Posted by calvintaneng > 2022-02-17 16:31 |

Post removed.Why?

Posted by KingKoil > 2022-02-17 19:32 | Report Abuse

1.88

Posted by CCWONG > 2022-02-17 20:32 | Report Abuse

Jtiasa's FFB harvest is actually pretty consistent and furthermore it is low season.

Jan'22 to Mar'22 will see good FFB harvests (low season) with good average CPO prices.

Invest in long term for big gains.

Posted by Fabien _the efficient capital allocator > 2022-02-17 22:58 | Report Abuse

Rising tide lift all boats

Posted by ahbah > 2022-02-17 23:03 | Report Abuse

Agreed fully, rising tide lift all boats even including rocks, pebbles n

stones lying at the bottom of the sea !!!

Plantation stks ... a must collection, at least some lah, so as not to

miss out the plantation bull.

Posted by kengfp > 2022-02-18 09:23 | Report Abuse

800 road block cleared....next 800

Posted by PlantBull > 2022-02-18 11:41 | Report Abuse

buy buy before it rockets up!!

Posted by dentab > 2022-02-18 15:00 | Report Abuse

Mr. CCWONG can you please info from where(which website) you can have listed Avg Monthly Price of CPO? Avg Monthly Palm Kernel Oil? Avg Monthly FFB ? Thanks ahead.

Posted by PlantBull > 2022-02-18 22:30 | Report Abuse

@dentab average cpo price u can get from mpob. Monthly palm yield is published every month by company....

Posted by CCWONG > 2022-02-19 09:38 | Report Abuse

Dear "Dentab",

I do my own Excel-Sheet data mining on the the followings:

1. Monthly FFB including CPO & others - Actual Volume.
(This information is obtained from the listco's monthly announcement).

2. The Daily CPO Price & thus Monthly Average CPO Price - Actual Price.
(This information is obtained from MPOB on daily basis & Av. Monthly).

3. As I have informed since last 1-2 years, the oil palm industry which
involved the oil-palm listcos is most transparent (Above infor').

4. When you have the FCPO forecast which is daily informed in the market
and with all the above information in the Excel-Sheet, you may be able
to do your own computation of the estimated quarterly NPBT/NPAT.

5. Welcome to the world of transparent oil palm industry & market.

6. The rest such as Management of the listcos, etc, etc, please read
the Annual Report, Quarterly Financial Reports, & others.

Hope the above is of help to us & as for me. it has aided me well.

I want to be safe investor & make handsome financial gains.

Posted by Calafate > 2022-02-20 17:56 | Report Abuse

Some noteworthy notes on Jaya Tiasa........................
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2022-02-19-story-h1599176719-SOME_NOTEWORTHY_NOTES_ON_JAYA_TIASA_4383_FFB_HARVEST_INCREASED_QoQ_CPO_.jsp

Posted by calvintaneng > 2022-02-21 08:55 | Report Abuse

Happy morning to all at Jaya Tiasa

Jaya tiasa = Always successful

Jaya Tiasa = Giant treasure

Posted by gladiator > 2022-02-21 09:39 | Report Abuse

Minimum wages will not effect plantation companies. Workers already paid way above minimum wages.

Posted by Jonathan Keung > 2022-02-21 09:45 | Report Abuse

They are looking for lots and lots of workers and paying above the minimum wage

Posted by Kang Yao > 2022-02-21 10:48 | Report Abuse

@CCWong can share the excel via cloud? :D

Posted by Fabien _the efficient capital allocator > 2022-02-21 17:50 | Report Abuse

RM51mil record quarterly profit

Posted by Calafate > 2022-02-21 18:03 | Report Abuse

EPS 5.28, better than BPlant.
Share price catching up soon???

Posted by calvintaneng > 2022-02-21 18:36 | Report Abuse

5.28 sen
annualized 21.12 sen

at 78.5 sen the p/e is 3.71

Posted by donnybelowski > 2022-02-21 19:18 | Report Abuse

Beli

Posted by brianklc > 2022-02-21 19:36 | Report Abuse

Any dividend announced?

Posted by treasurehunt > 2022-02-21 20:57 | Report Abuse

Turnover surged 85% in 4Qtr21 in comparison with 3Qtr21.Any jump in CPO production and huge increase in CPO prices? or delay in harvesting due to flood.

Posted by brianklc > 2022-02-21 21:47 | Report Abuse

If u read pg11 of the announcement, average sales price for oil palm improved by 39% QvQ, which is way above other plantation companies, due to futures?

Posted by treasurehunt > 2022-02-21 21:59 | Report Abuse

Improve in sales volume by 40%? CPO production in 4Qtr21 merely up 8% to 39.6k tonnes in comparison with 3Qtr21.

CPO prices increased by 39%...so big jump in a quarter. BPlant has reported CPO prices up only 16.5% in 4Qtr21 against 3Qtr21.

"When compared to the immediate preceding quarter, current quarter’s revenue increased by 64% mainly as a result of 40% and 39% improvement in sales volume and average selling price of CPO
respectively."

Posted by brianklc > 2022-02-21 22:13 | Report Abuse

Bplant is trending closely against the rest of the market announced to date of 12-20%. Now sales volume does not equals to production, it could also means Q2 production carried to be sold Q3, expecting Q3 price to be higher than Q2.

Posted by kmohan62 > 2022-02-21 22:29 | Report Abuse

No dividend declared...downside to share appreciation...compare with BPlant..a dividend of
RM 0.04 declared.

Posted by calvintaneng > 2022-02-21 23:10 |

Post removed.Why?

Posted by calvintaneng > 2022-02-21 23:12 | Report Abuse

Berkshire Hathaway of Warren Buffet never ever pay any dividend at all
Why?

Dividend is taxable & Warren wants to save every cent so that he could snow ball the profit into the Best Investment Company on earth

Posted by Berlin > 2022-02-22 07:12 | Report Abuse

This is 6 monthly results. Wait after 12 month full results FYE 30.6.2022 for dividend announcement. I expect resumption of dividend payment this year with good financial performance and accumulated cash in treasure chest. JTiasa below 0.80 is very cheap given improving fundamentals backed by NTA 1.25.

Posted by Terry Kok > 2022-02-22 09:15 | Report Abuse

The average selling price for CPO is 4000 which other average is 5000. Anyone know why jtiasa ASP so low?

Posted by Johnzhang > 2022-02-22 10:00 | Report Abuse

All factors being more or less equal, the company that pay regular and handsome amount of cash dividends is my choice. Cash in my own pocket is always better.

Posted by brama > 2022-02-22 10:57 | Report Abuse

kayu kayu up..

Posted by kmohan62 > 2022-02-22 11:53 | Report Abuse

Will the company by any chance declare bonus shares as it has got more than 5 million treasury shares...or it may resume buy-back for its cash flow has improved lately?

Posted by Kang Yao > 2022-02-22 12:28 | Report Abuse

@johnzhang if you want cash in pocket, just unload some share when price up, its the same with paying dividend

Posted by Kang Yao > 2022-02-22 12:59 | Report Abuse

glad to see free cash flow 150mm in 2 quarters
@calvintaneng when do you foresee Sarawak logging restriction will be lifted?

Posted by Kang Yao > 2022-02-22 13:09 | Report Abuse

Bplant latest qtr FCF is 140+mm, on the back of 2.3b market cap
Jtiasa latest qtr FCF is 100+mm, on the back of 0.8b market cap (with timber division consider sleeping)

I'll go for Jtiasa if target to add more.

Posted by kmohan62 > 2022-02-22 14:09 | Report Abuse

Jtiasa's timber division is a bonus waiting to take off...some not so savvy investors fail to take notice if this favourable factor into overall valuation consideration of the stock price.

Posted by kmohan62 > 2022-02-22 14:20 | Report Abuse

There is a possibility of stock split to make the counter more liquid thus making more attractive to retail investors.

Posted by ahbah > 2022-02-22 14:27 | Report Abuse

Now, all plantation stks are oredi attractive enough to all retail investors !

Posted by mh87 > 2022-02-22 14:32 | Report Abuse

Is plantation a good sector during inflation?

Possibly yes..

Posted by VenFx > 2022-02-22 14:49 | Report Abuse

Slow and steadily.
Good

This round of plantation players mostly are bery mature.
No excessively hype seem like glove before.

Good sign !

Posted by kmohan62 > 2022-02-22 14:51 | Report Abuse

Stock split may make the share more amenable to more retailers especially those who lack much capital nevertheless eager to get into the market with an eye for some good performing palm oil counters like Jtiasa.

Posted by Johnzhang > 2022-02-22 14:57 | Report Abuse

Receive good amount of cash dividend from the company’s profit is definitely different from selling your own share to pay yourself. Already, the current share + the total cash dividend received in the past 2 years for the 2 companies already tell you the difference. Bear in mind that the huge freehold development land bank of Bplant in west Malaysia is something Jtiasa can not match.
I share my honest view between the two. Choice is absolutely yours .
——————————————
Posted by Kang Yao > Feb 22, 2022 12:28 PM | Report Abuse

@johnzhang if you want cash in pocket, just unload some share when price up, its the same with paying dividend

Posted by Kang Yao > 2022-02-22 20:14 | Report Abuse

Thanks for sharing, im not aware Bplant holds vast landbank, I just comment base on numbers.

Posted by calvintaneng > 2022-02-22 20:45 |

Post removed.Why?

Posted by VenFx > 2022-02-22 23:57 | Report Abuse

Posted by treasurehunt > Feb 21, 2022 8:57 PM | Report Abuse

Turnover surged 85% in 4Qtr21 in comparison with 3Qtr21.Any jump in CPO production and huge increase in CPO prices? or delay in harvesting due to flood.

ME:
PROBABLY A DELAY IN HARVESTING DUE TO FLOOD, I GUESS.
WHAT WUD BE THE NORMALISATION NET PROFIT FOR THE QTR THEN ? TQ

Posted by dentab > 2022-02-23 13:14 | Report Abuse

Dear CC Wong, thanks for info, it enlighten me, Thanks

Posted by miniminer > 2022-02-23 15:21 | Report Abuse

Thank you Jtiasa..... sudah dapat Nasi Lemak + Paha Ayam Tea Tarik ......hehehe...........

Posted by VenFx > 2022-02-23 16:54 | Report Abuse

< $0.890
Dont think
Dont look
Just Buy

Jtiasa @$0.890 offer you an Century Low entry
Buy and kept below your pillow

next year Tahun Baharu Cina
baru check for $1.20-2.60 yaa >.///

Posted by VenFx > 2022-02-23 16:56 | Report Abuse

Next qtr harvesting ffb shud b somewhere 159m.t.
any beyond that consider hit jack pot .

Some more, dividen maybe give away if next qtr continue deliver flying color result.

Posted by kmohan62 > 2022-02-23 18:22 | Report Abuse

Can expect increasing FFB output in future because if my memory serves me right..the company undertook massive planting between 2010 and 2012...now these batch o these trees are at mature age and can expect increasing yield in future...