[Pernah dengar nama BRAHIM?? Kenapa BRAHIM????........ by Dr Nazri Khan]
Buy this great stock. Out of 927 listed stocks in Bursa Malaysia, I believe this local stock is the most promising and may explode 100% within two years. It is not as crazy as it sounds.
Just like Sapura Kencana and Power Root (our best call last year with a gain of 100%), the reason I am confident with this stock is that there is huge earning and sales visibility into their operations. The company business model is pretty straightforward, sales highly predictable & profit steady. Both fundamentals and technicals are convergingly positive. Although dividends are virtually zero, the company rate of expansion are impressive over the last three years.
This stock is called Brahim Holding Berhad (Stock Code : 9474). Latest price is RM2.21.
It is Malaysia’s leading halal in-flight catering company which is owned by Brahim International Franchise, Tabung Haji and Koperasi Permodalan Felda. It provides catering and operates a portfolio of fast food and casual dining restaurants in KLIA and LCCT.
Five quick catalyst why I expect Brahim to run up :
1. Brahim is the leading global halal food player with international halal industry growing 20% a year. There are approximately 1.6 billion Muslims worldwide, more than 20% of the world's population, and air travel demand between USA/Europe/Japan and Islamic countries is projected to increase exponentially. Being the operator of the world’s largest halal flight kitchen, Brahim will get massive opportunities to be third party halal food caterers outside Malaysia.
2. 2014 will be Visit Malaysia Year and 2015 will be declared Malaysia Festival Year. Islamic Tourist should easily swell 30% a year from 5 million last year to 10 million by end 2015. Brahim sales therefore should easily doubled and so does the share price.
3. The opening of KLIA2 will bring at least 10 new airlines and should explode growth of airport passenger traffic. Assuming 10% increase of passenger, Brahim earnings should compound 30% every year.
4. Brahim has a strong political connection with Datuk Ibrahim Ahmad Badawi being the Executive Chairman and majority shareholder of the company. Frankly, this should give extra bullets to Brahim in Malaysia Boleh business world.
5. Finally, the aggressive effort by PM and Government to make Malaysia as the Islamic Economic Capital of the world should strongly support Brahim business model. This mean having a respectable Islamic Banking Hub, Islamic Consumer Products Hub & Islamic Halal Food Hub. If this become a reality, expect Brahim to be easily the global halal F&B giant by 2020.
Just my humble view. Buy Brahim on dips. Hold two years. No contra. Use Affin Trade. Gud luck
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