Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha as posted earlier, I learned from ethical Sifu 3iii posts during debated against Calvin in Netx for 15 months .. recently in TSH learned the Stock Moat ..

As my investing divided in 2 categories:

1.) Calculated Risk Stock

2.) Growth n Dividend stocks: for long term investors , pls refer to ethical Sifu 3iii .

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha konartist sslleee keep repeating n I am Repost :

Haha Jaks currently a Calculated Risk Stock is turn around to be a potential Growth stock , why ? :

A) Jaks CEO ( the only substantial shareholder from 9.9 % ( 2017 ) to 14 % ( 2023 ) , after Uncle K intention to take over with 30 % on 2017/2018 , is failed ) had successfully steered the company diversified into Power industry: Vietnam Joint Venture Power Plant 1200 MW with CPECC , EPCC value RM 8.7 Billion… construction is started on October 2016 , fully Commercial Operating Date on January 2021 with 25 years concession:

As an 30 % associate joint venture company contributing share of profit n Dividend to Jaks since 2021 :

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.


B ) LSS4 50MW Solar Project in Penang is COD on August 2023 with 25 years TNB PPA ( increased from 21 years ).


1.) QR ended September 2023 :

Revenue : 3.3 Million , Loss ( RM 1.4 Million)


2.) QR ended December 2023 :

Revenue: 4.3 Million , Loss ( 0.4 Million )


3.) QR ended March 2024 :

👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18%


4.) QR ended June 2024 :

Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %


👉( Note : Loss is due to Depreciation.)



C.) CGPP 30MW Solar project is awarded on August 2023 to Jaks consortium with 2 partners ( Jaks holding 51 % ) …COD is scheduled by 4Q 2025 .
Jaks Shl be benefited on the EPC contract also .

CGPP winners can sell RE electricity directly to end user / customer, but thru TNB power grid as TPA ( Third Party Access ) . CRESS details is expected to be announced in September 2024 , but the Mulling charges is announced oredi on 22/8/2024 .

800 MW CGPP winners even can sell RE electricity cross border.



D.) LSS5 2000MW Solar Project, EPCC value is estimated RM 7.2 Billion, tender RFP dateline is brought forward to 25/7/2024 from December 2024 ):

Jaks partner again with CPECC ( Vietnam 1200 MW Power Plant partner 70 % ) >>> Jaks 51% : CPECC 49% , tendered 200MW ….. Land : 1730 acres in Terengganu is leased from TDM .


E.) CAGR : 3Y + 29.9 % TTM + 28.4 %

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha oh CRESS is effective started from September 2024 !


—-

CRESS details is expected to be announced in September 2024 , but the Mulling charges is announced oredi on 22/8/2024 .

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha konartist sslleee still twisting le :

Kimloong :

ROE (ROIC: 16.4) 17.08 %


Inno :

ROE (ROIC: 18.39) 18.39 %

Jtiasa :

ROE (ROIC: 11.17) 12.59 %


—-

Posted by Sslee > 42 minutes ago | Report Abuse

Aiyoyo Mike-tikus what is the ROE of jaks?
Mikecyc Haha I am more interested on ROE for investing lo !

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha Own Claimed FA Guru in Yinson forum , but Tikus away from Yinson…Sslee still twisting n diverting ke on :

What is FA Guru selection criteria on Growth n Dividend stocks??🤣

Understand from yr post : Jtiasa with minimum Dividend Policy 20 % ?

As posted earlier:

Jtiasa : DY

2020 : No Dividend ( why no dividend? )
2021 : No Dividend ( even with Profit with minimum Dividend Policy 20 % )?

2022 : DY 4.83
2023 : DY 4.51
2024 : DY 5.41

ROE (ROIC: 11.17) 12.59 %

>
Compared to Scicom :

2020 : DY 5.46
2021 : DY 5.31
2022 : DY 7.00
2023 : DY 7.02
2024 : DY 7.07

ROE (ROIC: 24.05) 24.05 %

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha konartist sslleee said Yinson is a Growth stock ???

> Yinson :

Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -9.69 %

5 years ROE :

2020 : 12.76
2021 : 17.69
2022 : 17.19
2023 : 14.15
2024 : 17.73



> Scicom

Current Ratio 4.37
Debt-Equity (DE) Ratio 0.37
FCF Yield 8.92 %


5 years ROE :

2020 : 21.39
2021 : 23.43
2022 : 27.65
2023 : 27.57
2024 : 20.76

—-

Hoho Yinson Loans n Borrowings keep increasing !

Posted by Sslee > 3 weeks ago | Report Abuse

Aiyoyo Mike-tikus
Not dare to answer Philip's question?
How many million shares of Jaks are you currently holding?

Then may I ask how many units of Scicom shares are you currently holding?

I show-off a bit my dividend for this year already more than 200k.
How about you Mike-tikus?

Posted by Sslee > 3 weeks ago | Report Abuse

By the way Mike-tikus cannot differentiate ROE and growth.
One is efficient use of equity the other is growing the revenue and thus income.

Posted by kl_guy > 3 weeks ago | Report Abuse

FCPO hit rm4868. plant oil stock going make big profit coming quarters

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha when I asked Konartist sslleee what is his selection criteria for Growth n Dividend stock … he just twisting , then said Jtiasa is Dividend stock .. Yinson is Growth stock ..

I am posted my selection criteria is ROE => 16 and CAGR 3Y n TTM …


—-

Posted by Sslee > 46 minutes ago | Report Abuse

By the way Mike-tikus cannot differentiate ROE and growth.
One is efficient use of equity the other is growing the revenue and thus income.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha yes , QR ended September is expected Higher Profit .. opportunity for unloading… QR ended December n March 2025 shl be affected by Production output !


—-

Posted by kl_guy > 8 minutes ago | Report Abuse

FCPO hit rm4868. plant oil stock going make big profit coming quarters

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha konartist sslleee oredi being caught many times telling lies on his posted list :

1.) Bplant purchased list until to 500,000 shares

2.) his 1st win n Only win since investing from 2016 to 2023 on Insas WC RM 250,000 is a Lie !

3.) he thanks me on highlighted MMC in Insas that he won RM 180,000 .. is a Lie also !

I had cut win on Zelan ( calculated risk stock ) with mother MMC on 2021 privatisation news !

Posted by Sslee > 3 weeks ago | Report Abuse

Aiyoyo Mike-tikus,
Now is already November 2024, FCPO hit rm4868 this will come into quarter ended 31/12/2024.

So if QR ended September is expected Higher Profit ..then what will happen to QR ended December 2024?

Will monitor FFB production for month Oct, Nov and Dec 2024.
Note: Year 2023 FFB production
Oct 132,551
Nov 114,287
Dec 98,939
Total 345,778

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha oredi shown Jtiasa 5 years DY posted earlier…

Yinson as a Growth stock ? Konartist understand what is ROIC ?

> ROE (ROIC: 4.16) 10.24 %


Scicom:

ROE (ROIC: 24.05) 24.05 %

Posted by Sslee > 3 weeks ago | Report Abuse

Aiyoyo Mike-tikus, I also thank you for talking down jayatiasa price so that I can collect more.

But how come you never thank me for presenting the figures and facts about jaks so that you can collect more jaks at cheaper price?

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha Genine ( Jtiasa 2nd Major , 14.68 % to 6 % ) 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??? Or another unloading after QR ended September is released ??

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha since Konartist sslleee approached me 1st in Netx on 2020 … this is the 1st time he repeatedly shouting TP with over 52W H RM 1.53 ..

And he and his Kon gang had tried many ways to prevent me from posting in Jtiasa forum… seems he is Trapped High … same as Conartist Callvin is Trapped High in TSH !

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha on TSH :


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 to above RM 1.80 ?

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


Posted by Sslee > 3 weeks ago | Report Abuse

After selling down to below 5% then no need to report loo.
So another 1% to sell?

Market Cap: 1,217 Million
NOSH: 974 Million
Avg Volume (4 weeks): 4,723,200
4 Weeks Range: 1.11 - 1.28
4 Weeks Price Volatility (%): 82.35%
52 Weeks Range: 0.895 - 1.53
52 Weeks Price Volatility (%): 55.91%

So Mike-tikus next few months will jayatiasa test the 52 weeks low of RM 0.895 or break the 52 weeks high of RM 1.53?

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha as posted earlier:

Jtiasa : FFB production output

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

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

Oct 2023 : 132,551
Nov 2023 : 114,287
Dec 2023 : 98,939

Total 🟰 345,777 ( compared to July-August-Sept is Less 3.9 % )


Jan 2024 : 87,820
Feb 2024 : 67,331
Mar 2024 : 61,673

Total 🟰 216,824 ( compared to Oct-Nov-Dec 2023 is Less 37.3 % )

👉 ( compared to July-August-Sept 2023 is Less 39.7 % )

👉👉Question: is coming QR ended September after is released is an unloading Opportunity ???

Posted by Sslee > 3 weeks ago | Report Abuse

Aiyoyo Mike-tikus you can check my dividend from jayatiasa to know am I trapped high?

Or had you copy my posted on my jayatiasa buying position which I alreadt delete?

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha as posted earlier:

Jtiasa CPO production output ( MT) :


August 2024 : 25,238
July 2024 : 20,558
June 2024 : 17,018
May 2024 : 16,419

August 2023 : 23,324
July 2023 : 22,712
June 2023 : 16,580
May 2023 : 15,489

July 2022 : 12,488
June 2022 : 11,723
May 2022 : 11,500

> July 2024 Production Output: FFB is dropped 7.9 % , CPO is dropped 9.5 % .

> August 2024 Production Output: FFP is increased 2.74 % , CPO is increased 8.2 %

Posted by Sslee > 3 weeks ago | Report Abuse

Aiyoyo Mike-tikus did not know 1st half of the year is low production season and second half is the peak production season?

So what will be quarter ended 31/12/2024 profit look like?
FCPO hit rm4868.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Repost :

Haha as for CPO price :

QR ended September compared to QR ended June is expected to be Higher profit due to Production Output!

2024 : Monthly Average Price ( RM / Ton ) :

January: 3783.5
February: 3949.5
March: 4215.5

April. : 4257.0
May : 3902.5
June : 3957.5

July. : 4034.0
August : 3910.5
September: 4023.5

October : 4387.5

Posted by Sslee > 3 weeks ago | Report Abuse

By the way jayatiasa management already gave budget FYE2025 FFB production 1,211,852 MT.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha still twisting , as usual recycled my facts n figures.. As posted Peak season for production output is from May to November!

Just a Konartist Kon tricks …

—-

Posted by Sslee > 5 minutes ago | Report Abuse

Aiyoyo Mike-tikus did not know 1st half of the year is low production season and second half is the peak production season?

So what will be quarter ended 31/12/2024 profit look like?
FCPO hit rm4868.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha as posted earlier :

Jtiasa : FFB production output

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

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

Oct 2023 : 132,551
Nov 2023 : 114,287
Dec 2023 : 98,939

Total 🟰 345,777 ( compared to July-August-Sept is Less 3.9 % )


Jan 2024 : 87,820
Feb 2024 : 67,331
Mar 2024 : 61,673

Total 🟰 216,824 ( compared to Oct-Nov-Dec 2023 is Less 37.3 % )

👉 ( compared to July-August-Sept 2023 is Less 39.7 % )

👉👉Question: is coming QR ended September after is released is an unloading Opportunity ???

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha see what a shameless Konartist sslleee recycled my facts n figures with Twisting it !🤣🤣🤣🤔

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha whatever Spot price ke …fcpo price ke … eventually back to the monthly average CPO price .. even you can see Daily Price ! Good luck in yr investing ! N good nite !

Posted by Mikecyc > 10 minutes ago | Report Abuse

Repost :

Haha as for CPO price :

QR ended September compared to QR ended June is expected to be Higher profit due to Production Output!

2024 : Monthly Average Price ( RM / Ton ) :

January: 3783.5
February: 3949.5
March: 4215.5

April. : 4257.0
May : 3902.5
June : 3957.5

July. : 4034.0
August : 3910.5
September: 4023.5

October : 4387.5

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha as Hoho posted in Yinson .. Konartist sslleee play double head 🐍.. to cover his half past 6 owned claimed FA n TA Guru in Yinson:

1.) said going to see Yinson 5 waves .. but did not know the waves name is EW !🤣1


2.) shouting happily waves 2 is coming .. did not know waves 2 is Downtrend.. being caught then changed to Negative 🐍 head to cover his half past 6 !🤣2


3.) said Yinson is a Growth stock but did not know the Selection Criteria, now shamelessly twisting by recycled my facts n figures…latest one is on FFB peak season production output is from May to November.. twisting n told lies that I did not know Peak season is on 2nd Half of each year !🤣3


4.) Konartist sslleee had defended Phillipp during he posted Serba subsidiaries screenshot as I found variance between the screenshot n his thread figures.

Now in Jtiasa forum .. Konartist sslleee defended himself by saying he did not promote Xingquin which is delisted on 2019 due to Account Fraud… but Phillipp promoted Serba in a blog even is announced in Account Fraud!🤣4 👍


5.) Konartist sslleee Abang Stockraider in Netx RI n Insas RI with WC wayang whom exposed sslleee other Kon gang in Tunepro, Netx .. later in Hengyuan n Petronm .. Probability is aka id of VictorYong ! 🤣5🤔

Stockraider is MIA oredi ! Kena Tippu by Konartist le !🤣🤣🤔

Posted by Sslee > 3 weeks ago | Report Abuse

Aiyoyo Mike-tikus lose naked in jaks and now also lose his mind. Kasien Kena Tippu by ALP!🤣🤣🤔

Posted by pang72 > 3 weeks ago | Report Abuse

How come jtiasa so hot today?
Cpo is going to break rm5000 today kah?

Posted by Mikecyc > 3 weeks ago | Report Abuse

棕油本周料现套利潮
2024年11月04日


Interband集团高级棕油交易员郑锦表示，在对冲基金积极买入的推动下，棕油期货市场预计将在本周牛市中出现套利潮。
他表示，过去七周，对冲基金已在农产品（包括棕油期货）上投资了约200亿美元（约875亿令吉）。

“本周，市场可能会出现获利回吐，交易价格可能在4200令吉至4300令吉之间。”

与此同时，棕油交易商黄大卫（译音）也赞同上述观点，并补充说本周市场价格将走高，主要受原油和大豆油价格推动。
“我们预计本周价格，将在每吨4700令吉至4950令吉之间交易。”

按周来看，11月棕油现货交易价格涨344令吉，至每吨4976令吉；12月增330令吉，至每吨4914令吉；2025年1月则升332令吉，至每吨4868令吉。

此外，明年2月期货价格也涨327令吉，到每吨4808令吉；3月报每吨4726令吉，涨303令吉；而4月则企于每吨4637令吉，增280令吉。

总成交量方面，从前周42万8573宗，减至31万6573宗，而未平仓合约从前周的25万2233宗，跌至24万6507宗。

Posted by pang72 > 3 weeks ago | Report Abuse

Once cpo cross rm5000 today, panic buy jtiasa is triggered...
So, what....................

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha if can up above RM 1.31 .. blowerPang7 will has some profit … FIFO then can U-Turn liaw !🤣

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha your younger sibling LapsapIncome did not support u here ? Oh he said wiffey ran away with Demusang !!🤣🤣🤣🤔

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha So made some profit to support yr younger sibling lo !🤣

Posted by Mikecyc > 3 weeks ago | Report Abuse

Good luck on yr FIFO trick !

Posted by Mikecyc > 3 weeks ago | Report Abuse

他表示，过去七周，对冲基金已在农产品（包括棕油期货）上投资了约200亿美元（约875亿令吉）。

“本周，市场可能会出现获利回吐，交易价格可能在4200令吉至4300令吉之间。”

Posted by Sslee > 3 weeks ago | Report Abuse

Aiyoyo Mike-tikus jak now 12.5 sen will it break the 52 weeks low of 12 sen?

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha no worries as Konartist sslleee said Jaks CEO shares all in Pledge accounts, oredi tested Lowest is RM 0.12 !

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha as said let see LSS5 2000 MW EPCC RM 7.2 billion tender award to be started announcing on November 2024 …

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha konartist Ssllee no more support yr idol Conartist Callvin in TSH ke … yr idol Calvin is mentally desperate liaw .. from Indonesia IKN land sale to Data Center n Solar Farm …🤣🤣🤣

Posted by pang72 > 3 weeks ago | Report Abuse

Plantation index leads the bursa stock flying

Posted by pang72 > 3 weeks ago | Report Abuse

https://www.thestar.com.my/news/nation/2024/11/04/pm-on-working-visit-to-china

PMX WILL SIGNED MORE CPO DEAL WITH CHINA NEXT WEEK
CHINA WILL SAY WHATEVER YOU HAVE, JUST SHIP TO CHINA:)

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha BlowerPang7 need to blow harder le to be up above RM 1.31 le ..

Btw whom promoted YTLpower First : BlowerPang7 or OTB promoted at RM 1.10 ?

Posted by Mikecyc > 3 weeks ago | Report Abuse

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.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha luckily EUDR is delayed to 2025 …Indonesia export to EU ( 10 % ) shl sell to which country ???

Posted by Seeking > 3 weeks ago | Report Abuse

Mike, no need to export so much. Use for biofuel enough. B50 coming.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha blowerPang7 .. Income got how many wiffeyy??🤣🤔