Koon Yew Yin's Blog
Plantation Stocks are hopeless - Koon Yew Yin
Koon Yew Yin
Publish date: Fri, 14 Oct 2022, 04:33 PM
Koon Yew Yin
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An official blog in i3investor to publish sharing by Mr. Koon Yew Yin.
All materials published here are prepared by Mr. Koon Yew Yin
All materials published here are prepared by Mr. Koon Yew Yin
As you can see, CPO price is dropping rapidly as shown on the CPO price chart below. As a result, all plantation stocks will report reduced profit in the next quarter.
CPO price has been dropping in the last few months. As a result, the prices of Jaya Tiasa and Subur Tiasa have been dropping as shown on their price charts below:
Subur Tiasa price chart below:
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| Chart | Stock Name | Last | Change | Volume |
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Discussions
Be the first to like this. Showing 26 of 26 comments
However, TSH and Innoprise can be considered. TSH due to the coming very good results, and Innoprise due to no borrowings, and thus very good dividend yield. CPO is still profitable as at the current price, selling price of CPO higher than production cost of around 2500. Uncle Koon , do investigate these two shares, as it is better than JTiasa and Subur Tiasa.
2022-10-14 17:12
Uncle,
Did you previously think CPO could stay at 5 or 6K for many years?
2022-10-15 09:38
Haiyoh now cpo harga turun of course plantation is hopeless lah. After peak already mah. Now going bottom lah. Haiyoh. Correct?
Posted by Michael Kwok > 18 hours ago | Report Abuse
Now u say useless.me many months ago..
Posted by Michael Kwok > 18 hours ago | Report Abuse
Now u say useless.me many months ago..
2022-10-15 11:34
To KYY, everything seems to be hopeless. Is he stuck with all those shares he calls hopeless or is he collecting those 'hopeless' shares now.
2022-10-15 11:34
Where got. He buycall time will be hopeful lah. Haiyoh. Correct?
Posted by piranha88 > 4 minutes ago | Report Abuse
To KYY, everything seems to be hopeless. Is he stuck with all those shares he calls hopeless or is he collecting those 'hopeless' shares now.
2022-10-15 11:39
What happen to Jaya Tiasa?
The FFB y to y incrrase is extraordinary:
Sept 2022 100,131 MT
Sept 2021 72,202 MT
MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of September 2022 as follows:
Product Production
Fresh Fruit Bunches 100,131 metric tonnes
Crude Palm Oil 18,769 metric tonnes
Palm Kernel 4,537 metric tonnes
Logs 7,851 cubic metres
This announcement is dated 14 October 2022.
MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of September 2021 as follows:
1) Fresh Fruit Bunches -72,202 metric tonnes
2) Crude Palm Oil - 13,603 metric tonnes
3) Palm Kernel - 3,352 metric tonnes
4) Logs - 11,991 cubic metres
This announcement is dated 15 October 2021.
2022-10-15 12:41
JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of August 2022 as follows:
Product Production
Fresh Fruit Bunches 91,936 metric tonnes
Crude Palm Oil 17,650 metric tonnes
Palm Kernel 4,111 metric tonnes
Logs 6,890 cubic metres
This announcement is date 13 September 2022.
JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of July 2022 as follows:
Product Production
Fresh Fruit Bunches 71,881 metric tonnes
Crude Palm Oil 12,488 metric tonnes
Palm Kernel 2,664 metric tonnes
Logs 7,591 cubic metres
This announcement is dated 15 August 2022.
2022-10-15 12:44
Jtiasa last qtr profit 4.36 sen
annulalised 17.44
p/e only 2.86
yield is 34.8%
.
2022-10-15 14:11
lastest ffb is over 100,000 tonnes and Cpo price (above Rm3300 to Rm3800)
in year 2019 Cpo was only Rm2200
so Jtiasa is extremely undervalue
2022-10-15 14:13
At 50 sen with dividend of 2.8 sen the dividend is 5.6% better than Bank FD
also At 50 sen with Nav of Rm1.31 there is huge discount of 62% to Nta
2022-10-15 14:16
Dr Neoh is in Top 30 of Jtiasa
his fund Dynaquest is very sound
Dr Tan Chong Koay has two Pheim funds in Jtiasa
these are successful fund managers
2022-10-15 14:18
A few months ago, price was above RM1!! Can it be they are affected by higher cost of borrowings ?
2022-10-15 17:23
Jtiasa borrowings was over Rm800 millions 5 years ago
Now jtiasa borrowings pared down to a mere Rm300 millions
Wirh just one month ffb harvest 100,000 tonnes at rm700 price a ton it will be rm70 million revenue
In one year revenue will be Rm70 mil x 12 or Rm840 million
Revenue is 2x debt
This is crazy
2022-10-15 20:59
shareholder plantation stock still in the money , See INNO... what is their dividen yield currently,,?
2022-10-16 12:37
Operation cost increase. Short of labor, increase in OT and drastic increase of fertilizer price, increase of material cost such as metal, spart parts and transportation has increase cost substancially. This hasn't take into consideration petrol will be float as market price and increase of electricity cost.
2022-10-16 12:45
DEAR KOON DOES THIS MEAN YOU ARE BUYING PLANTATION STOCKS IN ANTICIPATION OF A REBOUND AND THEREFORE WANT TO BUY CHEAP NOW
2022-10-16 12:58
Uncle Koon retired already leh. You dunno kah. Haiyoh. Correct?
cost.
emsvsi
3,119 posts
Posted by emsvsi > 8 hours ago | Report Abuse
DEAR KOON DOES THIS MEAN YOU ARE BUYING PLANTATION STOCKS IN ANTICIPATION OF A REBOUND AND THEREFORE WANT TO BUY CHEAP NOW
2022-10-16 21:57
MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
SUBUR TIASA HOLDINGS BERHAD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description PRODUCTION FIGURES OF THE GROUP FOR THE MONTH OF AUGUST 2022
In accordance with Paragraph 9.36 of the Main Market Listing Requirements, Subur Tiasa Holdings Berhad wishes to announce that the log and crop production figures of the Group for the month of August 2022 were as follows:
(1) Log – 6,161 cubic metres; and
(2) Fresh Fruit Bunches – 35,626 metric tons.
This announcement is dated 19 September 2022.
https://www.bursamalaysia.com/cn/market_information/announcements/company_announcement/announcement_details?ann_id=3292862
2022-10-16 22:25
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Michael Kwok
Now u say useless.me many months ago..
2022-10-14 16:39