BERJAYA FOOD BERHAD

KLSE (MYR): BJFOOD (5196)

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Last Price

0.36

Today's Change

+0.01 (2.86%)

Day's Change

0.34 - 0.36

Trading Volume

7,925,000

Major Holders Breakdown
Current Holdings

Name

No. of Shares

Percentage

DATO TING HENG PENG

12,000

40.00%

DATO TING HENG PENG

12,000

40.00%

DATO TING HENG PENG

12,000

40.00%

Historical Transactions
From To Type No. of Shares Min Price Max Price
Discussions
7 people like this. Showing 50 of 2,518 comments

Good123

When evaluating whether Berjaya Assets Bhd (BJASSET) is better positioned for privatization compared to Berjaya Food Bhd (BJFOOD), there are several factors to consider:

1. Real Estate Holdings: BJASSET has significant real estate assets, including iconic properties like Berjaya Times Square and Berjaya Waterfront in Johor Bahru . The value and strategic importance of these properties could make BJASSET more attractive for privatization, as it has a higher asset-based value compared to BJFOOD, which focuses on the food and beverage industry .
2. Valuation Metrics: BJASSET has a low free-float (11.4%), and its valuation metrics suggest it may be undervalued, with a market capitalization of MYR 780 million . On the other hand, BJFOOD has shown recent declines in stock price and earnings , although it remains profitable and continues to issue dividends, which makes it appealing for long-term investors. However, BJASSET’s real estate potential could drive stronger long-term gains post-privatization compared to BJFOOD’s reliance on consumer spending.
3. Business Focus and Growth: BJFOOD has faced challenges with fluctuating revenue and earnings, depending heavily on the performance of its Starbucks and Kenny Rogers Roasters franchises . While BJFOOD offers consistent, though modest, growth, it doesn’t present the same upside potential as BJASSET’s large-scale real estate and development prospects .

Given these factors, BJASSET appears to have stronger assets and potential for value appreciation in a privatization scenario, especially if the group plans to leverage its valuable properties.

3 weeks ago

mikewazowski

Rm0.01 sen la , everyday i see nobody at starbucks d. The coffee taste horrible

3 weeks ago

LaoHaidi

That's not looking good ...
https://www.bernama.com/en/news.php?id=2355423

3 weeks ago

mikewazowski

Boycott plus the overall decline of starbucks is the final nail in the coffin for bjfood. Its a business in crisis, very hard to turn things around at this point. Unless they come up with new business ventures.

3 weeks ago

Income

😋

3 weeks ago

Good123

When comparing BJAssets and BJFood Bhd, there are several factors that might make BJAssets a more favorable investment at this moment:

Growth Potential: If BJAssets operates in a sector with higher growth prospects—such as technology or real estate development—it may present better long-term returns compared to BJFood, which might be more stable but with limited growth potential.

Financial Health: A thorough analysis of financial statements (like balance sheets, income statements, and cash flow statements) can reveal that BJAssets has stronger metrics—such as lower debt levels, higher profit margins, or better cash flow.

Market Trends: Current market trends might favor BJAssets. For instance, if there's increasing demand for assets managed by BJAssets, or if the sector it operates in is experiencing a boom, this could significantly enhance its value.

Management Team: The effectiveness and reputation of the management team in BJAssets could provide more confidence in its strategic direction and execution compared to BJFood's leadership.

Valuation Metrics: BJAssets may currently be undervalued relative to its earnings or growth potential, making it an attractive buy compared to BJFood, which might be overvalued or fairly priced.

Diversification: If BJAssets offers a more diversified portfolio, it can reduce risk and improve resilience against market fluctuations compared to a more singularly focused company like BJFood.

Innovation and Adaptation: BJAssets might be more innovative or adaptable in changing market conditions, positioning it better for future growth than BJFood, which may be more traditional or slower to adapt.

3 weeks ago

Donator

wait Paris Bakuteh to grow, nowaday people like to buy premium roti

3 weeks ago

terribleinvestor

2024 annual report just came out.. their short term borrowings increased significantly.. losses continued also..

3 weeks ago

Good123

pilih bjassets😁

The decision of the Agong (the King of Malaysia) to invest in BJAssets Bhd rather than BJCorp could be influenced by several factors, reflecting both strategic considerations and the specific characteristics of each company. Here are some potential reasons:

### 1. **Business Focus and Strategy**
- **Core Business Alignment**: BJAssets Bhd may operate in sectors or markets that align more closely with the Agong's interests or investment strategy, such as real estate or infrastructure, which may offer long-term growth potential.
- **Specific Growth Opportunities**: BJAssets might have specific projects or initiatives that are seen as having higher potential returns or strategic importance compared to BJCorp’s focus.

### 2. **Management and Leadership**
- **Confidence in Management**: The leadership and management team at BJAssets may have demonstrated a strong track record of performance and strategic vision, instilling confidence in the Agong regarding the company’s future prospects.
- **Governance Practices**: BJAssets may have more robust governance structures or practices that align with the Agong's values, making it a more attractive investment.

### 3. **Market Conditions**
- **Current Market Trends**: Market dynamics at the time of investment might favor the sectors in which BJAssets operates. For instance, if real estate or logistics are experiencing growth, the Agong might see BJAssets as a better investment opportunity.
- **Risk Assessment**: BJAssets might be perceived as a lower-risk investment compared to BJCorp, which could be engaging in more volatile sectors or businesses.

### 4. **Financial Health and Performance**
- **Strong Financials**: BJAssets might have demonstrated stronger financial performance metrics (e.g., revenue growth, profitability, cash flow) compared to BJCorp, making it a more attractive investment option.
- **Valuation Considerations**: The valuation of BJAssets could be perceived as more favorable, offering better potential returns on investment relative to its price.

### 5. **Social and Economic Impact**
- **Contribution to Development**: BJAssets might be involved in projects that align with the Agong's vision for national development, infrastructure improvement, or social responsibility, making it a more appealing investment from a philanthropic perspective.

### 6. **Long-term Vision**
- **Focus on Sustainable Growth**: The Agong might prioritize investments that contribute to sustainable and long-term growth, which BJAssets could represent more effectively than BJCorp, depending on their respective strategies.

### Conclusion
The Agong's choice to invest in BJAssets Bhd instead of BJCorp likely stems from a combination of factors, including alignment with business focus, confidence in management, favorable market conditions, strong financial health, and a commitment to long-term, sustainable growth. These elements can significantly influence investment decisions, especially for high-profile investors like the Agong.

3 weeks ago

Good123

close above 35sen most likely, hopefully above 40sen tomorrow :)

3 weeks ago

Donator

Israel beat Palestine and Palestine beat Malaysia

3 weeks ago

LaoHaidi

How Palestine beat Malaysia ?

Donator

Israel beat Palestine and Palestine beat Malaysia

19 hours ago

3 weeks ago

Donator

Palestine supporter beat Malaysia business, beat Malaysian worker

3 weeks ago

mf

Stock futures are little changed as Wall Street braces for Big Tech earnings
3 hours ago

Alex Harring

3 weeks ago

Good123

Opt for bjasset bhd, agong as a major shareholder

2 weeks ago

Good123

VT pushed up bjfood, bjasset belum lagi ;)

2 weeks ago

sweetylemon

Oriental Kopi coming up soon. Move your money there. BJFOOD is yesterday's share.

2 weeks ago

icedvestor

No doubt market is saturated with various coffee brands, there's always someone somewhere wanting Starbucks coffee. It has its loyal customers and not forgetting future generations of Starbucks lovers.

1 week ago

LaoHaidi

Go back up to 0.50 and above. GJ, VT 😁

1 week ago

BuildBackBossku

Fall through 50 cents again... ha, not steady

1 week ago

silentWolf

luckin coffee in pic?

1 week ago

EatCoconutCanWin

Run... boikot is permanently

6 days ago

BursaVulture

i believe the damage is done already, many local coffee chains took away their customers. finish.

5 days ago

Cheers

Sell RM3 I will buy Starbucks drinks

5 days ago

xiaoeh

never drink Starbucks
what could have more delicious than the coffee made by our own?

5 days ago

BuildBackBossku

VT is crying now. ha

5 days ago

fortunefire

The transformation is needed for Starbucks

5 days ago

Good123

5196 BJFOOD BERJAYA FOOD BERHAD
Quarterly rpt on consolidated results for the financial period ended 30/09/2024
Quarter: 1st Quarter
Financial Year End: 30/06/2025
Report Status: Unaudited
Submitted By:
Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
30/09/2024 30/09/2023 30/09/2024 30/09/2023
RM '000 RM '000 RM '000 RM '000
1 Revenue 124,194 278,534 124,194 278,534
2 Profit/Loss Before Tax (31,821) 28,320 (31,821) 28,320
3 Profit/(loss) attributable to ordinary equity holders of the parent (33,679) 19,027 (33,679) 19,027
4 Net Profit/Loss For The Period (31,839) 18,511 (31,839) 18,511
5 Basic Earnings/Loss Per Shares (sen) (1.90) 1.08 (1.90) 1.08
6 Dividend Per Share (sen) 0.00 0.44 0.00 0.44
As At End of Current Quarter As At Preceding Financial Year End
7 Net Assets Per Share (RM) 0.2021 0.2245

5 days ago

Good123

News and Blogs
2024-11-15

Analysts see bigger losses for Starbucks Malaysia operator in FY25 as boycott drags


2024-11-15

Berjaya Food Logs Fourth Quarter in the Red Due to Anti-Israel Boycott

5 days ago

Good123

benefit other local coffee chains like Gigi, etc

5 days ago

Good123

israel is going to attack and complete the wars fast as requested by trump haha

5 days ago

Good123

more intense attack on terrorist cells in lubnan & gaza, etc b4 trump jadi PM terbaru USA

5 days ago

Good123

tonton wars in middle east sambil minum starbucks cool tak hehe

5 days ago

Good123

kemenangan israel dah terjamin disokong usa dan dunia barat termasuk UAE, Saudi, dll

5 days ago

Good123

below 30sen pun tak hairan kini nbv tinggal ~20sen je hehe

5 days ago

Sam88888

Latest News - Israel planning to stop the war because some peoples in Malaysia boycott Starbucks

5 days ago

DickyMe

🤣

5 days ago

Good123

25-32sen coming

CIMB Securities has maintained its 'Reduced' call on BFood with a lower target price of 32 sen, from 38 sen.


Meanwhile, HLIB Research maintained its 'Sell' call with a slightly higher target price of 25 sen, from 20 sen.

"Despite strong brand equity and active promotions, we opine the boycott headwinds will stay, at least for the near term, which will greatly drag earnings," it added.



https://www.nst.com.my/business/corporate/2024/11/1134731/analysts-see-bigger-losses-starbucks-malaysia-operator-fy25

5 days ago

LaoHaidi

Wonder Vincent will privatise BJFOOD this time, for real ..

5 days ago

troy88

So many local and asian coffee outlets have been opening this year to put the nail in Starbucks coffin. BJFood should go local.

5 days ago

EatCoconutCanWin

Bjfood should declare pn17

5 days ago

csin1414

many poeple swift to zus , chagee
this stock cannot hold anymore, no future

5 days ago

thundery

This stock should privatize

2 days ago

fortunefire

tp 0.2x

2 days ago

Good123

mbb tp 25sen/// anda?

2 days ago

xiaoeh

falling...

2 days ago

goldmanbull

will buy at 20 cents

2 days ago

BuildBackBossku

20 cents (also its NTA value) is a great price to buy 😆

1 day ago

mikewazowski

No point to privatise a dying business with huge owings and rental commitment.

11 hours ago

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