Posted by StartOfTheBull > 2022-10-23 08:02 | Report Abuse

When no one bother to take a look at this counter when it was down, but when you see the forum flooded with new IDs and comments when counter is hot, it is usually not a very good sign.

Posted by xiaoeh > 2022-10-23 11:42 | Report Abuse

agreed. when everyone come here to critize kt, it is the time to consider buying

Posted by VNTGT128 > 2022-10-24 08:42 | Report Abuse

KYY made a big blunder. Revenue of JTiasa consists of sales from FFB, CPO and KP and not only from CPO!

Posted by John Lu > 2022-10-24 12:15 | Report Abuse

Hang Seng big drop 5.17% and China A50 drop 2.85% now.

Posted by nelsonlim > 2022-10-27 09:18 | Report Abuse

PALM OIL DAY

Posted by VNTGT128 > 2022-11-01 09:05 | Report Abuse

Cold Eye holds 5,000,000 shares in JTiasa as at 30 Sep 2022 according to JTiasa AR 2022. The guru found value in JTiasa?

Posted by WilburR2 > 2022-11-01 15:43 | Report Abuse

nice trade

Posted by TheSecret > 2022-11-05 14:58 | Report Abuse

Top reasons why Cpo prices will sustain

1. Drought in Europe, China, USA, Brazil caused shortages

2. Ukraine war caused less planting

3. Embargo on Russia means less exporting

4. high Brent oil as Winter coming

5. High Brent means more demand for biofuel

6. India after Diwali restocking and China opening

7. Drought in Mississippi caused his shipping cost for soybean

8. B40 biofuel going to take up another 3.5il ton of Cpo

9. World population growth of 80 mil per year (1% of 8 billion people )

10. Raining season now as monsoon coming

All these are CATALYSTS FOR PALM OIL

Posted by drken91 > 2022-11-26 15:17 | Report Abuse

aik, I thought I saw Fundamental Trader's comment here a week ago...
dah lari ke tu?

Posted by calvintaneng > 2022-11-27 21:19 | Report Abuse

Jaya Tiasa

This qtr earned 3.51 sen profit
annualised 14.04 sen

at 61 sen Jtiasa has a P/E of only 4.34

just gave a dividend of 2.8 sen which is twice that of Bank FD rate

Nav is Rm1.32

Jtiasa is selling at more than 50% discount to Book Value

by all yard sticks Jtiasa

P/E is low, Dividend is good and selling at more than 50% discount to Net Assets Value

Posted by calvintaneng > 2022-11-27 21:23 |

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Posted by calvintaneng > 2022-11-27 21:25 |

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Posted by drken91 > 2022-11-30 18:45 | Report Abuse

tq sifu calvin for the sharing
looks like Jtiasa moving strongly in tandem with TSH as well

and FCPO chart looks like inverted head & shoulders,
come Q1-Q2 2023, will be a good time to harvest

good luck shareholders of, Giant Treasure (a.k.a Jaya Tiasa)

Posted by 10bagger10 > 2022-12-27 10:45 | Report Abuse

Which one most undervalue sifu?

Posted by StartOfTheBull > 2022-12-27 15:20 | Report Abuse

What is going on?

Posted by 10bagger10 > 2022-12-27 18:04 | Report Abuse

Is it a 10 bagger?

Posted by calvintaneng > 2022-12-27 21:49 |

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Posted by 10bagger10 > 2022-12-28 09:39 | Report Abuse

Calvin sifu prefer tsh or jtiasa?

Posted by Sslee > 2022-12-29 07:56 | Report Abuse

The Group’s plantation operating environment in the FY 2022 remained challenging as we weathered through the pandemic, labour shortage constraint and erratic weather. As a result, the total FFB production for the FY continued its decline by 14% to 737,723 MT from 861,766 MT in the previous year.
In FY18, FY19, FY20 the FFB production is above 1 million+

Out of a total planted land bank of 69,589 hectares, 97% of our palm trees are in their prime with a weighted average palm age of 13 years old. About 3% are young mature palms with an increasing yield trend in the coming years.

So with labour shortage problems over I expect FY 23 the production will hit a million again.

Below the month Jul-Nov data:
The Company wishes to announce the crop and logs production of the Group for the month of November 2022 as follows:
Product Production
Fresh Fruit Bunches 86,810 metric tonnes
Crude Palm Oil 17,504 metric tonnes
Palm Kernel 4,116 metric tonnes
Logs 8,836 cubic metres

The Company wishes to announce the crop and logs production of the Group for the month of October 2022 as follows:
Product Production
Fresh Fruit Bunches 97,835 metric tonnes
Crude Palm Oil 20,246 metric tonnes
Palm Kernel 4,987 metric tonnes
Logs 9,023 cubic metres

The Company wishes to announce the crop and logs production of the Group for the month of September 2022 as follows:
Product Production
Fresh Fruit Bunches 100,131 metric tonnes
Crude Palm Oil 18,769 metric tonnes
Palm Kernel 4,537 metric tonnes
Logs 7,851 cubic metres

The Company wishes to announce the crop and logs production of the Group for the month of August 2022 as follows:
Product Production
Fresh Fruit Bunches 91,936 metric tonnes
Crude Palm Oil 17,650 metric tonnes
Palm Kernel 4,111 metric tonnes
Logs 6,890 cubic metres

The Company wishes to announce the crop and logs production of the Group for the month of July 2022 as follows:
Product Production
Fresh Fruit Bunches 71,881 metric tonnes
Crude Palm Oil 12,488 metric tonnes
Palm Kernel 2,664 metric tonnes
Logs 7,591 cubic metres

As of the cost: Direct labour and production cost RM(89.9+162.6)= RM 252.5 million
Economic Performance (SDGs-8 Decent Work and Economic Growth)
In the reporting year, our employees (through their various services in the Group) were recipients of RM89.9 million in employee benefits. The Group also contributed over RM96.7 million to the government through various taxes, cesses and logs royalty.

From the total revenue of RM810.8 million, 20% or RM162.6 million was channeled to the purchase of spare parts, diesel, fertilisers and chemicals, repair and maintenance and payment of utilities and office supplies to meet the needs of the overall business. Inevitably, this has helped the local economy both directly and indirectly. The Group also actively purchased FFB from surrounding plantations and smallholders to the tune of RM52.5 million during the year.

Posted by Sslee > 2022-12-29 08:05 | Report Abuse

So if FFB production can hit close to 1 million MT and direct cost of RM300 million then per ton FFB cost will be RM 300. If CPO able to maintain at RM 4000 the FFB will be at about RM800/MT.
Gross profit per MT FFB will be RM 500.

Posted by Sslee > 2022-12-29 08:46 | Report Abuse

Q1 end 30/9/22

Depreciation and amortisation RM 36,710,000
Interest expenses RM 6,331,000
Selling expenses: RM 5,883,000
Administrative expenses:RM 8,245,000

Posted by SEE_Research > 2022-12-30 19:06 |

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Posted by SEE_Research > 2022-12-30 19:24 |

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Posted by SEE_Research > 2022-12-30 19:26 |

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Posted by SEE_Research > 2022-12-31 02:02 |

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Posted by Berlin > 2023-01-01 11:28 | Report Abuse

Goes without saying that Calvin is way off the mark on his palm oil stocks in 2022. Making wrong calls is human and forgivable but not acknowledging them is not. With this one grievous omission, Calvin has lost any semblance of credibility by my reckoning. However, with the start of the new 2023 year, let us put the past behind and begin the year on a fresh note.

Posted by skoh888 > 2023-01-01 11:39 | Report Abuse

happy new year berlin! well said and eloquently delivered. I have also moved on from pointing out calvin's flaws and just let him be. Looking forward to a good 2023! Have a good year ahead berlin!

Posted by Berlin > 2023-01-01 12:00 | Report Abuse

Happy 2023 year skoh, seeR and yes, even you too calvin. May the year see a revival of Bursa and improved camaraderie among I3 investors.

Posted by SEE_Research > 2023-01-01 12:47 |

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Posted by StartOfTheBull > 2023-01-01 13:42 | Report Abuse

Happy New Year everyone.
Meanwhile, Indonesia has started to tighten export rules for palm oil from today by allowing less shipments overseas for every tonne sold domestically, to ensure sufficient and affordable cooking oil supply at home.
Exporters will be allowed to ship six times their domestic sales volume, less than the current ratio of eight times.

Posted by SEE_Research > 2023-01-01 19:17 |

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Posted by Mikecyc > 2023-01-01 20:23 |

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Posted by Mikecyc > 2023-01-01 20:24 |

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Posted by Mikecyc > 2023-01-01 20:35 |

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Posted by CAWALLUK > 2023-01-02 01:44 | Report Abuse

Give poor old Calvin a break ... if plantation shares had stayed high, no one would be moaning. I made a modest profit on Ta Ann and SOP, my fault, I could have made a lot more if I had sold at the peak. I put the money into JTIASA at 0.56.75. I also hold SWKPLANT, THP and Univanich (done well there) interestingly this company has a profitable subsiduary in the Philippines. I still believe that plantation shares have been unfairly targeted by the woke climate change ESG brigade ... pension funds and fund managers steer clear but in doing so harm the interests of their clients and pensioners.. More effort should be made promoting palm oil and fighting the corrupt polititions in the EU who seek to smear the palm oil industry. Over the last year, I have made a small profit and had some useful dividends, many of my friends here in England and USA, have lost in some cases 50% of their capital.
In the event of a severe world wide market correction PO shares may go down another 20% but as they are trading at such low PE’s and book value, they should do much better than most other shares. Another prop to palm oil is the oil price, due to lack of investment (ESG again) oil should trend higher next year. Oil companies should hold their value in 2023, so should plantations.

Posted by Mikecyc > 2023-01-02 06:36 |

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Posted by Mikecyc > 2023-01-02 07:31 |

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Posted by SEE_Research > 2023-01-02 07:51 |

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Posted by StartOfTheBull > 2023-01-02 08:03 | Report Abuse

Kimloong, MHC, Ta Ann and Innoprise are cash rich/debts free.
The "key" is still the SHARE PRICE. As for MHC, its price remains low maybe because the boss is conservative in distributing out dividend. I may be wrong.

Posted by StartOfTheBull > 2023-01-02 08:14 | Report Abuse

As for oil, Petronm and Hengyuan are more difficult to predict due to their involvement in oil price hedging and crack spread margins.
Hibiscus is more predictable for its price movement because its main activities are up stream oil and gas productions. I may be wrong
Therefore I prefer Hibiscus more than the other two.

Posted by Mikecyc > 2023-01-02 11:21 |

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Posted by SEE_Research > 2023-01-02 12:12 |

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Posted by SEE_Research > 2023-01-02 22:04 |

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Posted by calvintaneng > 2023-01-02 23:16 |

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Posted by calvintaneng > 2023-01-02 23:19 | Report Abuse

https://klse.i3investor.com/web/cube/blog/blposts/see_research/SEE_Research?pub=N&_gl=1*j5f3y5*_ga*MTczNTMzMTE0MS4xNjU4NDc0MzQ5*_ga_MNBHX2J50S*MTY3MjY3MTg0MC4xMzQuMS4xNjcyNjcyNjIzLjAuMC4w

Posted by SEE_Research > 2023-01-03 02:11 |

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Posted by Mikecyc > 2023-01-03 05:58 |

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