GREATLY UNDERVALUED. LOTS OF POSITIVE CATALYSTS TO BRING OUT VALUES OF ITS ASSETS N HENCE BOOST ITS SHARE PRICE NEARER TO ITS NTA OF RM2.15 PER SHARE.

LOOKS VERY POSITIVE.
TECHNICALLY, PRICE BROKE UPSIDE RESISTANCE AT RM1.00
FUNDAMENTALLY THE ANALYSIS IS ALSO VERY GOOD.
2Q RESULTS WILL BE BETTER AS ITS STRATEGICALLY LOCATED PHOUSING PROJECTS ARE STILL SELLING WELL.
EXPECTING HIGHER DIVIDENDS TO BE DECLARED WHEN REPORTING 2Q RESULTS. EXPECTING A COMBINED CASH DIVIDEND + FREE TREASURY SHARES DISTRIBUTION. POSSIBLY ADD IN A SPECIAL DIVIDEND IN VIEW OF ITS SUCCESS IN GREATLY REDUCING ITS GEARING. WILL BE FURTHER IMPPROVED WHEN THEY SIGN THE FORMAL SALES AGREEMENT FOR ITS JB LANDS FOR BETWEEN RM500M TO RM700M.

CORRECTION. ONE -OFF GAIN IS ONLY RM36M (THE REVOCATION FEE IS RM50M)
COMPLETION TIMELINE WILL BE 1ST QUARTER 2017 ASSUMING THE MANY APPROVALS AND PROCEDURES NEEDED TO BE COMPLIED WITH AND THE GREEN LIGHT GIVEN.

DESMOND LIM, CONTROLS BOTH PAVILION AND MALTON GROUPS. HE IS A VERY SUCCESSFUL IN HIS CONSTRUCTION, PROPERTY DEVT BUSINESSES AS EVIDENT IN THEIR PROFITABLE OPERATIONS. EG. PAVILION MALL BUKIT BINTANG.
THEIR BUKIT DAMANSARA PAVILION MALL CUM HIGH END CONDO SUITES AND OFFICE PROJECT IS BACKED BY THE CANADIAN PENSIONS GROUP WHICH INVESTED RM485M CASH INTO THIS PROJECT. WILL BE HIGHLY SUCCESSFUL DUE TO ITS VERY STRATEGIC LOCATION IN THE MOST PRIME REAL ESTATE AREA IN KL. SURROUNDED BY MATURED HIGH END RESIDENCES AND COMMERCIAL DEVTS IT IS WELL CONNECTED BY ALL TRANSPORT INFRASTRUCTURES, INCLUDING THE NEAR COMPLETED MRT.

DESMOND IS KNOWN FOR HIS PRUDENT AND DILIGENT BUSINESS EXPERIENCES.
HIGH CONFIDENCE IN HIM

MALTON'S OWN DEVELOPMENT PROJECTS ARE ALSO DOING BETTER COMPARED TO OTHERS BECAUSE MANY OF ITS SMALLER PROJECTS ARE IN GOOD LOCATIONS AND HAD BE LAUNCHED 2 YEARS BACK BEFORE THE SOFTER PROPERTY MARKET SETS IN.

ITS MOST RECENT LAUNCH AT THE BUKIT JALIL CITY WAS VERY SUCCESSFUL.
IT IS NOTEWORTHY THAT ITS 50 ACRES THERE WERE ACQUIRED AT MINIMAL COSTS AS A RESULT OF AN AMICABLE LEGAL SETTLEMENT WITH HO HUP CONSTRUCTION.HENCE, MALTON IS NOT BOGGED DOWN BY ANY HEAVY FINANCING COSTS AS IT NEED NOT BUY THE PRIME LAND THERE. AND MOST SIGNIFICANTLY, ITS LAUNCH WAS VERY SUCCESSFUL, CHALKING UP A RM1B SALES. PLSE REFER TO THE NEWS ARTICLE NOW RE INSERTED FOR READERS' INFO:

Thursday, 26 November 2015
Malton hits billion ringgit sales
BY TOH KAR INN

Bukit Jalil City luxury serviced apartments "The Park Sky Residence"

PETALING JAYA: Malton Bhd has charted record sales of RM1bil on the back of its Bukit Jalil City development launch.
Malton and Pavilion Kuala Lumpur are collaborating to develop the 50-acre integrated development, which consists of Pavilion Bukit Jalil regional shopping mall, 112 units of Signature Shop Offices, four towers of luxury serviced apartments known as The Park Sky Residence as well as 44 units of Park Point Shop Offices.
The development includes a link bridge connecting residents to an 80-acre public park in Klang Valley.
“Initially, we had plans to launch only two out of the four serviced apartment tower blocks.
ADVERTISEMENT
“However, response garnered during the soft launch in June this year was overwhelming.
“We were surprised to receive that level of response as there had been a slowdown in the property sector.
“Therefore, the remaining two tower blocks slated for future launches had to be released to meet our customers’ demands,” said Malton Bhd Corporate Finance director Ng Chee Kiet after the group’s AGM yesterday

PAVILION GROUP BOSS, A BILLIONAIRE, CONTROLS MALTON.. HIS GROUP IS DOING WELL.
MALTON'S BUKIT JALIL PROJECT ALSO REGISTERED VERY GOOD SALES TAKE UP RATES.
MALTON ALSO RECEIVED CASH RM154M FOR EXERCISING ITS PUT OPTION IN THE BUKIT DAMANSARA PROJECT. CAPITAL GAINS MADE SHOULD BE INCLUDED IN IT'S 4Q PROFITS.
MALTON'S 4Q RESULTS AND FULL YEAR'S PROFITS SHOULD BE SATISFACTORY.
MALTON'S NTA IS 1.61. CONSISTENT DIVIDEND PAYOUTS 3 SEN IN THE PAST. LIKELY HIGHER THIS YEAR.

PAVILION GROUP BOSS, A BILLIONAIRE, CONTROLS MALTON.. HIS GROUP IS DOING WELL.
MALTON'S BUKIT JALIL PROJECT ALSO REGISTERED VERY GOOD SALES TAKE UP RATES.
MALTON ALSO RECEIVED CASH RM154M FOR EXERCISING ITS PUT OPTION IN THE BUKIT DAMANSARA PROJECT. CAPITAL GAINS MADE SHOULD BE INCLUDED IN IT'S 4Q PROFITS.
MALTON'S 4Q RESULTS AND FULL YEAR'S PROFITS SHOULD BE SATISFACTORY.
MALTON'S NTA IS 1.61. CONSISTENT DIVIDEND PAYOUTS 3 SEN IN THE PAST. LIKELY HIGHER THIS YEAR.

INSAS IS SITIING ON HUGE CAPITAL GAIN OF RM607M FROM ITS 27.1% OWNERSHIP OF INARI AMERTRON IS WORTH 88 SEN PER INSAS SHARE. IN ADDITION INSAS IS ALREADY HAVING AN NTA OF 1.96

27.1% ASSOCIATE INARI ON TRACK TO IMPROVE PROFITS N RESULTS FOR 4Q 2016

Good 4Q profits N results on track as orders N sales on upswing from April onwards.
Positive indications provided during Analysts briefing
Maybank Research raised price target to 3.20
Goldman Sachs likes INARI for its upswing in orders beginning 4q N it's multi-year expansion

27/05/2016 06:22
X
Good N better profits N results expected in 4q N beyond by INARI will be
Good for INSAS whose 27.1% share holdings( I.e. 259m shares), will mean
Higher profit contribution from INARI via associate equity accounting N from
Higher DIVIDENDS received.
INSAS 's 259m shares in INARI costs only rm170m against present market
Value of rm777m based on 3.00. INSAS sitting on A HUGE CAPITAL GAIN OF RM607M
in this financial asset. A huge margin of safety in INSAS Share and a huge POTENTIAL
WINDFALL FOR ALL INSAS SHAREHOLDERS
27/05/2016 06:36

3Q PROFITS AND OVERALL RESULTS POSITIVE.
4Q PROSPECTS AND RESULTS ON TRACK TO IMPROVE AS THE BUSINESS AND PROFIT PERFORMANCES OF ITS 27.1% ASSOCIATE INARI IS ON TRACK TO POST BETTER 4Q EARNINGS AS PER MAYBANK RESEARCH ON 20/5/2016 WHICH GAVE INARI PRICE TARGET RM3.20

Good N better profits N results expected in 4q N beyond by INARI will be
Good for INSAS whose 27.1% share holdings I.e. 259m shares, will mean
Higher profit contribution from INARI via associate equity accounting N from
Higher DIVIDENDS received.
INSAS 's 259m shares in INARI costs only rm170m against present market
Value of rm777m based on 3.00. INSAS HOLDING A HUGE CAPITAL GAIN OF RM607M
in this financial asset. A huge margin of safety in INSAS Share and a huge POTENTIAL
WINDFALL FOR ALL INSAS SHAREHOLDERS

Good 4Q profits N results on track as orders N sales on upswing from April onwards.
Positive indications provided during Analysts briefing
Maybank n Public Banks raised price target to 3.20
Goldman Sachs likes INARI for its upswing in orders beginning 4q N it's mult-year expansion

i mean different views

IT'S OK TO HAVE VIEWS.
BUT ITS A FACT THAT TROP DID GAVE A FINAL DIVIDEND THE PREVIOUS FINANCIAL YEAR. REASONABLE TO DO THE SAME FOR FYE DEC 2015.
IT IS CLEAR THAT TROP HAS BECOME A HIGH DIVIDEND YIELD STOCK AS IT HAD ALREADY PAID 7 SEN CASH DIVIDENDS SO FAR FOR FYE DEC 2015 ONE OF THE HIGHEST YIELDING SHARE IN BURSA. N I REMAIN OPTIMISTIC OF GETTING ITS FINAL DIVIDEND DECLARED BEFORE ITS AGM ON 26/5.(just repeating its practice of its preceding financial year.
GOOD LUCK TO ALL

SOLID FUNDAMENTALS. UNDERVALUED. UNDERPRICED.
CATALYSTS FOR MARKET RERATING COMING WITH EXPECTED GOOD 1Q RESULTS N AGM 26/5.
CONTINUED CORPORATE STRATEGY TO MAKE TROP INTO A VERY HIGH DIVIDEND YIELD STOCK. FYE DEC 2015 PAYOUT 7 SEN TO BE INCREASED BY A FINAL DIVIDEND VIA A COMBINED TREASURY SHARES+ CASH D OR A QUATERLY DIVIDEND FOR ITS 1Q 2016.
IN A GREAT FINANCIAL POSITION TO DO THE ABOVE WITH CONTINING GOOD SALES, PROFITS, SIGNIFICANTLY REDUCED GEARING FROMB7.7x TO ONLY 3.0x
HOPE THE ABOVE ENVISAGED DIVIDENDS WILL FULFIL MY BIRTH DAY WISHES

I mean "good luck"

Nope. Retired. Now a very cautious and prudent "Value Investor" hunting for fundamentally sound but very undervalued stocks with minimal market price risks and paying high dividends. Good to all like-minded fellow investors.

POSITIVE CATALYSTS INCLUDE:-
Good 1Q Results based of huge unbilled sales of RM4 Billions to be announced.
Optimistic a Final Dividend combining free Treasury shares and Cash dividend to be announced i. time for AGM this 26/5/16. In line with corporate strategy to become a leading High Dividend Yield Stock. Its consistent share buyback programme has been accumulating Treasury shares for such distribution. Dividend likely targetting to reach 9.5 sen with the potential 2.5 sen equivalent Final D envisaged. Based on good fundamentals. Gearing down from .77 to a good .33. NTA 2.16

BIG MARGIN OF SAFETY (current price 27 sen CUM 8 sen distribution againzt NTA 51 sen and RNAV 70 to 90 sen based on property assets in prime overseas n domestic locations which had been verified from its audited Annual Reports )
HUGE MARGIN OF SAFETY VERY IMPORTANT TO PROTECT OUR INVESTMENT CAPITAL WHILE WAITING FOR CATALYSTS TO UNLOCK THE VALUES OF ITS UNDERVALUED ASSETS

MY AVERAGE ENTRY PRICE IS AROUND CURRENT LEVEL.
PLAN TO HOLD AFTER EX 8 SEN PAYMENT. WAIT FOR IT'S MANY POSITIVE CATALYSTS TO EMERGE TO UNLOCK THE VALUE OF ITS HUGELY UNDERVALUED ASSETS.
PRESENT NTA 0.51. ANALYSTS GAVE RNAV (BASED ON REVALUATION OF ITS ASSETS ) at ,O.70 T 0.90 PER SHARE..
CATALYSTS WILL COME AS RECENT INDICATION POINT TO THE MUI GROUP STARTED TO REVAMP. (Eg SELING ITS PM HOLDINGS, PMI)
PMCORP'S BUSINESS MODEL IS SIMPLE (FMCG fast moving consumer goods, manufacturing it's own chocolate brands + contract manufacturer for TESCO, ETC) FOR LOCAL N EXPORT MARKETS.
PROFITABLE WITH BRIGHT PROSPECTS.

STRONG FUNDAMENTALS WILL SUPPORT ITS SHARE PRICE POST-CAPITAL DISTRIBUTION OF 8 SEN. GOING FORWARD POSITIVE CATALYSTS WILL EMERGE :-

GOT 65 MILLIONS TREASURY FOR FUTURE DISTRIBUTION.

DISPOSAL OF PM HOLDINGS SHARES WILL BRING IN ADDITIONAL CASH INFLOW OF ALMOST RM10 MILLIONS. STILL IN NET CASH POSITION EVEN AFTER CURRENT PAYMENT OF 8 SEN.

CONTINUED DISPOSALS OF NON-CORE PROPERTY ASSETS IN HONG KONG, SINGPORE, JOHORE ISKANDER, PENANG, SELANGOR WILL STRENGTHEN ITS CASH HOARD N BALANCE SHEET. AS SUCH PROPERTIES WERE BOUGHT WIGH CASH DECADES AGO , THEIR SALES WILL ALSO REALISE HUGE CAPITAL GAINS WHICH WILL BE AVAILABLE FOR FUTURE PAYMENTS AS SPECIAL DIVIDENDS.
IT IS GOOD TO KNOW THAT PMCORP IS BOTH CASH RICH AND ALMOST NO BORROWINGS.

PERSONALLY, CAUTION, PRUDENCE AND PATIENCE HAD HELPED ME TO MAKE GOOD GAINS WHILE AVOIDING SIGNIFICANT LOSSES.
FEW MONTHS AGO PATIENTLY COLLECTED AROUND 0.95 CUM CASH DIVIDENDS. GRADUALLY TOOK PROFITS FROM 1.08 to 1.15. MAY NOT BE SPECTACULAR MARGINS BUT WHEN INCLUDED DIVIDENDS N ON LARGE VOLUMES, IT WAS GOOD. HOWEVER IT REALLY NEEDED GREAT PATIENCE BUT ITS A MUCH SAFER STRATEGY. NEVERTHELESS, INVESTORS N PUNTERS EACH HAVE THEIR OWN TRADING TECHNIQUES. CAN'T SAY WHICH METHOD IS RIGHT OR WRONG. DEPENDS ON ONE'S OWN RISKS PROFILE. GOOD LUCK TO ALL

NOT REALLY. PRICES RANGED WAS ACTUALLY VERY WIDE WITH ITS
52 WEEK LOW AT 0.83.

NEGATIVE. EVEN IF GIVE TREASURY SHARE AS FINAL DIVIDEND, THE QUANTUM IS LIMITED N NOT ATTRACTIVE (accumulated Treasury shares only 17m against share base of 1,447,000,000 shares = 1.1%)
ALSO AGAINST NEGATIVE BACKGROUND DUD TO IMDB BOND DEFAULT TODAY (bursa down 22 pts despite Dow index up) WITH ANOTHER BOND PAYMENT DUE COMING 11th May, SITUATION LIKELY TO WORSEN , WHEN FOREIGN SELLING INTENSIFIES (see the huge losses by GENTING N OTHER CHIPS)
SAFER TO WAIT
,

SAFELY LOCKED IN MY PURCHASES TO RIDE ON ITS PRICE UPTREND SUPPORTED BY THE COMBINED POSITIVE OF ITS NOW SYNCONISED UPTREND IN BOTH CPO PRICE + OUTPUTS

GOOD NEXT Q RESULTS N SUBSEQUENT PROFITS WILL BE BETTER :-
UPTREND IN CPO PRICES
TURNAROUND IN PRODUCTION FROM LAST MONTH N EXPECTED TO CONTINUE
BOTH UPTRENDS IN PRICE AND PRODUCTION = HIGHER PROFITS
BOOSTED BY MINIMAL CAPEX AS NO MORE NEW PLANTING(completed)
ITS BIG TIMBER PRODUCTION ALSO DOING WELL
HIGHER DIVIDENDS LIKELY DUE TO BETTER PROFITS N BETTER CASH FLOW (mininal CAPEX)

NO IMPACT ON PMCORP OR MUI GROUP AS TAN SRI PERSONAL AFFAIRS ARE SEPARATE FROM THOSE OF HIS CORPORATIONS. LEGALLY DISTINCT.
MOREOVER LISTED COMPANIES HAVE MINORITY SHAREHOLDERS WHOSE INTERESTS ARE LEGALLY PROTECTED

AGREED WITH LENO. WILL JUMP UP SOON.
MULTIPLE PROPOSALS APPROVED. TAN SRI'S DIVORCE CASE IS PERSONAL. NOT RELEVANT TO PMCORP WHICH IS A LEGALLY DISTINCT ENTITY.

GOOD FOR JTIASA WHICH HAS ITS OIL PALM PLANTATIONS IN SARAWAK (LEAST AFFECTED IN PRODUCTION BY EL NINO)
IN FACT LATEST MARCH MONTH'S PRODUCTION REPORT BY JTIASA CONFIRMED SIGNIFICANT INCREASES.
POSITIVE IMPLICATION POINTS TO MUCH HIGHER PROFITS RIDING ON BOTH HIGHER OUTPUTS + HIGHER PRICES

convinced good bcos latest production report for March 2016 was very good.with significant all round increases in output . Calvin was correct in his analysis that Jiatisas productions will go up a lot .
NOW WE HAVE BOTH POSITIVE CPO PRICE UPTREND AS WELL AS UPTREND IN PRODUCTIONS = jumps in profits

may i know the meaning of "canteeee ek"?;Tq

LONG LONG = A LONG STREAM OF MONEY INFLOWS = A LOT OF MONEY N PROFITS COMING IN NON STOP FOR A LONG TIME

ALRIGHT TO WRITE SHORT SHORT AS LONG AS PROFITS AND MONEY FROM PMCORP COMES IN LONG LONG.
EXCITEDLY WAITING FOR THE REAL MONEY 8 SEN CAPITAL DISTRIBUTION TO COME IN SOON

OK. SIR

DIVERSIFICATION INTO PROPERTY DEVELOPMENT TO ENHANCE ITS BUSINESS PROFILE AND GENERATE MORE SOURCES OF REVENUES AND PROFITS.
WHILE ITS IMPENDING MAIDEN AFFORDABLY PRICED (RM500K) APARTMENT PROJECT IN WELL LOCATED CHERAS (VERY NEAR TO KL CITY CENTRE AND WELL CONNECTED TO PUBLIC TRANSPORT ESPECIALLY VIA THE TRIPLE RAIL NETWORK OF KTM-LRT-MRT) WILL ENSURE ITS SUCCESSFUL LAUNCH SOON, EURO ALSO POSSESS MANY FACTORIES AND WAREHOUSES IN RAWANG/SELANGOR/PENANG. THESE PROPERTIES CAN BE RATIONALISED BY CONCENTRATING SUFFICIENT FACTORIES IN ONE LOCATION FOR ITS FURNITURE MANUFACTURING OPERATIONS AND CONVERT THE EXCESS ONES FOR PROPERTY DEVELOPMENTS. ALL THESE PROPERTIES WERE ACQUIRED DECADES AGO VERY CHEAPLY AND ARE VERY UNDERVALUED IN ITS BOOKS. FAST DEVELOPING RAWANG IS RIPE FOR MORE AFFORDABLE HOUSING DEVELOPMENT. AND THE DEMAND FOR SUCH HOUSING REMAIN GREAT. (ESPECIALLY NOW WITH THE GOVERNMENT'S FINANCIAL SUBSIDY SUPPORT OF UP TO RM30,000 FOR 1ST TIME BUYERS)

RATIONALISING ITS MANUFACTURING OPERATIONS AND CONVERT ITS SURPLUS LANDS FOR PROPERTY DEVT WILL ENERGISE ITS DIVERSIFICATION STRATEGY AND JUMP START ITS TOPLINE REVENUES AND PROFITS.

SUBSEQUENT THRUSTS INTO THE PROPERTY SECTOR WILL BE IN THE HIGH END PREMIUM HOUSING WHICH CAN BE FOCUSED IN PENANG WHERE THE DIRECTORS OWNS 1000 ACRES OF VALUABLE LANDS IN TANJUNG BUNGAH

WILL BE IDEAL TO REALISE THIS CORPORATE/BUSINESS PLAN.
Disclaimer

The content published is solely for information and personal use only. It should not be construed to be, any advice, recommendation, offer or invitation to buy or sell any securities, futures contracts or any other instrument. Readers should seek independent advice from their own professional advisers (including legal, tax, financial and accounting) as to the risks and merits before entering into any transaction pursuant to or in reliance on any information here.

The content published above shall only be for your sole and personal non-professional use. No guarantee is given on the accuracy or completeness of the information published here. No warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on such information

SOUND FUNDAMENTALS, INCLUDING ALREADY CASH RICH WITH RM143M IN HAND ( AND STILL HAVING RM60M NET CASH AFTER THE 8 SEN CAPITAL DISTRIBUTION), ALMOST ZERO GEARING OR NIL BORROWINGS, POSITIVE EARNINGS FOR THE LAST 5 QUARTERS, MANY SUBSTANTIAL LANDED PROPERTIES (DIRECT + INDIRECT VIA SUBSIDIARIES/ASSOCIATES WHICH WERE BOUGHT WITH CASH DECADES AGO AND ARE IN PRIME AREAS, AND WHICH HAD NOT BEEN REVALUED , USD6M WORTH OF INVESTMENTS IN LAURA ASHLEY (RENOWNED INTERNATIONAL FASHION BRANDS (WHERE IT CAN NOW OPT TO EXIT WITH 100% CAPITAL GAINS) AUGERS WELL FOR THE COMPANY'S BUSINESS PROSPECTS.

ALL ITS MULTIPLE PROPOSALS, INCLUDING ITS PAYMENT OF 8 SEN (RM80 PER 1000 SHARES HELD) TO ALL SHAREHOLDERS HAD BEEN APPROVED AT ITS AGM ON 3/3/2016.

HENCE ALL SYSTEMS GO. AND SO WILL ITS SHARE PRICE RISE REAL SOON

THIS RM26M PROFIT FROM ITS MAIDEN PROJECT WILL MAKE EURO'S PROFITS JUMP UP.
AFTER THE LAUNCH OF THIS PROJECT, MORE POSITIVE NEWSFLOWS MAY EMERGE IN RELATION TO THE 1,000 ACRES FREEHOLD LANDS IN TANJUNG BUNGAH, PENANG OWNED BY THE 2 BROTHER-DIRECTORS/MAJOR SHAREHOLDERS. POSSIBLY SOME BUSINESS TIE. PS WITH OXLEY HOLDINGS , ASIAN REGIONAL DEVELOPER, LISTED IN SGX.

DISCLAIMER. Above comments are given purely for market info sharing only. They are NOT calls to buy or sell Euro shares

CPO PRICE UPTREND IS POSITIVE.
BUT ITS DECLINING PRODUCTIONS OVER THE
LAST FEW MONTHS (PER REPORTS ABOVE)
IS A NEGATIVE FACTOR

GOOD NEWS FOR EURO'S AFFORDABLE APARTMENT PROJECT IN CHERAS, KL.
TODAY GOVT LAUNCHED ITS MyDeposit WHEREBY 1st TIME HOUSE BUYERS,
EARNING BET 3000 TO 10,000 PM CAN BUY ANY HOUSE COSTING UP TO
500,000 N GETS A GOVT CASH SUBSIDY OF 10% OF THE PURCHASE PRICE
SUBJECT TO A MAX OF RM30,000.
EURO'S MAIDEN PROJECT IN CHERAS COMPRISED APARTMENTS PRICED UP
500,000.
THIS PROJECT ALREADY HAS THE ADVANTAGE OF GOOD LOCATION IN THE
MATURED CHERAS TOWNSHIP. WELL SERVICED BY A COMPREHENSIVE NETWORK
OF KTM, LRT, N THE MRT + PUBLIC BUSES.
GUARANTEED WILL SELL FAST WITH THE LATEST ADDED INCENTIVE OF GOVT
SUBSIDY OF UP TO RM30,000.
EURO WILL EARN RM26 MILLIONS FROM THIS PROJECT.
TO BE LAUNCHED ANYTIME NOW.

FURTHER EXCHANGE OF VIEWS ON FUTURE PROSPECTS AFTER TAKING INTO AC BOTH POSITIVE AND NEGATIVE FACTORS WHICH WILL IMPACT ITS IMPENDING 1ST QUARTER RESULTS:-

POSITIVE: THE UPTREND IN CPO PRICES HAS BEEN WELL HIGHLIGHTED.

NEGATIVES:- THE DOWNTREND IN PRODUCTION HAD BEEN CONFIRMED IN ITS 5
MONTHLY PRODUCTION REPORTS ABOVE

ITS 4Q LOSS WAS RM30.4M AND ITS FULL YEAR LOSS WAS RM62.3M

WHAT IS YOUR FORECAST FOR ITS COMING 1Q RESULTS?
DO YOU THINK IT WILL MORE LIKELY TO REPORT ANOTHER LOSS? (SINCE
IT IS BURDENED WITH HEAVY BORROWINGS (MORE THAN HALF A BILLION
RINGGIT AS AT 31/12/2015) AND HAVING PERSISTENT DECLINING
PRODUCTION FOR THE PAST 5 MONTHS)


Disclaimer

The content published is solely for information and personal use only. It should not be construed to be, any advice, recommendation, offer or invitation to buy or sell any securities, futures contracts or any other instrument. Readers should seek independent advice from their own professional advisers (including legal, tax, financial and accounting) as to the risks and merits before entering into any transaction pursuant to or in reliance on any information here.

The content published above shall only be for your sole and personal non-professional use. No guarantee is given on the accuracy or completeness of the information published here. No warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on such information

WHILE INCREASING PRODUCT PRICES WILL BE POSITIVE FOR THE PROSPECTS OF A COMPANY, WE ALSO NEED TO CONSIDER OTHER FACTORS WHICH CAN NEGATIVELY IMPACT ITS PROFITABILITY,. FOR INSTANCE,(A) IF THE COMPANY HAS BEEN SUFFERING BIG LOSSES (LOSS RM62M FYE 2015), (B) IF IT HAS HIGH GEARING (LARGE BORROWINGS) RM544M (3) IF IT IS SUFFERING FROM DECLINING PRODUCTION AND IF SO, THEN THE HIGHER CPO PRICES WILL BE NEGATED BY SUCH OUTPUT DECLINES.
JUST FOR SHARING THE ABOVE PRODUCTION FIGURES AS REPORTED TO BURSA DID SHOWED DECLINING TRENDS

Disclaimer

The content published is solely for information and personal use only. It should not be construed to be, any advice, recommendation, offer or invitation to buy or sell any securities, futures contracts or any other instrument. Readers should seek independent advice from their own professional advisers (including legal, tax, financial and accounting) as to the risks and merits before entering into any transaction pursuant to or in reliance on any information here.

The content published above shall only be for your sole and personal non-professional use. No guarantee is given on the accuracy or completeness of the information published here. No warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on such information

NEED FOR A BALANCED PERSPECTIVE

THE PROSPECTS AND PROFITABILITY OF A COMPANY GENERALLY DEPENDS ON 2 MAIN FACTORS:- (1) PRICE FOR ITS PRODUCTS
(2) PRODUCTION OR OUTPUT

WHEN BOTH ARE POSITIVE, SALES REVENUE AND PROFITS WILL INCREASE.
IF BOTH ARE DOWN, THEN PROSPECTS WILL DECLINE.

EVEN IF ONE FACTOR HAD INCREASED BUT THE OTHER FACTOR IS DECREASED, THEN THE PROSPECTS MAY NOT IMPROVE. IT MAY EVEN DETERIORATE.

WHILE ITS TRUE THAT CPO PRICES HAD INCREASED DUE TO EL NINO'S EFFECT IN REDUCING THE SUPPLIES OF OIL PALM PRODUCTS IN THE WORLD MARKETS, WE MUST ALSO CONSIDER EL NINO'S NEGATIVE IMPACT ON THE PRODUCTION OF THE COMPANY'S PLANTATION PRODUCTION. IF ITS PRODUCTION IS ADVERSELY AFFECTED, THEN THE HIGHER CPO PRICES MAY NOT BENEFIT IT MUCH (PRICES ARE HIGHER BUT IT HAS LESS TO SELL).

JUST FOR THE SHARING OF MARKET INFO BASED ON THE MONTHLY REPORTS TO BURSA,:-

RIMBUNAN SAWIT BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description In accordance with Paragraph 9.36 of the Main Market Listing Requirements, Rimbunan Sawit Berhad wishes to announce that the plantation production figures of the Group for the month of October 2015 are set out in the table below.
Product Metric tonne
Crude Palm Oil 5,048.69
Palm Kernel 1,214.53
Fresh Fruit Bunch 43,517.78


RIMBUNAN SAWIT BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description In accordance with Paragraph 9.36 of the Main Market Listing Requirements, Rimbunan Sawit Berhad wishes to announce that the plantation production figures of the Group for the month of November 2015 are set out in the table below.
Product Metric tonne
Crude Palm Oil 4,135.95
Palm Kernel 1,002.93
Fresh Fruit Bunch 33,696.50


RIMBUNAN SAWIT BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description In accordance with Paragraph 9.36 of the Main Market Listing Requirements, Rimbunan Sawit Berhad wishes to announce that the plantation production figures of the Group for the month of December 2015 are set out in the table below.
Product Metric tonne
Crude Palm Oil 3,990.95
Palm Kernel 1,004.34
Fresh Fruit Bunch 31,007.56

RIMBUNAN SAWIT BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description In accordance with Paragraph 9.36 of the Main Market Listing Requirements, Rimbunan Sawit Berhad wishes to announce that the plantation production figures of the Group for the month of January 2016 are set out in the table below.
Product Metric tonne
Crude Palm Oil 3,741.97
Palm Kernel 773.86
Fresh Fruit Bunch 24,926.23

RIMBUNAN SAWIT BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description In accordance with Paragraph 9.36 of the Main Market Listing Requirements, Rimbunan Sawit Berhad wishes to announce that the plantation production figures of the Group for the month of February 2016 are set out in the table below.
Product Metric tonne
Crude Palm Oil 2,630.95
Palm Kernel 531.11
Fresh Fruit Bunch 20,202.40


Disclaimer

The content published is solely for information and personal use only. It should not be construed to be, any advice, recommendation, offer or invitation to buy or sell any securities, futures contracts or any other instrument. Readers should seek independent advice from their own professional advisers (including legal, tax, financial and accounting) as to the risks and merits before entering into any transaction pursuant to or in reliance on any information here.

The content published above shall only be for your sole and personal non-professional use. No guarantee is given on the accuracy or completeness of the information published here. No warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on such information

NEED FOR A BALANCED PERSPECTIVE

THE PROSPECTS AND PROFITABILITY OF A COMPANY GENERALLY DEPENDS ON 2 MAIN FACTORS:- (1) PRICE FOR ITS PRODUCTS
(2) PRODUCTION OR OUTPUT

WHEN BOTH ARE POSITIVE, SALES REVENUE AND PROFITS WILL INCREASE.
IF BOTH ARE DOWN, THEN PROSPECTS WILL DECLINE.

EVEN IF ONE FACTOR HAD INCREASED BUT THE OTHER FACTOR IS DECREASED, THEN THE PROSPECTS MAY NOT IMPROVE. IT MAY EVEN DETERIORATE.

WHILE ITS TRUE THAT CPO PRICES HAD INCREASED DUE TO EL NINO'S EFFECT IN REDUCING THE SUPPLIES OF OIL PALM PRODUCTS IN THE WORLD MARKETS, WE MUST ALSO CONSIDER EL NINO'S NEGATIVE IMPACT ON THE PRODUCTION OF THE COMPANY'S PLANTATION PRODUCTION. IF ITS PRODUCTION IS ADVERSELY AFFECTED, THEN THE HIGHER CPO PRICES MAY NOT BENEFIT IT MUCH (PRICES ARE HIGHER BUT IT HAS LESS TO SELL).

JUST FOR THE SHARING OF MARKET INFO BASED ON THE MONTHLY REPORTS TO BURSA,:-

JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of October 2015 are as follows :-
1) Log - 70,735 cubic metres
2) Fresh Fruit Bunches - 95,599 metric tonnes
3) Crude Palm Oil - 12,911 metric tonnes
4) Palm Kemel - 1,974 metric tonnes
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of November 2015 are as follows :-
1) Log - 85,053 cubic metres
2) Fresh Fruit Bunches - 73,039 metric tonnes
3) Crude Palm Oil - 8,839 metric tonnes
4) Palm Kernel - 1,467 metric tonnes
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of December 2015 are as follows :-
1) Log - 64,325 cubic metres
2) Fresh Fruit Bunches - 65,391 metric tonnes
3) Crude Palm Oil - 8,707 metric tonnes
4) Palm Kernel - 1,477 metric tonnes
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of January 2016 are as follows :-
1) Log - 45,420 cubic metres
2) Fresh Fruit Bunches - 52,753 metric tonnes
3) Crude Palm Oil - 7,187 metric tonnes
4) Palm Kernel - 1,185 metric tonnes
JAYA TIASA HOLDINGS BHD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description Monthly Logs and Crop Production
The Company is pleased to announce that logs and crop production of the Group for the month of February 2016 are as follows :-
1) Log - 46,565 cubic metres
2) Fresh Fruit Bunches - 48,645 metric tonnes
3) Crude Palm Oil - 6,789 metric tonnes
4) Palm Kernel - 1,160 metric tonnes

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BUT BORROWINGS OF 544M IS HUGE

IT HAS VERY HIGH GEARING (borrowings) resulting in high finance costs(14m).
ITS ADMISTRATIVE N OTHER EXPENCES WERE ALSO VERY HIGH AT 46M

BUT HAD BEEN SUFFERING BIG LOSSES. NET LOSS RM62M IN LAST FINANCIAL YEAR

RHB RESEARCH HAD DOWNGRADED MALAYSIAN PROPERTY SECTOR DUE TO CONTINUED PRESSURE CAUSED BY PROLONGED HEADWINDS AS ANALYSED IN YESTERDAYS STARBIZ NEWSPAPER. HENCE ADVISED TO TRIM DOWN PROPERTY COUNTERS

Critical support line at 1.07 already broken down since last week.
Now in downtrend. Next support at 0.95

MUCH EMPHASIS HAD BEEN GIVEN ON THE UPTREND IN CPO PRICES DUE TO THE EL NINO EFFECT IN DEPRESSING SUPPLIES.
NOW WE NEED TO KNOW THE DOWNTREND (IF ANY) IN PRODUCTION DUE TO THE PHYSICAL DAMAGE CAUSED BY EL NINO ON THE PLANTATIONS.
IF ADVERSELY AFFECTED, THEN THE POSITIVE EFFECT OF RISING CPO PRICES WILL BE NEGATED BY REDUCED PRODUCTION AND THE COMPANY S PROFITS MAY BE DAMPENED.

FEBRUARY 'S PRODUCTION DECLINED QUITE SIGNIFICANTLY.
ITS MARCH REPORT WILL BE OUT THIS FRIDAY

TECHNICALLY DOWNTREND SINCE IT BROKE DOWN BELOW ITS CRITICAL SUPPORT LEVEL OF 1.07. NEXT SUPPORT LEVEL AT O.95