Author Topic: JDMT-JANANA DE MALUCHO TEXTILE MILLS  (Read 18820 times)

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JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #-1 on: October 08, 2013, 07:48:12 PM »
All about JDMT - A Bibojee Group Company

http://www.jdm.com.pk/
« Last Edit: October 10, 2013, 01:30:08 AM by ouulman »
AGIC UNIC AICL KML FASM BTL JDMT

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JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #-1 on: October 08, 2013, 07:48:12 PM »

Offline SBM

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« on: October 10, 2013, 01:29:08 AM »
http://www.jdm.com.pk/FINANCIAL.aspx

ANNUAL 2013

company paid entire long term debt this year which used to create lot of problems in the past.

thanks
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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #1 on: October 10, 2013, 01:31:32 AM »
hehe check this out

Pakistan Industrial Development Corporation (Pvt.) Limited (PIDC) had filed a case against the
Company during the year 1975 for recovery of Rs.1.674 million payable to Bannu Sugar Mills
Limited (an ex-associated company). The management had filed an affidavit with the Sindh High
Court challenging the suit against the Company as the said amount was subject to adjustment
against compensation payable to one of its Associated Company {Bibojee Services (Pvt.) Limited}.
A Government Committee, during the year 1985, had decided the compensation claims of Bibojee
Services (Pvt.) Limited according to which no amount was payable to PIDC. Negotiations for
withdrawal of the suit are still in process between Bibojee Services (Pvt.) Limited and PIDC.



cj sb should take notice of this .. 1975 say case chalta araha hai :D
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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #2 on: October 10, 2013, 01:33:50 AM »
44.1 Yarn sales represent 96.22% (2012: 96.59%) of the total sales of the Company
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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #3 on: October 10, 2013, 01:10:08 PM »
44.1 Yarn sales represent 96.22% (2012: 96.59%) of the total sales of the Company

what do u say about this company. is it undervalued?
« Last Edit: October 10, 2013, 03:10:56 PM by M&M »
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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #4 on: October 10, 2013, 01:54:47 PM »
44.1 Yarn sales represent 96.22% (2012: 96.59%) of the total sales of the Company

what do u say about this company. is it undervalued?

I thought 96% was the ratio of local sales to export sales ...
I made a mistake.
Exports ratio is not available in the annual accounts

its cheap for sure.
I dont thikn they will pay any major dividends any time soon because they need capex .. they have mentioned themselves some of their machines are more than 35 years old

last couple of years they have paid down their long term debt. now they are doing capex and will use some of the retained earnings to reduce short term borrowings.
« Last Edit: October 10, 2013, 03:11:11 PM by M&M »
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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #5 on: October 10, 2013, 03:13:07 PM »
44.1 Yarn sales represent 96.22% (2012: 96.59%) of the total sales of the Company

what do u say about this company. is it undervalued?

I thought 96% was the ratio of local sales to export sales ...
I made a mistake.
Exports ratio is not available in the annual accounts

its cheap for sure.
I dont thikn they will pay any major dividends any time soon because they need capex .. they have mentioned themselves some of their machines are more than 35 years old

last couple of years they have paid down their long term debt. now they are doing capex and will use some of the retained earnings to reduce short term borrowings.

they do not export.
AGIC UNIC AICL KML FASM BTL JDMT

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #6 on: October 26, 2013, 09:29:37 AM »
first quarter eps expected at 15 per share
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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #8 on: October 30, 2013, 07:44:41 PM »
first quarter eps expected at 15 per share

eps 31.72

http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=048470&pagesize=1&pageno=2

what a stroke..... by jdmt.

life time opportunity to multiply wealth by 3 times minimum.

AGIC UNIC AICL KML FASM BTL JDMT

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #9 on: November 01, 2013, 10:09:53 AM »
AGIC UNIC AICL KML FASM BTL JDMT

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #10 on: November 07, 2013, 01:58:05 AM »

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #11 on: November 07, 2013, 07:44:24 PM »
http://www.jdm.com.pk/adminc/doc/freport_25.pdf
Q2-not good

share price is equal to one year of eps.

 earnings decline is not a big issue for the price investors are buying the stock now a days.

it should be at pe of 4, based on avg. eps of last 5 years.
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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #12 on: November 07, 2013, 08:35:07 PM »
JDMT has NOT paid a single rupee dividend in last 10 years ..... EPS ka achaar dalna hai  :laugh:
Trend is your friend. Never go against the Trend.

Offline Dehan

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #13 on: November 07, 2013, 11:12:48 PM »
JDMT has NOT paid a single rupee dividend in last 10 years ..... EPS ka achaar dalna hai  :laugh:

Yaar naam bhara ajeeb sa hay. Aur isi tara ka kaam b k kisi ko to daina dilana hay nahi, sab koch khod hi hazam kar lo salaries aur benefits lay lala k. Bahar k logon k lia EPS hi kafi hay.
"Suno sab ki, laiken Dehan apna apna"

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #14 on: November 08, 2013, 12:25:44 AM »
JDMT has NOT paid a single rupee dividend in last 10 years ..... EPS ka achaar dalna hai  :laugh:

Yaar naam bhara ajeeb sa hay. Aur isi tara ka kaam b k kisi ko to daina dilana hay nahi, sab koch khod hi hazam kar lo salaries aur benefits lay lala k. Bahar k logon k lia EPS hi kafi hay.

EPS reported is NET of salaries and benefits.
its real profits dude.
there is no real incentive for company with low leverage to lie about its profitability.
Earnings are real, but operating environment is really tough
Previous 8 years havent been kind to most of the textile companies, especially small ones
management try to be on the safer side and pay less dividends.
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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #15 on: November 08, 2013, 01:01:59 AM »
JDMT has NOT paid a single rupee dividend in last 10 years ..... EPS ka achaar dalna hai  :laugh:

Yaar naam bhara ajeeb sa hay. Aur isi tara ka kaam b k kisi ko to daina dilana hay nahi, sab koch khod hi hazam kar lo salaries aur benefits lay lala k. Bahar k logon k lia EPS hi kafi hay.

By the way, Janana da Malucho means "my darling, made of cotton".
Its got a strong family behind it ( i think Gen. Ali Kulli Khan family). But don't know why they don't pay div.

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #16 on: November 08, 2013, 09:24:17 AM »
JDMT has NOT paid a single rupee dividend in last 10 years ..... EPS ka achaar dalna hai  :laugh:

Yaar naam bhara ajeeb sa hay. Aur isi tara ka kaam b k kisi ko to daina dilana hay nahi, sab koch khod hi hazam kar lo salaries aur benefits lay lala k. Bahar k logon k lia EPS hi kafi hay.

By the way, Janana da Malucho means "my darling, made of cotton".
Its got a strong family behind it ( i think Gen. Ali Kulli Khan family). But don't know why they don't pay div.

Dividends will come insha Allah. if a company can pay over 100 rupees of debt per share, in one year, it can also pay 10 rupees in dividend. its just a matter of priority. they needed to settle loans and strengthen working capital to tap growth opportunities, which they are doing.
« Last Edit: November 08, 2013, 09:30:07 AM by Valueestimator »
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Offline Hamid Mamraiz

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #17 on: November 08, 2013, 11:19:35 AM »
JDMT has NOT paid a single rupee dividend in last 10 years ..... EPS ka achaar dalna hai  :laugh:

Yaar naam bhara ajeeb sa hay. Aur isi tara ka kaam b k kisi ko to daina dilana hay nahi, sab koch khod hi hazam kar lo salaries aur benefits lay lala k. Bahar k logon k lia EPS hi kafi hay.

By the way, Janana da Malucho means "my darling, made of cotton".
Its got a strong family behind it ( i think Gen. Ali Kulli Khan family). But don't know why they don't pay div.

Dividends will come insha Allah. if a company can pay over 100 rupees of debt per share, in one year, it can also pay 10 rupees in dividend. its just a matter of priority. they needed to settle loans and strengthen working capital to tap growth opportunities, which they are doing.
Jab tak JDMT aur BCML walay debt repay karein gay tab tak cotton yarn china ne import karna band kar dena hai aur spinners phir se bethay rahein gay.
Trend is your friend. Never go against the Trend.

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Re: JDMT-JANANA DE MALUCHO TEXTILE MILLS
« Reply #18 on: November 18, 2013, 11:11:43 PM »
first quarter eps expected at 15 per share

eps 31.72

http://www.kse.com.pk/notices-updates/detail2.php?id=4&nid=048470&pagesize=1&pageno=2

what a stroke..... by jdmt.

life time opportunity to multiply wealth by 3 times minimum.

lao maal 75


after bit of thinking bought jdmt last week- only 2500 for 2 years investment
and decided 50 will b first and final stop loss


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