sapurakencana

sapurakencana | Joined since 2012-05-28

Investing Experience Intermediate
Risk Profile Moderate

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Stock

2019-01-09 12:04 | Report Abuse

I dont see any big fund come in,only ikan bilis 5000 to 10000 share in n out only. Cold Eye not even recommand this counter for the current period.

Stock

2019-01-09 12:00 | Report Abuse

from which point you discover buyer seem rush in buy,the real fact is buyer and seller volume almost the same,mean that still alot of seller que to sell at current price. Unless the ratio is buyer 3 : Seller 1 and continue for 1 week than confirm quarter report is pretty good.

Stock

2019-01-08 11:05 | Report Abuse

Becareful of strong RM (up from RM4.18 to RM4.11),profit for this year may be reduce. It repeat few time few years ago.RM1.06 still value to hold

Stock

2018-12-27 21:00 | Report Abuse

Article pick from stockcatchers.blogspot
- 市场定位: 由于中高收入市场较难与市场龙头Nestle 和F&N竞争,Johotin专攻中低收入市场(如批发到在乡村地区的Mini Market和杂货店),出口方面目前专注第三世界国家如Africa。

My concern :
This type of statement repeat few time in few previous article.What i concern is if Johotin Brand's
生产浓缩(condensed)和冷凝(evaporated)淡奶产品(both in-house & OEM)和奶粉 still can not compete with Nestle & F&N after 6 year participate in this industry,how to compete with Global competitor? Company need to invest more in R&D and <Marketing in term of Rebrand of their own product>,dont ever become a kampung champian OK. This is why i concern their condensed & evaporated revenue not improve for the 2nd & 3rd quarter of 2018.

Stock

2018-12-27 20:42 | Report Abuse

Article pick from stockcatchers.blogspot
-Johotin认购Able Dairies Mexico联营公司的40%股权可算是低风险且明智的投资。不但可省下一些出口市场的运费,同时也为公司要进军美国市场增添了条件。墨西哥是Free Trade Zone而且比直接在南美设厂来得便宜。墨西哥的新厂预计会在2019年3月被启用,每年产能达80,000 tonnes。据了解,新厂投入运作后,立即可达到收支平衡(40%使用率),因为有来自墨西哥、中美洲以及美国现有客户的订单。墨西哥新厂投运后,可释放大马厂房的20%产能,管理层也有信心即刻填补这额外的产能
my comment
If this statement is true, profit probably will realise 2nd quarter 0f 2020(excluded forex risk).(Pls take note when 1st Right issue raise fund to build new factory during 2012,profit realised 1st half of 2017)

Stock

2018-12-21 11:01 | Report Abuse

Flinstones : Dont compare Apple (DKSH) VS Orange (Insas),is difference industry , management & dividend distribution policy also big big difference.

Stock

2018-12-21 10:57 | Report Abuse

All the product sell by DKSH become a neccesity by middle class income group,unless you are insider told me that coming sales drop 20% ,than i wil change my mind.If this industry no growth means no productivity in this country & GDP wil drop below 4% by next year.

Stock

2018-12-19 10:10 | Report Abuse

If u r truly invest like your name, you must encourage people to start buy now n not like speculator always dream lower price.every counter have their own value ( Calsburg,Digi) ,dont expect this counter will equivalent to FGV,POS ,TELEKOM ,MYEG or GKENT.unless you r substatial shareholder like Kyy may be u can press down the price become nil.

Stock

2018-12-19 10:00 | Report Abuse

yes. If keep on droping i wil continue accumulate. Unless u have insight new that this counter profit wil drop drastic,than may be i wil change my mind.

Stock

2018-12-17 20:43 | Report Abuse

why when price drop,this counter no body comment,dont you think is a good chance to accumulate at lower price when all of you predict the coming quarter profit wil hit another record.

Stock

2018-12-15 15:22 | Report Abuse

it depend on the coming qtr report & the progress of the Maxico new factory,anyway i already hold for 8 years time (never sold even 1 lot)

Stock

2018-12-15 11:46 | Report Abuse

My TP RM1.35 by 31 Dec2018 (if investor confidence on this counter) before it can growth higher n higher by next year. I dont have so great confidence like Bonzema72 (Dutchlady), i rather this counter annual turnover wil grow year by year. I ' satisfy with the dividend that i received pass few year.

Stock

2018-12-07 18:59 | Report Abuse

Any reason remove DKSH from syariah list. With annual turnover 5-6bil,and constant dividend 8-9 cent per year,i wont believe fund manager wil sell this counter.only those Sohai who dont know investment will keep on selling this counter. PE 8 means within 8 years time,you can get back your investment. Think yourself before invest.

Stock

2018-12-01 22:40 | Report Abuse

Outlook (Fr TA)
We believe that FY18 revenue is expected to be driven by: i) ramping up of capacity in the milk-repackaging factory from 25% to 35% utilisation rate; ii) increase in demand for milk-based products domestically and globally as well as; iii) higher sales from printing services in the manufacturing segment.

Management guided that price of raw materials i.e. tinplates are expected to be less volatile hence providing more stability in market. Sales growth is expected to be driven by increasing demands from the biscuit industry, edible oil industry and printing services.

F&B segment performance is expected to be resilient in 2H18 and FY19 with Ringgit expected to be weaker therefore supporting export sales. Note that 70% of F&B sales are exported to Asia, Central America, Europe and Africa.

If Johotin Can fulfil this 3 condition, i believe share price can break new high .

Stock

2018-11-30 22:33 | Report Abuse

Stock_investor : just for your notice,Johotin had been build a new production line during 2012 to 2014,but the production/sales only pick up during 2016-2017.Hope this wont happen this time.2 concern is due to the factory build at Maxico, few circumstances like their business policy, tax , foreign exchange ,trade war within US N Maxico are unforseeable.
3. Doubtful debt happen few time in this company,hope it wont happen again.

Stock

2018-11-29 16:38 | Report Abuse

selling and distribution cost is lower about 2.2 million or up to 4 million is small matter,what we concern is whether the last quarter order will increase or not.If the answer is yes,then i will keep on hold this counter

Stock

2018-11-29 16:35 | Report Abuse

Target invest,how many you buy today?since you so confidence on this counter future

Stock

2018-11-29 10:43 | Report Abuse

see til now selling percentage is 62%.it seem like weak market nobody want to hold stock

Stock

2018-11-28 19:41 | Report Abuse

see when no doubtful debt,the result so pretty.If this trend without doubtful debt can go for 2 more quarter then RM3 wish by Targetinvest may be realise.

Stock

2018-11-28 18:58 | Report Abuse

sure or not.targetinvest rm1.2.this atom boom so powerful can up 30%.dont forget who loss within rm1 to rm1.4 will sold out their share when price reach their target. can u absorb this volume or not.i guess u can as your tp is rm3 within 1 1/2 years

Stock

2018-11-28 18:50 | Report Abuse

cheers.1st quartet profit after 6 years loss

Stock

2018-11-28 18:04 | Report Abuse

Target invest today you can goreng Kenny Roger already.

Stock

2018-11-28 17:42 | Report Abuse

Wah,Net profit 12.6mil,Target invest so what you target now RM3

Stock

2018-11-27 18:34 | Report Abuse

Sure or not. Nearly 80% of company declare Quarter report today incurred loss /profit reduce more than 50%,so what do you think about Johotin

Stock

2018-11-27 13:17 | Report Abuse

oh,oh, after ex-date of right issue,share price may be drop to 5o cent

Stock

2018-11-26 13:45 | Report Abuse

Target invest,dont happy so earlier,who know Roger123 may be win at the end of the show.

Stock

2018-11-24 09:29 | Report Abuse

roger123 ,you r welcome start to fight back,now is the good time to push this counter to 70 cent,am i right.

Stock

2018-11-23 17:03 | Report Abuse

factory expansion will start to bear fruits probably 3rd quarter of 2019 onward,if not price will keep on this level or may be lower

Stock

2018-11-23 16:27 | Report Abuse

I wonder why cold eye keep on buy in Jtiasa (10mil share) instead of Johotin.This counter had beed hold by him 3 years ago.

Stock

2018-11-23 16:21 | Report Abuse

Targetinvest,sure or not TP RM3.You never regret what you said now within 2 years time like GCB?

Stock

2018-11-23 16:18 | Report Abuse

where is roger123,scare by targetinvest to belanja him old town coffee. Or secretely buy in Johotin to support Targetinvest

Stock

2018-11-22 20:00 | Report Abuse

buyer reluctant to enter this counter
RSI(14) Neutral 58.2
Stochastic(14) Overbought 92.9
so how to push up the counter when market sentiment is very down.
Today volume only 59400share.so thin volume

Stock

2018-11-21 10:36 | Report Abuse

who know? this always happen in this counter.dont guess,find the real fact/some one who are working in this company

Stock

2018-11-20 18:40 | Report Abuse

we need to wait tomorrow opening bell,whether this counter can tahan DJones drop effect or not?and how many people willing to invest at this level even thought is consider very cheap. PE 12

News & Blogs

2018-11-19 23:16 | Report Abuse

如果以公司1.20令吉股价对比股息8-13仙,this is wrong statement.for the past 2 years dividend only 6.5 cents instead of 8-13 cents per year.If right issue increase Paid up capital fr 550mil to 1.65bil,we assume the dividend after right issue should be 6.5 cents divided by 3 = 2-2.5cents per year/share.This stil not take into account of share price that we brought in within RM1.20 to RM1.60 during 2012-2017.
Is it worthy to invest.

Stock

2018-11-19 22:59 | Report Abuse

so Targetinvest,your TP for johotin is it same with GCB RM3,i support.But becareful

Stock

2018-11-19 22:44 | Report Abuse

Profit reduce due to exchange loss is acceptable.

The Power and Machinery segment’s revenue contracted by RM32.3 million against the
corresponding quarter affected mainly by softer demand for valves and flow regulators and a
lower volume of turbine related work orders for exchange engines and ancillary parts and
services, offset by higher orders for retrofit projects.

Management need take more aggresive strategic to improve the revenue,instead of too dependent on Petronas contract. In tis high competetive industry,who are not technically compatible wil gradualy out from this industry.Remember,now we are in the Industry 4.0 AI rather than labour incentive.
Dont ever give excuse softer demand for valves and flow regulators and a
lower volume of turbine related work orders for exchange engines and ancillary parts and
services,

Stock

2018-11-19 09:35 | Report Abuse

roooom,engine start

Stock

2018-11-16 18:40 | Report Abuse

Targetinvest if your target is so low RM1, sure the price wil back to 85 cent in short time due to rotation play by the speculator. faster lift up your TP to make Roger regret.

Stock

2018-11-14 22:52 | Report Abuse

without posh,sure profit will up due to disposal of posh, cash in

Stock

2018-11-11 14:55 | Report Abuse

mflour quite similar with his brother LAYHONG.both of them annouce big projection, after 2 years both incurred loss.very sad

Stock

2018-11-11 14:51 | Report Abuse

1 thing is very sure,poultry will continue incurred loss due to this industry is not their profession,when he continue dump money to this section.finally u wil see the result is ???

Stock

2018-11-08 18:21 | Report Abuse

so bad result. current 2017
Cash and cash equivalents 199,555,000 257,768,000
Trade and other receivables, including derivatives 404,694,000 373,132,000
Inventories 510,078,000 493,018,000
Loans and borrowings 127,244,000 76,194,000
Loans and borrowings 1,056,091,000 883,121,000
how to continue support this company at RM1.
Now my TP 0.89 by Dec2018

Stock

2018-10-22 18:38 | Report Abuse

why this datuk keep on seling like held.is it also 1 of the umno crony like myeg,datasonic presbhd

Stock

2018-10-15 12:05 | Report Abuse

now oil price is on the up trend,so what your target to enter market.dont forget US wil execute /enforce the order to stop buy oil from iran within 2 week time. so you only have 8 day left to collect this stock.

Stock

2018-10-04 18:48 | Report Abuse

target invest,i support u,may i know since when you invest in this counter. any other counter you will invest & hold for more than 3 years.

Stock

2018-10-04 17:59 | Report Abuse

yongch i support u for your experience in O & G.

Stock

2018-10-02 10:29 | Report Abuse

this dato kamarul, is it umno man,why sold his position so aggressive,

Stock

2018-10-01 22:54 | Report Abuse

JJTAN,look like you so excited,intend to sell now or wait after break RM1.30 than yongch sure will belanja u .be patient.