JTIASA (4383): Company Secretary

Itu tak ada otak dompeilee ada run to Jepun? Klse meltdown coming.. Lose berapa. Cash now ready to go all in

2 weeks ago

FCPO Report-Malaysian palm oil futures were below MYR 3,900 per tonne following solid gains in the prior session, rattled by a stronger ringgit and weaker Dalian rival oils. Meantime, crude oil prices hovered at an 8-month low, due to mounting fears of a recession in the US. Still, strong export estimates limited the fall, as cargo surveyors' data noted Malaysian palm oil shipments may rise between 22.8% and 30.91% from the prior month in July. Meanwhile, Societe Generale de Surveillance said exports were at 1.48 million tons, surging 23.6% from June. Turning to key buyer China, clients continued to refill inventories, ordering cargoes for palm oil delivery until September. Meanwhile, Chinese services activity in July emerged from an 8-month low. In the world's largest edible oil importer India, palm and soybean oil purchases for July soared to their highest levels in a year, with refiners increasing their buying following a price correction while anticipating a potential import duty hike.

2 weeks ago

FCPO Report-Malaysian palm oil futures were below MYR 3,770 per tonne, falling for the second session to notch their lowest level in six months as contracts for rival oils on the Dalian and CBoT markets tumbled while ringgit slipped further. Market participants also stayed vigilant ahead of crucial data this week from key buyer China, notably trade figures and inflation numbers. Separately, industry regulator data for July will be released next week. Potential bargain-hunting activities capped the bearish notion, along with forecasts of solid exports last month, marked by cargo surveyors' data that noted Malaysian palm oil shipments may rise between 22.8% and 30.91% from June. In top buyer India, palm and soybean oil purchases soared to their highest in a year for July, with refiners preparing for a potential import duty hike. Elsewhere, crude oil prices jumped after falling in the prior three sessions, as fears of a wider conflict in the Middle East prompted fresh buying.

2 weeks ago

Ini share in icu. With dompeilee. Better buy other share

2 weeks ago

JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of July 2024 as follows:

Product Production
Fresh Fruit Bunches 101,601 metric tonnes
Crude Palm Oil 20,558 metric tonnes
Palm Kernel 4,693 metric tonnes
Logs 8,976 cubic metres

This announcement is dated 9 August 2024.

2 weeks ago

Hoho Jtiasa FFB   

July-Sept: FFB MT   
2019: 425,801   
2020: 326,209    
2021: 195,447
  2022: 263,948   

July 2023 : 110,269  
August 2023 : 120,313  
Sept 2023 : 129,158   
Total = 359,740    

> July 2024 : 101,601

2 weeks ago

By month end will know what will be the PBT and dividend for quarter end 31/6/2024.
Expecting PBT of 40-50 million and another 2.5 sen dividend.

2 weeks ago

Genine holding in jayatiasa is now: 60,146,264 6.21%

Date of Change Type Number of Shares
25-Jul-2024 Disposed 600,000
Registered Name Genine Chain Limited
Nature of Interest Direct Interest
Nature of Interest Direct Interest
Shares Ordinary Shares
Reason Disposal through open market
Total no of securities after change
Direct (units) 60,146,264
Direct (%) 6.21
Indirect (units) 0
Indirect (%) 0.00
Total (units) 60,146,264
Total (%) 6.21
Date of Notice 26-Jul-2024

2 weeks ago

By the way jayatiasa already in net cash position as at quarter end 31/3/2024
RM'000
Cash and cash equivalents 270,371
Current Liabilities
Loans and borrowings 56,293
Non-current Liabilities -
Loans and borrowings 185,867

2 weeks ago

Mike-tikus,
Mind telling what will be jaks quarter end 31/6/2024 will look like?

2 weeks ago

Berlin

No need to worry about Genine Chain disposing more shares so long as disposal is orderly and rational. Other savvy investors will pick up the shares if 4Q24 financial results are decently above RM40m with management transparent and fair to minorities. Yes, a generous final dividend of 3% plus no surprise RPTs or asset impairments or such will be much welcomed. I hold out hopes JTiasa can evolve to be more like Ta Ann.

2 weeks ago

Any impairment of biological assets will effect the PBT and thus pay less income tax.
But the beauty of impairment of biological assets is the sum is added back in cash flow from operating activities.

31.12.2023 31.12.2022
RM'000 RM'000
Cash Flows from Operating Activities
Profit before taxation 175,528 128,461
Adjustments for:
Depreciation and amortisation 103,583 101,506
Fair value changes in biological assets 31,191 8,979
Interest expenses 14,310 17,421
Interest income (6,766) (3,225)
Net loss/(from) on disposal of property, plant and equipment 5,723 (1,427)
Property, plant and equipment written off - 1,915
Operating cash flows before working capital changes 323,569 253,630
Net change in current assets (22,092) 16,524
Net change in current liabilities 3,590 (40,428)
Cash flows from operations 305,067 229,726
Interest received 6,766 3,217
Interest paid (14,310) (17,421)
Income taxes paid, net of refund (15,324) (11,855)
Net cash flows from operating activities 282,199 203,667

2 weeks ago

Jayatiasa for below RM 1.00 it was a steal.

2 weeks ago

Sorry cut and paste the wrong months ended date previosly.
Correction
9 months ended 9 months ended
31/03/2024 31/03/2023
RM'000 RM'000
Cash Flows from Operating Activities
Profit before taxation 175,528 128,461
Adjustments for:
Depreciation and amortisation 103,583 101,506
Fair value changes in biological assets 0 31,191 8,979
Interest expenses 14,310 17,421
Interest income (6,766) (3,225)
Net loss/(from) on disposal of property, plant and equipment 5,723 (1,427)
Property, plant and equipment written off - 1,915
Operating cash flows before working capital changes 323,569 253,630
Net change in current assets (22,092) 16,524
Net change in current liabilities 3,590 (40,428)
Cash flows from operations 305,067 229,726
Interest received 6,766 3,217
Interest paid (14,310) (17,421)
Income taxes paid, net of refund (15,324) (11,855)
Net cash flows from operating activities 282,199 203,667

2 weeks ago

Haha why July 2024 FFB output is Less than July 2023 FFB output ?? Let see coming August 2024 output ? Replanting issue ???

2 weeks ago

Palm oil trees 20 years age is considered old trees … need Replanting latest by 25 years age .

TSH : average Trees age 13.4 years … Jtiasa : average Trees age 14.0 years …

👉 see Public Invest Research on TSH article:

👉Jtiasa :

All our palm trees have matured. Out of the Group's total planted area of 69,589 hectares, about 3% of the palms are more than 18 years of age. The average age of palms is 14 years, which is within the prime production bracket.

👉TSH :

PublicInvest ceases coverage on TSH Resource due to slow growth, sluggish FFB yield
By Faiqah Kamaruddin
May 21, 2024 @ 11:02am

KUALA LUMPUR: Public Investment Bank (PublicInvest) is ceasing its coverage of TSH Resources Bhd due to the company's limited growth prospects and sluggish fresh-fruit bunches (FFB) yield.
The firm said it is reallocating its internal sources to other sectors.

2 weeks ago

Waiting for soheiii dompeilee, he give buy signal only buy..

2 weeks ago

Dear sslee, Many stock also was a steal last week, not only jtiasa.. When will drop more again.. Didn't pick up enough. Not enough profit last week

2 weeks ago

Aiyoyo Mike-tikus,
Jaks revenue of RM 14,217,000 not even enough to cover Other Operating, Administrative Expenses RM (15,997,000) what more Finance cost RM (8,054,000). So chamloh next year another PP or RI?

Quarter Quarter
ended ended
31-Mar-2024 31-Mar-2023
RM'000 RM'000
Revenue 14,217 14,160 1
Cost of Sales (15,336) (13,337)
Gross Profit (1,119) 823
Other Operating Income 510 489
Selling and Distribution expenses
Other Operating, Administrative Expenses (15,997) (14,875)
Operating Loss before finance cost (16,606) (13,563)
Finance cost (8,054) (5,723)
Operating Loss after finance cost (24,660) (19,286)

2 weeks ago

dompeilee

Hah, I'm still ALIVE & though not shrewd enough to average down on Jtiasa this week, nobody can take away my achievement of selling virtually at the TOP of $1.46-1.52 this year!🏅 My new cost is much lower than the previous 10 yrs & lower than soheem Ytl2023's $1.22 entry...😃

2 weeks ago

Soheiii here many sold at Rm1.52 pls..

2 weeks ago

U cost so high keep so many years. Got profit a not. Or old already, lupa dementia

2 weeks ago

dompeilee

Soheem like you try to remember everything...😂 I keep meticulous records since the beginning of 2013 so I can tell you exactly how much I earned from the hundreds of stocks I traded here, in the US, S'pore, HK & Japan down to the last ¢💰🈶 by referring to my detailed accounts. Of course, one can't recall every one of those hundreds of thousands of trades that earned close to a million$ so everyone has dementia I guess? At least I'm not demenTED like you🤣

2 weeks ago

Careful with Japan market, if one megaquake strike then Nikkei is a gone case.

On August 8, the JMA issued its first “megaquake” advisory, covering 29 prefectures along Japan's Pacific coast. It is the first such warning under an alert system that was rolled out in 2019 as part of the Japanese government's extended response to the 2011 triple disaster.

2 weeks ago

investopology

Sharing from fb.
#每周议股
#JTIASA

前两个礼拜的市场走势不止让投资者回吐不少盈利
而且还让投资者对未来该选择什么投资标的感到困扰(至少我是这样啦)
那不如就遵循最简单的老方法
寻找基本面好且较有低估嫌疑的公司

#JayaTiasa 是深耕在Sarawak的种植公司
大部分生意来自油棕，小部分来自伐木
这次看上他 #原因很简单

1 公司生意 #从亏转盈第三年了
管理层已经证明了公司可以持续稳定的发展
目前树龄是产量高峰期
公司也有持续扩张和维持高效营运的坚持
像是提高榨油率（OER）和善用无人机代替人力检查棕油树情况

2 公司从net debt 变成 #netcash 公司
未来没有犯大错肯定可以持续net cash 越来越多的公司
且公司目前PB才0.66
在net cash，ROE 超过12%和net profit margin 不错的情况下
有低估嫌疑

3 公司有 #派发更多股息的可能性
market 一直都是很喜欢大方派股息的公司
目前公司的dividend payout policy是20%
可是也是承诺在不对公司营业有影响之下，会尽力回馈股东
要是公司大力加派股息，未来DY拉高后
被投资者/基金青睐，进而拉高估值也是可以被期许

#风险
说到plantation 肯定就是和两个关键词脱不了关系
#周期 + #无聊

油棕作为大宗商品始终是逃不开 #周期波动的命运
需求量一下子被冲击，#CPO 价钱不换，margin 下滑也是家常便饭
目前来看CPO 价钱在3,833.50，从之前3月的4,000多高峰回落后就持续横摆
如果不继续下滑，也算是可以接受的价位
种植公司有时也得看天吃饭，比如天气会造成产量下滑
所以有时只有天时地利人和，公司才可以顺利创造高盈利

#ESG 也是相当让人头疼的事
作为种植公司，常常会因为工人权益，环境保护的问题被质疑
所以你可以看的公司常常在年报巴拉一大堆说自己多在意ESG
保障工人权力也是保护森林
随着社会对ESG越来越关注
投资机构往往也不得不在做出投资选择时候对公司的ESG做出考核
有些基金甚至不能买入无法达标的公司

#技术面
不用多说，小白一看也知道目前是没有up trend
整个种植板块也不在风口上

#总结
好坏都各都说了那么多
至于值不值得把钱parking 在里面就不是我可以做决定的事
大家看完了相信心里都有自己的答案

1 week ago

Our existing policy is to pay a minimum dividend of 20% of net profit subject to not compromising the Group's ability to support its pursuit for long-term growth. However, that will not restrict declaration of dividend of more than 20%. With improvement in financial position and market condition, the dividend payout will increase accordingly.

1 week ago

speakup

will declare minimum 2 sen, maximum 3 sen dividend this QR

1 week ago

kkwong13

In term of palm oil, CPO price will slowly go up to RM4100+ & I believe Jtiasa palm oil tree is maturing, reaching average 14yrs+ good harvest period, up 30% growth annually for next 5 to 6yr at least. Plus is revenue & earning are way better than SOP, TSH and others blue stock. Opportunity is high for those who expect CPO price raising to RM4100 and beyond.

1 week ago

利好不涨？
FCPO report: Malaysian palm oil futures traded around MYR 3,730 per tonne after hitting as high as MYR 3,767 in the prior session, weighed by falls in rival oils on the Dalian and CBoT markets. Meanwhile, monthly data from the industry regulator showed that output surged 14% from the prior month to 1.84 million tons in July. At the same time, there were signs of weak exports in August, marked by the latest readings from cargo surveyors that Malaysian palm oil products during August 1-10 each slipped between 12.2% and 17.7%. Capping the decline were fresh figures from the Malaysian Palm Oil Board that indicated inventories at the end of July shrank 5.4% to 1.73 million tons. In top importer India, palm oil purchases in July surged 39% from June to 1.09 million metric tons, the highest in 13 months, dealers said. Elsewhere, crude oil prices rose for the fifth session, amid mounting tensions in the Middle East and strengthening bets of an imminent rate cut in the US, which all could lift demand.

1 week ago

利好不涨是看空？
https://theedgemalaysia.com/node/722470
KUALA LUMPUR (Aug 12): Malaysia’s palm oil exports surged 39.92% to 1.69 million tonnes in July 2024 from 1.21 million tonnes in June 2024, according to the Malaysian Palm Oil Board (MPOB). At the same time, CPO production rose by 13.97% m-o-m to 1.84 million tonnes, from 1.62 million tonnes in June, while palm kernel output was up by 16.17% m-o-m to 427,342 tonnes, from 367,852 tonnes in June.

1 week ago

SuperA

Good Production Result for July 2024 with the average price of July RM4034.

Product Production
Fresh Fruit Bunches 101,601 metric tonnes
Crude Palm Oil 20,558 metric tonnes
Palm Kernel 4,693 metric tonnes
Logs 8,976 cubic metres

1 week ago

FCPO report: Malaysian palm oil futures hovered around MYR 3,700 per tonne, slipping for the second session amid declines in rival oils on the Dalian and CBoT markets. Meanwhile, there were signs of deteriorated exports, with early data from cargo surveyors indicating Malaysian palm oil products sank between 12.2% and 17.7% from July during the first ten days of August. Simultaneously, monthly data from the industry regulator showed production in July jumped 14% from the prior month to 1.84 million tons. Regarding crude oil, prices broke a five-day streak of gains, due to demand concerns after OPEC cut its forecast for 2024 demand growth in the face of softer figures in China. A weaker ringgit limited the bearish notion, along with reports that palm oil purchases in top buyer India surged 39% from June to 1.09 million metric tons, the highest in 13 months. Meantime, inventories at the end of July shrank 5.4% to 1.73 million tons, according to the Malaysian Palm Oil Board.

1 week ago

investopology

Wow should be bottom soon.
https://www.tradingview.com/chart/JTIASA/ZbulTn12-ON-PULLBACK-AFTER-BREAKOUT/

1 week ago

Boon Keng

Jtiasa MACD is golden cross soon. It seem like now is building the based before go up. QR should good. Revenue and profits will be increase at least 40%.

1 week ago

FCPO: Malaysian palm oil futures fell over 1% to around MYR 3,710 per tonne after hitting as high as MYR 3,761 in the prior session, dragged by mounting concerns of weak exports after fresh data from cargo surveyors indicated Malaysian palm oil products slipped between 20.2% and 22.3% from July during the first 15 days of August. The contracts are pointing to the fourth straight weekly drop, down nearly 1% so far, as economic recovery in key buyer China was uncertain, highlighted by weak activity data for July. Still, strength in rival oils on the Dalian Exchange and a weaker ringgit capped the fall. Regarding inventories, palm oil stocks at the end of July fell 5.35% from June to the lowest since March of 1.73 million metric tons. In top producer Indonesia, supply may be tightening after its shipments of crude palm oil and its derivatives contracted in July. Turning to India, the world's largest palm oil importer, markets projected robust demand for August, ahead of upcoming festivals.

6 days ago

Up_down

Market plays yo-yo games until many short term players run for life. Haha

5 days ago

Jtiasa Quarterly Production output :

July-Sept: FFB MT
 2019: 425,801
 2020: 326,209
 2021: 195,447
 2022: 263,948
2023 : 359,739
2024 : July 101,601

3 days ago

August production is increasing. Export start increase after middle of August. Share price small uptrend will be noticed end of August.

FCPO Report: Malaysian palm oil futures hovered above MYR 3,730 per tonne after touching as low as MYR 3,698 in the prior session, lifted by firmer rival oils on the Dalian and the CBoT markets. Traders were also upbeat amid buying interest from top buyer India ahead of the festival season between September and November. Meanwhile, inventories at the end of July were low, with Malaysia's palm oil stockpiles at 1.73 million metric tons, the least since March. In the world's largest producer Indonesia, Jakarta is working for the rampant use of palm-oil-based B40 biodiesel in 2025. Capping the rise was a strong ringgit. At the same time, concerns about weak exports grew, with cargo surveyors noting shipments of Malaysian palm oil products for the first 20 days of August sank between 16.7 to 18.5% from July. Elsewhere, crude oil prices fell for the fourth session, pressured by an unexpected rise in US crude inventories, signs of easing tensions in the Middle East, and uncertain demand outlook in China.

3 days ago