Skip to main content

Posts

Showing posts with the label F&B sector

Featured Post

Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Empire Sushi Owner Targets RM770m Valuation in RM254m IPO Expansion Push

Empire Premium Food Bhd , the operator of the  Empire Sushi chain , has launched its  Main Market IPO , aiming to raise  RM254 million  to fund aggressive expansion across Malaysia. IPO Details and Valuation The offering is  indicatively priced at 70 sen per share , implying a  market capitalisation of RM770 million  and a valuation of  20.3 times FY2025 earnings . RM152.6 million  will go to the company RM96.3 million  will be raised by existing shareholders (founders) Listing is scheduled for  April 17 , with pricing on  April 7 For FY2025, the group reported: Net profit:  RM37.9 million Revenue:  RM235.6 million Expansion Strategy Drives Growth Story A key IPO driver is Empire’s  aggressive outlet expansion plan . The group aims to open  56 new outlets over the next three years , focusing on  high-traffic locations  such as: Shopping malls Airports Transit hubs More than  51% of IPO proceed...

Boycott Shadow Still Weighs on Berjaya Food Despite Narrower Losses

Quick Summary Boycott pressure remains a key overhang  on  Berjaya Food Bhd , despite recent operational improvements Losses are expected to persist for several years , according to  CIMB Securities Same-store sales improved , but competition and rising costs could weaken 2HFY2026 “Reduce” rating maintained  with a target price of  20 sen What CIMB Is Saying CIMB Securities warned that  ongoing local and nationwide boycotts  continue to cloud Berjaya Food’s outlook, even as the group posted  narrower quarterly losses . While  1HFY2026 results met expectations , the research house expects  a weaker 2HFY2026 , citing: Intensifying competition  in the F&B space Higher operating expenses , particularly from marketing and promotions needed to defend market share Key risk:  Any aggressive promotional push could  further strain margins . Financial Snapshot (2QFY2026) Net loss:   RM11.9m  (vs  RM14.6m  in 1...

China Snack Maker Turns to State Help After Deep Price Cuts Amid Deflation Pressure

Bestore Co. , a premium Chinese snack company, is selling a 21% stake to a  local government-owned firm  after  cutting prices by 45%  to stay competitive — a move that reflects the growing toll of China’s deflationary squeeze on private businesses. What Happened: Ningbo Hanyi Venture Capital, Bestore’s largest shareholder (>35%), and another investor will transfer 21% of shares to a government entity. The deal is worth  1.05 billion yuan (RM620.67 million) . Once completed, the  local government will become Bestore’s largest shareholder . Why It Matters: Bestore, known for dried fruits and puffed snacks, was the  first premium snack retailer  to list in Shanghai (2020). Revenue has declined since 2022, with expected  1H 2025 losses exceeding 75 million yuan . A  price war  has ravaged China’s F&B sector, forcing brands to slash prices unsustainably. Deflation Fallout: Intense competition has hurt multiple industries — from s...