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.
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.
Sure bear come if not where got so cheap for you to collect? Haha you dreaming ah ? Better and better performance and share price drop and drop . Where to get ?
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.
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)
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.
Johotin just repackage the milk powder only... Able Brand really not much people drink at all. but 3rd world country/ poor family they dont care much, as long as cheap.
Yea johotin is not going to head to head market with nestle and such but target on lower income market segment which do not care much on marketing and branding. So indirect also save marketing cost no nid hire a lot of high paying models and such
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
yeekarwai 95
3,967 posts
Posted by yeekarwai 95 > 2018-12-14 10:29 | Report Abuse
Big selling pressure