Posted by virgogo > 1 week ago | Report Abuse

why argue until the cow came home. As long as cpo price average 4 k jaya tiasa will earn decent earning and give dividend. Its value of all plantations and timber concessions combined is much higher than its total market capitalisation. Compared this with many other companies with bigger capitalisations but with peanut earnings and dividend.

Posted by Mikecyc > 1 week ago | Report Abuse

Haha konartist sslleee Jtiasa just 1 year impairment RM 151.2 million is more than Jaks total 5 years Impairment… how about preceding FY … no wander Total Asset is keep reducing:



👉👉👉 FY24 : Impairment of Total RM 151.2 million!😱🤔


>> Referred to QR ended September 2024 :

👉Total Assets : RM 1970 million vs June 2024 RM 1979 million , is reduced by RM 9 million.

👉👉Acquisition n Disposal of PPE :

> Acquisition = RM 9.1 million
> Disposal = ( RM 0.94 million)

Total Assets is reduced:

2019 : RM 2406 million

2023 : RM 1955 million ( - 451 million )

2024 : RM 1979 million ( + 24 million )

👉👉Is reduced by RM 427 million from 2019 to 2024 , ie : over 5 years .

Posted by Mikecyc > 1 week ago | Report Abuse

FY21 Annual Report :

👉A total of RM45.5 million of CPO Future hedging loss was taken up during
the year. Our cash flow from Operating Activities contracted 21% to RM146.4 million.


What is the price of CPO in Malaysia 2021?


The MPOC forecasts that for the entire 2021, CPO prices will trade within the range of RM3,517/MT to RM4,745/MTwith an average of RM4,131/MT.


CPO Local Prices
2021 2020
Sep 4,556 2,924
Oct 5,051 2,980
Nov 5,341 3,422

Posted by Sslee > 1 week ago | Report Abuse

30/09/2024 30/06/2024
RM'000 RM'000
Net assets 1,553,555 1,514,946

Depreciation and amortisation 34,326 34,669

Dividend paid (34,129) (16,456)

Really LOL. Don't even know what the different between depreciation and impairment?
Better keep your money in FD if you really have money and not wasted on Jaks.

Posted by Mikecyc > 1 week ago | Report Abuse

Jaks , PMcorp n Yinson financial ratios comparison:


1.) Jaks : Price RM 0.135

EPS 0.71 sen
Trailing PE (Sector Median: 21.1) 18.9
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.78 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 4.0) 35.93 %
ROE (ROIC: 0.73) 0.93 %
NTA 0.6000


2.) PMCorp : Price RM 0.135

EPS -12.97 sen
Trailing PE (Sector Median: 14.0) 0.0 ( - 1.04 )
Current Ratio 1.42
Debt-Equity (DE) Ratio 0.6
FCF Yield -5.37 %
Revenue QoQ -11.14 %
Revenue YoY -11.14%
Profit QoQ 88.2 %
Profit YoY -171.45 %
Profit Margin (Sector Median: 2.1) -46.2 %
ROE (ROIC: 11.05) 12.81 %
NTA 0.2326


3.) Yinson : Price RM 2.60

EPS 28.52 sen
Trailing PE (Sector Median: 9.5) 9.1
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.63 %
Revenue QoQ -3.25 %
Revenue YoY -29.03%
Profit QoQ 0.0 %
Profit YoY -2.4 %
Profit Margin (Sector Median: 5.8) 8.99 %
ROE (ROIC: 4.16) 10.24 %
NTA 1.8900

Posted by Mikecyc > 1 week ago | Report Abuse

Haha as usual the Best Wayang Director Konartist sslleee like twisting on Insas Other Operating Expenses is High yearly.. he said is Due to Commission, want to write to Insas to include Commission wording in Other Operating Expenses… after Big 👄 then Diam Diam Anjj jjing liaw …🤣🤣🤣👍

So Konartist sslleee still No update on yr AGM questions… is a Bad sign le .. 😱😱😱🤔


👉Is impairment included in depreciation and amortization?


Impairments are not the same as depreciation or amortization. In the case of depreciation or amortization, the loss of value of the asset is anticipated and planned for. With impairment, the loss in value is unexpected.

Impairment is the permanent reduction in the value of a fixed asset or intangible asset to the point that its market value is less than the value recorded on the financial statements. Under GAAP, impairments are entered as a loss on the income statement. Impairments are not the same as depreciation or amortization.

Posted by Mikecyc > 1 week ago | Report Abuse

Jaks , PMcorp n Yinson financial ratios comparison: 👉 ( add in Konartist Sslleee promoted SCIB with TP RM 1.00 by early 2025 , without knowing the Major over 20 % is on Force Sell .😱🤔) :


1.) Jaks : Price RM 0.135

EPS 0.71 sen
Trailing PE (Sector Median: 21.1) 18.9
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.78 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 4.0) 35.93 %
ROE (ROIC: 0.73) 0.93 %
NTA 0.6000


2.) PMCorp : Price RM 0.135

EPS -12.97 sen
Trailing PE (Sector Median: 14.0) 0.0 ( - 1.04 )
Current Ratio 1.42
Debt-Equity (DE) Ratio 0.6
FCF Yield -5.37 %
Revenue QoQ -11.14 %
Revenue YoY -11.14%
Profit QoQ 88.2 %
Profit YoY -171.45 %
Profit Margin (Sector Median: 2.1) -46.2 %
ROE (ROIC: 11.05) 12.81 %
NTA 0.2326


3.) Yinson : Price RM 2.60

EPS 28.52 sen
Trailing PE (Sector Median: 9.5) 9.1
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.63 %
Revenue QoQ -3.25 %
Revenue YoY -29.03%
Profit QoQ 0.0 %
Profit YoY -2.4 %
Profit Margin (Sector Median: 5.8) 8.99 %
ROE (ROIC: 4.16) 10.24 %
NTA 1.8900


4.) SCIB : Price RM 0.25
EPS 0.33 sen
Trailing PE (Sector Median: 13.7) 74.8
Current Ratio 1.53
Debt-Equity (DE) Ratio 1.1
FCF Yield -13.07 %
Revenue QoQ 0.13 %
Revenue YoY 14.57%
Profit QoQ -166.01 %
Profit YoY -223.97 %
Profit Margin (Sector Median: 6.4) 1.27 %
ROE (ROIC: -10.78) -12.47 %
NTA 0.2300

Posted by sherlock > 1 week ago | Report Abuse

congrat

Posted by speakup > 1 week ago | Report Abuse

Super bullish stock how come OTB and KYY no promote kuat kuat?

Posted by Sslee > 6 days ago | Report Abuse

Will it be another good day for Jaya Tiasa?

Market Summary
Company Announcements
Market Information
Market Data Overview
Market Data Overview
As at 29 Nov 2024 05:15 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
No Name Month Last Done Change Vol (`00) OI
1 FCPO Feb 2025 5,023.0000 +138.0000 45,798 125,812
2 FCPO Mar 2025 4,903.0000 +110.0000 17,966 51,163
3 FCPO Jan 2025 5,128.0000 +163.0000 11,288 40,449
4 FCPO May 2025 4,642.0000 +58.0000 10,552 30,477
5 FCPO Apr 2025 4,768.0000 +77.0000 9,740 25,511
6 FKLI Dec 2024 1,595.0000 - 8,297 39,455
7 FCPO Dec 2024 5,236.0000 +176.0000 2,640 6,459

Posted by Sslee > 6 days ago | Report Abuse

You need to work out the revenue for month Oct, Nov and Dec based on reported CPO and PK month average MPOB spot price and jayatiasa reported CPO and PK production.

It is still too early to estimate coming quarter ended 31/12/2024 earning.
But based on quarter end 30/9/2024 earning when quarter average CPO price 3935 and PK 2452 and Quarter ended 31/12/2024 should be much higher thus earning should be higher.

Posted by Sslee > 6 days ago | Report Abuse

When I bought Jayatiasa my aim is to build a portfolio that will give me good dividend. I only estimate as long as CPO can stay about 4000 it will be already very good.

So anything above that is extra bonus for me.
Note: PK price is now 3500+

Posted by kl_guy > 6 days ago | Report Abuse

FCPO already at rm5000 level. Jtiasa coming quarter will be great .

Posted by Berlin > 6 days ago | Report Abuse

Happiness is JTiasa share price overhauling JPG's. It can only achieve this feat with strong hands buying for the longer term and believing in JTiasa's future.

Posted by mf > 6 days ago | Report Abuse

2024-12-02

Price Target

AirAsia X Berhad - Stronger Quarter Ahead
Source : PUBLIC BANK, Price Call : BUY, Price Target : 2.47
Last Price : 1.90, Upside/Downside : +0.57(30.00%)

Posted by kl_guy > 6 days ago | Report Abuse

my target rm1.50 coming

Posted by AlphaAdventurer > 6 days ago | Report Abuse

Floods cause crude palm oil prices to soar

https://www.bernama.com/tv/news.php?id=2369425

Posted by G-boy > 6 days ago | Report Abuse

sslee 3:0 mike!!!
totally dominate win

Posted by calvintaneng > 6 days ago | Report Abuse

JTIASA (GIANT TREASURE)

206,000 ACRES! BIGGER THAN SPORE LAND AREA OF 180,000 ACRES

The ASEAN Century Southeast Asia on the rise 1) Malaysia. 2 to 5: the Philippines, Thailand, Indonesia, and Vietnam.

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-12-02-story-h475645343-The_ASEAN_Century_Southeast_Asia_on_the_rise_1_Malaysia_2_to_5_the_Phili

Posted by Philip ( buy what you understand) > 6 days ago | Report Abuse

3 months without mikecyc polluting this thread is a godsend. I was wondering why he wasn't arguing and fighting today as well then realized his amount suspended. I wish him all the best and hope he can spend the time to study and learn how to improve his stock selection ability and patience to hold.

To sslee. Good job indeed

Posted by s3phiroth > 6 days ago | Report Abuse

Better cut 5% ffb production for this quarter because malaysia's ffb production level is lower than last year.

Posted by value_invest > 9 hours ago | Report Abuse

If we assume that the coming 2Q - OCT to DEC: same as last FY2024:-
1) FFB 345,778 MT,
2) CPO production 69092 same as last FY 24.
3) Average spot CPO 4400 to 4500.

What is your estimated for coming 2Q Earning?
Reading on phillip posting mentioning, you estimate PBT 130mil coming Q? Seem good earning..
The management has forecast the FY2025 FFB 1.2mil MT. in increase of about 10%..

Posted by Patient Investor > 6 days ago | Report Abuse

would the logging and manufacturing business ever be return to prime ?

Posted by sunnyguy > 6 days ago | Report Abuse

with tightened control from state government on the forest resources, it is nearly impossible for the timber division to achieve the good result same as its prime time (2015-2017), just my own opinion.

Posted by G-boy > 6 days ago | Report Abuse

good bye mike...hope you be a good guy after reborn..

Posted by calvintaneng > 5 days ago | Report Abuse

Yes ah?

The fella who us grandmother story suspended by i3 admin?

Well done i3 admin

Now let palm oil bull run go up in peace

✌️

https://biblehub.com/proverbs/22-10.htm

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho as said earlier unloading shl take 3 days ….

Posted by Save > 5 days ago | Report Abuse

Is Jtiasa drawing a technical chart of a bowl and handle pattern? If so Target 1.60. Fatt.

Posted by jjohnchew > 5 days ago | Report Abuse

Hoho is not Cup n Handle …

Posted by jjohnchew > 5 days ago | Report Abuse

Volume : 45,459,009

Price : 1.37

VWAP : 1.37

-

Volume : 27,161,000

Price : 1.39

VWAP : 1.365

Posted by Up_down > 5 days ago | Report Abuse

Share price is mainly drived by CPO prices.

Posted by ta5851 > 5 days ago | Report Abuse

Good job admin. At last can really read good info about jtiasa instead of full with toxic rubbish.

Posted by Up_down > 5 days ago | Report Abuse

CPO price is volatile and good to traders.

Posted by Philip ( buy what you understand) > 5 days ago | Report Abuse

Actually, the share price is driven by revenue and earnings output. If you know that next quarter oct Nov dec your average cpo price are 4800-5000, you will be guaranteed a monster of a dividend. And looking at jtiasa history, they will probably be giving it out next quarter. So if you bought at rm1 and you receive 10 cents dividend for the year, how much would you rate the price of jtiasa especially if they retire their debt this year?

>>>>
Up_down

Share price is mainly drived by CPO prices.

Posted by pang72 > 4 days ago | Report Abuse

Haha! No wonder so quiet..
Tikus in jail

Posted by investor77 > 4 days ago | Report Abuse

Thank God Mikey is not spamming this Forum !!! Anyway, Today, Spot CPO price is Rm 5250 !! as can be verified by Klse Screener. What with Ave Cpo price of 4500 to 5000 for the coming 3 months, EPS will definitely be higher than this Qtr 7.47. !!
Did you all notice the highest Nett Profit Margin to Revenue is by Utd Plt , around 40%, followed by HS Plant and Innovest at 31%. Jaya tiasa is at 26 %, but will definitely be higher next quarter as will be Totally Free of Debts and higher A.S.Price. A good Div will be declared as they have not declared any. So let us hope price will catch up with its NTA of RM 1.50. Definitely a growth share as last Qtr Earnings impeded by Higher Taxation of more then normal 24%.

Posted by speakup > 3 days ago | Report Abuse

pity those who sold cheap. now they buy back at high price

Posted by pang72 > 3 days ago | Report Abuse

SOP up 6c to 3.52
Tsh up 6c to 1.21
JTIASA up 1c to 1.42

Plantation stock are moving upnow

Posted by pang72 > 3 days ago | Report Abuse

No doubt coming QR will be much better because of avg cpo range rm4500 to rm5300 provided sale volumn maintain which is high possible

Posted by pang72 > 3 days ago | Report Abuse

JTIASA management need to work out the plan to keep the mill efficient through out the year like utdplant... to maintain 7c eps per quarter..

Hopefully they have the plan in place...

This shall be the way to manage...

Don't lose to utdplant... Angmo company..

Malaysia boleh!!

Posted by G-boy > 3 days ago | Report Abuse

utdplant..their R&D help alot

Posted by Sales > 3 days ago | Report Abuse

Don't worry, if Jtiasa already sold, go to TSH.

Posted by pang72 > 3 days ago | Report Abuse

Wait for many days, hardly drop leh..
Tikus into jail, no misleading information sharing..
Lagi no chance to drop..

HAIZ...

Posted by pang72 > 3 days ago | Report Abuse

I am wondering if don't buy at $1.40 will buy at $2.00 level after next booming QR out

Posted by G-boy > 3 days ago | Report Abuse

sure will buy in rm2...plan sell in rm3...

Posted by G-boy > 3 days ago | Report Abuse

i been cheating by mikecyc and sold ticket because drop below trend line also..
luckily manage buy back in half position... what a waste!

Posted by G-boy > 3 days ago | Report Abuse

these 7days volume...scary sky high!

Posted by pang72 > 3 days ago | Report Abuse

Good to reenter at $1.40 level..
Investors are accumulating the tickets quietly..

Today another 3c profits..

What a good day... Everyday.... for a week liao:)

Posted by speakup > 2 days ago | Report Abuse

Hands up who bought?

Posted by speakup > 14 hours ago | Report Abuse

amboi! nobody bought at dip?

Posted by Patient Investor > 14 hours ago | Report Abuse

@calvintaneng I was being offered a agriculture land deal for rm6000 per acre in Sabah, worth it? It has oil palm but havent been managed for long time, so i assume the trees should already past prime.