WHEN Jtiasa was Rm2. 60 Calvin told Uncle Koon to sell. Now at 50 sen is 80% discount
AND favorable factors:
1. India cut tax helps cpo competes against soy and other seed oils
2. China cut tax for palm feeds for its pigs
3. Indo and Msia increase biofuel usage give support
4. Cpo stocks expect to deplete soon
5. More cpo export to China as New Year approaching
For plywood
Tokyo Olympic needs plywood
Jtiasa landbanks
Pan Borneo will unlock the value of lands in Sarawak. In Pulau Bruit freehold land is valued at only few cents psf. Sarawak is getting oil royalties for development
All are positive long term booster for jtiasa fundamental
kasinathan talks like a plantation manager. well. in stock market we have to know what's the fund manager's opinions. r they ingesting base onbROE or NTA?
Nothing has changed since 2012 when Kyy (who recommended it) was warned of the rm1b loan which still sits there today while the share price has since plunged 75%.
This Jayatiasa is volatile at times. Holding this stock for years and having paper loss. Hope to recover when price moves up... Pump and dump is the game here so need to get out at the right time..
As expected... Jayatiasa recorded in red again In all segments..
Clearly. ...with 69k hectar in prime tree average at 9 years... they are not competitive in palm oil as against tsh with only 42k hectar of similar tree aging profile...
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
57,209 posts
Posted by calvintaneng > 2019-01-03 21:39 | Report Abuse
Some thoughts on Giant Treasure at current level
WHEN Jtiasa was Rm2. 60 Calvin told Uncle Koon to sell.
Now at 50 sen is 80% discount
AND favorable factors:
1. India cut tax helps cpo competes against soy and other seed oils
2. China cut tax for palm feeds for its pigs
3. Indo and Msia increase biofuel usage give support
4. Cpo stocks expect to deplete soon
5. More cpo export to China as New Year approaching
For plywood
Tokyo Olympic needs plywood
Jtiasa landbanks
Pan Borneo will unlock the value of lands in Sarawak. In Pulau Bruit freehold land is valued at only few cents psf. Sarawak is getting oil royalties for development
All are positive long term booster for jtiasa fundamental