3 people like this.

12 comment(s). Last comment by Andre Kua 2014-03-20 15:38

ksng0307

1,038 posts

Posted by ksng0307 > 2014-03-18 14:40 | Report Abuse

Tan KW, what about Harnlen, is the future looks good?

Posted by Tey Tian Foo > 2014-03-18 14:45 | Report Abuse

Good REport with lots of info

Posted by Tang Michael > 2014-03-18 15:09 | Report Abuse

Mr. Tan, I remember you write about gonig to do something about rsawit....please include cepatwawasan as I am still holding although I bought them at 82 sen....tq

haikeyila

1,068 posts

Posted by haikeyila > 2014-03-18 16:26 | Report Abuse

the low yield of JTiasa could also be due to their peat planting. Low OER is usually due to poor management.

Posted by Jonathan Keung > 2014-03-18 19:19 | Report Abuse

very informative on the planters background. thanks

Posted by KinSoon Kok > 2014-03-18 19:39 | Report Abuse

Impressive

madviruz

14 posts

Posted by madviruz > 2014-03-18 20:32 | Report Abuse

It is very important to note that the mean FFB production for Sarawak since 1987 per year per ht is 15 tons. Your production graph from J Tiasa is very misleading and grossly wrong for Sarawak. Even in Perak, the ideal site the mean is 21tons. J Tiasa can dream. Their production graph will never be a reality for them.

Pak Lah

197 posts

Posted by Pak Lah > 2014-03-18 20:56 | Report Abuse

Low OER and low yield per ha recorded by Jtiasa could be due to theft by their plantation workers!

nskim0909

71 posts

Posted by nskim0909 > 2014-03-19 02:32 | Report Abuse

thanks...this is very informative

nicholes

54 posts

Posted by nicholes > 2014-03-19 18:28 | Report Abuse

Tan KW may i know where you get the sop total planted area?

4u2c

3,553 posts

Posted by 4u2c > 2014-03-20 00:13 | Report Abuse

very analytical.....now i hv to search for the price of each of the company and look at their current profit/loss.I will definitely buy into palm oil stks ...like u.....Great work on yr data

Andre Kua

420 posts

Posted by Andre Kua > 2014-03-20 15:38 | Report Abuse

JTIASA EPS so low, but P/E so high. I wonder if investors knew something we dont.

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