THE INVESTMENT APPROACH OF CALVIN TAN

SOME NOTEWORTHY NOTES ON JAYA TIASA (4383) : FFB HARVEST INCREASED QoQ, CPO PRICES UP & INSIDER BUYS, Calvin Tan

calvintaneng
Publish date: Sat, 19 Feb 2022, 01:52 PM
calvintaneng
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Hi Guys,

I have An Investment Approach I which I would like to all.

Hi guys

We are in a very happy Super Bull Time for all Palm Oil Stocks

BPLANT AND THPLANT HAVE BOTH OVERTAKEN JTIASA IN THEIR PRICE SURGE

 

Now we like Laggards

And Jtiasa looks like a Laggard (The last of the low lying fruits to be taken

 

Yes! Like Bplant & Thplant --- Jtiasa also got 206,000 acres of Palm Oil. Another 1.9 Million Acres of Forest concession lands which need a Helicoptor for monitoring.  1.9 million acres is 11 times the size of Singapore Land Mass of 180,000 acres. That shows how vast the Plantation Lands Jtiasa manages

 

1) JTIASA FFB This Coming Qtr result will see Increased Volumes

 

See

Jayatiasa

FFB for 3 months (July to Sept 2021) 195,447 tonnes

Current Qtr Result will report (Oct to Dec 2021) 202,684 tons

 

FFB from Qtr to Qtr up 3.7%

THIS IS A PLUS FACTOR FOR JTIASA AS MANY OTHERS SUFFERED FFB DWINDLING COLLECTIONS DUE TO FLOODS & LABOR SHORTAGE

 

2) JAYA TIASA ALSO WITNESSED PRICE RISE FROM RM4,417 (LAST QTR) TO OVER RM5,100 NOW

(UP 15% EXTRA PROFIT JUST BY CPO PRICE SURGE

 

3) NO MORE SELLING TOO EARLY BY LOCK-IN FORWARD SALES

Previous Qtrs' results were setback by low forward sales in a time of rising CPO Prices

Now no more.

SO JTIASA SHOULD GET BETTER PRICES FOR ITS FFB (Fresh Fruit Bunches)

 

ALL THESE FIGURES TELL US JTIASA SHOULD PERFORM MUCH BETTER IN COMING QTR RESULT

NOW CPO OVER RM6,000 JTIASA SHOULD GET AN EVEN MORE POWERFUL BOOSTER

 

4) NEW DIRECTOR OF JTIASA EMERGED BUYING JTIASA SHARES FROM OPEN MARKET SHOWS POSITIVITY!

THINGS ARE GETTING BRIGHT IN JTIASA

 

JTIASA PRICE NOW 80.5 SEN

Calvin has a Target Price for JTIASA

RM1.00 (1st Target)

RM1.50 (2nd Target)

RM2.00 (3rd Target)

 

Best Regards for a Prosperous Palm oil Bullrun

 

Calvin Tan

 

Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager

 

Low Hanging Fruit Model – Prioritize for Better Business Results | BC  BizCoachOnline

 

THESE ARE LOW HANGING FRUIT STOCKS

ALL WITH OVER 200,000 ACRES OF PALM OIL

 

JAYA TIASA

BPLANT

THPLANT

TAANN

SOP

SIMEDARBY PLANT

TSH RESOURCES

FGV

 

ONCE CHEAP PRICES TAKEN WILL NEED TO WORK HARDER TO FIND OTHER VALUE BUYS

 

Discussions
Be the first to like this. Showing 2 of 2 comments

ahbah

All plantation stks are still veri chip.

Just close eyes n wallop any plantation stk we like.

Of course, if we wait, then the plantation stk prices will keep on going higher n

higher. They no wait for us lah !!!

2022-02-19 16:22

gladiator

My first choice selection are plantations base in Sarawak Taann, Sop, Swkplant. Second choice plantation in Sabah MHC, Cepat & Bplant(Mix) . Will ignore pump & dump goreng plantations like Rsawit, TDM & WTK as foreign funds also bypass those counters.

2022-02-19 22:12

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