【行家论股/视频】Farm Fresh(FFB,5306,主板消费股) 放眼市占达75%
分析:大华继显投行
目标价:1.82令吉
最新进展
Farm Fresh(FFB,5306,主板消费股)出价1824万1366令吉,收购芙蓉占地8.05英亩的工业土地,计划用来在中部地区建设新生产中心。
新厂建设将提高公司现有乳制品与植物类产品的产能,及带来新相关产品。
本地知名牛奶公司Farm Fresh
行家建议
今年头上市的Farm Fresh,继续扩大本地市场份额,其冷冻鲜奶及常温鲜奶的市占率,已经分别达到54%和48%。
依靠着创新产品、优良产品素质,以及充满竞争力的定价,该公司放眼未来获得高达75%的市占率。
Farm Fresh还准备进军奶粉制造业,此市场价值高达23亿令吉,较即饮牛奶的21亿令吉市场更高。
靠着Farm Fresh已建立起的品牌和销售网络,我们认为进军更广阔的牛奶市场,是一个非常具有吸引力的机会。
在生奶成本大幅提高的环境下,Farm Fresh将透过提高售价来转嫁成本;不过其提高售价的步伐还是较竞争对手来得慢。
我们继续看好这家本地奶制品公司拥有高成长前景,维持“买入”评级,以及1.82令吉目标价,相当于2023年的预计30.5倍本益比。
若能进一步进军主要出口市场,并维持稳定赚幅,Farm Fresh的估值或可上看雀巢(NESTLE,4707,主板消费股)(51.6倍本益比)和全利资源(QL,7084,主板消费股)(48.8倍本益比)等优质消费股估值。
Farm Fresh股价走势01/07/22
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91farm-fresh-%E6%94%BE%E7%9C%BC%E5%B8%82%E5%8D%A0%E8%BE%BE75
Singapore Investment
-
-
3 Singapore Stocks to Watch for in April29 minutes ago
-
-
-
All that Glitters Is Gold9 hours ago
-
-
Portfolio (March 30, 2024)12 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
5 Singapore Stocks Under Pressure23 hours ago
-
-
QAF #77 - 2023 Annual Report1 day ago
-
-
-
-
-
The Secret To Investing1 day ago
-
-
-
-
-
-
-
-
-
-
The Green U-Turn3 days ago
-
-
-
Week Ahead4 days ago
-
Burnt out!4 days ago
-
-
-
-
Feb 2024 Expenditure4 days ago
-
-
-
-
-
-
-
Not Worth It6 days ago
-
Trip to Legoland6 days ago
-
-
-
-
-
-
-
-
Starting Our Second Property Cycle1 week ago
-
-
-
Position Update1 week ago
-
-
Finance Investment Movement 431 week ago
-
-
-
-
MAS Singapore Gold Vault2 weeks ago
-
-
Gaining And Holding2 weeks ago
-
-
-
-
Book Giveaway- Winners2 weeks ago
-
-
ICYMI: Corporate Connect with Singpost2 weeks ago
-
-
Just sold at record high!3 weeks ago
-
-
-
-
-
-
-
-
-
Monthly IBKR Update – Feb 20243 weeks ago
-
-
Feb 2024 Portfolio3 weeks ago
-
Rethinking my financial targets for 20243 weeks ago
-
-
-
-
Summary of February 20244 weeks ago
-
Portfolio -- Feb 20244 weeks ago
-
The Market Is A Scam!4 weeks ago
-
-
-
-
-
-
-
-
-
-
-
Today’s Deal of the day – Max Miles5 weeks ago
-
-
Options Trading Journal Jan 20241 month ago
-
-
-
-
-
-
-
-
-
-
-
End of 2023 Review2 months ago
-
-
Year 2023 DIYQuant Portfolio Performance Report2 months ago
-
Monthly Summary of November 20233 months ago
-
3 Simple Poker Strategies for Beginners3 months ago
-
Migration of website4 months ago
-
-
Abandon REITS?4 months ago
-
-
-
-
-
-
-
-
-
August 2023 Portfolio Updates6 months ago
-
-
-
-
Hello SP Group, I'm Back!9 months ago
-
-
-
-
I am in debt9 months ago
-
A New Light10 months ago
-
-
-
-
-
-
-
Demoralized1 year ago
-
2022 Thoughts, Hello 2023!1 year ago
-
Series of Defaults for Maple Finance1 year ago
-
Takeaways from “Sea Change”1 year ago
-
-
Greed is Coming Back1 year ago
-
-
-
-
-
-
-
-
-
-
-
What is Overemployment1 year ago
-
-
-
-
-
-
-
-
-
-
-