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30 comment(s). Last comment by calvintaneng 2023-02-13 13:35

speakup

25,554 posts

Posted by speakup > 2022-04-13 10:56 | Report Abuse

the other day u day Subur. now u say Jtiasa. keliru lah

s3phiroth

322 posts

Posted by s3phiroth > 2022-04-13 12:31 | Report Abuse

Should mention that Market cap ÷ Ha = Land Value per Hectare (RM ,000)

A year ago palm oil land was about RM60,000 but i am not sure about the valuation now.

investor77

773 posts

Posted by investor77 > 2022-04-13 14:30 | Report Abuse

In 2009, sold my Oil Palm land, 8 years old, Tenera variety, at Geddes Estate, Bahau , besides Agric Road, for Rm40000/ acre. At that time CPO was at 3k/ ton. Thus price per Ha, x 2.471, equals 100k/ Ha. I believe other factors play a part , like forward sales, borrowings, productivity of mature areas, management quality, segment of profit due to Oil Palm, dividend policy, etc. That is why TaAnn, Inno net profit margin is higher than others as it has no borrowings. Subur Tiasa has borrowings and not 100% Oil Palm. If you notice, as Calvin says - IOI Corp has not moved much due to PNB selling tho it has upstream and downstream investments. Another share is SHChan which at this time of high CPO price, its price fell, probably as Smart Money collecting before it goes higher. In 1993, SHChan touches more than RM20.

8888_

2,919 posts

Posted by 8888_ > 2022-04-13 15:02 | Report Abuse

Why not FGV the most undervalued? KYY old and nyanyuk? Earlier said TDM, TecGuan, Subur and latest become J Tiasa.

8888_

2,919 posts

Posted by 8888_ > 2022-04-13 15:07 | Report Abuse

If like Tiong Hiew King counters(JTiasa, Subur among them) MediaC the cheapest.

nicholas99

9,844 posts

Posted by nicholas99 > 2022-04-13 15:36 | Report Abuse

no one put hectar and divide like that only. amateur.. you need to see the productions.. lately covid many foreign worker cannot come in. not all the hectar running.

Pinky

3,330 posts

Posted by Pinky > 2022-04-13 17:33 | Report Abuse

Tomorrow by KYY:

"KTV Sentiasa" most undervalued KTV in the market now.

tengtj

40 posts

Posted by tengtj > 2022-04-13 17:43 | Report Abuse

Few days later KYY May write ‘JT is useless’ or recommend another plantation stocks

Posted by peterparker69 > 2022-04-13 19:19 | Report Abuse

Kok oldman talk cock

calvintaneng

54,228 posts

Posted by calvintaneng > 2022-04-13 20:23 | Report Abuse

Jtiasa is ok

At its previous bull run years jtiasa reached Rm3.35 high

See if jtiasa will at least reach Rm3.00 by end 2022

Just buy and hold tight then see

CHLEONG888

922 posts

Posted by CHLEONG888 > 2022-04-13 21:40 | Report Abuse

Cannon, for own best interest....

CHLEONG888

922 posts

Posted by CHLEONG888 > 2022-04-13 21:43 | Report Abuse

When KYY and calvinxxx recommend to buy, better cabut fast fast

jayden007

51 posts

Posted by jayden007 > 2022-04-13 22:09 | Report Abuse

Jtiasa is hopeless
Soon....

gohkimhock

3,007 posts

Posted by gohkimhock > 2022-04-13 22:21 | Report Abuse

half past 6 analysis..

calvintaneng

54,228 posts

Posted by calvintaneng > 2022-04-14 07:10 | Report Abuse

Listen! Listen!!

Avoid tdm
Avoid tecguan
Avoid Subur

All in Jaya Tiasa = Giant Treasure

Rm3.00 target price possible

nicholas99

9,844 posts

Posted by nicholas99 > 2022-04-14 08:36 | Report Abuse

so zai only believe tp by kyy

VTrade

2,434 posts

Posted by VTrade > 2022-04-14 09:22 | Report Abuse

Itu copywriter je
键盘类型

8888_

2,919 posts

Posted by 8888_ > 2022-04-14 14:55 | Report Abuse

Swk Plantation(ranked 2nd in KYY market cap/ha) although not cheap in price but far cheaper than same group Ta Ann paid 20 sen dividend for 2021 at CPO lower price. Current CPO still >RM 6K/tonne 20 sen dividend is likely to maintain if not more given.

8888_

2,919 posts

Posted by 8888_ > 2022-04-14 15:02 | Report Abuse

FGV latest QR EPS 12.75 sen also need to give consideration. Annualised EPS 51 sen PE only 3.9 at RM 2.

Posted by software guy > 2022-04-14 15:17 | Report Abuse

Timing of this blog is questionable, why not posted it when JTIASA below 0.95?

8888_

2,919 posts

Posted by 8888_ > 2022-04-14 15:18 | Report Abuse

KYY plantation hectarage coverage not extensive. Why leave out stocks like FGV with over >400,000 hectare of CPO land?

sensonic

690 posts

Posted by sensonic > 2022-04-14 15:54 |

Post removed.Why?

DragonEgg

22 posts

Posted by DragonEgg > 2022-04-14 16:42 | Report Abuse

uncle ... can you please stop posting anything ahhh... u spoil our rice bowl lah!! The moment u post Jtiasa drop !!

Ravi Kumar

3,559 posts

Posted by Ravi Kumar > 2022-04-14 17:42 | Report Abuse

First TDM then Jayatisa then Subur now this Jayatisa again ?? Please take a hike uncle

i3gambler

707 posts

Posted by i3gambler > 2022-04-15 08:32 | Report Abuse

8888_
FGV is a special case, most of the land owned by Felda, FGV has to pay fixed amount and profit sharing to Felda.

VTrade

2,434 posts

Posted by VTrade > 2022-04-15 08:58 | Report Abuse

Puasa month is normal
Will up more after is month

Posted by presidentjib > 2022-04-15 22:22 | Report Abuse

Uncle Koon strikes again..

maggiemee

2,097 posts

Posted by maggiemee > 2022-04-15 23:58 | Report Abuse

Run

Albukhary

2,843 posts

Posted by Albukhary > 2022-04-17 11:20 | Report Abuse

Waiting for next Article, SUBUR is the ULTIMATE WINNER of the CPO Rally!! haha

calvintaneng

54,228 posts

Posted by calvintaneng > 2023-02-13 13:35 | Report Abuse

Kyy said Jaya Tiasa was undervalue at Rm2.60

now he said Jaya Tiasa at 60 plus sen no good

listen listen listen

when Kyy promoted Jtiasa at Rm2.60 he was selling

now when he no longer say buy you can safely buy Jtiasa

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