我最新估计是eps=rm0.50 ,pe=12 ,stock price=rm6.00 ,传官老己靜靜買入与红股计昼中.
360capitalist 网友分析--
a)Now RM 3.06,,,All Time high and Sky is limit,,, Still far from fair value RM 5.00 to 7.50..
Based on EPS 50 cts, at P?E 10 is RM 5.00, P/E 12,, RM 6.00 and PE 15.. RM7.50
It should be worth to hold with potential to shoot up to RM6.00. International Big Boy is eyeing at this stock now, but I don't think the owner will sell at this level or even RM6.00 on table deal. It has many synergistic for big boy like F&N with its controlling stake of 32.9% in Kian Joo that controls another public listed company BoxPak.
This is the real 3 in 1 Mega Deal of the century.
The bullet trains will not stop here,, Happy Trading
We understand your frustrations and you should sell your Kian Joo shares because you are not getting any dividends and not happy with the way company being managed.
Mr, Koon, please enlighten Mr. Pharker a bit. Thanks
B) Can One 100% owned subsidiary in Fast Moving Consumer Goods alone worth RM 600mil
C) Aluminium Can and Packaging : RM100 Mil
So, the fair valuation is RM6.60..
KJ Privatisation Deal :
Kian Joo RM3.30 deal will hit snag. To recap, Toyota Tsusho on Nov 2013 offer to buy-out Kian Joo at RM3.75 or USD 1.16 per share. At today USD 1.16 is actually worth RM5.60, So, we hope the price tag for KJ should move above RM3.75 level soon if the buyer is really serious to get the deal done.
360capitalist 网友分析--
a)Now RM 3.06,,,All Time high and Sky is limit,,, Still far from fair value RM 5.00 to 7.50..
Based on EPS 50 cts, at P?E 10 is RM 5.00, P/E 12,, RM 6.00 and PE 15.. RM7.50
b)I heard Investment Guru Koon Yew Yin is accumulating Can One shares. Is it true ?
c)CanOne is so cheap and only trade at P/E less than 6 based on EPS 60 cents. Look at its pace of growth, export oriented business with solid forex gains and fat margin from milk powder division (profit boost from low material cost from New Zealand, F&N registered 50% jump in profit).
So many corporate exercise can be explores with many subsidiaries can go for public listings. It carried King Koil matteress, Ibume instant noodles and many more. It should be worth to hold with potential to shoot up to RM6.00. International Big Boy is eyeing at this stock now, but I don't think the owner will sell at this level or even RM6.00 on table deal. It has many synergistic for big boy like F&N with its controlling stake of 32.9% in Kian Joo that controls another public listed company BoxPak.
This is the real 3 in 1 Mega Deal of the century.
The bullet trains will not stop here,, Happy Trading
d)Mr. Pharker, we are talking about CanOne Berhad and not Kian Joo. We have received our dividend regularly around 10 cents. This is a well run company with smart guys running the operations that end up `Mouse swallow Elephant' scenario.. I referred to Can One controls Kian Joo..
We understand your frustrations and you should sell your Kian Joo shares because you are not getting any dividends and not happy with the way company being managed.
Mr, Koon, please enlighten Mr. Pharker a bit. Thanks
e)Mr. Koon like this type of stocks, strong and unbreakable earning growth with low PE..
Not all the people know how to appreciate this type of stock,, That make a big different...
Mr. Pharker.. How to proof Can One Owner is partnering with EPF to take private KJ ?
Court already given judgement and denying it.
I don't think KJ can be privatised at RM3.30 since Can One is refraining to vote in the EGM.
In order to mitigate your problem, I have good solution for you :-
Sell your Kian Joo shares and buy Can One shares. By doing so, you will end up indirectly still own Kian Joo shares via Can One and enjoy the dividends.
One Stone hit Two Birds..
Court already given judgement and denying it.
I don't think KJ can be privatised at RM3.30 since Can One is refraining to vote in the EGM.
In order to mitigate your problem, I have good solution for you :-
Sell your Kian Joo shares and buy Can One shares. By doing so, you will end up indirectly still own Kian Joo shares via Can One and enjoy the dividends.
One Stone hit Two Birds..
f)Can One easily worth RM1.28 Billion based on following :-
A) Kian Joo 32.9% shares worth minimum RM 480mil to RM 547mil B) Can One 100% owned subsidiary in Fast Moving Consumer Goods alone worth RM 600mil
C) Aluminium Can and Packaging : RM100 Mil
So, the fair valuation is RM6.60..
KJ Privatisation Deal :
Kian Joo RM3.30 deal will hit snag. To recap, Toyota Tsusho on Nov 2013 offer to buy-out Kian Joo at RM3.75 or USD 1.16 per share. At today USD 1.16 is actually worth RM5.60, So, we hope the price tag for KJ should move above RM3.75 level soon if the buyer is really serious to get the deal done.
g)I suggest aggressive accumulation on Can One as obviously BIG INVESTOR is on strong buying spree. Possibility of corporate exercise like bonus issue or free warrant in opting...
CanOne will go up straight.. fasten seatbelt to see it go to RM6.00 within 3 months,,,
h)Can One Berhad : Why you should invest for long term ? Target Price RM 6.40 to RM8.00
As most FMCG companies like F&N reporting strong growth in condensed milk division, we are also predicting Can One will report strong quarterly result this month with EPS around 16 cts to 20 cts or annualise at 64 cts to 80 cts. At P/E multiple of 10 times, Can One share price is worth RM6.40 to RM8.00. With possibility of bonus issue/ free warrant exercise, strong earning growth, Kian Joo revise upwardof take-over price PLUS interest of international fund managers into acquiring a strategic block of share, we shall see CanOne htting RM6.00 very soon.
Net Cash Company In Future :-
1) If company decide to sell Kian Joo, the company will be end up with RM260million cash after settling all bank loans.
2) If the company decide not to sell-off Kian Joo controlling stakes, the company may also looking into private placement of company shares to foreign investor to pair down its loans, a 10% private shares placement (19.2million shares) at RM5.00 to 5.50 per share, the company can easily raise RM100 million to reduce its total borrowing (RM200 Million) by half and within 2 years the company can be a net cash company, The conversion of warrant (if Issue) will provide additional funding for future capex requirements or source of funds to pair down company loans.
Taking a longer term view or 2 to 3 years, Can One will be a Cash Cow with solid industry leader like Kian Joo Berhad and Box Pak Berhad under its umbrella. As I said earlier, my suggestion to hold Can One shares compared to Kian Joo is yielding positive results.
h)Can One Berhad : Why you should invest for long term ? Target Price RM 6.40 to RM8.00
As most FMCG companies like F&N reporting strong growth in condensed milk division, we are also predicting Can One will report strong quarterly result this month with EPS around 16 cts to 20 cts or annualise at 64 cts to 80 cts. At P/E multiple of 10 times, Can One share price is worth RM6.40 to RM8.00. With possibility of bonus issue/ free warrant exercise, strong earning growth, Kian Joo revise upwardof take-over price PLUS interest of international fund managers into acquiring a strategic block of share, we shall see CanOne htting RM6.00 very soon.
Net Cash Company In Future :-
1) If company decide to sell Kian Joo, the company will be end up with RM260million cash after settling all bank loans.
2) If the company decide not to sell-off Kian Joo controlling stakes, the company may also looking into private placement of company shares to foreign investor to pair down its loans, a 10% private shares placement (19.2million shares) at RM5.00 to 5.50 per share, the company can easily raise RM100 million to reduce its total borrowing (RM200 Million) by half and within 2 years the company can be a net cash company, The conversion of warrant (if Issue) will provide additional funding for future capex requirements or source of funds to pair down company loans.
Taking a longer term view or 2 to 3 years, Can One will be a Cash Cow with solid industry leader like Kian Joo Berhad and Box Pak Berhad under its umbrella. As I said earlier, my suggestion to hold Can One shares compared to Kian Joo is yielding positive results.
| 業績看好‧冠旺漲20仙2015-10-31 11:35
在投資者預計冠旺（CANONE,5105,主板工業產品組）新一季將持續交出好成績下，
該公司股價在週五走高。
冠旺週五一開市即逐步走揚，一度漲至3令吉40仙，閉市是掛3令吉38仙，漲20仙或6.29%。
以出口為主的冠旺，在馬幣走跌下截至6月30日次季淨利成長76%至2千367萬令吉。
目前馬幣兌美元仍疲弱，投資者冀望冠旺建在下月公佈的第三季淨利將交出同等的好成績。
另一方面，冠旺欲收購建裕珍廠（KIANJOO，3522，主板工業產品組）
案件在8月27日時被聯邦法院駁回，該公司目前在案件整理階段， 將會在11月3日向高等法院上訴。（星洲日報／財經） |
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