JTIASA (4383): Company Profile

You should concentrate of what will be the earnimg moving forward and not what others are doing/saying or ???????

For jayatiasa just pure simple: FFB, CPO and PK production are reported every month and CPO and PK price spot price and month average you can get it from MPOB report.

What more do you need.
By the way price will follow earning

3 days ago

Repost;

In the long run No Deforestation, No Peat, No Exploitation (NDPE) sustainability policy commitment that aims to create a more environmentally and socially responsible palm oil industry will cause supply to be stagnant or decrease but demand will continues increase due to population and living standard increase.

3 days ago

Repost :

Posted by Mikecyc > 1 hour ago | Report Abuse

Haha the Kidd Konartist sslleee still No Update on his AGM Questions , is Not a Good sign …

Recalled one of the questions is those Plantations in Pulau Bruit…

3 days ago

Haha another hidden risk … FFB is 10 % outsourced on FY23 …. FY24 is expected ard 20% as to increase the Mill utilisation rate from ard 50 % to 60 % ..

But if the Mill is MSPO certified… is the outsourcing FFB plantations are also MSPO certified ??? 🤔

3 days ago

Did somone know jayatiasa is using their Palm oil mill spare capacity to process third parties FFB into CPO and PK. Isn't that an addition income for jayatiasa?

Go and read how much money 3iii Kmlong earning from milling FFB sourcing from third parties.

3 days ago

FGV RSPO certified?

In the process of certifying our mills, we had also certified about 40,000 FELDA schemed smallholders.👍👍👍

3 days ago

Once your mill is RSPO or MSPO certified then your mill can only accept FFB from RSPO or MSPO plantation/small holders.

One of the criteria for RSPO or MSPO is plantation or small holder must hold a valid land freehold/leasehold/rent title to the plantation land. This is to prevent illegal planting in forest area.

3 days ago

Haha kidd Konartist sslleee is spooked again ke ???🤣🤣🤣😱🤔

—-

Posted by Mikecyc > 11 minutes ago | Report Abuse

Haha another hidden risk … FFB is 10 % outsourced on FY23 …. FY24 is expected ard 20% as to increase the Mill utilisation rate from ard 50 % to 60 % ..

But if the Mill is MSPO certified… is the outsourcing FFB plantations are also MSPO certified ??? 🤔

3 days ago

RSPO :

The Roundtable on Sustainable Palm Oil(RSPO) was established in 2004 with the objective of promoting the growth and use of sustainable palm oil products through global standards and multistakeholder governance.

MSPO :

The Malaysian Sustainable Palm Oil (MSPO) Certification Scheme is the national scheme in Malaysia for oil palm plantations, independent and organised smallholdings, and palm oil processing facilities to be certified against the requirements of the MSPO Standards.

3 days ago

s3phiroth

u dont really need rspo if u dont sell to europe and guess what? jtiasa never export their cpo.

3 days ago

Haha Kidd Konartist sslleee no reply on Jtiasa Dividend ke ??? See Kim Loong Resources Bhd …

Ee Beng Heng 1 Like · Reply
Surprise Extra Div, additional 5 sen coming !!!! Due to higher profit as CPO touches 5,k/ ton !!!!
2 weeks · translate ·

Mohd Naim
they always give special dividend every year
Like · 2 weeks · translate

Liew Kim Weng
I guess that dividend was meant to be paid in Jan next year but the boss decided to distribute earlier to avoid the 2% dividend tax.
1 Like · 2 days · translate

Liew Kim Weng 3 Like · Reply
Special dividend. It's rewarding to be shareholders of kmloong.
2 weeks · translate ·

3 days ago

virgogo

why argue until the cow came home. As long as cpo price average 4 k jaya tiasa will earn decent earning and give dividend. Its value of all plantations and timber concessions combined is much higher than its total market capitalisation. Compared this with many other companies with bigger capitalisations but with peanut earnings and dividend.

3 days ago

Haha konartist sslleee Jtiasa just 1 year impairment RM 151.2 million is more than Jaks total 5 years Impairment… how about preceding FY … no wander Total Asset is keep reducing:

👉👉👉 FY24 : Impairment of Total RM 151.2 million!😱🤔

>> Referred to QR ended September 2024 :

👉Total Assets : RM 1970 million vs June 2024 RM 1979 million , is reduced by RM 9 million.

👉👉Acquisition n Disposal of PPE :

> Acquisition = RM 9.1 million
> Disposal = ( RM 0.94 million)

Total Assets is reduced:

2019 : RM 2406 million

2023 : RM 1955 million ( - 451 million )

2024 : RM 1979 million ( + 24 million )

👉👉Is reduced by RM 427 million from 2019 to 2024 , ie : over 5 years .

3 days ago

FY21 Annual Report :

👉A total of RM45.5 million of CPO Future hedging loss was taken up during
the year. Our cash flow from Operating Activities contracted 21% to RM146.4 million.

What is the price of CPO in Malaysia 2021?

The MPOC forecasts that for the entire 2021, CPO prices will trade within the range of RM3,517/MT to RM4,745/MTwith an average of RM4,131/MT.

CPO Local Prices
2021 2020
Sep 4,556 2,924
Oct 5,051 2,980
Nov 5,341 3,422

3 days ago

30/09/2024 30/06/2024
RM'000 RM'000
Net assets 1,553,555 1,514,946

Depreciation and amortisation 34,326 34,669

Dividend paid (34,129) (16,456)

Really LOL. Don't even know what the different between depreciation and impairment?
Better keep your money in FD if you really have money and not wasted on Jaks.

3 days ago

Jaks , PMcorp n Yinson financial ratios comparison:

1.) Jaks : Price RM 0.135

EPS 0.71 sen
Trailing PE (Sector Median: 21.1) 18.9
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.78 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 4.0) 35.93 %
ROE (ROIC: 0.73) 0.93 %
NTA 0.6000

2.) PMCorp : Price RM 0.135

EPS -12.97 sen
Trailing PE (Sector Median: 14.0) 0.0 ( - 1.04 )
Current Ratio 1.42
Debt-Equity (DE) Ratio 0.6
FCF Yield -5.37 %
Revenue QoQ -11.14 %
Revenue YoY -11.14%
Profit QoQ 88.2 %
Profit YoY -171.45 %
Profit Margin (Sector Median: 2.1) -46.2 %
ROE (ROIC: 11.05) 12.81 %
NTA 0.2326

3.) Yinson : Price RM 2.60

EPS 28.52 sen
Trailing PE (Sector Median: 9.5) 9.1
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.63 %
Revenue QoQ -3.25 %
Revenue YoY -29.03%
Profit QoQ 0.0 %
Profit YoY -2.4 %
Profit Margin (Sector Median: 5.8) 8.99 %
ROE (ROIC: 4.16) 10.24 %
NTA 1.8900

3 days ago

Haha as usual the Best Wayang Director Konartist sslleee like twisting on Insas Other Operating Expenses is High yearly.. he said is Due to Commission, want to write to Insas to include Commission wording in Other Operating Expenses… after Big 👄 then Diam Diam Anjj jjing liaw …🤣🤣🤣👍

So Konartist sslleee still No update on yr AGM questions… is a Bad sign le .. 😱😱😱🤔

👉Is impairment included in depreciation and amortization?

Impairments are not the same as depreciation or amortization. In the case of depreciation or amortization, the loss of value of the asset is anticipated and planned for. With impairment, the loss in value is unexpected.

Impairment is the permanent reduction in the value of a fixed asset or intangible asset to the point that its market value is less than the value recorded on the financial statements. Under GAAP, impairments are entered as a loss on the income statement. Impairments are not the same as depreciation or amortization.

3 days ago

Jaks , PMcorp n Yinson financial ratios comparison: 👉 ( add in Konartist Sslleee promoted SCIB with TP RM 1.00 by early 2025 , without knowing the Major over 20 % is on Force Sell .😱🤔) :

1.) Jaks : Price RM 0.135

EPS 0.71 sen
Trailing PE (Sector Median: 21.1) 18.9
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.78 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 4.0) 35.93 %
ROE (ROIC: 0.73) 0.93 %
NTA 0.6000

2.) PMCorp : Price RM 0.135

EPS -12.97 sen
Trailing PE (Sector Median: 14.0) 0.0 ( - 1.04 )
Current Ratio 1.42
Debt-Equity (DE) Ratio 0.6
FCF Yield -5.37 %
Revenue QoQ -11.14 %
Revenue YoY -11.14%
Profit QoQ 88.2 %
Profit YoY -171.45 %
Profit Margin (Sector Median: 2.1) -46.2 %
ROE (ROIC: 11.05) 12.81 %
NTA 0.2326

3.) Yinson : Price RM 2.60

EPS 28.52 sen
Trailing PE (Sector Median: 9.5) 9.1
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.63 %
Revenue QoQ -3.25 %
Revenue YoY -29.03%
Profit QoQ 0.0 %
Profit YoY -2.4 %
Profit Margin (Sector Median: 5.8) 8.99 %
ROE (ROIC: 4.16) 10.24 %
NTA 1.8900

4.) SCIB : Price RM 0.25
EPS 0.33 sen
Trailing PE (Sector Median: 13.7) 74.8
Current Ratio 1.53
Debt-Equity (DE) Ratio 1.1
FCF Yield -13.07 %
Revenue QoQ 0.13 %
Revenue YoY 14.57%
Profit QoQ -166.01 %
Profit YoY -223.97 %
Profit Margin (Sector Median: 6.4) 1.27 %
ROE (ROIC: -10.78) -12.47 %
NTA 0.2300

3 days ago

sherlock

congrat

2 days ago

speakup

Super bullish stock how come OTB and KYY no promote kuat kuat?

2 days ago

Will it be another good day for Jaya Tiasa?

Market Summary
Company Announcements
Market Information
Market Data Overview
Market Data Overview
As at 29 Nov 2024 05:15 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
No Name Month Last Done Change Vol (`00) OI
1 FCPO Feb 2025 5,023.0000 +138.0000 45,798 125,812
2 FCPO Mar 2025 4,903.0000 +110.0000 17,966 51,163
3 FCPO Jan 2025 5,128.0000 +163.0000 11,288 40,449
4 FCPO May 2025 4,642.0000 +58.0000 10,552 30,477
5 FCPO Apr 2025 4,768.0000 +77.0000 9,740 25,511
6 FKLI Dec 2024 1,595.0000 - 8,297 39,455
7 FCPO Dec 2024 5,236.0000 +176.0000 2,640 6,459

1 day ago

@sslee:
Based on the current CPO, what is your estimated coming Q2 earning?

1 day ago

You need to work out the revenue for month Oct, Nov and Dec based on reported CPO and PK month average MPOB spot price and jayatiasa reported CPO and PK production.

It is still too early to estimate coming quarter ended 31/12/2024 earning.
But based on quarter end 30/9/2024 earning when quarter average CPO price 3935 and PK 2452 and Quarter ended 31/12/2024 should be much higher thus earning should be higher.

1 day ago

If we assume that the coming 2Q - OCT to DEC: same as last FY2024:-
1) FFB 345,778 MT,
2) CPO production 69092 same as last FY 24.
3) Average spot CPO 4400 to 4500.

What is your estimated for coming 2Q Earning?
Reading on phillip posting mentioning, you estimate PBT 130mil coming Q? Seem good earning..
The management has forecast the FY2025 FFB 1.2mil MT. in increase of about 10%..

1 day ago

When I bought Jayatiasa my aim is to build a portfolio that will give me good dividend. I only estimate as long as CPO can stay about 4000 it will be already very good.

So anything above that is extra bonus for me.
Note: PK price is now 3500+

1 day ago

Good, your estimation on CPO 4000 is conservative.
So, Based on the above date and assumption. As mentioned by phillip earlier posting, if you target Coming 2Q 130mil PBT, PAT should be more than 100mil, EPS is 10cent +.. Cash flow should be 150 mil. Half year EPS can hit 0.17c+... Sound good.. No wonder the price keep going up. Heard some funds are accumulating also..

1 day ago

kl_guy

FCPO already at rm5000 level. Jtiasa coming quarter will be great .

1 day ago

Philip ( buy what you understand)

Anyhow, thanks u sslee. i managed to sapu below 1.20 weeks earlier for investment and dividend.

1 day ago

Berlin

Happiness is JTiasa share price overhauling JPG's. It can only achieve this feat with strong hands buying for the longer term and believing in JTiasa's future.

1 day ago

2024-12-02

Price Target

AirAsia X Berhad - Stronger Quarter Ahead
Source : PUBLIC BANK, Price Call : BUY, Price Target : 2.47
Last Price : 1.90, Upside/Downside : +0.57(30.00%)

1 day ago

kl_guy

my target rm1.50 coming

1 day ago

AlphaAdventurer

Floods cause crude palm oil prices to soar

https://www.bernama.com/tv/news.php?id=2369425

1 day ago

G-boy

sslee 3:0 mike!!!
totally dominate win

1 day ago

calvintaneng

JTIASA (GIANT TREASURE)

206,000 ACRES! BIGGER THAN SPORE LAND AREA OF 180,000 ACRES

The ASEAN Century Southeast Asia on the rise 1) Malaysia. 2 to 5: the Philippines, Thailand, Indonesia, and Vietnam.

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-12-02-story-h475645343-The_ASEAN_Century_Southeast_Asia_on_the_rise_1_Malaysia_2_to_5_the_Phili

1 day ago

3 months without mikecyc polluting this thread is a godsend. I was wondering why he wasn't arguing and fighting today as well then realized his amount suspended. I wish him all the best and hope he can spend the time to study and learn how to improve his stock selection ability and patience to hold.

To sslee. Good job indeed

1 day ago

s3phiroth

Better cut 5% ffb production for this quarter because malaysia's ffb production level is lower than last year.

Posted by value_invest > 9 hours ago | Report Abuse

If we assume that the coming 2Q - OCT to DEC: same as last FY2024:-
1) FFB 345,778 MT,
2) CPO production 69092 same as last FY 24.
3) Average spot CPO 4400 to 4500.

What is your estimated for coming 2Q Earning?
Reading on phillip posting mentioning, you estimate PBT 130mil coming Q? Seem good earning..
The management has forecast the FY2025 FFB 1.2mil MT. in increase of about 10%..

1 day ago

Patient Investor

would the logging and manufacturing business ever be return to prime ?

1 day ago

sunnyguy

with tightened control from state government on the forest resources, it is nearly impossible for the timber division to achieve the good result same as its prime time (2015-2017), just my own opinion.

1 day ago

G-boy

good bye mike...hope you be a good guy after reborn..

1 day ago

calvintaneng

Yes ah?

The fella who us grandmother story suspended by i3 admin?

Well done i3 admin

Now let palm oil bull run go up in peace

✌️

https://biblehub.com/proverbs/22-10.htm

1 day ago

jjohnchew

Hoho as said earlier unloading shl take 3 days ….

16 hours ago

Save

Is Jtiasa drawing a technical chart of a bowl and handle pattern? If so Target 1.60. Fatt.

14 hours ago

jjohnchew

Hoho is not Cup n Handle …

13 hours ago

jjohnchew

Volume : 45,459,009

Price : 1.37

VWAP : 1.37

-

Volume : 27,161,000

Price : 1.39

VWAP : 1.365

13 hours ago

Up_down

Share price is mainly drived by CPO prices.

13 hours ago

ta5851

Good job admin. At last can really read good info about jtiasa instead of full with toxic rubbish.

13 hours ago