Posted by James Ng > 2019-01-19 10:11 | Report Abuse

https://klse.i3investor.com/blogs/general/190734.jsp
[转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing

Posted by moneylailai > 2019-01-22 16:49 | Report Abuse

nice sharing james

Posted by jackMaDe > 2019-01-22 17:44 | Report Abuse

good counter for long term

Posted by LouiseS > 2019-01-26 12:37 | Report Abuse

Steady increase of earnings in last five years, EPS increase around 30% from 2014 to 2018, ROE is good at 16.64%, however PE is high at 32.04, and dividend yield is low, at 1.71%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_25.html

Posted by 3iii > 2019-01-31 21:42 | Report Abuse

F&N Financial Information
Market Capital (RM)
: 12.456b
Number of Share
: 366.78m
EPS (cent)
: 109.37 *
P/E Ratio
: 31.05
ROE (%)
: 16.52
Dividend (cent)
: 57.500 ^
Dividend Yield (%)
: 1.69
Dividend Policy (%)
: 0
NTA (RM)
: 6.620
Par Value (RM)
: 1.000

Posted by i3lurker > 2019-01-31 21:46 | Report Abuse

sugar tax wun affect F&N

rakyat will do more corruption to eat more sugars
or
refuse to pay road summons to get money to buy sugars

BUY F&N

everyday limit up.

Posted by 4444 > 2019-01-31 22:19 | Report Abuse

Sales drop YOY bec people avoid sugary drink?

Posted by moneykj > 2019-02-21 12:00 | Report Abuse

F&N too high. Go Dksh.

Posted by commonsense > 2019-03-04 15:50 | Report Abuse

F&N will likely face earnings weakness in 3Q19 onwards from the implementation of the sugar tax. Currently 90% of the company’s beverage product in Malaysia are expected to be impacted by the new tax (to be implemented in April 2019). This will result in potentially lesser demand for the company’s products which would affect both its revenue and profit margin (due to higher unit cost) in the future. We will need to wait for the 3Q19 (or even better 4Q19 result) to see the full affect of the sugar tax on the company’s bottom line.

That being said, even if we were to use the 12 months trailing profit, at the current share price the company is already been valued at a high of 32x PE. This is high considering F&N growth rate for the past 7 years was only at an average of 3.4% per annum.

If you are looking to diversify your portfolio outside of F&N (due to its relatively high valuation), I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.4x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV.

FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well).

Given the very good result in 4Q18, MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at a very low PE of only 5.3x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x.

Good luck.

Posted by 8888_ > 2019-03-19 12:28 | Report Abuse

Sugar tax only extra tax in 2019 also up? Bursa control by crooks?

Posted by James Ng > 2019-03-20 10:17 | Report Abuse

https://klse.i3investor.com/blogs/general/198712.jsp
[转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing

Posted by enigmatic > 2019-04-14 18:55 | Report Abuse

F&N stock is like ping-pong.
One moment up, next moment down.

Posted by James Ng > 2019-05-22 14:54 | Report Abuse

https://klse.i3investor.com/blogs/general/207464.jsp
[转贴] [FRASER & NEAVE HOLDINGS BHD：随着甜味和不加糖炼乳市场的改善，预计泰国的前景将更好，管理层将增加品牌建设投资，以在本财政年度下半年加强他们的产品组合] - James的股票投资James Share Investing

Posted by guppycrow > 2019-05-24 14:20 | Report Abuse

Aberdeen asset mngmt. buy the cos/econ

Posted by James Ng > 2019-07-09 21:16 | Report Abuse

https://klse.i3investor.com/blogs/general/214346.jsp
[转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing

Posted by masterus > 2019-08-01 11:14 | Report Abuse

Psiptek 7145
NTA : 0.57
Current prices : 0.145

Posted by sapurakencana > 2019-08-05 13:45 | Report Abuse

Skim Milk Powder International price keep on increase fr USD1675 (FEB 18) to USD 2505 (July19) regardless uncertainty of global war trade.

Posted by sapurakencana > 2019-08-05 13:48 | Report Abuse

See EPF actively trade within this period of time.

Posted by James Ng > 2019-10-13 21:16 | Report Abuse

https://klse.i3investor.com/blogs/general/229791.jsp
[转贴] [Facebook live video:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing

Posted by perangbrown > 2019-11-01 17:38 | Report Abuse

Refined sugar manufacturer MSM Malaysia Holdings Bhd is disposing of 4,453.92 hectares of agricultural land in Chuping, Perlis, to Fraser & Neave Holdings Bhd for RM156 million.

The proposed disposal, effected via an open tender process which began in January 2019, was part of MSM’s asset rationalisation exercise to unlock and realise the value of its non-core assets, it said in a filing with Bursa Malaysia today.

Posted by EatCoconutCanWin > 2019-11-05 18:16 | Report Abuse

all stock PE dam high

Posted by perangbrown > 2019-11-06 10:20 | Report Abuse

Fraser & Neave Holdings Bhd:

* QTRLY REVENUE 975.1 MILLION RGT

* QTRLY NET PROFIT 68 MILLION RGT

* YEAR AGO QTRLY REVENUE 947.6 MILLION RGT; YEAR AGO QTRLY NET PROFIT 82.7 MILLION RGT

* BOARD RECOMMENDS A HIGHER FINAL DIVIDEND OF 33.0 SEN PER SHARE FOR THE FINANCIAL YEAR 2019

Posted by EatCoconutCanWin > 2019-11-06 13:44 | Report Abuse

result poor like this also can up..haha

Posted by zakaria444 > 2019-11-06 16:25 | Report Abuse

Food and beverages company, Fraser & Neave Holdings Bhd is allocating RM450 million for capital expenditure (capex) in 2020, said chief executive officer Lim Yew Hoe.

The allocation was a substantial increase compared with just RM30 million in capex for 2019.

Posted by DickyMe > 2019-11-07 20:36 |

Post removed.Why?

Posted by newbie4444 > 2019-11-08 04:51 | Report Abuse

MCA must win next week.

EatCoconutCanWin all stock PE dam high
05/11/2019 6:16 PM

Posted by TianTianHuat > 2019-12-18 14:58 |

Post removed.Why?

Posted by James Ng > 2020-01-15 21:21 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-01-15-story-h1482808424.jsp
[转贴] [Facebook live video:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing

Posted by ramada > 2020-02-03 21:18 | Report Abuse

Here is very quiet.

Posted by ramada > 2020-02-03 21:19 | Report Abuse

35 sen.
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=3689

Posted by mf > 2020-02-23 20:23 |

Post removed.Why?

Posted by YAPSS > 2020-04-19 16:13 | Report Abuse

YAPSS Quick Summary and Free 10 Years Financial Data of Fraser & Neave Holdings Berhad:
https://www.yapss.com/post/fraser-neave-holdings-berhad-f-n-3689

Posted by TraderSeeds > 2020-04-23 14:49 |

Post removed.Why?

Posted by Sunflower01 > 2020-04-23 15:14 | Report Abuse

?

Posted by mf > 2020-05-05 23:17 |

Post removed.Why?

Posted by i3lurker > 2020-05-11 08:04 | Report Abuse

Never used those brands for umpteen years already.

its now

Massimo
Digestive Biscuits
Ovaltine
Nongshim
Twinings

Posted by i3lurker > 2020-05-11 08:19 |

Post removed.Why?

Posted by i3lurker > 2020-05-11 08:37 | Report Abuse

Every time I look at ingredients on condensed milk and see palm oil I put it back on the shelf.

Do you find palm oil produced by the cow?
Why is palm oil inside condensed milk?

Posted by mf > 2020-05-11 08:38 | Report Abuse

Oil prices fall 1% as glut weighs

Posted by Sslee > 2020-05-11 08:53 | Report Abuse

haha i3lurker,
Milk got milk fat hence anything that content fat can be replaced by palm base fat.

Posted by i3lurker > 2020-05-11 11:00 |

Post removed.Why?

Posted by Sslee > 2020-05-11 11:44 | Report Abuse

Haha i3lurker,
The liquid part is olein for normal cooking oil.
The semi solid part is the one can be used to replace many different fat on many applications.

Posted by mf > 2020-05-11 11:54 | Report Abuse

Coronavirus updates: South Korea warns of second wave of infections; global cases cross 4 million

Posted by Ahmadahmad88 > 2020-05-11 12:58 | Report Abuse

Manusia terlalu banyak, kena tunggu Thanos petik jari, Covid ini lemah sangat.

Posted by mf > 2020-05-18 18:02 | Report Abuse

Bursa scores another record volume at 11.21b securities on crude...

Posted by focusinvesting > 2020-05-25 12:55 | Report Abuse

F&N's strong brands and its improving profit margins augurs well for the company. It's likely to be slightly underappreciated and here why...

https://focusinvesting484855354.wordpress.com/2020/05/25/fundamental-analysis-fraser-neave-holding-berhad-klse-3689/

Posted by focusinvesting > 2020-05-31 09:43 | Report Abuse

I've gone and compared F&N's 10 year financial results against Carlsberg, Heineken, Nestle and Dutch Lady. Here's what I've found out.
https://focusinvesting484855354.wordpress.com/2020/05/30/fundamental-analysis-comparing-nestle-fn-dutch-lady-carlsberg-and-heineken/

Posted by RainT > 2020-05-31 23:59 | Report Abuse

@focusinvesting

thanks for share good information

Posted by focusinvesting > 2020-06-01 10:46 | Report Abuse

@RainT glad you enjoyed it :)

Posted by David > 2020-06-14 17:35 | Report Abuse

I've reduced my holdings in F&N. F&N's near term outlook is poor. Nothing to look forward to since the dairy farm project has been cancelled.

https://www.bloomberg.com/news/articles/2020-06-14/stuck-at-home-the-world-is-eating-less-sugar