Posted by dompeilee > 1 month ago | Report Abuse

SoHEEM Ytl2023...pot calling the kettle black...hah! I already have 5 rounds of profit under my belt over the past decade in Jaya Tiasa. A 100% win record highlighted by a sale AT the very PEAK in '24, but Ytl2023 masuk once only sudah sangkut...above 1.40 & then again @ 1.22...😆

Posted by ScotFree > 1 month ago | Report Abuse

Ytl2023, the soheii is man or girl..sound like little girl

Posted by Ytl2023 > 1 month ago | Report Abuse

5 rounds got 5k profit?? My post not deleted. Go check how much profit I made. Why 1. 14 no sapu? Come to mama.. Old pussiesss got la for u

Posted by Ytl2023 > 1 month ago | Report Abuse

Dropping..so soheiii mr Lee. No tolong buy?

Posted by hng33 > 1 month ago | Report Abuse

Anwar is indeed not friendly to palm oil industry.....aside only increase small threshold for 3% windfall tax, there are multiple headwinds to CPO industry: wages hike + employer to bear foreign worker EPF + increase export tax

Effective Nov 1, 2024, the revised Malaysian export duty schedule will include additional export taxes involving crude palm oil (CPO) prices of between RM3,601-RM3,750 per metric tonne that is subjected to an export duty rate of 8.5 per cent; followed by RM3,751-RM3,900 at 9.0 per cent; RM3,901-RM4,050 (9.5 per cent); and more than RM4,050 (10 per cent).

https://www.thestar.com.my/business/business-news/2024/10/22/labour-intensive-industries-most-affected
Bosses will also fork out more cash, once the government’s plan to make it compulsory for all non-citizen workers to contribute to the Employees Provident Fund (EPF) takes off in stages.

A calculation by RHB Research showed that under the new minimum wage of RM1,700, employers will have to bear an additional cost of RM221 monthly per worker.

Posted by hng33 > 1 month ago | Report Abuse

I opt out at 1.15

Posted by hng33 > 1 month ago | Report Abuse

employer to bear foreign worker EPF, the higher foreign worker earn the higher employer need to paid their EPF which is based on 12% + increase export tax impact could be significantly erode profit margin as tax is based on gross revenue CPO price instead of profit....

Posted by ScotFree > 1 month ago | Report Abuse

Ytl2023, I think that soheii earn 1 tick move then run. How to justify brokerage fee..really weird to earn just 1 ,2 sen

Posted by Sslee > 1 month ago | Report Abuse

Derivatives
Night & Day Session
Night Session
NO NAME MONTH LAST DONE CHANGE VOL (`00) OI
1 FCPO Jan 2025 4,463.0000 +77.0000 13,566 98,619
2 FCPO Dec 2024 4,493.0000 +82.0000 3,238 50,922
3 FCPO Mar 2025 4,373.0000 +74.0000 2,287 23,953
4 FCPO Feb 2025 4,420.0000 +75.0000 2,087 25,104
5 FCPO Apr 2025 4,318.0000 +68.0000 1,401 16,723
6 FCPO Nov 2024 4,517.0000 +67.0000 830

Posted by sohaitrader > 1 month ago | Report Abuse

to hng33

All the issues you mentioned can be resolved by the high prices of CPO

Posted by kl_guy > 1 month ago | Report Abuse

FCPO already break RM 4400

Posted by s3phiroth > 1 month ago | Report Abuse

fcpo approaching rm4500 now, up rm700 since average rm3800 last quarter. And u ppl still worry about the rm200 wage increment where it is partially offset by the increment of windfax tax threshold.

Posted by s3phiroth > 1 month ago | Report Abuse

sell all u want, i am buying...

Posted by kl_guy > 1 month ago | Report Abuse

Jtiasa target rm1.50

Posted by Save > 1 month ago | Report Abuse

Short term target 1.33, next month 1.40, next year 1.68. congratulation to those buying at RM1

Posted by Income > 1 month ago | Report Abuse

Super ↑

Posted by sohaitrader > 1 month ago | Report Abuse

buyer so strong .. king of plantation ...

Posted by newbie9893 > 1 month ago | Report Abuse

FCPO 4480, might break RM 4500 tomorrow

Posted by newbie9893 > 1 month ago | Report Abuse

pls go & sapu plantation counters kaw kaw,to be rewarded tomorrow or next week

Posted by TheContrarian > 1 month ago | Report Abuse

Mr Sslee, what happened to Jtiasa?

Posted by Sslee > 1 month ago | Report Abuse

@TheContrarian,
Sudden spike on CPO price and Mike-tikus run to Yinson to bite Philip leg instead of at plantation stealing palm fruits cause Jayatiasa to spike up 7 sen.

Hope more to come.

Market Information
Market Data Overview
Market Data Overview
As at 23 Oct 2024 05:04 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
NO NAME MONTH LAST DONE CHANGE VOL (`00) OI
1 FCPO Jan 2025 4,486.0000 +100.0000 48,325 132,141
2 FCPO Dec 2024 4,512.0000 +101.0000 10,171 55,600
3 FCPO Feb 2025 4,441.0000 +96.0000 8,610 31,525
4 FCPO Mar 2025 4,392.0000 +93.0000 8,558 30,163
5 FKLI Oct 2024 1,642.0000 - 3,418 42,657
6 FCPO Apr 2025 4,336.0000 +86.0000 2,842 18,067
7 FCPO Nov 2024 4,560.0000 +110.0000 2,831 17,932

Posted by TheContrarian > 1 month ago | Report Abuse

My Cepatwawasan didn't spike enough.

Posted by Mikecyc > 1 month ago | Report Abuse

Haha KonLee pusing pusing bites Phillip finger le in Yinson …

Posted by Mikecyc > 1 month ago | Report Abuse

Hoho Jtiasa :


Date Price Open High Low Volume

2024-10-23 1.22 1.17 1.24 1.16 13,646,000

2024-10-22 1.15 1.14 1.16 1.13 1,918,400

2024-10-21 1.15 1.16 1.16 1.11 2,997,100

2024-10-18 1.18 1.17 1.19 1.17 2,152,900

Posted by Sslee > 1 month ago | Report Abuse

Aiyoyo Mike-tikus, I am pulling Philip's leg and you are the one bites his leg.

Posted by newbie9893 > 1 month ago | Report Abuse

Wah....FCPO 4511 now, all the plantation counters will fly up to the moon very soon

Posted by newbie9893 > 1 month ago | Report Abuse

FCPO broke 4500, plantation sector will be the next theme to play....buy

Posted by newbie9893 > 1 month ago | Report Abuse

Wah--FCPO hit 4520.....go..go...go

Posted by newbie9893 > 1 month ago | Report Abuse

FCPO 4555...sui sui

Posted by newbie9893 > 1 month ago | Report Abuse

last chance to sapu Jtiasa@1.22, you won't get this price tomorrow...trust me

Posted by newbie9893 > 1 month ago | Report Abuse

all plantation counters slowly up up......buy call

Posted by newbie9893 > 1 month ago | Report Abuse

FCPO 4565...+79, heading to 4600...

Posted by sohaitrader > 1 month ago | Report Abuse

so stable .. indicate super bull coming ...

Posted by sohaitrader > 1 month ago | Report Abuse

wait for one bulk order sapu all 1.24

Posted by newbie9893 > 1 month ago | Report Abuse

please sapu all 1.23, you won't be able to get this price tomorrow

Posted by Income > 1 month ago | Report Abuse

Why so cantekkk?

Posted by Up_down > 1 month ago | Report Abuse

Indonesia government expected CPO production for year 2024 to drop 5% or to 51 million tonnes after badly hit by El Nino.

https://theedgemalaysia.com/node/731120

Posted by newbie9893 > 1 month ago | Report Abuse

Jtiasa in uptrend mode...slowly up but surely

Posted by kl_guy > 1 month ago | Report Abuse

Jtiasa on uptrend to rm1.50 resistance level

Posted by newbie9893 > 1 month ago | Report Abuse

FCPO broke 4600, plantation sector will be the next theme to play....buy....

Posted by Up_down > 1 month ago | Report Abuse

Indonesia government has a plan B50. Hope to implement in 2026.

https://en.antaranews.com/news/330977/need-20-mln-kiloliters-of-cpo-per-year-for-b50-says-govt

Posted by ironrobe3388 > 1 month ago | Report Abuse

game over .

Posted by speakup > 1 month ago | Report Abuse

Game just started bro

Posted by Income > 1 month ago | Report Abuse

Game on!

Posted by Income > 1 month ago | Report Abuse

TP1.59

Posted by Mikecyc > 1 month ago | Report Abuse

Jtiasa


Haha All the Directors are not Substantial shareholders, the Highest is 0.15 % .

Tiong family group ( under many Sdn Bhd ) : 57.18 %

Genine : 14.68 % 👉( keep disposed from August 2023 to July 2024, Balance ard 6 % ) .

Posted by Mikecyc > 1 month ago | Report Abuse

Palm oil planting area vs Production Output in RM :


👉Jtiasa :

Planted Area : 69,589 hectares

FY2023 FFB : 943,924 MT

FY23 yield per prime mature / hectare = 18.64 MT / hectare


( 943,924 / 69,589 = 13.56 , old tree ? 🌴)



👉TSH :

Planted Area : 39,000 hectares

FY2023 FFB : 905,437 MT

FY23 yield per prime mature / hectare = 24.1 MT / hectare

( 905437/ 39000 = 23.33 )


Note :

👉TSH : change in Principle Officer :

> Resignation of Principal Officer : 

A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024



👉Kimloong :

Planted Area : 16,263 hectares

FY2024 FFB : 329,587 MT

FY2024 yield per prime mature / hectare = 21.69 MT / hectare


( 329587 / 16263= 20.27 )

Posted by Mikecyc > 1 month ago | Report Abuse

Haha Jtiasa CPO Production cost is below RM 3000 ( earlier I am posted RM 2800 ) .


吉隆坡25日讯）尽管棕油价格在短期内将持续强劲，但惠誉（Fitch）旗下智库BMI预计，这股势头将在2024年杪消散。

该机构点出，随着拉尼娜现象出现，将带动产量提升，且2024年末季北半球将进入冬季，加上印度提高入口税，可能会冲击需du求。

该机构预计，棕油平均价格在今年内剩余时间，平均价格为每吨3850令吉，至于2025年则为每吨3650令吉。

相比之下，棕油期货如今已攀升至每吨4600令吉以上，为两年多来最高水平。
该机构表示，仅仅是10月份，棕油价格就上涨了14%，主要是埃尔尼诺现象对出口供应造成压力，加上中东地缘政治担忧加剧、令吉小幅贬值，以及全球燃料市场风险溢价上升。

“然而，我们认为，上述看涨的驱动力是有限的，虽说短期内价格会继续走强，但到了2024年将会消散。”

截至今年9月杪，棕油库存为106万吨。
另外，潜在的B50生物柴油推出时间与速度，也可能会对棕油价格带来一定的上行激励。

Posted by Mikecyc > 1 month ago | Report Abuse

Haha why Indonesia is rushing from B35 to B40 to B50 .. one of the reasons is on EUDR :

Postponement of EUDR's entry into application

The Commission is proposing an amendment to the EUDR that would postpone (a) its date of entry into application from 30 December 2024 to 30 December 2025 (and till 30 June 2026 for small and micro-enterprises) and (b) benchmarking deadline to 30 June 2025.

During Indonesia CPO export Banned .. inflation rate is getting High n Cooking Oil price is hike , and need money for Biodiesel subsidise .

Posted by Mikecyc > 1 month ago | Report Abuse

During Indonesia CPO export Banned .. inflation rate is getting High n Cooking Oil price is hike , and need money for Biodiesel subsidise … thus export banned is cancelled.