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2019-03-12 09:21 | Report Abuse
This is not the time for harvesting as the turnaround is at early stage, it is time for further investing or sitting do nothing to watch the plants multipling!
2019-03-12 09:18 | Report Abuse
From the insider.... Moving forward pccs should be able to growth EPS to 12 cents.
Chan family is fairly optimistic of the business prospect.
2019-03-12 09:09 | Report Abuse
I think 60 cents is a reasonable valuation... Afterall, pccs still with single digit P. E.
2019-03-12 09:07 | Report Abuse
Hopefully... Crossing 50 sents in May 4th week when they announcing another 6KK quarterly profit after tax!!!!
2019-03-12 09:04 | Report Abuse
Next quarter result even better...... Beautiful Pccs!!!
2019-03-06 09:20 | Report Abuse
Don't expect misai pay your cash for privatisation of bj land
2019-03-06 09:19 | Report Abuse
With the issing few more trucks of new share of Bjcorp...the minority bj land shareholder got to sleeping for few more years
2019-03-06 09:16 | Report Abuse
Last call to exit bjland..... Misai will take private with share bjcorp ...
2019-02-28 18:54 | Report Abuse
To retest the year low of 33.5 cents tomorrow ...
2019-02-27 20:27 | Report Abuse
Good turnaround stock... Deserving further attention!
2019-02-27 17:50 | Report Abuse
I think none of us are well versed in all sectors... Able to acknowledge this shortcoming is the foundation to understand risk in investing.
Emotional in stock market is tantamount to commit suicide.....
If you see another company rimbunan hijau sawit from the same group of jayatiasa... Also incurred big loss....apparently.... They're not agood planter but also a bad business runner... Ignore the risk associated with cyclical business like palm oil... How come the company landed with such huge debt when dealing in palm oil businesses???
2019-02-27 17:30 | Report Abuse
When the selling price is about the same.... The lower cost company is a better bet.
Jayatiasa...tutup kedai... Erase from my list.. Sayonara!!
2019-02-27 17:27 | Report Abuse
I studied the details and found out 3 reasons for the difference results between the 2 companies:
1) the poor operating efficiency in plantation management resulted in low yield in jayatiasa. That is the reason tsh with 42k hectar planting is able to match the production of 69k hectar in jayatiasa.
2) Tsh operate in indonesia with lower cost.
3) Timber segment is still operating in red zone
2019-02-27 17:19 | Report Abuse
Tsh is still making rm10kk for this quarter
2019-02-27 17:18 | Report Abuse
As expected... Jayatiasa recorded in red again
In all segments..
Clearly. ...with 69k hectar in prime tree average at 9 years... they are not competitive in palm oil as against tsh with only 42k hectar of similar tree aging profile...
Better.... Cut loss..
2019-02-27 11:05 | Report Abuse
To retest 33.5 cents tomorrow after announcing dissapointed quarterly result today???
2019-02-27 11:01 | Report Abuse
WC have got wrong philosophy in running his business :
- wrong focus in business and trusting the old generals whom have obselete ideas in on-line business model.
I had read the 2018 annual report but just dissapointed to find out he only focus vague idea in growing the top line figures without outlining his concreate core strategy. Obviously, Parkson is lacking in new ideas in conquering e-commerce business and surmounted without the first class executers within the group.
Given that scenario, Worse is yet to come!!!
2019-02-26 19:00 | Report Abuse
Red ocean company in the red ocean industry... The outcome is to retest 24 cents..... Soon after sinking in the red ocean... Below 15 cents... Struggling until 2021...
2019-02-26 18:55 | Report Abuse
Expected the red results in the next 2 years due to excessive capacity in the industry against weak demand... Cut throat pricing will be accelerated from now and onwards..
24 cents is coming...
2019-02-26 18:53 | Report Abuse
Recorded RED rm39 million...
2019-02-26 18:22 | Report Abuse
It is better go to genting bet rather put your hope on red ocean stock!! '
2019-02-26 15:44 | Report Abuse
With layhong losing its growth steam at such high P. E. Ratio and worse still landed in red zone.... The probability go to 30 cents sounded sensible than go to 58 cents.... Simple logic as that...
2019-02-26 15:42 | Report Abuse
You should also consider to write an article... Why should i think layhong will go down to 30 cents....
2019-02-26 15:39 | Report Abuse
Confirmed big red!!!
2019-02-26 11:39 | Report Abuse
Losing 30% is unavoidable in the next several days if you buy now when quarterly report showing RED RED colour!! '
2019-02-26 11:35 | Report Abuse
To retest year low 24 cents....
2019-02-26 11:35 | Report Abuse
Wait and see.... Extremely poor result to be released...... Evergreen, hevea... All in the same trend..... But they still got profit... Unlike mieco... Recorded in big red!!!
2019-02-26 09:21 | Report Abuse
The capacity underutilized experience by the industry is expected to last for another 2-3 years
2019-02-26 09:20 | Report Abuse
To retest 24 cents after quarterly report coming tomorrow.... Recorded bug loss with extremely poor industry outlook
2019-02-26 07:34 | Report Abuse
Rm0. 2 is coming
2019-01-17 14:25 | Report Abuse
Coming..........
2019-01-16 07:36 | Report Abuse
Layhong??? Hmmmmm.....only the blind expect to making money from this management...
2019-01-15 17:58 | Report Abuse
Based on the financial result as of Qtr 3 last year, EPF is in the position to pay at least 6% subject to the approval from MOF.
2019-01-11 09:59 | Report Abuse
sell growth stock QL and asking ppl to buy Hathaway Berkshire of Malaysia that he valued RM10.....He already hold for more than 5 years at cost Rm0. 65.....WHAT A JOKE!!!!
Dr. calvin.... The crab of Bursa!!!
2019-01-10 11:05 | Report Abuse
Retest resistance level RM5. 30 soon
2019-01-08 14:41 | Report Abuse
A lot of shortsellers in this stock.... EPF and controlling shareholder will be in shortly.... Fighting war is imminent... Wow
2019-01-07 12:19 | Report Abuse
All politicians will always in denial mode despite all indicators of economy contraction in place.
A revision in budget is inevitable for 2 Half...
2019-01-03 15:54 | Report Abuse
However, that's not equal to say you can't make money via jayatiasa. The sentiment of the market and the demand and supply would decide.
What i am suggedting is for the long term investment in the plantation sector, others certainly a better choice. The performance of the past 5 years confirmed that.
It's not essy to make money via this stock when cpo trending downward.
2019-01-03 15:47 | Report Abuse
Oh i see. Thanks for your explanation.
In my opinion, the selling price for cpo is the same irrespective the location. Hence, jatatiasa inherited with cost disadvantages. I'm also equally worries about the OER, clear cut.... The low yield per hectar can't allow to compete in the industry
2019-01-03 13:26 | Report Abuse
This is my opinion after studied the past 5 year annual reports of all plantation company in bursa.
Jayatiasa invariably the bottom performance category... and can be caliberated the underlying reasons
2019-01-03 13:23 | Report Abuse
The explained why KLK, IOI, Genting Plantation, Tsh making good ROE and rewarding the shareholder even though their PE is higher... But making great capital gain for investors.
In essence, making money via under value stock can be only realized if the company is well managed and making operating profit constantly.
Jayatiasa is obviously under value if measure from NTA but not on operating performance.. it won't making you great money
2019-01-03 13:16 | Report Abuse
Taan have got exactly similar structure like jayatiasa but making great return in both timber and palm oil businesses as against jayatiasa.
The stock price difference between the two explain the gap as heaven and hell!
If the company can't making money from the active businesses....the minorities shareholder will be at the mercy of the controlling shareholder. Small minorities can't expect concreate return in term of capital gain or dividend but rely on the hope to sell its valuable NTA.
But the ugly reality is the controlling shareholder will do nothing but continue enjoying fat salary packages.
Year after year.... Oppourtunity cost incurred... Small minorities continued its daydreaming..
2019-01-03 13:06 | Report Abuse
If you believe in palm oil future, jayatiasa is not a best bet. Thus, the company hardly making good return to the shareholder for the past 5 years as against it similar peers in the industry.
Anyone who invested in the past 5 years can confirm my observation... Koon yew yin invested since 2013....losing big money.
Fong siling invested since 2017 must be carried paper loss at least 50% based on rm0. 50 cent today!!!
2019-01-03 13:00 | Report Abuse
Although the company is under value at current price ranges, i noticed jayatiasa is not yield efficient as against other planters.
Take for instance, the total planted area has reached 69K hectar with average trees aging at 9 years but barely making small money in last quarter financial result as against the similar peer TSH With similar aging tree profile.
TSH just planted 42K hectar but making great money as against jayatiasa for the same corresponding period. The industry insider said the Operating efficiency for TSH is 23MT per hectar as against 19MT.
All these information derived from the annual report and quarterly report.
Blog: Checklist for Buying Good Companies at Reasonable Prices - investbullbear
2019-03-15 10:13 | Report Abuse
Based on that criteria.... Can't find a single company in bursa....