Posted by hotman87 > 2016-12-19 13:24 | Report Abuse

http://smr.theedgemarkets.com/article/growth-palm-oil-companies-really-unstoppable?utm_source=Singapore+Market+Report&utm_campaign=e8cf2ab5fe-EMAIL_CAMPAIGN_2016_12_18&utm_medium=email&utm_term=0_46b7beec93-e8cf2ab5fe-90733549

Posted by tah16600 > 2016-12-19 22:43 | Report Abuse

Historical high Rm 3.38, now selling Rm1.38, a drop of 59%. a low risk buy.

Posted by manji > 2016-12-19 22:48 | Report Abuse

xinquan historical high rm1.xx
now... lol

Posted by tah16600 > 2016-12-19 22:53 | Report Abuse

Xinquan is a con stock lol!

Posted by enning22 > 2016-12-20 23:11 | Report Abuse

wtk has very small palmoil plantation ,jtiasa has big palmoil platation, that is the different.jtiasa has to utilise large percentage of earning from plantation to help timber sector, so we have net profit figure not so shining as compare to other plantation houses.

Posted by Shadows > 2016-12-21 09:01 | Report Abuse

With usd remain strong on weaker RM. Timber should do better next year if emerging economy is recovering. Especially oil price showing stability.

Posted by bestbuy > 2016-12-21 15:30 | Report Abuse

omg, u guys better do some homework and check on their monthly production, where log production with such a big drop yoy

Posted by manji > 2016-12-21 15:49 | Report Abuse

Cpo production is a concern. Big decrease compare to last quarter

Posted by Shadows > 2016-12-21 17:50 | Report Abuse

It is more about management of jtiasa on why the share is undervalue. Company seem to have many potential in term of land bank and expose to export.

Posted by sunnyguy > 2016-12-21 20:22 | Report Abuse

the best is yet to come

Posted by tah16600 > 2016-12-21 22:37 | Report Abuse

The longer u keep the better u r

Posted by dnks88 > 2016-12-22 08:49 | Report Abuse

Timber segment down is a known variable. Palm oil segment is the saving grace. Palm oil segment production down true but that's the overall palm oil industry phenomenon. Supply drop, price up, common sense. The point is investors should look at whether this production drop/price up is positive/negative to earnings. If you are still lazy to do homework even though production figures and price figures are publicly available then you are missing the real picture. Oh, don't forget management mentioned new palm oil mill with bigger capacity will be operational by this year end...meaning more palm oil production...

Posted by manji > 2016-12-23 02:53 | Report Abuse

fyi some palm oil companies production up...pls do ur homework tq

Posted by dnks88 > 2016-12-23 10:24 | Report Abuse

http://bepi.mpob.gov.my/index.php/en/statistics/production/168-production-2016/747-production-of-oil-palm-products-2016.html

Refer to above link, OVERALL MARKET production down. You are talking about SOME COMPANIES production up, which could be due to more matured trees, more plantations acquired etc... have you really done your homework manji?

Posted by Justa Doll > 2016-12-23 10:29 | Report Abuse

but listed among those which will benefit from strong USD

Posted by manji > 2016-12-23 14:24 | Report Abuse

My point is, y not invest in companies with better CPO production ahead and thus guaranteed better profit, instead of Jtiasa with lower production and uncertainty of timber business.

Posted by Yippy68 > 2016-12-25 04:32 | Report Abuse

Manji, bplant can be your choice,pure oil palm and net cash, big land bank near town, selling per acre around 300,000 recently, very fantastic dividend 13 sen yearly, very undervalued at 1.60, expect another dividen of > 5 sen next quarter in feb 2017, dividen in a quarter is equivalent to a year FD income.

Posted by steve_usa > 2016-12-25 13:33 | Report Abuse

Calling to calvintaneng, we can't wait to see your stocks performance in Stock Pick Contest 2017! Demonstrate your making money skills otherwise get lost from i3. We are not sure if you have the available fund to join the contest, otherwise can source it from Ah Long! Don't chicken out or else you got no face to face everyone in i3!

Posted by Yippy68 > 2016-12-25 21:23 | Report Abuse

calvin, it should b fair for people to ask u to take part..go calvin go.

Posted by tc2012 > 2016-12-26 12:49 | Report Abuse

@enning22 , can you share some walkingdead stories of jtiasa ?

Posted by mastertrader > 2016-12-28 16:46 | Report Abuse

can buy now 1.32/1.33

Posted by noah > 2016-12-29 15:54 | Report Abuse

Based on FELDA's logic,
"share price is not the accepted valuation method when it comes to a plantation company.
The share price may not reflect true value of EHP. The accepted valuation is enterprise value per hectare, which is US$16,000 enterprise value per hectare ev/ha)"

Since FELDA state US$16,000/ha is consider acceptable and reasonable.

Let's work on it.

US$16,000 x 4.5 x 69,589 ha
How much does the oil palm plantation of JTIASA worth?

RM 5 BILLION !

Market cap? RM1.3b

Posted by noah > 2016-12-29 15:56 | Report Abuse

if you believe in them...

Posted by jqx535499 > 2016-12-29 17:57 | Report Abuse

Byk2 kaunter plantation fgv di teladani? Itu company di asakan arwah bapa ds najib untuk kegunaan agenda bumiputeea/Melayu. Jtiasa company cina mana sana. Kurang bijak lu. Con company fgv

Posted by Adamtee > 2016-12-29 20:41 | Report Abuse

jtiasa gogogo

Posted by jqx535499 > 2016-12-30 10:23 | Report Abuse

Harga ladang last transaction sarawak plant beli rm39,000 per ha sbg indikator bukan harga fic beli eagle high sebagai panduan noah...

Posted by Adamtee > 2016-12-30 14:37 | Report Abuse

jt it 1.4

Posted by FGV_ > 2017-01-02 15:19 | Report Abuse

Nov output reduced 20% compared to Oct and 30% if compared to Sep. Expect coming QR in red.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5287113

Posted by Adamtee > 2017-01-03 09:26 | Report Abuse

jt 没有人买的？

Posted by enning22 > 2017-01-03 11:43 | Report Abuse

cpo production down is due to seasonal factor,all plantations too are experiencing this seasonal decline.timber price i think is about to recover, as Japanese economy is starting to improve , with healthy growth in GDP reported.This certainly would benefit the Japanese property market.India economy is in top form.These two countries are the largest comsumers of sarawak timber.

Posted by Rickchia > 2017-01-03 15:26 | Report Abuse

Keep it up!

Posted by Adamtee > 2017-01-04 09:14 | Report Abuse

jt target price ??

Posted by enning22 > 2017-01-04 10:31 | Report Abuse

if without irregularity of any kind, being honest management, sky is the limit,.

Posted by mickey77 > 2017-01-04 15:31 | Report Abuse

start up

Posted by Shadows > 2017-01-04 15:32 | Report Abuse

Gogogo

Posted by mickey77 > 2017-01-04 16:17 | Report Abuse

1.42 to clear

Posted by noah > 2017-01-04 16:31 | Report Abuse

Management should not be an issue as the boss is sin chew's boss.
They control all malaysia chinese newspaper except kwong wah and oriental press.
Can check based on track record.

Posted by smartInvestor1 > 2017-01-04 17:07 | Report Abuse

上看1.46 尝试突破

Posted by Adamtee > 2017-01-04 20:04 | Report Abuse

target 1.50

Posted by sunnyguy > 2017-01-04 21:33 | Report Abuse

Deeply undervalued stock

Posted by mickey77 > 2017-01-05 10:45 | Report Abuse

slowly creeping lol

Posted by tah16600 > 2017-01-05 10:55 | Report Abuse

Uptrend mode,strong buy.

Posted by investoo > 2017-01-05 11:09 | Report Abuse

Management honest or not, just benchmark their performance against Taann.

Posted by tah16600 > 2017-01-05 12:55 | Report Abuse

I predict Notion not long ago, that time only 41.5 cts ,now u see 59 cent . Those who bought can laugh all the way to bank;

Posted by xyxy8 > 2017-01-05 21:16 | Report Abuse

Why is Jtiasa moving up? I remember superinvestor kyy not too long ago
said it will be a long while before this counter moves up....

Posted by paperplane2016 > 2017-01-05 21:42 | Report Abuse

Idiots sell, I buy. Who is stupid idiot now

Posted by Shadows > 2017-01-06 17:18 | Report Abuse

The stock is in the raising momentum in line with CPO price. Anyone having TP to break?

Posted by dnks88 > 2017-01-06 18:49 | Report Abuse

TP RM3.00 :P

Posted by probability > 2017-01-06 19:03 | Report Abuse

i am moving away from Steel, Tin stocks, O&G and focusing on plantation now... why?

(1) the world population will continuously expand and demand for this cheapest cooking oil will always be there...the palm oil smear campaign had lost its arguments and people are realizing its even better oil than soybean oil...the price will soon be comparable to soybean's price.

(2) the land that had been relentless cleared in east malaysia and indonesia had come to a saturation point for planting further palm trees...meaning supply source is slowly becoming limited.

(3) you cannot find cheap land anymore....if you want to buy land for personal plantation purpose..i bet cannot find it cheaper than RM70K per hectare...look at thee price these companies are selling.

(4) O&G has huge upper limit on the price of Crude Oil (due to shale oil) just like palm oil has lower limit on its price due to biodiesel..

(5) Unlike all these steel companies, where they are dependent on raw material price, tariffs and selling prices...plantation's only major costs is free...the sunlight & natural minerals found from the soil and decomposing organic material of dead trees...
Its like your costs are almost free..

even the laborers are being helped by machines which can harvest fruits from the trees...its just a matter of time - cheap robots will be introduced to harvest the fruits - they will work day and night for free with the fuel provided by Biodiesel from palm oil itself. If Japanese were ruling malaysia...this robots would have been here by now.


very soon one will never be able to afford to buy any land for their own..

PLANTATIONS IS THE ULTIMATE INVESTMENT for MALAYSIANS.. never lose your market share on this land bank. Price will only go up from now.....no returning back.

And please never ever ever sell it.

Posted by Ricky Kiat > 2017-01-06 22:18 | Report Abuse

dumb dumb hold on jtiasa..cheers..(^o^)