JAYA TIASA HOLDINGS BHD

KLSE (MYR): JTIASA (4383)

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Last Price

1.18

Today's Change

0.00 (0.00%)

Day's Change

1.18 - 1.20

Trading Volume

575,300


16 people like this.

12,734 comment(s). Last comment by dompeilee 3 days ago

Alipapapa

423 posts

Posted by Alipapapa > 2023-09-15 16:59 | Report Abuse

JTIASA so geng today.

Up_down

4,285 posts

Posted by Up_down > 2023-09-15 19:21 | Report Abuse

Rerating of Jtiasa would offer a fair valuation from RM 2 to RM 2.4 on the back of peers Market cap per hectare between RM 28k and RM 33k.

Posted by sense maker > 2023-09-15 19:49 | Report Abuse

Genine still has 70m more shares to sell. Expect some steep pullbacks on its way up.

calvintaneng

53,702 posts

Posted by calvintaneng > 2023-09-15 21:08 | Report Abuse

Genine 70 million at 89 sen is about Rm62.3 millions cash

Now Funds selling and cashing out of Bplant in total will be just Rm1.07 Billions in total cash out

just 10% funds moving out of Bplant to Jtiasa more than enough to take all Genine shares

xiaoeh

2,357 posts

Posted by xiaoeh > 2023-09-15 21:23 | Report Abuse

Why so many substantial shareholders disposed Jtiasa before price shoot up?

Posted by Patient Investor > 2023-09-15 23:05 | Report Abuse

When will Jayatiasa reactivate their timber plant?

Posted by Hew Kiong Peng George > 2023-09-16 07:13 | Report Abuse

Now timber logs or plant in very difficult phase, better dun reactivate it due to low logs price n plywood prices..

speakup

25,316 posts

Posted by speakup > 2023-09-16 13:04 | Report Abuse

Better merge Subur & Rsawit to Jtiasa

calvintaneng

53,702 posts

Posted by calvintaneng > 2023-09-16 14:42 | Report Abuse

no speakup
better not

just like you don't merge bplant with bhic or pharmaniaga

Like Bplant Jtiasa on its own will do superbly

CAWALLUK

24 posts

Posted by CAWALLUK > 2023-09-18 04:08 | Report Abuse

This company is finally being re rated, I wouldn’t be at all surprised if it closes up another 5 sen at Monday’s close.

Posted by Patient Investor > 2023-09-18 08:54 | Report Abuse

Parts of the Americas have been inundated too. Brazil recorded more than 30 deaths last week after heavy rains and floods in the state of Rio Grande do Sul – the worst natural disaster to hit the state in 40 years, according to CNN’s regional affiliate CNN Brasil.

From Wiki:
In soy, Paraná and Rio Grande do Sul are among the largest producers in the country, with about 16% of national production for each one, second only to Mato Grosso, which has 27% of production.

Alipapapa

423 posts

Posted by Alipapapa > 2023-09-18 09:10 | Report Abuse

IOI plan to takeover JTIASA ?

Alipapapa

423 posts

Posted by Alipapapa > 2023-09-18 09:13 | Report Abuse

If the deal really come true, offer price should at least PE 10x which mean RM1.43 per share.

Nepo

3,320 posts

Posted by Nepo > 2023-09-18 09:36 | Report Abuse

Jtiasa shares no sell
Dont create fake news..

speakup

25,316 posts

Posted by speakup > 2023-09-18 09:54 | Report Abuse

Fake news to push up share mah

Up_down

4,285 posts

Posted by Up_down > 2023-09-18 10:06 | Report Abuse

Valuation of financial strong upstream plantation companies have shifted to Market capital per planted hectare and excluded old trees.

nate87

3 posts

Posted by nate87 > 2023-09-18 11:42 | Report Abuse

Those who bought at 0.65 cents are all smiling now.

speakup

25,316 posts

Posted by speakup > 2023-09-18 12:03 | Report Abuse

Panic buying!!!!! Ini kalilahhhhhhh

Icon 888

2,225 posts

Posted by Icon 888 > 2023-09-19 18:55 | Report Abuse

Wow

Posted by TradeBursaForALiving > 2023-09-21 22:56 | Report Abuse

I am holding to its warrant real tight!

Posted by Patient Investor > 2023-09-22 10:58 | Report Abuse

@tradebursa

Wouldnt warrant be affected by dividend payout?

Posted by TradeBursaForALiving > 2023-09-22 12:32 | Report Abuse

Yes. It will be affected.

Posted by TradeBursaForALiving > 2023-09-22 12:33 | Report Abuse

But the dividend has been XD on 12/9.

Posted by Ryugentrades > 2023-09-22 23:47 | Report Abuse

JTIASA was a trading idea stock from Maybank IB on 1 Sept 2023. Hit their TP1, and now looks strong to hit TP2. I just started to track IB's trading ideas, to see if they hit or miss. Compiled them into Notion for sharing purpose. As well created a short Youtube video to talk about other Maybank IB's trading idea, whether they hit the mark or missed it all together. Do consider watching and subscribing, it is for sharing and learning purpose. Link below. TQ

https://youtu.be/-kI8sBJKGCQ

Up_down

4,285 posts

Posted by Up_down > 2023-09-23 19:14 | Report Abuse

Nice price consolidation or shaking.

Berlin

263 posts

Posted by Berlin > 2023-09-25 16:55 | Report Abuse

Calvin, go visit a counsellor to help with your mental issues. You are so stressed you are mixing up Jtiasa and TSH in your comments. This is not the first occasion.

Berlin

263 posts

Posted by Berlin > 2023-09-25 18:20 | Report Abuse

Once more, deleting his comment to hide the mixup but I am keeping my eye out for such acts of dishonesty. Calvin, man up.

calvintaneng

53,702 posts

Posted by calvintaneng > 2023-09-25 18:41 | Report Abuse

Mix up yes Berlin

Dishonesty never

Thanks for pointing out my preoccupation with Tsh for now

Very happy to tell all

Tsh Resources will be officially traded in Singapore SGX on 26 Sept 2023:at 9am

A new chapter has begun for Tsh Resources

Kudos to Tsh staff and Board of Directors

Well done !

👏
👏
👏

MrFox

1,133 posts

Posted by MrFox > 2023-09-26 12:05 | Report Abuse


MrFox

to whom it may concern!
am looking for lost friend who told me about Htiasa and me telling him about Kerjaya!

SEE_Research

4,575 posts

Posted by SEE_Research > 2023-09-26 19:11 |

Post removed.Why?

Pinky

3,258 posts

Posted by Pinky > 2023-09-26 19:45 | Report Abuse

Admin please ban this SEE forever

calvintaneng

53,702 posts

Posted by calvintaneng > 2023-09-26 21:52 | Report Abuse

calvintaneng

THE 7 PHASES OF A SUCCESSFUL PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

Most probaly Bplant now at Stage Seven (no longer cheap)

Jaya Tiasa at Stage Four Going Into Stage Five offers better value

TSH going out from Stage Three to Stage Four offers the Best Value

Berlin

263 posts

Posted by Berlin > 2023-10-03 15:40 | Report Abuse

So, Calvin, what stage is Bplant now with the latest developments? Back to joining your gang of 10 pebbles or do you have an 8th phase?

Posted by Patient Investor > 2023-10-06 09:58 | Report Abuse

@Berlin its in a phase where LTAT offer @1.55 , did you reap any profit from that?

Up_down

4,285 posts

Posted by Up_down > 2023-10-09 17:16 | Report Abuse

Rebounded so fast. Time to resume moving north again.

Up_down

4,285 posts

Posted by Up_down > 2023-10-09 17:26 | Report Abuse

Jtiasa valuation only RM13k/planted hectare in comparing with industry average RM30k/hectare. Mr Market is likely confused between 13 and 30.

Sslee

4,989 posts

Posted by Sslee > 2023-10-11 14:50 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3391721

Disclosure On Quarterly Production
JAYA TIASA HOLDINGS BHD
Remarks :
This announcement is dated 11 October 2023.

Sslee

4,989 posts

Posted by Sslee > 2023-10-11 15:08 | Report Abuse

Fresh Fruits Bunches (MT)
Quarter end 30 Sept 2023
359,740.00
Quarter end 30 Sept 2022
263,948.00
Quarter end 30 June 2023
224,649.00

Sslee

4,989 posts

Posted by Sslee > 2023-10-11 15:27 | Report Abuse

Just need a new top man to plug the rathole/leakage.

Hope our top man DSAI also can do the same for Malaysia.

calvintaneng

53,702 posts

Posted by calvintaneng > 2023-10-11 16:39 | Report Abuse

Fantastic

Ffb YoY up
Qtr to Qtr also up
👏

Up_down

4,285 posts

Posted by Up_down > 2023-10-11 20:14 | Report Abuse

It is easy to trace back if 1 truck of out 3 or 5 load exiting the plantation area or tracking diesel consumption for internal truck or number of trip billed by the transporter. The biggest loophole is fertilizer application. Hardly able to trace back.

calvintaneng

53,702 posts

Posted by calvintaneng > 2023-10-11 20:49 | Report Abuse

Lots of doubts and fear and rumour in years past led to sell down and very weak prices

However, the balance sheet tells a different storey

From total liabilities of Rm1.4 Billions in year 2017 now pared down to a mere Rm93 millions is no mean feat

Plus the resumption of consistent payout shows a healthy state

And exceptional yield of Ffb foretells another record qtr results by Nov 2023 for this "jumping tiger"

calvintaneng

53,702 posts

Posted by calvintaneng > 2023-10-11 20:53 | Report Abuse

All the signs of strong turnarounds like high Nav, growing Eps, dividend resumption plus strong visible earnings point to a welcome change for the better

Posted by Ryugentrades > 2023-10-11 20:57 | Report Abuse

Chart still looks good. Bull in play.

Posted by Patient Investor > 2023-10-11 21:48 | Report Abuse

Looks like the under harvesting in past year is leading to higher production.
Next qtr announcement jtiasa will be nett cash company.

calvintaneng

53,702 posts

Posted by calvintaneng > 2023-10-11 23:01 | Report Abuse

THE HIGHLY DEFENSIVE NATURE OF PALM OIL CO VERSUS OTHERS: Eg. NPC RESOURCES VERSUS KNM, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-10-11-story-h-217915830-THE_HIGHLY_DEFENSIVE_NATURE_OF_PALM_OIL_CO_VERSUS_OTHERS_Eg_NPC_RESOURC

JAYA TIASA (GIANT TREASURE)

206,000 ACRES PALM OIL
1.9 MILLION FOREST CONCESSION (Or 11.5X) Size of Singapore Land Mass of 180,000 Acres

SO VAST ARE THE LANDS OWNED BY JTIASA THEY NEED A HELICOPTER TO MANAGE

darecom

12 posts

Posted by darecom > 2023-10-31 12:59 | Report Abuse

Extract from 2023 Annual Report

1. Out of the Group’s total planted area of 69,589 hectares, about 3% of the palms are more than 18 years of age. The average age of palms is 14 years, which is within the prime production bracket. Efforts and plans are being made to prepare for replanting to replace the ageing palms

2. According to the Malaysian Palm Oil Council, CPO prices are expected to trade in the range of RM3,700 to RM4,200 per MT during the second half of 2023 and projected to surge above RM4,300 per MT going into 2024 due to the prevailing market uncertainties on the supply of other vegetable oils and our nationwide production remaining below expectations

3. costs including fertilizer and fuel, which had eased from the previous highs to remain elevated due to several economic hurdles caused by ongoing war, political conflicts, sputtering economy in China, tightened fuel supply and the threats of a lingering El-Nino which will continue to have a direct significant impact on the Group’s financial performance. Palm oil in itself is an unrivalled versatile source of essential products in food and biodiesel, and in that sense, the outlook for the Group’s mainstay Oil Palm division remains bright as the CPO prices are expected to be well supported.

calvintaneng

53,702 posts

Posted by calvintaneng > 2023-10-31 15:57 | Report Abuse

69,589 hectares converted to acres are 69,589 x 2.471
= 171,954 acres

since Spore total landmass is 177,000 acres Jtiasa has fully matured palm oil in prime production age about 97.1% of Spore total land size

Very comfortable feeling to know we own this penny stock called Jtiasa with such huge palm oil land banks

since prime age still at 14 years it will last another 11 years till age 25 before need of replanting

with Cpo prices above Rm3600 to Rm4200 per ton and cost of Cpo production below Rm2200 a ton the profit is commendable

We see Fong Siling aka Cold Eye has increased his position to 10 million Jtiasa shares from 5 million last AR

This "Jumping Tiger" gets better and better in the foreseeable future

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