Posted by enning22 > 2016-10-30 15:19 | Report Abuse

from the past performance , we can see ,there are large room for improvement on expertise palm manegementand marketing.See the large monthly FFB output and low CPO output, it is a mismatch,

Posted by enning22 > 2016-10-30 15:37 | Report Abuse

As regard to future CPO price, i think ,they will be traded at reasonably profitable level, it would be in region around 2400--2800,much better then year before.The reasons are comsumer coutries' economy are better, and have larger healthy comsumption figures.The large overhanging stock of oil had been pared down, particularly in Indonesia, as the country introduced B20 program in the biodiesel program,helped to reduce the stockpile.This put the monthly disappearance of palmoil in Indonesia to increased to 900 plus thousand ton a month.China import of soyabean also increased to 86 millions a year, all increase substantially.

Posted by MRapolo > 2016-10-30 16:27 | Report Abuse

ta ann recently announce to acquire 5300 hectares plantation land at 211 million, so roughly about 40,000/ha. SOP also acquired plantation land about 34,000/ha. So simple calculation how much jtiasa plantation division worth today, 69000 planted area X 30,000/ha = RM2000 million / 968 million share = RM 2.07 per share...

Posted by Shadows > 2016-10-31 18:31 | Report Abuse

When it will fly again?

Posted by enning22 > 2016-11-01 10:38 | Report Abuse

Crude Palm Oil (CPO) price
increased by 4.1% to RM2,255 per Metric Tonnes (MT) .
this is outrageous, CPO clearly in the region at 2400-2800, how on earth can derive figure like RM2.255 on average level.Did the people passed the primary school mathematics.something fishy.

Posted by sunnyguy > 2016-11-01 20:28 | Report Abuse

Because they calculate the average price from July15 - June16.... The CPO price had dropped to the range of RM1800-1900 around Aug-Sep15.

Posted by Abdul Rahim > 2016-11-01 20:49 | Report Abuse

RM1.40 -RM1.39
then boooommmmm RM 1 60

Posted by jqx535499 > 2016-11-02 04:13 | Report Abuse

Beli Xinhwa 5267 tp 2.00

Posted by hng33 > 2016-11-02 15:44 | Report Abuse

gear up, bought back jtiasa at 1.33

Posted by hotman87 > 2016-11-02 15:57 | Report Abuse

Annual report out...

Posted by enning22 > 2016-11-02 16:07 | Report Abuse

annual report contained July 2015-June 2016 business data , what you are looking was old depressive old business enviroment , not the current more positive situation, addend to this , Najib plans to visit China ,and in the process, works to close CERTAIN deals,SAID include palm oil export to that country.

Posted by sunnyguy > 2016-11-02 16:40 | Report Abuse

If u have a look properly, The Chairman is doing the annual performance report for FYE June 2016, so he need to use the average price for July15 - Jun16, that is RM2,255.

For the current CPO price & for FYE Jun2017 prospective, we should refer to the "Oil Palm Outlook & Strategy" section on page 15 & also the "Going forward" section on page 16 of Annual Report 2016.

Cheers Friend :-)

Posted by hng33 > 2016-11-02 21:07 | Report Abuse

.......同時，納吉說，中國已答應購買更多大馬棕油。

“我與李克強會面時提出希望中方購買更多大馬棕油，我國50萬名棕油農民的生計非常依賴棕油，希望此舉可幫助他們提高收入。”

Posted by enning22 > 2016-11-04 09:01 | Report Abuse

美国数据传输网络：全球植物油供应趋紧
2016-11-04

　　华盛顿11月3日消息：美国数据传输网络（DTN）分析师乔·卡尔林撰写的分析文章指出，近几个月来豆油一直是CME农产品期货市场的明星产品，上周价格涨至36.23美分/磅，是2014年7月份以来的最高点。

　　马来西亚和印尼棕榈油产量下滑，原油期货市场反弹提振生物燃料生产利润，买豆油卖豆粕的套利活跃，是此次豆油价格飙升的一些原因。

　　就全球植物油市场形势来看，棕榈油所占全球植物油总产量的比例最高，达到35%。2016/17年度全球植物油产量估计为1.86亿吨。其次是豆油，占到29%，菜籽油占到14%，葵花油占到9%。其他五类植物油包括椰子油、棕榈仁油、棉籽油和花生油，不过这五种油只占到13%。

　　虽然今年以及过去三年里植物油产量创下历史最高纪录，但是消费一直非常强劲。因而全球植物油库存估计为1800万吨，这将是期末库存连续第四年下滑，目前是2011/12年度以来的最低。

　　期末库存用量比甚至更低，只有9.81%，是2007/08年度以来的最低水平，当时为9.24%。从各个植物油来看，棕榈油库存用量比为11.55%，是2008/09年度以来的最低，菜籽油库存用量比为2011/12年度以来的最低，葵花油库存用量比为8.71%，是2005/06年度以来的最低。对于豆油而言，库存用量比只有6.73%，是1976/77年度以来的最低，当时6.3%。这也解释了豆油价格近来飙升的原因。

Posted by hng33 > 2016-11-04 09:59 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/11/04/malaysian-palm-oil-market-factors-to-watch-nov-4/

Posted by MomentumInvesting > 2016-11-05 22:19 | Report Abuse

jayatiasa~棕油园，17万亩，sarawak最大的木商。扣掉木材棕油7千块一亩，1.2应该是downside risk，棕油刚刚过了7年(10年的高产期)卖给我们半价。，cashflow好，债务高也不怕。

Posted by MomentumInvesting > 2016-11-05 22:20 | Report Abuse

Cold Eye klse.i3investor.com/blogs/the_cold_eyed/108083.jsp

Posted by samyew1234 > 2016-11-06 09:42 | Report Abuse

jayatiasa~棕油园，17万亩，sarawak最大的木商。扣掉木材棕油7千块一亩，1.2应该是downside risk，棕油刚刚过了7年(10年的高产期)卖给我们半价。，cashflow好，债务高也不怕。

Posted by enning22 > 2016-11-06 14:35 | Report Abuse

Jayatiasa~棕油园 Oil Palm Plantation
Total Land Area: 83,483 hectares
Planted Area*: 69,589 hectares
Matured Area*: 63,837 hectares

Posted by Force > 2016-11-06 20:09 | Report Abuse

Tuesday is America vote ... hope not DT.. US will big drop

Posted by hng33 > 2016-11-07 09:25 | Report Abuse

sold back all Jtiasa at 1.38-1.39, lock all contra gain, free up capital

Posted by enning22 > 2016-11-07 10:40 | Report Abuse

chicken feed standard

Posted by hng33 > 2016-11-07 16:30 | Report Abuse

bought back all Jtiasa at 1.36, reap intraday contra profit instead.

Posted by chamlo > 2016-11-07 22:50 | Report Abuse

ROE 3%, PE 22 good?
http://klse.i3investor.com/servlets/stk/fin/4383.jsp

Posted by enning22 > 2016-11-08 09:43 | Report Abuse

PE was based on palmoil average selling price at 2255rm last year, but this year the price improved significantly, current price is 2600--2800rm, so the PE number was out dated,

Posted by jenson68 > 2016-11-08 10:44 | Report Abuse

Undervalue share !

Posted by dentab > 2016-11-08 15:54 | Report Abuse

FCPO/Jan 2017 already 2847.00

Posted by enning22 > 2016-11-08 16:56 | Report Abuse

this cpo selling price , plantations and small holder , could make tons of money by sell ffb at extremely high price.

Posted by Investeye > 2016-11-08 21:02 | Report Abuse

KUALA LUMPUR (Nov 8): Malaysian palm oil futures hit their highest in two years and eight months in early trade on Tuesday, as concerns of declining output and stronger soyoil supported prices.

Benchmark palm oil futures for January on the Bursa Malaysia Derivatives Exchange rose 1.9% at RM2,843 (US$677) a tonne at the close of trade. It earlier touched RM2,863, its strongest level since March 2014.

Traded volumes stood at 53,195 lots of 25 tonnes each.

"The market is really bullish because of the data," said a futures trader based in Kuala Lumpur, citing a 3.7% decline in October output from the month before, based on numbers from the Malaysian Palm Oil Associatio

Posted by 10bagger10 > 2016-11-10 16:00 | Report Abuse

sapu!

Posted by manji > 2016-11-11 01:10 | Report Abuse

jtiasa selling force so strong. coldeye promoting also cant up much >.<

Posted by ljmeng > 2016-11-11 09:30 | Report Abuse

wow.....usd to rm 4.41 good for log export
CPO about 2900....

Jayatiasa will crazy liao....

Those who belum sapu....sell ur grandma underwear....sailang!

Posted by enning22 > 2016-11-11 09:33 | Report Abuse

in general investors in our market , need to see the black and white written on quarterly report,before committing any money, and not listen to private forecaster ,like you and i, right?

Posted by Lincorn Matthieu Seven > 2016-11-11 09:41 | Report Abuse

why jtiasa palm oil not under rsawit?

Posted by enning22 > 2016-11-11 09:47 | Report Abuse

jtiasa is big brother , rsawit is baby brother, so situation cannot reverse , somemore rsawit has young trees, little production.

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

Good timing to go in now.....

Posted by hng33 > 2016-11-11 10:04 | Report Abuse

Up stake in jtias with margin line capital, accumulate more jtiasa at 1.37-1.39

Posted by ljmeng > 2016-11-11 10:23 | Report Abuse

crazy lo.....4.55

Posted by hng33 > 2016-11-11 10:30 | Report Abuse

bought final batch at 1.39

Posted by MG9231 > 2016-11-11 10:32 | Report Abuse

Hng33,
banyak sokong jtiasa...

mesti ada sebab.

Posted by MG9231 > 2016-11-11 10:34 | Report Abuse

Hng33,

walao, pakai margin beli...mesti sapu sikit.

Posted by ljmeng > 2016-11-11 10:34 | Report Abuse

no need ask god liao.....sapu.......

Posted by enning22 > 2016-11-11 10:43 | Report Abuse

Free fall in the ringgit,4.5 Usd now, people need to hedge on currency, first thing to do is to buy commodity, OR commodity producing stocks, or buy gold, or direct ly buy USD.

Posted by hng33 > 2016-11-11 10:51 | Report Abuse

I have sailang all margin capital in export stock....jtiasa, wtk, lcth, rsawit and flb.

Posted by ljmeng > 2016-11-11 10:56 | Report Abuse

cpo break 3000.... i repeat again....sell ur grandma bra.....sailang!!!!!!

Posted by ljmeng > 2016-11-11 11:13 | Report Abuse

wow.....cpo new high liao.....jayatiasa...pls break 1.43!!!!!!

Posted by ljmeng > 2016-11-11 11:13 | Report Abuse

gogogog

Posted by 10bagger10 > 2016-11-11 11:14 | Report Abuse

where you get the cpo price?

Posted by ljmeng > 2016-11-11 11:22 | Report Abuse

http://www.bursamalaysia.com/market/derivatives/prices/

Posted by enning22 > 2016-11-11 11:22 | Report Abuse

BURSA futures market trading live