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Overview
Financial Highlight
HeadlinesBusiness 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 The beauty of FA： what should come down, it will come down. What should go up, it will go up . Share market is a sure win game, no way to lose 。。。 11/12/2019 11:14 AM RainT BAT is fundamental problem, PH government always find trouble with BAT AJI got what fundamental issue? can tell me? 11/12/2019 3:40 PM apple168 Since we hv many sellers... it is useless to keep buying... let’s push down together and Huat together at rock bottom price... 12/12/2019 6:46 PM newbie911 Sunset business like BAT? Who still uaing ajinomoto in cooking? Now food moving into msg free food. 12/12/2019 8:45 PM Fabien "The Efficient Capital Allocater" If substantially below PE 15x i may consider buying. 12/12/2019 10:48 PM SilverHawk 1. Reduction in interest income. 2. Interest income turn zero. 3. Interest income turn negative - interest expenses. 4. Reduction in dividend payout. 5. Huge capex. 6. Huge depreciation on capex. 7. Huge start up cost, marketing cost on new product . 8 ..... Bomb is coming one by one one quarter after another quarter. Before we can get sweet fruit on Aji future, need to go thru all those profit killer. Roller coaster ride ahead 。。。。 Trade with care. Do own analysis 。。。 14/12/2019 10:33 AM mk00001 Ajinomoto (Malaysia) Bhd (AMB) is planning to invest RM355 million to build a new plant, including its corporate office, on a plot of land located in Techpark@Enstek, Bandar Baru Enstek, Seremban, in Negeri Sembilan. The company just completed the acquisition of the freehold plot today for RM86.08 million. 17/12/2019 11:08 AM SilverHawk Bumpy ride ahead !! Fasten ur seatbelt !! Still years to go for this babe to grow up 。。。 19/12/2019 2:06 PM SilverHawk Aji interest income = 10% of Aji total operating profit. Aji cash position at Q1 2019 RM302,621k, net finance income 2,301K. 5 quarter down the road at Q2 2020 cash RM 258,231k finance income 2,130K. Finance income down on cash position down. It seems not significant BUT ... The capital commitment not yet provided for amounting to RM 379,189k. This will completely deplete all the cash in hand and will incur borrowing of more than 150,000K. Aji is a company with annual net profit of 50M ONLY. It will need years to rebuild it's cash position. It will shock me if Aji continue its 50% dividend payout. In normal scenario with good business sense, Aji should had plan on dividend CUT !! 19/12/2019 4:11 PM SilverHawk Hehe i sold long long ago at around 20+/-. Made more than 100% in about 16 months time *** 20/12/2019 11:25 AM apple168 Come on, please sell your aji share, you can do better than that! Mommy waiting here... 20/12/2019 2:39 PM jeannie not only Aji keep dropping, but all shares... be patient, wait for the rising sun. 10/01/2020 11:39 AM PuppyKitten Ajinomoto, sedap sedapnya. Tambah sesedu lagi, lagi enak rasanya. Aji, Yummy ! Ajinomoto, Yummy Yummy !! 16/01/2020 10:40 AM SilverHawk When the last bull sell, the bear is nearing to the end. When the last bear buy, the bull is nearing to the end @@ 16/01/2020 6:41 PM  |
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