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0.69   0.00 (0.00%)  0.685 - 0.69  209,700
5,383 comment(s). Last comment by 3iii at May 30, 2018 07:31 PM
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uptrending
616 posts

Posted by uptrending > May 23, 2018 10:43 PM | Report Abuse

...........…......... as of 31st March 2018
.......................... oil palm.... Timber.... other..........
total
Segment assets 2,591,933 501,129 70,767 - 3,163,829
Segment liabilities 1,000,394 361,059 1,546 - 1,362,999

Oil Palm has become the MAIN BUSINESS of JAYA TIASA..

YIELD will be better and better
Palm oil price is recovering as ringgit weakens..
The cost per acre is cheap..

The share price now @ Aug 2009 is really absurd and if dropd further it will match that during the 2008-2009 Financial Crisis despite the company already built a 70,000 hectare Oil Palm Plantation most of which in the prime of average 8-9 years...


lizi
1301 posts

Posted by lizi > May 23, 2018 10:53 PM | Report Abuse

this round no impairment also can slip into red...break record liao....4 years in a row, sure got one quaarter making loss one....


uptrending
616 posts

Posted by uptrending > May 23, 2018 11:09 PM | Report Abuse

This Quarter is a surprise, really! Oil Palm business also lost money! Costs are so high! What are the costs actually? No details available.


uptrending
616 posts

Posted by uptrending > May 23, 2018 11:09 PM | Report Abuse

Because of Election? Haha!


alexsee
343 posts

Posted by alexsee > May 23, 2018 11:11 PM | Report Abuse

Jtiasa is in in the list of intraday short selling.. traders might take this bad results to short sell this company.. and buy back at the end of day.. down limit is 15%


tonypang
19 posts

Posted by tonypang > May 23, 2018 11:24 PM | Report Abuse

can know why the cash increase from 65M to 122m? good ?


uptrending
616 posts

Posted by uptrending > May 23, 2018 11:31 PM | Report Abuse

I will buy when it drop more than 10% tomorrow to hold for the medium term.

Alexsee,
Thank you for your info..


alexsee
343 posts

Posted by alexsee > May 23, 2018 11:39 PM | Report Abuse

on 14 May the price up to 0.87 after PH won, thought will rebound back to 1.00.. so i wait and see.. it drop back to 0.78 and finally today broke lowest price to 0.765.. this time let the chart make story.. high probability downtrend chart again.. till find it bottom to support..


uptrending
616 posts

Posted by uptrending > May 24, 2018 12:13 AM | Report Abuse

Tony,

The cash flow for the 9 months is healthy and positive..
Accumulative 9 months, the company still made 7 million after tax. Accumulated depreciation is much more than capital expenditure by about 40+ millions and some rm10+million proceed from sales of plant and equipment... reduction of working capital and some 20+ millions from financing... resulted in net increase in cash


uptrending
616 posts

Posted by uptrending > May 24, 2018 12:17 AM | Report Abuse

for an amount of rm98.9 million as compared to last financial year ended 30th June 2017..


uptrending
616 posts

Posted by uptrending > May 24, 2018 12:28 AM | Report Abuse

The company may not require big capex going forward as it has already built 4 palm oil mills with combined capacity of 1.7mil MT FFB per annum... The future cash flow is expected to be good.


uptrending
616 posts

Posted by uptrending > May 24, 2018 03:47 AM | Report Abuse

JAYA TIASA HOLDINGS BHD ( 3751-V )
THIRD QUARTERLY REPORT FOR THE FINANCIAL PERIOD ENDED 31 MARCH 2018
Explanatory notes pursuant to MFRS 134 and Appendix 9B of the Listing Requirements
12
19 Group’s Prospects
We are cautiously optimistic on the recovery of CPO prices in view of the expected increase in
demand of CPO during the festive season despite concern of growing CPO stockpile with the
reinstatement of the 5% export tax.
We foresee higher FFB and CPO production from more maturing palm age profile during the high crop season in the coming quarter.

COMING QUARTER LOOKS GOOD!


davidkkw79
3740 posts

Posted by davidkkw79 > May 24, 2018 07:14 AM | Report Abuse

Wait it down to 50 sen


tonypang
19 posts

Posted by tonypang > May 24, 2018 07:24 AM | Report Abuse

Uptrending, meaning cash is building up is good for medium and long term building up


uptrending
616 posts

Posted by uptrending > May 24, 2018 07:27 AM | Report Abuse

I also hope to buy cheap but I don't think so...


tonypang
19 posts

Posted by tonypang > May 24, 2018 07:39 AM | Report Abuse

Uptrending , when u mention medium term is how many years? also sabah banned on log export will good for Sarawak log business ?


uptrending
616 posts

Posted by uptrending > May 24, 2018 08:25 AM | Report Abuse

Tony,

Medium term 6 to 12 months. I believe next quarter results should make profits already and then the price should reverse. It will probably make a bottom today, unless there is crash in the world market later. But then plantation stocks offer good earning visibility and solid assets.

The production figures in the last quarter, Jan - March, were bad as it was low season and heavy rain affected harvest of the crops and logging activities.

From AR 2016, Jayatiasa holds 1.7 million acres of forest concessions. Total land area under reforestation is 235, 858 hectare of which estimated plantable area is 140,377 hectare. At that time of reporting, 32,678 hectare planted for the reforestation. Maturity takes 12-15 years. Not sure how many years to go to majurity from now.

From AR 2017, Jayatiasa Concession log extraction quota for 2017/2018 Coupe year is 630,400 cubic meter. It is still quite significant. Last month April, log production was 28,400 cubic meter and FFB 82,038 as compare to 78,973Metric ton as compare to April 2017. Last quarter log prouduction was only 50,353 cubic meter and FFB 201,657 metric ton.

I can see a lot of upside potential.


uptrending
616 posts

Posted by uptrending > May 24, 2018 08:33 AM | Report Abuse

Tony,

yes cash is building up because the palm oil mills are relatively new and depreciation of the plant and equipment is quite significant. For the ytd 9 months the depreciation charge is already
rm 88 millions. Going forward if there is no much capex requirement, cash flow would be good and better even if profit is not so good.

Capex for reforestation is about rm 20+ million per annum, quite minimal and reasonable.


tonypang
19 posts

Posted by tonypang > May 24, 2018 09:09 AM | Report Abuse

thanks Uptrending for yr valuable depth analysis. it seems like good to invest this counter


Hope88
220 posts

Posted by Hope88 > May 24, 2018 09:15 AM | Report Abuse

this quarter profit drop


popo92
279 posts

Posted by popo92 > May 24, 2018 09:16 AM | Report Abuse

in fact, this is a good chance to collect for those who still had faith on palm oil. losses on this quarter is expected, since there's heavy flood in q1. foresee next quarter oil palm sector will recover to normal, unless there's palm tree dying from the disaster (unlikely).


Hope88
220 posts

Posted by Hope88 > May 24, 2018 10:31 AM | Report Abuse

how lower it can go


LimKT
424 posts

Posted by LimKT > May 24, 2018 11:27 AM | Report Abuse

sure more lower more good


LimKT
424 posts

Posted by LimKT > May 24, 2018 11:28 AM | Report Abuse

i can buy at most minimum point and wait for rise $$$


LimKT
424 posts

Posted by LimKT > May 24, 2018 11:28 AM | Report Abuse

would u guys follow me hahah


Shadows
256 posts

Posted by Shadows > May 24, 2018 02:20 PM | Report Abuse

I will accumulate.. not based on financial analysis but just simple cut on their plantation size. Hopefully riding out the dark cloud.


tonypang
19 posts

Posted by tonypang > May 24, 2018 11:35 PM | Report Abuse

Hi Uptrending,72.5C now, good to buy?


charliemunger
41 posts

Posted by charliemunger > May 25, 2018 02:21 PM | Report Abuse

trap so many people. yet so many still have faith on it. all pretend to be pros at the finance figure bla bla bla.. Let me say right ... it will continue to dive downtrends. good luck!


uptrending
616 posts

Posted by uptrending > May 25, 2018 03:54 PM | Report Abuse

Tony
@70sen it is cheap..
If you buy, you have to buy and forget and do not monitor it on daily basis... otherwise have to wait and monitor the monthly production volume to make your decision.

Yesterday an IB downgraded it from buy TP 1.40 to Neutral TP 0.80

when things turn better, I expect IB will upgrade... :)


tonypang
19 posts

Posted by tonypang > May 25, 2018 04:50 PM | Report Abuse

Uptrending Roger and million thanks. I have the faith on Palm oil business and the CPO price is depress now but strongly believe will be back 1 day. Buy some and monitor the production vol.


goodluck37783378
8 posts

Posted by goodluck37783378 > May 29, 2018 09:57 PM | Report Abuse

5281346

Is this OTB punya co?
24/05/2018 0.73 0.83 +0.10 (13.70%) HOLD Affin Hwang Capital
01/03/2018 1.04 1.65 +0.61 (58.65%) BUY Affin Hwang Capital
22/01/2018 1.07 1.65 +0.58 (54.21%) BUY Affin Hwang Capital
30/11/2017 1.14 1.65 +0.51 (44.74%) BUY Affin Hwang Capital


goodluck37783378
8 posts

Posted by goodluck37783378 > May 29, 2018 10:12 PM | Report Abuse

within 2 months cut target price into half ? OTB good show. 4116762 5211835


3iii
3350 posts

Posted by 3iii > May 30, 2018 07:31 PM | Report Abuse

Reviewing an old post

The most important investment for an investor is to invest into his or her own education.

Please acquire the right philosophy and strategy and make your own investing decision.

For those who are not able to do so, they still require to have this right philosophy and strategy to work with their fund managers who are managing their funds.



==========



https://klse.i3investor.com/blogs/koonyewyinblog/45691.jsp

The most undervalued share I know - Koon Yew Yin
Author: Koon Yew Yin | Publish date: Fri, 31 Jan 2014, 08:23 AM

Koon Yew Yin

My main objective to reproduce this article is to teach you how to become a super investor. My intention is noble but it would seem that I am boasting again.

As I said many a time before, there are many share selection criteria such as P/E , dividend yield, price to book value, NTA etc, but I consider the most important criterion is profit growth prospect.

Before you buy any share you must make sure that the company can make more money this year than last year and it can make more money next year than this year and continue to make increasing money in the foreseeable next few years.

Jaya Tiasa has this ability of producing more and more profit in the next 10 years. Now you, especially kk123 & wt222 who has ridiculed me before must go back to study my article “Why I sold R Sawit and SOP to buy Jaya Tiasa”. It is important for those who have not been successful in stock picking must change their old style or mind-set. Kk123 & wt222 must examine your track record to realise how well you have performed before you dare to ridicule me.




Share price movements of Jaya Tiasa

30.1.2014 RM 2.29
28.3.2014 RM 2.75 (peak)
30.5.2018 RM 0.70

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