Posted by James_Bond > 2023-01-17 13:34 | Report Abuse

We r in bear market! Remember this! Share unlikely up more than 20% from previous low! Be well informed!

Posted by James_Bond > 2023-01-17 13:35 | Report Abuse

Business is becoming even more competitive with Meadows in the market…

Posted by James_Bond > 2023-01-17 13:35 | Report Abuse

I prefer meadow drinks! Not 100 plus!

Posted by James_Bond > 2023-01-17 13:36 | Report Abuse

28 cans of 100 plus selling at rm24! You can see how F&N going to earn money…

Posted by Brutus > 2023-01-17 16:56 | Report Abuse

Attended the physical meeting today, good future prospect for F+N!

Posted by Brutus > 2023-01-17 17:43 | Report Abuse

New 100Plus Pro coming into the market.
The fresh milk segment is going to be an all integrated farm- corn feed, milking, automation, beef product, etc. And best thing is that they are targeting mass market pricing. They are hitting Farm Fresh directly head on in my opinion.
Thailand business will be contributing the same as Malaysia's operation and they also expect Export to contribute nearly the same in the future. There will be 3 Pillars of main contribution with 2 sub contributor vs now 1.5 main contributor only.

Posted by Nepo > 2023-01-20 18:07 | Report Abuse

https://www.nst.com.my/business/2023/01/871190/2022-exciting-fn-equally-bullish-about-2023

Posted by James_Bond > 2023-01-26 10:48 | Report Abuse

Taking profits of my remaining 10% holding in F&N. Cheers! TQVM F&N.

Posted by AlfI3 > 2023-02-02 04:42 | Report Abuse

Ha ha, came out new variety.....100plus beer. Wud b a great non halal idea indeed@Pang72

Posted by Nepo > 2023-02-08 09:58 | Report Abuse

Analysts upbeat on F&N's earnings prospects as Thai ops set to improve
-A+A
KUALA LUMPUR (Feb 7): Analysts are optimistic about Fraser & Neave Holdings Bhd’s (F&N) performance in the quarters ahead as they see its operation in Thailand improving with the return of international tourists and the strengthening of the baht against the ringgit and US dollar.
https://www.theedgemarkets.com/node/654238

Posted by Tang Khangseng > 2023-02-09 22:44 | Report Abuse

Pang72 is so lonely...hehe, to me the QR is ok, you have to deduce ~RM90mil from net profit and its EPS is then around 27-28cent which is not too bad vs previous quarter considering current challenging environment doing business. Prospect looks good moving forward in case contribution from Thai can be further improved, looking forward to see if there is more contribution from Cocoaland (full quarter vs current 2/3 months) and "Milk" line (probably will not see anything significant for the next few quarters). The price is not cheap at current PE >20 vs the other smaller food producing companies...

Posted by Income > 2023-02-16 18:35 | Report Abuse

100 plus satu.

Posted by James_Bond > 2023-02-17 14:32 | Report Abuse

Prosperity tax 2.0 or capital gain tax 1.0 will shock the markets!

Posted by James_Bond > 2023-02-17 14:34 | Report Abuse

Every day 100 Plus, keep your sugar high, end up diabetes… be careful…

Posted by wallstreetrookieNEW > 2023-02-22 10:22 | Report Abuse

EPF disposed. Keep going up lets go

Posted by anthonytkh > 2023-03-14 17:01 | Report Abuse

Pang, you need to see which appointed funds EPF were using to buy and sell (read the announcements more carefully, esp “Name of Registered Holder”). For EPF, obviously, they are the ultimate beneficial holder (“EPF ACT 1991”) but that is how they trade their investments using many appointed fund managers

But you are right in a way : Prior to the small buying lately by one of their funds, their other fund sold much more early this month. The price went up the days they sold “big”… check the prices on 20 Feb and 28 Feb when EPF sold hundreds of thousands of shares but the price went up. What does that tell you?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-30 16:22 | Report Abuse

Security LastPr PE DY% Divcts ROE ttm-marg
F&N (Food) 25.82 19.36 2.3 60 15.24 10.7

Posted by Nepo > 2023-04-12 11:06 | Report Abuse

First time surpass DutchLady @RM26.20

Posted by KingKKK > 2023-05-05 09:52 | Report Abuse

Wah, earnings drop 49% or almost half compared to last quarter.

Posted by RWG > 2023-05-18 20:07 | Report Abuse

weather so hot, 100plus sure sell like mad

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-08-03 17:29 | Report Abuse

F&N announces a good quarterly result.

Posted by GammaRay > 2023-08-04 14:54 | Report Abuse

Wow, F&N's revenue breaks historical high in Q3FY2023

https://www.thestar.com.my/business/business-news/2023/08/04/fn-gets-earnings-upgrade

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-08-04 22:54 | Report Abuse

https://www.nst.com.my/business/2023/08/938437/fns-q3-net-profit-widens-nearly-rm100mil

Posted by GammaRay > 2023-08-09 11:54 | Report Abuse

See F&N can hot 52 weeks high or not within this year ..

Posted by Nepo > 2023-11-08 05:57 | Report Abuse

Wah, very good QR
Congratulations to the holders collect 50 cents dividend

Posted by troy88 > 2023-11-08 10:33 | Report Abuse

Wow, well done F&N.

Posted by Income > 2023-11-11 05:53 | Report Abuse

If you don't love me, then give me back my heart, Blink Blink

Posted by wallstreetrookieNEW > 2023-11-22 15:00 | Report Abuse

YTL Power holders all flooding to F&N

Posted by Income > 2023-12-18 09:35 | Report Abuse

•Missing hash harriers safe, found their way out of forest

Posted by cascade > 2023-12-20 16:23 | Report Abuse

Final dividend 33sen
Special dividend 17sen
ex date 2024-Jan-18

Posted by Nepo > 2024-02-01 11:03 | Report Abuse

Wah! Very impressive QR (31.12.23). Very good performance especially from F &N Thailand
Keep it up!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-02-07 09:59 | Report Abuse

Price has retraced back to its previous high levels.

Posted by stockraider > 2024-02-07 12:06 | Report Abuse

Talking about comparative study, General Raider remember Dlady & Nestle share price were Rm 70.00 & Rm 155.00 compare to insas about rm 0.90 about 6 yrs ago loh!

How did Nestle & Dlady perform after that leh ??

Why Dlady & Nestle share price stagnant but decline big to today Rm 23.90 and Rm 120.00 leh ??
Is this not value trap meh ??

On the other hand, the latest Insas share price move up, commendably to Rm 1.21 mah!
People say Insas value trap, but actually it perform much better than bluechip Dlady & Nestle mah!

So do not be misled by 3iii mah, he only know how to talkkook loh!

He should look at himself in the mirror b4 giving very unintelligent comment loh!

Have a very good day loh!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 hour ago | Report Abuse

Do a comparative study of Insas and Oriental Holdings. Both are "value traps" by definition. You will learn a lot when you compare these companies side by side.

Have a good day.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-02-21 20:17 | Report Abuse

Over the last 10 years, the revenues grew about 4% early and the PBT grew at a slightly faster rate of about 6.9%. This indicated its profit margins had improved. Over the 10 years above, its PBT Margin increased steadily from 8.3% to 12.5%.

Its NAPS (Net Asset Price per Share) grew from RM 4.603 per share to RM 9.112 per share. F&N is a great company, with high ROE in the mid teens. Its ROE for the above 10 years period ranged from low of 12.9% to a high of 19.4%; averaging 15% to 16%.

Given the risk free interest rate of 5% or so, its present price of RM 29.2 per shar means it is trading at a P/NAPS of 3.01 x. This valuation means it is trading at a fair price today.

F&N has distributed dividends yearly. Its DPO was around 52% to 56%. Its latest DY is 2.68%.

In summary, F&N is a great company, growing at a slow rate of 5% to 7% yearly. It retained about 50% of its earnings for future growth and with its ROE at around 15% or so, and many new projects for future growth, this stock in my portfolio remains for the long term.

Posted by pang72 > 2024-04-04 15:30 | Report Abuse

DLADY brings fraser breaking record price..
NESTLE is catching up too

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-04-04 17:48 | Report Abuse

F&N

Its share price climbed slowly over many years, reaching a peak price of RM 38 in June 2018.

From then, it fell to its lowest of RM 20 in October 2022.

Today, it is at about RM 30+.


How do you buy or sell F&N?

Quality: Great (growing)
Management: Great
Valuation:

Buy and hold for the long term.
Buy when it is obviously low.
Do not have to sell when it is obviously high.

In the long term, your investment in F&N will be fine.

Posted by KingKKK > 2024-04-06 08:21 | Report Abuse

CONSUMER Sector (KingKKK) - Unveiling Potential Q2 Stars: APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-06-story-h-184609490-CONSUMER_Sector_KingKKK_Unveiling_Potential_Q2_Stars_APOLLO_DLADY_SPRIT

Posted by MULTIEVER > 2024-04-07 16:24 | Report Abuse

what happen har? tan sri and puan sri move their share into new holding company?

Posted by KingKKK > 2024-04-24 15:48 | Report Abuse

CONSUMER sector: Malaysia's Dividend Darlings? (KingKKK): Top 10 Stocks to Weather the Storm. APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-04-24-story-h-182882795-Malaysia_s_Dividend_Darlings_Top_10_Consumer_Stocks_to_Weather_the_Stor

Posted by MULTIEVER > 2024-04-30 19:50 | Report Abuse

expected, F&N delievered Good result again!

CNY and Raya Sales fall in the same quarter, com-lan-firm earning
Huat ah!

Posted by MULTIEVER > 2024-04-30 20:04 | Report Abuse

even though this counter is already on fair valuation but personally think it have slight discount as it still got gap to climb back to previous height.


The Next big play is fresh milk farm. we shall see another engine to carry F&N to compete with nestle and DL

Posted by Brutus > 2024-04-30 20:29 | Report Abuse

Good set of results. Increased dividend payout, nice!

Posted by KingKKK > 2024-05-03 07:53 | Report Abuse

CONSUMER Sector (KingKKK): Top Beneficiary of 13% Pay Bump for Government Workers? Stock price reaction on 10 stocks: APOLLO, DLADY, SPRITZER, FFB, F&N, GCB, QL, MRDIY, NESTLE, BJFOOD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-05-02-story-h-182019848-CONSUMER_Sector_KingKKK_Top_Beneficiary_of_13_Pay_Bump_for_Government_W

Posted by PassionateInvestor > 2024-05-03 10:43 | Report Abuse

F&N have always been competing with Nestle and DL on reconstituted "fresh" milk under the Farmhouse brand. They are actually now moving one level up to have locally produced fresh milk which means they'll compete with Farm Fresh which has been grabbing alot of market share in this segment lately.

Posted by MULTIEVER > 2024-05-06 13:42 | Report Abuse

@PassionateInvestor

F&N punya milk is "UHT Fresh milk" this same to DL and nestle.

the so called "UHT Fresh milk" means "UHT", they just misleading ppl only.

here is the chatgpt punya input that i asked the diferences between "UHT Fresh Milk" vs "UHT Milk"

The terms "UHT milk" and "UHT fresh milk" might sound similar, but they actually refer to slightly different products.

UHT Milk (Ultra-High Temperature): This type of milk has been processed using a technique called ultra-high temperature (UHT) pasteurization. In this process, the milk is heated to a very high temperature for a short period of time to kill bacteria and extend its shelf life. UHT milk can be stored at room temperature before opening and typically has a longer shelf life compared to traditional pasteurized milk. It is often labeled simply as "UHT milk."
UHT Fresh Milk: This term can be a bit misleading because UHT milk is not technically "fresh" in the traditional sense. However, some brands may use the term "UHT fresh milk" to emphasize that their UHT milk is of high quality and has a taste and texture similar to fresh milk. Essentially, "UHT fresh milk" is UHT-treated milk marketed to evoke the idea of freshness.
So, while both "UHT milk" and "UHT fresh milk" have undergone the UHT pasteurization process, the latter may be marketed as having qualities closer to fresh milk. However, it's essential to check the label and description to understand the specific characteristics of each product.

Posted by MULTIEVER > 2024-05-06 13:45 | Report Abuse

Just in case u have wonder what so different between "fresh milk" vs "UHT milk"
here got some clip explained

https://www.youtube.com/watch?v=so1ymRyeJV0&ab_channel=%E4%BE%9D%E5%A9%B7YeTing

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

Group operating profit for Q4 FY2024 declined by 27.9% to RM119.9 million (Q4 FY2023: RM166.2
million) attributed to start-up costs from our integrated dairy farm, restructuring costs, unrealised
foreign exchange losses and lower profit contribution from F&B Thailand. This decline was partly
offset by a higher profit contribution from F&B Malaysia

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

Term loan of RM100,000,000
On 25 July 2022, a subsidiary of the Company, DSSB was granted a term loan of RM100,000,000
with a tenure of up to seven years from the date of the first drawdown of the facility. DSSB had made
full drawdown of the term loan on 22 August 2022. The proceeds from this term loan were used to
partially finance the acquisition of Ladang Permai Damai Sdn Bhd. The term loan is subject to floating
interest rates ranging from 5.02% to 5.27% (2023: 3.95% to 5.09%) per annum. As at 30 September
2024, the outstanding term loan amounted to RM96,000,000 (2023:RM100,000,000).

Posted by ArianaGoh > 2 weeks ago | Report Abuse

Fraser & Neave Holdings Bhd (F&N) expects the company’s first batch of cows to only arrive in six to 12 months following the cancellation of the permit to import 2,500 US-bred cows by the government as a precautionary move following an outbreak of avian flu.

F&N’s chief executive officer Lim Yew Hoe said in a briefing to analysts and the media yesterday that the company’s plans to diversify into the production of fresh milk will not be deterred as it would continue to develop the 2,726ha of land in Gemas, Negri Sembilan into an integrated dairy farm.

F&N has spent RM1.4bil of the RM2bil allocated for the first phase of the project.

The second phase would involve a further RM1bil in spending. The company plans to produce up to 200 million litres of milk annually from 20,000 cows as well as produce beef, and corn for animal feed, as part of its diversification when the farm becomes fully operational.

The company expects to produce up to 100 million litres of milk from the first phase.

Lim admitted that there would be a delay in the completion of the integrated dairy farm as the second phase would not be developed until the completion of the first phase.

He said the company would look into the matter of higher dividend payouts given that the delay of the second phase meant lower spending on the farm and higher than expected cashflow.

F&N declared a total of 63 sen per share in dividends for its financial year ended Sept 30, 2024 (FY24), after declaring a final single tier dividend of 33 sen per share and an interim dividend of 30 sen per share on Nov 5. For FY23, the company declared a total of 77 sen per share in dividends.

Lim said the company has backup plans for livestock from other sources, but the first batch will take anything from six to 12 months to arrive, with the delay of up to a year due to choppy sea conditions and soaring temperatures from April to September in this part of the world that can badly affect the cows.

He said the company was looking into alternative sources from which to import the cows, and that the cows must have the genomic traits that the cows the company ordered from the US have.

The company would also continue to liaise with the government over the matter of future contagion events and how to mitigate the risks.

The company would continue to develop the first phase of the integrated dairy farm and also start the planting of corn for animal feed in December, which should be ready for harvesting next April.

The cows should have animal feed ready for consumption by July, which Lim said would help lower the farm’s operating costs.

He also said that from the 100 million litres of milk expected to be produced from the first phase, up to 20 million litres would be supplied to F&N’s plant in the Suvannaphum Special Economic Zone in Cambodia and another 10 million litres to 15 million litres to Singapore as bulk supply to be packed in the company’s Tuas plant. The remainder would go towards domestic consumption.

On the matter of the excise duty on sugar-sweetened beverages, which would be increased to 90 sen per litre from 40 sen per litre, next year for beverages containing more than five grammes of sugar per 100ml announced under Budget 2025, Lim said the impact would be minimal and the company would try to absorb the cost.

The range of products that cross the sugar threshold contributes less than 1% in terms of sales and include the energy drink Ranger, F&N Teh Tarik and Magnolia Sterilised Milk.

Lim said the company would be looking into how to improve recipes and formulas to lower the sugar volume.

Posted by dam82 > 1 week ago | Report Abuse

Waiting patiently to add soon more …hope will go down further