Posted by jjohnchew > 2 months ago |

Post removed.Why?

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho recalled Ssleee idol Calvin promoted TSH .. asking his followers n members average down every 10 sen down from RM 1.80 until RM 1.10 …

Recalled Sslleee promoted Jtiasa in Insas : average Up every 1 sen ..

But he had a record that averaged down Insas but is averaged Up … being exposed then deleted the 2 posts .🤣3

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho Samling Miri group ke : Wealth House 55% jayatiasa subsidiary Wealth Houses Development.

No wander Rsawit most of the Plantation area in Miri .

During debated against Calvin on 2021 regarding bought Miri land , I found 1/3 of the land is not suitable for Plantation.🤣

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho Samling group previously had few listed companies, even One in HK listed .

But getting low profile….

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho Subur Tiasa :

Subur Tiasa ventures into pipe-making, auto

Monday, 29 May 2023

KUCHING: Subur Tiasa Holdings Bhd has ventured into pipe-manufacturing and auto sector as the company diversifies from its core loss-making timber operation and plantation business.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho see how Jaks CEO successfully steered the company diversified into Power industry on Vietnam Power Plant 1200 MW joint venture with CPECC .

Where as Toyo Ink had failed :

Vietnam ministry cancels coal-fired Song Hau 2 power plant, Malaysian investor explores options. Vietnam's Ministry of Industry and Trade has terminated the $3 billion Song Hau 2 thermal power plant and sent a notice to Malaysia's Toyo Ink Group Berhad, the parent firm of the project investor.5 Jul 2024

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho sadly why Subur Tiasa in Timber , Palm oil n Chipboard manufacturing need to diversify into pipe-manufacturing and auto sector .

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho ssleee is the business diversification as success as Jaks diversified into Power Generator industry n Solar RE …

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho oh with the CGPP 800 MW Solar project Winners going to start Construction by 4Q 2024 n LSS5 2000 MW Solar project tender award by 4Q 2024 … Jaks is exploring the potential of opportunities in the battery energy storage system (BESS) market, with a particular focus on the Southeast Asia region.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho as said CRESS details to be announced by September 2024 on TNB power grid as Third Party Access for RE Power Generators .. the Mulling charges is announced on August 2024 .. there is different charges on consistent supply n non consistent supply ( will affect the power grid load factor) … but standby charges ( storage charges) is not announced yet .

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho no worries, can diversify land suitable for hybrid rice into Sawah Padi … those not suitable for Plantation to be leased for Solar RE site like TDM land in Terengganu with rental RM 578 per acre per year .

Posted by Sslee > 2 months ago | Report Abuse

Anyone with economic sense will know no conversion of oil palm plantation to plant hybrid rice.

The news is about those current farmers are encourage to plant hybrid rice in their current rice field.

Posted by speakup > 2 months ago | Report Abuse

https://www.nst.com.my/sports/badminton/2024/09/1105309/pearly-thinaah-overpower-taiwan-open-champions
This is really what Malaysia is about.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho despite earlier mentioned 2 hidden risks , additional one is more alarming , became 3 Hidden Risks :

1.) Why Subur Tiasa and Rsawit ( under same RH group with Jtiasa ) are loss making in Timber and Plantation business?
Subur Tiasa even diversified business into pipe manufacturing n auto sector since May 2023 .😱

2.) Pulau Bruit land is identified suitable for Hybrid Rice cultivation on 2024 … announced by UKAS , in line with Sarawak government vision to support Sarawak rice demand by own cultivation ( currently 34 % ) . Even to rivalling Kedah which supply 40 % Rice demand in Malaysia , of course need financial supports from Federal government on this .


> An illustration: as the company said 3% planted area 69589 is > 18 years , averagely 14 years , ie : 2087 hectares going to be Sawah Padi out of the
Rented land 52,880 hectares ( 76 % of planted area) .

Note : Rented Land , Approximate age of building: 15 years


3.) Replanting cost for the rented land 52,880 x 30,000 , need Rm 1.6 Billion.

QR ended June 2024 : Reserve n Retained earnings is RM 0.5 Billion.

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho no wander Jtiasa 2nd Major ( ard 14 % ) keep disposed shares from August 2023 to July 2024 ( left ard 6 % ) .

Where as Ssleee keep accumulating..same as promoted SCIB without knowing the Major ( over 20 % ) is on Force Sell.🤣

Bad karma lo always said Jaks CEO will be Margin Call .🤣

Posted by Sslee > 2 months ago | Report Abuse

Jtiasa plantation segment FYE 30/6/2024
RM'000
External revenue 957,886
EBITDA 414,132
Finance cost (9,998)
Depreciation and amortisation (125,588)
Segmental result 278,546
FFB production: 1,155,478 MT

For jayatiasa the risk is fluctuation of CPO market price.

Posted by Sslee > 2 months ago | Report Abuse

Market Cap: 993 Million
NOSH: 974 Million
Avg Volume (4 weeks): 1,969,275
4 Weeks Range: 1.01 - 1.13
52 Weeks Range: 0.835 - 1.53

Will jayatiasa retest 52 weeks high of 1.53 or low of 0.835?
It will all depend of FFB production and CPO price. (Earning, cash flow and dividend )
So far July and Aug FFB production and CPO price were good

Posted by Sslee > 2 months ago | Report Abuse

By the way quarter end 30/6/2024
Jayatiasa cleared 1,020 Ha simalau plantation for replanting.
This maybe one of the reason why 3 months end 30/6/2024 the cost of sales was high.

Area Statement as at Jun 2024
Plantation Land Area
(Ha)
Plantable Area
(Ha)
Planted /
Mature
(Ha)
Area cleared for
replanting
(Ha)
Simalau Plantation 5,003 4,866 3,846 1,020

Posted by jjohnchew > 2 months ago | Report Abuse

3.) Replanting cost for the rented land 52,880 x 30,000 , need Rm 1.6 Billion.

QR ended June 2024 : Reserve n Retained earnings is RM 0.5 Billion.

Posted by jjohnchew > 2 months ago | Report Abuse

Simalau Plantation : 4,866 hectares

Simalau Plantation,kuala Niah. 98200,niah, Miri,SARAWAK.

—-

Posted by Sslee > 1 hour ago | Report Abuse

By the way quarter end 30/6/2024
Jayatiasa cleared 1,020 Ha simalau plantation for replanting.
This maybe one of the reason why 3 months end 30/6/2024 the cost of sales was high.

Posted by jjohnchew > 2 months ago | Report Abuse

Simalau Plantation : 4,866 hectares

Simalau Plantation,kuala Niah. 98200,niah, Miri,SARAWAK.

Project commence : 2002

Project complete : 2005

>>

1.) not in Pulau Bruit .

2.) Replanting : 2002 to 2023 is 21 years .

Posted by Sslee > 2 months ago | Report Abuse

Planting Schedule as at June 2016
Land Area (ha)
Project Commence
Project Complete
Development work achieved in percentage
Planted to-date(ha)
Immature(ha)
Matured(ha)
Simalau Plantation 5,003 2002 2005 100% 4,866 0 4,866
Hariyama Plantation 10,600 2003 2007 100% 9,645 0 9,645
Wealth Houses Plantation 6,000 2004 2007 100% 5,757 0 5,757
Lepah Plantation 5,149 2005 2009 100% 4,099 0 4,099
Daro Plantation 11,681 2005 2011 100% 9,841 0 9,841
Eastern Eden Plantation 10,000 2006 2015 100% 8,580 2,020 6,560
Poh Zhen Plantation 5,000 2009 2015 100% 2,933 2,933 0
Sawai Plantation 6,050 2006 2012 100% 5,448 0 5,448
Lassa Plantation 21,300 2005 2015 100% 16,287 3,849 12,438
Kabang Plantation 2,700 2008 2010 100% 2,133 0 2,133
Total 83,483 69,589 8,802 60,787

Posted by Sslee > 2 months ago | Report Abuse

Repost:
Jayatiasa palm oil planting (2002-2015)
Ha
885
922
2388
3525
7198
7527
12086
9027
6866
4593
3528
4200
2936
1906
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

Posted by Sslee > 2 months ago | Report Abuse

Repoat:
Area Statement as at Jun 2024
Plantation Land Area(Ha)
Plantable Area(Ha)
Planted /Mature(Ha)
Area cleared for replanting (Ha)
Simalau Plantation 5,003 4,866 3,846 1,020
Hariyama Plantation 10,600 9,645 9,645 -
Wealth Houses Plantation 6,000 5,757 5,757 -
Lepah Plantation 5,149 4,099 4,099 -
Daro Plantation 11,681 9,841 9,841 -
Eastern Eden Plantation 10,000 8,580 8,580 -
Poh Zhen Plantation 5,000 2,933 2,933 -
Sawai Plantation 6,050 5,448 5,448 -
Lassa Plantation 21,300 16,287 16,287 -
Kabang Plantation 2,700 2,133 2,133 -
Total 83,483 69,589 68,569 1,020

Posted by Sslee > 2 months ago | Report Abuse

First planting is from 2002 to 2015.
So next cycle of replanting will most likely from 2024 to 2039.
Unlike first planting the maturing trees will still continues give good FFB production.

Posted by Sslee > 2 months ago | Report Abuse

I had try my best to refute Mike-tikus misinformation or blantant lies about Jayatiasa.

I will now let Mike-tikus kaki kong, kaki song in Jayatiasa forum.

Posted by jjohnchew > 2 months ago |

Post removed.Why?

Posted by jjohnchew > 2 months ago |

Post removed.Why?

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho this is not 1st time yr extraction method is with WRONG figures:

Posted by Sslee > 2 hours ago | Report Abuse

First planting is from 2002 to 2015.
—-
Posted by jjohnchew > 5 hours ago | Report Abuse

Simalau Plantation : 4,866 hectares

Simalau Plantation,kuala Niah. 98200,niah, Miri,SARAWAK.

Project commence : 2002

Project complete : 2005

>>

1.) not in Pulau Bruit .

2.) Replanting : 2002 to 2023 is 21 years .

Posted by jjohnchew > 2 months ago |

Post removed.Why?

Posted by speakup > 2 months ago | Report Abuse

PE 7 + Dividend 6%
Guess investor think not good enought. Wanting PE 1 and Dividend 20%

Posted by ValueInvestor888 > 2 months ago | Report Abuse

ringgit increase by 8% vs USD and continue weakness in crude oil price( due to softening of US & China demand in particular) is bad for palm profit and price moving forward...

Posted by Patient Investor > 2 months ago | Report Abuse

@valueinvestor888 Jtiasa has minimal exposure towards USD, USD weaken by 5% they only loss 161k based on AR 2023.

Posted by AlphaAdventurer > 2 months ago | Report Abuse

ValueInvestor888 got fact checked. ha

Posted by jjohnchew > 2 months ago | Report Abuse

https://www.bernama.com/en/news.php?id=2339861

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho 4 Hidden Risks :

1.) Why Subur Tiasa and Rsawit ( under same RH group with Jtiasa ) are loss making in Timber and Plantation business?
Subur Tiasa even diversified business into pipe manufacturing n auto sector since May 2023 .😱

2.) Pulau Bruit land is identified suitable for Hybrid Rice cultivation on 2024 … announced by UKAS , in line with Sarawak government vision to support Sarawak rice demand by own cultivation ( currently 34 % ) . Even to rivalling Kedah which supply 40 % Rice demand in Malaysia , of course need financial supports from Federal government on this .


> An illustration: as the company said 3% planted area 69589 is > 18 years , averagely 14 years , ie : 2087 hectares going to be Sawah Padi out of the
Rented land 52,880 hectares ( 76 % of planted area) .

Note : Rented Land , Approximate age of building: 15 years


3.) Replanting cost for the rented land 52,880 x 30,000 , need Rm 1.6 Billion.

QR ended June 2024 : Reserve n Retained earnings is RM 0.5 Billion.

4.) 2nd Major ( 14 % ) keep disposed shares from August 2023 to July 2024 until left 6 % .

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho latest one Shl be competitive Soybean oil prices esp after US cut interest rate .


Posted by jjohnchew > 17 hours ago | Report Abuse

https://www.bernama.com/en/news.php?id=2339861

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho another Risk on RSPO certification, where as Jtiasa is only certified by MSPO :


Hoho copied n posted partially:


Plantation sector lacks catalysts but hidden gems remain, say analysts
TheEdgeMon, Jul 15, 2024 02:00pm -



Analysts including PublicInvest Research plantation analyst Chong Hoe Leong are maintaining their “neutral” call on the plantation sector,


Chong says demand for palm oil is likely to remain steady in 2H2024, unless it is disrupted by unfavourable government policies like the European Union Deforestation Regulation (EUDR), which comes into effect on Dec 30 this year.

He says the new regulation will require companies importing products made from wood, cattle, cocoa, coffee, palm oil and soy to obtain a “due diligence” statement that confirms the goods were not derived from deforested land or links to forest degradation.

👉“Local refiners who want to export to the EU will only source for Roundtable on Sustainable Palm Oil (RSPO)-certified CPO.
“Currently, 25% of the world’s palm oil production is RSPO-certified. In Malaysia, only big growers produce RSPO-certified palm oil. That’s because, due to the hefty processing costs involved, the adoption of RSPO certification in Malaysia is still low. This could have a severe impact on the local plantation players as they might need to compete for refiners who have accessibility to other markets,” adds Chong.




Jaya Tiasa Holdings Berhad - Oil Palm & Wood Based Products

All our plantations are Malaysian Sustainable Palm Oil (MSPO) certified. Discover More. MSPO & MSPO SCCS Certified Mills and Plantations. All our CPO mills and ...

Posted by ValueInvestor888 > 2 months ago | Report Abuse

What i referred to is the current macro factors which negatively affecting palm oil companies are true...

Posted by jjohnchew > 2 months ago | Report Abuse

Hoho Rsawit sold lands n diversified into pipes manufacturing n auto sector.


—-

Rimbunan Sawit sells agricultural land in Miri for RM165mil cash
By Sharen Kaur
December 22, 2023 @ 9:03am

Posted by Sslee > 2 months ago | Report Abuse

If only Mike-tikus had listen to me and bought jayatiasa at 1.03 he would had earned the dividend of 3.5 sen and still enjoy a book gain of 5-6 sen.

Posted by value_seeker > 2 months ago | Report Abuse

SSlee what is the maximum price to buy for Jtiasa?

Posted by Sslee > 2 months ago | Report Abuse

I have no idea.
I only know this year Indonesia CPO production will be down by 5-10%.
Will CPO price hold above RM 3,900 is still unknow as RM stengthening is no good for export oriented palm oil industries.

For Jayatiasa I expect improved dividend due to improved operating cash flow.

Posted by Balian de Ibelin > 2 months ago | Report Abuse

India oil mills just cancelled some huge palm oil orders from Malaysia due to high RM

Posted by jjohnchew > 2 months ago |

Post removed.Why?

Posted by Sslee > 2 months ago | Report Abuse

Derivatives
Night & Day Session
Night Session
NO NAME MONTH LAST DONE CHANGE VOL (`00) OI
1 FCPO Dec 2024 4,043.0000 +55.0000 9,827 91,245
2 FKLI Sep 2024 1,670.0000 +2.5000 5,445 46,320
3 FKLI Oct 2024 1,673.5000 +3.0000 4,195 15,176
4 FCPO Jan 2025 4,010.0000 +52.0000 2,209 33,462
5 FCPO Feb 2025 3,980.0000 +46.0000 1,483 18,283
6 FCPO Nov 2024 4,079.0000 +56.0000 1,412 46,577
7 FCPO Mar 2025 3,950.0000 +45.0000 1,357 25,121
8 FCPO Oct 2024 4,123.0000 +49.0000 91 11,446
9 FKLI Dec 2024 1,678.0000 +3.0000 70 904
10 FGLD Sep 2024 2,640.0000 +7.3000

Posted by Sslee > 2 months ago | Report Abuse

Very unusual India oil mills just cancelled some huge palm oil orders from Malaysia due to high RM.

But CPO price in RM still holding strong.

Posted by jjohnchew > 2 months ago | Report Abuse

https://www.bernama.com/en/news.php?id=2339861

Posted by jjohnchew > 2 months ago | Report Abuse

CPO Futures Close Lower Tracking Weaker Soybean Oil Prices
12 Sept 2024 — At the close, the spot month September 2024 contract surged RM53 to RM4,020 per tonne, while nearby October 2024 was RM28 lower to RM3,935, and .

Posted by jjohnchew > 2 months ago | Report Abuse

bernama
https://www.bernama.com › news
CPO Futures Close Lower Tracking Weaker Soybean Oil Prices
12 Sept 2024 — At the close, the spot month September 2024 contract surged RM53 to RM4,020 per tonne, while nearby October 2024 was RM28 lower to RM3,935, and .