Posted by Johnchew5 > 2 months ago |

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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 scicom is growth stock?
Know why the revenue and NP keep droping Q to Q and Y to Y? LOL

Quarter
Revenue
PBT
NP
NP to SH
NP Margin
ROE
EPS
DPS
NAPS
QoQ
YoY
Financial Year: 30-Jun-2024
30-Jun-2024 44,496 4,388 3,642 3,643 8.19% 3.09% 1.02 1.25 0.3300 -39.34% -50.17%
31-Mar-2024 54,286 8,128 6,004 6,006 11.06% 5.12% 1.69 1.25 0.3300 -16.02% -18.00%
31-Dec-2023 62,851 9,521 7,151 7,152 11.38% 6.10% 2.01 2.00 0.3300 -5.30% -17.66%
30-Sep-2023 62,366 11,341 7,551 7,552 12.11% 6.44% 2.12 2.00 0.3300 3.30% -16.25%

Posted by Sslee > 2 months ago | Report Abuse

Jayatiasa 63th AGM minutes.
So now who is twisting and turning on jaks FCF is positive?

Question: And what will be the dividend policy moving forward in terms of %,

Reply: Our existing policy is to pay a minimum dividend of 20% of net profit subject to not compromising the Group's ability to support its pursuit for long-term growth. However, that will not restrict declaration of dividend of more than 20%. With improvement in financial position and market condition, the dividend payout will increase accordingly

Posted by godhand > 2 months ago | Report Abuse

Reply: Our existing policy is to pay a minimum dividend of 20% of net profit subject to not compromising the Group's ability to support its pursuit for long-term growth. However, that will not restrict declaration of dividend of more than 20%. With improvement in financial position and market condition, the dividend payout will increase accordingly


This is not good enough. they need to commit

Posted by Sslee > 2 months ago | Report Abuse

Action speak lounder than word.
Jayatiasa EPS 14.57 sen for FYE 30/6/2024
Dividend:
Ann. Date
Ex Date
Type
Subject
Amount
30-Aug-2024 13-Sep-2024 DIVIDEND Second Interim Dividend RM 0.0350
29-Feb-2024 14-Mar-2024 DIVIDEND First Interim Dividend RM 0.0250

Posted by Johnchew5 > 2 months ago |

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Posted by curiousq > 2 months ago | Report Abuse

operation profit dropped 20%, promoters keep thousand silence

Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo Mike-tikus,
Why want to tell lies everday and in every i3forum you go?

Posted by prudentinvestor > Aug 31, 2024 1:08 PM | Report Abuse
"Why want to tell lies everyday?"
Hahaha, what a joke. A pathological and consummate liar accusing someone who obviously has been telling truth of being lying. A clown will always behave like a clown

Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo Mike-tikus
Why telling lies jaks FCF is positive and now another one CAGR 3Y +29.9%?

Mind telling how you get jaks CAGR : 3Y + 29.9 %?

Jaks Annual Revenue and Net Profit / ( Loss ) :
1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )
2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million.
3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.
4.) FYE 2023 : Rm 37.787 million with Net Profit RM 15.527 million..

5.) FYE 2024 :
>> 👉1QR : RM 14.2 million with Net Profit RM 12.4 million.
>> 👉2QR : RM 13.1 million with Net Profit RM 8.4 million

Posted by Johnchew5 > 2 months ago |

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Posted by Sslee > 2 months ago | Report Abuse

Mike-tikus cannot answer a direct question and need to resort to twist and turn and slanderous.

Aiyoyo Mike-tikus
Why telling lies jaks FCF is positive and now another one CAGR 3Y +29.9%?
Mind telling how you get jaks CAGR : 3Y + 29.9 %?

Posted by Johnchew5 > 2 months ago |

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Posted by Berlin > 2 months ago | Report Abuse

I will not fuss about the FY4Q24 results but to focus on the 3.5% final dividend making 6.0% for the year. One or two quarters weaker results is palatable when the directors make a statement about future dividends by giving out 6% for the year. At a modest PE 8, dividend yield is 5.17% with share price 1.16. What's not to like about JTiasa?

Posted by Sslee > 2 months ago | Report Abuse

Cash flow
RM ’000
Current year-to-date 30 Jun 2024
Corresponding year-to-date30 Jun 2023
Net cash generated from
operating activities 360,029 297,188
Net cash used in investing
activities (114,828) (44,406)
Net cash generated from/(used
in) financing activities (195,301) (287,106)
Effect of exchange rate changes 18 184
Cash & cash equivalents at
beginning of financial period 194,204 228,344
Cash & cash equivalents at end of financial period 244,122 194,204

Current Liabilities
Loans and borrowings 57,652 56,314
Non-current Liabilities -
Loans and borrowings 136,577 292,054
So by FYE June 2025 the current loan and borrowing will be cleared.

Mike-tikus when jaks cash flow will turn positive?
Jaks need many more years of PP or RI for working capital and loan repayment.

Posted by Johnchew5 > 2 months ago |

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Posted by Berlin > 2 months ago | Report Abuse

This is interesting. Disappointed short term investors continue to focus on short term results this morning instead of looking at the longer term management of the company. To me, it is very significant the BOD approved a 6% dividend FY2024 signifying a change in tight purse strings when it comes to minority shareholders. I will continue to buy more on weakness.

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Posted by godhand > 2 months ago | Report Abuse

the reason why jtiasa price seems undervalued is because there is no revision to dividend policy yet. they can have 500m operating profit what is the use if the minorities dont have absolute certainty? price will always be in discount due to lack of transparency and clear direction.

Posted by godhand > 2 months ago | Report Abuse

sorry to hurt you sslee. but your pick in jtiasa is still a way better choice than insas which cant even formulate a d.policy till date

Posted by speakup > 2 months ago | Report Abuse

Mannnn u guys really spoil it for me. I Q at 1.01 tapi tak dapat

Posted by Berlin > 2 months ago | Report Abuse

Only death and taxes are certain. Dividends can never be fixed and certain; it depends on the company's performance, future needs and ultimately the BOD who determine and can vary the set policy. That is why 2.5% + 3.5 % for FY2024 is so significant being the highest for decades.

Posted by Sslee > 2 months ago | Report Abuse

My TP for Jayatiasa, OSK and Insas was RM 1.50
I sold some jayatiasa when it hit RM 1.50
All OSK when it hit RM 1.60
And most of Insas at RM 1.20+

I bought back a lot of Jtiasa for the dividend some Insas at RM 1.0+ and recently 10k OSK at 1.53
I already hit my 50% limit on jtiasa and now waiting to collect back OSK and Insas on weakness.

Posted by godhand > 2 months ago | Report Abuse

Only death and taxes are certain. Dividends can never be fixed and certain; it depends on the company's performance, future needs and ultimately the BOD who determine and can vary the set policy. That is why 2.5% + 3.5 % for FY2024 is so significant being the highest for decades.

i wonder how u invest if theres no aspect of certainty when it comes to your decision making. so are u happy with 6cents dividend? if they dont tune their policy. they are only committed to pay u not more than 8c every year for the next decade or so.

its up to them. not you.

Posted by Berlin > 2 months ago | Report Abuse

I have JTiasa and OSK😀 but am holding for long term. Only a small (20% or so) portion for occasional trading. Sslee, you seem to have good instincts for taking advantage of price fluctuations so can trade more often.

Posted by Johnchew5 > 2 months ago |

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Posted by Berlin > 2 months ago | Report Abuse

The BOD are the gods who determine dividend payments each year and who also can vary any set dividend policy. I only try to interpret future action from their apparent signals. Having been on the BOD of a public listed company in the past gives me some insight.

Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo Mike-tikus,
Jaks never paid any dividend but asking money from investors and Shareholders yearly through PP and RI for working capital and loan repayment.

Why you want to promte such a gruesome company every forum you go?
Are you trapped high in jaks?

Posted by Sslee > 2 months ago | Report Abuse

I only bought jtiasa when company start to pay dividend and pare down borrowing.
With operating cash flow of 360 million why worry about company not paying your a reasonable dividend?

Posted by godhand > 2 months ago | Report Abuse

yea i get u. just dont be overly optimistic. its not certain. i have jtiasa too but im okay with the worst case scenario i wont lose money

Posted by godhand > 2 months ago | Report Abuse

unless u can convince the bod to raise dpolicy

Posted by Berlin > 2 months ago | Report Abuse

Payout 6% dividend FY2024 is RM58 m or 41% of net profit RM141 m when guideline is 20%. Tell you anything?

Posted by godhand > 2 months ago | Report Abuse

Berlin

Payout 6% dividend FY2024 is RM58 m or 41% of net profit RM141 m when guideline is 20%. Tell you anything?

U dont understand where im coming from. i can give u all the info profit cashflow etc but u still cannot guess the dividend. min 20% max ?. U see the range? for an investor 20% and 80% is a world of difference

Posted by Berlin > 2 months ago | Report Abuse

Dividends can be zero, or over 100% of net annual profit, if there are accumulated profit reserves. It's the BOD who decides. Declaration of dividends is at the BODs discretion with dividend policy a guideline. You want a guarantee? Sorry, no company will give you one.

Posted by godhand > 2 months ago | Report Abuse

hello.. dividend policy is the guarantee la what u talking about