Posted by mjlee > 2017-11-26 15:58 |

Post removed.Why?

Posted by mjlee > 2017-11-26 15:58 |

Post removed.Why?

Posted by sapurakencana > 2017-11-27 10:42 | Report Abuse

dont so sad,when price drop we can keep buying at cheap.i think the market bad boy wil keep on selling to kid out those short term player,so enjoy your holiday

Posted by charliemunger > 2017-11-27 17:05 | Report Abuse

foresee a really bad quarter...tmr 1.25

Posted by husky88 > 2017-11-27 18:15 | Report Abuse

Material cost up, labor up , gts , import tax , export tax and etc . See likely bad q

Posted by mjlee > 2017-11-27 22:40 | Report Abuse

luckyg any comment or update ?

Posted by LuckyG > 2017-11-27 23:01 | Report Abuse

i am expecting revenue 130m-150m . profit should be 7.5%-8.5% . i double check the milk powder cost price and aluminium cost price jun july aug price , look ok to me . other comments make we worry but i will just hold . if you look at cocoland latest quarter its is ok drop 13% on profit with almost same revenue .basically cocoland make 3.5cent per quarter but price is more then double of johotin . no reason to sell now johotin is super value buy . anyway i waiting for Q result out , if my expecting come true i will jump in buy .( 130mil turnover and 10mil net profit)

Posted by mjlee > 2017-11-28 06:47 |

Post removed.Why?

Posted by LuckyG > 2017-11-28 08:25 | Report Abuse

yup .... as long as revenue grow . profit will surely come !

Posted by the13 > 2017-11-28 09:55 | Report Abuse

what happened to johotin?

Posted by wan7075 > 2017-11-28 10:10 | Report Abuse

luckyG, aluminium cost price jun july aug price is OK. how about the the price on sep, oct and nov?
I think it will affect the future earning.

Posted by LuckyG > 2017-11-28 10:18 | Report Abuse

yup . aluminum price higher in sep oct and nov ..... but the sugar price and milk powder price for these 3 month drop . should be contra off the hike cost in aluminium . anyway the label print segment should not be affected by cost increase . so 3 segment of market , tin cost up , FB cost lower ,label print no changes . so i expect affect abit only .

Posted by WaAdaLui > 2017-11-28 11:19 | Report Abuse

想哭。 1.25没买到

Posted by WaAdaLui > 2017-11-28 11:20 | Report Abuse

Sold abit @ 1.43, wanna buy back lo.

Posted by Yipi > 2017-11-28 11:21 | Report Abuse

slowly recover back... this morning 1.24, scary... dunno want cut loss or not.. end up tahan, can still hold tight

Posted by Yipi > 2017-11-28 11:24 | Report Abuse

all panic sales just now...

Posted by Yipi > 2017-11-28 11:24 | Report Abuse

luckyG ur statement make us more confidence let us see how tml. the result going to announce

Posted by WaAdaLui > 2017-11-28 11:39 | Report Abuse

Aiyoyo.... Current price @1.28, Paper loss 10k. But no worry, cos overall still got 5gidit profit.

Posted by smartly > 2017-11-28 11:45 | Report Abuse

need to wait for the dust to settle as the warrants A will turn mother shares which add up more shares in the market...some may prefer to take profit if any.

wait till result out first.

Posted by Alvinkua > 2017-11-28 13:36 | Report Abuse

Today release QR....

Posted by charliemunger > 2017-11-28 14:01 | Report Abuse

exciting

Posted by Yipi > 2017-11-28 15:00 | Report Abuse

Price slowly recover compared to morning session

Posted by Yipi > 2017-11-28 18:00 | Report Abuse

Results out

Posted by charliemunger > 2017-11-28 18:09 | Report Abuse

longkang result..tmr sure got cheap sale!!

Posted by kevin008 > 2017-11-28 18:14 | Report Abuse

again allowance for doubtful debts

For the F&B segment, revenue increased by RM13.64 million from RM92.9 million to RM106.54 million
mainly due to higher sales from dairy products. The profit before tax decreased by RM5.1 million from
RM10.05 million to RM4.95 million for the current quarter under review mainly due to allowance for
doubtful debts in the current quarter.

Posted by lucalucas > 2017-11-28 18:15 | Report Abuse

I think it’s not bad.

Posted by Henry Tang > 2017-11-28 18:20 | Report Abuse

profit is history high~~Able Dairies Marketing Sdn Bhd, has started operations in 3rd quarter of this year.

Posted by Henry Tang > 2017-11-28 18:21 | Report Abuse

revenue history high**

Posted by clown > 2017-11-28 18:22 | Report Abuse

0.5sen dividend

Posted by sapurakencana > 2017-11-28 18:24 | Report Abuse

good new is company total liability reduce from 122mil to 94mil (around 28mil) & Trade payable & other payable are reletively low 48mil.

Posted by the13 > 2017-11-28 18:42 | Report Abuse

still not a bad quarter result

Posted by warren22 > 2017-11-28 18:42 | Report Abuse

continue three quarter declare dividend. same policy with tomxpak.

Posted by Yipi > 2017-11-28 18:52 | Report Abuse

Tml will drop seriously? Look like bad debt is keep on repeating

Posted by LuckyG > 2017-11-28 19:20 | Report Abuse

Hahaha yipi

Posted by mjlee > 2017-11-28 19:29 | Report Abuse

for me. I think quite satisfied qr

Posted by windcai123 > 2017-11-28 19:30 | Report Abuse

For some ppl is very bad result but for me is good, cus I can collect again with lower price...

Posted by onlyinvestment > 2017-11-28 20:29 | Report Abuse

Today I focus in Lsteel so no aware morning session trading low price. Har , really bad result for QR 3?? Aiyo , one wave havent settle another wave come up . Die die hold lol what can do ?

Posted by LuckyG > 2017-11-28 20:51 | Report Abuse

record high revenue 132mil and record high profit 13.2mil .(8.1mil+5.1mil)
5.1 mil is ALLOWANCE FOR DOUBTFUL DEBT NOT BAD DEBT !

The profit before tax decreased by RM5.1 million from
RM10.05 million to RM4.95 million for the current quarter under review mainly due to allowance for
doubtful debts in the current quarter.

Posted by LuckyG > 2017-11-28 20:56 | Report Abuse

so tomorrow i am going to buy in as the result meet my forecast 130mil revenue and 7.5% profit .
early morning hope more noob dump their share as they dont know what is provision for doubtful debt ....... wait research center increase johotin TP to 2.00 then noob will come in buy . i will sell them back make some contra profit lolx.

Posted by LuckyG > 2017-11-28 20:57 | Report Abuse

Yipi you go google what is provision for doubtful debt .

Posted by LuckyG > 2017-11-28 21:08 | Report Abuse

profit margin maintain at 10% !
Not affected by hiking cost labour cost etc like other consumer counter .
excellent management !

Posted by kevin008 > 2017-11-28 21:42 | Report Abuse

https://m.facebook.com/story.php?story_fbid=2055073068046081&id=2017748508445204

Posted by ltg100y > 2017-11-28 22:45 | Report Abuse

@LuckyG the report does not mention the exact amount of allowance for doubtful debt, so you should not simply add in back to net profit. Anyway, my main concern is will this allowance for doubtful debt continue to happen in Q4?

Posted by LuckyG > 2017-11-28 22:56 | Report Abuse

it mention 5.1m !

The profit before tax decreased by RM5.1 million from
RM10.05 million to RM4.95 million for the current quarter under review mainly due to allowance for
doubtful debts in the current quarter.

Posted by LuckyG > 2017-11-28 23:08 | Report Abuse

johotin management is very conservative one, so if the sales continue to jump i think they will continue to allocate provision for doubtful debt . ( personal guess) . till one point ... the bad debt really happen or to one point management less worry about collection of debt(reversal of provision turn into profit) .
personal view , we all know these management very kiam siap one like my mother in law hahaha . she got very very low bad debt ! .no one can run away from her even INDIAN cant . just joking .

Posted by yongyos > 2017-11-28 23:12 | Report Abuse

the analyst should answer this doubtful debt question bcos they normally attend quarter announcement

Posted by kevin008 > 2017-11-28 23:34 | Report Abuse

many ppl dun understand wat is provision la haha..they just see profit drop haha
let see tmr market how..

Posted by yongyos > 2017-11-28 23:46 | Report Abuse

provision for doubtful debt basically got 2 type. one is general mean u dunno who will not pay but due to accounting wide they need to provide

Posted by yongyos > 2017-11-28 23:48 | Report Abuse

another one is specific mean u know who didn't pay n you have to provide bcos you suing that fellow.

Posted by yongyos > 2017-11-28 23:49 | Report Abuse

so here we need to know for johortin whether the provision is general or specific.