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Overview
Financial Highlight
HeadlinesBusiness Background Nestle Malaysia Bhd is a Malaysian investment holding company owned by Nestle. The company has the following business segments: dairy, beverages, food, Nestle Professional, Nestle Ice Cream, confectionery, chilled dairy, infant nutrition, and health science. The main geography is the domestic market, representing approximately 80% of total sales. The most well-known brands are Nescafe, Maggi, Nespray, Kit Kat, and Milo.
  mf KUALA LUMPUR: Malaysia's total COVID-19 cases surpassed 1 million infections on Sunday (Jul 25), after the country's health ministry reported a record 17,045 new cases. The country's total number of infections is now 1,013,438. 25/07/2021 8:08 PM wallstreetrookie One of the worst performing large cap years. Low Covid resilience score and political risks remain as negative catalyst for Bursa blue chips. Hopefully the recent investment in a plant-based meat manufacturing technology in Shah Alam can turn out to be a major growth story for Nestle Malaysia. The world desperately needs a solution to reduce meat consumption and large companies like Beyond Meat's recent strategic global agreement with McDonald's is likely to usher in a new era of food technology. 29/07/2021 3:09 PM wallstreetrookie Regulatory risks for plant-based meat technology could potentially disrupt the industry. However, if the investment pays off, it could be a very sustainable revenue stream for the company and serve as a major growth story for such a low growth company. 29/07/2021 3:11 PM wallstreetrookie According to The Edge and Nestle Malaysia (April 7), the plant-based facility here is Nestle Malaysia's first such entity within the Association of Southeast Asian Nations (ASEAN) region. "On top of that, we also launched the product (meat-free menu) with South Korean fried chicken restaurant chain, KyoChon, last month," Yit said. Earlier today, it was reported that Nestle Malaysia has invested RM150 million to set up the plant-based meal manufacturing facility here. It was reported that the facility, which is the first in ASEAN and one of the only two in Asia, will cater to the rising demand for plant-based food and will supply local demand as well as exports. On Bursa Malaysia today, Nestle Malaysia's share price rose 10 sen or 0.07% to RM135.60 at 3.46pm for a market value of about RM31.8 billion. Nestle Malaysia has 234.5 million issued shares, according to the company's latest quarterly financial report. 29/07/2021 3:13 PM wallstreetrookie RHB Banking Chief Economist Sailesh K Jha to speak on Bloomberg live at 11 am GMT 17/08/2021 9:38 AM  Colgate 炒股的真相是......80%的零售商跟随鲨鱼。布尔萨鲨鱼只吃鲜肉。 所以不存在二次炒作，因为... 为什么鲨鱼必须帮助那些为鲨鱼撑起支柱的人逃跑？ 26/08/2021 5:03 PM  remomama94 NESTLE (MALAYSIA) BERHAD VS UNILEVER INDONESIA TBK (UNVR) *all price are quoted in Malaysia ringgit (MYR) for easier comparison. NESTLE (M) BERHAD ~VS ~ UNILEVER INDONESIA TBK TICKER :- 4707 ~ UNVR MARKET CAPITAL :- 31.587 Billion ~45.684 Billion P/E RATIO :- 55.36 ~23.91 PRICE-TO-SALES (P/S) RATIO :- 5.65 ~ 3.81 PRICE-TO-BOOK (P/B) RATIO :- 48.11 ~39.25 Total Debt to Equity :- 64.97%~ 117.8% DIVIDEND YIELD :- 1.72% ~4.53% Return on Equity (5 YEAR AVERAGE) :- 97.8% ~135.87% Net Profit margin (5 YEAR AVERAGE) 1 :- 1.82% ~17.72% SHARE OUTSTANDING :- 234,500,000 ~38,150,000,000 LAST PRICE @30/08/2021 :- RM134.70 ~RM1.20 (4130IDR) *apart from the financial ratio above, both company records a consistent n stagnant revenue n profit for the past few years with decent growth. Other then tat both company sells a similar product with superbrand fnb product except unilever slightly diversified which sells personal n homecare product. *in my point of view both company is a good n financially stable, the only matter that concern me is about nestle malaysia valuation when u compare with other similar international brand especially their book value. yes they carry a strong brand along them but dont u guys think its damn overvalue to buy at current price? * on the other hand unilever indonesia where currently selling 60% @ discount where it share a similar situation with nestle previously n now going after its fair value. * from both company which 1 will u choose ? *this is just my personal view, i might wrong pls do correct if i does tq. 31/08/2021 12:43 PM  Michael Kwok Sell Nestle.Overvalue.Predict will be rm 110 range.Buy Ark 46-50 cents.Rm 15k each.Potential new shareholder and new businesses.I predict will shot above rm 1 before Chinese New Year. 06/09/2021 10:26 PM PelitaAlam Nestle sales going down due to expensive products and package getting smaller. Some products catered for local consumption is total junk, for example Maggie Mee. 22/09/2021 5:09 PM MorningGlory123 Skyrocket coming soon since foreign funds are coming back to Malaysia equities. Foreign funds' darling stocks top pick as Nestle, F&N, Carlsberg, Heineken, Dutch Lady , Panasonic, Ajinomoto. https://www.theedgemarkets.com/article/nearterm-outlook-remains-positive-due-stronger-pickup-market-interest-says-interpacific https://www.thestar.com.my/business/business-news/2021/09/30/strong-support-from-foreign-investors-seen https://www.theedgemarkets.com/article/frankly-speaking-foreign-funds-are-back 14/10/2021 8:15 PM Intrinsic99 Why nowadays so many fxxker iddiots keep on spamming all the forum? Why 3iii administrator never take action to suspend this fxxker iddiot account? Posted by oskchoon > Nov 2, 2021 8:35 PM | Report Abuse This September quarter Hartalega EPS is only 27 sens and it is paying 35 sens dividend , did you find any tech company paying like this, only Glove counters dividend yields are the highest compared with other industries even better than banks, Plantation, Banks or tech companies.. 02/11/2021 9:39 PM Sebastian Power that joker visit every counter and shout that 35cents dividend. Maybe that joker cant slep well after bought gloves counter. Not like we hold nestle can sleep well and shiok 02/11/2021 11:23 PM mf WHO says fully vaccinated should wear masks and physically distance as Covid infections surge Robert Towey 25/11/2021 2:20 PM mf Adding to the fears, Regeneron Pharmaceuticals Inc (NASDAQ:REGN) said its COVID-19 antibody treatment and other similar drugs could be less effective against the Omicron variant. 30/11/2021 9:56 PM  James Ng https://klse.i3investor.com/blogs/general/2021-12-14-story-h1595599102.jsp [转贴] [Video:浅谈NESTLE (MALAYSIA) BHD, NESTLE, 4707] - James的股票投资James Share Investing 14/12/2021 9:19 PM mf pay over $11 billion in taxes this year 3 HOURS AGO • Ryan Browne Elon Musk says he will pay over $11 billion in taxes this year 20/12/2021 9:11 PM wallstreetrookie Bloomberg code: NESZ MK Analyst Ratings for Nestle Malaysia Berhad 1 Buys 8 Holds 5 Sells This mother of all blue chips is going to fly all the way to Mars. 18/02/2022 4:25 PM wallstreetrookie Be careful about shorting Nestle Malaysia. A lot of people like to short this stock due to the astronomical price 18/02/2022 4:27 PM wallstreetrookie Nestle Malaysia Berhad upgraded to Overweight with a long term price target of RM180 Investment in plant-based meat technology and total monopoly over local consumer discretionary market to boost corporate earnings throughout 2022. 19/02/2022 1:53 PM RaazzTetsuya my one and only long term counter, pls drop some coz i wan to add more :) 22/02/2022 4:12 PM vale0111 Nestle Malaysia Berhad upgraded to Overweight with a long term price target of RM180 Investment in plant-based meat technology and total monopoly over local consumer discretionary market to boost corporate earnings throughout 2022. 18/04/2022 5:16 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ KUALA LUMPUR (April 26): Nestlé (Malaysia) Bhd’s net profit for the first quarter ended March 31, 2022 (1QFY22) grew 17.14% to RM205.18 million from RM175.16 million a year earlier underpinned by stronger sales, coupled with lower Covid-19 related expenses. The improved results were achieved despite the impact of increased commodity prices, as well as the impact of Cukai Makmur (the prosperity tax), said Nestlé in a bourse filing on Tuesday (April 26). Earnings per share rose to 87.5 sen, compared with 74.7 sen previously. 26/04/2022 4:59 PM stockraider Look at logic mah! Plantation co are trading at reasonable valuation like Pe below 13x....yielding dividend at 3% to 7% pa......and sitting on huge undervaluation of its land assets mah! In the environment of rampant inflation n declining MYR forex....plantation is one of the best proxy to wealth protection loh! Yes...u can say invest in branded nestle loh! But look at the price loh....u really overpay loh! Pe 52x and dividend yield just a magre 1.82% pa loh! Surely u overpay....loh.....plus its earnings growth is not robust at all loh! Plantation....has the capacity its earnings loh! Plus its valuation modest mah! 26/04/2022 5:03 PM Believe3222 aiyo. no money to buy just no money. No need tell grandmother story what PE or bla bla. Rich people buy wont see PE macam Tesla PE 100-200 also buying like tomorrow. Important is happy to buy and sell After attended today AGM, I will hold nestle more tight 28/04/2022 3:39 PM bullmarket1628 Walaoeh, what happened? Super damn hot man Nestle today ! Nestle closed at=> RM134.80 (+RM1.70) (+1.28 %) ! Heng ah, Ong ah, Huat ah ! 31/05/2022 11:30 PM James Ng [转贴] [Video:浅谈NESTLE (Malaysia) BERHAD, NESTLE, 4707] - James的股票投资James Share Investing https://klse.i3investor.com/web/blog/detail/general/2022-07-22-story-h1626911143 22/07/2022 8:58 PM  | |
