JAYA TIASA HOLDINGS BHD

KLSE (MYR): JTIASA (4383)

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Last Price

1.18

Today's Change

+0.01 (0.85%)

Day's Change

1.16 - 1.19

Trading Volume

1,548,300


16 people like this.

12,734 comment(s). Last comment by dompeilee 21 hours ago

Up_down

4,285 posts

Posted by Up_down > 2023-11-03 16:35 | Report Abuse

The impact of El Nino in FFB production has started in Indonesia as report by Gapki 2 days ago.
https://gapki.id/en/news/2023/10/28/palm-oil-performance-in-august-2023-production-drops-local-consumption-keeps-rising/

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-03 20:08 | Report Abuse

Some thoughts

1. Biodisel usage in Indonesia jumped up by 33%
Indonesia being a net importer of crude oil is turning more and more into biofuel from palm oil to save on foreign exchange and support palm oil industry

2. Palm oil as food consumption also increased with the increasing population of Indonesia now over 300 million people

Posted by StartOfTheBull > 2023-11-04 13:07 | Report Abuse

The long ignored plantation counters. I think it is about time to take a look again before end of November this year.
https://theedgemalaysia.com/node/688787

speakup

25,307 posts

Posted by speakup > 2023-11-04 14:49 | Report Abuse

i see all plantations companies, only Jtiasa is moving up. everything else is flat

Posted by StartOfTheBull > 2023-11-04 15:22 | Report Abuse

Best timing to buy is before it moved up, I believe this is the best strategy.

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-07 00:24 | Report Abuse

best earning palm oil stock will be jtiasa

high ffb

high cpo prices

https://www.statista.com/statistics/675813/average-prices-palm-oil-worldwide/

Posted by StartOfTheBull > 2023-11-08 11:31 | Report Abuse

Is Jtiasa taking the lead?

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-08 11:51 | Report Abuse

why you name yourself


START OF THE BULL😀

Posted by kohcl130562 > 2023-11-08 15:49 | Report Abuse

when is the next quarter results out?

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-08 17:02 | Report Abuse

084 - 213255

Call Jtiasa Head Office at Sibu and ask for Ms Ngu the secretary

She will be happy to tell you about next Qtr result date

Up_down

4,285 posts

Posted by Up_down > 2023-11-08 18:41 | Report Abuse

Upcoming QR is the catalyst to sustain price heading north momentum to reach TP 2.

Up_down

4,285 posts

Posted by Up_down > 2023-11-08 18:49 | Report Abuse

Harlen, a loss making company, is also traded at market cap RM 32k/hectare whereas Jtiasa stays far behind RM 12k/hectare. Mana boleh!

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-09 21:44 | Report Abuse

Dear all

We bought Jtiasa 63 sen and Tsh Resources at Rm1.09

Today Jtiasa is up at 93.5 sen while Tsh languished at 97.5 sen

So we happily took some profit from Jtiasa and switched to Tsh

Not telling anyone to follow

But as always

We love bargains

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-11-09 22:33 | Report Abuse

<<<
Posted by calvintaneng > 46 minutes ago | Report Abuse

Dear all

We bought Jtiasa 63 sen and Tsh Resources at Rm1.09

Today Jtiasa is up at 93.5 sen while Tsh languished at 97.5 sen
>>>>


More credible should calvin be is he said he bought TSH from 1.78 to today's price.

Not trustworthy.

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-09 23:34 | Report Abuse

Yes ah?

Then same goes

3iii should say he bought and highly recommended Dutchlady at Rm72.00 and dropped near Rm20.00 now

Posted by Multibagger > 2023-11-10 14:57 | Report Abuse

Hi Calvin, do you mind sharing how you arrive at the conclusion that TSH is more undervalued than Jaya Tiasa? Other than price movement from the point you bought these stocks.

Posted by StartOfTheBull > 2023-11-10 16:01 | Report Abuse

CPO futures has crossed 3800.

Sslee

4,984 posts

Posted by Sslee > 2023-11-10 17:34 | Report Abuse

Another very good FFB havesting for month Oct 2023

JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of October 2023 as follows:

Product Production
Fresh Fruit Bunches 132,551 metric tonnes
Crude Palm Oil 26,427 metric tonnes
Palm Kernel 6,270 metric tonnes
Logs 8,915 cubic metres

This announcement is dated 10 November 2023.

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-10 18:54 | Report Abuse

Good Ffb yield

Jtiasa has now overtaken SOP in yield

Well done

Yes Multibaggar

Will be posting an article on why Tsh has more value than Jtiasa

However in terms of Earnings Jtiasa is ahead for now

Posted by daretocutandchange > 2023-11-10 20:28 | Report Abuse

is it included wealth house development productions which just acquisition?

Sslee

4,984 posts

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

Compare and contrast.

SARAWAK OIL PALMS BERHAD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description We submit herewith the SOPB Group's figures for the month of October 2023
M.TONNES
FFB 124,206
CRUDE PALM OIL 39,999
PALM KERNEL 8,982
Market Cap: 2,279 Million
NOSH: 890 Million

JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of October 2023 as follows:

Product Production
Fresh Fruit Bunches 132,551 metric tonnes
Crude Palm Oil 26,427 metric tonnes
Palm Kernel 6,270 metric tonnes
Logs 8,915 cubic metres
Market Cap: 901 Million
NOSH: 974 Million

Posted by sense maker > 2023-11-11 10:35 | Report Abuse

Looks like Jtiasa should fetch around RM1.50 a share, to be roughly comparable to SOP.

Albukhary

2,777 posts

Posted by Albukhary > 2023-11-11 10:51 | Report Abuse

Actually all Plantation counter are undervalued by minimum 50%.

Example: JTIASA should be RM1.50, THPlant should be RM1.00, KMLOONG should be RM3.00, SUBUR should be RM2.00, SOP should be RM4.00....etc.

Even small plantation counter like RSAWIT, TDM all should be at least RM0.30-RM0.40.

Sslee

4,984 posts

Posted by Sslee > 2023-11-11 10:54 | Report Abuse

Repost
Jayatiasa
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
Market Cap: 901 Million
NOSH: 974 Million


Taaan
Fresh Fruits Bunches (MT)
Quarter end 30 Sept 2023
210,829.00
Quarter end 30 Sept 2022
212,876.00
Quarter end 30 June 2023
143,071.00
Market Cap: 1,534 Million
NOSH: 445 Million

stockraider

31,556 posts

Posted by stockraider > 2023-11-11 13:13 | Report Abuse

The key assessment is how much Taann pays div compare to jtiasa.....u will be able how kind the owner management willing to share with its shareholders loh!

Posted by StartOfTheBull > 2023-11-14 11:19 |

Post removed.Why?

Posted by Patient Investor > 2023-11-14 18:13 | Report Abuse

Oct 23 FFB harvested touches 3 years high. encouraging!

Icon 888

2,225 posts

Posted by Icon 888 > 2023-11-14 22:11 | Report Abuse

Keep it up.. yeah

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-15 07:50 | Report Abuse

Yesterday Fcpo reached Rm3941 a metric ton

With cost only Rm2000 to Rm2500 there is a good margin of profit

Front runner is Jtiasa with 206,000 acres and majority of its palms matured at prime fruitful age of 14 years

No need for replanting for another 11 years till 25th year

These are 11 years of cash income

Many like Fong Siling or Cold Eye took early notice and bought in

Now a matter of time Jtiasa will cross Rm1.00 barrier again

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-15 07:57 | Report Abuse

Of the 206,000 acres allocated for palm oil now more than 171,000 acres are matured and at prime productive age

171,000 acres is about 97% of Singapore total land area of 177,000 acres

We have a very good cash crop giving clarity of income in a world of uncertainty

Posted by Fabien _the efficient capital allocator > 2023-11-15 17:55 | Report Abuse

October 2023:
Fresh Fruit Bunches 132,551 metric tonnes
Crude Palm Oil 26,427 metric tonnes
Palm Kernel 6,270 metric tonnes

Posted by kohcl130562 > 2023-11-15 18:25 | Report Abuse

Is it better to invest in CR or the mother stock of Jtiasa?

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-15 19:17 | Report Abuse

Since Jtiasa is starting to give dividends it will be better to buy mother as warrant does not entitled to dividends

Posted by Patient Investor > 2023-11-15 21:08 | Report Abuse

@calvin what's your view on jtiasa timber sector?

thesteward

6,769 posts

Posted by thesteward > 2023-11-15 22:11 | Report Abuse

Wah bplant is trading above Nta. Jtiasa still far below its nta

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-15 23:07 | Report Abuse

Patient Investor

Good question.

Robert Kuok of Wilmar gave his reasons why he not in favour of plywood and switched to palm oil

In Robert Kuok's Memoirs
He said plywood is a tough business as you need to cut timber into exact sizes which is difficult so Robert Kuok gave up plywood and concentrated in palm oil which is easy

So is Jtiasa. They wisely switched from plywood to palm oil. They switched from making plywood to just selling logs to mostly India.

And now we can see the good results

Hope you get the picture

And timber is grown and cut down in 10 to 12 years once and need replanting

For palm oil after the 3rd year you get to harvest ffb year after year till age 25 or more before need for replanting

So can harvest for 22 long years (timber only once after 10 years)

No wonder Tsh also got 400,000 acres forest concession is concentrating on palmoil

Posted by Patient Investor > 2023-11-16 14:41 | Report Abuse

@calvin Thanks for the sharing. Just wondering what will Jayatiasa be doing with their huge forestation
and timber concession of more than 400k Hectares. their logging division used to contribute >100million profits.

thesteward

6,769 posts

Posted by thesteward > 2023-11-17 10:06 | Report Abuse

V slow but if can break 99 with huge volume might be able to spike high

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-18 00:14 | Report Abuse

AT LONG LAST: LTAT OFFICIAL ACCEPTANCE FORM TO TAKE BPLANT PRIVATE IS OUT, What should you do next? Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-18-story-h-214372654-AT_LONG_LAST_LTAT_OFFICIAL_ACCEPTANCE_FORM_TO_TAKE_BPLANT_PRIVATE_IS_OU


calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-20 14:26 | Report Abuse

jtiasa going over Rm1.00 soon

If can buy and hold for 1 year chances of gaining far outweigh losses due to

1. Little debt and going debt free soon

2. Starting of multi year dividend streams

3. Consistent and incremental earning power due to 171,000 strong prime fruitful year at 14 with 11 years more to go before need of replanting

171,000 acres is about 97% of spore landmass

imagine Spore island covered up to 97% of prime fruitful palm oil 🌴

4. Fcpo expected to trade Rm3500 to Rm4500 range for many years by reason of both USA and Indonesia turning net user of biofuel from both soybean oil and palm oil giving strong support

Palm oil - An idea whose Time has Come

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-20 20:26 | Report Abuse

They put locked on olive oil (Later soyoil, canola oil and even palm oil might follow)

See

https://www.asiaone.com/world/spanish-supermarkets-lock-olive-oil-shoplifting-surges

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-21 22:56 | Report Abuse

CRUDE PALM OIL FUTURES

Continuous contract

FCPO1!MYX

Market open
3964MYRD
+11
+0.28%

CAWALLUK

24 posts

Posted by CAWALLUK > 2023-11-21 23:25 | Report Abuse

With CPO set to rise next year, JTIASA, now soon to be debt free and paying dividends could easily hit 1.20 by years end. I noticed that JTIASA’s CPO production for October exceeded that of United Plantations … quite remarkable.

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-21 23:44 | Report Abuse

You are correct!

Jtiasa Cpo for Oct 2023
26,400 metric tonnes

United Plantation Cpo production for Oct 2023
24,800 metric tonnes

Jtiasa has beaten Uplant in Cpo production

Amazing

Posted by StartOfTheBull > 2023-11-22 06:28 | Report Abuse

RM2 is not a dream but will need to check out another few future QR reports.

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-22 07:23 | Report Abuse

Happy morning

After bplant shareholders received their cash from takeovers Jtiasa will see heightened interest as liquidity follows value

So hold tightly your precious Jtiasa (jumping tiger) shares

Posted by StartOfTheBull > 2023-11-22 11:20 | Report Abuse

CPO future is surging, but selling pressure emerged, your promotion is ineffective.

calvintaneng

53,552 posts

Posted by calvintaneng > 2023-11-22 11:53 | Report Abuse

https://www.tradingview.com/symbols/MYX-FCPO1!/

Nothing is so powerful on earth as an idea whose time has come!

Don't judge by one day or one month

Invest longer to SEE its UPTREND

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