Highlights
KLSE: AJI (2658)       AJINOMOTO (M) BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
19.18   +0.14 (0.74%)  18.86 - 19.20  13,700
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Overview

Market Cap: 1,166 Million
NOSH: 61 Million
Avg Volume (4 weeks):29,294
4 Weeks Range:18.40 - 19.80
4 Weeks Price Volatility (%):
55.71%
52 Weeks Range:14.10 - 19.80
52 Weeks Price Volatility (%):
89.12%
Average Price Target: 17.30
Price Target Upside/Downside: -1.88
Stamp duty exempted for year 2024

Financial Highlight

Latest Quarter | Ann. Date 31-Dec-2023 [#3]  |  29-Feb-2024
Next QR | Est. Ann. Date: 31-Mar-2024  |  30-May-2024
T4Q P/E | EY: 19.33  |  5.17%
T4Q DY | Payout %: 0.47%  |  9.17%
T4Q NAPS | P/NAPS: 9.22  |  2.08
T4Q NP Margin | ROE: 9.40%  |  10.76%

Headlines

Date Subject
10-Apr-2024 【上升股】味之素挑战RM21.00
29-Nov-2023 Ajinomoto 2Q Net Profit Triples on Better Selling Prices, Lower Administrative Expenses
26-Jul-2023 下跌股:味之素 RM16.32支撑
21-Jul-2023 MQ Market Updates - 21 July 2023
21-Jul-2023 Mplus Market Pulse - 21 Jul 2023
21-Jul-2023 PublicInvest Research Headlines - 24 Jul 2023
21-Jul-2023 Ajinomoto Malaysia Sells Land to TS Law for RM408 Mil Cash, Plans Special Dividend of RM2.12 Sen Per Share
28-Jun-2023 Mplus Market Pulse - 28 Jun 2023
28-Jun-2023 Ajinomoto Announces 9.1 Sen Dividend, Appoints New MD
26-Apr-2023 Aji 搬厂!税收大减!【Chen's Room案例回顾: 2023年1月】 - 陈剑

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.
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  8 people like this.
 
alan26334 support by up coming special dividen rm2.1 or 13% at share price rm16
03/09/2023 3:46 PM
alan26334 business profit also start recover, more gain to come
03/09/2023 3:49 PM
Nepo too bad, nuclear waste dumping
japanese co image tarnish
worst still if raw materials contaminated..
04/09/2023 11:09 AM
Nepo Do you notice that Aji Japan Holding company share price not affect by nuclear waste dumping..?
So why we worry for the recent downtrend..
top up some @ RM 15.90 rare opportunity
05/09/2023 8:18 AM
Nepo top up some @ RM15.60
07/09/2023 10:38 AM
Nepo Top up some RM 15.44
06/10/2023 11:07 AM
Nepo The tentative timetable in relation to the Proposed Disposal is set out below:
Events Tentative Date
EGM for the Proposed Disposal 25 October 2023
Fulfilment of all conditions precedent in respect of the Proposed Disposal Mid January 2024
Completion of the Proposed Disposal End March 2024
07/10/2023 8:28 AM
stockraider The disposal of land & a very special div payout very attractive mah!
07/10/2023 10:21 AM
DestinyL https://www.klsescreener.com/v2/announcements/view/5999199
06/12/2023 8:21 PM
DestinyL From now on, only can go up not down lol
06/12/2023 8:21 PM
Nepo AJINOMOTO (MALAYSIA) BERHAD ("AMB" OR "COMPANY") PROPOSED DISPOSAL OF 6 CONTIGUOUS PARCELS OF LANDS WITH REDEVELOPMENT POTENTIAL WHERE ERECTED UPON ARE VARIOUS BUILDINGS HELD UNDER LOT NOS. 6269, 49366, PT 22910, 47088, PT 4508 AND 22968 IN MUKIM OF KUALA LUMPUR, DISTRICT OF KUALA LUMPUR, FEDERAL TERRITORY OF KUALA LUMPUR FOR A CASH CONSIDERATION OF RM408,000,000 ("PROPOSED DISPOSAL")

On behalf of the Board of Directors of AMB, Inter-Pacific Securities Sdn Bhd wishes to announce that all the conditions precedent as set out in the SPA have been fulfilled. Accordingly, the SPA has become unconditional in accordance with its terms and conditions on 6 December 2023.
07/12/2023 8:21 AM
Nepo When a Sale and Purchase Agreement (SPA) becomes unconditional, it means that all the conditions and contingencies outlined in the agreement have been met or waived, and the contract is now legally binding on both parties involved. This typically occurs when all necessary approvals, inspections, financing arrangements, or any other specified conditions have been satisfied or waived, allowing the transaction to proceed to completion. Once the SPA is unconditional, both the buyer and seller are obligated to fulfill their respective obligations as outlined in the agreement.
07/12/2023 8:21 AM
Nepo after roller coaster for so many times, already squeeze out short-term trader almost completely.
leaving behind are almost the mid to long-term holders
your patience will be well rewarded..
07/12/2023 2:56 PM
Nepo Now you can relax and enjoy you coffee and let the money autopilot to generate your passive income
22/01/2024 3:21 PM
stockraider The disposal of kuchai lama land will bring alot of profits for ajinomoto , this will mean rerating of ajinomoto share price & good special dividend coming mah!
23/01/2024 8:06 AM
Nepo The tentative timetable in relation to the Proposed Disposal is set out below:
Events Tentative Date
EGM for the Proposed Disposal 25 October 2023------->Passed
Fulfilment of all conditions precedent in respect of the Proposed Disposal Mid January 2024-------> Passed
Completion of the Proposed Disposal End March 2024------>ongoing
14/02/2024 4:09 PM
CorporateProposal @Nepo what will be your TP post completion
14/02/2024 8:01 PM
Nepo Hi @Corporate

I m a long-term investor. I hold Aji for long-term. As long as:
(1) Aji continues to growth(Middle East market), then i will keep the shares.
(2) If no growth, then Aji should give at least 4% dividend.

In short, If Aji can't give me above two conditions, then i will sell regardless what the share price is..

At the moment, primarily reason I hold Aji because i hope for growth from the Middle East Halal market..
15/02/2024 8:07 AM
Nepo Probably today will explode to RM 17.50..
16/02/2024 11:23 AM
CorporateProposal @Nepo I think engine probably start fully next week. Next QR expected end next week, hope for better QR and some good announcement.
16/02/2024 3:09 PM
Nepo @Corporate, you spot on😃
19/02/2024 10:51 AM
CorporateProposal Not exceptional but good QR. No good announcement yet, maybe early next month, fingers crossed.
29/02/2024 5:33 PM
Nepo From the QRSales to Other Asian Countries increased substantially, wondering what Other Asian countries does Aji Malaysia sell to..?
01/03/2024 2:12 PM
Nepo Look like Completion of the Proposed Disposal End March 2024------>ongoing-----> successfully completed..?
Your patient waiting will be substantially rewarded..😀😀😀
05/03/2024 9:39 AM
DestinyL Go go go!
05/03/2024 10:08 AM
Nepo Normal pp can only wait to harvest..
smart pp, i.e. insider can sit and relax to harvest

that is y the wealth gap widen..
05/03/2024 10:09 AM
CorporateProposal Looks like good news incoming @Nepo as you said
05/03/2024 10:49 AM
DestinyL There are also dumb insiders who still get to relax and harvest lol
05/03/2024 12:56 PM
CorporateProposal can TP RM40 like this 🤑
05/03/2024 7:05 PM
Nepo after a few days of pumping, the mgt still not let the cat out of the bag..
like this quite good because existing holders can still enjoy the runnnn.. until the day it announces..and it is the D-Day it gonna to harvest the leeks..
07/03/2024 12:04 PM
pang72 Nikkie breaks all time high like wise AJI..

AJI newly build fully auto factory bring the share price to AI automation high!
07/03/2024 12:15 PM
Nepo Quite obvious sb is using the news (disposal of land) to goreng..
08/03/2024 9:13 AM
CorporateProposal Can target TP RM40 like this 🚀
08/03/2024 1:13 PM
EngineeringProfit Aji is my favourite
08/03/2024 1:15 PM
Nepo ha i predict after reaching RM20.00, they will do harvesting..
08/03/2024 2:58 PM
pang72 Japanese is the best Asean country..as compared to US
Nikkie breaks all time high if you miss Nasdaq...
AJI is your Japanese stock for all time high...

Kawaiii Neh meh!!
08/03/2024 4:19 PM
pang72 New AJI AI fully automated factory become benchmark or role model for industrial 4.0 in malaysia...

So, fly rrrr!!!
08/03/2024 4:35 PM
Nepo After almost one week of profit taking regarding the final confirmation of sales of land at Kuchai, Aji starts to stabilise at around RM 18.50.

Now it is the time to wait for RM 2.1x dividend from the disposal of land, adding to the stabilized share price RM 18.50, realistic price is around RM 20.xx

Are you satisfied with that share price..?
15/03/2024 5:39 AM
pushparaj Any news on the special dividend payout. All eagerly waiting for the golden harvest, day
24/03/2024 6:40 PM
Nepo Special dividend need EGM to pass..
26/03/2024 4:14 PM
cheongks1979 @Nepo, reading the circular again, the proposed special dividend is not subjected to shareholders or regular authorities approval.
27/03/2024 6:39 AM
Nepo i see, thanks for the info, cheongks1979.
01/04/2024 11:55 AM
hoplanner @Nepo at current price + sp divdend 2/-, the share cld go beyond 22.00-23.00
02/04/2024 5:20 PM
DaiDee Would like to seek advice from all the sifus here in regards to the special dividend. I currently hold some shares in Aji and I'm still keen to top-up some shares as I view the brand as a long-term investment. But just out of curiosity, are my new investments still valid to receive the dividends or is there a cut-off date based on the announcements? Apologies if this question comes of as silly
03/04/2024 11:20 PM
Skywalker00 It’s a matter of time before the news of their Participation with Israel on the artificial meat cultivation which have hit Indonesia.
04/04/2024 4:14 AM
Cryptolover @Daidee as long as u had those shares one day before the ex-date, then u will get it
05/04/2024 8:17 AM
DaiDee Thanks for the advice @Cryptolover ! Appreciate it
05/04/2024 2:16 PM
JustinX78 Aji is moving higher and higher day after day. Suddenly people recognize MSG can increase the flavor to food? 😁
09/04/2024 3:49 PM
Nepo @hoplanner, like this it has gone beyond my expectation..
12/04/2024 1:48 PM
stockraider Very big div coming mah!
14/04/2024 11:12 AM


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