BJCORP is a publicly traded company, and its stock price is influenced by various market and economic factors. It's difficult to predict with certainty how much the stock price will change in the future. However, I can provide some general information and analysis to help you make an informed decision.
BJCORP is a business services company that provides a range of services, including business process outsourcing, technology consulting, and talent management. The company has a diverse client base across various industries, including healthcare, financial services, and consumer products.
As of August 2022, BJCORP's stock price is around $30-$40 per share. Based on historical trends and analyst estimates, here are some possible scenarios for the stock price movement until August 2024:
Conservative estimate: BJCORP's stock price could potentially range between $35-$45 per share by August 2024, representing a 15-20% increase from its current level.
Moderate estimate: The stock price could reach $45-$55 per share by August 2024, representing a 25-40% increase from its current level.
Optimistic estimate: BJCORP's stock price could surge to $60-$70 per share by August 2024, representing a 50-80% increase from its current level.
Please note that these estimates are based on historical trends and analyst forecasts and are subject to change due to various factors such as:
Company performance: BJCORP's financial performance, including revenue growth, profitability, and cash flow. Industry trends: Changes in the business services sector, including shifts in demand for outsourcing services and technology adoption. Economic conditions: Global economic conditions, including inflation, interest rates, and GDP growth. Market sentiment: Investor sentiment and market volatility. Regulatory environment: Changes in government regulations and policies affecting the company's operations. It's essential to diversify your portfolio and consider multiple factors before making any investment decisions. You may also want to consult with a financial advisor or conduct your own research to determine the best investment strategy for your individual circumstances.
Remember that past performance is not necessarily indicative of future results, and it's essential to be cautious when making predictions about stock prices.
BOJ just increased OPR and JPY is strengthening that will boost investment values in Japan.
Over the years TSVT had invested largely in few locations namely in Kyoto and Okinawa thru Four Seasons in BJC and BJL. The values of such developments will be soaring tremendously that will boost BJC and BJL share values further from now. Hence the counters are moving in tandem actively.
VT should rotate CEO around his berjaya companies. Some non performing CEO should in charge of good company to see whether they non perform is because company or them. Some good CEO should in charge of bad companies to see whether they can turn around bad company.
Focusing more on BJAsset Bhd over BJFoods Bhd could be justified by several strategic and financial considerations:
1. Stable and Diversified Income Streams: BJAsset Bhd, a property investment and development company, generally benefits from long-term rental income, property appreciation, and development profits, which provide more stable and predictable revenue streams. This contrasts with BJFoods, which operates in the food and beverage industry, a sector highly susceptible to fluctuations in consumer spending, commodity prices, and economic cycles. BJAsset’s diversified portfolio in real estate offers better insulation against these volatile factors. 2. Growth Potential in Real Estate: The property market, particularly in prime locations, offers significant long-term growth opportunities. With urbanization trends, rising demand for commercial spaces, and the potential for property development, BJAsset Bhd is positioned to capitalize on the appreciating value of its assets. In contrast, BJFoods Bhd is more limited by market saturation, intense competition in the F&B sector, and shifting consumer preferences, which may cap its growth prospects. 3. Less Sensitivity to External Shocks: Real estate investments tend to be less sensitive to external shocks, such as inflation, geopolitical instability, or economic downturns, compared to the food industry. BJFoods is vulnerable to changing consumer behaviors, supply chain disruptions, and cost pressures (e.g., raw material price hikes), which can affect profitability. BJAsset, on the other hand, can better weather economic downturns, as property values may hold steady or recover faster. 4. Capital Appreciation and Asset Value: BJAsset Bhd’s real estate assets naturally appreciate over time, providing a stronger foundation for capital growth. Real estate offers tangible asset value, and property investments typically appreciate, even in inflationary environments. BJFoods’ focus on quick-service restaurants and consumer products offers less tangible capital growth, and the brand value is more prone to fluctuations based on trends and consumer loyalty. 5. Higher Returns on Assets and Capital: BJAsset may offer higher returns on investment through strategic property management, development projects, and rental yields, especially in a recovering property market. In contrast, BJFoods, which operates in the low-margin, high-volume food industry, might not offer the same return on assets (ROA) or return on equity (ROE), as its margins can be squeezed by rising costs, competition, and operational risks. 6. Market Confidence and Investor Sentiment: Investors often perceive real estate companies as more resilient and less prone to short-term volatility. If BJFoods is experiencing a downturn due to operational challenges, changing consumer preferences, or declining sales, focusing on BJAsset can help restore investor confidence. BJAsset’s tangible asset base and longer-term growth potential are more appealing for risk-averse investors.
In conclusion, shifting focus toward BJAsset Bhd is a more defensive and growth-oriented strategy, offering more stable income, lower operational risk, and significant capital appreciation potential compared to the challenges faced by BJFoods Bhd in the competitive and fluctuating F&B sector.
When evaluating whether Berjaya Assets Bhd (BJASSET) is better positioned for privatization compared to Berjaya Food Bhd (BJFOOD), there are several factors to consider:
1. Real Estate Holdings: BJASSET has significant real estate assets, including iconic properties like Berjaya Times Square and Berjaya Waterfront in Johor Bahru . The value and strategic importance of these properties could make BJASSET more attractive for privatization, as it has a higher asset-based value compared to BJFOOD, which focuses on the food and beverage industry . 2. Valuation Metrics: BJASSET has a low free-float (11.4%), and its valuation metrics suggest it may be undervalued, with a market capitalization of MYR 780 million . On the other hand, BJFOOD has shown recent declines in stock price and earnings , although it remains profitable and continues to issue dividends, which makes it appealing for long-term investors. However, BJASSET’s real estate potential could drive stronger long-term gains post-privatization compared to BJFOOD’s reliance on consumer spending. 3. Business Focus and Growth: BJFOOD has faced challenges with fluctuating revenue and earnings, depending heavily on the performance of its Starbucks and Kenny Rogers Roasters franchises . While BJFOOD offers consistent, though modest, growth, it doesn’t present the same upside potential as BJASSET’s large-scale real estate and development prospects .
Given these factors, BJASSET appears to have stronger assets and potential for value appreciation in a privatization scenario, especially if the group plans to leverage its valuable properties.
BJAssets (Berjaya Assets Berhad) is often considered a “jewel” within the Berjaya Corporation Bhd (BJCorp) group due to several factors that make it a valuable asset within the conglomerate. Here are some reasons why BJAssets holds a prestigious position:
1. Prime Property Holdings: BJAssets owns high-value real estate in strategic locations, particularly in Johor Bahru. This includes Berjaya Waterfront, a prominent mixed-use development comprising retail, hotel, and entertainment properties, which attracts significant local and international visitors. 2. Gaming and Entertainment: BJAssets has a stake in the gaming industry through its subsidiary, gambling biz in Borneo , which provides a steady revenue stream. The gaming sector, especially through lottery and number forecasting games, is a consistent cash generator. 3. Diverse Revenue Streams: The company has diverse interests spanning real estate, hospitality, and entertainment. This diversity helps cushion the company from market volatility and economic downturns, creating a stable financial foundation. 4. High-Value Hospitality Assets: BJAssets manages high-end hotels and resorts, adding to its revenue from tourism and hospitality, which have strong growth potential, especially post-pandemic. 5. Strategic Position in Johor Bahru: Johor Bahru is a critical area for cross-border trade and tourism between Malaysia and Singapore. BJAssets’ holdings in this region position it to benefit from increasing economic activity.
Due to its diversified portfolio and strategic real estate and gaming assets, BJAssets is considered a key contributor to BJCorp’s overall value and growth potential.
Consolidating Vincent Tan's gambling businesses, particularly SPToto and BJ Assets, could offer several advantages:
1. **Operational Efficiency**: By merging operations, there can be a reduction in overhead costs. Streamlining processes and resources can lead to improved profitability.
2. **Brand Strengthening**: A unified brand can enhance recognition and customer loyalty. It simplifies the marketing strategy and can lead to a stronger market presence.
3. **Regulatory Compliance**: Consolidation may make it easier to navigate regulatory requirements by having a single entity focused on compliance, which can reduce legal risks.
4. **Diversified Offerings**: Combining the strengths of both companies could lead to a broader range of products and services, attracting a wider customer base.
5. **Economies of Scale**: Merging operations can create economies of scale, allowing for better negotiating power with suppliers and reducing costs.
6. **Innovation and Investment**: A consolidated entity may have more resources to invest in technology and innovation, keeping pace with industry trends and enhancing the customer experience.
7. **Focus on Core Competencies**: Consolidation allows the company to focus on its core competencies, improving overall performance and strategic alignment.
In summary, consolidating SPToto and BJ Assets could lead to enhanced efficiency, stronger branding, better compliance, diversified offerings, cost savings, innovation potential, and a more focused strategic approach.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
newbie9893
2,366 posts
Posted by newbie9893 > 2024-07-22 10:52 | Report Abuse
Gentle reminder! Pls sell all your Bjcorp now. World stock market crash may happen in this month, at least decline of 10- 15%.