Posted by hng33 > 2016-12-05 17:10 | Report Abuse

Hunter2016

I alrdy give reason Jtiasa palm oil division will be its major earning contributor from Q42015 record PBT RM 19.66m to recent quarter result Q12016, PBT increase more than double to RM 42.65m, although revenue only increase less than 25%.

Therefore, with upcoming CPO price continue climb up significantly, Jtiasa palm oil division will be boosted even higher, to be double again!!??

Posted by smartag > 2016-12-05 17:10 | Report Abuse

I accumulated jtiasa agian, target quantity 200k.

Posted by hng33 > 2016-12-05 17:11 | Report Abuse

Hunter2016

For technical point of view, Jtiasa immediate support level is at RM 1.31, therefore, accumulate at stock around these region offer great margin of safety.

On the other hand, Jtiasa immediate resistance level is at RM 1.40.

Posted by smartag > 2016-12-05 17:12 | Report Abuse

Cpo may go above 3200!

Posted by Hunter2016 > 2016-12-05 17:14 | Report Abuse

hng33, Thanks for your useful info.

Posted by hng33 > 2016-12-05 17:18 | Report Abuse

Today is great accumulation phase for jtiasa before its start to spike up again :D)

Posted by enning22 > 2016-12-05 20:15 | Report Abuse

you win some ,i win some , for jtiasa report, it said profit in palm sector, lost in timber sector, so equalized, no gain ,no loss,flat out.

Posted by Ej Lee > 2016-12-06 08:58 | Report Abuse

Instead of chasing for Q-o-Q figures, why not look at the bigger picture
Expected FFB production is >1mil mt
Est Cost of Production per FFB = RM 300-400/mt
Present Selling Price - RM 700+ depending on grade

So what would its plantation contribution look like for the next FY? To me, it is a no brainer. It is more than sufficient to offset its timber division loss.

Posted by hng33 > 2016-12-06 10:08 | Report Abuse

Aside palm oil, Jtiasa Timber division will turnaround as log and plywood are export to earn USD, and USD have strengthen by more than 10% in these Q4, it will more than offset lower production volume and increase profit margin, recoup back these division profitability.

Posted by paperplane2016 > 2016-12-06 10:12 | Report Abuse

hng so confident also........but end up lousy result, kaka

Posted by probability > 2016-12-06 11:42 | Report Abuse

how now RM strengthen...plantation also koyak?

Posted by 10bagger10 > 2016-12-06 11:47 | Report Abuse

koyak? what do u mean koyak?

Posted by hng33 > 2016-12-06 21:29 | Report Abuse

CPO continue strengthen further, at RM 3182

Levy windfall profit tax of 7.5% will be applicable on RM 182, the amount surplus above RM 3000 to be payable to fed gov. These additional windfall profit tax is additional on top of exiting sales tax ( 5% tax payable to Sarawak state gov), in cess ( RM13 per tonne of CPO to the Malaysia Palm Oil Board for subsidy) and 25% corporate income tax ( payable to fed gov).

Posted by ljmeng > 2016-12-07 09:55 | Report Abuse

weak holder keep cutlose.....hahaha

Posted by Mikkel Low > 2016-12-07 11:16 | Report Abuse

CPO price increased but.Jtiasa share price keep falling down

Posted by Annetan > 2016-12-07 13:08 | Report Abuse

I am wondering the reasons why CPO has risen so high yet all the plantation counters hardly budge!Who are the buyers?Investor who saw the bullish rise in CPO? Who are the sellers? Could it be those who knows something the other camp don't know?Just as we have witnessed the rise in the disparity of cold and hot rolled coiled ,yet steel counters hardly budged!All came down when the results came in below expectations!Like maybulk ,price hardly go up when dry baltic rate risen from 300 to more than 1,200? Better don't be overly confident.Overall,this market is super bearish!

Posted by paperplane2016 > 2016-12-07 13:17 | Report Abuse

many stay sideline now. waiting hike first.

Posted by enning22 > 2016-12-07 13:25 | Report Abuse

Voting With Their Feet : Foreign investors dumping more M’sia shares on the KLSE. Here is more scary news. This is more relevant :

The net amount of Malaysian equity sold by foreign investors amounts to -RM780.5 million, up 58.2 percent from the week before (-RM493.3 million).

http://www.malaysia-chronicle.com/you-are-going-to-be-poor-as-investors-flee-msia-all-eyes-on-feldas-rm9-3bil-from-ipo-rm6bil-from-epf-where-has-the-money-gone/

Posted by enning22 > 2016-12-07 13:42 | Report Abuse

Malaysia's exports fell 8.6% to RM69.2 billion in October from a year earlier, mainly on lower oil and gas-related sales. Weaker timber-based sales also contributed to the nation's export drop.
In a statement today, the Statistics Department said liquified natural gas exports dropped 40.2%, crude oil sales declined 27.9%, while refined petroleum product transactions were 1.4% lower.

"Timber and timber-based products (exports) decreased RM240.8 million or 11.4%, from RM2.1 billion," the department said.



In September, the country's exports and imports fell 3% and 0.1% respectively, from a year earlier.

Posted by Mikkel Low > 2016-12-07 17:11 | Report Abuse

last 10mins of transaction time of yesterday and today, suddenly sell order increased few thousand lot..seem somebody unwilling to let jtiasa return to opened price, and trying to pushi down thr share price!

Posted by Shadows > 2016-12-08 16:59 | Report Abuse

So quite today. Any updated news?

Posted by hng33 > 2016-12-09 11:28 | Report Abuse

engine start

Posted by hng33 > 2016-12-13 09:19 | Report Abuse

:D)

Posted by hng33 > 2016-12-13 10:05 | Report Abuse

sold back partial Jtiasa at 1.37, lock paper profit, free up capital frist

Posted by hng33 > 2016-12-13 14:58 | Report Abuse

Sold back another batch at 1.38, reap higher paper profit, free up more capital

Posted by hng33 > 2016-12-13 15:15 | Report Abuse

Sold off all balance Jtiasa at 1.39, lock all handsome paper profit, free up all capital

Posted by mastertrader > 2016-12-13 15:15 | Report Abuse

can it going up again?

Posted by enning22 > 2016-12-13 15:45 | Report Abuse

why not ? need to watch out crude oil price,if steady ,and stay above 50usd .all would be well.

Posted by Kong Ming > 2016-12-13 16:32 | Report Abuse

tomorow gap up :p

Posted by CDYS > 2016-12-13 16:55 | Report Abuse

Hopefully can sold out the CF 2molo

Posted by smartag > 2016-12-13 19:59 | Report Abuse

cpo already stable at 3000, jtiasa should go above 1.50, selling pressure much lower than last month, share price can move easily. May see new high soon.

Posted by smartag > 2016-12-13 22:14 | Report Abuse

Share price will continue rise tmrw

Posted by hotman87 > 2016-12-13 22:25 | Report Abuse

too bad .... :(

Posted by ffforever > 2016-12-13 22:46 | Report Abuse

Output so weak still can rise?

Posted by dnks88 > 2016-12-13 23:41 | Report Abuse

As long as price goes up enough to compensate for dropping output, resulting in total increase of revenue.

Posted by tc2012 > 2016-12-14 00:13 | Report Abuse

ffb drop by 17% over preceding month as compare to 23% drop in
corresponding period of 2015.
LOG increase by 9% over preceding month as comapre to 20% increase in
corresponding period in 2015.
In short,the result is still within expectation

Posted by ljmeng > 2016-12-14 08:27 | Report Abuse

Since jayatiasa so weak in output n high production cost....dun buy la..... Go buy Armada lo..... gaobuzua

Posted by hng33 > 2016-12-14 09:11 | Report Abuse

Awaiting to buyback Jtiasa on weakness.

Posted by dnks88 > 2016-12-14 11:11 | Report Abuse

Ya, let people who lazy to do homework sell and let me collect cheap. They don't realise FFB & CPO average prices are so high compared to last year that JTIASA actually making much more profit than last year.

Posted by Lulu La > 2016-12-14 11:12 | Report Abuse

Concern on timber division...

Posted by Shadows > 2016-12-14 16:14 | Report Abuse

What is the basic for CPO price continue trending upward?

Posted by imoogi99 > 2016-12-15 09:42 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/12/15/palm-oil-production-falls-more-than-expected/

Posted by Masterful Fanny > 2016-12-15 12:51 | Report Abuse

Change counter to vis 0120. Double your money after quarter report.

Posted by Shadows > 2016-12-15 13:30 | Report Abuse

Thanks enning22. I was thinking how it can sustain coz Indonesia continue increasing production and plantation area.

Posted by enning22 > 2016-12-16 10:28 | Report Abuse

CIMB：供应下滑，毛棕榈油价格预期上涨
2016-12-16
富虹非转基因豆油
　　外媒12月15日消息：新加坡联昌国际研究公司（CIMB Research）周四发布报告，将2016年马来西亚棕榈油产量预测数据调低至1730万吨，低于早先预期的1790万吨，较上年产量减少13%。

　　报告称，马来西亚政府数据显示，11月底马来西亚棕榈油库存为166万吨，环比增加5%，不过比上年同期减少43%，比CIMB预测的175万吨低了5%。

　　政府数据显示，11月份马来西亚毛棕榈油产量环比减少6%，部分原因在于季风降雨及厄尔尼诺现象造成马来西亚部分地区发生洪涝。这要低于CIMB预期的降幅3-4%。

　　CIMB分析师Ivy Ng Lee Fang称，我们预计棕榈油库存低于预期的消息对毛棕榈油价格利好。由于担心棕榈油供应紧张，2016年11月份毛棕榈油平均价格环比上涨6%，为每吨2885令吉。

　　Ng称，考虑到棕榈油供应紧张，令吉汇率比预期疲软，因而我们预计12月份毛棕榈油价格在2800令吉到3200令吉。2016年毛棕榈油平均价格预计为每吨2635令吉，2017年平均价格预计为2600令吉。此外，Ng称，由于棕榈油价格上涨，2016年4季度种植园公司的收益可能更为强劲。

Posted by ljmeng > 2016-12-16 11:33 | Report Abuse

Soon will be rewarded.....be patience

Posted by smartInvestor1 > 2016-12-16 12:15 | Report Abuse

Target 1.66

Posted by hafizzuddin42 > 2016-12-16 22:00 | Report Abuse

Golden cross already emerged...nice time to salute bersih..

Posted by hafizzuddin42 > 2016-12-16 22:01 | Report Abuse

Sorry, I meant..SAPU

Posted by Ricky Kiat > 2016-12-18 13:09 | Report Abuse

dumb dumb buy more (^o^)