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The next chapter
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edmunk
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18-Nov-2015 12:35
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It could still go up abit more with the FOMC meeting due mid dec 2015. All the best! |
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spore1
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18-Nov-2015 12:21
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Japfa rally.Top form going up
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gem1228
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05-Nov-2015 14:37
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Does help with the major shsholder still adding a teeny bit yesterday along with the news a month ago about the culling of parent stock which helps reduce oversupply. Of course the stronger rupiah to usd since end sept has helped too. Just some thoughts on my side. enjoy the ride : ) |
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edmunk
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04-Nov-2015 09:35
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hopefully so. haha. wanna sell some to the bbs to reduce my loss on this. |
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spore1
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03-Nov-2015 21:27
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It could be BB's are pushing up the price.Tdy vol is high may cont to move up to test 50 cents.
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edwinjup
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03-Nov-2015 19:20
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Die hard supporter dbsv call tp 90c.again....since day 1.........lol...so far always fail to hit.....recent low even hit 28c...lok
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edmunk
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03-Nov-2015 18:59
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anyone has a clue what just happened? |
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spore1
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03-Nov-2015 16:15
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A very strong breakout tdy. | ||||
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WanSiSoon
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20-Aug-2015 17:39
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I still holding this one also. Win or lose money I also dare to admit. Unlike some ma huo pao (horse back cannon) in Yuuzoo thread !
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video123
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30-Jul-2015 22:41
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Actually my broker said the results released a few days ago is no good, that s why it opened flat at 31 cts too after results released but what' s the reasons that caused japfa' s share price to suddenly surge from 31 cts to 36 cts in that afternoon?! |
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think2profit
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30-Jul-2015 22:12
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Big bosses bought 10,000,000 shares yesterday and today (@38c). Time to follow and get in? |
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think2profit
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30-Jul-2015 11:42
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very low free float, BBs can push up easily if they want too. |
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edmunk
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29-Jul-2015 21:01
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Today Japfa spiked almost 18% after results released. Results announcements was only declared at 7:13pm last night and was immediately released at 9pm? Kinda odd and not the usual I feel. Result states profit without considering foreign exchange loss. But looking at the strength of USD and rising interest rates, IMO USD is only gonna get stronger. Wouldn' t it then pose a greater foreign exchange loss to the company? |
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Qanghoo
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21-Jul-2015 21:00
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Next step - share consolidation. Somehow, I think a lot of IPOs are way overpriced n overhyped. Then the skeletons start falling out of the cabinet in scary streams soon after. The abortive Transcab IPO probably has an interesting story behind it. Those that escaped attention before IPO .... well, the share px do reflect something, don' t they? Time for the relevant authorities to tighten the controls?
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edmunk
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21-Jul-2015 19:38
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Honestly I wouldn' t be surprise if it does. But is there a rule that would prevent Japfa from privatising its business within a year? Otherwise, I don' t see why aren' t they doing so.
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video123
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14-Jul-2015 23:28
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this stock will fall below 30 cts soon or not?! |
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ozone2002
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02-Jul-2015 11:23
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Japfa price at all time low @ 40c. Facts 2015 BV is 56.9c, PE expected to be single digit in 2016. Looks like a good entry point gd luck dyodd Light at the end of the tunnel? FY15F/16F earnings cut by 29%/37% on reduced broiler/DOC ASP cuts in volume Expect weaker y-o-y Indonesia contribution in 2H15 on oversupply concerns but proposed cut among industry players is a first step in tackling DOC oversupply Impact from breeding losses is diminishing, given low base, but other segments&rsquo contributions are growing HOLD call maintained with lower TP of S$0.46 Cutting forecasts. We made further cuts to FY15F/16F earnings by 29% and 37%, on lowered expectations for both live broiler and day-old chick (DOC) prices YTD. We cut FY15F/16F broiler ASP by 4%/8% to Rp14,790/Rp15,000 per kg, and cut FY15F/16F DOC ASP by 12%/16% to Rp3,958/Rp4,015 per bird. We also tempered our expectations on FY16F sales volumes for both broilers (-2%) and DOC (-2%), mainly to reflect early retirement of parent stock (PS) since late last year and culling on unhatched eggs (industry-wide) YTD. While FY15F capex was unchanged at US$192m, we lowered FY16F capex by 21% to US$210m to conserve cash. Diminishing y-o-y impact from JPFA. These revisions cut JPFA&rsquo s FY15F/16F EBITDA by 12%/24%. Our previous forecasts had assumed that the industry had started culling their PS early this year &ndash which should have resulted in higher ASP. This did not happen, while the Rupiah and purchasing power continued to weaken YTD. The impact is less significant on y-o-y basis as it was already coming from a loss, while China Dairy' s contribution continues growing. A 23% cut in Parent Stock (PS) could boost profits. According to Tempo (a weekly magazine), Indonesia&rsquo s poultry players had in Jun- 15 agreed to cut 8m PS &ndash representing c.23% of total population &ndash post post-Lebaran in an effort to stem the precipitous drop in DOC prices. While there remains a debate as to which players should undertake a bigger share of the cut, the resultant impact could well tackle the oversupply situation and boost prices through next year. But uncertainties still linger with regards to weakening purchasing power, which may necessitate a deeper cut. Based on preliminary sensitivity, a 23% cut on Japfa&rsquo s PS would lift Japfa Limited&rsquo s FY15F/16F earnings by 33%/19% on the assumption that DOC and broiler ASP would recover by 5% y-o-y (i.e. still less than inflation). HOLD call maintained. Employing SOP methodology, our TP is cut to S$0.46 &ndash implying c.15% upside. We imputed a steep DOC price drop post-Lebaran &ndash though less severe than 2014, given ongoing industry-wide 30% cut in hatched eggs YTD. Upside catalyst will be triggered if proposed 23% cut in PS industry-wide is implemented. |
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video123
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25-Jun-2015 22:06
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any views on the short-term price direction for Japfa?! I' m not vested in this stock though. |
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Octavia
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04-May-2015 09:27
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1Q15 net profit slumped 48% y/y to US$7m, while revenue slipped 2% to US$675.7m, weighed by lower sales in animal protein (-2%) and consumer segments (-12%) from the 5% depreciation of IDR against USD, partially offset by higher volumes in the dairy segment (+18%) from the contribution of new farms. Bottom line was also dragged by FX losses of US$13.9m (1Q14: +US$7.6m), partially mitigated by higher gains in fair value of biological assets (+30%). NAV/share of US$0.37. |
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Octavia
Supreme |
20-Apr-2015 10:02
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Japfa warns losses in 1Q2015 due to continuing weakness in poultry market and in purchasing power of low-income consumers. And (ii) translation loss from USD loans due to weakening IDR.
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