Hi guys,

From time to time I see new IDs appeared and post in Forum

This post in Jtiasa (4383)  Forum by Mr. Kiasu caught my attention

So I looked up all his postings and these are what I found

Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD  Dec 4, 2020 11:52 PM | Report Abuse  Sep Net Profit- RM34,844 With the current CPO price RM3,500, lets forecast Dec result to maintain at RM35,000. Mar 2021- RM35,000, Jun 2021- RM35,000. The whole year profit will be RM139,844,000. With the current share price 0.925, the PE ratio is only 6.44 which is definitely undervalued. With the 8 years record high CPO price and Jtiasa average 11-year-old Prime tree, the more reasonable PE should be more than 10. PE 10 the share price should be 1.44 which still has a 56% uptrend. Furthermore, Malaysia and Indonesia government already stop issuing Palm Oil license a few years ago. Hence, high opportunity the share price will touch 1.50 within H1 2021. Good luck to all who's holding Jtiasa.
	Stock: [DUTALND]: DUTALAND BHD  May 30, 2018 9:50 PM | Report Abuse  twice special dividend going to issue. This will be the first special dividend. 9%+9%, total 18% DY.
	Stock: [EVERGRN]: EVERGREEN FIBREBOARD BHD  Apr 3, 2018 11:12 PM | Report Abuse  Evered
	Stock: [SASBADI]: SASBADI HOLDINGS BHD  Mar 20, 2018 10:53 PM | Report Abuse  Don't you think it is wired to a company whose propose M&A every year. Why don't Public Bank, Microsoft, IBM, KFC propose to have M&A every year?
	Stock: [MAGNUM]: MAGNUM BHD  Jan 27, 2018 4:39 PM | Report Abuse  http://www.enanyang.my/news/20180126/%E5%8D%87%E6%81%AF%E8%B5%A2%E5%AE...
	Stock: [PETRONM]: PETRON MALAYSIA REFINING & MARKETING BHD  Sep 14, 2017 10:07 PM | Report Abuse  Nice closing with round figure 10.00
	Stock: [PETRONM]: PETRON MALAYSIA REFINING & MARKETING BHD  Sep 7, 2017 12:21 AM | Report Abuse  Guys, lets fasten your seatbelts. http://www.thestar.com.my/business/business-news/2017/09/05/refining-m... https://www.businesslive.co.za/bd/markets/2017-09-05-asian-refiners-en...
	Stock: [MFCB]: MEGA FIRST CORP BHD  Sep 2, 2017 5:34 PM | Report Abuse  Hoteye, I think the recent falls in share price is due to the below 4 issues: 1. The Power Purchase Agreement with Sabah Electricity S/B is going to expired on 2nd Dec 2017. 2. China Power Plant will remaining weak in demand & cost increase due to the tightening environment policy. 3. Increase of debt. 4. Slow down of Don Sahong Hydropower construction due to the local raining season on May- Oct 2017.
	Stock: [AEONCR]: AEON CREDIT SERVICE (M) BHD  Apr 16, 2017 12:16 AM | Report Abuse  Thanks Patrick.
	Stock: [AEONCR]: AEON CREDIT SERVICE (M) BHD  Apr 14, 2017 7:20 PM | Report Abuse  @paperplane2016 what is FRS9?
	Stock: [MSC]: MALAYSIA SMELTING CORP BHD  Feb 28, 2017 10:10 PM | Report Abuse  What is "impairment of receivable"? Bad debt?
	Stock: [CSCSTEL]: CSC STEEL HOLDINGS BHD  Jan 10, 2017 10:28 PM | Report Abuse  Thanks yeekarwai 95.
	Stock: [CSCSTEL]: CSC STEEL HOLDINGS BHD  Jan 5, 2017 11:21 PM | Report Abuse  Anyone can share where to check CRC price, perhaps got a chart?
	Stock: [OPCOM]: OPCOM HOLDINGS BHD  Sep 9, 2016 7:18 AM | Report Abuse  Yesterday is the AGM, anyone can share the outcome?
	Stock: [MASTEEL]: MALAYSIA STEEL WORKS (KL) BHD SHS  Sep 7, 2016 10:53 PM | Report Abuse  I thought Calvin bought 150,000 shares.
	Stock: [CSCSTEL]: CSC STEEL HOLDINGS BHD  Aug 31, 2016 11:37 AM | Report Abuse  CSC is a very strong company and influencing in Taiwan and China market in the pass history. Market used to refer to their forecast steel price as a benchmark when adjusting their selling price. Because of the recent rapid growth of China economic & futures market in the decade, China steel price became the benchmark. During end of 2015 when the market is still in oversupply condition, CSC has announced their forecast products price in an uptrend moving for the next three month until March 2016 and the market is very surprise with that. Again, CSC is right and very much ahead than many steel manufacturers. Many times they have done an accurate forecast about the steel market in Southeast Asia. All "chun chun"!
	Stock: [SSTEEL]: SOUTHERN STEEL BHD  Aug 22, 2016 11:11 PM | Report Abuse  It is causes by the termination of contract with Danieli & C.Officine. RM141m written off in the cash flow. "Pending the outcome of SHRC's claims against Danieli in the arbitration, an amount of RM141 million" reference 4th Quater Report, pg SSB/8. The overall business is improving.

As Warren Buffet said if you only got 20 stocks to pick in your life time you will be very careful with what you pick

A look at Mr Kiasa stock picks revealed 17 posts in 5 years from year 2016 to 2020

These were his picks - SSTEEL,  CSCSTEEL, MASTEEL, OPCOM, MSC, AEON CREDIT, MFCB, PETRON, MAGNUM, SASBADI, EVERGREEN, DUTALAND & FINALLY JAYA TIASA

I also noticed that he mentioned the name Calvin 

See

Stock: [MASTEEL]: MALAYSIA STEEL WORKS (KL) BHD SHS  Sep 7, 2016 10:53 PM | Report Abuse  I thought Calvin bought 150,000 shares.

Yes

I posted on Masteel years ago in year 2016

See

MASTEEL - THE MASTER OF LONG STEEL PLAYERS FOR HIGHRISE BUILDING & MRT (Calvin Tan)

Author: calvintaneng    |    Publish date: 

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2016-08-16-story-h1448696699-MASTEEL_THE_MASTER_OF_LONG_STEEL_PLAYERS_FOR_HIGHRISE_BUILDING_MRT_Calv.jsp

Yes. Masteel should come alive when all the heavy infrar projects resume again

But for now let us look at JAYA TIASA again

Read his post one more time

Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD

 Dec 4, 2020 11:52 PM | Report Abuse 

Sep Net Profit- RM34,844
With the current CPO price RM3,500, lets forecast Dec result to maintain at RM35,000.
Mar 2021- RM35,000,
Jun 2021- RM35,000.

The whole year profit will be RM139,844,000. With the current share price 0.925, the PE ratio is only 6.44 which is definitely undervalued.

With the 8 years record high CPO price and Jtiasa average 11-year-old Prime tree, the more reasonable PE should be more than 10. PE 10 the share price should be 1.44 which still has a 56% uptrend.

Furthermore, Malaysia and Indonesia government already stop issuing Palm Oil license a few years ago. Hence, high opportunity the share price will touch 1.50 within H1 2021.

Good luck to all who's holding Jtiasa.

As his name Mr.Kiasu denotes a person afraid to lose

Good. Warren Buffet 2 rules are

Number one. 

Never to lose money

Number two.

Rule number two is to remember rule number one, that is, never to lose money

See further

Sep Net Profit- RM34,844
With the current CPO price RM3,500, lets forecast Dec result to maintain at RM35,000.
Mar 2021- RM35,000,
Jun 2021- RM35,000.

The whole year profit will be RM139,844,000. With the current share price 0.925, the PE ratio is only 6.44 which is definitely undervalued.

Assuming that CPO stays at Rm3500 per tonne (Now at Rm3,690)

One year profit will be Rm139.8 Millions

And at 92.5 sen P/E only 6.44 which is deemed undervalue

With the 8 years record high CPO price and Jtiasa average 11-year-old Prime tree, the more reasonable PE should be more than 10. PE 10 the share price should be 1.44 which still has a 56% uptrend.

So Mr Kiasu forecast that Jtiasa should be valued at Rm1.44 with 56% upside from now

Furthermore, Malaysia and Indonesia government already stop issuing Palm Oil license a few years ago. Hence, high opportunity the share price will touch 1.50 within H1 2021.

Good luck to all who's holding Jtiasa.

Well said, if not more new palm oil allowed the door to competition is shut

(unlike gloves & vaccines any Tom, Dick or Harry companies can start with small capital as barrier to entry is low)

You can start new glove or vaccine factories in 2 weeks to 6 months BUT YOU CANNOT GROW OIL PALMS AND SEE FFB IN LESS THAN 3 YEARS

THAT IS GOOD NEWS FOR US

Is this good news for you?

Best regards

Calvin Tan Research

Singapore

Disclaimer

All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein