Posted by speakup > 2022-04-13 10:56 | Report Abuse

the other day u day Subur. now u say Jtiasa. keliru lah

Posted by s3phiroth > 2022-04-13 12:31 | Report Abuse

Should mention that Market cap ÷ Ha = Land Value per Hectare (RM ,000)

A year ago palm oil land was about RM60,000 but i am not sure about the valuation now.

Posted by investor77 > 2022-04-13 14:30 | Report Abuse

In 2009, sold my Oil Palm land, 8 years old, Tenera variety, at Geddes Estate, Bahau , besides Agric Road, for Rm40000/ acre. At that time CPO was at 3k/ ton. Thus price per Ha, x 2.471, equals 100k/ Ha. I believe other factors play a part , like forward sales, borrowings, productivity of mature areas, management quality, segment of profit due to Oil Palm, dividend policy, etc. That is why TaAnn, Inno net profit margin is higher than others as it has no borrowings. Subur Tiasa has borrowings and not 100% Oil Palm. If you notice, as Calvin says - IOI Corp has not moved much due to PNB selling tho it has upstream and downstream investments. Another share is SHChan which at this time of high CPO price, its price fell, probably as Smart Money collecting before it goes higher. In 1993, SHChan touches more than RM20.

Posted by 8888_ > 2022-04-13 15:02 | Report Abuse

Why not FGV the most undervalued? KYY old and nyanyuk? Earlier said TDM, TecGuan, Subur and latest become J Tiasa.

Posted by 8888_ > 2022-04-13 15:07 | Report Abuse

If like Tiong Hiew King counters(JTiasa, Subur among them) MediaC the cheapest.

Posted by nicholas99 > 2022-04-13 15:36 | Report Abuse

no one put hectar and divide like that only. amateur.. you need to see the productions.. lately covid many foreign worker cannot come in. not all the hectar running.

Posted by Pinky > 2022-04-13 17:33 | Report Abuse

Tomorrow by KYY:

"KTV Sentiasa" most undervalued KTV in the market now.

Posted by tengtj > 2022-04-13 17:43 | Report Abuse

Few days later KYY May write ‘JT is useless’ or recommend another plantation stocks

Posted by peterparker69 > 2022-04-13 19:19 | Report Abuse

Kok oldman talk cock

Posted by calvintaneng > 2022-04-13 20:23 | Report Abuse

Jtiasa is ok

At its previous bull run years jtiasa reached Rm3.35 high

See if jtiasa will at least reach Rm3.00 by end 2022

Just buy and hold tight then see

Posted by CHLEONG888 > 2022-04-13 21:40 | Report Abuse

Cannon, for own best interest....

Posted by CHLEONG888 > 2022-04-13 21:43 | Report Abuse

When KYY and calvinxxx recommend to buy, better cabut fast fast

Posted by jayden007 > 2022-04-13 22:09 | Report Abuse

Jtiasa is hopeless
Soon....

Posted by gohkimhock > 2022-04-13 22:21 | Report Abuse

half past 6 analysis..

Posted by calvintaneng > 2022-04-14 07:10 | Report Abuse

Listen! Listen!!

Avoid tdm
Avoid tecguan
Avoid Subur

All in Jaya Tiasa = Giant Treasure

Rm3.00 target price possible

Posted by nicholas99 > 2022-04-14 08:36 | Report Abuse

so zai only believe tp by kyy

Posted by VTrade > 2022-04-14 09:22 | Report Abuse

Itu copywriter je
键盘类型

Posted by 8888_ > 2022-04-14 14:55 | Report Abuse

Swk Plantation(ranked 2nd in KYY market cap/ha) although not cheap in price but far cheaper than same group Ta Ann paid 20 sen dividend for 2021 at CPO lower price. Current CPO still >RM 6K/tonne 20 sen dividend is likely to maintain if not more given.

Posted by 8888_ > 2022-04-14 15:02 | Report Abuse

FGV latest QR EPS 12.75 sen also need to give consideration. Annualised EPS 51 sen PE only 3.9 at RM 2.

Posted by software guy > 2022-04-14 15:17 | Report Abuse

Timing of this blog is questionable, why not posted it when JTIASA below 0.95?

Posted by 8888_ > 2022-04-14 15:18 | Report Abuse

KYY plantation hectarage coverage not extensive. Why leave out stocks like FGV with over >400,000 hectare of CPO land?

Posted by sensonic > 2022-04-14 15:54 |

Post removed.Why?

Posted by DragonEgg > 2022-04-14 16:42 | Report Abuse

uncle ... can you please stop posting anything ahhh... u spoil our rice bowl lah!! The moment u post Jtiasa drop !!

Posted by Ravi Kumar > 2022-04-14 17:42 | Report Abuse

First TDM then Jayatisa then Subur now this Jayatisa again ?? Please take a hike uncle

Posted by i3gambler > 2022-04-15 08:32 | Report Abuse

8888_
FGV is a special case, most of the land owned by Felda, FGV has to pay fixed amount and profit sharing to Felda.

Posted by VTrade > 2022-04-15 08:58 | Report Abuse

Puasa month is normal
Will up more after is month

Posted by presidentjib > 2022-04-15 22:22 | Report Abuse

Uncle Koon strikes again..

Posted by maggiemee > 2022-04-15 23:58 | Report Abuse

Run

Posted by Albukhary > 2022-04-17 11:20 | Report Abuse

Waiting for next Article, SUBUR is the ULTIMATE WINNER of the CPO Rally!! haha

Posted by calvintaneng > 2023-02-13 13:35 | Report Abuse

Kyy said Jaya Tiasa was undervalue at Rm2.60

now he said Jaya Tiasa at 60 plus sen no good

listen listen listen

when Kyy promoted Jtiasa at Rm2.60 he was selling

now when he no longer say buy you can safely buy Jtiasa