Posted by tonylim > 2014-02-24 11:56 | Report Abuse

hehehe, phew. quite a wait. Bird.
aunloke, good morning
guys only sell above 2

Posted by tonylim > 2014-02-24 11:59 | Report Abuse

aunloke, what are you in after tguan

Posted by aunloke > 2014-02-24 12:05 | Report Abuse

Didn't buy any after Tguan just watching my KSL Fitter and Kfima moving at the same time thinking of going into Success, what do you think of Success ?

Posted by Firebird2 > 2014-02-24 12:12 | Report Abuse

Yes TL, keep first and see if it cross 2.00 soon.
Comparatively Rev, PBT, EPS is much better than a lot of others, but share price lagging. Market should wise up to this.

Posted by aunloke > 2014-02-24 12:13 | Report Abuse

BTW, I may add more Johotin .

Posted by tonylim > 2014-02-24 12:13 | Report Abuse

no follow success. 145 now. used to own them 2007?

Posted by tonylim > 2014-02-24 12:16 | Report Abuse

aunloke, some consistent interest in KSL

Posted by tonylim > 2014-02-24 12:17 | Report Abuse

bird thks for the note. I am heavy on the warrants again as usual.
small qty issues

Posted by Firebird2 > 2014-02-24 12:19 | Report Abuse

I use to own Success too. Just too slow.

Posted by Firebird2 > 2014-02-24 12:21 | Report Abuse

Thx Tony, aunloke

Posted by tonylim > 2014-02-24 12:22 | Report Abuse

Bird, aunloke stocks all very slow and steady one

Posted by aunloke > 2014-02-24 12:31 | Report Abuse

Be a fisherman ,cast the line just sit down and wait .

Posted by Firebird2 > 2014-02-24 12:41 | Report Abuse

I will salivate too much waiting on my line, and watching big catches that i will miss.

Posted by firebird2 > 2014-05-07 15:11 | Report Abuse

Havent seen this buy Q volume for a long time hehe

Posted by chickmonk > 2014-05-07 15:19 | Report Abuse

Good quarterly result coming, maybe new factory contribute earning.

Posted by firebird2 > 2014-05-07 15:23 | Report Abuse

We wont know till they announced, so disadvantaged. Meanwhile those with info might take in more early.

Posted by aunloke > 2014-05-08 11:31 | Report Abuse

Johotin is warming up , don't worry about its Q result it won't change much.

Posted by firebird2 > 2014-05-08 11:45 | Report Abuse

Better corporate exercise, since small number of shares issued now. Do a bonus and split better, and it goes up to Rm8, LOL

Posted by aunloke > 2014-05-08 12:33 | Report Abuse

If you watch the chart you'll notice that it has dropped for almost a year and stabled at this level which should be its strong support, going forward its only direction is up unless all markets crash .

Posted by tonylim > 2014-05-08 13:17 | Report Abuse

Bght some. I call this laggard

Posted by johnchong > 2014-05-08 13:48 | Report Abuse

Haha I'm onboard thanks to Tony.
Bollinger Band is narrowing and squeezing; soon the pressure burst, hurrah!!

Posted by Icon8888 > 2014-05-08 14:21 | Report Abuse

I am compiling info to write an article

Posted by tonylim > 2014-05-08 14:22 | Report Abuse

Goodie

Posted by chickmonk > 2014-05-21 15:06 | Report Abuse

Good news coming?

Posted by Bs1688 > 2014-05-21 15:25 | Report Abuse

2% dividend , ex date end of june

Posted by NOBY > 2014-05-22 12:49 | Report Abuse

No idea why ppl are selling off... is it just because net profit drop compared to last year ? But that is because of higher tax cost which is not related to their operations. The PBT numbers shows improvement Q-on-Q in terms of numbers and margins,

PBT margin improved to 12.4% from 8.8% last quarter.
Revenue increased by 19% compared to same quarter last year.
The food and beverage division profit increased by 76% compared to same Q last year.The profit margins for this division has also increased to 11% compared to single digit margins from last year.

It is a value buy at this price as the stock is trading close to 52 wk low and with attractive forward earnings yield.

Posted by Yong Chian Haw > 2014-05-22 15:05 | Report Abuse

any reason why this time johotin had to pay higher tax rate?

Posted by tt101 > 2014-06-03 12:44 | Report Abuse

Tax rate is fixed. Tax payable =/= profit x tax rate.
Statutory income need to adjust by capital allowance, Balancing charges, disallowed expenditures and etc before to derive the tax payable.
Sometime a loss company need to pay tax also might happen.

Posted by StockLearner > 2014-07-03 23:15 | Report Abuse

The cheapest F&B & packaging counter in Malaysia... Lai liao... huat ar....

Posted by StockLearner > 2014-07-03 23:19 | Report Abuse

Even PPHB without dividend also trade at 0.84 or equal to nearly 8 times of PE. So this stock with dividend 4 cents+ and net profit margin over 8% compared to PPHB only 7% net profit margin should be traded at what PE? huat ar...

Posted by StockLearner > 2014-07-03 23:21 | Report Abuse

Price has been pulled up to RM1.68 & stay there for the last 6 trading days. What come next?

Posted by StockLearner > 2014-07-03 23:23 | Report Abuse

Technically speaking, all MA lines are below the current price RM1.68 & sideway chart has been formed since last year December 2013. Seem like now a new price trend emerge. Monitor & see.

Posted by StockLearner > 2014-07-04 07:56 | Report Abuse

Shareholders keep on buying Johotin since 2011 takeover dairies products company. Ng Kheng Hoe, the person sold dairies business to Johotin also bought back shares to 10%. What does this mean? It means shareholders have great confident on this company.

Posted by StockLearner > 2014-07-04 07:59 | Report Abuse

Johotin has been talking about building new production line for dairies products since 2012 & in March 2014, RM15 million has been allocated to do this. With this expansion, supply of evaporated condensed milk & condensed sweetened milk can be increased to 25%. Company is expanding more into F&B industry & so far, average F&B industry is enjoying at least 12 PE. Buy before this stock shoot up...

Posted by StockLearner > 2014-07-04 08:10 | Report Abuse

RHB report state the share at TP RM1.38 with PE 6 times is reasonable? I guess RHB wants its investors to buy more Johotin stocks before it raises up the TP to RM2.2 with PE 10 times. Buy before you miss the last chance to own a good stock fundamentally sound, technically sound & shareholders also confident on its company's growth plan... Grab it...

Posted by StockLearner > 2014-07-04 08:47 | Report Abuse

Just do a detailed analysis & found out that F&B industry averagely PE is 15 times & packaging industry averagely PE is 11.55. Johotin's business NPAT 66% come from F&B & 34% come from tin packaging business. So FY 2013 NPAT is RM21110 x 0.66 x 15 (F&B) + RM21110 x 0.34 x 12 (packaging) = RM295,117. Optimistically, this stock can value at RM295,117. With 93,305 share outstanding the TP can be RM295,117 / 93,305 = RM3.16. This excludes yet the expansion plan on dairies products recently announced in March 2014 with RM15 million set aside. Grab it & hold it for 1 year...

Posted by StockLearner > 2014-07-04 09:10 | Report Abuse

RHB report stated that due to tin industry not expanding & local consumer market is not good in the coming future, johotin's TP is only worth PE times, equal to RM1.38. This is WRONG. Why? 80% of F&B dairies products are export-oriented. Moreover, in 2011 in theedgemalaysia.com has stated clearly by the Johotin CEO that johotin only keeps 2 month's tin stock for production & johotin is able to pass on higher cost of tin in case KLTM price is up. So far, after taking over Able Dairies Sdn Bhd, johotin's net profit margin maintains quite well above 8%. Grab it & hold it for 1 year... Huat Ar...

Posted by StockLearner > 2014-07-04 09:53 | Report Abuse

When Johotin acquire Able Dairies Sdn Bhd, the PE is 15 times of Able Dairies's NPAT at RM2,003,000 & the purchase price is RM31,000,000. The latest transaction is Can-one acquired F&B Nutrition Sdn Bhd at 15 times of PE. So TP at RM3.16 is reasonable, excluding the expansion plan yet. Grab it & hold it for 1 year...

Posted by 1901 > 2014-07-04 10:25 | Report Abuse

sure wait for TA signal...

Posted by StockLearner > 2014-07-04 10:33 | Report Abuse

Look through F&N latest quarterly report, demand for dairies products in Thailand & Malaysia expanded with double digit growth & remain firm. So, Johotin's factory expansion is just in the right uptrend demand wave. Huat Ar...

Posted by StockLearner > 2014-07-07 10:59 | Report Abuse

Last chance to grab Johotin as the price has been pulled up at RM1.68 for the last 7 trading days... TP is RM3.16 ideally. 1st resistance is RM2 to RM2.10

Posted by QQ12 > 2014-07-07 11:16 | Report Abuse

Time to wake up......is very undervalue stock..

Posted by arv18 > 2014-07-07 11:21 | Report Abuse

t is beautifully set up, TA wise. it has been in consolidation for 6 months+

all it needs is a spark.

i wonder if anyone saw the ridiculous RHB report with a TP of 1.38?
-i'm not sure if the 'anal'-yst realised that this stock used to be a OSK/RHB 'small-cap' jewel ROTFL

Posted by StockLearner > 2014-07-07 12:16 | Report Abuse

F&N expands greatly to Indochina market for its dairies product. In fact, now market has strong demand on evaporated sweetened milk & condensed milk. So, almost all factories from F&N and F&B Nutrition Sdn Bhd and Able Dairies Sdn Bhd run at full production capacity. If we read through F&B industries PE, the average PE is 15 times. So, now Johotin trades at 7.5 times of PE, is it justifiable? Time to Shoot up...::))

Posted by arv18 > 2014-07-07 12:24 | Report Abuse

yes, yes, StockLearner, we get the message/picture. these things take time. maybe you should start a blog like bonecythe?

Posted by StockLearner > 2014-07-07 12:50 | Report Abuse

Thx, considering set up a blog if time is allowed... But Bonecythe is much better & skilful... a lot things can learn from him... cheers...

Posted by StockLearner > 2014-07-07 15:24 | Report Abuse

Johotin is going to shoot up sharply once it break up RM1.68. Why? 21st May 2014 its price shoot up to RM1.71 & just touches the MA 240 but failed to break through. Now this is the 2nd time it tests the MA240. Once it breaks up, RM2 to RM2.10 is not far away... Grab it... the price has been stable for the last 7 trading days & has been consolidated sideway since December 2013...

Posted by arv18 > 2014-07-07 15:31 | Report Abuse

bro. you really need to stop spamming. it does not look good. it just makes you look sad and desperate. chill. lah.

Posted by StockLearner > 2014-07-07 19:32 | Report Abuse

hi arv18. thx for ur suggestion. Yes, patience pays off... holding quite long liao... yes... wait...

Posted by StockLearner > 2014-07-08 17:03 | Report Abuse

Warrant is more demanding than mother share... coming...