Posted by ZigZag > 2021-04-01 09:22 | Report Abuse

this counter just breakout 5 years resistance and vincent tan also acquiring recently..

Posted by mokluhanj21 > 2021-04-01 16:00 | Report Abuse

BJ Food last time was a bit lousy as an investment because holding so many lousy brand like KR. (who eats KR anymore? Got so many thing also like Nandoz and all)

Now better. Good portfolio management at the Corporate level is good. Stabask Malansia now ok la. Good lifestyle product, good cost management after Kofit and now hopefully with Mr International at Group level, we alls go up up up.

888888
thank you Tan Sri...66% ady, why dont just cross 75% hihihi :P

Posted by ZigZag > 2021-04-01 16:06 | Report Abuse

Hope the breakout is genuine hehe.. 2.20 first then 2.80 if trend is strong..

Posted by cywk > 2021-04-01 22:24 | Report Abuse

this counter good to buy.. got steady divinded... as good as blue chip. not a roller coster counter.

Posted by Maxsuper > 2021-04-02 12:48 | Report Abuse

..... any big plan for this counter?

Posted by hongheng7 > 2021-04-02 16:55 | Report Abuse

Bjfood = Starbucks Growth

Posted by Maxsuper > 2021-04-02 18:00 | Report Abuse

... yesterday great closing made me buy at 1.96.....again great closing today...

Posted by Maxsuper > 2021-04-05 11:10 | Report Abuse

..... everyday up 5sen is enough....

Posted by Maxsuper > 2021-04-06 18:21 | Report Abuse

..... down 15sen closed up 10sen... simply fantastic... maybe something big otw....

Posted by Maxsuper > 2021-04-08 19:32 | Report Abuse

... everyday closed unchanged..... something fishy...

Posted by Maxsuper > 2021-04-12 17:35 | Report Abuse

........ very steady..... 2.50 takeover?

Posted by dollardollarbill > 2021-04-13 09:08 | Report Abuse

Bjfood is a good stock. Besides buying the SBUX US stock, where on earth can you buy an almost pure play Starbucks stock

Posted by Maxsuper > 2021-04-13 18:18 | Report Abuse

.... April 6th 7th 8th 9th four days unchanged 2.10.......now 2 days unchanged 2.15.....someone is slowly accumulating....

Posted by Maxsuper > 2021-04-14 14:22 | Report Abuse

... hold tight2 everyone.... something is brewing....

Posted by Maxsuper > 2021-04-14 21:01 | Report Abuse

......... is today's closed all time high?.... anyone knows?

Posted by Maxsuper > 2021-04-15 22:38 | Report Abuse

...... another superb closing....

Posted by RainT > 2021-05-06 19:41 | Report Abuse

sales of kenny rogers start to bear fruits

BJFOOD profit now looks stable & predictable

Posted by bulldog > 2021-05-13 18:41 | Report Abuse

Accumulation in progress

Huat chaiii

Posted by roger3210 > 2021-06-04 01:21 | Report Abuse

ANEKA（0226）业绩分享
以去年上市的公司来说，鲜少有公司至今依然处于低于 IPO 的价位 – 而今天分享的 ANEKA 以目前来说，对比其 IPO 价格的 RM 0.330 一股还低；那今天的分享将会讲述 ANEKA 的业绩、公司的前景以及公司的估值。不过由于公司并无按年可比较的数据，因此将主要对比 FY 2021 Q1 为准。

• ANEKA 在该季度（“FY 2021 Q2”）的营业额为 RM 29.3 Million，对比 FY 2021 Q1 的 RM 32.1 Million 下跌了 8.63%；而以目前来说，公司有约 RM 27.0 Million 或 92.00% 的营业额来自于马来西亚的业务，剩余的 8.00% 则是来自于印尼方面的业务。

• 管理层在季报内有提到，公司因为 MCO 2.0 而导致工程被拖缓；不过据我所知，公司在 MCO 后打桩机的使用率偏高，甚至于需要租借同行的机械来进行工程 – 反映出公司的业务已经持续出现了好转。

• 虽然公司并无提及他们的订单，但公司在近期内持续获得多个建筑项目的订单；如公司获得 Nakano Construction Sdn. Bhd.（“NCSB”）价值 RM 28.9 Million 的订单、同时也获得了 Gaya Kuasa Sdn. Bhd.（“GKSB”）价值 RM 16.4 Million 的订单以及最近其公司获得 IJM Construction Sdn. Bhd.（“ICSB”）价值 RM 77.8 Million 的订单，合计为 RM 123.1 Million，这除了反映出 ANEKA 的订单状况良好之外，也显示出建筑领域 – 尤其是私人领域依然在持续发展中。

• 另外，公司在 Note A9 内虽然提及公司分别有建筑业务（“Construction”）以及设备租凭（“Rental Equipment”）的业务；不过为了避免读者亲自阅读季报会混淆，直接参考建筑业务就行，基本上租凭的业务是公司属于自己的业务，在最后会被回扣出来。

• 以毛利而言，公司在该季度的毛利为 RM 4.8 Million，对比 FY 2021 Q1 的 RM 5.2 Million 下滑了 7.25%；管理层提及该季度的业绩下滑主要是因为营业额下滑，不过毛利率在该季度也从 16.14% 提升到该季度的 16.39%。

• 以净利而言，公司在该季度的净利为 RM 1.4 Million，对比 FY 2021 Q1 的 RM 0.5 Million 亏损则是改善了 399.14%；这主要是因为在 FY 2021 Q1 公司有一次性的 RM 2.2 Million IPO 费用导致亏损加剧 – 接下来公司并不会再被 IPO 费用影响。

• 提及 IPO 集资的资本来说，ANEKA 在近期也做出了非常有趣的举动；即公司原本将购置一台钻孔直径为 2.5 米、钻孔深度为 87.0 米的钻孔机械更换为暂钻孔直径 3.7 米、钻孔深度为 100.0 米的机械，另外也将原本打算偿还银行贷款的资金用在购置该钻孔上 – 以个人对于公司的了解，若非业务良好，公司鲜少会将偿还贷款的数额用在购置机械上，配合上述公司获得的合约，很难不想象公司接下来的业绩会持续改善。

• 以净经营现金流而言，公司在该季度的净经营现金收入为 RM 3.1 Million，而对比 FY 2021 Q1 的 RM 2.6 Million 净流出来说改善了许多；不过客观而言，建筑领域的现金流并不稳定，因此最好还是等待整个财政年完成再做出对于现金流的评估。

• 以公司的现金而言，目前 ANEKA 剔除在银行高达 RM 8.7 Million 的定存以及 RM 2.8 Million 的银行透支，实际流动现金为 RM 12.4 Million；虽然债务高达 RM 27.3 Million，但绝大部分都是贸易用的贷款，通常都为短期，因此短期内，公司应暂无现金流方面的问题。

• 目前 ANEKA 也依然并未公布派发任何股息。

以 ANEKA 这家公司来说，公司对比起其他的建筑领域的公司确实缺少曝光率。不过我们看到公司最坏情况已经过去，业务也随着公司获得众多合约有望持续改善。不过要回到公司巅峰的表现依然需要一段时间 – 而目前公司的估值为 52.12 倍的 P/E，若是以每个季度 RM 1.5 Million 的净利来计算的话，折合净利为一年 RM 6.0 Million；根据这样的计算方式而言 ANEKA 的未来 P/E 估值大约为 26.83 倍。

而有趣的是，公司的同行 ECONBHD（5253）目前依然是负 P/E 估值，而 PTARAS（9598）则是较为合理，目前在 12.25 倍。但已过去打桩领域来说，普遍比一般的建筑公司高出 2 倍左右的估值（ECONBHD 以及 PTARAS 的 5 年平均值分别为 32.10 倍以及 21.10 倍），因此 ANEKA 如果持续获得新的合约，继续成长下去的话，则是非常不错的。配合目前市场因为疫情而恐慌，ANEKA 的股价也并无太大的波动，或许大家可以开始关注这家比较被市场冷落的建筑公司。

Posted by ongth60 > 2021-06-21 18:35 | Report Abuse

They are going to lose allot of customer base since their new Starbucks migration app is a disaster. Users can't login or credit went missing while there is no visibility or communication what is happening or what's going on...

Posted by trum > 2021-06-23 23:25 | Report Abuse

KUALA LUMPUR: Berjaya Food Bhd posted net losses of RM30.16mil on revenue of RM111.56mil in the fourth quarter ended June 30,2020 as it was adversely affected by the outbreak of Covid-19 pandemic and movement curbs.

Hello Brother can you still buy kah every time you lose money???

Posted by DingHai888 > 2021-07-28 09:44 |

Post removed.Why?

Posted by Noni > 2021-08-19 10:33 | Report Abuse

"Also, the group recognised the income upon termination of the old Starbucks reward programme," it said, adding that it saw lower operating costs, resulting from effective cost management to mitigate the impact of Covid-19.

Take away your base customers reward and recognized it as income.
Short term gain, long term bye bye......

Posted by Bgt 9963 > 2021-08-19 17:03 |

Post removed.Why?

Posted by bulldog > 2021-08-20 08:28 | Report Abuse

Good morning

Huat chaiii

Posted by bulldog > 2021-08-20 08:28 | Report Abuse

Accumulation in progress

Huat chaiii

Posted by Bgt 9963 > 2021-08-20 08:49 |

Post removed.Why?

Posted by wallstreetrookie > 2021-08-23 14:52 | Report Abuse

I am too late. Consumer discretionary is the next sector to watch. In layman terms, food and beverage/ any non-essential goods and services

Posted by wallstreetrookie > 2021-08-25 11:56 | Report Abuse

insiders bought again. But why?

Posted by mokluhanj21 > 2021-09-21 15:07 | Report Abuse

steady ah. tak bergerak when the world is literally burning!

Posted by investortrader88 > 2021-09-22 12:50 | Report Abuse

Got some tickets at RM 2.00 this morning.good luck guys

Posted by mokluhanj21 > 2021-12-31 12:38 | Report Abuse

you have to use unconventional data points to see the growth in this company. go visit all the new stores, see what they are doing. are the mgmt delivering.
do they have pricing power. is it just selling commoditised coffee or experience?
What is Jalil Rasheed doing for BJFood, is it good or bad?

Posted by mokluhanj21 > 2022-01-14 17:06 | Report Abuse

Wont be surprised in next announcment , Quarter Revenue is RM200 mil! with profits around RM11mil to RM13 mil, depending on depre etc.
(look at new investments and FCF, last June 30 mil ringek new investments..)

Posted by mokluhanj21 > 2022-02-10 18:02 | Report Abuse

proof that share buybacks work :P

Posted by VenFx > 2022-02-10 20:20 | Report Abuse

Y Dam Super good ahh ?
Can Dreambucks sustain its stella results ?

Posted by VenFx > 2022-02-10 21:45 | Report Abuse

invest bfood

earn lifetime *Bucks treat.

Posted by investortrader88 > 2022-02-11 09:46 | Report Abuse

investortrader88 Got some tickets at RM 2.00 this morning.good luck guys
22/09/2021 12:50 PM

:):):)

Posted by gangnam > 2022-02-11 10:13 | Report Abuse

Lol...Uncle Tan wishes all Gong Xi Fa Cai!...Guess where's the next attraction?

Posted by wallstreetrookie > 2022-02-11 10:47 | Report Abuse

Maybank Research raised price target to RM3.30

Posted by newguy0801 > 2022-02-11 14:37 | Report Abuse

People want to buy, also got no one to sell. You guys are really suffering from success.

Posted by cywk > 2022-02-11 14:43 | Report Abuse

too optimistic on this share...all shareholder hold for long time SELL now ...lol

Posted by newguy0801 > 2022-02-11 14:47 | Report Abuse

Finally, there is a sell queue at 3.12 lmao. Just now there isn't even a sell queue around.

Posted by bulldog > 2022-02-11 15:24 | Report Abuse

Accumulation in progress




Huat chaiii

Posted by bulldog > 2022-02-11 15:24 | Report Abuse

Limit up in the making


Huat chaiii

Posted by mokluhanj21 > 2022-02-11 15:31 | Report Abuse

Some of these analysts are plain lazy or just dumb. E.g. AMBank report puts major shareholder as only BJ Corp at 48.8% when the total direct & indirect shareholder is TSVT at 61.1% as at 27.1.2022. Plain lazy

Also, telling folk lore Christmas sale. So lazy. go and check la how many new drive thru concept stores have been open even in Perlis (population 10 people) all Queue like mad in December 2022. Same story Alor Star.

WOrk in a bank but lazy. no initiative!

Then 1 day after results come out: OH wE ReViSe UpWRds our Tp bY 50%. your mother your foot la weh. if lazy of course la play catch up.

Hope CEO of these IB take a look at the Quality of their analystsz ew

Posted by cywk > 2022-02-11 16:32 | Report Abuse

think a lot at PENT House...

Posted by cywk > 2022-02-11 16:34 | Report Abuse

all shall panic sell again..then the stock price back to normal

Posted by RTA09391 > 2022-02-12 15:29 | Report Abuse

Base on market cap, price can get even higher over the time

Posted by James Ng > 2022-02-12 22:15 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-02-12-story-h1598454075.jsp
[转贴] [Video:浅谈BERJAYA FOOD BHD, BJFOOD, 5196] - James的股票投资James Share Investing

Posted by csan > 2022-02-12 22:42 | Report Abuse

oct-dec 2020 was the period after mco 1.0 was lifted. and oct-dec 2021 was after mco 3.0 was lifted. very similiar conditions, just that profit this quarter was 3.5x higher.