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 1,841
Hi Guys,
I have An Investment Approach I which I would like to all.
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
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
|
|
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
| MR TIONG CHIONG HEE | 06-Jan-2022 | Acquired | 10,000 | 0.660 | |
| MR TIONG CHIONG HEE | 05-Jan-2022 | Acquired | 120,000 | 0.655 | |
| MADAM TIONG CHOON | 19-Mar-2020 | Acquired | 100,000 |
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Discussions
1 person likes this. Showing 23 of 23 comments
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
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
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
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
it is high time somebody stands up to this overpreaching self indulged egomaniac.
2022-04-03 22:14
Keep this message and remember to see this correct or not by December 2022
2022-04-03 22:17
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
God is watching us and will judge us...YOU ARE NOT GOD SO STOP ACTING LIKE U ARE
2022-04-03 22:19
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
JAYA TIASA is old style chinamen family business, managed like such, little care for investors interests.
2022-04-04 07:48
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
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
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
calvin u promote Ta Ann nvm cos fundamentals strong
Jaya Tiasa? Cannot la. Incompetent management
2022-04-04 17:33
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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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