Blog: Reposted Article: JAYA TIASA (4383) OR GIANT TREASURE - LATEST TAKEAWAYS FROM ANNUAL REPORT, Calvin Tan Research Author: calvintaneng | Publish

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11 comment(s). Last comment by calvintaneng 2021-09-29 23:19

ooi8888

1,650 posts

Posted by ooi8888 > 2021-09-27 22:53 |

Post removed.Why?

ooi8888

1,650 posts

Posted by ooi8888 > 2021-09-27 23:03 |

Post removed.Why?

calvintaneng

53,217 posts

Posted by calvintaneng > 2021-09-27 23:06 | Report Abuse

Please post comments in English

Malays and Indians cannot understand

most foreign funds also cannot understand Chinese

Thank you

Steve Ooi

263 posts

Posted by Steve Ooi > 2021-09-28 00:21 | Report Abuse

Issue:
-Labour shortage.
-Production Drop.
-Covid spike in sarawak.
-Rainy season soon. Low production mean low revenue. Low revenue mean cashflow low. Even CPO price superb but Jtiasa din't ride on the train.

calvintaneng

53,217 posts

Posted by calvintaneng > 2021-09-28 00:49 | Report Abuse

Check on July and August 2021 ffb production we already have the figures

The average sum total is higher than April to June 2021 qtrs

So now we also know Cpo July, Aug and up to Sept 27th 2021 Cpo still above Rm4600 the result of Nov 2021 already very clear

Great results will be out

calvintaneng

53,217 posts

Posted by calvintaneng > 2021-09-28 00:53 | Report Abuse

Not only that

From notes of April to June 2021 with also know there was impairment loss of Cpo forward sales by Rm45 millions which won't be repeated again in Nov 2021 results

Therefore we can roughly estimate the profit to be within 6 to 7 sen

calvintaneng

53,217 posts

Posted by calvintaneng > 2021-09-28 00:55 | Report Abuse

If Taann, SWKPlant, Sop, Bld plant all could report great results in Sarawak operations Jtiasa should also do the same since impairment is no more

calvintaneng

53,217 posts

Posted by calvintaneng > 2021-09-28 00:57 | Report Abuse

Learn to see above and beyond temporal setback of great things yet ahead

Labourers issue will be resolved as 32,000 plantation workers are planned to come back

Alternately Jtiasa could move more into mechanisation

AdCool

3,858 posts

Posted by AdCool > 2021-09-28 16:01 | Report Abuse

Jaya Tiasa so call valuable lands have been in topic for years. Seem now the market gonna to recycle such news again and again.

gladiator

662 posts

Posted by gladiator > 2021-09-28 19:21 | Report Abuse

Subur better than Jtiasa.

calvintaneng

53,217 posts

Posted by calvintaneng > 2021-09-29 23:19 | Report Abuse

Subur and Jtiasa got similar boss

subur more asset play while Jtiasa is growth

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