【BJFOOD 5196 交流专区】成功食品

icy97

icy97 发表于 24-7-2014 01:11 PM
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

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	BERJAYA FOOD BERHAD (“BJFOOD” OR “THE COMPANY”) 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) (“ACQUISITION”)
(All the words/definitions used herein shall have the same meaning in the announcement dated 23 July 2014 in relation to the Acquisition unless otherwise defined.) We refer to the Company's announcement dated 23 July 2014 in relation to the Acquisition. On behalf of the Board, RHBIB wishes to announce  that the Acquisition has been completed on even date. This announcement is dated 18 September 2014.

icy97

收益前景看俏 成功食品創52週新高

財經 股市 7 Oct 2014 17:28
（吉隆坡7日訊）券商看好成功食品（BJFOOD，5196，主要板貿服）業務前景，首次評估給予“增持”評級，該股全日最高揚8仙，以3.22令吉寫下52週新高紀錄。

聯昌證券研究分析報告指出，位于我國和印尼的肯尼羅傑斯餐廳（Kenny Rogers Roasters）業務改善、星巴克咖啡速銷消費品（FMCG）的加入、星巴克咖啡收益前景良好、都是成功食品股價催化劑。

成功食品今早揚6仙以3.20令吉開跑，之后一度高揚8仙，以3.22令吉；在早上10時前，該股窄幅波動于正負區間，休市時，該股微跌2仙至3.12令吉，半日交易量42萬1500股。

閉市時，成功食品跌11仙，報3.03令吉，成交量58萬2300股。

根據聯昌證券研究分析報告，成功食品是在9月18日完成收購未持有的星巴克咖啡50%股權，根據協議，前者將在未來5年開設至少25間分行，意味著強勁增長前景。

成功食品同時計劃要在大馬市場提供星巴克咖啡旗下速銷消費品，相信能推高每股盈利。

若溫蒂（Wendy’s）、Papa John’s、中國肯尼羅傑斯餐廳，以及Krispy Kreme轉虧為盈，持有特許經營權的成功集團（BJCORP，3395，主要板貿易）可能會把股權注入成功食品。

該行首次評估成功食品，給于高目標價為4.33令吉。【中国报财经】

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	26/11/2014	54,908,860

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)	215,676,720
Direct (%)	58.51
Indirect/deemed interest (units)	200,000
Indirect/deemed interest (%)	0.05
Total no of securities after change	215,876,720
Date of notice	28/11/2014

APULA

成功食品净利飙36倍
财经新闻 财经  2014-12-10 11:26
http://www.nanyang.com/node/667883?tid=462

（吉隆坡9日讯）成功星巴克贡献强劲，带动成功食品（BJFOOD，5196，主板贸服股）次季净利飙涨3567%，达1亿6360万2000令吉，并宣布派息2.5仙。

截至10月31日次季，营业额扬123%，报7531万6000令吉。

上半年净利激增1652%，写1亿6960万4000令吉；营业额扩大64%，报1亿1495万2000令吉。

该公司指出，营业额和净利走高归功于成功星巴克的贡献，和汶莱2月开始营运的星巴克生意。

成功食品是在9月18日，收购成功星巴克其余50%股权。

SUMMARY OF KEY FINANCIAL INFORMATION 31/10/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/10/2014	31/10/2013	31/10/2014	31/10/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	75,316	33,715	114,952	70,245
2	Profit/(loss) before tax	165,301	5,059	171,558	11,241
3	Profit/(loss) for the period	162,757	3,881	167,990	8,915
4	Profit/(loss) attributable to ordinary equity holders of the parent	163,602	4,462	169,604	9,683
5	Basic earnings/(loss) per share (Subunit)	53.71	1.69	58.55	3.69
6	Proposed/Declared dividend per share (Subunit)	2.50	1.75	2.50	1.75
		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 ($$)	1.1391		0.6049

星巴克貢獻全面計入‧成功食品下半年盈利料轉強
2014-12-10 17:00      
http://biz.sinchew.com.my/node/107071

（吉隆坡10日訊）成功食品（BJFOOD,5196,主板貿服組）2015財政上半年業績只達市場預期的31%，但分析員普遍不為此感到擔憂，預計星巴克全面計入後，在下半年將帶動成功食品盈利成長。

降債有助減利息開支

聯昌研究下砍2015至2017財測，但還是看好接下來的盈利會在星巴克的貢獻下轉強；同時，該公司攤還5千700萬貸款，降低債務水平，也有助讓揭下來季度的利息開支減少。

儘管該公司的營業額在2015財政上半年增長63.6%，主要歸功於星巴克的表現，但其淨利卻只成長13.7%。其淨利成長不符營業額的主要成因為折舊成本增加及全面收購星巴克而導致利息開銷急漲的原故。

而且，該公司其他連鎖店如Kenny Roger都有走疲的狀況，在印尼及柬埔寨的業務也沒多大見效。

興業研究也看好下半年盈利表現會轉強，主要是星巴克貢獻全面計入、學校假期和年杪節慶，都有助餐飲業表現。

該公司積極擴充下，預料2019年增加25家星巴克的目標可達到。目前星巴克分店達182家。

大馬研究也認為，基於成功食品在11月才完成全面收購星巴克，所以上半年業績不能全面反映星巴克的貢獻，預計在下半年，星巴克價值才可全面釋放。

興業及大馬研究不對成功食品業績預測做任何調整，風險包括匯率波動、消費能力降低和原料價上漲。


（星洲日報／財經‧報道：陳林德）

icy97

EX-date	06/01/2015
Entitlement date	08/01/2015
Entitlement time	05:00:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First Interim single-tier dividend of 2.5 sen per share
Period of interest payment	to
Financial Year End	30/04/2015
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	22/01/2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	08/01/2015
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

星巴克貢獻全面計入‧成功食品下半年盈利料轉強

2014-12-10 17:00      
（吉隆坡10日訊）成功食品（BJFOOD,5196,主板貿服組）2015財政上半年業績只達市場預期的31%，但分析員普遍不為此感到擔憂，預計星巴克全面計入後，在下半年將帶動成功食品盈利成長。

降債有助減利息開支

聯昌研究下砍2015至2017財測，但還是看好接下來的盈利會在星巴克的貢獻下轉強；同時，該公司攤還5千700萬貸款，降低債務水平，也有助讓揭下來季度的利息開支減少。

儘管該公司的營業額在2015財政上半年增長63.6%，主要歸功於星巴克的表現，但其淨利卻只成長13.7%。其淨利成長不符營業額的主要成因為折舊成本增加及全面收購星巴克而導致利息開銷急漲的原故。

而且，該公司其他連鎖店如Kenny Roger都有走疲的狀況，在印尼及柬埔寨的業務也沒多大見效。

興業研究也看好下半年盈利表現會轉強，主要是星巴克貢獻全面計入、學校假期和年杪節慶，都有助餐飲業表現。

該公司積極擴充下，預料2019年增加25家星巴克的目標可達到。目前星巴克分店達182家。

大馬研究也認為，基於成功食品在11月才完成全面收購星巴克，所以上半年業績不能全面反映星巴克的貢獻，預計在下半年，星巴克價值才可全面釋放。

興業及大馬研究不對成功食品業績預測做任何調整，風險包括匯率波動、消費能力降低和原料價上漲。



（星洲日報／財經‧報道：陳林德）

icy97

Name	Dato' Zurainah Binti Musa
Address	7, SS7/4B, Kelana Jaya, 47301 Petaling Jaya, Selangor Darul Ehsan.
Descriptions(Class & nominal value)	Ordinary Shares of RM0.50 each

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	10/12/2014	17,452,000

Circumstances by reason of which change has occurred	Beneficial Interest -Acquisition of shares pursuant to the Call Option Agreement dated 7 October 2013 with Perbadanan Nasional Berhad.
Nature of interest	Direct Interest
Consideration (if any)

Total no of securities after change
Direct (units)	17,452,000
Direct (%)	4.73
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Date of notice	11/12/2014

icy97

董事售成功食品3.51%

财经新闻 财经  2015-01-17 12:23
（吉隆坡16日讯）成功食品（BJFOOD，5196，主板贸服股）非独立非执行董事拿督朱莱纳，以每股2.9令吉，脱售公司3.507%股权。

文告显示，朱莱纳分别在本周一和周二，脱售公司905万和397万4100股，相等于2.437%和1.07%股权。

完成交易后，朱莱纳现持有公司442万7900股，或1.192%股权。【南洋网财经】

Name	Dato' Zurainah Binti Musa
Address	7, SS7/4B, Kelana Jaya, 47301 Petaling Jaya, Selangor Darul Ehsan.
Descriptions(Class & nominal value)	Ordinary Shares of RM0.50 each

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	12/01/2015	9,050,000
Disposed	13/01/2015	3,974,100

Circumstances by reason of which change has occurred	Beneficial Interest -Disposal of shares via direct deal.
Nature of interest	Direct Interest
Consideration (if any)

Total no of securities after change
Direct (units)	4,427,900
Direct (%)	1.192
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Date of notice	14/01/2015

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)
Disposed	26/02/2015	20,000,000

Circumstances by reason of which change has occurred	Beneficial Interest -Disposal via direct deal
Nature of interest	Direct Interest
Direct (units)	195,676,720
Direct (%)	52.68
Indirect/deemed interest (units)	200,000
Indirect/deemed interest (%)	0.05
Total no of securities after change	195,876,720
Date of notice	26/02/2015

icy97

Notice of Interest Sub. S-hldr (29A)

BERJAYA FOOD BERHAD

Particulars of Substantial Securities Holder

Name	UBS AG London
Address	1, Finsbury Avenue, London EC2M 2PP, United Kingdom.
NRIC/Passport No/Company No.	FC021146
Nationality/Country of incorporation	London, United Kingdom
Descriptions (Class & nominal value)	Ordinary shares of RM0.50 each
Name & address of registered holder	UBS AG, London Branch, 1, Finsbury Avenue, London EC2M 2PP, United Kingdom.

Date interest acquired & no of securities acquired
Currency	Malaysian Ringgit (MYR)
Date interest acquired	26/02/2015
No of securities	20,000,000
Circumstances by reason of which Securities Holder has interest	Held on proprietary basis
Nature of interest	Direct Interest
Price Transacted ($$)
Total no of securities after change
Direct (units)	20,000,000
Direct (%)	5.38
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Date of notice	04/03/2015

icy97

星巴克业务贡献强劲 成功食品业绩大跃进

二零一五年三月十一日 晚上八时五十三分
（吉隆坡11日讯）成功食品有限公司（BJFOOD，5196，贸易服务组）公布，在截至2015年1月31日止第3财季，所取得的净利按年从805万令吉上涨7.2％至864万令吉，主要是从星巴克的整合业务中受惠。

此外，它说，税前利润录得1263万令吉，较去年同期的878万令吉增长44％。而营业额则由前期的4139万令吉大幅跃升222％至1亿3348万令吉。

每股盈利是3.04仙，较前期的2.43仙为多。而董事局建议派息1.25仙。

该集团称：“营业额较高，主要是整合新收购单位-成功星巴克咖啡私人有限公司（BStarbucks），以及来自汶莱星巴克的较佳业务所贡献。”

成功食品指出，该季度的利息支出高达359万令吉，主要是向银行借钱来收购成功星巴克剩余50％，而招致庞大的利息开支。

另一方面，在截至2015年1月31日止首3个财季，所取得的净利按年从1774万令吉飙涨9倍至1亿7824万令吉，因为当中包括1亿5860万令吉的一次过赚益。

而营业额则由前期的1亿1164万令吉增长122.5％至2亿4843万令吉。

若不计入上述1亿5860万令吉的一次过赚益，该期间的税前利润仅2559万令吉，较去年同期的2002万令吉上升28%。【光华日报财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31/01/2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/01/2015	31/01/2014	31/01/2015	31/01/2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	133,482	41,394	248,434	111,639
2	Profit/(loss) before tax	12,633	8,780	184,191	20,021
3	Profit/(loss) for the period	7,785	7,711	175,775	16,626
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,641	8,057	178,245	17,740
5	Basic earnings/(loss) per share (Subunit)	2.43	3.04	57.24	6.73
6	Proposed/Declared dividend per share (Subunit)	1.25	0.00	3.75	1.75
		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 ($$)	1.0700		0.6049

icy97

EX-date	08/04/2015
Entitlement date	10/04/2015
Entitlement time	05:00:00 PM
Entitlement subject	Second interim dividend
Entitlement description	Second interim single-tier dividend of 1.25 sen per share
Period of interest payment	to
Financial Year End	30/04/2015
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 Registrar Services Sdn Bhd Lot 6.03, Level 6(East Wing) Berjaya Times Square No. 1, Jalan Imbi, 55100 Kuala Lumpur
Payment date	23/04/2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	10/04/2015
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	0.0125

icy97

星巴克營收欠佳‧利息成本高‧成功食品財測調降

2015-03-11 17:31      
（吉隆坡11日訊）成功食品（BJFOOD,5196,主板貿服組）首9個月核心淨利按年揚12.6%，興業研究調低2015財政年財測6%，主要是第三季業績星巴克營收成長並未因節慶上揚反遜預期，且受高利息成本所累。

興業也調低2016與2017財政年淨利4.0%至4.5%，主要考量美元兌換馬幣匯率走強、消費情緒疲弱和高於預期之原料價為潛在風險。

維持“買進”評級

興業維持成功食品“買進”評級，目標價由4令吉調低至3令吉90仙。

成功食品旗下星巴克店由2014財政年的170間，擴展至目前195間，只有2間仍然虧損，另一間面向武吉免登捷運站的，在捷運站通車後更具顯著潛能。

興業預期2015年9月啟動的經銷快速移動消費品，也會為成功食品帶來利好。

成功食品首9個月核心淨利只達興業60%預期（原本預期達2015財政年的67%），預期財政年下半年業績更好，貢獻淨利的三分之二。

該公司第三季核心淨利按年揚11.7%至900萬令吉，主要是受多項因素所累，其一為360萬令吉利息開銷，36萬令吉交易成本，另外星巴克年年杪節慶期業務糟於預期，管理層宣稱目前有些復甦（星洲日報／財經‧報道：張啟華）


净利低于预期　成功食品財测下调
财经  2015年03月11日
http://www.orientaldaily.com.my/index.php/business/cj2015408

业绩不及预期 成功食品评级财测下修
财经新闻 财经  2015-03-12 11:21
http://www.nanyang.com/node/686597?tid=462

icy97

成功食品 末季營業額激增2.5倍

財經股市15 Jun 2015 23:00
（吉隆坡15日訊）成功食品（BJFOOD，5196，主要板貿服）納入大馬星巴克業務后，全年業績報捷，宣布每股派息2仙。

截至4月底末季，營業額按年增2.5倍至1億2892萬令吉，淨利增22%至641萬令吉。

文告指出，該公司宣布的每股4仙派息，預計在7月28日支付。

成功食品全年表現標青，淨利按年勁漲7倍至1億8466萬令吉，營業額大增1.5倍至3億7736萬令吉，全年股息從上財年4.25仙，增至5.75仙。

“令吉兌美元疲軟料提高銷售成本並壓縮賺幅，加上消費稅執行后消費情緒疲軟，本財年充滿挑戰，將繼續以星巴克強勁現金流減低集團負債。”【中国报财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Apr 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Apr 2015	30 Apr 2014	30 Apr 2015	30 Apr 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	128,921	36,554	377,355	150,369
2	Profit/(loss) before tax	10,061	5,001	194,252	24,573
3	Profit/(loss) for the period	5,489	4,056	181,264	20,113
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,412	5,277	184,657	22,669
5	Basic earnings/(loss) per share (Subunit)	1.72	1.98	56.58	8.58
6	Proposed/Declared dividend per share (Subunit)	2.00	2.50	5.75	4.25
		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 ($$)	1.0700		0.6049

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EX-date	09 Jul 2015
Entitlement date	13 Jul 2015
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Third interim singler-tier dividend of 2.0 sen per share
Period of interest payment	to
Financial Year End	30 Apr 2015
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	BERJAYA REGISTRATION SERVICES SDN BHDLot 06-03, Level 6 (East Wing)Berjaya Times SquareNo. 1, Jalan Imbi55100 Kuala LumpurTel: 03-21450533Fax: 03-21459702
Payment date	28 Jul 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	13 Jul 2015
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	0.0200
Par Value	Malaysian Ringgit (MYR) 0.500

icy97

買進券商心頭好．成功食品潛在催化劑 看好速銷消費品新貢獻

財經股市16 Jun 2015 23:00

券商：聯昌證券研究
目標價：3.27令吉

成功食品（BJFOOD，5196，主要板貿服）全年業績報捷，股息派發高于預期，主要潛在催化劑為消費者開銷強勁恢復及速銷消費品（FMCG）業務新貢獻。

成功食品上財年營業額高漲1.5倍，核心淨利成長21.5%，佔我們全年預測95%，主要因為完成大馬星巴克剩余50%股權的收購，加上汶萊星巴克的貢獻，及增設40家新分店。

但在消費開銷疲軟影響下，星巴克同店銷售成長持平，大馬和印尼肯尼羅傑斯餐廳（Kenny Rogers）分別下滑7.3%和10.8%，Jollibean食品業務也下滑1.7%。此外，該公司也面臨890萬令吉高財務成本，以致淨利成長放緩。

隨著消費者開銷恢復，大馬和新加坡肯尼羅傑斯餐廳，及星巴克業務表現在末季已有所改善，速銷消費品業務在2017財年開始貢獻潛在淨利，將有助提振淨利。

我們維持該公司2016財年至2017財年淨利預測和目標價，並派發中期股息2仙，總股息達5.75仙，高于我們預測的5.4仙。【中国报财经】


成功食品 全年股息胜预期
财经 股市 行家论股  2015-06-17 10:41
http://www.nanyang.com/node/707299?tid=462

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星巴克帶動‧成功食品下半年盈利好轉

2015-08-17 17:05      
（吉隆坡17日訊）成功食品（BJFOOD，5196，主板貿服組）管理層近期與聯昌研究會晤，並披露各大業務發展方向，分析員相信在星巴克（Starbucks）帶動下，下半年盈利表現將扭轉上半年頹勢，總體盈利目標依舊上軌。

成功食品管理層透露，5月和6月星巴克同店銷售年減10%，好在7月銷售已反彈15%至20%，聯昌研究認為，總體營業額料有所改善，只是獲利表現將持平，主要是新增4至5家分店，以及推介新產品。

“基於比較基礎低，成功食品預期星巴克同店銷售未來將取得正面成長。”

此外，星巴克近期在檳城開設首家紀念品店，並取得良好的銷售成績，集團計劃在今年9月於吉隆坡國際機場（KLIA）和吉隆坡市中心開設第二和第三家分店，但聯昌研究認為，基於租金較高，這兩家分店獲利可能不會比首家來得豐厚。

10月推星巴克禮卡

同時，星巴克將從今年10月開始，在全馬便利商店銷售星巴克禮卡。根據協議，星巴克將在未來12個月，每月向便利店銷售總值120萬令吉的禮卡。

調查顯示，在全球星巴克中，大馬星巴克使用星巴克卡償付率高達47%，為全球之冠。

另一方面，成功食品管理層也透露，快速消費品（FMCG）業務發展將在8月中旬更為明確，集團希望能在2016年2月8日達成交易，並啟動相關業務。

聯昌研究指出，假設業務初期，每日銷售3萬瓶，而每瓶平均售價為5令吉，預期星巴克FMCG業務將每年帶來5千萬令吉營業額貢獻。

至於印尼業務方面，成功食品管理層認為當地營運環境比想像中艱難，因此現將以獲利為重，計劃在現財政年關閉10家分店，將分店數量減至40家，以成功轉虧為盈。

Kenny Rogers Roasters（KRR）2015財政年同店銷售額萎縮7%，而今年5月和6月銷售依舊疲弱，7月銷售則有所復甦，但聯昌研究相信總體業務仍舊挑戰重重。

“Jollibean新首席執行員也努力扭轉乾坤，但我們相信效果需時發酵。”

整體來看，聯昌研究相信KRR和Jollibean業務仍需要時間改善營運表現，但星巴克強勁表現將可推動總體業務增長。

“儘管成功食品僅持有星巴克50%股權，但後者儼然已成為集團金雞母，佔2015財政年總營運盈利（EBITDA）的70%，我們相信在集團每年擴張25家分店的腳步，加上紀念品商店和禮卡銷售渠道的擴大，星巴克仍將成為推動集團業務增長的主力。”

不過，聯昌研究認為，在高利息開銷，以及2015財政年首季同店銷售比較基礎高的情況下，不預期成功食品下個月公佈的財報表現將良好，但相信下半年業務表現將有所改善。

“有鑑於此，我們建議投資者｀增持’，目標價3令吉27仙。”（星洲日報／財經‧報導：洪建文）

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成功食品首季净利持平

12/09/201519:18
（吉隆坡12日讯）财务成本走高，成功食品有限公司（BJFOOD，5196，贸易服务组）首季净利微增1.83%。

成功食品向大马交易所报备，截至7月底的2016财政年首季，净利为611万令吉，略高于上财年同期的600万令吉。

每股净利为1.63仙，相比同期的2.18仙。

营业额从同期的3964万令吉，飙升234.06%至1亿3241万令吉。

在另一份文告，成功食品建议派发每股1仙的中期股息，将于10月29日支付。除权和享有权益日分别落在10月13日和16日。

该集团表示，营业额走高主要因为整合成功星巴克私人有限公司所带来的全面效应。后者在2015财年次季成为集团子公司。

展望未来，成功食品指出，令吉兑美元走弱将继续压缩集团赚幅。

该集团说，本财年余下季度的营运环境将充满挑战，加上4月实施的消费税导致消费者信心疲弱。

“鉴于这些挑战，本集团将继续通过成功星巴克强劲现金来源、开设新概念店，并同时从现有业务拓展收入来源，来偿还债务。”【光华日报财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jul 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jul 2015	31 Jul 2014	31 Jul 2015	31 Jul 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	132,410	39,636	132,410	39,636
2	Profit/(loss) before tax	8,945	6,257	8,945	6,257
3	Profit/(loss) for the period	5,500	5,233	5,500	5,233
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,106	6,002	6,106	6,002
5	Basic earnings/(loss) per share (Subunit)	1.63	2.18	1.63	2.18
6	Proposed/Declared dividend per share (Subunit)	1.00	0.00	1.00	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 ($$)	1.0501		1.0538

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Type	Announcement
Subject	OTHERS
Description	Press Release on first quarter results ended 31 July 2015
Please refer attachment below.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4865173

Attachments B-FOOD Q12016_Press release.pdf

icy97

EX-date	13 Oct 2015
Entitlement date	16 Oct 2015
Entitlement time	05:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First interim single-tier dividend of 1.0 sen per share
Period of interest payment	to
Financial Year End	30 Apr 2016
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	BERJAYA REGISTRATION SERVICES SDN BHDLot 06-03, Level 6 (East Wing)Berjaya Times SquareNo. 1, Jalan Imbi55100 Kuala LumpurTel:03-21450533Fax:03-21459702
Payment date	29 Oct 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	16 Oct 2015
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	0.0100
Par Value	Malaysian Ringgit (MYR) 0.500