【JADI 交流专区 2】JADI 牛氣十足～～～

第一论坛

原帖由 sccari 于 18-7-2006 01:35 AM 发表
BURSA MALAYSIA

对不起，应该是Mr Lim Hock Guan

[ 本帖最后由 第一论坛 于 18-7-2006 01:40 AM 编辑 ]

第一论坛

sccari ，
我睡啦，下次再聊吧。

SHAH ALAM: The management of Jadi Imaging Holdings Bhd has a clear view of where it wants to be in two years - among the world¡¦s three biggest independent manufacturers of ink toner.

This is Jadi¡¦s target and it would be reached if it raises its production capacity to 8,000 tonnes a year by 2008 from 5,000 tonnes by year-end.

Currently, the world¡¦s largest independent toner manufacturer is a diversified Japanese company that has a capacity of about 10,000 tonnes a year.

Jadi executive chairman K.S. Liew said in a recent meeting with StarBiz that the company¡¦s confidence in its vision was based on its productivity and focus on research and development (R&D).

The company makes black toners used in printers, photocopiers and fax machines, and mainly for the replacement market.

It operates three lines of production machinery at its Shah Alam plant and a fourth line in a new plant in Suzhou, China.

The plant in Shah Alam is operating 24 hours a day, seven days a week. Naturally, Jadi is installing a fifth production line in a new, nearby plant, which would be ready in October.

Next year, the company will consider expanding its capacities in China and Malaysia.

It may be perceived that there is a low barrier of entry into the industry. Not so. This bears out from the fact that Jadi is the only toner producer in the country. No one else has entered the industry as a competitor.

Contrary to belief that toner is a commodity type of product that¡¦s easy to make, Jadi develops a new range of toners each year, so that they are compatible with the new printers that come into the market.

Liew takes a keen interest in research and development (R&D), attending all the technical meetings himself.

He is particularly keen on Jadi¡¦s research to develop a capability to make chemically-produced toners (CPTs). Colour CPTs provide higher profit margins and the demand trend is clearly towards colour toners, he said.

Jadi is working on the R&D with a professor of polymer chemistry at the University of Malaya. ¡§It¡¦s a good marriage of his knowledge of polymer chemistry and our experience in toner technology,¡¨ he added.

The company is having a good listed life. Following its listing on Bursa Malaysia second board in April, both the share price and volume traded have set a firm tone.

Trading was so active that the volume exceeded 50 million shares a day on Monday and Tuesday last week. This has led Jadi to be viewed as a speculative stock.

Liew made it clear he had not bought or sold any of his shares since the listing. In fact, he can¡¦t sell most of his shares. A 33% stake in which he has interest is held under a moratorium.

¡§The company is still at an early stage of growth. I won¡¦t be selling my shares,¡¨ he said.

Liew came from a related industry. He was a sales manager selling photocopiers at the Wywy group.

Later, he set up his own business, with the Pengkalen group as a partner, to make re-conditioned copiers. It was a natural extension from there to make toners as well. He later bought over Pengkalen¡¦s stake in Jadi.

After the initial trying years, Jadi¡¦s products have gained wide market acceptance. Its financial performance is exemplary. The group held net cash of RM7.7mil and it has forecast net profits to expand to RM10.9mil this year from RM8.5mil last year.

The management is able to turn a very high profit margin from the business. Its net margin in its first quarter this year was a lofty 22%.

Jadi is perceived to be producing a low-tech product but its financials indicate otherwise. If investors would look closer, they might catch a glimpse of the company¡¦s colourful prospects.

第一论坛

MR Liew Kim Siong是此公司的董事长，很勤劳的。常常都在都进来R&D的部门问问我们的产品如何了，缺少什麽因素等等。

第一论坛

chemically-produced toners (CPTs)比较难出产，因为需要很先进的机械来操作。普通的Toner是比较不圆而多角面，但是CPTs是属于圆形的。试想想，像灰尘这么小的东西，可以切成圆形，是非常苦难的。唯有用化学物来控制。

第一论坛

原帖由 LoneLuv 于 18-7-2006 02:02 PM 发表
论坛兄，睡醒了啊？
等着你的内幕消息，看手上的JADI要不要卖

我也是在等着在中国工作的Production Manager。现在JADI打入中国市场，而在那里苏州开厂，而为了是应付那里的市场。如果算起来短期的话，会看不到什麽成绩，除非是长期的话，会是很好的投资。

sccari

第一论坛,你还是从事TONER的制作工作吗?

或许合作,成为JADI第二,取名为 KALAU 或 BECOME,

第一论坛

原帖由 sccari 于 18-7-2006 10:48 PM 发表
第一论坛,你还是从事TONER的制作工作吗?

或许合作,成为JADI第二,取名为 KALAU 或 BECOME,

JADI是十多年的公司，在早几年前已经凑备了上市，而由于当初资金不够，和市场不够稳定，所以没有机会上市。但是现在有足够的资金以后，便打入股市。之前公司的名字是Technitone (M) Sdn Bhd。KALAU 或 BECOME还是属于“前途未知”的名称。如果要的话，不如就起名JAYA。哈哈

[ 本帖最后由 第一论坛 于 18-7-2006 11:29 PM 编辑 ]

sccari

原帖由 LoneLuv 于 19-7-2006 09:19 AM 发表
各位大大认为JADI还会有另一次冲刺吗？

小弟有票在手...0.36...

目前是观望的行情.

如果是在0.36,我是没把握去买.风险太高了.
所以我在0.365就已丢了.
如果在0.27左右,我会考虑.

刚进一万股 RM0.305

再跌 再买 ~!

理由1: 只要世界上printer这个东西还存在的话,它就有生意做了
理由2: 现在LASER PRINTER的价钱越来越便宜了

不过,

潜在风险1: PAPERLESS OFFICE
潜在风险2: 被新的科技取代了


Datuk - Datuk dan Datin Datin sekalian, 同意我的说法吗？

khokhokho

(刚进一万股 RM0.305)
是不是 一粒是一千來算的還是一萬粒股 有時我打電話去買時，講100 粒股，真的怕他按錯成 1千粒股

raulhong

各位对jadi近期走势如何？

unclelim2006

原帖由 屠狗辈 于 21-7-2006 09:58 AM 发表
刚进一万股 RM0.305

再跌 再买 ~!

理由1: 只要世界上printer这个东西还存在的话,它就有生意做了
理由2: 现在LASER PRINTER的价钱越来越便宜了

不过,

潜在风险1: PAPERLESS OFFICE
潜在风险2: 被新的 ...

世界上的 laser printerh还存在,而且越来越便宜后.....

问题 生意不是 jadi 一间公司在做吧了.

偏偏我也是跟你看法一模一样.

我是申请到的. 0.22




[ 本帖最后由 unclelim2006 于 22-7-2006 02:32 AM 编辑 ]

原帖由 khokhokho 于 21-7-2006 01:13 PM 发表
(刚进一万股 RM0.305)
是不是 一粒是一千來算的還是一萬粒股 有時我打電話去買時，講100 粒股，真的怕他按錯成 1千粒股

哈哈 最好是买的时候,直接讲要买几股比较安全.
one thousand shares ....ten thousands shares ....etc

原帖由 unclelim2006 于 22-7-2006 02:28 AM 发表


世界上的 laser printerh还存在,而且越来越便宜后.....

问题 生意不是 jadi 一间公司在做吧了.

偏偏我也是跟你看法一模一样.

我是申请到的. 0.22

不过在大马就只有它一间在做罢了

menhaur

我没各位大大酱勇， 我在0.305只进了6000股。
希望星期一能有好收获

unclelim2006

原帖由 屠狗辈 于 22-7-2006 09:20 AM 发表


不过在大马就只有它一间在做罢了

是吗? 我的朋友也是这行的, 他说jadi只是其中一间上市吧了?
还有其他公司还在做着....

share_world

迟点会不会变成另一个megan？我很久以前就不玩jadi了~因为觉得上面好像很多大老虎在玩着~大家小心~~不好追高啊~~

第一论坛

原帖由 unclelim2006 于 22-7-2006 02:28 AM 发表


世界上的 laser printerh还存在,而且越来越便宜后.....

问题 生意不是 jadi 一间公司在做吧了.

偏偏我也是跟你看法一模一样.

我是申请到的. 0.22

世界可不是一间，但是马来西亚是唯一一间。
可以认同的，JADI是最优选的品牌。
那时候我还在JADI时，我们除了研究自己的产品，也研究其他公司的产品，而都没有自己公司做的好。

陳光發

加迪影像（JADI，7223）目標0.50作短線投資