Daro Plantation : 9,841 hectares (Bumi Daro yang luas membahagikan Daro kepada dua bahagian utama iaitu di bahagian tanah besar dan bahagian pulau yang dikenali sebagai Pulau Bruit.)
1.) as posted earlier, SDG is RSPO certified where as Jtiasa is MSPO certified !
2.) as posted earlier , SDG plans to employ 100% local workers by the end of 2027 with a minimum wage of RM3,000.
SDG is currently advancing works in innovative harvesting machines for the future, including unmanned ground vehicles (UGV), drones, robotics arms, and detection systems to be used in its plantations.
👉 Question : Asked earlier to Konartist sslleee what improvements had been done / taking by Jtiasa ? No reply is Nil ke !!
3.)
SGD : Current Ratio 1.18 Debt-Equity (DE) Ratio 0.69 FCF Yield -0.3 %
Jtiasa : Current Ratio 2.73 Debt-Equity (DE) Ratio 0.34 FCF Yield 20.22 %
Jaks : Current Ratio 1.04 Debt-Equity (DE) Ratio 0.64 FCF Yield 0.81 %
👉 Question: Konartist sslleee is SGD having Cash Flow issues as FCF Yield is - 0.3 % compared to Jaks + 0.81 %
—-
Posted by pang72 > 2 hours ago| Report Abuse
SIME plant up 6.5% to $4.90 FF coming to plantation... I guess...
Haha Conartist Callvin still dumb dumb promoting TSH even so many Principle Officers r Resigned .. must be Trapped High like Konartist Sslleee in Jtiasa:
TSH : change in Principle Officer :
2) 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 ….
Haha Recap on why Indonesia is urgent to implement Biodiesel from B35 to B40 to B50 by 2025-2026 :
1.) 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.
2.) Indonesia is the world's largest exporter of palm oil. In 2023, its total palm oil exports amounted to 27.5 million metric tons, indicating a slight increase from the previous year.
3.) In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022.
4.) Indonesia, the world's largest palm oil producer, likely consumed 11.9 million mt, or 26.6% of its total production, of the vegetable oil as a biodiesel feedstock in the marketing year 2022-23 (October-September), according to a US Foreign Agricultural Service report released August 2023.
For MY 2023-24, the agency expects Indonesia's industrial use of its palm oil supply to rise to 12.7 million mt, or 27.6% of its production for the year.
👉Question :
1.) If Indonesia is restricted to export CPO to EU , what is the impact to the CPO exporters ?
2.) Why TSH FY21 Top 3 n Top 4 substantial shareholders Top 3 Tunas with 4.92 % n Top 4 Embun Yakin with 4.88 % disposed the shares during 2022 price Uptrend ?
3.) Why TSH following Principle Officers Resigned:
>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
4.) Why Jtiasa 2nd Major shareholder Genine : 14.68 % keep disposed share until balance 6 % .
👉 Genine started disposed 8.68 % share from August 2023 to July 2024 … ie : RM 0.84 to RM 1.53 to RM 1.10.
5.) Jtiasa FFB production output is reduced significantly compared to 2019 :
Haha during Conartist Callvin blowing Indonesia Biodiesel B100 in TSH … I had posted an Indonesia article that the cost is too high as per the small volume experiment !
Indonesia oredi facing funding issues on the new capital city IKN …
Haha let’s see Indonesia B40 is launched in January 2025 ?
This initiative is set to launch in January 2025, marking a key transition from the current B35 standard. B40 biodiesel is a blend comprising 40% palm oil-based biodiesel and 60% fossil fuel. As the world's leading user of biodiesel, Indonesia has established itself as a pioneer in this field.
Haha Palm oil trees 20 years age is considered old trees … need Replanting latest by 25 years age .
TSH : average Trees age 13.4 years … Jtiasa : average Trees age 14.0 years …
👉 see Public Invest Research on TSH article:
👉Jtiasa :
All our palm trees have matured. Out of the Group's total planted area of 69,589 hectares, about 3% of the palms are more than 18 years of age. The average age of palms is 14 years, which is within the prime production bracket.
👉TSH :
PublicInvest ceases coverage on TSH Resource due to slow growth, sluggish FFB yield By Faiqah Kamaruddin May 21, 2024 @ 11:02am
KUALA LUMPUR: Public Investment Bank (PublicInvest) is ceasing its coverage of TSH Resources Bhd due to the company's limited growth prospects and sluggish fresh-fruit bunches (FFB) yield. The firm said it is reallocating its internal sources to other sectors.
Investors should no longer depend on any of our financial forecasts for TSH Resources in making investment decisions, nor infer any adverse opinion as a result of our decision to cease research coverage," said PublicInvest.
In a research note today, PublicInvest said FFB production growth is anticipated to be subdued this year due to the sale of plantation assets in Indonesia and Sabah (13,214 hectares) over the past two years.
"Additionally, the average age of the plantations is increasing (currently 13.4 years old), and FFB yield remains low due to insufficient replanting activities in recent years," PublicInvest said.
Haha will Jtiasa be like TSH ke 👉 ( Public Investment Bank (PublicInvest) is ceasing its coverage of TSH Resources Bhd due to the company's limited growth prospects and sluggish fresh-fruit bunches (FFB) yield. The firm said it is reallocating its internal sources to other sectors.)
1.) TSH : average Trees age 13.4 years …
Jtiasa : average Trees age 14.0 years …
2.) In a research note today, PublicInvest said FFB production growth is anticipated to be subdued this year due to the sale of plantation assets in Indonesia and Sabah (13,214 hectares) over the past two years.
"Additionally, the average age of the plantations is increasing (currently 13.4 years old), and FFB yield remains low due to insufficient replanting activities in recent years," PublicInvest said.
👉 Jtiasa rented land ( 76 % of total planted Area ) is reduced 11.35 % from FY23 to FY24 !😱
👉 Jtiasa recently QR showed that there is Leased Land being Terminated !😱
Haha Cold Eye like eagle eyes invested on Jtiasa at the right Timing started FY22. But he also has eagle eyes when to unloading as he said will not buy those stocks with SLOW returns ! 👍
Not like Buy What u Not understand Serba snake n dragon story teller bought Harta at High price , promoted at RM 5.80 on early 2022 saying knew the Product cost ( after visited the Plant 🤣🤔) , didn’t know the ASP movement !
Bought WHD 55 % shares on July 2023 … Teruk nya lagi hidden risk !
JV with Jtiasa group since 2004 to develop the Land .. until 2023 no money on Replanting ke .. so sold 55 % shares !🤣🤔
Alamak , lagi teruk :
👉Jaya Tiasa has obtained an annual shareholders’ mandate to engage in recurrent related party transactions with WHD, specifically pertaining to the 👉 premium payable by Erajaya to WHD for fresh fruit bunch sales.
Lagi lagi teruk … nampak tak Sslleee Tikuss mata :
👉Under the agreement, Jaya Tiasa will purchase a 25% stake from Tiong Toh Siong Holdings Sdn Bhd, 18% from Tiong Toh Siong Enterprises Sdn Bhd, and 12% from Knightbridge Venture Sdn Bhd.
The transaction is classified as a related party deal due to the involvement of certain directors and Tan Sri Tiong Hiew King, a major shareholder in Jaya Tiasa.
👉Apart from the estimated replanting cost of approximately RM44 million over three years, no additional financial commitments are expected from Jaya Tiasa in relation to this acquisition
——
Posted by Sslee > 15 hours ago | Report Abuse Again proven Mike-tikus only know how to cut and paste without knowing what he paste. Wealth Houses Plantation 6,000 (Ha) KUALA LUMPUR (July 4): Jaya Tiasa Holdings Bhd is acquiring 825,000 shares or a 55% stake in Wealth Houses Development Sdn Bhd (WHD) for RM52.25 million
Haha I am so shock to learn that recently Buy What U Not Understand still promoting Serba even knew Serba is in Account Fraud with telling “ Snake n Dragon story “ ! 🤣🤔
During he posted screenshot of Serba subsidiaries, I found the variance between the screenshot n his thread. Konartist sslleee defended him before he reply !
Konartist sslleee dumb dumb hold Xingquin until is delisted on September 2019 even knew is in Account Fraud!
Then he approached me 1st in Netx on 2020 .. telling lies to bail out Stockraider.. then directing the Wayang script on Insas RI with WC !
Haha wow Konartist Sslleee is an “ Attention Seeker “ .., approached me 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …
Then Konartist Sslleee said Raider Win 1 Myvi in Netx RI .. Raider said Win 2 Myvi… both blowing bla bla bla clon the Wayang Script on Insas-PB and WC …
After Konartist Sslleee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .
During stock bet : Tunepro 0.45 on 10/3/21 , cut win 0.49 on 12/3/21 after 2 days - Why ? .. Lee Kon gang Probability aka VictorYong in Tunepro since Jun 2020.
>> Lee Posted in Insas on Jan 2022 that sold Tunepro after 2 years ..
Any reason/reasons why should I answer any of your inconsequential question/questions on jayatiasa when Jayatiasa management already give below figures and facts:
As for you still no bola to answer a simple question from Philip? How many million shares of Jaks are you currently holding?
Budget FYE2025 FFB production 1,211,852 MT
Jayatiasa plantation EBITDA for FYE 30/6/2024 is RM 414 million. FFB production: 1,155,478 MT Or CPO 228,631MT + PK 52,399MT
Plantation Revenue per MT FFB = 957,886,000/1,155,478 = RM 829.00 EBITDA per MT FFB= 414,132,000/1,155,478= RM 358.41 Direct cost = 829-358 = RM 470.59 per MT FFB
Segmental Information The financial information in respect of the Group’s business segments for the current financial year ended 30 June 2024 is as follows: Oil Palm Timber Others Elimination Total RM'000 RM'000 RM'000 RM'000 RM'000 REVENUE External 957,886 56,589 1,317 1,015,792 Inter segment 720,949 83,663 3,320 (807,932) - Total Revenue 1,678,835 140,252 4,637 (807,932) 1,015,792 EBITDA 414,132 (20,520) (1,598) - 392,014 Finance cost (9,998) (8,352) (111) - (18,461) Depreciation and amortisation (125,588) (10,067) (2,051) - (137,706) Segmental result 278,546 (38,939) (3,760) - 235,847 Group admin and overhead cost (27,064) Other expenses (2,190) Profit before tax 206,593
Haha a Konartist is best in Pretending , Twisting and Diverting facts n figures, telling lies by lies …Setup Trap :
1.) Pretending : After dumb dumb hold Xingquin until is delisted on 2019 even in Account Fraud… said did not sell as worried if sold to those cannot afford !
Someone had exposed his possible reason !
2.) Lies by Lies as posted earlier!
3.) Setup Trap : During Insas at low price range ard RM 0.80 .. setup a ROI competition ( 1 year period) Trap on June 2023 … invited Sifu Sifu to participate!
Haha since Konartist sslleee approached me 1st in Netx on 2020 … this is the 1st time he repeatedly shouting TP with over 52W H RM 1.53 ..
And he and his Kon gang had tried many ways to prevent me from posting in this forum… seems he is Trapped High … same as Conartist Callvin is Trapped High in TSH !
Haha wow Konartist Sslleee is an “ Attention Seeker “ .., approached me 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …
Then Konartist Sslleee said Raider Win 1 Myvi in Netx RI .. Raider said Win 2 Myvi… both blowing bla bla bla clon the Wayang Script on Insas-PB and WC …
After Konartist Sslleee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .
1.) Conartist Callvin : said here Bodo editor ( financial) , Bodo Remisier n Bodo ppl during Promoting Netx !
2.) SCIB promoting partner Koni3lurkker, half way changed name to Balia … said here Pariaaa country, ppl n food !
3.) Ularsawa ( ori id Dragonslayer in Netx n Sumatec , is banned permanently) .
KonartistLee used to shout “ 🐍sawa come to X forum to rescue him “
Also is one of the 3 member of Kacukan Tippu whom Tippu telegram newbies membership fees RM 100 !😱
4.) TinKosong KonpetHuang .. used aka similar n abusive id to post abusive n unethical comments!
The aka id MrHuangbk is banned permanently at recently !👍
5.) Konartist Abang Stockraider in Netx n Insas wayang .. after cursed forumers family in Bjcorp forum , n always cursed Netx forumer Dive into Sg Klang … oredi Missing in Action liaw … the curse arrow U-Turn shot on him … karma le !
6.) Income whom posted wifeyy ran away with forumer …said is BlowerPhang younger sibling wow !🤔
7.) Kon gang in Tunepro , Netx , Pasukhas, Hengyuan, Petronm : Probability aka Victoryong n Good123 … will post n delete own posts !
Haha during KonartistLee promoting Hengyuan in Insas at RM 7.00 .. I said is on Point 1 ( Peak range ) … ethical Sifu 3iii said Market is on Sale !
Hope the Konartist not taking the wrong medicine as usual , avoid toxic Indonesia land !
Posted by Sslee > hours ago | Report Abuse Repost: Mike-tikus again name-dropping without even able to prove it for attention seeking. He must be high on drug to even suggest I approached him 1st in Next on 2020.
Haha after Thailand is banned CPO export … just the chain effects…
Earlier Malaysia export duties highest is 8 % .. Effective from 1 November the highest is 10 % !
QR ended December 2024 shl be affected !
USD to MYR Chart -8.19% (1Y) US Dollar to Malaysian Ringgit
1 USD = 4.38105 MYR Nov 2, 2024 at 04:27 UTC
Malaysia and Indonesia hiking export taxes Published 29th October, 2024
Higher export duties set to be introduced by leading palm oil producers Malaysia and Indonesia are expected to increase demand for the commodity, according to a report by The Star.
Effective from 1 November, Malaysian crude palm oil (CPO) prices of between RM3,601-RM3,750 (US$828-US$862)/tonne would be subject to an export duty rate of 8.5%. Prices ranging from RM3,751-RM3,900 (US$862-US$897) would be taxed at 9%; RM3,901-RM4,050 (US$897-US$931) at 9.5% and more than RM4,050 (US$931) at 10%, the 24 October report said.
Haha at least forumers can learn from Mr K2Y intention on Take Over Jaks with 30 % on 2017/2018 during Jaks is facing difficulty with Star on Pacific Star project that incurred Losses n Legal trial for 6 years … that he said if he is in the BOD , he will proposed expand Jaks business in Vietnam on Mega Shopping Mall !
The intention is failed by the current CEO , instead he steered Jaks successfully diversified into Power industry on January 2021 .. Vietnam Power Plant 1200 MW , EPCC RM 7.2 billion..
Rrpost from Yinson forum Mike-tikus, Yinson EBITDA is expected to reach about USD 1 billion annually from 2026.
Free cash flow after repaying debt and interest to reach USD 200 – USD 300 million annually from 2026 onwards, based on today’s interest rates
Mike-tikus you better sell your jaks and buy Yinson. Yinson FCF USD 200 – USD 300 million 2026 onward while you need to wait till 2030 for jaks FCF to turn positive
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
pang72
51,622 posts
Posted by pang72 > 3 weeks ago | Report Abuse
JTIASA is extremely cheap. Of course come back and all in liao la...
But, not hdds jcy. Notion and DUFU..... Or those high PE tech stocks