Fcpo falls, but Spot CPO price still above 4900. If not mistaken, HS Plant never sells forward, but at Spot price. Its net profit margin is 2 nd to Utd Plt at 31%. Next Qtr results should include Dividend, if not price will fall.

R Sawit not in the list ?

Thank God Mikey is not spamming this Forum !!! Anyway, Today, Spot CPO price is Rm 5250 !! as can be verified by Klse Screener. What with Ave Cpo price of 4500 to 5000 for the coming 3 months, EPS will definitely be higher than this Qtr 7.47. !!
Did you all notice the highest Nett Profit Margin to Revenue is by Utd Plt , around 40%, followed by HS Plant and Innovest at 31%. Jaya tiasa is at 26 %, but will definitely be higher next quarter as will be Totally Free of Debts and higher A.S.Price. A good Div will be declared as they have not declared any. So let us hope price will catch up with its NTA of RM 1.50. Definitely a growth share as last Qtr Earnings impeded by Higher Taxation of more then normal 24%.

Coming October result, as per recent Qtr report, sales of 260mil + 116 million will be accounted for . Annualized result as in i3 investor is estd Eps of 100 sen, , meaning a PE ratio of 1.3X !! With that amount of land sales, Estd Net profit for the 3 rd Qtr can be around 150 million. That is why Chairman says- this yr ending Jan 2025 will the most Fantastic result for the Group. !! Hope will give Bumper Dividend as they are not Stingy as can be seen in giving Extra Div for KMLoong, sister company. By then price will exceed Rm 1.50, price before Split of 2 for 1. Still don't know why this Share is Overlooked by most Investors !!! Can be a profitable share what with Industrial land sales and property deelopment ,- Apartments near the Johore RTS!!!

Fwd CPO price above RM 5k due to difficulty in harvesting due to continuous heavy rain. It is already a cash cow, so will follow Innovest hopefully to declare dividends every quarter. Should not be a problem as Free Cash Flow last year was 360 million, and this was based on CPO price of Rm 3771 as stated in Annual Report. Imagine what RM 5000 can do to the CashFlow !!!! Target Price of Rm 1.45 by most Investment Banks is realistic.

SsLee, have you received reply from JTiasa.? Thanks.

Jaya Tiasa has a rosy future ahead as outlined in its latest Annual report. Nett Cash Company, all Palms are matured, Free Cash Flow of over 300 million /year !! Eps of 13.3 cents only based on Ave CPO price of RM 3771/ ton, and due to higher Taxation. Hope SsLee got all the answers to his questions. Important is Yield/ Hectare and Production Cost / Ton. Diesel price not affected as it is still subsidised in Sarawak.

JTiasa AGM is on today. 2024 Annual Report reveals lots of things. It is a Nett Cash Company!! Retained Earnings of 528 million. Last years Eps of 13.3 affected by Deferred Tax, as taxation was higher. Operating Cash Flow like what SSLee of i3 investor mentioned is over 300million every year, 2024 was 361 mil, from All the 68, 569 Hectares, of Matured Palm Trees.. As at 30/6, Cash was 283 million, with Nett Tangible Assets of Rm 1.52. Profit b4 tax was 200 million, based on Average of Rm3,771/ ton. Coming year profits will be better as CPO price is higher, touching RM 5000+ in November. Will it be like KLK later on as it is now a cash cow, and churning over 200 million profit before Tax every year !!!

Hi, SSLee. Just received JTiasa Annual Report. After going through, several points missing. Didn t give Tree Profile, i.e. Age of Trees for Total Area. No mention of Production Cost, or Yield per Hectare. Is there any slides/ Presentatio on Year End Report as they use to give presentation of their result every quarter. Hope coming quarter result in a few days will be good.

Had anxious moments when price fell below RM3 from Rm 4.27. Thank God now recovered a bit. Jepun confident it will hit Rm6, lets hope it is true. For Ranhill to touch RM 5, notice it struggles at around 1.30 area. Anyway YtlPower still in Doldrums while VsTecs has recovered steadily. Will it, VsTecs go up when NVidia goes up ?

Now, pullback, before resuming Uptrend ? Hope will go to RM 1.50 , adjusted price after the 2 to 1 Split. Same owner with KMLoong, and if you notice, KMLoong is on Uptrend and gave further dividend of 5 sen. So hope in Dec when quarter results out, will give another big Dividend, maybe 6 sen again ??

Among some Plantation shares, value is found in TSH, and JTiasa, all depressed by Investment Banks so as not to lose money due to their Call Warrants. Imagine with CPO touching 5k, the call is still - NEUTRAL !!! JTiasa would have greatly improved results this quarter. !! After Rm 1.30, call warrant CT will go up by leaps and bound as ratio is 1 to 1 !!

Present price is too damn cheap if you consider all the Fundamentals. Operator is very smart, always push down the share tho with very good news for a couple of weeks. Then after shaking out weak holders, will suddenly push up the shares. After this, will again push down the share. A look at the Charts will show this pattern. CEO already said this year will be the BEST year for Crescendo. Hope will recover to RM 1.50, i.e. before the Share split and Dividend of 6 sen.

Yes, let s hope price will go up as it is the Cheapest Utility Share, maybe in Asia, in terms of PE. As Dragon 328 mentioned, many good things coming. MACC investigation will take a long time and it is difficult to prove after a long time. Meanwhile the land they bought at Kulai and Ranhill price is over the 99 sen they paid, resulting in Tremendous Extra Profit. Hope it can recover to above RM 4 for a start.

All time low touches 30 sen. Next year performance hopefully better due to Trans Grid Venture, using Fibre Optics to transmit Data from the many Data Centres. and Money lending license. Eddie Ong lying low. ?

Calvin is just sharing what he knows. So far many has gained from his Free sharing especially on BPlant, Tanah Makmur, etc . He gave warning on Glove shares, but many dont believe it, till RM 15 drops to below Rm 1. Like Heng Yuan from RM 18 to Rm 2, we wont know the future tho many said profit in Billions.

What happen sudden drop. Is it cos of increasing receivables ?

Will there be contagion effect on Notion from GTronic fall ?

Ksl no doubt has high Eps, high NTA. Why, oh Why, their BOD disregard Share Holders ? For a very long, long time, not a single Dividend Declared all these years . !!!!!

Jcy non stop drop, maybe due to Esos selling. Moreover, no of share holders larger than Notion. Dufu another Hdd player going down. Seems Notion may start to rebound as today price up. At least Notion PE is positive as Jcy is still cumulative .Negative earnings. Fundamentally, Notion better than Jcy based on recent Quarter result.

Late in reporting Quarter result However usually Q4 results are good. Most Plantation shares results are out and they quote higher CPO price and increased FFB production during Q2 period of the year. Hope they will declare dividends since company is cash rich.

Agree, very stringy to shareholders but not to the Directors. Even at RM 1, did not consider this share due to NO Dividends Paid all these years. !!!!

Wonder why no support for this share. ?

Surprised that it fell to this low level since offers AWS, plus others which should give higher price justification. Normally well supported, can be due to margin call or forced selling. Natsuko, comments please ?

Like YtlPower, can it be price goes lower due to ESOS holder selling ? Anyway, results will show what is going on with the company situated at Johor. As its main product is HDD for Data Centers, its potential and prospect is bright.

Rm 8.7 mil Net Profit for Q2, half of last year. Eps of only 0.9 cents, compared to last quarter, with low ROE of 1.8%, and Estimated year PE of 10X. EPF also no longer substantial share holder. Is it worth taking the risk, how low can it go ?

Not so good result as expected, 15 mil net compared to Natsuko s estimate of 25 mil. Net profit margin of only 2 % which is quite low.

Natsuko, can give pointers why Vstecs supported at RM 4, now went lower and normally will rebound, but has not happen yet. Good to Average down ?

Will coming results be good ? Good Dividend declared ?

I would say cheapest property share will be - Crescendo, based on PE. It s potential is Enormous as it is doing Industrial, Commercial and Apartments at strategic locations. After selling land for Huge profit, it still have lots of land for other Development. Do check it out. It is good if Investors dont consider Shares that NEVER give any Dividends at all for all the years !!

KSL, a company that dont bother with Investors. It has not given Any Dividend at All !!, in all the years. Compare with Crescendo. Very high Earnings per share of over RM 1/ just for One Quarter. !! Profit was more than normal 10 years of operation. Recently gave 18 cents per share Dividend. Now, giving Bonus of 2 for 1. With 700 over millions worth of sales and enormous profit, this September, will give very good Dividend as can be seen from KMLoong the plantation company with same owner. Still have lots of land in Johor for Development, for Industrial and Commercial, including developments near RTS center. Sure sell like hot cakes. !!!

Waiting for break out soon. Chart Pattern shows after down for few days, it will go up with Higher low and Higher Highs. Anyway has great potential due to AWS, Starlink, and etc.

Very superb results did not move the price. Only Bonus, Split moved prices up. !! Anyway hope it will move up to RM 5.50 due to enormous profit received from land sales and property development near RTS, and potential big Dividends coming.!!

TSH CPO production for April, May and June is - 17k ton, 18k ton, 17k ton as reported in the Star. For ease of calculation, totals 50,000 ton of Palm Oil at 3,800 ton. Revenue is 190 mil, excluding Palm Kernel Oil. Assuming Net Profit Margin of 15%, very conservative, Net Profit is 29 mil plus, equates to Eps of 2 cents, without imputing lower Fertilizer cost, and not counting Palm Kernel Oil profit. Actual profit will definitely be more. How does this justify a price of RM 1/, when NTA is around RM 1.50 , and potentially getting 220 million soon ?

Most Research House gave TP of over RM 6. PE is low for a Utility company. Morover, the Kulai land it bought has already appreciated twice in value. Even Ranhill water which they bought at 99 cents has gone higher in value. Its Data Center will be operational soon and starts to contribute to profit. Its co- operation with Nvidia is definitely a plus point for YtlPower, besides its many power plants in Jordan, Singapore and Indonesia. Coming result can be a surprise to many.

Bimb research TP for Hibiscus is RM 3.40.!!! Continuous Dividend given out every quarter at 2 cents each. High NTA and production is increasing. Further more, Brent Price quite stable at over USD 80/ boe. An undervalued share based on low PE and coming increased EPS.

Dufu s main production is HDD compared to Notion which has other products besides HDD , like ABS for cars, Camera Parts, Masks, etc. There is more movement at the Factory and it is busier than usual shipping out their plroducts. So, coming results will be a lot better.

No news of Genine Chain selling, is GOOD news. !! Chart shows Price has crossed the 20 day moving average which is also good. Even JTiasa CT call warrants have moved from 10 to 12 cents . Expires in Jan 25, 1 : 1, Ex Price of RM 1.30, which is only 16 cents away. Many have bought the Call Warrant at 30 cents earlier. Coming August result will be better than last qtr as it is a much higher production season.

JTiasa affected by Genine Chain Hong Kong Selling, probably cos affected by China s economy . Past qtr results affected by low production. Coming Qtr results in August should be better. The Call Warrant CT at 1 to 1, and Ex Price of RM 1.30, expiring on Jan 2024 can be considered as it is at a very low price. Most buyers bought at a price close to 30 cents. !!

What seems to ail this Company. ? Upstream business should be good as Brent is at a high price. Should do a buy back exercise like Crescendo so price can be at a fair price. An undervalued share.

Probably many not aware of what Hex Cap/ Opcom is doing. Optical Fibres are impt for Data Transmission by the many Data Centres. Also it has a stake in Transgrid where TNB has allocated 90 million for it. Matter of time before people realize its potential as there are very few Optical Fibre producers.

Very low price for a major CPO producer, as price has crossed a major hurdle at RM 4000,/ tonne. Major insider buying millions. With management revamped following JTiasa style, production and thus efficiency will be improved This should result in a re-rating by investors.

Crude Oil Price moving up to USD 87 /boe. Hibiscus cost of Production is very !!! much lower due to their higher production from newer fields. Insiders buying shows it is worth to buy. Very low PE and high NTA, yet price only slowly coming up !!!

FCPO already more than 4k !! Production of FFB will be more, so profit should be more. Inv Bank should be overweight especially on TSH that was languishing for nearly 2 years at less than RM 1.40.

Share hardly move though many positive news !! Now Brent has already moved up, to US 86, but price in the Doldrums !!

Shorties purposely create fear. JCY produces only HDD and SDD and will benefit greatly from all the Data Centers being set up, compared to Notion that makes other products. Its a good share to make profit from booming Data Centres throughout Malaysia.

Manipulators purposely sell down to create anxiety. If you notice the charts, one day up, next day, shorties will push down price. With very good quarter result going to be announced very, very soon, Good price to buy as it is undervalued. For qtr 1, ending 30/4 /2024 , Annual Report stated they have already received more than 300 million on no of shares of 280 million only !! So price will definitely shoot up when Eps is very high, maybe above RM1, and declares Hefty Dividend as what they did recently giving 18 cents. Many have bought at RM 3.80 and holding for the good News !!! Crescendo has 2,500 over acres being developed as in their Annual Report. !!! Buy and dont sell . TP is above RM 4/.

Naysayers saying nonsense to create panic and anxiety For all you know they want to collect cheap tickets. Hex Cap has many good things going on. Good to collect at this price.

For RM 420, gets 60 rgt in dividend. 60/420 or 100/7 is 15% Div Yield !! Higher than FD and EPF !! Dont have to wait 1 year somemore !! More to come !!

Market Makers deliberately push down this share. How else can you explain a good fundamental company going down in price ? Eps is 60 cents !!. Price Earnings Ratio is 4X !! Net Tangible Assets is 3.77, increased from 1.42. Dividends paid every quarter. Estd Div Yield can be above 4% if Company gave 4 cents Final Div due to very good results. Good prospects with higher Oil Production, Higher Brent price of 85 Usd, and also Eps with latest acquisition of Brunei Oil fields. Conclusion - Very undervalued Share !!