Posted by sohaitrader > 2 weeks ago | Report Abuse

wow fcpo betul break out strong ..

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha All the Directors are not Substantial shareholders, the Highest is 0.15 % .

Tiong family group ( under many Sdn Bhd ) : 57.18 %

Genine : 14.68 % 👉( keep disposed from August 2023 to July 2024, Balance ard 6 % ) .


Question :

1.) Why Subur Tiasa and Rsawit ( under same RH group with Jtiasa ) are loss making in Timber and Plantation business?
Subur Tiasa even diversified business into pipe manufacturing n auto sector since May 2023 .😱

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha what Shl be the currency exchange rate impact on Export and affect Jtiasa bottom line Profit result:

> USD to RM :


Earlier Oct 2024 : 4.80 to 4.11 = depreciated 14.38 %


USD to MYR Chart
-8.72%
(1Y)
US Dollar to Malaysian Ringgit

1 USD = 4.36116 MYR
Oct 28, 2024 at 09:31 UTC

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha and the minimum wage impact :

This was an increase from RM1,500, which was set in May 2022. RM1,700 is the floor wage rather than target salary for new hires.3 days ago

Posted by calvintaneng > 2 weeks ago | Report Abuse

Bodoh Tikus

Nothing to do with currency

Main Reason Jtiasa down due to Dirty Ib Banks RSS Short sell due to two Jtiasa call warrants expiring this month & next month

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Conartist Callvin as ppl called Big cannon in TSH :

Repost from TSH :

Posted by calvintaneng > 54 minutes ago | Report Abuse

Tsh with 80% or more operation is the least affected by Worker salary increase

Price down is due to Dirty Ib bank doing RSS selling as there are 2 Tsh call warrants expiring next month

calvintaneng
56,370 posts

Posted by calvintaneng > 54 minutes ago | Report Abuse

Take opportunity to buy TSH mother shares on the cheap.

—-

TSH

25/10/2024 : 5,063,400 unit

Short Selling: ( Volume )

RSS 50,000

Total RSS + IDSS : 100,000

Total Net Short position : 4,416,100

Let’s see 28/10 results by tomorrow morning!

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Conartist Callvin still twisting n diverting on TSH :


👉TSH : change in Principle Officer :

> Resignation of Principal Officer :



A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


Posted by Mikecyc > 2 weeks ago | Report Abuse

Jtiasa

25/10/2024 : 10,094,200 unit

Short Selling: ( Volume )

RSS 738,300

Total RSS + IDSS : 820,300

Total Net Short position : 5,232,800

Let’s see 28/10 results by tomorrow morning!

Posted by Sslee > 2 weeks ago | Report Abuse

Palm oil plays a crucial role in economic development, especially in rural areas, where it provides livelihoods, infrastructure, and social services. Sustainable practices not only protect the environment but also ensure higher and more stable prices for smallholders, improving their economic security.


The World Wildlife Fund (WWF) estimates that palm oil accounts for 35% to 40% of global vegetable oil demand, yet it is produced on just 6% of the land used for oil crops. Replacing palm oil with other vegetable oils would require seven- to 10 times more land to achieve the same production volume. Additionally, palm oil uses far fewer inputs — such as fertilisers, pesticides, and energy — compared to other oil crops.

Posted by Mikecyc > 2 weeks ago | Report Abuse

However, scientific studies cited by the European Commission in 2019 suggest that 45 % of the land area covered by new plantations is on formerly forested land, a much higher share than for other oilseed crops such as soybean (8 %), and that between 2008 and 2011 palm oil caused 4 300 km2 of deforestation worldwide.

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Conartist Callvin n Konartist Sslleee .. is Jtiasa accredited with RSPO ???

Posted by Sslee > 2 weeks ago | Report Abuse

https://klse.i3investor.com/blogs/savemalaysia/2024-10-28-story-h472815385-Palm_oil_s_new_premium_A_sign_of_sustainability_and_profitability_By_Bel.jsp

While Malaysia has seen a reduction in mature oil palm areas over the past four years, other vegetable oils are expanding. For example, Brazil has increased its soybean area by six million hectares — more than Malaysia’s entire oil palm area, which stands at 5.65 million hectares after over a century of cultivation.

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Conartist Callvin n Konartist Sslleee any automation process is implemented in Jtiasa production like Sime Darby Plantation 👍

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha as usual the Conartist Callvin during promoting Netx saying here Bodo editor , Bodo Remisier n Bodo ppl but replied my call happily retired, loss naked swimming back to the small island on December 2020 for 3 months .🤣🤣🤣

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha konartistLee partner in Promoting SCIB Koni3lurkker also said here pariaaa country, ppl n food …

Posted by Sslee > 2 weeks ago | Report Abuse

Mike-tikus is one of the pariaaaaa ppl in i3.

Posted by Mikecyc > 2 weeks ago | Report Abuse

1st Lies :


Haha wow Konartist Sslleee is an “ Attention Seeker “ .., approached me 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …


Then Konartist Sslleee said Raider Win 1 Myvi in Netx RI .. Raider said Win 2 Myvi… both blowing bla bla bla clon the Wayang Script on Insas-PB and WC …

After Konartist Sslleee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha why the 2 pariaa promoter in SCIB so desperately le , promoted until said if not made profit 600 % by early 2025 , will become wwooofff wow !🤣🤣🤣🤔

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha oh why yr pariaaa partner Koni3lurkker promoted SCIB changed name to Balian … sounds like Pariaaaa !🤣🤣🤣

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha always a pariaaaaa couple ke !🤣🤣🤣🤔

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha RM 1700 is the floor wage rather than target salary for new hires.

Malay Mail
https://www.malaymail.com › news
Fair earnings: Where does Malaysia's minimum wage of RM1,700 stand in comparison to ...

4 days ago — RM1,700 is the floor wage rather than target salary for new hires. This was not the first time that Malaysia has mandated, and increased its ...

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha emm ., earlier I am posted production cost is RM 2800 per mt but insider replied in AGM is Less than RM 3000 … further impacting by the minimum wages !

Posted by Sslee > 2 weeks ago | Report Abuse

Jayatiasa plantation EBITDA for FYE 30/6/2024 is RM 414 million.
FFB production: 1,155,478 MT

Segmental Information
The financial information in respect of the Group’s business segments for the current financial year
ended 30 June 2024 is as follows:
Oil Palm Timber Others Elimination Total
RM'000 RM'000 RM'000 RM'000 RM'000
REVENUE
External 957,886 56,589 1,317 1,015,792
Inter segment 720,949 83,663 3,320 (807,932) -
Total Revenue 1,678,835 140,252 4,637 (807,932) 1,015,792
EBITDA 414,132 (20,520) (1,598) - 392,014
Finance cost (9,998) (8,352) (111) - (18,461)
Depreciation and amortisation (125,588) (10,067) (2,051) - (137,706)
Segmental result 278,546 (38,939) (3,760) - 235,847
Group admin and overhead cost (27,064)
Other expenses (2,190)
Profit before tax 206,593

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha KonartistLee pls don’t toxic Indonesia land , working alone in Indonesia at 64++++ , didn’t fly back to hometown during CNY , even mumm just out from icu le … pls don’t take wrong medicine le !

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha as posted earlier:


Palm oil planting area vs Production Output in MT :


👉Jtiasa :

Planted Area : 69,589 hectares

FY2023 FFB : 943,924 MT

FY23 yield per prime mature / hectare = 18.64 MT / hectare


( 943,924 / 69,589 = 13.56 , old tree ? 🌴)



👉TSH :

Planted Area : 39,000 hectares

FY2023 FFB : 905,437 MT

FY23 yield per prime mature / hectare = 24.1 MT / hectare

( 905437/ 39000 = 23.33 )


Note :

👉TSH : change in Principle Officer :

> Resignation of Principal Officer : 

A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024



👉Kimloong :

Planted Area : 16,263 hectares

FY2024 FFB : 329,587 MT

FY2024 yield per prime mature / hectare = 21.69 MT / hectare


( 329587 / 16263= 20.27 )

Posted by Mikecyc > 2 weeks ago | Report Abuse

Jtiasa FFB Production Output :

> 2002 started replanting:

July-Sept: FFB MT

2019: 425,801

2020: 326,209 ( - 23.4 % vs 2019 )

2021: 195,447 ( - 54 % vs 2019 )

2022: 263,948 ( - 38 % vs 2019 )

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)


> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )



> Compared 2024 July- September to 2023 is reduced by - 4.54 %


👉 Question 1 ) Peak Production Season is May to November, why FFB production output is reduced n fluctuated so High ??

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Genine started disposed 8.6 % share from August 2023 to July 2024 … ie : RM 0.84 to RM 1.53 to RM 1.10.

Will it be drop below RM 1.00 after unloading???

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha oh Jtiasa Palm oil plantation is certified with MSPO n CPOmill with MSPO SCCS ….NOT RSPO n RSPO SCCS

Posted by Mikecyc > 2 weeks ago | Report Abuse

Is Sime Darby RSPO certified?

SDP is 100% RSPO Certified through compliance to the P&C and certification maintained at all times.

https://www.rspo.org › uploads › A...

Sime Darby Plantation Sdn Bhd

Posted by Mikecyc > 2 weeks ago | Report Abuse

Posted by Mikecyc > 8 minutes ago | Report Abuse

Haha Conartist Callvin n Konartist sslleee why ah Tsh so many Principle Officers resigned ? Still twisting n diverting ke :

TSH : change in Principle Officer :


2) Resignation of Principal Officer : 



A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


Posted by Sslee > 2 weeks ago | Report Abuse

Repost:
Aiyoyo Mike-tikus, can it be BOD resigned because no LTIP free share grant like jaks?

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha konartist sslleee panlai twisting n diverting to Kon ppl ke !🤔

Posted by Sslee > 2 weeks ago | Report Abuse

Repost:
Aiyoyo Mike-tikus,
Winning and losing is a part and parcel of investment.
But to be so thick skin to go every forum to promote jaks non stop 24/7/365 with half past six facts and figures for one and a half year to no avail is something very shameful and stupiiiiid

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha as usual Konartist sslleee no facts n figures on Jtiasa .. learned all the Kon tricks from his idol Conartist Callvin!🤣🤔

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha I had posted in Jaks forum :

1.) let’s wait for QR ended March to be released as Vietnam regulators had taken action on 2 famous business men on corruption ( 1 lady n 1 man ) both not in Power industry.

Note : Toyo Vietnam power plant contract is terminated on 5/7/2024 due to financial!

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha I am posted also let’s see LSS5 2000 MW , EPCC RM 7.2 billion tender award is scheduled to be announced on November 2024 …

Jaks LSS4 50 MW in Penang is COD on August 2023 … won the CGPP 30 MW on August 2023 … if can succeed in LSS5 tender 200 to 500 MW , then Jaks Shl only started showing the MOAT of efficient scale diversified into RE Solar industry!

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha where as Konartist sslleee directing n play Wayang in :

1.) Netx : with Calvin n Stockraider

2.) Insas WC : Stockraider

3.) Hengyuan n Petronm : Kon gang n aka id in Tunepro since 2020 !

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Jtiasa having so many hidden risks which Konartist sslleee twisting n diverting le !

Posted by cheated > 2 weeks ago | Report Abuse

Genuine Chain(J Tiasa no 2) is it no more shares to sell? No risk buying now or higher?

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha 14.68 % is disposed until balance 6 % !

—-

Posted by cheated > 18 minutes ago | Report Abuse

Genuine Chain(J Tiasa no 2) is it no more shares to sell? No risk buying now or higher?

Posted by kl_guy > 2 weeks ago | Report Abuse

FCPO rm4621

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha just the unloading price range !

Posted by calvintaneng > 2 weeks ago | Report Abuse

Attention all

Dirty Ib banks doing Rss short sell jtiasa due to one call warrant expiring today

So yesterday and today they pressed down Jtiasa

Best opportunity to buy Jtiasa mother shares

Just buy from their selling

Happiness is to get 🌴🌴🌴 bargains

With Cpo over Rm4600 all the Chairmans, Ceo, Cfo, Coo, Accountants, Secretaries of palmoil companies are happily rejoicing

So we join in the celebration time

🎊 🍰 🎈

Posted by calvintaneng > 2 weeks ago | Report Abuse

Genine selling also now good opportunity to buy cheap

When Howard Marks started his Oak Tree funds some other funds were unloading

He picked up bargains

Later he became so successful
Turned into a Billionaire

Posted by calvintaneng > 2 weeks ago | Report Abuse

All these will outperform when Cpo is high

Tsh Resources
Jtiasa
Rsawit
Thplant
Hs plant
Taann
Fgv
Ioi corp
Sime plant
Sop

So just buy
Best spread out buying

Posted by value_seeker > 2 weeks ago | Report Abuse

Cepat Sarawak Plantation- pure plantation

Posted by TheContrarian > 2 weeks ago | Report Abuse

Plantation stocks prices will be supported by rising price of CPO. Personally I feel it's a good time to sell down some and swap for other stocks which have fallen severely. In the end it's the combined aggregate portfolio gains that one makes that matters. Proper diversification maximizes overall portfolio gains.

Posted by calvintaneng > 2 weeks ago | Report Abuse

Don't sell too early

Wait for Nov 2024 results first

See if Jtiasa can spring another dividend surprise

Tsh also might give a surprise as its balance sheet very sound

For Rsawit it might show an earnings spike up

Posted by warent > 2 weeks ago | Report Abuse

when CPO down, plantation stocks down faster, now CPO is up, plantation stocks do not follow, never mind, they don't follow, we follow, just buy small plantation counters, price may double in short time.

Posted by kl_guy > 2 weeks ago | Report Abuse

will we see plantation bull run if FCPO hit rm5000?