KAWAN FOOD BHD
KLSE (MYR): KAWAN (7216)
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Last Price
1.64
Today's Change
0.00 (0.00%)
Day's Change
1.64 - 1.68
Trading Volume
26,300
Financial
Market Cap
590 Million
NOSH
360 Million
Latest Quarter
31-Mar-2022 [#1]
Announcement Date
23-May-2022
Next Quarter
30-Jun-2022
Est. Ann. Date
18-Aug-2022
Est. Ann. Due Date
29-Aug-2022
QoQ | YoY
-14.66% | 4.94%
Revenue | NP to SH
255,122.000 | 32,708.000
RPS | P/RPS
70.96 Cent | 2.31
EPS | P/E | EY
9.10 Cent | 18.03 | 5.55%
DPS | DY | Payout %
2.99 Cent | 1.82% | 32.89%
NAPS | P/NAPS
1.02 | 1.61
QoQ | YoY
1.25% | 10.5%
NP Margin | ROE
12.83% | 8.94%
F.Y. | Ann. Date
31-Mar-2022 | 23-May-2022
Latest Audited Result
31-Dec-2021
Announcement Date
29-Apr-2022
Next Audited Result
31-Dec-2022
Est. Ann. Date
29-Apr-2023
Est. Ann. Due Date
29-Jun-2023
Revenue | NP to SH
251,770.000 | 32,303.000
RPS | P/RPS
70.03 Cent | 2.34
EPS | P/E | EY
8.98 Cent | 18.25 | 5.48%
DPS | DY | Payout %
3.00 Cent | 1.83% | 33.39%
NAPS | P/NAPS
1.03 | 1.59
YoY
15.3%
NP Margin | ROE
12.83% | 8.72%
F.Y. | Ann. Date
31-Dec-2021 | 28-Feb-2022
Revenue | NP to SH
274,704.000 | 34,416.000
RPS | P/RPS
76.41 Cent | 2.15
EPS | P/E | EY
9.57 Cent | 17.13 | 5.84%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
6.54% | 4.94%
NP Margin | ROE
12.53% | 9.41%
F.Y. | Ann. Date
31-Mar-2022 | 23-May-2022
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
4 people like this. Showing 50 of 1,054 comments
Some analyst reports consist of bias opinion and over rated valuation. Let us compare and contrast Kawan AND Perak Transit
These are the performance parameters.
KAWAN PTRANS
EPS 7.19 8.32
ROE 7.96 10.68
DY 1.72 % 4.74%
DPS 3 Sen 3.2Sen
PROFIT 28.4m 53.6m
NTA 1.00 0.77
P/NTA 1.74X 1.13X
PE 21.8X 8.17X
market capital 626m 439m
SHARE PRICE Rm1.74 68sen
These numbers show that Ptrans is more superior and attractive in all aspect and yet it is trading at less than 40% of the value of Kawan.
Would you unfriend Kawan to ride on PTrans ?
A price earning multiple of 10x would price PTrans at 83sen.
2021-11-21 22:25
Good Quarter results price even not moving up. Keep on down trend . So weird
2021-12-15 22:54
Jan 24, 2022 2:10 PM | Report Abuse
IB gave TP 1.3. Every1 waiting to sell at 1.2. U think shark will push up beyond 1 for u to take profit meh? Shark runs 1st lor. Look at all those national team run companies. All blow cow very good prospect but eventually turn in disspointing result. The most recent 1 is the return of sugar King Msm. Even they make it market also won't give high valuation bcoz market r more conservative when investing in this types of companies. CMSB, MSM all low PE. Chances r will remain low. I only buy at huge discount from IB TP.
Jan 24, 2022 2:12 PM | Report Abuse
Look at msm price pattern. I hope Dnex won't b Msm II
Jan 24, 2022 2:21 PM | Report Abuse
I think Foxconn doesn't care silterra profitable onot. They just want siltera production capacity.
Jan 24, 2022 2:22 PM | Report Abuse
Rather than building a foundry they just pump some money into it to secure the chips output.
Jan 24, 2022 2:23 PM | Report Abuse
how profitable is it is dependent to the management, which is the national team
Jan 24, 2022 4:45 PM | Report Abuse
Look at MSM. Same modus operandi
monetary Talk so much u got buy onot? Ppl who earned big r those who built foundation at 0.7x
CharlesT monetary buy more Dnex. from 75c to $1 now only start horse back cannon. lol! don't get trapped. G luck
22/01/2022 5:32 PM
monetary now i tell u my Dnex money will all in MPI at 35
18/02/2022 5:28 PM
Shameless Sohxi Monetary has been posting rubbish all the while talking bad on Dnex in Jan now suddenly claimed he made profit fm Dnex.....lol
Really worst piece of shit.....no die also no lan use.....
If u listen to all his Holland Tips u will die very fast
2022-02-20 08:36
but why sbb? any intention? seems like buying back at low price rather than pushing it higher
2022-02-28 19:15
Qr results is out around 10mi net profit. Superb results. And dividend 3sen per share.
2022-03-02 11:30
Want to compare this stock with its peers?
LVI: Food & Beverages Sector Price to EPS Peer Comparison (and economic moat)
https://klse.i3investor.com/web/blog/detail/VIE/2022-03-11-story-h1600...
2022-03-11 12:18
dah mau terbang ka?
Strong demand a boon for Kawan
TheStar Wed, May 25, 2022 12:00am - 12 hours
Kawan Food
PETALING JAYA: Kawan Food Bhd is expected to be driven by the resilient demand for its products.
The company, which manufactures frozen food, can also benefit from greater efficiencies in the midst of the heightened inflationary environment economically.
Public Invest Research said its most recent reported first-quarter (1Q) results were in line with its and consensus expectations, and this had accounted for 23.1% and 20.3% of their forecasts, respectively.
The research house noted that Kawan’s valuation looked undemanding, as it was currently trading at a price-to-earnings ratio (PER) of 16 times, which is almost minus one standard deviation of its three-year historical average.
Kawan Food products
Kawan Food products
“We are still positive on Kawan’s future outlook, which will be underpinned by strong demand for frozen food products and greater production efficiency to mitigate the impact on the rising raw material prices,” Public Invest Research said.
It has maintained its “outperform” call on the counter with a lower target price of RM2.50 from RM2.60 as it had lowered its PER multiple to 20 times from 25 times.
Meanwhile, CGS-CIMB said that it expects Kawan to post better earnings over the next nine months, especially in the second half of the 2022 year and this would be supported by by higher sales.
It also said that the company would benefit from strong demand while it had also secured more new export clients.
“Also, Kawan should benefit from raising its selling prices by up to 8% in 1Q. In our view, raising the selling prices should help to mitigate rising input costs which constituted about 45%-50% of total costs last year, further aided by better cost control,” CGS-CIMB said.
The research house is also expecting a new warehouse and facility to only begin operating in 1Q of next year.
“With the 1Q results in line with expectations, we reiterate our ‘add’ call and a target price of RM2.50 based on a 20 times 2023 forecast PER, which is a 40% discount to our 33.2 times 2023 forecast PER for the consumer sector,” CGS-CIMB said.
1 month ago
RSI(14) Neutral 42.9
Stochastic(14) Oversold 5.6
Average Volume (3M) 2,502
Relative Volume 0.3
1 month ago
52w 1.450 - 2.160
ROE 8.92
P/E 18.36
EPS 9.10
DPS 3.00
DY 1.80%
NTA 1.0200
P/B 1.64
RPS 70.96
PSR 2.35
Market Cap 600.4M
Shares (mil) 359.52
1 month ago
Sapu balik dah bermula?
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : DEALINGS DURING CLOSED PERIOD
KAWAN FOOD BERHAD
Subject Dealings During Closed Period
Date of announcement made for "Intention to Deal During Closed Period" 26 Apr 2022
No Salutation Name Designation Description Of "Others" Designation
1 MR GAN THIAM CHAI Chairman & Executive Director
Type of Transaction Acquired
Description of "Others" Type of Transaction
Date of Transaction 23 May 2022
Description of Securities Ordinary Shares
(Direct Interest)
No of Securities Transacted 6,600
% of Securities Transacted 0.002
Consideration Malaysian Ringgit (MYR) 1.650
Remarks :
1. The percentage of holdings is based on the total number of issued shares of 358,637,660 (excluding 882,100 Treasury Shares).
2. Deemed interested in the shares by virtue of Section 59 of the Companies Act 2016, held through his children, namely Gan Ka Hui and Gan Ka Ooi who holds 4,700,300 and 6,011,300 ordinary shares respectively, representing a total of 2.987% in the shareholdings of the Company.
This announcement is dated 24 May 2022.
1 month ago
Price Target
Kawan Food Berhad - Backed by Strong Demand
Source : PUBLIC BANK, Price Call : BUY, Price Target : 2.50
Last Price : 1.67, Upside/Downside : +0.83(49.70%)
1 month ago
Market cap rm600mil@1.67 today
31.12.2020 market cap was rm747.8mil... @rm2.08
Expecting rebound based the quarterly performance reported, etc ... Sabar ya!
1 month ago
Commentary on the prospect
As the Malaysia’s economy is keeping its solid momentum, assisted by the transition to the Endemic phase of Covid-
19, the Group has observed an encouraging rebound in export sales and uptrend sales in modern trade and HORECA.
Ongoing raw material costs hike mainly due to the volatile global markets leads to the higher commodity price, the
Group has initiated the hedging to key raw materials price that significantly mitigating the risk of margin erosion.
The Group will continue to remain competitive and seek opportunities to grow its business. Despite the challenges on
higher raw material prices, with the cash reserves that allow the Group to capitalise on suitable M&A opportunities, that
will adequately support the expansion plans moving forward.
The Group is expecting the issue of labor shortage to be resolved in Q2 by increasing the workforce capacity in 2022 in
line with government policies. This in turn has provided the opportunity to generate higher revenue while at the same
time would be able to drive the readiness to launch more new healthy food products such as plant-based meals.
The Group continuously focuses in ensuring the operational efficiencies and cost optimization in our business. Adding
to that, the implementation of Industry 4.0 in strategic phases has notably enhanced the production of output and
manufacturing capability.
1 month ago
Baguslah :)
2022-05-25
Insider
MR GAN THIAM CHAI (a substantial shareholder) acquired 6,600 shares on 23-May-2022.
2022-05-25
Insider
MR GAN THIAM CHAI (a substantial shareholder) acquired 6,600 shares on 23-May-2022.
2022-05-25
Insider
MR GAN THIAM CHAI (a company director) acquired 6,600 shares on 23-May-2022.
2022-05-24
Announcement
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Dealings During Closed Period
2022-05-24
1 month ago
Macam mau naik lagi :)
Market Depth
Best Buy
Position
Price
Volume
Orders
1
1.66
16,000
4
2
1.65
31,700
8
3
1.64
34,000
4
4
1.63
26,000
4
5
1.62
2,000
1
Best Sell
Position
Price
Volume
Orders
1
1.69
23,100
3
2
1.70
4,000
1
3
1.76
8,000
3
4
1.77
2,000
1
1 month ago
Insiders beli berterusan :)
2022-05-30
Announcement
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Dealings Outside Closed Period
2022-05-30
Insider
MR GAN THIAM CHAI (a substantial shareholder) acquired 50,000 shares on 26-May-2022.
2022-05-30
Insider
MR GAN THIAM CHAI (a company director) acquired 50,000 shares on 26-May-2022.
2022-05-27
1 month ago
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