Posted by Shadows > 2016-07-13 10:56 | Report Abuse

http://www.mpoc.org.my/sub_page.aspx?ddlID=ee06a8d4-8eac-4dbd-87fc-a23f6d0df9e0&catid=ee06a8d4-8eac-4dbd-87fc-a23f6d0df9e0&id=

Posted by AdCool > 2016-07-13 13:06 | Report Abuse

No meaning to have La Nina hammering the production of CPO and increasing the CPO Price. Just like Q1, CPO price was high but the production decreased more than the % of CPO price increase. At the end, most plantation counters reported loss making.

Posted by localmotive > 2016-07-13 17:24 | Report Abuse

accumulate and wait. no contra play here .. contra will lose money lah!

Posted by Johnson Wong > 2016-07-14 11:23 | Report Abuse

http://www.theborneopost.com/2016/07/14/cpo-production-rises-in-june-sarawak-sees-most-improvement-in-ffb-yield/

Posted by AdCool > 2016-07-14 14:15 | Report Abuse

weng 77, this only will bring advantages to plantation if the FFB and CPO harvest do not drop in tandem with La Nina. If the FFB and CPO drop 20% and CPO price surge up 15%, plantation will still make loss just like what happened in Q1 2016.

Posted by water99 > 2016-07-15 10:41 | Report Abuse

Taan,
May output:-
Logs 37,109
Fresh Fruit B. 49,049
Crude Palm Oil 14,025
Palm Kenel 2,608
&
Jtiasa
Jun output:-
Logs 42,592
FFB: 103,074
Crude Palm Oil: 12,356
Palm Kennel : 2,403

Posted by Abdul Rahim > 2016-07-15 10:59 | Report Abuse

Wait and see next week
hopefully will go above 1.20

Posted by water99 > 2016-07-15 11:07 | Report Abuse

FFB gear up ?

Posted by jqx535499 > 2016-07-18 13:19 | Report Abuse

Jtiasa manpus

Posted by Shadows > 2016-07-18 22:52 | Report Abuse

Good info from weng77 but I run out of bullets. Lol

Posted by AdCool > 2016-07-19 18:14 | Report Abuse

Jaya Tiasa has killed all my warrants and bullets. Now can just tengok lah and no more trust FFB outputs as company can still make loss if CPO is weak.

Posted by AdCool > 2016-07-19 18:16 | Report Abuse

I rather wait for their Q2 results to prove that they really can make money and profit in this economy rather than speculate on their revenues and profit. It always disappoint when you expect a better results.

Posted by water99 > 2016-07-19 21:48 | Report Abuse

Betul, Sarawak stocks rare Q1 result.

Posted by Johnson Wong > 2016-07-20 09:34 | Report Abuse

http://www.theborneopost.com/2016/07/20/jaya-tiasa-records-highest-ffb-production-for-june/
KUCHING: Jaya Tiasa Holdings Bhd (Jaya Tiasa) achieved a new record yesterday as its fresh fruit bunches (FFB) production reached a new high of 103,074 metric tonnes (MT) in June this year.

AmInvestment Bank Bhd (AmInvestment Bank) in a report yesterday said the highest FFB production has brought the company’s financial year 2016 (FY16) ended June 2016 harvest to a total of 932,000MT.

The research firm calculated Jaya Tiasa’s total production for FY16 will translate into a yield of 15.3MT per mature hectare (ha) of oil palm plantation.

The numbers, it said, were 3.5 per cent higher than its forecast of 900,000MT of FFB production for FY16 with an estimated FFB yield of 14.7 mt per mature ha.

The research firm also observed that it was the first time Jaya Tiasa’s FFB production has breached the 100,000MT mark as compared to the company’s previous high of approximately 97,000MT recorded in September 2015.

With the encouraging FFB production recorded in June 2016, AmInvestment Bank has maintained its FFB yield forecast for Jaya Tiasa for FY17 and FY18 at 16.6MT and 17.8MT respectively.

Meanwhile, Jaya Tiasa in a filing to Bursa Malaysia on July 12 said the group’s logs and crops production for June 2016 were 42,592 cubic metres (logs); 103,074 mt (FFB); 12,356 (crude palm oil) and 2,403MT (palm kernel).

Additionally, the average age of Jaya Tiasa’s oil palm plantation trees was at eight years.

The research firm opined that the company’s plantation operation has entered the traditional peak harvest season in the first quarter of financial year 2017 (1QFY17) ending September 2016.

On another note, AmInvestment Bank noted Jaya Tiasa’s crude palm oil (CPO) production for FY16 which amounted to a total of approximately 120,000 MT was below its forecast of approximately 150,000 MT.

However, it was unable to ascertain the company’s actual palm oil extraction rate (OER) at this juncture.

It pointed out that a portion of Jaya Tiasa’s FFB harvest was sold to external parties at an estimated OER rate of 19 per cent.

For nine months of financial year 2016 (9MFY16) ended March, Jaya Tiasa’s recorded OER was at 17.4 per cent which was below AmInvestment Bank’s assumption of 18 per cent for FY16 in full.

“Despite the strong FFB production in June 2016, we forecast that the figure might not be sufficient to bring Jaya Tiasa’s oil palm segment into the black for the fourth quarter of financial year 2016 (4QFY16) due to lower volumes for April and May,” it added.

It observed that the company’s improving FFB production has coincided with declining CPO prices – from a high of RM2,770 per tonne on April 4, 2016 to a low of RM2,323 per tonne on 29 June 2016.

AmInvestment Bank believed another key risk to its forecast earnings for Jaya Tiasa was the log production volume which registered below its expectation.

It noted Jaya Tiasa produced 732,000 cubic metre of logs against its forecast of 840,000 cubic metre, which represented a difference of 13 per cent.

Nonetheless, the research firm expects Jaya Tiasa’s timber division to remain profitable in 4QFY16, with the average log export prices at above US$200 per cubic metre seen in FY16. Additionally, AmInvestment Bank said the recent 20 basis points cut in the overnight policy rate (OPR) will benefit Jaya Tiasa as most of the company’s borrowings were on floating rates.

It estimated that a 20 basis points cut in lending rates could results in a one to two per cent increase in earnings for Jaya Tiasa.

As a whole, AmInvestment Bank maintained its ‘buy’ recommendation on Jaya Tiasa, valuing the company’s shares price fair value at RM2.11 per share based on an estimated price-earnings of 22 times on FY17 forecast earnings.

Posted by Abdul Rahim > 2016-07-20 15:59 | Report Abuse

Wah...lot to read and understand

Posted by barney91 > 2016-07-21 08:56 | Report Abuse

Ringgit dips. Palm oil exports flyyy

Posted by Johnson Wong > 2016-07-21 09:18 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/07/21/european-vegoil-prices-rise-on-malaysia-exports/

Posted by Johnson Wong > 2016-07-21 09:40 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/07/21/palm-oil-market-factors-to-watch-july-21/

Posted by Abdul Rahim > 2016-07-21 10:53 | Report Abuse

Weng77...thanks all the info

Posted by Abdul Rahim > 2016-07-21 13:00 | Report Abuse

Adcool
what happen to the ATM machine

Posted by Investeye > 2016-07-21 20:00 | Report Abuse

Further accumulated some at RM1.11....
positive factors: palm tree is just entered golden age of productivity, present price is low and calculated value after minus the all the debt per acre is very attractive! Risk is : high gearing/debt and logging business is slightly underperforming.

Posted by AdCool > 2016-07-21 20:03 | Report Abuse

ATM machine greatly affected by Brexit and now 1MDB SCANDAL again

Posted by Shadows > 2016-07-22 10:03 | Report Abuse

1MDB will only make Jtiasa loan cheaper..

Posted by Johnson Wong > 2016-07-22 12:07 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/07/22/palm-oil-hits-two-week-top-further-gains-seen-on-strong-demand/

Posted by gwansoo > 2016-07-22 18:08 | Report Abuse

http://www.focusmalaysia.my/Mainstream/China%20demand%20for%20Malaysian%20palm%20oil%20falls

Posted by marketplace > 2016-07-26 21:07 | Report Abuse

this is Sarawak, the seed of asia, soon fly!accumulate

Posted by Johnson Wong > 2016-07-27 08:42 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/07/27/palm-makes-late-gains-on-malaysias-biodiesel-plan/

Posted by jqx535499 > 2016-07-27 15:32 | Report Abuse

Apa jadi jtiasa tidur aja mahu tan sri mati baruahu jalan ke?

Posted by Abdul Rahim > 2016-07-27 21:42 | Report Abuse

Ok....biar dia tidur
bila bangun sudah tentu lari laju

Posted by jqx535499 > 2016-07-28 18:41 | Report Abuse

Tan sri matilah jtiasa baru boleh naik

Posted by Shadows > 2016-07-29 15:52 | Report Abuse

Discount discount....best buy.. Lelong Lelong...

Posted by Abdul Rahim > 2016-08-01 21:55 | Report Abuse

Paper lama kasi jual
bini lama lagi pakai
jtiasa lama lagi pegang

Posted by Investeye > 2016-08-02 23:19 | Report Abuse

Further accumulated few lots at RM1.08

Posted by logicguyz > 2016-08-04 11:16 | Report Abuse

Increase in exporting and CPO price but Jtiasa remain silent. Sleeping GIANT.

Posted by logicguyz > 2016-08-04 23:18 | Report Abuse

http://www.theedgemarkets.com/my/article/palm-reverses-losses-climbs-near-7-week-high-better-demand

Posted by solvent > 2016-08-05 12:12 | Report Abuse

coming

Posted by Johnson Wong > 2016-08-05 12:13 | Report Abuse

one of most potential stock to double within next two years

Posted by solvent > 2016-08-05 12:40 | Report Abuse

only if CPO can hit RM3000 and above......

Posted by Shadows > 2016-08-05 15:42 | Report Abuse

This stock really undervalue looking at it land bank.

Posted by CDYS > 2016-08-05 17:08 | Report Abuse

Any suggestion for this stock ? can be to enter ?

Posted by KedahMalay > 2016-08-05 23:23 | Report Abuse

Bleh beli

Posted by Jeff Lim > 2016-08-06 00:11 | Report Abuse

Time to fly again.....

Posted by KedahMalay > 2016-08-08 12:05 | Report Abuse

Buy before to late

Posted by Smart Investor > 2016-08-08 12:29 | Report Abuse

Buy buy! Up up!

Posted by thenewbee > 2016-08-08 14:13 | Report Abuse

which warrent suggested to buy? CI seems good to buy

Posted by sallysaham > 2016-08-08 14:44 | Report Abuse

cj ..i think better

Posted by Investeye > 2016-08-08 14:49 | Report Abuse

Still hold..

Posted by sallysaham > 2016-08-08 15:20 | Report Abuse

sold..

Posted by thenewbee > 2016-08-08 15:20 | Report Abuse

cj no movement at all, volume low quite risky

Posted by labu83 > 2016-08-08 16:06 | Report Abuse

Not best time to buy today,bcos already buy last week,enjoy show only,wow
Why buy in high price?