Posted by bsngpg > 2019-12-14 10:51 | Report Abuse

Canone's BOD is the best in growing wealth for themselves but not small shareholders. Just see how they grow from a small company, borrow money to swallow up elephant KianJoo, dispose F&B etc.
Luckily, Johotin is so far so good in growing company and generously sharing profit via good dividend pay out to small shareholders.

Posted by lching > 2019-12-15 19:02 | Report Abuse

bsngpg, i bought some JOHOTIN early this year arround 1.26. but i m conservative on its Sounth American investment so will take some profit.

Posted by bsngpg > 2019-12-15 19:46 | Report Abuse

Hi lching : I bot Johotin in Nov2017. It went down to 84 cts last year, a bit worry at that time, the same concern on adventure at Mexico. Luckily sweetness comes at the end of bitterness.

With the current price at 1.81, dividend yield is still at 3.9%. Not bad.

Posted by bsngpg > 2019-12-15 19:48 | Report Abuse

Will hold Joho for another 11 months before the US election which I think is the highest risk for the world equity market.

Posted by paperplane > 2019-12-16 09:40 | Report Abuse

JUST BEWARE, cost of powder also going up ya. because its price inelastic, so ,normally they can pass on cost to end consumer

Posted by gemfinder > 2019-12-16 10:02 | Report Abuse

added 1.74

Posted by LuckyG > 2019-12-16 10:06 | Report Abuse

waiting

Posted by paperplane > 2019-12-16 14:58 | Report Abuse

any retrace is a buy, damn miss it this morning

Posted by cheongyc27 > 2019-12-16 15:40 | Report Abuse

Good show today. Give it another 2Q, you will not be able to buy Johotin below Rm 2.50

Posted by gemfinder > 2019-12-16 16:01 | Report Abuse

hapy hapy… luckily added 1.74

Posted by bsngpg > 2019-12-16 17:06 | Report Abuse

Congra @ 1.74. I got it at 1.76, a bit early than 1.74.

Posted by paperplane > 2019-12-16 19:31 | Report Abuse

Fast n furious, here we go

Posted by Happyman123 > 2019-12-16 21:22 | Report Abuse

wow~ it climbing faster than my expectation! I thought it will has some correction before next climb....

Posted by gemfinder > 2019-12-16 21:55 |

Post removed.Why?

Posted by Shinnzaii > 2019-12-17 08:43 | Report Abuse

forecast next quarter profit might drop a bit due to material cost increase

Posted by zigua > 2019-12-18 10:47 | Report Abuse

skim milk powder dropped 6. 3%

Posted by paperplane > 2019-12-18 13:46 | Report Abuse

https://www.globaldairytrade.info/en/product-results/skim-milk-powder/

Posted by paperplane > 2019-12-18 13:47 | Report Abuse

https://www.clal.it/en/?section=confronto_smp

Posted by Investar2862 > 2019-12-18 14:05 | Report Abuse

It will only benefit "subsequent" QR, not the coming QR to be announced in February 2020 because price in September 2019 to November 2019 (raw material used in the quarter) was rising/higher.


Posted by zigua > Dec 18, 2019 10:47 AM | Report Abuse

skim milk powder dropped 6. 3%

Posted by paperplane > 2019-12-18 14:18 | Report Abuse

doesnt matter bro. it keep rising mah YTD, did any quarter post a loss even? nope. so stay invested loh

Posted by Kukuman > 2019-12-18 14:22 | Report Abuse

Give another 2Q? Gamblers here only interested in 7 days game plan


Posted by cheongyc27 > Dec 16, 2019 3:40 PM | Report Abuse
Good show today. Give it another 2Q, you will not be able to buy Johotin below Rm 2.50

Posted by cheongyc27 > 2019-12-18 23:50 | Report Abuse

The price of Johotin was about 50 sen in 2015, now it is Rm1.83. In early Jan this year the price was 96 sen only. The growth of this counter is not slow but steady, especially this year. Being a consumer stock,involving F& B its profit would not soar like technology counters over night, but steady growth is expected like the growth in population. The expansion plan in Maxico has accelerated the growth of the company and this is a blue chip in the making,as time will show this..Let us hope this counter will achieve the price of F&N or Dutch Lady one day. MY dream!!

Posted by boon1515 > 2019-12-19 12:45 | Report Abuse

is a hard path to become a bluechip, lets monitor how Johotin grow, cannot say he wont become bluechip also, but always stay positive but not too optimstic. Monitor will do =D

Posted by paperplane > 2019-12-19 18:16 | Report Abuse

as usual, correction with low volume

Posted by gemfinder > 2019-12-19 20:28 | Report Abuse

So scary

Posted by boon1515 > 2019-12-20 17:06 | Report Abuse

correction with tiny vol, no ppl willing to let go

Posted by paperplane > 2019-12-20 17:46 | Report Abuse

:) 3年开翻

Posted by Hock Chai Tern > 2019-12-21 20:46 | Report Abuse

guazing哥，好久不见

Posted by Moderate > 2019-12-21 23:08 | Report Abuse

Johotin is a processor of a food commodity. It doesn't have a globsl brand. No way it can ever have scale or PE or Nestle.

Posted by Kukuman > 2019-12-21 23:49 | Report Abuse

Buy this company share if you think people wil suck more milks in coming years. I love milk, who dont

Posted by boon1515 > 2019-12-21 23:58 | Report Abuse

Able dairies company got their own brand, but not famous la, but still got some brand name like eztarik tariktarik

Posted by paperplane > 2019-12-22 09:13 | Report Abuse

Human growth, sales growth

Posted by Armada An Quantum Leap Stock In 2019/2020 > 2019-12-22 12:31 | Report Abuse

Next GCB

Posted by Happyman123 > 2019-12-22 17:16 | Report Abuse

Short term investors are disposing while long term investors are collecting....looks interesting.. :)

Posted by boon1515 > 2019-12-22 23:19 | Report Abuse

FYI, house brand of Able Dairies
https://abledairies.com/house-brand/

Posted by KPH5328 > 2019-12-23 10:21 | Report Abuse

Mex min wages hike 20% last Mon, how much impact to Johotin JV at Mex?
https://www.nytimes.com/aponline/2019/12/16/business/ap-lt-mexico-minimum-wage.html

Posted by boon1515 > 2019-12-23 13:25 | Report Abuse

anyhow also will transfer the cost to consumer

Posted by KPH5328 > 2019-12-23 13:55 | Report Abuse

dairy products very competitive, high possibility of margin erosion

Posted by boon1515 > 2019-12-23 14:10 | Report Abuse

yea of course competitive, all sector also competitive 1. But as u see johotin showing profit growth..so not worries at all, monitor coming QR

Posted by Hock Chai Tern > 2019-12-23 19:44 | Report Abuse

guazing哥，好怀恋你那时分析jhm的时光，天天都在investalks等你的发帖，哈哈哈。几时会重出江湖，哈哈哈

Posted by LuckyG > 2019-12-23 21:17 | Report Abuse

bought back 1st batch . yummy

Posted by Hock Chai Tern > 2019-12-23 22:38 | Report Abuse

guazing哥，能不能加入你的小组，哈哈

Posted by boon1515 > 2019-12-24 12:06 | Report Abuse

guazing 哥，怎样加入你的小组

Posted by Babubilbo > 2019-12-24 13:26 | Report Abuse

pakat jual lah wey nok krismas nii...

Posted by boon1515 > 2019-12-24 15:02 | Report Abuse

investalk in facebook??

Posted by Hock Chai Tern > 2019-12-24 16:18 | Report Abuse

Guazing哥，我在Investalks信息你了，謝謝

Posted by boon1515 > 2019-12-24 17:15 | Report Abuse

发送了

Posted by gemfinder > 2019-12-26 10:22 | Report Abuse

added 1.72

Posted by sapurakencana > 2020-01-02 13:23 | Report Abuse

why previous month many people so aggresive chase this counter,but when RM going strong,look like no comment already/sold their position just because lack of confidence when PE still stand at 10.49 or the director start sold their position Kamaluddin sold 40,000 share!

Posted by gemfinder > 2020-01-02 13:25 | Report Abuse

Breathing la