Posted by WilburR2 > 2023-08-25 07:32 | Report Abuse

Good performance,pare down debts and declare dividens

Posted by speakup > 2023-08-25 07:46 | Report Abuse

Pinky share why Taann better than Jtiasa?

Posted by Pinky > 2023-08-25 08:25 | Report Abuse

Ta Ann numbers more consistent
Bigger market cap

Though undeniable JTIASA looks "cheaper" in terms of valuation (P/E, Price-to-Book)

Posted by Berlin > 2023-08-25 08:50 | Report Abuse

For JTiasa to be re-rated upwards, it has to record consistent profits and reasonable dividends. As it is, it does not attract institutional investors. Even EPF sold its small stake last year. JTiasa is only now making a start with better dividends. Still a long way to go.

Posted by sense maker > 2023-08-25 10:07 | Report Abuse

This company still has legacy trust-deficit and transparency issues. Lots of people are selling into good quarterly results to get out.

Posted by Save > 2023-08-25 11:29 | Report Abuse

Speculatively Taann results will follow their counterparts, YoY drops and QoQ slightly improved. If Taann can maintain 15sen dividend, share price may be supported. Speculatively agian share price may break 3.85 if palm oil price cross 4000, with USD and yield continue to strengthen, chances are there. All eyes are on Jackson Hole's Powell tonight. Basically Taann is just a dividend play..right?

Posted by Fabien _the efficient capital allocator > 2023-08-28 12:47 | Report Abuse

Plantation is at least 1x BV

Posted by WilburR2 > 2023-08-30 16:27 | Report Abuse

good job JT

Posted by sense maker > 2023-08-30 17:25 | Report Abuse

I don’t like to see what happened in Subur Tiasa. After takeover was rejected, the company started to report losses. Subur Tiasa used to report fantastic profits.

This Jayatiasa also already paid rm55m out to related party and more may come.

Still, the value is quite good. I bought a bit today and people already started chasing it up. Aiseh.

Posted by speakup > 2023-08-30 21:24 | Report Abuse

since Subur & Jtiasa same owners, they might merge the 2 companies in the near future
this will be a win-win situation for Subur & Jtiasa

Posted by Patient Investor > 2023-08-30 23:29 | Report Abuse

Subur tiasa discount to NTA is huge compare to Jayatiasa. But it still carry quite huge debt. may take it another 2 years to clear.

Posted by calvintaneng > 2023-08-30 23:30 | Report Abuse

JAYA TIASA (4383) WHY FONG SILING AKA COLD EYE & DR. NEOH SOON KEAN OF DYNAQUEST ARE BOTH BUYING JAYA TIASA, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-30-story-h-241060767-JAYA_TIASA_4383_WHY_FONG_SILING_AKA_COLD_EYE_DR_NEOH_SOON_KEAN_OF_DYNAQ

Posted by Patient Investor > 2023-08-30 23:34 | Report Abuse

@calvintaneng how do you allocate between the few CPO companies? can share why make such allocation %?

Posted by calvintaneng > 2023-08-30 23:44 | Report Abuse

Ok see this

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-11-04-story-h1593687704-Reposted_Article_OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_B

Posted by calvintaneng > 2023-08-30 23:45 | Report Abuse

TOP three now

JTIASA

THPLANT

TSH RESOURCES

BUY EQUAL PORTION AND HOLD TIGHT TIGHT

Posted by calvintaneng > 2023-08-30 23:45 | Report Abuse

JTIASA = SUPER GROWTH STAGE

Posted by calvintaneng > 2023-08-30 23:45 | Report Abuse

THPLANT = GLC LIKE BPLANT UNLOCK VALUE

Posted by calvintaneng > 2023-08-30 23:46 | Report Abuse

TSH= BOTH GROWTH & VALUE

LAST SHALL BE FIRST

Posted by Pinky > 2023-08-31 10:27 | Report Abuse

Why i3 can have so many dupes appearing to spam?

Posted by Patient Investor > 2023-08-31 17:04 | Report Abuse

at least calvin is consistent in spamming what he believe.

Posted by Pinky > 2023-08-31 17:16 | Report Abuse

Calvin is spamming, promoting palm oil stock, in a palm oil stock section of the forum. You don't like it, you can skip.

But when those jokers with a vendetta for god knows what against Calvin comes attacking with spite with those incoherent copy-and-paste rubbish, that is unacceptable and annoying.

Posted by WilburR2 > 2023-09-01 09:03 | Report Abuse

steady rise

Posted by wallstreetrookieNEW > 2023-09-01 09:36 | Report Abuse

Plantation hopeless. Don't buy

Posted by WilburR2 > 2023-09-01 10:12 | Report Abuse

already making profit. Div on the way too

Posted by Berlin > 2023-09-01 10:43 | Report Abuse

Buying more for long term hold as JTiasa has turned the corner. All it needs is for management to address investor trust issues and look after minority interest for price to breach RM1.00. That means less related party transactions and more dividends paid out; 20% of profits won't cut it, can double that at least.

Posted by Michael Kwok > 2023-09-01 13:26 |

Post removed.Why?

Posted by Up_down > 2023-09-01 21:10 | Report Abuse

Finally, market is aware of Jtiasa turning around of its FFB yield. Rerating on the way.

Posted by Up_down > 2023-09-02 11:36 | Report Abuse

JTIASA valuation is far below other Sarawak planters. Peers are traded at much higher MYR planted/ hectare.

Jtiasa - MYR 12k
SOP - MYR 28k
Swkplnt - MYR 26k
TAAN - MYR 32k

Posted by CAWALLUK > 2023-09-04 07:22 | Report Abuse

The recent rise in the oil price to nearly $90 must be positive for Palm oil prices. I believe JTIASA is still way undervalued.

Posted by Berlin > 2023-09-04 09:44 | Report Abuse

Jtiasa is underrated for valid reasons. The 3 listed vehicles in Rimbunan Hijau group, namely Jtiasa, Stiasa, Rsawit have not been good to investors in the last 10 plus years and are rife with significant related party transactions. Their performance raises a lot of suspicions of the Tiong family that own and manage the group. They have a lot to prove and even more to disprove as it is. Only time and positive action on their part will make investors warm up to them.

Posted by speakup > 2023-09-04 10:20 | Report Abuse

Tiong family should merge Jtiasa, Subur & Rsawit into 1

Posted by Berlin > 2023-09-04 10:27 | Report Abuse

I don't see a merger happening. Too many cooks named Tiong boiling soup according to their personal recipes. Simpler that Jtiasa go it alone and win the cooking prize. All the conditions and ingredients are there for Jtiasa to do it.

Posted by sense maker > 2023-09-04 11:00 | Report Abuse

Free cash flow of RM300m a year selling for RM828m now. RM1.2b mkt cap is about right, given the lingering trust deficit issues.

Posted by Berlin > 2023-09-04 11:17 | Report Abuse

Yeah, one more profitable year making 14-16 sen per share, increasing dividend to 5-7 sen per share, no nasty surprises eating up free cash flow and Jtiasa should make it past RM1.00 comfortably to maybe RM1.20.

Posted by Up_down > 2023-09-04 11:49 | Report Abuse

It takes 2 more quarters to turn Jtiasa into a fully net cash company. Jtiasa will enjoy a savings in finance costs RM 25 million. By then, market cap planted per hectare of Jtiasa would be valued on par with its peers.

Posted by speakup > 2023-09-04 12:44 | Report Abuse

Is this taking into consideration of the recent related party acquisition?

Posted by Up_down > 2023-09-04 13:31 | Report Abuse

Cash inflow from 3 quarters depreciation worth RM 102 million plus conservative PAT 90 million are sufficient pay off the loan and RM 55 million related parties transactions.

Posted by Up_down > 2023-09-04 14:02 | Report Abuse

JTIASA has achieved a turnaround in 2 years because of all its trees is prime mature. The main problem to Rsawit is the old age of the trees, 40% planted areas > 20 years old.

Posted by wallstreetrookieNEW > 2023-09-04 15:29 | Report Abuse

Sell plantation

Posted by speakup > 2023-09-04 17:16 | Report Abuse

Calvin going to bantai u kaw kaw

Posted by calvintaneng > 2023-09-04 18:42 | Report Abuse

speakup

Calvin going to bantai u kaw kaw

1 hour ago

Hahaha!

No need lah

Everyone is entitled to share his/her opinion

Posted by calvintaneng > 2023-09-05 22:25 | Report Abuse

JTIASA = Jumping Tiger!

Three 2nd Liner Stocks mispriced & misplaced as penny stocks: BPLANT VERSUS JTIASA VERSUS THPLANT, Compare and contrast, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-05-story-h-240908964-Three_2nd_Liner_Stocks_mispriced_misplaced_as_penny_stocks_BPLANT_VERSU

Posted by Berlin > 2023-09-06 08:13 | Report Abuse

Calvin,
Instead of giving Jtiasa one useless misnomer after another, why don't you do something useful and find out why second largest shareholder Genine Chain Ltd sold some 6.3 million shares in the last 7 trading days starting from 73 sen on 23/8? They still have some 84 million balance.

Posted by calvintaneng > 2023-09-06 08:38 | Report Abuse

Berlin

We follow the company fundamental in investing first and our decision is based on either value or growth or both.

So others might buy or sell up to them unless Owners of companies sell all until ceased to be substantial shareholders

They might sell some due to reasons known to them

If you check bplant for Feb 2023 even Ltat unloaded lots of Bplant shares at very low prices
If only they knew that Klk will later offer Rm1.55 to take their shares they should not have sold but be buying instead

So the selling of jtiasa by Spore investors got reasons only known to them

As for us we invest based on fundamental and unless fundamental deteriorates we will hold

Posted by calvintaneng > 2023-09-06 08:45 | Report Abuse

And these are fundamentally positives for palm oil in general

1. This Aug 2023 Indonesia has mandated biofuel use to B35 from B30

2. Crude oil just touched usd90 a barrel. This will add impetus to biofuel usage

3. CPO price now above Rm3,900 a ton (was below Rm2200 in year 2019)

4.2nd half of 2023 will see increased Ffb yield

5. Diwali in Nov 2023 will spur palm oil purchase by India

6. Ukrain grain stoppage, floods in China and drought in many parts will impact vege oil production

So Cpo prices will be good
Even rice and sugar prices now going up

So we stay the course in palm 🌴🌴🌴 🔥🔥🔥

Posted by Berlin > 2023-09-06 08:47 | Report Abuse

Calvin, you are full of baloney and reek of hypocrisy. Highlighting that Fong Siling and Neoh Soon Kean holds a few million shares and urge others to follow but when second largest shareholder sells some 6 million shares, you got nothing to say. Why? Because you are a piss poor analyst.

Posted by calvintaneng > 2023-09-06 09:46 | Report Abuse

Berlin

I have followed Dr Neoh Soon Kean since 2005 after subscribing to his monthly Digest and i think his Research is reliable

I wish you well and i think i will stop here

Posted by sense maker > 2023-09-06 10:13 | Report Abuse

84m shares sell-off probably will get digested between 75-85sen in coming 1.5 months. Surely they are not happy with the controlling shareholders, likely due to the trust-deficit issue, especially as their share sell-off came on the heel of the recent RM52m related party transaction. It’s a red flag and controlling shareholders need to do stop any hanky-panky deals.

Posted by Berlin > 2023-09-06 10:41 | Report Abuse

Need to monitor Genine Chain's action in coming weeks. Would be surprised they want to be totally out now after Jtiasa's recovery and the resumption of dividends. 84 million shares is not that easy to sell to small retailers. Let's hope they just want to trim holdings. Whatever, it is not a positive vote.

Posted by sense maker > 2023-09-06 15:47 | Report Abuse

Today, another 4m shares thrown off onto market. 80m more shares to go. Those who like this company may get it at 70sen oh.