Posted by KingKoil > 2024-02-22 10:09 | Report Abuse

Buy before QR release. Gap up for coming days.

Posted by sohaitrader > 2024-02-22 11:05 | Report Abuse

i give 5.00 TP

Posted by Up_down > 2024-02-22 12:27 | Report Abuse

Price up 90% after 6 months. Adding another 60% from the current level in next 6 months.

Posted by Justaboylearning > 2024-02-22 17:51 | Report Abuse

Berlin, i remembered that as well. But that was a really bad year.

the fundamental of Jtiasa is sitll the same. It get to ATH.

Posted by calvintaneng > 2024-02-23 08:56 | Report Abuse

Happy morning all
Jtiasa today is totally different from year 2022

Last time still got high debt. Now going to be debt free

Last time p/e so so. Now p/e has beaten ytl power

At 4 38 p/e Jtiasa also beats Ytl p/e 10 handsdown

Why the hooha on Ytl?
Jtiasa beats it by double at 4.38 p/e

Also now Jtiasa is giving out good dividends

So see Jtiasa turns into a jumping tiger 🐅🐯

Posted by Save > 2024-02-23 10:16 | Report Abuse

Any bad news?

Posted by Ravetidus > 2024-02-23 10:21 | Report Abuse

Yesterday Sime Plantation posted 64% drop in result, flags high stockpiles

Posted by sense maker > 2024-02-23 10:22 | Report Abuse

Heavy profit taking. Value investors find best time to tambah now.

Posted by Ravetidus > 2024-02-23 10:25 | Report Abuse

Now the important question is "what happens when you produce more but can't sell it?"

Posted by calvintaneng > 2024-02-23 10:27 |

Post removed.Why?

Posted by Ravetidus > 2024-02-23 10:28 | Report Abuse

Yes, this I agree, this coming quarter should be good result and might declare dividend (hopefully)

Posted by hng33 > 2024-02-23 10:40 | Report Abuse

Ps check Jtiasa latest CPO production volume, down significant by 30% compared to current increase CPO 10% and further pressure on CPO price forward as competitor soybean/corn/sunflower oil are tumbling in global market .

Posted by Ravetidus > 2024-02-23 10:44 | Report Abuse

@hng33

Yes correct, that's y i flag the high stockpile issue, if u notice, management has increased lumber output to compensate for the reduction in CPO volume, whether intentionally or not I am not sure

Posted by Save > 2024-02-23 10:59 | Report Abuse

Raw materials like corn and soyabean soften price may benefit producers, no wander milk, chicken and eggs producer share price started to rally

Posted by calvintaneng > 2024-02-23 11:02 |

Post removed.Why?

Posted by calvintaneng > 2024-02-23 11:07 | Report Abuse

Stay very safe as Jtiasa today is not the same like before

Before high debt
Now soon debt free

Before trees were young
Now fully mature and productive

Before no dividend
Now dividend outflowing

And Nta also increased
Plus its lands along pan borneo highway going up in value

And overall it is still below Rm2.60 when Uncle Kyy first recommended

Posted by calvintaneng > 2024-02-23 11:08 | Report Abuse

Exactly
Jtiasa now on autopilot money printing time
Expect higher dividend like inno and utd plant

Posted by sohaitrader > 2024-02-23 11:10 | Report Abuse

d coming qr result mayslightly lower than preceding quarter.. cos productition down around 2-4% compare to preceding quarter.. today is cuci contra kaki days....

Posted by Up_down > 2024-02-23 11:45 | Report Abuse

Jtiasa's FFB production for Jan 2024 is the highest for Jan in the last 10 years. Haha

Posted by Anti_debt > 2024-02-23 11:52 | Report Abuse

Those chased J Tiasa high pls beware. QR might be bad like TSH.

Posted by sense maker > 2024-02-23 12:13 | Report Abuse

I expect 5sen eps this quarter. Yearly maintainable eps being 22sen. Fair value rm2.20. Achievable if cpo stays above rm3700 and dividend is increased meaningfully.

Posted by Anti_debt > 2024-02-23 12:26 | Report Abuse

>RM 1.2 Jtiasa no longer cheap as when 80-90 sen also must aware.

Posted by sense maker > 2024-02-23 12:29 | Report Abuse

The selling pressure is heavy. Most likely Genine Chain Ltd has been selling. Any buyer can absorb possibly 70m shares being thrown away? Haha

Posted by sense maker > 2024-02-23 13:50 | Report Abuse

This counter can trap you for very long but as a consolation, your company will sit on RM1b cash after 4 years if it will not distribute dividend to you. Haha

Posted by SuperA > 2024-02-23 14:48 | Report Abuse

Why drop so much today? Q report not good? Selling pressure.

Posted by curiousq > 2024-02-23 14:55 | Report Abuse

many oil palm stocks, announced gg Q result and go holland ......

Posted by sohaitrader > 2024-02-23 15:07 | Report Abuse

jtiasa is d only one plantation break 2022 highest price .. strong price action ! buy on weakness

Posted by sohaitrader > 2024-02-23 15:07 | Report Abuse

huge vol trading below 1.14 .. so dont worry if price stay above 1.14 ..

Posted by calvintaneng > 2024-02-23 15:18 |

Post removed.Why?

Posted by StartOfTheBull > 2024-02-23 15:45 | Report Abuse

Other plantation stocks reported lower profits, likely Jtiasa is not spared.
Upon bad (if) result come out, more downside may happen.
Good luck.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-02-23 16:01 | Report Abuse

Once again, do not be fooled by noises generated by the forumer from Singapore. He is more like a snake oil salesman than an investor.

Yes, the CPO prices were high in 2021, 2022 and 2023. Many estate owners enjoyed huge profits.

Today the CPO prices and profit margins have normalised to those before 2021.

If you must buy a good plantation stock, look at United Plantation. It is very well run, highly profitable. Its ROE has been consistent and high.

As for JTiasa, it was a gruesome company. Most gruesome company remains gruesome. The reason it is trading at a discount to its NAV is obvious.

Many in the stock market should know that a lot of people lose money at time when a company's business enjoy a temporary good performance.

Regards

Posted by sohaitrader > 2024-02-23 16:14 | Report Abuse

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥


TALK COCK LA you hahahaha

Posted by Sslee > 2024-02-23 16:28 | Report Abuse

3iii,
Do you know what is the production of CPO and Palm Kernal of jayatiasa and united plantation and what is market cap of jayatiasa and united plantation?

Beside management the important thing for plantation is planted hectare and trees age profile.
Jayatiasa already make a turnaround from a gruesome company.

Posted by WilburR2 > 2024-02-23 16:40 | Report Abuse

top up 1.21

Posted by Sslee > 2024-02-23 16:41 | Report Abuse

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 January 2024 as follows:

Product Production
Fresh Fruit Bunches 87,820 metric tonnes
Crude Palm Oil 16,233 metric tonnes
Palm Kernel 3,979 metric tonnes
Logs 10,464 cubic metres

United Plantation.
Jan 2024
Crude Pal Oil: 17,499 MT
Palm Kernel: 3,636 MT

Posted by calvintaneng > 2024-02-23 16:46 |

Post removed.Why?

Posted by Starship2 > 2024-02-23 16:51 | Report Abuse

Thanks Calvin for the very interesting/informative overview of the palm oil industry. I roughly guessed that that many plantation companies will be reporting lower profits in 4th Q...due to lower cpo prices in 4th Q & possibly due to the minimum wage issue.. But their profits are not all that bad if we look at them on a eps/pe, nta basis relative to other industries.., many of which are showing losses.. I think cpo prices so far for 1st Q seemed to have improved a bit..with another month to go..

Posted by Up_down > 2024-02-23 17:03 | Report Abuse

PAT 50 million is good enough in upcoming annoucement. Big boys don't like short term traders in Jtiasa.

Posted by sohaitrader > 2024-02-23 17:07 | Report Abuse

still got hari raya rally ahead.. so just buy on dip .. no worry la jtiasa already break 7 years all time high at 1.15 .. and big vol all trading below 1.15 .. now just cuci only .. plantation index chart bullish ema pattern .. 25 % upside for index.. so jtiasa easily go above 2.00 wait for d wind come again ..

Posted by Mikecyc > 2024-02-23 17:07 |

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Posted by Mikecyc > 2024-02-23 17:09 |

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Posted by Hush77 > 2024-02-23 17:09 | Report Abuse

i think united plantation they also have coconuts.......and its own railway...
super efficient..
so jtiasa... just relax and hold, eventually it will be one of the great plantation company, if continue to be manage well...

Posted by Mikecyc > 2024-02-23 17:11 |

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Posted by Mikecyc > 2024-02-23 17:13 |

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Posted by Mikecyc > 2024-02-23 17:17 |

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Posted by calvintaneng > 2024-02-23 17:19 | Report Abuse

Yaya Mickey mouse

Both TSH & JTIASA ARE ABOVE RM1.00 while Mhc is below Rm1.00 a penny stock

Posted by Mikecyc > 2024-02-23 17:20 |

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Posted by Mikecyc > 2024-02-23 17:22 |

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Posted by calvintaneng > 2024-02-23 17:22 |

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Posted by Mikecyc > 2024-02-23 17:22 |

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