Posted by erkongseng > 2015-11-14 20:25 | Report Abuse

Canone下周有机会破4 元了.

Posted by kltan > 2015-11-14 20:48 | Report Abuse

Target price RM 5/=.

Posted by Ahbeng11 > 2015-11-14 22:31 | Report Abuse

Easily break 4.

Posted by erkongseng > 2015-11-15 17:46 | Report Abuse

canone冠旺--冠上旺势,飞向天际.

Posted by erkongseng > 2015-11-16 03:58 | Report Abuse

Johotin~rm2.62 ,pe=13 ,profit margin=4.7%(无企业消息)
Conone~rm3.89 ,pe=9.5 ,profit margin=8.9%(有企业消息)

Posted by kltan > 2015-11-16 09:11 | Report Abuse

breaking 4!

Posted by 77huat77 > 2015-11-16 09:12 | Report Abuse

Don't happy too fast haven't end just start

Posted by 360capitalist > 2015-11-16 09:48 | Report Abuse

Can-One and Kian Joo Saga Deal : The Game Changing coming as witnessed by Kian Joo shares trade above RM3.30. Higher offer is expected from international bidders. I expect major announcement should be made by Can One soon. End of The Day The Winner is Can One Berhad. My advice is buy now as strong showing even in weak market today. I should see it to trade above RM5.00 by December..

Posted by 360capitalist > 2015-11-16 09:57 | Report Abuse

After Can One, Kobay, Kian Joo,,, my next favorite is PWRoot

Posted by 77huat77 > 2015-11-16 10:28 | Report Abuse

Just see today end at what price ...

Posted by Bok Tan > 2015-11-16 11:07 | Report Abuse

>4 :D

Posted by 77huat77 > 2015-11-16 12:23 | Report Abuse

Buy and sell also strong
Hahahah see who win !!!

Posted by sunztzhe > 2015-11-16 12:25 | Report Abuse

Will break RM 4.00 soon...

Posted by erkongseng > 2015-11-16 15:47 | Report Abuse

铝罐包装的公司会由于铝价下滑，便宜的原料产品而受惠。铝价又创出了新低，最近的 CANONE，JOHOTIN和KIANJOO也吸引到投资者的青睐

Posted by 360capitalist > 2015-11-16 16:43 | Report Abuse

I am expecting CanOne to announce major corporate exercise soon.. Bonus Issue, aborted Kian Joo disposal plan and etc. Last chance to accumulate below RM4.00

Posted by erkongseng > 2015-11-16 19:42 | Report Abuse

Canone 负责人己说明暫时没收到toyota tsusho 对收购kianjoo 一事,但canone 本身的价值与前景依然亮眼,的確4元内買进之机会.

Posted by greatful > 2015-11-16 20:29 | Report Abuse

10.00 soon :)

Posted by GODinvest > 2015-11-16 20:42 | Report Abuse

100.00 soon

Posted by erkongseng > 2015-11-16 21:29 | Report Abuse

Canone 持有32.9%kianjoo股份,而kianjoo 有54%的boxpak,因此canone 更具投资价值,canone 並有100%乳制品公司(f&b nutrition),未來成長空间大.

Posted by kltan > 2015-11-17 08:01 | Report Abuse

5 should be a reasonable target

Posted by erkongseng > 2015-11-17 15:57 | Report Abuse

卡卡西 于 2015-11-16 22:03 编辑


Review of performance

The Group’s profit before taxation RM29.7 million （EPS: 14.77)



now we just focus on Food Products division

previous quarter Q2: Tis division alone contributed profit before taxation RM17.7 million (59.6% from group's profit, or EPS:8.8sen )

coming quarter Q3： EPS = ______ ?

can we just use simple calculation to predict the profit contributed from food division?

profit = RM17.7million ( assume similar sales and profit)
x (1/0.8) ( A. increase of shares in F&B from 80% to 100%)
x (1.15) ( B. increase in 15% capacity or maybe more than that )
x 1.125 ( C. strengthen of US$ )
x ( >1) ( D. weakening of raw material prices. Since incomplete data, assume price no change.)
= RM28.62 million
= EPS 14.21sen (8.8sen + 5.42sen)

Assume other division able to maintain their performance,
we predict the profit before taxation for the coming quarter would be:
EPS ~ 20.19sen (14.77 + 5.42)


Note:
C. strengthen of USD
Q2: april-june ( 1usd -->ringgit: 3.53-3.77) take median: rm3.65
Q3: july-sept ( 1usd --> ringgit: 3.76 -4.45) take median: rm4.105

strengthen of USD ratio:
= RM4.105 / RM3.65
= 1.1245
=1.125

Posted by erkongseng > 2015-11-17 15:57 | Report Abuse

美丽的前景再看到.

Posted by red_85 > 2015-11-17 16:09 | Report Abuse

@erkongseng, hows ur hibiscus? not yet cut?

Posted by red_85 > 2015-11-17 16:09 | Report Abuse

why you so like to chase high?

Posted by erkongseng > 2015-11-17 16:33 | Report Abuse

100lot 5199,never mind.

Posted by erkongseng > 2015-11-17 16:34 | Report Abuse

现rm3.90 ,canone 不高,有它的价值在.

Posted by erkongseng > 2015-11-17 17:01 | Report Abuse

bukithot 于 2015-5-8 21:57 编辑


CANONE (1) - 收购 20% F&B Nutrition Sdn Bhd


CANONE自从上市以来都是以高负债经营。


拖了快一年，CANONE 终于宣布要开股东特大以新股份来买另外的20%。






这个收购可以为２０１４年的盈利增加11%, or 7.2mil。
但是2014年的EPS就会从RM 0.42 diluted to RM 0.37。


现有股数：152.4mil
新股　　：39.753mil @ RM 2.84
总共股数：192.153mil


新大股东股数% = 39.753 / 192.153 = 20.7%。

只凭20%的子公司的股份就可以换来20%的CANONE股份？合理没有？

这20% F&B 值112.9 mil。

计算方法：　

原来是２０１３年的盈利乘于１５倍的本益比。
CANONE现在的本益比也才６－７倍。

对比其他公司：　（其实CANONE 的 F&B 哪里能够跟品牌响亮的F&N, Nestle & Dutch Lady比？
所以他不能拿他们二十多倍的本益比。





如果F&B值１５倍的话，CANONE值多少钱？
2014年的净利是 70.999 mil.
Contribute from Kian Joo = 35.893 mil
Contribute from 80% F&B = 28.892 mil
Contribute from others = 6.214 mil

现在：
F&B值本益比１５倍。
Canone owns 32.9% of Kian Joo.
Today Kian Joo closing price is RM 3.07, so Kian Joo's market cap is 1,364 mil.

Canone's value:
From Kian Joo = 32.9% * 1,364 mil = 448.8 mil
From 100% F&B = 112.9 mil / 20% = 564.5 mil
From Others = 5 * 6.214 mil = 31.1 mil (assume PE=5 for others)
Total value = 448.8+564.5+31.1 = 1,044.4 mil
Total enlarged no shares = 192.153mil
Total value / share = RM 5.44 per share.
Current Canone price = RM 2.74.
2.74 / 5.44 = Discount 50%!


但是过去４年公司的股价都没超过 3.80，再加上官司案缠身，看来这个这折价会继续存在下去。。。
万一某年后Ｋｉａｎ　Ｊｏｏ成功卖了，那ＣＡＮＯＮＥ的小股东就可以庆祝了～

Posted by kltan > 2015-11-17 17:48 | Report Abuse

Dlady reported a huge increase in eps due to low material cost!

Posted by Bok Tan > 2015-11-18 10:02 | Report Abuse

canone gonna fly then

Posted by sayyouloveme > 2015-11-18 10:34 | Report Abuse

after a wave of selling, now testing 4.00 :)

Posted by erkongseng > 2015-11-18 12:10 | Report Abuse

This week above rm4,buy in for low price ,haha

Posted by fengtzekai > 2015-11-18 18:41 | Report Abuse

Kian Joo has delivered an impressive set of results, can-one next

Posted by erkongseng > 2015-11-18 20:16 | Report Abuse

Kianjoo Q3 净利4424/3=1474万,贡献canone 7.6 sen 净利了,
Canone Q3 估计eps有18 sen,
Q1+Q2=24.5, Q3=18,Q4=18 全年eps=60 sen ,pe=10 ,stock price=rm6

Posted by sayyouloveme > 2015-11-18 21:32 | Report Abuse

perfecto~~~~~

Posted by erkongseng > 2015-11-19 09:31 | Report Abuse

从早期的TNLOGIS,PRLEXUS,LATITUT,PWRROT,LILLHEN,INARI,VITRO,KESM,WELLCAL,MAGNI,HOMERIZ,POHUAT,
EVERGREEN,SUCCESS,RGB,GADANG等,大致上只赚些绳头小利,并没给净化奔跑,其实中長期投资者只要
进入价合理与低价,都可以收藏,公司基本面不变情况下,不必急于出售,这次CANONE有3次进入价,
RM2.68，3.18，和近期的3.82 ,因此安全线很好,打算收中長期求更好的回酬.

Posted by Bok Tan > 2015-11-19 09:44 | Report Abuse

Last chance to buy below 4..:D

Posted by pharker > 2015-11-19 09:58 | Report Abuse

For the time being,...no more steam. Rest mode...may be down. RM4 is a steel wall hard to break thru

Posted by rosetan > 2015-11-19 10:38 | Report Abuse

On track to reach the sky!

Posted by Ahbeng11 > 2015-11-19 10:54 | Report Abuse

Should be able to stay above 4 this time

Posted by erkongseng > 2015-11-19 10:55 | Report Abuse

2015年11月18日星期三
canone 5105 破了rm4.00,是否还有上升之路---
Kianjoo Q3 净利4424/3=1474万,贡献canone 7.6 sen 净利了,
Canone Q3 估计eps有18 sen,
Q1+Q2=24.5, Q3=18,Q4=18 全年eps=60 sen ,pe=10 ,stock price=rm6
a)转贴--
SOP ****兵慌马乱，心乱乱？除了汇率，对股值有影响吗？现在应该做什么？听多消息听杂音？
Author: SOP2 | Publish date: Fri, 14 Aug 2015, 01:59 PM

yes 如果你投资的是股票，别再理会杂音。

yes 披甲准备出征，price is what you pay, value is what you get.

1* 经过估价后，选出一批精英，淘汰一些至足以组成一支队伍，准备上场比赛。

2* 挑选过程，经过计算，那个股会比较有潜能，策略二悌级或三梯级，跌多后由上买下，摊平持股。
最好买下摊平不要少过15%，虽然已超低价.得看个股为准。

3*要知道买到何价算便宜？比底部不超过20%是很理想。

4*如果第二级才回弹，可考虑卖一级，持一级。（因为到时会有选择机会和循环出现。）

5*懂得利用 技术交易者，可进行 buy on dip ,sell on strength交易，未必需要长期持有.(不是沿慢上升或下跌。）

兵荒马乱，心不乱。路的盡头有花开。赚钱需冒计算过的风险。

b)
投资股票的“黄金法则”就是只买会赚钱的公司，最好是盈利每年都在增长的公司。
也就是所谓的成长股，冷眼前辈称之为优质二线股。而官有缘先生更是只买EPS不断增长爆发的公司，
当中包括了VS, LATITUD, POHUAT, LIIHEN

c)
现在只是食品股的刚復苏，路还很長，也有很好的机会，进 canone可固定收股息,
并享受到资本上升,任何的投资都具有风险,我觉得这个股风险小.

正确机率多才能成功
所以，总括一句，我们只是平民散户，通过本身对投资的喜好和研究，希望（努力）在股市中挣到不错的回酬，
什么大师专家，受之有愧，不必对号入座。
不论我们做什么决定，都会诚实的面对结果。投资组合不是考试，不能每次要求一百分。
这三年多来，我们确然做了一些低级错误，不过也做了更多的正确决定，所以我们才能获得如此不差的成绩。
现实生活里，错和对总是交叉发生，每次都做对，不叫“成功”，那是“完美”，是每个人追求的境界（却不大可能达到）。
成功的投资者，只需要把正确的投资机率更多发生就是了。
取自于--http://klse.i3investor.com/blogs/golden_years/55570.jsp

Posted by pharker > 2015-11-19 11:20 | Report Abuse

Tested RM4 few times already...very hard to penetrate...as this is new territory, new high, virgin forest with thick bush and vegetation.

Must thrust really hard to break through convincingly

Posted by erkongseng > 2015-11-19 11:52 | Report Abuse

2015-11-19 10:31





（吉隆坡18日訊）受惠於越南盾和美元升值，建裕珍廠（KIANJOO，3522，主板工業產品組）
截至2015年9月30日止第三季淨利揚升16.95%至4千424萬8千令吉，帶動首三季淨利彈升26.52%至1億零783萬5千令吉。

第三季營業額上漲21.77%至4億零382萬6千令吉，首三季營業額則增長16.24%至11億4千155萬7千令吉。


建裕珍廠在文告中表示，第三季業績改善，主要由於越南盾和美元兌馬幣匯率走強，
而在該季錄得3千510萬令吉外匯收益。
該集團也在第三季錄得919萬令吉的衍生金融工具虧損，主要涉及換匯換利合約、
鋁產品遠期護盤及美元遠期合約。
展望未來，建裕珍廠表示，美元走強帶來挑戰，因部份原料是美元計價，同時大馬和越南的包裝行業競爭激烈，
該集團必須持續檢討價格結構以保持市佔率，而消費稅開跑也影響現金流。
該集團將持續檢討市場地位和營運效率，以在2015年繼續保持韌性和有利可圖。（星洲日報／財經）

Posted by Bok Tan > 2015-11-19 12:34 | Report Abuse

erkongseng..tq for the updates..but i always hv to use google translate..always translate got slight mistakes..lol

Posted by Bok Tan > 2015-11-19 12:35 | Report Abuse

from google translate :D

Posted by Bok Tan > 2015-11-19 12:35 | Report Abuse

Wednesday, November 18, 2015
canone 5105 broke rm4.00, whether there is an upward road ---
Kianjoo Q3 4424 net profit / 3 = 14.74 million, the net profit contribution canone 7.6 sen,
Canone Q3 eps estimate there are 18 sen,
Q1 + Q2 = 24.5, Q3 = 18, Q4 = 18 annual eps = 60 sen, pe = 10, stock price = rm6
a) Links -
SOP **** soldiers panicked horse chaos, fretting chaos? In addition to the exchange rate, the value of the shares influential? Now what to do? Listen and hear more news murmur?
Author: SOP2 | Publish date: Fri, 14 Aug 2015, 01:59 PM

yes if you invest in the stock, do not ignore the noise.

yes armored ready to set off, price is what you pay, value is what you get.

1 * After the valuation, select group of elite, eliminate some enough to put together a team, ready to play.

2 * selection process, has been calculated that the stock would be more potential strategies Ti level two or three rungs down on the multi-buy after smoothing holdings.
Best not to buy 15% less than flattening, though exceeded low. To look at stocks prevail.

3 * To know what the price is cheap to buy? No more than 20 percent than the bottom is very satisfactory.

4 * If the second stage was the rebound, may consider selling a holding level. (Because when there is choice and recurring.)

5 * traders know how to use technology, can buy on dip, sell on strength transactions may not need long-term holding. (Not along the slow rise or fall.)

Hurried retreat, the heart is not chaos. End of the road there are flowers. Money need to take calculated risks.

b)
Investing in stocks of "golden rule" is to just buy the company will make money, the best profitable growth companies every year.
That is the so-called growth stocks, high-quality cold-called second-tier stocks predecessors. The officer is only buy Mr. destined EPS growing outbreak of the company,
Including the VS, LATITUD, POHUAT, LIIHEN

c)
Food stocks just now just recovering, long way to go, but also have a good chance, into canone dividend income can be fixed,
And enjoy the capital rise, any investment has risk, I think that shares little risk.

Correct multiple chances to succeed
So, a nutshell, we just civilians retail, through their own investment preferences and research, I hope (effort) to earn good returns in the stock market,
What master expert, deserve, do not pigeon-holing.
No matter what decision we make will honestly face the consequences. Portfolio is not a test, you can not claim a hundred points each.
This is more than three years, and then we did some really stupid mistake, but also made more correct decisions, so we can not get such poor results.
Real life, wrong and to always cross occurs each time to do right, is not called "successful", it is "perfect", everyone pursuit of the realm (but unlikely to achieve).
Successful investor, just need the right investment occurs wants more chances.

Posted by Bok Tan > 2015-11-19 12:36 | Report Abuse

(Kuala Lumpur on the 18th hearing) benefit from the Vietnamese Dong and the US dollar, KJCF (KIANJOO, 3522, Board Industrial Products Group)
Ended September 30, 2015 third-quarter net profit rose 16.95 percent to 4,000 4,240,008 thousand ringgit, led the first three quarters net profit rose 26.52 percent to bomb 100 million zero 7,830,005 thousand ringgit.

Turnover in the third quarter rose 21.77 percent to 400 million zero 3820006 RM1,000, the first three quarters of turnover grew 16.24% to 1.1 billion 4000 1,550,007 RM3,000.


KJCF in a statement that the improved third quarter results, mainly due to the dong and the dollar exchange rate against the ringgit strengthened,
In that quarter 5,100,000 3,000 ringgit foreign exchange earnings.
The group also recorded in the third quarter of 9.19 million ringgit loss of derivative financial instruments, mainly related to exchange interest swap contracts
Aluminum products to support the market and the long-term dollar forward contracts.
Looking to the future, KJCF said a stronger dollar challenge, because most of the raw material is denominated in US dollars, while Malaysia and Vietnam packaging industry competition,
The group must continue to review the price structure in order to maintain market share, while the consumption tax also affects cash flow to start running.
The Group will continue to review the market position and operational efficiency in order to maintain resilience in 2015 and profitable. (Sin Chew Daily / Finance)

Posted by YiStock > 2015-11-19 14:30 | Report Abuse

Expecting 1:1 bonus

Posted by erkongseng > 2015-11-19 14:35 | Report Abuse

有这种可能。冠旺--冠上旺势,飞向天际.

Posted by dentab > 2015-11-19 15:28 | Report Abuse

beside bonus any latest news, don't mind sharing tq Mr.Erkongseng

Posted by 360capitalist > 2015-11-19 16:23 | Report Abuse

Next week, most exciting period for Can One... Buy as much as possible and hold for 6 months at least 50% return from this level