Posted by Up_down > 2024-02-23 17:59 | Report Abuse

Not enough catalyst to move the entire sector since CPO remains about RM 4k.

Posted by Mikecyc > 2024-02-23 18:07 |

Post removed.Why?

Posted by Mikecyc > 2024-02-23 18:10 |

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Posted by Mikecyc > 2024-02-23 18:18 |

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Posted by calvintaneng > 2024-02-23 18:37 |

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Posted by calvintaneng > 2024-02-23 18:44 |

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Posted by Ytl2023 > 2024-02-23 19:42 | Report Abuse

Results out already?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-02-23 20:25 | Report Abuse

Plantation stocks retreat as weak earnings stoke concerns
By Justin Lim / theedgemalaysia.com
23 Feb 2024,



On Thursday (Feb 22), Sime Darby Plantation reported that its net profit had tumbled more than 64% to RM200 million for the three months ended Dec 31, 2023 (4QFY2023) from RM562 million a year before, weighed by lower average realised prices.

KLK’s net profit dropped 49% year-on-year to RM226.94 million in 1QFY2024, compared to RM443.04 million a year ago. Quarterly revenue contracted 16% to RM5.64 billion from RM6.71 billion.

Both Sime Darby Plantation and KLK expect palm oil prices to stay around current levels this year.

Posted by Mikecyc > 2024-02-23 21:05 |

Post removed.Why?

Posted by Mikecyc > 2024-02-23 21:07 |

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Posted by calvintaneng > 2024-02-23 21:13 | Report Abuse

Dinosaur and mouse are here to spam doubts ?
Wait for Jaya Tiasa actual results then all will know

Posted by calvintaneng > 2024-02-23 21:21 |

Post removed.Why?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-02-23 21:33 | Report Abuse

When did calvin get interested in plantation stocks?

Posted by calvintaneng > 2024-02-23 21:43 |

Post removed.Why?

Posted by rogers123 > 2024-02-23 21:58 | Report Abuse

Finally i caught u Mickey mouse

Posted by rogers123 > 2024-02-23 21:59 | Report Abuse

Mickey mouse i miss u so much

Posted by rogers123 > 2024-02-23 22:01 | Report Abuse

Mickey mouse where is ur Donald duck?

Posted by sohaitrader > 2024-02-23 22:07 | Report Abuse

you will be sohhhhhhaaiii if your portfolio didnt own jtiasa ... time will prove...

Posted by Mikecyc > 2024-02-23 22:15 |

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Posted by Mikecyc > 2024-02-23 22:21 |

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Posted by Mikecyc > 2024-02-23 22:23 |

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Posted by Mikecyc > 2024-02-23 22:28 |

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Posted by rogers123 > 2024-02-23 22:30 | Report Abuse

Mickey mouse, u r leng chai or leng lui

Posted by rogers123 > 2024-02-23 22:30 | Report Abuse

Or at the middle?

Posted by Mikecyc > 2024-02-23 23:02 |

Post removed.Why?

Posted by calvintaneng > 2024-02-24 17:18 |

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Posted by calvintaneng > 2024-02-24 17:31 |

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Posted by calvintaneng > 2024-02-24 18:18 | Report Abuse

JAYA TIASA (4383) VERSUS YTL POWER (6742) COMPARE & CONTRAST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-24-story-h-187585742-JAYA_TIASA_4383_VERSUS_YTL_POWER_6742_COMPARE_CONTRAST_Calvin_Tan#google_vignette

Posted by Mikecyc > 2024-02-25 09:10 |

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Posted by Mikecyc > 2024-02-25 09:12 |

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Posted by Mikecyc > 2024-02-25 09:17 |

Post removed.Why?

Posted by klee > 2024-02-25 11:36 | Report Abuse

wondering how ppl can compare the ytlp of the futuristic ai dc to the plantation co...
really,if you hv nothing to write then do nothing
Nvidia rose frm usd 1 at its lowest to usd 788 now,gaing from its gpu bz n dc bz
tahu apa gpu ka? tahu apa ai dc ka? adoi

Posted by MrFox > 2024-02-25 11:47 | Report Abuse

TLP Investment Highlights- AmInvestment Bank

We maintain BUY on YTL Power International (YTLP) with an unchanged SOP-based fair value of RM5.10/share. Although we have raised YTLP Seraya’s earnings, our fair value for YTLP is unchanged on lower asset value for Wessex Water due to its losses. Our fair value implies FY25F PE of 13x - at parity to its 2-year average. We ascribe a neutral 3-star ESG rating to YTLP.

YTLP’s 1HFY24 results were 35% above our forecast and 14% above consensus. YTLP exceeded our expectations due to stronger-than-expected earnings from YTLP Seraya in Singapore. We have raised YTLP’s FY24E net profit by 35% to account for this.

YTLP Seraya has been recording a pre-tax profit of RM1bil per quarter in the past 3 quarters. We believe that YTLP Seraya is benefiting from the fall in gas costs and retail contracts, which have locked-in profit margins. YTLP also enjoys stronger contribution from YTLP Seraya as the SGD has been appreciating against MYR. According to Bloomberg, average exchange rate was S$1.00: RM3.45 in 1HFY24 vs. S$1.00: RM3.25 in 1HFY23.

Pre-tax profit of YTLP Seraya in Singapore surged to RM2.1bil in 1HFY24 from RM591.4mil in 1HFY23. Pre-tax profit margin rose to 27.3% in 1HFY24 from 8.6% in 1HFY23.

The water and sewerage division (Wessex Water) swung into a pre-tax loss of RM104.2mil in 1HFY24 in contrast to a pre-tax profit of RM9.3mil in 1HFY23. This was due to higher interest expenses from inflation-linked bonds. On a quarterly basis, pre-tax loss of the division widened to RM69.5mil in 2QFY24 from RM34.8mil in 1QFY24.

Pre-tax losses of the mobile broadband unit (mainly YES network) narrowed to RM137.5mil in 1HFY24 from RM155.9mil in 1HFY23 due to increased billings from various projects such as the construction of base stations.

YTLP is currently trading at an attractive FY25F PE of 10x, which is lower than its 2-year average of 13x.
............................................................

YTLP plus AI Data Centre in collaboration with NVIDIA, FY 25 PE should be at least 18x.



Source: AmInvest Research - 23 Feb 2024

Posted by calvintaneng > 2024-02-25 12:22 |

Post removed.Why?

Posted by Mikecyc > 2024-02-25 14:13 |

Post removed.Why?

Posted by calvintaneng > 2024-02-25 14:25 | Report Abuse

Pig farming phased out sets a precedent for all other polluting industries to be phased out eventually

See

“Taking into account the land constraints in Singapore and looking forward, the government said the land was needed for housing, and pigs were causing land and water pollution,” recalled Dr Ngiam Tong Tau, who was Director of Primary Production at that time. “Cabinet then decided that pigs had no place in Singapore, and we had to phase them out.” Forced to confront these environmental and economic trade-offs, the decision to end pig farming was made in 1984, despite rosy production figures.

Read full article

https://www.sfa.gov.sg/food-for-thought/article/detail/journeys-of-transformation-singapore's-pig-farmers-after-pig-farming

Posted by sohaitrader > 2024-02-25 21:33 | Report Abuse

Please don't change the subject. Let the readers focus on JTiasa

Posted by sohaitrader > 2024-02-25 21:34 | Report Abuse

why talk about YTLpower here ?? to distract attention?

Posted by Mikecyc > 2024-02-25 21:55 |

Post removed.Why?

Posted by Investformilkmoney > 2024-02-25 21:58 | Report Abuse

Next week go up again

Posted by sohaitrader > 2024-02-25 23:54 | Report Abuse

i dont care about stockraider la can you (mikecyc) just shut up your mouth and leave here if u dont hold jtiasa

Posted by chamlo > 2024-02-26 03:14 | Report Abuse

QR still no news because worse QOQ like many CPO counters?

Posted by Mikecyc > 2024-02-26 06:03 | Report Abuse

Investformilkmoney
Investformilkmoney | Joined since 2021-06-03

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Posted by Investformilkmoney > 2024-02-26 08:10 | Report Abuse

Mickey mouse checking my profile? I joined stock market in 2021 and lose some $ following the news. Without guidance then lose money lo. But later read advices from Sifus and found blogs about plantation. From there and guides in the blogs I started not losing $, and eventually become green, thanks to Calvin and other sifus.

Posted by Investformilkmoney > 2024-02-26 08:55 | Report Abuse

Mickey mouse, Elon Musk made Disney share price drop.

Posted by Sslee > 2024-02-26 09:39 | Report Abuse

Repost:
Inno
Quarter
Revenue
PBT
NP
NP to SH
NP Margin
ROE
EPS
DPS
NAPS
QoQ
YoY
Financial Year: 31-Dec-2023
31-Dec-2023 63,275 21,574 16,632 16,632 26.29% 5.34% 3.47 3.00 0.6500 - % - %
30-Sep-2023 59,277 21,933 16,933 16,933 28.57% 5.53% 3.54 2.75 0.6400 57.18% 13.04%

Jayatiasa
Financial Year: 30-Jun-2024
30-Sep-2023 248,003 93,035 66,835 66,833 26.95% 4.57% 6.90 0.00 1.5100 11.26% 96.65%

Make a guess what will be jayatiasa quarter ended 31 Dec 2023 result?

Note: quarter end 31/12/2023
Inno FFB: 77,293 CPO 15,810 Palm kernal 2,982
Jayatiasa FFB: 335,778 CPO 69,092 Palm kernal 16,094 Log 27582

Posted by Sslee > 2024-02-26 09:51 | Report Abuse

Very simple in 2020 (onset of covid-29) the CPO price is about RM 2500 today CPO price you can refer MPOB CPO spot price

https://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?more=Y&jenis=3M

Posted by Sslee > 2024-02-26 09:53 | Report Abuse

Sorry typo error covid-19

Posted by Sales > 2024-02-26 10:01 | Report Abuse

If you guys hate this stock, you're welcome come to leave. Please move on...

Posted by sohaitrader > 2024-02-26 10:51 | Report Abuse

ya dont distract attention here.. jtiasa holder will receive big rewards this year.. those who dont hold it just leave here and dont spam this forum .. we just want to focus on jtiasa matters.. any others story please dont share here .