THE INVESTMENT APPROACH OF CALVIN TAN

JAYA TIASA (4383) IS NOW OVERSOLD. RESULTS WILL BE GETTING BETTER.. TIME TO BUY FOR MAY 2022 GREAT RESULTS, Calvin Tan

calvintaneng
Publish date: Sat, 02 Apr 2022, 11:04 PM
calvintaneng
0 1,678
Hi Guys,

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

Dear Investors of i3 Forum

After the surge of February 3 Events Occurred to dampen Palm oil Cpo prices

1) Due to very high Soybean prices China tried to stem price rise by releasing 350,000 tons from its stockpile. But that was only temporary as South America soycrop dropped by far more due to drought.

2) News of Ukraine & Russia ceasefire rumour caused Those who Longed Cpo futures to go short

Again it was just rumour

 

3) USA releasing 1 million barrel of oil per day to stop oil price rise. Again it is just a small drop as USA oil comsumption alone is almost 20 Million barrels a day

The Rise of Palm oil Prices is Upstoppable

See Canola oil is now in stratosphere & will lift up Palm oil prices as well

 

700750800850900950100010501100115012001250
MayJulSepNov2022Mar
1137.1

 

 

 

 

CANOLA OIL LAST WORLD RECORD WAS USD600 & NOW AT USD1,137 IS HIGHER BY A WHOPPING 89.5%

CPO HIGHEST WORLD RECORD WAS RM4,000 A TON

IF WE BENCHMARK CPO BY ANOTHER 89.5% UPSIDE IN TANDEM WITH CANOLA OIL THEN

RM4,000 X 1.895

= RM7,580

YES! THAT SHOULD BE THE CURRENT FAIR VALUE PRICE OF CPO, THAT IS, RM7,580 A TON

COST OF CPO PRODUCTION IS RM1,600

 

So if Cpo is Rm3,200

Profit is 100%

 

If Cpo at Rm4,800

Profit is 200%

 

If Cpo Rm6,400

Profit is 300%

 

Will Cpo rise to Rm8,000?

Then profit will be a WHOPPING 400%

Not many businesses today can even earn 20% to 30%

SO PALM OIL BUSINESS IS NOW THE VERY BEST ON PLANET EARTH

 

That is why JAYA TIASA Results are getting better

 

See Jtiasa latest Results

 

SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2021

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Dec 2021
31 Dec 2020
31 Dec 2021
31 Dec 2020
$$'000
$$'000
$$'000
$$'000
1 Revenue
239,238
151,486
385,235
372,581
2 Profit/(loss) before tax
73,899
8,578
111,022
55,574
3 Profit/(loss) for the period
51,042
4,589
75,573
39,530
4 Profit/(loss) attributable to ordinary equity holders of the parent
51,074
4,633
75,644
39,477
5 Basic earnings/(loss) per share (Subunit)
5.28
0.48
7.81
4.08
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.2500
1.1800
 

 

YoY revenue up from Rm151.586 Millions to Rm239.238 Millions (Up 57.8%)

Profit JUMPED from Rm4.589 Millions to Rm51.074 MILLIONS ( UP A WHOPPING 1,012%

WOWEE! UP BY OVER 1,000%!!!

 

Cash Profit is 5.28 sen

Annualised 5.28 sen x 4

= 21.12 sen

At 93.5 sen Jtiasa Forward P/E

is 93.5 / 21.12 

= 4.42

That means Jtiasa can double your money in just 4.42 years

 

AND MORE

JTIASA Result latest Qtr was based on Oct to Dec 2021 when Cpo average price was Rm4,417

NOW THE 3 MONTHS AVERAGE FIGURE FOR CPO (JAN 1ST TO MARCH 31ST 2022) IS RM6,050

 

THAT MEANS THAT JTIASA SHOULD SEE AN IMPROVEMENT OF CPO SALE PRICE UP BY ANOTHER 36.9%

Even if its FFB harvest drops by 20% to 25% the Price Rise of Cpo is more that enough to see AN IMPROVEMENT

 

And what is true of Jtiasa is also true for all other Palm Oil Stocks

 

Jtiasa now 93.5 sen

We have raised our year end Target price for Jtiasa to Rm3.16

Why?

Answer:

Forward 4X is 21.12 sen

We only assign P/E 15 for Jtiasa which we think is fair value

So 21.12 X 15 P/E

= Rm3.16

SO LET'S SEE IF JTIASA CAN REACH RM3.16 BY DECEMBER 31ST 2022

 

WARMEST REGARDS

 

Calvin Tan

 

Please buy or sell after doing your own due diligence or consult your remisier/Fund manager

 

JTIASA INSIDER ALSO BULLISH

SEE

 

 

More articles on THE INVESTMENT APPROACH OF CALVIN TAN
Why Palm oil Bull Run is not Game Over like Gloves? After the pullback it Shall Rebound Up Again, Calvin Tan

Created by calvintaneng | Jul 02, 2022

Why Palm oil Bull Run is not Game Over like Gloves? After the pullback it Shall Rebound Up Again, Calvin Tan

Discussions
1 person likes this. Showing 23 of 23 comments

calvintaneng

CANOLA OIL NOW AT RM1,137 OR UP BY ANOTHER 89.5% FROM ITS LAST WORLD RECORD USD600

IF WE BENCHMARK CPO RM4,000 BY ANOTHER 89.5% THEN

IT WILL BE RM4.000 X 1.895

= RM7,560 (FAIR VALUE)

AS LONG AS CPO IS ABOVE RM4,000 THEN PALM OIL BULL RUN WILL CONTINUE

CPO ABOVE RM5,000 WILL BE SUPERBULL

See

https://tradingeconomics.com/commodity/canola

2022-04-02 23:54

Fundamental Trader

JTIASA quick fundamental review:

Debt/Equity = 0.54 [nope]
Current Ratio = 1.45 [nope]
ROE = 5.55 [nope]
Growth [yes]
Number of negative quarter in last 4Q: 1 [nope]
MC/FCF: 905/194=4.6 [yes, but not the cheapest in plantation]
Dividend Yield = 0 [nope]

Verdict: 5 no, 2 yes

The gold standard for a buy is to have all yes.
Read the method in detail here: https://klse.i3investor.com/web/blog/recent/fundamental_trading

2022-04-03 07:38

calvintaneng

Jaya Tiasa is in a CYCLICAL INDUSTRY of Two Commodities: PALM OIL & LUMBER.

As such Peter Lynch would classify it in CYCLICALS out of 6 Categories of Stocks

Gold standard can only be applied to Stalwarts and not a Cyclical

As such people who does not understand a Cyclical will miss this Palm oil Superbull and will be left behind

2022-04-03 08:23

Abrahmi

Tq

2022-04-03 10:06

calvintaneng

Tguan only got very small 2,000 acres oil palm

Jaya Tiasa has 100X (TIMES) MORE OIL PALM LANDS AT 206,000 ACRES

ITS LANDS IN PULAU BRUIT CAN BE EXPANDED FULLY

PULAU BRUIT IS EVEN BIGGER THA THE WHOLE ISLAND OF PENANG

PLUS JTIASA ALSO GOT LOTS MORE LANDS IN CENTRAL SARAWAK

GO LOAD UP JTIASA

See
https://www.youtube.com/watch?v=mTzR4NhC-iw

2022-04-03 16:09

bjgdila123

buy beliw 0.70

2022-04-03 17:23

calvintaneng

Below 70 sen?

Maybe after after one for one free bonus issue

2022-04-03 19:37

enning22

please ,jungle land, unplanted, worthless, unproductive ,

2022-04-03 21:12

skoh888

bloody arrogant overpromoter....no need talk so much. Let the market decide. Since you have put a target price of over RM3.00 by year end lets just hold you to that

2022-04-03 22:13

skoh888

it is high time somebody stands up to this overpreaching self indulged egomaniac.

2022-04-03 22:14

skoh888

you remind me of david koresh and the waco siege

2022-04-03 22:15

calvintaneng

okok we shall see

2022-04-03 22:16

calvintaneng

Keep this message and remember to see this correct or not by December 2022

2022-04-03 22:17

skoh888

all you do is try to brainwash the people with your constant preaching. Even when you are losing money its ok....then finally when it sets in that your losses are real and realised you think this Calvin Koresh will give you back your money and bring you to the promised land? God bless you all

2022-04-03 22:18

skoh888

see my point taken...david koresh wannabe

2022-04-03 22:19

skoh888

God is watching us and will judge us...YOU ARE NOT GOD SO STOP ACTING LIKE U ARE

2022-04-03 22:19

calvintaneng

correct

God is watching us

And certainly Calvin is no God

Ascribe all glory to Almighty God and Him alone be worthy of our worship and praises

2022-04-03 22:30

enning22

JAYA TIASA is old style chinamen family business, managed like such, little care for investors interests.

2022-04-04 07:48

calvintaneng

Jtiasa boss is the same boss of Subur Tiasa

See subur Tiasa already fly up from 65 sen to Rm1.49

JTIASA WITH MORE PALM OIL WILL OVERTAKE SUBUR TIASA SOON

2022-04-04 08:39

enning22

ubur tiasa nta =3.30; and market value now is only 1.50 ; palm oil sector low production ,logging sector , better.
this is how , invesrtoes see this stock.

2022-04-04 11:09

calvintaneng

wrong leh

Taann also got palm oil and lumber like Subur

Taann people said their focus is more to palm oil

2022-04-04 11:14

Pinky

calvin u promote Ta Ann nvm cos fundamentals strong

Jaya Tiasa? Cannot la. Incompetent management

2022-04-04 17:33

calvintaneng

Pinky

Taann I got alot

Taann excellent and already reflected in it's price over Rm5.00 now

Jtiasa perceived to be not so good like Taann and that is why it is still below Rm1.00

Wait see next 2 or 3 quarters how Jtiasa perform then we will know

2022-04-04 17:46

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