Huge volume traded yesterday. Many short term TA players wanted fast money and bet Jtiasa for short term. Cuci on Friday again.

Hey, this is Jtiasa thread. Promotion for other counters are not wellcome.

Malaysia gdp per capita worth US 3.5k in 1993 and peaked at US 11k in 2014. It has been 10 years our gdp per capita remains at this level. Big domestic consumer products depends on gdp per capita.

3i, Don't play fire with Nestle now. Malaysia boycott Nestle and EPF may have to heed government hidden order reducing its stakes.

3i, Don't make me laugh. One up and one down. In the end, i would have eaten peanut during my full time investing/trader career for the last 10 years.

3i. Be patient. Here's Jtiasa thread.

The best timing of investing in Dlady and Nestle in 1993. If i were follow you to invest full time in Dlady & Nestle in 2014, i would have gone Holland already. Wakaka

1993? Few centuries ago. That's why we said you were lucky.... i just came out from SPM earned RM 500/ month nia. Lol

I don't know how to apply the theories of famous gurus in investment in upstream plantation segment.

I simply know keeping track of FFB production of all the companies, CPO and soy oil prices, gearing level, area mature and immature, the location of the lands, the palm industry trend for Malaysia & Indonesia.... I found my own theory or SOP of making money in the market.

Read and listen 100 times also doesn't help much until put the other people theories into practice. I love nike slogon ' just do it' to get the experience and keep learning and fine tuning until it becomes our best model (or a SOP) of making money in stock market.

There are a series of ego protection emerged ie ' i can not be wrong since i have done so deep and so much homework for this company '. ' this is only 20% of my portfolio'. ' i invest for dividend.' ' i don't depend of stock market to make a living.' ...there are countless of reasons talking in the mind refusing to admit wrong and engage a fine tuning exercise.

The opposite is obssesed with positive perception. The attachment in emotion is so strong that resulting our mind looking for every positive news or slim chance of positive outcome to get a relief from fears of detachment. That's how it blocking investors from thinking rationallly and reluctant to cut loss.

Overcoming negative perception is almost the biggest obstacles in this profession. It involves strong personal dislike emotion or fears due to unwellcome past experiences. If we can overcome it then the rewards are very fruitful and beyond the expectation.

3i could be relying on dividend income to support his life and he was lucky. We, traders, started with a small capital and have to work very very hard to understanding the business of the company or an industry. Market keeps changing and repeating.

I could be wrong. It would be more tension to keep high egoism intact all the times...very fragile wor.

What's wrong to me turning from the Jtiasa opponent camp to big supporter now. Nothing wrong! If not, how am to make money consistently in stock market.

It could be making money is not important to you in the share market. You don't depend on trading profit to make a living or not your main source of income. Therefore, you are being so relax able to keep your high egoism. Hahaha

You still keep your high ego of Dlady jumped off from 70 floors until 27 floors?

Of course, my ego is shaken when Jtiasa returned gradually to norm with the signs of huge reduction in borrowings. Therefore, i don't even care how i bashed Jtiasa with negative comments base on facts last time. Jtiasa has changed, therefore, i change. That's how i would earn big in Jtiasa. Mana ego saya? Lol

We compare Jtiasa peers in Sarawak, ie TAAN, swkplnt & SOP. Some people make a comparison with Inno & Hsplnt in Sabah and move further to TSH in Kalimantan. Hahaha

Is it we call it being positive attitude in protecting high egoism? Never admit you are wrong call in Dlady.

Protecting your precious ego lagi? Dlady jumped down from 70 floors to 27 floors now. Lol

We are trying to making a more sensible comparison with its nearest peers in upstream business in Sarawak. If you claim Utdplnt is good then i would say Nvidia is much better.

Utdplnt involve more in refineries business, not a pure upstream player. Jtiasa is a pure upstream player. How to make a comparison? Why not you take Utdplnt compare with Dlady and Nestle?

You think so easy to make money through discovering the gem in KLSE merely with ROI, PER, NAV...haha.

Gosh! NAV to measure the value of upstream plantation company. Why not use NAV for Dlady and Nestle? It's entirely different industry. Please work harder to understand our plantation industry.

Jtiasa did not worth at such price before 2023 mainly due to unproductive FFB and high gearing. The share price would gradually move up until to trade on par with its peers once above negative factors has been ironned out.

We had an argument in i3 for Jtiasa thread in 2014 when promotion in full swing. Base on the operation in 2014, Jtiasa did worth at such price.

I still recalled an invitation of wagyu lunch. Luckily, i didn't go for the free lunch. It's a very expensive lesson to some people.

Jtiasa up 100% from 70 sen in 6 months. Therefore, It's overvalued base on the above facts (price movement). I would expect this statement come out from a novice only.

Don't make me laugh of being ...when Jtiasa turn into JtiaDa during the price correction. We have been in i3 for more than 10 years seeing things up and down.

It's simple to do benchmarking the upstream plantation within its peers with the combination of valuation market cap per hectare (or replanting costs), gearing level, P/E ratio and dividend yield.

I come here to learn and making money and not toying ego.

3i is stucked in denial stage. Share price up from 70 cents to 1.4 now after you keep putting out the hot fire with cold water. Stuck in ego problem ke? We will see Jtiasa to trade above 2.0 within 6 months.

Jtiasa is merely catching up slowly with its peers valuation. It remains far to reach on par with them. Vroom!

Similar pattern again since 90 cents. Can we overcome our fear? Hahaha

Cuci for 5 working days. Done?

Jaya Tiada again. Lol

Jtiasa, the current price, reminds me of wagyu story years ago.

Benchmarking is a yardstick to predict the fair price. But, of course, people like i think, i guess to avoid trouble of cracking head or learning further.

I was one of the biggest critic in Jtiasa when the company were reported very sluggished performance and high debt. Now, We must admit that things (facts) had changed fundamentally supported with strong balance sheet (net cash in bank) and profits from the operations.

Keep dragging out old stories proving you are right rather than focus in making money from turnaround scenario? Very smart but do you know how your past experiences and perceptions tricking you? One final question. Are you living 'NOW'?

Finally, Jtiasa has turned into a net cash company. The company can save another RM 20m in interest expense from paying off all loans or earn interest from the banks on its excess cash.

PAT is almost 50m and up to my expectation but i did not expect any impairment Biological Assets losses. Excellent QR.

Not enough catalyst to move the entire sector since CPO remains about RM 4k.

PAT 50 million is good enough in upcoming annoucement. Big boys don't like short term traders in Jtiasa.

Jtiasa's FFB production for Jan 2024 is the highest for Jan in the last 10 years. Haha

Price up 90% after 6 months. Adding another 60% from the current level in next 6 months.

Benchmark with market Cap of SOP is sufficient to fetch the FV of Jtiasa since both companies owned similar size of planted lands in Sarawak. Ignore TAAN.

If the market cap of SOP and TAAN increase by 20% from the existing level, FV of Jtiasa would be ,obviously, up by another 20%.

It depends on Mr Market and always benchmarking the market valuation of SOP and TAAN.