CCK CONSOLIDATED HOLDINGS BHD

KLSE (MYR): CCK (7035)

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Last Price

0.70

Today's Change

+0.005 (0.72%)

Day's Change

0.695 - 0.71

Trading Volume

399,800

Financial

Show?
Last 10 FY Result
AQR T4Q 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 31/12/13 CAGR
Revenue 878,000 878,000 878,000 691,471 657,421 659,740 623,165 609,259 553,125 509,051 451,282 435,722 8.09%
PBT 80,938 80,938 80,938 31,902 46,107 43,557 35,969 38,070 25,846 18,861 12,947 15,521 20.12%
Tax -18,825 -18,825 -18,825 -7,114 -10,143 -9,896 -8,040 -9,242 -7,531 -4,976 -4,650 -5,177 15.41%
NP 62,113 62,113 62,113 24,788 35,964 33,661 27,929 28,828 18,315 13,885 8,297 10,344 22.02%
-
NP to SH 62,113 62,113 62,113 24,788 35,964 33,622 27,898 28,798 18,296 13,869 8,280 7,429 26.59%
-
Tax Rate 23.26% 23.26% 23.26% 22.30% 22.00% 22.72% 22.35% 24.28% 29.14% 26.38% 35.92% 33.35% -
Total Cost 815,887 815,887 815,887 666,683 621,457 626,079 595,236 580,431 534,810 495,166 442,985 425,378 7.50%
-
Net Worth 361,696 361,696 361,696 315,359 300,822 276,004 264,254 255,110 235,287 217,431 162,635 142,408 10.90%
Dividend
AQR T4Q 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 31/12/13 CAGR
Div - - - - - - - - - - - - -
Div Payout % - - - - - - - - - - - - -
Equity
AQR T4Q 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 31/12/13 CAGR
Net Worth 361,696 361,696 361,696 315,359 300,822 276,004 264,254 255,110 235,287 217,431 162,635 142,408 10.90%
NOSH 630,718 630,718 630,718 630,718 630,718 630,718 630,718 315,359 315,359 155,307 167,664 154,791 16.88%
Ratio Analysis
AQR T4Q 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 31/12/13 CAGR
NP Margin 7.07% 7.07% 7.07% 3.58% 5.47% 5.10% 4.48% 4.73% 3.31% 2.73% 1.84% 2.37% -
ROE 17.17% 17.17% 17.17% 7.86% 11.96% 12.18% 10.56% 11.29% 7.78% 6.38% 5.09% 5.22% -
Per Share
AQR T4Q 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 31/12/13 CAGR
RPS 140.79 140.79 140.79 109.63 104.90 105.17 99.04 193.45 176.31 327.77 269.16 281.49 -7.40%
EPS 9.96 9.96 9.96 3.96 5.74 5.34 4.43 9.18 5.83 8.93 5.33 6.67 4.55%
DPS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -
NAPS 0.58 0.58 0.58 0.50 0.48 0.44 0.42 0.81 0.75 1.40 0.97 0.92 -4.99%
Adjusted Per Share Value based on latest NOSH - 630,718
AQR T4Q 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 31/12/13 CAGR
RPS 139.21 139.21 139.21 109.63 104.23 104.60 98.80 96.60 87.70 80.71 71.55 69.08 8.09%
EPS 9.85 9.85 9.85 3.96 5.70 5.33 4.42 4.57 2.90 2.20 1.31 1.18 26.57%
DPS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -
NAPS 0.5735 0.5735 0.5735 0.50 0.477 0.4376 0.419 0.4045 0.373 0.3447 0.2579 0.2258 10.90%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 31/12/13 CAGR
Date 30/12/22 30/12/22 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 31/12/13 -
Price 0.72 0.72 0.72 0.555 0.625 0.525 0.395 1.10 0.67 1.02 0.84 0.855 -
P/RPS 0.51 0.51 0.51 0.51 0.60 0.50 0.40 0.57 0.38 0.31 0.31 0.30 6.06%
P/EPS 7.23 7.23 7.23 14.12 10.89 9.79 8.91 12.03 11.49 11.42 17.01 17.81 -9.52%
EY 13.83 13.83 13.83 7.08 9.18 10.21 11.23 8.31 8.70 8.75 5.88 5.61 10.53%
DY 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -
P/NAPS 1.24 1.24 1.24 1.11 1.30 1.19 0.94 1.36 0.89 0.73 0.87 0.93 3.24%
Price Multiplier on Announcement Date
AQR T4Q 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 31/12/13 CAGR
Date 22/02/23 22/02/23 22/02/23 24/02/22 25/02/21 25/02/20 25/02/19 26/02/18 23/02/17 29/02/16 27/02/15 27/02/14 -
Price 0.755 0.755 0.755 0.56 0.59 0.505 0.645 1.26 0.66 1.15 0.90 0.83 -
P/RPS 0.54 0.54 0.54 0.51 0.56 0.48 0.65 0.65 0.37 0.35 0.33 0.29 7.14%
P/EPS 7.58 7.58 7.58 14.25 10.28 9.42 14.55 13.78 11.32 12.88 18.22 17.29 -8.75%
EY 13.19 13.19 13.19 7.02 9.73 10.61 6.87 7.26 8.84 7.77 5.49 5.78 9.59%
DY 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -
P/NAPS 1.30 1.30 1.30 1.12 1.23 1.15 1.54 1.56 0.88 0.82 0.93 0.90 4.16%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
3 people like this. Showing 50 of 3,470 comments

aireez

MACD never apply to this counter lorr
soon or sonner it will reach and and play at 60cts++
so ... i hope more share to be sell at cheap price to me to accumulate

2022-07-02 10:34

aireez

current crisis will never harm CCK at all
but ... giving CCK a big room to moving up gradually to hit at least 72cts near future

2022-07-02 10:41

gohkimhock

This is a defensive counter. Nice one. I would say better than those consumer counters involved in confectionery or fcmg. Almost an essential category.

2022-07-02 11:17

DickyMe2

Post removed.Why?

2022-07-05 09:33

CurryBento

when egg rise, usually is market bad time hahahaha

2022-07-13 13:29

CurryBento

congrats those who patient and park their money here

2022-07-13 13:30

CurryBento

yo arse

2022-07-28 12:25

Legend

Sapuuuu la apa tunggu

2022-09-06 09:36

UnicornP

Will go 1

2022-09-30 14:38

UnicornP

Looks like the buying was spurred by the RHB article.

2022-09-30 18:33

winlast

woom, go

2022-10-03 14:21

winlast

today technical correction, tomorrow going up again

2022-10-03 21:13

winlast

yeah g o going up towards RM 67cents

2022-10-04 10:37

Patron

PTRB & CCK have been moving together closely..

2022-10-04 14:17

constantine007

CCK warrant hardly move...

2022-10-04 20:25

Patron

Egg subsidies has been increased from 3c / pc to 8c / pc !
Chicken export has been lifted !
Time to buy poultry stocks!

2022-10-10 14:40

chon99

https://www.businesstoday.com.my/2022/10/08/budget-2023-stengthens-the-national-food-security-agenda/

2022-10-10 20:17

chon99

Take a look at the comments on Budget 2023 by BUSINESS TODAY.

Then you will have a better idea as how important is the food industries to Malaysia.

Incidentally, CCK is one of the food industries within the food and beverage sector.

2022-10-10 20:22

chon99

Sooner or later CCK will rebound to a higher level.

Hope the share will be well sought after like fruitcakes, yummy and mouth watering.

2022-10-12 14:26

CurryBento

telur bawangggggggg

2022-11-09 16:13

CurryBento

next tp 0.62

2022-11-09 16:13

CK Jeff

will increase soon...

2022-11-10 11:25

Target1

$$$$$$$$$$$$$$$$$$$

2022-11-25 09:26

Srsm Trader

looking good.

2022-11-25 16:34

TSHRicky

The Domestic Trade and Consumer Affairs Ministry has issued compound notices totalling RM534,200 to 2,205 producers, wholesalers and retailers of chicken and eggs from Feb 2 until Monday (Nov 28)

2022-11-29 15:59

TSHRicky

The ministry's chief secretary Datuk Azman Mohd Yusof said the compounds were issued through 2,205 enforcement actions against profiteering in subsidised price-controlled products throughout the period

2022-11-29 15:59

BursaKakis

TP 1.03 by CgsCimb on 25 Nov 2022

2022-12-01 11:36

BursaKakis

CCK Consolidated Holdings
3Q22: Robust results from retail and poultry
■ 9M22 core net profit of RM36m (+102.6% yoy) was above expectations, due
to better-than-expected results from its retail and poultry segments in 3Q22.
■ We expect CCK to record slightly weaker qoq results in 4Q22F, due to higher
input costs (weak ringgit) and seasonally slower sales.
■ Reiterate Add, with a higher TP of RM1.03 (12x CY24F P/E).
9M22 core net profit rose 102.6% yoy, beating expectations
3Q22 core net profit came in at RM13m (+106.3% yoy), after accounting for one-off gains
of RM13.4m (gain on disposal of investment properties of RM6m and estimated RM7.5m
in subsidies from the government in relation to the price ceilings on chicken and eggs).
This brought 9M22 core net profit to RM36m (102.6% yoy); above expectations at 83.8%
of our and 86.5% of Bloomberg consensus full-year estimates. The earnings beat in 3Q22
was due to stronger-than-expected contribution from its retail and poultry divisions. We had
expected weaker sales volume from both segments due to surge in feed cost prices.
3QFY22: Stronger qoq performance across all divisions
On a qoq basis, 3Q22 revenue and core net profit rose 12.2% and 10.8% respectively.
Retail segment’s 3Q22 EBIT rose 87.4% qoq to RM27m, owing to: i) better overall cost
control and ii) margin enhancements from selling price hikes. Poultry segment’s 3Q22 EBIT
rose to RM7.3m, lifted by the government subsidy of RM7.5m. Excluding this, the segment
would have posted a 3Q22 EBIT of -RM0.2m, still narrower than the -RM0.8m in 2Q22,
thanks to higher selling prices. Prawn segment’s 3Q22 EBIT expanded to RM2.1m (>100%
qoq) owing to the maiden contribution from PT Bonzana, an Indonesia prawn processing
plant whose acquisition it completed in 3Q22. Food service segment’s 3Q22 EBIT rose
58.7% qoq, thanks to higher demand from schools (increase in student activities).
Expecting a slightly weaker 4Q22F qoq
We expect CCK to record a slightly weaker core net profit qoq in 4Q22F, premised on: i)
weaker sales owing to lower consumer affordability (reduced spending power amid
inflationary pressures), ii) higher input costs from a weaker ringgit, and iii) seasonally
weaker performance from its food services unit (lower demand from school due to festive
and year-end school holidays) and prawn segment (weaker demand due to seasonality
factors). Nevertheless, we project CCK to post net profit growth of 6.6%/5.7% in
FY23F/24F, to be mainly driven by its retail (more store openings), poultry (lower feed cost
prices) and prawn (full contribution from PT Bozana) segments.
Maintain Add, with higher TP of RM1.03 (12x CY24F P/E)
In tandem with the 3Q22 results beat, we raise our FY22-24F EPS to account for higher
contribution from its retail and poultry segments. Accordingly, our TP rises to RM1.03 (12x
CY24F P/E, its current 5-year mean), and we keep our Add call. Besides its attractive
valuation (7.7x CY23F P/E, a 35.8% discount to its 5-year mean), we like CCK for: i) the
defensive nature of its retail business, ii) its captive market in East Malaysia, and iii) the
inelastic demand for poultry goods in Malaysia.

2022-12-01 11:49

Patron

The Edge's boss Tong has added CCK into his portfolio last week.

2022-12-01 21:25

BursaKakis

Tong's Portfolio - CCK

We also acquired shares in relatively attractively value consumer stock, CCK Consolidated Holdings Bhd. The company operates a fully integrated poultry business - from feed mill to breeder farms, hatchery, broiler and layer farms, and abattoir - primarily in the state of Sarawak. The downstream distribution network includes retail stores, supermarkets as well as retail outlets across Sarawak, Sabah and Indonesia (Jakarta and Pontianak). Fresh dressed chicken and chicken parts make up of about 50% of its retail stores' products, where about 70% of its customers are F&B operators.

CCK's revenue grew 21%-26% y-o-y in 1QFY2022/2QFY2022, and 36% in the latest quarter, 3QFY2022, bolstered by the new store openings, contributions from new facilities related to frozen poultry products in Pontianak, as well as recovery in its school food services units. The company's latest venture, the diversification into prawn agriculture and processing - largely for exports, including Australia, Hong Kong, Japan, Dubai, Vietnam and Indonesia - also contributed to top-line growth. Its prawn factories are HACCP-certified and process both cook -and-feel and IQF prawns. Net profit margin recovered to between 5.3% and 5.6% in the last two quarters, as the hotel/restaurant/cafe' businesses rebounded with the easing of lockdown measures. Its trailing PER is only 10 times while dividend yield is around 1.8%.

Source ; The Edge Malaysia December 5, 2022

2022-12-03 17:51

mansaham1972

Tq info bursakakis

2022-12-04 08:18

DickyMe

With egg price reduction, demand will and should rise.

2022-12-12 13:07

Target1

$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

2 months ago

mansaham1972

Waran paling buruk yg pernah ada di bursa Malaysia,ini bos tak tahu malu ka.Cuba tengok dan belajar dari notion waran terbang walau expired april tahun depan

2 months ago

Target1

$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

2 months ago

newbie9893

buy CCK,,chicken is the Best cheapest meals in market right now

2 months ago

fairyz

Slowly this counter going up......the main focus looks like chicken/eggs/poultry but actually they have other strong subsidiaries as well

In term of warrants....the exercise price is too huge? Expiry is another 5 months

Need to wait this motherland going near rm1 then maybe it will also follow suits....

2 months ago

azfar8

any bad news?

1 month ago

howardmark

https://www.thestar.com.my/news/nation/2023/02/21/no-more-price-controls-for-chicken-eggs-after-june

3 weeks ago

Wealthy99

always a hit and run counter

3 weeks ago

fruitcake

chicken run

3 weeks ago

Patron

PARIS: The World Health Organization (WHO) said today that increasing reports of the H5N1 avian flu among humans were “worrying” following the death of an infected 11-year-old Cambodian girl.

3 weeks ago

DickyMe

Does UN's several organisations matter?
They have been barking like street dogs.
Nothing heeded except for pandemic.
But why pandemic is the million dollar question.

Because it is related to health and human live and what does that mean?
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

So the two year lockdown curtailing all activities except of those who are connected.

3 weeks ago

fruitcake

'bird flew'

3 weeks ago

Patron


PETALING JAYA: Subsidi bagi telur dan ayam akan diteruskan sehingga Jun ini dengan melibatkan kos sebanyak RM1.28 bilion, kata Kementerian Pertanian dan Keterjaminan Makanan (KPKM).

3 weeks ago

constantine007

warrant hardly move...guess no more hope for warrant

1 week ago

fruitcake

bird flew chicken run

1 week ago

Investgaogao

One of the strongest food chain in east malaysia... Actually prawn margin good compate to chicken

1 week ago

fruitcake

chartwise is...nuh huh

1 week ago

fruitcake

cantakee fried chicken is strong. give me 0.65

4 days ago

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