Posted by erkongseng > 2015-10-26 09:52 | Report Abuse

rm3.18 buy in.

Posted by 77huat77 > 2015-10-26 09:57 | Report Abuse

erkosiong I thought u already in hahhaahh

Posted by erkongseng > 2015-10-26 10:04 | Report Abuse

2015 eps=44sen ,pe=10 ,stock price=rm4.40 ,官司迟早会解决,对canone始终佔上风,因早年以便宜价购买kianjoo 3522

Posted by mukah > 2015-10-26 10:05 | Report Abuse

The controlling family in Kian Joo, the See family is fighting very hard to ensure that the family holding company remains in tact. Anthony See is fighting very hard. However, he is fighting a losing battle as the family lost the case filed to Court of Appeal recently. Moreover, the See family members are disunited. Some had in fact sold their holdings to Canone, which enables Canone to raise its stakes to above 32% in Kian Joo. The only thing that Anthony could do now is by continuing suggesting to the board that he has "better offers" coming from third party apart from the Japanese group introduced by Canone.

My take is that Anthony will fail. Kian Joo was giving such meager dividends in the past that eventually pissed many shareholders off.

Posted by firehawk > 2015-10-26 10:51 | Report Abuse

if Kian Joo successfully taken private, the next is Boxpak .... Boxpak is subsidiary of Kian Joo, change of management of major shareholder will cause a mandatory offer, according to Bursa rules .......

Posted by cariyoyo > 2015-10-26 11:28 | Report Abuse

Buy canone if you have cash to spare for 6 months. My target price is RM5 within 6 months. This is definitely a counter to have for the year of the Monkey. Canone will do some monkey business on Anthony See.

Posted by 77huat77 > 2015-10-26 15:19 | Report Abuse

Haven't settle meh ?i thought can one had own kian jio ady

Posted by erkongseng > 2015-10-26 17:49 | Report Abuse

等一个春天到來,不远了！

Posted by able > 2015-10-26 21:09 | Report Abuse

A northern Doji after a long bullish candle... scary

Posted by erkongseng > 2015-10-27 07:04 | Report Abuse

Rm 3.16 buy more

Posted by LV1234 > 2015-10-27 11:43 | Report Abuse

Hi, I am new in stock market. Bought this one but its dropping fast .. Any recommendation ?

Posted by 77huat77 > 2015-10-27 12:15 | Report Abuse

Hold lo good stock won't disappoint you dropping fast is because of others factor but company still earning well FUNDAMENTAL !!!Thanks

Posted by erkongseng > 2015-10-27 15:07 | Report Abuse

rm3.10 趁低进入,机会不常有,哈哈!

Posted by 77huat77 > 2015-10-27 15:10 | Report Abuse

Erkongseng u damn Seng la hahaha

Posted by master_tan > 2015-10-27 15:39 | Report Abuse

where got dropping fast, fluctuation of few sen only is not consider droping fast.

Posted by erkongseng > 2015-10-27 15:45 | Report Abuse

转自卡卡西兄,谢谢他的功课--
a)#quote from latest quarter result

Review of performance

Current quarter ("Q2, 2015") compared with previous corresponding quarter
("Q2, 2014")

The Group’s revenue decreased from RM232.7 million in Q2, 2014 to RM216.6 million
in Q2, 2015. The profit before taxation and profit after taxation increased from RM20.8
million and RM14.8 million in Q2, 2014 to RM29.7 million and RM25.6 million
respectively in Q2, 2015.

General Cans division

Revenue from General Cans division for Q2, 2015 decreased by 2.5% to RM95.5
million from RM97.9 million in Q2, 2014 mainly due to lower demand for tin cans.
Profit before taxation for Q2, 2015 decreased to RM4.5 million, from RM5.9 million
mainly due to lower revenue and higher raw material cost due to stronger USD
currency.

Food Products division
Revenue from Food Products division decreased from RM160.3 million in Q2, 2014 to
RM138.8 million in Q2, 2015 mainly due to weaker demand for sweetened creamer.
Even though there was a drop in revenue, profit before taxation for Q2, 2015
increased to RM17.7 million, from RM9.3 million mainly due to stronger USD currency
and better operating efficiency.

International Trading division

Revenue from International Trading division increased from RM24.4 million in Q2,
2014 to RM31.0 million in Q2, 2015.

Investment in associate

Associated company, Kian Joo Can Factory Berhad (“KJCF”) contributed RM11.4
million net profit to the Group for Q2, 2015, an increase of RM2.5 million compared
with Q2, 2014.

b)谢谢“曾经沧海难为水”的宝贵分享



公司有什么值得留意的地方
1. 公司旗下食品业务仍在快速成长中。加上公司投资的新淡奶生产线将在2015年6月开始投产，届时公司食品业务利润将增加。
2. 无论公司脱售或者不脱售建裕珍厂都对公司有利。若公司不脱售该股权，公司仍能每年从建裕珍厂分享3500万令吉的纸上利润，同时每年也将能取得913万至1826万令吉的股息收入用作偿还收购建裕珍厂借贷的利息开支。倘若公司脱售该股权公司将取得一次性4亿8000万令吉的现金。公司可以利用这笔现金去偿还银行贷款，为公司每年节省至少1200万令吉的利息开支，对公司长期而言绝对有利。
3. 若公司成功脱售建裕珍厂的股权，公司可能将利用部分款项充作特别股息派发给股东，而大部分的现金将用作偿还银行贷款。假设公司不以特别股息方式来回馈股东，公司也可能通过红股方式回馈股东。公司目前可分发利润占公司股本4.90倍，公司绝对有能力发红股回馈股东。




另加：
4. 公司食品业务的盈利贡献将会提高，原因是
a) CANONE持有的F&B股份已经从80%增加去100%, 所有F&B的盈利会贡献给CANONE
b) 奶价依然游走在低价，公司的成本会变得便宜，而且加工后的乳制品可以被保存。
c) 虽然上个季度的食品业务的营业额有下降，可是因为美金走强，该业务的利润却大幅度增加，从RM9.3 million增加至RM17.7 million。

Posted by DarKLoRD888999 > 2015-10-27 15:48 | Report Abuse

can one has sold zhulian so his future coming eps is low take care!!!

Posted by 77huat77 > 2015-10-27 15:54 | Report Abuse

http://mobile.abc.net.au/news/2015-10-27/jp-morgan-argues-for-interest-rate-rise-to-boost-us-economy/6889178

Posted by leekh5555 > 2015-10-27 16:20 | Report Abuse

will buy if drop to 2.90

Posted by leekh5555 > 2015-10-27 16:27 | Report Abuse

will buy again

Posted by LV1234 > 2015-10-27 17:11 | Report Abuse

hi, thanks for all the information. I am new. Tends to get panic ! ;>

Posted by 77huat77 > 2015-10-27 20:39 | Report Abuse

Can one u can or not ?

Posted by Kian Kwok Lim > 2015-10-27 22:48 | Report Abuse

Hence can expect stronger coming quarter results to speak for itself

Posted by red_85 > 2015-10-28 01:23 | Report Abuse

will drop to 2.2 again..this cycle will keep continue..shark is earning nonstop ..

Posted by cariyoyo > 2015-10-28 10:38 | Report Abuse

I strongly advise investors who can spare some cash for 6 to 9 months to buy Can-One. Target price is RM5. Many prominent investors are investing into this counter. This is not a rumour but substantiated info.

Posted by pharker > 2015-10-28 11:00 | Report Abuse

The group operator that plays this stock...so far their pattern is like one or two sessions big jump...then slowly decrease to previous low over many months (go see the chart fr yourself, repeated like this few cycles already)....if you go in during the big jump, then you have to wait for many months before it hit another high...hahaha

Posted by mukah > 2015-10-28 11:25 | Report Abuse

good to se that cariyoyo positively commented on can-one. cariyoyo had been right o many occasions. RM5 is a good target?

Posted by Bok Tan > 2015-10-28 16:50 | Report Abuse

wat material litigation? how will it affect the co..Tx

Posted by master_tan > 2015-10-28 19:09 | Report Abuse

Rm5 is 6months TP.
Considering annualise EPS at 60 sen, u need to wait for 9 months

Posted by newbird33 > 2015-10-28 21:19 | Report Abuse

Please do not mislead ppl on the overstated EPS as profit fr kianjoo will disappear when sold.

Posted by firehawk > 2015-10-28 22:56 | Report Abuse

2 yrs ago, when KJ was offered @3.30, Canone shoot up to 3.60++, however, it was delayed bcos See filed a court case, finally, See failed to stop ..... now, the offer comes again, KJ probably would be offered higher than 3.30, so, Canone ........

Posted by master_tan > 2015-10-29 10:01 | Report Abuse

KJ EGM will not be held until six months later, even with the EGM approval, it takes another few months to complete the assest disposal. As such, the annualized EPS of 60sen is still sustainable.

Posted by Kian Kwok Lim > 2015-10-29 12:16 | Report Abuse

Have faith in their coming quarter results and hence improvement in PE and EPS.

Posted by theinvestah > 2015-10-29 16:32 | Report Abuse

@cariyoyo hei, don't mind sharing references or links on the participation of prominent investors as you've mentioned? thanks!

Posted by dongipas > 2015-10-29 16:59 | Report Abuse

cariyoyo is working with goldman sach in hong kong. i believe the info on can-one given is accurate. cariyoyo is commenting on coastal as well.

Posted by paperplane2 > 2015-10-29 20:30 | Report Abuse

Forget it

Posted by natyrag > 2015-10-30 11:17 | Report Abuse

Sizzling!

Posted by tftey > 2015-10-30 13:52 | Report Abuse

Still can chase. More to come!

Posted by GODinvest > 2015-10-30 14:54 | Report Abuse

coming soon 400

Posted by GODinvest > 2015-10-30 15:03 | Report Abuse

quick

Posted by mukah > 2015-10-30 19:05 | Report Abuse

cariyoyo was right! Wonder what paperplane2 meant by "forget it"? I think is best not to be "bodoh sombong"

Posted by mukah > 2015-10-30 19:06 | Report Abuse

cariyoyo, please comment further on the RM5 target price?

Posted by mukah > 2015-10-30 19:06 | Report Abuse

cariyoyo, what about coastal? It is languishing at RM2.05 now.

Posted by natyrag > 2015-10-30 21:18 | Report Abuse

Just my 2 sen...
1. KJ deal will conclude only in Fy16
2. For fy15 projected pat is at least 100m or eps of 50sen
3. PE 10 will give us tp of 5.00
4. Alternatively - just adding KJ valued at 480m plus F&B Nutrition at 560m alone will give us conservative EV of 5.41

Posted by 77huat77 > 2015-10-30 21:27 | Report Abuse

Real boy lets see whether can or not

Posted by Bok Tan > 2015-10-31 09:43 | Report Abuse

Anyone else picking up more @ current price?

Posted by mukah > 2015-10-31 12:50 | Report Abuse

Do you guys think the target price of RM5 predicted by cariyoyo is achievable? The numbers given by natyrag looks plausible.

Posted by master_tan > 2015-10-31 13:21 | Report Abuse

Raw milk is at the low price now, this is why Canone enjoy higher profit margin and higher EPS. As long as raw material maintain its low price, TP 5.00 is achievable

Posted by Kian Kwok Lim > 2015-10-31 19:04 | Report Abuse

Fuyoh, like top glove?

Posted by Bok Tan > 2015-11-02 07:36 | Report Abuse

sure can one, canone mah..lol