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Overview
Financial Highlight
HeadlinesBusiness Background Ajinomoto (Malaysia) Bhd is engaged in manufacturing and selling of monosodium glutamate (MSG) and other related products. The company operates through two segments. Its Consumer business segment manufactures and distributes various consumer products, seasonings as well as provides services in relation to the food industry. The Industrial business segment consists of production and distribution of MSG for industry-use and industrial seasonings. In addition, it offers retail products under the brands, such as AJI-NO-MOTO, TUMIX, SERI-AJI, AJI-SHIO, Pal Sweet, AJI-MIX and AJI-NO-MOTO PLUS. The company's industrial products include hydrolyzed vegetable protein (HVP), AJI-AROMA, AJIMATE and ACTIVA TG.
  SilverHawk Aji, ongoing capex vs cash in hand, there is a 150M deficit. With Aji prudent method, 3 options : 1. Bank borrowing 2. Bonus issue + right issue 3. Borrowing from Aji Corp. Think this will incur during 2021 or 2022. Entry price need to factor in the above. 06/04/2020 8:05 PM  focusinvesting Ajinomoto is a fairly defensive stock with a good dividend rate. The high cash position and solid brands would likely see the company through these tough times. At RM 14.30, the margin of safety is roughly 7% but you can keep it on your watch list to buy when its cheaper. https://focusinvesting484855354.wordpress.com/2020/05/02/fundamental-analysis-ajinomoto-malaysia-berhad/ 09/05/2020 11:36 AM mf https://www.cnbc.com/2020/05/22/defense-secretary-says-coronavirus-vaccine-will-be-ready-by-end-of-year.html 23/05/2020 2:43 AM RainT another good sets of result even in MCO Lucky i trust i AJI and buy more during sell down 25/06/2020 5:42 PM troy88 Is AJI on its way to go back to its glory days of 20+ range few years ago? 26/06/2020 9:33 AM Pgraduate123 During mco, food products hit sky high leading to higher demand for Aji products. 29/06/2020 7:05 PM mylo Any dividends for Aji? Previous Q4 they gave 47 cents but did not see any announcement for this quarter 29/06/2020 7:21 PM Pgraduate123 Pray hard this month super qrt result. Look at super long queues at supermarkets during mco... I hope more than usual 47 sen dividend. 02/07/2020 10:18 PM focusinvesting AJI should remain positive even during the virus outbreak. Their products are hardly replaceable. I'm looking forward to a stronger AJI in the near future. https://focusinvesting484855354.wordpress.com/2020/07/04/ajinomoto-malaysia-berhad-4th-quarter-analysis/ 04/07/2020 10:20 PM wormgod no worries dividend sure above 47sen one, they have dividend policy one.. somemore AJICO is the largest shareholder 09/07/2020 11:26 AM troy88 Not sure why lately it's weakening. Hope it rebounds soon and a nice dividend this time. 10/07/2020 3:49 PM  James Ng https://klse.i3investor.com/blogs/general/2020-08-04-story-h1511524833.jsp [转贴] [AJINOMOTO (MALAYSIA) BHD：消费业务部门的销售收入增加和生产成本降低] - James的股票投资James Share Investing 04/08/2020 9:13 AM  andr the only consumer growth stock that's still undervalued in Bursa you can find. 11/08/2020 11:37 AM RainT Very good AJI management team with this quarter result , this who that they know how to manage this company MCO period already such good result if no MCO shall be better 18/08/2020 9:44 AM RainT good company plus with very good management team in addition of good products plus with reasonable price for entry AJI 18/08/2020 9:46 AM  | | ||||||||||||||||||||||||||||||||||||||||||||||||
