To be fair Insas is still the most undervalued stock in Bursa.
Cash alone already billion and still holding 515,008,575 inari share

Insas
Market Cap: 728 Million
NOSH: 693 Million
Avg Volume (4 weeks): 1,282,170
4 Weeks Range: 0.98 - 1.19
52 Weeks Range: 0.845 - 1.35

Theedgemalaysia boss Tong finally cut win on Insas but still holding on Insas-WC.
So cut win is easy then cut lose.

Anymore newbie trying to outsmart Dato' Sri Thong and become the new controlling shareholder of Insas?

Insas quarter end 31/6/2024 should be a good result due to disposal gain on associte company Inari.

Aiyoyo klee pay peanuts and get monkey.
Maybe another big jobless Monkey Mike-tikus is the best candidiate for gm post for your real estate companies.

Aiyoyo ktlee,
Me as GM built plants and now this site alone export 1.2 million ton of products worth abt USD 1.2 billion per year.

And your company's gm buy you coffee n lunch sometimes, also had to buy toilet rolls for you.
So your gm is just another office boy...??

Wonder how much you pay your GM?

StartOfTheBull,
You must pity Mike-tikus a bit eventhrough he is financial illiterate, jobless and penniless at least Mike-tikus can now everyday loitering in i3forum cari gaduh with people.

@klee, Congratulation for your 300% gain in 3 days.
I already sold most of my Insas for 30%+ gain.

How to calculate % gain for my Insas-WC come free with Insas-PB?

By the way mind telling what job are you holding now?

Me
UM Chemical Engineering graduate 1986
My career path:
Production Executive - Production Engineer (SAB) 1986-1991
Shift Manager (Tioxide) 1991-1996
Engineering Manager- Business Development Manager (SAB) 1996-2001
General Manager (MM) 2001- now

Mike-tikus mind telling what job are you holding now?

Posted by twobits > Aug 11, 2024 12:13 PM | Report Abuse
John... Whatever your name is?

I can assure you stingray is doing pretty fine... He didn't loss in hsi.. he just came back recently family vacation at Europe.
Where is your last trip to Europe ya??

As for duit...he is a VP in one multinational company..

What job are you holding now?

Aiyoyo Mike-tikus is a jobless man still stay in parent house, no family, no friend and thus everyday loitering in i3forum cari gaduh with people.

He is good in name-dropping to get attention and then name-calling others as con or play wayang.

He is financial illiterate and his only TA skill is point 1,2,3 and 4. Hence get himself trapped inside jaks for more than a year now.

Careful with Japan market, if one megaquake strike then Nikkei is a gone case.

On August 8, the JMA issued its first “megaquake” advisory, covering 29 prefectures along Japan's Pacific coast. It is the first such warning under an alert system that was rolled out in 2019 as part of the Japanese government's extended response to the 2011 triple disaster.

PT AirAsia Indonesia Tbk reported another lose making quarter.
So what do you expect for capA?

Aiyoyo Mike-tikus trapped inside jaks for more than a year and now only managed arrange down to RM 0.16 meanwhile I already take profit on Insas-WC how many rounds.

Remember to sell jaks before Q4 result out because Q4 is the quarter Jaks will report many many million of impairment losses on trade and other receivables.

As on Yinson Q4 2024, Q1 2025, and Q1 2026, you will know what is the earning of FPSO Maria Quitéria, FPSO Atlanta and FPSO Agogo. So TA Sifus watch out for the waves.

https://www.yinson.com/offshore-production/
FPSO Maria Quitéria
FPSO Atlanta
FPSO Agogo

Aiyoyo Mike-tikus can't different between Yinson and Armada.

By the way bought back Insas-WC at 0.225 for 30% gain will be abt 29.5 sen.

I am a trader, aim for 30% gain or just for a free bintang beer and lobster.

Unlike Mike-tikus trapped at jaks for more than a year now.

As of Yinson need to wait for 3 addition FPSO incomes to see how many waves it can generate in the next 2 years.

You can look into pantech chart for the past 2 years and see how wany waves?

Repost
Aiyoyo Mike-tikus,
Jaks revenue of RM 14,217,000 not even enough to cover Other Operating, Administrative Expenses RM (15,997,000) what more Finance cost RM (8,054,000). So chamloh next year another PP or RI?


Quarter Quarter
ended ended
31-Mar-2024 31-Mar-2023
RM'000 RM'000
Revenue 14,217 14,160 1
Cost of Sales (15,336) (13,337)
Gross Profit (1,119) 823
Other Operating Income 510 489
Selling and Distribution expenses
Other Operating, Administrative Expenses (15,997) (14,875)
Operating Loss before finance cost (16,606) (13,563)
Finance cost (8,054) (5,723)
Operating Loss after finance cost (24,660) (19,286)

Aiyoyo Mike-tikus,
Jaks revenue of RM 14,217,000 not even enough to cover Other Operating, Administrative Expenses RM (15,997,000) what more Finance cost RM (8,054,000). So chamloh next year another PP or RI?


Quarter Quarter
ended ended
31-Mar-2024 31-Mar-2023
RM'000 RM'000
Revenue 14,217 14,160 1
Cost of Sales (15,336) (13,337)
Gross Profit (1,119) 823
Other Operating Income 510 489
Selling and Distribution expenses
Other Operating, Administrative Expenses (15,997) (14,875)
Operating Loss before finance cost (16,606) (13,563)
Finance cost (8,054) (5,723)
Operating Loss after finance cost (24,660) (19,286)

Ok.
Jayatiasa, Insas, Pantech and Yinson.

Sorry cut and paste the wrong months ended date previosly.
Correction
9 months ended 9 months ended
31/03/2024 31/03/2023
RM'000 RM'000
Cash Flows from Operating Activities
Profit before taxation 175,528 128,461
Adjustments for:
Depreciation and amortisation 103,583 101,506
Fair value changes in biological assets 0 31,191 8,979
Interest expenses 14,310 17,421
Interest income (6,766) (3,225)
Net loss/(from) on disposal of property, plant and equipment 5,723 (1,427)
Property, plant and equipment written off - 1,915
Operating cash flows before working capital changes 323,569 253,630
Net change in current assets (22,092) 16,524
Net change in current liabilities 3,590 (40,428)
Cash flows from operations 305,067 229,726
Interest received 6,766 3,217
Interest paid (14,310) (17,421)
Income taxes paid, net of refund (15,324) (11,855)
Net cash flows from operating activities 282,199 203,667

Aiyoyo Mike-tikus TA seafood can only talk about point 1,2,3 and 4 when other TA Sifus talk about:
Elliott Wave theory
Candlesticks
Head and Shoulders
Top Formation
Bear/Bull Confirmed Status
Bear/Bull Trap
Breakout and etc.

Just a word of caution.
At current stage YTLpower is too dependent on profit from power generation.
Water & Sewerage, Telecommunications still lose making and Data Center still unknow how profitable it will be but the investment cost is huge.

So invest at you own risk.

We expect YTLP Seraya’s earnings to decline to RM3.2bil in FY25F from RM3.8bil in FY24E. We believe that operating profit margins would ease in FY25F as gas contracts renewed will be at higher costs.

Also, USEP (Uniformed Singapore Energy Prices) have fallen after surging during the Ukraine War in 2022. According to the EMA (Energy Market Authority of Singapore), average USEP was S$186/MWh in FYE6/24 vs. S$288/MWh in FYE6/23. YTLP Seraya recorded a pre-tax profit margin of 26.1% in 9MFY24 vs. 12.7% in 9MFY23.

Jayatiasa for below RM 1.00 it was a steal.

Any impairment of biological assets will effect the PBT and thus pay less income tax.
But the beauty of impairment of biological assets is the sum is added back in cash flow from operating activities.


31.12.2023 31.12.2022
RM'000 RM'000
Cash Flows from Operating Activities
Profit before taxation 175,528 128,461
Adjustments for:
Depreciation and amortisation 103,583 101,506
Fair value changes in biological assets 31,191 8,979
Interest expenses 14,310 17,421
Interest income (6,766) (3,225)
Net loss/(from) on disposal of property, plant and equipment 5,723 (1,427)
Property, plant and equipment written off - 1,915
Operating cash flows before working capital changes 323,569 253,630
Net change in current assets (22,092) 16,524
Net change in current liabilities 3,590 (40,428)
Cash flows from operations 305,067 229,726
Interest received 6,766 3,217
Interest paid (14,310) (17,421)
Income taxes paid, net of refund (15,324) (11,855)
Net cash flows from operating activities 282,199 203,667

The problem is why almost all IBs analyst give a TP of 5.44-7.45?
Mike-tikus can answer?

Open Price Target Price Upside/Downside Price Call Source
19/07/2024 4.80 6.25 +1.45 (30.21%) BUY AmInvest
18/07/2024 4.93 6.68 +1.75 (35.50%) BUY RHB-OSK
18/07/2024 4.93 7.45 +2.52 (51.12%) BUY HLG
12/07/2024 5.15 5.44 +0.29 (5.63%) HOLD KENANGA
02/07/2024 4.90 6.35 +1.45 (29.59%) BUY TA

Mike-tikus,
Mind telling what will be jaks quarter end 31/6/2024 will look like?

By the way jayatiasa already in net cash position as at quarter end 31/3/2024
RM'000
Cash and cash equivalents 270,371
Current Liabilities
Loans and borrowings 56,293
Non-current Liabilities -
Loans and borrowings 185,867

Genine holding in jayatiasa is now: 60,146,264 6.21%

Date of Change Type Number of Shares
25-Jul-2024 Disposed 600,000
Registered Name Genine Chain Limited
Nature of Interest Direct Interest
Nature of Interest Direct Interest
Shares Ordinary Shares
Reason Disposal through open market
Total no of securities after change
Direct (units) 60,146,264
Direct (%) 6.21
Indirect (units) 0
Indirect (%) 0.00
Total (units) 60,146,264
Total (%) 6.21
Date of Notice 26-Jul-2024

By month end will know what will be the PBT and dividend for quarter end 31/6/2024.
Expecting PBT of 40-50 million and another 2.5 sen dividend.

JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of July 2024 as follows:


Product Production
Fresh Fruit Bunches 101,601 metric tonnes
Crude Palm Oil 20,558 metric tonnes
Palm Kernel 4,693 metric tonnes
Logs 8,976 cubic metres


This announcement is dated 9 August 2024.

Why set the horizon for next decade when I not even know what will I have for a dinner? So I settle for a trader aim for 30% gain or just for a free bintang beer and lobster.

Just trade for fun and collecting dividend.

Me, more like a q to q earning predictor am busy buying those stocks that I think will report a good quarter end 31/6/2024.

So will know whether my prediction is correct or no before this month end.

For some money is just a figure. So for investor like Philip to be right is more important.
As for trader like me a 30% win is good enough for me to take profit.

Today bought some Insas-WC at 0.225.

i3's most famous and number 1 quarter predictor is davidtslim.
Wonder how is he doing now?

Aiyoyo,
Bank refused loan to jaks for the addition 10% JHDP option.
Is this because Jaks insiders had been monitoring n controlling the Gearing Ratio in a Healthy Level?

So to become more healthy next year another round of PP or RI?

TA help but can a TA predict market sudden drop like the last few days.

By the way this author quote a "Classic 5 waves done. And anticipating corrective wave kicking in. Looking at 2.50 area."

If he is so good then shouldn't he come up with this Classic 5 waves when the price is at wave 2 to anticipate wave 5?

Many investor here are very lucky to have a net worth of million even in RM term.

It is a lot of money many Malaysians (those fresh graduate that just start working and in net debt of study loan) can only dream of.

By the way no need to blame OTB, he has many subscribers and he need to come out with stocks recommendation for his subscribers.

You can always fit a story into a TA because it is history.

Remember price will go up if earning going up and price will drop if earning dropping.

So in order to make money in stock market you need to study what factors (internal and external) that will cause earning to go up or go down.

If only TA can foretold a stock price trend then everyone will be a multimillionaire by now.
So are you a multimillionaire?

Glove stock price continue going up during covid because of earning continue going up. Post covid price continue droping because of earning continue droping till negative because of China excess capacity coming into market.

It is just a simple logic as ABC nothing to do with fortune telling TA but everything to do with earning growth or earning collapsing.

Is investing a qualitative game?
Are you prepare to pay RM2.60, based on its 3-year average pre-Covid forward PE of 27x, pegged to CY26F EPS of 9.6sen?

Precovid Harta is growth stock so deserved a PE of 27x. Post covid it is survival of the fittest:

"BIMB Securities said it remains concerned about the broader rubber glove industry's recovery to pre-Covid levels.
This includes structural issues, particularly the oversupply resulting from massive production by Chinese manufacturers that continue to pose significant challenges"

KUALA LUMPUR (Aug 7): BIMB Securities has upgraded Hartalega Holdings Bhd (KL:HARTA) to a “hold” recommendation with a target price (TP) of RM2.60 after recent declines in the stock.

"Due to the recent decline in share price, we have upgraded Hartalega to a hold call from a sell, with an unchanged TP of RM2.60, based on its 3-year average pre-Covid forward PE of 27x, pegged to CY26F EPS of 9.6sen.," it said in a note on Wednesday.

This after Hartalega's 1QFY2025 core profit after tax and minority interest of RM31.9 million met its in-house expectations, accounting for 23.1% of BIMB Securities’ full-year forecast, but short of market estimates at 16.3%.

"We make no changes to FY25-27F earnings forecast," it added.

The research house said Hartalega is expected to sustain positive earnings driven by improved sales volumes and higher utilisation rates.

However, it noted that the rubber glove industry's recovery to pre-Covid levels faces hurdles due to structural issues and oversupply from Chinese manufacturers.

"We expect its earnings to return to pre-Covid level only in FY27/28F onwards

https://klse.i3investor.com/blogs/Sslee_blog/2023-06-13-story-h-267899357-i3admin_pleasae_take_action_on_Mikecyc_abusive_and_cyber_sexual_harassm.jsp

Is that Mike-tikus end up in jail?

Repost:

Mike-tikus is very good at name-dropping to get attention and then name calling others as con.

He just picked on Dragon328 for attetion seeking and Mike-tikus is financial illiterate. He can't even present any figures and facts. He is only good at cut and paste and not even understand what he post.

You can read what figures and facts did he posted to promote penny stocks Jaks and Priva.

EPS of 0.94 sen and dividend of 0.35 sen.
Is that a good result?

At RM 2.65 are you paying for the future earning by year XXXX?
With RM strengthen will it erode the profit margin?

Today did not pick up any stock.
By afternoon discount sales over. Need to wait for another day.

Aiyoyo,
Mike-tikus FA cannot pakai (false facts and figures or just pure gibberish) and his TA point 1,2,3 and 4. I do not know what is he trying to say?

Is Ytlpower or Jaks is now Swing Swing, down trend or up trend?

Aiyoyo Mike-tikus did you flag drangon328 post?
Below from dragon328 on PE comparison dated jul 25.

Posted by dragon328 > Jul 25, 2024 3:48 PM | Report Abuse

YTL Power remains as the cheapest utility stock in Bursa. This is confirmed by a CIMB report dated 12th July 2024 after its site visit to Wessex UK.

The report states that YTLPower was trading at 13x PER of FY2024 earnings when YTLP share price was at RM5.15 then. Now at RM4.70+, YTLP is trading at just 11.7x PER of FY2024 earnings.

In comparison, the report states that Tenaga was trading at 22.9x PER, PetGas at 19.1x and Malakoff at 16.6x FY24 earnings

Buy from others and sell to others is call trading.
But if you produce (raw mat) and manufacture in Malaysia, cost in RM and export to others in USD that is call export oriented economy and not a pure trading economy.

Aiyoyo Mike-tikus only know blowwater point 1,2,3 and 4 and dare to call himself TA seafood.

What is Jaks point 1,2 3 and 4 now?

Aiyoyo, this Mike-tikus die-die also must dig out all the old jaks' story to promote Jaks in YTLpower forum.

So how much did he trapped inside jaks?
Don't tell me 400 jaks shares for case study like HRC case study.