Koon Yew Yin's Blog

Subur Tiasa and Jaya Tiasa comparison - Koon Yew Yin

Koon Yew Yin
Publish date: Thu, 28 Apr 2022, 03:39 PM
Koon Yew Yin
0 1,411
An official blog in i3investor to publish sharing by Mr. Koon Yew Yin.

All materials published here are prepared by Mr. Koon Yew Yin

The Auditors qualified Subur Tiasa’s 2021 annual accounts. In their opinion Subur Tiasa’s current liability exceeded current assets which had created doubts if the company could function properly. For my long business experience, I have been borrowing as much money as I could to do more business to make more money. I still can remember, in 1967 when I founded Mudajaya Construction I could not borrow money from the Bank because the Bank did not accept moving assets, such as Bull Dozers, Trucks and Cranes as collaterals. 

As a result, many investors with limited accounting knowledge have been dumping their Subur Tiasa holdings to buy Jaya Tiasa.

To make the situation worse, Subur Tiasa wanted to change its financial year to end in December instead of July. As a result, its latest 16.15 sen EPS was for 2 months while Jaya Tiasa’s latest 5.28 sen EPS was for 3 months. Subur’s current market capitalisation is Rm 493 million and Jaya Tiasa’s market capitalisation is Rm 1,100.

For comparison of Subur Tiasa’s 16.15 EPS for 2 months with Jaya Tiasa’s 5.28 sen for 3 months divided by each of their market capitalisation.

16.15 sen ÷ 493 = 0.033  

5.28 sen ÷ 1,100 = 0.005

Another way to compare is to consider their actual FFB production in the last 3 months.

 

 

Based on the 2 ways of comparisons, it is much better to sell Jaya Tiasa to buy Subur Tiasa. 

 

Related Stocks
Market Buzz
More articles on Koon Yew Yin's Blog
Why Sabah will leave Malaysia - Koon Yew Yin

Created by Koon Yew Yin | Mar 29, 2024

Currently Sabah Government does not know that solar panel produces the cheapest electricity???

Malaysia can be one of the richest nations in the world - Koon Yew Yin

Created by Koon Yew Yin | Mar 23, 2024

During my life time I saw every Prime Minister being replaced by another politician for one reason or another. Dr Mahathir managed to stay the longest time of 22 years.

Property Developers comparison - Koon Yew Yin

Created by Koon Yew Yin | Mar 04, 2024

All property developers have just announced their annual profit for 2023. All of them reported increased profit.

My contribution as an Engineer - Koon Yew Yin

Created by Koon Yew Yin | Mar 04, 2024

Although my writing of this article sounds boastful but I feel that it is important to keep this record for posterity. Engineers play a pivotal role in shaping our modern world.

What can KSL can do to benefit shareholder? - Koon Yew Yin

Created by Koon Yew Yin | Mar 01, 2024

What can KSL do to benefit shareholders? I hope all the shareholders will read this article so that they can attend the coming annual general meeting to vote out those directors who are seeking re...

All Investors require Anticipation - Koon Yew Yin

Created by Koon Yew Yin | Feb 29, 2024

After the stock market closed, KSL announced its 4th quarter ending Dec 2023 EPS of 12.74 sen. The total is 40.76 sen for 4 quarters. Its total EPS for 4 quarter ending 2020 was only 17.8 sen.

Property developers share prices comparison based on latest EPS - Koon Yew Yin

Created by Koon Yew Yin | Feb 29, 2024

KSL is the cheapest in terms of PE ratio. KSL Holdings Bhd is a holding company. It is engaged in real estate services.

Malaysia’s economy will grow faster than expected - Koon Yew Yin

Created by Koon Yew Yin | Feb 26, 2024

Several economists and local industry representatives are confident that Malaysia’s gross domestic product (GDP) growth will strengthen this year, despite easing in the final quarter of last year.

KSL made a new high of RM 1.33 - Koon Yew Yin

Created by Koon Yew Yin | Jan 08, 2024

KSL price chart is super bullish as shown below. KSL last traded at Rm 1.33.

Discussions
Be the first to like this. Showing 14 of 14 comments

calvintaneng

The figures speak loud and clear

3 months FFB of Subur only 70,000 tonnes

3 months FFB of Jtiasa 151,000 tonnes

As Cpo prices move higher and higher Jtiasa earnings will move much faster

2022-04-28 22:19

calvintaneng

This qqq still talking his mind without depth. That is the reason why he lost 80% in Sendai when he put half of his life saving into the lemon stock

Now better you your brain

THE REASON WHY BIG CAP PALM OIL COMPANIES ARE MOVING UP IS SOLELY DUE TO FOREIGN FUNDS LEAVING CHINA, RUSSIA AND USA AND THEN BUYING COMMODITY STOCKS LIKE PALM OIL IN MALAYSIA

THEY ARE BUYING REGULARLY, PERSISTENT BUT QUIETLY

As for small cap palm oil stocks Calvin and friends already made more than 100% from its lows since year 2020 and holding

Small cap palm oil like Bplant, Jtiasa and Thplant ,(all with over 200,000 acres of palm oil - far more than Subur) have gone up from 50 sen to 60 range to current Rm1.10 range and still uptrending to Rm2.00 - Rm3.00 target

Better wake up

2022-04-29 05:06

gohkimhock

this guy speculated for more than 40 years and learn nothing..

2022-04-29 07:04

Russel

Mr Holland Koon Yew Yin

2022-04-29 08:16

Berlin

Don't know whether to laugh, cry or howl at this sorry ass article. Karma can bite back any time in your life. Seems conman Koon is determined to display his senility time and again with horrendous stock recommendations.

2022-04-29 08:49

stockraider

Most importantly got integrity problem as their management cannot be trusted mah!

Go & buy cleaner, better manage and dividend paying plantation much better & safer

Posted by qqq3333 > 6 minutes ago | Report Abuse

subur and Jtiasa are second and third rate companies. Both also no use.

2022-04-29 10:00

Berlin

Bursa is a strange creature. The herd instinct runs deep in this creature and a stampede into penny stocks can be triggered by smart syndicates when the time is right. Manipulation is the trigger and greed is the fuel for small investors to pile into these penny stocks.

2022-04-29 11:27

beinvested

What is the difference between the ayam jantan and ayam betina?

Ayam jantan - it won't cause any disorder in your barn, if you don't feed it and becoming even very hungry. It will stay quiet, move a few more steps and the most it will drop dead on the floor.

But, the ayam betina - it will cause havoc if we won't feed it (them). The hens will cause damages when flipping their wings noisily and uncontrollably.

Our bodies are like the hens, need to eat and can be noisy when looking for food.
But, our souls should be like the cockerels, remained clam and quiet even at time of challenges/unsured with share/counter to buy.

I think Subur is better when comparing to JT. Checked these Balance Sheet.

2022-04-29 11:59

emsvsi

DO YOU KNOW WHO ELSE HAS PLANTATIONS ?

GENTING (3182) !

AN WHILE PLANTATION STOCKS HAVE RUN UP, GENTING IS STILL CHEAP (NTA=RM8.26) !

GENTING (3182) WELCOMES ALL TO THE NUMBAWAN TOP PICK SHURE WIN STOCK IN 2022 THE YEAR OF THE TIGER THE KING OF THE MOUNTAIN

2022-04-29 15:16

enning22

don't get excited , almost half of genting plantation is located in Indonesia, under heavy tax, ban export.

2022-04-29 15:59

calvintaneng

in Jtiasa top 30 is Great Master Champion Sifu Dr Neoh Soon Kean

he also in top 30 of Thplant and SOP

all are good choices

2022-04-29 16:36

kelvin61

When comparing FFB production between different companies here, one must use their heads. Comparison must be based on the volume of crop produced against the paid up capital of the company concerned. The eps will reflect the true value of each company versus the next based on current high cpo price. Talking about how large a company here makes no sense. It only shows how naive the person is.

2022-05-03 17:11

hoadao3493

Thank you for sharing this great article. https://km888b.net hopes you will have many more articles for everyone to read.

2022-05-04 00:21

brightsmart

people still digging up april2022 stuffs.

2022-10-14 13:18

Post a Comment