speakup

Some ppl like to show off they drink Starbucks, to show off in front of camera they rich and can afford Starbucks. But behind the camera they complain why food drinks so expensive in Malaysia. Real hypocrites!
When I see someone drink at Starbucks, I no longer see someone rich but instead see a fools

2 months ago

OnTime

the excellent coffee at my local kopitiam only costs rm1.80

2 months ago

supersaiyan3

Lurker, there are many elements in brand like Starbucks. As comparison, the coming electric car charging station will be similar to your Wi-Fi experience.

2 months ago

speakup

Agree with OnTime. There are many better and cheaper alternative to Starbucks. Starbucks is rubbish!

2 months ago

supersaiyan3

我會說，當代文明是建立在誠信、關愛、互助等等基礎上。

一些人誤以為他們的失敗只是因為他們不夠壞，而且認為有錢人都是蠢人、或壞人。所以他們幻想需要一些強權替他們達致目的。所以，他們用盒子下載、用翻版軟件、打尖破壞規矩、不守信用、甚至支持侵略，其實都只會造成更壞的結果。無他，蓋因人無信而不立！

你跟人家喝咖啡，一塊八毛，可能還要人家付錢，人家怎會看得起你？別說給你機會，就算跟你講一些真心話都懶得了。

星巴克環境整潔衛生，出入都是有品味、或是安靜的人，這有什麼不好？青菜蘿蔔，各有所好！

2 months ago

shortinvestor77

青菜蘿蔔，各有所好！Great!

2 months ago

LaoHaidi

you get what you pay for. Starbucks aint sell coffee, it sells brand

2 months ago

speakup

Nak berlagak T20, go Starbucks

2 months ago

speakup

https://malaysia.yahoo.com/news/do-malaysians-prefer-cook-or-eat-out-cost-of-convenience-versus-time-034841824.html

2 months ago

BursaKakis

Margins set to rebound; upgrade to Add
■ We upgrade BFood to Add from Reduce with a higher GGM-based TP of
RM1.00 as earnings are set to improve on higher sales and margin recovery.
■ Key re-rating catalysts: i) robust store expansion to drive sales growth, ii)
margin expansion as input costs ease from 2HFY24F, iii) rebound in tourism.
■ We switch to GGM model (prev. 12x CY24F P/E) to better reflect future
profitability – 21% ROE, 9.5% COE, 4% long-term growth.

Kindly refer to BursaKakis Telegram Channel for full research report.

0 seconds ago

2 months ago

LaoHaidi

Positive trend for BJfood currently

2 months ago

DoubleO

Friday time, starbucks time👍

2 months ago

LaoHaidi

TP RM1 from CIMB by the way

1 month ago

skynet2000

Yesterday USD break RM4.73
This means Starbuck still pay high cost for their coffee beans, the coming 2Q results shall still stay at low profits.
Therefore, stay away for this moment.

1 month ago

LaoHaidi

Supposedly they bought the coffee beans in lower cost, right if USD is strong as coffee beans are from Brazil and other countries

1 month ago

skynet2000

Nope. Starbuck coffee beans price in USD for whole world.
Means will pay higher for higher USD

1 month ago

Cryptolover

most companies have hedges against currency; once consumer confidence return, its branding and franchising effect will gain more profits

1 month ago

LaoHaidi

No worries, they purchase coffee beans in bulk, it doesn't affect much on their usual cost

1 month ago

supersaiyan3

Actually coffee beans prices have been dropping, so slightly higher usd has practically no effect.

RM1 just about right. I think coming QR will be good, due to lower bean prices. Previous QR has stated profit low due to high bean prices.

But i will still wait for Anwar's 4pm announcement, because subsidy rationalisation will hurt M40.

1 month ago

DoubleO

Sakit 😭

1 month ago

LaoHaidi

Now M40 becomes B40, B40 jadi lebih sakit

1 month ago

buahcempedak

the highlight on Starbucks,.
any opinion, on the other sub brand under the same BF umbrella performing?
I wonder how 23Q4&24Q1 gonna be,.

1 month ago

LaoHaidi

Then wait for BJfood to present its 2023 annual report. May be got some information in the report

1 month ago

NRahmat

Berjaya Corp Bhd (BCorp) has raised its stake in Berjaya Food Bhd (BFood), whose share price has fallen by a third year to date, to 57.43% from 55.31% after buying 37.25 million shares. BCorp paid RM26.59 million in total or 71.4 sen per share for the block of shares purchased. BFood, which operates the Starbucks coffee chain in Malaysia, closed at 68.5 sen on Monday, giving it a market capitalisation of RM1.33 billion. Following the latest transaction, BCorp now holds a total of about 1.008 billion shares, or a 57.43% stake, in BFood.

1 month ago

LaoHaidi

BCorp was very active in buying the stake of Bfood recently. Good news coming? 😁

1 month ago

skynet2000

Left pocket to right pocket, the proceed from disposal of BLand, swap to BFood.

1 month ago

skynet2000

Due to high RM:USD rate recently and poor spending power in present inflation,
foresee same store results and profit will be poorer vs previous year.
Forthcoming two Q1 & Q2 would not be good.

1 month ago

8u29song

kena sabotaj ni....better distance for same times

3 weeks ago

Cheers

Run

3 weeks ago

LaoHaidi

Bought 1 mil shares but sold 77 mil shares 😏

3 weeks ago

Cheers

This is not good.nextbqr not good

3 weeks ago

AnndyYSYong

When QR release ?

3 weeks ago

speakup

https://www.thestar.com.my/business/business-news/2023/11/08/boycott-impacts-bfood
yesterday pass by starbuck near my office only see 1 customer inside

3 weeks ago

8u29song

dont play play.....kena boycott coming QR sure ugly..... safeguard your wealth...

3 weeks ago

speakup

This one artificially supported at 70¢ by VT. If not becoz of support, will be 50¢ already due to boycott

2 weeks ago

LaoHaidi

They will reduce the price or do promotions to attract back the customers. That boycott is futile. ha

2 weeks ago

8u29song

Monday, 6 Nov 2023
5:34PM
BJFOOD BERJAYA GROUP BERHAD (77,300,000 units Disposed)
5:34PM
BJFOOD BERJAYA CORPORATION BERHAD (80,300,000 units Transacted)
5:34PM
BJFOOD JUARA SEJATI SDN BHD (77,300,000 units Disposed)

2 weeks ago

8u29song

woow....fast fast run away first....

2 weeks ago

BuildBackBossku

Surprisingly, with those disposal, Bjfood still standing firmly at above 65 cents

2 weeks ago

Icon 888

Boikot will effect la..

2 weeks ago

James_Bond

Good timing to short bjfood! Haha!

2 weeks ago

LaoHaidi

Waiting to grab again if falls below 60 cents. Ha

2 weeks ago

DoubleO

Goodbye Starbucks😣

2 weeks ago

8u29song

see any margin call next few days....

2 weeks ago

BuildBackBossku

it will sharp dropping to 60 cents and below if margin calls happen ..

2 weeks ago

BuildBackBossku

Got share dividend 1 to 100. Is it similar to bonus issue...? will get extra1 unit for every 100 units holding?

1 week ago

U1818

https://www.sinardaily.my/article/212965/world/middle-east/ceasefire-to-be-announced-in-coming-hours---sources

Ceasefire to be announced in coming hours - Sources

GAZA - A Hamas official said Tuesday that a ceasefire agreement with Israel will be announced in the coming hours in Qatar.

The official, who requested to remain anonymous, told Xinhua, "We are close to reaching an agreement in the coming hours, and the movement has delivered its response to the mediators."

1 week ago

U1818

https://www.cnbc.com/2023/11/21/israel-hamas-war-live-updates-latest-news-on-gaza-conflict.html

Israel-Hamas war live updates: Hamas leader says ‘we are close to reaching a truce agreement’ with Israel

1 week ago

8u29song

damages has been done...only ugly QR then down 2-3 sen...then again down 2-3 sen....who want

4 days ago

LaoHaidi

Only temporary affected Starbucks business, it will back to normal

16 hours ago