Posted by Mabel > 2020-10-09 18:57 | Report Abuse

Me too ...Jtiasa is one of my 11 Plantations

It's been good to me..

Thank you Calvin!

Meow Meow Meow

Posted by Mabel > 2020-10-09 19:25 | Report Abuse

9th October hari ini
Harga Sawit naik lagi
Perlabur Sawit pun banyak senang hati
Sudah Lima Mercedes Mabel sudah beli..

Meow Meow Meow

Posted by Mabel > 2020-10-10 12:44 | Report Abuse

Plantation - Key Takeaways From Globoil's Webinar
Date: 9th October 2020

Solvent Extractors Association of India organised a webinar yesterday titled “World Price Outlook for Vegetable Oils and Meals”. There were three speakers i.e. Thomas Mielke from Oil World, Dorab Mistry from Godrej International and James Fry from LMC International. Here are the key takeaways from the webinar: -

James Fry said that rains and good palm prices would encourage better estate maintenance in Malaysia and Indonesia, leading to improved palm production in year 2021F. Rains would boost CPO supply in early-2021F and in the meantime, there would be a seasonal pick-up in production in 4Q2020. Peak palm production may be delayed by a month or two from the usual month of October or November in Malaysia.

In terms of demand, many companies in the HORECA sector (hotels, restaurants and catering) may not survive without government support. Families in low income countries may be trading down to smaller bottles of cooking oil. James Fry did not give a price forecast.

Thomas Mielke said that CPO prices may hover around US$700/tonne (RM2,905/tonne) in 1H2021. He forecasts global production of palm oil to increase by 3.5mil to 4mil tonnes in 2021F. CPO output in Indonesia is estimated to rise by 3mil tonnes in 2021F from about 43mil tonnes in 2020E. Thomas Mielke expects CPO production in Malaysia to be flat in 2021F.

He added that global soybean supply is ample currently in spite of weather-related losses in the US. He expects world soybean supply to increase by 21mil tonnes in 2020E/2021F as Brazil is envisaged to record a record output of 132.5mil tonnes (2019/2020E: 126.5mil tonnes).

Dorab Mistry believes that CPO production in Malaysia would be flat at 19.9mil tonnes in 2020E compared with market expectations of a decline. We believe that this implies that 4Q2020 production would be strong as Malaysia’s CPO output fell by 4.7% YoY in 8M2020. He did not give a production forecast for 2021F although he said that palm supply would be good.

Dorab has suggested a dynamic biodiesel mandate to the Indonesia government whereby if CPO prices exceed US$600/tonne, the biodiesel mandate would be reduced to B25 from B30. If CPO prices exceed US$700/tonne, the biodiesel mandate would be reduced further to B20. With this, the biodiesel mandate would still be implemented but at the same time, the smallholders would not be affected by the CPO export levy. Currently, Indonesia implements the B30 biodiesel mandate with subsidies from the CPO export levy of US$55/tonne.

Mabel Research House

Posted by ming > 2020-10-10 18:48 | Report Abuse

https://downloads.usda.library.cornell.edu/usda-esmis/files/tm70mv177/ng452781q/mk61s709f/crop1020.pdf

Posted by Newbieinshare > 2020-10-11 14:24 | Report Abuse

Calvin??? I remember u buycall WTK in JTIASA group last month? What happened to WTK then?

Posted by daretocutandchange > 2020-10-11 15:05 | Report Abuse

looking for low pe oilpalm stocks?bumitama 48.5cts.sg(p8z.sg)half year eps 2.3cts.sg.total planted areas 187,679ha,which were 132,578ha nucleus and 55,101ha plasma and average age 10.6years.km loong and sarawak plantation,after ta ann took over sarawak plantation management,the efficency increase dramatically to boost up net margin.must be patient.........

Posted by stockraider > 2020-10-11 18:29 | Report Abuse

Correctloh...!!

Tomorrow monday palm oil stock will shoot up strongly mah...!!

Soyabean oil future already up alot loh...!


Posted by calvintaneng > Oct 11, 2020 4:28 PM | Report Abuse

Climate change will cause more lands to disappear and less and less food

Mankind will face horrible famine in future

Posted by TheSecret > 2020-10-11 18:55 | Report Abuse

FCPO Oct up back 3000, Monday Jtiasa is the best.

Posted by TheSecret > 2020-10-11 18:56 | Report Abuse

Patient is the key to success and the way to gain prosperity.

Posted by stockraider > 2020-10-11 18:58 | Report Abuse

Yes be very patience & hang on loh....!!

Those who have no exposure, u must jump in now mah...!!



Posted by TheSecret > Oct 11, 2020 6:55 PM | Report Abuse

FCPO Oct up back 3000, Monday Jtiasa is the best.

Posted by TheSecret > Oct 11, 2020 6:56 PM | Report Abuse

Patient is the key to success and the way to gain prosperity.

Posted by Kang Yao > 2020-10-12 11:23 | Report Abuse

are you able to hang on for it to hit rm2.... thats a big test towards patience.....

Posted by LuckyG > 2020-10-12 11:51 | Report Abuse

after fruitcake sell this counter straight up wakakaka . ty fruitcake

Posted by stockraider > 2020-10-12 13:27 | Report Abuse

This sohai 3iii again upto no good loh...!!

What is the purpose & value of 3iii silly post below leh ??

Most importantly ,After calvin sifu make a call on palmoil share, it move up mah!!

Calvin sifu definitely has midas touch lately loh..!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 12, 2020 8:14 AM | Report Abuse

PALM OIL - The Investment That Separates Billionaires from Millionaires! (Reposting by Calvin Tan


Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 12, 2020 8:18 AM | Report Abuse

Better to rewrite the headlines:

How to lose almost 10 houses through investing in Netx in Dec 2019 and Jan 2020?

Posted by calvintaneng > 2020-10-13 08:35 | Report Abuse

Jaya Tiasa or Giant Treasure

Going to do extremely well in the upcoming palm oil bull run

Posted by LuckyG > 2020-10-13 09:21 | Report Abuse

waiting to buy back yesterday sold quantity .... lol

Posted by LuckyG > 2020-10-13 10:02 | Report Abuse

cpo fall they sure sell one .... they dont understand 2800 above plantation is making huge profit liao . hahaha

Posted by Newbieinshare > 2020-10-13 22:52 | Report Abuse

yup. agree with u. even last QR CPO price around 2400++ lots of plantation companies already earning big. Can consider go for better fundamental one like SOP, Taann, swkplt..... which has healthier balance sheet. JTIASA, rsawit, TDM, THplant debts are quite high

Posted by Kang Yao > 2020-10-14 09:25 | Report Abuse

how's the yield and plant maturity of SOP, TAANN, SWKPLT compare to JTIASA, RSAWIT

Posted by untong > 2020-10-14 19:59 | Report Abuse

Jtiasa will give you best return on CPO run. Good company doesnt mean good return as it could already priced in.

Posted by manveer86 > 2020-10-15 15:07 | Report Abuse

whats wrong with jtiasa? not responding to cpo prices?

Posted by Fong Kh > 2020-10-15 18:20 | Report Abuse

Just bought in this stock hope not go to Holland

Posted by mf > 2020-10-15 22:36 |

Post removed.Why?

Posted by LuckyG > 2020-10-15 22:43 | Report Abuse

just tell me coming Q eps is how much enough

Posted by calvintaneng > 2020-10-17 09:27 | Report Abuse

LuckG

Eps last quarter if we take off Rm98 millions impairment from ppe(property/plant/equipment) will be

6.4 sen

This quarter we add in better prices and yields by 10% to 30%

Eps for this coming quarter if no more impairments should range from

7.04 sen to 8.32 sen (eps)

Forward 4 qtrs 7.04 x 4

= 28.16 sen

So at 71 sen Jtiasa current price it's forward P/E only 2.5

This shows Jtiasa is very very cheap among all palm oil stocks

If we only give Jtiasa a P/E of 10 price should be

28.16 x 10= Rm2.81

For those who bought Jtiasa in year 2014 when Uncle Kyy promoted at Rm2.60 has barely covered principal plus interest after 6 years

For those who buy Jtiasa now at such depressed prices will make 200% to 300% profit later

Posted by YJInvest > 2020-10-17 10:36 | Report Abuse

Thank you Calvin. Your elaboration is most apt and demonstrates the potential of Jtiasa share value in the coming month(s).

Posted by stockraider > 2020-10-17 11:14 | Report Abuse

YES GO FOR IT

JTIASA HAS HUGE EXPOSURE TO PALMOIL MAH...!!

CPO TREND HAS BEEN RISING VERY POSITIVELY FOR THE PAST 6 MTHS FROM 2000 PUSHING ABOVE RM 3000 LOH...!!

Posted by calvintaneng > Oct 17, 2020 9:27 AM | Report Abuse

LuckG

Eps last quarter if we take off Rm98 millions impairment from ppe(property/plant/equipment) will be

6.4 sen

This quarter we add in better prices and yields by 10% to 30%

Eps for this coming quarter if no more impairments should range from

7.04 sen to 8.32 sen (eps)

Forward 4 qtrs 7.04 x 4

= 28.16 sen

So at 71 sen Jtiasa current price it's forward P/E only 2.5

This shows Jtiasa is very very cheap among all palm oil stocks

If we only give Jtiasa a P/E of 10 price should be

28.16 x 10= Rm2.81

For those who bought Jtiasa in year 2014 when Uncle Kyy promoted at Rm2.60 has barely covered principal plus interest after 6 years

For those who buy Jtiasa now at such depressed prices will make 200% to 300% profit later

Posted by Happy Investing > 2020-10-17 13:56 | Report Abuse

另一方面，「反圣婴」现象却对东南亚的棕榈油生产有利，因为今年六月以来，沙巴与加里曼丹等产区的降雨量偏高，有助于棕榈油的产量，而且黄豆油若减产，将对棕榈油更加有利。不过若降雨过多，也会对收获及品质不利

Posted by stockraider > 2020-10-17 15:32 | Report Abuse

JUST SAPU LAH...!
BUY...BUY....BUY...MAH..!


Posted by stockraider > Oct 17, 2020 11:14 AM | Report Abuse X

YES GO FOR IT

JTIASA HAS HUGE EXPOSURE TO PALMOIL MAH...!!

CPO TREND HAS BEEN RISING VERY POSITIVELY FOR THE PAST 6 MTHS FROM 2000 PUSHING ABOVE RM 3000 LOH...!!

Posted by calvintaneng > Oct 17, 2020 9:27 AM | Report Abuse

LuckG

Eps last quarter if we take off Rm98 millions impairment from ppe(property/plant/equipment) will be

6.4 sen

This quarter we add in better prices and yields by 10% to 30%

Eps for this coming quarter if no more impairments should range from

7.04 sen to 8.32 sen (eps)

Forward 4 qtrs 7.04 x 4

= 28.16 sen

So at 71 sen Jtiasa current price it's forward P/E only 2.5

This shows Jtiasa is very very cheap among all palm oil stocks

If we only give Jtiasa a P/E of 10 price should be

28.16 x 10= Rm2.81

For those who bought Jtiasa in year 2014 when Uncle Kyy promoted at Rm2.60 has barely covered principal plus interest after 6 years

For those who buy Jtiasa now at such depressed prices will make 200% to 300% profit later

Posted by TheSecret > 2020-10-17 22:03 | Report Abuse

Worth to invest, very good.

Posted by stockraider > 2020-10-18 11:33 | Report Abuse

VERY GOOD FOR JAYATIASA PLANTATION NOT AFFECTED BY FLOOD IN SARAWAK LOH!

Indonesia gears up for heavy rainfalls as La Nina phenomenon comes
INDONESIA
Saturday, 17 Oct 2020

Motorists take shelter from heavy rain under a bus shelter on Jl. Sudirman in South Jakarta. - Indonesia's Meteorology, Climatology and Geophysics Agency has expected parts of the country to experience an anomalous intensity of rainfall in the near future. - The Jakarta Post/ANN

JAKARTA, Oct 17 (Xinhua): Indonesia's Meteorology, Climatology and Geophysics Agency has expected many parts of the country to experience an anomalous intensity of rainfall in the near future.

They include provinces of Lampung, South Sumatra, West Sumatra, Bengkulu, Riau, among others, head of the agency Dwikora Karnawati said on Saturday (Oct 17) after attending a virtual cabinet meeting.

On the La Nina phenomenon, Karnawati pointed out that in the October-November period, the phenomenon would affect most of the Indonesian areas except Sumatra.

"Although La Nina will not affect Sumatra, the intensity of monthly downpours is high as it could reach 400 millimeters per month occurring from the tip of Aceh province to the southern tip of Lampung province," she noted.

Indonesian President Joko Widodo has called on relevant authorities to anticipate and gear up for possible natural disasters and La Nina's impacts on various sectors in Indonesia.

"Impacts of La Nina on agricultural products should be well calculated. The same should also be done on the sectors of fisheries and transportation," the president told a cabinet meeting in Jakarta on Tuesday.

So far this year, the National Disaster Mitigation Agency recorded 2,256 natural disasters including floods, whirlwinds, landslides and forest fires, which left 307 people dead, 25 missing and 469 injured.

The disasters also damaged 34,100 houses, 641 educational facilities, 672 houses of worship and 131 health facilities.

The Jakarta Post, reported that seven neighborhood units (RTs) in South Jakarta and West Jakarta were inundated after a heavy downpour in the capital on Friday afternoon.

Jakarta Disaster Mitigation Agency official Insaf said two RTs in Bangka subdistrict, South Jakarta, and five others in Srengseng, North Sukabumi, and Kebon Jeruk, West Jakarta, were flooded until 5pm on Friday (Oct 16).

“The flooding ranged from 10 to 70 centimeters in depth. Despite the flooding, no residents have taken shelter yet, ” Insaf said on Friday, as quoted by kompas.com.

In addition to the seven RTs, at least 19 roads in the city were flooded, including Pramuka in Matraman, East Jakarta, and Ciledug Raya in South Jakarta.

The Meteorological, Climatology and Geophysics Agency (BMKG) warned that torrential rain accompanied by lightning and strong winds would hit many parts of the country between Friday and Sunday.

The agency previously warned that the ongoing La Nina weather phenomenon could increase total precipitation in Indonesia by up to 40 per cent until February 2021.

La Nina, a periodic cooling of sea surface temperatures in the Pacific Ocean, tends to cause extreme weather in the archipelago. The BMKG has warned authorities that continuous extreme weather could result in flooding and landslides in many parts of the country.

Posted by calvintaneng > 2020-10-18 21:54 | Report Abuse

Jaya Tiasa = The Giant Treasure among palm oil

Posted by TheSecret > 2020-10-19 10:03 | Report Abuse

Go, go, go JTIASA

Posted by Mabel > 2020-10-19 22:15 | Report Abuse

Meow Meow Meow

Posted by calvintaneng > 2020-10-20 08:13 | Report Abuse

When will this Giant awakens?

Posted by TheSecret > 2020-10-20 09:08 | Report Abuse

SOON.....

Posted by TheSecret > 2020-10-20 11:41 | Report Abuse

https://www.aljazeera.com/economy/2020/10/19/kimchi-crisis-typhoon-hit-south-korea-suffers-cabbage-shortage

Prices of all vegetable and grain should rise and will push up palm oil into bull run

Posted by Happy Investing > 2020-10-20 14:54 | Report Abuse

I cant see the co relation between shortage of cabbage with palm oil...

Posted by vcinvestor > 2020-10-20 14:58 | Report Abuse

kimchi shortage will translate to palm oil shortage? that is a severe leap in logic

Posted by fruitcake > 2020-10-20 17:48 | Report Abuse

HAHAHA

Posted by calvintaneng > 2020-10-21 11:14 | Report Abuse

See the corelationship

What happened to korean cabbage?

Wiped off by 3 typhoons

Then 3 typhoons moved on from korea to heilongjiang and wiped off soybean and maize

As a result China will buy more soybean from Usa pushing up soybean prices

Soy oil up will lift up palm oil

Palm oil up all jaya tiasa share holders kaya leow

Logic?

Posted by fruitcake > 2020-10-22 11:41 | Report Abuse

diversify into banana plantation? banana good price these days. lots of vitamins esp. to tackle covid-19

Posted by TheSecret > 2020-10-22 12:11 | Report Abuse

Ya... Cabbage is Flora. sawit also Flora. Same TYPE mah.

Posted by TheSecret > 2020-10-22 12:13 | Report Abuse

1st corn short supply,
2nd Cabbage short supply
3rd Sawit short supply
Wahahahahah

Posted by stockraider > 2020-10-22 12:14 | Report Abuse

Just buy loh...!

Posted by TheSecret > Oct 22, 2020 12:13 PM | Report Abuse

1st corn short supply,
2nd Cabbage short supply
3rd Sawit short supply

Posted by San8turbi > 2020-10-22 14:22 | Report Abuse

when Qr report ?

Posted by LuckyG > 2020-10-22 22:38 | Report Abuse

you know what environment impact soya beans plantation i watch on video .... there is no any animals at all lmao. palm oil plantation you still can find animals inside.

Posted by calvintaneng > 2020-10-23 10:42 | Report Abuse

LuckyG is Chun Chun

The western media portray Palm oil destroys forest but protect their oil seed crops

Palm oil are tall trees over 40 feet high and last up to 30 years

None of other oil seed crops are like palm oil

They hold no wildlife and need to be cleared every year for replanting

Palm oil helps replenish oxygen for planet earth like none other oil seed crops

Posted by ming > 2020-10-23 18:45 | Report Abuse

Adui.. cpo at high side still nobody interest

Posted by Mikecyc > 2020-10-25 21:56 |

Post removed.Why?

Posted by Mikecyc > 2020-10-25 21:59 | Report Abuse

EPS DPS NTA Revenue P/L Quarter Q Date Financial Year Announced Net% Report
-3.73 0.000 1.1400 139,255k -36,110k 4 2020-06-30 30 Jun, 2020 2020-08-26 55.7% View
-4.74 0.000 1.1700 144,589k -45,920k 3 2020-03-31 30 Jun, 2020 2020-05-27 63.4% View
-0.75 0.000 1.2500 186,905k -7,274k 2 2019-12-31 30 Jun, 2020 2020-02-26 87.9% View
1.63 0.000 1.2200 232,526k 15,774k 1 2019-09-30 30 Jun, 2020 2019-11-27 1711% View