Koon Yew Yin's Blog

Plantation Stocks are hopeless - Koon Yew Yin

Koon Yew Yin
Publish date: Fri, 14 Oct 2022, 04:33 PM
Koon Yew Yin
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An official blog in i3investor to publish sharing by Mr. Koon Yew Yin.

All materials published here are prepared by Mr. Koon Yew Yin

As you can see, CPO price is dropping rapidly as shown on the CPO price chart below. As a result, all plantation stocks will report reduced profit in the next quarter.

CPO price has been dropping in the last few months. As a result, the prices of Jaya Tiasa and Subur Tiasa have been dropping as shown on their price charts below:

Subur Tiasa price chart below:

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Discussions
1 person likes this. Showing 26 of 26 comments

Michael Kwok

Now u say useless.me many months ago..

2022-10-14 16:39

investor77

However, TSH and Innoprise can be considered. TSH due to the coming very good results, and Innoprise due to no borrowings, and thus very good dividend yield. CPO is still profitable as at the current price, selling price of CPO higher than production cost of around 2500. Uncle Koon , do investigate these two shares, as it is better than JTiasa and Subur Tiasa.



2022-10-14 17:12

i3gambler

Uncle,
Did you previously think CPO could stay at 5 or 6K for many years?

2022-10-15 09:38

Sslee

Is this Uncle way of saying you can now start to buy back plantation stocks?

2022-10-15 11:29

UlarSawa

Haiyoh now cpo harga turun of course plantation is hopeless lah. After peak already mah. Now going bottom lah. Haiyoh. Correct?


Posted by Michael Kwok > 18 hours ago | Report Abuse

Now u say useless.me many months ago..


Posted by Michael Kwok > 18 hours ago | Report Abuse

Now u say useless.me many months ago..

2022-10-15 11:34

piranha88

To KYY, everything seems to be hopeless. Is he stuck with all those shares he calls hopeless or is he collecting those 'hopeless' shares now.

2022-10-15 11:34

UlarSawa

Post removed.Why?

2022-10-15 11:38

UlarSawa

Where got. He buycall time will be hopeful lah. Haiyoh. Correct?


Posted by piranha88 > 4 minutes ago | Report Abuse

To KYY, everything seems to be hopeless. Is he stuck with all those shares he calls hopeless or is he collecting those 'hopeless' shares now.

2022-10-15 11:39

Sslee

What happen to Jaya Tiasa?
The FFB y to y incrrase is extraordinary:
Sept 2022 100,131 MT
Sept 2021 72,202 MT

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
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 September 2022 as follows:

Product Production
Fresh Fruit Bunches 100,131 metric tonnes
Crude Palm Oil 18,769 metric tonnes
Palm Kernel 4,537 metric tonnes
Logs 7,851 cubic metres
This announcement is dated 14 October 2022.


MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
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 September 2021 as follows:


1) Fresh Fruit Bunches -72,202 metric tonnes
2) Crude Palm Oil - 13,603 metric tonnes
3) Palm Kernel - 3,352 metric tonnes
4) Logs - 11,991 cubic metres

This announcement is dated 15 October 2021.

2022-10-15 12:41

Sslee

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 August 2022 as follows:


Product Production
Fresh Fruit Bunches 91,936 metric tonnes
Crude Palm Oil 17,650 metric tonnes
Palm Kernel 4,111 metric tonnes
Logs 6,890 cubic metres

This announcement is date 13 September 2022.



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 2022 as follows:


Product Production
Fresh Fruit Bunches 71,881 metric tonnes
Crude Palm Oil 12,488 metric tonnes
Palm Kernel 2,664 metric tonnes
Logs 7,591 cubic metres


This announcement is dated 15 August 2022.

2022-10-15 12:44

calvintaneng

Jtiasa last qtr profit 4.36 sen

annulalised 17.44

p/e only 2.86
yield is 34.8%
.

2022-10-15 14:11

calvintaneng

Post removed.Why?

2022-10-15 14:13

calvintaneng

At 50 sen with dividend of 2.8 sen the dividend is 5.6% better than Bank FD

also At 50 sen with Nav of Rm1.31 there is huge discount of 62% to Nta

2022-10-15 14:16

calvintaneng

Dr Neoh is in Top 30 of Jtiasa
his fund Dynaquest is very sound

Dr Tan Chong Koay has two Pheim funds in Jtiasa

these are successful fund managers

2022-10-15 14:18

investor77

A few months ago, price was above RM1!! Can it be they are affected by higher cost of borrowings ?

2022-10-15 17:23

calvintaneng

Jtiasa borrowings was over Rm800 millions 5 years ago

Now jtiasa borrowings pared down to a mere Rm300 millions

Wirh just one month ffb harvest 100,000 tonnes at rm700 price a ton it will be rm70 million revenue

In one year revenue will be Rm70 mil x 12 or Rm840 million

Revenue is 2x debt

This is crazy

2022-10-15 20:59

kyosan

shareholder plantation stock still in the money , See INNO... what is their dividen yield currently,,?

2022-10-16 12:37

Phoebe

Operation cost increase. Short of labor, increase in OT and drastic increase of fertilizer price, increase of material cost such as metal, spart parts and transportation has increase cost substancially. This hasn't take into consideration petrol will be float as market price and increase of electricity cost.

2022-10-16 12:45

emsvsi

DEAR KOON DOES THIS MEAN YOU ARE BUYING PLANTATION STOCKS IN ANTICIPATION OF A REBOUND AND THEREFORE WANT TO BUY CHEAP NOW

2022-10-16 12:58

UlarSawa

Uncle Koon retired already leh. You dunno kah. Haiyoh. Correct?


cost.


emsvsi

3,119 posts

Posted by emsvsi > 8 hours ago | Report Abuse

DEAR KOON DOES THIS MEAN YOU ARE BUYING PLANTATION STOCKS IN ANTICIPATION OF A REBOUND AND THEREFORE WANT TO BUY CHEAP NOW

2022-10-16 21:57

cpo_

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
SUBUR TIASA HOLDINGS BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description PRODUCTION FIGURES OF THE GROUP FOR THE MONTH OF AUGUST 2022
In accordance with Paragraph 9.36 of the Main Market Listing Requirements, Subur Tiasa Holdings Berhad wishes to announce that the log and crop production figures of the Group for the month of August 2022 were as follows:

(1) Log – 6,161 cubic metres; and

(2) Fresh Fruit Bunches – 35,626 metric tons.

This announcement is dated 19 September 2022.
https://www.bursamalaysia.com/cn/market_information/announcements/company_announcement/announcement_details?ann_id=3292862

2022-10-16 22:25

xskyriver

uncle so geng... after this post... cpo starting to slowly climb back...

2022-10-19 21:26

Johnzhang

Senile KYY is even more hopeless.

2022-10-19 22:21

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2022-10-21 14:42

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2022-10-21 14:42

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2022-10-21 14:43

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