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2017-04-28 12:32 | Report Abuse
Keep accumulate this counter. I believe it is too cheap based on the result of last two Q. If Q3 EPS come in at 4c the market is expected to upgrade this and push the share price up. TP $160
2017-04-13 16:22 | Report Abuse
fire sale. should rebouce before close
2017-04-11 16:09 | Report Abuse
The revenue for 2017 is likely to double and so expect the results to be much better than last year. Short term TP 30c
2017-04-11 14:47 | Report Abuse
correct. that's why I said it go into the stronger hand. I bet it will resume its upward move soon
2017-04-10 17:04 | Report Abuse
The shares were passing from weak hand to strong hand. I suspect it will resuming its upward trend.
2017-04-07 11:58 | Report Abuse
The bonus issue is positive for the company. They are trying to bring the price down to encourage participation and increase the pool of shares that are avaiable for trading.
2017-04-06 17:08 | Report Abuse
I just flew from Sydney to Singapore yesterday and I started to pay attention to the LED light used in the plane. There are quite a few LED lights in a plane. The margin for the plane LED is expected to be very high as I was involved in the airline business some years back. I would expect it to be the same. The trick is getting the contracts. I do not think the company would blindly go into it without doing some research and knowing that they can compete in that area.
2017-04-06 17:04 | Report Abuse
Normally if nothing adverse after UMA the share will resume its upward trend. I expect them to say that they have nothing to report. So long as the coming Q EPS is 6 to 7c the share price will fly again.
2017-04-05 12:34 | Report Abuse
I bought more last night when the market close. Time will tell
2017-04-05 10:13 | Report Abuse
I doubt very much that it will go below $3.60 based on the volumn and the way it was push up to. I tend to agree with James that the share price will propel towards $5.
2017-04-04 16:57 | Report Abuse
@sifu Venfx I started to accumulate JCY at 61c yesterday
2017-04-04 16:55 | Report Abuse
James you are not too far out. If last Q earning come in at 7cps, It is very likely that it will head to $5.04 based on EPS of 28cps and PE of 18. If JHM continue to grow the way it did last 5 Q then obviously $7 is possible.
2017-04-04 10:26 | Report Abuse
@Sifu VenFx check out JCY. I suspect it has turn the conner based on last Q results. If the result for latest Q come in the same the share price will run.
2017-04-04 09:54 | Report Abuse
This share has always been too cheap. It is catching up and its not behaving that way without a reason.
2017-04-03 18:31 | Report Abuse
I suspect 1st Q results must be good. If it come in at 6cps the share price might head straight to $4.32 or higher.
2017-03-30 15:20 | Report Abuse
I believe 70% of the shares are held by major shareholders meaning that only 30% are available on the market. With the company out performing quarter after quarter with an aim to list on the main board, I am confidents that JHM will out perform again this year.
2017-03-30 15:09 | Report Abuse
Keep accumulating. If the profit for next Q maintain or higher than last Q it is likely to head north of $3.60 based on EPS of 20 to 24 c
2017-03-10 10:28 | Report Abuse
sold all my Penta to buy JHM cos JHM got too cheap
2017-03-10 10:27 | Report Abuse
that's right but I am holding on to it.
2017-03-10 10:21 | Report Abuse
You are right Ryls. well you can see that the price is back up this morning.
2017-03-10 10:19 | Report Abuse
Probably JHM. but the whole market might see it as bad meaning that on the whole the market might be weak
2017-03-10 10:11 | Report Abuse
Keep an eye on market next wednesday, The increase in FEB rate might affect the market
2017-03-10 10:08 | Report Abuse
as it keep ourperforming my forecast. Now I am accumulationg Johotin. It is another counter that has been out performing my own forecast. With the release of NZ milk powder in 2017 I expect it to outperform again.
2017-03-10 10:04 | Report Abuse
By the way the very first parcel I bought was at 47cent
2017-03-10 10:01 | Report Abuse
I got into JHM cos of our good friend sifu Venfx's recommendation. Being an ex CFO of listed company, I decided to investigate JHM and do my own forecast. This is an amazing company that is growing at quite a fast pace. It certainly have a story to tell. before long JHM will be on the Main Board. Thanks to sifu Venfx. I am very grateful his recommendation.
2017-03-10 09:53 | Report Abuse
anything below 2.70 is fire sale...
2017-03-10 09:49 | Report Abuse
Just added 30k to my portfolio this morning
2017-03-10 09:48 | Report Abuse
Some short term buyers iare unloading these two days. I could see the support there this morning. I would keep accumulate on weakness. My conservative forecast based on PE 15 value this share at $3.60. 9 months ago I value this share at $2.20. The last three Q results have all exceeded my forecast. I expect the same to happen this time.
2017-03-07 17:58 | Report Abuse
I am accumulating. still too cheap fundamentally
2017-02-23 16:03 | Report Abuse
Hi VenFx hope everything is going well with your investment. I still got my JHM. It was well worth holding on. Thanks for your tips on this one. May the year of the rooster bring you many return.
2017-02-23 10:10 | Report Abuse
The latest quarter result shows that Johotin can maintain its margin under the current environment. With their NZ milk product coming on line this year, I am expecting the revenue to increase and margin maintain. Some of you are worry about the dilution. Assuming that all warrant were converted today the NTA would be $1.46 and the EPS would be 14.72 assuming no grow in revenue. Bear in mind that the $52m injected into the company from the conversion of warrant will reduce their cost of loan and depending on what the company spend the money on, it might increase efficiency and productivity of the company. Foundamentally, I believe it is still far too cheap. I would continue to accumulate on weakness with a TP of $2.00
2016-12-06 09:18 | Report Abuse
keep colcting. definitely too cheap with PE under 7. TP $1.20 at PE=10 conservatively.
2016-12-02 15:27 | Report Abuse
NTA $1.74 with PE=5.09 is far to cheap. Accumulate on weakness. Assuming conservatively 2017 earning of 22c @ PE of 10 the TP would be $2.20. I would continue to accumulate on weakness.
2016-11-28 15:50 | Report Abuse
As such I am unable to accurately forecast its 2017/18 years results.
2016-11-28 15:47 | Report Abuse
Fundamentally JHM should trade at forecast PE of 15 to 22 as it is a growth stock. On this basis the TP would be $2.25 - $3.30. In June I forecast that JHM would hit $2 by mid January. Look like its on its way. As JHM is in export business, the lower exchange rate would favour JHM. The risk however, is the order from US and the imminent Trump's import protection policy. Unlike last year, JHM did not disclosed its order from overseas for 2017/18 year.
2016-10-27 10:07 | Report Abuse
The latest results should be reasonably good after the provision for redundancy otherwise they would not declare a dividend.
2016-10-27 09:56 | Report Abuse
It's ok those are profit taking. I am increasing my holdings.
2016-10-27 09:48 | Report Abuse
Result will be out next week. Expect at least EPS of 4c or more.
2016-10-13 17:40 | Report Abuse
Weakening RM! 4.215 All export company will be benefiting
2016-10-06 16:51 | Report Abuse
keep accumulating. Too cheap fundamentally. Hopefully, it will run like mycron soon.
2016-10-06 10:23 | Report Abuse
Take care bro. From fundamental point of view this counter should be trading at 12 x forecast PE ie no more than $1.03 assuming that Dec 2016 profit will be in the region of $23m. I suspect no more dividend for this financial year given that it need $50m to reinvest into automated processing system this year to enable production to begin in the second quarter of next year. The market seems to have gone ahead of itself and price the share well alhead of it Dec 2017 profit.
2016-10-05 10:38 | Report Abuse
If what the CEO said about the sensors shipment and the laser headlamp is true and correct the bottomline will improve in the first half of next year. As the CEO did not disclose the margin and the order they have receive, there is a risk that the company might not be able to achieve $70m bottomline next year.
2016-10-05 10:24 | Report Abuse
@Cytew How did you work that out? From Technical point of view? From Fundamental point of view the forecast EPS for the year ending 31 Dec 2016 is likely to be in the region of 8 to 8.5 cents. The PE is 44 at the Current market price of $3.76. It means that the current maket price is well over price especially, when you considered that the NTA is only $1,01. It appears that everyone is buying on the assumption that the profit will return to $65 to $70m in the very near future.
2016-09-30 17:36 | Report Abuse
The reduction in short term loans and inventory couple with increase in cash has strenghten the balance sheet somewhat. Although there will be some challenges ahead in term of steel prices, I believe the strengthening of its balance sheet will help it cushion any down turn in demand.
Stock: [JCY]: JCY INTERNATIONAL BERHAD
2018-01-03 10:26 | Report Abuse
What's happening? why a price spike today? anyone know???