Japfa
Japfa IPO 15 August
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3661-3680 of 3685
http://m.sindonews.com/read/895933/32/japfa-bukukan-penurunan-laba-bersih-34
In the meantime japfa comfeed did extremely well!
Coming November we' ve more to look forward to!
Congrats everybody for now, and hope you guys had not been scared off by profit taking this morning.
think2profit ( Date: 28-Aug-2014 09:40) Posted:
At current price, can hold and enjoy its trusted milk in China
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At current price, can hold and enjoy its trusted milk in China
Haha no worries lets huat together on the coming 2nd half, you held 10,000 more than me.
I am waiting for its dividend annoucements of any and i hope of they have since part of the money had been used to paid off the loan debts + strong capital growth
yingli ( Date: 28-Aug-2014 00:52) Posted:
Lol bro, think you misunderstood me.
I weren' t saying Japfa is a bad counter. In fact I holding 25lots Japfa too. Refer to the following post I made earlier.
What I was trying to say was, information on cattle business is not widely available and costly to gather, making it hard for retailers to hold for long term. Thus Japfa is more suitable for instituitional investors who can acquire these information at a cheaper price.
Cheers.
dragonn ( Date: 27-Aug-2014 22:38) Posted:
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Lol bro, think you misunderstood me.
I weren' t saying Japfa is a bad counter. In fact I holding 25lots Japfa too. Refer to the following post I made earlier.
What I was trying to say was, information on cattle business is not widely available and costly to gather, making it hard for retailers to hold for long term. Thus Japfa is more suitable for instituitional investors who can acquire these information at a cheaper price.
Cheers.
dragonn ( Date: 27-Aug-2014 22:38) Posted:
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http://infopub.sgx.com/FileOpen/JapfaUnauditedFS30June2014.ashx?App=Announcement& FileID=312651
2nd Quater did better than last year with a 11% increase compared to last year' s 2nd quarter.
Profit increased to 141 million up 14 million from last year.
dragonn ( Date: 27-Aug-2014 16:36) Posted:
Looking at Japfa and Ying Li, this is my views and both of them are straightforward.
dragonn ( Date: 27-Aug-2014 16:26) Posted:
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Looking at Japfa and Ying Li, this is my views and both of them are straightforward.
dragonn ( Date: 27-Aug-2014 16:26) Posted:
D
yingli ( Date: 27-Aug-2014 13:38) Posted:
Biggest risk for Japfa=> Information asymmetry.
Not much data about cattle market can be found online.
Even banks have problem finding such information and as a result reluctant to finance most of such loans.
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yingli ( Date: 27-Aug-2014 13:38) Posted:
Biggest risk for Japfa=> Information asymmetry.
Not much data about cattle market can be found online.
Even banks have problem finding such information and as a result reluctant to finance most of such loans.
dragonn ( Date: 27-Aug-2014 13:12) Posted:
| Whats the biggest risk compared to ying li |
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Biggest risk for Japfa=> Information asymmetry.
Not much data about cattle market can be found online.
Even banks have problem finding such information and as a result reluctant to finance most of such loans.
dragonn ( Date: 27-Aug-2014 13:12) Posted:
Whats the biggest risk compared to ying li?
yingli ( Date: 26-Aug-2014 20:39) Posted:
Not many retailers have the appepite for Japfa' s risk...
This one mainly instituitional play.
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Whats the biggest risk compared to ying li?
yingli ( Date: 26-Aug-2014 20:39) Posted:
Not many retailers have the appepite for Japfa' s risk...
This one mainly instituitional play.
dragonn ( Date: 26-Aug-2014 19:47) Posted:
Lol.. suddenly more people come in.
You guys are so quiet during the ipo i was like the only 1 talking.
This is one of the better counter on the market and we'll definitely expect even higher revenues soon. And also the potential value for exchanging rupiah to usd will become better in the coming months. |
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Not many retailers have the appepite for Japfa' s risk...
This one mainly instituitional play.
dragonn ( Date: 26-Aug-2014 19:47) Posted:
Lol.. suddenly more people come in.
You guys are so quiet during the ipo i was like the only 1 talking.
This is one of the better counter on the market and we'll definitely expect even higher revenues soon. And also the potential value for exchanging rupiah to usd will become better in the coming months. |
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Lol.. suddenly more people come in.
You guys are so quiet during the ipo i was like the only 1 talking.
This is one of the better counter on the market and we'll definitely expect even higher revenues soon. And also the potential value for exchanging rupiah to usd will become better in the coming months.
http://www.sharesinv.com/articles/2014/08/26/japfa-growth-via-southeast-asia%e2%80%99s-bellies/
Personally, I like consumer businesses which are easy to understand and are used often. In the case of animal protein and milk, I believe this is part of a daily diet for many across Southeast Asia.
The key drag on the firm will be its currency exchange risk and high borrowing cost. If it&rsquo s able to address these two factors, I expected its mainstay business to thread a slow but steady growth path.
Best I thought making japanese war planes.
Jap(anese)F(ighter)A(irpliane)
wesely2k ( Date: 26-Aug-2014 14:03) Posted:
i tot selling fruit, Jarfa Orange
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i tot selling fruit, Jarfa Orange
Yesterday news from Indonesia,
http://www.thepoultrysite.com/poultrynews/33014/indonesia-in-talks-to-resume-poultry-shipments-to-japan
INDONESIA - Indonesian trade officials are currently in talks with their Japanese counterparts over the possibility of resuming poultry exports to the East Asian country, which were halted in early 2004 following the avian flu outbreak that affected many local poultry breeders.
Once executed, the plan will provide a significant market push for Indonesian poultry producers, such as publicly listed PT
Japfa Comfeed Indonesia and
PT Charoen Pokphand Indonesia, known for their So Good and Fiesta nuggets and sausages, respectively.
Newcomers such as publicly listed
PT Malindo Feedmill, which sells processed food under the Sunny Gold and Ciki Wiki brands, will also benefit from the market push.
This is a very good news for profitabilitiy coming soon.
Today' s Summary (Total lots floating on market is (43,048 Lots) by minority share holders)
0.895 --> 938 lots (2.18%)
0.900 --> 703 lots (1.63%)
0.905 --> 1205 lots (2.80%)
0.910 --> 8134 lots (18.90%)
0.915 --> 1380 lots (3.21%)
Weighted AVG Price
0.9084 traded with 12,360 lots (28.71%)
Yesterday was 30.14% of Minority holders which is 12,973 lots held at an average of $0.8830
If we assume all is of independent trades
These 2 days, 58.85% of the floating lots which is a total of 25,333 lots are currently held at the price of
[(12,973 x 0.8830) + (12,360 x 0.9084)] / (12,973 + 12,360) = 0.895 each lot at it' s minimal.
More upsides can be expected! Minimal from past records of Japfa comfeed in indon was 30%-100% from IPO price.
With more than 750% growth over 5 years, in Jakarta and Surabaya Stock Exchanges (125% growth per year on average)
With handsome dividend over the years and a 1-5 split in 2013 for Japfa Comfeed for an even stronger capital growth
Rosesyrup Research
TARGET PRICE: $1
Upside: 25%
Visiting the following URL for more detail:
Yesterday
30.14% of Minority holders which is 12,973 lots held at an average of $0.8830
The total lots floating on market is (43,048 Lots) with (1,684,422) lots held by substaintial share holders.
Today' s Opening at 9.37am
Total Value traded
Weighted AVG Price
0.9045
With 4959 lots traded which is 11.52% of the total floating lots held by minority shareholders on the market.
This counter to me have quite a substaintial room to grow, judging from previous record, at least a 30%-100% growth can be expected from it' s IPO price.
Lets see how it ends in the next few days.
Malindo Feedmill I will look into it tonight or over weekend thanks for sharing it.
30.14% of the minority holders held at $0.8830 per lot,
This is a very good sign
BlueDogMeow ( Date: 21-Aug-2014 18:15) Posted:
Hi. I initially thought that this is a great company to invest in. good growth opportunity, attractive valuation and etc...but after doing some work on it...this company seems to have limited upside. I think comparables such as malindo feedmill would be better.
dragonn ( Date: 21-Aug-2014 17:59) Posted:
| This stock is really a good stock im sure somebody sure vested! |
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