Posted by wahd > 2019-02-27 17:24 | Report Abuse

Habis

Posted by kasinathan > 2019-02-27 17:27 | Report Abuse

I studied the details and found out 3 reasons for the difference results between the 2 companies:

1) the poor operating efficiency in plantation management resulted in low yield in jayatiasa. That is the reason tsh with 42k hectar planting is able to match the production of 69k hectar in jayatiasa.

2) Tsh operate in indonesia with lower cost.

3) Timber segment is still operating in red zone

Posted by Fabien Extraordinaire > 2019-02-27 17:29 | Report Abuse

let's wait for calvin comments on the results

Posted by kasinathan > 2019-02-27 17:30 | Report Abuse

When the selling price is about the same.... The lower cost company is a better bet.

Jayatiasa...tutup kedai... Erase from my list.. Sayonara!!

Posted by (S = Qr) Philip > 2019-02-27 17:34 | Report Abuse

So much for Calvin tan Holland drive promotion.
Up the hill then down the hill again...

How to keep track of so many bad stocks?
>>>>>>

03/01/2019 19:03

calvintaneng 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
03/01/2019 21:39

Posted by qqq3 > 2019-02-27 17:40 | Report Abuse

d by (S = Qr) Philip > Feb 27, 2019 05:34 PM | Report Abuse

WHEN Jtiasa was Rm2. 60 Calvin told Uncle Koon to sell.
Now at 50 sen is 80% discount
================


I remember calvin strong promotion in early 2017 ( $ 1.40 to $ 1.70)....but I tell him log and CPO production statistics ( they have to announce monthly very poor). Badly affected El Nino .............Calvin turn around and say El Nino good for them.........calvin is faith based healer.

Posted by kasinathan > 2019-02-27 17:50 | Report Abuse

I think none of us are well versed in all sectors... Able to acknowledge this shortcoming is the foundation to understand risk in investing.

Emotional in stock market is tantamount to commit suicide.....

If you see another company rimbunan hijau sawit from the same group of jayatiasa... Also incurred big loss....apparently.... They're not agood planter but also a bad business runner... Ignore the risk associated with cyclical business like palm oil... How come the company landed with such huge debt when dealing in palm oil businesses???

Posted by beso > 2019-02-27 18:15 | Report Abuse

reported q2 net loss more than 60m， habislah counter ini

Posted by lizi > 2019-02-27 19:47 | Report Abuse

wow.....new high !!! GENG....

Posted by ramada > 2019-02-27 19:50 | Report Abuse

Luckily Calvin didn't write the promoting article related to Jaya Tiasa.
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=4383

Posted by Fabien Extraordinaire > 2019-02-27 19:52 | Report Abuse

give calvin some breathing space. this quarter season has been tough for him...jtiasa, TA, eksons etc etc

Posted by ramada > 2019-02-27 19:53 | Report Abuse

Oh my god, he wrote Jaya Tiasa before.

Posted by 3iii > 2019-02-27 19:57 | Report Abuse

This company facing a very tough future.

Huge debts, almost $1 billion.



It was once promoted by KYY as the most undervalued plantation stock. Of course, he got it absolutely wrong. But he was smart to admit his mistake and escaped.

Posted by lachai2004 > 2019-02-27 20:02 | Report Abuse

Just to find out whether Jtiasa has any connection with RSawit and WTK? Thanks

Posted by oregami > 2019-02-27 20:36 | Report Abuse

gap down

Posted by abc333 > 2019-02-27 23:05 | Report Abuse

good luck！

Posted by Alvin Low Kin Weng > 2019-02-28 08:51 | Report Abuse

No impairment lost...all is pure operating losses. OMG

Posted by rogers123 > 2019-02-28 09:18 | Report Abuse

Bye bye to this counter

Posted by ccmeow > 2019-03-03 10:15 | Report Abuse

I will buy if it fall below 0.50

Posted by Shadows > 2019-03-04 09:03 | Report Abuse

GGG palm oil.

Posted by verylucky > 2019-03-05 12:22 | Report Abuse

tricky counter,never heard people gain profit from it,rather buy kmloong.

Posted by commonsense > 2019-03-22 12:49 | Report Abuse

The company made a core net loss of almost RM50mil in the 1H19 due to weaker contribution from both the palm oil and timber divisions. Analyst are expecting 2H19 should to post better result but I am a bit sceptical of this given that the price of palm oil is still at an average of RM2100/tn in 3Q19. The most likely outcome would still be a loss (or a very small profit).

Based on the monthly timber report, 3Q19 result could potentially be worst than 2Q19. The total logs production in Jan and Feb 19 was only 23k cubic meter which is less than 60% of 2Q19 production output of 39.2k cubic meter. Unless you believe the company can churn out at least 16.3k cubic meter of logs in March, the 3Q19 result for the timber division would most likely be worse than the -RM7.7mil loss recorded in 2Q19.

I don't think that the palm oil industry will reverse their down cycle trend anytime soon given the general demand of the commodity is expected to go down in the future. China for example, is negotiating with US to take in more agriculture products from US which would potentially include soybean (or soybean oil). In general, Chinese consumption of oil would not actually grow that much. Any increase of soybean oil import from the US would actually means lower import for other types of oil from other countries (in particular palm oil from Indonesia and Malaysia).

Another issue is on the European demand of palm oil which is expected to go down exponentially given the proposed ban of palm oil use in food and biofuels industries in the future. They have already agreed to phase out the use of palm oil in transport fuel by 2030. Some countries like France and Norway have already started to move away from palm oil.

With this in mind you need to have a slightly long-term investment horizon when buying into oil plantation companies like Jaya Tiasa as the return to upcycle might not be in the near future.

If you are looking to hedge your portfolio outside of Jaya Tiasa (due to its weak earnings outlook) I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.4x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV.

FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well).

MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at only 5.3x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x.

Good luck.

Posted by Nepo > 2019-04-02 21:35 | Report Abuse

Do this stock has any hope?

Posted by Lemonfish > 2019-04-03 12:04 | Report Abuse

Haha, hold for few months up 1cent down 2cents. Repeat and repeat. Boring counter.

Posted by calvintaneng > 2019-04-05 12:58 |

Post removed.Why?

Posted by sandrakkc > 2019-04-05 13:04 | Report Abuse

Fong Siling is the other KYY. Calvin, you're good at sniffing out treasures for them to shine in all its glory again.

Posted by cybergreen > 2019-04-05 13:45 | Report Abuse

wow coldeye is also inside?

Posted by Investor 999 > 2019-04-05 14:02 | Report Abuse

Thanks to calvintaneng for the above.

Hopefully share price may break 0.650 and sell the balance of 1 mil shares tomorrow !

Posted by Bull > 2019-04-05 14:09 | Report Abuse

Thanks @calvintaneng !
Just realized boss acquired around this price too.
fongsiling also top 20 shareholder
FCPO rebound,
NTA 1.39

RM1 ok ?

Posted by cybergreen > 2019-04-05 14:16 | Report Abuse

Thanks Calvin for sharing this hidden gems. Let hoot and enjoys the ride for at least 30-40%.

Posted by 陳彥霆 > 2019-04-05 14:25 | Report Abuse

can buy now?

Posted by Bull > 2019-04-05 14:28 | Report Abuse

Buy with a TP RM1

Posted by 陳彥霆 > 2019-04-05 14:33 | Report Abuse

why up so fast,. i queue 58.5c cannot get

Posted by Investor 999 > 2019-04-05 14:34 | Report Abuse

Waiting for you at 0.650 !

Posted by cybergreen > 2019-04-05 14:44 | Report Abuse

gap up.....so fast. next week 70c.

Posted by 陳彥霆 > 2019-04-05 14:50 | Report Abuse

TUN M got announcement later

Posted by 陳彥霆 > 2019-04-05 15:16 | Report Abuse

jtiasa related to pan borneo?

Posted by shaoha17 > 2019-04-05 15:43 | Report Abuse

Jtiasa already start cut cost (deduct salary of employees), is that a good new for shareholder or investor?

Posted by calvintaneng > 2019-04-05 16:23 | Report Abuse

Jtiasa will benefit directly from Pan Borneo highway just like Tdm will benefit from Ecrl rail link

Every time a highway or rail link opens up new territories by faster access the Value of lands, houses, shops and etc will all rise in value

Last time Puchong was a rubber plantation in the 1980s. After gamuda bulit the litrak highway to connect to pj Puchong started to book

Ioi changed and developed it's plantation lands into the ioi mall Puchong

Getting oil palm plantations also converted to Jpo (Johor premuim outlet)

You can still see oil palm trees beside jpo

So all the prime lands of jtiasa might see commercial potential in future

Or else can just follow bplant example. Sell lands and give high dividends to shareholders

Posted by cybergreen > 2019-04-05 17:13 | Report Abuse

closed 48.5c, not bad.

Posted by Destiny88 > 2019-04-06 07:54 | Report Abuse

Palm rises to 6-week high on stronger export outlook

https://www.theedgemarkets.com/article/palm-rises-6week-high-stronger-export-outlook

Posted by cybergreen > 2019-04-06 09:05 | Report Abuse

Palm oils 2129 woohooo Monday all palm oil and oils theme. Engine started, yesterday is good time to buy.

Posted by Destiny88 > 2019-04-06 14:36 | Report Abuse

Hoottt ! Dont wait until RM 1 ony chase. Buy low sell high

What to scare? We buy lower than major shareholder !


Particulars of substantial Securities Holder
Name TAN SRI DATUK DIONG HIEW KING @ TIONG HIEW KING
Nationality/Country of incorporation Malaysia
Descriptions (Class) Ordinary Shares
Details of changes
No Date of change
No of securities
Type of Transaction Nature of Interest
1 14 Jan 2019
11,375,634
Acquired Indirect Interest
Name of registered holder Pertumbuhan Abadi Asia Sdn. Bhd.
Address of registered holder Menara Rimbunan Hijau, 101 Pusat Suria Permata, Level 10 (South Wing), Jalan Upper Lanang, 96000 Sibu, Sarawak
Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred Acquisition of 11,375,634 shares by Pertumbuhan Abadi Asia Sdn. Bhd. via Direct Business Transaction on 14 January 2019.

Posted by freddiehero > 2019-04-06 14:43 | Report Abuse

if wan long term up.. buy low buy high...

Posted by freddiehero > 2019-04-06 14:43 | Report Abuse

fly together... all be rich rich tis year!

Posted by Destiny88 > 2019-04-06 14:47 | Report Abuse

I did some studies share to you all later.

Posted by cybergreen > 2019-04-06 16:49 | Report Abuse

Thanks destiny. Weekend also do study. Btw, congrats to who already buy last week. Next week 70c not an issue.

Let enjoys the ride.

Posted by Crash123456buil > 2019-04-06 20:45 | Report Abuse

Destiny, buy Destini 0.32 now

Posted by Crash123456buil > 2019-04-06 20:46 | Report Abuse

Destini Wps 0.157. EPs 35

Posted by Destiny88 > 2019-04-06 23:14 | Report Abuse

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/201122.jsp

Just realized there is such undervalue company in Bursa. I personally think it is the best time to collect JTIASA.

1) FCPO rebound to 2129
2) Major shareholder has been accumulating a lot at high price. See from
http://www.bursamalaysia.com/market/listed-companies/company-announcements/6038549
Director bought higher than the current price. Why they so confident? Did they know something we dunnoe ?
3) NTA 1.39 which is around 60% discount. Seat with huge cash and assets with little debt
4) TOP shareholder amount to total of 70.2% of ticket which makes the public floating less than 30% who knows director also hold this floating ticket ?
5) for technical side it has break the resistance of 0.55 with volume. Bolinger band open upwards, STAND above Exponential moving average of 5 & 10 days( short term bullish) Price close above smooth moving average for 20 and 60 days. !
MACD start to golden cross. Volume healthy
No overbuy.

ALL IS GOOD! IF YOU MONEY TO BUY IN IS BETTER... BUY LOW SELL HIGH. THE BASIC PRINCIPLE IN INVESTING. WAIT UNTIL PEOPLE DISCOVER THIS GEM THEN IT WILL BE MORE THAN RM 1 !

Remember how Hibiscus go from 0.2 to 1.2 +
Remember how Dayang go from 0.4+ to 1.6+
many more

when result is bad- started to turn around no one notice dare to buy ...

wait until all research IB start to do massive attack/ marketing then people start to chase high....

NOW JTIASA STILL A BABY GROWING TO BE A GIANT BACK IN THE ERA OF RM 3.4 ! ~


WITH BRENT AND CRUDE OIL TURN AROUND CPO WILL BE SKYROCKET SOON

DONT MISS