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2024-05-31 09:26 | Report Abuse
Target eps for FYE 2014 is revised down from RM0.2 to RM0.18. Target price is reduced from RM2.2. to RM1.80.
2024-05-30 18:53 | Report Abuse
Just my guess and views, high costs of operation may be due to:
1) Salary increase beginning 1.1.2024
2) Certain subsequent cost incurred relating to the newly acquired subsidiary of RM52m that couldn’t be capitalised.
3) RM3m of negative fair value changes.
4) High fixed operating cost structure that didn’t go down despite lower production activity.
5) Higher fertiliser and other direct costs like more staff recruited ahead of coming good seasons.
6) Management delayed many items of cost from last quarter to this quarter, making the former seemingly so good and this quarter so bad.
7) Hanky-panky.
Note that this counter moves up or down ahead of result announcements. Calvin trumpeted this counter nonstop before the price suddenly collapsed from RM1.54 to RM1.15. Then he disappeared. I guess he will be back when the operators ask him to again. Operators know the results 1 month ahead of many. Don’t try to time it too much. Hold for long term if you trust the management. Otherwise you may choose to sell, especially when the price recovers a bit from here.
2024-05-18 09:03 | Report Abuse
Wah. So good meh. The coming EPS, if ada 2-3 sen, shareholders should be happy loh. Yearly eps of RM0.20 remains intact.
2024-05-13 12:02 | Report Abuse
If you have doubts that this counter is overvalued due to any reason, please sell its shares without any hesitation. Cheers
2024-05-11 11:01 | Report Abuse
CPO price drops to 3800, which is still a good price for plantation companies. Most plantation counters stay firm except Jtiasa. Perfect for increasing shareholding by believers.
2024-04-24 11:45 | Report Abuse
Sudah warned Jangan sell last week at 1.21-1.29. Jangan dumb dumb dump.
2024-04-19 11:44 | Report Abuse
News of war sudah confirmed. But those who are dumping this share are gonna realise at certain ridiculously low price levels, that they are essentially throwing more than their cash away. The war will one day be over.
2024-04-19 11:15 | Report Abuse
I am commenting on the price movements. I keep adding of course.
2024-04-19 10:35 | Report Abuse
Mahu cash tak mahu undervalued shares.
2024-04-19 10:33 | Report Abuse
Shares got dumped here like unconfirmed bombs on Iran.
2024-04-17 12:04 | Report Abuse
Analysts all avoid this counter due to past bad governance. That’s true. A substantial holder lari without big buyers absorbing the sales. BOD have a lot to do still. But wind is definitely on its sail now and in the foreseeable future. What BOD will do remains to be seen.
2024-04-17 09:54 | Report Abuse
In 3 years, this company will have generated cash equivalent to its current market capitalisation. Keep adding.
2024-04-16 10:30 | Report Abuse
Fair value RM2-2.30. Super cheap sales. Don’t understand why so many dumped this morning. The biz isn’t affected by any conflicts between Iran and Israel.
2024-04-16 09:51 | Report Abuse
Wah, so many shareholders dumb dumb dump.
2024-04-03 11:35 | Report Abuse
It’s mad to sell at current price.
2024-04-03 09:47 | Report Abuse
Based on the present and forward CPO prices, I expect EPS for the coming 4 quarters as follows:
1) 2sen
2) 7.5 sen
3) 7 sen
4) 7 sen
Total EPS for 12 months: RM0.235.
Target price is now at least RM2.35 for a PE multiple of 10.
2024-04-02 21:31 | Report Abuse
Many still wanna time the market and play margin, and may miss out the coming rally.
The quarter from Apr to June will see production increase and fully benefit from the current high CPO price.
Calvin is missing. Those not buying and those selling are not reminded of how cheap this counter is, vis a vis RM400m annual cash flow generation, net cash position, PE of less than 7, etc.
2024-04-02 16:56 | Report Abuse
At PE20, JT will be worth RM4.00 a share. Wa haha
2024-04-02 16:34 | Report Abuse
The cheapest plantation counter but nobody wants. Unbelievable.
2024-04-02 11:26 | Report Abuse
JT: Hold me tight. You know I am a little bit dangerous. Wa haha.
2024-03-27 15:00 | Report Abuse
At least a few days lah of rise. Not just half-a-day sprint and then retreat.
2024-03-27 12:15 | Report Abuse
One-day show only as this counter continues to fail to attract big buyers in to snap up what has been a great value below RM2 a share. Consolidation mode now and the next wave should hit RM1.6, unless Genine sells millions again along the way.
2024-03-26 10:26 | Report Abuse
Target is RM1.78 by today. Haha
2024-03-20 12:19 | Report Abuse
Yesterday and today, surely Genine have dumped 3m shares in total at least. Belem buat announcement saja.
2024-03-18 12:04 | Report Abuse
Sudah jadi shop 99. Can load up.
2024-03-16 10:27 | Report Abuse
Genine started selling again. No wonder. 70m shares to dump. Cheap sales are coming. Bad in short run but good in long run. Let it fall, let it fall!
2024-03-14 22:25 | Report Abuse
Operating cash flow per year of RM400m selling for RM1.4b. This has to be the cheapest share on klse. Market is still scared of any governance issue by management? If not, what else explains the deep discount to peers?
2024-03-14 17:37 | Report Abuse
Cash-printing machine stops printing today. Everything is going swimmingly for this company, operation-wise, relatively speaking. The company was able to sell much more than it produced last quarter, as announced. The coming quarterly EPS is likely to exceed 2sen. The EPS for FYE 2024 can touch or exceed RM0.20. Fingers crossed.
2024-03-14 17:11 | Report Abuse
Anyway, my estimation for 2024 is based on zero Other Income, which stood at RM30m for FYE 2023. Hope it grows to EPS10-11sen and I am happy.
2024-03-14 17:03 | Report Abuse
Yes it will be stable and growing. But do you expect the government subsidy foregone to be immediately reflected in increased selling prices, without any effect on demand? If so, Teoseng need not drop from rm2.50 to rm1.80.
2024-03-14 16:16 | Report Abuse
Not sure about the market dynamics. If they increase the price, demand will drop. Recovery of margin and EPS will take many quarters after a n expected slump in May 24 quarterly results announcement..
2024-03-14 14:35 | Report Abuse
EPS only 8-9sen without government subsidy.
2024-03-13 11:41 | Report Abuse
At current price, you make back your capital via free cash flow in 3.5 years. Fair value RM1.8-2.20.
2024-03-11 10:15 | Report Abuse
Next quarterly eps will be seasonally below 2sen or thereabout. Some are afraid of that and have taken profits. As I attach a fair value of RM1.80 at least, I will add on weakness. Good luck.
2024-03-07 11:40 | Report Abuse
Why COLIM didn’t boot out lousy Boo in order to slowly liquidate all shares and then close the funds at near market value? All shareholders will be happy that way to cash out at a proper exit price.
2024-03-07 11:30 | Report Abuse
This stock is gravitating towards RM1 and below.
2024-03-07 11:27 | Report Abuse
Still awaiting the pipe dream of a dividend here.
2024-03-07 11:26 | Report Abuse
Demand evaporated. Need Singaporean directors to revive the performance.
2024-03-07 11:23 | Report Abuse
Those who have earned multi beggars should take profits as future is always fraught with uncertainties that at some point a proper discount to valuation will return to market.
2024-03-02 16:27 | Report Abuse
This company made money from shareholders, not for shareholders. This has been forewarned 10 years ago.
2024-03-01 10:00 | Report Abuse
The current price is high enough to allow decent profit-taking by short-term investors, while low enough to allow accumulation by long-haul investors for handsome gains over long run.
2024-02-29 18:13 | Report Abuse
RM400m operating cash flow is achievable for FYE 2024. At RM1.2, you are paying RM1.17b for the biz. Payback period 3 years. A fantastic bargain price now.
2024-02-29 18:05 | Report Abuse
Results fall within my Cincai estimation. Next quarterly eps likely slumps seasonally to below 2sen. All said, the sharp rise in revenue and decent increase in dividend is very good news. Congratulations to those who didn’t panic and didn’t sell in past 1.5 weeks.
2024-02-29 11:58 | Report Abuse
Does the company have any plan as yet to monetise that 1.9m land by concession?
2024-02-28 21:38 | Report Abuse
Delayed quarterly results till the last possible day so the operator can unload as much as he wants till end of tomorrow? Or is it the other way round to wash out weak holders?
2024-02-28 16:36 | Report Abuse
After this quarter, eps will seasonally slump to below 2 sen a quarter, before recovery begins. So I guess some wanna sell down first to take profits before re-entering 3-5 months from now.
2024-02-28 10:45 | Report Abuse
Subsidy removal is abrupt. Upward adjustment of selling prices is gradual. Profitability will take a big hit before slowly recovering somewhat.
2024-02-27 09:51 | Report Abuse
Cincai estimates of quarterly eps for FYE 30 June 2024 :
6.9 sen
4.5sen
1.6 sen
5 sen
Total: 18 sen.
Stock: [KSL]: KSL HOLDINGS BHD
2024-07-23 10:00 | Report Abuse
Net cash and PE about 5. But the controlling shareholders are not sharing profits with you via dividend. This could be due to reasons such as controlling shareholders treat the company’s money are theirs, they seeing recent surge in profits as unsustainable, they reserving ALL cash to buy land and expand, etc.