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Japfa IPO 15 August Post Reply Rate topic
Laoliu Veteran	28-Nov-2016 11:00        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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brightpoint Senior	28-Nov-2016 10:49        brightpoint About Contact  Quote this Post!
x 0   x 0  Alert Admin	sudden drop, got abit at 89
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brightpoint Senior	23-Nov-2016 12:50        brightpoint About Contact  Quote this Post!
x 0   x 0  Alert Admin	drop from 96 till now, can buy now?? q at 90, see can get or not
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DeepBlue Veteran	15-Nov-2016 13:40        DeepBlue About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reports have to be taken with a dose of salt. I came across a trading sell call on a counter changed to a compelling buy recommendation in a week.   Never knew that this is an entertaining industry.  Gosh, fundamentals changed so rapidly?.
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n3wbie Elite	15-Nov-2016 11:33        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	DBS being the only brokerage that covers them has been quite frequent in updating their calls. they have just removed Japfa from their model portfolio in today' s daily note. long term, I still think they are undervalued compared to their Indo peers. " Remove Japfa ($0.95) from Growth portfolio &ndash The stock looks to have encountered resistance at $1 and is at risk of slipping into consolidation/correction trend. It has returned 16% since the inclusion on 18 August, outperforming STI&rsquo s 1% decline over the same period. This is the second profitable trade YTD. The first trade returned a 72% profit. In total, the stock has returned 88% profit YTD. "
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Laoliu Veteran	15-Nov-2016 11:05        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Patience Require, there is still more upside for Japfa, expect to re-breakout 1.00 and above level.
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DeepBlue Veteran	15-Nov-2016 10:41        DeepBlue About Contact  Quote this Post!
x 0   x 0  Alert Admin	Its a great counter that is undergoing necessary correction and consolidation on the next leg up. It has largely outperformed the general markets and will need to be in gigantun effort to exceed its excellent current qtrs numbers. The indicators are also deeply in the overbought region,.
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brightpoint Senior	15-Nov-2016 10:39        brightpoint About Contact  Quote this Post!
x 0   x 0  Alert Admin	yah...agreed...i dun play contra, but i dun hold stock for long term, all singapore cannot hold for long term, once have profit i sell, this counter you see big buy q at 95 now, seller keep top up bit by bit at 955, may be later will do sudden sell off at 95. shld drop to below 95 can consider buy in again  n3wbie      ( Date: 15-Nov-2016 10:32) Posted: been monitoring the counter for a while, thanks to Mr Laoliu for the great recommendation. hard to contra or trade this stock, but great for long term shareholders, evidenced by the year-to-date share price returns. brightpoint      ( Date: 15-Nov-2016 09:54) Posted: This counter so sian...bot 95 sold 96 liao...when it looks like chiong...out of sudden ppls sell in big lots,   the price sudden drop back to 95, wasting time just to hold for 1 pip profit, is good counter guest i dun have this kind of patient to wait
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n3wbie Elite	15-Nov-2016 10:32        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	been monitoring the counter for a while, thanks to Mr Laoliu for the great recommendation. hard to contra or trade this stock, but great for long term shareholders, evidenced by the year-to-date share price returns. brightpoint      ( Date: 15-Nov-2016 09:54) Posted: This counter so sian...bot 95 sold 96 liao...when it looks like chiong...out of sudden ppls sell in big lots,   the price sudden drop back to 95, wasting time just to hold for 1 pip profit, is good counter guest i dun have this kind of patient to wait
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brightpoint Senior	15-Nov-2016 09:54        brightpoint About Contact  Quote this Post!
x 0   x 0  Alert Admin	This counter so sian...bot 95 sold 96 liao...when it looks like chiong...out of sudden ppls sell in big lots,   the price sudden drop back to 95, wasting time just to hold for 1 pip profit, is good counter guest i dun have this kind of patient to wait
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Laoliu Veteran	14-Nov-2016 15:47        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	As usual, any low is a good opportunity to collect, it is all about the global economy problem(Trumph=uncertainty), not about Japfa.  DeepBlue      ( Date: 14-Nov-2016 15:26) Posted: Hmm...Pullback after making a high. Not looking good.Indicators oversold. Mr Liu, wats your view?
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DeepBlue Veteran	14-Nov-2016 15:26        DeepBlue About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hmm...Pullback after making a high. Not looking good.Indicators oversold. Mr Liu, wats your view?
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waters Senior	11-Nov-2016 17:27        waters About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Japfa Ltd (JAP SP): BUY  Market Cap: US$1,021m | Average Daily Value: US$1.40m Last Traded Price: S$0.805 Price Target: S$1.18 (Upside 46.6%) (Prev S$0.97)  Analyst Ben SANTOSO  +65 6682 3707  [email protected] Firing on all cylinders 3Q16 core earnings of US$42m was well ahead of our expectations Results were boosted by contribution from Japfa Comfeed (on gains from sale of Australian cattle, firm DOC/broiler ASP and stronger Rupiah) FY16F/17F earnings raised 40%/32% TP lifted to S$1.18 BUY call reiterated for 47% upside Delivering growth. Japfa Ltd (JAP)&rsquo s FY15-18F EBITDA CAGR of 19% justifies our implied 6.3x forward EV/EBITDA multiple. The stock trades at a significant discount to its Indonesian-listed subsidiary Japfa Comfeed Indonesia (JPFA) despite delivering decent earnings growth from China, Vietnam and Myanmar, where per capita demand for dairy, animal protein and branded consumer foods is still rising. Strong 3Q16 led to FY16F/17F earnings revisions of 40%/32%. Reported 3Q16 earnings came in at US$48.0m (6-fold increase y-o-y +8% q-o-q). Excluding the impact of changes in fair value of biological assets and translation FX gains (losses), 3Q16 core earnings came in at US$42.0m (+51% y-o-y -13% q-o-q) &ndash far ahead of our expectations on annualised basis &ndash given strong contribution from subsidiary Japfa Comfeed Indonesia (JPFA). Taking this into account, we raised our ASP assumptions for Indonesian Feed, day-old-chick (DOC), and live broilers, and adjusted margins in cattle feedlot and consumer food higher. Our forecast on Dairy, which delivered 44% y-o-y growth in EBIT (-25% q-o-q due to seasonality) was unchanged BUY rating reiterated for 47% upside.  Based on our revised forecasts, JAP&rsquo s EBITDA is projected to expand by 16% to US$464.8m next year (from US$399.8m this year) &ndash driven by continued growth in all segments. Over the next twelve months we expect resilient demand in Indonesian live broiler and DOCs, further improvements in Consumer Food products through new product launches, better productivity/raw milk price in Dairy segment, as well as lower borrowing costs &ndash as we impute refinancing through new bonds. We recommend investors to take advantage of the attractive valuations. Valuation: Our SOP-based TP (pegged to forward EV/EBITDA) is raised to S$1.18 following our earnings revisions. While JPFA remains the largest contributor, the group&rsquo s Dairy and Animal Protein segments outside Indonesia are expected to deliver respectable double-digit growth annually. Key Risks to Our View: JAP&rsquo s share price is driven by DOC, broiler and swine prices as well as China raw milk price movements and the USD/IDR exchange rate. A strong recovery in the group&rsquo s ASP and/or Rupiah would boost JAP&rsquo s share price higher than our fair value, and vice versa.
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Laoliu Veteran	11-Nov-2016 12:42        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nice move again there..:p, 1.00 will reach, just the matter of time. brightpoint      ( Date: 11-Nov-2016 12:32) Posted: I m waiting...$1
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brightpoint Senior	11-Nov-2016 12:32        brightpoint About Contact  Quote this Post!
x 0   x 0  Alert Admin	I m waiting...$1
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Laoliu Veteran	11-Nov-2016 09:11        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Japfa gonna push up to 1.00 and above level soon.
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brightpoint Senior	10-Nov-2016 17:04        brightpoint About Contact  Quote this Post!
x 0   x 0  Alert Admin	I buy 95 end closing   to try
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Laoliu Veteran	10-Nov-2016 11:17        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fundamental and Technical wise is really good for Japfa.  Anyways, let' s huat together. Expect Japfa will continue to perform well. DeepBlue      ( Date: 10-Nov-2016 10:18) Posted: This one is simply too good to miss. Mr Liu, its through your posting,  I got the headsup on this  counter. Cheers Laoliu      ( Date: 10-Nov-2016 09:58) Posted: DeepBlue, changed your mind aldy? haha..good call there.
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DeepBlue Veteran	10-Nov-2016 10:18        DeepBlue About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one is simply too good to miss. Mr Liu, its through your posting,  I got the headsup on this  counter. Cheers Laoliu      ( Date: 10-Nov-2016 09:58) Posted: DeepBlue, changed your mind aldy? haha..good call there. DeepBlue      ( Date: 10-Nov-2016 09:35) Posted: Have an upside to 1.04
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Laoliu Veteran	10-Nov-2016 10:01        Laoliu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Touch 1.00 today, trending is very positive, expect more upside to come.
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