CARLSBERG BREWERY MALAYSIA BHD

KLSE (MYR): CARLSBG (2836)

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Last Price

18.98

Today's Change

-0.08 (0.42%)

Day's Change

18.96 - 19.12

Trading Volume

167,300

Profile
CARLSBERG BREWERY MALAYSIA BHD

Exchange:  Bursa Malaysia Bursa Malaysia

Country Code:  MY MY

Currency:  MYR MYR

Sector:  CONSUMER PRODUCTS & SERVICES CONSUMER PRODUCTS & SERVICES

Subsector:  FOOD& BEVERAGES FOOD& BEVERAGES

Index Group:  CONSUMER PRODUCTS & SERVICES CONSUMER PRODUCTS & SERVICES

Category:  ORDINARY SHARE ORDINARY SHARE

Syariah Flag:  No No

Short Sell Flag:  Yes Yes

IDSS Flag:  Yes Yes

Description

Carlsberg Brewery Malaysia Bhd is a Carlsberg Group subsidiary that produces and sells beer, stout, cider, shandy, and nonalcoholic malt beverages in Asia. The company produces its products in Malaysia, and nearly all sales are in Malaysia and Singapore. Carlsberg Brewery Malaysia also exports products to Sri Lanka, Thailand, Taiwan, and Hong Kong. Carlsberg is the company?s flagship brand. Other brands include Kronenbourg 1664, Somersby Ciders, Asahi Dry, Royal Stout, Skol, Jolly Shandy, Nutrimalt, Connor?s Stout Porter, and Corona Extra.

Address

No. 55 Persiaran Selangor Section 15, Shah Alam, Selangor Darul Ehsan 40200, Malaysia

+60355226688

http://www.carlsbergmalaysia.com.my

Discussions
5 people like this. Showing 50 of 1,724 comments

INVEST_AA

Good stock to collect prior to CNY yum seng …and also with decent dividend yield

Carlsberg will move soon…

1 month ago

dam82

This year CNY is in Feb which sales volume will be increasing ....... Tourist growth will sustain the sale later while olympic on July will help on Blanc sale .. provided carlsberg don't ovespend on marketing and cost does not increase it shouold be a good year .

1 month ago

DividendGuy67

@ryoyagod, yes, added 18.94 recently.

1 month ago

DividendGuy67

More than 50% chance to get lower prices, if RM18.9 support is broken. No rush. If support breaks, then, the long term buyer is happy to be able to accumulate more at lower prices.

I'm not a fan to sell near CNY. This is too short a period. My time horizon is measured in multi years. After adding at 18.94, my CARLSBG on market value basis is only 2.4% of my entire portfolio. As it is small, it didn't stop my portfolio to make new all time highs 4 times already this month.

1 month ago

DividendGuy67

Over the past 10 years, CARLSBG EPS grows by around 6% per annum. DPS by around 4% per annum growth. It think FYE2023 DPS can be around 85 sen or higher. This is 4.5% dividend yield growing say 4% p.a. long term which is not a bad thing. For some reason, market is feeling fearful right now.

The benchmark is MAYBANK which gives higher dividend yield around 6.5% but slower dividend growth rate say around 1% per annum, but this kind of numbers varies a lot depending on the day that you measure.

In short, stocks like these are good to buy when it is on sale, as these businesses are decent (not the best but decent) quality business. They should give returns slightly higher than EPF long term average returns of 6% per annum or so.

These kind of stocks are not get rich quick, but get rich slow stocks. I love them.

1 month ago

DividendGuy67

Some primer on EPF rates, FD rates, inflation rates and bear in mind, inflation is really your silent tax man.

http s://dividendguy67.blogspot.com/2024/01/historical-epf-and-fd-returns.html

1 month ago

DividendGuy67

Buy decent quality stocks when it is unpopular. I bought GENM and GENTING silently when it was unpopular. So, I manage to accumulate decent sizes. Today, my portfolio made new all time highs because of GENM, GENTING and 18 other unpopular stocks that I bought when nobody was excited.

Excitement and Expenses are the Chief Enemies of Investors. If you buy stocks feeling excited of prospects of gains and chase them and pay high prices with large % of your portfolio, you may feel excited for a while, until the reversion and you may then feel sad later. Don't get caught in these kind of emotional roller coaster.

1 month ago

DividendGuy67

http s://dividendguy67.blogspot.com/2024/01/carlsbg.html.
For your reading pleasure.

1 month ago

himbaan

sapporo in the house.....

1 month ago

ryoyagod

Pretty sure it will break RM20 during CNY 😀

1 month ago

dam82

I think the catalyst will be Q4 2023 and Q1 2024 … I expect around this year it will reach its previous best 23 at least short term indeed 20

1 month ago

ryoyagod

After CNY then for its Q4 2024

1 month ago

Xcalibre

Good time to collect…Buy buy buy.. CNY rally coming

1 month ago

dam82

aiyoo tidur lah carlsberg biler nak bangun wei

1 month ago

hhhiii123

heim up 8%, this one up 1%, terrible

1 month ago

INVEST_AA

Yum Seng… CNY rally coming soon… Make sure onboard before regret…

1 month ago

dam82

only upcomig QR will set the direction Q4 2023 and Q1 2024 ... waiting patiently ...

3 weeks ago

smartly

q4 must show at least 600m revenue, then final div will have 25sen minimum

3 weeks ago

ryoyagod

I got the same estimation like you, smartly. Mine one was RM620 mil - RM640 mil to be exact

3 weeks ago

dam82

MALAYSIA AND SINGAPORE The beer markets in Malaysia and Singapore were challenged by the macroeconomic slowdown. In Malaysia, volume development was better than the market and our market share improved. In Singapore, market share was flat, supported by share gains in all categories except premium, which was subject to high promotional pressure in the market. -- Q4 for from parent company

3 weeks ago

smartly

ok la. as long as Singapore's ex.rate remain high at 3.55, revenue would remain steady for q4.

3 weeks ago

dam82

with the SD is strong should help MYR result ... but memang slow for this to move up compared to heineken

3 weeks ago

smartly

"because of heim's undemanding valuations and the company's cumulative 5.5% dividend yield, backed by relatively inelastic demand for its products...", so can run faster. :p

3 weeks ago

smartly



2836 CARLSBG CARLSBERG BREWERY MALAYSIA BHD
Quarterly rpt on consolidated results for the financial period ended 31/12/2023
Quarter: 4th Quarter
Financial Year End: 31/12/2023
Report Status: Unaudited
Submitted By:
Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
31/12/2023 31/12/2022 31/12/2023 31/12/2022
RM '000 RM '000 RM '000 RM '000
1 Revenue 580,533 612,754 2,260,899 2,412,465
2 Profit/Loss Before Tax 96,719 89,114 420,360 444,405
3 Profit/(loss) attributable to ordinary equity holders of the parent 84,018 60,121 333,240 317,046
4 Net Profit/Loss For The Period 85,756 62,444 340,842 324,861
5 Basic Earnings/Loss Per Shares (sen) 27.48 19.66 108.99 103.70
6 Dividend Per Share (sen) 31.00 25.00 93.00 88.00
As At End of Current Quarter As At Preceding Financial Year End

3 weeks ago

dam82

so how ... still got hope ?

3 weeks ago

smartly

lower revenue at 581m but higher net profit 84m

3 weeks ago

smartly

31sen dividend. higher then last corresponding Q

3 weeks ago

smartly

dividend increased by 20+% which is very good indeed

3 weeks ago

dam82

This year, the Group has planned capital expenditure (CapEx) of RM92 million for a new canning line and filtration system which aims to deliver higher production automation, flexibility and capacity. This initiative will reduce energy and water consumption as aligned with the Group’s Together Towards Zero and Beyond (TTZAB) agenda.

3 weeks ago

hhhiii123

Good Good Good,hehe

3 weeks ago

smartly

Carlsberg's FY2023 profit hits record high on absence of one-off prosperity tax, recommends 31 sen final dividend
https://theedgemalaysia.com/node/700220

3 weeks ago

Cakes Moon

Result so good!!!
Lets break new high today!!!

3 weeks ago

dam82

don't think so lor heim is so so far ahead i would expect at least to catch up -1 RM eventually lets cross finger ya

3 weeks ago

smartly

HLIB maintained its target price (TP) at RM30.31 !!! wow!

3 weeks ago

smartly

yum seng !!!

3 weeks ago

ryoyagod

Cheers ! Drink carlsberg until we have gone into oblivion 😁😁

3 weeks ago

dam82

damn ... terrible lah this carslberg still lagging ..

2 weeks ago

hhhiii123

This year got two big sport event, need patient for rebound, hmm

2 weeks ago

williamh

Present price 19.22 dividend 0.31,bat 9.03 dividend 0.15,both good dividend

1 week ago

ryoyagod

CNY isn't over yet. People are still yumsheng-ing

1 week ago

new2stockmarket

Just checking, when will the dividend be paid?

4 days ago

All_in_2021

wait to be approved in AGM. so still can't confirm the date.

4 days ago

new2stockmarket

Thanks

4 days ago

ryoyagod

When is the AGM going to take place this year?

1 day ago

dam82

damn always go down ....

1 day ago

new2stockmarket

AGM is on 24/April i believe

1 day ago

ccpool

15.72

10 hours ago

All_in_2021

i believe is opportunity to add. With cost optimization, sports events coming up to boost sales. Don't forget we have Taylor Swift concert in Singapore hopefully carlsberg is able to gain some benefit as well.

8 hours ago

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