http://www.bursamalaysia.com/market/listed-companies/company-announcements/5605717

Jaya Tiasa Holdings Bhd forms bullish "Price Crosses Moving Average" chart pattern
Oct 31, 2017

Recognia has detected a "Price Crosses Moving Average" chart pattern formed on Jaya Tiasa Holdings Bhd (4383:MYX). This bullish signal indicates that the stock price may rise from the close of 1.170.

Tells Me: The price is generally in an established trend (bullish or bearish) for the time horizon represented by the moving average period (21, 50 or 200 bars). Moving averages are used to smooth out the volatility or "noise" in the price series, to make it easier to discover the underlying trend. By plotting the average price over the last several bars, the line is less "jerky" than plotting the actual prices. A bullish event is generated when the price crosses above the moving average, and in this state, the price is likely in an established uptrend. The opposite is true when the price crosses below the moving average, triggered a bearish event.

WCT will move up but will be after 22 nov

Biological asset increased by Rm45 millions from 30/6/2016 to 30/6/2017.

Jtiasa will become a plantation stock with turnover of palm oil will exceed 60% of the revenue in 2018. A set back in timber industry at Sarawak is expected and last 2 quarters were still shown profitable. If not because of timber industry at Sarawak, the share price of Jtiasa will not go down to Rm 1.00

冷眼holded 0.43% or 4.33millions share, 27th amongst the top 30 shareholders.

JTIASA: 1st Quarter Data for Palm Oil:
FFB 319036 Ton Highest output for the quarter.
CPO 52578 Ton Highest output for the quarter.
PK 10227 Ton Highest output for the quarter.
Estimate Revenue from Palm Oil Rm175 millions.

http://www.nasdaq.com/markets/lumber.aspx

http://www.thestar.com.my/business/business-news/2017/10/23/plywood-pr...

Waiting to buy more when signal turn.

Better sell WD at Rm 0.06 and buy back mother at Rm 1.66, your immediate gain is 6.6% if you subscript for WD exercise price.

Expected to have very good 1st quarterly result, 2018.
Hope management will not give another surprise this time.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5570845

Keep my JTIASA share in safety box and go holiday for the moment.

Account can be manipulated to suit the Big Boy when they want to buy at lower price. Quarterly report won't tell u the real performance. Now, bad news was over, it is time for the Big Boy to announce the good news next quarter........

tah16600, fully support your view.

Taann log production: 50497 M3
Jtiasa log production: 69965 M3
Taann FFB production: 175217 Ton
Jtiasa FFB production: 263651 Ton

Log price increased by 19%. Plywood price increased by USD25/m3

Timber division PBT was down 47% yoy to RM16.5m as the volume of export logs dropped by 48% yoy and this has more than offset the 19% increase in price to USD261 per m3. Looking ahead, the decline in volume is expected to intensify due to the reduction of log export quota from 30% to 20% (from 1-July onwards). Having said that, we are not overly concerned as timber division PBT is only RM16.5m representing 14% contribution to the Group.

Ta Ann Holdings (TAANN)
1HFY17 Core Net Income jumped 54% yoy as plantation division PBT surged 279% yoy. Plantation division PBT improved 279% yoy to RM98.9m as it benefited from better CPO price (+19% yoy to RM2826 per MT) and higher FFB production (+14% yoy to 323,932 MT). Plantation division is the biggest earnings contributor with PBT of RM98.9m (86% of the Group’s).

The coming quarterly profit margin will be the best since 2013.

WTK log production were not reduced as compared to last year. Why Jtiasa logging was left with 30% as compared to last year. This was the management decision to reduce the logging activities and to cut the cost and losses.

JTIASA is no more considered as timber stock (Industrial), and should be classified as plantation stock. A plantation counter with production of 1 million ton of FFB per annum and the price of Rm 1.10, you will not able to find any.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5512281

Yes. Both were mentioned but LRT3 worried about too much commitment by Gadang.

I also heard about it. The award is > Rm1 B

Simalau Plantation located at Miri Division has about 4866 Ha planted and is out of palm mill area.

Yes

4Q17 PALM OIL REVENUE
FFB =263651 TONS
CPO =45577 TONS
PK = 8952 TONS
AVERAGE CPO PRICE FOR 4Q17 = RM2743
AVERAGE PK PRICE = RM2650
AVERAGE FFB PRICE = RM520
FFB SOLD TO OTHER MILLS NOT OWNED = 12037 TONS.
REVENUE=45577*2743+8952*2650+12037*520 =RM155 MILLIONS.
COST ESTIMATED = RM105 MILLIONS.
PROFIT BEFORE TAX = RM50 MILLIONS.
ASSUMED TIMBER SECTOR = BREAK EVEN
PROFIT AFTER TAX = RM38 MILLIONS.
PROFIT FOR 1,2&3Q17 = RM 72 MILLIONS
TOTAL PROFIT FOR 2017 = RM 110 MILLIONS OR PE OF 10.

The best things to the company is no more expenses on new planting, no more palm mill and no more capital expenses for logging. All money made and from depreciation
will pare down the company debt or pay higher dividend.

April and May, 2017, CPO average price at Rm2754 and Rm2804 respectively. If CPO for June.2017 will be about Rm2650. Then average price for the 4th quarter is Rm2736. The revenue from the palm oil will be about Rm172 millions and profit before tax will be in exceed of Rm55 millions.

With the 4th Palm oil mill in operation from Jan,17, the cost saving of Rm 10 mil per quarter or 40 millions per year will push the profit quite significant.

The production cost dropped about Rm10 millions last quarter for Palm oil sector as compared to the past few quarters. Hope to see more drop in the future.

No more palm planting, no more palm mill construction, excess equipments for timber logging and excess capacity for plywood/veneer plants. No more require capital investment. The debt had reduced Rm 85 millions as compared to last quarter. Soon, the company can issue bigger dividend to shareholders.

price already dropped 15% from last quarter.

No more new planting, no more new Palm mill, no more capital investment on logging equipments, only to bear cost of harvesting. If still can't make profit and pay higher dividend, management must be query.

Insiders reckon that inching closer to winning the bid to buy 60% interest in Bandar Malaysia Sdn Bhd (BMSB), which is the project owner and a wholly owned subsidiary of 1MDB Real Estate Sdn Bhd (1MDB RE), is Tan Sri Lim Kang Hoo together with his partner CREC. The party trying to outbid Kang Hoo is believed to be a Qatari state-backed consortium. It was reported that this group comprised a local company belonging to property baron Tan Sri Desmond Lim of the Pavilion/Malton group and a Qatar investment company.
Read more at http://www.thestar.com.my/business/business-news/2015/12/12/tussle-for-bandar-malaysia/#3vSmA6J9Tv2lZ27T.99

When will the super good news to be announced?

New Palm oil mill in operation since Jan this year. CPO and Kernel oil production were increased quite significantly as compared to last year.

Based on past 4 years data. Estimated turnover is 155 millions based on the price of FFB, CPO and Kernel oil. For the past few quarters, the production cost was about 110 millions. New Palm oil in operation will cut down cost and improved profit.

Palm oil revenue expected to be about Rm155 millions in 3rd quarter and pretax profit >46 million.

Timber logs price increase quite significantly lately and expect to start making money.

4th palm oil mill in operation. CPO and palm kernel oil production increased. With 4 mills in operation, capacity of 270 Ton/ hour or 1.458 million Ton of FFB and this year expected to produce slightly in excess of 1 million Ton of FFB.

Estimated from MAB passengers report for 4Q16.

Expected to carry 7.15 millions passengers for 4Q16, the highest quarterly volume. Turnover for the quarter also expected to exceed Rm 1.9 billion for the quarter.

Log to Palm oil ratio 37:63 which was reversed a year ago. Future profit will be mostly from Palm oil. KYY mentioned that his mistake for the counter was money made from log was all invested in palm oil plantation. Now, oil palm shall able to make money for its own. Good prospect for the future.

KLIA2 facilities are not compatible with KLIA, I totally agreed with AA claimed. The airport was designed for low cost, even though lately some new facilities was added, but, it was not probably set up and aesthetical view, it didn't upgrade to KLIA level. KLIA2 deserved the lower PSC.

About 1.6 million barrels or Rm49 millions.

Expected passengers carried by 3Q16 to exceed 6.65 millions, the highest so far. Load factor is very closed to 90%.

Based on load factor of 90% and passengers reported on July and August, 2016, estimated earning of 15 cents for 3Q16