Posted by uptrending > 2018-03-12 21:55 | Report Abuse

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 is pleased to announce that crop and logs production of the Group for the month of February 2018 are as follows:

1) Fresh Fruit Bunches - 57,737 metric tonnes

2) Crude Palm Oil - 8,295 metric tonnes

3) Palm Kernel - 1,374 metric tonnes

4) Logs - 12,577 cubic metres

This announcement is dated 12 March 2018.

Posted by uptrending > 2018-03-12 21:56 | Report Abuse

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 is pleased to announce that crop and logs production of the Group for the month of January 2018 are as follows:

1) Fresh Fruit Bunches - 70,900 metric tonnes

2) Crude Palm Oil - 10,631 metric tonnes

3) Palm Kernel - 1,804 metric tonnes

4) Logs - 9,284 cubic metres

This announcement is dated 26 February 2018.

Posted by uptrending > 2018-03-12 22:01 | Report Abuse

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

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY LOGS AND CROP PRODUCTION
The Company is pleased to announce that logs and crop production of the Group for the month of January 2017 are as follows :-

1) Logs - 10,516 cubic metres

2) Fresh Fruit Bunches - 72,991 metric tonnes

3) Crude Palm Oil - 11,073 metric tonnes

4) Palm Kernel - 2,124 metric tonnes





Announcement Info
Company Name JAYA TIASA HOLDINGS BHD
Stock Name JTIASA
Date Announced 16 Feb 2017
Category General Announcement for PLC
Reference Number GA1-16022017-00001

Posted by uptrending > 2018-03-12 22:02 | Report Abuse

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

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY LOGS AND CROP PRODUCTION
The Company is pleased to announce that logs and crop production of the Group for the month of February 2017 are as follows:

1) Logs - 51,484 cubic metres

2) Fresh Fruit Bunches - 65,067 metric tonnes

3) Crude Palm Oil - 10,001 metric tonnes

4) Palm Kernel - 1,782 metric tonnes

Posted by bgt9963 > 2018-03-12 22:13 | Report Abuse

Dumb dumb hold...

Posted by uptrending > 2018-03-12 22:14 | Report Abuse

Comparing Y-O-Y, generally for Jan - Feb 18, the productions are worse off...probably due to bad weather, otherwise would be short of workers....

CPO price is now lower... Euro now banned palm oil, India increased import duty...

That's why share price headed south...

Until production are up, which is possible for the oil palm as more acreage reached their prime... the share price would reverse...

70,000 hectare of oil palm, 90% in their prime years, is a good number...

Posted by apolloang > 2018-03-12 22:14 | Report Abuse

hold until like WTK ar? hahaha

Posted by uptrending > 2018-03-12 23:27 | Report Abuse

Walaoyeh!

WTK FY17 ending Dec, lost rm188 million mainly due to discontinued operation in an Oil and Gas subsidiary...

Lost 41.19 EPS...

WAKAKA!

Posted by wilsonchan87 > 2018-03-13 09:16 | Report Abuse

better cut losses now, this counter will further drop to 70-80cent

Posted by Shadows > 2018-03-13 10:04 | Report Abuse

Good time to accumulate below .90. bagus

Posted by einvest88 > 2018-03-13 12:48 | Report Abuse

20%+ discount lower than cold eye

Posted by PotentialGhost > 2018-03-14 13:10 | Report Abuse

Coldeye also say no eye to see malaysia market , GDP grow but 85% company report very worst profit , market perform worst economy also worst

Posted by uptrending > 2018-03-14 13:15 | Report Abuse

Buying opportunities.. especially when many negative comments start to appear in I3... hehehe... :)

Posted by dnks88 > 2018-03-17 14:09 | Report Abuse

see you at 50c

Posted by uptrending > 2018-03-17 22:38 | Report Abuse

Sell to me la..

Posted by sell > 2018-03-18 13:04 | Report Abuse

WTK? 67 sen?

apolloang hold until like WTK ar? hahaha
12/03/2018 22:14

Posted by uptrending > 2018-03-18 21:11 | Report Abuse

https://klse.i3investor.com/m/priceTarget/44187.jsp

Posted by uptrending > 2018-03-18 21:12 | Report Abuse

TP :1.65
AFFIN HWANG IB
01.03.18

Posted by cy91 > 2018-03-19 10:23 | Report Abuse

how is this company doing...?

Posted by uptrending > 2018-03-19 12:17 | Report Abuse

Value for money

Posted by uptrending > 2018-03-19 12:18 | Report Abuse

I want to buy more...
Pls drop in price.
Hehe

Posted by godhand > 2018-03-22 09:56 | Report Abuse

timber business is dead . they can only count on the palm oil section

Posted by uptrending > 2018-03-23 05:49 | Report Abuse

19 February 2018 Agriculture | Timber
Jaya Tiasa Holdings
Buy (Maintained)
Target Price: MYR1.40
Price: MYR1.04
Do Not Chop The Tree Just Yet Market Cap: USD257m
Bloomberg Ticker: JT MK
We recently met up with management and remain positive on Jaya Tiasa’s earnings outlook. We believe the market’s
concerns over its timber division are unwarranted, as we expect the higher selling prices to offset the impact of a
strengthening MYR. Our investment theses remain unchanged, as we believe that street continues to price the group’s
plantations division at book value despite the segment’s growing profitability. Jaya Tiasa is currently trading at 0.5x P/BV
and a steep 54% discount to RNAV. Maintain BUY and MYR1.40 TP (35% upside).
Favourable oil palm age to lift earnings. Post our recent meeting with management, we remain positive that Jaya Tiasa Holdings’
(Jaya Tiasa) earnings would be led by its plantations division, while its timber segment is likely to remain profitable – supported by
higher selling prices. The group’s FFB production is on track to meet our +14% YoY growth to 1.1m tonnes for FY18 (Jun). We
understand that Jaya Tiasa is currently facing labour shortages and, if this can be resolved, could potentially raise production by
another 10%. CPO spot prices are also broadly in line with our forecast, with an average of MYR2,626.00/tonne from Jun 2017 to end-
Jan 2018 (FY18F: MYR2,595.00/tonne).
Timber prices are rising on a supply glut. Log prices have remained resilient with Meranti logs being sold at USD269.00/cu m
currently (+31% YoY) due to a global supply glut. Our ASP assumption for FY18 is maintained at USD260.00/cu m (+19% YoY) as the
blended prices would be lower. This is given that a larger proportion of total production is now being sold to local players after the cut
in export quotas. Log production is being maintained at c.328,000 cu m (-21% YoY) for FY18F-20F, as we do not see a reversal in the
tightening of state regulations.
Plywood prices ticked up +3.7% QoQ in 1QFY18 to USD481.00/cu m. We maintain our plywood ASP assumptions of USD470.00 for
FY18F-20F (+5% YoY), as we expect prices to remain resilient. According to Japan Lumber, Malaysian plywood supply to Japan rose
+10.7% to 1.2m cu m in 2017. Local supply of plywood peaked in 2013 at 1.6m cu m, but has dropped considerably ever since. The
increase in plywood supply we have seen over the last two years can be attributed to the continued tightening in log exports – resulting
in more logs being directed towards plywood production. However, plywood companies have also subsequently trimmed overall log
production at the same time. According to the journal, Malaysia made up 41% of Japan’s total plywood imports in 2017.
MYR strengthening poses a key risk. A key risk to our earnings forecast is a stronger-than-expected MYR. Our sensitivity analysis
suggests that earnings would decline by 3.5-5% for every MYR0.10/USD strengthening. We expect the impact from a stronger MYR to
be largely offset from higher timber prices. We maintain our USD/MYR assumption of 4.00 for 2018 and 2019.
Corporate exercises in the longer term. We previously highlighted that a spin-off of Jaya Tiasa’s timber division as a possibility.
While management guided that this is not on the cards currently, our analysis suggests that any value-unlocking exercise could
remove the holding company discount and lift its share price to MYR2.03/share (pre-divestment/cum special dividends). This implies a
whopping 93% upside to the group’s current valuations.
Given the structural decline in the industry, management has also shared that it is assessing various opportunities, although there is
nothing concrete thus far. Jaya Tiasa is also not discounting the possibility of venturing into different business segments, should it
ensure sustainable earnings for the group in the long run.
Trading at deep discount – maintain BUY. In our 11 Jan note Deep Value Play, we highlighted that Jaya Tiasa is trading at a deep
discount of 54% to RNAV. In estimating the group’s historical RNAV, we have valued the timber division at book value, with its
plantation wing using a combination of both book value and ascribing a 15x P/E multiple. Our findings suggests that Jaya Tiasa’s
divergence in implied holding company discount can be attributed to the market continuing to value the group’s plantation division
using book value and ignoring the business’ growing profitability.
Jaya Tiasa is currently trading at 10.5x FY19F P/E against our forecasted 3-years earnings CAGR of 9.3% for FY18F-20F. We
maintain our BUY recommendation with an unchanged TP of MYR1.40 (35% upside). This is based on our SOP calculation of 1x P/BV
for its timber division and 15x P/E for the plantation segment. Our TP implies 13x FY19F P/E, which is in line with the group’s historical
3-year average (post-tightening of state regulations).
Source: RHB

Posted by WensonTing > 2018-03-24 04:20 | Report Abuse

Congrats for those who had yet to in... enjoy the show.

Posted by jad88 > 2018-03-25 22:22 | Report Abuse

this counter going down or rebounding? should buy or not?

Posted by Waikam83 > 2018-03-27 18:43 | Report Abuse

cold eye accumulating

Posted by Ayamce > 2018-03-28 02:00 | Report Abuse

A cash call is inevitable

Posted by smartag > 2018-03-28 22:38 | Report Abuse

Lousy RHB recommendation, make people loose money, drop 20% just few weeks time

Posted by lizi > 2018-03-28 22:41 | Report Abuse

cold eye also can go wrong.

Posted by Shadows > 2018-03-29 15:03 | Report Abuse

Wow.. what is developing. The counter in red everyday.

Posted by jordanmaggie61 > 2018-03-29 15:16 | Report Abuse

The counter in red

Posted by uptrending > 2018-03-30 12:50 | Report Abuse

https://klse.i3investor.com/m/priceTarget/44187.jsp

Now selling @84 sen, about only 50% of AFFIN HWANG IB's TARGET PRICE as of their research dated 1 st March 2018..

RHB IB TP=1.40

How could two IBs got it so wrong or is it a real and rare opportunity?

Posted by Shadows > 2018-04-02 11:36 | Report Abuse

Bo bian...better accumulate some to keep it alive.

Posted by jordanmaggie61 > 2018-04-02 12:03 | Report Abuse

The counter in red

Posted by Kkang > 2018-04-04 10:28 | Report Abuse

Heading to .75 soon ?

Posted by Shadows > 2018-04-05 17:01 | Report Abuse

Every counters is doing well but not jtiasa. Really no idea where to get indicator.

Posted by Tortoise > 2018-04-11 14:15 | Report Abuse

Yo

Posted by Tortoise > 2018-04-11 14:16 |

Post removed.Why?

Posted by Tortoise > 2018-04-11 14:17 |

Post removed.Why?

Posted by dentab > 2018-04-11 16:15 | Report Abuse

The Company is pleased to announce that crop and logs production of the Group for the month of March 2018 are as follows:

1) Fresh Fruit Bunches - 73,020 metric tonnes

2) Crude Palm Oil - 11,355 metric tonnes

3) Palm Kernel - 1,868 metric tonnes

4) Logs - 28,492 cubic metres

This announcement is dated 10 April 2018.

Posted by Tortoise > 2018-04-11 23:46 | Report Abuse

Yo

Posted by Shadows > 2018-04-12 13:48 | Report Abuse

Seem like log is improving in term of production and price. The demand is improving and hopefully it will continue to push up the price.

Posted by Lim Tek Wai > 2018-04-12 15:24 | Report Abuse

The counter in red wor

Posted by issac99289928 > 2018-04-13 05:47 | Report Abuse

the debt is damn high

Posted by Shadows > 2018-04-13 11:06 | Report Abuse

Debt is in-line with expension. Is normal a company will fall into that category. In term how well the management is, totally I have no idea but just based on AffinHwang saying is positive. Somehow the share price still red. Aigh

Posted by Huat 888 > 2018-04-19 12:46 | Report Abuse

keep down

Posted by popo92 > 2018-04-19 16:38 | Report Abuse

Next quarter results is expected to be bad.. sarawak heavy flood during jan - March this 2018.. the low ffb production is the evidence..

Posted by Vincent_8316 > 2018-04-20 10:03 | Report Abuse

Coming QR will decreased by 30%

Posted by Vincent_8316 > 2018-04-20 10:10 | Report Abuse

all the output decreased at least 30%

Posted by Shadows > 2018-04-20 12:19 | Report Abuse

Dumb dumb