Posted by ScotFree > 2 weeks ago | Report Abuse

Everyone, including analysts ,caught off guard on how fast furious FCPO surge..

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha big cannon Konartist Callvin in TSH said price dropped is due to RSS but proven is Big Cannon:

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!


—

28/10/2024 : 2,327,500 unit

Short Selling: ( Volume )

RSS 0

Total RSS + IDSS : 0

Total Net Short position : 4,416,100

Posted by eugenewong794 > 2 weeks ago | Report Abuse

AR out, cold eyes added 2 mil shares, also noticed new insti bought

Posted by Up_down > 2 weeks ago | Report Abuse

Local fund has joined the recovery game. Manulife Investment invested 32 million shares in Jtiasa in last 12 months.

Posted by kl_guy > 2 weeks ago | Report Abuse

FCPO just hit RM4696 . I not going to sell my jtiasa until bull run.

Posted by Berlin > 2 weeks ago | Report Abuse

JTiasa currently meets all the criteria of a desirable investment stock with good ROE, high cash flow, low P/E, low P/NTA and high dividend yield. Until one or more criteria fail, hold on to the stock. High CPO prices provide a bulwark against such failure. Recent market action is an indication of serious money coming in, believing in the recovery story and taking out stale bulls and weaker holders.

Posted by Sslee > 2 weeks ago | Report Abuse

Market Information
Market Data Overview
Market Data Overview
As at 30 Oct 2024 05:00 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
No Name Month Last Done Change Vol (`00) OI
1 FCPO Jan 2025 4,695.0000 +58.0000 45,211 129,199
2 FKLI Nov 2024 1,603.5000 - 8,927 43,936
3 FCPO Feb 2025 4,639.0000 +66.0000 8,268 33,252
4 FCPO Dec 2024 4,740.0000 +58.0000 7,778 46,694
5 FCPO Mar 2025 4,564.0000 +71.0000 5,600 27,663
6 FCPO Apr 2025 4,479.0000 +69.0000 3,590 19,182
7 FCPO Nov 2024 4,800.0000 +63.0000 1,468 7,404

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Cold eyes is with eagle eyes not like Konartist sslleee Tikuss eyes :

As Cold eyes said he will not buy those stock with Slow Returns….


2nd Major Genine : 14.68 % keep disposed share until balance 6 % .

👉Haha Genine started disposed 8.68 % 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, coincidentally July to September 2024 FFB production output is starting reduced!😱

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

-

Cold eyes : Fong Siling

FY2021 ended June : 0.0 %

FY2022 : Top 17 > 5,000,000 0.52 %

FY 2023 : Top 14 > 10,000,000 1.03 %

FY 2024 : Top 11,> 12,000,000 1.24 %


> DY :

2020 : 0 %
2021 : 0 % ( ssleee masih termakan Telur ke 🤣🤔)
2022 : 4.84 %
2023 : 4.51 %
2024 : 5.41 %



> 5 years ROE :

2020 : - 6.66
2021 : 2.75
2022 : 10.70
2023 : 11.10
2024 : 9.22

Posted by chopstick > 2 weeks ago | Report Abuse

life's so lonely you all members ah,, holiday also post

Posted by Mikecyc > 2 weeks ago | Report Abuse

> 3 stocks FA n 5 years DY :

1.) Kimloong:

Current Ratio 3.44
Debt-Equity (DE) Ratio 0.32
FCF Yield 8.19 %
p
Revenue QoQ 4.52 %
Revenue YoY 5.27%
Profit QoQ -20.22 %
Profit YoY -8.88 %
Profit Margin (Sector Median: 9.8) 10.06 %
ROE (ROIC: 16.4) 17.08 %
Dividend Per Share (DPS) 13.0 sen
Dividend Yield (DY) 5.46 %

DY :

2020 : 3.05 %
2021 : 6.94 %
2022 : 7.14 %
2023 : 8.52 %
2024 : 5.99 %


2.) Jtiasa :


Current Ratio 2.73
Debt-Equity (DE) Ratio 0.34
FCF Yield 20.38 %
Revenue QoQ 7.29 %
Revenue YoY 12.96%
Profit QoQ 58.46 %
Profit YoY -73.9 %
Profit Margin (Sector Median: 4.8) 13.84 %
ROE (ROIC: 11.17) 12.59 %
Dividend Per Share (DPS) 6.0 sen
Dividend Yield (DY) 4.84 %

DY :

2020 : 0 %
2021 : 0 % ( ssleee masih termakan Telur ke 🤣🤔)
2022 : 4.84 %
2023 : 4.51 %
2024 : 5.41 %


—-

3.) INNO :

Current Ratio 1.22
Debt-Equity (DE) Ratio 0.32
FCF Yield 1.22 %
Revenue QoQ 9.72 %
Revenue YoY 17.65%
Profit QoQ 48.07 %
Profit YoY 62.37 %
Profit Margin (Sector Median: 9.8) 26.27 %
ROE (ROIC: 18.39) 18.39 %
Dividend Per Share (DPS) 11.0 sen
Dividend Yield (DY) 6.51 %

DY :

2019 : 1.33 %
2020 : 6.07 %
2021 : 10.84 %
2022 : 11.94 %
2023 : 6.76 %

Posted by chopstick > 2 weeks ago | Report Abuse

life's so lonely you all members ah,, holiday also post

Posted by speakup > 2 weeks ago | Report Abuse

lonely? nah dengar ni: https://www.youtube.com/watch?v=7gtwoq4LnUw
bestnya!

Posted by Sslee > 2 weeks ago | Report Abuse

May Deepavali illuminate our hearts with celebration, empathy, and a strengthened sense of unity.
Wish all a happy and prosperous festival

Posted by value_invest > 2 weeks ago | Report Abuse

More passive funds are coming to invest in jtiasa as shown in the latest AR as expected. It is good sign. It is still in early day before more passive funds join the stocks after the dividend and coming QR. Just give a fair market PE of 15.. this stock will be star of year..

Posted by calvintaneng > 2 weeks ago | Report Abuse

NOVEMBER FCPO FUTURE NOW RM4,800! Why Calvin Tan say prices are sustainable above Rm4,000 Plus Buy Palm Oil Upstream Players, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-10-31-story-h472881475-NOVEMBER_FCPO_FUTURE_NOW_RM4_800_Why_Calvin_Tan_say_prices_are_sustainab

0 seconds ago

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha further to earlier below post … Jtiasa is only certified with MPSO , not like Sime Darby Plantation is certified with RSPO .

By end 2025 shl facing restrictions export to EU .

👉In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022

——

Haha why Indonesia is rushing from B35 to B40 to B50 .. one of the reasons is on EUDR :


Postponement of EUDR's entry into application


The Commission is proposing an amendment to the EUDR that would postpone (a) its date of entry into application from 30 December 2024 to 30 December 2025 (and till 30 June 2026 for small and micro-enterprises) and (b) benchmarking deadline to 30 June 2025.


During Indonesia CPO export Banned .. inflation rate is getting High n Cooking Oil price is hike , and need money for Biodiesel subsidise … thus export banned is cancelled.




——

Postponement of EUDR's entry into application

The Commission is proposing an amendment to the EUDR that would postpone (a) its date of entry into application from 30 December 2024 to 30 December 2025 (and till 30 June 2026 for small and micro-enterprises) and (b) benchmarking deadline to 30 June 2025.

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha even TSH is planned to be 100 % RSPO certified by 2022 !

But the frequently resignation of CFO … and ED on 2022 , Group MD on 1/9/2024 is not a good sign !😱

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha is RSPO certified limited Rsawit n SuburTiasa CPO export , causing Plantation in Losses ??

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha what is the impact if Indonesia is restricted for CPO export to EU by 2025 ???

Posted by Mikecyc > 2 weeks ago | Report Abuse

Indonesia is the world's largest exporter of palm oil. In 2023, its total palm oil exports amounted to 27.5 million metric tons, indicating a slight increase from the previous year.6 Mar 2024

-/

Since 2013, India, China, and the European Union (EU)have been Indonesia's largest palm oil export markets, together purchasing 47% of 2013–2022 exports.8 Oct 2024

—

In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022

Posted by Mikecyc > 2 weeks ago | Report Abuse

Indonesia, the world's largest palm oil producer, likely consumed 11.9 million mt, or 26.6% of its total production, of the vegetable oil as a biodiesel feedstock in the marketing year 2022-23 (October-September), according to a US Foreign Agricultural Service report released August 2023.2 Feb 2024

For MY 2023-24, the agency expects Indonesia's industrial use of its palm oil supply to rise to 12.7 million mt, or 27.6% of its production for the year.

Posted by Income > 2 weeks ago | Report Abuse

Plant sawit for diesel?
Cyc you beranak Pinak di sini yer?

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Jtiasa FFB production output as per posted earlier fluctuating so High is not a good sign also !

Posted by mf > 2 weeks ago | Report Abuse

Switzerland could now be dealing with a deflation problem
Switzerland could now be dealing with a deflation problem
European markets fall as euro zone inflation comes in higher than expected; Societe Generale jumps 9%
European markets fall as euro zone inflation comes in higher than expected;

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Recap on why Indonesia is urgent to implement Biodiesel from B35 to B40 to B50 by 2025-2026 :

1.) EUDR :

Postponement of EUDR's entry into application


The Commission is proposing an amendment to the EUDR that would postpone (a) its date of entry into application from 30 December 2024 to 30 December 2025 (and till 30 June 2026 for small and micro-enterprises) and (b) benchmarking deadline to 30 June 2025.

2.) Indonesia is the world's largest exporter of palm oil. In 2023, its total palm oil exports amounted to 27.5 million metric tons, indicating a slight increase from the previous year.

3.) In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022.


4.) Indonesia, the world's largest palm oil producer, likely consumed 11.9 million mt, or 26.6% of its total production, of the vegetable oil as a biodiesel feedstock in the marketing year 2022-23 (October-September), according to a US Foreign Agricultural Service report released August 2023.

For MY 2023-24, the agency expects Indonesia's industrial use of its palm oil supply to rise to 12.7 million mt, or 27.6% of its production for the year.


👉Question :

1.) If Indonesia is restricted to export CPO to EU , what is the impact to the CPO exporters ?

2.) Why TSH FY21 Top 3 n Top 4 substantial shareholders Top 3 Tunas with 4.92 % n Top 4 Embun Yakin with 4.88 % disposed the shares during 2022 price Uptrend ?

3.) Why TSH following Principle Officers Resigned:

>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


4.) Why Jtiasa 2nd Major shareholder Genine : 14.68 % keep disposed share until balance 6 % .

👉 Genine started disposed 8.68 % share from August 2023 to July 2024 … ie : RM 0.84 to RM 1.53 to RM 1.10.


5.) Jtiasa FFB production output is reduced significantly compared to 2019 :

> 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 )

2023 : 359,740 ( - 15.5 % vs 2019)

2024 : 343,397 ( - 19.4 % vs 2019 )


> > Possible causes:

a.) Replanting schedule based on replanting cost ! Ard RM 30,000 per hectare.

b.) 76 % Planted Area is rented Land … being identified by Sarawak gov is suitable for Hybrid Rice cultivation !

Posted by Save > 2 weeks ago | Report Abuse

When largest world palm oil producer Indonesia ban palm oil export in 2022, palm oil price hit 7000, when 3rd largest producer Thailand ban palm oil export for 2 months, palm oil price may hit 5000. Let see! Coincidentally this quarter is
high production period within one year, just imagine what will happen to profit in QR to be released in February!
https://www.thestar.com.my/aseanplus/aseanplus-news/2024/10/31/thailand-bans-export-of-raw-palm-oil-as-production-takes-a-hit

Posted by Sslee > 2 weeks ago | Report Abuse

FFB production (MT)

31,864 61,747 99,858 180,684 359,100 604,836 666,899 766,467 740,013 931,745 1,009,445 1,069,340 1,095,575 1,111,298 861,766 737,723 943,924 1,155,478
FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24
Lower FFB output in FY 21 & FY22 due to disruption in operation brought about by covid-19 pandemic
FY25 budget: 1,211,852

Plantation (Ha) under rented land
Lepah Plantation:5,149
Daro Plantation: 11,681
Sawai Plantation: 6,050
Lassa Plantation: 21,300
Kabang Plantation:2,700
46,880

Area Statement as at Jun 2024
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

Out of total plantation land 83,483 Ha 46,880 Ha is rented land.
FY24 1,020 (Ha) in Simalau plantation was cleared for replanting

The coming AGM I will ask:
1. BOD who is/are the land owner of rented plantation land and the rental payment for:
Lepah Plantation: 5,149
Daro Plantation: 11,681
Sawai Plantation: 6,050
Lassa Plantation: 21,300
Kabang Plantation: 2,700

2. BOD 1,020 (Ha) in Simalau plantation was cleared for replanting may I know what will be the replanting cost in year 1, 2 and 3 per Ha?

3.BOD what will be budgeted replanting (Ha) for FY 25, 26, 27, 28 and FY29?

4. BOD fertiliser is one of the main cost for plantation, what were the amt of fertiliser and total cost used in FY 22, 23, 24 and buget for FY25, 26 and 27?

Will Mike-tikus dare to buy 100 units of Jayatiasa and post his questions to BOD in the coming AGM rather then posted his misinformation or selected/faked figures and facts on Jayatiasa in i3forum?

Posted by Philip ( buy what you understand) > 2 weeks ago | Report Abuse

Mikecyc, in latest annual report fong siling aka cold eye has 12 million shares in jtiasa which he added from 10 million shares previously. Can you provide some facts and figures as to why he added 2 million shares in jtiasa? And how many million shares of Jaks are you currently holding?

Posted by Mikecyc > 2 weeks ago | Report Abuse

Posted by Mikecyc > 23 hours ago | Report Abuse

Haha Cold eyes is with eagle eyes not like Konartist sslleee Tikuss eyes :

As Cold eyes said he will not buy those stock with Slow Returns….


2nd Major Genine : 14.68 % keep disposed share until balance 6 % .

👉Haha Genine started disposed 8.68 % 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, coincidentally July to September 2024 FFB production output is starting reduced!😱

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

-

Cold eyes : Fong Siling

FY2021 ended June : 0.0 %

FY2022 : Top 17 > 5,000,000 0.52 %

FY 2023 : Top 14 > 10,000,000 1.03 %

FY 2024 : Top 11,> 12,000,000 1.24 %


> DY :

2020 : 0 %
2021 : 0 % ( ssleee masih termakan Telur ke 🤣🤔)
2022 : 4.84 %
2023 : 4.51 %
2024 : 5.41 %



> 5 years ROE :

2020 : - 6.66
2021 : 2.75
2022 : 10.70
2023 : 11.10
2024 : 9.22

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha as Hoho is proven in his current blog he is a Buy what u not understand story teller in Harta .. why is story teller as ppl posted his Serba promotion thread with Snake n Dragon story !

Konartist sslleee had defended him on his screenshot of Serba subsidiaries!

In his blog … he twisting on the Top 4 screenshots list with individual stock list !

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha see Cold eye not All In in one times ! He really had eagle eyes as FY2023 ended June before price Uptrend!

Cold eyes : Fong Siling

FY2021 ended June : 0.0 %

FY2022 : Top 17 > 5,000,000 0.52 %

FY 2023 : Top 14 > 10,000,000 1.03 %

FY 2024 : Top 11,> 12,000,000 1.24 %


> DY :

2020 : 0 %
2021 : 0 % ( ssleee masih termakan Telur ke 🤣🤔)
2022 : 4.84 %
2023 : 4.51 %
2024 : 5.41 %

Posted by Sslee > 2 weeks ago | Report Abuse

Aiyoyo Mike-tikus below are the date and amount I received dividend from jayatiasa.
18/10/2022 Jayatiasa 1,680.00
30/3/2023 Jayatiasa 4,500.00
29/09/2023 Jayatiasa 8,245.00
2/4/2024 Jayatiasa 22,500.00
30/9/2024 Jayatiasa 81,200.00

Posted by Sslee > 2 weeks ago | Report Abuse

Mike-tikus,
Philip ask you how many million shares of Jaks are you currently holding?
Too shy to answer?

Posted by Mikecyc > 2 weeks ago | Report Abuse

Jtiasa FFB production output is reduced significantly compared to 2019 :

> 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 )

2023 : 359,740 ( - 15.5 % vs 2019)

2024 : 343,397 ( - 19.4 % vs 2019 )


> > Possible causes:

a.) Replanting schedule based on replanting cost ! Ard RM 30,000 per hectare.

b.) 76 % Planted Area is rented Land … being identified by Sarawak gov is suitable for Hybrid Rice cultivation !

Posted by Mikecyc > 2 weeks ago | Report Abuse

ukas sarawak gov
https://ukas.sarawak.gov.my › pul...
Pulau Bruit Suitable to Become One of Sarawak's Hybrid Rice Cultivation Area – UKAS


20 Feb 2024 — DARO: Pulau Bruit possesses land suitable for cultivating hybrid rice due to its fertile soil conducive for agricultural activities.


Key point :

👉Jtiasa :

All our palm trees have matured. Out of the Group's total planted area of 69,589 hectares, about 3% of the palms are more than 18 years of age. The average age of palms is 14 years, which is within the prime production bracket.

Pulau Bruit Palm oil plantation area = 52880 + 10043 = 62,923 hectares

>>> 62923 / 69589 = 90.4 %

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha what Shl be the impact on current minimum wage RM 1,700 ,is the floor wage rather than target salary for new hires.

As insider said CPO production cost is below RM 3,000 , more than what I posted RM 2,800 per ton !

Posted by Berlin > 1 week ago | Report Abuse

2024 may be the breakout year for JTiasa with all 5 criteria of a desirable investment being met. A perfect storm in the making. Results for the last 2 quarters were a tad disappointing but the next 2 quarters should make up for it. Target is to break into top 30 shareholders. Will need to re-allocate portfolio to meet target.

Posted by s3phiroth > 1 week ago | Report Abuse

go ask around and see how much foreign workers get paid per day in palm oil industry even before the minimum wage hike.

Posted by Income > 1 week ago | Report Abuse

Posted by Sslee > Nov 1, 2024 8:42 AM | Report Abuse

Aiyoyo Mike-tikus below are the date and amount I received dividend from jayatiasa.
18/10/2022 Jayatiasa 1,680.00
30/3/2023 Jayatiasa 4,500.00
29/09/2023 Jayatiasa 8,245.00
2/4/2024 Jayatiasa 22,500.00
30/9/2024 Jayatiasa 81,200.00

？


Sslee sir, next year how are you going to avoid 2% dividend tax?
Care to enlighten us?

Posted by Income > 1 week ago | Report Abuse

Cold eyed → even happily to record all his dividends from lots of his stocks for Lhdn e-filing。 Ban yak kerja woh!

Posted by Sslee > 1 week ago | Report Abuse

I'm a tax resident of Indonesia.
If need to pay 2% dividend tax to LHDN then will just pay the tax.

Posted by Income > 1 week ago | Report Abuse

Posted by Sslee > Nov 1, 2024 10:09 AM | Report Abuse

I'm a tax resident of Indonesia.
If need to pay 2% dividend tax to LHDN then will just pay the tax.

？

Sslee sir, for you 2010 dividends tax is chicken feed only.

Posted by Mikecyc > 1 week ago | Report Abuse

Haha what a pity lee .. working alone in Indonesia at 64+++ .. always said Chinese culture… but cny did not fly back to home town … even mum just out from icu !

Posted by Mikecyc > 1 week ago | Report Abuse

Haha a boss will offer higher wages than the minimum wages to all the workers? Maybe the Leader n Supervisor !

Like TDM improved on the accommodation with new hostel !

Insider said Production cost is Below RM 3000 / ton …. during key matters discussed before the minimum wages RM 1700 !

Posted by Save > 1 week ago | Report Abuse

https://www.bangkokpost.com/business/general/2893076/palm-oil-exports-halted-as-prices-rise
Thailand indirectly goreng FCPO price.......

Posted by Income > 1 week ago | Report Abuse

Squatting here

Posted by Sslee > 1 week ago | Report Abuse

Aiyoyo Mike-tikus no more facts anf figures but slanderous.
Still no balls to answer Philip question:
How many million shares of Jaks are you currently holding?

Jayatiasa plantation EBITDA for FYE 30/6/2024 is RM 414 million.
FFB production: 1,155,478 MT
Or CPO 228,631MT + PK 52,399MT

Plantation Revenue per MT FFB = 957,886,000/1,155,478 = RM 829.00
EBITDA per MT FFB= 414,132,000/1,155,478= RM 358.41
Direct cost = 829-358 = RM 470.59 per MT FFB

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 Sslee > 1 week ago | Report Abuse

Market Information
Market Data Overview
Market Data Overview
As at 01 Nov 2024 12:30 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
NO NAME MONTH LAST DONE CHANGE VOL (`00) OI
1 FCPO Jan 2025 4,830.0000 +134.0000 20,522 102,733
2 FCPO Feb 2025 4,770.0000 +136.0000 4,552 30,079
3 FCPO Dec 2024 4,866.0000 +128.0000 4,359 42,323
4 FCPO Mar 2025 4,687.0000 +127.0000 3,725 25,079
5 FKLI Nov 2024 1,606.0000 +2.5000 3,682 38,288
6 FCPO Apr 2025 4,601.0000 +125.0000 2,877 18,320
7 FCPO Nov 2024 4,925.0000 +125.0000 434 5,436

Posted by Mikecyc > 1 week ago | Report Abuse

Haha konartist sslleee shouting happily see Waves 2 coming in Yinson forum … thinking is going up trend ke … but waves 2 is Down trend lo !🤣🤣🤣🤔

Posted by Mikecyc > 1 week ago | Report Abuse

Jtiasa hidden risk :


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 .😱

2.) Pulau Bruit land is identified suitable for Hybrid Rice cultivation on 2024 … announced by UKAS , in line with Sarawak government vision to support Sarawak rice demand by own cultivation ( currently 34 % ) . Even to rivalling Kedah which supply 40 % Rice demand in Malaysia , of course need financial supports from Federal government on this .


> An illustration: as the company said 3% planted area 69589 is > 18 years , averagely 14 years , ie : 2087 hectares going to be Sawah Padi out of the
Rented land 52,880 hectares ( 76 % of planted area) .

Note : Rented Land , Approximate age of building: 15 years


3.) Replanting cost for the rented land 52,880 x 30,000 , need Rm 1.6 Billion.

QR ended June 2024 : Reserve n Retained earnings is RM 0.5 Billion.

4.) 2nd Major ( 14 % ) keep disposed shares from August 2023 to July 2024 until left 6 % .