Posted by Up_down > 6 days ago | Report Abuse

QE has resumed following short life QT of 10 months. Fed implemented QT from May 2022 until Feb 2023 and US 630 billion had been withdrawn from the market. In mere 1 week, an indirect QE US 308 billion was pumped into the market. "the Fed sharply increased its lending to banks—to the tune of $308 billion, up by $303 billion from the prior week. Only $12 billion of that was through the emergency Bank Term Funding Program (BTFP), while $153 billion was through the traditional discount window and $143 billion was tied to Silicon Valley Bank and Signature. "

Posted by calvintaneng > 6 days ago | Report Abuse

https://tradingeconomics.com/commodity/palm-oil


Jtiasa did very well even in year 2019 when Cpo was Rm2200

It managed to pare down lots of debts

Now Cpo at above Rm3500 to Rm4500 all remaining debts will evaporate & then Jtiasa will be debt free and cash rich

https://tradingeconomics.com/commodity/palm-oil

Click on chart all button to see Fulll History of CPO

Posted by calvintaneng > 6 days ago | Report Abuse

Jtiasa did very well even in year 2019 when Cpo was Rm2200

It managed to pare down lots of debts

Now Cpo at above Rm3500 to Rm4500 all remaining debts will evaporate & then Jtiasa will be debt free and cash rich

https://tradingeconomics.com/commodity/palm-oil

Click on chart all button to see Full History of CPO

Posted by speakup > 5 days ago | Report Abuse

Investing in Jtiasa now, is like planting a Palm Oil tree...... just wait until it matures and it fruits...... then u harvest $$$
Plants dont grow overnight, so need sabar

Posted by Up_down > 5 days ago | Report Abuse

Malaysia planted area was at the peak of 5.9 million hectare in year 2019. The planted area is getting smaller year by year and dropped until 5.67 in year 2022 or the planted area has contracted by 3.8%. It could be due to replanting exercise is being carried out at slow pace.

Posted by Up_down > 5 days ago | Report Abuse

Average age profile of Malaysia palm old trees is deteriorating as more than 2 million hectare of the trees over 22 years old. Replanting costs is between MYR 20k to MYR 30k per hectare.

Posted by VincentTang > 5 days ago | Report Abuse

Palm oil price big drop 3.7% to 3644 now.

Posted by Up_down > 5 days ago | Report Abuse

Risks is inevitable in investing and therefore, what we can do is to minimize it through more understand the company itself, comparison within its peers, the development of the industry and the macro environment especially QE/QT and how Fed lead the direction of Interest rates. It doesn't mean i would ignore entirely CPO prices and the story might be different when CPO prices were hovering between 5k to 6k.

Posted by Income > 5 days ago | Report Abuse

Jaya Tiada?

Posted by Up_down > 5 days ago | Report Abuse

Jaya Tiada and Jtiasa works in cyclical. It depends when we catch it up to wait it turn from Tiada to Tiasa or vice versa. Lol

Posted by Up_down > 5 days ago | Report Abuse

When the CPO price is very high then the company would turn into Jaya Tiada and vice versa.

Posted by Up_down > 4 days ago | Report Abuse

Fed rate hike is peaking and max would be adding another 0.25% in the next meeting. No matter how, pausing rate hike and starts cutting interest rate are the only way out to safe the economy. QE will be the only possible way to save banks.

Posted by speakup > 4 days ago | Report Abuse

First interim dividend 1.5¢
Final dividend probably another 1.5¢ (minimum). This in Nov

Posted by Income > 4 days ago | Report Abuse

Still Jaya Tiada?

Posted by VincentTang > 4 days ago | Report Abuse

Palm oil price drop non stop. Better sell/avoid Jtiasa.

Posted by speakup > 4 days ago | Report Abuse

Today u plant a tree from seed, u expect it to fruit tomorrow meh? Of course not! Likewise your investment in Jtiasa will require some time to fruit and harvest

Posted by pang72 > 4 days ago | Report Abuse

https://www.sinchew.com.my/20230323/%e6%a3%95%e6%b2%b96%e8%bf%9e%e8%b7%8c%e6%8a%a53571/

Posted by pang72 > 4 days ago | Report Abuse

Cpo drop to rm3571
Haiz.... No use cursing me..
The more you curse, the more it's will drop

Posted by speakup > 4 days ago | Report Abuse

@pang72, speakup wont curse ppl, unlike some ppl we know
everybody entitled to their own opinion. u dont like Jtiasa, nevermind is ok with me

Posted by calvintaneng > 4 days ago | Report Abuse

Some thoughts about Jtiasa

1. Jtiasa was able to pare down Rm150 millions debt per year for last 5 years even when Cpo was Rm2200

at that time when Cpo was Rm2200 the cost of cpo production only Rm1400

so there was a Rm800 gross profit margin

and Jtiasa used those cash to quietly paid off bank loans

Posted by calvintaneng > 4 days ago | Report Abuse

Now Cpo still above Rm3500 and Jtiasa cost of cpo production gone up to Rm2000

but the gross profit is now higher at Rm1500

so look at the overall earnings at the bottom line

Posted by calvintaneng > 4 days ago | Report Abuse

Many palm oil co like hs plant, Sop, Taann and Tsh have turned into net cash co

as such there will no longer need

1. to service bank loans
2. also save on high bank interest payment

3. those with net cash will even benefit from high dividend on their cash pile

and Jtiasa will soon join them

a co with lots of FCF (free cash flow ) will now turn sanguine and generous

so Jtiasa paid 2.8 sen previous qtr and 1.5 sen this qtr as duvidends

Posted by calvintaneng > 4 days ago | Report Abuse

Outside now full of dangers

Pang72 greenpacket crashed by 90% from Rm1.60 to less than 6 sen and Pang72 got his hand burned

Speakup took warning and escaped from Mmag at Rm1.60

Mmag crashed by more than 96% to only 2.5 sen and Speakup hopefully escaped

Then Revenue, Dnex and Cfm (computer form) suddenly crashed without warning

so stay very safe in Jtiasa and palm oil

Posted by VincentTang > 3 days ago | Report Abuse

Cpo drop to rm3531 now.

Posted by Up_down > 3 days ago | Report Abuse

Squeezing game again. See how low it can go. I would make it slightly more... Be aware of margin.

Posted by Up_down > 3 days ago | Report Abuse

What if CPO price drop to RM 3k level? I am merely a small potato but i would keep playing squeezing game with the Mr. Market. The next stop would be 62 cents and follow by 57 cents and go for the extreme 47 cents. See who would suffer more paper loss in the end. lolz

Posted by Up_down > 3 days ago | Report Abuse

According to the trend of monthly FFB production for last 10 years, this year 2023 Jtiasa FFB production would be increased by 15% to 20% in comparison with year 2022.

Posted by Up_down > 3 days ago | Report Abuse

Before you buy Jtiasa, you should think about what game you want to play with Mr Market. If not, Mr Market would squeeze you kaw kaw! As for me, I have allocated a team of kamikaze trops to fight with them.

Posted by kl_guy > 3 days ago | Report Abuse

Jtiasa still on downtrend , better wait for bottom to pick up. I looking at 50-55sen

Posted by Income > 2 days ago | Report Abuse

Still Jaya Tiada?

Posted by pang72 > 2 days ago | Report Abuse

Correct.. Full of danger..
Calvin punya JTIASA crashing from 1.20 to 60c...

Better put your money in FD.

Posted by calvintaneng > 2 days ago | Report Abuse

UNDERSTANDING FED QE (Quantitative Easing) & QT (Quantitative Tightening), Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-03-25-story-h-275177047-UNDERSTANDING_FED_QE_Quantitative_Easing_QT_Quantitative_Tightening_Cal

JTIASA HAS FAST FLOWING INCOMING CASH

WILL BE DEBT FREE SOON

Posted by Income > 2 days ago | Report Abuse

No additional addict to Jaya Tiada

Posted by Income > 2 days ago | Report Abuse

Correct Pang72,
All good names Siffu must know when to buy and sell.
Now losing 50% Jaya Tiada. How? Can claim losses from Siffu Calvin???

If can’t claim losses from Siffu Calvin, don’t teach nonsense here lah.
Every good Siffu must tell students when to buy and when to sell.
If can’t do that… then don’t teach here lah


Posted by pang72 > 3 hours ago | Report Abuse
Correct.. Full of danger..
Calvin punya JTIASA crashing from 1.20 to 60c...

Better put your money in FD.

Posted by pang72 > 3 hours ago | Report Abuse

Correct.. Full of danger..
Calvin punya JTIASA crashing from 1.20 to 60c...

Better put your money in FD.

Posted by Income > 2 days ago | Report Abuse

Rule no. 1: Don’t fall in love with stocks.
Rule no. 2: You only fall in love with your spouse lah.
Rule no. 3: Always remember Rule no. 1 and Rule no. 2.

Posted by calvintaneng > 2 days ago | Report Abuse

Bank Fd?

Why the trouble?

Jtiasa already given 1.5 sen + 1.5 sen or a total of 3 sen dividend

That is 4.6% which is than any bank fd and that is not all yet as May and August 2023 we can expect even more dividends

Posted by pang72 > 2 days ago | Report Abuse

Aiyo..
Calvin Sifu,
I got 4.6% dividend from JTIASA then losing capital 50%.
At the end, 45% lose in capital minus of 5% gain fr dividend.

INVEST 100k in JTIASA, end day balance capital 55k.

I put in FD 4% for 100k. Capital 104k end of year.

I win you panjang satu north south highway

Posted by calvintaneng > 2 days ago | Report Abuse

Why?

Now Jtiasa is 64 sen

we are talking of buying Jtiasa in the present moment

Posted by Income > 2 days ago | Report Abuse

Calvin forgot that he bought or promoted Jaya Tiada at Rm 1.20
Now Calvin talks he is talking Jtiasa at 64 sen…

Correct Pang72,
All good names Siffu must know when to buy and sell.
Now losing 50% Jaya Tiada. How? Can claim losses from Siffu Calvin???

If can’t claim losses from Siffu Calvin, don’t teach nonsense here lah.
Every good Siffu must tell students when to buy and when to sell.
If can’t do that… then don’t teach here lah

Posted by calvintaneng > 2 hours ago | Report Abuse
Why?
Now Jtiasa is 64 sen

we are talking of buying Jtiasa in the present moment


Posted by pang72 > 3 hours ago | Report Abuse
Correct.. Full of danger..
Calvin punya JTIASA crashing from 1.20 to 60c...

Posted by calvintaneng > 2 days ago | Report Abuse

so how ?

did you tell me you bought ?

why only now come out to say

now Jtiasa is 64 sen

we must talk about now and now Jtiasa at 64 sen is now cheap as it is giving 4.6% dividend

so if you had bought high then now at 64 sen is certainly a cheaper entry price

but remember this

all must study and do due diligence before buying or selling

Posted by VincentTang > 1 day ago | Report Abuse

Cpo drop to rm3512 now.

Posted by $$ BUYSELL $$ > 1 day ago | Report Abuse

still going downtrend wait for sign to uptrend.

Posted by pang72 > 1 day ago | Report Abuse

Aiyo Calvin,
You asked to buy JTIASA from 1.20 to 64c...
So, if I bought 1.20 till now.. Rugi 50% capital... 1
You know!!!

So, do I still buy JTIASA for 64c?
Drop to 50c later, rugu lagi...

Faham...

Posted by calvintaneng > 1 day ago | Report Abuse

Pang72

short term I cannot tell if Jtiasa will drop further or not

but VALUE HAS EMERGED

last time like this

these palm oil stocks were all cheap

Ijmplant was Rm1.86
Klk took it private Rm3.10

Kwantas went from from Rm1.20 to 55 sen
then owner took it private at Rm1.65

Kulim was downtrending at Rm2.50 and Johor Corp took it private at Rm4.10 (up 60%)

Tmakmur was Rm1.38
PAHANG Royalty took it private at Rm1.90

so Jtiasa???

Posted by speakup > 21 hours ago | Report Abuse

It's all about Holding Power and Buying Power
Say u buy at 64sen then it drop to 50sen, u must have Buying Power to buy more at 50sen and Holding Power to ride through the storm. Then when the storm is over and sun shines again, u sell for Big Profit.

Because Nobody Knows The Future Price.

Posted by Income > 20 hours ago | Report Abuse

All berjaya.
Hold tight tight.

Posted by Income > 19 hours ago | Report Abuse

Posted by speakup > 58 minutes ago | Report Abuse

It's all about Holding Power and Buying Power
Say u buy at 64sen then it drop to 50sen, u must have Buying Power to buy more at 50sen and Holding Power to ride through the storm. Then when the storm is over and sun shines again, u sell for Big Profit.


Ini macam cerita
Teh O yang suruh Supporters dia average down.
Dan mati tak bangun.

Posted by JalanTembok > 17 hours ago | Report Abuse

Good morning,
Investors need to have mindset of investing in companies for longer durations than just weeks or months. And if they did not chase high price stocks such as those with high PER, they will not become worried and frustrated even if stock prices fall. To treat stock investing as a short term trade or gamble can often bring about negative consequences.

Posted by CAWALLUK > 17 hours ago | Report Abuse

At the present time, I would far rather have my money in undervalued reasonably profitable plantation shares than grossly overvalued USA, European or U.K. bank shares.

Posted by Income > 9 hours ago | Report Abuse

Posted by speakup > 58 minutes ago | Report Abuse

It's all about Holding Power and Buying Power
Say u buy at 64sen then it drop to 50sen, u must have Buying Power to buy more at 50sen and Holding Power to ride through the storm. Then when the storm is over and sun shines again, u sell for Big Profit.


——
You know Teh O always curse people… shameless liar and run over by car on the street.
Don’t play with Teh O multiple millionaire mouth. Haha