Posted by 007 > 2016-12-01 17:26 | Report Abuse

in share market very funny, when cheap nobody wanted to buy, very funny indeed

Posted by paperplane2016 > 2016-12-01 17:30 | Report Abuse

typical low life ppl mah........tht con con

Posted by SALAM > 2016-12-01 17:36 | Report Abuse

Good to have con-con ppl mah...the spices of i3

Posted by Ex_CFO > 2016-12-02 15:27 | Report Abuse

NTA $1.74 with PE=5.09 is far to cheap. Accumulate on weakness. Assuming conservatively 2017 earning of 22c @ PE of 10 the TP would be $2.20. I would continue to accumulate on weakness.

Posted by Mgician > 2016-12-02 15:42 | Report Abuse

@EX_CFO EPS 22c in 2017 after share split... then must be a excellent year @@

Posted by stainlyho37 > 2016-12-05 17:29 | Report Abuse

reversal soon..pay attention on Wa....

Posted by myportfolio > 2016-12-05 20:35 | Report Abuse

i personally think is too HIGH.. it needs to go down more esp on a bad mkt sentiment

Posted by MEng Geh > 2016-12-06 12:39 | Report Abuse

How high is the high, how low is the low?

Posted by stainlyho37 > 2016-12-06 15:47 | Report Abuse

stay above 1.17..then good chance to go above 1.20...watch out...

Posted by Tan Cheng Poh > 2016-12-06 20:06 | Report Abuse

加码 or JAMAL?

Posted by kk123 > 2016-12-06 20:09 | Report Abuse

Johor tin kosong

Posted by probability > 2016-12-06 20:13 | Report Abuse

tak ada susu dalam?

Posted by hoKT55 > 2016-12-06 22:19 | Report Abuse

Tin besi up so much! not cheap lah.

Posted by probability > 2016-12-06 23:00 | Report Abuse

http://www.tesco.com/groceries/product/details/?id=258049841

The management cant be that Sohai ma!

Wonder the new packaging line come up with the above kinda packaging system...

Posted by probability > 2016-12-07 21:53 | Report Abuse

Was just going through the composition of a sweetened condensed milk:

http://www.milkingredients.ca/index-eng.php?id=193

Noticed that 31% is water and 41% is sugar.

If we remove the water which cost almost zero out of the equation, the sugar's fraction in the condensed milk is basically 41/(100-31) = ~60%

THAT'S A WHOPPING 60%!

Appears like those who have advantage in procuring sugar cheaply may have a significant advantage over the competitors.

Posted by probability > 2016-12-07 21:56 | Report Abuse

Posted by probability > Nov 26, 2016 12:53 PM | Report Abuse X

Hmm...Able Dairies has AP to import and buy at special bulk price from MSM if required and they practise hedging..

http://www.thestar.com.my/business/business-news/2014/10/04/msm-clarifies-pricing-mechanism-it-reiterates-call-to-tighten-enforcement-on-smuggling-and-to-stop-i/

Sugar trader Moresugar Sdn Bhd says it sells refined sugar to four of these 13 manufacturers at less than RM2 per kg. The company claims that it has an AP to exclusively supply sugar to these 13 companies only. Moresugar says that these 13 companies were given their own APs to import sugar when the Government decided to do away with this kind of subsidy back in 2011.

Some of these companies include Able Dairies, Etika Dairies, Barkath Food, Permanis, F&B Nutrition and Malaysia Milk, among others.

MSM president and group chief executive officer Datuk Sheikh Awab Sheikh Abod, in declining to disclose the price at which it sells to the 13 large consumers, says that industries buy sugar in bulk quantities.

“They practise hedging with sugar refiners to procure their sugar requirement,” he says in replies to StarBizWeek.

Posted by probability > 2016-12-07 21:58 | Report Abuse

Posted by probability > Nov 25, 2016 11:47 PM | Report Abuse X

Despite its feed material (about 40%) on F&B section / Dairy products is mainly Sugar...and its price had risen so much - over 30% ...this section seems still profitable...why?

may be cause of of this: Government has ceiling price on sugar?

http://www.nst.com.my/news/2016/11/190653/msm-malaysia-appeals-raise-sugar-ceiling-price-profits-plunge-over-60pct

Posted by probability > 2016-12-07 21:59 | Report Abuse

Remember = 60% sugar.

Posted by probability > 2016-12-08 00:34 | Report Abuse

I was looking at Dutch Lady's phenomenal growth below on Revenue...and wondered why? Though the brand played a role..and retained its moat..one fundamental factor is the population growth itself.


http://klse.i3investor.com/servlets/stk/fin/3026.jsp


Then i came across this article below on Japan problem. Immediately made me feel any food especially dairy related business in Africa would be really having enormous growth potential provided they have some moat there...


https://en.wikipedia.org/wiki/Birth_rate#/media/File:Countries_by_Birth_Rate_in_2014.svg

https://www.graphiq.com/vlp/heNN71eMUnP?utm_source=viz&utm_medium=viz.referral&utm_campaign=viz.ref.4553&utm_viz_id=heNN71eMUnP&utm_pubreferrer=www.businessinsider.com%2Fjapans-sex-problem-means-people-are-quitting-dating-and-marrying-friends-2016-12#0-Birth-Rate-by-Country

Posted by YiStock > 2016-12-08 10:26 | Report Abuse

Probaility, you seriously not scare ya? :-)

Posted by probability > 2016-12-08 10:31 | Report Abuse

was scared earlier before the price hit the bottom...

but have gone through worst roller coaster rides before - trick is just to close your eyes! it really works...

i mean at the real rides;)!

Posted by YiStock > 2016-12-08 11:03 | Report Abuse

I think your method of invest is good to use during bull market or when certain theme is in play. But during bear market, the risk is quite high. My assumption is derived from the perspective of my unsolved accounting issue. If they is really an invisible item, then upcoming results will be quite volatile.

You played well in steel theme. Well done.

Posted by probability > 2016-12-08 11:13 | Report Abuse

you could be right yistock....i tk risks at tolerable level only.

whats on your portfolio currently? :) just share a few..

Posted by Tan Cheng Poh > 2016-12-08 12:40 | Report Abuse

YiStock, probability this forum like your father one.boring la!please go to your whatsapp there if your want to talk rubbish!

Posted by probability > 2016-12-08 13:25 | Report Abuse

Tan Cheng Poh.... you very cruel la...
i give so much information earlier...even Yistock made a publishing on Johortin earlier...and we just started to chit chat a bit...u quickly come an whack me an my brother Yistock?

you no post anything..and simply whack us for celebrating a bit?

like this means we all wont post anything in i3 anymore..:(

hope you are happy.

Posted by probability > 2016-12-08 13:27 | Report Abuse

last time Icon & Pplane always fuxk each other here...
u never come and scold them?

just becoz we are small size...u bully us ah?

Posted by Tan Cheng Poh > 2016-12-08 13:52 | Report Abuse

don't angry la bro....just a joke only....

Posted by probability > 2016-12-08 14:36 | Report Abuse

ok...glad to hear that. So we continue posting...

Posted by Mgician > 2016-12-08 21:45 | Report Abuse

sugar price increasing ...

Posted by probability > 2016-12-08 21:56 | Report Abuse

the more it increases internationally the better.

Posted by terencefung90 > 2016-12-09 10:56 | Report Abuse

current price is 1.19, avg tp is 1.38, intrinsic value based on the latest quarter is RM1.95. This is dirt cheap! I'm optimistic about this.

Posted by GreedBull > 2016-12-09 14:47 | Report Abuse

Kindly be advised that JOHOTIN’s securities will be reclassified from Industrial Products sector to Consumer Products sector with effect from 9.00 a.m., Friday, 16 December 2016.


Valuation for Johotin based on consumer average PE? *of course cannot use Dlady or Nestle PE; how about PE 15?

Posted by probability > 2016-12-09 14:58 | Report Abuse

suggest new name: JohorDairy? JohorFood? JohorBeverage?

Posted by VenFx > 2016-12-09 15:01 | Report Abuse

JOYbull better.

Posted by LA777 > 2016-12-09 15:49 | Report Abuse

johordairy

Posted by probability > 2016-12-09 15:55 | Report Abuse

JohorMilkyBoobs

Posted by VenFx > 2016-12-09 16:08 | Report Abuse

1MDB kerbau

Posted by probability > 2016-12-09 16:09 | Report Abuse

susu Rosmah + susu Kerbau

Posted by LA777 > 2016-12-09 16:09 | Report Abuse

Johor Dairy Farm

Posted by VenFx > 2016-12-09 16:15 | Report Abuse

Drink CALVIN PLUS
u can have your dad and child talk non stop chat whole day.

Posted by probability > 2016-12-09 23:20 | Report Abuse

Since they are targeting africa...lets name it "AfricanMomma"

http://www.telemundo.com/sites/nbcutelemundo/files/images/promo/article/2016/04/05/kassondra-coxson-amamantando-a-sus-dos-hijos.jpg

Posted by probability > 2016-12-09 23:23 | Report Abuse

wonder if one african baby drinks 2 liter milk a day?

Posted by xanavi > 2016-12-10 15:36 | Report Abuse

probability sifu...thanks for your thorough research of the condensed milk and its raw mat cost...

Posted by paperplane2016 > 2016-12-10 21:42 | Report Abuse

Wow, 1.23.few day not here Sudah rebound

Posted by mancingbursa > 2016-12-14 16:50 | Report Abuse

Who's claim the weak mrt and johotin will up up up??

Posted by Patrick13 > 2016-12-17 19:26 | Report Abuse

Johotin shift from Industrial Products to Consumer Products start from 16/12/16, is there any impact?

Posted by pang72 > 2016-12-19 00:33 | Report Abuse

Consumer stock normally deserve higher PE like nestle,dutch lady , kawan, f&n...so Johor tin will go higher

Posted by paperplane2016 > 2016-12-19 11:02 | Report Abuse

hope for the best

Posted by SKTRADER > 2016-12-19 15:42 | Report Abuse

tired ...

Posted by probability > 2016-12-19 15:49 | Report Abuse

after current weeding...i guess it should break new high