3 people like this.

14 comment(s). Last comment by paperplane 2021-02-17 10:33

Stock Eyes

3,220 posts

Posted by Stock Eyes > 2021-02-10 19:57 | Report Abuse

用好價格買好公司,才是好的投資

Stock Eyes

3,220 posts

Posted by Stock Eyes > 2021-02-10 20:11 | Report Abuse

长期投资食品类股票报酬高,首选盈利稳定成长+每年发放高股息公司 【Stock Eyes】

https://klse.i3investor.com/blogs/FinancialFreedom/2021-02-04-story-h1540309860.jsp

Stock Eyes

3,220 posts

Posted by Stock Eyes > 2021-02-10 20:19 | Report Abuse

Johotin的80%营收是来自乳制品,其中80%乳制品产品是供出口。

其余20%营收来自铁罐生产。

Stock Eyes

3,220 posts

Posted by Stock Eyes > 2021-02-10 20:25 | Report Abuse

有兴趣了解更多Johorin的朋友,可以点击下面的link:

https://klse.i3investor.com/servlets/stk/nb/7167.jsp

Posted by Bamboo Green > 2021-02-10 20:35 | Report Abuse

Good financial details breakdown

Posted by Bamboo Green > 2021-02-10 20:41 | Report Abuse

By the way, why you did for Nestle, F&N & Dutch Lady? I don’t think they are relevant here

gohkimhock

3,135 posts

Posted by gohkimhock > 2021-02-10 21:13 | Report Abuse

Public Bank 才是真正神话..

Stock Eyes

3,220 posts

Posted by Stock Eyes > 2021-02-10 21:44 | Report Abuse

绝对认同 Public Bank,完美诠释长久持有的好处

Stock Eyes

3,220 posts

Posted by Stock Eyes > 2021-02-10 21:54 | Report Abuse

Bamboo Green, i tried to compared these dairy producers and realised that although 3 of them commanded very good moat over their branded products (premier segments), but they have been too expensive and rewarded too little to share owners for many years.

While Johotin is a much smaller player, most ot its dairy products (80%) are exported to overseas, targeted mid & lower markets.

Posted by i3investor007 > 2021-02-10 23:33 | Report Abuse

Myth? Can History repeat itself or long gone old grandma story?

By the way, not bad sharing

Stock Eyes

3,220 posts

Posted by Stock Eyes > 2021-02-11 00:08 | Report Abuse

我将会在下一篇文章分析9年回报率500%背后的关键原因, pls do come back again

Posted by i3investor007 > 2021-02-14 21:58 | Report Abuse

Ok. Thank you

Stock Eyes

3,220 posts

Posted by Stock Eyes > 2021-02-16 21:11 | Report Abuse

JOHOTIN (2) - 9年回报率500%背后的关键因素,每年投资新的工厂空间和增加产能【Stock Eyes】

https://klse.i3investor.com/blogs/FinancialFreedom/2021-02-16-story-h1540331923.jsp

paperplane

21,693 posts

Posted by paperplane > 2021-02-17 10:33 | Report Abuse

nice sharing. thanks

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