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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...
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Hey, mooers!
Last week saw a strange situation where Tesla underperformed but the stock skyrocketed and Meta did very well but the stock plummeted.
We were impressed by the insights offered by mooers in posts and comments. Here, we've selected some quality shares from our community. Enjoy your snacks!
*Every mooers listed below will receive 500 points for their contributions to the community.
Tesla soared:
@ZnWC: Mainstream media will only focu...
Last week saw a strange situation where Tesla underperformed but the stock skyrocketed and Meta did very well but the stock plummeted.
We were impressed by the insights offered by mooers in posts and comments. Here, we've selected some quality shares from our community. Enjoy your snacks!
*Every mooers listed below will receive 500 points for their contributions to the community.
Tesla soared:
@ZnWC: Mainstream media will only focu...
+3
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I’ve made a review on moomoo Malaysia - check it out below!
Moomoo Malaysia just launched, and they are:
✅ Licensed by SC Malaysia
✅ Cheapest in Malaysia
✅ Offers US & Bursa stocks
✅ Shariah compliance filter
✅ Easy funding
Btw, by simply signing up and deposit, you get to enjoy up to RM 1000 rewards!
💵 RM 100 cash rewards when you deposit RM 500
💵💵RM 100 cash rewards + FREE ONE APPLE STOCK when you deposit RM 8000🟠
Link to sign up >> https://j.moomoo.com/00JowE
Moomoo Malaysia just launched, and they are:
✅ Licensed by SC Malaysia
✅ Cheapest in Malaysia
✅ Offers US & Bursa stocks
✅ Shariah compliance filter
✅ Easy funding
Btw, by simply signing up and deposit, you get to enjoy up to RM 1000 rewards!
💵 RM 100 cash rewards when you deposit RM 500
💵💵RM 100 cash rewards + FREE ONE APPLE STOCK when you deposit RM 8000🟠
Link to sign up >> https://j.moomoo.com/00JowE
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$FRONTKN(0128.MY$
#油气科技双引擎
#手握现金坐等良机收购
There are no companies directly benefiting from AI in Malaysia, but there are a few that benefit indirectly. One of them is FRONTKN because its main customers are Taiwan's Huguo Kamiyama TSMC. One of TSMC's customers is AI, NVIDIA, so FRONTKN's service for TSMC also serves NVIDIA indirectly. This statement is a bit ridiculous, but the stock price is the best proof. FRONTKN rose 26% this year (although FY23's profit fell 9.2%), and TSMC, a major customer, rose 41.5%.
In addition to the recovery of the technology business in 2024, the oil and gas business also accounts for 20% of the business. Therefore, our main customer, PETRONAS, continues to increase CAPEX this year, and FRONTKN will have another busy year.
Technology + Energy Oil & Gas = Growing 2024
In 2021 and 2022, FRONTKN bought land and built a new plant in Kaohsiung, Taiwan to meet the needs of major customers. Although 2023 is a downward cycle, previous expansions can finally contribute to 2024.
As CAPEX in 2022 came to an end, CAPEX in 2023 only spent RM15.1 mil and paid RM40.845 mil in dividends, which did not cost much money. As a result, after surviving in 2023, Net Cash will break through R...
#油气科技双引擎
#手握现金坐等良机收购
There are no companies directly benefiting from AI in Malaysia, but there are a few that benefit indirectly. One of them is FRONTKN because its main customers are Taiwan's Huguo Kamiyama TSMC. One of TSMC's customers is AI, NVIDIA, so FRONTKN's service for TSMC also serves NVIDIA indirectly. This statement is a bit ridiculous, but the stock price is the best proof. FRONTKN rose 26% this year (although FY23's profit fell 9.2%), and TSMC, a major customer, rose 41.5%.
In addition to the recovery of the technology business in 2024, the oil and gas business also accounts for 20% of the business. Therefore, our main customer, PETRONAS, continues to increase CAPEX this year, and FRONTKN will have another busy year.
Technology + Energy Oil & Gas = Growing 2024
In 2021 and 2022, FRONTKN bought land and built a new plant in Kaohsiung, Taiwan to meet the needs of major customers. Although 2023 is a downward cycle, previous expansions can finally contribute to 2024.
As CAPEX in 2022 came to an end, CAPEX in 2023 only spent RM15.1 mil and paid RM40.845 mil in dividends, which did not cost much money. As a result, after surviving in 2023, Net Cash will break through R...
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