Highlights
KLSE: AJI (2658)       AJINOMOTO (MALAYSIA) BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
16.54   0.00 (0.00%)  0.00 - 0.00  0
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Financials


Market Cap: 1,006 Million

Market Cap 1,006 Million
NOSH 61 Million

Latest Audited Result:  31-Mar-2019

Latest Audited Result: 31-Mar-2019
Announcement Date 26-Jul-2019
Next Audited Result: 31-Mar-2020
Est. Ann. Date: 26-Jul-2020
Est. Ann. Due Date: 27-Sep-2020

Latest Quarter:  30-Jun-2019 [#1]

Latest Quarter: 30-Jun-2019 [#1]
Announcement Date 22-Aug-2019
Next Quarter: 30-Sep-2019
Est. Ann. Date: 28-Nov-2019
Est. Ann. Due Date: 29-Nov-2019
QoQ | YoY   16.01%  |    22.81%

Annual (Unaudited) ( EPS: 93.06, P/E: 17.77 )

Revenue | NP to SH 447,731  |  56,581
RPS | P/RPS 736.41 Cent  |  2.25
EPS | P/E | EY 93.06 Cent  |  17.77  |  5.63%
DPS | DY | Payout % 47.00 Cent  |  2.84%  |  50.50%
NAPS | P/NAPS 7.65  |  2.16
YoY   0.57%
NP Margin | ROE 12.64%  |  12.17%
F.Y. | Ann. Date 31-Mar-2019  |  23-May-2019

T4Q Result ( EPS: 97.25, P/E: 17.01 )

Revenue | NP to SH 453,107  |  59,129
RPS | P/RPS 745.25 Cent  |  2.22
EPS | P/E | EY 97.25 Cent  |  17.01  |  5.88%
DPS | DY | Payout % 47.00 Cent  |  2.84%  |  48.33%
NAPS | P/NAPS 7.88  |  2.10
QoQ | YoY   4.50%  |    -0.70%
NP Margin | ROE 13.05%  |  12.34%
F.Y. | Ann. Date 30-Jun-2019  |  22-Aug-2019

Annualized Result ( EPS: 90.24, P/E: 18.33 )

Revenue | NP to SH 402,416  |  54,868
RPS | P/RPS 661.88 Cent  |  2.50
EPS | P/E | EY 90.24 Cent  |  18.33  |  5.46%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -3.03%  |    22.81%
NP Margin | ROE 13.63%  |  11.45%
F.Y. | Ann. Date 30-Jun-2019  |  22-Aug-2019




Show?  YoY % Horiz. %

Last 10 FY Result
AQR T4Q 31/03/19 31/03/18 31/03/17 31/03/16 31/03/15 31/03/14 31/03/13 31/03/12 31/03/11 31/03/10 CAGR
Revenue 402,416 453,107 447,731 436,286 419,917 400,201 340,376 345,351 332,908 324,652 316,165 284,617 5.16%
  YoY % -11.19% 1.20% 2.62% 3.90% 4.93% 17.58% -1.44% 3.74% 2.54% 2.68% 11.08% -
  Horiz. % 141.39% 159.20% 157.31% 153.29% 147.54% 140.61% 119.59% 121.34% 116.97% 114.07% 111.08% 100.00%
PBT 71,300 75,874 72,660 67,067 211,469 53,941 40,596 37,596 28,086 33,520 31,942 30,876 9.97%
  YoY % -6.03% 4.42% 8.34% -68.29% 292.04% 32.87% 7.98% 33.86% -16.21% 4.94% 3.45% -
  Horiz. % 230.92% 245.74% 235.33% 217.21% 684.90% 174.70% 131.48% 121.76% 90.96% 108.56% 103.45% 100.00%
Tax -16,432 -16,745 -16,079 -10,806 -24,007 -13,154 -10,863 -9,555 -8,682 -7,919 -6,072 -6,937 9.78%
  YoY % 1.87% -4.14% -48.80% 54.99% -82.51% -21.09% -13.69% -10.06% -9.64% -30.42% 12.47% -
  Horiz. % 236.87% 241.39% 231.79% 155.77% 346.07% 189.62% 156.60% 137.74% 125.15% 114.16% 87.53% 100.00%
NP 54,868 59,129 56,581 56,261 187,462 40,787 29,733 28,041 19,404 25,601 25,870 23,939 10.02%
  YoY % -7.21% 4.50% 0.57% -69.99% 359.61% 37.18% 6.03% 44.51% -24.21% -1.04% 8.07% -
  Horiz. % 229.20% 247.00% 236.35% 235.02% 783.08% 170.38% 124.20% 117.14% 81.06% 106.94% 108.07% 100.00%
NP to SH 54,868 59,129 56,581 56,261 187,462 40,787 29,733 28,041 19,404 25,601 25,870 23,939 10.02%
  YoY % -7.21% 4.50% 0.57% -69.99% 359.61% 37.18% 6.03% 44.51% -24.21% -1.04% 8.07% -
  Horiz. % 229.20% 247.00% 236.35% 235.02% 783.08% 170.38% 124.20% 117.14% 81.06% 106.94% 108.07% 100.00%
Tax Rate 23.05 % 22.07 % 22.13 % 16.11 % 11.35 % 24.39 % 26.76 % 25.41 % 30.91 % 23.62 % 19.01 % 22.47 % -0.17%
  YoY % 4.44% -0.27% 37.37% 41.94% -53.46% -8.86% 5.31% -17.79% 30.86% 24.25% -15.40% -
  Horiz. % 102.58% 98.22% 98.49% 71.70% 50.51% 108.54% 119.09% 113.08% 137.56% 105.12% 84.60% 100.00%
Total Cost 347,548 393,978 391,150 380,025 232,455 359,414 310,643 317,310 313,504 299,051 290,295 260,678 4.61%
  YoY % -11.78% 0.72% 2.93% 63.48% -35.32% 15.70% -2.10% 1.21% 4.83% 3.02% 11.36% -
  Horiz. % 133.32% 151.14% 150.05% 145.78% 89.17% 137.88% 119.17% 121.72% 120.26% 114.72% 111.36% 100.00%
Net Worth 479,096 479,096 465,112 437,144 474,840 307,642 279,675 262,043 244,411 235,292 220,108 204,305 9.57%
  YoY % 0.00% 3.01% 6.40% -7.94% 54.35% 10.00% 6.73% 7.21% 3.88% 6.90% 7.73% -
  Horiz. % 234.50% 234.50% 227.66% 213.97% 232.42% 150.58% 136.89% 128.26% 119.63% 115.17% 107.73% 100.00%
Dividend
AQR T4Q 31/03/19 31/03/18 31/03/17 31/03/16 31/03/15 31/03/14 31/03/13 31/03/12 31/03/11 31/03/10 CAGR
Div - 28,575 28,575 28,271 - 20,519 12,159 11,247 12,159 12,159 12,160 10,944 11.25%
  YoY % 0.00% 0.00% 1.08% 0.00% 0.00% 68.75% 8.11% -7.50% 0.00% -0.01% 11.11% -
  Horiz. % 0.00% 261.08% 261.08% 258.31% 0.00% 187.48% 111.10% 102.77% 111.10% 111.10% 111.11% 100.00%
Div Payout % - % 48.33 % 50.50 % 50.25 % - % 50.31 % 40.90 % 40.11 % 62.67 % 47.50 % 47.01 % 45.72 % 1.11%
  YoY % 0.00% -4.30% 0.50% 0.00% 0.00% 23.01% 1.97% -36.00% 31.94% 1.04% 2.82% -
  Horiz. % 0.00% 105.71% 110.45% 109.91% 0.00% 110.04% 89.46% 87.73% 137.07% 103.89% 102.82% 100.00%
Equity
AQR T4Q 31/03/19 31/03/18 31/03/17 31/03/16 31/03/15 31/03/14 31/03/13 31/03/12 31/03/11 31/03/10 CAGR
Net Worth 479,096 479,096 465,112 437,144 474,840 307,642 279,675 262,043 244,411 235,292 220,108 204,305 9.57%
  YoY % 0.00% 3.01% 6.40% -7.94% 54.35% 10.00% 6.73% 7.21% 3.88% 6.90% 7.73% -
  Horiz. % 234.50% 234.50% 227.66% 213.97% 232.42% 150.58% 136.89% 128.26% 119.63% 115.17% 107.73% 100.00%
NOSH 60,799 60,799 60,799 60,799 60,799 60,799 60,799 60,799 60,799 60,799 60,803 60,805 -0.00%
  YoY % 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% -0.01% -0.00% -
  Horiz. % 99.99% 99.99% 99.99% 99.99% 99.99% 99.99% 99.99% 99.99% 99.99% 99.99% 100.00% 100.00%
Ratio Analysis
AQR T4Q 31/03/19 31/03/18 31/03/17 31/03/16 31/03/15 31/03/14 31/03/13 31/03/12 31/03/11 31/03/10 CAGR
NP Margin 13.63 % 13.05 % 12.64 % 12.90 % 44.64 % 10.19 % 8.74 % 8.12 % 5.83 % 7.89 % 8.18 % 8.41 % 4.63%
  YoY % 4.44% 3.24% -2.02% -71.10% 338.08% 16.59% 7.64% 39.28% -26.11% -3.55% -2.73% -
  Horiz. % 162.07% 155.17% 150.30% 153.39% 530.80% 121.17% 103.92% 96.55% 69.32% 93.82% 97.27% 100.00%
ROE 11.45 % 12.34 % 12.17 % 12.87 % 39.48 % 13.26 % 10.63 % 10.70 % 7.94 % 10.88 % 11.75 % 11.72 % 0.42%
  YoY % -7.21% 1.40% -5.44% -67.40% 197.74% 24.74% -0.65% 34.76% -27.02% -7.40% 0.26% -
  Horiz. % 97.70% 105.29% 103.84% 109.81% 336.86% 113.14% 90.70% 91.30% 67.75% 92.83% 100.26% 100.00%
Per Share
AQR T4Q 31/03/19 31/03/18 31/03/17 31/03/16 31/03/15 31/03/14 31/03/13 31/03/12 31/03/11 31/03/10 CAGR
RPS 661.88 745.25 736.41 717.59 690.66 658.24 559.84 568.02 547.56 533.98 519.98 468.08 5.16%
  YoY % -11.19% 1.20% 2.62% 3.90% 4.93% 17.58% -1.44% 3.74% 2.54% 2.69% 11.09% -
  Horiz. % 141.40% 159.21% 157.33% 153.31% 147.55% 140.63% 119.60% 121.35% 116.98% 114.08% 111.09% 100.00%
EPS 90.24 97.25 93.06 92.54 308.33 67.09 48.90 46.12 31.92 42.11 42.55 39.37 10.02%
  YoY % -7.21% 4.50% 0.56% -69.99% 359.58% 37.20% 6.03% 44.49% -24.20% -1.03% 8.08% -
  Horiz. % 229.21% 247.02% 236.37% 235.05% 783.16% 170.41% 124.21% 117.15% 81.08% 106.96% 108.08% 100.00%
DPS 0.00 47.00 47.00 46.50 0.00 33.75 20.00 18.50 20.00 20.00 20.00 18.00 11.25%
  YoY % 0.00% 0.00% 1.08% 0.00% 0.00% 68.75% 8.11% -7.50% 0.00% 0.00% 11.11% -
  Horiz. % 0.00% 261.11% 261.11% 258.33% 0.00% 187.50% 111.11% 102.78% 111.11% 111.11% 111.11% 100.00%
NAPS 7.8800 7.8800 7.6500 7.1900 7.8100 5.0600 4.6000 4.3100 4.0200 3.8700 3.6200 3.3600 9.57%
  YoY % 0.00% 3.01% 6.40% -7.94% 54.35% 10.00% 6.73% 7.21% 3.88% 6.91% 7.74% -
  Horiz. % 234.52% 234.52% 227.68% 213.99% 232.44% 150.60% 136.90% 128.27% 119.64% 115.18% 107.74% 100.00%
Adjusted Per Share Value based on latest NOSH - 60,799
AQR T4Q 31/03/19 31/03/18 31/03/17 31/03/16 31/03/15 31/03/14 31/03/13 31/03/12 31/03/11 31/03/10 CAGR
RPS 661.88 745.25 736.41 717.59 690.66 658.24 559.84 568.02 547.56 533.98 520.02 468.13 5.16%
  YoY % -11.19% 1.20% 2.62% 3.90% 4.93% 17.58% -1.44% 3.74% 2.54% 2.68% 11.08% -
  Horiz. % 141.39% 159.20% 157.31% 153.29% 147.54% 140.61% 119.59% 121.34% 116.97% 114.07% 111.08% 100.00%
EPS 90.24 97.25 93.06 92.54 308.33 67.09 48.90 46.12 31.92 42.11 42.55 39.37 10.02%
  YoY % -7.21% 4.50% 0.56% -69.99% 359.58% 37.20% 6.03% 44.49% -24.20% -1.03% 8.08% -
  Horiz. % 229.21% 247.02% 236.37% 235.05% 783.16% 170.41% 124.21% 117.15% 81.08% 106.96% 108.08% 100.00%
DPS 0.00 47.00 47.00 46.50 0.00 33.75 20.00 18.50 20.00 20.00 20.00 18.00 11.25%
  YoY % 0.00% 0.00% 1.08% 0.00% 0.00% 68.75% 8.11% -7.50% 0.00% 0.00% 11.11% -
  Horiz. % 0.00% 261.11% 261.11% 258.33% 0.00% 187.50% 111.11% 102.78% 111.11% 111.11% 111.11% 100.00%
NAPS 7.8800 7.8800 7.6500 7.1900 7.8100 5.0600 4.6000 4.3100 4.0200 3.8700 3.6203 3.3603 9.57%
  YoY % 0.00% 3.01% 6.40% -7.94% 54.35% 10.00% 6.73% 7.21% 3.88% 6.90% 7.74% -
  Horiz. % 234.50% 234.50% 227.66% 213.97% 232.42% 150.58% 136.89% 128.26% 119.63% 115.17% 107.74% 100.00%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/03/19 31/03/18 31/03/17 31/03/16 31/03/15 31/03/14 31/03/13 31/03/12 31/03/11 31/03/10 CAGR
Date AQR T4Q 29/03/19 30/03/18 31/03/17 31/03/16 31/03/15 31/03/14 29/03/13 30/03/12 31/03/11 31/03/10 -
Price 17.6400 17.6400 18.0000 22.3000 15.9000 8.9800 6.3000 5.1000 4.4200 4.0900 3.9900 4.0800 -
P/RPS 2.67 2.37 2.44 3.11 2.30 1.36 1.13 0.90 0.81 0.77 0.77 0.87 12.13%
  YoY % 12.66% -2.87% -21.54% 35.22% 69.12% 20.35% 25.56% 11.11% 5.19% 0.00% -11.49% -
  Horiz. % 306.90% 272.41% 280.46% 357.47% 264.37% 156.32% 129.89% 103.45% 93.10% 88.51% 88.51% 100.00%
P/EPS 19.55 18.14 19.34 24.10 5.16 13.39 12.88 11.06 13.85 9.71 9.38 10.36 7.18%
  YoY % 7.77% -6.20% -19.75% 367.05% -61.46% 3.96% 16.46% -20.14% 42.64% 3.52% -9.46% -
  Horiz. % 188.71% 175.10% 186.68% 232.63% 49.81% 129.25% 124.32% 106.76% 133.69% 93.73% 90.54% 100.00%
EY 5.12 5.51 5.17 4.15 19.39 7.47 7.76 9.04 7.22 10.30 10.66 9.65 -6.70%
  YoY % -7.08% 6.58% 24.58% -78.60% 159.57% -3.74% -14.16% 25.21% -29.90% -3.38% 10.47% -
  Horiz. % 53.06% 57.10% 53.58% 43.01% 200.93% 77.41% 80.41% 93.68% 74.82% 106.74% 110.47% 100.00%
DY 0.00 2.66 2.61 2.09 0.00 3.76 3.17 3.63 4.52 4.89 5.01 4.41 -5.66%
  YoY % 0.00% 1.92% 24.88% 0.00% 0.00% 18.61% -12.67% -19.69% -7.57% -2.40% 13.61% -
  Horiz. % 0.00% 60.32% 59.18% 47.39% 0.00% 85.26% 71.88% 82.31% 102.49% 110.88% 113.61% 100.00%
P/NAPS 2.24 2.24 2.35 3.10 2.04 1.77 1.37 1.18 1.10 1.06 1.10 1.21 7.65%
  YoY % 0.00% -4.68% -24.19% 51.96% 15.25% 29.20% 16.10% 7.27% 3.77% -3.64% -9.09% -
  Horiz. % 185.12% 185.12% 194.21% 256.20% 168.60% 146.28% 113.22% 97.52% 90.91% 87.60% 90.91% 100.00%
Price Multiplier on Announcement Date
AQR T4Q 31/03/19 31/03/18 31/03/17 31/03/16 31/03/15 31/03/14 31/03/13 31/03/12 31/03/11 31/03/10 CAGR
Date AQR T4Q 23/05/19 24/05/18 29/05/17 24/05/16 18/05/15 28/05/14 28/05/13 24/05/12 31/05/11 25/05/10 -
Price 17.4600 17.4600 17.5200 22.0000 20.0000 13.2800 6.3500 6.1000 4.4000 4.3400 4.0600 4.1600 -
P/RPS 2.64 2.34 2.38 3.07 2.90 2.02 1.13 1.07 0.80 0.81 0.78 0.89 11.54%
  YoY % 12.82% -1.68% -22.48% 5.86% 43.56% 78.76% 5.61% 33.75% -1.23% 3.85% -12.36% -
  Horiz. % 296.63% 262.92% 267.42% 344.94% 325.84% 226.97% 126.97% 120.22% 89.89% 91.01% 87.64% 100.00%
P/EPS 19.35 17.95 18.83 23.77 6.49 19.80 12.98 13.23 13.79 10.31 9.54 10.57 6.62%
  YoY % 7.80% -4.67% -20.78% 266.26% -67.22% 52.54% -1.89% -4.06% 33.75% 8.07% -9.74% -
  Horiz. % 183.07% 169.82% 178.15% 224.88% 61.40% 187.32% 122.80% 125.17% 130.46% 97.54% 90.26% 100.00%
EY 5.17 5.57 5.31 4.21 15.42 5.05 7.70 7.56 7.25 9.70 10.48 9.46 -6.21%
  YoY % -7.18% 4.90% 26.13% -72.70% 205.35% -34.42% 1.85% 4.28% -25.26% -7.44% 10.78% -
  Horiz. % 54.65% 58.88% 56.13% 44.50% 163.00% 53.38% 81.40% 79.92% 76.64% 102.54% 110.78% 100.00%
DY 0.00 2.69 2.68 2.11 0.00 2.54 3.15 3.03 4.55 4.61 4.93 4.33 -5.19%
  YoY % 0.00% 0.37% 27.01% 0.00% 0.00% -19.37% 3.96% -33.41% -1.30% -6.49% 13.86% -
  Horiz. % 0.00% 62.12% 61.89% 48.73% 0.00% 58.66% 72.75% 69.98% 105.08% 106.47% 113.86% 100.00%
P/NAPS 2.22 2.22 2.29 3.06 2.56 2.62 1.38 1.42 1.09 1.12 1.12 1.24 7.05%
  YoY % 0.00% -3.06% -25.16% 19.53% -2.29% 89.86% -2.82% 30.28% -2.68% 0.00% -9.68% -
  Horiz. % 179.03% 179.03% 184.68% 246.77% 206.45% 211.29% 111.29% 114.52% 87.90% 90.32% 90.32% 100.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  8 people like this.
 
Guardize div can up to 50cents this year?
25/04/2019 6:40 PM
Guardize if eps can go for 100. div policy 55% is rm.0.55 div ..
26/04/2019 1:40 PM
RainT hope can go below 17

then will buy more
17/05/2019 12:34 PM
RainT quarter result so so only
23/05/2019 6:13 PM
RainT that's why la

AJI share price has been on downtrend since few weeks ago
23/05/2019 6:13 PM
RainT still in net cash position

cash balance also maintain similar as last months

no bad
23/05/2019 6:15 PM
RainT but this is consumer counter

should be alright to hold it long term

wait drop more will buy more in
23/05/2019 6:16 PM
Guilefighter Considered minimal growth and no good prospect,
23/05/2019 11:31 PM
IBestDividend Important have sustain dividend yearly
24/05/2019 7:53 AM
RainT AJI is steady steady like that lo

what huge grow?

sell and shift to other counter lo
24/05/2019 10:50 AM
RainT u see the profit margin is up slowly through the 10 years

same goes to the sales, also slowly growth in these 10 years
24/05/2019 10:52 AM
RainT PE 18 now

wait below RM15 then buy more
11/06/2019 12:50 PM
FatRat93 the share price drop is it due to disposal of the land on previous year?
17/06/2019 1:08 AM
RainT @fatrat93

no la, not related with the land disposal
17/06/2019 4:50 PM
RainT @MATB

ya lo, want buy lower and lower more
so can higher margin of safety
17/06/2019 4:53 PM
RainT if downtrend like that RM10 possible
17/06/2019 4:54 PM
RainT Today 17.30

down a bit today

tomorrow 17.00
18/06/2019 12:00 PM
apple168 We are accumulating Ajinomoto for the past few days... cheers...
20/06/2019 5:50 PM
RainT @apple168

we are?

who are u? u is big fund? what fund house ?

haha
22/06/2019 12:47 PM
RainT and what is your investment proposition to accumulate AJI ?
22/06/2019 12:48 PM
apple168 Aji is the safest bet in trump-ish world, flip flop, flip flop... with PH government looking east policy, aji will definitely benefits from this! Aeon share price spiked last week... aji should be the next to move north...
23/06/2019 9:15 PM
Guilefighter then u will need buy all japanese based company shares in malaysia such as aeon, aeon credit, panasonic and etc.
24/06/2019 6:01 PM
RainT PANAMY is a good buy

I have 2 Japanese companies in my portfolio, PANAMY & AJI
26/06/2019 11:56 AM
RainT This 2 will buy when drop and keep in fridge, will open after 10 years

long term investment
26/06/2019 11:57 AM
Michael Kwok Post removed. Why?
08/07/2019 12:14 AM
sensonic WATCH OUT NEW IPO LISTING TOMORROW. KIM HIN JOO
08/07/2019 12:18 AM
apolloang kim hin joo macam anakku or asiabrand? hehe
08/07/2019 12:44 AM
RainT in future can AJI become like NESTLE?

AJI share price reach RM150
09/07/2019 10:41 AM
RainT AJI annual sales RM450m, profit RM60m

NESTLE annual sales RM5 billion , profit RM650m
09/07/2019 10:43 AM
RainT AJI need work harder to create more good products to lure customers and increase revenue
09/07/2019 10:44 AM
dcrocket whats the lot size?
17/07/2019 4:07 PM
apple168 47 cents dividends announced! Hurray!
26/07/2019 12:49 PM
FlyFried Not a chance unless restructure.
07/08/2019 8:03 PM
apple168 Ajinomoto revenue increased by 5%. Interestingly, profits jumped 23%. This is extremely good in this challenging trump-ish economy era. Do not cheap sell your precious Ajinomoto share at the moment.
25/08/2019 12:37 PM
RainT recession or not still need use AJI for cooking

if no AJI , how to cook delicious food to eat

you think everybody so clever all can cook without using AJI

Haha
26/08/2019 4:55 PM
NavinShah Heineken and Carlberg maybe the next Dutch Lady.
27/08/2019 10:52 AM
apple168 Navin, be prepared for sinful tax on Heineken and carlsberg in this coming budget 2020!
28/08/2019 7:58 AM
origamiandair Good to buy now at this level after ex?
30/08/2019 12:18 PM
apple168 http://www.enanyang.my/?p=1282164
04/09/2019 5:54 AM
RainT even Heineken and Carlsberg is not bad

but both this face too many tax from the government

plus the operating environment in Msia is not favourable for them, then cannot advertise and limit here and that due to Islam

just the demand is resilient only , no matter how mabuk kaki will stll need beer
04/09/2019 11:40 AM
RainT AJI main point is

I trust on its Japanese management

once a while if big drop then collect again , or else keep in freezer

I believe the Japanese management can do good job to grow AJI over time
04/09/2019 11:42 AM
Dakewlest Thinking of buying aji again to keep for long term...
04/09/2019 5:28 PM
graynoize Bought tiny bit. Gonna add more if it there are more big drops.
05/09/2019 9:48 AM
graynoize Yeah I'd rather trust Japanese management than many of the local chinese (not all) which I have seen alot. Terrible management and only enrich themselves. Lots of such people with listed business. Bumi ones even worse. Rather not touch.
05/09/2019 9:50 AM
Dakewlest Graynoize, dont generalize. Not all bumi comps are like that...
05/09/2019 11:54 AM
RainT one good example is SERBA DINAMIK

it is one of the best managed bumi company

if all GLC can take example and learn from Karim, our Msia will not be as it is today

waste time playing racial cards, not focus on economy grow that is Msia Boleh!
06/09/2019 12:56 PM
graynoize Well that's my general investment rule I set for myself. Others may disagree. No racial cards being played. I avoid them like a plague.
08/09/2019 9:56 AM
wakarimas what happend lelong ?
13/09/2019 2:57 PM
shpg22 Haha....SERBAKD. I will avoid like plague.
13/09/2019 3:12 PM
RainT too high price

so Mr Market decided to give AJI lelong price

buy buy buy
16/09/2019 10:37 AM