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Overview
Financial Highlight
HeadlinesBusiness Background Fraser & Neave Holdings Bhd manufactures and sells canned milk, both condensed and evaporated, and other dairy products and soft drinks. The company manufactures its products in Malaysia and Thailand. Its sales are split somewhat evenly among its three operating segments: dairies in Malaysia, dairies in Thailand, and soft drinks. The company exports its products worldwide, with those sales included in the dairies in Malaysia and Dairies in Thailand segments. Fraser & Neave's core soft drink brands include 100PLUS, F&N Seasons Teas, F&N NutriSoy soy drink, and F&N Fun Flavours carbonated soft drinks. Its milk brands include Carnation, Magnolia, Farmhouse, Bear Brand, and Ideal Milk.
  BN_better PH 100 days all cheating 1. Next GE vote back BN. At least more BRIM assured.. 17/08/2018 11:49 PM Jasper Coo wah, suddenly fly because of no road block today. Profit everyday thanksss 20/08/2018 10:51 AM Lim Tek Wai Very confident stock, good to invest it and then can buy more car HAHAH! 24/08/2018 12:00 PM  James Ng https://klse.i3investor.com/m/blog/general/179139.jsp [转贴] [FRASER & NEAVE HOLDINGS BHD：已尽快对冲本财政年度的核心商品需求及相应的外币风险，通过改造计划节省运营成本和通过流程改进提高效率] - James的股票投资James Share Investing 22/10/2018 1:51 PM Hugo Lawrence Real gold is real gold, no matter what factors also won't affect e market value of F&N. 08/11/2018 7:01 PM  enigmatic ¯\_(ツ)_/¯ stock will rise. best quarter in years, in fact best fiscal year in years. 09/11/2018 12:03 AM TYS_Capital dragged by klci only, just share price changed. in fact, company continue to make money. superb 09/11/2018 6:58 PM enigmatic ¯\_(ツ)_/¯ Dividend maintained the same as last year. Kinda disappointing actually, considering the huge leap in profits over 2017. 22/12/2018 1:15 PM James Ng https://klse.i3investor.com/blogs/general/190734.jsp [转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing 19/01/2019 10:11 AM LouiseS Steady increase of earnings in last five years, EPS increase around 30% from 2014 to 2018, ROE is good at 16.64%, however PE is high at 32.04, and dividend yield is low, at 1.71% https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_25.html 26/01/2019 12:37 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart) F&N Financial Information Market Capital (RM) : 12.456b Number of Share : 366.78m EPS (cent) : 109.37 * P/E Ratio : 31.05 ROE (%) : 16.52 Dividend (cent) : 57.500 ^ Dividend Yield (%) : 1.69 Dividend Policy (%) : 0 NTA (RM) : 6.620 Par Value (RM) : 1.000 31/01/2019 9:42 PM i3lurker sugar tax wun affect F&N rakyat will do more corruption to eat more sugars or refuse to pay road summons to get money to buy sugars BUY F&N everyday limit up. 31/01/2019 9:46 PM commonsense F&N will likely face earnings weakness in 3Q19 onwards from the implementation of the sugar tax. Currently 90% of the company’s beverage product in Malaysia are expected to be impacted by the new tax (to be implemented in April 2019). This will result in potentially lesser demand for the company’s products which would affect both its revenue and profit margin (due to higher unit cost) in the future. We will need to wait for the 3Q19 (or even better 4Q19 result) to see the full affect of the sugar tax on the company’s bottom line. That being said, even if we were to use the 12 months trailing profit, at the current share price the company is already been valued at a high of 32x PE. This is high considering F&N growth rate for the past 7 years was only at an average of 3.4% per annum. If you are looking to diversify your portfolio outside of F&N (due to its relatively high valuation), I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.4x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV. FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well). Given the very good result in 4Q18, MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at a very low PE of only 5.3x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x. Good luck. 04/03/2019 3:50 PM James Ng https://klse.i3investor.com/blogs/general/198712.jsp [转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing 20/03/2019 10:17 AM enigmatic ¯\_(ツ)_/¯ F&N stock is like ping-pong. One moment up, next moment down. 14/04/2019 6:55 PM James Ng https://klse.i3investor.com/blogs/general/207464.jsp [转贴] [FRASER & NEAVE HOLDINGS BHD：随着甜味和不加糖炼乳市场的改善，预计泰国的前景将更好，管理层将增加品牌建设投资，以在本财政年度下半年加强他们的产品组合] - James的股票投资James Share Investing 22/05/2019 2:54 PM James Ng https://klse.i3investor.com/blogs/general/214346.jsp [转贴] [Facebook live:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing 09/07/2019 9:16 PM sapurakencana Skim Milk Powder International price keep on increase fr USD1675 (FEB 18) to USD 2505 (July19) regardless uncertainty of global war trade. 05/08/2019 1:45 PM James Ng https://klse.i3investor.com/blogs/general/229791.jsp [转贴] [Facebook live video:浅谈Fraser & Neave holdings bhd (F&N)] - James的股票投资James Share Investing 13/10/2019 9:16 PM perangbrown Refined sugar manufacturer MSM Malaysia Holdings Bhd is disposing of 4,453.92 hectares of agricultural land in Chuping, Perlis, to Fraser & Neave Holdings Bhd for RM156 million. The proposed disposal, effected via an open tender process which began in January 2019, was part of MSM’s asset rationalisation exercise to unlock and realise the value of its non-core assets, it said in a filing with Bursa Malaysia today. 01/11/2019 5:38 PM perangbrown Fraser & Neave Holdings Bhd: * QTRLY REVENUE 975.1 MILLION RGT * QTRLY NET PROFIT 68 MILLION RGT * YEAR AGO QTRLY REVENUE 947.6 MILLION RGT; YEAR AGO QTRLY NET PROFIT 82.7 MILLION RGT * BOARD RECOMMENDS A HIGHER FINAL DIVIDEND OF 33.0 SEN PER SHARE FOR THE FINANCIAL YEAR 2019 06/11/2019 10:20 AM zakaria444 Food and beverages company, Fraser & Neave Holdings Bhd is allocating RM450 million for capital expenditure (capex) in 2020, said chief executive officer Lim Yew Hoe. The allocation was a substantial increase compared with just RM30 million in capex for 2019. 06/11/2019 4:25 PM newbie4444 MCA must win next week. EatCoconutCanWin all stock PE dam high 05/11/2019 6:16 PM 08/11/2019 4:51 AM  |
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