Posted by PiddleMinger > 2018-03-15 19:20 | Report Abuse

Gap down tomorrow. gone case

Posted by igain88 > 2018-03-15 19:26 | Report Abuse

Useless with VT return......

Posted by Dartmaster > 2018-03-15 19:30 | Report Abuse

Even if his company earns money he will do some magical trick with the figures and turn it into loss. He got his intention probably wants to collect back few million worth of share this time. After he is full he will jack up the price by reporting good earnings

Posted by shpg22 > 2018-03-15 22:24 | Report Abuse

Result is better. Losses arising from one off disposal of subsidiary (Kenny Roger Indonesia) which is loss making anyway. Excluding the one-off item, PATMI should be around 6.4M (37% gain YoY). Anyway the current price already priced in for years of growth ahead. Not an bargain.

Posted by Dennis NP Lee > 2018-03-16 10:45 | Report Abuse

How can you make money in Indonesia with the brand "kenny Roger" (sound like a Pub or a musical outlet)? If the name change to "VT Fried Chicken" or "Ayam Goreng VT" may be more appropriate! You must let people know you are selling fried chicken by one glance at the outlet's name! This sort of commonsense why cant we find in BJfood management ? Then how the company can make money ?

Posted by Eddysurge > 2018-03-16 12:58 | Report Abuse

Kenny Rogers is high brand products, expensive. My Indonesian friends telling me lives stock & vegetables fruits selling cheap there. Some more locals taste , variety choice. Especially, sounds from US.

Posted by UncleJohn > 2018-03-18 15:59 | Report Abuse

Actually this counter is overpriced la...Even the announced result showed 6.4 M profit also no use...I would buy Mid it is 1.3 or 1.2

Posted by Kalaihselvan Krishnan > 2018-03-23 20:57 | Report Abuse

I went to Starbucks today at 3 pm and it is 50 percent full. If there are able to localise a bit, that will be better. This was located a long the Juru highway just open for business.

Posted by Kalaihselvan Krishnan > 2018-03-23 20:58 | Report Abuse

Each of us spend Rm30. Total 5 guys

Posted by calvintaneng > 2018-05-15 08:26 | Report Abuse

calvintaneng 6) CANCELLATION OF GST (This done BN in), Reinstallation of Fuel Subsidies, Continuation of BriM, Giving Free Water will put back Purchasing Power into the Pockets of the Rakyat.

This is extremely good news for all Consumer Stocks.


Additional comments:

As more Cash goes into the pockets of consumers Calvin has picked 2 stocks

1) Bj Corp due to its Star Buck Coffee, Donkin Donut, Pizza, Wendy Burger, 7 Eleven, B Auto, Hotels & Resorts which are all consumer based.

2) TA Enterprize
As more people have extra cash some might be channeled into the Retail Stock Markets. And if Businesses have made monies when consumers open their pocket books and spend the extra profits might also be invested in the Stock Market.

So the collective positive contribution from CASH flowing into the real economy might propel consumer centric stock like TA Enterprize
15/05/2018 08:22

Bj Food also good

Posted by Value888 > 2018-05-25 11:53 | Report Abuse

positive with Starbucks with GST elimination

Posted by Yee Shiang > 2018-08-04 15:23 | Report Abuse

I think worth to buy it since disposed of loss making subsidiary. https://salasinvestment.blogspot.com/2018/08/berjaya-food-berhad.html

Posted by gangnam > 2018-08-08 13:44 | Report Abuse

Lol..don't forget about the synergy from BJCorp & Razer Pay JV and also that BJCorp owns 50% of BJFood...
https://klse.i3investor.com/files/my/blog/img/bl1338_screen_shot_20160806_at_2.42.26_pm.png

Posted by James Ng > 2018-08-12 11:39 | Report Abuse

https://klse.i3investor.com/blogs/general/169181.jsp
[转贴] [BERJAYA FOOD BHD，星巴克收入增长势头持续及印尼KRR业务（PT Boga）出售完成] - James的股票投资James Share Investing

Posted by Lim Tek Wai > 2018-08-13 11:56 | Report Abuse

好价钱

Posted by kentrade888 > 2018-08-16 09:02 | Report Abuse

成功食品冀拓展KRR印度业务
Tan Xue Ying/theedgemarkets.com
August 15, 2018 16:53 pm +08
http://www.theedgemarkets.com/article/成功食品冀拓展krr印度业务

（吉隆坡15日讯）成功食品（Berjaya Food Bhd）将与World Iconic Brands (WIB) Hospitality Private Ltd合作，在印度开设至少30间Kenny Rogers Roasters（KRR）分店和75个Jollibean售货亭。

WIB董事经理Gaurav Marya在了解备忘录签约仪式上表示，预计在印度的总投资为5000万美元（2亿492万令吉）。

两造今日签署了解备忘录，以便在未来5年内为印度品牌的商业扩张建立合作和投资框架。

根据了解备忘录的条款，WIB是负责Jollibean和KRR品牌商业发展的开发机构。

除了大马星巴克（Starbucks Malaysia）之外，KRR和新加坡的Jollibean都是成功食品旗下的品牌。

目前，KRR在印度Chandigarh市只有一家餐厅。该品牌遍布其他7个国家，即马来西亚、新加坡、印尼、泰国、菲律宾、孟加拉和迪拜。

Marya希望这次的合作关系能够取得成果，在2019年初成立新店。

（编译：魏素雯）

Posted by aaabbbccc > 2018-09-20 21:51 | Report Abuse

this a good stock

Posted by aaabbbccc > 2018-09-21 18:12 | Report Abuse

buy buy buy

Posted by newbie911 > 2018-10-02 21:51 | Report Abuse

Heavy share buy back by company and Vincent Tan!!!

Posted by Pang > 2018-10-04 09:42 | Report Abuse

Good stock, starbucks doing well, loss reduce.

Posted by secret1q > 2018-10-05 07:43 | Report Abuse

day day share buy back, why??

Posted by emmcee > 2018-10-06 14:59 | Report Abuse

http://www.plus.com.my/index.php?option=com_content&view=article&id=726%3Atransforming-highway-rest-areas-plus-collaborates-with-major-fab-business-partners&catid=1%3Apress-releases&Itemid=69&lang=en

Partner with PLUS will create more steady income to BJFOOD in future.
Possible this is one of the reason heavy share buy back by company last 4 days.

Posted by smalltimer > 2018-10-06 22:29 | Report Abuse

Should inject Wendys into the co

Posted by aaabbbccc > 2018-10-16 16:56 | Report Abuse

make it drop to 1.3 tht level

Posted by James Ng > 2018-10-19 15:03 | Report Abuse

https://klse.i3investor.com/blogs/general/178911.jsp
[转贴] [BERJAYA FOOD BHD：新的消费者信心水平预计将推动集团的业务增长] - James的股票投资James Share Investing

Posted by RainT > 2018-10-29 23:36 | Report Abuse

with the disposal of Kenny rogers will BJFOOD profit getting better

in Msia Starbucks still very popular among people

Posted by shpg22 > 2018-11-07 12:30 | Report Abuse

These bunch of anal-lyts always look in front and never look back. Ignoring previous share dilution, nearly 3x since IPO (rights issue, private placement etc) & deteriorating balance sheet with ever increasing in debts and poor liquidity.

Posted by tw01 > 2018-12-06 09:50 | Report Abuse

Good good !

Posted by LouiseS > 2018-12-09 23:32 | Report Abuse

Based on current annual report, Starbucks revenue and profit are increasing. It is making good initiative to source raw materials from local source. The Kenny Rogers business is making losses pbt 6.7 million. Jollibean also making losses, but less than the year before. the dividend is quite consistent, 1sen per quarter since last nine quarters, but share price still too high, PE 154. This counter has future potential only if Starbucks can maintain its competitiveness and edge, because both Kenny Rogers and Jollibean are making losses, and facing stiff competition from other F&B providers.

Posted by zhangliang > 2018-12-11 21:50 | Report Abuse

already cut off KRR in Indon. Now more profit. Big boss buying recent

Posted by zhangliang > 2018-12-15 15:06 | Report Abuse

dw can go more upside

Posted by TakeProfits > 2018-12-17 03:46 | Report Abuse

Lousy stock lar,fellas. Got better stocks than this. Kenny Rogers and jollibeans raj Hume punya business. Only Starbucks ok. Year high only 1.90...kikiki..lol

Posted by godhand > 2018-12-28 12:05 | Report Abuse

This counter many years already depressed margin

Posted by limkokthye > 2018-12-29 11:13 | Report Abuse

kenny rogers boh ho chiak, taste like sai nia

Posted by secret1q > 2019-01-06 02:18 | Report Abuse

Both Revenue and profit in historical high but share price near to historical low. Pending market readjustment.

Posted by Yi Heng > 2019-01-06 10:05 | Report Abuse

1.3 i will all in again

Posted by newbie911 > 2019-01-08 20:22 | Report Abuse

Sultan johor will help tis counter?

Posted by freddiehero > 2019-01-08 22:09 | Report Abuse

we all like mcd happy meal

Posted by oi88 > 2019-01-08 23:13 | Report Abuse

Weakening of the MYR against the USD (2019 house assumption average: RM4.12). Berjaya Food and Padini

are beneficiaries of a stronger MYR. Half of Berjaya Food’s raw material is purchased in USD while 70% of Padini’s raw material is sourced from China.

Source: https://klse.i3investor.com/blogs/AmInvestResearch/188948.jsp

Posted by Yi Heng > 2019-01-18 20:30 | Report Abuse

bjfood not only manage Starbuck malaysia?profit in china got contribute to bjfood?

Posted by RainT > 2019-01-22 23:34 | Report Abuse

no la

BJFOOD only get the franchise license in Msia only

other countries Starbucks not relate with BJFOOD

it relate with parent company of Starbucks in USA

Posted by signalmw > 2019-01-23 15:55 | Report Abuse

Fgv

Posted by Good123 > 2019-01-23 17:11 | Report Abuse

the only profitable listed company using berjaya brand name as part of its name (shariah compliant also)at this moment ... another one is the gaming company, bjtoto (non-shariah compliant)... :)

Posted by Good123 > 2019-01-23 18:00 | Report Abuse

KRR will also introduce cheaper foods menu plus local favourite foods e.g. nasi lemak :)

Posted by commonsense > 2019-01-29 10:17 | Report Abuse

1H19 profit of RM13.2 mil is an improvement of 19% compared to 1H18 result of only RM11.1mil. The growth in both revenue and bottom line are driven by the company’s expansion of the Strabucks brand (opened 6 new outlets) couple by the lower losses of Kenny Rogers business (the company closed 3 loss making outlets during the period). Future growth will be driven by new Starbucks stores opening.

However, at the current share price, the valuation of Berjaya Food looks pretty expensive. Assuming that the company managed to reach a profit of RM30mil in FY19 (meaning 3Q and 4Q need to achieve an average profit of RM8.5mil which had only been achieve once in 3Q15), at the current share price the company would have already been valued at around 17x forward PE. Some investors might be a bit too bullish on the potential growth rate going forward and will potentially be disappointed if the profit growth slows down in FY20.

If you are looking to diversify your portfolio outside of Berjaya Food (due to its relatively high valuation) I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.

Posted by RainT > 2019-02-01 12:20 | Report Abuse

so funny see some people link Starbucks China with BJFOOD

they must be still sleeping ,not yet wake up

Posted by BringMeFly > 2019-02-11 17:19 | Report Abuse

https://www.thestar.com.my/business/business-news/2019/02/08/cimb-research-retains-add-for-berjaya-food-higher-target-price/

Posted by RainT > 2019-03-05 23:13 | Report Abuse

don't trust investment banker analyst report la

dont your own judgement and decision

take it as pinch of salt

if u stay long in Bursa, you will very understand what I mean

Posted by ivan9511 > 2019-03-07 16:37 | Report Abuse

bjfood seem is the one the BOSS want limit upppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppppp

Luciky I have bjfood , bjauto , bjland and bjc
as I said THEBOSS is playing trick
they not easy to let you guys take any single 0.5sen from his pocket
when we said BJland is the most cash in BJc then they chgn target see look I am right on them anyway buy all sure got one they cannot runaway

BJfood now maybe is the right one ?

Posted by RainT > 2019-03-14 18:09 | Report Abuse

seem start get good profit already

recent quarter sales and profit look is on uptrend mode now