Posted by calvintaneng > 2024-02-29 10:30 |

Post removed.Why?

Posted by mamakspecial > 2024-02-29 10:32 | Report Abuse

my point is that you can at least a bit rest assured that during sell off..epf was not selling..but buying..during dialog selldown date..

Posted by Ravetidus > 2024-02-29 10:36 | Report Abuse

@mamakspecial

Thanks for the explanation

Posted by Investformilkmoney > 2024-02-29 10:37 | Report Abuse

Just read on Taliworks, yippy68 timely escape after Calvin's comment.

Posted by calvintaneng > 2024-02-29 11:39 |

Post removed.Why?

Posted by sense maker > 2024-02-29 11:58 | Report Abuse

Does the company have any plan as yet to monetise that 1.9m land by concession?

Posted by Ytl2023 > 2024-02-29 12:26 | Report Abuse

Sop or taann got how many land if compare to jtiasa

Posted by GL2004 > 2024-02-29 15:06 | Report Abuse

turn green soon.......

Posted by Investformilkmoney > 2024-02-29 15:12 | Report Abuse

Forming cup

Posted by Hush77 > 2024-02-29 15:53 | Report Abuse

why the fund dumping? is it they scared this qtr results no good..?

Posted by GL2004 > 2024-02-29 16:05 | Report Abuse

haha...this forum full with jokers....

Posted by Ravetidus > 2024-02-29 16:13 | Report Abuse

Fund F sapu all the shares cause it is tooo undervalued

Posted by eugenewong794 > 2024-02-29 17:21 | Report Abuse

Why QR not out yet, hope its within or above expectation if not the share price gonna plunge

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-02-29 17:43 | Report Abuse

Plantation Sector

Milling & Cultivation

We remain cautious on the outlook for Milling and Cultivation. CPO prices have
stabilised around RM3,780/MT currently, compared to the peak of approximately
RM6,500 – RM7,500/MT in 2022.

Looking forward, CPO prices may remain rangebound, impacted by factors such as
production output, the impact of weather conditions, government policies of exporting
countries and global demand, which is highly dependent on economic conditions.

Posted by WilburR2 > 2024-02-29 17:50 | Report Abuse

2.5 sen div 48.4m profit

Posted by Ytl2023 > 2024-02-29 17:58 | Report Abuse

Revenue and dividend increase

Posted by Sslee > 2024-02-29 17:58 | Report Abuse

6 months end 31/12/2023
RM'000
Net cash flows from operating activities: 228,370

Posted by Investformilkmoney > 2024-02-29 17:59 | Report Abuse

Good result

Posted by calvintaneng > 2024-02-29 18:04 | Report Abuse

Fantastic Jaya Tiasa (Jumping Tiger indeed!)
Since its Ipo for the 1st time in its history

Cash is now more than debt

If not for biological assets impairments its real profit this quarter is a Whopping Rm100,000 net profit

Well done
Well done!

All round Applause
👏 👏 👏

Standing Ovation !

Resounding Success

Worthy of its Name at long last

JAYA TIASA = ALWAYS SUCCESSFUL

HIP HIP HOORAY!!
🙌

Posted by sense maker > 2024-02-29 18:05 | Report Abuse

Results fall within my Cincai estimation. Next quarterly eps likely slumps seasonally to below 2sen. All said, the sharp rise in revenue and decent increase in dividend is very good news. Congratulations to those who didn’t panic and didn’t sell in past 1.5 weeks.

Posted by calvintaneng > 2024-02-29 18:05 | Report Abuse

Correction

Should be
A Whopping 💯 Millions Huge Profit!

Posted by SuperA > 2024-02-29 18:12 | Report Abuse

What is "Fair value changes in biological assets"? why so much (almost cost RM 31million). if not, profit will be RM 71million

Posted by value_invest > 2024-02-29 18:12 | Report Abuse

6 months end 31/12/2023:
Free operating cash flow rm228mil
EBITADA - RM 253 mil
CASH IN HAND UP to RM300 mil from RM 200mil
Debts down to 230mil from RM 264 mil

Div 2.5 cents, 21% earning now, indicating increasing DIV moving forward,,,,

Really CASH COW printing machine now... CASH is more superior than paper profit...

Posted by sense maker > 2024-02-29 18:13 | Report Abuse

RM400m operating cash flow is achievable for FYE 2024. At RM1.2, you are paying RM1.17b for the biz. Payback period 3 years. A fantastic bargain price now.

Posted by eky7931 > 2024-02-29 18:14 | Report Abuse

If not due to non cash flow item of (RM31mil) Fair value changes in biological assets, the net profit should be about RM80mil.

Posted by Skyliew1919 > 2024-02-29 18:25 | Report Abuse

Ya if Bo that 31m bio adjust, is new high pat around 8sen

Posted by SuperA > 2024-02-29 18:30 | Report Abuse

Actually the timber section (Loss RM 25million this Q) should closed down because making lose all the time.

Posted by value_invest > 2024-02-29 18:38 | Report Abuse

@ Super A:

look at the cash flow.. The timer loses is just and accounting reporting standard, NOT involved In CASH. It is not a business loses, just a accouting reporting only. When market timber price down last Q, the accounting standard require the company to adjust down, when timber price up next Q, they will adjust up,,,
Most important is to look at this:

6 months end 31/12/2023:
Free operating cash flow rm228mil
EBITADA - RM 253 mil
CASH IN HAND UP to RM300 mil from RM 200mil
Debts down to 230mil from RM 264 mil

Div 2.5 cents, 21% earning now, indicating increasing DIV moving forward,,,,

Really CASH COW printing machine now... CASH is more superior than paper profit...

Posted by Hush77 > 2024-02-29 18:43 | Report Abuse

Lower profit and so so results...

Posted by Save > 2024-02-29 18:54 | Report Abuse

Finally nett cash company. Yay. Short term trader will sell and long term investor will collect. hopefully more institution investors entering

Posted by KingKoil > 2024-02-29 18:54 | Report Abuse

Less than 2 years, it will be debts free.Loads of CASH for dividend and maybe bonus.

Posted by Sslee > 2024-02-29 18:58 | Report Abuse

Stock [JTIASA]: JAYA TIASA HOLDINGS BHD
Announcement Date 29-Feb-2024
Reference No ENT-29022024-00007
Corporate Action ID MY240229DVCA0006
Financial Year 30-Jun-2024
Subject First Interim Dividend
Type Dividend - Normal or Special
Description First Interim Dividend of 2.5 sen per ordinary share in respect of the financial year ending 30 June 2024
Amount RM 0.0250
Ex Date 14-Mar-2024
Entitlement Date 15-Mar-2024
Payment Date 02-Apr-2024

Looking forward to 02 Apri 2024 dividend 2.5 sen payment date.

Posted by Ytl2023 > 2024-02-29 19:02 | Report Abuse

If want see bad result or less dividend go see pba, kps or armada

Posted by Hush77 > 2024-02-29 19:04 | Report Abuse

in terms of dividend yield , as the share already run up and base on 1.20 share price, the 2.5 or 3.2 sen , dividen yield is only 2.67%..............nothing like huge or big ang pau,, maybe they reserve for expenses and their debts
so it would appears fairly valued for now...
lets see how the "fun" mgr , market maker or insider reacts tomoro....
ultimately those who have or hold millions or hundereds of millions of shares will decide the direction..

Posted by eky7931 > 2024-02-29 19:16 | Report Abuse

Future blue chip company in the making.

Posted by eugenewong794 > 2024-02-29 19:31 | Report Abuse

Guess opening price tmr? I'll go first 1.25

Posted by StartOfTheBull > 2024-02-29 19:43 | Report Abuse

Acceptable.

Posted by gohkimhock > 2024-02-29 19:50 | Report Abuse

results is worse than it's immediate precedent quarter.

Posted by calvintaneng > 2024-02-29 19:51 | Report Abuse

Results if not for biological impairment is much better

Best of all its accounts are overflowing in real cash (not receivables or IOU)

Posted by Sslee > 2024-02-29 19:55 | Report Abuse

Jayatiasa will give dividend 2 times per year the new norm and the dividend policy is payout not less than 20% of EPS.

Ann. Date
Ex Date
Type
Subject
Amount
View
29-Feb-2024 14-Mar-2024 DIVIDEND First Interim Dividend RM 0.0250 Dividend Detail
24-Aug-2023 12-Sep-2023 DIVIDEND Second Interim Dividend RM 0.0170 Dividend Detail
28-Feb-2023 14-Mar-2023 DIVIDEND First Interim Dividend RM 0.0150 Dividend Detail

Posted by Patient Investor > 2024-02-29 20:01 | Report Abuse

the biological asset fair value loss of ~(30M) is ignorable since its from timber.
operating cash flow ~148M, Free cash flow ~130M in 1 quarter. pretty inline with expectation.

Wondering why is the company not paring down debt, can save 20M a year in interest. Do they buy into bitcoin? LOL!

Posted by Patient Investor > 2024-02-29 20:28 | Report Abuse

@calvintaneng

Rimbunan Hijau is breeding kelulut bee for honey in forest concession. (google RH kelutut honey and RH bee farm)

Jaya tiasa has huge forest concession. So is there breeding of kelutut within their forest concession yet not reported?
The CPO and timber business value is just like peanuts if compare to honey.
CPO is MYR4000/MT aka RM4/kg
Kelutut honey retail is RM120/kg ! even 70% off for wholesale would be RM40/kg

I asked before during AGM, wrote in email, but no reply on the matter.

Posted by calvintaneng > 2024-02-29 20:44 |

Post removed.Why?

Posted by Ytl2023 > 2024-02-29 20:56 | Report Abuse

Palm oil price this 2 days over 4k

Posted by Patient Investor > 2024-02-29 21:19 | Report Abuse

only know RH is breeding bee and selling honey. I'm not make allegations Jayatiasa did the same.
I am just asking if calvin is aware of such.

Previous agm not all questions are seen by attendee, I asked but no one address that. same with email, no reply on it as I'm aware of.

Posted by calvintaneng > 2024-02-29 21:58 |

Post removed.Why?

Posted by Patient Investor > 2024-02-29 22:54 | Report Abuse

RH bee farm is not a new thing, its been around for at least 5 years and above
https://dayakdaily.com/sweet-success-sarawak-biggest-producer-of-kelulut-honey-in-malaysia/?fbclid=IwAR1IuF8sLA-z5UNpFYWzfZ51HLtgd2g7Xqu0zOX8E4wPEI1TWqz5U3fge8U

Posted by Patient Investor > 2024-02-29 23:03 | Report Abuse

From google: Eucalyptus trees are known to attract bees due to their abundant and nectar-rich flowers. The nectar produced by the flowers is high in sugar and has a distinct taste, which makes it a favorite of many bee species.

From Jaya tiasa website : Fast-growing tree species such as Eucalyptus Deglupta (Kamarere), Eucalyptus Pellita and Kelampayan were planted across the plantation areas and the average survival rate of the planted seedlings was above 90 %.

Posted by Ytl2023 > 2024-03-01 00:38 | Report Abuse

Pls don't forget to book appointment with Doctor tomoro. Too much imagination until u hallucinate. Make sure ask for extra medicine

Posted by GL2004 > 2024-03-01 09:03 | Report Abuse

TIME TO BUY MORE LOR