$KAWAN(7216.MY)$
#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...

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Following last week's flurry of macroeconomic news, this week's focus shifts back to company matters. The US is where most of the main corporate action is taking place, with banks such as $高盛(GS.US)$,$美国银行(BAC.US)$, and$摩根士丹利(MS.US)$, as well as $奈飞(NFLX.US)$, emerging as standout performers as the quarterly earnings season kicks off again.
The Bank of Canada will be focused on the March Canadian consumer price index report ...

VCP setup but the base is short, today’s closing is buyable UTE but i would rather wait for more conso.
$Resonac Holdings(4004.JP)$