Posted by Mikecyc > 3 weeks ago | Report Abuse

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.

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.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha as posted earlier.. Let’s see B40 is implemented by January 2025 …


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Posted by Seeking > 3 minutes 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 Indonesia oredi lack of funding in new capital city IKN …

B40 to B50 Shl used additional how many tons of CPO ?? There is an Indonesia article oredi announced!

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha blowerPang7 pls blow harder le with facts n figures to support le…

Posted by Sslee > 3 weeks ago | Report Abuse

Repost figures and facts:
Is jayatiasa with Budget FYE2025 FFB production 1,211,852 MT not good enough?

How many mid-size plantations in Malaysia able to produce FFB per year of over Million?

Can you find me a plantation stock value at market cap 1,237 million with FFB production of over a million?

Market Cap: 1,237 Million
NOSH: 974 Million

Posted by Sslee > 3 weeks ago | Report Abuse

Cashflow figures:
Current year-to-date 30 Jun 2024
Corresponding year-to-date 30 Jun 2023
RM'000
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

Posted by Sslee > 3 weeks ago | Report Abuse

Balance sheet
RM ’000 As at 30/06/24 As at preceding FY end 30/06/23
Non-Current Assets 1,585,598 1,610,557
Current Assets 395,667 343,943
Total Assets 1,981,265 1,954,500
Total Equity 1,527,113 1,377,785
Non-Current Liabilities 312,216 441,120
Current Liabilities 141,936 135,595
Total Equity & Liabilities 1,981,265 1,954,500
Net Asset per share (RM) 1.58 1.42

Posted by pang72 > 3 weeks ago | Report Abuse

Excellent!

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha Repost :


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 ? 🌴)

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha no worries.. bought WHD 55 % .. can use the cash for Replanting due to the related parties JV since 2004 need money for replanting!

Posted by Sslee > 3 weeks ago | Report Abuse

FFB production:
30-Jun-2022(Actual)
30-Jun-2023(Actual)
30-Jun-2024(Actual)
30-Jun-2025(Budget)
Planted area (ha) 69,589 69,589 68,569 67,449
Immature (%)(<4 years)0.0% 0.0% 0.0% 0.0%
Young mature (%)(4-7 years)3.1% 0.0% 0.0% 0.0%
Prime mature (%)(>7 years)96.9% 100.0% 100.0% 100.0%
FFB production (MT) 737,723 943,924 1,155,478 1,211,852
FFB yield 10.6 13.6 16.6 17.8
Lower FFB output in FY22 due to disruption in operation
brought about by pandemic

Posted by Mikecyc > 3 weeks ago | Report Abuse

Jtiasa

Rented Land Area : 52,880 hectares ( 76 % of planted area ) is 16 years old in FYE2024… need to start replanting soon ke ..


Haha interesting le , 👉referring to Annual Report FYE2023 :

Top 10 List of Properties Owned :

1.) Pulau Bruit , Bruit Land District

👉Tenure : Rented land

Existing use : Oil Palm estate, CPO mill , Building & Quarter


👉Area : 52,880 hectares ( 76 % of planted are ) .


Approximate age of building: 15 years

Posted by kl_guy > 3 weeks ago | Report Abuse

FCPO hit rm4890 , next resistance level rm6264

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha no worries.. no replanting to save money .. Shl be more dividend payout ?? Then can be use for Hybrid Rice cultivation!👍

Posted by pang72 > 3 weeks ago | Report Abuse

Ooo yeap

Posted by pang72 > 3 weeks ago | Report Abuse

Today rm5000 to welcome US new president..

Posted by Sslee > 3 weeks ago | Report Abuse

The figures and facts below:
FYE2024
Jayatiasa plantation on rented land
Lepah Plantation: 5,149
Daro Plantation: 11,681
Sawai Plantation: 6,050
Lassa Plantation: 21,300
Kabang Plantation: 2,700
Totsl 46,880

FYE 2023
Wealth Houses Plantation 6,000
Lepah Plantation: 5,149
Daro Plantation: 11,681
Sawai Plantation: 6,050
Lassa Plantation: 21,300
Kabang Plantation: 2,700
Totsl 52,880

Posted by Mikecyc > 3 weeks ago | Report Abuse

👉Jaya Tiasa has obtained an annual shareholders’ mandate to engage in recurrent related party transactions with WHD, specifically pertaining to the 👉 premium payable by Erajaya to WHD for fresh fruit bunch sales.


Lagi lagi teruk … nampak tak Sslleee Tikuss mata :

👉Under the agreement, Jaya Tiasa will purchase a 25% stake from Tiong Toh Siong Holdings Sdn Bhd, 18% from Tiong Toh Siong Enterprises Sdn Bhd, and 12% from Knightbridge Venture Sdn Bhd.

The transaction is classified as a related party deal due to the involvement of certain directors and Tan Sri Tiong Hiew King, a major shareholder in Jaya Tiasa.

Posted by Sslee > 3 weeks ago | Report Abuse

Repost:
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

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha why so Less on Production Output on planted area ??



Posted by Mikecyc > 22 minutes ago | Report Abuse

Haha Repost :


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 ? 🌴)

Posted by Sslee > 3 weeks ago | Report Abuse

Mike-tikus are you blind?
FFB production:
30-Jun-2022(Actual)
30-Jun-2023(Actual)
30-Jun-2024(Actual)
30-Jun-2025(Budget)
Planted area (ha) 69,589 69,589 68,569 67,449
Immature (%)(<4 years)0.0% 0.0% 0.0% 0.0%
Young mature (%)(4-7 years)3.1% 0.0% 0.0% 0.0%
Prime mature (%)(>7 years)96.9% 100.0% 100.0% 100.0%
FFB production (MT) 737,723 943,924 1,155,478 1,211,852
FFB yield 10.6 13.6 16.6 17.8
Lower FFB output in FY22 due to disruption in operation
brought about by pandemic

Posted by Sslee > 3 weeks ago | Report Abuse

Quarter ended 30/9/2023 CPO price: RM 3732
Quarter ended 31/12/2023 CPO price: RM 3616
Quarter ended 31/3/2024 CPO price: RM 3838
Quarter ended 30/6/2024 CPO price: RM 4026
FYE24 FFB production: 1,155,478 MT
Net cash generated from operating activities RM 360,029,000

Jul 2024 MPOB CPO spot price: RM 4034
Aug 2024 MPOB CPO spot price: RM 3910
Sep 2024 MPOB CPO spot price: RM 4023
Oct 2024 MPOB CPO spot price: RM 4387

Budget FYE25 FFB production 1,211,852 MT
What will be FYE25 Net cash generated from operating activities?

Posted by Sslee > 3 weeks ago | Report Abuse

BURSA MALAYSIA

Market Information
Market Data Overview
Market Data Overview
As at 04 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 4,869.0000 +1.0000 15,982 101,670
2 FKLI Nov 2024 1,614.5000 +9.5000 5,480 40,478
3 FCPO Feb 2025 4,811.0000 +3.0000 4,539 30,895
4 FCPO Dec 2024 4,915.0000 +1.0000 3,532 41,096
5 FCPO Mar 2025 4,735.0000 +9.0000 2,403 24,486
6 FCPO Apr 2025 4,648.0000 +11.0000 2,159 16,872
7 FCPO Nov 2024 4,990.0000 +14.0000 260 4,075

Posted by pang72 > 3 weeks ago | Report Abuse

All groups are quietly accumulated..
After completed accumulating will be noise and lies here lies there..

Posted by pang72 > 3 weeks ago | Report Abuse

pang72

As long as you buy cheap and early you are safe but not up few hundred %from $1

Posted by pang72 > 3 weeks ago | Report Abuse

One of the major import from China is palm oil. So, PMX reaffirmed the deal to growth bigger and bigger after the visit.
https://www.malaymail.com/news/malaysia/2024/11/03/pm-anwar-on-four-day-visit-to-china-malaysias-biggest-trade-partner-amid-celebration-of-50th-anniversary-of-diplomatic-ties/155655

Posted by pang72 > 3 weeks ago | Report Abuse

As long as the country is good relationship with CHINA AND INDIA.
Plantation stock is the choice of investment.

If Tun M time then sell all your plantation.
China and India will not but more palm oil from malaysia

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha konartist sslleee why so mad n Tikuss mata or high iq in Kon maths , low iq in arithmetic!🤣🤔:


> FFB output/ planted area :

FY22 : 10.60
FY23 : 13.56
FY24 : 16.85

Compared to my earlier post :

FY2023 FFB : 943,924 MT

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


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



——

Posted by Sslee > 30 minutes ago | Report Abuse
Mike-tikus are you blind? 
FFB production: 
30-Jun-2022(Actual) 
30-Jun-2023(Actual) 
30-Jun-2024(Actual) 
30-Jun-2025(Budget) 
Planted area (ha) 69,589 69,589 68,569 67,449 
Immature (%)(<4 years)0.0% 0.0% 0.0% 0.0% 
Young mature (%)(4-7 years)3.1% 0.0% 0.0% 0.0% 
Prime mature (%)(>7 years)96.9% 100.0% 100.0% 100.0% 
FFB production (MT) 737,723 943,924 1,155,478 1,211,852 
FFB yield 10.6 13.6 16.6 17.8 
Lower FFB output in FY22 due to disruption in operation 
brought about by pandemic

Posted by Mikecyc > 3 weeks ago | Report Abuse

Malaysia's top three export destinations for palm oil are India, China, and the European Union:

* India
In 2022, India was Malaysia's top export market for palm oil, with exports of around 2.9 million metric tons. 


* China
In 2022, China was Malaysia's second largest export market for palm oil, with exports of around 1.69 million metric tons. 


* European Union
In 2022, the European Union was Malaysia's third largest export market for palm oil, with exports of around 1.22 million metric tons. 


Together, these three countries receive almost two-thirds of Malaysia's palm oil exports. However, the European Commission's plan to phase out palm oil in transport fuel by 2030 could reduce the size of this market for Malaysian palm oil.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha alamak not only those plantation certified with RSPO ( like Sime plant ) can export to EU after 2025 but Jtiasa is certified with MPSO …

EU plan to phase out palm oil in transport fuel by 2030 !

—-

However, the European Commission's plan to phase out palm oil in transport fuel by 2030 could reduce the size of this market for Malaysian palm oil.

Posted by dompeilee > 3 weeks ago | Report Abuse

This co.'s stock price has factored in more than 50% of its future improved performances, if any. Production has declined a little compared to earlier qtrs, while rival WTK has seen a nearly FOUR-FOLD increase in profit from CPO[ in tandem with a nearly 5-fold increase in CPO production] & a 50% increase from new food cold-storage segment accompanied by a near-halving of losses from timber. If 4383 is to report a very good qtr to come, so should WTK. With their prices almost equal in early 2016 & with one now 150% higher than the other, it's becoming clear which stock has the greater upside! In fact, the recent flurry of bullishness is conceivably due to insiders who know of a possible excellent quarter to be reported in a month's time buying ahead of the news.

This stock is now full of shady promoters & notorious blowers like pang who already bought from $1.10 up & are hoping for y'all to jump in to allow them to gradually UNLOAD...be like Warren Buffett & go where the crowd isn't, in CPO laggards like WTK & UMcca for better returns with LESS RISK! Those who bought from me near the peak when I SOLD from 1.46 to 1.51 are still nursing big losses!

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha konartist sslleee .. what is premium payable ? Upfront with higher price ??


—-


Posted by Mikecyc > 1 hour ago | Report Abuse

👉Jaya Tiasa has obtained an annual shareholders’ mandate to engage in recurrent related party transactions with WHD, specifically pertaining to the 👉 premium payable by Erajaya to WHD for fresh fruit bunch sales.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha no wander Rsawit n SuburTiasa same with Jtiasa under RH group are loss making in Timber n Plantation!

Posted by AlphaAdventurer > 3 weeks ago | Report Abuse

Plantation play now 😀

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha konartist sslleee will it be like THplant case on 2020 : want to sell land to Tamaco , dragged more than 1 year but is failed due to non Bumi company, then made arrangements with Vendor on FFB upfront payment.. ( finally the Land is sold to TDM ) ..

In this case Vendor price is expected to be Lower …

What is 55 % WHD on premium payable ???

—

Posted by Mikecyc > 32 minutes ago | Report Abuse

Haha konartist sslleee .. what is premium payable ? Upfront with higher price ??


—-


Posted by Mikecyc > 1 hour ago | Report Abuse

👉Jaya Tiasa has obtained an annual shareholders’ mandate to engage in recurrent related party transactions with WHD, specifically pertaining to the 👉 premium payable by Erajaya to WHD for fresh fruit bunch sales.

Posted by Ytl2023 > 3 weeks ago | Report Abuse

Soheiii dompeilee stuck in wtk many years. Do him a favour and free him

Posted by Ytl2023 > 3 weeks ago | Report Abuse

Go do ur research, this is one conman. He so free recommend good stock to u

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha konartist sslleee u unloading ke .. like in Insas case ..promoted with ROI competition “ Trap “ on June 2023 , invited Sifu Sifu to participate… then Free yrself from Trapped High !

Posted by dompeilee > 3 weeks ago | Report Abuse

Don't listen to blowhards & shady promoters like Ytl2023. Listen to the one with 30 years of experience who recommended, albeit early, YTL, MRCB, KSL, Notion, JCY, Gamuda, AEON, PMCorp & Penergy when they were near their bottoms: https://stocklaser.blogspot.com/2024/11/buy-calls-to-clients-that-i-am-proud-of.html

Those who had no patience to hold for a few months have to take responsibility for their own ficklness.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha I had debated WTK against Calvin on 2019 …might look into WTK if the Directors Family internal legal suit is Over ? Dragged for many years oredi .. recalled is ard 5 years on 2019 !



WTK :

Current Ratio 2.05
Debt-Equity (DE) Ratio 0.87
FCF Yield 3.53 %
Revenue QoQ 9.68 %
Revenue YoY 29.62%
Profit QoQ -80.75 %
Profit YoY -90.6 %
Profit Margin (Sector Median: 0.3) -2.26 %
ROE (ROIC: -0.53) -0.63 %
Dividend Per Share (DPS) 1.5 sen
Dividend Yield (DY) 3.0 %

Posted by Ytl2023 > 3 weeks ago | Report Abuse

wtk also want promote. But be huge investment there

Posted by Ytl2023 > 3 weeks ago | Report Abuse

Pls free him. Coo now free also can't escape

Posted by dompeilee > 3 weeks ago | Report Abuse

My Naim, SBagan & Kuchai also eventually turned into big jackpots...plenty of time for outsiders to buy & accumulate for free!

Posted by Mikecyc > 3 weeks ago | Report Abuse

Sarawak losing wood market share to Indonesia, WTK says

BUSINESS
Tuesday, 09 Jun 2020


KUCHING: Sarawak is gradually losing its logs and plywood market shares in key India and Japan markets as it could not compete with Indonesia and some other Asean timber producing countries.
According to WTK HOLDINGS BHD

, Indonesia and other Asean countries have competitive edge over Sarawak because of favourable policies and strong government support they have received.

Posted by Mikecyc > 3 weeks ago | Report Abuse

Haha another hidden risk on Log n Timber :


Under the reforestation sector, the Group is currently managing a total reforestation area of 120,395 hectares. Out of the 75,622 hectares of plantable area, 39,145 hectares in total had been planted up till the closing of FY2023 (FY2022: 35,655 hectares). (page 11 of AR2023)

(a) How many hectares of forest plantations does the Group target to plant for financial year ending 2024?
(b) The Group’s commitment to aggressively develop its forest plantations remains to be the ultimate priority in the Group’s pursuit to fully plant by the year 2025 with fast- growing tree species such as Eucalyptus Pellita, Eucalyptus Deglupta (Kamarere), Albizia Falcataria (Batai) and Kelampayan not just for sustainable log supply but also to conserve the forest. (page 12 of AR2023)
Given that the Group had only planted 3,490 ha for FY2023, is the target to develop the remaining forest plantations, i.e. 36,477 hectares to fully plant by the year 2025, achievable?
Our target for financial year ending 2024 is to plant 6000ha.
We are committed in our reforestation activity, but it is a common challenge in the reforestation industry where planting progress has been adversely impacted by labour shortage and the movement restriction caused by the prolonged pandemic. We will seek and work with the authority concerned pertaining to the extension of the completion deadline.

Log sales dropped 27%, contributing 7% to the Group’s total revenue, with a loss before tax of RM19.9 million (page 13 of AR2023).

India remained the Group’s largest buyer in FY2023, constituting 84% of the Group’s logs export market. While Japan constituting 16% (page 14 of AR2023)

The recent 5 May 2023 Ishikawa Prefecture, Japan earthquake - Does the Group expect demand for logs from Japanese buyer to be higher, for financial year ending 2024? If yes, to what extend?
No, the recent 5 May 2023 Ishikawa Prefecture, Japan earthquake did not trigger a spike in the demand for tropical logs, thus we do not expect demand from Japan to increase for financial year ending 2024.

Posted by Mikecyc > 3 weeks ago | Report Abuse

We are committed in our reforestation activity, but it is a common challenge in the reforestation industry where planting progress has been adversely impacted by labour shortage and the movement restriction caused by the prolonged pandemic. We will seek and work with the authority concerned pertaining to the extension of the completion deadline.

Posted by HollowEcho > 3 weeks ago | Report Abuse

Yeah, the legal issues surrounding WTK have been dragging on for ages. It’s definitely a point to consider before jumping back in. But with their current ratios looking decent, if they can stabilize after the suit, it could be a good buy. Just gotta keep an eye on those profit margins and market trends!

Posted by pang72 > 3 weeks ago | Report Abuse

$1.27 up 2c..... Amazing deal today!. Congrate everyone jump in the right timing or early.... :)

Posted by pang72 > 3 weeks ago | Report Abuse

$1.53 one year high is set to overtake soon with supported by CPO rm3900 or even higher in coming day

Posted by pang72 > 3 weeks ago | Report Abuse

Plantation is traditional recession proofing stock.
Risk is bear minimum for exiting price