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Overview
Financial Highlight
HeadlinesBusiness Background Johore Tin Bhd is principally engaged in the business of investment holding and the provision of management services. The group is organised into the three main reportable segments: Investment Holding; Tin Manufacturing; and Food and Beverage. Investment Holding is involved in the business of investment holding and provision of management services. Tin Manufacturing is involved in the manufacturing of various tins, cans, and other containers. Food and Beverage are involved in manufacturing and selling of milk and other related dairy products.
  sapurakencana See again some body sold 235lot at RM1.32,try to influence market to follow their step to sell down,see what will happen next. 15/10/2019 11:06 AM sapurakencana somebody try to collect back 4000lot they sold below RM1.30,pls dont sell,keep until RM1.36. 15/10/2019 11:10 AM sapurakencana Dont sell,keep your holding until this afternoon,see what will happen next. 15/10/2019 11:37 AM sapurakencana see why 690lot keep on que at RM1.32,because they try to buy at lower price to reduce their loss,pls keep sell at RM1.36 n above. 15/10/2019 12:14 PM sapurakencana according to yesterday record, RM1.29 sold off 1913lot, RM1.30 sold off 3667Lot, RM1.31 sold off 4941Lot,RM1.32 sold off 2248Lot & finally RM1.33 sold off 4778 lot, if all this short selling,banker need to buy back 17547 Lot as late by tomorrow morning to excape from margin call. 15/10/2019 12:30 PM sapurakencana If i talk non sense,give me a reason why they sold this counter yesterday. Every action must have their purpose. 15/10/2019 2:28 PM Up_down Able Dairies Mexico (Associate) is either seriously undervalued or something out of our expectation. Original Investment in 40% Associate - RM 21 million (as shown in latest QR) Additional subscriptions 3.13% - RM 23.4 million or USD 5.59 million (Cash outflow) Is the estimated market value of Able Dairies Mexico skyrocketed to RM 750 million ( RM 23.4/3.13%) due to surging in land prices after the trade war? Market Cap of Johotin is only RM 413 million now. Reply to Query from Bursa 2) Basis and justification in arriving at the amount of USD5,589,427.43 for the Additional Subscription. Answer: The total cost of investment on newly incorporated company is to purchase land, construct building, purchase of machineries and equipment, which includes installation costs, water tank, piping, etc. 15/10/2019 3:04 PM LuckyG Answer: No. Shareholders No. of Shares Before Additional Subscription Percentage (%) No. of Shares After Additional Subscription Percentage (%) 1. Able Dairies Sdn. Bhd. 400 40.00 1,079,067 43.13 2. Calkins, Burke and Zannie de Mexico, S.A. de C.V. (formerly under Marco Antonio Zannie Rafols) 400 40.00 1,079,067 43.13 3. Enrique Ortiz Eng 20 2.00 112,596 4.50 4. Aseconfi, S.A. de C.V. (formerly under Juan Pablo Anaya Zermeno and Rodrigo Anaya Zermeno) 180 18.00 231,289 9.24 15/10/2019 3:27 PM LuckyG so i think it is basically increase paid up capital ..... additional 3% plus is one minor shareholder didnt subscript 15/10/2019 3:28 PM sapurakencana see when nobody intend to follow banker sell their position,come to the end banker need to taken up the current price offer by seller. 15/10/2019 4:47 PM reiki6 @sapurakencana thumbs up to you...hopefully the price goes up as you said. 15/10/2019 4:54 PM LuckyG personally i think yesterday is operator test the confident of shareholders before the true bull come . a lot of counter do the same thing . normally they press for 1 week ... i am waiting for operator press down today to buy some more . 15/10/2019 4:58 PM sapurakencana banker still collect not enough bullet to push it up,that why i suggest sell small potion when price reach RM1.36 n above. 15/10/2019 5:02 PM sapurakencana LuckyG,you already buy 100K ,enough is enough,let other people buy some more.Joke! 15/10/2019 5:09 PM sapurakencana Dont forget,today T+2,banker will buy back,dont follow their selling trend. 16/10/2019 9:08 AM Think More buyers attracted by the previous days of selldown. Strong buying interest at 1.25 - 1.35. Surprising to see after the huge volume selldown, the price is still strong and stable. Didnt drop much. 17/10/2019 9:29 AM smallfishyu Among key growth drivers for JTB moving forward are; (1) recent expansion of its sweetened condensed milk (SCM) division’s production capacity by c.50%-70%, and (2) upcoming contribution from the 43%-owned Able Dairies Mexico (ADM), which will be ready for production by 1QFY20. We expect to see immediate contributions by 2HFY20 onwards, with an estimated utilisation of 70% from the new Mexico plant 29/10/2019 3:32 PM sapurakencana Anybody still maintain or increase the position of this counter that i mention 16.10.2019.Even the share has been promote by few investment bank,we still need to take precaution purpose to avoid sudden sell off. 01/11/2019 6:19 PM LuckyG I think the big Vroom coming for johotin. If can wait long enough 2.00 is no surprise. 01/11/2019 8:39 PM sapurakencana This company face the pressure from Higher cost of SKIM MILK POWDER USD2743 (15 Oct2019).due to the depreciation of Ringgit Malaysia. If they can cover this factor than we expect a good quarter report. 02/11/2019 6:16 PM sapurakencana F&N release today,quarterly drop 17% due to following factor : Raw and packaging material prices are expected to remain volatile. Certain dairies input prices have remained high although we have hedged a portion of our requirements ahead for the new financial year. We will continue to closely monitor the raw material prices and take necessary measures to mitigate the impact. will this affect johotin quarterly report ? 05/11/2019 8:59 PM Goinvest88 Many unfavourable factors like high skim milk powder cost, start cost of mexico plant, high depreciation automation machinery & prevention maintenance shut down cost. Should monitor first 05/11/2019 10:38 PM clown 短期利空是关闭工厂一个月 但八月产量已增加预计能抵消部分关厂的损失 长期来说 新厂运作 产能增加 预计明年业绩会更好 目前PE低于10 ROE15 DY4%以上 好股是守出来的 假设本益比12 目前应该是1.88为合理价值 07/11/2019 12:26 AM charles_cty 中国乳制品需求激增推高全球奶价 全球牛奶价格正攀升并已触及多年高点，一定程度上受到中国需求意外激增推动。过去一年，美国、欧洲和大洋洲脱脂奶粉的批发价分别上涨了31%、39%和49%。 Lucy Craymer / Julie Wernau 2019年11月6日16:49 CST 更新 牛奶价格已经在全球范围内不断攀升，已达到几年内的最高点， 这一定程度上受到中国需求意外激增推动 。 这个全球第二大经济体的增长在放缓，但中国居民乳制品消费量正增多，包括烘培食品和饮料，例如表面加了奶油和奶酪的茶。 传统上说，牛奶制品并不是中国人饮食的重要组成部分，但中国人正饮用更多牛奶，吃含有大量奶油的甜点，并将奶酪加入日常食品中，例如春卷和汤圆。 过去一年，美国、欧洲和大洋洲脱脂奶粉的批发价分别上涨了31%、39%和49%。脱脂奶粉是市面上生产的冰激凌、巧克力、蛋糕和面包的常用原料。 07/11/2019 10:39 AM  |
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