JAYA TIASA HOLDINGS BHD

KLSE (MYR): JTIASA (4383)

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Last Price

1.20

Today's Change

-0.01 (0.83%)

Day's Change

1.19 - 1.22

Trading Volume

1,597,400


17 people like this.

16,451 comment(s). Last comment by edwing9981HumKaChaan 23 hours ago

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho u r the most active Negative commentator in TSH le … why Plantation no Good ke …

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Price Range : 1.18 - 1.28


Price : 1.25..… VWAP : 1.225
Volume : 6.8267 million..



Price : 1.25..… VWAP : 1.218
Volume : 5.7535 million..



Price : 1.25..… VWAP : 1.201
Volume : 3.9318 million..


Price : 1.21..… VWAP : 1.196
Volume : 3.4329 million..


Price : 1.18 … VWAP : 1.198
Volume : 1.9984 million..

Posted by JediMaster1 > 1 week ago | Report Abuse

The Most shameless i3 user have multiple id and 2 is suspended !

Please flag this most shameless user jjohnchew or report i3 to suspend this forumer >>>>


Mikecyc ( Suspended )

Johnchew5 ( Suspended )

jjohnchew ( this user still actively created fake news and amend facts & figures from good to bad and try to misleading other user )

The most Shameless user i ever seen in i3 !

dompeilee

11,891 posts

Posted by dompeilee > 1 week ago | Report Abuse

Those who are convinced this is such a good stock, bear in mind that 'good value' can take >5 YEARS to show itself in the price! Witness my Sungei Bagan & Kuchai, that took 10+ years to reflect their full value. And contrasting the size of their revenues & cash flows won't guarantee that this will rise faster. A major holder with nearly 60 mil shrs ever ready to cash out & a deceitful old man which augurs badly for any stock he has ever been involved in[ including THIS ONE in 2014, heralding a 6 to 8-year bear mkt in the price] are going to factor heavily as well. Plus CPO is below 4,200 & is in a strong downtrend...

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

Repost:
If you bought plantation stocks for land appreciation and not how much FFP they are harvesting and how much earning from FFB and milling then be prepared for the long long wait.

While those holding jayatiasa will enjoy the increase dividend.

The fact
Looking at past 3 years jayatiasa financial highlights when CPO ASP was less than RM 4,000
With current net cash position and current CPO price of above RM 4,000 jayatiasa should be able to reward shareholders with increase dividend pay out from their more than RM 300+ million operating cash flow

FINANCIAL HIGHLIGHTS
FINANCIAL STATISTICS
2024 RM’000
2023 RM’000
2022 RM’000
PERFORMANCE
Revenue 1,015,867 854,952 810,770
Profit Before Taxation 200,256 166,797 200,558
Profit After Taxation 128,966 151,802 134,413
Profit Attributable to Equity Holders 128,867 151,791 134,556
EBITDA 356,544 326,017 382,072
Equity Attributable to Equity Holders 1,472,781 1,379,011 1,270,930

CORPORATE RATIOS
Net Earnings Per Share (sen) 13.31 15.68 13.90
Net Assets Per Share Attributable to Equity Holders (RM)1.52 1.42 1.31
Net Tangible Assets Per Share (RM) 1.52 1.42 1.31
Return on Equity (%) 8.7 11.0 10.6
Return on Total Assets (%) 6.5 7.8 6.5
Gross Dividend (sen) 6.0 3.2 2.8
Gearing Ratio (%) N/A 8 20

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

By the way that substantial shareholder still has 58,146,264 jayatiasa share to cash out. So no need to chase high just collect slowly on price dip.

Date of Change Type Number of Shares
16-Dec-2024 Disposed 2,000,000
Registered Name Genine Chain Limited
Nature of Interest Direct Interest

Nature of Interest Direct Interest
Shares Ordinary Shares
Reason Disposal through open market
Total no of securities after change
Direct (units) 58,146,264
Direct (%) 6.01
Indirect (units) 0
Indirect (%) 0.00
Total (units) 58,146,264
Total (%) 6.01
Date of Notice 17-Dec-2024

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

131150927 17/01/2025 Buy 10,000 1.1900
131152086 17/01/2025 Buy 10,000 1.1800

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

Many people are attacking KYY per se and jayatiasa caught in the crossfire.

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

Indonesoa palm oil production year
2014- 2023 ( million MT)
29.28
31.07
31.73
34.94
42.88
47.12
44.76
45.12
46.82
46.99

CPO
Average prices for palm oil worldwide from 2014 to 2024(in nominal U.S. dollars per mt)
837
663
736
751
639
601
752
1,131
1,276
886
905

CPO price collapse in year 2018-19 due to Indonesia sudden surge in CPO production.
Since then no new opening of land for palm oil plantation and supply is stagnent hence moving forward CPO price will be more stable at the high end.

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho recap :

1.) Replanting cost RM 1.74 billion, short of RM 1.2 billion over next 3 years , ie RM 400 million/ year .

2.) As the FFB Production Output is Reduced n continues Reducing due to some hidden Risks ..

> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )


3.) Pulau Bruit is identified suitable for Hybrid Rice cultivation by Sarawak govt on February 2024 .


4.) 10 % to 20 % Mill Utilisation ( 10 % in FY2023 .. expected 20 % on FY24 ) is outsourcing FFB .

Smallholders in Pulau Bruit shl turn Plantations into Sawah Padi as shl be generating Higher Income.

There is Rm 16000 rent/lease land is terminated.. as rental is RM 84 / acre.. illustrated ie 190 acres .

And

Starting 2025 , MPOC shl carry Spot Check on Outsourcing FFB buyers’ weight machine n reports to prevent malpractices as reported by smallholders .

dompeilee

11,891 posts

Posted by dompeilee > 1 week ago | Report Abuse

***YaWWNNNN*** Losing out to inferior TSH & JPG 2day...

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

1.) Replanting cost RM 1.74 billion, short of RM 1.2 billion over next 3 years , ie RM 400 million/ year .

2.) As the FFB Production Output is Reduced n continues Reducing due to some hidden Risks ..

> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

MPOB: DAILY MALAYSIA PRICES OF CRUDE PALM OIL (RM/TONNE)- 2025

2 Jan : 4819
15 Jan : 4632.5
16 Jan : 4619.5
17 Jan : 4568.5



惠誉:明年棕油平均价达3576令吉
2024年12月30日


(吉隆坡30日讯)惠誉评级机构(Fitch)将2025年棕油平均价格预测上修至每吨800美元(约3576令吉),但预计之后价格将滑落至每吨700美元(约3127令吉)。

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Recap on why Indonesia is urgent to implement Biodiesel from B35 to B40 to B50 by 2025-2026 :

1.) EUDR :

Postponement of EUDR's entry into application


The Commission is proposing an amendment to the EUDR that would postpone (a) its date of entry into application from 30 December 2024 to 30 December 2025 (and till 30 June 2026 for small and micro-enterprises) and (b) benchmarking deadline to 30 June 2025.


2.) Indonesia is the world's largest exporter of palm oil. In 2023, its total palm oil exports amounted to 27.5 million metric tons, indicating a slight increase from the previous year.

3.) In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022.

> In 2023, Indonesia exported around 4.82 million metric tons of palm oil to China, indicating an increase from the previous year. Indonesia exported a total of approximately 27.5 million metric tons of palm oil in that year.

ie : 17.5 % CPO is exported to China on 2023 .


4.) Indonesia, the world's largest palm oil producer, likely consumed 11.9 million mt, or 26.6% of its total production, of the vegetable oil as a biodiesel feedstock in the marketing year 2022-23 (October-September), according to a US Foreign Agricultural Service report released August 2023.

For MY 2023-24, the agency expects Indonesia's industrial use of its palm oil supply to rise to 12.7 million mt, or 27.6% of its production for the year.

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho firstly is not CPO export ban …is UCO ( used cooking oil ) .. the global market Demand is Surge , after China :

中国出口退税新制 可能打击棕油需求
2024年11月19日

吉隆坡19日讯)在中国政府决定取消对废弃食用油(UCO)出口退税优惠后,中国的废弃食用油出口可能会大幅下降,这一举措可能连带导致中国对棕油的需求减少。

中国是目前已知的最大废弃食用油出口国,美国和欧盟是其主要买家之一。


任何对贸易流动的显著干扰,都可能推高生产生物燃料所需原材料的价格。

中信证券在周一的一份报告中表示,随着出口退税的取消,中国废弃食用油出口的价格优势将减弱,预计出口量将从高位回落。


👉Secondly China Demand for CPO shl be Lower ..


Indonesia curbs exports of used cooking oil, palm residue to help domestic users
By Bernadette Christina / Reuters
08 Jan 2025, 04:08 pm

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho n those Kon Lee , Serba story teller Buy what u Not understand..😅



Posted by Sslee > 8 minutes ago | Report Abuse

Many people are attacking KYY per se and jayatiasa caught in the crossfire.

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho what Shl Indonesia do with its CPO where as Demand is reducing… Biodiesel…

Hoho but how Indonesia can get Funds to subsidise Biodiesel….

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho Serba story teller buy what u Not understand telegram group ke … why nowadays shy to post in public forum ( as he posted in Yinson ) …

—-
Posted by value_invest > 1 minute ago | Report Abuse

Learning in one of the telegram investment group buying and accumulating.
it as safe and conservative investment.

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Jtiasa

Dividend:

FY11 : 6 sen ( Profit 146.92 million)

FY12 : 5.2 sen ( Profit 97.08 million)

FY13 : 1 sen ( Profit 87.54 million)

FY14 : 1.5 sen
FY15 : 1 sen
FY16 : 1.3 sen
FY17 : 0.5 sen
FY18 : 0.5 sen
FY19 : Nil
FY20 : Nil
FY21 : Nil

FY22 : 2.8 sen ( Profit 135.74 million)

FY23 : 3.2 sen ( Profit 153.64 million)

FY24 : 6 sen ( Profit 140.63 million)

MrFox

1,428 posts

Posted by MrFox > 1 week ago | Report Abuse

jjohnchew@@
what is your paper loss in jaks?

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho need to repost again as earlier had replied to KonLee as most active Negative commentator in Jaks :

Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( 👉 after Sslleee posted sold Jaks on April 2023 since 2021 ) ... Up to RM 0.225 in 2 months .. then invested at RM 0.19 on July 2023 .. Gap Up on 1/9/2023 to RM 0.245 …

👉Then Price is downtrend to the Lowest RM 0.12 ( Current Price RM 0.135 with NTA 0.60 )….

Ssleee asked me did I average down Jaks :

My reply :

1.) No .. but bought Privasia with cost below RM 0.10 .. n tried my learned TA on Cup n Handle affirmed with Information of a Gov Project , also Privasia rushing to List the 3 tranche PP … it did broke up to RM 0.14 …ssleee is active in Privasia forum also .

2.) posted earlier that wait for Jaks QR ended March 2024 to be released, as Vietnam has taken actions on 2 well known Businessmen ( One man n One Lady ) on Corruption… not from Power industry!

Just coincidentally :
Toyo Ventures Vietnam power project terminated >>> is due to Financing issue ( 2 x 1,060 MW) .
Friday, 05 Jul 2024

jjohnchew

4,334 posts

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho copied from Yinson:

Hoho interesting…kon Ss leee had u check my queue buy JAKS price during u said queue buy INSAS WC at RM 0.225 , today price RM 0.14 …

calvintaneng

57,752 posts

Posted by calvintaneng > 1 week ago | Report Abuse

The story of Jtiasa

In year 2014 Calvin first heard of Jtiasa from Uncle Kyy

He promoted Jtiasa at Rm2.40 with lots of noise, hooha and fanfare

Then i saw shale oil emanating from USA hammering crude oil

I warned Uncle Kyy to sell Jtiasa

He sold Jtiasa like no tomorrow
And Jtiasa crashed from Rm2.60 to Rm1.10

Uncle Kyy then disappeared from i3 for 8 months

Now we are facing Trump

"Drill. Baby drill"

This will impact crude oil and then bring down biofuel and will cause pure palm oil upstream like Jtiasa to go lower

President Prabowo B40 will give some support hopefully and Cpo might sustain at Rm3500


We suggest when jtiasa results next month should be still ok due to Oct - Dec 2024 time lag results and left over cpo inventories. Unsuspecting last tail bull might chase. Take opportunity to sell

And go buy downstream like Fgv. Tsh also got mills, refinery and asset play in high value lands

See

https://youtu.be/xSfg0qTBCHQ?si=I-C8FkWIsGyrL_cq

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

Did you know what is the profit of TSH JV refinery?

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

In term of FFB production and Milling profitability jayatiasa is very much superior than TSH.

Moreover Indonesia is taxing plantation CPO/PK and refinery Refined Palm oil and derivaties with levy and export tax to support the local biodiesel.

You can read TSH report to find out how much levy and export tax TSH paid.

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

If CPO price going down both TSH and Jayatiasa profitability will go down also.

Hence it is unethical to make a sell call on Jayatiasa and buy TSH when Jayatiasa balance sheet, FFB production and past 3 financial years result is superior than TSH

Repost:
If you bought plantation stocks for land appreciation and not how much FFP they are harvesting and how much earning from FFB and milling then be prepared for the long long wait.

While those holding jayatiasa will enjoy the increase dividend.

The fact
Looking at past 3 years jayatiasa financial highlights when CPO ASP was less than RM 4,000
With current net cash position and current CPO price of above RM 4,000 jayatiasa should be able to reward shareholders with increase dividend pay out from their more than RM 300+ million operating cash flow

FINANCIAL HIGHLIGHTS
FINANCIAL STATISTICS
2024 RM’000
2023 RM’000
2022 RM’000
PERFORMANCE
Revenue 1,015,867 854,952 810,770
Profit Before Taxation 200,256 166,797 200,558
Profit After Taxation 128,966 151,802 134,413
Profit Attributable to Equity Holders 128,867 151,791 134,556
EBITDA 356,544 326,017 382,072
Equity Attributable to Equity Holders 1,472,781 1,379,011 1,270,930

CORPORATE RATIOS
Net Earnings Per Share (sen) 13.31 15.68 13.90
Net Assets Per Share Attributable to Equity Holders (RM)1.52 1.42 1.31
Net Tangible Assets Per Share (RM) 1.52 1.42 1.31
Return on Equity (%) 8.7 11.0 10.6
Return on Total Assets (%) 6.5 7.8 6.5
Gross Dividend (sen) 6.0 3.2 2.8
Gearing Ratio (%) N/A 8 20

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

I warned Uncle Kyy to sell Jtiasa
He sold Jtiasa like no tomorrow
And Jtiasa crashed from Rm2.60 to Rm1.10

By the way your above action is robbing the poor to enrich the rich.
Shame on you.

calvintaneng

57,752 posts

Posted by calvintaneng > 1 week ago | Report Abuse

SSLee

I have been true to all convictions

Otb and you think Tsh's land assets are not important

That was why can miss Bplant

Now these are for truth sake not helping who and who?

Unfortunately Uncle Kyy now turn bullish again on Jtiasa when "deja vu" is recurring like shale oil 10 years ago

Now all must find the truth
The ultimate is

If we are right
Then we have taken a safe course

For all we know Trump2 still unraveling

So all please stay safe

calvintaneng

57,752 posts

Posted by calvintaneng > 1 week ago | Report Abuse

Must thank Ms Ngu, Secretary of Jtiasa

She might be watching

I still love Jtiasa

After Trump2 reign over Crude oil will ultimately rebound

And palm oil upstream will do well again

So the cycles continue

Supermax was a great success in year 2020

After that it muddled and wallowed under glut, China factor and low prices

Now 2025 got game changer

Stanley gave hint
SBB2,888,000

Trump2 gave welcome
For Supermax built its first glove factory on US soil

So we must invest in a cyclical at bottom (in this case buy Jtiasa at 63 sen when Danny123 and Skoh888 condemned like mad)

And certainly avoid chasing when 🔥

Always be a contrarian to succeed

Sslee

7,390 posts

Posted by Sslee > 1 week ago | Report Abuse

USA was a net importer of oil and gas a decade ago.
Now USA is one of the biggest exporter of oil and gas.
So do you think Trump is so charitable to want a lower price of oil and gas to benefit the world?

jjohnchew

4,334 posts

Posted by jjohnchew > 6 days ago | Report Abuse

Posted by jjohnchew > 3 hours ago | Report Abuse

President Trump says he will declare a "national energy emergency" as one of his first acts as president, pledging to support the domestic production of fossil fuels.

"We will drill, baby, drill," he said during his inauguration speech. "We will be a rich nation again and it is the liquid gold under our feet that will help us do it."

Posted by AlphaAdventurer > 5 days ago | Report Abuse

Trump wants to increase oil and gas production to reduce the cost of gasoline / petrol and indirectly encourage people to choose petrol cars instead of electric cars (because China has the largest market share for electric cars)

jjohnchew

4,334 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Hoho interesting le :

President Trump says “ We will drill, baby drill,"

Phillippe story teller says “ We will fly , baby fly since 2013 but Yinson cost RM 2.675 “ And until Serba is Delisted on 2024 …


JediMaster says “ We will fly , baby fly until Lambo is Delisted on 2024 “

Kon ss leee says “ We will fly , baby fly until Xingquin is Delisted on 2019 “

Jtiasa …Fly Fly or Fry Fry ke …😅😅😅🤔

jjohnchew

4,334 posts

Posted by jjohnchew > 4 days ago | Report Abuse

Posted by jjohnchew > 9 hours ago | Report Abuse

Hoho Jtiasa during price is gap up to RM 1.53 ( Double Top ) .. the Next Day is pressed down by PDT/PSS … today price is Rm 1.25 … who will unloading First le together with Kon ss leee ???

Recalled MA200 is 1.189 .. 1.15 is lower low le ….

Previously price is down to 1.19 .. up again to 1.27 …

jjohnchew

4,334 posts

Posted by jjohnchew > 3 days ago | Report Abuse

MPOB: DAILY MALAYSIA PRICES OF CRUDE PALM OIL (RM/TONNE)- 2025

2 Jan : 4819
15 Jan : 4632.5
16 Jan : 4619.5
17 Jan : 4568.5

23 Jan : 4517



惠誉:明年棕油平均价达3576令吉
2024年12月30日


(吉隆坡30日讯)惠誉评级机构(Fitch)将2025年棕油平均价格预测上修至每吨800美元(约3576令吉),但预计之后价格将滑落至每吨700美元(约3127令吉)。

Posted by Balian de Ibelin > 1 day ago | Report Abuse

Going back to 80 sen per share?

dompeilee

11,891 posts

Posted by dompeilee > 1 day ago | Report Abuse

No angpow for greedy old man😂!

mf

29,858 posts

Posted by mf > 1 day ago | Report Abuse

Time
US 30
44,048.0 44,366.0 44,027.5 -376.2 -0.85%
02:10:19
US 500
6,013.4 6,071.4 6,010.9 -87.8 -1.44%
02:10:19
US Tech 100
21,247.4 21,631.5 21,222.4 -526.6 -2.42%
02:08:57

jjohnchew

4,334 posts

Posted by jjohnchew > 1 day ago | Report Abuse

Hoho i3lurker n ss lee promoted SCIB even the Major is on Forced sell :

1.) one blowing at least made 600 % Profit by early 2025 ..

2.) One blowing with at least TP RM 1.00 by early 2025 ..

Today price RM 0.22 …🤣😅



Posted by Balian de Ibelin > 47 minutes ago | Report Abuse

Going back to 80 sen per share?

jjohnchew

4,334 posts

Posted by jjohnchew > 1 day ago | Report Abuse

Hoho I3lurker why promoted SCIB halfway changed to Balian …

jjohnchew

4,334 posts

Posted by jjohnchew > 1 day ago | Report Abuse

Hoho 1.21 … 1.19 .. 1.15 lower low ke ..

dompeilee

11,891 posts

Posted by dompeilee > 1 day ago | Report Abuse

If this one falls back into the 1.10 range which it's likely to do, this thread will become quiet like a grave lol

Posted by Balian de Ibelin > 1 day ago | Report Abuse

80 Sen mari

Posted by Balian de Ibelin > 1 day ago | Report Abuse

Every Jayatiasa product is very valuable.

Finally! A company worth killing !!!!

Sslee

7,390 posts

Posted by Sslee > 1 day ago | Report Abuse

Jayatiasa product:
From plantation:FFB
From mill: CPO, PK, Shell, Fibre, EFB and Pome.
Forest: Log

A company in net cash now and should be able to reward shareholders with good dividend

Posted by Balian de Ibelin > 1 day ago | Report Abuse

Bilis are frightened and need money for Chinese New Year.

All small lots dumping 😁

speakup

27,383 posts

Posted by speakup > 1 day ago | Report Abuse

amboi banyak retailer panik sell today

Posted by edwing9981HumKaChaan > 23 hours ago | Report Abuse

OBITUARY FOR MRFelixTan aka @ edwing9981
=========================================================
Official Obituary⚰️ of
MrFelixTan aka @ edwing9981 aka @ Felix888999
September 19, 1977 - Jan 3, 2025
@Felix Tan aka @ edwing9981 , 48 , of Klang City passed away⚰️ Friday, January 3rd at the University of Malaya Hospitals & Clinics.
Mr @ edwing9981 was run over by a car⚰️ and his body was decapitated from the stomach downwards,
This was following a CURSE that KARMA will hit him hard ,by his enemies after he TOLD low class LIES in YTLP forum.

Funeral Services will be held at 11:00 am, Sunday , January 5th, at Ah Kow Coffin and Chinese Funeral Home in Klang . There will be a greeting time prior to the service from 10-11:00am, also at the funeral home. Cremation will be at Petaling Jaya Crematorium. In lieu of flowers, Jonathan168138 family requests for monies as @ Felix died⚰️ a pauper following his master LOSER Koon Yew Yin.

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