Posted by enning22 > 2016-10-24 10:20 | Report Abuse

weng77, your target has been set, too unrealistically low,

Posted by Ricky Kiat > 2016-10-24 10:28 | Report Abuse

i agree with u , bro cw78. i am keeping gadang & i am buying jtiasa.

Posted by imoogi99 > 2016-10-24 10:31 | Report Abuse

https://kclau.com/investment/jaya-tiasa/

See the contradiction.

Posted by enning22 > 2016-10-24 11:52 | Report Abuse

like i said ,kyy analytical methods has plenty of flaws

Posted by leelc70 > 2016-10-24 12:13 | Report Abuse

timimg is important, KYY wrote this on 2013 based on potential of business grow from FBB irregardless price of palm oil drop. He is nothing wrong on his view even i did huge loss from there too. Now is the time to review the potential of JT

Posted by AdCool > 2016-10-24 12:34 | Report Abuse

so after 3 years besides the price has dropped from 2.10 to less than 1.10 post Brexit and now back to 1.40. With US election on 8th Nov and most probably a GE14 in 2017, is Plantation counter a good investment for the next 3 years since the analysis is based on 6 years projection of growth.

Posted by enning22 > 2016-10-24 12:42 | Report Abuse

nothing wrong?his analytical scheme did not take into consideration of the massive expansion soyabeans acreage in US and South america,like Brazil and Argentina,also the uncontrol ever enlarging expansion of planting in Indonesia, on the demand side, you also need to evaluate the consumption volumes in India and China, and the rest of the world.At that time the supply side clearly larger then the demand side,large disequalibrium gap existed, the rest of the story, you can figure out for yourself.

Posted by leechen88 > 2016-10-24 14:17 | Report Abuse

JT has been using all its profit from timber and plywood to plant oil palms. As a result its acreage keep increasing. Unless it stops planting ..
I dont agree. Jtiasa had stated clearly in its bursa report that it had stopped its planting when the soil lands environment issue came out few months ago. No more new planting expenses needed. Time to reward royalties n pare down its debts. Another United Plantation in the making? KYY , Calvin pu tak tau lah. Only time will tell u

Posted by leechen88 > 2016-10-24 14:21 | Report Abuse

The Board of Directors of Jaya Tiasa Holdings Berhad wishes to announce that the Group has given its commitment to comply with the Wilmar Integrated Policy.

The Group will implement Best Management Practices on existing plantations on peat as defined by the RSPO or any peat experts and will not continue planting on the existing remaining peat land bank comprising 0.4% of the Group's total plantable land bank after December 2015.

This announcement is dated 31 December 2015.

Posted by leechen88 > 2016-10-24 14:24 | Report Abuse

JAYA TIASA HOLDINGS BERHAD
key information
Forest Concessions
Extraction Quota: 78,000m3
monthly
Main Species: Meranti, Kapor, Keruing, Selangan Batu, Jelutong, Melapi, Mersawa,
Nyatoh, Arau, Penyau, Bindang and MLH (mixed light hardwood).
Oil Palm Plantation
Total Land Area: 83,480 hectares
Planted Area*: 69,054 hectares
Matured Area*: 59,202 hectares
Reforestation
Total Land Area: 235,859 hectares
Estimated Plantable Area: 140,377 hectares
Planted Area*: 32,108 hectares

APA LU MAU LAGI .....from NJ

Posted by leechen88 > 2016-10-24 14:31 | Report Abuse

Dato’ Sri Tiong Chiong Hoo
Deputy Executive Chairman
Dato’ Sri Tiong Chiong Hoo, aged 55, was appointed Executive
Director on 27 March 1995, re-designated as Managing Director
on 26 April 1995 and is the Deputy Executive Chairman since 1
January 2013.
He holds a Bachelor of Law and a Bachelor of Economics degrees
from Monash University, Australia and is a registered barrister.
Dato’ Sri is a businessman with extensive experience and in-depth
knowledge in timber and plantation industries. He is responsible for
developing the Group’s corporate/business strategy and attaining
the long-term growth objectives.
He is the son of Tan Sri Datuk Sir Tiong Hiew King, a major
shareholder of the Company. His uncle Dato’ Sri Dr Tiong Ik King,
sister Mdm Tiong Choon and cousin brother Mr Tiong Chiong Hee
are also members of the Board.

ini anak kepada Tan Sri Datuk Sir Tiong Hiew King. Can be trusted. To continue grow a take over of Rsawit is needed when its debts go down to healthy level.

Posted by enning22 > 2016-10-24 14:54 | Report Abuse

father cannot be trusted , son unknown?

Posted by leechen88 > 2016-10-24 15:02 | Report Abuse

use gpe or forward pe for growth company

Posted by leelc70 > 2016-10-24 18:14 | Report Abuse

When make investment decision, we ought to decide ourselves and no others. If invested we need responsible ourselve

Posted by ooihk899 > 2016-10-25 11:22 | Report Abuse

I think KYY valuation of the counter few years ago was correct, It's just that the timing is wrong.

Posted by hotman87 > 2016-10-25 23:33 | Report Abuse

Jaya Tiasa (RM1.41)

Superb earnings growth of 40% CAGR from FY16-18! Trading at a huge 53% discount!

A young planter comes to the fore and slated for strong long term growth.
According to Bloomberg, JTIASA’s earnings is expected to register a solid 40% CAGR from FY16-18, spurred by
1) rising primed mature estate areas under the group’s planted areas of ~69,500 ha (FY12: 58k ha);
2) young average palm tree age profile of approximately 7 years over 64% in FY17-18 (FY16: 54%);
3) improving FFB and CPO production amid rising yields and
4) benefiting from strong FCPO prices.
Overall, the bullish palm-oil division’s contribution will anchor future earnings growth for the group, offsetting the weakness in timber division, mainly due to lower timber product prices and production amid the stringent environmental safeguards and the diminishing natural resources in Malaysian forests.
​

Undemanding valuations. JTIASA is trading at 14.1x P/E, which is 7% below its peers P/E of 15.4x, supported by a robust FY16-18 earnings CAGR of 40%.
In terms of P/B, current valuation of 0.72x is trading at a huge 53% discount to its peers 1.55x.


At 20% discount to its peers, fair value for JTIASA is RM2.33!

is that true ?

Posted by enning22 > 2016-10-26 06:31 | Report Abuse

2015, up to june 2016 was bad time and tricky moment for palm oil industry,experienced ,normal producton ,while selling price was low , or else high price,but low monthly output,but since June, we are having high price, and high output , so this coming quarter should show the real strength of the company, need to observe carefully.

Posted by enning22 > 2016-10-26 07:12 | Report Abuse

added to this ,jtiasa has large financial borrowing, this needs to be serviced annually, this number needs to be lower or clear ,before the company is going to have good time.

Posted by Zoom > 2016-10-27 09:33 | Report Abuse

this share not worth to invest and trading.... this share totally have a bad management. useless

Posted by Zoom > 2016-10-27 11:02 | Report Abuse

this share totally under control by big crocs.... 1.4 they put long q and now 1.41 the put long q sell.... haha.. then they have no money to push up. so they want play you. up down up down... totally waste time punya

Posted by Zoom > 2016-10-27 11:47 | Report Abuse

yeah apa? gogog apa? u gila? hahaha

Posted by Pinky > 2016-10-27 13:26 | Report Abuse

waste your head time, I've already made good money

Posted by Zoom > 2016-10-27 16:03 | Report Abuse

hahahahahah see u guys lose money... sad... gogogo lagi... gila punya. u ingat main bola? goal?????? hehehehahahaha

Posted by Zoom > 2016-10-27 16:14 | Report Abuse

shitttyyyyy now loh.. hahahahahah

Posted by Tortoise > 2016-10-27 16:20 |

Post removed.Why?

Posted by Zoom > 2016-10-27 16:20 | Report Abuse

wow wow wow ... from 1.44 to now........ plangggggggggggggggggggggggg

TP RM0.300????? fuh laoooo weiiiiiiiiiiiiiiiiiiiii............................

Posted by Zoom > 2016-10-27 16:25 | Report Abuse

yeah yeah. come make here noisy... fuuuuuuuuuuuuu laooooooooooooooooo makkkkkkkk
MR 0.300

Posted by Zoom > 2016-10-27 16:29 |

Post removed.Why?

Posted by Zoom > 2016-10-27 16:37 | Report Abuse

s2pid lah

Posted by enning22 > 2016-10-27 16:55 | Report Abuse

a nuisance fooling around,and telling lies

Posted by UniCc > 2016-10-27 17:13 | Report Abuse

Just like you did.

Posted by enning22 > Oct 27, 2016 04:55 PM | Report Abuse
a nuisance fooling around,and telling lies

Posted by 静思# 是修养也是修行 > 2016-10-27 17:15 | Report Abuse

UniCc,

U after graduated from double marketing degree now confer UniCc???

hahahaha...so funny la you..yet so creative... 了死宝宝

Posted by Shauns > 2016-10-27 17:27 | Report Abuse

http://m.investing.com/analysis/tug-of-war-continues-in-beans-200160895

Posted by Shauns > 2016-10-27 18:01 | Report Abuse

Hi guy, just imagine with your calculation that If the good palm oil price range about RM 2500 to 2800 per tonne remain and increasing monthly FFB about 105,000 tonne per month due to new young planted areas contribution as compared to last year FFB target about only 75,000 tonne per month at RM2,400 to 2,600 per tonne, imagine the above good news are reflected in J Tiasa book for the next second half year of 2016 and minor offset with lower revenue from low timber price.

That means J Tiasa Q3 and Q4 gross profit might increase by around 25 % to 30 % particularly for FY16 Q4 earning as a result of production cost will be lower ( furthermore compare to El Niño has made many other palm oil companies suffer lower FFB per month but not happen to J Tiasa , indicating JTiasa FFB has benefited from the increasing FFB price with new planted areas contributed FFB by estimated about 35 % this year. Trade at your own risk and Good luck !!

Posted by Shauns > 2016-10-27 20:40 | Report Abuse

Wrongly mentioned FY 16 in my previous statement. It should be FY 17 Q1 & 2 instead of FY16 Q3 & 4 that i stated. Agree with you Weng 77 over the timber price. However, much higher contribution from Palm oil division as compared to lower revenue that might have impact on profit contribution.

Posted by Zoom > 2016-10-28 09:08 | Report Abuse

fuuuuuuuuuuuuuuuuu laaaaaaaa wekkkkkkkk..... apa lagi?

Posted by hotman87 > 2016-10-28 13:24 | Report Abuse

JAYA TIASA HOLDINGS BHD

EX-date 28 Nov 2016
Entitlement date 30 Nov 2016
Entitlement time 05:00 PM
Entitlement subject First and Final Dividend
Entitlement description First and Final Single-Tier Dividend of 1.3% per ordinary share

nice

Posted by Investeye > 2016-10-29 09:43 | Report Abuse

KUALA LUMPUR (Oct 28): Malaysian palm oil futures were little changed on Friday, aided by bullish sentiment and strong fundamentals, securing their third weekly gain.

Benchmark palm oil futures for January on the Bursa Malaysia Derivatives Exchange closed the week's trade 0.07% higher at 2,789 ringgit (US$664.52) a tonne. Traded volumes stood at 28,177 lots of 25 tonnes each.

The contract has climbed 2.3% this week, recording its third consecutive weekly gain.

The Malaysian futures contract had on Monday surged to a more than two-year high of 2,822 ringgit on lower output data and an uptrend in Chinese vegetable oils, which also rose to their highest levels in about two years.    

Palm oil may retest a resistance at 2,822 ringgit per tonne, a break above which could lead to a gain to the next resistance at 2,852 ringgit, according to Reuters commodities and energy markets technical analyst Wang Tao.

A Kuala Lumpur-based trader said the market was lacklustre on Friday, although overall sentiment was optimistic.

"Palm fundamentals are positive. Generally the market is quite cautious, staying on the sidelines anticipating the ITS and SGS data estimates next Monday," he said, noting that traders were already expecting export numbers for the month of October to fall between 5% and 8%.

"Production is expected to increase marginally and demand remains moderate, so there is no catalyst from there," he added.

Another trader said the market lacked action as traders unwind position for the holiday weekend. He noted external markets such as the Dalian Commodity Exchange and Chicago Board of Trade were holding well, which helped buoy sentiment for palm.

"I don't think there will be much changes to the export figures coming out next week. The market does not think there will be surprises therefore it is drifting sideways," he said of industry data to be released on Monday.

The Chicago Board of Trade's December soybean oil contract rose as much as 0.88%.

On the Dalian, the January soybean oil contract slid as much as 0.06%, while the January contract for palm olein inched up as much as 0.27%.

Palm oil is impacted by movements of related vegetable oils, as they compete for a share in the global edible oils market.

 Palm, soy and crude oil prices at 1054 GMT

 Contract                     Month      Last    Change         Low       High       Volume  MY PALM OIL               NOV6          2798     0.00        2775       2807          165  MY PALM OIL               DEC6          2790     0.00        2770       2808         1439  MY PALM OIL               JAN7          2789     2.00        2767       2807        18705  CHINA PALM OLEIN          JAN7          6030    16.00        5896       6038      1062768  CHINA SOYOIL              JAN7          6758     -4.00        6666       6770       627524  CBOT SOY OIL              DEC6          35.4     0.30       35.01      35.56         9718  INDIA PALM OIL            OCT6        536.50     0.30      536.10      537.1          908  INDIA SOYOIL              NOV6         670.3     -2.95       670.1      678.2        31280  NYMEX CRUDE               DEC6         49.47     -0.25       49.41      49.81        55026     Palm oil prices in Malaysian ringgit per tonne   CBOT soy oil in U.S. cents per pound   Dalian soy oil and RBD palm olein in Chinese yuan per tonne   India soy oil in Indian rupee per 10 kg   Crude in U.S. dollars per barrel

 (US$1 = 4.1945 ringgit)

Posted by leechen88 > 2016-10-29 18:51 | Report Abuse

annual report 2016 no more new planting
Oil Palm Plantation
Total Land Area: 83,483 hectares
Planted Area*: 69,589 hectares
Matured Area*: 63,837 hectares

Posted by leechen88 > 2016-10-29 18:52 | Report Abuse

Logging
The logging division contributed about 27% of the total
Group’s revenue. Dry weather and low water level continued
to impede the transportation of logs for processing mills
and exports. Average export price for logs remained strong,
hovering around USD220 per cubic metre (m3) largely due
to the tightening log supply and the continuing sustained
demand from India. More stringent controls by government
also help to stabilize log prices.

Posted by leechen88 > 2016-10-29 18:55 | Report Abuse

go to www.indexmundi.com › Commodity Prices the current log price actually is usd 290. already increase 30% since 2015

Posted by leechen88 > 2016-10-29 18:56 | Report Abuse

Sep 2015 247.78 -
Oct 2015 248.08 0.12 %
Nov 2015 242.90 -2.09 %
Dec 2015 244.62 0.71 %
Jan 2016 251.76 2.92 %
Feb 2016 259.34 3.01 %
Mar 2016 263.62 1.65 %
Apr 2016 271.70 3.07 %
May 2016 273.27 0.58 %
Jun 2016 282.26 3.29 %
Jul 2016 285.98 1.32 %
Aug 2016 294.03 2.81 %
Sep 2016 292.15 -0.64 %
log price in usd

Posted by bracoli > 2016-10-29 18:57 | Report Abuse

got time drop by at WTK

Posted by leechen88 > 2016-10-29 18:58 | Report Abuse

Jtiasa annual report stated : Going Forward
Prices for timber products especially logs are expected
to remain firm in view of restricted supply and the stable
demand from importing countries. We are optimistic that
FY2017 will continue to be a profitable year for the timber
division.

Posted by leechen88 > 2016-10-29 20:10 | Report Abuse

Description: Plywood (Africa and Southeast Asia), Lauan, 3-ply, extra, 91 cm x 182 cm x 4 mm, wholesale price, spot Tokyo
Month Price Change
Sep 2015 454.48 -
Oct 2015 455.04 0.12 %
Nov 2015 445.54 -2.09 %
Dec 2015 448.69 0.71 %
Jan 2016 461.78 2.92 %
Feb 2016 475.70 3.01 %
Mar 2016 483.53 1.65 %
Apr 2016 498.36 3.07 %
May 2016 501.24 0.58 %
Jun 2016 517.73 3.29 %
Jul 2016 524.55 1.32 %
Aug 2016 539.31 2.81 %
Sep 2016 535.87 -0.64 %
weng77 dont worry i back u

Posted by leechen88 > 2016-10-29 20:17 | Report Abuse

Log price : increase 30%
plywood price : increase 20%
cpo price : increase 30%
Do u all know how much pk price increase?
PK or Palm Kennel price already increase more than 50% due to the shortage of coconut oil in Philippine. Out Perform call fr LC**88

Posted by MRapolo > 2016-10-29 20:30 | Report Abuse

thanks leechen88

Posted by nskim0909 > 2016-10-29 22:25 | Report Abuse

aiyo... leechen88...why you share this info o..

Posted by AdCool > 2016-10-30 14:19 | Report Abuse

Cant just read just the commodity price increase. Have to consider the production of FFB as well as logging outputs. Besides, the cost of operation has been increasing due to minimum wages and other costs. The only hope for Jaya Tiasa now is that the maturity of its oil palm which would increase significantly of its FFB. But that would also depends on the demand of CPO in the world. If demand is low and supply is high, CPO price would drop back. That would offset the advantage of higher FFB outputs.

Posted by ooihk899 > 2016-10-30 14:25 | Report Abuse

Thee management have experience in timber industry but do they have a competent management team in palm oil industry? This quarter n next one will show their true colour.