Posted by zhangliang > 2020-04-30 18:54 | Report Abuse

Ya & business is resilient as essential business

Posted by bsngpg > 2020-04-30 22:00 | Report Abuse

Johotin is one of the very few counters that I added during melt down last month. Will keep it for very long. Already standby more money to buy more if there is price correction. Good luck, all pals.

Posted by Value888 > 2020-05-05 13:59 | Report Abuse

manyak slow

Posted by zhangliang > 2020-05-05 18:31 | Report Abuse

Slow & steady win the race. Few counters I highlighted oredi move up nicely. So don’t worry, Johotin will follow suit

Posted by Happyman123 > 2020-05-06 16:30 | Report Abuse

I smell something is brewing now... :p

Posted by zhangliang > 2020-05-16 16:36 | Report Abuse

Even RHB 2020 small cap jewel TP RM1.84-2.00.

Posted by DailyTrader1818 > 2020-05-18 22:21 | Report Abuse

when mco, no affect on tin industry

Posted by mamatede > 2020-05-19 11:07 | Report Abuse

lower aluminium price higher margin.

Posted by sammofee > 2020-05-21 14:52 | Report Abuse

QR will be released any day now.Hopefully its good

Posted by Happyman123 > 2020-05-24 12:31 | Report Abuse

zhangliang, my TP is 1.75....1.84 and above will be a bonus for me...hehe

Posted by fujiapple > 2020-05-25 00:17 | Report Abuse

resistant at 1.55, need to break 1st before go further.

Posted by mamatede > 2020-05-29 13:48 | Report Abuse

This one wait til neck long long oh...

Posted by sapurakencana > 2020-05-29 13:55 | Report Abuse

this is long term counter,not like glove where u can cash out at the same day.

Posted by TopEarn1 > 2020-05-29 20:51 | Report Abuse

QR when will release?

Posted by sapurakencana > 2020-05-29 21:09 | Report Abuse

will delay as per their report，don't know why ？

Posted by zhangliang > 2020-05-30 01:20 | Report Abuse

Ya happy man, hit 1.75 i oso happy

Posted by Happyman123 > 2020-05-31 21:28 | Report Abuse

Just had a brief view on kawan & power root quarter reports, both companies achieved very good profit. One of the factor is because of the stronger USD against RM. I do really hope Johotin also can achieve a good result due to stonger USD.

Posted by sapurakencana > 2020-05-31 22:10 | Report Abuse

I believe johotin can perform batter,but 1 thing that i concern is the logistic during MCO,still remember ton of container can not move during April & May ,will this factor affect the delivery of material & finish good.?

Posted by dawchok > 2020-06-01 14:06 | Report Abuse

The latest qtr result of F&N indicated that its condensed milk biz was hit as restaurants, kopitiam and mamak stores, which are big consumers of condensed milk, locked down during MCO. Just wish that the impact on Johotin is not as severe of those of F&N. Good luck.

Posted by TopEarn1 > 2020-06-01 19:34 | Report Abuse

i think most of the product are locally source, even aluminium is from Malaysia.

Posted by mamatede > 2020-06-02 14:28 | Report Abuse

Yeo's cans fly off the shelves, and you think Johortin tin not doing well? you must be joking

Posted by TopEarn1 > 2020-06-02 19:04 | Report Abuse

and that is only in MAlaysia, their product is vastly used in overseas as well and you can see the good sales and products of essential foods during pandemic.

Posted by paperplane > 2020-06-04 08:25 | Report Abuse

good stock for longterm. be patient

Posted by sapurakencana > 2020-06-04 13:23 | Report Abuse

paperplane,have u analyst the F& B stock at china SX,may be it wil give you hints to this counter.For me,every crisis,F & B is essential.

Posted by sapurakencana > 2020-06-04 14:03 | Report Abuse

but my concern is the logistic during MCO,still remember ton of container can not move during April & May ,will this factor affect the delivery.2.Malaysia record 1st international trade deficit for April 2020 since 2009.

Posted by TopEarn1 > 2020-06-04 19:51 | Report Abuse

Q1 is reflecting from Jan to March. Lets wait for the QR first. While for April, it is just for a month, and the exporting is fine, just that those cargo stuck at the port required time to clear into Malaysia.

Posted by paperplane > 2020-06-05 12:15 | Report Abuse

no need look far, look at our NEstle, profit continue up one in MCO period, damn solid

Posted by paperplane > 2020-06-05 12:15 | Report Abuse

consumer is always priority in crisis time also.

Posted by sapurakencana > 2020-06-05 12:28 | Report Abuse

but what happen to our canone,1st time show net loss 14 mil,even revenue hit vrecord high.so unexpected.

Posted by angmodan > 2020-06-05 16:42 | Report Abuse

anyone know when their results will be release?

Posted by paperplane > 2020-06-05 17:18 | Report Abuse

GREAT STOCK

Posted by dawchok > 2020-06-05 20:40 | Report Abuse

Canone has disposed its FnB (dairy) biz last year. Not the same with Johotin anymore.

Posted by sapurakencana > 2020-06-05 21:15 | Report Abuse

dawchok, i understand what you mention.What i highlight here is the good company with high expectation,sometime will give us surprise.

Posted by paperplane > 2020-06-06 22:01 | Report Abuse

Mgt is key. Even surprise, they can quickly change, solve problems. Thrs why mgt so important

Posted by sapurakencana > 2020-06-07 11:58 | Report Abuse

hope we choose the right management like Digi,Calsberg,Guiness & DKSH who take care minority interest.

Posted by sammofee > 2020-06-08 23:38 | Report Abuse

I have confidence in this company. Solid management

Posted by Coffin Dance > 2020-06-16 18:20 | Report Abuse

walan le.....1/2 month only MCO only the profit dropped > 50%....cilaka, next quarter mati kudasai terus

Posted by JbHotSpot > 2020-06-16 21:32 | Report Abuse

Next quarter may be surprise oh...heard from FMCG line friend said market is shortage of cans now since most of the can food factories started operating in early of May to meet market demand due to lock down.

Posted by investortrader88 > 2020-06-16 21:48 | Report Abuse

JOHORE TIN BERHAD


An investment holding company, manufactures and sells various tins, cans, and other containers in Malaysia. The company operates in two segments, Tin Cans Manufacturing, and Food and Beverage (F&B). The Tin Cans Manufacturing segment manufactures various tins, cans, and other containers, as well as provides the tinplates printing services. This segment serves customers of various industries in biscuit, paint and chemical, edible oil, and food processing industries. The F&B segment is involved in the manufacturing of milk; and packing and processing of milk powder, and other related dairy products. The company also exports its products primarily to Africa, South East Asia Region, and American Continent. The company was incorporated in 2000 and is based in Skudai, Malaysia.

# Market cap RM 478.10 million

# Last few profit RM 17 million - RM 48 million ( without losses)


# Earning are forecast to grow 8.50% per year.


# Earning grew by 34 10% over the past year.


# PE 9.3


#EPS RM 0.156



# Revenue ( Dec 2019 ) RM 578.679 million / per yr

Earning RM 48.58 million / per yr

Profit margin 8.40%



# Debt 30 June 2019 RM 41.754 million

Equity RM 329.11 million


Debt Level: JOHOTIN's debt to equity ratio (13.7%) is considered satisfactory.



#Reducing Debt: JOHOTIN's debt to equity ratio has reduced from 35.9% to 13.7% over the past 5 years.



# Cash & short term imvestment RM 78.4 million



# Dividend 4.38%


# Current payout dividend to shareholders from earning 41%.



# CEO Mr Edward Goh.56 yrs old.8.2 yrs experience.RM 35,000 compensation annually.
Total compensation ($USD8.20K) is below average for companies of similar size in the MY market

Posted by investortrader88 > 2020-06-16 21:49 | Report Abuse

Top 25 shareholders own 68.14% of JOHORE TIN
BERHAD as on 29 March 2019.

Keng Ng
11.53%

Mia Goh
11.5%

Swee Goh
7.62%

Standard Chartered Bank, Asset Management Arm
6.54%

Genting Perwira Sdn Bhd
3.97%

PMB Investment Berhad
3.8%

Hun Lim
3.39%

Tai Boon Chua
2.98%

Yik Toon Ng
2.01%

Jin Guang Kua
1.98%

Ah Yeow
1.7%

Toh Peng Lock
1.42%

Evli Fund Management Company Ltd.
1.41%

Employees Provident Fund of Malaysia
1.12%

Versalite Sdn Bhd
1.07%

Siling Fong
0.97%

Yock Hua Sia
0.85%

Chee-Kwang Chong
0.67%

Siew Kai Tee
0.65%

Kumpulan Wang Persaraan
0.61%

Teng-Song Ng
0.57%

See Ooi Loke
0.56%

U-Sing Lew
0.52%

Pheim Asset Management Sdn. Bhd.
0.46%

Kamaludin Bin Yusoff
0.25%

Posted by investortrader88 > 2020-06-16 22:09 | Report Abuse

i have been observing this stock for few days.did some homework.Some investors maybe disappointed profit reduce this qr.I hold 27 counters in Klci.Reenter stock market last year on March.Few stocks im holding their recent qr didnt do quite well such as Elsoft, Lc titan, Gen Msia, Genting Berhad but share price didnt went down. instead some went up such as Lc titan.Probably some investors mentality prepare this year many plc will have poor qr .I plan to buy Johore Tin this few days.Wait for bargain.Buying for their future.Hope to learn & know more about this amazing stock Johore Tin from investors here


Life never finish learning.Good luck everyone.

Posted by JbHotSpot > 2020-06-16 22:10 | Report Abuse

Wow look like they haven't put in Mexico factory sales in this quarter.

Posted by vcheekeong > 2020-06-17 08:03 | Report Abuse

announced div 0.7 means RM7 or 70 per lot?

Posted by gemfinder > 2020-06-17 08:21 | Report Abuse

Rm7

Posted by Seafood > 2020-06-17 08:37 | Report Abuse

bodoh
is rm0.007x100 (per lot)
how much is it???
u think company so rich give u rm7 per lot dividend?

Posted by Woolei > 2020-06-17 14:55 | Report Abuse

@JBHotSpot, yalo why no news on Mexico? it just talk about local operation only.

Posted by dawchok > 2020-06-17 17:41 | Report Abuse

a delay in the commissioning of its 40% Able Dairies Mexico plant to 2HFY21

Posted by sftong2000 > 2020-06-17 20:12 | Report Abuse

investortrader88,

Where do you get the information of the top 25 share holders and their respective % holdings?

Thanks

Posted by investortrader88 > 2020-06-17 21:07 | Report Abuse

@ sftong2000.

i get the infor top 25 shareholders from simply wall.later you can try to check the link below.

https://simplywall.st/stocks/my/materials/klse-johotin/johore-tin-berhad-shares

Posted by sftong2000 > 2020-06-17 23:13 | Report Abuse

Thanks much investortrader88 !