Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho if drop YoY % like below … is a worrying hidden risks le ! 😱🤔

—-

Posted by jjohnchew > 2 hours ago | Report Abuse

Jtiasa FFB output 2023 vs 2024 :


2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )


—

2023 Nov : 114,287

2023 Oct : 132,551

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho as posted earlier:

Jtiasa FFB Production Output :

> 2002 started replanting:

July-Sept: FFB MT

2019: 425,801

2020: 326,209 ( - 23.4 % vs 2019 )

2021: 195,447 ( - 54 % vs 2019 )

2022: 263,948 ( - 38 % vs 2019 )

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)


> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )



> Compared 2024 July- September to 2023 is reduced by - 4.54 %

> Compared 2024 July- September to 2019 is reduced by - 19.4 % .

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho just recap :

2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )

>>>

> Compared 2024 July- September to 2023 is reduced by - 4.54 %

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho the “ Failed “ story teller said he did not hold any Jtiasa share, why he is so “ Gan Cheong “ le …🤣🤣🤣🤔

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho the “Failed “ story teller oredi failed once in Harta on early 2022 promoted at RM 5.80 blowing he had visited the Factory n knew its Product Cost wow … I am saying ASP shl be started bottoming after March 2022 …

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho KonLee I am started calling this name lo :


I had posted Top Glove TP RM 3.40 on 4/12/2020 …. ard 2 weeks earlier than JPM TP RM 3.50 .

And I did a study on Demand vs Supply of 7 local nitrile gloves companies posted on August 2020 that supply shl be fulfilled demand by netx 12 months from August 2020 .

Posted by G-boy > 2 weeks ago | Report Abuse

we need johnchew/mikecyc to push down jtiasa... 1.3 waiting me to buy
one wave almost 40%...need some pullback..

Posted by Sslee > 2 weeks ago | Report Abuse

PERFORMANCE OF THE MALAYSIAN PALM OIL INDUSTRY, NOVEMBER 2024
OCTOBER(r) NOVEMBER(p) DIFFERENCE
QUANTITY (%)
PRODUCTION (TONNES)
CRUDE PALM OIL
P. Malaysia 968,820 875,818 (93,002) (9.60)
Sabah 434,846 392,760 (42,086) (9.68)
Sarawak 393,682 352,716 (40,966) (10.41)
Total 1,797,348 1,621,294 (176,054) (9.80)
PALM KERNEL 416,058 361,340 (54,718) (13.15)
CRUDE PALM KERNEL OIL 209,148 176,302 (32,846) (15.70)
PALM KERNEL CAKE 232,637 197,095 (35,542) (15.28)
STOCK (TONNES)(s)
CRUDE PALM OIL
P. Malaysia 457,393 392,758 (64,635) (14.13)
Sabah 314,868 355,693 40,825 12.97
Sarawak 171,211 159,043 (12,168) (7.11)
Total 943,472 907,494 (35,978) (3.81)
PROCESSED PALM OIL
P. Malaysia 602,226 572,861 (29,365) (4.88)
Sabah 207,338 208,535 1,197 0.58
Sarawak 132,147 147,277 15,130 11.45
Total 941,711 928,673 (13,038) (1.38)
TOTAL PALM OIL
P. Malaysia 1,059,619 965,619 (94,000) (8.87)
Sabah 522,206 564,228 42,022 8.05
Sarawak 303,358 306,320 2,962 0.98
Total 1,885,183 1,836,167 (49,016) (2.60)

Posted by Sslee > 2 weeks ago | 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 November 2024 as follows:

Product Production
Fresh Fruit Bunches 88,953 metric tonnes
Crude Palm Oil 19,896 metric tonnes
Palm Kernel 4,330 metric tonnes
Logs 9,470 cubic metres
This announcement is dated 10 December 2024.


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 October 2024 as follows:

Product Production
Fresh Fruit Bunches 110,504 metric tonnes
Crude Palm Oil 23,013 metric tonnes
Palm Kernel 5,192 metric tonnes
Logs 11,720 cubic metres

This announcement is dated 11 November 2024.

Posted by Sslee > 2 weeks ago | Report Abuse

Based on
Oct ASP CPO 4146 PK 2773
Nov ASP CPO 4739 PK 3590
Revenue
Oct (23,013X4146 + 5192X 2773) RM 109,694,249
Nov (19,896X4739 + 4330X 3590) RM 109,831,844

Quarter ended 30 Sept 2024
Oil palm revenue RM 253,417,000 and EBITDA RM 147,470,501

Note:
30/09/2024 30/06/2024
RM'000 RM'000
Current Assets
Inventories 106,615 : 48,662

Segmental Information
The financial information in respect of the Group’s business segments for the current financial
period ended 30 September 2024 is as follows:
Oil Palm Timber Others Elimination Total
RM'000 RM'000 RM'000 RM'000 RM'000
REVENUE
External 253,417 17,863 378 - 271,658
Inter segment 226,673 38,592 601 (265,866) -
Total Revenue 480,090 56,455 979 (265,866) 271,658
EBITDA 147,470 501 (1,444) - 146,527
Finance cost (837) (2,095) (20) - (2,952)
Depreciation and
amortisation (31,508) (2,329) (489) -
(34,326)
Segmental result 115,125 (3,923) (1,953) - 109,249
Group admin and
overhead cost (7,898)
Profit before tax 101,351

Posted by Patient Investor > 2 weeks ago | Report Abuse

Oct CPO production -17%
CPO Yield improves 9%
CPO price +15%

Nov CPO production -22%
CPO Yield improves 12%.
CPO price +28%

So profit contribution to upcoming qtr should be better.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho just recap on FFB :

2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )

>>>

> Compared 2024 July- September to 2023 is reduced by - 4.54 %

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho why suddenly FFB output is Reduced so High % ?😱😱😱🤔

Posted by s3phiroth > 2 weeks ago | Report Abuse

Tomorrow limit down?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho I had seen HLT limit up 3 times in a week during Pandemic…

Don’t like to see limit down like sssleee promoted Pump n Dump SCIB blowing TP RM 1.00 by early 2025 ….as the Major is on Forced Sell ….🤣😱🤔

Posted by G-boy > 2 weeks ago | Report Abuse

Sslee. Mike n John really love u gao gao. Keep chasing u from day n night, from Msia to Paris.

Btw fruit drop because high rain.
Every year also same

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho why 2024 Oct- Nov compared to 2023 Oct-Nov FFB output is Reduced So High % le … same same Le as High Raining season le …


—-


Posted by jjohnchew > 1 hour ago | Report Abuse

Hoho just recap on FFB :

2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )

>>>

> Compared 2024 July- September to 2023 is reduced by - 4.54 %

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho u 2 need Sleee to press down the price le as he dare not post the AGM Questions reply ????

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho so is proven le those Plantations under Pulau Bruit which is suitable for Hybrid Rice cultivation… sooner or later shl be Sawah Padi as posted earlier Income is more lucrative compared to 5 hectares Plantation smallholder.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho oh Repost :



Another hidden risk by Hybrid Rice cultivation is on the Income generated compared to Palm Oil plantation smallholders.

Hybrid Rice Cultivation:

👉Abang Johari, who is Gedong assemblyman, also said the Sarawak government has allocated RM30 million to upgrade the irrigation and drainage systems in the paddy cultivation areas concerned.

As for the farmers’ income, he said, it is expected to increase to RM6,400 per hectare per month.

Felda Settlers :

Felda Kota Gelanggi 1 settler, Johari A. Manaf, 81, said he is grateful because the estate he operates has shown vast improvement, as he is now able to harvest about 20 to 25 tons per month.

👉Based on current prices and his 5-hectare (14-acre) palm oil plantation, the report said he is now able to earn between RM20,000 to RM30,000 a month.

Kosmo today reported that the price for fresh fruit bunches (FFB) from January to October this year ranged from RM800 to RM900 per metric ton, before skyrocketing to RM1,200 recently.



👉👉 Illustration :

>> Hybrid Rice Cultivation:

Monthly Income :
RM 6,400 / hectare/ month >>> for 5 hectares is RM 32,000 .

>>> Compared to Palm oil Plantation smallholder:

RM 20,000 to RM 30,000 per month for 5 hectares.

Posted by Sslee > 2 weeks ago | Report Abuse

Nowadays many listed companies do not directly send a copy of answers to your AGM questions and only informed you to refer to their website AGM minutes once it is published.

This is to ensure the information is available to all shareholders at the same times (only those attended the physical AGM will have the advantage of knowing what was disclosed at AGM)

Posted by Sslee > 2 weeks ago | Report Abuse

United Plantation 2023 oil yield 6.11 MT per hectare or about 30MT FFB per hectare per year.

For a 5 hectare to collect 20 to 25 tons per month mean per hectare 48-60 MT FFB per year a better result that any well managed plantation in the world.
Is he read wrongly or is he bullshitting or a better story teller with fake facts and figures?

Felda Settlers :
Felda Kota Gelanggi 1 settler, Johari A. Manaf, 81, said he is grateful because the estate he operates has shown vast improvement, as he is now able to harvest about 20 to 25 tons per month.

👉Based on current prices and his 5-hectare (14-acre) palm oil plantation, the report said he is now able to earn between RM20,000 to RM30,000 a month.

Kosmo today reported that the price for fresh fruit bunches (FFB) from January to October this year ranged from RM800 to RM900 per metric ton, before skyrocketing to RM1,200 recently.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Felda settlers earn up to RM20,000 monthly as oil palm prices surge
By New Straits Times
November 20, 2024 @ 9:43am

JERANTUT: Felda settlers are reaping a windfall, earning up to RM20,000 a month thanks to the surge in oil palm prices.
What is more encouraging for these small holders is that many of them say they are able to harvest more oil palm fruit now compared to a few months ago.

Kosmo today reported that the price for fresh fruit bunches (FFB) from January to October this year ranged from RM800 to RM900 per metric ton, before skyrocketing to RM1,200 recently.

The surge in oil palm fruit prices has provided some relief for settlers allowing them to save money and pay off their various overdue debts.



Felda Kota Gelanggi 1 settler, Johari A. Manaf, 81, said he is grateful because the estate he operates has shown vast improvement, as he is now able to harvest about 20 to 25 tons per month.

Based on current prices and his 5-hectare (14-acre) palm oil plantation, the report said he is now able to earn between RM20,000 to RM30,000 a month.

"Thank God, the price of oil palm has risen significantly, and we can now enjoy a better income," he said, as quoted by Kosmo."

Meanwhile, the Felda Kota Gelanggi 1 settlers head, Abd Rahman Ghani said that the average yield of oil palm for each settler is between 10 tons to 15 tons per month, with an income of around RM10,000 depending on the size of their land.

He said that the price of oil palm is also showing an upward trend over time and may even reach RM1,300 per ton, as seen in previous years.

However, he expressed his concern about the increasing number of oil palm thefts, which has caused anxiety among settlers.
"Currently, a bunch of oil palm fruit can fetch up to RM30, and although this provides a substantial income, I hope settlers will not be wasteful and will practice frugality by saving the money they earn during this harvest," he said.

He also took this opportunity to praise some settlers for using their earnings for meaningful purposes, such as performing umrah, instead of splurging on new cars or other luxuries.

"Most of the settlers are aged 60 to 70 years old, with some reaching 80, and they live with their spouses as their children have already moved elsewhere. Therefore, they don't need to buy new cars or live a flashy lifestyle," he said.

Meanwhile, the Felda Wilayah Jengka Social Bureau Chairman, Razak Daud said even though settlers are earning a lot at the moment, they must be frugal, as oil palm prices will eventually decline again, as they have before.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho referred to FY23 Annual Report:

Oil Palm Plantation
Daro Jaya
Kabang
Lassa
Lepah
Pulau Bruit (Wealth Houses, Eastern Eden & Poh Zhen)
Sawai
Simalau
Hariyama

Posted by Income > 2 weeks ago | Report Abuse

ChewChew,
Don’t cakap banyak tin kosong。 U rewind old old DVD records。
Use less chewing gums🤮🤮🤮

Posted by Income > 2 weeks ago | Report Abuse

Chewchew: 兔子不吃窝边草的规定

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho an illustration:

>> Hybrid Rice Cultivation:

Monthly Income :
RM 6,400 / hectare/ month >>> for 5 hectares is RM 32,000 .

>>> Compared to Palm oil Plantation smallholder:

RM 20,000 to RM 30,000 per month for 5 hectares

👉 Averagely shl be Less than RM 20,000 per month !!!


👉 Felda Kota Gelanggi 1 settler, Johari A. Manaf, 81, said he is grateful because the estate he operates has shown vast improvement, as he is now able to harvest about 20 to 25 tons per month.

Based on current prices and his 5-hectare (14-acre) palm oil plantation, the report said he is now able to earn between RM20,000 to RM30,000 a month.

"Thank God, the price of oil palm has risen significantly, and we can now enjoy a better income," he said, as quoted by Kosmo."

Meanwhile, the Felda Kota Gelanggi 1 settlers head, Abd Rahman Ghani said that the average yield of oil palm for each settler is between 10 tons to 15 tons per month, with an income of around RM10,000 depending on the size of their land.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho so it’s much more lucrative in Return for Plantations in Pulau Bruit to switch to Hybrid Rice cultivation…

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Sarawak state gov Vision n Mission on Hybrid Rice :

SARAWAK CAN ATTAIN RICE SELF-SUFFICIENCY IN FIVE YEARS

KUCHING: The Sarawak government is actively promoting the cultivation of hybrid paddy using modern agricultural techniques to bolster the state’s rice production and achieve self-sufficiency within the next three to five years.



Premier Datuk Patinggi Tan Sri Abang Johari Tun Openg said this was to ensure an adequate rice supply for the state’s population, thereby reducing dependency on imported rice, which is susceptible to price fluctuations due to foreign exchange rates.

By harnessing modern technology and cultivating hybrid paddy, he said, Sarawak could not only meet its domestic rice demand but also potentially become an exporter.



“It is my hope to see that Sarawak is able to attain self-sufficiency in rice production by the year 2027 to 2030, with the possibility of starting rice exports as well as other downstream activities,” he said.

Posted by sohaitrader > 2 weeks ago | Report Abuse

get the fxxk out here la jjohnchew.. just hold tight on jtiasa.. next wave coming .. betul sohxx..

Posted by Investor128 > 2 weeks ago | Report Abuse

The huge drop in FFB production in Nov24 is a huge unexpected event

Posted by s3phiroth > 2 weeks ago | Report Abuse

the whole malaysia ffb production last month dropped by 10%. So i think it is everyone else's problem. It is normal cycle of palm oil tree isnt it?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho >>>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.

Posted by Investor128 > 2 weeks ago | Report Abuse

At 80,000+ MT, EPS probably around 2 .5sen x 4 = 10 sen x PE 10 times = RM1.00

Hope production recover in dec24

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho on derived TG TP RM 3.4 posted on 4/12/2020 … I am also using TG before Pandemic Net Profit ( with intermediate added % ) n PE .

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho the FFB output Reduction :

1.) it shl be started First from the Reduction of outsourcing FFB % … as posted earlier FY23 is 10 % … FY24 is expected 20 % …

2.) Then the FFB output Reduction shl be from the Old Trees .

Question now to be replanted at 20 years age or 25 years age or 30 years age !!!

3.) Plantations planted Area is Reducing due to Rented Land and Maturity of Leased Land , especially in Pulau Bruit and Daro District under Mukah Division.



>>> Sarawak aims for self-sufficiency in rice cultivation
Monday, 02 Dec 2024


KUCHING: The Sarawak government is going full steam ahead on large-scale rice cultivation, with RM1bil approved for farm infrastructure such as advanced drainage and irrigation system.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho on TA :

RHB Investment Research Reports
Trading Stocks - Jaya Tiasa

rhbinvest

Publish date: Fri, 29 Nov 2024, 12:20 PM

Tiasa is eyeing to extend the bullish trajectory after breaking past the resistance on high volume. The counter has charted a long white candlestick and closed above the MYR1.25 resistance, showing strong bullish momentum is in play. Riding on the momentum, the stock should continue the upside movement towards MYR1.35, followed by the MYR1.45 level. On the downside, falling below the MYR1.15 support will resume the correction phase.

Source: RHB Securities Research - 29 Nov 2024

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Story Teller Syndicate pls “ Jia Yu “ ..

Go Go Go Jtiasa… Sky is the limit !🤣🤫

Price : 1.44

VWAP : 1.434

Volume: 3.04 million

RSI(14)Neutral 67.6
Stochastic(14)Neutral 78.6
Average Volume (3M)5,989,000
Relative Volume0.5

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho someone forgotten to Thanks the Serba Story Teller on the price Up from 1.18 to 1.53 le … 👍👏🙏🤣

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho see it’s considered Limit Up le almost 30 % … Not limit down le …

Posted by Philip ( buy what you understand) > 2 weeks ago | Report Abuse

Still want to talk so much? You tell so many story of Jaks also never go up, and now don't even dare to share what stock you are holding because you scared people will expose you for the loser you are

Posted by G-boy > 2 weeks ago | Report Abuse

haha..if u argue with chewchew, your life will shorten...
just let it go...

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho see someone forgotten to thanks the “ Failed “ Serba Story Teller for Jtiasa price Up from 1.18 to 1.53 .. getting madd liaw !🤣

See as Usual No Facts n Figures on Jtiasa, only talk again on Jaks .. then said I am started to talk on Jaks .. looks like cannot afford the “ Most Expensive “ mirror!🤣… just like what I read someone post that how got the initial investment capital…

Why is “ Failed “ Story Teller :

1.) Failed in Serba ( is Delisted ) : promoted with 🐍n 🐉 story even is in Account fraud !😱

2.) Twisting on Serba subsidiaries ( that time I did not knew he is Serba Promoter).

3.) Failed in Harta at Rm 5.80 on early 2022 .. said he knew the Product costs after Visited the Harta Plant .. I said ASP shl be Bottoming after March 2022 ... only Recently on 2024 started with some profit after Averaging Down n Dividend payout !

4.) Story Teller said did not hold any Jtiasa shares…!🤣


Just a “Failed “ Story Teller.. Buy What U Not Understand !!! 🤣

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Story Teller n KonLee pls push harder le .. don’t be lazyy le … Up Up n Away … Sky is the limit !👍👏🤫

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho looks like the Goreng are Trapped liaw … after 5.00 pm shl post the facts !

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho IB PDT/ PSS is in Action yesterday:

Jtiasa Short Position



10/12 /2024

RSS : 0

IDSS : 204,200

Total : 204,200

Total Net Short Position = 1,582,700 ( is Reduced 7,455,400 )


28/11/2024

RSS : 0

IDSS : 90,000

Total : 90,000

Total Net Short Position = 9,038,100 ( increased by 307,700 )

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho there is One Call Warrant which is Maturity on 13/1/2025 …

Exercise Price 1.30

What is the Warrant Price now ???

Posted by Up_down > 2 weeks ago | Report Abuse

Double top?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho KonLee need to Thanks the Failed Story Teller also as he said yr Cost is ard RM 0.60 …

Is this the usual Trap u set up for u to escape stucked High since u r doubleHead 🐍in Yinson n Pchem ??? 👍👏🤫🤔

Posted by Sslee > 2 weeks ago | Report Abuse

Me again my thousand thanks to Mike-tikus for talking down the price so that I can collect/average up a lot more at RM 1.05 to 1.20 range