Posted by Ven Felix > 2016-04-06 20:38 | Report Abuse

Did Dato Tiong give Ang Pao ? hehe , juz joke.

Posted by Ven Felix > 2016-04-06 20:40 | Report Abuse

Dato Tion has a big vision, juz like Robert gor. Very hard to make $$ from his counter. But, his company wont gulung tikar one.

Posted by Ring > 2016-04-06 20:47 | Report Abuse

In peninsular UP/Klk gets about 25-28 mt ffb yield whereas Sime/Felda giants with more then million hectares are getting only 20mt. Big issues here, Mgrs must spend 8 hrs on field supervision otherwise it is good as closing d industry.

Posted by Sibu_Lan > 2016-04-06 21:20 | Report Abuse

我是来自诗巫SIBU的，目前去SARIKEI， 再跑MUKAH，BINTULU，MIRI，全程几乎都很顺畅，我完全无法感受到，就算PAN BORNEO（不过是扩建 nia），可以为我带来什么好处。更何况是JTIASA。 你们没到过SIBU吧，根本都不了解。。。

PANBORNEO ..**建**，好像等于**没建**

除非去建条沿海大道，则另当别论 WHAT SAY YOU?

Posted by darrenliew > 2016-04-07 12:40 | Report Abuse

NEED FOR A BALANCED PERSPECTIVE

THE PROSPECTS AND PROFITABILITY OF A COMPANY GENERALLY DEPENDS ON 2 MAIN FACTORS:- (1) PRICE FOR ITS PRODUCTS
(2) PRODUCTION OR OUTPUT

WHEN BOTH ARE POSITIVE, SALES REVENUE AND PROFITS WILL INCREASE.
IF BOTH ARE DOWN, THEN PROSPECTS WILL DECLINE.

EVEN IF ONE FACTOR HAD INCREASED BUT THE OTHER FACTOR IS DECREASED, THEN THE PROSPECTS MAY NOT IMPROVE. IT MAY EVEN DETERIORATE.

WHILE ITS TRUE THAT CPO PRICES HAD INCREASED DUE TO EL NINO'S EFFECT IN REDUCING THE SUPPLIES OF OIL PALM PRODUCTS IN THE WORLD MARKETS, WE MUST ALSO CONSIDER EL NINO'S NEGATIVE IMPACT ON THE PRODUCTION OF THE COMPANY'S PLANTATION PRODUCTION. IF ITS PRODUCTION IS ADVERSELY AFFECTED, THEN THE HIGHER CPO PRICES MAY NOT BENEFIT IT MUCH (PRICES ARE HIGHER BUT IT HAS LESS TO SELL).

JUST FOR THE SHARING OF MARKET INFO BASED ON THE MONTHLY REPORTS TO BURSA,:-

JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of October 2015 are as follows :-
1) Log - 70,735 cubic metres
2) Fresh Fruit Bunches - 95,599 metric tonnes
3) Crude Palm Oil - 12,911 metric tonnes
4) Palm Kemel - 1,974 metric tonnes
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of November 2015 are as follows :-
1) Log - 85,053 cubic metres
2) Fresh Fruit Bunches - 73,039 metric tonnes
3) Crude Palm Oil - 8,839 metric tonnes
4) Palm Kernel - 1,467 metric tonnes
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of December 2015 are as follows :-
1) Log - 64,325 cubic metres
2) Fresh Fruit Bunches - 65,391 metric tonnes
3) Crude Palm Oil - 8,707 metric tonnes
4) Palm Kernel - 1,477 metric tonnes
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of January 2016 are as follows :-
1) Log - 45,420 cubic metres
2) Fresh Fruit Bunches - 52,753 metric tonnes
3) Crude Palm Oil - 7,187 metric tonnes
4) Palm Kernel - 1,185 metric tonnes
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of February 2016 are as follows :-
1) Log - 46,565 cubic metres
2) Fresh Fruit Bunches - 48,645 metric tonnes
3) Crude Palm Oil - 6,789 metric tonnes
4) Palm Kernel - 1,160 metric tonnes

Disclaimer

The content published is solely for information and personal use only. It should not be construed to be, any advice, recommendation, offer or invitation to buy or sell any securities, futures contracts or any other instrument. Readers should seek independent advice from their own professional advisers (including legal, tax, financial and accounting) as to the risks and merits before entering into any transaction pursuant to or in reliance on any information here.

The content published above shall only be for your sole and personal non-professional use. No guarantee is given on the accuracy or completeness of the information published here. No warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on such information

Posted by Ring > 2016-04-07 12:58 | Report Abuse

Find out whether Jtiasa mgr spend 8 hrs of field supervision.

Posted by power88 > 2016-04-07 21:08 | Report Abuse

1.50-1.52 strong support

Posted by Ring > 2016-04-07 21:12 | Report Abuse

Obviously excellent report as compared to last year.

Posted by darrenliew > 2016-04-07 21:56 | Report Abuse

CPO PRICE UPTREND IS POSITIVE.
BUT ITS DECLINING PRODUCTIONS OVER THE
LAST FEW MONTHS (PER REPORTS ABOVE)
IS A NEGATIVE FACTOR

Posted by calvintaneng > 2016-04-07 21:59 | Report Abuse

Posted by darrenliew > Apr 7, 2016 09:56 PM | Report Abuse

CPO PRICE UPTREND IS POSITIVE.
BUT ITS DECLINING PRODUCTIONS OVER THE
LAST FEW MONTHS (PER REPORTS ABOVE)
IS A NEGATIVE FACTOR

Calvin replies,

THE BEST IS YET TO COME.

FROM MAY TO NOVEMBER 2016 EXPECT A VERY BOUNTIFUL HARVEST OF FFB!

JUST BUY UP ALL AVAILABLE JTIASA NOW AND HOLD THROUGH 2016, 17 & 18

UNTIL PRICE TOUCHES RM2.70.

Posted by moneySIFU > 2016-04-08 09:49 | Report Abuse

Hi Calvintaneng, you have been actively writing articles recommending some good stocks & share your findings to us way before 2015.

Any reason to withhold you back from participate stock pick 2016?

And even you did not manage to participate, why not create a portfolio to share with you how great you are in selecting good stocks?

Posted by Fam Jenny > 2016-04-08 15:07 | Report Abuse

Not forget to mention, Calvin Tan Eng Yee is the person who advocate ARMADA @ RM 1.30,
See what the price of ARMADA now?

All your gains in SUPER, KHEESAN, etc, etc is erased in ARMADA, ALAM, etc.
Thank you.

Posted by speakup > 2016-04-08 15:12 | Report Abuse

Fam dont lar scold Calvin. In fact, those who follow Calvin buy PMCORP last time made good money. I myself earned a few years of chocolates from PMCORP last time.

Posted by Shadows > 2016-04-08 18:17 | Report Abuse

Aduh.. Calvin is not God and got everything perfect. Investor is learning from mistake. Trade at own risk.

Posted by gorengayam > 2016-04-08 20:18 | Report Abuse

OMG...Palm Oil Prices goes up from RM2200 to RM2750 because RM Exchange rate from 3.2 goes to 4.3

Now reverse is happening, to compete when RM goes from 4.3 to 3.9, it is correcting....soon. It has to price at least US cents 2 to 5 per lb lower than soybean oil else export will decline. Now IOI & IOI Loder Croklaan under seige from RSPO issues, Unilever etc switching, exports going to be hit....

Posted by cstrader > 2016-04-08 21:23 | Report Abuse

Calvin correct. Long term TP 3.00 - but for short term collect TP 1.70

Posted by power88 > 2016-04-10 10:46 | Report Abuse

once quater result out, one step up...1.80

Posted by zhao > 2016-04-10 15:27 | Report Abuse

I believe this counter can fly...dont worry be happy.wakaka

Posted by ring > 2016-04-11 09:21 | Report Abuse

Yes 1.800000000

Posted by Shadows > 2016-04-11 12:41 | Report Abuse

http://www.thestar.com.my/news/nation/2016/04/11/beetle-may-destroy-palm-oil-sector-red-palm-weevil-infestations-threaten-to-wipe-out-local-plantatio/

Posted by darrenliew > 2016-04-11 12:44 | Report Abuse

convinced good bcos latest production report for March 2016 was very good.with significant all round increases in output . Calvin was correct in his analysis that Jiatisas productions will go up a lot .
NOW WE HAVE BOTH POSITIVE CPO PRICE UPTREND AS WELL AS UPTREND IN PRODUCTIONS = jumps in profits

Posted by darrenliew > 2016-04-11 14:29 | Report Abuse

GOOD FOR JTIASA WHICH HAS ITS OIL PALM PLANTATIONS IN SARAWAK (LEAST AFFECTED IN PRODUCTION BY EL NINO)
IN FACT LATEST MARCH MONTH'S PRODUCTION REPORT BY JTIASA CONFIRMED SIGNIFICANT INCREASES.
POSITIVE IMPLICATION POINTS TO MUCH HIGHER PROFITS RIDING ON BOTH HIGHER OUTPUTS + HIGHER PRICES

Posted by darrenliew > 2016-04-12 09:04 | Report Abuse

GOOD NEXT Q RESULTS N SUBSEQUENT PROFITS WILL BE BETTER :-
UPTREND IN CPO PRICES
TURNAROUND IN PRODUCTION FROM LAST MONTH N EXPECTED TO CONTINUE
BOTH UPTRENDS IN PRICE AND PRODUCTION = HIGHER PROFITS
BOOSTED BY MINIMAL CAPEX AS NO MORE NEW PLANTING(completed)
ITS BIG TIMBER PRODUCTION ALSO DOING WELL
HIGHER DIVIDENDS LIKELY DUE TO BETTER PROFITS N BETTER CASH FLOW (mininal CAPEX)

Posted by ring > 2016-04-12 10:01 | Report Abuse

Breakfast briefing: Tuesday, April 12
http://www.thestar.com.my/business/business-news/2016/04/12/breakfast-briefing-april-12/

Posted by power88 > 2016-04-12 10:47 | Report Abuse

need push..1.50~1.51 looks stuck...

Posted by darrenliew > 2016-04-12 11:20 | Report Abuse

SAFELY LOCKED IN MY PURCHASES TO RIDE ON ITS PRICE UPTREND SUPPORTED BY THE COMBINED POSITIVE OF ITS NOW SYNCONISED UPTREND IN BOTH CPO PRICE + OUTPUTS

Posted by jqx535499 > 2016-04-12 13:09 | Report Abuse

Kaunter k1 sudah lantik non excutive director( NED) yg berpengalaman luas pd 11.4.2016 anita Chew Cheng Im - lulusan elonomi dan acounting monash univercity trt.juga director Notion vtec, mk land melaka dan yi lai listing company. Biasa NED pr NXN dilantik bg tujuan memberi nasihat kepada board of director hadir pada setiap kali.meeting dan dibayar mengikut perkhidmatannya tapi bukan digaji tetap. Punyai tanggungjawab mengikut undang2. Dilihat membantu usaha k1 pindah ke main board. Para share holder tunggu aja jadi.orang berada. Beli harga murah. Perlantikan ini memberi impak kpd kenaikkan skrg. Happy trading.

Posted by power88 > 2016-04-13 09:11 | Report Abuse

Business
CPO stockpile dips below two million tonne mark
April 13, 2016, Wednesday Ronnie Teo, ronnieteo@theborneopost.com

KUCHING: Malaysia’s palm oil stockpile in March 2016 fell below the two million tonne benchmark for the first time in 12 months, signifying strong exports and high domestic consumption.

TO note, Malaysian Palm Oil Board’s March stockpile fell to 1.89 million tonnes – dropping 13.1 per cent month on month — for the first time after staying above two million tonnes benchmark for 12 months. This beat market expectation of 1.95 million tonnes.

MIDF Amanah Investment Bank Bhd (MIDF Research) noted that this was likely caused by the “Super El Nino Impact” which has dried up CPO inventory by 35 per cent or 1.02 million metric tonnes (MT) in a short span of four months.

“Inventory numbers have so far shown only half the power of what a Super El Nino Impact can do,” it detailled in a report yesterday. “It is worth to take note that the current “Super El Nino Impact” has taken away 1.02 million MT of palm oil inventory in a short period of four months.

“Recall that the inventory level was 2.91 million MT in November 2015 and it has now tumbled by 35 per cent to 1.89 million MT. Still, the worse for CPO production is not over as we expect the Super El Nino Impact to live on for another seven months.

“We maintain our view that CPO price should surge to RM3,000 per MT by end-June as inventory is expected to drop to the critical level of 1.50 million MT.”

MIDF Research went on to observe that the “Super El Nino” is dying, but its impact is still young.

“We believe that the market needs to differentiate “Super El Nino” from the “Super El Nino Impact” due to the six-month lagged impact of dry weather on CPO production,” the house explained.

“In our view, the “Super El Nino Impact” has caused March’s production of 1.22 million MT to be 12 per cent below the average of 1.39 million MT for March in the past five years.

“Although the current Super El Nino is expected to weaken soon by the Australian Bureau of Meteorology, the damage caused by the Super El Nino Impact is only halfway through. The “Super El Nino Impact” has started only from November 2015 and is now in its fifth month.

“As the Super El Nino lasted about from May 2015 to April 2016, the current Super El Nino Impact is still young and we believe that the tree stress impact is likely to continue until October 2016.”

Recall that Australia Bureau of Meteorology officially announced El Nino condition on 12-May-2015 and the current El Nino is rated as one of the strongest in history, it said.

This was on the back of stronger-than-expected rebound in CPO production, added Hong Leong Investment Bank Bhd (HLIB Research), as March’s CPO production of 1.22 million tonnes which was above market expectation of 1.13 million tonnes.

“CPO production has begun to pick up after the low production season but it was still down 18.4 per cent year on year due to the lagged El Nino impact,” it observed in a separate note.

“Going into 2Q16, we expect production to continue to rise and reach its peak in 3Q16. Besides, recent dry weather in Malaysia especially Sabah could have impact on production in 4Q16.”

HLIB Research expects a gradual pick up in palm oil exports as demand for palm oil would be better post winter season and for preparation of the upcoming Ramadhan festive season in 3Q16.

“However, April 2016’s palm oil exports are likely to be weak as exporters rushed to shipments in March 16 before the resumption of CPO export tax in April 2016,” it highlighted.

“According to Intertek, exports in April 1 to 10 were down by two per cent month on month to 320,990 tonnes. Besides, narrowing discount gap to soybean oil price would prompt price-sensitive countries such as India and Pakistan to switch to soybean oil.

“CPO price is likely to remain high in the current quarter as inventory continues to be drawn down on low production as well as better festive demand in the coming months.

“We maintain neutral on the sector with unchanged CPO price assumption of RM2,400 per tonne for 2016.”



Read more: http://www.theborneopost.com/2016/04/13/cpo-stockpile-dips-below-two-million-tonne-mark/#ixzz45fGqzLGt

Posted by power88 > 2016-04-13 09:16 | Report Abuse

price still cheap 1.50... time to collect Jtiasa before move to next level RM1.80

Posted by Ring > 2016-04-13 09:35 | Report Abuse

http://www.theborneopost.com/2016/04/13/cpo-stockpile-dips-below-two-million-tonne-mark/

Posted by Ring > 2016-04-13 09:38 | Report Abuse

“Inventory numbers have so far shown only half the power of what a Super El Nino Impact can do,” it detailled in a report yesterday. “It is worth to take note that the current “Super El Nino Impact” has taken away 1.02 million MT of palm oil inventory in a short period of four months.

“Recall that the inventory level was 2.91 million MT in November 2015 and it has now tumbled by 35 per cent to 1.89 million MT. Still, the worse for CPO production is not over as we expect the Super El Nino Impact to live on for another seven months.

“We maintain our view that CPO price should surge to RM3,000 per MT by end-June as inventory is expected to drop to the critical level of 1.50 million MT.”

MIDF Research went on to observe that the “Super El Nino” is dying, but its impact is still young.

Posted by Ring > 2016-04-13 09:39 | Report Abuse

Booooommmmm if price hits 3000 super bull coming, foreigners r buying!!!

Posted by titus > 2016-04-13 14:30 | Report Abuse

i normally don't agree much with calvin super bullishness in stock but i concur with him on the impact of elnino on palm oil. There is a research paper that is very much worth reading on elnino effect on palm oil in malaysia. Sarawak plantation actually benefited from elnino where it reduces the rainfall. The impact actually come 6 to 12 months later.

https://www.researchgate.net/publication/235350544_Impact_of_El_Nino_Occurrence_on_Oil_Palm_Yieldin_Malaysia

Posted by hosay > 2016-04-13 16:48 | Report Abuse

it's zzzzzz

Posted by Ring > 2016-04-13 16:48 | Report Abuse

......long ugly sleep, shit shit palm oil price going up but Directors pushing price down

Posted by malinfan > 2016-04-13 16:56 | Report Abuse

better run now to cry less ..... CCCCCCCCCCCCCCCCCCCCCCCCaaaaaaaaaaaaaaaaaaaaa!

Posted by hosay > 2016-04-13 16:59 | Report Abuse

why a lot of sellers

Posted by sanine > 2016-04-13 21:01 | Report Abuse

hosay....

If you are a beginner, or you have no confidence,
please don't ask "why lot sellers" and similar questions.

Just for your information, the sanine calvin tan,
you know what he is doing?

If you don't know, haha.... and you buy,... (yes sometimes you may profit),

but it end up .... sanine !!

Posted by Ring > 2016-04-13 21:46 | Report Abuse

http://www.theedgemarkets.com//my/article/palm-oil-rises-first-time-six-sessions-soyoils-surge

Posted by johoran > 2016-04-14 09:32 | Report Abuse

4383CE (JTIASA-CE)
Listing Information & Profile for Structured Warrants
Maturity Date : 18/07/2016
Exercise/ Strike/ Conversion Price : Malaysian Ringgit (MYR) 1.1000
Exercise/ Conversion Ratio : 2 : 1
Jtiasa 1.5, J-CE value = 0.20
Jtiasa 1.6, J-CE value= 0.25
Jitasa 1.7, J-CE value =0.3
Jtiasa 1.8, J-CE value =0.35
Next Quarter result May, i think can go 1.80..
now 0.22~0.23 thinking buy or not..

Posted by zhao > 2016-04-14 11:03 | Report Abuse

股票都是上上下下的啦。跌一点就说老板有问题?起的话就说老板来了。笑到我。。。觉得公司有钱景就收咯。觉得不好就卖咯。酱担心的话就不要买咯。

Posted by titus > 2016-04-14 11:27 | Report Abuse

Jtiasa price own might be due to the perception of ringgit strengthening affecting the price. As mentioned, elnino effect on palm oil price is 6 months later. Do have a look at the research paper. Elnino normally bad for plantation because less rainfall & it stress the tree but this become ideal for plantation in sarawak. Plantation normally need 200omm rainfall annually but in sarawak, it is 4000mm annually which lead to poor pollination. Because of elnino, it makes rain less and ideal for palm oil there.

Posted by Ring > 2016-04-14 15:53 | Report Abuse

Still a Fortune which means good profit then why Directors push price down...

Posted by Ring > 2016-04-15 09:46 | Report Abuse

May 7 S'wak election, hope got sone push

Posted by power88 > 2016-04-15 10:38 | Report Abuse

1.44.... wait below 1.40 enter again

Posted by power88 > 2016-04-15 11:12 | Report Abuse

1.42...

Posted by no_luck > 2016-04-15 11:49 | Report Abuse

Election need money so need to sell share?

Posted by Junichiro > 2016-04-15 12:01 | Report Abuse

Latest TP by OSK taking into account the strengthening RM - $1.55

Posted by Ring > 2016-04-15 13:14 | Report Abuse

Today profit taking

Posted by Ring > 2016-04-16 12:56 | Report Abuse

Malaysian palm oil prices head for second week of losses
http://www.thestar.com.my/business/business-news/2016/04/16/palm-oil-prices-head-for-second-week-of-losses/