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Japfa IPO 15 August Post Reply Rate topic
Qanghoo Supreme	20-Apr-2015 06:34        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it' s a subsidiary.  Nevertheless, shd have an adverse impact on the mother' s results too.  How bad it is we shall see.  But it begs the qn - was the IPO overpriced?  N were there info that was not clearly disclosed in the IPO doc?  Sad for investors, especially retailers.  Heard that for the abortive Transcab IPO someone had blown the whistle in the nick of time.  Otherwise, who knows, some of us might probably have ended up burnt too! edwinjup      ( Date: 20-Apr-2015 06:14) Posted: Profit warning.....pls take note...
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edwinjup Supreme	20-Apr-2015 06:14        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Profit warning.....pls take note...
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edmunk Member	16-Apr-2015 16:44        edmunk About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone has the summary of Japfa' s AGM which happened yesterday?
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spore1 Supreme	08-Apr-2015 22:25        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	seems going to test 55 cents and head higher towards 60 cents soon
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hlfoo2010 Master	07-Mar-2015 21:56        hlfoo2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	U appear 2 b very clever and smart in english but what about others > > > ???? In this society they many not that smart in english like u, they are many are " retard" people they are good people.english no good or dont know english, so  when like u critise them u waste u time. It ok english no good not a crime la, anyway i from chinese school.  lucky i know how to sign spec doc sign  dwg   got $$$$$   ok lala .Ask  others have good english like u do the  donkey works  . I drink english tea watch stock market play golf la  . Y make life difficult  , sportsl      ( Date: 07-Mar-2015 13:02) Posted: what illegible rubbish you this retard is writing?! your english fail very very badly! you this retard must go back to attend primary one lessons! you are a crazy total loser retard! hlfoo2010      ( Date: 07-Mar-2015 12:45) Posted: U are R, not only fail, but v v badly.   been writing  for  years. u-ed 2 sign 4 many years  d....dwgs.n postageat my door  spelling 4goten.   Thousnd of sorry???
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sportsl Member	07-Mar-2015 13:33        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Limpeh is very glad that you this stupid retard is losing money in your stocks!   BlueDogMeow      ( Date: 07-Mar-2015 13:24) Posted: it is very interesting how dichotomous people are.  if you are vested and you call for a counter-consensus trade, you get shot down for being bias if you are not vested, you do not have skin in the game People can be so stupid sportsl      ( Date: 07-Mar-2015 13:16) Posted: this already proves you made very wrong decisions! And also this proves you calling for a biased buy call on the counters that you yourself had been vested at much higher prices!
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sportsl Member	07-Mar-2015 13:31        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	you this retard is dead wrong! you discredit yourself! you made very wrong decisions to buys stocks at much higher prices , but your stocks had fallen badly after you bought them and you shamefully come to write in online forums calling for a string buy on your losing stocks@ BlueDogMeow      ( Date: 07-Mar-2015 13:24) Posted: it is very interesting how dichotomous people are.  if you are vested and you call for a counter-consensus trade, you get shot down for being bias if you are not vested, you do not have skin in the game People can be so stupid sportsl      ( Date: 07-Mar-2015 13:16) Posted: this already proves you made very wrong decisions! And also this proves you calling for a biased buy call on the counters that you yourself had been vested at much higher prices!
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sportsl Member	07-Mar-2015 13:16        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	this already proves you made very wrong decisions! And also this proves you calling for a biased buy call on the counters that you yourself had been vested at much higher prices!   BlueDogMeow      ( Date: 07-Mar-2015 13:14) Posted: untrue for soilbuild, true for PTC.  I would like to point out that I shorted Japfa at $1 too. Btw, this is my old blog, my new blog is chemiccapital.com sportsl      ( Date: 07-Mar-2015 13:06) Posted: I saw from your blog that you are suffering bad paper losses from your soilbuild and PTC! your blog wrote you bought these counters at much higher prices than todays' current prices! you already made very wrong decisons! Although I did not key in the buy order for Japfa last week, but I still strongly think Jaofa won' t fall to your so-called 35 cts target
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sportsl Member	07-Mar-2015 13:06        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	I saw from your blog that you are suffering bad paper losses from your soilbuild and PTC! your blog wrote you bought these counters at much higher prices than todays' current prices! you already made very wrong decisons! Although I did not key in the buy order for Japfa last week, but I still strongly think Jaofa won' t fall to your so-called 35 cts target BlueDogMeow      ( Date: 07-Mar-2015 12:36) Posted: To quote howard marks, anything can be AAA, if bought that the right price.  Soilbuild and PTC are cash generative businesses that have nice growth runway and significant amount of hidden assets.  BlueDogMeow      ( Date: 07-Mar-2015 12:30) Posted: Japfa is not cyclical, the products it produces is very stable.  Japfa is trading at a level which implies strong growth and operating margins expansion. While that might happen...it is hard. Japfa is in a fragmentated commoditized asset-heavy industry. Revenue growth required massive cash investment, and operating margins expansion requires industry consolidation or rationalization, which is rare in a high growth environment.  I would be careful of Japfa is I were you. Perhaps if it is trading at 35c...then it would be fair.
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sportsl Member	07-Mar-2015 13:02        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	what illegible rubbish you this retard is writing?! your english fail very very badly! you this retard must go back to attend primary one lessons! you are a crazy total loser retard! hlfoo2010      ( Date: 07-Mar-2015 12:45) Posted: U are R, not only fail, but v v badly.   been writing  for  years. u-ed 2 sign 4 many years  d....dwgs.n postageat my door  spelling 4goten.   Thousnd of sorry??? sportsl      ( Date: 28-Feb-2015 20:44) Posted: your english fail
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hlfoo2010 Master	07-Mar-2015 12:45        hlfoo2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	U are R, not only fail, but v v badly.   been writing  for  years. u-ed 2 sign 4 many years  d....dwgs.n postageat my door  spelling 4goten.   Thousnd of sorry??? sportsl      ( Date: 28-Feb-2015 20:44) Posted: your english fail hlfoo2010      ( Date: 28-Feb-2015 20:37) Posted: Spare $65,000( not less but not much)  in bank account currently, leave there 能 胀 能 缩 lah. wait the clash day to come made more and safer .
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sportsl Member	28-Feb-2015 20:44        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	your english fail hlfoo2010      ( Date: 28-Feb-2015 20:37) Posted: Spare $65,000( not less but not much)  in bank account currently, leave there 能 胀 能 缩 lah. wait the clash day to come made more and safer .
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hlfoo2010 Master	28-Feb-2015 20:37        hlfoo2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Spare $65,000( not less but not much)  in bank account currently, leave there 能 胀 能 缩 lah. wait the clash day to come made more and safer .
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sportsl Member	28-Feb-2015 19:49        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	What do you mean by arguable?! soilbuild and poh tiong choon have limited upside. If want buy these 2, might as well buy banks stocks or high dividend stocks. I want my portfolio to have a combination of blues chips/high dividends stocks plus cyclical stocks that when they rebound can rebound very strongly type of stocks such as Pfood and Food Empire (I had bought this Pfood 9 times during the past decade) BlueDogMeow      ( Date: 28-Feb-2015 19:35) Posted: perhaps you may want to look at Poh Tiong Choon logistics or Soilbuild construction. It is a safer, and arguable, has better upside as compared to Japfa.  sportsl      ( Date: 28-Feb-2015 19:28) Posted: you are wrong! many forummers here are very anti-cosco, anti-YZJ, anti-vard etc etc you go look at their past postings that touch on cosco, YZJ, vard etc etc, They never wrote buy cosco at 50 cts, swiber at 16 cts etc............. They wrote will only buy cosco at 20 cts and YZJ at 50 cts, and buy swiber at 5 cts and yanlord at 50 cts etc etc
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sportsl Member	28-Feb-2015 19:34        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many 20plus-years-old and  fresh school leavers forummers are extremely anti and prejudiced against these type of stocks. I' m not in my 20s. In fact I earned quite a good amount from People' s food  and cosco last time
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sportsl Member	28-Feb-2015 19:28        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	you are wrong! many forummers here are very anti-cosco, anti-YZJ, anti-vard etc etc you go look at their past postings that touch on cosco, YZJ, vard etc etc, They never wrote buy cosco at 50 cts, swiber at 16 cts etc............. They wrote will only buy cosco at 20 cts and YZJ at 50 cts, and buy swiber at 5 cts and yanlord at 50 cts etc etc   Qanghoo      ( Date: 28-Feb-2015 17:52) Posted: I' m just wondering what ' intrisic' value really mean.  Opinions differ among investors, so-called analysts n research hses.  A lot of time, issued 12-mth target buy or sell prices are never reached.  Personally, I wldn' t be so sure that Japfa wld never go down to 40c or lower.  If someone had predicted  two yrs  back  that COSCO wld reach 50c, or Vard 48c, or Midas 23c or Pac Andes 4.8c or Swiber 16c, these wld have been dismissed as ridiculous.  So, have these stocks been sold down below their ' intrinsic' values or were they overpriced and are now trading at their ' intrinsic' values now?  I also recall YZJ trading down to 82c abt a yr n a half ago before turning north.  My pt is - the mkt is that crazy n unpredictable.  So, for me at least, never say never n this is my 2c worth.  sportsl      ( Date: 28-Feb-2015 15:24) Posted: you are crazy! It' s impossible to buy a stock at 30-35% discount to any stocks intrinsic value.( unless miraculously enocuntered unexpected global disasters events such as Asan Financial Crisis 1998, World War 2, Lehman Crisis 2008,.) I now have spare $65,000 in my bank account currently. My broker got tell me to buy this Japfa a few days ago, he said current price very attractive and  long-term confirmed this Japfa sure will go up. But I haven' t buy Japfa yet. I' m still monitoring. But confirmed impossible for Japfa to fall to 40 cts, 40 cts is a ridiculous absurd impossible price. Same as those forummers posting only buy start NOL at 50 cts, Cosco at 20 cts, Vard at 30 cts etc. haha
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Qanghoo Supreme	28-Feb-2015 17:52        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m just wondering what ' intrisic' value really mean.  Opinions differ among investors, so-called analysts n research hses.  A lot of time, issued 12-mth target buy or sell prices are never reached.  Personally, I wldn' t be so sure that Japfa wld never go down to 40c or lower.  If someone had predicted  two yrs  back  that COSCO wld reach 50c, or Vard 48c, or Midas 23c or Pac Andes 4.8c or Swiber 16c, these wld have been dismissed as ridiculous.  So, have these stocks been sold down below their ' intrinsic' values or were they overpriced and are now trading at their ' intrinsic' values now?  I also recall YZJ trading down to 82c abt a yr n a half ago before turning north.  My pt is - the mkt is that crazy n unpredictable.  So, for me at least, never say never n this is my 2c worth.  sportsl      ( Date: 28-Feb-2015 15:24) Posted: you are crazy! It' s impossible to buy a stock at 30-35% discount to any stocks intrinsic value.( unless miraculously enocuntered unexpected global disasters events such as Asan Financial Crisis 1998, World War 2, Lehman Crisis 2008,.) I now have spare $65,000 in my bank account currently. My broker got tell me to buy this Japfa a few days ago, he said current price very attractive and  long-term confirmed this Japfa sure will go up. But I haven' t buy Japfa yet. I' m still monitoring. But confirmed impossible for Japfa to fall to 40 cts, 40 cts is a ridiculous absurd impossible price. Same as those forummers posting only buy start NOL at 50 cts, Cosco at 20 cts, Vard at 30 cts etc. haha     BlueDogMeow      ( Date: 28-Feb-2015 15:05) Posted: Well, I believe intrinsic value is roughly 50 cent. And I would like to buy at a 30-35% discount to intrnsic value to ensure a margin of safety and an adequate upside potential. This is a little dated, but I guess it could give you some context. I will be updating the model when I get the opportuntity.    https://www.dropbox.com/s/yj8hixcgd83s8rr/JAPFA%20FINANCIAL%20MODEL.xlsx?dl=0
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sportsl Member	28-Feb-2015 15:24        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	you are crazy! It' s impossible to buy a stock at 30-35% discount to any stocks intrinsic value.( unless miraculously enocuntered unexpected global disasters events such as Asan Financial Crisis 1998, World War 2, Lehman Crisis 2008,.) I now have spare $65,000 in my bank account currently. My broker got tell me to buy this Japfa a few days ago, he said current price very attractive and  long-term confirmed this Japfa sure will go up. But I haven' t buy Japfa yet. I' m still monitoring. But confirmed impossible for Japfa to fall to 40 cts, 40 cts is a ridiculous absurd impossible price. Same as those forummers posting only buy start NOL at 50 cts, Cosco at 20 cts, Vard at 30 cts etc. haha     BlueDogMeow      ( Date: 28-Feb-2015 15:05) Posted: Well, I believe intrinsic value is roughly 50 cent. And I would like to buy at a 30-35% discount to intrnsic value to ensure a margin of safety and an adequate upside potential. This is a little dated, but I guess it could give you some context. I will be updating the model when I get the opportuntity.    https://www.dropbox.com/s/yj8hixcgd83s8rr/JAPFA%20FINANCIAL%20MODEL.xlsx?dl=0 sportsl      ( Date: 28-Feb-2015 14:58) Posted: But why do you say only buy when 35-40 cts?! Becos I noticed many times in this forum the target prices to start buying posted by forummers in this forum always never never never got reached at all. Example, forummers posted will only start buying NOL at 50 cts, Vard at 30 cts, Noble at 50 cts, Cosco at 20 cts etc etc. But all these prices for these stocks all never got reached at all. Becos must give realistic target prices, no point giving ridiculous impossible target prices that can never be reached.
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sportsl Member	28-Feb-2015 14:58        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	But why do you say only buy when 35-40 cts?! Becos I noticed many times in this forum the target prices to start buying posted by forummers in this forum always never never never got reached at all. Example, forummers posted will only start buying NOL at 50 cts, Vard at 30 cts, Noble at 50 cts, Cosco at 20 cts etc etc. But all these prices for these stocks all never got reached at all. Becos must give realistic target prices, no point giving ridiculous impossible target prices that can never be reached. BlueDogMeow      ( Date: 28-Feb-2015 14:41) Posted: I think Japfa is  definitely an interesting company to research, but, from a rudimentary analysis, this stock is appriopriately priced, if not slightly overpriced.  I would pay more attention and do more work if it gets to the 35-40c range. sportsl      ( Date: 28-Feb-2015 14:28) Posted: Actually I saw from SGX website this Japfa' s results announcement was released to the public yesterday before market open at 8plus am in the morning, Japfa actually opened up half a cent at 55.5 cts and was trading positive at 55.5 cts the entire half a day till around 3 plus pm then got sell down to 53 cts at close. I' m not vested yet in this Japfa. Do you think if buy Japfa to hold for 1-2 years wil have good upside. Becos I remembered Livestocks such as last time Pfood always guarantee bounce after every deep fall. Pfood had crashed to 50 cts many times during from 2001 to 2013 but every time after crashing to 50 cts Pfood always always rebound back to $1 within 1 year (Pfood did this many times already hence very profitable for investors to buy to hold for a 6mths to 1 year) (Somemore Pfood' s reputation among s' poreans is even much worse than Japfa becos Pfood is a S-chip owned by PRCs whereas Japfa is owned by indonesian-chinese)
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sportsl Member	28-Feb-2015 14:28        sportsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually I saw from SGX website this Japfa' s results announcement was released to the public yesterday before market open at 8plus am in the morning, Japfa actually opened up half a cent at 55.5 cts and was trading positive at 55.5 cts the entire half a day till around 3 plus pm then got sell down to 53 cts at close. I' m not vested yet in this Japfa. Do you think if buy Japfa to hold for 1-2 years wil have good upside. Becos I remembered Livestocks such as last time Pfood always guarantee bounce after every deep fall. Pfood had crashed to 50 cts many times during from 2001 to 2013 but every time after crashing to 50 cts Pfood always always rebound back to $1 within 1 year (Pfood did this many times already hence very profitable for investors to buy to hold for a 6mths to 1 year) (Somemore Pfood' s reputation among s' poreans is even much worse than Japfa becos Pfood is a S-chip owned by PRCs whereas Japfa is owned by indonesian-chinese) kenzo1975      ( Date: 27-Feb-2015 16:06) Posted: Indonesian operations still profitable, however insufficient to cover losses of US$5.1 million in Vietnam
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