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Japfa IPO 15 August

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wehuattogether88
    04-Nov-2024 11:13  
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Japfa this FY will be good results base on their 9M profits level.
so DYODD. 
 
 
focusy
    03-Nov-2024 21:35  
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After 2 years of losses, this company achieves US$91 m net profit in 9M2024



https://www.nextinsight.net/story-archive-mainmenu-60/947-2024/15884-after-2-years-of-losses-this-company-has-achieved-us-91-m-net-profit-in-9m2024

 

 
 
finjungle
    03-Nov-2024 11:12  
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Only believe in yourself. Believe the analysts at your own PERIL

Smarty      ( Date: 03-Nov-2024 00:03) Posted:

Such optimistic forecast not reflected in the share price
 

 

 
Smarty
    03-Nov-2024 00:03  
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Such optimistic forecast not reflected in the share price
 
 
 
superstartup
    02-Nov-2024 23:59  
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After CGS upgrade in target price, here comes DBS upgrade, with " More room to run before peak earnings"
Very optimistic forecast

30 Oct 2024
More room to run before peak earnings
  • 3Q24 top-line revenue at USD1.2bn (-1% y/y) and core PATMI at USD36mn (+ 20% y/y)
  • 9M24 revenue at USD3.4bn (+4% y/y) and PATMI at USD87.5mn, turnaround from a loss declared one-off interim dividend of 1SGDcts on strong performance 
  • Revised FY24F/25F earnings by +49%/27% on higher margins in both Indonesia and Vietnam operations   
  • Hike TP to  SGD0.56 to reflect higher FY25F earnings 
As usual, please perform your own DD

superstartup      ( Date: 30-Oct-2024 18:23) Posted:

CGS International raised Japfa Target Price to 53c (from 43c) with ADD Rating
Report dated 30 Oct
 

 
 
Smarty
    01-Nov-2024 13:34  
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With the latest result it should be trading at above 0.50
should just take the co private and delist since undervalued 
 

 
superstartup
    30-Oct-2024 18:23  
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CGS International raised Japfa Target Price to 53c (from 43c) with ADD Rating
Report dated 30 Oct
 
 
 
superstartup
    30-Oct-2024 11:20  
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Down also good leh
Up or Down, both ways ok with me
As my usual Longs, I also play hybrid (as invest long, a bit boring for me, so hybrid)

Mentioned few months back
I hope to see the Analysts change back to PE valuation method instead of P/BV or SOTP methods


 
 
 
Smarty
    30-Oct-2024 10:19  
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Rally fizzled out .. so soon
 
 
superstartup
    30-Oct-2024 08:47  
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DBS further raised Japfa Indo target price by 10% to 2200 IDR following the result release and analysts briefing
 

 
Smarty
    29-Oct-2024 23:32  
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If stock is undervalued any possibility of taking it private by SSH?
 
 
 
superstartup
    29-Oct-2024 16:30  
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Japfa Indo up 10.2% today
Since 30 Sep, Japfa Indo up 24.7%

Local Japfa likely tio-ed suppress during this period due to the Equal Access Scheme
But then this exercise completed liao
Hopefully the SSH can let the share price run liao
Due to the Equal Access Scheme buy-back, SSH now hold 78% of the company (increase from 72%). See company announcement
 
 
wehuattogether88
    29-Oct-2024 15:16  
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Only happens in SGX, that is why many good stocks here are always undervalue. 

Smarty      ( Date: 29-Oct-2024 14:55) Posted:

All time high was .99 some 2 years ago
such sterling result why still trade below 0.40?

 
 
Smarty
    29-Oct-2024 15:13  
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There was a married deal of 800lots @.415 in morning trade 
 
 
Smarty
    29-Oct-2024 14:55  
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All time high was .99 some 2 years ago
such sterling result why still trade below 0.40?
 

 
superstartup
    29-Oct-2024 14:08  
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The existing TP by DBS is BUY Rating, with Target Price 49c
(just sharing)

Have to wait and see what is the new TP after their review

As usual, please perform your own DD

ozone2002      ( Date: 29-Oct-2024 10:40) Posted:

DBS Research 
Japfa  (Maintain BUY, TP under review)-  Blowout 3Q24 results
3Q24 topline revenue at USD1.2bn (-1% y/y) and core PATMI at USD36mn (up 20% y/y) declared one-off interim dividend of 1 Sct
Blowout quarter with 9M24 revenue and earnings forming 79% and 109% of our respective FY24F estimates
Strong 3Q24 y/y performance largely driven by continued turnaround in Vietnam business on higher swine fattening volumes, higher swine selling prices and lower operational costs
Expect continued strong performance in Vietnam given long swine breeding period and we remain watchful of Prabowo&rsquo s free lunch program in Indonesia
 

ozone2002      ( Date: 29-Oct-2024 07:53) Posted:



 
 
superstartup
    29-Oct-2024 13:59  
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Besides the Blowout Result, there is a reduction of OS due to the equal access scheme (share buy back) which was effectively completed a few days after the end of the 9 months financial result.
So expecting the new Target Price to account for this reduction in the OS too

But have to see how. Cause we are in SGX 

ozone2002      ( Date: 29-Oct-2024 10:40) Posted:

DBS Research 
Japfa  (Maintain BUY, TP under review)-  Blowout 3Q24 results
3Q24 topline revenue at USD1.2bn (-1% y/y) and core PATMI at USD36mn (up 20% y/y) declared one-off interim dividend of 1 Sct
Blowout quarter with 9M24 revenue and earnings forming 79% and 109% of our respective FY24F estimates
Strong 3Q24 y/y performance largely driven by continued turnaround in Vietnam business on higher swine fattening volumes, higher swine selling prices and lower operational costs
Expect continued strong performance in Vietnam given long swine breeding period and we remain watchful of Prabowo&rsquo s free lunch program in Indonesia
 

ozone2002      ( Date: 29-Oct-2024 07:53) Posted:



 
 
superstartup
    29-Oct-2024 13:53  
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EPS is USD 4.3c and this is based on OS 2,037m 

After the Equal Access Scheme completed on 7 Oct 2024 (effective date), the OS is now 1,897m (company bought back 6.86% of OS, which is 140m shares)
See company announcement

So effectively, the EPS based on the new OS is now USD 4.62c  (SGD 6.12 cent) for the 9 months period

The Analysts better don' t forget and adjust their target price based on the new OS hor

PiRPiR      ( Date: 29-Oct-2024 13:38) Posted:

01:19 AM EDT, 10/29/2024 (MT Newswires) -- JAPFA (SGX:UD2) booked a profit attributable to owners of $87.5 million for the January to September period, compared to a loss attributable of $22.7 million in the year-ago period, according to a filing with the Singapore Exchange on Monday.

Earnings per share came in at $0.0430 from loss per share of $0.0111 in the comparable period.

Revenue was up 4% year over year to $3.42 billion from $3.29 billion, driven by steady feed margins across major markets.

The agriculture farming company declared an interim divided on SG$0.01 per share.

Shares of the company surged nearly 9% in recent trading.

Price (SGD): S$0.39, Change: S$+0.030, Percent Change: +8.33%

 
 
PiRPiR
    29-Oct-2024 13:38  
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01:19 AM EDT, 10/29/2024 (MT Newswires) -- JAPFA (SGX:UD2) booked a profit attributable to owners of $87.5 million for the January to September period, compared to a loss attributable of $22.7 million in the year-ago period, according to a filing with the Singapore Exchange on Monday.

Earnings per share came in at $0.0430 from loss per share of $0.0111 in the comparable period.

Revenue was up 4% year over year to $3.42 billion from $3.29 billion, driven by steady feed margins across major markets.

The agriculture farming company declared an interim divided on SG$0.01 per share.

Shares of the company surged nearly 9% in recent trading.

Price (SGD): S$0.39, Change: S$+0.030, Percent Change: +8.33%
 
 
beachlover1270
    29-Oct-2024 11:49  
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You so smart or lucky. Pl help to pick the next gold mine
 
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