JAYA TIASA HOLDINGS BHD

KLSE (MYR): JTIASA (4383)

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Last Price

1.23

Today's Change

-0.02 (1.60%)

Day's Change

1.21 - 1.25

Trading Volume

3,761,900


15 people like this.

11,804 comment(s). Last comment by sianghoieleow 59 minutes ago

MrFox

713 posts

Posted by MrFox > 3 days ago | Report Abuse

TLP Investment Highlights- AmInvestment Bank

We maintain BUY on YTL Power International (YTLP) with an unchanged SOP-based fair value of RM5.10/share. Although we have raised YTLP Seraya’s earnings, our fair value for YTLP is unchanged on lower asset value for Wessex Water due to its losses. Our fair value implies FY25F PE of 13x - at parity to its 2-year average. We ascribe a neutral 3-star ESG rating to YTLP.

YTLP’s 1HFY24 results were 35% above our forecast and 14% above consensus. YTLP exceeded our expectations due to stronger-than-expected earnings from YTLP Seraya in Singapore. We have raised YTLP’s FY24E net profit by 35% to account for this.

YTLP Seraya has been recording a pre-tax profit of RM1bil per quarter in the past 3 quarters. We believe that YTLP Seraya is benefiting from the fall in gas costs and retail contracts, which have locked-in profit margins. YTLP also enjoys stronger contribution from YTLP Seraya as the SGD has been appreciating against MYR. According to Bloomberg, average exchange rate was S$1.00: RM3.45 in 1HFY24 vs. S$1.00: RM3.25 in 1HFY23.

Pre-tax profit of YTLP Seraya in Singapore surged to RM2.1bil in 1HFY24 from RM591.4mil in 1HFY23. Pre-tax profit margin rose to 27.3% in 1HFY24 from 8.6% in 1HFY23.

The water and sewerage division (Wessex Water) swung into a pre-tax loss of RM104.2mil in 1HFY24 in contrast to a pre-tax profit of RM9.3mil in 1HFY23. This was due to higher interest expenses from inflation-linked bonds. On a quarterly basis, pre-tax loss of the division widened to RM69.5mil in 2QFY24 from RM34.8mil in 1QFY24.

Pre-tax losses of the mobile broadband unit (mainly YES network) narrowed to RM137.5mil in 1HFY24 from RM155.9mil in 1HFY23 due to increased billings from various projects such as the construction of base stations.

YTLP is currently trading at an attractive FY25F PE of 10x, which is lower than its 2-year average of 13x.
............................................................

YTLP plus AI Data Centre in collaboration with NVIDIA, FY 25 PE should be at least 18x.



Source: AmInvest Research - 23 Feb 2024

calvintaneng

52,865 posts

Posted by calvintaneng > 3 days ago | Report Abuse

How come people so short sighted talking about Ytl power Seraya power plants here?

Don't you know Singapore is moving up to clean green energy from hydro, biofuel and solar in near future and gas fired power plant will be phased out one day in Singapore,?

Last time in Chua Chu Kang and Lim Chu Kang there were pig farms in Singapore. Now no more as they were phased out to Indonesia. So will be gas fired polluting power plants finally phased out
How can a City of so many Billionaires and Multi Millionaires allow pollution? Like fossil power that pollutes?
So Singapore going to get clean energy directly from Sarawak. Abang Jo also asked Singapore to setup Data Centers in Sarawak as well.
Now we see in many Apt flats in Singapore where Ev charger stations have been installed
So like pig farms all future polluting industries will be phased out
Latest news from Singapore. They will impose flying out tax for planes using green biofuel
Biofuel?
It will come from Jtiasa's 206,000 acres of palm oil
Already 171,000 acres of palm oil fully matured
And 171,000 acres is 97% of Singapore landmass of 177,000 acres
Look at the bright biofuel of jtiasa and the sunset industry of fossil fuel just like those dirty pig farms phased out
Who knows?
Singapore might well attract Trillionaires to its Clean Green City State one fine day

Mikecyc

43,091 posts

Posted by Mikecyc > 3 days ago | Report Abuse

Haha no worries… after Having 2 Casinos to create 80,000 job vacancies, Singapore can open another 2 Casino….

calvintaneng

52,865 posts

Posted by calvintaneng > 3 days ago | Report Abuse

Pig farming phased out sets a precedent for all other polluting industries to be phased out eventually

See

“Taking into account the land constraints in Singapore and looking forward, the government said the land was needed for housing, and pigs were causing land and water pollution,” recalled Dr Ngiam Tong Tau, who was Director of Primary Production at that time. “Cabinet then decided that pigs had no place in Singapore, and we had to phase them out.” Forced to confront these environmental and economic trade-offs, the decision to end pig farming was made in 1984, despite rosy production figures.

Read full article

https://www.sfa.gov.sg/food-for-thought/article/detail/journeys-of-transformation-singapore's-pig-farmers-after-pig-farming

Posted by sohaitrader > 2 days ago | Report Abuse


Please don't change the subject. Let the readers focus on JTiasa

Posted by sohaitrader > 2 days ago | Report Abuse

why talk about YTLpower here ?? to distract attention?

Mikecyc

43,091 posts

Posted by Mikecyc > 2 days ago | Report Abuse

Haha Soohhai kon Stockraider appeared to support the main Promoter partner in Netx on 2020 ( 1 of 46 Kon stocks as a news article) ..

Posted by Investformilkmoney > 2 days ago | Report Abuse

Next week go up again

Posted by sohaitrader > 2 days ago | Report Abuse

i dont care about stockraider la can you (mikecyc) just shut up your mouth and leave here if u dont hold jtiasa

chamlo

1,159 posts

Posted by chamlo > 2 days ago | Report Abuse

QR still no news because worse QOQ like many CPO counters?

Mikecyc

43,091 posts

Posted by Mikecyc > 2 days ago | Report Abuse

Investformilkmoney
Investformilkmoney | Joined since 2021-06-03

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calvintaneng
calvintaneng

syahmir
syahmir

Posted by Investformilkmoney > 2 days ago | Report Abuse

Mickey mouse checking my profile? I joined stock market in 2021 and lose some $ following the news. Without guidance then lose money lo. But later read advices from Sifus and found blogs about plantation. From there and guides in the blogs I started not losing $, and eventually become green, thanks to Calvin and other sifus.

Posted by Investformilkmoney > 2 days ago | Report Abuse

Mickey mouse, Elon Musk made Disney share price drop.

Sslee

4,104 posts

Posted by Sslee > 2 days ago | Report Abuse

Repost:
Inno
Quarter
Revenue
PBT
NP
NP to SH
NP Margin
ROE
EPS
DPS
NAPS
QoQ
YoY
Financial Year: 31-Dec-2023
31-Dec-2023 63,275 21,574 16,632 16,632 26.29% 5.34% 3.47 3.00 0.6500 - % - %
30-Sep-2023 59,277 21,933 16,933 16,933 28.57% 5.53% 3.54 2.75 0.6400 57.18% 13.04%

Jayatiasa
Financial Year: 30-Jun-2024
30-Sep-2023 248,003 93,035 66,835 66,833 26.95% 4.57% 6.90 0.00 1.5100 11.26% 96.65%

Make a guess what will be jayatiasa quarter ended 31 Dec 2023 result?

Note: quarter end 31/12/2023
Inno FFB: 77,293 CPO 15,810 Palm kernal 2,982
Jayatiasa FFB: 335,778 CPO 69,092 Palm kernal 16,094 Log 27582

Sslee

4,104 posts

Posted by Sslee > 2 days ago | Report Abuse

Very simple in 2020 (onset of covid-29) the CPO price is about RM 2500 today CPO price you can refer MPOB CPO spot price

https://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?more=Y&jenis=3M

Sslee

4,104 posts

Posted by Sslee > 2 days ago | Report Abuse

Sorry typo error covid-19

Sales

3,181 posts

Posted by Sales > 2 days ago | Report Abuse

If you guys hate this stock, you're welcome come to leave. Please move on...

Posted by sohaitrader > 2 days ago | Report Abuse

ya dont distract attention here.. jtiasa holder will receive big rewards this year.. those who dont hold it just leave here and dont spam this forum .. we just want to focus on jtiasa matters.. any others story please dont share here .

calvintaneng

52,865 posts

Posted by calvintaneng > 2 days ago | Report Abuse

Happy morning all at JAYA TIASA (ALWAYS SUCCESSFUL & THEREFORE ALWAYS JOYFUL)

Jaya Tiasa 171,000 Acres Palm oil out of 206,000 Acres now in Prime Fruitful Age

171,000 Acres is 2.34 Times Penang Island Size

Just imagine Penang Island

2 Penang Island Plus 1/3 More!

ALL COVERED FULLY WITH THE MOST FRUITFUL VEGE OIL ON PLANET EARTH

NO NEED FURTHER CAPEX FOR PLANTING OR REPLANTING

SO TIME TO SEE STRONG CASH FLOW

AND SINCE NO NEED FOR FURTHER EXPENSE THESE CASH INFLOWS COULD GO TO SHAREHOLDERS LIKE

THIS >>> https://www.youtube.com/watch?v=kTOHJZY2VRE

calvintaneng

52,865 posts

Posted by calvintaneng > 2 days ago | Report Abuse

Blog: A LOOK AT DIVIDEND PERFORMANCE BETWEEN PALM OIL & BANKS, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/608619778

calvintaneng

52,865 posts

Posted by calvintaneng > 2 days ago | Report Abuse

value_invest

Don’t expect TSH dividend to increase in near future. Even TSH sold some land to clear all the debts, the company is expecting to use the cash and even debts for planting expansion again, which is capex intensive. So there is limited cash for dividend in near future. Dividend will only come in after 7 yrs when the capex is over and the plant tree start producing fruits. This is in the situation when some shouted jtiasa 7 yrs ago (2016, debts 1.3bil) at RM2.50 at the initial planting expansion stage. Now 7 yrs later (2024), jtiasa start to paying off debts and tree producing good fruits. Company will start to pay good dividend coming years with all the free cash. If you are interested in plantation stock, Jtiasa will be prefer pick now, or TSH will be GOOD 7 yrs later in 2031.

1 hour ago


calvintaneng

Value Invest only 50% correct

JAYA TIASA NOW AT STAGE 6


THE 7 PHASES OF A SUCCESSFUL PALM OIL COMPANY, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

And TSH is Now at Stage 5 (Not stages 1 -3 where it has no income & high bank loan to service)

TSH already Sold Bulugan lands for Rm731.09 Millions & CASH OF RM465 MILLIONS ALREADY RECEIVED

PLUS IT HAS ONLY ONLY RM17 MILLIONS NET DEBT. ONE MORE QTR RESULT WILL MAKE TSH A NET CASH COMPANY LIKE INNO

SO CASH ALREADY SET ASIDE FOR CAPEX PLUS NO NEED BANK INTEREST EXPENSE TSH FREE CASH FLOW CAN NOW TURN INTO MORE DIVIDEND PAYOUT

PLUS TSH RECEIVES RM3.15 MILLIONS FREE CASH DIVIDEND FROM INNO

ITS LANDS IN IKN NUSANTARA MEANWHILE APPRECIATES UP BY THE MONTH, WEEK, DAY & EVERY SECOND GOING HIGHER AND HIGHER

That is Why TSH is a Different Palm Oil Stock now

1 second ago

Ytl2023

85 posts

Posted by Ytl2023 > 2 days ago | Report Abuse

Still holding. I have 200k worth.. Not yet sell down. Waiting minimum 1.50

MrFox

713 posts

Posted by MrFox > 2 days ago | Report Abuse

still below th =e last pp abt 2.50 per share!

Ytl2023

85 posts

Posted by Ytl2023 > 2 days ago | Report Abuse

Just buy jtiasa will be like taaan. Ignore tsh

Posted by ngyewchai76 > 1 day ago | Report Abuse

another bumper QR with sustainable profits will reach EPS 20sen full year estimated

Posted by kohcl130562 > 1 day ago | Report Abuse

When will the Q results be released?

Posted by ngyewchai76 > 1 day ago | Report Abuse

before Thursday 29/2

KingKoil

122 posts

Posted by KingKoil > 1 day ago | Report Abuse

PBAT will be 90mio. Hopefully dividend will be more than 3 cents.

calvintaneng

52,865 posts

Posted by calvintaneng > 1 day ago | Report Abuse

Ytl2023

Just buy jtiasa will be like taaan. Ignore tsh

Buy Jtiasa is definitely correct

However, do not block your mind to Tsh ok

Last time in Bplant I told some it is ok to sell Bplant into strength and switch to laggards Jtiasa, Thplant & Tsh

"Someone" opposed me and said only keep to Bplant only and ignore my advise

See Bplant went up from 57 sen then to over Rm1.00 & Jtiasa languish at 70 sen

Even if one had sold Bplant at Rm1.00 to Rm1.20 and bought some Jtiasa at 70 sen to 80 sen he/she still come out for better and not for worst

Subsequently Bplant reached Rm1.55 and he got to "surrender" all his Bplants

But due to "mental blockade" he "Cannot buy Jtiasa but gone to buy that Wce Holdings instead and now he got stuck there

Due to mental blockage he cannot join us here in Jtiasa

Who knows?

One fine day Jtiasa will overtake Bplant takeover price of Rm1.55 and from there Jtiasa rise to Rm2.00

So be always open to ideas

Tesla123

63 posts

Posted by Tesla123 > 1 day ago | Report Abuse

Fgv bad QR, will jtiasa give us a big surprise?

curiousq

644 posts

Posted by curiousq > 1 day ago | Report Abuse

mostly will give -ve surprise .... i hope i'm wrong

calvintaneng

52,865 posts

Posted by calvintaneng > 1 day ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-08-28-story-h1570606253-Kim_Loong_Resources_eyes_record_year_amid_high_CPO_prices_The_Lessons_R

Above KM Loong people also said

CPO high Milling no good

CPO low Milling good

At the Opposite

CPO high GOOD FOR PLANTERS (NOT MILLERS)

SO CPO HIGH VERY GOOD FOR JTIASA!

Posted by sense maker > 1 day ago | Report Abuse

Downward revision:
Cincai kira, this quarterly eps should be around 4-5sen. Fair value rm1.8.

Posted by sense maker > 1 day ago | Report Abuse

Cincai estimates of quarterly eps for FYE 30 June 2024 :
6.9 sen
4.5sen
1.6 sen
5 sen
Total: 18 sen.

Posted by Patient Investor > 1 day ago | Report Abuse

@Tesla123 how is FGV QR considered bad when it doubles its profit compare to previous qtr where average cpo price is the same?

Posted by TiffanixLVxHermes > 1 day ago | Report Abuse

situation does not look good
funds are leaving
must smell something
decide to take profit @ 1.21
i think today will drop below 1.20
will re-enter again after QR
😎

OTB

10,777 posts

Posted by OTB > 1 day ago | Report Abuse

Posted by value_invest > 3 hours ago | Report Abuse
Estimate profit 0.23 for Yr 2024.
Most important is Free cash flow of RM0.30 per share. Without further capex needed and debt almost nil. Very good dividend moving forward.
--------------------------------
Dear Sslee,
Please help to advise me what is your projected EPS of Jtiasa for FY 2024.
Thank you.

Posted by Najib Zamry > 1 day ago | Report Abuse

buy undervalued with very good fundamental stock will never go wrong

Posted by TiffanixLVxHermes > 23 hours ago | Report Abuse

sold too early 😥
hope to collect below 1.10
good luck!

Sslee

4,104 posts

Posted by Sslee > 22 hours ago | Report Abuse

No one can give you any accurate future earning because CPO price is very volatile.

Just monitor the monthly FFB production and MPOB CPO spot price.

https://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?more=Y&jenis=1W

Sslee

4,104 posts

Posted by Sslee > 22 hours ago | Report Abuse

Just set your own cut win/cut lose level when CPO price fall below certain price level.

Posted by Tan Eng Ho > 16 hours ago | Report Abuse

COMING QUARTER EPS 6SEN, DIVIDEND 2.8CENT...I GUESS

Posted by TiffanixLVxHermes > 5 hours ago | Report Abuse

confirmation
funds are exiting in order
do not catch the falling knife!

Ytl2023

85 posts

Posted by Ytl2023 > 4 hours ago | Report Abuse

Hsplant sudah naik 3 cents.. Don't miss

Posted by Investformilkmoney > 4 hours ago | Report Abuse

@tiffany, err.... Why your statement always inconsistent one?

Posted by TiffanixLVxHermes > 4 hours ago | Report Abuse

i could be wrong 😅

Posted by sohaitrader > 3 hours ago | Report Abuse

Log production volume up 222% compare to preceding quarter 30sept 2023 ... can some one calculate that d increase in log production can briing up how much profit of jtiasa ? CPO FFB PK down 2 to 4 % compare to sept 2023 ..

value_invest

1,137 posts

Posted by value_invest > 1 hour ago | Report Abuse

Logging division expect to turn around to profit compared to loses previously. Anyhow, logging is only few % of biz, insignificant. In worst case, CPO crash, Witouth making any profit, it annual free cash flow alone is about RM140mil a yrs. That y jtiasa can settle most of its debts of Rm1.3bil in 7 yrs even the company were not making much profit for the past. So, now, most debts paid off, profit almost 220mil p.a. interest nil, cash flow rm140mil per yrs. In total, company will have free cash of Rm 320 to 350 mil per yrs. Without further capex.. what will the cash be used for?

value_invest

1,137 posts

Posted by value_invest > 1 hour ago | Report Abuse

In Any biz, solid free cash flow is most superior than profi. Company like jtiasa, Minimum debts, is generating free cash flow rm320 to Rm350 mil..

Posted by sianghoieleow > 59 minutes ago | Report Abuse

SELL ON NEWS !

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