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Overview
Financial Highlight
Headlines
Business Background Ajinomoto (Malaysia) Bhd is engaged in manufacturing and selling of monosodium glutamate (MSG) and other related products. The company operates through two segments. Its Consumer business segment manufactures and distributes various consumer products, seasonings as well as provides services in relation to the food industry. The Industrial business segment consists of production and distribution of MSG for industry-use and industrial seasonings. In addition, it offers retail products under the brands, such as AJI-NO-MOTO, TUMIX, SERI-AJI, AJI-SHIO, Pal Sweet, AJI-MIX and AJI-NO-MOTO PLUS. The company's industrial products include hydrolyzed vegetable protein (HVP), AJI-AROMA, AJIMATE and ACTIVA TG.
  SilverHawk Aji, ongoing capex vs cash in hand, there is a 150M deficit. With Aji prudent method, 3 options : 1. Bank borrowing 2. Bonus issue + right issue 3. Borrowing from Aji Corp. Think this will incur during 2021 or 2022. Entry price need to factor in the above. 06/04/2020 8:05 PM  focusinvesting Ajinomoto is a fairly defensive stock with a good dividend rate. The high cash position and solid brands would likely see the company through these tough times. At RM 14.30, the margin of safety is roughly 7% but you can keep it on your watch list to buy when its cheaper. https://focusinvesting484855354.wordpress.com/2020/05/02/fundamental-analysis-ajinomoto-malaysia-berhad/ 09/05/2020 11:36 AM mf https://www.cnbc.com/2020/05/22/defense-secretary-says-coronavirus-vaccine-will-be-ready-by-end-of-year.html 23/05/2020 2:43 AM RainT another good sets of result even in MCO Lucky i trust i AJI and buy more during sell down 25/06/2020 5:42 PM troy88 Is AJI on its way to go back to its glory days of 20+ range few years ago? 26/06/2020 9:33 AM Pgraduate123 During mco, food products hit sky high leading to higher demand for Aji products. 29/06/2020 7:05 PM mylo Any dividends for Aji? Previous Q4 they gave 47 cents but did not see any announcement for this quarter 29/06/2020 7:21 PM Pgraduate123 Pray hard this month super qrt result. Look at super long queues at supermarkets during mco... I hope more than usual 47 sen dividend. 02/07/2020 10:18 PM focusinvesting AJI should remain positive even during the virus outbreak. Their products are hardly replaceable. I'm looking forward to a stronger AJI in the near future. https://focusinvesting484855354.wordpress.com/2020/07/04/ajinomoto-malaysia-berhad-4th-quarter-analysis/ 04/07/2020 10:20 PM wormgod no worries dividend sure above 47sen one, they have dividend policy one.. somemore AJICO is the largest shareholder 09/07/2020 11:26 AM troy88 Not sure why lately it's weakening. Hope it rebounds soon and a nice dividend this time. 10/07/2020 3:49 PM  James Ng https://klse.i3investor.com/blogs/general/2020-08-04-story-h1511524833.jsp [转贴] [AJINOMOTO (MALAYSIA) BHD：消费业务部门的销售收入增加和生产成本降低] - James的股票投资James Share Investing 04/08/2020 9:13 AM  andr the only consumer growth stock that's still undervalued in Bursa you can find. 11/08/2020 11:37 AM RainT Very good AJI management team with this quarter result , this who that they know how to manage this company MCO period already such good result if no MCO shall be better 18/08/2020 9:44 AM RainT good company plus with very good management team in addition of good products plus with reasonable price for entry AJI 18/08/2020 9:46 AM apple168 Once upon a time, a rich man from the city arrived in a village. He announced to the villagers that he would buy Monkeys for 100 each. The villagers were very happy, after all there were hundreds of Monkeys in a nearby forest. They caught the Monkeys and got them to the rich man. He bought hundreds of Monkeys and paid 100 for every Monkey the villagers gave him. They began to make a living out of getting Monkeys from the forest and selling it to the rich man. Soon, the forest began to run out of monkeys that were easy to catch. Sensing this, the rich man offers 200 for every monkey. The villagers were ecstatic. They went back to the forest, set up traps and caught the monkeys and got them to the rich man. A few days later, the rich man announced he would pay 300 per monkey. The villagers began climbing trees and risking their lives to catch monkeys and get them to the rich man – who bought them all. There were no Monkeys left in the forest! One day, the rich man announced he would like to buy more monkeys – this time for 800 each. The villagers couldn’t believe this. They were desperately trying to get more monkeys. Meanwhile, the rich man said he had to go back to the city on some business work and until he returns his manager would deal on his behalf. Once he left, the villagers were unhappy. They were making quick and easy money from selling monkeys, but the forest no longer had monkeys. This is when the manager of the rich man stepped in. He made an offer the villagers could not refuse. Pointing out to all the monkeys that the rich man had caged. He told the villagers he would sell the monkeys for 400 each. “Sell them back to the rich man at 800 each when he comes back” the manager said. The villagers were over the moon. Buy for 400 and sell for 800 in few days. They had just found the easiest way to double their money. The villagers collected all their savings and even borrowed money. There were long queues and within a few hours, almost all the monkeys were sold out. Unfortunately, their happiness did not last long, as the manager went missing the next day and the rich man never came back. Many villagers kept the monkeys with them, hoping the rich man would come back. But soon, they lost hope and had to let the monkeys back into the forest as feeding and taking care of the noisy monkeys became extremely difficult. Good Luck! 25/01/2021 12:01 PM  |
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