rfrss2525, "quesstimate" is on high side, he took the peak production months figure to do estimation, Jtiasa annual production figure, in average , should be lowerthen wat he suggest .Cpo market selling price should be ok .Time is also a facto for this company, young palmoil trees just need more time to get productive.
enning22 : young palmoil trees just need more time to get productive.?? now jtiasa is entering its production peak time. average age og its trees : 8 years. Peak time of plantation trees ie 7 to 17. Jtiasa still can enjoy 9 years of high growth production rate with 000000 old trees
Its depend on market peg valuation on growth stock, as so -call TP is only realizable if market agree on it.
Nevertheless, i like growth stock, intend to hold longer to gestate these stock capitalize on gradually mature on its palm tree, growing FFB yield and upward CPO price next
EPS 1.65 pada q report yg baru seakan akan sama dengan perhitungan frss2525 mendakwa Pe 8x=1.57 beemakna tp juga hampir dgn yang diduga. Kenapa jatuh hari setelah result berakhir 30.6.2016 memberangsangkan.
with growing of mature palm oil plantation and steady upward oil palm price, believe the turnover and profit continue improve and lower its PE ratio at more attractive level. Eye on coming few quarter performance
for jtiasa,the set up should look promising , but by viewing the past record,too much unaccounted "leakage",so you have to judge for your self.TRUE calvin tan cannot be trusted.
hahaha...they throw 1.23,1.22 n want to buy back 1.21 .....no way. Hold tight tight n buy more tomorrow . like KYY said invest at those equities in which their next q result will be better than pass result. Jtiasa fulfill this requirement as its production grow from 70000tons on april,80000 tons on may ,100000 tons on june/last q result to more than 100000 tons for july,august n september (expected high production as these 3 months due to peak season). Whereas cpo price also is moving higher to around 2800 oct month price to 2600 dec month price. This two factors are very strong ....very strong...u throw ,my cronies will buy it....hahaha
The brightest point of JTiasa is the Company has huge oil palm area at 3-5 year old Palm with fruit and has started to contribute to the Company in term of revenue. Good luck !!
dont beat the trend. Market trend just like Brexit. All counters would fare worst next week until the results of Fed Rate announced on 21 Sept (US time) after our market has closed.
JTiasa is worth for mid term. At present price, it present value is just superb..about RM13K per acre for plantation land give you a free logging business. of course you need to be patient to harvest the fruit...
Biasalah, research houses always change target prices. When prices up, market looks good, they up the target price and the other way round. So not surprise this Kelvin change target prices for CPO.
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....
enning22
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Posted by enning22 > 2016-08-24 12:41 | Report Abuse
rfrss2525, "quesstimate" is on high side, he took the peak production months figure to do estimation, Jtiasa annual production figure, in average , should be lowerthen wat he suggest .Cpo market selling price should be ok .Time is also a facto for this company, young palmoil trees just need more time to get productive.