Haha no worries as Konartist sslleee said Jaks CEO shares all in Pledge accounts, oredi tested Lowest is RM 0.12 !

Haha Big Cannon Conartist Callvin blowing IKN land .. now Data Center … Solar Farm …

As said Jaks signed MOU to lease land from TDM group in Terengganu, 1730 acres for tender LSS5 2000 MW Solar Project .. Rental is RM 578 / acre/year !

PM attends Google's US$2 bln data centre groundbreaking
1 Oct 2024 — Prime Minister Datuk Seri Anwar Ibrahim (centre) officiates the groundbreaking ceremony for Google's US$2 billion data centre and cloud ...

AirTrunk opens AI-ready data centre in Malaysia 
https://theedgemalaysia.com/node/720925


In the Works – AWS Region in Malaysia
by Jeff Barr | on 01 MAR 2023 | in Asia Pacific, Launch, News, Regions | Permalink |  Share


https://aws.amazon.com/blogs/aws/in-the-works-aws-region-in-malaysia/

Haha Microsoft oredi bought Land !


Microsoft to build data centre in Eco World's industrial park, as Microsoft commits to investing US$2.2bn in cloud computing & AI services in Malaysia
Eco World has sold land in Johor, Malaysia, to a local subsidiary of Microsoft, which will develop a data centre site there. This is just one of many data centre developments in Malaysia this year, as the country is becoming a hub of data activity. 

Haha what happened to YTLpower Kulai Green DC park 500 MW since 2022 … the anchor Tenant Sea Ltd ( Ytl consortium partner in Digital Banking license) still not in Operation ! Only 18 MW !

他表示，过去七周，对冲基金已在农产品（包括棕油期货）上投资了约200亿美元（约875亿令吉）。

“本周，市场可能会出现获利回吐，交易价格可能在4200令吉至4300令吉之间。”

Good luck on yr FIFO trick !

Haha So made some profit to support yr younger sibling lo !🤣

Haha your younger sibling LapsapIncome did not support u here ? Oh he said wiffey ran away with Demusang !!🤣🤣🤣🤔

Haha if can up above RM 1.31 .. blowerPang7 will has some profit … FIFO then can U-Turn liaw !🤣

Haha repost from Jtiasa :


棕油本周料现套利潮
2024年11月04日


Interband集团高级棕油交易员郑锦表示，在对冲基金积极买入的推动下，棕油期货市场预计将在本周牛市中出现套利潮。
他表示，过去七周，对冲基金已在农产品（包括棕油期货）上投资了约200亿美元（约875亿令吉）。

“本周，市场可能会出现获利回吐，交易价格可能在4200令吉至4300令吉之间。”

与此同时，棕油交易商黄大卫（译音）也赞同上述观点，并补充说本周市场价格将走高，主要受原油和大豆油价格推动。
“我们预计本周价格，将在每吨4700令吉至4950令吉之间交易。”

按周来看，11月棕油现货交易价格涨344令吉，至每吨4976令吉；12月增330令吉，至每吨4914令吉；2025年1月则升332令吉，至每吨4868令吉。

此外，明年2月期货价格也涨327令吉，到每吨4808令吉；3月报每吨4726令吉，涨303令吉；而4月则企于每吨4637令吉，增280令吉。

总成交量方面，从前周42万8573宗，减至31万6573宗，而未平仓合约从前周的25万2233宗，跌至24万6507宗。

棕油本周料现套利潮
2024年11月04日


Interband集团高级棕油交易员郑锦表示，在对冲基金积极买入的推动下，棕油期货市场预计将在本周牛市中出现套利潮。
他表示，过去七周，对冲基金已在农产品（包括棕油期货）上投资了约200亿美元（约875亿令吉）。

“本周，市场可能会出现获利回吐，交易价格可能在4200令吉至4300令吉之间。”

与此同时，棕油交易商黄大卫（译音）也赞同上述观点，并补充说本周市场价格将走高，主要受原油和大豆油价格推动。
“我们预计本周价格，将在每吨4700令吉至4950令吉之间交易。”

按周来看，11月棕油现货交易价格涨344令吉，至每吨4976令吉；12月增330令吉，至每吨4914令吉；2025年1月则升332令吉，至每吨4868令吉。

此外，明年2月期货价格也涨327令吉，到每吨4808令吉；3月报每吨4726令吉，涨303令吉；而4月则企于每吨4637令吉，增280令吉。

总成交量方面，从前周42万8573宗，减至31万6573宗，而未平仓合约从前周的25万2233宗，跌至24万6507宗。

Haha as Hoho posted in Yinson .. Konartist sslleee play double head 🐍.. to cover his half past 6 owned claimed FA n TA Guru in Yinson:

1.) said going to see Yinson 5 waves .. but did not know the waves name is EW !🤣1


2.) shouting happily waves 2 is coming .. did not know waves 2 is Downtrend.. being caught then changed to Negative 🐍 head to cover his half past 6 !🤣2


3.) said Yinson is a Growth stock but did not know the Selection Criteria, now shamelessly twisting by recycled my facts n figures…latest one is on FFB peak season production output is from May to November.. twisting n told lies that I did not know Peak season is on 2nd Half of each year !🤣3


4.) Konartist sslleee had defended Phillipp during he posted Serba subsidiaries screenshot as I found variance between the screenshot n his thread figures.

Now in Jtiasa forum .. Konartist sslleee defended himself by saying he did not promote Xingquin which is delisted on 2019 due to Account Fraud… but Phillipp promoted Serba in a blog even is announced in Account Fraud!🤣4 👍


5.) Konartist sslleee Abang Stockraider in Netx RI n Insas RI with WC wayang whom exposed sslleee other Kon gang in Tunepro, Netx .. later in Hengyuan n Petronm .. Probability is aka id of VictorYong ! 🤣5🤔

Stockraider is MIA oredi ! Kena Tippu by Konartist le !🤣🤣🤔

Haha the way Conartist Callvin posted on last week , same as before he swimming naked back to the island …mentally desperate liaw !

Haha what a poor Pokkai Conartist Callvin cannot afford Cruise Ship ticket , told lies by lies on board to promote Netx on December 2019 … Pokkai until ran road swimming naked like a Tikuss back to the island on December 2020 for 3 months !🤣🤣🤣👉

Haha Repost :

Haha further to Glove rally during pandemic ( China started Feb 2020 , Malaysia started March 2020 ) …I did made profit on Kossan and Comfort.

I did a study on Demand vs Supply of 7 local nitrile gloves companies posted on August 2020 that supply shl be fulfilled demand by netx 12 months from August 2020 .

And posted TG TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .


—

The firm said Covid-19 cases in the US had increased beyond expectations.



As a result, it estimated that glove demand had increased in the US, causing further depletion in global stock levels.



>> "Our estimates show that global stock levels could have declined by an additional two per cent to 10.8 billion pieces. This is enough for 15 days of demand (previously 15.2 days) and much lower than the prepandemic 60-day average," it added.



From July 8-12, the number of new cases rose to above 60,000 per day.



As of July 12, the total new cases increased by 367,000 or 24 per cent on a month-to-date basis to 3.27 million.



"As Covid-19 cases remain high in the US, demand for gloves should stay exceptionally strong, given its importance in protecting healthcare workers.



"As the US is the world's biggest glove consumer, its stubbornly high number of cases means that demand for gloves should continue to rise," RHB Research said.


>>>



global stock level 10.8 billion for 15 days demand during Pandemic.



Haha according to nanyang news in July2020 , China has donated 26.0 billion hand gloves n 620 million face mask to US.



-----



10.8 b x 2x12 months = 259.2 billion demand for netx 12 months starting August 2020 .



>> Note : 10.8 b x2 x 12 = 259.2 billion is to meet the Demand contract order for queing 1 year start from August 2020 . It is additional 129.6 billion pieces .



## Hartalega Holdings Bhd executive chairman Kuan Kam Hon said :
Demand of 120 billion more pieces of gloves in the Netx 3 years



> Haha what a coincidentally figure demand 120 billion more pieces in the Netx 3 years , can 259.2 billion pieces being produce in 1 year which included the additional demand qty 129.6 billion .


----



haha lets do a research study on following gloves companies 1 year production capacity on Nitrile gloves only :



a.)Top glove : 50 % nitrile , output 84.1 billion/ year towards end 2020 , and expect change to 60 % nitrile .



84.1 b x 0.6 = 50.46 billion



b.) Hartalega : 95 % nitrile, yearly output 24.5 billion .



24.5 b x 0.95 = 23.28 billion



c.) Supermax: 90 % nitrile, yearly output 27.4 billion.



27.4 b x 0.9 = 24.66 billion



d.) Kossan : 75 % nitrile , yearly output 32.0 billion.



32.0 b x 0.75 = 24.0 billion



>>> Big 4 total nitrile gloves output for 12 months = 50.46 +23.28 + 24.66 + 24 = 122.4 billion.



Others gloves company :



1.) Comfort : 60 % nitrile, yearly output 5.9 billion .



5.9 b x 0.6 = 3.54 billion



2.) YTY : captured 11 % nitrile market since 2011 , estimated 18 % in 2020 :


259.2 b x 0.18 = 46.66 billion



3. Smart Gloves : 95 % nitrile, yearly output 8.2 billion


8.2 b x 0.95 = 7.79 billion.



## Just these 7 glove companies 12 months output ( 1 year ) = 122.4 +3.54 + 46.66 + 7.79 = 180.39 billion .



### 180.39 b / 259.2 b =69.6 % of world nitrile gloves consumption for the netx 12 months from August 2020 .



note : YTY in under Indonesia mother company group.

Haha Conartist Callvin the big cannot repeated again ? So desperate le

Haha whatever Spot price ke …fcpo price ke … eventually back to the monthly average CPO price .. even you can see Daily Price ! Good luck in yr investing ! N good nite !

Posted by Mikecyc > 10 minutes ago | Report Abuse

Repost :

Haha as for CPO price :

QR ended September compared to QR ended June is expected to be Higher profit due to Production Output!

2024 : Monthly Average Price ( RM / Ton ) :

January: 3783.5
February: 3949.5
March: 4215.5

April. : 4257.0
May : 3902.5
June : 3957.5

July. : 4034.0
August : 3910.5
September: 4023.5

October : 4387.5

Haha see what a shameless Konartist sslleee recycled my facts n figures with Twisting it !🤣🤣🤣🤔

Haha as posted earlier :

Jtiasa : FFB production output

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)

Oct 2023 : 132,551
Nov 2023 : 114,287
Dec 2023 : 98,939

Total 🟰 345,777 ( compared to July-August-Sept is Less 3.9 % )


Jan 2024 : 87,820
Feb 2024 : 67,331
Mar 2024 : 61,673

Total 🟰 216,824 ( compared to Oct-Nov-Dec 2023 is Less 37.3 % )

👉 ( compared to July-August-Sept 2023 is Less 39.7 % )

👉👉Question: is coming QR ended September after is released is an unloading Opportunity ???

Haha still twisting , as usual recycled my facts n figures.. As posted Peak season for production output is from May to November!

Just a Konartist Kon tricks …

—-

Posted by Sslee > 5 minutes ago | Report Abuse

Aiyoyo Mike-tikus did not know 1st half of the year is low production season and second half is the peak production season?

So what will be quarter ended 31/12/2024 profit look like?
FCPO hit rm4868.

Repost :

Haha as for CPO price :

QR ended September compared to QR ended June is expected to be Higher profit due to Production Output!

2024 : Monthly Average Price ( RM / Ton ) :

January: 3783.5
February: 3949.5
March: 4215.5

April. : 4257.0
May : 3902.5
June : 3957.5

July. : 4034.0
August : 3910.5
September: 4023.5

October : 4387.5

Haha as posted earlier:

Jtiasa CPO production output ( MT) :


August 2024 : 25,238
July 2024 : 20,558
June 2024 : 17,018
May 2024 : 16,419

August 2023 : 23,324
July 2023 : 22,712
June 2023 : 16,580
May 2023 : 15,489

July 2022 : 12,488
June 2022 : 11,723
May 2022 : 11,500

> July 2024 Production Output: FFB is dropped 7.9 % , CPO is dropped 9.5 % .

> August 2024 Production Output: FFP is increased 2.74 % , CPO is increased 8.2 %

Haha as posted earlier:

Jtiasa : FFB production output

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)

Oct 2023 : 132,551
Nov 2023 : 114,287
Dec 2023 : 98,939

Total 🟰 345,777 ( compared to July-August-Sept is Less 3.9 % )


Jan 2024 : 87,820
Feb 2024 : 67,331
Mar 2024 : 61,673

Total 🟰 216,824 ( compared to Oct-Nov-Dec 2023 is Less 37.3 % )

👉 ( compared to July-August-Sept 2023 is Less 39.7 % )

👉👉Question: is coming QR ended September after is released is an unloading Opportunity ???

Haha on TSH :


2.) Why TSH FY21 Top 3 n Top 4 substantial shareholders Top 3 Tunas with 4.92 % n Top 4 Embun Yakin with 4.88 % disposed the shares during 2022 price Uptrend to above RM 1.80 ?

3.) Why TSH following Principle Officers Resigned:

>Resignation of Principal Officer : 


A) ED Tan resigned on June 2022 


B ) Ex CFO resigned on June 2022 


C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


Haha since Konartist sslleee approached me 1st in Netx on 2020 … this is the 1st time he repeatedly shouting TP with over 52W H RM 1.53 ..

And he and his Kon gang had tried many ways to prevent me from posting in Jtiasa forum… seems he is Trapped High … same as Conartist Callvin is Trapped High in TSH !

Haha Genine ( Jtiasa 2nd Major , 14.68 % to 6 % ) started disposed 8.6 % share from August 2023 to July 2024 … ie : RM 0.84 to RM 1.53 to RM 1.10.

Will it be drop below RM 1.00 after unloading??? Or another unloading after QR ended September is released ??

Haha oredi shown Jtiasa 5 years DY posted earlier…

Yinson as a Growth stock ? Konartist understand what is ROIC ?

> ROE (ROIC: 4.16) 10.24 %


Scicom:

ROE (ROIC: 24.05) 24.05 %

Haha konartist sslleee oredi being caught many times telling lies on his posted list :

1.) Bplant purchased list until to 500,000 shares

2.) his 1st win n Only win since investing from 2016 to 2023 on Insas WC RM 250,000 is a Lie !

3.) he thanks me on highlighted MMC in Insas that he won RM 180,000 .. is a Lie also !

I had cut win on Zelan ( calculated risk stock ) with mother MMC on 2021 privatisation news !

Haha yes , QR ended September is expected Higher Profit .. opportunity for unloading… QR ended December n March 2025 shl be affected by Production output !


—-

Posted by kl_guy > 8 minutes ago | Report Abuse

FCPO hit rm4868. plant oil stock going make big profit coming quarters

Haha when I asked Konartist sslleee what is his selection criteria for Growth n Dividend stock … he just twisting , then said Jtiasa is Dividend stock .. Yinson is Growth stock ..

I am posted my selection criteria is ROE => 16 and CAGR 3Y n TTM …


—-

Posted by Sslee > 46 minutes ago | Report Abuse

By the way Mike-tikus cannot differentiate ROE and growth.
One is efficient use of equity the other is growing the revenue and thus income.

Haha konartist sslleee said Yinson is a Growth stock ???

> Yinson :

Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -9.69 %

5 years ROE :

2020 : 12.76
2021 : 17.69
2022 : 17.19
2023 : 14.15
2024 : 17.73



> Scicom

Current Ratio 4.37
Debt-Equity (DE) Ratio 0.37
FCF Yield 8.92 %


5 years ROE :

2020 : 21.39
2021 : 23.43
2022 : 27.65
2023 : 27.57
2024 : 20.76

—-

Hoho Yinson Loans n Borrowings keep increasing !

Haha Own Claimed FA Guru in Yinson forum , but Tikus away from Yinson…Sslee still twisting n diverting ke on :

What is FA Guru selection criteria on Growth n Dividend stocks??🤣

Understand from yr post : Jtiasa with minimum Dividend Policy 20 % ?

As posted earlier:

Jtiasa : DY

2020 : No Dividend ( why no dividend? )
2021 : No Dividend ( even with Profit with minimum Dividend Policy 20 % )?

2022 : DY 4.83
2023 : DY 4.51
2024 : DY 5.41

ROE (ROIC: 11.17) 12.59 %

>
Compared to Scicom :

2020 : DY 5.46
2021 : DY 5.31
2022 : DY 7.00
2023 : DY 7.02
2024 : DY 7.07

ROE (ROIC: 24.05) 24.05 %

Haha konartist sslleee still twisting le :

Kimloong :

ROE (ROIC: 16.4) 17.08 %


Inno :

ROE (ROIC: 18.39) 18.39 %

Jtiasa :

ROE (ROIC: 11.17) 12.59 %


—-

Posted by Sslee > 42 minutes ago | Report Abuse

Aiyoyo Mike-tikus what is the ROE of jaks?
Mikecyc Haha I am more interested on ROE for investing lo !

Haha oh CRESS is effective started from September 2024 !


—-

CRESS details is expected to be announced in September 2024 , but the Mulling charges is announced oredi on 22/8/2024 .

Haha konartist sslleee keep repeating n I am Repost :

Haha Jaks currently a Calculated Risk Stock is turn around to be a potential Growth stock , why ? :

A) Jaks CEO ( the only substantial shareholder from 9.9 % ( 2017 ) to 14 % ( 2023 ) , after Uncle K intention to take over with 30 % on 2017/2018 , is failed ) had successfully steered the company diversified into Power industry: Vietnam Joint Venture Power Plant 1200 MW with CPECC , EPCC value RM 8.7 Billion… construction is started on October 2016 , fully Commercial Operating Date on January 2021 with 25 years concession:

As an 30 % associate joint venture company contributing share of profit n Dividend to Jaks since 2021 :

Jaks Annual Revenue and Net Profit / ( Loss ) :


1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )


2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million.


3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.


4.) FYE 2023 : Rm 37.787 million with Net Profit RM 15.527 million..


5.) FYE 2024 :

>> 👉1QR : RM 14.2 million with Net Profit RM 12.4 million.

>> 👉2QR : RM 13.1 million with Net Profit RM 8.4 million.


B ) LSS4 50MW Solar Project in Penang is COD on August 2023 with 25 years TNB PPA ( increased from 21 years ).


1.) QR ended September 2023 :

Revenue : 3.3 Million , Loss ( RM 1.4 Million)


2.) QR ended December 2023 :

Revenue: 4.3 Million , Loss ( 0.4 Million )


3.) QR ended March 2024 :

👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18%


4.) QR ended June 2024 :

Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %


👉( Note : Loss is due to Depreciation.)



C.) CGPP 30MW Solar project is awarded on August 2023 to Jaks consortium with 2 partners ( Jaks holding 51 % ) …COD is scheduled by 4Q 2025 .
Jaks Shl be benefited on the EPC contract also .

CGPP winners can sell RE electricity directly to end user / customer, but thru TNB power grid as TPA ( Third Party Access ) . CRESS details is expected to be announced in September 2024 , but the Mulling charges is announced oredi on 22/8/2024 .

800 MW CGPP winners even can sell RE electricity cross border.



D.) LSS5 2000MW Solar Project, EPCC value is estimated RM 7.2 Billion, tender RFP dateline is brought forward to 25/7/2024 from December 2024 ):

Jaks partner again with CPECC ( Vietnam 1200 MW Power Plant partner 70 % ) >>> Jaks 51% : CPECC 49% , tendered 200MW ….. Land : 1730 acres in Terengganu is leased from TDM .


E.) CAGR : 3Y + 29.9 % TTM + 28.4 %

Haha as posted earlier, I learned from ethical Sifu 3iii posts during debated against Calvin in Netx for 15 months .. recently in TSH learned the Stock Moat ..

As my investing divided in 2 categories:

1.) Calculated Risk Stock

2.) Growth n Dividend stocks: for long term investors , pls refer to ethical Sifu 3iii .

Haha no worries if investors still interested on PP fund raising …

As posted earlier:

Jaks 51 % : CPECC 49 % submitted tender 200 MW , EPCC is estimated RM 800 million ( although a newspaper had published it ) :

Jaks 51 % : RM 800 million x 0.51 = RM 408 million.

As referring to Vietnam JV Power Plant 1200 MW , EPCC RM 8.7 billion:

Equity 25 % , Loans 75 % .

An illustration:

Equity 25 % : 800 x 0.25 x 0.51 = RM 102 million

> EPC contract on Solar Farm construction: 800 x 0.3 x 0.2 ( profit ) = RM 48 million.

102 million- 48 million = RM 54 million can be opt from :

1.) > Accumulated Profit :
March 2016 = 55,453,000 … > June 2024 = 369,116,000 .

Or

2.) Jaks non current asset :

Investment in Joint Venture:

> June 2024 = 943 ,960,000

On 75 % Loans , all parties had learned from LSS4 Tender .. need time for syndicated Loans esp on Green Loans ( lower interest rate ) .

> Jaks Gearing Ratio :

2QR ended June 2024 :

Gearing Ratio = 0.303X


—-

Posted by Sslee > 59 minutes ago | Report Abuse

Mike-tikus isn't it a fact jaks do not have money to take on any more project.
How sure are you on jaks getting LSS5 and how jaks going to finance it?
Unless jaks asking more money from investors or shareholders with PP or RI.

Haha Repost :

Palm oil planting area vs Production Output in MT :


👉Jtiasa :

Planted Area : 69,589 hectares

FY2023 FFB : 943,924 MT

FY23 yield per prime mature / hectare = 18.64 MT / hectare


( 943,924 / 69,589 = 13.56 , old tree ? 🌴)



👉TSH :

Planted Area : 39,000 hectares

FY2023 FFB : 905,437 MT

FY23 yield per prime mature / hectare = 24.1 MT / hectare

( 905437/ 39000 = 23.33 )


Note :

👉TSH : change in Principle Officer :

> Resignation of Principal Officer : 

A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024



👉Kimloong :

Planted Area : 16,263 hectares

FY2024 FFB : 329,587 MT

FY2024 yield per prime mature / hectare = 21.69 MT / hectare


( 329587 / 16263= 20.27 )

Haha still as usual Konartist sslleee kon maths :



Posted by Sslee > 3 minutes ago | Report Abuse

Kimloong
2024 :
July. 26,503
August. 27,367
Sept. 27,464
Total = 81,334. ( + 30.8 % vs 2019)

Jayatiasa
July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183
Total = 343,397 ( - 19.4 % vs 2019 )

Mike-tikus Jayatiasa FFB production is 343,397/81,334= 4.22.
So am I right to say jayatiasa FFB production is 4.22 times higher than Kimloong?

Haha I am more interested on ROE for investing lo !

—-

Posted by Mikecyc > 17 minutes ago | Report Abuse

Haha see the ROE ….

Haha another hidden risks … one of the reasons why Jtiasa replanting schedule is not effective???


Plantation companies seeking to renew land leases may have to return 20pct to govt
By Bernama
September 1, 2024 @ 8:43pm



BAGAN DATUK: A proposal is being considered for plantation companies whose land leases with the government have expired to return 20 per cent of the land to the state government if they wish to renew the lease.

Deputy Prime Minister Datuk Seri Dr Ahmad Zahid Hamidi said the proposal is currently being thoroughly reviewed by the Bumiputera Economic Council (MEB) in collaboration with state governments and the federal territories before it is implemented.

Haha see the ROE ….

Haha Repost :


> 3 stocks FA n 5 years DY :

1.) Kimloong:

Current Ratio 3.44
Debt-Equity (DE) Ratio 0.32
FCF Yield 8.19 %
p
Revenue QoQ 4.52 %
Revenue YoY 5.27%
Profit QoQ -20.22 %
Profit YoY -8.88 %
Profit Margin (Sector Median: 9.8) 10.06 %
ROE (ROIC: 16.4) 17.08 %
Dividend Per Share (DPS) 13.0 sen
Dividend Yield (DY) 5.46 %

DY :

2020 : 3.05 %
2021 : 6.94 %
2022 : 7.14 %
2023 : 8.52 %
2024 : 5.99 %


2.) Jtiasa :


Current Ratio 2.73
Debt-Equity (DE) Ratio 0.34
FCF Yield 20.38 %
Revenue QoQ 7.29 %
Revenue YoY 12.96%
Profit QoQ 58.46 %
Profit YoY -73.9 %
Profit Margin (Sector Median: 4.8) 13.84 %
ROE (ROIC: 11.17) 12.59 %
Dividend Per Share (DPS) 6.0 sen
Dividend Yield (DY) 4.84 %

DY :

2020 : 0 %
2021 : 0 % ( ssleee masih termakan Telur ke 🤣🤔)
2022 : 4.84 %
2023 : 4.51 %
2024 : 5.41 %


—-

3.) INNO :

Current Ratio 1.22
Debt-Equity (DE) Ratio 0.32
FCF Yield 1.22 %
Revenue QoQ 9.72 %
Revenue YoY 17.65%
Profit QoQ 48.07 %
Profit YoY 62.37 %
Profit Margin (Sector Median: 9.8) 26.27 %
ROE (ROIC: 18.39) 18.39 %
Dividend Per Share (DPS) 11.0 sen
Dividend Yield (DY) 6.51 %

DY :

2019 : 1.33 %
2020 : 6.07 %
2021 : 10.84 %
2022 : 11.94 %
2023 : 6.76 %

Haha see Konartist sslleee still with Tikuss Mata .. oredi posted many times :


Kimloong

FFB production output ( MT ) :

2019 :
July 20,800
August 20,849
Sept 20,517

Total = 62,166


2020 :
July 23,166
August. 22,192
Sept. 24,803

Total = 70,161. ( + 12.9 % vs 2019 )


2021 :
July 21,956
August 22,387
Sept. 24,654

Total = 68,997 ( + 11 % vs 2019)


2022 :
July 20,971
August. 24,796
Sept. 26,727


Total = 72,494 ( + 16.6 % vs 2019)


2023 :
July. 27,553
August 26,864
Sept. 28,295


Total = 82,712. ( + 33 % vs 2019 )



2024 :
July. 26,503
August. 27,367
Sept. 27,464

Total = 81,334. ( + 30.8 % vs 2019)



👉Compared to Jtiasa :

July-Sept: FFB MT

2019: 425,801 
2020: 326,209 ( - 23.4 % vs 2019 )
2021: 195,447 ( - 54 % vs 2019 )
2022: 263,948 ( - 38 % vs 2019 )

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)


> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )

Haha Inno plantations in Sabah … Jtiasa rented land is Suitable for Hybrid Rice cultivation as Sarawak Gov announced on Feb 2024 :


Jtiasa

Haha interesting le , 👉referring to Annual Report FYE2023 :

Top 10 List of Properties Owned :

1.) Pulau Bruit , Bruit Land District

👉Tenure : Rented land

Existing use : Oil Palm estate, CPO mill , Building & Quarter


👉Area : 52,880 hectares ( 76 % of planted are ) .


Approximate age of building: 15 years


2.) Pulau Bruit , Lot 5,6,14,15 Bruit Land District

Tenure : leasehold until 2064

Existing use : Oil Palm estate, Building & Quarter


👉Area : 10,043 hectares


Approximate age of building: 11 years


Posted by Sslee > 24 minutes ago | Report Abuse

Aiyoyo Mike-tikus,
Jayatiasa out of total plantation land 83,483 Ha 46,880 Ha is rented land you already make so much fuss and now you recommend Inno with all rented land?

Kimlooong is OK with limited plantation land but the price already too high.

Jayatiasa price should caught up with better dividend moving forward

Haha QR ended September Shl be better due to Production output! QR ended December n ended March 2025 … production output is reducing!

Posted by Mikecyc > 2 minutes ago | Report Abuse

Haha as for CPO price :

2024 : Monthly Average Price ( RM / Ton ) :

January: 3783.5
February: 3949.5
March: 4215.5
April. : 4257.0
May : 3902.5
June : 3957.5
July. : 4034.0
August : 3910.5
September: 4023.5
October : 4387.5

Haha recalled during debated against yr idol Conartist Calvin on Jtiasa .. he is blowing on how high of the CPO price .. but I said how abt the production output.. results is as I expected, then Calvin is shy away from Jtiasa !