Japfa
Japfa IPO 15 August
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3461-3480 of 3685
http://http://smr.theedgemarkets.com/article/japfa%E2%80%99s-new-jv-something-crow-about
dc16888 ( Date: 22-Sep-2016 11:34) Posted:
http://smr.theedgemarkets.com/article/japfa%E2%80%99s-new-jv-something-crow-about
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http://smr.theedgemarkets.com/article/japfa%E2%80%99s-new-jv-something-crow-about
it support on 20 & 50 ma. huat .
This counter give a slow climb day by day with the back of strong fundamental result support.
0.85
thought today' s volume was relatively high (at least higher than usual at about 3m shares)?
ysh2006 ( Date: 19-Aug-2016 19:02) Posted:
Mostly done at 100 shares type look like kelong trade...
Wenxian15 ( Date: 19-Aug-2016 17:11) Posted:
Yeah... Won' t let go lesser than 90cents. ^^
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Mostly done at 100 shares type look like kelong trade...
Wenxian15 ( Date: 19-Aug-2016 17:11) Posted:
Yeah... Won' t let go lesser than 90cents. ^^
n3wbie ( Date: 18-Aug-2016 12:42) Posted:
upgraded by DBS to " Buy" with a TP of 97c.
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Yeah... Won' t let go lesser than 90cents. ^^
n3wbie ( Date: 18-Aug-2016 12:42) Posted:
upgraded by DBS to " Buy" with a TP of 97c.
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volume much higher than ytdy
upgraded by DBS to " Buy" with a TP of 97c.
Good closing and looking to climb back to the peak at the recent peak at 88 cents :)
Indeed, agreed with that. Just the sight on the company itself, it has shown tremendous result. If comparing to the peer, their result is way outstanding.
The middle range blooming in indonesia will continuing expand this industry.
Cheers and congrats to those ady into this counter.
n3wbie ( Date: 14-Aug-2016 21:54) Posted:
sorry that I din' t make myself clear, was trying to say that earnings for 1HFY16 already exceeded FY15.
when I extrapolate the earnings for FY16 based on what the group has delivered thus far, it will definitely way exceed historical performance. that' s why I mentioned that it is only trading at less than 10x PE FY16. in fact, 2QFY16 was a record quarter in terms of financial performance since IPO.
in terms of valuation - PE wise, its definitely cheaper than peers (continued margin expansion will improve its ROE and quality of earnings) so it should get cheaper if you peg it to FY17 earnings. it is also trading slightly just above book value wheres peers are at least 2x PB. not many companies have the ability to generate US$103m of positive operating cashflow in half a year.
Wenxian15 ( Date: 14-Aug-2016 21:43) Posted:
| Are u trying to comparing half year in 2016 with full year performance in FY2015? If you analyze in this way, u shd extrapolate for year 2016 so that it came with comparable index. I do agreed certain of your point which analyst shd re-rate this counter! Cheers |
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sorry that I din' t make myself clear, was trying to say that earnings for 1HFY16 already exceeded FY15.
when I extrapolate the earnings for FY16 based on what the group has delivered thus far, it will definitely way exceed historical performance. that' s why I mentioned that it is only trading at less than 10x PE FY16. in fact, 2QFY16 was a record quarter in terms of financial performance since IPO.
in terms of valuation - PE wise, its definitely cheaper than peers (continued margin expansion will improve its ROE and quality of earnings) so it should get cheaper if you peg it to FY17 earnings. it is also trading slightly just above book value wheres peers are at least 2x PB. not many companies have the ability to generate US$103m of positive operating cashflow in half a year.
Wenxian15 ( Date: 14-Aug-2016 21:43) Posted:
Are u trying to comparing half year in 2016 with full year performance in FY2015? If you analyze in this way, u shd extrapolate for year 2016 so that it came with comparable index. I do agreed certain of your point which analyst shd re-rate this counter! Cheers
Wenxian15 ( Date: 14-Aug-2016 21:32) Posted:
| Are u trying to comparing half year in 2016 with full year performance in FY2015? If you analyze in this way, u shd extrapolate for year 2016 so that i came with comparable index.
I do agreed certain of your point which analysis shd re-rate this counter!
Cheers
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Are u trying to comparing half year in 2016 with full year performance in FY2015? If you analyze in this way, u shd extrapolate for year 2016 so that it came with comparable index. I do agreed certain of your point which analyst shd re-rate this counter! Cheers
Wenxian15 ( Date: 14-Aug-2016 21:32) Posted:
Are u trying to comparing half year in 2016 with full year performance in FY2015? If you analyze in this way, u shd extrapolate for year 2016 so that i came with comparable index.
I do agreed certain of your point which analysis shd re-rate this counter!
Cheers
n3wbie ( Date: 14-Aug-2016 20:59) Posted:
not sure how you arrived at the conclusion that the company isnt making money when the EPS for 1H16 (3.85 US cents) > FY15 (3.67 US cents). ticking all the right boxes - growth in all segments, margin expansion. expects another US21m of capital gain from sale of indonesian subsidiary' s shares to KKR who is expected to reap synergies for the group in the mid-long term (based on the published PPT). this will also ease gearing and thereby financing cost (which will bolster NPM).
if you extrapolate 1H16 earnings, the company is trading at less than 10x PE FY16. the indonesian subsidiary is already trading at 16.2x trailing PE presently while peers such as Charoen and Malindo are trading at 21-23x PE. time for analysts to re-rate the counter.
if you monitor the industry landscape, there is a possibility of more culling to be implemented in Sep 2016 by indonesian govt, which will enhance the demand/supply situation of DOCs there - i.e. beneficial to the sector incumbents.
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Are u trying to comparing half year in 2016 with full year performance in FY2015? If you analyze in this way, u shd extrapolate for year 2016 so that i came with comparable index.
I do agreed certain of your point which analysis shd re-rate this counter!
Cheers
n3wbie ( Date: 14-Aug-2016 20:59) Posted:
not sure how you arrived at the conclusion that the company isnt making money when the EPS for 1H16 (3.85 US cents) > FY15 (3.67 US cents). ticking all the right boxes - growth in all segments, margin expansion. expects another US21m of capital gain from sale of indonesian subsidiary' s shares to KKR who is expected to reap synergies for the group in the mid-long term (based on the published PPT). this will also ease gearing and thereby financing cost (which will bolster NPM).
if you extrapolate 1H16 earnings, the company is trading at less than 10x PE FY16. the indonesian subsidiary is already trading at 16.2x trailing PE presently while peers such as Charoen and Malindo are trading at 21-23x PE. time for analysts to re-rate the counter.
if you monitor the industry landscape, there is a possibility of more culling to be implemented in Sep 2016 by indonesian govt, which will enhance the demand/supply situation of DOCs there - i.e. beneficial to the sector incumbents.
pnuklis ( Date: 10-Aug-2016 14:26) Posted:
Mr. Wen is hopeful just to try his luck. They are not making money why should stock prices going up. It is because some one is pumping & dumping and these guys like Wen will get caught.
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Are u trying to comparing half year in 2016 with full year performance in FY2015?
n3wbie ( Date: 14-Aug-2016 20:59) Posted:
not sure how you arrived at the conclusion that the company isnt making money when the EPS for 1H16 (3.85 US cents) > FY15 (3.67 US cents). ticking all the right boxes - growth in all segments, margin expansion. expects another US21m of capital gain from sale of indonesian subsidiary' s shares to KKR who is expected to reap synergies for the group in the mid-long term (based on the published PPT). this will also ease gearing and thereby financing cost (which will bolster NPM).
if you extrapolate 1H16 earnings, the company is trading at less than 10x PE FY16. the indonesian subsidiary is already trading at 16.2x trailing PE presently while peers such as Charoen and Malindo are trading at 21-23x PE. time for analysts to re-rate the counter.
if you monitor the industry landscape, there is a possibility of more culling to be implemented in Sep 2016 by indonesian govt, which will enhance the demand/supply situation of DOCs there - i.e. beneficial to the sector incumbents.
pnuklis ( Date: 10-Aug-2016 14:26) Posted:
Mr. Wen is hopeful just to try his luck. They are not making money why should stock prices going up. It is because some one is pumping & dumping and these guys like Wen will get caught.
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not sure how you arrived at the conclusion that the company isnt making money when the EPS for 1H16 (3.85 US cents) > FY15 (3.67 US cents). ticking all the right boxes - growth in all segments, margin expansion. expects another US21m of capital gain from sale of indonesian subsidiary' s shares to KKR who is expected to reap synergies for the group in the mid-long term (based on the published PPT). this will also ease gearing and thereby financing cost (which will bolster NPM).
if you extrapolate 1H16 earnings, the company is trading at less than 10x PE FY16. the indonesian subsidiary is already trading at 16.2x trailing PE presently while peers such as Charoen and Malindo are trading at 21-23x PE. time for analysts to re-rate the counter.
if you monitor the industry landscape, there is a possibility of more culling to be implemented in Sep 2016 by indonesian govt, which will enhance the demand/supply situation of DOCs there - i.e. beneficial to the sector incumbents.
pnuklis ( Date: 10-Aug-2016 14:26) Posted:
Mr. Wen is hopeful just to try his luck. They are not making money why should stock prices going up. It is because some one is pumping & dumping and these guys like Wen will get caught.
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According to yesterday announcement, the PAT is 16 times higher compare to last year and profit attribute to company is 6 times higher compare to last year!
