Posted by eugenewong794 > 2 months ago | Report Abuse

next catalyst will in oct, i expect johari to push through reduction of windfall tax for plantation
https://theedgemalaysia.com/node/717566

Posted by Johnchew5 > 2 months ago |

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Posted by Up_down > 2 months ago | Report Abuse

Operating Profit for Oil Palm segment is slightly below my expectation after excluding the effects of impairments/disposal PPE and FV Biological assets.

Adjusted Operating Oil Palm:
4th Qtr 24 - 39.5m
3rd Qtr 24 - 31.4m
2nd Qtr 24 - 106.1m
1st Qtr 24 - 109.9m
4th Qtr 23 - 41.7m

Posted by Johnchew5 > 2 months ago |

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Posted by Up_down > 2 months ago | Report Abuse

The company will be fully repaid the borrowing in the next 4 quarter by referring to the trend of the payment plans RM 50m per quarter. Expect a savings in interest expenses RM 18m per year.

Posted by Up_down > 2 months ago | Report Abuse

Posted by Save > Aug 30, 2024 6:39 PM | Report Abuse

Any mentioned of loss in logging business in this QR?

It could mis-reclassification between Log segment and Other segment. Save for the impacts of impairments/disposal PPE and FV Biological assets, Other segment shows operating profit 20.5m whereas Log segment reported an operating losses RM 19.7m for 4th Qtr 24.

Posted by Sslee > 2 months ago | Report Abuse

With 3.5 sen dividend this will push my dividend received for this year to over 200k+

Mike-tikus don't be jeoleous. Your jaks and Priva when can give dividend?

Posted by AlphaAdventurer > 2 months ago | Report Abuse

Steady dividend payout. Nice

Posted by Up_down > 2 months ago | Report Abuse

Second interim dividend 3.5 cents is far above my expectation. Thought the company would have proposed 2 cents /share.

Posted by hng33 > 2 months ago | Report Abuse

Good for Sslee to earn passive dividend income more than RM200k pa. JTIASA dividends yields is far better than insas or call warrant.

Posted by godhand > 2 months ago | Report Abuse

Posted by Sslee > 10 minutes ago | Report Abuse

With 3.5 sen dividend this will push my dividend received for this year to over 200k+

Mike-tikus don't be jeoleous. Your jaks and Priva when can give dividend?

hahaha dont like that

Posted by hng33 > 2 months ago | Report Abuse

But can balance portfolio with certain proportion for high dividend stock and stock high growth EPS

Posted by godhand > 2 months ago | Report Abuse

my dividend 40k+ this year have some catching up to do

Posted by hng33 > 2 months ago | Report Abuse

Sslee have more than RM 5m in portfolio, peg 4- 5% dividend yield stock will convincing give him RM 200k dividends income

Posted by Sslee > 2 months ago | Report Abuse

Market cap 1,081 million
Net cash flows from operating activities 360,029,000 FYE 30/6/2024
If CPO can hold above RM3,900 then plenty of room for Jtiasa price to move north.

JAYA TIASA HOLDINGS BHD MAIN : Plantations
Last Price Today's Change Day's Range Trading Volume
1.11 +0.03 (2.78%) 1.08 - 1.13 2,357,200
Market Cap: 1,081 Million
NOSH: 968 Million
Avg Volume (4 weeks): 2,299,547
4 Weeks Range: 0.965 - 1.15
52 Weeks Range: 0.755 - 1.53

Posted by Johnchew5 > 2 months ago |

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Posted by godhand > 2 months ago | Report Abuse

Posted by Sslee > 40 seconds ago | Report Abuse

Market cap 1,081 million
Net cash flows from operating activities 360,029,000 FYE 30/6/2024
If CPO can hold above RM3,900 then plenty of room for Jtiasa price to move north.

u can talk all u like but the risk is dividend policy is 20%. they can still fxxx u up by not paying u more dividend and spend like fxxx all. remember insas? hoard cash

Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Mike tikus jayatiasa Net cash flows from operating activities is positive RM 360,029,000 unlike your jaks twist and turn Net Cash generated from/(used in) Operating activities negative RM (25,718,000) into postive 25,718,000

3.) Net cash generated used in Operating activities: 25,718,000

Posted by Sslee > 2 months ago | Report Abuse

Jayatiasa dividend policy payout is min 20%.

Posted by Sslee > 2 months ago | Report Abuse

MPOB CPO spot average price for 2023 Jan-Dec
Average
3,922.00
3,908.00
4,159.50
4,217.50
3,795.50
3,525.00
3,897.00
3,805.00
3,727.00
3,640.00
3,700.50
3,656.50
MPOB CPO spot average price for 2024 Jan-July
Average
3,783.50
3,949.50
4,215.50
4,257.00
3,902.50
3,957.50
4,034.00

Posted by Johnchew5 > 2 months ago |

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Posted by Fabien _the efficient capital allocator > 2 months ago | Report Abuse

Expect increasing dividends in the future. FCF RM293 mil. RM154mil used to repay borrowings.

Similar to last year, FCF RM241mil, repaid borrowing RM155mil and RM31 dividend payout. Borrowings in B/S left RM194mil. Another 1 year FCF will wipe that off from B/S.

Posted by Johnchew5 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo Mike-tikus dis you read and understand the below: Cash flow is the most crucial than any paper profit.

Why must you twist and turn jaks Net Cash generated from/(used in) Operating activities negative RM (25,718,000) into postive 25,718,000?
And
Why must you promote jaks in every forum you go?

Did you know 30% JHDP associate company of jaks share of profit is only a paper profit?
What important is the ability and record of JHDP paying dividend?

Posted by value_invest > Aug 30, 2024 7:47 PM | Report Abuse
Cash flow is the most crucial than any paper profit. More, increasing Dividend year on year is another proven that the company is turning point to North..

Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo
Mike-tikus still kaki kong, kaki song.

For all we know you trapped yourself in Jaks, Priva and capitalA, what growth and dividend stocks are you talking about?

Posted by Johnchew5 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo Mike-tikus cannot understand what is trading for my free bintang beer and lobster, what is Omesti-PB and omesti and what is growth and dividend stocks?

Yinson is growth stock
Jayatiasa is dividend stock and hopefully growth stock utilised their excess FCF
Pantech is growth and dividend stock
Insas is value trap stock

Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

By the way Jaks, Priva and capitalA gruesome stocks

Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

SCIB will be the turn around stock while jaks will be forever PP and RI stock.

Posted by Johnchew5 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo Mije-tikus jaks, prva and capA are your calculated risk stocks.
Where are your growth and dividend stocks?

Posted by Johnchew5 > 1 day ago | Report Abuse
Hoho as said much earlier n latest in YTLpower forum :
My investment portfolio divided into 2 categories:
1.) Growth n Dividend stocks : pls refer to ethical Sifu 3iii.
2.) Calculated Risk stocks .

Posted by Johnchew5 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo Mike-tikus did not hold even one growth and dividend stock.
Is Mike-tikus only name dropping Sifu 3iii on growth and dividend stocks to gain creditbility?

By the way Jaks cash flow is negative for the past 3 financial years and needed yearly PP for working capital and loan repayment.

Mike-tikus is still twist and turn jaks FCF as positive.

Johnchew5 Hoho Jaks :
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.73 %
Revenue QoQ -7.93 %
Revenue YoY 295.23%

Posted by Sslee > 2 months ago | Report Abuse

https://jayatiasa.listedcompany.com/slides.html

Posted by Sslee > 2 months ago | Report Abuse

Plantation Land Area(Ha)
Plantable Area (Ha)
Planted / Mature(Ha)
Area cleared for replanting(Ha)
Simalau Plantation 5,003 4,866 3,846 1,020
Hariyama Plantation 10,600 9,645 9,645 -
Wealth Houses Plantation 6,000 5,757 5,757 -
Lepah Plantation 5,149 4,099 4,099 -
Daro Plantation 11,681 9,841 9,841 -
Eastern Eden Plantation 10,000 8,580 8,580 -
Poh Zhen Plantation 5,000 2,933 2,933 -
Sawai Plantation 6,050 5,448 5,448 -
Lassa Plantation 21,300 16,287 16,287 -
Kabang Plantation 2,700 2,133 2,133 -
Total 83,483 69,589 68,569 1,020
Area Statement as at Jun 2024

Corporate Presentation 4th Quarter 2024 (period ended 30 Jun 2024)
Jayatiasa cleared 1,020 Ha for replanting at its Simalau plantation

Posted by Johnchew5 > 2 months ago |

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Posted by Johnchew5 > 2 months ago |

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