Posted by Up_down > 1 month ago | Report Abuse

Market plays yo-yo games until many short term players run for life. Haha

Posted by Johnchew5 > 1 month ago | Report Abuse

Jtiasa Quarterly Production output :


July-Sept: FFB MT

2019: 425,801

2020: 326,209

2021: 195,447

2022: 263,948
2023 : 359,739
2024 : July 101,601

Posted by Save > 1 month ago | Report Abuse

August production is increasing. Export start increase after middle of August. Share price small uptrend will be noticed end of August.

FCPO Report: Malaysian palm oil futures hovered above MYR 3,730 per tonne after touching as low as MYR 3,698 in the prior session, lifted by firmer rival oils on the Dalian and the CBoT markets. Traders were also upbeat amid buying interest from top buyer India ahead of the festival season between September and November. Meanwhile, inventories at the end of July were low, with Malaysia's palm oil stockpiles at 1.73 million metric tons, the least since March. In the world's largest producer Indonesia, Jakarta is working for the rampant use of palm-oil-based B40 biodiesel in 2025. Capping the rise was a strong ringgit. At the same time, concerns about weak exports grew, with cargo surveyors noting shipments of Malaysian palm oil products for the first 20 days of August sank between 16.7 to 18.5% from July. Elsewhere, crude oil prices fell for the fourth session, pressured by an unexpected rise in US crude inventories, signs of easing tensions in the Middle East, and uncertain demand outlook in China.

Posted by Save > 1 month ago | Report Abuse

it seems first target 1.20

Posted by calvintaneng > 1 month ago | Report Abuse

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

Posted by Up_down > 1 month ago | Report Abuse

Indonesia to implement B40 palm oil biodiesel on Jan 1, 2025, official says

https://www.thestar.com.my/business/business-news/2024/08/22/indonesia-to-implement-b40-palm-oil-biodiesel-on-jan-1-2025-official-says

Posted by AlphaAdventurer > 1 month ago | Report Abuse

Jtiasa might pass through 1.10 next week

Posted by dompeilee > 1 month ago | Report Abuse

If I hadn't averaged down @ 60c two yrs ago, I would STILL be in paper losses. Thank goodness I did average down, got a chunk of dividends & took the first opportunity to cash out a week after the price went into the black @ $1.50!🤗 Now waiting for paper gain from a much lower level!

Posted by speakup > 1 month ago | Report Abuse

@domp, what price u initially buy Jtiasa?

Posted by Save > 1 month ago | Report Abuse

Palm oil export increased after Anwar visited India!
FCPO report: Malaysian palm oil futures climbed around 1.5% to above MYR 3,920 per tonne, up for the fourth session to notch an over 3-week peak amid strength in Dalian's palm oil contract. Meanwhile, crude oil prices rose for the third session, on mounting fears of a broader conflict in the Middle East. Bets of robust demand from top buyer India continued to buoy sentiment, as the nation braced for a festive season between Sept. and Nov. In the world's largest exporter Indonesia, President-elect Prabowo Subianto hoped to launch mandatory 50% palm oil-based biodiesel blending next year. Meanwhile, Indonesian officials said they plan to raise the blending to 40% in January 2025, from the current 35%. A test for B50 is being carried out. Capping the upside momentum were lower exports in August, marked by fresh data from cargo surveyors. Shipments of Malaysian palm oil products for Aug. 1-25 fell between 14.05% to 14.9% from the same period in July, Intertek Testing Services and AmSpec Agri said.

Posted by SuperA > 1 month ago | Report Abuse

The Lowest PE counter in Plantation sector, only 5.79, Cash Rich now, EPS is 19.00, Really Speechless.
Inno EPS 13, PE11.27,
UMCCA EPS 24.15, PE 21.32,
HSPlant EPS19, PE11.15,
TSH EPS 6.924, PE 16.6,
JPG EPS 7.9, PE 12.16.

Posted by Berlin > 1 month ago | Report Abuse

The tangible numbers are near impeccable but the trust issues are still not dispelled. Will take time and visible efforts by management to bring back serious investors.

Posted by Save > 1 month ago | Report Abuse

FCPO report-Malaysian palm oil futures surged over 1% to above MYR 3,970 per tonne, increasing for the fifth session, its longest rally in six weeks, amid a weaker ringgit and strength in rival oils on the Dalian and CBoT markets. Prices hit a one-month peak, boosted by top exporter Indonesia's plan to raise its biodiesel blending rates as President-elect Prabowo Subianto hoped to launch a mandatory rate of 50% next year. Meantime, the Southern Peninsular Palm Oil Millers Association said output fell around 0.9% during the first 25 days of August. Separately, concerns about adverse weather grew after Malaysia forecasted thunderstorms from Aug. 26 to Sep. 1 in nine of its 16 states. However, weak exports limited the bullish impulse, as cargo surveyors' data noted shipments of Malaysian palm oil products for August. 1-25 sank between 14.05% to 14.9% from the same period in July. Meanwhile, crude oil prices eased after rising in the prior three sessions, due to worries over shaky demand from China.

Posted by investor77 > 1 month ago | Report Abuse

Late in reporting Quarter result However usually Q4 results are good. Most Plantation shares results are out and they quote higher CPO price and increased FFB production during Q2 period of the year. Hope they will declare dividends since company is cash rich.

Posted by Sslee > 1 month ago | Report Abuse

Final collection of Jtiasa shares before quarter ended 30/6/2024 result out.

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

followed sslee to buy Jtiasa shares😁

Posted by Sslee > 1 month ago | Report Abuse

Good morning Balian,
Welcome, Jayatiasa result not out yet so today will be the last day to collect before result out.

Posted by Johnchew5 > 1 month ago | Report Abuse

Jtiasa Quarterly Production output :


July-Sept: FFB MT

2019: 425,801 
2020: 326,209 
2021: 195,447 
2022: 263,948
2023 : 359,739
2024 : July 101,601



2023 : July 110,269 : August 120,312 : Sept 129,158

2024 : July 101,601

Posted by Johnchew5 > 1 month ago |

Post removed.Why?

Posted by Sslee > 1 month ago | Report Abuse

Shouldn't Mike-tikus hapilly collecting jaks share?

I am hapilly collecting my jtiasa shares and looking forward to the quarter ended 30/6/2024 result and dividend.

Posted by value_invest > 1 month ago | Report Abuse

Collecting and Sapu for investment, stable and safe haven. This stock will be more stable coming days, most traders has been out and Passive funds will slowly invest in this stock for its stable earning and dividend after the coming QR. Funds will only buy after proven earning and Dividend, some passive funds are getting ready to invest. Soon this stock Will be another Inno, Kimlong and UTDPLT..

Posted by Ravetidus > 1 month ago | Report Abuse

SOP just declared good results

Posted by hng33 > 1 month ago | Report Abuse

CPO hit above RM 4000

Posted by hng33 > 1 month ago | Report Abuse

Jaya tiasa CPO production also increases more than 30% in latest month

Posted by value_invest > 1 month ago | Report Abuse

Ya, Sapu more for investment. Earning Rm180mil +, EPS 0.18. The most impresssive is the Free cash flow of almost rm370 to RM380 mil per year.. and it is in net cash position, no debts..

Posted by hng33 > 1 month ago | Report Abuse

Jaya tiasa debt level is at RM 230m, and cash level is RM 270m. Nett off is net cash position.

It is better for Jaya tiasa to clear all debt instead of keep borrowing at interest expense is -RM 14m while interest income from cash holding only RM 6.7m. These is because interest rate cost from debt is higher than cash interest rate.

Management may think to keep cash for more flexibility if need to acquire new assets, but at least jaya tiasa opt to pay half debt from its cash to save net interest cost.

Posted by value_invest > 1 month ago | Report Abuse

@hng33
Any ideas how the management is planning to use the free cash flow of almost Rm360 to Rm380 mil per year since all their land is 98% planted and matured, not much further capex is needed. Cash per share is almost rm0.38 per yr….. !!!!

Posted by hng33 > 1 month ago | Report Abuse

Payoff debt and acquire more estate either from Rimbuan sawit or subur tiasa as both sister company failed to deliver due to lack of economic of scale

Posted by hng33 > 1 month ago | Report Abuse

Jaya tiasa in fact is already major shareholders of Rimbuan sawit, control 10% stake

Posted by value_invest > 1 month ago | Report Abuse

Ok.. good. It is hard to get more plantation assets available in the market now. Land are scarce. Klk acquired IJM land in Indonesia also costly. Buying up the plantations in sawarak is better choice. If that happen, jtisa will be super big plantations in Malaysia .. whooo..

Posted by value_invest > 1 month ago | Report Abuse

I see that Rsawit have been selling the plantation lands to 3rd party recent years for almost 200 mil to pare debts. Why not selling to jtiasa ? They are restructuring too
1 second ago

Posted by Save > 1 month ago | Report Abuse

Jtiasa QR will be good, but it may dragged down a bit by loss in logging business like Taann, expect EPS 5sen, Dividend 3 sen
FCPO Report: Malaysian palm oil futures surged over 1% to near MYR 4,000 per tonne, rising for the second day while heading for robust weekly gains amid a weaker ringgit and strength in rival oil prices on the Dalian and the CBoT markets. Meanwhile, concerns about adverse weather and low output mounted after Malaysia forecasted thunderstorms from Aug. 30 to Sep. 5. The contracts are set to end August on a strong note, jumping around 2% after losses in the prior two periods, as top grower Indonesia plans to launch a mandatory 50% palm oil-based biodiesel blending next year following the deforestation rules by the EU. Simultaneously, crude oil prices edged higher due to tight global supply. Capping the bullish notion was caution as key importer India was considering an increase in import tax on vegetable oils, that could reduce demand for palm oil. Meanwhile, China will report official PMI figures for August Saturday, with markets expecting the manufacturing sector to shrink for the fourth month.

Posted by curiousq > 1 month ago | Report Abuse

CPO futures breach 4K again

Posted by newbird33 > 1 month ago | Report Abuse

My guess is 3.5 sen.

Posted by Ethan Invest > 1 month ago | Report Abuse

hopefully EPS 5.5 sen, Dividend 4 sen

Posted by value_seeker > 1 month ago | Report Abuse

If 3.5 cents EPS good?

Posted by speakup > 1 month ago | Report Abuse

think result so so only cos can see insiders no push up

Posted by value_seeker > 1 month ago | Report Abuse

How to know insider not pushing share?

Posted by speakup > 1 month ago | Report Abuse

QR out
Now we know why insiders no push

Posted by Johnchew5 > 1 month ago |

Post removed.Why?

Posted by Johnchew5 > 1 month ago | Report Abuse

Referred to QR ended March 2024 :


a) Financial assets

Trade and other receivables 54,876,000

Cash and bank balances 270,371,000


total = 325,347,000

b) Financial liabilities

Loans and borrowings 242,160,000


Trade and other payables 81,569,000

Lease liabilities -

total = 323,729,000


a) - b ) = 1,618,000

Posted by Pinky > 1 month ago | Report Abuse

hahaahahha conned by calvin again

Posted by Johnchew5 > 1 month ago |

Post removed.Why?

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

You win some, you lose some. 😁

Posted by Save > 1 month ago | Report Abuse

HI, SSLee, kindly acknowledge us what happen to PnL of this QR? Below expectation

Posted by hng33 > 1 month ago | Report Abuse

The effective tax rate for the Group is higher than the statutory tax rate of 24%. This is mainly due to certain expenses not allowable for tax deduction.

Posted by hng33 > 1 month ago | Report Abuse

Strong cash flow, enable jtiasa to declare high dividend

Posted by hng33 > 1 month ago | Report Abuse

The Group expects the average crude palm oil price to be supported and positively influenced by
the stable soybean oil prices and anticipated increase in demand of CPO due to higher biodiesel
blending mandate in Indonesia

Posted by hng33 > 1 month ago | Report Abuse

With CPO stand above RM 4000 and production volume increase more than 30%, next Q result certainly will deliver higher EPS and enjoy dividend yield around 6%

Posted by Save > 1 month ago | Report Abuse

Last year 4Q there is a tax refund make it PBT40331 turn to nett profit of 60161? This year 4Q is a reverse play of last year? More tax deduction make the profit lower from PBT 31065 to nett profit of 15617. Therefore, we should look at PBT to compare?