CARLSBERG BREWERY MALAYSIA BHD

KLSE (MYR): CARLSBG (2836)

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Last Price

20.42

Today's Change

-0.10 (0.49%)

Day's Change

20.42 - 20.50

Trading Volume

8,900


5 people like this.

1,928 comment(s). Last comment by Michael Kwok 1 week ago

ginvin

206 posts

Posted by ginvin > 2016-08-23 18:27 | Report Abuse

QR out

Posted by Follower178 > 2016-08-25 13:05 | Report Abuse

hohoho, revenue dropped, next quater will be better?

kinfatt999

2,913 posts

Posted by kinfatt999 > 2016-09-02 11:28 | Report Abuse

special dividen 1000: 1 carton carlsberg

Rainman

34 posts

Posted by Rainman > 2016-09-15 10:26 | Report Abuse

Do you all think that sin taxes will increased in the coming Budget announcement by Najib?

Git13

26 posts

Posted by Git13 > 2016-09-21 11:20 | Report Abuse

Today is ex-date for CARLSBG. Price increase from yesterday's close 14.24 to 14.28. Volume slowly building up. Hope more players come in.

Rainman

34 posts

Posted by Rainman > 2016-09-21 13:56 | Report Abuse

If you guys take a look in Q2 2016 (30/06/2016) report , page 9/16 states that Carlsberg has been summoned to pay Selangor Customs overdued excise duty (RM35 mil) sales taxes (RM 13mil) plus penalty (RM7 mil)since year 2011, but the company does not seem to care about such claim (it says on the report "The Company does not admit liability on the demands...).

What do you all think about this? Any hanky-panky going on inside the company?

Asia88

590 posts

Posted by Asia88 > 2016-09-25 11:42 | Report Abuse

Then you can also read Heineken annual report on the litigation case between them and Custom department.
Both brewery company face the same issue.

steve

61 posts

Posted by steve > 2016-09-30 15:43 | Report Abuse

Carlsbery steady. unlike that GAB

Posted by lokzhaizz3813 > 2016-11-16 15:31 | Report Abuse

Drop drop drop ......

limkokthye

6,039 posts

Posted by limkokthye > 2017-01-09 18:26 | Report Abuse

cny sales seem slow, no hope this year,

Posted by savyinvestor > 2017-02-07 16:57 | Report Abuse

undervalued ..... time to buy

dam82

2,219 posts

Posted by dam82 > 2017-02-14 18:08 | Report Abuse

seems like not moving up ...

bjaya

269 posts

Posted by bjaya > 2017-02-15 16:54 | Report Abuse

Dividend time. Time to go in

dam82

2,219 posts

Posted by dam82 > 2017-02-15 21:44 | Report Abuse

Agree waiting for dividend also .. but still afraid on the excise duty and sales taxes impact on the share price ..

stockraider

31,556 posts

Posted by stockraider > 2017-02-15 21:52 | Report Abuse

Hieneken result good, surely same for carlsberg loh...!!

bjaya

269 posts

Posted by bjaya > 2017-02-16 23:46 | Report Abuse

Good or bad time , Yum Seng must still go on

Nobsinves

32 posts

Posted by Nobsinves > 2017-02-19 19:04 | Report Abuse

Anyone know when the annual report realease?

luckycharm

385 posts

Posted by luckycharm > 2017-02-21 10:19 | Report Abuse

yum seng!

ginvin

206 posts

Posted by ginvin > 2017-02-21 18:13 | Report Abuse

yum seng! result out

Posted by hanhui1991 > 2017-02-21 18:18 | Report Abuse

the result consider good or bad?

Nobsinves

32 posts

Posted by Nobsinves > 2017-02-21 18:51 | Report Abuse

Bad. Dividend maintain EX at may

luckycharm

385 posts

Posted by luckycharm > 2017-02-21 18:51 | Report Abuse

Drop 37% but congrats to yum seng holder...declare dividend at 67sen...shiok oh...

luckycharm

385 posts

Posted by luckycharm > 2017-02-24 07:53 | Report Abuse

2 become 1 or 3 in 1...i dont care coz ppl always yum seng bad or good day...

hewusana

265 posts

Posted by hewusana > 2017-04-29 13:10 | Report Abuse

Will it shot up to RM16?

bjaya

269 posts

Posted by bjaya > 2017-04-30 23:11 | Report Abuse

Good chance as the Sri Lanks plants has commenced production & sales.

hewusana

265 posts

Posted by hewusana > 2017-05-04 13:01 | Report Abuse

At year 2013 also shot up..

Stockgod8

80 posts

Posted by Stockgod8 > 2017-05-07 12:51 | Report Abuse

My news inform that big portion of alcohol in Malaysia market are fake, they have 100% similar sticker and packaging. Is Carlsberg still an attractive share if fake beer getting more and more popular?

LOHAS

65 posts

Posted by LOHAS > 2017-05-08 17:21 | Report Abuse

Why suddenly shoot up?

uncle988

135 posts

Posted by uncle988 > 2017-05-19 10:26 | Report Abuse

Great quarterly result, a hidden gem is born, buy when it is still cheap.

Kensington

158 posts

Posted by Kensington > 2017-05-19 19:10 | Report Abuse

on 17 May, the Co announced that it has cancelled all of its 2.33 million treasury shares, thus making each share of its outstanding 305.7 million stock proportionately more valuable.

LA777

3,383 posts

Posted by LA777 > 2017-05-20 10:22 | Report Abuse

Uncle 988, what's your target price?

luckycharm

385 posts

Posted by luckycharm > 2017-05-23 15:28 | Report Abuse

today add some again...carlsberg draught really nice to drink...

kino318

37 posts

Posted by kino318 > 2017-06-29 09:01 | Report Abuse

which one better? heim or carlsbg?

Aries

659 posts

Posted by Aries > 2017-06-29 09:48 | Report Abuse

Both equally good.

hewusana

265 posts

Posted by hewusana > 2017-07-06 20:10 | Report Abuse

Keep buying..

Posted by Good_stock > 2017-08-10 09:26 | Report Abuse

Switching my portfolio to Petronm given its surprising 2q result soon......

Please refer to https://klse.i3investor.com/blogs/david_petronm/129620.jsp

hewusana

265 posts

Posted by hewusana > 2017-09-15 18:25 | Report Abuse

Wow up again..

Posted by pakatan_harapan2 > 2017-09-22 22:38 | Report Abuse

NGOs protest against beer festival in Shah Alam
Read more at https://www.thestartv.com/v/NGOs%20protest%20against%20beer%20festival%20in%20Shah%20Alam#HCetmfXY35vxhO65.99

Posted by Activeinvestor > 2017-10-03 09:41 | Report Abuse

Switching my holdings to Petronm
-------------------------------------------------------------------------------------------------------------------------------
Extract of Analyst Report from RHB

Petron Malaysia

Fuel Happy

We initiate coverage on Petron with a BUY recommendation. Our TP of MYR16.20 (60% upside) is based on a 12.5x FY18 P/E. The company owns over 580 service stations nationwide, distributing gasoline, diesel and LPG products. Petron also owns an 88,000bpd refinery in Port Dickson, Malaysia with a Nelson Complexity Index of 3. We believe the refinery would provide the company with a competitive advantage, thereby enabling it to take advantage of refined product spreads.

Third largest retail station operator in Malaysia. Petron Malaysia (Petron), a major fuel retail distributor in Malaysia, has the third largest market share in the country behind Shell and Petronas Dagangan (PETD MK, NR). It owns over 580 service stations nationwide, distributing gasoline, diesel and LPG products.

Besides retail marketing, the company also owns an 88,000bpd refinery located in Port Dickson, Malaysia with a Nelson Complexity Index of 3. The refinery is capable of producing gasoline, diesel, liquefied petroleum gas (LPG), kerosene and low sulphur waxy residue (LWSR). The refinery has an average utilisation rate of c.50% due to the unfavourable economics of LSWR which, in turn is due to its low complexity rate. The company is 73.4%-owned by Petron Corp, the largest oil refining and marketing company in the Philippines.

The refinery could provide alpha. Its retail fuel segment plays a volume game, ie the more retail stations imply a higher volume. As such, we expect its retail volume to grow by c.4% each year, driven by the opening of new stations. Our base case scenario assumes Petron would open 15 new stations every year. Its commercial fuel segment earnings are driven by spreads for naphtha, kerosene and LSWR. We expect spreads for naphtha and kerosene to range between USD2-7/bbl for the long term. As such, we believe the commercial fuel would provide the company with a higher earnings growth potential, compared to that of its peers.

Healthy balance sheet. As of 1H17, it is a net cash company; we expect Petron to end FY17F in a net cash position. Total borrowings are at MYR66.4m, while its cash position is at MYR156m. This is comparable to the situation at the end-FY16, when it was in a net debt position of MYR136m. Net cash from operations and free cash flow has been on an increasing trend, attributed to better cost management as well as the asset performance mechanism (APM), which transmits changes in oil prices to retail fuel prices.

BUY. We initiate coverage on Petron with a BUY recommendation, supported by a TP of MYR16.20. We arrive at our TP by pegging a 12.5x P/E to FY18F EPS of MYR1.30. As a comparison, Petronas Dagangan is trading at 24.6x P/E for FY18, at a 70% premium to Petron. We like Petron as we believe its retail fuel segment would provide a stable base of earnings due to the APM mechanism, while its commercial fuel segment would provide an earnings boost, an advantage the company holds over its peers due to its refinery.

Posted by pakatan_harapan2 > 2017-10-08 03:02 | Report Abuse

If Pakatan in power tax more Carlsberg. We no need GST.

Bulat

578 posts

Posted by Bulat > 2017-10-09 12:52 | Report Abuse

useless may be other fee will increase leh

Bulat

578 posts

Posted by Bulat > 2017-10-09 12:53 | Report Abuse

the leasehold house property change to freehold house property i will vote

Bulat

578 posts

Posted by Bulat > 2017-10-09 12:54 | Report Abuse

must qurranty

Posted by LeeFoundation > 2017-11-12 22:11 | Report Abuse

Ooi Teik Bee According to the chart I checked.

Bought Petdag on 1/1/2007 at 3.43.
Price on 30/12/2013 at 28.54.
You must make a lot of money.

Bought Petdag on 1/1/2014 at 28.54.
Price on 10/11/2017 at 21.60.
You must lose a lot of money.

If you believe very strongly on Petdag, Petdag is on strong down trending now, please buy more at 21.60 now.

I need to correct my earlier statement, the price of Hengyuan will overtake the price of Petdag in 2019, definitely not 5 years.

Thank you.
Ooi
12/11/2017 15:58

Pls note Petronm will fly together with HY too

Rainman

34 posts

Posted by Rainman > 2017-11-15 09:25 | Report Abuse

Dropped from RM 16 to RM 15.XX. Something is wrong...

Dias

9 posts

Posted by Dias > 2017-11-20 10:37 | Report Abuse

Why the post about Petron when this is a Carlsberg page?

Guy2017

182 posts

Posted by Guy2017 > 2017-11-30 19:32 | Report Abuse

Are we talking about beer or oil now? Hello... if talk oil, better not to confuse us. We are mabuk now !

Guy2017

182 posts

Posted by Guy2017 > 2017-11-30 19:33 | Report Abuse

Beer kali only welcome. Talk oil go to petrol station.

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