Maybe someone should suggest to Johotin, if Can1 is not selling its dairy unit, maybe Johotin should approach KWAP to sell its 30% in Able Dairies......just a thought....
LOL, You dont see the value does not mean that other people dont see the value too. Once Can-One is fully valued, this counter has its potential too. Afterall, its business mirror those of Can-One. May be the management need to be a little bit more gungho to achieve greater results.
hmmmm... market drops 22 points and Johotin buying still so strong... I recently learned that this is a very good sign. Meaning there is an insider buying. He knows something good that we don't know, so he is not afraid of bad market. JHM is one recent good example.
I almost wanted to give up on this, but then I see Coldeye still holding the mom. KYY dont know lah, he might "forget" or "distracted by too many remisiers " to disclose
Johotin's Milk Division is expected to report stellar performance. From the rumour mill, RM18 - RM22 million alone from this division. The WA will go very far north.
Hehehe...I am just reflecting the sentiment I picked up when attending Kian Joo's AGM recently. Compared to results delivered, Johotin directors got a bigger paycheck relative to profit compared to the other 2 can makers......by a few miles!
Time to buy. Why want to run. Earnings going to be good this year. Revenue has grown a lot in the past and am expecting margins to expand over time which will contribute to bottom line. Overtime, this will be re-rated like a consumer based company.
Yeah. This is a stock to keep. Margins for milk division has also stabilise compared to two past quarters. Hopefully we see stronger numbers in the coming months.
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....
fengtzekai
125 posts
Posted by fengtzekai > 2016-04-19 21:31 | Report Abuse
Maybe someone should suggest to Johotin, if Can1 is not selling its dairy unit, maybe Johotin should approach KWAP to sell its 30% in Able Dairies......just a thought....