Posted by LuckyG > 2018-01-09 07:44 | Report Abuse

Even US trend switching from IT to under value good track record stock

Posted by WaAdaLui > 2018-01-10 09:51 | Report Abuse

Dividend $0.005 received ^.^

Posted by pc_FA > 2018-01-10 22:30 | Report Abuse

Almost forget check dividend. Hehe.

Posted by mjlee > 2018-01-12 08:26 | Report Abuse

dividend so little. loss big

Posted by WaAdaLui > 2018-01-13 11:00 | Report Abuse

Dividend pay for 2017
Ex 13Jun17 - 3.0 cts
Ex 02Oct17 - 1.0 cts
Ex 21Dec17 - 0.5 cts

Total 4.5 cts

Cost of holding $1.15
DY= 3.9%

HiHi.... not bad lo ^.^

Posted by husky88 > 2018-01-13 12:35 | Report Abuse

Usd drop =johotin bad

Posted by mjlee > 2018-01-13 21:12 | Report Abuse

dunno future prospect good or not

Posted by mjlee > 2018-01-13 21:12 |

Post removed.Why?

Posted by kochun > 2018-01-15 10:48 | Report Abuse

TA securities released a new report today on Johortin! TP RM1.75 now.

BUY BUY BUY!

Posted by pc_FA > 2018-01-15 12:51 | Report Abuse

https://klse.i3investor.com/blogs/taresearch/144223.jsp

Posted by ITreeinvestor > 2018-01-15 13:46 | Report Abuse

no matter who provide TP, the price still stagnant there.

Posted by WaAdaLui > 2018-01-15 16:13 | Report Abuse

Ringgit Strengthening to Benefit JTB

We believe approximately 70% of JTB’s revenues are generated through export sales of tin manufacturing and F&B products while approximately 80% of JTB’s costs of goods sold are imported raw materials (i.e. tinplates and milk powder). Hence, JTB being a net importer will benefit from strengthening of Ringgit. Our sensitivity analysis finds that for every 5 sen appreciation in Ringgit against the dollar, JTB’s net core earnings increases by 3.0% YoY, ceteris paribus.

TA

Posted by WaAdaLui > 2018-01-15 16:15 | Report Abuse

As i said b4.
USD movement will not affect JTB much.

Posted by sapurakencana > 2018-01-15 18:16 | Report Abuse

will provision for doubtful debt again affect the coming quarter report.This is the imply risk to be consider.

Posted by pc_FA > 2018-01-15 20:51 | Report Abuse

https://www.klsescreener.com/v2/news/view/330501/进口成本降低-柔佛珍受惠于马币走强

Posted by pc_FA > 2018-01-15 20:52 | Report Abuse

I believe no more "provision for doubtful debt" in future QR. One of forumer did clarify it with Johotin management.

Posted by kochun > 2018-01-16 09:24 | Report Abuse

Johortin up 8 sen now. start your engines! BUY BUY BUY

Posted by WaAdaLui > 2018-01-16 10:55 | Report Abuse

我要飞得更高。。。 飞得更高。。。狂风一样舞蹈 挣脱怀抱。。。

Posted by LuckyG > 2018-01-16 11:22 | Report Abuse

Hahahaha good one ! Wadalui. I think min 1.50 before next Q release. Milk powder cost price drop 35% is alot alot

Posted by limiklimik > 2018-01-16 11:37 | Report Abuse

Ini bukan tin kosong ya ...hihihi

Posted by WaAdaLui > 2018-01-16 11:59 | Report Abuse

Impact on 4QFY17 Results

We raise our FY17 earnings projections by 8.0% to account for lower-thanexpected skimmed milk price and normalising tin manufacturing profit margin. We have also increased our earnings forecasts by 2.6% and 6.9% for FY18 and FY19 respectively premised on assumptions that: 1) ringgit will average to USDMYR4.10 in 2018 and 2019, as well as 2) commissioning of new plant in Mexico in 4Q18 with utilisation of 30% and 40% for FY18 and FY19 respectively.

TA

***We raise our FY17 earnings projections by 8.0%***

FY2016 PAT RM 36,084,000

To achieve 8% of increment,

FY17 Q1 PAT RM 10,319,000
FY17 Q2 PAT RM 6,884,000
FY17 Q3 PAT RM 8,079,000
FY17 Q4 PAT RM 13,688,000***

FY2017 PAT RM38,970,000

Posted by WaAdaLui > 2018-01-16 12:20 | Report Abuse

Progress of Mexico JV

Management guided that the progress on the construction of an 80,000-tonnes capacity evaporated milk and condensed milk factory by its 40%-owned joint venture, i.e. Able Dairies Mexico, is expected to complete by 4Q18. JTB sees this venture as an opportunity to gain market share from its sole competitor, i.e. Nestle Mexico

TA

Wanna fight with NESTLE ka!!!!! So power meh?
HIhihi.....

Posted by LuckyG > 2018-01-16 12:43 | Report Abuse

Sole competitor !

Posted by tomblack > 2018-01-16 13:57 | Report Abuse

Kesm is a good buy. After the AGM, the outlook of KESM is very good.

Posted by the13 > 2018-01-16 15:33 | Report Abuse

fantastic johotin

Posted by LuckyG > 2018-01-16 15:55 | Report Abuse

oh big fund coming in !!!! this time is real !!!

Posted by WaAdaLui > 2018-01-16 16:10 | Report Abuse

Look!!!! is a Bird? NO!!! is a plane? NO!!! is JTB..... Phew!!!!!!!! UP UP to the SKY

Posted by TzeYau Tan > 2018-01-16 16:12 | Report Abuse

up up up

Posted by Ggwpbro > 2018-01-16 16:13 | Report Abuse

Johore Tin Berhad - F&B Continues to Support Earnings
Source : TA, Price Call : BUY, Price Target : 1.75
Last Price : 1.33, Upside/Downside : +0.42(31.58%)

Posted by pc_FA > 2018-01-16 16:54 | Report Abuse

Top 3 Gainer are Nestle, Dutch Lady, Johotin. All are peers and consumer counter.
Market Theme change to Consumer?

Posted by LuckyG > 2018-01-16 16:56 | Report Abuse

yup from IT to consumer product . which undervalue . us market already started and china too

Posted by pc_FA > 2018-01-16 17:01 | Report Abuse

@LuckyG, Agree. You are right. As what you stated earlier,
"ppl start to goreng consumer and healthy counter in china . which they call it whitehorse stock ".

Hope it can reflect the Real Value of Johotin :)

Posted by abu > 2018-01-16 17:07 | Report Abuse

When price drop lower, accumulate buy with lesser confidence, when price gap up, regret buy not enough.

Posted by WaAdaLui > 2018-01-16 17:20 | Report Abuse

Wa sudah shout kuat kuat ma! 1.20 is for u to buy, not sell.
Dun know got anyone listen or not.

Posted by wakarimas > 2018-01-16 18:08 | Report Abuse

makan viagra , up so high

Posted by pc_FA > 2018-01-16 19:26 | Report Abuse

https://www.klsescreener.com/v2/news/view/331065/johore-tin-shares-up-12-3-on-brighter-prospects

Posted by keyin > 2018-01-16 23:15 | Report Abuse

This time can hit 2?

Posted by pc_FA > 2018-01-16 23:47 | Report Abuse

I believe raw material cost (milk, sugar,etc) at historical low and strengthen RM will benefit Johotin profit margin.

Posted by pc_FA > 2018-01-17 10:08 | Report Abuse

https://klse.i3investor.com/blogs/nanyang_stock_expert/144526.jsp

Posted by pc_FA > 2018-01-17 10:16 | Report Abuse

TA predict Johotin 2017Q4 Revenue is RM 133,701,000 and PAT RM 7.418.000. Let see upcoming QR.

Posted by WaAdaLui > 2018-01-17 10:43 | Report Abuse

Western Europe -International Market Prices of Skim Milk Powder
Aug 2017 x USD 2125
Sep 2017 x USD 2004
Oct 2017 x USD 1825
Nov 2017 x USD 1763
Dec 2017 x USD 1700
Jan 2018 x USD 1650

Posted by ITreeinvestor > 2018-01-18 08:35 | Report Abuse

1 day show like before

Posted by WaAdaLui > 2018-01-18 11:36 | Report Abuse

Tuesday +19sen , Wednesday -9sen. Normal la ...
Today market RED RED, JTB still GREEN GREEN !!!

Tuesday price up support by huge volume, is real real SOLID UP !!!
Kecil MEOW like us can not buy up the price with such volume Lo...

Posted by abu > 2018-01-18 14:57 | Report Abuse

same pattern like Nov17 when previous analyst report out...

Posted by sapurakencana > 2018-01-18 21:39 | Report Abuse

Let talk about Nestle,F &N & Dlady who also milk powder manufacturer,why their price shut up almost 20%(represent investor so confident they wil earn more even previously they declare 2 quarter drop in NP 20-30%),if the coming quarter their Qtr report is good,then we can guess Johoretin also may declare good result due to all of them are strong ringgit beneficiarer

Posted by John1234 > 2018-01-19 13:40 | Report Abuse

Today is T+3 after the last spike. Price could move up if big players have accumulated more at current prices and after contra selling period...

Posted by LuckyG > 2018-01-19 14:26 | Report Abuse

today selling pressure is surprisingly low ... i think johotin will rally again soon.

Posted by shpg22 > 2018-01-19 14:28 | Report Abuse

SELL...next 2 quarter result will not be good.

Posted by John1234 > 2018-01-19 17:17 | Report Abuse

Vol traded is low today(not much contra selling). This means most players are not willing to sell at current price. Hope TA securities research house is right on its analysis...

Posted by Eric6790 > 2018-01-21 16:55 | Report Abuse

hope it will rebound till cny