3 vs ???

2 vs 0.4.....2.5 vs 0.54

Why so hurry? Lots of new shares for Lelong on 17 Nov....

Hope it wouldnt go into hibernation again....

Focus on the Milk Brothers, Canone n Johotin

From Icon8888 this morning:

Yesterday F&N released its September 2015 quarterly report. Its Malaysia dairy division (which manufactures condense milk, same as Johore Tin) reported revenue of RM271 mil, 7% higher than June 2015 quarter's RM253 mil.

However, operating profit jumped by a massive 57% from RM19.97 mil to RM31.4 mil in the September quarter.

Operating margin for that division improved from 7.9% to 11.6%.

F&N attributed the strong performance to low raw material cost.

Revenue increased by 7% but operating profit jumped by 57%????????

What will happen to Johotin in Q3?????? Seems like my earlier estimated EPS of RM0.09-RM0.10 is very likely...or could it be higher??

So fast go NZ drink tea oreadi? Not even Rm2.50....

WB is the meat lah

Richkid also

EGM on 12 Nov

Posted by Superb99 > Nov 3, 2015 11:49 AM | Report Abuse

very high PE now

After Q3 result in End Nov then u will see how high is their PE then

WB n WC's exercise price maybe adjusted down from RM0.10 to RM0.05, following the Par Value Reduction

WB sounds yummy...after the Par Value Reduction

Show time

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4908933

But off course, only if u believe in Johotin's susu story in 2016/2017

Leverage play of Johotin-WA

Maturity Date : 21/11/2017 (about 2 years to go)
Exercise/ Strike/ Conversion Price : MYR 2.28 (in the money now)

Johotin-Wa closed at RM0.50 yesterday (traded at premium 19%) while mother closed at RM2.33.

Assuming u bought both mother n son at closing prices yesterday (RM2.33 n Rm0.50), your potential return will be as follows when mother touch RM3.00, RM3.50 n Rm4.00.

(Assuming WA trades at premium 10%-15%)

1.Mother TP RM3.00 (Return around 28.76%)
WA TP RM1.02-RM1.17 (Return around 104%-134%)

2.Mother TP RM3.50 (Return around 50.21%)
WA TP RM1.57-RM1.745 (Return around 214%-249%)

3.Mother TP RM4.00 (Return around 71.67%)
WA TP RM2.12-RM2.32 (Return around 324%-364%)

As u can see, Wa shall generate a much higher return than mother should prices continue to surge.

Sounds too good to be true?? Maybe OTB can share with you on his very happy experience of Hevea-WB.....

http://klse.i3investor.com/servlets/pfs/41947.jsp

Run...

See tmr...

Sure or not....

Share consolidate

XOX BHD

EX-date 13 Nov 2015
Entitlement date 17 Nov 2015
Entitlement time 05:00 PM
Entitlement subject Share consolidate
Entitlement description Entitlement date to determine the shareholders of XOX Bhd ("XOX" or the "Company") who will be subjected to the consolidation of two (2) ordinary shares in XOX of RM0.05 each into one (1) new ordinary share in XOX of RM0.10 each ("Share Consolidation")

PE 12 is good 15 is better...

LOL.DLady PE 24, Johotin PE 7+...Hopefully Johotin can trade at PE 12...

Do your homework on Johotin. If u are convinced by it's prospect in 2016/2017, buying Johotin-Wa can be very rewarding if mother can touch RM3 and above.

From OTB on Oct 22, 2015 12:05 AM | Report Abuse

Do not worry when this stock is breaking new high in price.
Thank you.

Last but not least, maybe it's time now to change yr name to Johore Nie (Dairy) and transfer to Consumer Sector instead of the existing Industry. It will be more reflective of your core biz.

From 2016 onwards, the Tin N Cans biz may only contribute less than 20% of your total sales n profit.

Besides, market likes Milks more

You should not n shall not trade below PE 10

Push the price to Rm3-RM4 then, after Ex (say 4 or 5 for 1 n free Wa etc) push to RM1+...then u will see lots of new supporters buying "Cheap" Johotin. U can increase yr wealth more than double in 1-2 year's time. It's waste to see Mr.Goh n Dato Kamaludin selling their shares cheap cheap while they can sell high high...

Make Johotin a RM500 million market capital Co, u certainly BOLEH...Show us your real real profit in 2016/2017...RM40-RM50 Million net profit...Dont be shy....

Paid up capital is only 93,305,333 shares @ Rm1.00. As at 30 Apr 2015, 30 major shareholders own around 71.93% shares. Not much of free float and not easy for somebody to acquire in big quantity.

I will take a bus to go to Senai next year to attend their AGM. Hopefully to see somebody to propose to the management on Bonus issue/ Shares Split and also free new warrants.

Sounds familiar??? Deja Vu

From OTB.

Oct 24, 2015 12:50 AM | Report Abuse

If you are a trader and you believe in TA, share split and bonus issue will improve liquidity or trading volume. Institutional investors are interested to invest in liquid stock.
All these corporate exercises will help to improve or push up the stock price.
Results showed in Hevea, VS, Liihen, Pohuat and many others. I always believe in result only.

I do not care it is white cat or black cat, can catch a rat is a good cat. I want a good cat only.
I always try to improve myself everyday, I am always flexible to learn from anyone who can show result. I am a practical person. I invest in stock market is to make money.
Thank you.

Bro Icon8888 gave a TP of RM2.50 within 6 months.However, price closed at RM2.19 on yesterday and we still have 4 weeks to go before Q3 result in End Nov.

With the bullish sentiment on Milk Plays (Canone n Johotin) since early Oct with unseen heavy trading volume in these 2 rather low profile stocks, are we going to see RM2.50 sooner than our expectation, maybe even before Q3 result is out?

Q1 EPS RM0.0427
Q2 EPS RM0.0716
FH 2015 EPS RM0.1143

Sales revenue n profit contributed from Tins n Cans is rather stagnant.

However, sales revenue n profit from Milks Products has increased a lot this year. In FY2014, sales from Milks Products is around RM226.8 Millions and PBT is RM7.1 Millions. As for FH 2015, sales from Milks Products is RM163 Millions n PBT is Rm12.5 Millions. If we annualised the figure, we may see a full year sales of RM326 millions, which is a whopping 43.74% increase as compare to 2014. Their profit could be higher thanks to the weakening in RM n raw material prices.

Thus we are likely to see a higher profit in the coming Q3 result. I personally believe a EPS of RM0.09-RM0.10 is possible in Q3 and also in Q4.

If that materialised, we will have a EPS of RM0.30+ for Johotin in FY2015. At current price of RM2.19, Johotin is traded at PE of around 7.

What will be their prospect in 2016? With the full operation of their new packaging plant for milk powder,on top of the strong growth in their existing condensed milk products, I think a EPS of RM0.40-RM0.50 is likely. But most importantly, hire more QC, Jaga Kebersihan....dont create another heart attacking quality issues...pls...

Again a big TQ to Bro Icon8888, thanks for yr kind effort to promote Johotin again n again...while Johotin was in low price level

Lol

Let me know if u want somebody to help u count money....

Posted by David Koh > Oct 29, 2015 07:07 AM | Report Abuse

Watch on WB, good chance to move up while mother is up, and return percentage is huge!

Yum yum...

Very hardworking.....but without action from Boss it will not move even u post 1 million times here

Shall b sooner than yr expectation

Market needs milk....

Canone up up up, Johotin leh?

6 times of new shares...simple economy theory of demand n supply...likely to have some selling pressure

The catch is what will be the mother price upon listing of 6 times of new shares in Nov only

2 vs 0.415
2.2 vs ??
2.5 vs ??

Lol

With all the sexy ingredients around...PE less than 10, strong biz growth, earning USD.....

Again, must have promoter like OTB n Koon Koon etc...then can cook the same way like Hevea, VS etc in 2016/2017

Thats why people is willing to pay high premium for son

What if their EPS goes higher in 2016,say RM0.35-RM0.40? Then mother goes RM3-Rm3.50??

Haha...we shall know then...

What will be the price of son when mother touches Rm2.50?

Yr TP RM2.50 may comes earlier this year