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Japfa IPO 15 August Post Reply Rate topic
Laoliu Veteran	15-Dec-2016 16:17        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keep maintain BUY, awaiting for the next breakout higher level to occur.
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Laoliu Veteran	15-Dec-2016 12:41        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Japfa will push up higher.
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Laoliu Veteran	15-Dec-2016 12:18        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good to accumulate at current price.
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beltrance Senior	09-Dec-2016 09:51        beltrance About Contact  Quote this Post!
x 0   x 0  Alert Admin	yeah also confident about this one for longer term.   also good for short term coz every now and then some dips so buy low sell high or just keep coz 1Y chart very positive.
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Laoliu Veteran	09-Dec-2016 09:16        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	BUY, gonna shoot up, will breakout 1.00 level real soon! Keep on BUY CALL.
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Laoliu Veteran	07-Dec-2016 15:44        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keep maintain BUY, as usual, Japfa will breakout 1.00 and above level.
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DeepBlue Veteran	07-Dec-2016 15:23        DeepBlue About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.95, 1.00
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johnng Supreme	07-Dec-2016 13:18        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Go to 90cents later?
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Laoliu Veteran	07-Dec-2016 10:37        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Awaiting for the next rebound. Add another few lots at 0.885
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dc16888 Master	07-Dec-2016 10:26        dc16888 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	Gg back to 0.80.
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DeepBlue Veteran	02-Dec-2016 08:41        DeepBlue About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big off market Deal TODAY.
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DeepBlue Veteran	01-Dec-2016 16:30        DeepBlue About Contact  Quote this Post!
x 0   x 0  Alert Admin	No great move up. But it is showing a certain resilience with strong accumulation.
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Laoliu Veteran	30-Nov-2016 15:21        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Patience definitely require..
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tankookoo Master	30-Nov-2016 15:09        tankookoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Below 90 again...
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brightpoint Senior	30-Nov-2016 14:22        brightpoint About Contact  Quote this Post!
x 0   x 0  Alert Admin	This Japfa, really need a lots patience, sold all at 92, will buy back again
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Laoliu Veteran	30-Nov-2016 12:26        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Re-bought again at 0.910 price, expect price will push up and breakout 1.00 above level. Japfa is a really good company, worth to invest. sunview      ( Date: 30-Nov-2016 12:15) Posted: From UOB-KH (NOT RATED/$0.89/target not available)) A Proxy To Emerging Asia Japfa Ltd operates in a highly competitive industry with the winners being those companies running the most efficient operations. With the recent vote of confidence from KKR we expect a clear execution plan in place together with active involvement from arguably one of the world&rsquo s largest private investors. We paid a visit to Myanmar to get a better understanding of Japfa&rsquo s operations.   VALUATION &bull Japfa Ltd (Japfa) is trading at 7.4x FY16 PE. Regional peers such as Charoen Pokphand and Malindo Feedmill trade at an average of 17.6x FY16 PE. INVESTMENT HIGHLIGHTS &bull Regional presence with multiple products provides diversification. Japfa operates by selling five proteins in five different countries. The company is a price taker when it comes to the selling price of these proteins. By offering a variety of products from poultry, beef, aquaculture, swine and milk, the company is better positioned to weather volatility in the prices of each commodity. In addition, the company also has production facilities in five different countries which act as a defence in the case of disease outbreaks, natural disasters or geopolitical unrest. &bull The feed business is stable and drives the rest of the group. Japfa&rsquo s value proposition lies in its superior feed. Being strong in the upstream feed business has allowed Japfa to become a vertically integrated business across the entire value chain. The company uses world class genetics supported by advanced farming technology to maximize efficiency in breeding operations. Feed margins have remained stable even in a period of weak day old chick (DOC) prices. &bull Priced at a significant discount to regional peers. Japfa is trading at an FY16 PE ratio of only 9.5x which is a significant discount to regional agri-food companies which trade at 19.6x FY16 PE. &bull KKR&rsquo s experience in prior poultry investments could prove to be very beneficial. In June 16, KKR invested approximately US$81.2m for a 10.44% stake in its Indonesian listed subsidiary PT Japfa Tbk. KKR&rsquo s operational experience in the sector through its investment in Shenzhen listed Fujian Sunner could be beneficial to taking Japfa to the next level. &bull Proxy to emerging Asia. Japfa&rsquo s target markets are home to more than 3b people or 40% of the world&rsquo s population resulting in very attractive industry dynamics driven by strong structural growth in Asian protein consumption.
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sunview Veteran	30-Nov-2016 12:15        sunview About Contact  Quote this Post!
x 0   x 0  Alert Admin	From UOB-KH (NOT RATED/$0.89/target not available)) A Proxy To Emerging Asia Japfa Ltd operates in a highly competitive industry with the winners being those companies running the most efficient operations. With the recent vote of confidence from KKR we expect a clear execution plan in place together with active involvement from arguably one of the world&rsquo s largest private investors. We paid a visit to Myanmar to get a better understanding of Japfa&rsquo s operations.   VALUATION &bull Japfa Ltd (Japfa) is trading at 7.4x FY16 PE. Regional peers such as Charoen Pokphand and Malindo Feedmill trade at an average of 17.6x FY16 PE. INVESTMENT HIGHLIGHTS &bull Regional presence with multiple products provides diversification. Japfa operates by selling five proteins in five different countries. The company is a price taker when it comes to the selling price of these proteins. By offering a variety of products from poultry, beef, aquaculture, swine and milk, the company is better positioned to weather volatility in the prices of each commodity. In addition, the company also has production facilities in five different countries which act as a defence in the case of disease outbreaks, natural disasters or geopolitical unrest. &bull The feed business is stable and drives the rest of the group. Japfa&rsquo s value proposition lies in its superior feed. Being strong in the upstream feed business has allowed Japfa to become a vertically integrated business across the entire value chain. The company uses world class genetics supported by advanced farming technology to maximize efficiency in breeding operations. Feed margins have remained stable even in a period of weak day old chick (DOC) prices. &bull Priced at a significant discount to regional peers. Japfa is trading at an FY16 PE ratio of only 9.5x which is a significant discount to regional agri-food companies which trade at 19.6x FY16 PE. &bull KKR&rsquo s experience in prior poultry investments could prove to be very beneficial. In June 16, KKR invested approximately US$81.2m for a 10.44% stake in its Indonesian listed subsidiary PT Japfa Tbk. KKR&rsquo s operational experience in the sector through its investment in Shenzhen listed Fujian Sunner could be beneficial to taking Japfa to the next level. &bull Proxy to emerging Asia. Japfa&rsquo s target markets are home to more than 3b people or 40% of the world&rsquo s population resulting in very attractive industry dynamics driven by strong structural growth in Asian protein consumption.
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n3wbie Elite	28-Nov-2016 19:18        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	if you track the performance of the Indo subsidiary, it has actually declined some 19.8% from its peak of IDR1975/share to IDR1585/share as of closing today. in comparison, the parent in SG has only retraced some 10.5% from its peak of $1 to S$0.895 today. noticed over the months that there is a certain level of correlation between both companies so the selling may persist for some time yet.  that being said, the company has performed very well over the last 12 months. Laoliu      ( Date: 28-Nov-2016 11:14) Posted: Dropped too much too low recently, without any bad news, it shld be just technically wise. Haha, I also sold mine at 955, when look at the situation is not quite right at that moment. But still, Japfa will breakout 1.00 above level, just need some more time. When it drop, it also mean is time to rebound equal opportunity. brightpoint      ( Date: 28-Nov-2016 11:05) Posted: Hope it will not drop somemore, it drop since last time I sold all my holding at 96 2 weeks ago
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Laoliu Veteran	28-Nov-2016 11:14        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dropped too much too low recently, without any bad news, it shld be just technically wise. Haha, I also sold mine at 955, when look at the situation is not quite right at that moment. But still, Japfa will breakout 1.00 above level, just need some more time. When it drop, it also mean is time to rebound equal opportunity. brightpoint      ( Date: 28-Nov-2016 11:05) Posted: Hope it will not drop somemore, it drop since last time I sold all my holding at 96 2 weeks ago Laoliu      ( Date: 28-Nov-2016 11:00) Posted: Nice move there, same here, got some at 0.890 too.
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brightpoint Senior	28-Nov-2016 11:05        brightpoint About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope it will not drop somemore, it drop since last time I sold all my holding at 96 2 weeks ago Laoliu      ( Date: 28-Nov-2016 11:00) Posted: Nice move there, same here, got some at 0.890 too.  brightpoint      ( Date: 28-Nov-2016 10:49) Posted: sudden drop, got abit at 89
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