Posted by Hoho22 > 1 day ago | Report Abuse

Paid fantasy writer or Desperate loser?

Posted by Good123 > 1 day ago | Report Abuse

When evaluating investment opportunities between Oriental Kopi Holdings Berhad and Berjaya Food Berhad (BJFOOD), it’s essential to consider their current market positions, financial health, and growth prospects.

Oriental Kopi Holdings Berhad

Oriental Kopi is in the process of launching its Initial Public Offering (IPO) on the ACE Market of Bursa Malaysia. The IPO details are as follows:
• IPO Price: RM0.44 per share
• Total Shares Offered: 418,101,000
• Application Period: 6 January 2025 to 10 January 2025
• Tentative Listing Date: 23 January 2025 

The company aims to raise approximately RM184 million from this IPO. 

Berjaya Food Berhad (BJFOOD)

BJFOOD is a well-established entity in the Malaysian food and beverage sector, operating brands like Kenny Rogers Roasters and Starbucks. As of recent data, the stock is trading at RM0.35 per share, which is near its 52-week low of RM0.335. 

Analysts have set an average 1-year price target of RM0.35, with estimates ranging from RM0.25 to RM0.56.  Additionally, there are forecasts indicating an annual earnings growth rate of 61.97% for BJFOOD, suggesting potential undervaluation and growth prospects. 

Considerations
• Oriental Kopi: Investing in an IPO can offer significant growth potential, especially if the company successfully expands its operations post-listing. However, IPOs also come with inherent risks due to the lack of historical market performance data.
• BJFOOD: As an established company, BJFOOD provides more accessible financial data and market performance history. The current low share price, combined with positive earnings growth forecasts, might indicate a value investment opportunity. 😍

Posted by Good123 > 1 day ago | Report Abuse

Berjaya Food Berhad (BJFOOD) entering into a partnership with Paris Baguette, a renowned South Korean bakery chain, could bring significant upside potential for the following reasons:

1. Strategic Brand Expansion
• Paris Baguette’s Global Appeal: Paris Baguette has an established reputation globally, with a strong presence in Asia, the U.S., and Europe. Its premium image and high-quality offerings could attract affluent and younger demographics in Malaysia.
• Diversification for BJFOOD: By adding Paris Baguette to its portfolio, BJFOOD diversifies its offerings beyond Starbucks and Kenny Rogers Roasters, targeting the growing premium bakery and café market.

2. Market Trends in Malaysia
• Rising Bakery and Café Culture: Malaysia’s bakery market is growing due to urbanization, rising disposable incomes, and increasing consumer preferences for artisanal and premium baked goods.
• Upselling Opportunities: Paris Baguette’s range of premium pastries, cakes, and beverages complements BJFOOD’s existing brands, allowing for cross-selling and bundling opportunities.

3. Potential for Higher Margins
• Premium Pricing: Paris Baguette products are positioned in the premium price category, offering the potential for higher profit margins compared to Kenny Rogers Roasters or other mid-range offerings.
• Scalability: With BJFOOD’s operational expertise and local market knowledge, Paris Baguette could scale efficiently in Malaysia, reducing initial costs and driving profitability.

4. Synergy with Starbucks Operations
• BJFOOD’s success with Starbucks in Malaysia demonstrates its capability to manage and grow international brands. The operational expertise, supply chain efficiencies, and brand management strategies can be leveraged to replicate success with Paris Baguette.

5. Strong Consumer Demand for Korean Brands
• Hallyu (Korean Wave): The popularity of Korean culture in Malaysia (e.g., K-pop, K-dramas) fuels consumer interest in Korean brands. Paris Baguette could capitalize on this trend to establish itself as a go-to premium bakery.
• Proven Success in ASEAN: Paris Baguette has seen success in other Southeast Asian markets, such as Singapore, which indicates strong regional potential.

6. Long-Term Revenue Growth
• Store Rollout Potential: BJFOOD can leverage its established network to roll out Paris Baguette outlets strategically in high-traffic urban locations.
• Repeat Customer Base: The premium bakery model thrives on repeat customers due to fresh, daily offerings, ensuring steady revenue streams.



Conclusion

BJFOOD’s partnership with Paris Baguette aligns with emerging consumer trends and leverages its proven capabilities in managing international brands. While there are challenges, the upside lies in its potential to capture the growing premium bakery market in Malaysia and beyond. With Paris Baguette, BJFOOD is well-positioned to drive revenue growth, expand its customer base, and enhance its market valuation.

Posted by Good123 > 1 day ago | Report Abuse

IPO for Paris baguette like kopi oriental soon 😜

The value of Paris Baguette compared to Kopi Oriental depends on several factors, such as brand positioning, market reach, product offerings, and customer perception. Here’s why Paris Baguette might be perceived as more valuable:

1. Global Brand Presence
• Paris Baguette is an international bakery chain with a strong presence in many countries, particularly in South Korea, the United States, China, and Southeast Asia. This global reach contributes to its brand value.
• Kopi Oriental may have a more localized presence, focusing on a niche market within specific regions.

2. Diverse Product Offerings
• Paris Baguette offers a wide range of products, including premium pastries, cakes, sandwiches, and beverages, catering to various customer preferences and demographics.
• Kopi Oriental primarily focuses on traditional coffee and local breakfast options, which may appeal to a more specific audience.

3. Premium Branding
• Paris Baguette positions itself as a modern, upscale bakery brand, often associated with quality and innovation.
• Kopi Oriental may be positioned as a more casual, traditional brand, which might limit its appeal in premium markets.

4. Customer Base
• Paris Baguette likely targets a broader customer base, including international travelers and urban professionals.
• Kopi Oriental might primarily serve a local customer base, which could limit its scalability and revenue potential.

5. Market Scalability
• Paris Baguette has a business model that allows it to scale easily across different countries, adapting to local tastes while maintaining its core identity.
• Kopi Oriental’s local focus might make international expansion more challenging.

6. Revenue Streams
• Paris Baguette generates income from a combination of dine-in, take-out, delivery, and retail bakery sales, contributing to higher revenues.
• Kopi Oriental’s revenue might rely heavily on dine-in customers and may lack the diversification of income sources.

7. Perceived Value
• Consumers may perceive Paris Baguette as a “luxury” bakery due to its branding, ambiance, and product presentation, justifying higher pricing.
• Kopi Oriental might be seen as more affordable but less exclusive.

🕺

Posted by Good123 > 1 day ago | Report Abuse

In 3-5 years more Paris baguette outlets than Starbucks:)

Posted by Good123 > 1 day ago | Report Abuse

Berjaya Food (BJFood) may open more Paris Baguette outlets than Starbucks in the coming years due to the following strategic and market considerations:

1. New Growth Driver

BJFood has been heavily reliant on Starbucks Malaysia as its primary revenue driver for years. Expanding Paris Baguette offers diversification and positions the brand as an additional growth engine.


2. Market Saturation for Starbucks

Starbucks has already achieved significant market penetration in Malaysia, with over 400 outlets. Further expansion may face diminishing returns as the brand nears market saturation in key areas.


3. Untapped Potential for Paris Baguette

Paris Baguette, a bakery-café concept, appeals to a different consumer segment compared to Starbucks. It can target a more premium, pastry-focused market while complementing Starbucks’ beverage-driven model.


4. Higher ROI in F&B Concepts

Bakery-cafés like Paris Baguette often generate higher revenue per outlet due to a wider product mix (e.g., fresh pastries, bread, and meals), which may have better margins compared to Starbucks’ coffee-centric menu.


5. Favorable Market Trends

Growing consumer preference for artisan bakery products and all-day dining options creates a favorable environment for Paris Baguette’s expansion.


6. Regional Expansion Alignment

Paris Baguette’s success in markets like Singapore and South Korea sets a benchmark for its potential in Malaysia. BJFood can leverage its expertise in operating F&B outlets to accelerate the brand’s rollout.


7. Competition Differentiation

Paris Baguette provides a unique competitive edge compared to local and international bakery brands, positioning BJFood to compete in a new category without cannibalizing Starbucks’ market share.


8. Lower Brand Maturity

Paris Baguette is still in its early stages in Malaysia, and BJFood may want to prioritize scaling up its presence to establish a dominant market position early on.


BJFood's strategy likely reflects a balancing act between maximizing Starbucks’ existing profitability and building Paris Baguette as a second major revenue pillar to sustain long-term growth.

Posted by Good123 > 1 day ago | Report Abuse

Paris Baguette, a well-known South Korean bakery café chain, works with Berjaya Food Berhad (BJFood) in Malaysia due to strategic business collaboration. This partnership allows Paris Baguette to leverage BJFood’s local market expertise, distribution network, and experience in managing food and beverage franchises in Malaysia.

BJFood, which operates popular brands like Starbucks and Kenny Rogers Roasters in Malaysia, has the infrastructure and resources to expand the Paris Baguette brand in the country. For Paris Baguette, this collaboration aligns with its global expansion strategy, especially in Southeast Asia, where there is a growing demand for premium bakery and café experiences.

The partnership enables both companies to benefit from shared expertise and economies of scale, ultimately making the brand more competitive in Malaysia.

Posted by Good123 > 1 day ago | Report Abuse

Paris Baguette, the popular South Korean bakery chain, has had a significant partnership with Vincent Tan and Berjaya Food, a subsidiary of Berjaya Corporation, a Malaysian conglomerate. The collaboration between Paris Baguette and Berjaya Food was driven by several strategic and business factors.

1. Vincent Tan’s Business Track Record:
Vincent Tan, the founder and chairman of Berjaya Corporation, is a well-established and successful entrepreneur with vast experience in diverse sectors, including retail, hospitality, and food and beverage. His ability to build and manage successful businesses has earned him a reputation for trustworthiness and competence, making him an attractive partner for Paris Baguette.

2. Berjaya’s Proven Success in the Food & Beverage Sector:
Berjaya Food, under Vincent Tan’s leadership, has a strong track record in the food and beverage industry in Malaysia and beyond. The company operates various well-known brands, including Starbucks Malaysia and Kenny Rogers Roasters. Their experience in managing food chains made Berjaya Food a reliable partner for Paris Baguette in the Southeast Asian market.

3. Expansion Strategy into Southeast Asia:
Paris Baguette was looking to expand its presence outside of South Korea and into the Southeast Asian market, where Malaysia, with its robust consumer market and growing middle class, was seen as an ideal entry point. Berjaya Food, with its deep understanding of the region's market and established infrastructure, was seen as an ideal partner for this expansion.

4. Local Knowledge and Market Access:
Berjaya Food offered local knowledge, connections, and access to key business networks in Malaysia and the wider Southeast Asian region. This local expertise helped Paris Baguette navigate the complexities of the region’s food market, ensuring a smoother entry and expansion process.

5. Trust Built on Long-Term Relationship:
Vincent Tan and his companies have built long-term business relationships with other international brands, demonstrating his ability to manage partnerships effectively. This reputation helped instill confidence in Paris Baguette's South Korean owners.

6. Shared Vision for Growth:
Both parties shared a mutual vision for expanding Paris Baguette’s presence in the region. Berjaya Food was able to offer Paris Baguette not only financial investment but also operational and marketing support to drive the bakery's growth in Southeast Asia, including Malaysia, Singapore, and beyond.

The collaboration between Paris Baguette and Berjaya Food thus made sense from both a strategic and operational standpoint, with Vincent Tan’s leadership providing the trust needed for the partnership to flourish.

Posted by Good123 > 1 day ago | Report Abuse

Enjoy RM25 for our all-new Deli Sandwiches and any Grande-sized handcrafted beverage daily from 12pm to 3pm 🥪😋 Grab your lunch buddy to try it out today!

Sandwich selection:
🥩 Braised Beef Sandwich Deli Style
🍗 BBQ Chicken Sandwich Deli Style
🍄 Mushroom Melt Sandwich Deli Style

Promo ends on 31st Jan 2025.

Terms and Conditions:
• Price is inclusive 6% of service tax.
• Upsize of beverage is chargeable at RM1.50.
• Not valid with any other discounts or promotions.
• Any modifier/add on will be charged accordingly.
• Not applicable for delivery service & mobile ordering.
• Applicable at all Starbucks stores in Malaysia except Genting Highlands, Berjaya Hills and all airport stores

#StarbucksMalaysia

Posted by Good123 > 22 hours ago | Report Abuse

getting aggressive,,, share buy back dah mau berlaku

Posted by Good123 > 22 hours ago | Report Abuse

tunggu vincent tan bagi arahan buat share buyback secara besar-besaran... more fun coming

Posted by Good123 > 22 hours ago | Report Abuse

yg main contra dah exit, kini, uptrend kembali... haha

Posted by Good123 > 22 hours ago | Report Abuse

35sen kini cun2... balik 40-50sen++ soon

Posted by Good123 > 22 hours ago | Report Abuse

countdown for acceleration soon

Posted by Good123 > 22 hours ago | Report Abuse

bro vincent dah mau bagi angpow dah chinese new year approaching... pegang ketat2 ya

Posted by Good123 > 22 hours ago | Report Abuse

The value of brands like Paris Baguette and Kenny Rogers Roasters compared to Oriental Kopi in Malaysia can be influenced by several key factors:

1. Brand Recognition and International Appeal
Paris Baguette and Kenny Rogers Roasters are international brands with a strong global presence. Their established reputations make them more appealing to a broader customer base in Malaysia, especially among urban consumers who value globally recognized names.
Oriental Kopi is a relatively local concept and may not yet have the same level of brand prestige or recognition outside specific local communities.
2. Differentiated Market Positioning
Paris Baguette specializes in premium bakery and café experiences, catering to upmarket audiences who prioritize quality, presentation, and an elevated ambiance. It taps into trends like artisanal bread and Instagram-worthy food.
Kenny Rogers Roasters is a well-known fast-casual dining chain, offering comfort food with perceived health-conscious options, appealing to families and professionals.
Oriental Kopi, by contrast, focuses on traditional Malaysian coffee culture and local dishes, which, while popular, might lack the perceived premium or novelty factor for certain consumer segments.
3. Consumer Preferences
Urban Malaysian consumers, especially younger demographics, are increasingly drawn to international cuisines and trendy concepts that align with global dining habits.
Oriental Kopi’s offerings, while culturally rich, might appeal more to a specific segment of the market, limiting its scalability compared to international brands.
4. Financial Backing and Growth Strategies
Paris Baguette is backed by a robust parent company (SPC Group from South Korea), which provides resources for aggressive expansion and marketing.
Similarly, Kenny Rogers Roasters benefits from the global presence of its parent company, Berjaya Corporation.
Oriental Kopi, being a more localized chain, may face limited capital or resources for large-scale expansion and international-standard marketing campaigns.
5. Operational Scale and Franchise Model
Both Paris Baguette and Kenny Rogers Roasters have well-developed franchise systems, allowing them to scale faster in new markets like Malaysia.
Oriental Kopi may still be refining its scalability, and its local-centric model might not appeal to franchisees looking for global brand affiliations.
6. Market Perception and Pricing
Paris Baguette and Kenny Rogers Roasters position themselves as slightly more premium options, which allows them to charge higher prices and maintain profitability.
Oriental Kopi, despite its appeal, operates in a segment that is often price-sensitive, making it harder to achieve the same value perception.
Summary:
Paris Baguette and Kenny Rogers Roasters capitalize on their international branding, premium positioning, and operational scale, making them more valuable than Oriental Kopi, which remains a more niche, localized concept with limited scalability and appeal outside its cultural demographic. For Oriental Kopi to rival these brands, it would need to innovate, rebrand, or explore expansion strategies to attract broader audiences.

Posted by Good123 > 22 hours ago | Report Abuse

The combination of Starbucks, Paris Baguette, and Kenny Rogers Roasters would create a powerhouse brand offering unmatched diversity, global appeal, scalability, and financial strength, making it significantly more valuable than Oriental Kopi, which remains rooted in a niche market with limited expansion potential.

Posted by Good123 > 22 hours ago | Report Abuse

A revival of Starbucks, Kenny Rogers Roasters, and Paris Baguette in Malaysia can be attributed to several factors, reflecting shifts in consumer behavior, strategic business moves, and market dynamics. Here's why these brands may experience renewed growth and success:

1. Evolving Consumer Preferences
Malaysians are increasingly drawn to premium dining experiences, making these established brands attractive again.
Younger consumers, especially Gen Z and Millennials, value global brands for their aspirational appeal.
Rising demand for healthier and customizable menu options, such as Starbucks' plant-based drinks or Kenny Rogers' healthier rotisserie meals, aligns with current trends.
2. Post-Pandemic Recovery
The end of the pandemic has revitalized the food and beverage sector, with consumers returning to dine-in experiences.
A "revenge spending" mentality among consumers has led to increased footfall in premium and mid-tier F&B outlets.
3. Brand Refresh and New Offerings
Starbucks regularly innovates with seasonal beverages, loyalty programs, and digital integration (e.g., mobile orders and cashless payments), keeping it fresh and relevant.
Kenny Rogers Roasters has revamped its menu to include more localized dishes and flavors, appealing to Malaysian taste buds while retaining its core identity.
Paris Baguette has introduced Instagram-worthy desserts and modern bakery items that resonate with Malaysia's social media-savvy consumers.
4. Strategic Expansions
Starbucks continues to expand aggressively, opening outlets in urban and suburban areas, making it highly accessible.
Paris Baguette has entered the Malaysian market with flagship stores in prime locations, leveraging its upscale image.
Kenny Rogers Roasters, backed by Berjaya Corporation, has focused on rebranding and enhancing its dining experience.
5. Rising Disposable Income
Economic recovery has led to increased spending power, enabling consumers to afford premium dining options more frequently.
The middle class's growth further fuels demand for brands like Starbucks, Kenny Rogers, and Paris Baguette.
6. Local Partnerships and Adaptation
Starbucks has localized its offerings, incorporating flavors like teh tarik-inspired drinks and durian-themed desserts, making it more relatable.
Paris Baguette has partnered with local suppliers and adjusted recipes to suit Malaysian preferences.
Kenny Rogers Roasters has added more affordable meal sets and promoted its roasted chicken as a healthier alternative to fried fast food.
7. Strong Digital Presence
These brands have embraced online delivery platforms (e.g., GrabFood, Foodpanda), ensuring accessibility even to consumers who prefer eating at home.
Robust social media marketing keeps them in the spotlight, particularly among younger demographics.
8. Competition Driving Innovation
Intense competition in Malaysia's F&B sector pushes these brands to innovate continuously in terms of menu offerings, customer experience, and promotions.
Revival efforts are partly fueled by the need to differentiate from emerging local and regional competitors.
9. Loyalty Programs and Promotions
Starbucks Rewards Program has cultivated a loyal customer base with exclusive perks and personalized offers.
Paris Baguette and Kenny Rogers Roasters have introduced loyalty campaigns and promotional bundles to attract repeat customers.
10. Consumer Shift Towards Experience-Driven Dining
Malaysians increasingly value the ambiance and experience offered by these brands.
Starbucks' cozy spaces, Paris Baguette's chic interiors, and Kenny Rogers' family-friendly vibe cater to this demand.
Summary:
The revival of Starbucks, Kenny Rogers Roasters, and Paris Baguette in Malaysia stems from their ability to adapt to local tastes, innovate with products and services, and leverage shifts in consumer behavior and economic recovery. Strategic expansions, localized offerings, and enhanced digital engagement further cement their place in Malaysia's competitive F&B landscape.

Posted by Good123 > 22 hours ago | Report Abuse

Sports Toto (SPToto) may consider purchasing more Berjaya Food (BJFood) shares if it aligns with its strategic and financial objectives. Here’s why SPToto might have the cash and the rationale for such a move:

1. Strong Cash Reserves
SPToto’s core business of lottery operations generates consistent cash flow, even in challenging economic conditions, providing it with ample liquidity for investments.
The company has a history of maintaining healthy dividend payouts, suggesting financial stability and surplus cash beyond operational needs.
2. Diversification Strategy
Acquiring more BJFood shares can be a way to diversify its portfolio beyond gaming and lotteries, mitigating risks from regulatory or market changes in the lottery sector.
BJFood operates in the F&B industry, a sector with long-term growth potential, particularly with strong brands like Starbucks under its umbrella.
3. Synergies Within the Berjaya Group
SPToto and BJFood are part of the Berjaya Group, controlled by the same major shareholder, Vincent Tan. Increasing its stake in BJFood could:
Strengthen group synergies and collaboration.
Streamline decision-making within the Berjaya ecosystem.
This move could be part of a broader strategic alignment among Berjaya subsidiaries.
4. BJFood's Growth Potential
BJFood has shown consistent growth, driven by:
Starbucks Malaysia's strong market position and expansion.
Growing consumer spending on premium F&B experiences.
BJFood’s performance could make it a profitable investment, offering both capital appreciation and potential dividends.
5. Undervalued Shares
If BJFood shares are undervalued, SPToto might see this as an opportunity to buy more shares at a discount, anticipating future growth and appreciation.
6. Long-Term Investment View
SPToto’s interest in BJFood could be driven by a long-term investment perspective, leveraging BJFood’s market resilience and potential in Malaysia's evolving F&B landscape.
7. Utilization of Surplus Cash
Instead of holding excess cash (which might earn minimal interest), SPToto could find it more beneficial to invest in productive assets like BJFood, which aligns with its shareholder value maximization goals.
8. Stake Consolidation
Increasing its stake in BJFood could:
Give SPToto more influence over BJFood’s operations and strategies.
Secure greater dividend income from BJFood’s profitable Starbucks business.
9. Confidence in F&B Industry
The F&B sector, particularly premium coffee and dining, has proven resilient and continues to grow post-pandemic.
With BJFood’s strong positioning in Malaysia and ongoing expansion efforts, it presents a low-risk, high-reward investment opportunity.
Conclusion:
SPToto has the financial capacity and strategic incentives to increase its stake in BJFood. This move could enhance diversification, strengthen group synergies, and leverage BJFood’s growth in the resilient F&B industry, aligning with SPToto’s long-term investment objectives.

Posted by Good123 > 22 hours ago | Report Abuse

Foreigners and tourists often prefer Starbucks, Kenny Rogers Roasters, and Paris Baguette over local or lesser-known alternatives for several justified reasons:

1. Global Brand Recognition
These brands are well-known internationally, which creates a sense of familiarity and trust. Tourists often gravitate toward brands they recognize from home, as it minimizes uncertainty.
The established reputation ensures consistent quality standards, which is reassuring for travelers exploring a new country.
2. Consistency in Quality and Experience
Starbucks, Kenny Rogers Roasters, and Paris Baguette offer a standardized experience, from menu items to service and ambiance, regardless of the country.
This consistency provides a safe and predictable choice, especially for those unfamiliar with local cuisines.
3. Accessibility of Westernized Offerings
Many foreign tourists prefer Western food and beverages when traveling, either due to dietary preferences, lack of familiarity with local dishes, or cultural habits.
Starbucks’ coffee, Kenny Rogers’ Western-style meals, and Paris Baguette’s premium baked goods cater to global palates, making them attractive options.
4. Wide Range of Offerings
These brands typically offer a diverse menu, ensuring that there’s something for everyone, including vegetarians, health-conscious individuals, and families with children.
Customizable options like Starbucks’ drinks or Kenny Rogers’ meal sets cater to varied tastes and dietary requirements.
5. Ambiance and Comfort
These establishments provide a comfortable and modern dining atmosphere, often with free Wi-Fi and cozy seating, appealing to tourists who need a place to rest or work while exploring.
Tourists value the relaxing, air-conditioned environment after a long day of sightseeing.
6. Strategic Locations
These brands are typically located in prime tourist areas, such as shopping malls, airports, and major city centers, making them highly accessible.
The convenience of their locations ensures they are often the first choice for tourists seeking food or drinks.
7. International Payment and Language-Friendly
Many Starbucks, Kenny Rogers, and Paris Baguette outlets accept international credit cards, which is not always the case with smaller, local establishments.
Staff at these outlets are often trained to communicate in English, easing the experience for non-local speakers.
8. Social Media Appeal
Tourists enjoy visiting "Instagrammable" locations, and Paris Baguette's elegant pastries, Starbucks’ seasonal drinks, and Kenny Rogers’ family-sized meals are visually appealing for social media sharing.
These brands often create photo-worthy experiences that attract tourists looking to document their trips.
9. Perception of Hygiene and Safety
Tourists often associate international chains with higher hygiene and safety standards, which might not always be guaranteed in smaller, local outlets.
This perception makes them more comfortable dining at globally recognized brands.
10. Cultural Familiarity
While exploring new cuisines can be exciting, many tourists still seek the comfort of familiar flavors, especially during longer trips.
These brands offer a taste of home or something similar to their everyday dining habits.
11. Marketing and Loyalty Programs
Tourists who are already members of Starbucks Rewards can continue to earn and redeem points abroad, encouraging them to choose the brand over unfamiliar options.
These brands often run tourist-friendly promotions or offer souvenirs like mugs and merchandise that appeal to travelers.
12. Adaptation to Local Markets
Despite being international chains, these brands often incorporate local flavors into their menus (e.g., Starbucks’ green tea latte or Paris Baguette's durian-flavored pastries), offering a blend of familiarity and novelty.
This localized approach attracts tourists who want a safe introduction to local flavors without stepping too far out of their comfort zones.
Conclusion:
Foreigners and tourists prefer Starbucks, Kenny Rogers Roasters, and Paris Baguette for their global reputation, consistent quality, accessibility, comfort, and hygiene standards. Their ability to blend familiarity with localized offerings and create an appealing environment for rest or socializing makes them stand out as preferred choices in any market.

Posted by Good123 > 22 hours ago | Report Abuse

Hamas is explicitly afraid of Donald Trump. During Trump's presidency, the U.S. administration took several actions that were strongly supportive of Israel and opposed to groups like Hamas. These actions included:

Recognition of Jerusalem as Israel's Capital: Trump's decision to officially recognize Jerusalem as the capital of Israel and move the U.S. embassy there was seen as highly provocative by Hamas and other Palestinian factions.

Cutting Aid to Palestinians: The Trump administration significantly reduced financial aid to Palestinians, including ending funding to UNRWA (United Nations Relief and Works Agency), which supports Palestinian refugees.

Normalization Agreements: Under the Abraham Accords, brokered by Trump's administration, several Arab countries normalized relations with Israel, isolating Hamas further in the region.

Designation of Groups and Individuals: The Trump administration was vocal and active in labeling and sanctioning individuals and entities associated with terrorism, including those linked to Hamas.

These policies likely contributed to significant pressure on Hamas and its operations.

Posted by Good123 > 22 hours ago | Report Abuse

The market capitalization of Berjaya Food (BJFood) should be much higher than Oriental Kopi due to several reasons, including:

1. Scale of Operations
BJFood: Operates well-established brands such as Starbucks in Malaysia and Brunei, Kenny Rogers Roasters, and others. Starbucks alone is a dominant player in the premium coffee market, with hundreds of outlets and high customer loyalty.
Oriental Kopi: Primarily a local kopitiam-style chain with a smaller footprint and niche market appeal.
2. Revenue and Profitability
BJFood generates significantly higher revenue and profits due to its extensive network, premium pricing, and strong brand positioning. Starbucks' profitability is a key driver for BJFood.
Oriental Kopi likely has a smaller revenue base due to its fewer outlets and localized market, making its contribution to earnings smaller.
3. Brand Strength
BJFood's association with Starbucks gives it a global brand advantage, while Oriental Kopi remains a local brand without international recognition.
4. Market Presence
BJFood has a broader geographical presence, with outlets in Malaysia, Brunei, and potentially other regions. This larger market presence supports higher revenue and valuation.
Oriental Kopi is more concentrated in Malaysia and caters to a specific demographic.
5. Growth Potential
BJFood has demonstrated consistent growth, supported by Starbucks' expanding footprint and consumer demand for premium coffee.
While Oriental Kopi may have growth potential, its scalability might be limited compared to Starbucks due to the niche nature of kopitiam-style dining.
6. Investor Perception
BJFood is listed on the Bursa Malaysia and is part of the Berjaya Group, which provides it with a strong backing and institutional interest.
Oriental Kopi may not yet have the same level of visibility, investor trust, or financial track record to command a comparable valuation.
7. Economies of Scale
BJFood benefits from economies of scale in procurement, marketing, and operations, leading to better cost management and margins.
Oriental Kopi might not yet achieve such efficiencies due to its smaller size.
Conclusion:
BJFood's strong financial performance, established global partnerships, and extensive market presence justify a much higher market capitalization compared to Oriental Kopi, which operates at a smaller scale and in a niche market.

Posted by Good123 > 22 hours ago | Report Abuse

Paris Baguette and Kenny Rogers Roasters are strong brands for BJFood in addition to Starbucks because they add diversity to BJFood's portfolio and cater to different market segments. Here's why these brands are valuable assets:

1. Paris Baguette: Premium Bakery-Café Segment
Global Reputation: Paris Baguette is an internationally recognized brand originating from South Korea, known for its high-quality bakery items, desserts, and café experience.
Premium Offerings: It caters to middle- and upper-income consumers seeking gourmet baked goods, which complements Starbucks’ coffee-centric appeal.
Consumer Trends: The growing demand for artisanal bakery products and a café culture aligns perfectly with Paris Baguette’s offerings.
Expansion Potential: The brand has proven scalability in various markets, including Asia, Europe, and the US, and offers BJFood an avenue to capture a broader food and beverage segment.
2. Kenny Rogers Roasters: Casual Dining Segment
Established Brand: Kenny Rogers Roasters is a well-known casual dining restaurant chain specializing in rotisserie chicken and comfort food, offering a unique value proposition in BJFood’s portfolio.
Healthy Dining Trend: The focus on roasted chicken and sides caters to the increasing consumer demand for healthier dining options, setting it apart from typical fast food.
Family-Friendly Appeal: Its menu and atmosphere attract a wide demographic, including families, providing steady foot traffic.
Diversification: The brand’s presence in casual dining diversifies BJFood’s revenue streams beyond beverages and snacks, reducing over-reliance on Starbucks.
Strategic Value of These Brands
Market Diversification: With Starbucks dominating the premium coffee market, Paris Baguette and Kenny Rogers Roasters enable BJFood to tap into the bakery café and casual dining sectors.
Cross-Selling Opportunities: These brands can attract different customer groups and encourage repeat visits across outlets.
Geographic Expansion: Both brands have room for growth in Malaysia and the broader Southeast Asian market, leveraging BJFood's operational expertise and resources.
Synergies: BJFood can capitalize on shared resources such as logistics, supply chain, and marketing to optimize operations across all brands.
Conclusion
While Starbucks is the flagship of BJFood's portfolio, Paris Baguette and Kenny Rogers Roasters are essential for diversifying and strengthening its presence in the food and beverage market. They allow BJFood to capture a wider audience, maximize revenue streams, and establish dominance across multiple dining and café segments.

Posted by Good123 > 22 hours ago | Report Abuse

erjaya Food Berhad (BFood) is actively expanding its brand portfolio and market presence. Notable developments include:

Paris Baguette Expansion: BFood has secured master franchise agreements to introduce and operate Paris Baguette stores in Brunei and Thailand. The first outlet in Brunei is expected to open by the end of 2024, while the Thailand debut is planned for the second half of 2025.
THE STAR

Starbucks Expansion into the Nordic Region: Through its subsidiary, Berjaya Food International, BFood is set to bring the Starbucks experience to Iceland for the first time and expand across new stores in Denmark and Finland.
STARBUCKS STORIES

Introduction of Plant-Based Products: BFood is introducing innovative plant-based products under its Jollibean Foods brand, offering traditional Malaysian food and drink with freshly made non-GMO soy milk as the signature item.
VEGCONOMIST

These strategic initiatives reflect BFood's commitment to diversifying its offerings and strengthening its presence in both existing and new markets.

Posted by Good123 > 22 hours ago | Report Abuse

hah 35sen dah disapu bersih dah hehe

Posted by Good123 > 22 hours ago | Report Abuse

see u guys at 40-50sen++ uptrend baru mau take off hehe

Posted by Good123 > 22 hours ago | Report Abuse

35.5sen ... warrants CL banyak wang terbabit ISINMYL5196CLZ36Stock ExchangeBMListed OnStructured WarrantsSectorConsumer Products & ServicesSub-SectorTravel, Leisure & HospitalityCurrencyMYRShares Per Lot100Share Issued150.000m

Posted by Good123 > 22 hours ago | Report Abuse

bjfood L warrants expire Mar 2025... exercise price cuma 35sen ... if 40sen & ke atas... in the money for the warrant holders dont underestimate the impact

Posted by Good123 > 22 hours ago | Report Abuse

warrant players would buy more shares above 40sen.. profit from 150m warrants berbaloi

Posted by Good123 > 22 hours ago | Report Abuse

bjfood ck warrants expires next month exercise price 50sen... 150m warrants/// above 50sen b4 expiry pun cukup rich dah

Posted by Good123 > 22 hours ago | Report Abuse

warrant players dah mengatur strategi, nice

Posted by Good123 > 21 hours ago | Report Abuse

kalau feb above 50sen, in the money bagi 150m warrants expire in feb 2025, jika above 40sen, in the money bagi 150m warrants lagi expire in mar 2025.. big money for bjfood stock play for feb & mar 2025 ... who is the banker or player? 😉

Posted by Good123 > 21 hours ago | Report Abuse

VT pun dah pasti geram, market cap oriental kopi a small fly dah melebihi bjfood... so tunggu VT's next big move for bjfood share price tambahan lagi 150m warrants dah mau expire in feb and mar 2025 respectively

Posted by Good123 > 21 hours ago | Report Abuse

closed at 36sen now... diam diam ubi hehe BFood is expanding its portfolio by introducing new brands and entering new markets. Notably, the company has secured master franchise agreements to operate Paris Baguette stores in Brunei and Thailand

Posted by Good123 > 21 hours ago | Report Abuse

UP 1sen hari ni... not bad just the start ya

Posted by Good123 > 21 hours ago | Report Abuse

booster tambahan

Based on the above statistics, we believe small caps are undervalued and have more upside potential versus the overall market. This is further premise on the fact that Bursa Malaysia small caps also have strong seasonal tendencies to rally into the Chinese New Year period.

Posted by Good123 > 21 hours ago | Report Abuse

Kick off the New Year with our January Coffee Seminars, where you’ll explore the rich origins and flavors of coffee. ✨☕

Whether you’re a beginner or a seasoned enthusiast, there’s always something new to discover—set your coffee journey in motion for an exciting year ahead!

For more information, drop us an email at coffeeseminar@starbucks.com.my or visit our website for full schedule available.

#StarbucksMalaysia

Posted by Good123 > 21 hours ago | Report Abuse

Enjoy RM25 for our all-new Deli Sandwiches and any Grande-sized handcrafted beverage daily from 12pm to 3pm 🥪😋 Grab your lunch buddy to try it out today!

Sandwich selection:
🥩 Braised Beef Sandwich Deli Style
🍗 BBQ Chicken Sandwich Deli Style
🍄 Mushroom Melt Sandwich Deli Style

Promo ends on 31st Jan 2025.

Terms and Conditions:
• Price is inclusive 6% of service tax.
• Upsize of beverage is chargeable at RM1.50.
• Not valid with any other discounts or promotions.
• Any modifier/add on will be charged accordingly.
• Not applicable for delivery service & mobile ordering.
• Applicable at all Starbucks stores in Malaysia except Genting Highlands, Berjaya Hills and all airport stores

#StarbucksMalaysia

Posted by Good123 > 20 hours ago | Report Abuse

New year, new me(mbers), new Rewards (stay tuned) 👀✨

Enjoy a Welcome Reward of FREE Grande-sized handcrafted beverage when you successfully register as a new member.

*Applicable until 19th January 2025! 🎁

Terms and Conditions:
• Applicable only to NEW Starbucks Rewards account registrations.
• Reward will be credited to the member’s Starbucks Rewards account.
• Reward is valid for a single use only.
• Reward must be redeemed within 7 days of issuance.
• Reward is not valid with any other discount or promotion.
• Reward is not valid for delivery services or mobile ordering (MOP/MOT)
• Rewards are non-transferable, non-exchangeable, and non-refundable. Unauthorized alterations or use will invalidate the reward.
• Valid at all Starbucks stores in Malaysia.
• Starbucks Malaysia reserves the right to modify the terms or cancel the promotion without prior notice.

#StarbucksMalaysia

Posted by supersaiyan3 > 18 hours ago | Report Abuse

I sold all above rm1. Then my mistake was to buy at 90c. Then average down to 65 c then sold all after to be agong visited Starbucks.
Today reenter at 35c. I think trump will end war. Even if the war didn’t end, the boycott will not last.
Gogogo

Posted by Good123 > 18 hours ago | Report Abuse

Ya ya trump bukan sebarangan, hamas dah terkencing dah😂🤣

@
supersaiyan3
I sold all above rm1. Then my mistake was to buy at 90c. Then average down to 65 c then sold all after to be agong visited Starbucks.
Today reenter at 35c. I think trump will end war. Even if the war didn’t end, the boycott will not last.
Gogogo
16 minutes ago

Posted by Good123 > 16 hours ago | Report Abuse

Price Target
A price target is an analyst's projection of a share's future price.

Average Target Price, Price Call and Upside/Downside here are derived from Price Targets in the past 6 months.

Last Price

0.36

Avg Target Price

0.73

Upside/Downside

+0.37 (102.78%)

https://klse.i3investor.com/web/stock/analysis-price-target/5196

Posted by mf > 16 hours ago | Report Abuse

Hospital declares critical incident over 'high' flu cases
Story by Jose Ramos • 4h • 1 min read

A major hospital has declared a critical incident due to 'exceptionally high' flu cases as patients are faced with up to 50 hours in A&E.

Patients at Liverpool Royal Hospital have been told to visit their GPs or to call 111 amid high numbers of people going to is A&E department, unless in an emergency.

On Monday the hospital declared a 'full capacity' emergency after some patients were found to have waited as long as 91 hours in the department before being treated.

This is a breaking news story, it will be updated soon.

Posted by Good123 > 16 hours ago | Report Abuse

[STARBUCKS] Virtual Card-Cherry Blossom
324 Ratings
Brand:StarbucksMore Digital Vouchers from StarbucksFree Shipping
promotionRM18.00
RM20.00-10%
Only available for purchase on Lazada App, please scan the QR code on the right with mobile.

Posted by Good123 > 15 hours ago | Report Abuse

on the way towards 50sen++; just take the average, no brainers ...52 Weeks Range

0.335 - 0.70

Posted by Good123 > 15 hours ago | Report Abuse

Focus on F&B, avoid glove haha

MIDF Research has a "Neutral" call on the local glove sector, citing China's Union health ministry's comments that the outbreak is an annual occurrence during winter and that it is safe to travel to China.

"Premised on this, we view that the seasonal influenza cases would not lead to a surge in glove demand inside and outside of China," it said in its note.

Given that the recent rise in HMPV is not an outbreak, MIDF Research said it should not lead to a surge in demand for gloves both in China and globally.

Posted by Good123 > 6 hours ago | Report Abuse

Berjaya Food (BJFood) likely expanded to markets such as the Nordic countries, the Philippines, Thailand, and Brunei to capitalize on opportunities for growth and diversification. Here are some possible reasons for their expansion strategy:

1. Market Diversification
• Expanding to different regions reduces dependency on any single market, especially in Malaysia, which may have limited growth potential due to market saturation or economic constraints.

2. Demand for International Brands
• BJFood operates brands like Starbucks, Kenny Rogers Roasters, and Jollibean. These brands are globally recognized and have a strong appeal in markets where international franchises are viewed as prestigious or trendy.

3. Higher Spending Power
• Countries in the Nordic region, such as Denmark, Sweden, and Norway, have high disposable incomes. This makes them attractive markets for premium food and beverage offerings like Starbucks.

4. Emerging Markets Potential
• Southeast Asian countries such as the Philippines, Thailand, and Brunei offer a growing middle class with increasing spending power, which aligns well with BJFood’s brand offerings.

5. Tourism and Urbanization
• Cities in these regions, especially in Southeast Asia, are experiencing rapid urbanization and an influx of tourists. This creates demand for accessible, high-quality dining options, including international chains.

6. Franchise Growth Opportunities
• BJFood may have identified favorable franchising opportunities, including strategic partnerships with local operators, making it easier to enter and grow in these markets.

7. Geographic and Cultural Synergies
• Neighboring countries like the Philippines, Thailand, and Brunei share cultural and culinary similarities with Malaysia, making it easier to adapt operations and menus for local tastes.

8. Low Market Penetration
• In certain regions, such as Nordic countries and smaller ASEAN markets, competition in the food and beverage sector might be less intense compared to more mature markets, allowing BJFood to establish a foothold.

BJFood’s strategic move reflects its goal of becoming a significant regional and global player in the food and beverage industry.

Posted by Good123 > 6 hours ago | Report Abuse

Berjaya Food (BJFood)’s focus on Paris Baguette, a renowned South Korean bakery café brand, can be attributed to several strategic reasons:

1. Growing Popularity of Bakery Cafés
• Bakery cafés have seen a global rise in demand due to changing consumer lifestyles, with a preference for quick, high-quality, and Instagrammable food options. Paris Baguette fits well into this trend, offering premium pastries, breads, and beverages.

2. Expansion into Premium Market Segments
• Paris Baguette appeals to an upscale clientele, allowing BJFood to target higher-income demographics and diversify its portfolio beyond Starbucks and Kenny Rogers Roasters.

3. Proven Success of the Brand
• Paris Baguette has been successful in other international markets, such as the U.S., China, and Southeast Asia. Its strong brand recognition and established global operations reduce risks associated with market entry.

4. Opportunities in Malaysia and Nearby Markets
• The Malaysian market, along with regional neighbors like Singapore, Indonesia, and Thailand, shows growing demand for premium bakery and café concepts. BJFood likely sees Paris Baguette as a strong brand to capture this niche.

5. Catering to Urban, Young Consumers
• Paris Baguette’s modern, chic ambiance and fusion of Korean-French bakery styles are particularly appealing to urban millennials and Gen Z consumers, who value both quality and aesthetic appeal.

6. Synergies with Existing Operations
• BJFood’s expertise in managing international franchises like Starbucks gives it the operational experience to replicate and scale Paris Baguette’s business model in Malaysia and other regions.

7. Expanding Beyond Beverages
• Unlike Starbucks, which focuses on coffee and light snacks, Paris Baguette allows BJFood to tap into a broader food category, including bakery goods, desserts, and light meals, attracting new customer segments.

8. Leveraging South Korean Wave (Hallyu)
• The Korean cultural wave has significantly influenced food trends globally. Paris Baguette, being a Korean brand, benefits from this trend, making it a strategic choice for BJFood.



Focusing on Paris Baguette aligns with BJFood’s strategy to strengthen its portfolio with diverse, globally appealing brands while targeting emerging opportunities in the bakery and café sector.

Posted by Good123 > 6 hours ago | Report Abuse

above 50sen making its 150m warrants expires next month to be in the money

Posted by Good123 > 6 hours ago | Report Abuse

Berjaya Food (BJFood)’s share price has the potential to rebound, provided the company addresses key operational, strategic, and market factors effectively. Here’s why a rebound could be on the horizon and what might drive it:

1. Strong Brand Portfolio
• BJFood manages established global brands like Starbucks, Kenny Rogers Roasters, and Paris Baguette, which have proven demand and strong customer loyalty.
• These brands provide resilience during challenging economic conditions and are well-positioned to benefit from recovery in consumer spending.

Impact: Stable revenue streams and brand recognition can attract investor confidence.

2. Recovery in Consumer Spending
• As economies recover post-pandemic and inflationary pressures stabilize, discretionary spending on dining and premium food experiences is expected to increase.
• Growth in dine-in traffic and takeaway services will contribute positively to BJFood’s revenue.

Impact: Increased sales could improve earnings and lift market sentiment.

3. Expansion and Diversification
• BJFood’s continued expansion into new markets (e.g., Nordic countries, the Philippines, Thailand) and new brands (e.g., Paris Baguette) diversifies its revenue base and reduces dependence on a single market or brand.
• It also positions the company for long-term growth, especially in regions with rising disposable income and urbanization.

Impact: Diversification can mitigate risks and create growth opportunities, enhancing investor appeal.

4. Digital and Operational Innovations
• Investments in digital transformation, such as mobile apps, loyalty programs, and food delivery partnerships, ensure the company stays relevant to modern consumer preferences.
• Operational improvements, including supply chain efficiencies and cost control, can boost profitability.

Impact: Higher margins and customer engagement are key factors for share price recovery.

5. Strong Market Trends
• Growth in premium coffee consumption, bakery café culture, and the rise of health-conscious dining align well with BJFood’s offerings.
• BJFood can capitalize on these trends by introducing new products and leveraging its established network.

Impact: Riding strong consumer trends can boost sales and market perception.

6. Attractive Valuation
• If BJFood’s share price is undervalued relative to its fundamentals (e.g., revenue, profits, growth potential), it could attract bargain-hunting investors.
• Positive earnings results, dividend announcements, or analyst upgrades could trigger a rally.

Impact: Improved investor sentiment and higher trading volumes can drive the share price upward.

7. Commitment to Sustainability
• Growing emphasis on sustainability (e.g., eco-friendly packaging, ethical sourcing) appeals to environmentally conscious consumers and ESG-focused investors.

Impact: Alignment with ESG trends could attract institutional investment and boost the share price.