Net profit margin would be gradually recovered to the industry norm 10% from 6% existing level. It won't drag for long time since LHDN is keeping an eye on the transfer pricing policies. Haha

Indonesia to implement B40 palm oil biodiesel on Jan 1, 2025, official says

https://www.thestar.com.my/business/business-news/2024/08/22/indonesia-to-implement-b40-palm-oil-biodiesel-on-jan-1-2025-official-says

In average, 40% (Intercompany purchases/Revenue) of the materials is purchased from overseas (monther company) in Holand.

One off costs for relocation and dismentling of old factory is expected to incur for 3rd Qtr 24 Qtr and 4th Qtr 24. Better earnings due to RM strengthing against US will be reflected in 4th Qtr 24 for offseting final one off costs.

Read carefully in Note 12 first. kikiki

Market plays yo-yo games until many short term players run for life. Haha

USD against RM dropped to 4.38 today. Expect gross margin would be much better in 4th Quarter QR.

Malaysia would launch anti-dumping duty against dumpers in 2025. Philippines is another serious bleeding operation without ptotection of anti-dumping.

Jaya Tiada until QR is out. ha ha

Price is sliding slowly. 28 please.

Genine is merely a scarecrow at this price. Sell more please.

Johor Plantation will list its shares at market cap RM 2.1 billion or RM 37k per planted hectare for 55,900 planted lands. The pricing is similar to MKH.

Fair value of Jtiasa is between 2.2 to 2.6 to enter the Sarawak plantation valuation ranging from market cap RM 30k per planted hectare (excluding old trees) to RM 36k per hectare. Currently, Jtiasa and WTK are traded exactly market cap RM 15.5k per hectare. Haha.

FFB production is recovering. Expect FFB production around 80k m/t for May 24.

Don't need to trade PER 45x on par with FFB. It's good enough to trail Nestle PER 44.5x. Lol

Dlady is heading to PER 40x? Haha

Yspsah has been all the while being the lowest valuation company against its peers like Ahealth & Dpharma.

We will know the utilization of the factory by next year. The old factory would have certainly reached bottleneck judging from the decades without a leap in capacity expansion. Dlady could purchase substantial portion of its finished goods from the related companies for selling locally.

Uptrend now. Parked part of the funds here and waiting for the new factory in operation.

Low volumn today. I thought big boys wanted to collect more cheap tickets from breaking MA 200. Lol

Of course, cannot follow cause you don't have the will to make money from JayaTiada in the next 6 months.

Keep it down! waiting at 1.01 tomorrow.

Close eyes and snapping up Jtiasa at market cap RM 15k per hectare. TP remains 2.2 by year end while waiting for FFB production recovering gradually.

High production costs are more likely related to additional fertilizer for newly acquired planted lands 7,000 hectares. The disposer was obviously omitted fertilizer application before disposal taken place. The remainings could be fat bonus to the production workers and staffs during CNY. Not a big deal for the company generated 282 million cash inflow in 9 months.

FFB production is quite volitile for Sarawak planters. The gap between low and peak quarter could be as high as 80% from the lowest like what it shows in 1st Qtr.

Price is dropping like no tomorrow flushing out weak holders. Time to add more. QR is acceptable as the FFB production was merely 10% higher than quarter 2023. Excluding RM 3 million biological losses, palm oil segment Operating Profit increased to 31.4m from 26.4m previously.

Another coincidence again, TAAN, SOP, MKHOP, TSH, NSOP are all traded at market cap RM 37k per hectare. lol

Currently, both Jtiasa and WTK are traded at market cap RM 16.3k per hectare. What a coincidence! hahaha

M ready to collect 1.1 tomorrow. Look at WTK, share price remains 51 cents after reporting a sluggish QR.

QR is below expectation. Tomorrow 1.13?

Potential of leap in revenue growth until 2027 with the medical beds capacity 554 units. TMC has added 80 medical bed in 2024 and follow by 80 units each for year 2025 and 2026.

With the existing 314 medical beds, the hospital segment generated RM 82 million in a quarter. TMC would increase quantity of bed to 394 (in Kota Damansara) by Jun 2024. Expect revenue up by RM 20 million per quarter for extra 80 beds.

Price did not react much to the 2nd letter to the suspended CEO. It looks good.

Jumping Tikus has been roaming for the last 2 months. When will Jumping Tiger wake up?

The management doesn't give any details of oneoff costs in the annual report 2023. Is it costs of rellocation factory?

Pav reit is traded at DY 6.7% and nearly on par with Clmt. Attractive DY! Which one is more popular to tourists between Pavillion and TRX?

Low volume traded. Short term traders don't interested or scare in this unpredictable price trend stock?

Jtiasa would be the beneficiary of no CPO price rally. It is the re-rating of Jtiasa to trade on par with peers at this CPO price level.

Many buy shares with margin account. War would sure trigger cut win and margin trimming.

Drop faster please. I am ready for the next batch at 1.13.

Persistent undervalued is mainly due to tiny trade volume or low demand in shares. Look at the trade volume Jtiasa, daily 3m to 9m. Without volume, who dare to buy in bulk quantity to make big bucks. lol

Jtiasa's reputation is not that really bad besides high gearing and used to be unproductive FFB plus over goreng by kyy 10 years ago. Jtiasa got no issues in its accounts.

Analysts purposely keep silence on Jtiasa could fall into 2 extreme scenarios. They either got a hidden agenda or piss off with the company. It is not the right time to launch any promotion activities at this price level. Not even by Sin Chew newspaper, which is owned by Tiong family.

We trust law of attraction in going through the filtration process. Haha

Target 50% returns from Jtiasa in the next 6 to 12 months. Don't hope it would happen in 3 months. Lol

No fast money in Jtiasa. Haha

Good news to Perstima for Malaysia operation.

https://www.mida.gov.my/latest-policy-for-application-on-import-duty-exemptionfor-iron-and-steel-for-the-domestic-market/

No company can beat KSL in term of kiamsiap. Share price flyies anyway.

Jaya Tiasa or Jaya Tiada now? hahaha

Another small turtle quietly climbing hill slowly in steady manner.