BERJAYA FOOD BERHAD
KLSE (MYR): BJFOOD (5196)
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Last Price
0.42
Today's Change
-0.02 (4.55%)
Day's Change
0.41 - 0.435
Trading Volume
2,945,400
Profile
BERJAYA FOOD BERHAD
Exchange: Bursa Malaysia Bursa Malaysia
Country Code: MY MY
Currency: MYR MYR
Sector: CONSUMER PRODUCTS & SERVICES CONSUMER PRODUCTS & SERVICES
Subsector: TRAVEL, LEISURE & HOSPITALITY TRAVEL, LEISURE & HOSPITALITY
Index Group: CONSUMER PRODUCTS & SERVICES CONSUMER PRODUCTS & SERVICES
Category: ORDINARY SHARE ORDINARY SHARE
Syariah Flag: Yes Yes
Short Sell Flag: Yes Yes
IDSS Flag: Yes Yes
Description
Berjaya Food Bhd is an investment holding company. Through its subsidiary companies, it focuses on development and operation of restaurant and cafe chains and retail outlets in Malaysia and other Southeast Asian countries. The company is engaged in the operation of the Starbucks coffee chain of cafes and retail outlets, development and operation of the Kenny Rogers Roasters chain of restaurants featuring rotisserie-roasted chicken as core product and sale of food and beverage in Malaysia. It operates in Malaysia, Indonesia, Singapore and Other Southeast Asian countries of which majority of the revenue is generated from Malaysia through the sale of food and beverages.
Address
Number 1 Jalan Imbi Berjaya Times Square, Kuala Lumpur, 55100, Malaysia
+60321491999
Discussions
7 people like this. Showing 50 of 2,489 comments
https://www.minichart.com.sg/2024/09/30/berjaya-food-technical-breakout-signals-35-4-upside-potential/
1. Target Prices
Berjaya Food has been assigned two upside target prices: RM0.495 and RM0.535. These targets represent a potential return of up to 35.4%, indicating strong growth prospects from the current price of RM0.385.
2. Timeframe
The expected timeframe for achieving these target prices is two weeks to two months, making this stock an attractive short-term investment opportunity. Thank you
1 month ago
I heard VT will goreng up BFOOD kaw kaw this week...pls sapu as much as you can now
1 month ago
last chance to sapu Bjfood@0.41, you won't be able to get this price in afternoon section..trust me
1 month ago
For a businessman like VT, he would probably look into a longer timescale for the share price to grow/recover. Unless he is actively trading which I doubt then it is good time for selling the shares to retailers now.
1 month ago
VT or BJ group sapu tons of BJfood shares last months, time to goreng up soon
1 month ago
VT is going to privatise this.And keep it privatised till the boycott blows over ,then relist.
1 month ago
人们都不消费了？实体店和中高端餐饮的艰难，case study: BERJAYA FOOD
https://klse.i3investor.com/web/blog/detail/general/2024-10-02-story-h470225493
1 month ago
Deep green in ocean of red,only so hai will think of pn 17
So hai can't read bursa announcement of VT buying every day.
1 month ago
VT should rotate CEO around his berjaya companies. Some non performing CEO should in charge of good company to see whether they non perform is because company or them. Some good CEO should in charge of bad companies to see whether they can turn around bad company.
1 month ago
Starbucks buys more innovation farms to create climate-proof coffee. Expansion to upstream business
https://www.esgdive.com/news/starbucks-coffee-innovation-farms-climate-change/729375/
1 month ago
Israel's war may last years . the company must have a deep pocket. the upcoming quarterly result is bad.
Hong Leong Investment Bank Research cut its target price to 20 sen .HLIB is very kind. I expect much less.
1 month ago
https://arynews.tv/starbucks-fall-market-oct-2024/
Bjfoot = potential PN17 company
3 weeks ago
If it continued to make loss in FY2025, then it's possible to fall into PN17 ..
3 weeks ago
Israel has gone too far ...
i'm afraid she loses the support from all over the world except America
3 weeks ago
Focusing more on BJAsset Bhd over BJFoods Bhd could be justified by several strategic and financial considerations:
1. Stable and Diversified Income Streams: BJAsset Bhd, a property investment and development company, generally benefits from long-term rental income, property appreciation, and development profits, which provide more stable and predictable revenue streams. This contrasts with BJFoods, which operates in the food and beverage industry, a sector highly susceptible to fluctuations in consumer spending, commodity prices, and economic cycles. BJAsset’s diversified portfolio in real estate offers better insulation against these volatile factors.
2. Growth Potential in Real Estate: The property market, particularly in prime locations, offers significant long-term growth opportunities. With urbanization trends, rising demand for commercial spaces, and the potential for property development, BJAsset Bhd is positioned to capitalize on the appreciating value of its assets. In contrast, BJFoods Bhd is more limited by market saturation, intense competition in the F&B sector, and shifting consumer preferences, which may cap its growth prospects.
3. Less Sensitivity to External Shocks: Real estate investments tend to be less sensitive to external shocks, such as inflation, geopolitical instability, or economic downturns, compared to the food industry. BJFoods is vulnerable to changing consumer behaviors, supply chain disruptions, and cost pressures (e.g., raw material price hikes), which can affect profitability. BJAsset, on the other hand, can better weather economic downturns, as property values may hold steady or recover faster.
4. Capital Appreciation and Asset Value: BJAsset Bhd’s real estate assets naturally appreciate over time, providing a stronger foundation for capital growth. Real estate offers tangible asset value, and property investments typically appreciate, even in inflationary environments. BJFoods’ focus on quick-service restaurants and consumer products offers less tangible capital growth, and the brand value is more prone to fluctuations based on trends and consumer loyalty.
5. Higher Returns on Assets and Capital: BJAsset may offer higher returns on investment through strategic property management, development projects, and rental yields, especially in a recovering property market. In contrast, BJFoods, which operates in the low-margin, high-volume food industry, might not offer the same return on assets (ROA) or return on equity (ROE), as its margins can be squeezed by rising costs, competition, and operational risks.
6. Market Confidence and Investor Sentiment: Investors often perceive real estate companies as more resilient and less prone to short-term volatility. If BJFoods is experiencing a downturn due to operational challenges, changing consumer preferences, or declining sales, focusing on BJAsset can help restore investor confidence. BJAsset’s tangible asset base and longer-term growth potential are more appealing for risk-averse investors.
In conclusion, shifting focus toward BJAsset Bhd is a more defensive and growth-oriented strategy, offering more stable income, lower operational risk, and significant capital appreciation potential compared to the challenges faced by BJFoods Bhd in the competitive and fluctuating F&B sector.
3 weeks ago
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
Rm0.01 sen la , everyday i see nobody at starbucks d. The coffee taste horrible
3 weeks ago
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.
2 weeks ago
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.
2 weeks ago
2024 annual report just came out.. their short term borrowings increased significantly.. losses continued also..
2 weeks ago
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.
2 weeks ago
How Palestine beat Malaysia ?
Donator
Israel beat Palestine and Palestine beat Malaysia
19 hours ago
2 weeks ago
Stock futures are little changed as Wall Street braces for Big Tech earnings
3 hours ago
•
Alex Harring
2 weeks ago
Oriental Kopi coming up soon. Move your money there. BJFOOD is yesterday's share.
1 week ago
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.
3 days ago
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