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 !!

Eddie Ong of Complete Logistics, bought at RM4, went up to 18, then bonus 15 to 1. Then took over Opcom, renamed as Hex Capital, all the Hex group. Something is brewing, or Market Makers is frying the price up. From volume done, worth a try as below high of 50 cents.

Jcy has moved, only Dufu is the slow tortoise yet to move up though it also produces HDD.

Employee share option scheme whereby worker is rewarded for his loyalty by being offered shares normally at a very discounted price based on share price at a certain time. Look at YTLPower ESOS price, given to employee, compare to YtlP share price when allowed to list on KLSE!!!!

Lots of weak holders does not know it is low production period. Production and thus profit will strongly recover as output is seasonal. The Call Warrant CT is extremely low and will pay off when JTiasa price recovers as its ratio is 1 to 1 , and Ex Px is RM 1.30, and still have 8 long months to go !!!

Production has increased due to new discovery. Yet, share price is languishing, and this is not justifiable as it has low PE and pays quarterly dividend. Even C 58 at 2.5 cents is at lowest for year, and those daring enough will be aptly rewarded. Ratio at 2.5:1 and ex px of 2.60 rgt. Expires 30/8, i.e. 3 months away. Price will be up when Brent goes up as it is highly correlated.

Takes time for Company to turn around. Disappointed that R Sawit showed a loss. Price is now at a very low level compared to land acreages it has. Worth keeping for medium term.

9 months eps, around 13 cents. April to June 24 results should be better if you see their past results. From comments in this group, it seems results not that bad as FFB production is at low cycle. Good if Company can give presentation/ comments of their results and give some hope to disappointed investors.

Up, maybe because good results coming out. Inv Banks always chicken out before 4.45, by pulling out sell quote. SC should take note of this as they are supposed to be market maker. Hope results will be very good.

Buy, not run. !! If you see chart pattern, it is always up after a few days of consolidation !!! It never goes down more than half of the days gain, i.e. the long white candle, a bullish sign.

Limit up for Ranhill if higher offer by YTLPower to increase its holding. ? Hopefully YTLPower also goes up. !!

Noticed that most Sarawak Plantation shares have good result- Swk Plt, SOP, so Qtr 3 very good results should be out by 31/5. !! Call Warrants CT with very LONG maturity till next year, 01/25 is selling at its lowest price, even lower than its opening/ initial offer at 17 cents,!!! Ratio 1 to 1, and Exercise price of RM 1.30. There is very high chance that JTiasa will definitely go above RM1.30 during the period before January 2025.!!! Half year already earned 10 cents. Like TSH, it is debt free and trees at peak production with CPO at high price and lower cost of production.

Notion not only does HDD but also others like Masks and Brakes for BMW cars. JCY does HDD only. JCY will do better than Notion just like R Sawit will do better than TDM as Tdm has Hospital units and not pure CPO production.

Why price going down when more sections being opened and no longer free ? Coming Raya Haji another money spinner ? Possible to touch RM 1 ?

Offer at RM 11, yet price went down to 10.18. ???? No logic unless possible revocation as many suggest taken over by Israel linked Company.

Q3 results should be out by 28/5. Half year already 12 cents Eps. This price is undervalued bearing in mind all the positives of JTiasa. Call Warrants CT will be a good buy as it is 1 to 1 ratio, and Expires in January 2025, 8 months to go . JTiasa should be able to climb the RM 1.30 mountain by then. At 19 to 20 cents for CT, it is a very good bargain as many bought at around 30 cents. !!! High leverage of 6 X, as Rm1.20/20.

Hope tie up with N Vidia will boost the share price. As it is after the Limit Up, yo yo up and down till 3.30 from 3.80. Today, Vstecs Statement is very positive on its prospects. Hope it will be like YtlPower, Vroom, Vroom till 4 -5 X, like YtlPower, from RM 1 to RM 5 !!!!!!

Anybody knows when is the AGM for VSTecs ? Wonder so good share, someone is pushing it down to another low price ? Next Limit up possible upon signing with Nvidia ?

No reason for price to drop so much, except for Inv Banks not wishing to pay lots for price difference of Call Warrants CR, expiry date Today !! They have to pay 1.21 - 80 cents or 41 cents for every call warrant CR. JTiasa is almost Debt Free, Palms at Peak Production, Large Acreages, Low Production Cost, estd 2k/ ton , vs CPO of 3.800 selling price. Huge profit margin. !!! Though FFB production is low for Q!/24, Revenue will only be slightly less. I would think this time is the lowest price for JTiasa, and after this it should go up, as Eps/ yr, can touch 25 cents. Taking a conservative PE of 7x, Fair Value should be above RM 1.60

SsLee just disregard those who oppose you like Calvin Tan. Though I made losses in HYRC, I dont blame anyone. As you mentioned Insas has lots of good assets , very very undervalued, but share price difficult to move !! Coming quarter results will be good right, with disposal of some shares ?

Gone up 6 cents from RM 1. More to come. Quarter result out on 28/6, possibly conservative estimate of 7 cents / share. Hope price can go above Rm 1.50 !!

Today write up on Klse Screener, by HLIB. TP of RM 3.20 Half year already earned around 20 cts/ share. New production coming in from Bunga Aster -1, Production will touch 28k, barrels per day by 2025. If we assume Eps for Year at 40 cents, by right it can touch RM 4. Results of Q3 will be out on 24 or 25/ May. It has a net cash of RM 486 mil, and can generate an Earnings Before Interest, Tax, and Depreciation , ebitda of RM 1.3 bil in FY 23.

Patiently waiting for end June, results out. Q1/25, tentative eps of 50cents from land sales profit, on 280 mil shares. Will this case a re rating of Crescendo s price ? Price above RM4 ?

SSlee, JTiasa has a very low PE at present. With Free Cash Flow and almost Debt Free, why is the price going down ? Can it be due to INvestment Bank suppressing call warrants.? You are saying Yinson is good, but with high debts. Even TSH will be Debt Free soon, but price like JTiasa on the way down. Can I have your view on VSTecs and HDD supplier JCY, Dufu, Notion ? Thank You.

Joined in . Redtone also jumped. Saw the Volume very high and price sway from 3.51 to 3.58. Tomorrow another Limit Up.? Bursa will issue UMA ?

limit up as no sellers ? Natsuko, what is immediate Target Price ? Has Redtone any bearing related to news or Starlink ?TQ

For Almost 2 years , prices has been supressed with Neutral Ratings by most INv Banks. Yet TSH fundamentals strong due to low cost of production and High CPO price though production may be lower compared to last quarter. Good time to collect before it goes up due to good dividend due by July, from land sales and a boost from IKN increase in land value.

Drop to RM 1. Good to collect below Rm 1.

Investment Bank pushing to lower price in order not to pay more for Call Warrants CT. Before 13/04 can get cheap JTiasa as price is pushed lower. After this price will go higher as no more big seller. Mind boggling, such good Earnings, yet price is near low price.
Most land at peak yield as plants at optimum age, low cost of production and high CPO price of RM 3900. Conservative EPs will be around 25 cts/ share. AT 1.25, PE is a Crazy 5 X !!!!

For call warrants C 38 buyers, has anyone received the Cash Settlement ? Expiry was on First week of April. Forgot issuer, otherwise could have enquired what happen. Delay because of Hari Raya ? Anyway, since YTlP on uptrend, safe to try a bit of Call Warrants, C 36, C 41.

Just to enquire - Anyone received from Investment Bank, after Expiry of YTLP, C 38, as it expires early April. Normally Call Warrants are Cash Settled after Expiry. Do the Inv Banks still send statements of their calculations on the Amount for settlement ? Up till now have not received cash settlement. !!!

Recent Insider buying shows that there is tremendous potential even though ESOS still given at low price. Their Kulai land value has already gone up a lot for sure.!!

Thanks Goldberg for correcting me. Wow, if only 280 million shares, sure easy to Fry up when there is good Catalyst !! Well aware of their land at Desa Cemerlang, and NCIP, has got tremendous potential. Many not aware of Crescendo as property developer as compared to Mah Sing, Matrix, SP Setia, UemS, etc. Coming Quarter result will sure surprise everyone !!

Ex Div of 70 + 40 cents this Friday, 26/4. Since Utd Plt has very good management, plus High CPO price and low cost of Production, after Ex, possibility price will climb up again to cum dividend price. Results of Q1, which will be very good, will be out soon