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/

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

Post removed.Why?

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

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.

Posted by calvintaneng > 2023-11-07 00:23 | Report Abuse

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

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

Post removed.Why?

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

Is Jtiasa taking the lead?

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?

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

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.

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!

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.

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.

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.

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?

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.

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.

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

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!

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

Keep it up.. yeah

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

Post removed.Why?

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

Post removed.Why?

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?

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?

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

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

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

Post removed.Why?

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.

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

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

Posted by calvintaneng > 2023-11-18 09:06 | Report Abuse

https://www.youtube.com/watch?v=QF0SAwzA0zY

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

Post removed.Why?

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

Post removed.Why?

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

Post removed.Why?

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.

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

Post removed.Why?

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.

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.

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

Post removed.Why?