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26 comment(s). Last comment by KashmirTour 2022-10-21 14:43

Michael Kwok

6,054 posts

Posted by Michael Kwok > 2022-10-14 16:39 | Report Abuse

Now u say useless.me many months ago..

investor77

737 posts

Posted by investor77 > 2022-10-14 17:12 | Report Abuse

However, TSH and Innoprise can be considered. TSH due to the coming very good results, and Innoprise due to no borrowings, and thus very good dividend yield. CPO is still profitable as at the current price, selling price of CPO higher than production cost of around 2500. Uncle Koon , do investigate these two shares, as it is better than JTiasa and Subur Tiasa.



i3gambler

655 posts

Posted by i3gambler > 2022-10-15 09:38 | Report Abuse

Uncle,
Did you previously think CPO could stay at 5 or 6K for many years?

Sslee

4,567 posts

Posted by Sslee > 2022-10-15 11:29 | Report Abuse

Is this Uncle way of saying you can now start to buy back plantation stocks?

UlarSawa

35,776 posts

Posted by UlarSawa > 2022-10-15 11:34 | Report Abuse

Haiyoh now cpo harga turun of course plantation is hopeless lah. After peak already mah. Now going bottom lah. Haiyoh. Correct?


Posted by Michael Kwok > 18 hours ago | Report Abuse

Now u say useless.me many months ago..


Posted by Michael Kwok > 18 hours ago | Report Abuse

Now u say useless.me many months ago..

piranha88

232 posts

Posted by piranha88 > 2022-10-15 11:34 | Report Abuse

To KYY, everything seems to be hopeless. Is he stuck with all those shares he calls hopeless or is he collecting those 'hopeless' shares now.

UlarSawa

35,776 posts

Posted by UlarSawa > 2022-10-15 11:38 |

Post removed.Why?

UlarSawa

35,776 posts

Posted by UlarSawa > 2022-10-15 11:39 | Report Abuse

Where got. He buycall time will be hopeful lah. Haiyoh. Correct?


Posted by piranha88 > 4 minutes ago | Report Abuse

To KYY, everything seems to be hopeless. Is he stuck with all those shares he calls hopeless or is he collecting those 'hopeless' shares now.

Sslee

4,567 posts

Posted by Sslee > 2022-10-15 12:41 | Report Abuse

What happen to Jaya Tiasa?
The FFB y to y incrrase is extraordinary:
Sept 2022 100,131 MT
Sept 2021 72,202 MT

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of September 2022 as follows:

Product Production
Fresh Fruit Bunches 100,131 metric tonnes
Crude Palm Oil 18,769 metric tonnes
Palm Kernel 4,537 metric tonnes
Logs 7,851 cubic metres
This announcement is dated 14 October 2022.


MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of September 2021 as follows:


1) Fresh Fruit Bunches -72,202 metric tonnes
2) Crude Palm Oil - 13,603 metric tonnes
3) Palm Kernel - 3,352 metric tonnes
4) Logs - 11,991 cubic metres

This announcement is dated 15 October 2021.

Sslee

4,567 posts

Posted by Sslee > 2022-10-15 12:44 | Report Abuse

JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of August 2022 as follows:


Product Production
Fresh Fruit Bunches 91,936 metric tonnes
Crude Palm Oil 17,650 metric tonnes
Palm Kernel 4,111 metric tonnes
Logs 6,890 cubic metres

This announcement is date 13 September 2022.



JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of July 2022 as follows:


Product Production
Fresh Fruit Bunches 71,881 metric tonnes
Crude Palm Oil 12,488 metric tonnes
Palm Kernel 2,664 metric tonnes
Logs 7,591 cubic metres


This announcement is dated 15 August 2022.

calvintaneng

53,164 posts

Posted by calvintaneng > 2022-10-15 14:11 | Report Abuse

Jtiasa last qtr profit 4.36 sen

annulalised 17.44

p/e only 2.86
yield is 34.8%
.

calvintaneng

53,164 posts

Posted by calvintaneng > 2022-10-15 14:13 | Report Abuse

lastest ffb is over 100,000 tonnes and Cpo price (above Rm3300 to Rm3800)

in year 2019 Cpo was only Rm2200

so Jtiasa is extremely undervalue

calvintaneng

53,164 posts

Posted by calvintaneng > 2022-10-15 14:16 | Report Abuse

At 50 sen with dividend of 2.8 sen the dividend is 5.6% better than Bank FD

also At 50 sen with Nav of Rm1.31 there is huge discount of 62% to Nta

calvintaneng

53,164 posts

Posted by calvintaneng > 2022-10-15 14:18 | Report Abuse

Dr Neoh is in Top 30 of Jtiasa
his fund Dynaquest is very sound

Dr Tan Chong Koay has two Pheim funds in Jtiasa

these are successful fund managers

investor77

737 posts

Posted by investor77 > 2022-10-15 17:23 | Report Abuse

A few months ago, price was above RM1!! Can it be they are affected by higher cost of borrowings ?

calvintaneng

53,164 posts

Posted by calvintaneng > 2022-10-15 20:59 | Report Abuse

Jtiasa borrowings was over Rm800 millions 5 years ago

Now jtiasa borrowings pared down to a mere Rm300 millions

Wirh just one month ffb harvest 100,000 tonnes at rm700 price a ton it will be rm70 million revenue

In one year revenue will be Rm70 mil x 12 or Rm840 million

Revenue is 2x debt

This is crazy

kyosan

786 posts

Posted by kyosan > 2022-10-16 12:37 | Report Abuse

shareholder plantation stock still in the money , See INNO... what is their dividen yield currently,,?

Phoebe

405 posts

Posted by Phoebe > 2022-10-16 12:45 | Report Abuse

Operation cost increase. Short of labor, increase in OT and drastic increase of fertilizer price, increase of material cost such as metal, spart parts and transportation has increase cost substancially. This hasn't take into consideration petrol will be float as market price and increase of electricity cost.

emsvsi

3,512 posts

Posted by emsvsi > 2022-10-16 12:58 | Report Abuse

DEAR KOON DOES THIS MEAN YOU ARE BUYING PLANTATION STOCKS IN ANTICIPATION OF A REBOUND AND THEREFORE WANT TO BUY CHEAP NOW

UlarSawa

35,776 posts

Posted by UlarSawa > 2022-10-16 21:57 | Report Abuse

Uncle Koon retired already leh. You dunno kah. Haiyoh. Correct?


cost.


emsvsi

3,119 posts

Posted by emsvsi > 8 hours ago | Report Abuse

DEAR KOON DOES THIS MEAN YOU ARE BUYING PLANTATION STOCKS IN ANTICIPATION OF A REBOUND AND THEREFORE WANT TO BUY CHEAP NOW

cpo_

418 posts

Posted by cpo_ > 2022-10-16 22:25 | Report Abuse

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
SUBUR TIASA HOLDINGS BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description PRODUCTION FIGURES OF THE GROUP FOR THE MONTH OF AUGUST 2022
In accordance with Paragraph 9.36 of the Main Market Listing Requirements, Subur Tiasa Holdings Berhad wishes to announce that the log and crop production figures of the Group for the month of August 2022 were as follows:

(1) Log – 6,161 cubic metres; and

(2) Fresh Fruit Bunches – 35,626 metric tons.

This announcement is dated 19 September 2022.
https://www.bursamalaysia.com/cn/market_information/announcements/company_announcement/announcement_details?ann_id=3292862

xskyriver

157 posts

Posted by xskyriver > 2022-10-19 21:26 | Report Abuse

uncle so geng... after this post... cpo starting to slowly climb back...

Johnzhang

2,955 posts

Posted by Johnzhang > 2022-10-19 22:21 | Report Abuse

Senile KYY is even more hopeless.

Posted by KashmirTour > 2022-10-21 14:42 | Report Abuse

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