JAYA TIASA HOLDINGS BHD

KLSE (MYR): JTIASA (4383)

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Last Price

1.20

Today's Change

+0.01 (0.84%)

Day's Change

1.18 - 1.22

Trading Volume

3,256,200


16 people like this.

12,732 comment(s). Last comment by Ytl2023 1 day ago

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-07-31 00:06 | Report Abuse

A TRILOGY OF 3 CHEAP PALM OIL STOCKS WITH GREAT POTENTIAL: THPLANT, JTIASA & TSH RESOURCES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-07-30-story-h-243920639-A_TRILOGY_OF_3_CHEAP_PALM_OIL_STOCKS_WITH_GREAT_POTENTIAL_THPLANT_JTIAS

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-07-31 00:08 | Report Abuse

ECRL Terengganu: Terowong Paka (Jalan Jerangau - Jabor) | Perkembangan Terkini ECRL Paka Tunnel

THPLANT HIT JACKPOT HERE WITH GOOD LOCATED LANDS AT ONLY ABOUT RM5,260 AN ACRE COST

https://www.youtube.com/watch?v=NbSKxrq35-M

DON'T MISS POST ON JAYA TIASA

JTIASA GOT CONVERTED COMMERCIAL LANDS ALONG PAN BORNEO HIGHWAY SARAWAK

WilburR2

839 posts

Posted by WilburR2 > 2023-08-01 08:43 | Report Abuse

very good mth production figures reported

Posted by crocodile1980 > 2023-08-03 20:52 | Report Abuse

2 yrs ago, I prefer KFIMA than Jtiasa with reasons given...while I am prefer Jtiasa this round for inflation 2.0....Let's see

speakup

25,307 posts

Posted by speakup > 2023-08-03 21:33 | Report Abuse

Kfima good. Jtiasa better

WilburR2

839 posts

Posted by WilburR2 > 2023-08-04 05:34 | Report Abuse

2b debt pared down. Jt started paying div

kutipkutip

1,100 posts

Posted by kutipkutip > 2023-08-04 16:16 | Report Abuse

0.710 minggu depan hijau !

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-05 22:19 | Report Abuse

JAYA TIASA (4383) PALM OIL JEWEL: ALL ROUND IMPROVEMENTS: Lower gearing by Cash Inflow, Resume dividend payout & Highest FFB harvested, Calvin Tan


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-05-story-h-243713935-JAYA_TIASA_4383_PALM_OIL_JEWEL_ALL_ROUND_IMPROVEMENTS_Lower_gearing_by_

Posted by sense maker > 2023-08-06 08:30 | Report Abuse

Jan to Mar 2023, PO price was high but it only made RM0.01 eps. Apr to Jun 2023, PO was lower, eps likely would not look pretty. Betul kah?

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-06 08:52 | Report Abuse

Sense Maker,

Non current loan pared down by Rm150 millions. last qtr got Rm5 mil interest cost. hopefully this qtr will improve

also fertilizer cost came down by 30% however there is time lag to get further savings

although Cpo prices down QoQ Cpo production has gone up 36%

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-07 11:22 | Report Abuse

Jaya Tiasa or Giant Treasure - The best kept secret palm oil superstars one day

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-08 00:17 | Report Abuse

Pang72

CPO NOW TRADES AT NEW HIGH RANGE ABOVE RM3500 TO RM4200
LAST TIME WAS TRADED AT ONLY RM1900 TO RM2400

SINCE COST OF CPO PRODUCTION IS ONLY RM2000 (FOR TSH) THERE IS STILL GOOD MARGIN

READ VERY VERY VERY CAREFULLY WHAT KM LOONG PEOPLE SAID

KMLOONG SAID CPO AT RM3,000 GOOD ENOUGH

NOW AT ABOVE RM3600 TO RM4200 WILL BE EXCELLENT

Kim Loong Resources eyes record year amid high CPO prices (The Lessons Revealed From Edgedaily Interview with KM Loong, Comments by Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-08-28-story-h1570606253-Kim_Loong_Resources_eyes_record_year_amid_high_CPO_prices_The_Lessons_R

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-08 11:46 | Report Abuse

Looking ahead what are the positive supporting factors for Cpo?

Answer:

1. Palm oil is the most economical vege oil to produce it only take 1/7 of land to produce a ton of Cpo compared to soyoil, canola or sunflower seed oil

So palmoil will remain competitive and stay relevant

2. Palmoil is used in 50% of all Supermarket items like toothpaste, cooking oil, bread, biscuit, cake, ice- cream, hair cream, soap, shampoo, teh tarik creamer and many others like milo and maggee mee and as such it is recession proof

3. There is a shortfall in planting or expansion while more palm oil lands been converted to housing, industries and townships

4. World population growth will need more vege oil

5. Climate change and havoc impact shrubs like soybean or canola plant but palmoil being up to 60 feet tall can withstand and survive

6. Palm oil lands are appreciating assets which is very different from all others
Residual value can spring a surprise bounty of value unlocking by very high prices of lands in the direction of growth

Overall palm oil companies never or seldom go bankrupt even during 1997/8 Asian Financial Crisis when 49 banks failed and shrunk to less than 8 tier one Banks left today

So we invest in πŸŒ΄πŸŒ΄πŸŒ΄πŸ˜„πŸ˜„πŸ˜€

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-08 11:53 | Report Abuse

One more strong supporting factor is Indonesia's thrust into Biofuel

Indonesia wants to save on foreign exchange due to high crude oil imports

So it is diverting to Biofuel from fossil fuel

At current time B35 is implemented and millions of tonnes of Cpo are converted to energy

When B35 eventually reaches B100 they will take up over 70% of all Cpo produced in Indonesia

By then Cpo prices will remain elevated as supply not enough to meet demand

This is a fundamental long term structural support for a sun rising industry like clean green palmoil as biofuel without sulphur or other polluting danger

That is why best to hold palm oil 🌴🌴 🌴

firehawk

4,772 posts

Posted by firehawk > 2023-08-09 22:12 | Report Abuse

FCPO (Oct) = RM 3763
drops from above 4000 last month

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-10 18:05 | Report Abuse

Palm oil demand boosted as rival oil prices jump on supply woes
Vegoils

MUMBAI (Aug 10): Demand for palm oil has been increasing as its discount to soyoil and sunoil has grown, driven by the recent price rise in rival oils due to production concerns in the US and supply disruptions from the Black Sea region, industry officials said.

This surge in demand is expected to assist Indonesia and Malaysia in bringing down their palm oil inventories, simultaneously bolstering Malaysian palm oil futures.

"Aggressive pricing has been aiding palm oil as buyers are shifting toward palm oil from other oils for near-month shipments," said Sanjeev Asthana, chief executive officer at Patanjali Foods Ltd, India's top palm oil buyer.


India, the world's biggest buyer of edible oils, imported 1.09 million metric tonnes of palm oil in July, nearly 60% more than June and the highest in seven months.

India's imports would remain robust during August and September as well, Asthana said.

Crude palm oil is offered at US$910 (RM4,162) a tonne including cost, insurance and freight (CIF) to India for September shipments, compared with US$1,050 for crude soyoil and US$1,010 for crude sunflower oil, dealers said.

Soyoil prices jumped in the last one month on production concerns in the US and lower supplies from top exporting Argentina, while sunflower oil became expensive after Russia withdrew from the Black Sea grains deal, said a New Delhi based dealer with a global trade house.

The Black Sea region accounts for 60% of world sunflower oil output and 76% of exports.

"Palm oil prices didn't rise; instead, they came down due to rising stocks in the producing countries and become even more cheaper for buyers," the dealer said.

Price-sensitive Asian buyers traditionally rely on palm oil because of low costs and quick shipping times.

Along with India, China, Bangladesh and Pakistan have also been raising palm oil purchases for August and September shipments, said a Mumbai-based trader.

China's July vegetable oil imports, which mainly consist palm oil, jumped 48% from a year ago to 778,000 tonnes.

Palm oil's discount to rival oils is likely to come down gradually as rising exports would bring down the inventories in both Malaysia and Indonesia, the trader said.

Malaysia's palm oil exports rose 15.55% to 1.35 million tonnes in July, according to the Malaysian Palm Oil Board. In the first ten days of August, exports of Malaysian palm oil products rose 17.5% to 383,795 tonnes, AmSpec Agri Malaysia said on Thursday (Aug 10).

Read also:
Malaysia's end-July palm oil stocks at five-month high

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-10 22:21 | Report Abuse

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

firehawk

4,772 posts

Posted by firehawk > 2023-08-11 14:41 | Report Abuse

FCPO (Oct) = RM 3714

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-11 23:48 | Report Abuse

Note:

Even when Cpo was Rm1900 to Rm2200 range Jtiasa managed to pare down borrowings from Rm1.5 billions to only mere Rm190 millions now

Cpo at Rm3700 will help to make it debt free cash rich soon

Among the fastest earning palm oil stock is jtiasa

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-15 13:20 | Report Abuse

Fantastic

latest Ffb is 110,000 Metric Tonnes !

Best ever!

WilburR2

839 posts

Posted by WilburR2 > 2023-08-15 13:47 | Report Abuse

June Ffb was 84,700 mt
july Ffb is 110,00 mt
great just great

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-17 08:09 | Report Abuse

Yes great indeed

Fcpo now Rm3,878

Even when Cpo was Rm2200 jtiasa managed to pared down over Rm1 billion borrowings

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-17 08:10 | Report Abuse

And now the twin rise of Cpo to 110,000 tonnes with Cpo over rm3800 will boost cash inflow

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-17 08:13 | Report Abuse

Cpo will be in enhanced production 2nd half

Plus well supported as Diwali in India, Flood in China, drought in Europe, rise of B35 in Indonesia

All these will be good for jtiasa

Pinky

3,246 posts

Posted by Pinky > 2023-08-17 09:31 | Report Abuse

Why not u say natural disasters
Construction works afterwards
Need timber and plywood

Hahahahaha πŸ˜‚

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-17 10:31 | Report Abuse

Yes Pinky

jtiasa got 1.9 million acres of forest concession or about 11.5 x (times) the size of Singapore

That will be another engine of growth

Keep Jtiasa longer term

this Jtiasa will cause your portfolio in the pink of health

Pinky

3,246 posts

Posted by Pinky > 2023-08-17 11:05 | Report Abuse

I still prefer Ta Ann. More consistent

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-18 23:28 | Report Abuse

There is a time line for wealth

1) Future Wealth

2) Present Wealth

3) Past Wealth

Future, present & past Wealth? What are they?

Let me illustrate

1) Future Wealth is represented by a young graduate fresh from School. Usually a young man in his mid twenties.

He is still young and yet to buy his own house. He might own an affordable car or just a motorbike.

What has he got? HE HAS HOPE. HE IS FULL OF DETERMINATION TO SUCCEED & FULL OF IDEAS!! But he has yet to make any real monies. His Wealth is Yet in The Future!

This is represented by a very young company. Management is full of ideas, ventures & mergers. Full of energy & hope. Lots of enthusiasm during IPO. See how many write up to promote this newly listed company. Gullible people are chasing. But the stock is yet untested. Business yet to prove itself. All hype and hope for Wealth still in the future!

Calvin rarely invest in this type of company. Better avoid.

Why avoid?

See this

Most Start-up Businesses Fail in the First Five Years, Myth or Reality?
Starting up a new business is proving to be a hard task for most of the entrepreneurs across the business world. The rate of failure within the first five years of business operations is still debatable and is said to be different from one economic zone to another. This is said to be depending on the various internal and external environmental forces operating in different industries. According to Griffith (2014), he postulates that over 60% to 70% of start-ups cannot survive beyond their first five years.
Yes! More than 50% of all new businesses will fail within the 1st five years
That is why Calvin generally avoid buying new unproven stocks. I need at least 3 years after listing to read its yearly Annual Reports before buying. Or else wait or give it a pass.
In real life Established Companies will only look for qualified workers with proven experience & skill with real results or testimonies of good performance from his previous companies. They don't hire you by what you claim. They only hire proven results from skill & qualifications



2) Present Wealth.

Represented by Growing Companies with Proven Income. Usually healthy PRESENT Growth that is visible. This is like a mature man in his 30s to 40s. He has bought his house & car. But the bulk of his monies still invested in his growing business.

So his wealth is still being generated in the present.

This is popular growth stocks.

Calvin will buy some. On one condition. He looks for a fair price to enter. Best is during a market crash or overlooked by the market.


BUT CALVIN WON'T PAY A HIGH PRICE FOR THEM WHEN PRICES ARE INTO OVERVALUATION. IF YOU OVERPAY FOR ANYTHING. CHANCES ARE THEY WILL UNDERPERFORM THE MARKET FOR A LONG TIME TO COME LATER.


3) Past Wealth.

This is an old matured person in his 50s, 60s, 70s or even 80s

He once was a young graduate with Vision. He moved on to be a very successful businessman in his prime. So he has used his earnings to buy lots and lots of Assets like Lands, properties, warehouses, shophouses & other investments of Value. CASH OR EARNINGS CONVERTED TO REAL GOOD SOLID ASSETS - SO HIGH NTA REFLECTED IN BOOK VALUE.

As he is already old he slows down. He takes less risk. He looks for Capital Preservation First with a View to Growth. But usually things are more settled as he is no longer as hungry like he was as a fresh graduate once.



So I avoid buying stocks with "future growth" hype. Selectively buying Present Growth Stock if I SEE VALUE. And love buying into PAST WEALTH STOCKS OF IMMENSE VALUE SELLING AT DEEP DEEP DISCOUNT


I avoid the young man company with hope of future wealth. I will buy some (only selectively) the mature company of present wealth if they sell at reasonable prices. I concentrate on Deep Value Stocks of PAST ACCUMULATED WEALTH SELLING AT DEEP DISCOUNT

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-18 23:31 | Report Abuse

JTIASA HAS ALL THREE

1) PAST WEALTH IN 206,000 ACRES OF PALM OIL LANDS

2) HAS CURRENT WEALTH AS ITS LATEST FFB CROSSED 110,000 TONNES

3) AND FUTURE WEALTH
PAN BORNEO HIGHWAY WILL UNLOCK ITS LAND VALUE IN SARAWAK PLUS ITS 1.9 MILLION FOREST CONCESSION LANDS

ONE FIND DAY MR MARKET WILL "WAKE UP" TO THE HUGE POTENTIAL OF JTIASA

Michael Kwok

6,117 posts

Posted by Michael Kwok > 2023-08-22 22:38 | Report Abuse

Price 72.5
Resistance 74 cents(Breach 90 cents range)
Support 71 cents( must mantain few days)
22/8/23 10.37pm

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-22 22:44 | Report Abuse

hahaha

why so short term leh?

Think longer term lah

Jtiasa 72.5

Jtiasa crossed Rm1.00

Jtiasa crossing Rm1.50

This is much better!!

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-22 22:45 | Report Abuse

last time

Bought Kulim Rm2.50

Taken private Rm4.10

https://klse.i3investor.com/web/stock/overview/2003

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-22 22:46 | Report Abuse

Bought Tmakmur Rm1.38

Taken over Rm1.90

https://klse.i3investor.com/web/stock/overview/5251

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-22 22:47 | Report Abuse

Kwantas was 50 sen

Taken private

Rm1.65

https://klse.i3investor.com/web/stock/overview/6572

Albukhary

2,774 posts

Posted by Albukhary > 2023-08-24 18:17 | Report Abuse

Hoora... Hooray...

Pinky

3,246 posts

Posted by Pinky > 2023-08-24 18:30 | Report Abuse

Wawawa cantik skali!

How they managed to buck the trend of lousy plantation results? πŸ€”

Save

698 posts

Posted by Save > 2023-08-24 19:09 | Report Abuse

Why there is 19830,000 add to the profit? Anyone expert in accounting please help to confirm the source. Is it tax refund?

Pinky

3,246 posts

Posted by Pinky > 2023-08-24 19:46 | Report Abuse

Accounting profit =/= Taxable profit

E.g.
Accounting may require you to recognise an income this year, cos you EARNED it this year
But under Income Tax rules, you will only be taxed when you receive payment (cash) for that

So you have a mismatch here

So let's say the income is 1m
24% tax is 240k

U pay no tax this year. Current tax = 0
But you need to recognise something called DEFERRED TAX = 240k
So total tax expense this year is 0+240k=240k

Then next year u sold nothing, did absolutely nothing
But you received that 1m cash

Current tax=240k (1m x 24%)
Deferred tax (reversing the expense last year)=-240k
Total tax expense this year=240k-240k=0

Complicated? That's why you need your accountants! πŸ˜πŸ˜‚πŸ€£

Pinky

3,246 posts

Posted by Pinky > 2023-08-24 19:48 | Report Abuse

@Save to answer your question, JTiasa accounts this quarter have a deferred tax CREDIT. See the 2nd part of my example above. It's a REVERSAL credit/income

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-24 19:56 | Report Abuse

Fantastic results

Plus 1.7 sen dividend

Debts further reduced

Jtiasa so super fast growth

speakup

25,307 posts

Posted by speakup > 2023-08-24 20:37 | Report Abuse

so actual profit is actually 19,830,00 less due to accounting?

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-24 20:55 | Report Abuse

Taking out Income Tax Expense (Credit reversal) still very decent profit of more than 4 sen profit.
annualised 16 sen and at 71 sen Jtiasa P/E only 4.43

Moreover, Its debts now pared down further from Rm200 millions only Rm93 millions

NAV (NTA) best

NTA up 12 sen from Rm1.31 to Rm1.43

A nice dividend (second interim) of 1.7 sen

Well done! Jtiasa!

Resounding Success!

Standing ovation!!

All round applause!!!

JAYA TIASA: THE MOST OUTSTANDING RESULTS OVERALL!!!

Pinky

3,246 posts

Posted by Pinky > 2023-08-24 20:57 | Report Abuse

Yes you can actually say that

speakup

25,307 posts

Posted by speakup > 2023-08-24 21:08 | Report Abuse

so YoY almost unchanged
QoQ still up though

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-24 22:19 | Report Abuse

YoY Jtiasa NTA jumped 12 sen!!!

calvintaneng

53,527 posts

Posted by calvintaneng > 2023-08-24 22:20 | Report Abuse

See How NTA Investing Explained

TSH RESOURCES (9509) TAKE A DEEPER LOOK INTO ITS BALANCE SHEET WILL SEE VERY HEALTHY STATE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-24-story-h-241866924-TSH_RESOURCES_9509_TAKE_A_DEEPER_LOOK_INTO_ITS_BALANCE_SHEET_WILL_SEE_V

Save

698 posts

Posted by Save > 2023-08-24 23:02 | Report Abuse

Thanks Pinky for detailed explanation. hopefully short term 0.88- is coming.........

Pinky

3,246 posts

Posted by Pinky > 2023-08-24 23:51 | Report Abuse

Yes as I've said their numbers are actually quite good. Gives me hope that Ta Ann will be comparable, if not better!πŸ˜„

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