 | Stock: [PECCA]: PECCA GROUP BHD Apr 6, 2021 11:35 AM | Report Abuse fully exited and miss the ride.....only can sit aside to watch |
|
| Stock: [EWINT]: ECO WORLD INTERNATIONAL BHD Mar 30, 2021 9:11 AM | Report Abuse RISK8888, we share the same appetite. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 10, 2021 7:08 PM | Report Abuse it been6 consecutive months on CPO production decline, hopefully the March qtr could see a very very strong rebound just like last year. *_* |
|
| Stock: [SKPRES]: SKP RESOURCES BHD Mar 9, 2021 3:11 PM | Report Abuse Drop is good, can collect more and sit back to wait for split and new orderbook announcement. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 3, 2021 10:10 AM | Report Abuse So what's moving forward on the logging industry? I thought the Swk government is working in hand companies to UNLOCK their land value...kekeke |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Mar 2, 2021 4:35 PM | Report Abuse Q3 result is could be lower if Feb/March production drops though, coulpe with government tax. i
But FY21 Free Cash Flow already reach 100MM with just 2 quarters. if palm oil price sustained till the peak harvest season, it should be able to reach above 150-170MM. with the current market cap of 650mm, thats 25% return of FCF over market cap. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Feb 26, 2021 5:26 PM | Report Abuse Guess have to wait two more quarters... sigh |
|
| Stock: [HEVEA]: HEVEABOARD BHD Feb 25, 2021 4:51 PM | Report Abuse Sungai Gadut Industrial Park, KM11 , that's heveapac on the map.
Hopefully its minimal impact since furniture factory orderbook are all loaded up till year end. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Feb 23, 2021 9:20 AM | Report Abuse While South America recovers, US soy state seems to be in drought
https://experience.arcgis.com/experience/5dceec104a384df094e65af12a274959/ |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Feb 19, 2021 3:07 PM | Report Abuse I think we can wait for Jtiasa CPO harvest to recover afte March, and CPO price to maintained.
https://www.agriculture.com/markets/newswire/update-1-brazils-agriculture-minister-confirms-big-grain-crop-expectations
Brazil’s 2020/2021 soybean harvest had reached 1.9% of the cultivated area through Jan. 28, the slowest pace for this time in the season in 10 years.
Its second-corn crop, which is planted after soybeans are harvested, makes up the bulk of Brazil’s corn production. But because of delays affecting the soy crop, planting of second corn may have to be done outside the ideal window, potentially affecting yields. (Reporting by Ana Mano. Editing by David Goodman and Jason Neely.) |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Feb 19, 2021 3:04 PM | Report Abuse However, Patria AgroNegocios estimates that as of Feb. 12, the soybean harvest is nowhere near complete in Brazil. Producers are working hard in Mato Grosso, where 22% of the crop has been harvested, but less than 10% has been harvested across the rest of the main growing regions. This puts the total soybean estimate for the entirety of Brazil at just 8.7%, well-behind the average of 24.6% for this time of year.
https://www.dtnpf.com/agriculture/web/ag/blogs/south-america-calling/blog-post/2021/02/18/delays-mato-grosso |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Feb 19, 2021 3:04 PM | Report Abuse anyone knows how to analyze jtiasa log business? |
|
| Stock: [BOILERM]: BOILERMECH HOLDINGS BHD Feb 16, 2021 2:50 PM | Report Abuse they already get over 50%. just wait and see how much revenue Indonesia plant gonna bring.
RUPIAH is going strong right? |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Feb 16, 2021 2:48 PM | Report Abuse Jan is not a good month for harvesting log, its full of rain.But Feb looks promising, and looking at the record high log price, its a good sign. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Jan 22, 2021 9:14 AM | Report Abuse Anyone research into their timber business? |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Jan 22, 2021 9:13 AM | Report Abuse There's rain in South America soy planting areas, so likely will put pressure on soy price, hence cpo price. |
|
| Stock: [PECCA]: PECCA GROUP BHD Dec 31, 2020 9:09 AM | Report Abuse congrats, further automotive tax exemption. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Dec 23, 2020 10:04 PM | Report Abuse when will their log and wood business turns black? |
|
| Stock: [AAX]: AIRASIA X BHD Dec 21, 2020 9:37 AM | Report Abuse vaccine arrival here doesn't means vaccine arrives in all other countries.
How many % of people will go to take the non-mandatory jab with such short clinical trial?
How many % of passengers are willing to fork out the money to pay for quarantines for travelling?
How many quarters AAX would able to survives before full vaccine roll out? |
|
| Stock: [AAX]: AIRASIA X BHD Dec 20, 2020 5:48 PM | Report Abuse View A: suppliers/creditors wont let AAX get bankrupt, as many of them would eventually get bankrupt if AAX get bankrupt.
View B: foreign capital will come to deal with creditors to onslaught AAX, and eventually take over AAX at a bargain. Who wouldn’t have appetite for those developed routes.
What do you think? |
|
| Stock: [BOILERM]: BOILERMECH HOLDINGS BHD Dec 18, 2020 9:21 PM | Report Abuse why would they want to offer this when they can buy quitely on market? my guess is they just want to pull a break on the running share price. but after this, the price can continue its momentum. |
|
| Stock: [PECCA]: PECCA GROUP BHD Dec 18, 2020 9:11 PM | Report Abuse shit, i forgot its 18th!!! anyone attended? |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Dec 17, 2020 9:27 AM | Report Abuse 船运调查机构SGS周二公布的数据显示，马来西亚12月1-15日棕榈油出口量为725380吨，较11月1-15日出口的662376吨增加9.5%。
据Amspec，马来西亚12月1-15日棕榈油出口量为732,780吨，环比上升8.72%。ITS给出的前15日的出口数据同样显示出了上涨的态势。马来棕榈油出口的好转以及印尼增加出口税，对马来出口有所利好的消息，继续支撑马来棕榈油的走势，对国内棕榈油形成支撑。国内方面双节包装油备货旺季已启动，豆油商业库存连续下降，且菜油库存仍保持低位，油脂下方支撑良好，市场对后市仍抱有期待，但鉴于近阶段期货波动剧烈，继续以震荡市对待。目前棕榈油移仓换月，主力切换至2105合约，关注下方6400元/吨的支撑以及上方6800元/吨的压力情况 |
|
| Stock: [CAB]: CAB CAKARAN CORP BHD Dec 10, 2020 4:38 PM | Report Abuse the stock is working towards golden cross....watch out if it spikes above rm0.50. |
|
| Stock: [SKPRES]: SKP RESOURCES BHD Dec 3, 2020 3:49 PM | Report Abuse https://www.malaymail.com/news/money/2020/11/27/dyson-to-invest-us3.7b-to-double-product-range-by-2025/1926534
invest £2.75 billion in R&D, would translate to at least £275b in product retail i assumed. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Dec 1, 2020 4:19 PM | Report Abuse will it ever hit rm2 ? last time the oil price hovering at all time high. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Dec 1, 2020 9:35 AM | Report Abuse i read on china commodity trading site that india lower palm oil import tax. even at such high price, they lower the tax? what does that means? they are desperate to stock!
demand up supply down, price will fly! |
|
| Stock: [SKPRES]: SKP RESOURCES BHD Dec 1, 2020 6:54 AM | Report Abuse If you want momentum you keep buying. Kekeke |
|
| Stock: [HEVEA]: HEVEABOARD BHD Nov 30, 2020 2:26 PM | Report Abuse external board sales is down due to higher internal sales to RTA division. and RTA division has higher margin than board.
thats great!
Most interesting is the mushroom, Last year qtr loss is -1.12mm, this qtr only -270k. the trend looks like will turn +ve in coming two qtr. |
|
| Stock: [PECCA]: PECCA GROUP BHD Nov 30, 2020 2:20 PM | Report Abuse if their production line is running at 100%, its considered good qtr, else its not a good qtr. As I expect previous qtr backlog will fall into this qtr, but the malaysia revenue on leather seats only ~5% y-o-y qtr.
havent study its cash flow statement detail yet, anyone dig into it? just saw trade receivables have a sudden spike, |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 26, 2020 7:06 PM | Report Abuse Group’s Prospects
We expect the oil palm division to perform well in view of the current uptrend in CPO prices due to low inventory level and higher demand from major consuming countries such as China and India in replenishing their dwindling stock.
For timber segment, the average prices for timber products remain stable due to global supplies constraint and we foresee gradual improvement in this division as economic activities start to normalise. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 26, 2020 6:19 PM | Report Abuse Lower revenue but stronger profit and cash flow.
Debt down cash up.
If next qtr timber turns black then will really fly loh. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 24, 2020 8:43 PM | Report Abuse comparing previous qtr > current qtr
RSAWIT revenue : 82mm > 111mm ; operating cashflow -15mm > 10mm
SWKPLANT revenue : 97 mm > 137mm ; OCF 28mm > 37mm
BPLANT revenue : 167 mm > 205mm ; OCF 58mm > 119mm
MHC revenue : 86mm > 95mm ; OCF 12.5MM > 18.4mm
everything looks promising,
Jtiasa previous qtr OCF is 30mm, last year qtr is 70mm, lets pray coming qtr hit 100mm. |
|
| Stock: [BOILERM]: BOILERMECH HOLDINGS BHD Nov 24, 2020 8:06 PM | Report Abuse Great, revenue back to normal, and operating margin improves. slow and steady counter, requires lots of patience |
|
| Stock: [TOPGLOV]: TOP GLOVE CORP BHD Nov 24, 2020 9:13 AM | Report Abuse stay put first, expect top glove cluster will grow continuously for 3-4 days. |
|
| Stock: [PECCA]: PECCA GROUP BHD Nov 21, 2020 7:23 PM | Report Abuse if you get TP1.75 based on own calculation, then its okay., I have bad experience with HLE TP. |
|
| Stock: [SKPRES]: SKP RESOURCES BHD Nov 20, 2020 9:26 AM | Report Abuse TP 2.80 for 2021
* assuming current revenue is maintained and new contract negotiation with Dyson should be on the desk.
* operation margin maintained
* production capacity increased |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 19, 2020 8:41 PM | Report Abuse thank god export of timber down in 1st 3 months, coz they can keep the inventory and unload now at a much much higher price. |
|
| Stock: [SKPRES]: SKP RESOURCES BHD Nov 19, 2020 8:38 PM | Report Abuse is the record qtr revenue due to flowover from backlog of previous qtr delay in fulfilment due to MCO?
if not. SKP can fly leh |
|
| Stock: [PECCA]: PECCA GROUP BHD Nov 19, 2020 8:10 PM | Report Abuse am surprise they only make announcement today, and allows insider to trade it down. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 17, 2020 10:13 AM | Report Abuse Anyone knows about that association between Rimbunan and Jtiasa? |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 17, 2020 10:11 AM | Report Abuse ///Driver///
Soy production affected in Argentina, Brazil
Vaccine news > activity back to normal > meat, oil consumption increase
Europe come out of lockdown > biodiesel need goes up
CPO going into low output season
Indonesia President announce vaccine deploy before year end, boost local consumption
As today, CPO in Dalian exchange break 6800 (2012Q4 level)
///Pull back///
Vaccine failed to be deploy, goes into major lock down |
|
| Stock: [PECCA]: PECCA GROUP BHD Nov 17, 2020 10:04 AM | Report Abuse why? i bet door gift will be face mask and PPE set. lol |
|
| Stock: [PECCA]: PECCA GROUP BHD Nov 13, 2020 12:06 PM | Report Abuse of course, in agm you can ask director lots of stuff that wont get publish if analyst dont cover it. |
|
| Stock: [PECCA]: PECCA GROUP BHD Nov 13, 2020 10:33 AM | Report Abuse congrats to those who hold on. anyone attending their upcoming agm? |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 11, 2020 9:25 AM | Report Abuse if vaccine deployed, its super good news, consumer activities going to pick up. |
|
| Stock: [SOLUTN]: SOLUTION ENGINEERING HOLDINGS BHD Nov 11, 2020 9:17 AM | Report Abuse if solution offers free jab of the vaccine for all shareholders, would you take it? |
|
| Stock: [PECCA]: PECCA GROUP BHD Nov 9, 2020 3:18 PM | Report Abuse waiting for Biden to announce mandatory face mask usage. |
|
| Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD Nov 6, 2020 3:15 PM | Report Abuse Mikecyc , Just look at their cash flow statement of FY2020
Operating Cash Flow after paying interest:181mm
capex: -13mm
Financing: -143mm
Nett: still got 25mm (thought 2019 is a bad year)
I think most plantation company are in huge debt as its a milk cow for 15-18 years. Their cash flow will be able to cover in long term. If Jtiasa is net cash company, the share price would be multiple now.... |
|
| Stock: [PECCA]: PECCA GROUP BHD Nov 5, 2020 2:36 PM | Report Abuse good to hear they already establish distribution channel. |
|
