FRASER & NEAVE HOLDINGS BHD
KLSE (MYR): F&N (3689)
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Last Price
27.82
Today's Change
+0.14 (0.51%)
Day's Change
27.58 - 27.96
Trading Volume
65,900
Financial
Market Cap
10,204 Million
NOSH
367 Million
Latest Quarter
30-Sep-2024 [#4]
Announcement Date
05-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
31-Jan-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
-30.12% | -38.21%
Revenue | NP to SH
5,245,628.000 | 542,766.000
RPS | P/RPS
1,430.19 Cent | 1.95
EPS | P/E | EY
147.98 Cent | 18.80 | 5.32%
DPS | DY | Payout %
62.92 Cent | 2.26% | 42.52%
NAPS | P/NAPS
9.74 | 2.86
QoQ | YoY
-8.83% | 1.09%
NP Margin | ROE
10.38% | 15.20%
F.Y. | Ann. Date
30-Sep-2024 | 05-Nov-2024
Latest Audited Result
30-Sep-2024
Announcement Date
17-Dec-2024
Next Audited Result
30-Sep-2025
Est. Ann. Date
17-Dec-2025
Est. Ann. Due Date
29-Mar-2026
Revenue | NP to SH
5,245,628.000 | 542,766.000
RPS | P/RPS
1,430.19 Cent | 1.95
EPS | P/E | EY
147.98 Cent | 18.80 | 5.32%
DPS | DY | Payout %
62.91 Cent | 2.26% | 42.51%
NAPS | P/NAPS
9.74 | 2.86
YoY
1.09%
NP Margin | ROE
10.38% | 15.20%
F.Y. | Ann. Date
30-Sep-2024 | 05-Nov-2024
Revenue | NP to SH
5,245,628.000 | 542,766.000
RPS | P/RPS
1,430.19 Cent | 1.95
EPS | P/E | EY
147.98 Cent | 18.80 | 5.32%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-11.08% | 1.09%
NP Margin | ROE
10.38% | 15.20%
F.Y. | Ann. Date
30-Sep-2024 | 05-Nov-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
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 515 comments
28 cans of 100 plus selling at rm24! You can see how F&N going to earn money…
2023-01-17 13:36
New 100Plus Pro coming into the market.
The fresh milk segment is going to be an all integrated farm- corn feed, milking, automation, beef product, etc. And best thing is that they are targeting mass market pricing. They are hitting Farm Fresh directly head on in my opinion.
Thailand business will be contributing the same as Malaysia's operation and they also expect Export to contribute nearly the same in the future. There will be 3 Pillars of main contribution with 2 sub contributor vs now 1.5 main contributor only.
2023-01-17 17:43
Ha ha, came out new variety.....100plus beer. Wud b a great non halal idea indeed@Pang72
2023-02-02 04:42
Analysts upbeat on F&N's earnings prospects as Thai ops set to improve
-A+A
KUALA LUMPUR (Feb 7): Analysts are optimistic about Fraser & Neave Holdings Bhd’s (F&N) performance in the quarters ahead as they see its operation in Thailand improving with the return of international tourists and the strengthening of the baht against the ringgit and US dollar.
https://www.theedgemarkets.com/node/654238
2023-02-08 09:58
Pang72 is so lonely...hehe, to me the QR is ok, you have to deduce ~RM90mil from net profit and its EPS is then around 27-28cent which is not too bad vs previous quarter considering current challenging environment doing business. Prospect looks good moving forward in case contribution from Thai can be further improved, looking forward to see if there is more contribution from Cocoaland (full quarter vs current 2/3 months) and "Milk" line (probably will not see anything significant for the next few quarters). The price is not cheap at current PE >20 vs the other smaller food producing companies...
2023-02-09 22:44
Pang, you need to see which appointed funds EPF were using to buy and sell (read the announcements more carefully, esp “Name of Registered Holder”). For EPF, obviously, they are the ultimate beneficial holder (“EPF ACT 1991”) but that is how they trade their investments using many appointed fund managers
But you are right in a way : Prior to the small buying lately by one of their funds, their other fund sold much more early this month. The price went up the days they sold “big”… check the prices on 20 Feb and 28 Feb when EPF sold hundreds of thousands of shares but the price went up. What does that tell you?
2023-03-14 17:01
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Security LastPr PE DY% Divcts ROE ttm-marg
F&N (Food) 25.82 19.36 2.3 60 15.24 10.7
2023-03-30 16:22
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
F&N announces a good quarterly result.
2023-08-03 17:29
Wow, F&N's revenue breaks historical high in Q3FY2023
https://www.thestar.com.my/business/business-news/2023/08/04/fn-gets-earnings-upgrade
2023-08-04 14:54
Wah! Very impressive QR (31.12.23). Very good performance especially from F &N Thailand
Keep it up!
2024-02-01 11:03
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Price has retraced back to its previous high levels.
2024-02-07 09:59
Talking about comparative study, General Raider remember Dlady & Nestle share price were Rm 70.00 & Rm 155.00 compare to insas about rm 0.90 about 6 yrs ago loh!
How did Nestle & Dlady perform after that leh ??
Why Dlady & Nestle share price stagnant but decline big to today Rm 23.90 and Rm 120.00 leh ??
Is this not value trap meh ??
On the other hand, the latest Insas share price move up, commendably to Rm 1.21 mah!
People say Insas value trap, but actually it perform much better than bluechip Dlady & Nestle mah!
So do not be misled by 3iii mah, he only know how to talkkook loh!
He should look at himself in the mirror b4 giving very unintelligent comment loh!
Have a very good day loh!
Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > 1 hour ago | Report Abuse
Do a comparative study of Insas and Oriental Holdings. Both are "value traps" by definition. You will learn a lot when you compare these companies side by side.
Have a good day.
2024-02-07 12:06
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Over the last 10 years, the revenues grew about 4% early and the PBT grew at a slightly faster rate of about 6.9%. This indicated its profit margins had improved. Over the 10 years above, its PBT Margin increased steadily from 8.3% to 12.5%.
Its NAPS (Net Asset Price per Share) grew from RM 4.603 per share to RM 9.112 per share. F&N is a great company, with high ROE in the mid teens. Its ROE for the above 10 years period ranged from low of 12.9% to a high of 19.4%; averaging 15% to 16%.
Given the risk free interest rate of 5% or so, its present price of RM 29.2 per shar means it is trading at a P/NAPS of 3.01 x. This valuation means it is trading at a fair price today.
F&N has distributed dividends yearly. Its DPO was around 52% to 56%. Its latest DY is 2.68%.
In summary, F&N is a great company, growing at a slow rate of 5% to 7% yearly. It retained about 50% of its earnings for future growth and with its ROE at around 15% or so, and many new projects for future growth, this stock in my portfolio remains for the long term.
2024-02-21 20:17
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
F&N
Its share price climbed slowly over many years, reaching a peak price of RM 38 in June 2018.
From then, it fell to its lowest of RM 20 in October 2022.
Today, it is at about RM 30+.
How do you buy or sell F&N?
Quality: Great (growing)
Management: Great
Valuation:
Buy and hold for the long term.
Buy when it is obviously low.
Do not have to sell when it is obviously high.
In the long term, your investment in F&N will be fine.
2024-04-04 17:48
CONSUMER Sector (KingKKK) - Unveiling Potential Q2 Stars: APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-06-story-h-184609490-CONSUMER_Sector_KingKKK_Unveiling_Potential_Q2_Stars_APOLLO_DLADY_SPRIT
2024-04-06 08:21
what happen har? tan sri and puan sri move their share into new holding company?
2024-04-07 16:24
CONSUMER sector: Malaysia's Dividend Darlings? (KingKKK): Top 10 Stocks to Weather the Storm. APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-24-story-h-182882795-Malaysia_s_Dividend_Darlings_Top_10_Consumer_Stocks_to_Weather_the_Stor
2024-04-24 15:48
expected, F&N delievered Good result again!
CNY and Raya Sales fall in the same quarter, com-lan-firm earning
Huat ah!
2024-04-30 19:50
even though this counter is already on fair valuation but personally think it have slight discount as it still got gap to climb back to previous height.
The Next big play is fresh milk farm. we shall see another engine to carry F&N to compete with nestle and DL
2024-04-30 20:04
CONSUMER Sector (KingKKK): Top Beneficiary of 13% Pay Bump for Government Workers? Stock price reaction on 10 stocks: APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-05-02-story-h-182019848-CONSUMER_Sector_KingKKK_Top_Beneficiary_of_13_Pay_Bump_for_Government_W
2024-05-03 07:53
F&N have always been competing with Nestle and DL on reconstituted "fresh" milk under the Farmhouse brand. They are actually now moving one level up to have locally produced fresh milk which means they'll compete with Farm Fresh which has been grabbing alot of market share in this segment lately.
2024-05-03 10:43
@PassionateInvestor
F&N punya milk is "UHT Fresh milk" this same to DL and nestle.
the so called "UHT Fresh milk" means "UHT", they just misleading ppl only.
here is the chatgpt punya input that i asked the diferences between "UHT Fresh Milk" vs "UHT Milk"
The terms "UHT milk" and "UHT fresh milk" might sound similar, but they actually refer to slightly different products.
UHT Milk (Ultra-High Temperature): This type of milk has been processed using a technique called ultra-high temperature (UHT) pasteurization. In this process, the milk is heated to a very high temperature for a short period of time to kill bacteria and extend its shelf life. UHT milk can be stored at room temperature before opening and typically has a longer shelf life compared to traditional pasteurized milk. It is often labeled simply as "UHT milk."
UHT Fresh Milk: This term can be a bit misleading because UHT milk is not technically "fresh" in the traditional sense. However, some brands may use the term "UHT fresh milk" to emphasize that their UHT milk is of high quality and has a taste and texture similar to fresh milk. Essentially, "UHT fresh milk" is UHT-treated milk marketed to evoke the idea of freshness.
So, while both "UHT milk" and "UHT fresh milk" have undergone the UHT pasteurization process, the latter may be marketed as having qualities closer to fresh milk. However, it's essential to check the label and description to understand the specific characteristics of each product.
2024-05-06 13:42
Just in case u have wonder what so different between "fresh milk" vs "UHT milk"
here got some clip explained
https://www.youtube.com/watch?v=so1ymRyeJV0&ab_channel=%E4%BE%9D%E5%A9%B7YeTing
2024-05-06 13:45
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Group operating profit for Q4 FY2024 declined by 27.9% to RM119.9 million (Q4 FY2023: RM166.2
million) attributed to start-up costs from our integrated dairy farm, restructuring costs, unrealised
foreign exchange losses and lower profit contribution from F&B Thailand. This decline was partly
offset by a higher profit contribution from F&B Malaysia
1 month ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
Term loan of RM100,000,000
On 25 July 2022, a subsidiary of the Company, DSSB was granted a term loan of RM100,000,000
with a tenure of up to seven years from the date of the first drawdown of the facility. DSSB had made
full drawdown of the term loan on 22 August 2022. The proceeds from this term loan were used to
partially finance the acquisition of Ladang Permai Damai Sdn Bhd. The term loan is subject to floating
interest rates ranging from 5.02% to 5.27% (2023: 3.95% to 5.09%) per annum. As at 30 September
2024, the outstanding term loan amounted to RM96,000,000 (2023:RM100,000,000).
1 month ago
Fraser & Neave Holdings Bhd (F&N) expects the company’s first batch of cows to only arrive in six to 12 months following the cancellation of the permit to import 2,500 US-bred cows by the government as a precautionary move following an outbreak of avian flu.
F&N’s chief executive officer Lim Yew Hoe said in a briefing to analysts and the media yesterday that the company’s plans to diversify into the production of fresh milk will not be deterred as it would continue to develop the 2,726ha of land in Gemas, Negri Sembilan into an integrated dairy farm.
F&N has spent RM1.4bil of the RM2bil allocated for the first phase of the project.
The second phase would involve a further RM1bil in spending. The company plans to produce up to 200 million litres of milk annually from 20,000 cows as well as produce beef, and corn for animal feed, as part of its diversification when the farm becomes fully operational.
The company expects to produce up to 100 million litres of milk from the first phase.
Lim admitted that there would be a delay in the completion of the integrated dairy farm as the second phase would not be developed until the completion of the first phase.
He said the company would look into the matter of higher dividend payouts given that the delay of the second phase meant lower spending on the farm and higher than expected cashflow.
F&N declared a total of 63 sen per share in dividends for its financial year ended Sept 30, 2024 (FY24), after declaring a final single tier dividend of 33 sen per share and an interim dividend of 30 sen per share on Nov 5. For FY23, the company declared a total of 77 sen per share in dividends.
Lim said the company has backup plans for livestock from other sources, but the first batch will take anything from six to 12 months to arrive, with the delay of up to a year due to choppy sea conditions and soaring temperatures from April to September in this part of the world that can badly affect the cows.
He said the company was looking into alternative sources from which to import the cows, and that the cows must have the genomic traits that the cows the company ordered from the US have.
The company would also continue to liaise with the government over the matter of future contagion events and how to mitigate the risks.
The company would continue to develop the first phase of the integrated dairy farm and also start the planting of corn for animal feed in December, which should be ready for harvesting next April.
The cows should have animal feed ready for consumption by July, which Lim said would help lower the farm’s operating costs.
He also said that from the 100 million litres of milk expected to be produced from the first phase, up to 20 million litres would be supplied to F&N’s plant in the Suvannaphum Special Economic Zone in Cambodia and another 10 million litres to 15 million litres to Singapore as bulk supply to be packed in the company’s Tuas plant. The remainder would go towards domestic consumption.
On the matter of the excise duty on sugar-sweetened beverages, which would be increased to 90 sen per litre from 40 sen per litre, next year for beverages containing more than five grammes of sugar per 100ml announced under Budget 2025, Lim said the impact would be minimal and the company would try to absorb the cost.
The range of products that cross the sugar threshold contributes less than 1% in terms of sales and include the energy drink Ranger, F&N Teh Tarik and Magnolia Sterilised Milk.
Lim said the company would be looking into how to improve recipes and formulas to lower the sugar volume.
1 month ago
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We r in bear market! Remember this! Share unlikely up more than 20% from previous low! Be well informed!
2023-01-17 13:34