Posted by RainT > 2020-03-18 11:31 | Report Abuse

lockdown
so less sales, profit will drop

Posted by RainT > 2020-03-19 21:08 | Report Abuse

buy more

Posted by shah800710 > 2020-05-13 07:14 | Report Abuse

lot of promises...nothing deliver...drop drop drop

Posted by Victor Yong > 2020-05-15 16:01 | Report Abuse

Author: AmInvest | Publish date: Wed, 18 Mar 2020, 6:19 PM

Investment Highlights
We maintain our OVERWEIGHT call on the consumer sector as we expect consumer spending to recover postcontainment of the Covid-19 pandemic. Our forecasts are based on the assumption that the outbreak will be contained within 1H2020. We believe consumer companies will be largely affected by the movement control order (MCO) that was recently implemented by the government 18–31 March. We expect consumers to reduce discretionary spending during the outbreak. We believe the recovery in spending will come in 2H2020 although at a slow pace as we expect the aftereffects of Covid-19 will take some time to dissipate. We have updated the valuation PE multiples for companies under our coverage to reflect the latest average 1-year forward PE as shown in Exhibit 1.
We believe the consumer company under our coverage that will be hardest hit by the Covid-19 pandemic and movement restriction is Berjaya Food (BFood) as its outlets can no longer serve dine-in customers for two weeks. As BFood’s Starbucks food items are considered discretionary products, we believe demand will be soft throughout the outbreak before picking back up post-containment in tandem with expected recovery in the economy.
BFood’s 2HFY20’s (Jan–Jun 2020) financial performance is expected to be soft on the back of the Covid-19 outbreak and MCO. However, we believe 3QFY20 will be slightly buoyed by stronger sales during the New Year holiday as well as Chinese New Year festivities. 4QFY20 is typically weak on the back of lower sales during the fasting month. We believe the outbreak would improve Starbucks and KRR’s delivery service sales. However, the impact is expected to be minimal as only around 1% of Starbucks and 10% of KRR sales are through delivery.
We also believe that the group will be hit by a weaker MYR against the USD as 50% of Starbucks’ cost of sales is denominated in USD. However, this will be mitigated by weaker commodity prices as shown in Exhibits 2–6. We have lowered our spend per outlet as well as store opening assumptions. We cut BFood’s earnings forecasts by 4–23% as shown in Exhibit 1. We downgrade our recommendation on BFood to a HOLD with FV of RM1.23.
Only World Group will be negatively impacted for the duration of the Covid-19 pandemic as it is heavily reliant on the tourism industry. Also, Resorts World Genting will be shut down for two weeks due to the MCO. We have lowered our average spend assumptions for OWG’s Genting and Komtar operations. We cut OWG’s FY20F earnings forecasts to account for a wider loss of RM3.6mil (vs. RM0.8mil previously) in FY20F. We slash OWG’s FY21F’s net profit by 62%. We maintain our HOLD call on OWG with an FV of RM0.21.
Padini will be negatively impacted as discretionary spending slows down and retail stores close for two weeks. The timing of Covid-19 is negative for Padini as 2H is typically the stronger half for the group. We believe the company’s Hari Raya festivities sale will be impacted by the outbreak. Padini is already seeing some delays for its 3Q2020 inventory due to shipment delays as its supply is mainly from China. We cut Padini’s FY20F to FY21F net profit by 1–27% to reflect poor consumer sentiment amidst the Covid-19 pandemic as well as its aftereffects. However, we upgrade our recommendation to a BUY for Padini with an FV of RM2.93 as its share price has tumbled 35% YTD.
MyNews’ store sales is expected to be weak due to loss of patronage during the two-week movement restriction although it will be slightly offset by delivery orders. We expect a slowdown in sales for 2QFY21F and 3QFY21F before recovering in 4QFY21F onwards. We cut our earnings forecasts by around 7–13% to account for less store openings assumption as well as lower assumption of spend per outlet by 20% in FY20F (from RM1.1mil per outlet to RM890K). We maintain our BUY call on Mynews with an FV of RM1.16.
We expect Power Root to be hit by the pandemic outbreak as consumer spending drops. We assume local sales to grow at a slower rate of 2% in FY21F and exports sales to grow at 5% (previously we expected a 10% growth) on the back of growth stemming mainly from expansion of new markets in non-GCC countries. However, we believe its performance will be slightly buoyed by cheaper raw material prices. We cut our earnings forecasts by 5–16%. We maintain our BUY call on Power Root with an FV of RM2.15.
Guan Chong’s order for FY20F was already filled up to 75% of capacity. However, we believe the outbreak will affect chocolate sales negatively as demand from tourists drop. We also expect some disruptions in chocolate manufacturing due to the Covid-19 impact. We have lowered our combined ratio assumptions for FY20F and FY21F. We have cut our earnings forecasts by around 1–5%. We maintain our BUY call with an FV of RM3.22.
We believe Leong Hup International (LHIB) and Nestle’s performances will remain stable. For LHIB, demand for poultry from fa

Posted by Victor Yong > 2020-05-18 09:11 | Report Abuse

Date Close Volume
15/05/2020 1.11 507,900
14/05/2020 1.11 657,700
13/05/2020 1.11 474,300
12/05/2020 1.11 1,228,100
08/05/2020 1.14 295,600
06/05/2020 1.15 29,400
05/05/2020 1.15 562,100
04/05/2020 1.14 630,900
30/04/2020 1.14 952,500
29/04/2020 1.14 1,058,700
28/04/2020 1.13 855,100
27/04/2020 1.15 331,100
24/04/2020 1.15 355,000
23/04/2020 1.15 345,300
22/04/2020 1.15 408,500
21/04/2020 1.15 539,600
20/04/2020 1.15 275,600

Posted by Victor Yong > 2020-05-18 09:16 | Report Abuse

BJFOOD Shareholding Changes
Date of change Shares Director/
Substantial Shareholder
13 May 2020 Acquired
300,000 Juara Sejati Sdn Bhd
13 May 2020 Acquired
300,000 Berjaya Group Berhad
13 May 2020 Acquired
300,000 Berjaya Corporation Berhad
13 May 2020 Acquired
300,000 Teras Mewah Sdn Bhd
13 May 2020 Acquired
300,000 Berjaya Land Berhad
13 May 2020 Acquired
300,000 Tan Sri Dato' Seri Vincent Tan Chee Yioun
12 May 2020 Acquired
500,000 Juara Sejati Sdn Bhd
12 May 2020 Acquired
500,000 Berjaya Group Berhad
12 May 2020 Acquired
500,000 Berjaya Corporation Berhad
12 May 2020 Acquired
500,000 Teras Mewah Sdn Bhd

Posted by Victor Yong > 2020-05-18 09:27 | Report Abuse

History - direct biz deal
Date Price Change Dir-Volume Day Volume Dir-Value Day Value Avg Price % of Total Share Remarks
15/05/2020 00:00:00 1.1000 -0.0100 4.500m 4.500m 4.950m 4.950m 1.1000 1.1776 -
26/12/2019 00:00:00 1.3700 - 2.000m 2.000m 2.740m 2.740m 1.3700 0.5234 -
18/12/2019 00:00:00 1.4000 - 1.410m 1.410m 1.974m 1.974m 1.4000 0.3690 -
18/10/2019 00:00:00 1.4200 -0.0400 14.060m 14.060m 19.965m 19.965m 1.4200 3.6793 -
25/09/2019 00:00:00 1.4600 - 600,000 2.600m 876,000 3.796m 1.4600 0.1570 -
25/09/2019 00:00:00 1.4600 - 2.000m 2.600m 2.920m 3.796m 1.4600 0.5234 -
05/08/2019 00:00:00 1.5600 -0.0500 2.700m 2.700m 4.212m 4.212m 1.5600 0.7066 -
03/04/2019 00:00:00 1.6700 0.0100 600,000 600,000 1.002m 1.002m 1.6700 0.1571 -
18/12/2018 00:00:00 1.3100 -0.0200 800,000 800,000 1.048m 1.048m 1.3100 0.2095 -
09/08/2018 00:00:00 1.4800 - 1.400m 1.400m 2.072m 2.072m 1.4800 0.3666 -
20/04/2018 00:00:00 1.7000 -0.0200 1.400m 1.400m 2.380m 2.380m 1.7000 0.3666 -
18/04/2018 00:00:00 1.7100 0.0100 1.300m 1.300m 2.223m 2.223m 1.7100 0.3404 -
23/03/2018 00:00:00 1.7500 - 2.000m 2.000m 3.500m 3.500m 1.7500 0.5238 -
06/12/2017 00:00:00 1.6000 -0.1700 100,000 100,000 160,000 160,000 1.6000 0.0262 -
15/11/2017 00:00:00 1.6300 0.0100 1.757m 1.757m 2.864m 2.864m 1.6300 0.4607 -
27/01/2017 00:00:00 1.5800 -0.1200 7.000m 7.000m 11.060m 11.060m 1.5800 1.8500 -
24/01/2017 00:00:00 1.5800 0.0100 4.000m 4.791m 6.320m 7.570m 1.5800 1.0571 -
24/01/2017 00:00:00 1.5800 0.0100 791,000 4.791m 1.250m 7.570m 1.5800 0.2090 -
01/07/2016 00:00:00 1.8000 -0.0200 1.200m 1.200m 2.160m 2.160m 1.8000 0.3172 -
15/04/2016 00:00:00 1.9000 -0.0400 2.600m 14.400m 4.940m 27.360m 1.9000 0.6875 -
15/04/2016 00:00:00 1.9000 -0.0400 6.800m 14.400m 12.920m 27.360m 1.9000 1.7982 -
15/04/2016 00:00:00 1.9000 -0.0400 100,000 14.400m 190,000 27.360m 1.9000 0.0264 -
15/04/2016 00:00:00 1.9000 -0.0400 2.900m 14.400m 5.510m 27.360m 1.9000 0.7669 -
15/04/2016 00:00:00 1.9000 -0.0400 2.000m 14.400m 3.800m 27.360m 1.9000 0.5289 -
13/04/2016 00:00:00 1.9000 -0.1000 10.000m 15.000m 19.000m 28.500m 1.9000 2.6444 -
13/04/2016 00:00:00 1.9000 -0.1000 5.000m 15.000m 9.500m 28.500m 1.9000 1.3222 -
15/03/2016 00:00:00 2.0000 -0.0500 2.000m 2.000m 4.000m 4.000m 2.0000 0.5289 -
26/02/2016 00:00:00 2.0500 - 1.200m 1.200m 2.460m 2.460m 2.0500 0.3180 -
18/02/2016 00:00:00 2.0000 -0.0200 4.000m 4.000m 8.000m 8.000m 2.0000 1.0602 -
27/08/2015 00:00:00 2.0700 0.0900 500,000 500,000 1.035m 1.035m 2.0700 0.1333 -
26/02/2015 00:00:00 2.9000 -0.0300 20.000m 20.000m 58.000m 58.000m 2.9000 5.3839 -
12/02/2015 00:00:00 2.9000 -0.0300 1.879m 1.879m 5.449m 5.449m 2.9000 0.5058 -
29/01/2015 00:00:00 2.9000 -0.1000 1.389m 1.389m 4.028m 4.028m 2.9000 0.3739 -
19/01/2015 00:00:00 2.9000 -0.0200 1.160m 1.160m 3.364m 3.364m 2.9000 0.3123 -
13/01/2015 00:00:00 2.9000 -0.0500 3.974m 3.974m 11.525m 11.525m 2.9000 1.0703 -
12/01/2015 00:00:00 2.9000 -0.1100 100,000 9.050m 290,000 26.245m 2.9000 0.0269 -
12/01/2015 00:00:00 2.9000 -0.1100 3.650m 9.050m 10.585m 26.245m 2.9000 0.9830 -
12/01/2015 00:00:00 2.9000 -0.1100 5.300m 9.050m 15.370m 26.245m 2.9000 1.4274 -
18/12/2014 00:00:00 3.1150 0.2150 266,100 266,100 828,902 828,902 3.1150 0.0721 -
15/12/2014 00:00:00 3.0800 -0.0200 143,500 266,100 441,980 819,588 3.0800 0.0389 -
15/12/2014 00:00:00 3.0800 -0.0200 122,600 266,100 377,608 819,588 3.0800 0.0332 -
10/12/2014 00:00:00 2.9400 0.1500 86,000 17.538m 252,840 32.173m 1.8344 0.0233 -
10/12/2014 00:00:00 1.8290 -0.9610 17.452m 17.538m 31.920m 32.173m 1.8344 4.7330 -
19/09/2014 00:00:00 2.9200 0.0600 500,000 500,000 1.460m 1.460m 2.9200 0.1599 -
05/05/2014 00:00:00 1.5000 -0.0100 5.000m 5.000m 7.500m 7.500m 1.5000 1.8611 -
07/10/2013 00:00:00 1.7190 0.0190 17.452m 17.452m 30.000m 30.000m 1.7190 6.6091 -
27/09/2013 00:00:00 1.6600 - 2.000m 3.500m 3.320m 5.810m 1.6600 0.7576 -
27/09/2013 00:00:00 1.6600 - 1.500m 3.500m 2.490m 5.810m 1.6600 0.5682 -
26/09/2013 00:00:00 1.6600 0.0400 9.000m 10.000m 14.940m 16.600m 1.6600 3.4090 -
26/09/2013 00:00:00 1.6600 0.0400 1.000m 10.000m 1.660m 16.600m 1.6600 0.3788 -
03/09/2013 00:00:00 1.7400 0.0800 1.000m 1.000m 1.740m 1.740m 1.7400 0.3798 -
14/08/2013 00:00:00 1.7800 -0.0300 1.000m 1.000m 1.780m 1.780m 1.7800 0.3802 -
02/08/2013 00:00:00 1.7700 - 1.000m 1.000m 1.770m 1.770m 1.7700 0.3806 -
31/07/2013 00:00:00 1.7700 - 1.000m 1.000m 1.770m 1.770m 1.7700 0.3806 -
18/07/2013 00:00:00 1.7700 - 2.000m 2.000m 3.540m 3.540m 1.7700 0.7616 -
18/06/2013 00:00:00 1.7600 -0.0200 500,000 500,000 880,000 880,000 1.7600 0.1910 Cross Trade
25/04/2013 00:00:00 1.4000 -0.0300 1.000m 1.000m 1.400m 1.400m 1.4000 0.3831 -
24/04/2013 00:00:00 1.4000 - 4.400m 4.400m 6.160m 6.160m 1.4000 1.6859 -
29/10/2012 00:00:00 1.3500 0.0600 3.500m 3.500m 4.725m 4.725m 1.3500 1.3513 -
12/04/2011 16:19:53 1.1600 0.1650 50,000 126,000 58,000 146,160 1.1600 0.0354 Cross Trade

Posted by Victor Yong > 2020-05-18 09:29 | Report Abuse

another privatisation target after caring? :)

BERJAYA CORPORATION BERHAD 13-May-2020 Acquired 300,000 0.000 View Detail
BERJAYA GROUP BERHAD 13-May-2020 Acquired 300,000 0.000 View Detail
BERJAYA LAND BERHAD 13-May-2020 Acquired 300,000 0.000 View Detail
JUARA SEJATI SDN BHD 13-May-2020 Acquired 300,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 13-May-2020 Acquired 300,000 0.000 View Detail
TERAS MEWAH SDN BHD 13-May-2020 Acquired 300,000 0.000 View Detail
BERJAYA CORPORATION BERHAD 12-May-2020 Acquired 500,000 0.000 View Detail
BERJAYA GROUP BERHAD 12-May-2020 Acquired 500,000 0.000 View Detail
BERJAYA LAND BERHAD 12-May-2020 Acquired 500,000 0.000 View Detail
JUARA SEJATI SDN BHD 12-May-2020 Acquired 500,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 12-May-2020 Acquired 500,000 0.000 View Detail
TERAS MEWAH SDN BHD 12-May-2020 Acquired 500,000 0.000 View Detail
BERJAYA CORPORATION BERHAD 08-May-2020 Acquired 200,000 0.000 View Detail
BERJAYA GROUP BERHAD 08-May-2020 Acquired 200,000 0.000 View Detail
BERJAYA LAND BERHAD 08-May-2020 Acquired 200,000 0.000 View Detail
JUARA SEJATI SDN BHD 08-May-2020 Acquired 200,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 08-May-2020 Acquired 200,000 0.000 View Detail
TERAS MEWAH SDN BHD 08-May-2020 Acquired 200,000 0.000 View Detail
BERJAYA CORPORATION BERHAD 05-May-2020 Acquired 466,600 0.000 View Detail
BERJAYA GROUP BERHAD 05-May-2020 Acquired 466,600 0.000 View Detail
BERJAYA LAND BERHAD 05-May-2020 Acquired 466,600 0.000 View Detail
JUARA SEJATI SDN BHD 05-May-2020 Acquired 466,600 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 05-May-2020 Acquired 466,600 0.000 View Detail
TERAS MEWAH SDN BHD 05-May-2020 Acquired 466,600 0.000 View Detail
BERJAYA CORPORATION BERHAD 04-May-2020 Acquired 553,400 0.000 View Detail

Posted by Victor Yong > 2020-05-18 11:31 | Report Abuse

kenny roger malaysia should follow philippine kenny roger, self-service. but foods will be sent to the customers' table according to table number (tag). cut staff cost and more efficient, can offer cheaper food prices with self-service

Posted by VietnamCoffee126 > 2020-05-19 11:48 | Report Abuse

This year so bad year
Becarefull oh
Still so agresive open busniess
GG yourself later that time don't cry oh

Posted by RainT > 2020-05-23 18:08 | Report Abuse

seem share price stagnant

Posted by sell > 2020-05-24 06:16 | Report Abuse

MCO affect Starbucks? Why buy 1 free 1?

Posted by sell > 2020-05-24 06:26 | Report Abuse

QR bad so delay?

Posted by playrobot > 2020-05-28 22:25 | Report Abuse

@sell Of coz MCO affect Starbucks everybody locked up at home who is buying strabuck

Posted by playrobot > 2020-05-28 22:25 | Report Abuse

This is a SS counter

Posted by wajatimur_28 > 2020-05-30 00:06 | Report Abuse

Otw

Posted by nubiskubistrader > 2020-05-30 10:05 | Report Abuse

People cravings building up. Might imploded after MCO lifted.

Posted by RainT > 2020-06-02 09:19 | Report Abuse

Bad quarter result as expected

its new normal for all companies to report bad quarter result

Posted by RainT > 2020-06-02 09:19 | Report Abuse

but is extra ordinary if a company can report great result

Posted by RainT > 2020-06-03 12:26 | Report Abuse

Waiting it to fall below NTA of 1.02 per share

near already, now 1.09

just a additional safety margin if buy more at below NTA price

Posted by Khoo810 > 2020-06-09 07:46 | Report Abuse

Enjoying nestle starbucks at home.
Say bye bye to bjfood.

Posted by Victor Yong > 2020-06-09 14:42 | Report Abuse

is vt wanted to privatise bjfood?

buying non-stop


BERJAYA CORPORATION BERHAD 03-Jun-2020 Acquired 86,200 0.000 View Detail
BERJAYA GROUP BERHAD 03-Jun-2020 Acquired 86,200 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 03-Jun-2020 Acquired 86,200 0.000 View Detail
BERJAYA CORPORATION BERHAD 02-Jun-2020 Acquired 300,000 0.000 View Detail
BERJAYA GROUP BERHAD 02-Jun-2020 Acquired 300,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 02-Jun-2020 Acquired 300,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 28-May-2020 Acquired 50,000 0.000 View Detail
BERJAYA CORPORATION BERHAD 27-May-2020 Acquired 80,000 0.000 View Detail
BERJAYA GROUP BERHAD 27-May-2020 Acquired 80,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 27-May-2020 Acquired 80,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 27-May-2020 Acquired 50,000 0.000 View Detail
BERJAYA CORPORATION BERHAD 22-May-2020 Acquired 90,000 0.000 View Detail
BERJAYA GROUP BERHAD 22-May-2020 Acquired 90,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 22-May-2020 Acquired 90,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 22-May-2020 Acquired 50,000 0.000 View Detail
BERJAYA CORPORATION BERHAD 21-May-2020 Acquired 100,000 0.000 View Detail
BERJAYA GROUP BERHAD 21-May-2020 Acquired 100,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 21-May-2020 Acquired 100,000 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 21-May-2020 Acquired 50,000 0.000 View Detail
BERJAYA CORPORATION BERHAD 20-May-2020 Acquired 152,100 0.000 View Detail
BERJAYA GROUP BERHAD 20-May-2020 Acquired 152,100 0.000 View Detail
BERJAYA LAND BERHAD 20-May-2020 Acquired 152,100 0.000 View Detail
JUARA SEJATI SDN BHD 20-May-2020 Acquired 152,100 0.000 View Detail
TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN 20-May-2020 Acquired 152,100 0.000 View Detail
TERAS MEWAH SDN BHD 20-May-2020 Acquired 152,100 0.000

Posted by Victor Yong > 2020-06-09 14:43 | Report Abuse

agressive share buyback by company too

17-Feb-2020 17-Feb-2020 Buyback 299,200 1.220 1.240 View Detail
14-Feb-2020 17-Feb-2020 Buyback 1,799,200 1.190 1.250 View Detail
14-Feb-2020 14-Feb-2020 Buyback 1,500,000 1.190 1.250 View Detail
03-Feb-2020 03-Feb-2020 Buyback 120,000 1.250 1.290 View Detail
31-Jan-2020 03-Feb-2020 Buyback 400,000 1.240 1.300 View Detail
31-Jan-2020 31-Jan-2020 Buyback 280,000 1.240 1.300 View Detail
22-Nov-2019 22-Nov-2019 Buyback 125,000 1.320 1.360 View Detail
21-Nov-2019 21-Nov-2019 Buyback 125,000 1.300 1.340 View Detail
20-Nov-2019 20-Nov-2019 Buyback 150,000 1.340 1.360 View Detail
19-Nov-2019 19-Nov-2019 Buyback 150,000 1.360 1.390 View Detail
18-Nov-2019 22-Nov-2019 Buyback 700,000 1.300 1.400 View Detail
18-Nov-2019 18-Nov-2019 Buyback 150,000 1.380 1.400 View Detail
18-Nov-2019 18-Nov-2019 Cancel 476,520 0.000 0.000 View Detail
15-Nov-2019 15-Nov-2019 Buyback 400,000 1.360 1.410 View Detail
14-Nov-2019 14-Nov-2019 Buyback 250,000 1.380 1.410 View Detail
13-Nov-2019 13-Nov-2019 Buyback 200,000 1.390 1.410 View Detail
12-Nov-2019 12-Nov-2019 Buyback 850,000 1.350 1.390 View Detail
11-Nov-2019 11-Nov-2019 Buyback 500,000 1.370 1.390 View Detail
08-Nov-2019 15-Nov-2019 Buyback 2,500,000 1.350 1.410 View Detail
08-Nov-2019 08-Nov-2019 Buyback 300,000 1.370 1.400 View Detail
09-May-2019 09-May-2019 Buyback 680,000 1.700 1.730 View Detail
08-May-2019 08-May-2019 Buyback 1,000,000 1.720 1.750 View Detail
07-May-2019 07-May-2019 Buyback 270,000 1.750 1.760 View Detail
06-May-2019 06-May-2019 Buyback 350,000 1.740 1.760 View Detail
03-May-2019 03-May-2019 Buyback 500,000 1.770 1.790

Posted by Victor Yong > 2020-06-09 14:45 | Report Abuse

:)

Thursday, 4 Jun 2020

5:25PM BJFOOD BERJAYA CORPORATION BERHAD (386,200 units Acquired)

5:25PM BJFOOD VINCENT TAN CHEE YIOUN (386,200 units Acquired)

5:25PM BJFOOD BERJAYA GROUP BERHAD (386,200 units Acquired)


Monday, 1 Jun 2020


5:23PM BJFOOD BERJAYA CORPORATION BERHAD (80,000 units Acquired)

5:23PM BJFOOD VINCENT TAN CHEE YIOUN (180,000 units Acquired)

5:23PM BJFOOD BERJAYA GROUP BERHAD (80,000 units Acquired)

Posted by Victor Yong > 2020-06-09 14:46 | Report Abuse

VT is very cunning, potential one, buyback more, not potential, sell to holdings co like singer, correct? haha

Posted by Victor Yong > 2020-06-09 14:47 | Report Abuse

before MCO, 1.3+ and above............ OTW to 1.2+ to 1.3+ :)

Posted by Victor Yong > 2020-06-09 14:51 | Report Abuse

BERJAYA GROUP BERHAD
Company [BJFOOD]: BERJAYA FOOD BHD
Name BERJAYA GROUP BERHAD
Nationality Malaysia
Role Shareholder

ShareholdingShare TransactionsRelated Company
Shareholding
Direct (units) 154,686,220
Direct (%) 43.73%
Indirect (units) 40,680,000
Indirect (%) 11.50%
Total (units) 195,366,220
Total (%) 55.23%
Date of Notice 03-Jun-2020

Posted by Victor Yong > 2020-06-09 14:52 | Report Abuse

Shareholding - VT
Direct (units) 16,800,000
Direct (%) 4.75%
Indirect (units) 225,184,220
Indirect (%) 63.66%
Total (units) 241,984,220
Total (%) 68.41%
Date of Notice 03-Jun-2020

Posted by Victor Yong > 2020-06-09 14:53 | Report Abuse

VT - total shareholdings in bjf 68%+ still buying... other intention probably

Posted by Victor Yong > 2020-06-09 14:55 | Report Abuse

52 Weeks Range: 1.00 - 1.78 average 1.3+ possible? :p

Posted by Victor Yong > 2020-06-09 15:12 | Report Abuse

VY continues to buy from the open market, less and less shares available in the open market soon :)

Posted by Victor Yong > 2020-06-09 15:30 | Report Abuse

wait for vt to buy a lot suddenly.. i believe that he will do it.. be patient!

Posted by Victor Yong > 2020-06-09 15:32 | Report Abuse

:)


Recent Prices
Date Open Range Close Change Volume
05/06/2020 1.08 1.07 - 1.08 1.08 -0.01 (0.92%) 185,800
04/06/2020 1.09 1.06 - 1.09 1.09 -0.01 (0.91%) 931,400
03/06/2020 1.09 1.09 - 1.11 1.10 +0.01 (0.92%) 432,700
02/06/2020 1.08 1.05 - 1.09 1.09 0.00 (0.00%) 544,700
01/06/2020 1.10 1.08 - 1.10 1.09 -0.01 (0.91%) 154,200
29/05/2020 1.10 1.10 - 1.10 1.10 +0.01 (0.92%) 51,000
28/05/2020 1.10 1.09 - 1.11 1.09 -0.01 (0.91%) 296,000
27/05/2020 1.10 1.09 - 1.10 1.10 0.00 (0.00%) 176,500
22/05/2020 1.11 1.10 - 1.12 1.10 -0.02 (1.79%) 327,200
21/05/2020 1.12 1.11 - 1.12 1.12 0.00 (0.00%) 170,300
20/05/2020 1.13 1.11 - 1.13 1.12 0.00 (0.00%) 187,100
19/05/2020 1.12 1.11 - 1.12 1.12 0.00 (0.00%) 552,500
18/05/2020 1.11 1.11 - 1.12 1.12 +0.01 (0.90%) 341,300
15/05/2020 1.11 1.10 - 1.12 1.11 0.00 (0.00%) 507,900
14/05/2020 1.11 1.09 - 1.12 1.11 0.00 (0.00%) 657,700
13/05/2020 1.10 1.10 - 1.11 1.11 0.00 (0.00%) 474,300
12/05/2020 1.14 1.11 - 1.14 1.11 -0.03 (2.63%) 1,228,100
08/05/2020 1.14 295,600
06/05/2020 1.15 29,400
05/05/2020 1.15 562,100
04/05/2020 1.14 630,900
30/04/2020 1.14 952,500
29/04/2020 1.14 1,058,700
28/04/2020 1.13 855,100
27/04/2020 1.15 331,100
24/04/2020 1.15 355,000
23/04/2020 1.15 345,300
22/04/2020 1.15 408,500
21/04/2020 1.15 539,600
20/04/2020 1.15 275,600

Posted by Victor Yong > 2020-06-09 15:37 | Report Abuse

VT could use bjcorp shares to privatise bjfood like singer :)

Posted by Victor Yong > 2020-06-09 16:11 | Report Abuse

overall, still profitable plus another quarter Q4, 2020 till 30 june 2020 :) July-Dec 2020 - new hope


Monday, 1 Jun 2020


5:46PM BJFOOD Nine-month net profit 10.750 million

Posted by Victor Yong > 2020-06-09 16:16 | Report Abuse

for bjcorp, only bjfood and bjtoto are making money, the rest is making losses, correct?

Posted by Victor Yong > 2020-06-09 16:17 | Report Abuse

bjcorp continues to buy more n more bjfoods to lower its consolidated losses , i guess :)

Posted by Victor Yong > 2020-06-09 20:36 | Report Abuse

Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
BERJAYA FOOD BERHAD

Particulars of substantial Securities Holder
Name TAN SRI DATO' SERI VINCENT TAN CHEE YIOUN
Nationality/Country of incorporation Malaysia
Descriptions (Class) Ordinary Shares
Details of changes
No Date of change
No of securities
Type of Transaction Nature of Interest
1 04 Jun 2020
463,800
Acquired Deemed Interest
Name of registered holder Berjaya Group Berhad
Address of registered holder Level 12, Berjaya Times Square, No. 1, Jalan Imbi, 55100 Kuala Lumpur
Description of "Others" Type of Transaction
2 05 Jun 2020
70,000
Acquired Deemed Interest
Name of registered holder Berjaya Group Berhad
Address of registered holder Level 12, Berjaya Times Square, No. 1, Jalan Imbi, 55100 Kuala Lumpur
Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred Deemed interested by virtue of his interests in Berjaya Corporation Berhad, the holding company of
Berjaya Group Berhad.
-Acquired via open market
Nature of interest Deemed Interest
Direct (units) 16,800,000
Direct (%) 4.75
Indirect/deemed interest (units) 225,718,020
Indirect/deemed interest (%) 63.813
Total no of securities after change 242,518,020
Date of notice 05 Jun 2020
Date notice received by Listed Issuer 09 Jun 2020


Remarks :
Deemed Interests held through:-
No. of Shares
--------------------
1) Berjaya Group Berhad 155,220,020
2) Country Farms Sdn Bhd 1,070,000
3) Juara Sejati Sdn Bhd 14,060,000
4) Berjaya Philippines Inc 3,200,000
5) Berjaya Land Berhad 15,250,000
6) Bukit Kiara Resort Berhad 540,000
7) Nural Enterprise Sdn Bhd 5,050,000
8) Staffield Country Resort Berhad 810,000
9) Berjaya Bright Sdn Bhd 13,690,000
10) Berjaya Retail Sdn Bhd 8,005,000
11) MOL.com Sdn Bhd 523,000
12) Lim Kim Hai Sales & Services Sdn Bhd 1,300,000
13) B & B Enterprise Sdn Bhd 1,400,000
14) U Telemedia Sdn Bhd 2,000,000
15) Convenience Shopping (Sabah) Sdn Bhd 2,900,000
16) Redtone International Berhad 700,000
-------------------
225,718,020
============

Announcement Info
Company Name BERJAYA FOOD BERHAD
Stock Name BJFOOD
Date Announced 09 Jun 2020
Category Change in the Interest of Substantial Shareholder Pursuant to Section 138 of CA 2016
Reference Number CS2-08062020-00003

Posted by Victor Yong > 2020-06-09 20:37 | Report Abuse

Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
BERJAYA FOOD BERHAD

Particulars of substantial Securities Holder
Name BERJAYA CORPORATION BERHAD
Address Lot 13-01A, Level 13 (East Wing), Berjaya Times Square,
No.1, Jalan Imbi,
Kuala Lumpur
55100 Wilayah Persekutuan
Malaysia.
Company No. 200101019033 (554790-X)
Nationality/Country of incorporation Malaysia
Descriptions (Class) Ordinary Shares
Details of changes
No Date of change
No of securities
Type of Transaction Nature of Interest
1 04 Jun 2020
463,800
Acquired Deemed Interest
Name of registered holder Berjaya Group Berhad
Address of registered holder Level 12, Berjaya Times Square, No. 1, Jalan Imbi, 55100 Kuala Lumpur.
Description of "Others" Type of Transaction
2 05 Jun 2020
70,000
Acquired Deemed Interest
Name of registered holder Berjaya Group Berhad
Address of registered holder Level 12, Berjaya Times Square, No. 1, Jalan Imbi, 55100 Kuala Lumpur.
Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred Deemed interested by virtue of its 100% equity interest in Berjaya Group Berhad.
-Acquired via open market.
Nature of interest Deemed Interest
Direct (units) 0
Direct (%) 0
Indirect/deemed interest (units) 195,900,020
Indirect/deemed interest (%) 55.383
Total no of securities after change 195,900,020
Date of notice 05 Jun 2020
Date notice received by Listed Issuer 09 Jun 2020


Remarks :
Deemed Interests held through:-

No. of Shares
----------------------
1) Berjaya Group Berhad 155,220,020
2) Country Farms Sdn Bhd 1,070,000
3) Juara Sejati Sdn Bhd 14,060,000
4) Berjaya Philippines Inc 3,200,000
5) Berjaya Land Berhad 15,250,000
6) Bukit Kiara Resort Berhad 540,000
7) Nural Enterprise Sdn Bhd 5,050,000
8) Staffield Country Resort Berhad 810,000
9) Redtone International Berhad 700,000
----------------
195,900,020
==========

Announcement Info
Company Name BERJAYA FOOD BERHAD
Stock Name BJFOOD
Date Announced 09 Jun 2020
Category Change in the Interest of Substantial Shareholder Pursuant to Section 138 of CA 2016
Reference Number CS2-08062020-00002

Posted by Victor Yong > 2020-06-09 20:38 | Report Abuse

Buy back often, just offer bjcorp shares to privatise it, why so susah, buy bit by bit continuously? :)

Posted by awesomeliddat > 2020-06-09 22:38 | Report Abuse

Wow VT keeps buying back, what is happening?

Posted by Victor Yong > 2020-06-09 23:48 | Report Abuse

probably, bjcorp wanted to privatise bjfood at current low price level? :)

@awesomeliddat Wow VT keeps buying back, what is happening?
09/06/2020 10:38 PM

Posted by Victor Yong > 2020-06-10 07:14 | Report Abuse

Bjfood's share price should recover pretty soon. :) too far behind USA's starbucks recovery in share price. playing catch up now.


Monthly - Starbucks Corp (USA)

Date Price Open High Low Vol. Change %
Jun 20 82.37 77.68 83.61 76.78 10.21M 5.62%
May 20 77.99 76.73 80.06 70.66 10.11M 7.50%
Apr 20 72.55 65.74 79.61 60.90 10.64M 10.36%
Mar 20 65.74 78.43 82.55 50.04 20.11M -16.18%
Feb 20 78.43 85.07 90.50 75.72 167.23M -7.54%
Jan 20 84.83 88.12 94.13 84.52 170.45M -3.51%
Dec 19 87.92 85.38 89.30 83.82 132.61M 2.91%


Monthly - Starbucks (Berjaya Food Malaysia)

Date Price Open High Low Vol. Change %
Jun 20 1.110 1.080 1.120 1.050 749.30K 0.91%
May 20 1.100 1.140 1.160 1.090 6.49M -3.51%
Apr 20 1.140 1.160 1.210 1.100 11.16M -1.72%
Mar 20 1.160 1.220 1.330 1.000 17.19M -7.94%
Feb 20 1.260 1.230 1.290 1.180 8.82M -3.08%
Jan 20 1.300 1.380 1.380 1.230 7.13M -5.80%
Dec 19 1.380 1.430 1.430 1.340 5.80M -2.82%

Posted by Good123 > 2020-06-10 08:00 | Report Abuse

ok. bagus

Posted by Good123 > 2020-06-10 08:59 | Report Abuse

bjcorp Dan VT Beli berterusan Karna harga syer Starbucks USA Dah pulih . bjfood Masih Belum :)

Posted by Good123 > 2020-06-10 19:33 | Report Abuse

just buy and hold, at good price , then sell back to bjcorp or VT

Posted by Good123 > 2020-06-10 19:40 | Report Abuse

bjcorp or VT likes to buy bjfood share in the open market

Posted by Good123 > 2020-06-10 21:31 | Report Abuse

bjtoto n bjfood Ada bagi dividend.. lain2 BJ companies, Takda

Posted by yingzhe17 > 2020-06-14 22:13 | Report Abuse

Grab now while u can before shoot up to 1.50
based on the activity, possible privatization or share swap deal soon.

Posted by awesomeliddat > 2020-06-17 15:41 | Report Abuse

BJ and VT keep acquiring the shares back.... sign?