Focus Point (0157) – A strong recovery stock riding on the success of FamilyMart and MORE Most people think Focus Point (FocusP) is a boring stock with an optical business. They’re wrong… FocusP is the next F&B growth stock to keep an eye on. FocusP F&B business can be categorised into two divisions: 1. Komugi bakery outlets 2. Komugi corporate sales Investors need to focus on Komugi corporate sales division as this will be the growth driver. FocusP struck gold after its Komugi central kitchen was certified Halal in Jan 2018. Since then, it has scored big with corporate customers like FamilyMart . And there will be more big corporate customers soon once the new central kitchen starts in Dec 2020. Many are unaware that several hot selling delicious goodies on FamilyMart’s shelves are made and supplied by Komugi . Just check the label and you will see that they are manufactured...
SARAWAK PLANTATION (SWKPLNT) – a horse with latent potential + the right jockey = a CHAMPION racehorse Stock symbol: SWKPLNT (5135) Stock price: RM1.99 Market cap: RM555.27mil Shares outstanding: 279.03mil Part 1: A horse with huge latent potential CPO prices have been bullish, recently breaching the RM4,000/tonne mark for the 2 nd time in 3 months. A number of positive factors will continue to drive and support CPO prices. But why are most plantation stocks not rallying? That’s because they are trading at expensive valuations of around 30x P/E with low production growth of only of 3-6%, while some even have negative production growth. However, there is an exception … One rare species. One with double-digit production growth and an attractive single-digit P/E . This jewel is little-known Sarawak Plantation Bhd (SPB) , an undervalued company with explosive earn...
Star Media, once a shining star in the newspaper industry, now faces the inevitable fate of a sunset business. The dawn of digital media has cast a long shadow over traditional print newspapers, and The Star is no exception. But like a star in its final moments, there will be one last burst of light before it fades into obscurity — a phenomenon known as a supernova. The recent move by Star Media to hike cover prices for its physical newspaper by 50% from RM2 to RM3, could potentially lead to a significant increase in earnings. While more recent data is not available, for 2H2018, The Star had an average of 151,623 paid printed copies in circulation per publication day (audited and verified by the Audit Bureau of Circulations). Assuming that The Star’s print circulation has now decreased by half to 75k per day, this would still equate to about 27 mil copies per year. A RM1 increase in cover price could potentially result in a boost of RM27m flowing directly to its bottom line. Assuming a...
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