve to get people on board with more frozen food?

Sean Connoly: We knew people were going to be in the frozen section because there's stuff there that they have to buy, whether it's a bag of vegetables or a frozen pizza or a gallon of ice cream. But we learned a number of years ago that the provocativeness of your package design is a hugely important factor in getting the consumer to pause, look at your offering and say, wow, that is intriguing. A lot of the focus in making these innovations work is not just designing the food, but it's designing the package.

2 months ago

wallstreetrookieNEW

You will regret years in the future if you don't hold Kawan Food in your portfolio. Insane growth

2 months ago

HosayLiu

Alrdy included Kawan in portfolio when it's below RM2. hehe

2 months ago

HosayLiu

Wonder their Q4 results will outperform Q3 or not

2 months ago

HosayLiu

In fact, this JV with Good2Nature to undertake the business of producing biocompost can reduce food wastage

2 months ago

Rocket888

Kawan super bearish. Any bad news?

1 month ago

HosayLiu

Their revenue in Q4 will drop I guess

1 month ago

Rocket888

Revenue drop means profit also drop

1 month ago

HosayLiu

Yup. Wait for them to announce their Q4 officially within this month ba

1 month ago

Rocket888

Engine sudah start?

1 month ago

HosayLiu

Good Q4 leaked...?

1 month ago

Rocket888

When Q4 result out?

1 month ago

HosayLiu

No idea. End of this month perhaps

1 month ago

HosayLiu

estimated KAWAN could make RM75 million for its revenue in Q4

1 month ago

Rocket888

OTHERS KAWAN FOOD BERHAD ("KAWAN" OR THE "COMPANY") - A SINGLE TIER INTERIM DIVIDEND OF 3.6 SEN PER ORDINARY SHARE

1 month ago

Rocket888

Q4 result :
NP 8655.
QoQ (17%}
YoY (14%}

1 month ago

Rocket888

Kawan Food's Net Profit Down 9.5% Dragged by Higher Selling and Operation Expenses

1 month ago

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