Posted by Johnchew5 > 1 month ago |

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Posted by Sslee > 1 month 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 > 1 month ago |

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Posted by Sslee > 1 month 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 > 1 month ago | Report Abuse

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

Posted by Sslee > 1 month 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 > 1 month ago |

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Posted by Johnchew5 > 1 month ago |

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Posted by Johnchew5 > 1 month ago |

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Posted by Sslee > 1 month 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 > 1 month 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 > 1 month 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 > 1 month 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

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Posted by curiousq > 1 month ago | Report Abuse

operation profit dropped 20%, promoters keep thousand silence

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Posted by value_invest > 1 month ago | Report Abuse

Overall the Q4 is satisfied. Year 20204, Fcf 360mil, EPS 0.145, Div 6cents. Operationally improvement.
Let’s look into FY2025:
1) company projected FFB 1.21mil tons, 5% up from FY2024.
2) FCF can hit Rm400mil
3) Profit estimates Rm180 to rm220mil
4) Div 10cent

Posted by Sslee > 1 month 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 > 1 month ago |

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Posted by Sslee > 1 month 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

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Posted by Sslee > 1 month 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 %?

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Posted by Berlin > 4 weeks 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 > 4 weeks 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 > 4 weeks ago |

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Posted by Berlin > 4 weeks 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 > 4 weeks 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 > 4 weeks 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 > 4 weeks ago | Report Abuse

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