Posted by calvintaneng > 2023-11-23 09:20 | Report Abuse

WHY SINGAPORE STRONGEST BANK DBS GROUP LOVES TO BUY MALAYSIA SMALL CAP PALM OIL STOCKS, Calvin Tan

https://sgx.i3investor.com/blogs/Jbhouseforsale/2023-11-23-story-h4959...

Posted by Patient Investor > 2023-11-24 16:06 | Report Abuse

Will result be out today?
Jun qtr total CPO harvested 27,607 mt
Sep qtr it spike to 46,036 mt
CPO price maintain at same level.

Since Jun qtr profit at 60million, operating cash flow at 92million
Forecasting Sep qtr profit ~100million, operating cash flow ~ 150million
Will management spend 50million to par down debt, and distribute the 100million as dividend... :D

Posted by Up_down > 2023-11-24 18:49 | Report Abuse

PAT 60m without tax reversal would be very good results.

Posted by KingKoil > 2023-11-24 22:57 | Report Abuse

This QR PBT ~ 80mio and following QR will be over 100mio with high dividend payout. Buy more now when price is still below RM1.

Posted by calvintaneng > 2023-11-25 14:24 | Report Abuse

Exactly
Matter of time Jtiasa will cross Rm1.00

Bplant crossed Rm1.00 by Ltat taking private as Asset play

For Jtiasa (jumping tiger) it will go up on strong earnings

Posted by SEERESEARCH2023 > 2023-11-25 18:43 | Report Abuse

Yup, it is just a matter of time that JTIASA will go down too.

Posted by KingKoil > 2023-11-26 17:04 | Report Abuse

https://www.theborneopost.com/2023/11/25/fadillah-putrajaya-to-discuss-with-swak-on-oil-palm-ffb-taxation/

Posted by tomwah > 2023-11-27 11:55 | Report Abuse

it is time to buy more :)

Posted by thesteward > 2023-11-27 12:06 | Report Abuse

Wah drop n drop

Posted by value_seeker > 2023-11-27 12:06 | Report Abuse

Drop for at least three days.

Posted by StartOfTheBull > 2023-11-27 12:16 | Report Abuse

CPO is down. Don't know how is the upcoming to be announced QR, good or bad?

Posted by Patient Investor > 2023-11-27 17:08 | Report Abuse

upcoming QR should be way better than previous QR as long the management dont engage in crazy venture or hedging.

Posted by value_seeker > 2023-11-27 17:19 | Report Abuse

Price drop and drop, any reason?

Posted by thesteward > 2023-11-27 18:40 | Report Abuse

What happened

Posted by speakup > 2023-11-27 19:04 | Report Abuse

Bad QR bro

Posted by value_seeker > 2023-11-27 19:51 | Report Abuse

You got the figure?

Posted by StartOfTheBull > 2023-11-27 21:13 | Report Abuse

Sarawak Plantations reported a good QR this evening, Jtiasa is likely a good one as well.

Posted by Up_down > 2023-11-27 21:14 | Report Abuse

Washing out short term TA players?

Posted by Up_down > 2023-11-28 08:35 | Report Abuse

PAT 40m to 50m is good enough given CPO were traded around RM 3800 per ton.

Posted by WilburR2 > 2023-11-28 14:54 | Report Abuse

qtr rpt out? price moving

Posted by value_seeker > 2023-11-28 15:27 | Report Abuse

Is it strong?

Posted by WilburR2 > 2023-11-28 16:34 | Report Abuse

will be when strong qtr results are out

Posted by Signal > 2023-11-28 17:09 | Report Abuse

sambil sambil termenung dekat kaunter ni , trade terus dekat FCPO boleh lah sedikit untung , hari merah boleh short , hari hijau boleh long . modal rm7500 je 1 lot . modal lagi murah dari kaunter saham , tapi untung boleh jadi besar berganda !

contoh kira dari candle naik dari 2/11/2023 - 21/11/2023:

jtiasa - cara kira
2/11/2024 beli 100 lot @ 0.845 = rm8,500
21/11/2024 jual 100 lot @ 0.995 = rm9,950
19 hari , untung = rm9,950 - rm8,500 = rm1,450

FCPO - cara kira : long : 1 lot = rm7,500
2/11/2024 beli 1 lot pada harga cpo 3,697
21/11/2024 jual 1 lot pada harga cpo 3,953
19 hari , untung = 3,954 - 3,697 = 256 tick x 1 lot x rm25 = rm6,400

FCPO modal rm7,500 untung rm6,400
stock jtiasa modal rm8,500 untung rm1,450

bayangkan kalau modal :

FCPO modal rm75,000 = 10 lot , untung = rm64,000
stock jtiasa modal rm85,000 , untung = rm14,500

itu masa sedang naik , sekarang masa turun pulak

jtiasa = termenung mampu tengok je market merah , harap harap naik balik !

FCPO boleh short : 1 lot = rm7,500
23/11/2023 jual dulu 1 lot pada harga cpo 3,991
28/11/2023 beli balik 1 lot pada harga cpo 3,891
5 hari , untung = 3,991 - 3,891 = 100 tick x 1 lot x rm25 = rm2,500
kalau modal rm75,000 = 10 lot , untung = rm25,000

Posted by Up_down > 2023-11-28 17:37 | Report Abuse

Mind blowing PAT 63m after excluding BA gain. TP remain RM 2.

Posted by Albukhary > 2023-11-28 17:40 | Report Abuse

Awesome result

Posted by Signal > 2023-11-28 17:42 | Report Abuse

Nak TA lebih baik direct terus dekat FCPO

Posted by thesteward > 2023-11-28 17:54 | Report Abuse

PBT Sibeh Keat . Anything below rm1 chance to buy

Posted by KingKoil > 2023-11-28 17:54 | Report Abuse

Gap up. Opening RM1 below?

Posted by thesteward > 2023-11-28 17:59 | Report Abuse

If gap above rm1 will be good

Posted by KingKoil > 2023-11-28 18:02 | Report Abuse

New high PAT for this QR and coming QR.

Posted by Fabien _the efficient capital allocator > 2023-11-28 21:20 | Report Abuse

The CPO average selling price is expected to be supported on the back of flattish global supply due to El Nino phenomenon, rising biodiesel demand and its price competitiveness against other edible oils.

The Group will continue to focus on sustainable management of resources and stringent cost control to ensure productivity and profitability.

In view of the above, the Group anticipates satisfactory financial performance for the remaining quarters of the current financial year.

Posted by Fabien _the efficient capital allocator > 2023-11-28 21:22 | Report Abuse

Net profit almost double, up 97%. Plantation operating profit increased more than 100% with better margins arising from 36% increase in FFB. Overall superb results were slightly dampened by Timber segment returning to the red.

Posted by breakeven > 2023-11-28 21:42 | Report Abuse

https://www.patreon.com/posts/93677830

Posted by Patient Investor > 2023-11-28 23:16 | Report Abuse

I forgot to factor in the acquisition spending of 52 million. does the acquisition contribute to revenue yet?
If yes, how much it has contributed to?

The revenue is ~50 million below my estimates based on their harvest accident, at the same time inventory jumps 44 million compared to previous qtr. Is Jayatiasa retaining inventory forfuture sales anticipating better price or the inventory increased comes from the acquisition?

Posted by calvintaneng > 2023-11-29 04:14 | Report Abuse

JAYA TIASA (4383) LATEST RESULT SHOWS A HUGE SURPRISE JUMP IN PROFIT: UP BY 100% KUDOS TO YOUR EXCELLENT HARD, WELL DONE! WELL DONE!! WORK , Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-29-story-h-214097097-JAYA_TIASA_4383_LATEST_RESULT_SHOWS_A_HUGE_SURPRISE_JUMP_IN_PROFIT_UP_B

Posted by WilburR2 > 2023-11-29 05:40 | Report Abuse

Good results JTiasa.
10sens jump today?

Posted by WilburR2 > 2023-11-29 05:44 | Report Abuse

Thanks calvintaneng for your take

Posted by thesteward > 2023-11-29 09:03 | Report Abuse

It is a mad mad world still got people wanna sell at below 1

Posted by thesteward > 2023-11-29 09:12 | Report Abuse

Wait abit clear the retailers first before spike ?

Posted by Berlin > 2023-11-29 09:28 | Report Abuse

Looks like legacy issues are still weighing down Jtiasa despite a good 1Q2024. Stock price barely moved. Investors' trust is a fragile thing; if lost it's hard to regain. Virtual AGM tomorrow provides opportunity to ask tough questions of the BOD especially on future dividend policy.

Posted by Up_down > 2023-11-29 09:40 | Report Abuse

It takes a bit more time to clear the tickets stucked in 2nd Qtr 2022. Many want to get rid of the suffering during the last 18 months.

Posted by Patient Investor > 2023-11-29 09:52 | Report Abuse

if good result price havent jump, and you think it worth more, its chance to buy more.

Posted by Up_down > 2023-11-29 10:10 | Report Abuse

Let those TA experts cracking their head in short term. Hahaha

Posted by Save > 2023-11-29 11:28 | Report Abuse

Thanks Calvin for previous quarter differed tax credit explanation. May I ask further? Where and when the differed tax is derived? Is it a overpaid tax previously?
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-29-story-h-214097097-JAYA_TIASA_4383_LATEST_RESULT_SHOWS_A_HUGE_SURPRISE_JUMP_IN_PROFIT_UP_B

Posted by Muyutin > 2023-11-29 15:02 | Report Abuse

Fuock off company
Sell

Posted by Muyutin > 2023-11-29 15:06 | Report Abuse

IN BURSA
ONI YTL CAN TRUST
THE REST IS SHIT

Posted by Muyutin > 2023-11-29 15:07 | Report Abuse

HOPE FULLY LIMIT DOWN

Posted by Muyutin > 2023-11-29 15:12 | Report Abuse

GOOD PROFIT STILL WANNA CHEATING PPL
SHIT CPANY

Posted by thesteward > 2023-11-29 15:19 | Report Abuse

Ya Gogo limit down better

Posted by Up_down > 2023-11-29 15:44 | Report Abuse

The operators won't give people chance to make fast and easy money here. Let's look back how the price climbing up slowly from 65 cents to 95 cents for the last 6 months.