kasinathan

kasinathan | Joined since 2018-02-08

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News & Blogs

2019-03-15 10:13 | Report Abuse

Based on that criteria.... Can't find a single company in bursa....

Stock

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!

Stock

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.

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2019-03-12 09:09 | Report Abuse

The new Hup Seng in the making...

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2019-03-12 09:09 | Report Abuse

I think 60 cents is a reasonable valuation... Afterall, pccs still with single digit P. E.

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2019-03-12 09:07 | Report Abuse

Hopefully... Crossing 50 sents in May 4th week when they announcing another 6KK quarterly profit after tax!!!!

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2019-03-12 09:05 | Report Abuse

80% return in 6 months.... Not bad!!

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2019-03-12 09:04 | Report Abuse

2 cents dividend....

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2019-03-12 09:04 | Report Abuse

Next quarter result even better...... Beautiful Pccs!!!

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2019-03-06 09:20 | Report Abuse

Don't expect misai pay your cash for privatisation of bj land

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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

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2019-03-06 09:16 | Report Abuse

Last call to exit bjland..... Misai will take private with share bjcorp ...

Stock

2019-02-28 18:54 | Report Abuse

To retest the year low of 33.5 cents tomorrow ...

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2019-02-27 20:27 | Report Abuse

Good turnaround stock... Deserving further attention!

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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???

Stock

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!!

Stock

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

Stock

2019-02-27 17:19 | Report Abuse

Tsh is still making rm10kk for this quarter

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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..

Stock

2019-02-27 11:05 | Report Abuse

To retest 33.5 cents tomorrow after announcing dissapointed quarterly result today???

Stock

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!!!

Stock

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...

News & Blogs

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...

News & Blogs
News & Blogs

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...

News & Blogs

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....

News & Blogs

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!! '

News & Blogs

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!!!

News & Blogs

2019-02-26 09:23 | Report Abuse

30 cents is coming....

News & Blogs

2019-02-26 09:21 | Report Abuse

The capacity underutilized experience by the industry is expected to last for another 2-3 years

News & Blogs

2019-02-26 09:20 | Report Abuse

To retest 24 cents after quarterly report coming tomorrow.... Recorded bug loss with extremely poor industry outlook

News & Blogs

2019-02-26 07:32 | Report Abuse

Rm0. 25 is coming.

News & Blogs

2019-01-16 07:36 | Report Abuse

Layhong??? Hmmmmm.....only the blind expect to making money from this management...

News & Blogs

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.

News & Blogs

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!!!

News & Blogs

2019-01-10 11:05 | Report Abuse

Retest resistance level RM5. 30 soon

Stock

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

News & Blogs

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...

Stock

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.

Stock

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

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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

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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

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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..

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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!!!

Stock

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.