【BJFOOD 5196 交流专区】成功食品

wachin

AmResearch keeps buy call on Berjaya Food, fair value RM2.30
By Cynthia Blemin of theedgemalaysia.com
http://www.theedgemalaysia.com/business-news/259518-amresearch-keeps-buy-call-on-berjaya-food-fair-value-rm230.html

KUALA LUMPUR (Oct 22): AmResearch has maintained its buy call on Berjaya Food Bhd (BFood) with an unchanged fair value of RM2.30, due to the company’s strong future earnings growth.

Following a recent company visit, the research house in a note today said it has come away with a more upbeat view on BFood as an excellent play on consumption growth (robust 3-year earnings CAGR: 32%) given its
regional presence and strong franchise value.

“From a valuation standpoint, BFood is trading at 19x of FY14F’s fully-diluted PE.

“BFood deserves a premium valuation as it is in its infrastructure building phase with strong future earnings growth,” it said.

More importantly, it opined that the company is viewed as a direct leverage and a cheaper proxy to Starbucks Corp (SBUX US Equity), which is trading at a high PE of 38 times.

AmResearch said Bfood’s expansion of its store count remains well on track with 36 confirmed sites so far.

It noted that Kenny Roger Roaster (KRR) Malaysia has (9) outlets, KRR Indonesia (8), Starbucks Malaysia (10), Starbucks Brunei (3), Jollibean Singapore (4) and Jollibean Malaysia (2).

The increase in product prices for KRR Malaysia (from FY14 onwards) has also resulted in a same-store-sales growth (SSSG) of 4% in September, a turnaround from FY13’s -2%, it pointed out.

To strengthen sales further (by drawing crowd to dine more frequently at KRR), the research house noted that a loyalty programme will be implemented in FY15F.

It said KRR Indonesia also achieved a SSSG of 4% in September. The accelerated expansion in Indonesia will further boost its growth momentum once operations break-even in FY15F, it added.

Meanwhile, the research house noted that Jollibean is finally setting its footprint into Malaysia. Its maiden store is earmarked to open in Berjaya Times Square in November, followed by another in Sunway Pyramid in December, it added.

The research house said franchising is expected to only begin after the group has opened six company-owned stores.

Should the operations in Malaysia prove successful, the group will venture into China with the Jollibean brand, it added.

Another positive revelation is that Starbucks Coffee has continued to sustain its double-digit SSSG for four consecutive years, it said.

Despite the rising trend of small speciality coffee players in the country, Starbucks should be able to sustain its impressive SSSG,underpinned by a widespread sales channel (150 outlets nationwide) which is exponentially expanding, it added.

It noted that its recently formed JV (with an 80% stake) to bring Starbucks into Brunei will enhance its medium-to-long term earnings.

icy97

成功食品 首半財年淨利漲58%

企業財經5 Dec 2013 22:30
（吉隆坡5日訊）新馬餐飲業務穩定，帶動成功食品（BJFOOD，5196，主要板貿易）2014財年次季淨利，按年增15%至446萬令吉，同時建議每股派息1.75仙。

該公司今日向馬證交所報備，截至10月底次季營業按年揚高43%，從2357萬令吉增至3372萬令吉，每股盈利也改善至1.69仙。

“董事局已建議派息中期派息每股1.75仙，相較去年同期每股派息1.5仙；這項中期派息將在明年1月23日過戶。”

文告說，成功食品致力開拓在本地、新加坡與印尼的肯尼羅傑斯餐廳（Kenny Rogers Roasters）業務。

截至2014財年首半年，該公司營額按年攀高45%，錄得7025萬令吉，同期淨利勁起58%至968萬令吉，每股盈利報3.69仙。

展望未來，成功食品相信，隨著肯尼羅傑斯餐廳與星巴克咖啡館業務擴張，將可續推動盈利。[中国报财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/10/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/10/2013	31/10/2012	31/10/2013	31/10/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	33,715	23,568	70,245	48,308
2	Profit/(loss) before tax	5,059	3,980	11,241	6,978
3	Profit/(loss) for the period	3,881	3,650	8,915	5,808
4	Profit/(loss) attributable to ordinary equity holders of the parent	4,462	3,883	9,683	6,139
5	Basic earnings/(loss) per share (Subunit)	1.69	1.56	3.69	3.13
6	Proposed/Declared dividend per share (Subunit)	1.75	1.50	1.75	1.50
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.5693		0.5468

icy97

BERJAYA FOOD BERHAD

EX-date	07/01/2014
Entitlement date	09/01/2014
Entitlement time	05:00:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First Interim single-tier exempt dividend of 1.75 sen per share
Period of interest payment	to
Financial Year End	30/04/2014
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Berjaya Registration Services Sdn Bhd Lot 6.03, Level 6 (East Wing) Berjaya Times Square No. 1, Jalan Imbi, 55100 Kuala Lumpur.
Payment date	23/01/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	09/01/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0175

icy97

成功食品Q3赚805万

财经新闻 财经  2014-03-08 14:23
（吉隆坡7日讯）成功食品（BJFOOD，5196，主板贸服股）2014财年第三季净利按年微扬2%，报805万7000令吉。

成功食品表示，生活成本增加，消费者转为谨慎，导致旗下Kenny Rogers Roasters快餐店盈利降低。

不过，成功星巴克（BStarbucks）盈利提升，缓和其他业务失色的冲击。成功食品上财年同期净利为790万令吉。

成功食品现财年第三季营业额达4139万4000令吉，比上财年同期3825万9000令吉增8.2%。

在Jollibean业务带动下，公司现财年首9个月净利按年上升26.36%，报1774万令吉；营业额按年扬升29%，至1亿1163万9000令吉。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31/01/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/01/2014	31/01/2013	31/01/2014	31/01/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	41,394	38,259	111,639	86,567
2	Profit/(loss) before tax	8,780	8,966	20,021	15,944
3	Profit/(loss) for the period	7,711	7,453	16,626	13,261
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,057	7,900	17,740	14,039
5	Basic earnings/(loss) per share (Subunit)	3.04	3.04	6.73	6.45
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	1.75	1.50
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.5845		0.5468

will.lim

做么bursa里的BJFOOD最新的季报看不到？。。。。。哪里还有的看.....

will.lim

will.lim 发表于 9-3-2014 12:53 AM
做么bursa里的BJFOOD最新的季报看不到？。。。。。哪里还有的看.....

哦，版主，我表错意了，我是说它的季报PDF文件我开不到又下载不到.......没有其他网站可以看？

icy97

汶莱星巴克贡献大 成功食品末季净利增6%

财经新闻 财经  2014-06-17 11:41
（吉隆坡16日讯）汶莱星巴克（Starbucks）开始贡献盈利，让成功食品（BJFOOD，5196，主板贸服股）截至4月杪末季净利，年增6.22%，并宣布派息2.5仙。

文告显示，末季净利报527万7000令吉，或每股盈利1.98仙，较上财年同期的496万8000令吉，增长6.22%。

营业额年增3.4%，达3655万4000令吉，上财年同期是3534万8000令吉。

合计全年，成功食品净利报2301万7000令吉，或每股盈利8.71仙，按年增长23.56%；全年营业额年增21.56%，达1亿4819万3000令吉。

成功食品表示，旗下Kenny Rogers Roasters快餐店末季盈利按年走滑，因为消费者仍谨慎消费，所幸刚进军文莱的星巴克业绩表现良好，抵消损失，并提振季度业绩表现。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30/04/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/04/2014	30/04/2013	30/04/2014	30/04/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	36,554	35,348	148,193	121,915
2	Profit/(loss) before tax	5,001	6,485	25,022	21,395
3	Profit/(loss) for the period	4,056	4,704	20,682	17,283
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,277	4,968	23,017	18,628
5	Basic earnings/(loss) per share (Subunit)	1.98	1.91	8.71	8.17
6	Proposed/Declared dividend per share (Subunit)	2.50	2.00	4.25	3.50
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.6061		0.5468

icy97

BERJAYA FOOD BERHAD

EX-date	09/07/2014
Entitlement date	11/07/2014
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Second interim single-tier exempt dividend of 2.5 sen per share
Period of interest payment	to
Financial Year End	30/04/2014
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Berjaya Registration Services Sdn Bhd Lot 6.03, Level 6 (East Wing) Berjaya Times Square No. 1, Jalan Imbi, 55100 Kuala Lumpur.
Payment date	25/07/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	11/07/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.025

icy97

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF A NEW SUBSIDIARY
The Board of Directors of Berjaya Food Berhad (“BFood”) wishes to announce that its wholly-owned subsidiary, Berjaya Food (International) Sdn Bhd (“BFI”), had incorporated a new subsidiary, Berjaya Roasters (Cambodia) Limited (“BRCL”), in the Kingdom of Cambodia (“Cambodia”). The certificate of incorporation was received by BFood on 8 July 2014. The intended principal activities of BRCL are to develop and operate the “Kenny Rogers Roasters” chain of restaurants in Cambodia. The issued share capital of BRCL is Cambodian Riel (“KHR”) 2.0 billion (about RM1.58 million) comprising 500,000 ordinary shares of KHR4,000 each (“BRCL Shares”). BFI had subscribed for 350,000 BRCL Shares representing 70% of the issued share capital of BRCL at par value for a total cash consideration of KHR1.4 billion (about RM1.11 million) whilst the balance of 30% is subscribed by CE Roosters Limited, the local partner in Cambodia. This Announcement is dated 9 July 2014.

icy97

成功食品 柬埔寨成立新子公司

財經10 Jul 2014 22:11
（吉隆坡10日訊）成功食品（BJFOOD，5196，主要板貿易）子公司成功食品（國際）私人有限公司在柬埔寨成立新子公司成功烘培（Berjaya Roasters），繳足資本達158萬令吉。

成功食品向馬證交所報備，成功食品（國際）公司在柬埔寨成立新子公司，前日已獲得公司註冊證明書。

根據報備文件指出，新公司的成立主要是在該國發展和經營肯尼羅傑斯餐廳（Kenny Rogers Roasters）連鎖餐廳。

新公司繳足資本達158萬令吉，約50萬股，成功食品（國際）公司持有其中70%股權，剩余30%為一家柬埔寨CE Roosters公司所持有。【中国报财经】

chanwengyan

今天是涨停板吗？
（现在才早上九点多而已）

icy97

成功食品出价2.7亿 欲全控制成功星巴克

财经新闻 财经  2014-07-24 12:31
（吉隆坡23日讯）成功食品（BJFOOD，5196，主板贸服股）以总值8800万美元（约2亿7951万4400令吉），向星巴克咖啡国际公司收购成功星巴克咖啡公司（BStarbucks）的剩余50%股权。

成功食品建议，通过银行贷款融资该项收购计划。

完成收购后，该公司将能够整合业绩、全权掌控成功星巴克的营运及现金流，并且更能够控制未来策略及方向。

探索潜在商机

另外，该项计划也让成功食品将进一步与星巴克咖啡国际在饮食业探索潜在商机，如畅销消费品（FMCG）领域和管道开发、食品服务及经销权。

成功星巴克的主要业务是在大马发展及经营“星巴克咖啡”连锁咖啡馆和零售店。

该公司2014财年未审核营业额达3亿113万9000令吉，而净利则报3479万6000令吉。【南洋网财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	BERJAYA FOOD BERHAD (“BJFOOD” OR “THE COMPANY”) PROPOSED ACQUISITION OF 11,500,000 ORDINARY SHARES OF RM1.00 EACH REPRESENTING THE REMAINING 50.00% EQUITY INTEREST IN BERJAYA STARBUCKS COFFEE COMPANY SDN BHD NOT OWNED BY BJFOOD FOR A TOTAL CASH CONSIDERATION OF USD88,000,000 (EQUIVALENT TO RM279,514,400) (“PROPOSED ACQUISITION”)
On behalf of the Board of Directors of BJFood, RHB Investment Bank Berhad wishes to announce that the Company had on 23 July 2014, entered into a conditional share purchase agreement with Starbucks Coffee International, Inc for the proposed acquisition of 11,500,000 ordinary shares of RM1.00 each in Berjaya Starbucks Coffee Company Sdn Bhd (“BStarbucks”), representing the remaining 50.00% equity interest in BStarbucks not owned by BJFood, for a total cash consideration of USD88,000,000 (equivalent to RM279,514,400). Upon completion of the Proposed Acquisition, BStarbucks will become a 100%-owned subsidiary of BJFood, from a currently 50.00% jointly-controlled entity. Further details of the Proposed Acquisition are set out in the attachment below. This announcement is dated 23 July 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1693229

Attachments Announcement (Proposed Acquisition).pdf

icy97

收购受看好　成功食品及凭单涨停

财经 2014年7月24日
（吉隆坡24日讯）成功食品（BJFOOD，5196，主板贸服股）连同其凭单成功食品-WA（BJFOOD-WA）早盘齐齐达到涨停板水平，也改写52週新高，分析员看好成功食品收购成功星巴克剩余股权的行动，重申该股「买进」投资评级和2.50令吉合理价。

成功食品昨日宣布，与星巴克咖啡国际公司达成股权买卖协议（SPA），以8800万美元（相等於2亿7951万令吉）收购成功星巴克私人有限公司剩余50%股权。

在完成收购计划后，成功星巴克公司將成为成功食品的独资子公司。

大马研究分析员表示，完成收购后，该公司在大马经营星巴克的特许经营权期限，也將从原本在2024年到期，延长至2039年。该8800万美元收购价，相等於成功食品16倍的本益比（以截至2014年4月的税前盈利3500万令吉计算）。

分析员指出，成功食品完成收购，每股盈利全面摊薄后的本益比为19倍，而美国星巴克集团估计本益则为30倍，因此，分析员认为这项收购可带来价值。

有鑑於此，成功食品股价早盘以全天最低的1.90令吉开跑，但比昨日闭市1.80令吉为高，股价旋即衝上2.34令吉高峰，涨幅为54仙或30%，触动涨停板水平，之后一直维持此价位；而其凭单成功食品-WA也是以全天最低的1.13令吉开跑，之后攻上1.37令吉的涨停板价位，上涨31仙或29.245%。两者分別为全场第2和第3大上升股。

此外，成功机构（BJcorp，3395，主板贸服股）也受激励而大热走高，全天起1.5仙或3.03%，至51仙，成交量为3229万6400股，是全场第9大热门股。

分析员认为，该收购活动非常正面，该公司將可在星巴克强劲的全球特许权加持下，进一步增强在饮食业的地位，同时还可以利用星巴克的分店扩大覆盖范围，目前星巴克的分店达173间。

开拓潜在商机

最重要的是，在成功星巴克成为成功食品的独资子公司后，將可以进一步开拓潜在商机，如快餐和星巴克的分销权。

成功星巴克將成为成功食品2015財政年营业额关键贡献来源，分析员指出，相比目前50%的股权，成功食品在获得成功星巴克的100%股权之后，可將其盈利完全整合到集团的帐目，扩大集团的盈利表现，成功星巴克的表现预期將来自双位数的强劲同店销售增长（SSSG）。

在广泛网络和强大的品牌下，分析员相信，成功食品的同店销售增长將持稳。「成功食品计划按年开设额外的25间分店，地点包括商场、独立商店和油站等。」

该收购活动预计会在2014年9月份完成，因此，星巴克对2015財政年的贡献將会分成两个阶段，首5个月是以50%的持股核算；接下来的7个月则会將该公司的盈利全面整合在集团的业绩內。

因此，在这项改变之下，星巴克业务將佔成功食品总营业额的54%，紧接下来的是肯尼罗杰斯烤鸡餐厅（Kenny Rogers）佔27%。分析员修正该公司2015財政年净利预测，至3200万令吉，按年成长39%，2014財政年净利为2300万令吉；而2016財政年的净利预计按年增长66%，至5300万令吉，这反映出完成收购后的业绩表现。

成功食品將通过借贷方式来融资这项收购，即便如此，分析员认为，成功食品依然能够维持健康的0.7倍负债率，和按年资本开销4000万令吉。

同时，分析员也相信，成功食品仍会继续派发股息，分析员预测，该公司2015和2016財政年將分別派发5.3仙和6.3仙的股息。【东方网财经】



全面掌控大馬星巴克受唱好‧成功食品母股憑單漲停
2014-07-24 16:57      
http://biz.sinchew.com.my/node/99093

icy97

Type	Announcement
Subject	OTHERS
Description	RE: CLARIFICATION ON THE EDGE - FINANCIAL DAILY ARTICLE DATED WEDNESDAY, 30 JULY 2014 “BSTARBUCKS TO GROW BFOOD EARNINGS BY 40%-50% YEAR-ON-YEAR (“EDGE ARTICLE”)
Please refer to the attachment for details. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1699073

Attachments Reply to Edge Fin Daily.pdf

icy97

BERJAYA FOOD BERHAD

1. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	Others
Details of corporate proposal	Exercise of Warrants
No. of shares issued under this corporate proposal	22,001,000
Issue price per share ($$)	MYR 0.700
Par Value ($$)	MYR 0.500
Latest issued and paid up share capital after the above corporate proposal in the following
Units	309,783,000
Currency	MYR 154,891,500.000
Listing Date	28/08/2014

icy97

每股RM3-3.30 传成功机构减持成功食品

财经新闻 财经  2014-08-28 13:41
（吉隆坡27日讯）市场传，成功机构（BJCORP，3395，主板贸服股）将以每股3令吉至3.30令吉之间，脱售成功食品（BJFOOD，5196，主板贸服股）的大批股权。

《星报》引述消息指，成功机构将继续持有控制性股权。

“成功机构计划在脱售股票前，把更多的凭单转换成股票，因成功食品-WA已“到价”（In theMoney）。”

根据大马交易所的数据，成功机构自5月已转换1100万凭单，把持股率提高至50.73%。

该凭单周四闭市时报2.38令吉，而转换价为70仙。

目前，市场上还有1亿1258万张凭单仍未转换。

早前，成功食品以总值8800万美元（约2亿7951万4400令吉），向星巴克咖啡国际公司收购成功星巴克咖啡（BStarbucks）的剩余50%股权，带动股价大涨，周二更达3.17令吉的历史新高水平。

不过，今日该股跌2仙或0.63%，报3.15令吉。

消息透露，兴业和联昌国际投行将会是执行这项脱售股权计划的主要竞争对手。【南洋网财经】

icy97

Name	Berjaya Group Berhad
Address	Lot 13-01A, Level 13 (East Wing), Berjaya Times Square, No. 1, Jalan Imbi, 55100 Kuala Lumpur.
NRIC/Passport No/Company No.	7308-X
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary Shares of RM0.50 each
Name & address of registered holder	Berjaya Group Berhad, Level 12, Berjaya Times Square, No. 1, Jalan Imbi, 55100 Kuala Lumpur.

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Others	25/08/2014	15,000,000

Description of other type of transaction	Exercise of Warrants to subscribe for new ordinary shares at an exercise price of RM0.70 per share.
Circumstances by reason of which change has occurred	Beneficial Interest -Exercise of Warrants to subscribe for new ordinary shares at an exercise price of RM0.70 per share.
Nature of interest	Direct Interest
Direct (units)	160,767,860
Direct (%)	51.9
Indirect/deemed interest (units)	200,000
Indirect/deemed interest (%)	0.06
Total no of securities after change	160,967,860
Date of notice	27/08/2014

icy97

整合星巴克收入增半‧成功食品3年財測上調

2014-09-12 17:03      
（吉隆坡12日訊）成功食品（BJFOOD,5196,主板貿服組）旗下的星巴克咖啡全面整合後可提高該公司50%收入，上調2015至2017財年財測7%至8%。

大馬研究表示，成功食品同店銷售增長（SSSG）率為12%，比原本預測的10%高，而星巴克咖啡在2014財年同店銷售增長達16%成長。

星巴克完全納入

該公司整合星巴克咖啡，持有50%增加至100%，2015年收入可增加50%；星巴克咖啡是高成長業務，該公司增持至100%在本月完成。

大馬研究說，成功星巴克完全納入成功食品旗下後，貢獻了後者71%的營業額。而目前郊區市場尚有待開發，前景看好。憑藉著星巴克咖啡在消費者心目中有強勁的地位，中長期內可在餐飲市場佔有率可獲得正面的發展。

獲得星巴克咖啡特許經營權業者，若有任何擴充計劃，須成功食品允許。而星巴克快移消費產品是值得注意的地方，因為中短期內預料有收購飲食空間。

大馬研究雖然下調成功食品評級至“持有”，但憑著旗下特許經營權強勁的品牌，依然看好成功食品中長期的賺幅。

成功食品面對的風險是消費者放緩消費、美元匯率波動風險及食物成本提高。

成功食品目前本益比為31倍，對比同領域公司本意比高出甚多，合理價為3令吉5仙。（星洲日報／財經）

icy97

成功食品首季净利扬15%

财经新闻 财经  2014-09-16 11:36
（吉隆坡15日讯）成功星巴克贡献高带动，激励成功食品（BJFOOD，5196，主板贸服股）截至7月31日首季净利涨15%，达600万2000令吉，上财年同期为522万1000令吉。

首季营业额扬8.5%，报3963万6000令吉，上财年同期为3653万令吉。

该公司通过文告指出，虽然当季适逢斋戒月，不过旗下有更多餐馆营运，故推高了营业额。

董事局表示，一旦成功星巴克的收购活动完成，预计将显著改善本财年的营运净利和营业额表现。

成功食品早前宣布，以2亿7950万令吉购入尚未持有的成功星巴克50%股权。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31/07/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/07/2014	31/07/2013	31/07/2014	31/07/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	39,636	36,530	39,636	36,530
2	Profit/(loss) before tax	6,257	6,182	6,257	6,182
3	Profit/(loss) for the period	5,233	5,034	5,233	5,034
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,002	5,221	6,002	5,221
5	Basic earnings/(loss) per share (Subunit)	2.18	1.99	2.18	1.99
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.6053		0.6049

icy97

首季业绩表现平稳　成功食品长期利好

财经 2014年9月17日
（吉隆坡17日讯）成功食品（BJFOOD，5196，主板贸服股）2015財政年首季（截至7月31日止）业绩表现平稳，因此大马研究分析员重申该股「守住」投资评级。             

成功食品2015財政年首季净利为600万令吉，按年增15%，达到分析员全年预测3400万令吉的18%。

分析员的2015財政年全年预测，包括9月份完成全面收购成功星巴克后，將在2015財政年未来7个月做出100%的贡献。

回顾，成功食品于7月23日与星巴克咖啡国际公司达成股权买卖协议（SPA），前者以8800万美元（约2亿7951万令吉）向后者收购成功星巴克剩余的50%股权。

分析员估计，该收购计划將会在9月份完成，届时成功星巴克私人有限公司將成为成功食品独资子公司。

因此，分析员认为，该收购將带动成功食品2015財政年（4月30日结帐）营业额增长高达54%，主要来自成功星巴克的盈利基础扩大。

儘管斋戒月落在该季， 但成功食品营业额按年仍成长9%，至3964万令吉，这由主要营运市场带动，其中位于柬埔寨的肯尼罗杰斯烤鸡餐厅（Kenny Rogers Roaster）首次带来贡献。

另外，印尼的成功食品营运仍处于消化期，所以在该季仍蒙受160万令吉的扣除利息和税项前亏损，但分析员预测，该印尼营运业务將在2016財政年有望达到无盈亏水平。

即便如此，分析员预测，成功食品下半年將由季节性因素带动，例如学校假期和节庆等，以及成功星巴克全面收购活动完成后的利好因素扶持。

整体而言，成功食品的长期利好因素为成功星巴克快速食品强劲的成长，以及餐饮领域的潜在收购机会。

因此，大马研究分析员重申该股「守住」投资评级，同时维持3.05令吉合理价。

该股今日全天下滑1.96%或6仙，掛3令吉，成交量获得1万5200股，高于週一的2700股。【东方网财经】