BERJAYA FOOD BERHAD

KLSE (MYR): BJFOOD (5196)

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Last Price

0.36

Today's Change

-0.03 (7.69%)

Day's Change

0.36 - 0.385

Trading Volume

8,086,300

Company warrants are issued by the company and give the holders the right, but not an obligation, to subscribe for new ordinary shares at a specified price during a specified period of time.

Structured warrants are proprietary instruments issued by a third-party issuer, namely an eligible broker or financial institution that give holders the right, but not the obligation, to buy (call warrants) or sell (put warrant) the underlying instrument in the future for a fixed price.

A call warrant is in-the-money when the exercise price is lower than the price of the underlying share.

A put warrant is in-the-money when the underlying share price is lower than the exercise price.

Call Warrants

In the money

Discussions
7 people like this. Showing 50 of 2,383 comments

yeinemesis

Analysts should be brave to announce price call to 'SELL'. Not even a 'HOLD'.

3 weeks ago

mroverlord888

wait at 0.30

3 weeks ago

speakup

ada baca news tak? about 85% of bjfood revenue from starbucks! starbucks malaysia bungkus, bjfood masuk pn17!

3 weeks ago

Royce Chan

Yes but PN17 is still not imminent before other recourse available to the BJF. Privatisation is possible and VT could be mulling at an attractive price as the counter trends lower.

3 weeks ago

speakup

Still got ppl wet dreams about privatisation. LOL!
U think VT run Bjfood is a charity organization?

3 weeks ago

BuildBackBossku

No business VT will do it for free or charitable 😆

3 weeks ago

LaoHaidi

BJFOOD is going to fall through 40 sen if VT don't support kuat kuat

2 weeks ago

Royce Chan

Some people may strongly think BJF will go into PN17 yet VT is a notable philanthropist. Those people in that camp may increase their bet against VT who's deep pocket but pro cunning in milking minorities with price and value depression. So let's watch this camp keep fighting a lost battle or return in vengeance for getting burnt in previous bets.

2 weeks ago

speakup

Bjfood is list astro, pos, star, mediac. It's heydays are gone

2 weeks ago

BuildBackBossku

VT is an 'intentional' philanthropist, he does it for tax purposes 😏

2 weeks ago

GlobalEquity

Very unfortunate business!

Losses caused by the boycott on Starbucks from the conflicts far away in the Middle East.

The losses should continue as long as the boycott is not lifted.

2 weeks ago

Donator

Palestine 1:0 Malaysia Company

2 weeks ago

speakup

A lot of Starbuck customers will never return to Starbucks as they have already used to other coffee brands

2 weeks ago

MrPandaPanda

never liked starbucks, overvalued coffee, so much other better choices out there for premium coffee.

2 weeks ago

turbochart

MrPanda, I give you a like!🤣

2 weeks ago

LaoHaidi

Starbucks and Hello Kitty launching exclusive collection on Sept 10. Don't bring your child to Starbucks 😏

https://www.asiaone.com/lifestyle/cuteness-overload-starbucks-and-hello-kitty-launching-exclusive-collection-sept-10

2 weeks ago

BuildBackBossku

Is this the new strategy proposed by the new CEO (Brian Niccol) ?

2 weeks ago

Good123

KUALA LUMPUR: Hong Leong Investment Bank Research has cut its target price for Starbucks Malaysia operator, Berjaya Food Bhd, from 30 sen to 20 sen, on negative near-term outlook for the company.

It has a "Sell" call on the stock, which was trading 4.9 per cent lower at 48 sen a share earlier.

BFood posted a loss after taxation and minority interest of RM81.0 million for financial year ended June 30, 2024 (FY2024) in line with HLIB Research's forecasted loss of RM81.2 million but missed street expectations of a loss of RM62.3 million.

FY24 figure was arrived after adjusting for losses arising for disposal of subsidiary company amounting to RM10.5 million.

In a note today, the firm said despite strong brand equity and active promotions, it expects boycott headwinds will stay, at least for the near term, which will greatly drag earnings.

HLIB Research said Starbucks still made up a big chunk of revenue for the fourth quarter ended June 30, 2024 contributing 89 per cent while the remaining came from Kenny Rogers Roasters (KRR) (8 per cent) and others.

It said with the tough business condition, the group has decided to take a pause on business expansion which resulted to no new stores opened for the quarter.

FY24 registered a total of 408 Starbucks stores with three stores permanently closed in the quarter due to the end of tenancy agreements.

The group also decided to temporarily close 25 inactive stores.

Paris Baguette store count remained stagnant at five stores in Malaysia with one new store opened in Philippines. KRR now has 60 stores with five store closures.

"To mitigate the challenging market conditions, the group is focusing on cost optimisation, labour productivity and effective marketing strategies."

"Additionally, we opine that sales will take time normalise considering the still intense Israel-Gaza conflict that is unfortunately seeing little signs of abating," it said.

1 week ago

Good123

4QFY24: Challenges persists

Operating challenges are likely to continue as long as geopolitical tension remains. Also, with strong competition from domestic retail coffee chain players, BStarbucks’ brand equity may have eroded over a prolonged period. We project for a net loss of MYR4m (previously profit) in FY25E. Our FY26E net profit is cut by 82% and we introduce FY27E. We switch to a book-based valuation methodology, deriving a lower TP of MYR0.30 (-5sen), using 1.3x CY25E P/BV peg (-1SD to mean).

1 week ago

Good123

Target price: HLB 20sen

MBB 30sen

1 week ago

BuildBackBossku

Finally fall through 40 sen. Let us see at what price VT will come out and support it 😁

1 week ago

speakup

potential pn17 counter
bjfood only chance of survival is dispose Starbucks - that brand nama already busuk in malaysia

1 week ago

LaoHaidi

They won't dispose Starbucks one because they want to be friends with US

6 days ago

speakup

Today my lunch break past by a Starbucks, takde customer langsung. Habis this bjfood

2 days ago

Good123

Share buyback restarted

Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
BERJAYA FOOD BERHAD

Particulars of substantial Securities Holder
Name BERJAYA GROUP BERHAD
Address Lot 13-01A, Level 13 (East Wing), Berjaya Times Square,
No. 1, Jalan Imbi,
Kuala Lumpur
55100 Wilayah Persekutuan
Malaysia.
Company No. 196701000330 (7308-X)
Nationality/Country of incorporation Malaysia
Descriptions (Class) Ordinary Shares
Details of changes
No Date of change
No of securities
Type of Transaction Nature of Interest
1 12 Sep 2024
6,557,000
Acquired Deemed Interest
Name of registered holder Juara Sejati Sdn Bhd
Address of registered holder Level 12 Berjaya Times Square No. 1, Jalan Imbi 55100 Kuala Lumpur
Description of "Others" Type of Transaction
2 12 Sep 2024
2,207,000
Acquired Deemed Interest
Name of registered holder Inter-Pacific Credits Sdn Bhd (Formerly known as Inter-Pacific Management Sdn Bhd)
Address of registered holder West Wing, Level 13, Berjaya Times Square, No. 1, Jalan Imbi, 55100 Kuala Lumpur.
Description of "Others" Type of Transaction
3 13 Sep 2024
1,710,000
Acquired Deemed Interest
Name of registered holder Juara Sejati Sdn Bhd
Address of registered holder Level 12 Berjaya Times Square No. 1, Jalan Imbi 55100 Kuala Lumpur
Description of "Others" Type of Transaction
4 13 Sep 2024
1,400,000
Acquired Deemed Interest
Name of registered holder Inter-Pacific Credits Sdn Bhd (Formerly known as Inter-Pacific Management Sdn Bhd)
Address of registered holder West Wing, Level 13, Berjaya Times Square, No. 1, Jalan Imbi, 55100 Kuala Lumpur.
Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred (1 & 3) Deemed interested by virtue of its 100% equity interest in Juara Sejati Sdn Bhd.
-Acquired via open market

(2) Deemed interested by virtue of its interest in Berjaya Capital Berhad, the intermediate holding company of Inter-Pacific Credits Sdn Bhd (Formerly known as Inter-Pacific Management Sdn Bhd)
-Acquired via direct business transaction

(4) Deemed interested by virtue of its interest in Berjaya Capital Berhad, the intermediate holding company of Inter-Pacific Credits Sdn Bhd (Formerly known as Inter-Pacific Management Sdn Bhd)
-Acquired via open market
Nature of interest Deemed Interest
Direct (units) 712,908,601
Direct (%) 40.236
Indirect/deemed interest (units) 299,320,087
Indirect/deemed interest (%) 16.893
Total no of securities after change 1,012,228,688
Date of notice 13 Sep 2024
Date notice received by Listed Issuer 18 Sep 2024


Remarks :
Deemed Interests held through:-

No. of Shares
---------------------
1) Country Farms Sdn Bhd 43,935
2) Juara Sejati Sdn Bhd 70,988,000
3) Teras Mewah Sdn Bhd 66,155,000
4) Inter-Pacific Capital Sdn Bhd 9,687,000
5) Berjaya Land Berhad 8,332,500
6) REDtone Digital Berhad 38,927,416
7) Magna Mahsuri Sdn Bhd 34,239,236
8) Inter-Pacific Securities Sdn Bhd 21,210,000
9) Inter-Pacific Credits Sdn Bhd
(F.k.a Inter-Pacific Management Sdn Bhd) 49,737,000
-----------------
299,320,087
===========

Announcement Info
Company Name BERJAYA FOOD BERHAD
Stock Name BJFOOD
Date Announced 18 Sep 2024
Category Change in the Interest of Substantial Shareholder Pursuant to Section 138 of CA 2016
Reference Number CS2-13092024-00105

18 hours ago

Good123

Money making , share buy back b4 privatisation

18 hours ago

Good123

Ride on it for free money 💰



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Live Data

BJFOOD

-0.03

0.36

-7.69%

POS

+0.005

0.32

1.59%

GENETEC

+0.05

0.87

6.10%

DXN

0.00

0.60

0.00%

KAWAN

0.00

1.69

0.00%

PICORP

0.00

0.06

0.00%

ATIS

0.00

1.29

0.00%

GENM

-0.02

2.34

-0.85%

Market
MY Stocks
CONSUMER PRODUCTS & SERVICES
TRAVEL, LEISURE & HOSPITALITY

BERJAYA FOOD BERHAD
KLSE (MYR): BJFOOD (5196)

Live Data: OFF
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

0.36

Today's Change

-0.03 (7.69%)

Day's Change

0.36 - 0.385

Trading Volume

842,000

Overview
Market Cap

701 Million

NOSH

1,948 Million

Avg Volume (4 weeks)

2,774,863

4 Weeks Range

0.34 - 0.53

4 Weeks Price Volatility (%)

10.53%
52 Weeks Range

0.34 - 0.775

52 Weeks Price Volatility (%)

4.60%
Previous Close

0.39

Open

0.385

Bid

0.36 x 225,200

Ask

0.365 x 83,200

Day's Range

0.36 - 0.385

Trading Volume

842,000

Market Depth
Best Buy
Position

Price

Volume

Orders

1

0.36

225,200

13

2

0.355

332,800

12

3

0.35

274,800

13

4

0.345

303,600

17

5

0.34

316,600

18

Best Sell
Position

Price

Volume

Orders

1

0.365

83,200

11

2

0.37

119,500

13

3

0.375

40,800

4

4

0.38

86,400

6

5

0.385

34,900

6

Financial Highlight
Latest Quarter | Ann. Date

30-Jun-2024 [#4] | 27-Aug-2024

Next QR | Est. Ann. Date

30-Sep-2024 | 15-Nov-2024

T4Q P/E | EY

-7.66 | -13.05%

T4Q DY | Payout %

1.11% | 0.00%

T4Q NAPS | P/NAPS

0.20 | 1.79

T4Q NP Margin | ROE

-12.05% | -23.37%

DY
PE
NAPS
ROE
Market Buzz

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2024-09-18

Insider

BERJAYA GROUP BERHAD (a substantial shareholder) acquired 1,710,000 shares on 13-Sep-2024.

2024-09-18

Insider

BERJAYA GROUP BERHAD (a substantial shareholder) acquired 1,400,000 shares on 13-Sep-2024.

2024-09-18

Insider

BERJAYA GROUP BERHAD (a substantial shareholder) acquired 6,557,000 shares on 12-Sep-2024.

2024-09-18

Insider

BERJAYA GROUP BERHAD (a substantial shareholder) acquired 2,207,000 shares on 12-Sep-2024.

2024-09-18

Insider

BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 1,710,000 shares on 13-Sep-2024.

2024-09-18

Insider

BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 1,400,000 shares on 13-Sep-2024.

2024-09-18

Insider

BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 6,557,000 shares on 12-Sep-2024.

2024-09-18

Insider

BERJAYA CORPORATION BERHAD (a substantial shareholder) acquired 2,207,000 shares on 12-Sep-2024.

2024-09-18

Insider

JUARA SEJATI SDN BHD (a substantial shareholder) acquired 1,710,000 shares on 13-Sep-2024.

2024-09-18

Insider

JUARA SEJATI SDN BHD (a substantial shareholder) acquired 1,400,000 shares on 13-Sep-2024.

2024-09-18

Insider

JUARA SEJATI SDN BHD (a substantial shareholder) acquired 6,557,000 shares on 12-Sep-2024.

2024-09-18

Insider

JUARA SEJATI SDN BHD (a substantial shareholder) acquired 2,207,000 shares on 12-Sep-2024.

18 hours ago

Good123

Last Price

0.365

Avg Target Price

0.83

Upside/Downside

+0.465 (127.40%)

18 hours ago

Good123

Buy for upside ...

18 hours ago

Good123

Investing in Berjaya Food Berhad (BJFood) now could be appealing for several reasons, depending on market conditions and company performance:

1. Strong Brand Portfolio: BJFood operates well-known brands such as Starbucks, Kenny Rogers Roasters, and Jollibean. Starbucks, in particular, has been a key growth driver, contributing significantly to revenue.


2. Resilient Consumer Demand: The food and beverage (F&B) industry tends to be resilient even in times of economic uncertainty, as people continue to dine out or buy ready-made meals. The recovery of consumer spending post-pandemic and the reopening of economies could further boost sales.


3. Expansion Plans: BJFood has been expanding its outlets, particularly for Starbucks, which has a strong foothold in Malaysia. Continuous expansion could drive revenue growth.


4. Potential for Dividend Income: BJFood has historically paid dividends. For income-seeking investors, this could be attractive if the company maintains or increases its dividend payouts.


5. Focus on Sustainability: Starbucks, under BJFood's operations, has been focusing on sustainability and adopting environmentally friendly practices, which align with growing consumer preferences for responsible companies.


6. Steady Financials: BJFood has demonstrated strong financials in recent quarters, with growing revenue and profit margins, especially from its Starbucks business. Strong earnings growth could signal a potential for capital appreciation.



16 hours ago

Good123

Berjaya Food Berhad (BJFood)'s venture into the Nordic region with Starbucks could be motivated by several strategic factors:

1. Market Expansion: Expanding into the Nordic region offers BJFood the opportunity to tap into a new market. The Nordic countries, known for their high standard of living and strong consumer purchasing power, represent a potentially lucrative opportunity for a premium brand like Starbucks.


2. Brand Popularity: Starbucks has strong brand recognition globally. Bringing Starbucks into the Nordic region can capitalize on this brand loyalty and demand for high-quality coffee experiences, which aligns with the lifestyle and culture of Nordic consumers who have a strong coffee-drinking tradition.


3. Diversification of Revenue Streams: Venturing into a different geographical region helps BJFood diversify its revenue streams. By entering the Nordic market, BJFood reduces its reliance on its existing markets (such as Malaysia) and spreads its business risk across different regions.


4. Strategic Growth Opportunity: The Nordic market presents a relatively untapped opportunity for Starbucks’ business model, with less competition from other global coffee chains compared to more saturated markets in North America or Asia. Entering the Nordic region early could allow BJFood to establish a strong foothold and capture market share.


5. Partnership with Starbucks: BJFood’s strong and established partnership with Starbucks allows it to confidently expand its presence with the backing of a globally successful brand. BJFood can leverage Starbucks' global expertise, supply chain, and brand reputation to ensure smoother market entry.


6. Long-Term Growth Strategy: As BJFood continues to expand its portfolio and explore new markets, venturing into the Nordic region aligns with its strategy of long-term growth, increasing international exposure, and further scaling the business.



This move also highlights BJFood's ambition to become a key player in the global food and beverage industry, beyond its traditional markets.

16 hours ago

Good123

Potential for Long-Term Growth: With the focus on expanding into new regions, including underdeveloped or less saturated markets, BJFood is positioning itself for long-term growth. Its venture into the Nordic market represents this strategic foresight.

16 hours ago

Good123

BJFOOD is a prominent player in the Malaysian food and beverage industry, known for its successful operations of popular brands like Starbucks, Kenny Rogers Roasters, and Jollibean. Here are some reasons why investing in BJFOOD might be considered:
Strong Brand Portfolio
* Established Brands: The company's diverse portfolio includes well-known brands with loyal customer bases.
* Brand Recognition: The strong brand recognition can contribute to consistent revenue streams.
Growth Potential
* Expansion Plans: BJFOOD has shown a consistent focus on expanding its operations both domestically and internationally.
* Market Opportunities: The growing demand for food and beverage products, especially in emerging markets, presents opportunities for growth.
Dividend Potential
* Dividend History: BJFOOD has a history of paying dividends to its shareholders.
* Dividend Yield: The company's dividend yield can be attractive to income-seeking investors.
Stable Business Model
* Essential Industry: The food and beverage industry is generally considered essential and less susceptible to economic downturns.
* Recurring Revenue: The company's business model often involves recurring revenue from franchise fees and royalties.

16 hours ago

Good123

Buy n keep for medium n long term yah

16 hours ago

Good123

😉
Investing in Berjaya Food Berhad (BJFood) can be justified based on several factors:

Strong Brand Portfolio: BJFood operates well-known brands like Starbucks, Kenny Rogers Roasters, and Jollibean. These brands have a strong market presence and loyal customer base.
Expansion Plans: The company has been actively expanding its outlets, particularly Starbucks, which continues to show robust growth in Malaysia and other regions.
Financial Performance: BJFood has shown consistent revenue growth and profitability. Their financial statements often reflect a healthy balance sheet with manageable debt levels.
Market Trends: The food and beverage industry in Malaysia is growing, driven by increasing consumer spending and a trend towards dining out. BJFood is well-positioned to capitalize on these trends.
Sustainability Initiatives: BJFood has been focusing on sustainability, which is increasingly important to consumers. Their efforts in reducing environmental impact and promoting sustainable practices can enhance their brand reputation.
Dividend Payouts: The company has a history of paying dividends, which can be attractive to investors looking for income in addition to capital appreciation.

16 hours ago

Good123

Rewards
Earnings are forecast to grow 91.83% per year
Trading at good value compared to peers and industry

16 hours ago

Good123

Price-To-Sales vs Peers: BJFOOD is good value based on its Price-To-Sales Ratio (0.9x) compared to the peer average (1x).

16 hours ago

Good123

Wall Street analysts forecast BJFOOD stock price to rise over the next 12 months.
According to Wall Street analysts, the average 1-year price target for BJFOOD is 0.5 MYR with a low forecast of 0.3 MYR and a high forecast of 1.04 MYR.

16 hours ago

Good123

Wall Street analysts' positive forecast for BJFood's stock price can be attributed to several key factors:

1. **Strong Brand Performance**: BJFood's portfolio includes popular brands like Starbucks, which continues to perform well and expand its presence in Malaysia and other regions.

2. **Expansion and Growth Plans**: The company has been actively opening new outlets and exploring new markets, which can drive revenue growth.

3. **Financial Health**: BJFood has shown consistent financial performance with steady revenue growth and profitability, which boosts investor confidence.

4. **Market Trends**: The food and beverage sector in Malaysia is growing, driven by increasing consumer spending and a trend towards dining out. BJFood is well-positioned to benefit from these trends.

5. **Sustainability Initiatives**: The company's focus on sustainability and reducing environmental impact resonates well with consumers and investors who prioritize corporate responsibility.

6. **Dividend Payouts**: BJFood's history of paying dividends makes it an attractive option for investors looking for both income and capital appreciation.

These factors collectively contribute to the optimistic price targets set by analysts. 😎

16 hours ago

Good123

VWAP:0.3653Avg Vol/Trans:69.10

15 hours ago

Good123

target price 40-45sen before Oct 1 with the share buyback support from vincent tan's group of companies. good luck, guys

15 hours ago

Good123

stay put & be positive

Announced Date Change Type Shares Name
18 Sep 2024 13 Sep 2024 Acquired 1,400,000 BERJAYA CORPORATION BERHAD
18 Sep 2024 13 Sep 2024 Acquired 1,710,000 BERJAYA GROUP BERHAD
18 Sep 2024 12 Sep 2024 Acquired 6,557,000 JUARA SEJATI SDN BHD
18 Sep 2024 13 Sep 2024 Acquired 1,400,000 BERJAYA GROUP BERHAD
18 Sep 2024 12 Sep 2024 Acquired 2,207,000 JUARA SEJATI SDN BHD
18 Sep 2024 12 Sep 2024 Acquired 6,557,000 BERJAYA CORPORATION BERHAD
18 Sep 2024 13 Sep 2024 Acquired 1,710,000 JUARA SEJATI SDN BHD
18 Sep 2024 12 Sep 2024 Acquired 2,207,000 BERJAYA CORPORATION BERHAD
18 Sep 2024 12 Sep 2024 Acquired 6,557,000 BERJAYA GROUP BERHAD
18 Sep 2024 13 Sep 2024 Acquired 1,400,000 JUARA SEJATI SDN BHD
18 Sep 2024 13 Sep 2024 Acquired 1,710,000 BERJAYA CORPORATION BERHAD
18 Sep 2024 12 Sep 2024 Acquired 2,207,000 BERJAYA GROUP BERHAD
01 Jul 2024 28 Jun 2024 Acquired 9,090,000 BERJAYA CORPORATION BERHAD
01 Jul 2024 28 Jun 2024 Acquired 9,090,000 BERJAYA GROUP BERHAD
01 Jul 2024 28 Jun 2024 Acquired 9,090,000 JUARA SEJATI SDN BHD
16 May 2024 13 May 2024 Acquired 440,000 BERJAYA GROUP BERHAD
16 May 2024 13 May 2024 Acquired 440,000 JUARA SEJATI SDN BHD
16 May 2024 13 May 2024 Acquired 440,000 BERJAYA CORPORATION BERHAD
14 May 2024 10 May 2024 Acquired 2,300,000 JUARA SEJATI SDN BHD
14 May 2024 10 May 2024 Acquired 2,300,000 BERJAYA CORPORATION BERHAD
14 May 2024 10 May 2024 Acquired 2,300,000 BERJAYA GROUP BERHAD

14 hours ago

Good123

Grab some yah 😉😃

14 hours ago

Good123

Yes, there are a few reasons why it might rebound:

1. **Past Performance**: Despite recent setbacks, BJFood has shown strong performance over the past three years, with a significant increase in share price and a transition from losses to profitability¹.

2. **Expansion Plans**: BJFood is planning to open new stores, including Starbucks and Paris Baguette outlets, which could boost revenue in the long term².

3. **Improved Margins**: The company has been working on improving its margins through store consolidation and better management of promotional campaigns².

4. **Market Sentiment**: Sometimes, market sentiment can shift, especially if the company shows signs of recovery or if there are positive developments in the broader market³.

8 hours ago

Sanatan

Berjaya buying up their shares coz it is so cheap.

8 hours ago

Sanatan

It might go lower so need the resilient to hold.

8 hours ago

Good123

US Fed's 50-bp rate cut seen unleashing funds into Malaysian assets
By Luqman Amin & Anis Hazim / theedgemalaysia.com
19 Sep 2024, 09:13 pm

6 hours ago

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