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1 week ago | Report Abuse
News of war sudah confirmed. But those who are dumping this share are gonna realise at certain ridiculously low price levels, that they are essentially throwing more than their cash away. The war will one day be over.
1 week ago | Report Abuse
I am commenting on the price movements. I keep adding of course.
1 week ago | Report Abuse
Mahu cash tak mahu undervalued shares.
1 week ago | Report Abuse
Shares got dumped here like unconfirmed bombs on Iran.
1 week ago | Report Abuse
Analysts all avoid this counter due to past bad governance. That’s true. A substantial holder lari without big buyers absorbing the sales. BOD have a lot to do still. But wind is definitely on its sail now and in the foreseeable future. What BOD will do remains to be seen.
1 week ago | Report Abuse
In 3 years, this company will have generated cash equivalent to its current market capitalisation. Keep adding.
1 week ago | Report Abuse
Fair value RM2-2.30. Super cheap sales. Don’t understand why so many dumped this morning. The biz isn’t affected by any conflicts between Iran and Israel.
1 week ago | Report Abuse
Wah, so many shareholders dumb dumb dump.
3 weeks ago | Report Abuse
It’s mad to sell at current price.
3 weeks ago | Report Abuse
Based on the present and forward CPO prices, I expect EPS for the coming 4 quarters as follows:
1) 2sen
2) 7.5 sen
3) 7 sen
4) 7 sen
Total EPS for 12 months: RM0.235.
Target price is now at least RM2.35 for a PE multiple of 10.
3 weeks ago | Report Abuse
Many still wanna time the market and play margin, and may miss out the coming rally.
The quarter from Apr to June will see production increase and fully benefit from the current high CPO price.
Calvin is missing. Those not buying and those selling are not reminded of how cheap this counter is, vis a vis RM400m annual cash flow generation, net cash position, PE of less than 7, etc.
3 weeks ago | Report Abuse
At PE20, JT will be worth RM4.00 a share. Wa haha
3 weeks ago | Report Abuse
The cheapest plantation counter but nobody wants. Unbelievable.
3 weeks ago | Report Abuse
JT: Hold me tight. You know I am a little bit dangerous. Wa haha.
1 month ago | Report Abuse
At least a few days lah of rise. Not just half-a-day sprint and then retreat.
1 month ago | Report Abuse
One-day show only as this counter continues to fail to attract big buyers in to snap up what has been a great value below RM2 a share. Consolidation mode now and the next wave should hit RM1.6, unless Genine sells millions again along the way.
1 month ago | Report Abuse
Yesterday and today, surely Genine have dumped 3m shares in total at least. Belem buat announcement saja.
1 month ago | Report Abuse
Sudah jadi shop 99. Can load up.
1 month ago | Report Abuse
Genine started selling again. No wonder. 70m shares to dump. Cheap sales are coming. Bad in short run but good in long run. Let it fall, let it fall!
1 month ago | Report Abuse
Operating cash flow per year of RM400m selling for RM1.4b. This has to be the cheapest share on klse. Market is still scared of any governance issue by management? If not, what else explains the deep discount to peers?
1 month ago | Report Abuse
Cash-printing machine stops printing today. Everything is going swimmingly for this company, operation-wise, relatively speaking. The company was able to sell much more than it produced last quarter, as announced. The coming quarterly EPS is likely to exceed 2sen. The EPS for FYE 2024 can touch or exceed RM0.20. Fingers crossed.
1 month ago | Report Abuse
Anyway, my estimation for 2024 is based on zero Other Income, which stood at RM30m for FYE 2023. Hope it grows to EPS10-11sen and I am happy.
1 month ago | Report Abuse
Yes it will be stable and growing. But do you expect the government subsidy foregone to be immediately reflected in increased selling prices, without any effect on demand? If so, Teoseng need not drop from rm2.50 to rm1.80.
1 month ago | Report Abuse
Not sure about the market dynamics. If they increase the price, demand will drop. Recovery of margin and EPS will take many quarters after a n expected slump in May 24 quarterly results announcement..
1 month ago | Report Abuse
EPS only 8-9sen without government subsidy.
1 month ago | Report Abuse
At current price, you make back your capital via free cash flow in 3.5 years. Fair value RM1.8-2.20.
1 month ago | Report Abuse
Next quarterly eps will be seasonally below 2sen or thereabout. Some are afraid of that and have taken profits. As I attach a fair value of RM1.80 at least, I will add on weakness. Good luck.
1 month ago | Report Abuse
Why COLIM didn’t boot out lousy Boo in order to slowly liquidate all shares and then close the funds at near market value? All shareholders will be happy that way to cash out at a proper exit price.
1 month ago | Report Abuse
This stock is gravitating towards RM1 and below.
1 month ago | Report Abuse
Still awaiting the pipe dream of a dividend here.
1 month ago | Report Abuse
Demand evaporated. Need Singaporean directors to revive the performance.
1 month ago | Report Abuse
Those who have earned multi beggars should take profits as future is always fraught with uncertainties that at some point a proper discount to valuation will return to market.
1 month ago | Report Abuse
This company made money from shareholders, not for shareholders. This has been forewarned 10 years ago.
1 month ago | Report Abuse
The current price is high enough to allow decent profit-taking by short-term investors, while low enough to allow accumulation by long-haul investors for handsome gains over long run.
1 month ago | Report Abuse
RM400m operating cash flow is achievable for FYE 2024. At RM1.2, you are paying RM1.17b for the biz. Payback period 3 years. A fantastic bargain price now.
1 month ago | Report Abuse
Results fall within my Cincai estimation. Next quarterly eps likely slumps seasonally to below 2sen. All said, the sharp rise in revenue and decent increase in dividend is very good news. Congratulations to those who didn’t panic and didn’t sell in past 1.5 weeks.
1 month ago | Report Abuse
Does the company have any plan as yet to monetise that 1.9m land by concession?
1 month ago | Report Abuse
Delayed quarterly results till the last possible day so the operator can unload as much as he wants till end of tomorrow? Or is it the other way round to wash out weak holders?
1 month ago | Report Abuse
After this quarter, eps will seasonally slump to below 2 sen a quarter, before recovery begins. So I guess some wanna sell down first to take profits before re-entering 3-5 months from now.
1 month ago | Report Abuse
Subsidy removal is abrupt. Upward adjustment of selling prices is gradual. Profitability will take a big hit before slowly recovering somewhat.
1 month ago | Report Abuse
Cincai estimates of quarterly eps for FYE 30 June 2024 :
6.9 sen
4.5sen
1.6 sen
5 sen
Total: 18 sen.
1 month ago | Report Abuse
Downward revision:
Cincai kira, this quarterly eps should be around 4-5sen. Fair value rm1.8.
2 months ago | Report Abuse
This counter can trap you for very long but as a consolation, your company will sit on RM1b cash after 4 years if it will not distribute dividend to you. Haha
2 months ago | Report Abuse
The selling pressure is heavy. Most likely Genine Chain Ltd has been selling. Any buyer can absorb possibly 70m shares being thrown away? Haha
2 months ago | Report Abuse
I expect 5sen eps this quarter. Yearly maintainable eps being 22sen. Fair value rm2.20. Achievable if cpo stays above rm3700 and dividend is increased meaningfully.
2 months ago | Report Abuse
Heavy profit taking. Value investors find best time to tambah now.
Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD
2 days ago | Report Abuse
Sudah warned Jangan sell last week at 1.21-1.29. Jangan dumb dumb dump.