Posted by Bursino > 2024-02-09 18:38 | Report Abuse

Literally for a cantonese speaking fella will mean New Year Fast Down 😄

Posted by calvintaneng > 2024-02-09 21:04 | Report Abuse

Lol!

May all have a very nice festive holidays 😊

Posted by skoh888 > 2024-02-12 19:03 | Report Abuse

@Berlin, Happy new year! May the dragon year bring you good fortune and health!

Posted by calvintaneng > 2024-02-13 06:53 |

Post removed.Why?

Posted by Starship2 > 2024-02-13 11:29 | Report Abuse

In Calvin's defence, I refer to his posts uite often ..as they are laden with details/facts that I can analyse..His type of posts should be encouraged ..Ultimately, we have to use our own minds to make decisions and not blame others for losses or whatever.. Good to see constructive arguments, insights and views ..rather than outbursts of anger/hate/ frustrations/dissapointments...

Posted by hng33 > 2024-02-13 17:11 | Report Abuse

Sold back at 1.20

Posted by speakup > 2024-02-13 20:13 | Report Abuse

Tomorrow 1.25

Posted by Tesla123 > 2024-02-14 17:41 | Report Abuse

Sold partial and shifted to thplant last week

Posted by xiaoeh > 2024-02-14 17:44 | Report Abuse

Re-test previous high
it is the matter of can break or cannot break
break = sky is the limit
cannot break = double top

Posted by Tesla123 > 2024-02-14 20:47 | Report Abuse

If Cpo break 4000, sure it can break previous high.

Posted by Up_down > 2024-02-14 21:00 | Report Abuse

Rerating. Target to trade on par with SOP market cap.

Posted by sense maker > 2024-02-15 15:25 | Report Abuse

2024’s estimated EPS: RM0.22. Minimum valuation:RM1.50. Fair valuation:RM2.20.

Sendiri pandai-pandai lah buat own assessment to make some money loh. Risk is management possibly not taking care of minority interest seriously loh.

Posted by LouisLim > 2024-02-16 07:18 | Report Abuse

Palm oil price big drop today.

Posted by calvintaneng > 2024-02-16 08:04 |

Post removed.Why?

Posted by calvintaneng > 2024-02-16 08:09 |

Post removed.Why?

Posted by s3phiroth > 2024-02-16 08:16 | Report Abuse

Fertilizer price already falling back to prewar level.

Posted by calvintaneng > 2024-02-16 08:20 | Report Abuse

For a reality check

Ytl power has a forward p/e of 9.38
Which means it will take 9.38 years to double your money in Ytl power

Jtiasa has a forward p/e of only 4.38 which means your investment will double in just 4.38 years

Posted by Fabien _the efficient capital allocator > 2024-02-16 22:50 | Report Abuse

Cheapest plantation play remains JTIASA, by a far margin. 5-6x PE. Q4 FFB production increased 30% y-o-y.

Posted by Fabien _the efficient capital allocator > 2024-02-16 22:51 | Report Abuse

Don't forget they have huge forest plantation of 30,978 ha. Based on RM4K/ha, its equity value worth RM124million.

Posted by speakup > 2024-02-19 10:37 | Report Abuse

Already hit 20k paper profit

Posted by MrFox > 2024-02-19 10:41 | Report Abuse

remember the last pp was ard 2.50, lost $ at current price [ pp was 7.50, then bonus 2:1].So, will it hit the number again?

Posted by ks55 > 2024-02-19 11:21 | Report Abuse

Ada volume ada naik. Apa lu tunggu lagi ?

Posted by sense maker > 2024-02-19 11:55 | Report Abuse

Still a long way from fair value of RM2.20. Mayb it will limit up today. Haha

Posted by xiaoeh > 2024-02-19 11:57 | Report Abuse

sector to sector play
what is the potential next sector?

Posted by xiaoeh > 2024-02-19 12:08 | Report Abuse

plantation has already flown now leh bro

Posted by xiaoeh > 2024-02-19 12:20 | Report Abuse

health care2020 - tech2021 - consumer&plantation2022 - construction&property&utility2023 - plantation2023/2024
what is potential next sector to fly for 2024 onwards?

Posted by klee > 2024-02-19 12:34 | Report Abuse

xiao one,baru warming up you said ady flown..no wonder you are called xiao one lol

Posted by Fabien _the efficient capital allocator > 2024-02-19 12:39 | Report Abuse

@xiaoeh engine baru start, buying momentum is strong. we are entering seasonally weaker production, CPO price 3.9k-4k is conducive enough for planters to make handsome profit

Posted by xiaoeh > 2024-02-19 13:01 | Report Abuse

hahahaha...😂

Posted by investor77 > 2024-02-19 14:10 | Report Abuse

Low Cost of Production and High CPO price of above RM 3800 and coming El Nino will cause CPO price to go higher. Thus at estd EPS of 25 cents/ yr, 10 x PE, Fair Price is RM 2.50. It will also give good div as debts has been pared down. UP UP and Away !!

Posted by Tesla123 > 2024-02-19 17:04 | Report Abuse

Sold out

Posted by Up_down > 2024-02-19 17:53 | Report Abuse

Next week, it would change into Jaya Tiada again. Dingdong until above RM 2.

Posted by Ytl2023 > 2024-02-19 17:59 | Report Abuse

Sold all. Tq

Posted by speakup > 2024-02-19 18:27 | Report Abuse

Depends how much u want earn.
Some ppl 1k dah cukup they sell
Some ppl 10k dah cukup they sell
Some ppl 100k dah cukup they sell
Some ppl 1mil dah cukup they sell
Berapa u nak?

Posted by Up_down > 2024-02-19 20:02 | Report Abuse

It depends on Mr Market and always benchmarking the market valuation of SOP and TAAN.

Posted by Up_down > 2024-02-19 20:05 | Report Abuse

If the market cap of SOP and TAAN increase by 20% from the existing level, FV of Jtiasa would be ,obviously, up by another 20%.

Posted by Fabien _the efficient capital allocator > 2024-02-19 20:58 | Report Abuse

Are their MC correlates? why need to benchmark against them? JTiasa is being valued at 7x trailing PE. forward PE is about 5

Posted by Up_down > 2024-02-19 21:05 | Report Abuse

Benchmark with market Cap of SOP is sufficient to fetch the FV of Jtiasa since both companies owned similar size of planted lands in Sarawak. Ignore TAAN.

Posted by icecool > 2024-02-19 21:37 | Report Abuse

tomorrow 1.5

Posted by speakup > 2024-02-20 07:43 | Report Abuse

https://theedgemalaysia.com/node/701381
Tabung Haji in Goreng mood. Didn't know they celebrate CNY

Posted by Matccom > 2024-02-20 11:55 | Report Abuse

Plz remind me ye.

@ xiaoeh


health care2020 - tech2021 - consumer&plantation2022 - construction&property&utility2023 - plantation2023/2024
what is potential next sector to fly for 2024 onwards?

Posted by speakup > 2024-02-20 13:28 | Report Abuse

Mana 1.50?

Posted by Skyliew1919 > 2024-02-20 13:50 | Report Abuse

Relax adjust back 123 liao up 150 lo

Posted by xiaoeh > 2024-02-20 16:26 | Report Abuse

Posted by Matccom > 4 hours ago | Report Abuse
Plz remind me ye.
@ xiaoeh

@Matccom
in exchange
teach me where i can find SKP Res clients' detail...

Posted by Fabien _the efficient capital allocator > 2024-02-20 19:50 | Report Abuse

SKP main client is Dyson which accounts 75-80% of revenue. Individiually, the rest are immaterial.

Posted by xiaoeh > 2024-02-20 20:54 | Report Abuse

Dear Fabien
where can i get this infor ha?

Posted by sense maker > 2024-02-21 13:23 | Report Abuse

No limit up yet.

Posted by calvintaneng > 2024-02-21 16:32 |

Post removed.Why?

Posted by calvintaneng > 2024-02-22 00:22 |

Post removed.Why?

Posted by Berlin > 2024-02-22 10:01 | Report Abuse

When was the last I heard someone shout JTiasa will go up to RM2, then RM3? This is almost deja vu. Oh, yes, around April 2022 during the kaw kaw buy, die die hold days of "once in a lifetime" plantation stocks bull run. Well, those who bought around RM1.20 in April 2022 but could not hold, must have "died" since JTiasa plunged to 60 sen subsequently. RIP; you are merely collateral damage in a narcissist's mind games. Did someone admit it was a wrong call? Not at all. Here he is, at it again, almost two years later, shouting the same old numbers RM2, RM3. May the ghosts of those who "died" haunt him till JTiasa reaches RM2, Rm3. That will be karma.