小资女向前冲（大马股市）

  Quarter report released date:28 Feb 2017

哇！还可不可以进？？看看下 

Business

- General cans（锡罐和塑料罐）、Food products（乳制品）

- 主要是包装奶粉、饼干、防腐食品和油漆产品等

- Kianjoo and F&B Nutrition is own by Canone

- F&B Nutrition contribute half of group's profit, 该公司在瓜拉冷岳拥有3家工厂及超过500名员工，其食品出口至世界各国。

Financial Performance

- FY 16 revenue increased 4.7%

- FY 16 Net profit increased 7.8%

- Profit margin 9.3

- Borrowing: RM475.486mn,(short term: RM257mn,Long term: RM218mn 不过Loan跟之前比有在下跌

- Cash:RM82.706mn

- Malaysia 73.81%

- Major customer attributed 10% of revenue

Share price

- Current share price: RM3.44

- support level: RM3.32/RM3.19 (3.6%/7.8%)

- Resistance level: RM3.5/RM3.74 (1.7%/8.7%)

- PE:7.65

- Target price at least RM4

Factors that will affect Canone

- Raw material cost

- Foreign exchange rate

Risk

- higher debt

- Low tin price benefit Canone's profit,when tin price increase, profit margin will decrease

Comments

-这间公司需要用到进口原料，马币下跌会加重成本，但是盈利还是有上升，因为成本控制好，好厉害

- revenue 增加也是因为higher sales

News

18 April 2016

- F&B Nutrition manufactures sweetened condensed, evaporated and flavoured milk for clients on an original equipment manufacturer basis.

- F&B Nutrition generates around half of Can-One’s profits

26/4/2016

- F&B Nutrition的30%股份是值 RM 2.8亿，那么它100%的股份是价值RM 9.3亿的！

- 母公司目前是价值RM 8.5 亿的

28/4/2016

-杨明璋也说，F&B Nutrition 去年投资6100万令吉来扩充產能，每年的炼奶產量將因此增加，今年便將验收投资成果

18/8/2016

- 出价4772万(RM47.72mn)买59%股权　冠旺大股东献购马製铝ALCOM (还没有确定)

Reference:

http://klse.i3investor.com/blogs/valuestockresearch/116890.jsp

http://www.investalks.com/forum/forum.php?mod=viewthread&tid=15230&extra=&page=41

http://kongsenger.blogspot.my/2015/03/canone-5105.html