yap yap's comment on KTC. All Comments

yap yap
2 Like · Reply
看长期,balik papan和kuching 明年第二季gardenia 工厂开始投入运作,提高产能,sabah sarawak 人口有600万。还没算印尼和汶莱人口,有1%的人买gardenia 差不多一天能有18万revenue,一个月500万revenue, 未来一年6000万. 赚个15%,一年都有差不多1000万利润还没算印尼和汶莱。短期波动影响不到长期投资。加上这老板是做生意的,不是炒股票的。从基本面是长期看好ktc. 有10年gardenia经营权。只不过短期财报的一些波动,不影响长期经营。
Show more
Orchipala Tintin
Indonesian population: 277,534,122 people

KTC sees significant growth potential for its bakery products, especially in Indonesia. Two new upcoming manufacturing facilities in Kuching, Sarawak and Balikpapan, each facility will have an approximate manufacturing floor space of 10,000 sq ft. The commencement of these facilities, targeted for July 2024, is expected to increase the number of loaf batches by 200 % to 97,344 batches by FY2025.

Currently, KTC owns and rents 13 warehouses, totaling 350,000 sq ft, which are currently 85 per cent utilised. It also plans to add 140,000 sq ft of warehouse space within the next two years.

It has established a strong distribution network covering brands such as Procter & Gamble, L'Oreal, Nestle, Danone, Kimberly-Clark and more, with 29k stock-keeping units under its portfolio.

Additionally, KTC manufactures and distributes its own bakery products under the brand Creamos.

With more than 85 years of experience, KTC is now a leading CPG distributor in East Malaysia and Brunei.
Show more
1 Like · 10 months · translate
yap yap
面包股在bursa 很少。gardenia在新加玻上市。ktc应该是唯一面包股
1 Like · 10 months · translate
Kim Guan Lee
印尼人口虽然多,但是KTC 目前主要也是注重在婆罗洲吧?那里人口大概1千八百万左右而已,要发展到JAWA岛去的话,估计还需要等吧
Like · 10 months · translate