It is going to reflect this counter share price as some fund managers are interested in export based companies like timber, glove and electronic that benefit most from depreciation of RM; furthermore palm and timber price are on strong position. Good luck !
production increase 20% compared year by year ...the latest production yield already increase from 10% last year to 12% recently this will bring down production cost...profit will increase. I expect eps for dec quarterly result will be around 4 sen. With pe of 12 the fair price of jtiasa should be 4*4*12=rm1.92 based on current cpo price . If cpo price jump to rm3000 by march due to el nino and low production season then rm2.50 is reachable. Be Realistic
See..it buys and sells at one level and suddenly it throws down. If you are invested than you will have to wait for a while because there is no uptrend here. Unless some of you know insider news about this counter that it will go up.
With increasing FFB + CPO price + Log production + weaken RM = increasing EPS = re-rating valuation PE x = JTiasa become promising growth stock = long term core holding stock = windfall
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RosmahMansur
2,870 posts
Posted by RosmahMansur > 2015-12-26 17:06 | Report Abuse
What are the differences btw soft and hard logs? What is the value of global timber prices now? any website links?