Posted by Stock Kingdom > 2017-06-16 15:47 | Report Abuse

整体来说是不错的文章，可惜的是没有分析油棕价格对公司的直接影响，终究还是有失偏颇

Posted by Up_down > 2017-06-16 16:19 | Report Abuse

You would know better of Jtiasa if you make a comparison with its closest peer TAAN. There are many better run plantation players offering high growth in FFB production ie SOP, Umecca, Inno.....

Posted by paperplane2016 > 2017-06-16 17:25 | Report Abuse

yeah. comparison will help to understand more

Posted by windcloud > 2017-06-16 17:33 | Report Abuse

You are right jtiasa is a good stock 1.50 is coming on the way. Coming quarte will be good for jtiasa since good season for timber logging and ffb harvesting and yield.

Posted by tonywong8 > 2017-06-16 19:01 | Report Abuse

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.

Posted by tonywong8 > 2017-06-16 19:06 | Report Abuse

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.

Posted by VenFx > 2017-06-16 19:41 | Report Abuse

Soy price
Rm currency
Climate
Labourers cost
Fertiliser


Palm oil has to many element to be on its odd for at least 1.5 hold years, to start getting most investors to come in.

Posted by wynlim > 2017-06-17 11:37 | Report Abuse

Jtiasa 大马最大的木材商,棕油是副业.不能跟其他纯棕油公司相提并论.唯一可以比较就是产量(yield). 之前Aminvest 分析员Thomas Soo, Sarawak同乡大力推荐Jtiasa 在1.80 股价,但是股价
一直南下到1.50.问题就是出现在12% yield. 同业平均是20%.公司盈利怎样会好呢?股价又怎能北上呢?同样是棕油为副业的TAAN,最新季度财务報告,棕油业已经贡献60%盈利. TAAN 种植园地40K公顷. Jtiasa 69K公顷.如今Jtiasa已经改善到18%. 最新季度财务報告也大力跟进. 然而股价却相对在低档.有买过MKH就会明白,当副业开始有贡献,股价马上翻一番. 从技术面看, 平均10天周线第一次站上.胡立阳说投机股票要买在周线上.不久之前Jtiasa股价还低过冷眼推荐.我就开玩笑对朋友说,家里沒有棕油园,不如买Jtiasa 当棕油园.不要忘了,树龄都少过8年,产量要进入高产巅峰期. 顺便提醒在价高市危环境现状,不如买低档【慢热】型的公司,尤其是种植领域比较安心......

Posted by abangadik > 2017-06-17 12:23 | Report Abuse

At this very moment, personally still feel pure plantation play is much better bargain than Jtiasa and Taann. Like some said here. plenty more great choice out there, ie. SOP, Umcca, Bkawan , utdplant etc...

Posted by Up_down > 2017-06-17 12:57 | Report Abuse

It seems log production of Jtiasa for 2nd Qtr 17 would be much lesser than 1st Qtr 17. Not sure how it would impact its financial performance.

Posted by abangadik > 2017-06-17 13:29 | Report Abuse

and dont forget the latest tax increase.

Posted by musangfoxking > 2017-06-17 13:32 | Report Abuse

meaning stay away?