Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-24 05:24 | Report Abuse

Calvin is do dishonest. Lsacks integrity. Very sad indeed.

Posted by calvintaneng > 2024-03-24 06:56 |

Post removed.Why?

Posted by Sslee > 2024-03-24 08:15 | Report Abuse

Very important even if it is a pump and dump make sure you are not the one holding the bag when the music stop.

Posted by value_seeker > 2024-03-24 08:27 | Report Abuse

We must read the market.

Posted by xiaoeh > 2024-03-24 11:16 | Report Abuse

sold my Jtiasa too too earlier
now hope it can come back below RM1 for me to re-enter...
sorry to those who still holding it and do not beat me....

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-24 11:46 | Report Abuse

>>>

xiaoeh

sold my Jtiasa too too earlier
now hope it can come back below RM1 for me to re-enter...
sorry to those who still holding it and do not beat me....

27 minutes ago

>>>>


When did calvin ask you to sell??

Posted by xiaoeh > 2024-03-24 11:51 | Report Abuse

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 46 seconds ago | Report Abuse
>>>
xiaoeh
sold my Jtiasa too too earlier
now hope it can come back below RM1 for me to re-enter...
sorry to those who still holding it and do not beat me....
27 minutes ago
>>>>
When did calvin ask you to sell??

Nope 3i
Calvin sifu has been asking to buy and hold since rock bottom
ofcoz along the way share price got ups and downs not presented in the straight line

What Calvin did is he provide an insight for a company
whereas we have to do our own due diligence for buy sell decision
i make my buy and sell decision bro 3i

Posted by dompeilee > 2024-03-24 11:56 | Report Abuse

Sslee

Very important even if it is a pump and dump make sure you are not the one holding the bag when the music stop.

3 hours ago

Not all P&D are condemned forever....Witness my GPharos: a clear cut P&D stock until recently, when results & financials unpredictably improved, percolated into fantastic div yield & bettered JTiasa in the last year. Used to hold 330 lots of this when it resumed its divvy in '19 but then SOLD all of it when it was pumped/dumped in '21. Fortunately, I re-entered 40 lots last yr when the divvy continued & still left with a last stand of 20 lots now.

Posted by Investformilkmoney > 2024-03-24 14:41 | Report Abuse

Well, I thank Calvin for his advice to invest in plantation

Posted by Sslee > 2024-03-24 17:51 | Report Abuse

The current major threat to palm oil productivity is Ganoderma boninense. Once the palm tree is infected then the productivity can come down from CPO yield of 5MT+ per hectare per year to below 3 MT.

UP yield are high because UP monitor the palm tree for early detection and when they detect the disease they will uprooted the whole tree and replant with new tree to prevent the diesease from spreading (root to root spreading) to other trees.

Basal stem rot of oil palm caused by Ganoderma boninense is the most serious disease of oil palm in Malaysia, Indonesia, and other oil-palm-producing countries. Economic losses caused by the disease can be up to USD500 million a year. For many years, basal stem rot was found to infect older palm trees of more than 25 to 30 years in age. Only in the 1950s, the disease began to appear in much younger palm trees, 10 to 15 years old, and, in the last decade or so, palm trees as young as 1 year were infected by the disease. The highest incidence occurs in coastal areas of Southeast Asia but the disease has now infected oil palm in inland areas, mainly oil palm planted in peat soils. Disease incidence is also high in areas previously growing coconut or forest. Basal stem rot infection and spread occur through root-to-root contact, and basidiospores that colonize the roots also play a role. In the early stages of infection by G. boninense, the pathogen behaves as a biotroph and later as a necrotroph, secreting cell-wall-degrading enzymes and triggering host defense responses. Genes, gene products, and metabolic pathways involved in oil palm defense mechanisms against G. boninense have been identified and these metabolites have the potential to be used as markers for early detection of the disease

Posted by Sslee > 2024-03-24 18:30 | Report Abuse

The recent unfavourable weather and outbreak of swollen shoot disease had resulted in lower cocoa bean yield. This can happen to any tree crop unlike seasonal cash crop where the seasonal plant know they only have few months time to grow.

For tree crop you are facing with tree aging and plant disease that drastically cut down the crop yields.

Cocoa prices have more than doubled since the beginning of last year, reaching an all-time high of $9,010.59 per ton on the New York commodities market in the second week of February.

Unfavourable weather conditions, smuggling, and swollen shoot disease are said to have contributed to the price increase, resulting in lower crop yields in Côte d'Ivoire, which produces nearly 40% of the world's cocoa bean, and Ghana, which produces 20%.

Posted by calvintaneng > 2024-03-24 18:54 | Report Abuse

Cocoa price rise is an early warning sign that Nestle will be hit later

Nestle's No. 1 beverage Milo is actually a chocolate drink and will now face high cost of cocoa price ingredients.

Stay safe in 🌴🌴🌴

Posted by speakup > 2024-03-25 07:46 | Report Abuse

hari raya coming
more ppl cook cakes, cookie = more use palm oil = Jtiasa rm2

Posted by Ytl2023 > 2024-03-25 10:42 | Report Abuse

Free advice from me ignore dompeilee posting. Only knows to boast his last shares available , at least Calvin talks with facts and figures.

Posted by Ytl2023 > 2024-03-25 10:44 | Report Abuse

Don't be silly and sell now. Thus us uptrend stock. Just be patient and wait for selling to finish

Posted by Save > 2024-03-25 11:43 | Report Abuse

Watch out! Palm oil future seems painting a flag, let see if it can successfully forming a flag.............

Posted by mamakspecial > 2024-03-25 12:22 | Report Abuse

there will be continuous selling pressure in short term..my two cents is because of the anticipation of the US feds going to cut rates later half of the year..once they do that...myr will grow stronger and thus some of the foreign funds are selling to realize the gains from currency exchange rate first..

Posted by speakup > 2024-03-25 12:47 | Report Abuse

Drop a bit only, all naysayers keluar

Posted by warent > 2024-03-25 16:30 | Report Abuse

people start switching jtiasa to rsawit, money from bplant slowly switch to thplant.

Posted by Ytl2023 > 2024-03-25 16:59 | Report Abuse

Rsawit I have kawa stuck there at 40 plus cent. Waiting for u to free them if u want to switch. Or else just stay put here.

Posted by KingKoil > 2024-03-25 19:03 | Report Abuse

Switch to KRETAM which smaller land than RSAWIT but much better output and profit.

Posted by Ytl2023 > 2024-03-25 23:01 | Report Abuse

Yes later dompeilee will cakap he have kretam and rsawit share. Collecting dividends all this time, not yet lose money.. Bought share cause he conned by kyy as well.

Posted by dompeilee > 2024-03-26 07:51 | Report Abuse

I have neither kretam nor rsawit because most of my capital is now denominated in foreign currencies like £ & greenbacks, invested in world-class cos like General Electric, Disney, Nomura & Panasonic Japan while your depreciating rm is stuck in a 3rd world market avoided by foreign funds who are instead chasing after my hot, well-managed & famous stocks in jurisdisctions where politicians don't steal & bankrupt the country! 😆

Posted by calvintaneng > 2024-03-26 08:51 |

Post removed.Why?

Posted by Ytl2023 > 2024-03-26 09:10 | Report Abuse

All Rush back to buy again.

Posted by Save > 2024-03-26 09:11 | Report Abuse

Consolidation finished. Up, up and away for new height..........
( 4 days ago | Report Abuse
Finally 1.35 support hold, have you managed to catch the boat? With a inverted hammer yesterday and today white candlestick, hopefully traders push the price up and Jtiasa can join a last leg of a small Raya relly next week. Continue to watch the show.....)

Posted by Ytl2023 > 2024-03-26 09:13 | Report Abuse

Hong Kong selling over

Posted by Ytl2023 > 2024-03-26 09:15 | Report Abuse

Today Rm1. 50

Posted by Ytl2023 > 2024-03-26 09:18 | Report Abuse

Ask dompeilee buy quick Rm1. 45.

Posted by WilburR2 > 2024-03-26 09:32 | Report Abuse

free in house entertainment,

Posted by IamBen10 > 2024-03-26 09:35 | Report Abuse

Tiger 🐅 going to finish his last jump... If reach to level 1.60 - 1.65... Then surely will take break... This is a trap move...

Posted by Ytl2023 > 2024-03-26 09:37 | Report Abuse

Kyy say buy. Jangan no buy

Posted by joyvest > 2024-03-26 09:51 | Report Abuse

TP ?

Posted by sense maker > 2024-03-26 10:26 | Report Abuse

Target is RM1.78 by today. Haha

Posted by icecool > 2024-03-26 10:56 | Report Abuse

not bad today can go up so much

Posted by speakup > 2024-03-26 11:59 | Report Abuse

Panic buying
Ini kalilahhhhhh

Posted by Fabien _the efficient capital allocator > 2024-03-26 12:29 | Report Abuse

Congrats! As Buffett famously said, stock market is a device for transferring money from the impatient to the patient.

Posted by speakup > 2024-03-26 12:39 | Report Abuse

In i3 if u shout shout shout loudest, your stock sure up

Posted by Save > 2024-03-26 18:11 | Report Abuse

Huge unloading of shares above 1.44 noticed. Resistance still very strong.
Malaysian palm oil futures were below MYR 4,250 per tonne following a strong session at the start of the week, rattled by a stronger ringgit and expectations of higher production in March. Traders were also cautious as they anticipated official PMIs figures in key buyer China that will be due over the weekend. A strength in Dalian vegetable oils and a further rise in crude oil prices limited the bearish mood. Meanwhile, export data continued to indicate strong growth in March. Cargo surveyors Intertek Testing Services and AmSpec Agri reported shipments of Malaysian palm oil products for March 1-25 likely rose between 13.8% and 21.2% from the same period in February. In top producer Indonesia, authorities reportedly are considering revising the domestic market obligation policy for edible oil by linking it to production instead of exports. Production growth in the country has been slowing in recent months, meaning exports would be tighter, according to a commodity research company.

Posted by Ytl2023 > 2024-03-26 19:42 | Report Abuse

Sold at high today. Dompeilee say sell. Wait again to catch

Posted by speakup > 2024-03-27 07:54 | Report Abuse

those who sell sure cry
Tambahhhhhhh!

Posted by Starship2 > 2024-03-27 10:19 | Report Abuse

JT's cpo production for Jan & Feb is relatively lower compared to the last Q but the average cpo price is signficantly higher.. Wonder how they play out for profits for this quarter endin 31 Mar..Those who have reported lower profits could have been impacted by lower cpo prices of their latest quarter...Note that companies' quarterly reports need not cover identical time periods.. Just a view

Posted by Save > 2024-03-27 11:07 | Report Abuse

We may expect QoQ lower and YoY higher. However, these may not be main play theme now. Main play theme may be is nett cash company and how management manage (distribute or reinvest) the money. If the money is wisely use eg share buy back, share price may appreciate, if the money is not properly handled...........

Posted by value_invest > 2024-03-27 11:10 | Report Abuse

Jan to March It is traditional low production session for FFB, it is KNOWN to market. SO, Don't foresee market will have much impact on this.
Market usually value plantation stock bases on the forecast annual FFB and Average CPO price.

For Jtiasa, The company has forecasted FY24 FFB production of 1.1mil ton, based on last 2Q, company has achieved 68% FFB of its forecast of 1.1m tons. So the forecast for FY24 of 1.1mil ton is achievable and maybe surpass its target.

Coming Q results, Palm oil division will be flat or better, or maybe there will be surprised UPSIDE earning. As the timber price has bottom and is increasing lately, Jtiasa's timber division may have turning around to profitability. Last Q there is an impairment on biological assets of RM30mil on timber division due to accounting standard, without this, the coming Q results will be showing HUGE improvement for timber division coming Q.

Based on CPO of RM 3700 to RM4000, Jtiasa is estimated profit RM 220 mil to RM 240 mil, EPS of RM 0.22 to RM 0.24, Free Cash Flow of RM 400mil. Without debts now and No further capex, company is expecting to increase the dividend.

By comparing to the peers in plantation, PE is ranging from 10 to 20 times, Jtiasa's coming PE of less than 6 is seem to be attractive. Basically, you can hardly see a stocks in Bursa with so strong CASH FLOW, NO debts, strong BS and stable biz,,

If CPO can stay above RM4000, Jtiasa will hit Jackpot, an increase in 10 % in CPO will increase Jtiasa's profit by 25 to 30%..

Posted by Save > 2024-03-27 11:41 | Report Abuse

Thanks value_invest for vary detailed and complete analysis.

Posted by sense maker > 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.

Posted by sense maker > 2024-03-27 15:00 | Report Abuse

At least a few days lah of rise. Not just half-a-day sprint and then retreat.

Posted by dompeilee > 2024-03-27 15:55 | Report Abuse

Still BELOW where I sold my last shrs on ex-dividend day...And thanks to my 30-years experience as a mkt veteran, the temptation to chase yesterday was exactly NIL!👍

Posted by Lee Tzu Vun > 2024-03-27 16:07 | Report Abuse

應該還有上升的機會

Posted by Anthonyloh > 2024-03-27 16:32 | Report Abuse

@dompeilee

Don't too confident you are sold at highest price even you have 30-years of your experience.