BERJAYA FOOD BERHAD

KLSE (MYR): BJFOOD (5196)

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Last Price

4.20

Today's Change

-0.18 (4.11%)

Day's Change

4.20 - 4.43

Trading Volume

494,200

Entitlement

Upcoming

Happening

Ann. Date Ex Date Type Subject Amount
Discussions
7 people like this. Showing 50 of 1,060 comments

PETERMOO

Big drop this morning but volume little???

1 month ago

PETERMOO

U are a starbucks master! Thanks!

1 month ago

stockraider

Starbucks key now should not be opening more outlets loh!

Bcos they have plenty outlets now mah!

They should focus on generating more sells per out leh loh!

That is how major profits are generated mah!

Lu tau boh ?

1 month ago

mokluhanj21

any of you been to starbucks recently? this bulan puasa, it's crazy weh the queue esp weekend evenings. q sampai road side the one at Avenue K. i went to buy coffee, so stressed too many people like this is some MRDIY ..but then again i remember I am a shareholder so I smile and just leave..please please buy :P

1 month ago

mokluhanj21

based on the BFM Breakfast Grille interview, Datuk CEO is quite confident that BJF would be able to exceed market expectations of FY PATMI of RM80 mil.

My lazy back of the envelope calc
Q1: 11.63
Q2: 38.88
Q3: 35 to 40?
Q4: 35 to 40?
FY: 120 to 130 mil

Current PE ratio: 18x
[Discount and use 16x]

Tgt mcap: RM1920mil to RM2080mil
Tgt share price: RM4.9 to RM5.3
Upside from price now: a further 35% to 46%

Seems a bit high, maybe can use 15x PE ratio and discount 10% earnings: [Adjusted /conservative]
FY PATMI: RM108 mil to RM117
PE: 15x
EPS: RM0.27 to RM0.30
TP: RM 4.05 to RM4.50

*This is not investment advice, only sharing of notes. Do your own due diligence please. Thank you*

1 month ago

PETERMOO

3.68 support???

1 month ago

PETERMOO

Yes! Now waiting for the Customers! Where are they??

1 month ago

PETERMOO

The aroma Starbuck coffee is ready!?

1 month ago

PETERMOO

Starbuck Coffee is coming!

1 month ago

PETERMOO

Technically Buy or Sell??

BJFOOD - technical Analysis

https://www.tradingview.com/symbols/MYX-BJFOOD/technicals/

1 month ago

mokluhanj21

Have u seen the outlets? The one at Klcc area like Zouk at 11pm on weekend.
Kindly share how your local outlets are doing so we can have a feel of "now-casting" to gauge coming performance. Thanks

1 month ago

PETERMOO

Slowly restarting?

1 month ago

PETERMOO

Volume very low? Why? No more buyers??

1 month ago

mokluhanj21

can't wait to see the Q1 CY22 results.

4 weeks ago

PETERMOO

Q1 Result coming?

3 weeks ago

awong3632

Haizzzzzzzz

1 week ago

mokluhanj21

@observatory @ zhangzhuode @dragon
are you guys seeing what's happening to the Risk Free Rate/ Discount Rate? my dreaded alternate future is coming true.
While I am positive on the earnings & cashflow growth, I am very scared with the discount rates spiking like mad

What are your thoughts? any severe negative impacts on your model & valuation?
hate this weh. :(

1 week ago

Jokers2020

everyday starbuck so many people,drive thru also long queue...but share price drop like nobody

1 week ago

troy88

Good stock but operator is cunning..

1 week ago

wallstreetrookie

Quality stock, don't worry

1 week ago

tys203831

Fast food chain Subway has forged a new master franchise agreement with Pegacorn Sdn Bhd to expand the brand’s footprint in Peninsular Malaysia.

I think BJFood is also Subway's master franchise. So, will this event affect BJFood? Good or Bad?

https://www.theedgemarkets.com/article/subway-inks-agreement-pegacorn-...

1 week ago

PETERMOO

Berjaya Food 3Q net profit more than doubles, declares 1.5 sen dividend
https://newswav.com/A2205_cDEXxB?s=A_z6BFhBH

1 week ago

PETERMOO

Tomorrow BJFOOD SHARES price WILL BE UP AGAIN??

1 week ago

PETERMOO

5196 BJFOOD BERJAYA FOOD BERHAD
Quarterly rpt on consolidated results for the financial period ended 31/03/2022
Quarter: 3rd Quarter
Financial Year End: 30/06/2022
Report Status: Unaudited
Submitted By:
Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
31/03/2022 31/03/2021 31/03/2022 31/03/2021
RM '000 RM '000 RM '000 RM '000
1 Revenue 245,998 181,728 706,471 536,547
2 Profit/Loss Before Tax 46,262 18,211 125,551 51,987
3 Profit/(loss) attributable to ordinary equity holders of the parent 31,578 11,606 82,081 33,099
4 Net Profit/Loss For The Period 31,213 11,063 81,188 32,310
5 Basic Earnings/Loss Per Shares (sen) 8.72 3.27 22.80 9.35
6 Dividend Per Share (sen) 1.50 1.00 3.50 2.00
As At End of Current Quarter As At Preceding Financial Year End
7 Net Assets Per Share (RM) 1.2491 1.0556
Remarks:
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

11/05/2022 05:52 PM

1 week ago

PETERMOO

I think this positive BJFOOD NEWS can propel BJFOOD to greater heights. Watch tomorrow’s initial placement for early trade!

1 week ago

soon2795

TAIWAN WANTS OUR 7ELEVEN & STARBUCKS?! | The FAQ Show

https://www.youtube.com/watch?v=3lKTd0eKpqs

1 week ago

bulldog

Rm5 in the making


Huat chaiii

1 week ago

bulldog

Thks VT

Huat chaiii

1 week ago

bulldog

Thks for the dividend


Huat chaiii

1 week ago

bulldog

Accumulation in progress


Huat chaiii

1 week ago

mokluhanj21

Wow. FCF increased by 19% qoq.

1 week ago

dragon328

Another superb quarterly result. It shows that the strong retails spending in Q42021 had continued into 1Q2022. Strong cash flows of RM156 million for 9 months FY2022, annualised to RM208 million or 54 sen per share!

1 week ago

dragon328

Total borrowings came down from RM286 million from one year ago to RM191 million, indicating strong cash flows to pare down borrowings in H1FY2022. Debt repayment has slowed in Q3, showing that the debt level of RM191m is comfortable to the management.
Capex was still modest at RM46m in first 9 months of FY2022 after BJFood opened a total of 18 new Starbucks store YTD.

1 week ago

dragon328

Maybank IB raised tp for BJfood to RM5.70 which is fair to me at 9.5% free cash flow yield, though I think a valuation close to 8% FCF yield or RM6.75 would be better, given that BJFood is still in the growth phase.

1 week ago

troy88

Should push above RM4 and not look back this time. I believe consolidation should be over and the strong QR and outlook should propel it to greater heights..

1 week ago

gemfinder

Huat chai. Can share maybank report? Thx

1 week ago

bulldog

Thks VT

Huat chaiii

1 week ago

bulldog

The next bjland and bjasset


Huat chaiii

1 week ago

troy88

Looks like it's good bye RM4 and below..

1 week ago

treasurehunt

Up so fast liao!

1 week ago

PETERMOO

So what next?

1 week ago

speakup

https://www.theedgemarkets.com/article/berjaya-food-share-price-rocket...

look at page 161 of Berjaya Food annual report, Redtone is 14th largest Berjaya Food shareholder! if u missed Berjaya Food, buy Redtone for indirect exposure to Berjaya Food

1 week ago

PETERMOO

Which can move faster at this moment??

1 week ago

stingray_ea

sui sui to rm 10 better

6 days ago

stingray_ea

keeper more than seller

6 days ago

stingray_ea

bjfood >>> fooooood crisis player game

6 days ago

treasurehunt

Hike in profit margin from 14% to 21%. Starbuck has increased the selling price of the products by 20%?

5 days ago

wallstreetrookie

BJFood is the next Hengyuan

3 days ago

gemfinder

huat chai

3 days ago

cywk

overprice

3 days ago

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