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$KAWAN(7216.MY$
#KAWAN全年营业历史新高
#现金也GaoGao
China's consumer stocks have mostly entered a bottleneck period in the past few years due to lack of demographic dividend stimulus. However, in 2023, the turnover of some food consumer companies improved greatly through acquisitions and exports.
Among them, F&N, OFI, HUPSENG, ABLEGLOB, APOLLO, and KAWAN have record sales figures. With the exception of KAWAN, the stock prices of several other companies have broken through 52-week highs. The gradual decline in the price of raw materials is also the main reason for these companies' margin and profit growth.
KAWAN is a frozen food company that everyone is familiar with. In 23Q3, there was a one-time loss close to RM4 mile, including foreign exchange losses and inventory cancellation. Assuming deductions, Q4's profit YOY can grow by more than 30%.
KAWAN's total PAT over the past 3 years is RM100.9 mil, and the average annual PAT is RM33.6 mil. Due to abundant production capacity, the company's CAPEX was not high, and the company's cash reached a new high year after dividends were paid. Therefore, the company will continue to shareBuyBack in 2024 with RM22.9 mil Share BuyBack, which is equal to 76% PAT in 2023.
In the outlook, the company said 2...
#KAWAN全年营业历史新高
#现金也GaoGao
China's consumer stocks have mostly entered a bottleneck period in the past few years due to lack of demographic dividend stimulus. However, in 2023, the turnover of some food consumer companies improved greatly through acquisitions and exports.
Among them, F&N, OFI, HUPSENG, ABLEGLOB, APOLLO, and KAWAN have record sales figures. With the exception of KAWAN, the stock prices of several other companies have broken through 52-week highs. The gradual decline in the price of raw materials is also the main reason for these companies' margin and profit growth.
KAWAN is a frozen food company that everyone is familiar with. In 23Q3, there was a one-time loss close to RM4 mile, including foreign exchange losses and inventory cancellation. Assuming deductions, Q4's profit YOY can grow by more than 30%.
KAWAN's total PAT over the past 3 years is RM100.9 mil, and the average annual PAT is RM33.6 mil. Due to abundant production capacity, the company's CAPEX was not high, and the company's cash reached a new high year after dividends were paid. Therefore, the company will continue to shareBuyBack in 2024 with RM22.9 mil Share BuyBack, which is equal to 76% PAT in 2023.
In the outlook, the company said 2...
Translated
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1996 buy U.S. stocks
1997 buy U.S. stocks
1998 buy U.S. stocks
1999 relax
2000 buy more U.S. stocks
2001 buy more U.S. stocks
2002 buy more U.S. stocks
2003 buy U.S. stocks
2004 buy U.S. stocks
2005 relax
2006 relax
2007 buy more U.S. stocks
2008 buy more U.S. stocks
2009 buy more U.S. stocks and U.S. real estate
2010 buy U.S. stocks and U.S. real estate
2011 buy U.S. stocks and U.S. real estate
2012 buy U.S. stocks and U.S. real estate
2013 buy U.S. stocks an...
1997 buy U.S. stocks
1998 buy U.S. stocks
1999 relax
2000 buy more U.S. stocks
2001 buy more U.S. stocks
2002 buy more U.S. stocks
2003 buy U.S. stocks
2004 buy U.S. stocks
2005 relax
2006 relax
2007 buy more U.S. stocks
2008 buy more U.S. stocks
2009 buy more U.S. stocks and U.S. real estate
2010 buy U.S. stocks and U.S. real estate
2011 buy U.S. stocks and U.S. real estate
2012 buy U.S. stocks and U.S. real estate
2013 buy U.S. stocks an...
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Canada's annual inflation rate ticked up as expected to 2.9% in March, but the central bank's closely watched measures of core inflation eased for a third straight month, data showed on Tuesday, reviving bets for a June interest rate cut.
After the data release, money market saw a roughly 55% chance of a June rate cut from a 44% chance earlier. Here’s what economists are saying about the latest numbers:
CIB...
After the data release, money market saw a roughly 55% chance of a June rate cut from a 44% chance earlier. Here’s what economists are saying about the latest numbers:
CIB...
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$The Toronto-Dominion Bank(TD.CA$
Canadian banks
What is the difference between TD and Royal Bank?
$Royal Bank of Canada(RY.CA$ is up 17% in the last 6 months where TD is down 3%.
For d2d banking most people prefer TD over RBC. TD has more exposure in the USA.
How did TD earnings fall so hard and $RBC CANADIAN BANK YIELD INDEX ETF CAD UNITS(RBNK.CA$ is consistent?
Canadian banks
What is the difference between TD and Royal Bank?
$Royal Bank of Canada(RY.CA$ is up 17% in the last 6 months where TD is down 3%.
For d2d banking most people prefer TD over RBC. TD has more exposure in the USA.
How did TD earnings fall so hard and $RBC CANADIAN BANK YIELD INDEX ETF CAD UNITS(RBNK.CA$ is consistent?
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1. The war situation in the Middle East has always been carried out in a “proxy war situation”. Pro-Iranian forces, such as Hezbollah in Lebanon, the Syrian government, Hamas, and Iraqi militias, have clashed with Israel's border
2. Iran has the largest armed army in the Middle East and is also seen as the supporter behind these “agents”
3. On April 1, 2024, Israel dropped several bombs on the Iranian consulate in the Syrian capital Damascus, killing some senior commanders and generals suspected of being in touch with “agents”
4. Iran says it will retaliate after the attack
5. According to reports, Iran's foreign minister notified the US a week ago that it would “proportionate and restraint” launch a “non-escalating” counterattack against Israel, and notified allies and Western countries
6. On Friday, the US said Israel would be attacked by Iran's drones within 24-48 hours. Iran issued an order asking the UN to condemn Israel to launch an attack otherwise
7. Iran attacked Israel as expected. Iran claimed that it had achieved the expected results and indicated that the punishment against Israel was over; at the same time, Israel also claimed that it had almost completely intercepted drones from Iran
8. Israel and neighboring countries, such as Jordan, Iraq, and Lebanon, announced the reopening of airspace
9. US says it condemns Iran but does not seek to get involved in war with Iran
Observation:
Judging from Iran's entire military operation, the early warning given in advance, plus the issuance...
2. Iran has the largest armed army in the Middle East and is also seen as the supporter behind these “agents”
3. On April 1, 2024, Israel dropped several bombs on the Iranian consulate in the Syrian capital Damascus, killing some senior commanders and generals suspected of being in touch with “agents”
4. Iran says it will retaliate after the attack
5. According to reports, Iran's foreign minister notified the US a week ago that it would “proportionate and restraint” launch a “non-escalating” counterattack against Israel, and notified allies and Western countries
6. On Friday, the US said Israel would be attacked by Iran's drones within 24-48 hours. Iran issued an order asking the UN to condemn Israel to launch an attack otherwise
7. Iran attacked Israel as expected. Iran claimed that it had achieved the expected results and indicated that the punishment against Israel was over; at the same time, Israel also claimed that it had almost completely intercepted drones from Iran
8. Israel and neighboring countries, such as Jordan, Iraq, and Lebanon, announced the reopening of airspace
9. US says it condemns Iran but does not seek to get involved in war with Iran
Observation:
Judging from Iran's entire military operation, the early warning given in advance, plus the issuance...
Translated
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