Posted by weng77 > 2015-10-12 14:32 | Report Abuse

Sep output...Jayatiasa

1) Log - 62,164 cubic metres

2)   Fresh Fruit Bunches - 96,925 metric tonnes

3)   Crude Palm Oil - 12,063 metric tonnes

4)   Palm Kemel - 1,924 metric tonnes

Posted by weng77 > 2015-10-12 21:27 | Report Abuse

An El Nino weather pattern is likely to cut palm oil output in Indonesia and Malaysia by 5-6 percent in 2016 and lift prices to 2,500 ringgit ($606.06) per tonne in the first quarter, the chief executive of plantation firm Felda Global Ventures said.

http://www.reuters.com/article/2015/10/09/us-felda-glo-vntrs-palmoil-output-idUSKCN0S311B20151009

Posted by duitKWSPkita > 2015-10-12 21:29 | Report Abuse

thanks for update weng77....

appreciate all the figures..........

Posted by weng77 > 2015-10-20 22:43 | Report Abuse

Sarawak state election coming soon, Will Sarawak related company will benefit from it ?

Posted by pushparaj > 2015-10-22 19:09 | Report Abuse

With el nino and the haze, oil palm production is affected. Cpo prices are in the uptrend. Time to concentrate on good plantation stocks.

Posted by weng77 > 2015-10-22 22:28 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2015/10/19/Morgan-Stanley-retains-Upgrade-outlook-for-plantations/?style=biz

Posted by pushparaj > 2015-10-23 15:08 | Report Abuse

End of this month possible dividend announcement

Posted by pushparaj > 2015-10-30 16:28 | Report Abuse

ONE CENT DIVIDEND, PROPOSED

Posted by weng77 > 2015-11-03 16:19 | Report Abuse

2 target price adjustment by RHB-Osk in Oct'15. 5th Oct raise target price fr 1.18 to 1.25. On 26 oct, it raised the target price further to 1.40. Weaker RM benefit sector timber and EL nino push CPO price higher benefit plantation sectors...

Posted by Sarawak_Lakian > 2015-11-05 19:45 | Report Abuse

Dear my AH WENG 77, please consider weida 7111.

Posted by chewheok > 2015-11-10 17:30 | Report Abuse

Price target is 1.160 to 1.500 buy now

Posted by weng77 > 2015-11-11 09:53 | Report Abuse

Take a look at jtiasa timber & palm oil output and compare it with taan and wtk, at the same time compare the stock price performance, you will understand it is safe to accumulate at current low price. Appreciation for this stock could be much higher in future.

Posted by WINNING > 2015-11-11 16:11 | Report Abuse

price move now... I going in.

Posted by weng77 > 2015-11-16 14:25 | Report Abuse

Output for FFB is quite steady, maintain above 90k Mt for the past 3 months.
Oct'15 output

1)    Log - 70,735 cubic metres

2)    Fresh Fruit Bunches - 95,599 metric tonnes

3)   Crude Palm Oil - 12,911 metric tonnes

4)   Palm Kemel - 1,974 metric tonnes

Posted by weng77 > 2015-11-17 09:31 | Report Abuse

TAAN released quarterly result yesterday... super good.. mainly driven by timber sector & higher FFB..

Main factors contributing to the better performance were as follow:

(i) Higher fresh fruit bunch (‘FFB’) production by 8% from the increasing mature palms;
(ii) Better export logs and plywood average selling prices which in Ringgit terms were 41% and
26% higher though their respective sales volumes were 31% and 9% lower; and

Posted by weng77 > 2015-11-17 09:50 | Report Abuse

Will the Jayatiasa doing good as TAAN on last quarter ...Let see the coming result announcement..

TAAN - MONTHLY PRODUCTION FIGURES (PLANTATION / TIMBER)

Q3
July'15
Log - 48,112 cubic metres
Fresh Fruit Bunches - 59,606 metric tonnes
Crude Palm Oil - 15,869 metric tonnes
Palm Kernel - 3,089 metric tonnes

Aug'15
Log - 41,291 cubic metres
Fresh Fruit Bunches - 66,715 metric tonnes
Crude Palm Oil - 18,433 metric tonnes
Palm Kernel - 3,744 metric tonnes

Sep'15

Log - 41,339 cubic metres
Fresh Fruit Bunches - 66,704 metric tonnes
Crude Palm Oil - 19,062 metric tonnes
Palm Kernel - 4,070 metric tonnes

Jayatiasa - MONTHLY PRODUCTION FIGURES (PLANTATION / TIMBER)

Q3
July'15
Logs - 55,077 cubic metres.
Fresh Fruit Bunches - 81,659 metric tonnes.
Crude Palm Oil - 8,576 metric tonnes.
Palm Kernel - 1,434 metric tonnes.

Aug'15
Log - 77,218 cubic metres
Fresh Fruit Bunches - 95,968 metric tonnes
Crude Palm Oil - 11,341 metric tonnes
Palm Kemel - 1,806 metric tonnes

Sep’15

Log - 62,164 cubic metres
Fresh Fruit Bunches - 96,925 metric tonnes
Crude Palm Oil - 12,063 metric tonnes
Palm Kemel - 1,924 metric tonnes

Posted by pushparaj > 2015-11-18 15:00 | Report Abuse

Hope the uptrend today is reflecting, the upcoming quarterly report

Posted by Shauns > 2015-11-18 15:34 | Report Abuse

It benefit from depreciation of RM and this has been boosting its revenue and profit as furniture counters have performed well; I think the coming result for Q1FY2016 is better than previous result. cheer !

Posted by sunztzhe > 2015-11-18 15:43 | Report Abuse

This stock had been on downtrend since April 2014...It closed LOWEST Low @ RM 1.07 on 26/8/2015 but closed with HIGHER Low@ RM 1.19 on 9/11/2015. It had been under performing the KLCI index since April 2014 and had been on sideways consolidation since 26/8/2015. It is now attempting to breakout of its consolidation mode to begin its UPTREND.

Its upcoming Q3 report will be due on 27/11/2015 or 28/11/2015. The recent price movement maybe indicating that the upcoming financial results will be better than previous quarter.

Looking forward, this stock will most likely breakout of consolidation and resume its long awaited uptrend soon as today it hit a HIGHER High price @RM 1.35 which is a good indicator of further upside to come.

Posted by ljmeng > 2015-11-18 16:02 | Report Abuse

start accumulating this counter....really a nice counter....dun miss it!

Posted by sunztzhe > 2015-11-18 23:09 | Report Abuse

Today JTIASA outperformed KLCI index after a long hiatus. It had been bullish for the past 2 days...looks like this is the beginning of the commencement of the long awaited trend change. If the forthcoming Q3 result is better than Q2 and if future palm oil price firmed up further, this stock has legs to run further

Immediate resistance @ RM 1.36. Next major resistance @ RM 1.49

Posted by weng77 > 2015-11-20 22:28 | Report Abuse

Jayatiasa

Output Q4'15 (MT) Q1'16 (MT) Q to Q(MT) Q to Q (%)
Palm oil 193,063 274,400 + 81,337 + 42.13%
Log 190,348 194,459 + 4,111 +2.16%
Palm Kernel 3,120 5,164 + 2,044 +65.51%
crude Palm oil 21,577 31,980 +10,403 +48.21%

Some output data latest Quarter compare to previous quarter... I believe the latest Quarter result should be much better than last announced quarterly result... IMO.

Posted by weng77 > 2015-11-20 22:51 | Report Abuse

Jayatiasa

FFB output Q1'16 (July-Sep'15)
Q to Q + 42.13% Y to Y 9.2%

Logs output Q1'16
Q to Q + 2.16% Y to Y -22.3%

Palm Kernel Q1'16
Q to Q + 65.51 % Y to Y +10.2%

Crude Palm oil Q1'16
Q to Q + 48.21% Y to Y +16.5%

Higher volume mean lower COP due to economic of scale...Significant volume improvement from Q to Q for palm oil production.

Posted by calvimtaneng > 2015-11-25 20:18 | Report Abuse

-CE 1.10, so means that the sharks may want to surpress the price not much deviate from 1.10.

No way you can fight sharks, unless there is another appearance of super-shark collect

Posted by weng77 > 2015-11-26 10:18 | Report Abuse

CPO expected to trade up to RM3,000 a tonne next year...Let see..

http://www.dailyexpress.com.my/news.cfm?NewsID=104717

Posted by weng77 > 2015-11-26 11:28 | Report Abuse

Just browsed through Genting Plantation quarterly results. Malaysia plantation quarterly revenue - RM 217 mil and EBITDA RM 78.5 mil. Palm oil estate area in Malaysia - > 66,000 ha oil palm tree at Prime mature stage.

JayaTiasa Palm oil planted area : 68,446 ha 40% (30 June 2015) prime mature stage...
June 2016 - prime mature stage 55%
June 2017 - prime mature stage 65%
June 2018 - prime mature stage 76%

palm oil business contribution to Jayatiasa will be quite significant in future couple will palm oil price recover due to EL Nino for the next 2 years...

Posted by ljmeng > 2015-11-26 17:29 | Report Abuse

result out....no surprise at all....

Posted by power88 > 2015-11-26 19:10 | Report Abuse

The Group’s pre-tax profit for the current quarter had improved by 75% to RM32.6 million from
RM18.6 million reported in the preceding quarter.
Improvement in pre-tax profit was contributed by:-
 39% and 25% increase in FFB and CPO sales volume respectively; and
 23% and 21% reduction in FFB and CPO unit production cost as a result of 42% and 46%
increase in production volume respectively.

Posted by weng77 > 2015-11-26 23:26 | Report Abuse

The main reason for no surprise could be due to lower log sales.

Lower revenue was resulted from:-
43% and 11% decrease in log and plywood sales volume respectively.

Great improvement for palm oil business ...
Volume for CPO up 46% but sales volume only up 23%. May be the extra sales transfer to following Quarter at better sale price than Q1'16. Palm oil business is profitable in Q1'16 compare 3 Q consecutive loss in FY15. Recovery of FFB volume and even though with lower sales price but still manage to turn to profit for this Q.(Q4'15 - oil palm business loss RM 10.76 mil) Q1'16 palm oil business profit RM 2.36 mil. CPO price has been recovered from RM 1800+ MT in Aug'15 to RM 2200 + MT in Oct'15. CPO price uptrend in 2016 still intact.

RM is weaker in current quarter Q2'16 than previous quarter, once the log sales pick up in current quarter and we should expect better result in current quarter.

Revenue, RM k Profit/loss, RM k
Logs business RM62,802 RM25,089
Wood processing RM95,693 RM12,665
oil palm business RM89,114 RM2,360
Others business RM 15 RM875
admin and overhead -RM8,387

Profit before Tax RM32,602



Looking forward for better earning in coming quarter for both timber and palm oil business...

Posted by ljmeng > 2015-11-27 09:33 | Report Abuse

this counter really need patience.....long term invest!

Posted by weng77 > 2015-11-27 09:53 | Report Abuse

Strong EL nino coming soon.This El Nino will probably rank among the three strongest since 1950...do prepare for it...

http://www.bloomberg.com/news/articles/2015-11-27/palm-oil-seen-facing-powerful-cocktail-of-el-nino-fuel-demand

Posted by power88 > 2015-12-03 17:58 | Report Abuse

log price soon going up

Posted by power88 > 2015-12-03 17:58 | Report Abuse

jtiasa 1.20..very attrative price.

Posted by BuLLRam > 2015-12-03 18:30 | Report Abuse

Wait 1.10 to collect.......zzzzzzz

Posted by weng77 > 2015-12-03 21:05 | Report Abuse

Log price is up... USD to RM is still strong. CPO price continue up. soybean oil continue going up....AMMB suddenly upgrade the target price from RM1.18 to RM1.96 on 27/11/2015... it is ok to buy and hold till next quarter...

Posted by Kelvin Chan > 2015-12-06 10:54 | Report Abuse

Last call

Posted by weng77 > 2015-12-07 20:01 | Report Abuse

Amazing for CPO palm oil price today

Jan15 up RM 66 to RM 2357
Feb15 up RM 69 to RM 2436

Last Friday soy oil up more than 4 % and drove CPO price higher today...

Last Q1'16average cpo price for Jtiasa is RM 2028 only..
Looking forward for better earning contribution from palm oil business..

Posted by Sapphire > 2015-12-07 23:01 | Report Abuse

yeah yeah..wait...just start collect dun push first

Posted by weng77 > 2015-12-08 09:25 | Report Abuse

Fyi.

Hard logs price commodity in USD. On upward trend for current quarter..

Jul 2015 USD241.27
Aug 2015 USD 241.70
Sep 2015 USD 247.78
Oct 2015 USD 248.08

Posted by nokenzo > 2015-12-08 17:02 | Report Abuse

Thanks Mr weng 77. Got support. Next quarter should be good.

Posted by calvintaneng > 2015-12-09 00:53 |

Post removed.Why?

Posted by GuguTan > 2015-12-09 11:22 | Report Abuse

I don't know how much of you have actually make positive return after listening to Calvin Tan,

but I just want to clarify, ----- this CALVIN TAN cause a BIG LOSS unnecessariry to me.

Posted by GuguTan > 2015-12-09 11:52 | Report Abuse

Unfortunately...

CALVIN TAN ENG is nothing but a clone of JIM CRAMMER.

the more you listen to him, the faster your money evaporate.

Posted by calvintaneng > 2015-12-09 12:14 |

Post removed.Why?

Posted by ckwan11d > 2015-12-09 17:43 | Report Abuse

Inexpensive.

Posted by Rainbowenson > 2015-12-09 19:07 | Report Abuse

Calvin Tan.. Please advice me...

Just now my mother is trimming the orchid in the pot, but for unknown reason, she cracked the new bud of the orchid located middle in the branch. She scold me like angry bird... What should I do now?? I did nothing all the time, still get punished..

Calvintaneng, HELP ME!!!

Posted by Rainbowenson > 2015-12-09 19:09 | Report Abuse

Calvintaneng, can you help to undo the tragedy happened in my mother's orchid?

Posted by Koon Bee > 2015-12-09 19:16 |

Post removed.Why?

Posted by Rainbowenson > 2015-12-09 19:20 | Report Abuse

Kong Bee, Calvintaneng have not help to grow back the broken bud in the orchid in the pot!!!!

Posted by Rainbowenson > 2015-12-09 19:22 | Report Abuse

CALVIN, isn't that many people say you are good? Then please come to my house and fix the broken orchid!!!!!