Japfa

[CityFarmer]

1. The loan to equity ratio ratio - watch out for it.

2. If it is so good - why it don't list in Indonesia?

The first statement seems very valid, but the second one isn't so.

If Alibaba is so good, why not list in China, or SEHK? There might be good reason for it.

(not vested)

[greengiraffe]

1. The loan to equity ratio ratio - watch out for it.

2. If it is so good - why it don't list in Indonesia?

The first statement seems very valid, but the second one isn't so.

If Alibaba is so good, why not list in China, or SEHK? There might be good reason for it.

(not vested)

When u are dealing with mother nature, it warrants a steep discount rather than the usual premium ratings accorded to defensive F&B stocks.

Just look at how predictable QAF's primary resources can be...

With a huge Indo exposure we have an added forever green forex issue...

Jialat too many drivers and too confusing for me

Not Vested
GG

[CityFarmer]

1. The loan to equity ratio ratio - watch out for it.

2. If it is so good - why it don't list in Indonesia?

The first statement seems very valid, but the second one isn't so.

If Alibaba is so good, why not list in China, or SEHK? There might be good reason for it.

(not vested)

When u are dealing with mother nature, it warrants a steep discount rather than the usual premium ratings accorded to defensive F&B stocks.

Just look at how predictable QAF's primary resources can be...

With a huge Indo exposure we have an added forever green forex issue...

Jialat too many drivers and too confusing for me

Not Vested
GG

Yes, too many drivers (too complex) and confusing (too much uncertainties) are the NO-NO for value investors.

[BlueKelah]

This looks like the Indo Listing.
Japfa Comfeed Indonesia -dealing with cattle stuff as well so should be same company or in the same group of companies. So SGX could be a dual listing to get more $$
http://www.bloomberg.com/quote/JPFA:IJ

To note , Alibaba did list part of its business in HK and delisted last year but was unable to list the whole company. Supposedly unable to list the whole company in China or HK due to some regulations things.

[Contrarian]

> If Alibaba is so good, why not list in China, or SEHK? There might be good reason for it.

You can go and read why HKSE REJECTED Alibaba.

It's for a VERY GOOD REASON.

STI - what is it famous for? Only REITs and S-Chips. Maybe some shipping and O-G related biz.

[CityFarmer]

Analysts are bullish on the company

(not vested)

Japfa started at “add”, $1.25 target by CIMB

CIMB has started coverage on Japfa, giving it an “add” rating and a price target of $1.25, based on a sum-of-the-parts valuation.

The maker of protein foods, including milk, poultry and beef, is a play on the rising wages of Asia’s lower-middle income population and the inevitable shift in food sources to industrialised farms, according to CIMB analysts Kenneth Ng and Justin Chiam.

“With beef and Indochina as future growth pillars, Japfa is set to become a truly diversified agri-food business that spans the entire value chain, producing different animal proteins and entrenching itself in Asia’s most populous markets,” they say in a note.

The company, which made its trading debut in August, produces and sells animal protein in Indonesia, Vietnam and China, and plans to sell meat in India and Myanmar.

These are Asia’s most populous developing nations, where animal protein consumption is outpacing GDP growth, Ng and Chiam note.

In China, Japfa is likely to benefit from a shortage in milk production arising from public concerns over food safety, they add.

“Since the melamine incident in 2008, buyers have flocked to foreign imports or established milk retail brands, augmenting their bargaining power over small dairy farms.

“Faced with the poor selling prices for milk, the small farms sold their livestock to the beef market as beef prices tripled in the past six years.”

With large, industrialised dairy farms like Japfa’s investing in new capacity as small farms exit, the quality of milk produced in China is likely to be higher, they say.

“They are the answer to both China’s milk quality issues and supply shortage.”

Shares of Japfa traded at 87 cents, up 1.2%, at 0331 GMT.
http://www.theedgesingapore.com/the-dail...-cimb.html

[greengiraffe]

1. The loan to equity ratio ratio - watch out for it.

2. If it is so good - why it don't list in Indonesia?

The first statement seems very valid, but the second one isn't so.

If Alibaba is so good, why not list in China, or SEHK? There might be good reason for it.

(not vested)

When u are dealing with mother nature, it warrants a steep discount rather than the usual premium ratings accorded to defensive F&B stocks.

Just look at how predictable QAF's primary resources can be...

With a huge Indo exposure we have an added forever green forex issue...

Jialat too many drivers and too confusing for me

Not Vested
GG

http://www.businesstimes.com.sg/companie...-inspiring

HOCK LOCK SIEW
Post-IPO Japfa is not confidence-inspiring
By
R Sivanithysivan@sph.com.sg@RSivanithyBT
stijapfasgx0611.jpg When Indonesia agri-food company Japfa Ltd listed in Singapore in August, it was widely touted as a triumph for the local initial public offering (IPO) market. PHOTO: SPH
6 Nov5:50 AM
WHEN Indonesia agri-food company Japfa Ltd listed in Singapore in August, it was widely touted as a triumph for the local initial public offering (IPO) market. With a market capitalisation of just over S$1 billion, Japfa was seen as an institutional stock that offered exposure to the fast-

[greengiraffe]

S&P revises Japfa Comfeed outlook to negative
6 Nov5:50 AM
Singapore

STANDARD & Poor's Ratings Services (S&P) on Wednesday revised the rating outlook on Indonesia-based poultry feed and commercial farming company PT Japfa Comfeed Indonesia Tbk to negative from stable.

Japfa Comfeed is a listed Indonesian subsidiary of Japfa Ltd.

[greengiraffe]

http://www.businesstimes.com.sg/companie...3-earnings

Recently-listed Japfa posts 10% decline in Q3 earnings
By
Angela Tanangelat@sph.com.sg
8 Nov5:50 AM
Singapore

INDONESIAN agri-food group Japfa Ltd said on Friday that its net profit was US$10.77 million for the third quarter ended Sept 30, 2014, down 10 per cent from US$11.99 million a year ago.

Earnings per share were 0.67 US cent, compared with 0.81 US cent a year ago.

[greengiraffe]

http://www.businesstimes.com.sg/companie...e-not-sick

Japfa says cows in its China dairy farms are not sick
13 Nov5:50 AM
Singapore

JAPFA Ltd said on Wednesday that there has been no incidence of cows in its China dairy farms having been tested positive for bovine tuberculosis. The Indonesian agri-food company, which has dairy operations in China, said this in a statement following media reports alleging