Posted by wmliang > 2014-01-04 00:44 | Report Abuse

Hi mr koon, thank you for your sharing.After read your article, i very confident to buy this share and now Jtiasa become my major investment in my share profolio.
i also interest to buy TSH because their tree age <7 year is around 77% and have very potential to grow,what is your opinion?

Posted by Ricky Kiat > 2014-01-06 13:24 | Report Abuse

Mr koon, if jtiasa compare with Ta an?

Posted by Koon Yew Yin > 2014-01-06 14:58 | Report Abuse

I sold all my Ta An, SOP and R Sawit to buy Jaya Tiasa because JT has better profit growth prospect. JT sells more plywood, logs and has much more oil planation than Ta An. R Sawit has less planted oil palm area and it has no plywood and timber business. When I bought SOP about 3 years ago, it was selling around Rm 3 and now it is selling more than Rm 6.
You buy JT at your own risk.
Koon Yew Yin

Posted by Ricky Kiat > 2014-01-06 21:00 | Report Abuse

thank a lot Mr koon. i will handle the risk, no risk,no gain.

Posted by Ricky Kiat > 2014-01-07 09:16 | Report Abuse

Mr koon ,before read your article,i thought that best oil palm stock must have very very large land bank ,so we must keep it for very long term(10 - 20 year) to wait those land fully planted & wait the value come out. Now my mind are more clearer bcos finally i realize that i must count the average age of oil palm tree to know % grow of FFB. More FFB mean more ROI .
First time i buy a oil plam stock bcos of Mr Fong Si Ling,he highly recommend us to buy oil palm stock bcos of speciality of it. No other stock can compare with oil palm stock bcos value of land grow every year & become scarity . i plans keep oil palm stock for my future retirement & my kids education fee.

Posted by Ricky Kiat > 2014-01-07 14:41 | Report Abuse

Mr koon,i am fresh about to use margin finance, can u tell me more detail ?

1)wheather now is right time to use margin finance ?or wait until economy crisis or KLCI fall to below 1400 ?

2)wheather i must choose the share have over 6% dividen return bocs i need to repayment the loan every month.

3)how to diversify our portfolio ?should we keep some defensive stock(good dividen stock) & use only margin finance to buy very good grow prospect stock?

Posted by Ricky Kiat > 2014-01-08 08:27 | Report Abuse

Mr Koon , u prefer use margin finance to buy oil palm stock , bcos of predictable grow profit & speciality ?am i right?

Posted by wmliang > 2014-01-13 23:57 | Report Abuse

sibu Severe flood last month... jaya tiasa 80% palm oil over there..

http://www.investalks.com/forum/viewthread.php?tid=8056&extra=&page=9

page 9


发表于 2014-1-13 20:43 | 只看该作者
我刚发现砂捞越州发生水灾。诗巫也遭殃了。常成有很多棕油地都在诗巫。

我的消息都是来自这两个网站http://sibuericluk.blogspot.com/
和http://www.seehua.com/news/sarawak/middle?page=24

有谁住在诗巫的？可以分享那边的境况吗？
flood 1.png (354.19 KB)

flood 1.png
flood 2.png (159.31 KB)

flood 2.png
13/01/2014 23:40
13/01/2014 23:43

Posted by Koon Yew Yin > 2014-01-13 23:59 | Report Abuse

Fortunately the flooding in Sibu will be over in a few days. Flooding will not be there forever. When weak JT holders sell because they are afraid of flooding, clever investors should buy.

Posted by wmliang > 2014-01-14 00:05 | Report Abuse

Thank you mr koon sharing, you give me more confident to accumulate this share,thank you very much...

Posted by wmliang > 2014-01-14 00:59 | Report Abuse

Dear Mr Koon

Brazilian Amazon contains an estimated 850,000 square miles (15 times size area malaysia + indonesia )suitable for palm oil plantations — an area four times the size of France. By comparison, Indonesia and Malaysia, which account for nearly 90 percent of global palm oil production, have less than 50,000 square miles of oil palm under cultivation.

If barazil aggressive to expand their palm oil business in future,
crude palm oil will over supply? Plantation share still can keep for long term?

http://e360.yale.edu/feature/in_brazil_palm_oil_plantations_could_help_preserve_amazon/2415/

Posted by Koon Yew Yin > 2014-01-14 06:54 | Report Abuse

I must admire wmliang's enquiring mind. First he warns us about the flooding in Sibu where Jaya Tiasa's plantations are located and now he warns us about Brazil's large land area if fully planted could be a serious competitor to the palm oil industry in Indonesia & Malaysia.

As I said earlier the flooding would only last a few days and its effect would be very small.

Regarding Brazil's comparatively large land area, I google to find out its palm oil production capacity. Although Brazil large rain forest seems suitable for oil palm cultivation, according to 2013 statistics it produced 340,000 tons while Indonesia produced 31,000,000 tons and Malaysia produced 19,200,000 tons.

Like all industries, it is not so easy to grow oil palms and produce palm oil economically to compete in the world market. There must be numerous obstacles to overcome, such as rainfall, climate, soil type, accessibility, cost of labour, fertilizer, finance and many other factors.

Posted by wmliang > 2014-01-14 08:36 | Report Abuse

Thanks Mr koon

Posted by Koon Yew Yin > 2014-01-14 09:45 | Report Abuse

It is important to point out that the success of any industry, enterprise, business, investment or venture depends largely on the people. If you look at the top 10 richest men in Indonesia and Malaysia, you will find that most of them are ethnic Chinese because they have all the essential qualities as entrepreneurs. I am saying this with good intention and without disrespect to the other races.

I must also point out that the Chinese should be grateful for the opportunities given to them by their Governments and they must remember to do charity because when they die they cannot take money away with them.

Posted by sunztzhe > 2014-01-14 10:12 | Report Abuse

Mr Koon,
Chedet had stated that
-The Malays must remember that they cannot rule and prosper this country on their own.
-They need the dynamism and business skills of the Chinese. They need also the professional skills of the Indians.

Having said that, a more pertinent question to ask is "Are Schools educating our child for the real world, the real world of money, arming our child with basic financial education?"

Posted by Koon Yew Yin > 2014-01-14 11:17 | Report Abuse

Sunztzhe: I appreciate the honest expression of your feeling. This is not the right forum to discuss politics. I have written many articles regarding our Malaysian Education system, BN's wrong doings etc which you can read if you google my name. Happy reading

Posted by sunztzhe > 2014-01-14 13:13 | Report Abuse

Mr Koon: Politics as defined by Wikipedia (from Greek: politikos, meaning "of, for, or relating to citizens") is the practice and theory of influencing other people on a civic or individual level. More narrowly, it refers to achieving and exercising positions of governance — organized control over a human community, particularly a state.

So on a much broader view, the forum on "How to become a super investor" is political as well.

Posted by Koon Yew Yin > 2014-01-14 14:53 | Report Abuse

Wah! sunztzhe is really clever. I like to meet up with you. I am sure we have a lot of things to discuss besides investment. Please come to my talk on 18th Jan at 10.30 am -12.30 pm at the Ipoh YMCA. Alvin Tai CFA of RHB Institute research and I will be talking about the prospect of the palm oil industry. Of course, we will also touch on Jaya Tiasa. Like all commodities, the palm oil price moves in a cycle. After its price has been depressed for more than a year, it is beginning to move higher. This is the best opportunity to buy palm oil company shares.

If you look at The Star online today, you will beside Alvin Tai, there 3 other experts writing about the CPO price up trend.

Posted by eric8168 > 2014-01-15 14:41 | Report Abuse

mr koon i agree with u. When the talk will be held at penang ? i will miss the boat this time.

Posted by Koon Yew Yin > 2014-01-15 15:37 | Report Abuse

eric8168, you can come to Ipoh YMCA this Saturday 18th Jan 10.30 am - 12.30pm to attend my talk with plantation expert Alvin Tai of RHB research. I purposely fixed at 10.3 am so that out station people can easily make it if they are really interested.

Posted by wmliang > 2014-01-18 23:20 | Report Abuse

( Yield drag : Timing the entry into growth stock
yield drag factor for Jtiasa CY13 = 65.8%, CY14 = 56.5%, CY15= 37.2%
by plantation expert Alvin Tai of RHB research )

what is the meaning of Yield drag? Anybody can help me?

Posted by Koon Yew Yin > 2014-01-19 07:51 | Report Abuse

wmliang, Alvin said that JT's yield drag factor as you quoted above is improving quite rapidly. Yield Drag is the measure of the young unproductive palms to its total planted area in term of percentage. If I am not mistaken.

Posted by wmliang > 2014-01-20 01:13 | Report Abuse

thanks Mr Koon

Posted by wmliang > 2014-02-15 01:43 | Report Abuse

Wilmar to stop buying CPO fom Sarawak
February 14, 2014
Land Development minister James Masing said the livelihood of the people in the rural areas was not to be negotiated with the international community
KUCHING: Sarawak may lose some RM400 million in sales tax revenue a year from oil palm products following the decision of a multinational refinery company’s refusal to buy crude palm oil (CPO) from mills in the state.
A Singapore-based company, Wilmar International Limited, which has its refinery plant in Bintulu, has written to the state government to inform that the company would stop buying CPO produced from oil palm trees planted in forest areas and peat swamp land in the state from 2015 onwards.

Posted by Koon Yew Yin > 2014-02-15 05:56 | Report Abuse

Remember Wilmar is not a charity organisation. Its agenda might be to depress CPO price so that their refineries can make more profit.

Please read my previous articles namely 'Fight the smear campaign against our palm oil industry' and ' They cut down their thousand year old trees and now say that we are wrong to cut our forest to plant oil palms'

Posted by Fat Cat Tim Buddy > 2014-02-15 06:31 | Report Abuse

kikiki.. ow.. then whats your agenda? kakagarkgark...

Posted by Koon Yew Yin > 2014-02-15 12:08 | Report Abuse

Seminar at 11am on 16th Feb Sunday at Ipoh St John Ambulance hall. I have rearranged the seating, now I can offer another additional 40 seats, totalling 220 seats. Those who are interested can write to me, especially those whom I have turned down. koonyewyin@gmail.com.

Posted by wmliang > 2014-02-20 19:10 | Report Abuse

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description The Company is pleased to announce that logs and crop production of the Group for the month of January 2014 are as follows:-

(1). Logs - 52,035 cubic metres.
(2). Fresh Fruit Bunches - 56,975 metric tonnes.
(3). Crude Palm Oil - 4,509 metric tonnes.
(4). Palm Kernel - 718 metric tonnes

Posted by timetokoon > 2015-11-22 10:26 | Report Abuse

Seminar at 11am on 16th Feb Sunday at Ipoh St John Ambulance hall. I have rearranged the seating, now I can offer another additional 40 seats, totalling 220 seats. Those who are interested can write to me, especially those whom I have turned down. koonyewyin@gmail.com.

Posted by wawasiaadv > 2021-10-27 08:32 | Report Abuse

Hello, Mr Koon. I started reading your blog post today, after I read a beautiful sharing about your recent donation to Penang - for building student hostels and your love of supporting the poor.
I have been praying for a good role model to follow in the world of investing. I am happy to have found you through these blog posts.
Blessings to you and family.
Caroline David