I must point out that the above analysis did not consider JT's timber business which it has the essential competitive advantage. JT owns 2400 sq Kilometer of forest which is providing all the raw material for its plywood and other timber production while manufacturers from China, India, Taiwan etc have to import logs.
Further please refer to the following graph which highlights the FFB production in metric tons since 2007:
Jaya tiasa I had a feeling this stock is not that good Either that or the mgmt can't manage well enough to give good returns to shareholders .. Better look at TAAN which in my view is far far superior
I feel that taan is a far far superior and bigger company vs jaya tiasa in the timber wannabe plantation company category And it's expending faster like on steroids The best plantation company is actually united plantation They have best management , usage of land , highest yield , R& d and best they produce tons of coconuts .. Which is shortage now Anyhow A superior share means superior price Of rm 28 Jtiasa is just a kucing kurap share if we put the giants like united plant , klk , boustead and the sleeping giant but similarly poorly manage sime Darby to compare
I feel that kk123 is always against uncle Koon.I feel that kk123 has some ulterior motive sound like mamak kutty . I feel that kk123 have personal grudges and I feel that ..........please lah use facts and figure to support your arguement
Mr Koon is a prominent businessman. Surely He is few level above each of us and his foresight is few years ahead of us. Who are we to analyse his company right? Our analytical standard is far below HIs foresight right? Well having said, could he be wrong about his own company? Surely, everybody could be wrong Even the founder could chart the wrong course for the company future. Lets be fair ok. This is not criticism right? At the moment we appreciate Mr Koon continued to share his Business Insight with us. I hope each one of us are humble enough to learn.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Koon Yew Yin
261 posts
Posted by Koon Yew Yin > 2014-01-25 15:06 | Report Abuse
I must point out that the above analysis did not consider JT's timber business which it has the essential competitive advantage. JT owns 2400 sq Kilometer of forest which is providing all the raw material for its plywood and other timber production while manufacturers from China, India, Taiwan etc have to import logs.
Further please refer to the following graph which highlights the FFB production in metric tons since 2007:
https://dl.dropboxusercontent.com/u/32513415/Jaya%20Tiasa%20FFB%20Production.JPG