Highlights
KLSE: JTIASA (4383)       JAYA TIASA HOLDINGS BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
0.815   -0.02 (2.40%)  0.805 - 0.83  5,861,900
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Overview

Market Cap: 794 Million
NOSH: 974 Million
Avg Volume (4 weeks):7,347,322
4 Weeks Range:0.805 - 0.955
4 Weeks Price Volatility (%):
6.67%
52 Weeks Range:0.27 - 1.00
52 Weeks Price Volatility (%):
74.66%
Average Price Target: 1.21
Price Target Upside/Downside: +0.395
Stamp duty exempted for year 2021

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2020 [#1]  |  26-Nov-2020
Next QR | Est. Ann. Date: 31-Dec-2020  |  26-Feb-2021
T4Q P/E | EY: -14.57  |  -6.86%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 1.1731  |  0.69
T4Q NP Margin | ROE: -7.93%  |  -4.77%

Headlines

Date Subject
08-Jan-2021 Jaya Tiasa - Plantation earnings driven by high CPO prices
07-Jan-2021 Trading Stocks - Jaya Tiasa
11-Dec-2020 Plantation - Tight Inventory as We Enter Monsoon Season
27-Nov-2020 Jaya Tiasa - 1QFY21: Boosted by Plantation Earnings
15-Nov-2020 Why Jaya Tiasa is My Best Bet JULY 25, 2013 KOON YEW YIN By KC Lau
06-Nov-2020 Technical Buy- JTIASA (4383)
27-Oct-2020 Stocks on Radar - Jaya Tiasa Holdings (4383)
08-Oct-2020 Trading Stocks - Jaya Tiasa
06-Oct-2020 Malaysia Plantation - Raising Our CPO Assumptions for 2020-21E
30-Sep-2020 Daily technical Highlights - (JTIASA, SKPRES)
21-Sep-2020 [转贴] [JAYA TIASA HOLDINGS BHD:油棕部门收入的增长是由于FFB和CPO售价分别提高了13%和23%。迄今为止,本财年油棕业务的好转还归因于FFB和CPO的平均单位生产成本分别降低了31%和21%] - James的股票投资James Share Investing
20-Sep-2020 JTIASA - NEW UPTREND FORMING? MONITOR THIS.
19-Sep-2020 [转贴] [Video:浅谈JAYA TIASA HOLDINGS BHD, JTIASA, 4383] - James的股票投资James Share Investing
02-Sep-2020 Trading Stocks - Jaya Tiasa Holdings
27-Aug-2020 Jaya Tiasa - Strong 4QFY20 Core Net Profit, Above Our Expectations
11-Aug-2020 Malaysian Plantation - Lower Stocks as Consumption Exceeds Production
07-Aug-2020 Malaysia Plantation - Demand for CPO Likely to Gradually Recover
05-Aug-2020 Daily Market Update - 5 Aug 2020
25-Jul-2020 常成控股挑战76仙/敏源
20-Jul-2020 Technical Buy: JTIASA (4383)

Business Background

Jaya Tiasa Holdings Bhd is an investment holding company, operates as a timber producer in Malaysia. Business activity of the group is breakdown into various segments which include logs trading, manufacturing, oil palm, and others. Through its subsidiaries, the company manufactures a product such as sawn timber, blockboard, plywood, veneer and related products which are sold in the market of Asia Pacific, Middle East, Europe and Latin America. In addition, the firm also provides air transportation services and it is further engaged in the development of oil palm plantations.
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  13 people like this.
 
Mikecyc Date Settlement Price RM
12 Jan 21 3695
11 Jan 21 3797
8 Jan 21 3830
7 Jan 21 3817
6 Jan 21 3877
5 Jan 21 3755
4 Jan 21 3724
31 Dec 20 3600
13/01/2021 9:33 AM
Mikecyc Haha what about fcpo ??
13/01/2021 9:34 AM
Woodswater Mikecyc Haha what about fcpo ??
13/01/2021 9:34 AM

Mr Market will tell
Wakakakaka
13/01/2021 10:23 AM
Mikecyc Jtiasa

Fruit Bunches Revenue P/ Loss

FY21 Q1 326,209 221.10 M 34.84 M
FY20 Q4 238,549 139.26 M (36.11 M)
FY20 Q3 173,388 144.59 M (45.92 M)
FY20 Q2 273,559 186.91 M (7.26 M )
FY20 Q1 425,801 232.53 M 15.77 M

CPO : FFB

FY21 Q1:
July2020 = 20,936 : 117,666
Aug2020 = 20,974 : 114,525
Sept2020 = 16,898 : 94,018

FY21 Q2:
Oct2020 = 14,167 : 79,835
Nov2020 = 12,054 : 66,966
Dec2020 = 11,325 : 59,766
13/01/2021 1:56 PM
Mikecyc Haha previously posted Oct n Nov output is averagely decreased by 37 % .. with Dec output is it decreased by 40 % ke ???
13/01/2021 1:59 PM
brianklc Dec Q most likely be flat if compared to Sep Q.
13/01/2021 2:59 PM
FCM100 It will be a profitable quarter compared to last year corresponding quarter which was loss making. Rough calculation is it will be making around Rm15M net profit.
13/01/2021 3:11 PM
Mabel Market now starts talking about commodities super cycle, caused by pandemic as the structural catalyst, eg weaker dollar, limited supply due to closure of mines or shortage of (foreign) workers, stimulate economic activities & therefore commodity consumption, and synchronised efforts by countries to limit the export/ increase tax of agricultural products...

“On January 11th Argentina lifted a ban on corn exports, but imposed a cap. Russia plans to tax wheat exports from mid-February.”

Commodities bull has started. Let see how far it can run.

Looks like Mouse will miss this bull again...

Meow
13/01/2021 10:31 PM
MrKiasu when everybody was focusing on the CPO record high price. Many not aware that the log price also trading at four-year record high.
December 31, 2020 287.00
November 30, 2020 285.35
October 31, 2020 283.12
September 30, 2020 282.12
August 31, 2020 280.84
July 31, 2020 278.89
June 30, 2020 276.71
May 31, 2020 277.73
April 30, 2020 276.24
March 31, 2020 276.93
February 29, 2020 270.56
January 31, 2020 272.40
13/01/2021 10:44 PM
MrKiasu My rough calculation. Q4 will be pretty handsome top and bottom line.
Estimated revenue 400m, net profit 60m which is double against Q3.
13/01/2021 10:48 PM
MrKiasu https://www.theedgemarkets.com/article/jaya-tiasa-valuation-attractive-says-affin-hwang-capital
13/01/2021 10:56 PM
Mikecyc Date Settlement Price RM
12 Jan 21 3695
11 Jan 21 3797
8 Jan 21 3830
7 Jan 21 3817
6 Jan 21 3877
5 Jan 21 3755
4 Jan 21 3724
31 Dec 20 3600
30 Dec 20
14/01/2021 8:51 AM
Sam Chong Aiyaa... scare what, production drop a bit only ma, buy in some more, is time to buy buy buy, drop more buy more, keep lose money keep buying , cpo price high ma... buy only lo... hahaha... who is losing money??? Where is master Calvin? Why quiet ad???
14/01/2021 12:37 PM
Beltland Average cpo price 2020


Oct. rm 2979.50
Nov.rm 3422
Dec rm 3620.15


Average cpo price for coming ortly result roughly rm. 3340.55

Fantastic result coming !!!!




:
14/01/2021 11:33 PM
Sam Chong Yeah fantastic result, production
July 117,676
Aug 114,525
Sep 94,018

Oct 79,835
Nov 66,966
Dec 59,766

Cpo price
July 2,519
Aug 2,815
Sep 2,924

Oct 2,979.5
Nov 3,422
Dec 3,620.5

Production drop 40%, price increase 20%, please all in before you miss the boat, this is fantastic result, I already buy more and more since 90+ c, buy more please, master sifu Calvin tan right? Please correct me if I am wrong.
15/01/2021 10:01 AM
Kang Yao Assume palm oil cost is 2000. from figure share by Sam.
Jul-Sep revenue should be around 900mm, profit should be should be240mm, but last qtr report only shows palm oil division revenue ony 310mm, result of 90mm if add back the depreciation, while company operating cash flow is merely 75mm.

Do anyone know if they hold inventory or sell on that same month of production?
if jtiasa do hold inventory and unload them in Sep-Dec qtr, then the coming qtr result will be crazy high.
15/01/2021 3:01 PM
crocodile1980 Good question/ points. With the much higher CPO price but the share price been suppressed and I will consider as "Price in" the doubt of low production. Hence, if there is time lag between inventory selling vs production, then the price will then be significantly corrected upside. So, I will hold my position.

"Do anyone know if they hold inventory or sell on that same month of production?
if jtiasa do hold inventory and unload them in Sep-Dec qtr, then the coming qtr result will be crazy high."
15/01/2021 3:09 PM
jack64r Impending downtrend?? Why shareprice cannot perform??
15/01/2021 3:52 PM
brianklc CPO have been profit taking for this week while Soya keep hitting ATH... perhaps we need Pfizer help on CPO.
15/01/2021 8:09 PM
DonWorryBeHappy Looks like going Holland sigh
15/01/2021 11:44 PM
newbie4444 Net loss from CPO production 40% down vs CPO price up 20% not 20% drop in sales sifus?
16/01/2021 5:45 PM
TheSecret Wait patiently until Feb quarter result, I think sure will better result quarter by quarter. I hold. La Nina still serious at oversea.
17/01/2021 5:11 PM
TheSecret Are we forgot Jtiasa also got logs production?

Oct 2020 was 14,800

Nov 17,500

Dec 20,500

keep increasing

logs prices also all time high now. See the link below
17/01/2021 8:45 PM
TheSecret https://markets.businessinsider.com/commodities/lumber-price
17/01/2021 8:45 PM
Mikecyc haha callvin how r in quarantine ban ..
18/01/2021 8:07 AM
Mikecyc Haha use aka theSecret ke .. just bad karma loh ..
18/01/2021 8:08 AM
Mikecyc Haha forgotten u promote wtk also : timber 70 % , oil palm 30 % .. QR is with Huge Loss . Jtiasa 77 % Oil palm , 23 % Timber loh ...
18/01/2021 8:10 AM
Mikecyc Description: Logs (Malaysia), meranti, Sarawak, sale price charged by importers, Tokyo beginning February 1993; previously average of Sabah and Sarawak weighted by Japanese import volumes

Unit: Malaysian Ringgit per Cubic meter

Currency:

Compare to:
Source: International Tropical Timber Organization; Mokuzai Shikyo Geppo; World Bank.

See also: Agricultural production statistics

See also: Top commodity suppliers

See also: Commodities glossary - Definitions of terms used in commodity trading

Month Price Change
Jun 2020 1,183.06 -
Jul 2020 1,189.12 0.51 %
Aug 2020 1,176.90 -1.03 %
Sep 2020 1,171.07 -0.50 %
Oct 2020 1,175.92 0.41 %
Nov 2020 1,174.96 -0.08 %
Export table to Ex
18/01/2021 8:13 AM
Sam Chong Aiyoo... drop more, buy more??? Keep losing money, how o???? Why cpo price so high but share price won’t go up one???? Aiyoyo... how o??? Buy more ah? Keep drop then how??? Where is sifu Calvin, please help ler, without ur support the share price keep drop
18/01/2021 9:25 AM
Kang Yao Correction on my previous calculation. should have taken the CPO production instead of FFB.
Anyway, coming qtr result should be better according to previous quarter data and result

20'Jun Qtr : CPO 39,618MT & PK 7,587MT - CPO avg $2245 - EBIT 53mm
20'Sep Qtr : CPO 58,808MT & PK 13,903MT - CPO avg $2692 - EBIT 96mm
20'Dec Qtr : CPO 37,546MT & PK 7,900MT - CPO avg $3286 - EBIT ???

if the cost of production is $1800-2000, benchmark against Jun qtr, the production MT is around the same, but the avg price difference is $1000. so EBIT should be above 2x - 4x of Jun Qtr.
18/01/2021 10:13 AM
Sam Chong Keep losing money o, wanna die ad lo... how o??? Sifu Calvin, faster save jtiasa
18/01/2021 12:04 PM
bulldog Mickey mouse naysayers 3 stooges please come back to TDM specialist hospital for mental disorders treatment

Huat chaiii
18/01/2021 12:11 PM
Sam Chong Cut loss??? Or keep average down??? But scare the share price keep drop, how o??? Panic ler... sell or buy??? Sifu faster save jtiasa
18/01/2021 12:12 PM
densim the Qtr has to be good...or else, price will go way south..
18/01/2021 1:02 PM
supermaxdarren 1)if got capital wait for right timing to average down
2)if not much capital/bullet cut loss and wait for reenter opportunity

this only applicable to counters that with good fundamental or growing stocks.
18/01/2021 2:13 PM
supermaxdarren what is right timing? pls get advise from TA traders since chart show the buy in timing more accurately/higher possibility.
18/01/2021 2:15 PM
Kang Yao Jtiasa Cash Flow Statement from FY12 > 20
Operating: 204 199 187 102 160 162 157 67.2 184.6
Investing: (255.4) (413.4) (188.4) (165) (217) (127) (66) (46.0) (19.9)
Finance: 34.8 233.9 (70.1) 24 80 (30) (99) (71.1) (143.3)

FreeCashFlow: 204 199 187 102 160 162 157 67 185

It shows the company is actually generating very healthy free cash flow every year. The losses are due to depreciation and non cash item.

The good thing is you will notice its already over the phase of heavy capex, and they have strong cash to pay down their debt.

With 975mm shares issued, the Return of Free Cash Flow per share is 18% for FY20 based on share price of RM1

If benchmark against FY14 which generate similiar free cash flow, the share price on FY14 is around RM2 range. Total debt in FY14 is slightly higher than FY20 though.

One more point i found amazing is the company working capital is mostly in negative territory, it means they are able to generate free cash flow using other peoples money.

While the share price performance looks crappish, the numbers looks amazing .... but never see the company aggresive do share buys back ....hmmmm

Anyone sees a different picture? maybe I miss something...
18/01/2021 2:33 PM
Mikecyc Fruit Bunches Revenue P/ Loss

FY21 Q1 326,209 221.10 M 34.84 M
FY20 Q4 238,549 139.26 M (36.11 M)
FY20 Q3 173,388 144.59 M (45.92 M)
FY20 Q2 273,559 186.91 M (7.26 M )
FY20 Q1 425,801 232.53 M 15.77 M

CPO : FFB

FY21 Q1:
July2020 = 20,936 : 117,666
Aug2020 = 20,974 : 114,525
Sept2020 = 16,898 : 94,018

FY21 Q2:
Oct2020 = 14,167 : 79,835
Nov2020 = 12,054 : 66,966
Dec2020 = 11,325 : 59,766
18/01/2021 2:36 PM
Mikecyc Haha CPO : FFB dropped % is same same ke ....
18/01/2021 2:37 PM
Mikecyc Date Settlement Price RM
15 Jan 21 3423
14 Jan 21 3527
13 Jan 21 3692
12 Jan 21 3695
11 Jan 21 3797
8 Jan 21 3830
7 Jan 21 3817
6 Jan 21 3877
18/01/2021 2:39 PM
Mikecyc Wah so fast is dropped RM 450 ...
18/01/2021 2:40 PM
Mikecyc Haha must be due to con artist callvin ban loh ...
18/01/2021 2:40 PM
Mikecyc Referred to FY21 Q1 ended Sept report:

a) Financial assets

Trade and other receivables 39,269,000

Cash and bank balances 40,264,000


total = 79,533,000

b) Financial liabilities

Loans and borrowings 751,211,000


Trade and other payables 181,896,000

Lease liabilities -

total = 933,107,000


a) - b ) = ( 853,574,000 )


1.) Financial Assets - Financial Liabilities =( RM 853.574 million ).
18/01/2021 2:45 PM
Mikecyc Haha how is Q2 ???
18/01/2021 2:46 PM
Mikecyc # Share capital : 977,402,000

Loans : 802,160,000

Gearing Ratio : 0.82
18/01/2021 2:47 PM
Mikecyc Gearing ratio is ended FY20 ..
18/01/2021 2:48 PM
Mikecyc 2.) A hidden risk on Payables - Receivables = 188,213,000 - 36,362,000 = RM 151.851 million
18/01/2021 2:49 PM
winmal Please sell,,,,
18/01/2021 2:51 PM
winmal Don't waiting your time ....now you don't sell. loss your golden opportunity to sell high
18/01/2021 2:57 PM
Sam Chong Cut loss cut loss, rugi too much money ad, master sifu Calvin don want to push this counter ad
18/01/2021 3:10 PM


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