Posted by dompeilee > 3 days ago | Report Abuse

Up but still losing to TSH for the past fortnight... upside is limited by the sheer no. of outstanding tickets & potential Genine C sales. Better upside for smaller but increasing CPO producer WTK

Posted by Jack888 > 3 days ago | Report Abuse

Jtiasa..TSH...plantation stocks coming..

Posted by Up_down > 3 days ago | Report Abuse

Good volume to maintain the upward momentum. Turtle pace is OK.

Posted by Up_down > 3 days ago | Report Abuse

Indonesia smallholders replanting will be delayed as high CPO prices deter the subsidize program initiated by the government. The smallholders hold tight on the 2.5 million hectare of old trees above 25 years due for replanting.

Posted by dompeilee > 3 days ago | Report Abuse

If you're willing to buy this stock @ $1.30, you should be 2wice as excited to buy WTK @ 51c.

Posted by Mikecyc > 3 days ago | Report Abuse

Haha this TA is quite accurate as in YTLpower also …. Not like Konartist sslleee own claimed TA Guru … going to see 5 waves wow .. but didn’t know the waves name is EW … even shouting happily Waves 2 is coming.. but did not waves 2 is Downtrend..🤣🤣🤣🤔


南洋行家论股
上升股:常成控股 阻力RM1.32

Tan KW

Publish date: Sat, 12 Oct 2024, 04:15 AM

常成控股（JTIASA，4383，主板种植股）的日线图，在10月11日闭市时报收1.18令吉，按日涨4.0仙或3.51%。股价开始出现买气，进入上升趋势周期，出现旗帜型态的突破。日线相对强度指数（RSI）处于68.32水平。股价或在短期继续上探1.28至1.32令吉的阻力水平，支撑位置处于1.11至1.14令吉。

11/10/24行情

闭市：1.18令吉

起落：0.04令吉

成交量：29915宗

最高：1.18令吉

最低：1.14令吉

52周高：1.53令吉

52周低：0.835令吉

Posted by Mikecyc > 3 days ago | Report Abuse

Haha konartist sslleee no more shouting ke Jtiasa waves 2 is coming…🤣

Posted by Mikecyc > 3 days ago | Report Abuse

Haha as said earlier.. QR ended September Shl be Higher profit compared Q to Q due to Production Output Peak Season..

But it is an Unloading opportunity also for those bought much earlier… like 2nd Major Genine… another round ke ???

Posted by Mikecyc > 3 days 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.

Posted by Mikecyc > 3 days ago | Report Abuse

Haha EU is the 3rd Largest importer of Indonesia CPO …

Posted by Philip ( buy what you understand) > 3 days ago | Report Abuse

Mike what is your goal in insulting others in i3investor? does it make you richer? as I can see it, sslee has already bought jtiasa below RM1, and at todays prices of RM1.31, he has already made 30% paper profits with 6% dividend yield incoming. I think rather that being angry that sslee is making money, maybe you should analyze his picks and ask why cold eye has 12 million shares in jtiasa bought since 2021 at 0.60 ringgit.

Isn't it better to be rich than to argue and debate poor? FYI cold eye and sslee has yet to sell their shares which they kept for last 3 years. they already have 100% return at 1.31 and more. If he has the ability to buy millions of shares in jtiasa and make money from it, I would say learn from it rather than be salt and angry about it

>>>>>
Mikecyc

Haha konartist sslleee no more shouting ke Jtiasa waves 2 is coming…🤣

Posted by Kim > 3 days ago | Report Abuse

1.33 & 1.35 better =)

Posted by Mikecyc > 3 days ago | Report Abuse

Haha looks like State govt shl provide more support on Hybrid rice cultivation..

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

Posted by Mikecyc > 3 days ago | Report Abuse

Haha as usual Serba promoter 🐍n 🐉 story teller on buy what u not understand .. no facts on Jtiasa ke !🤣🤔

Posted by Mikecyc > 3 days ago | Report Abuse

Haha Repost ;


Haha Cold Eye like eagle eyes invested on Jtiasa at the right Timing started FY22. But he also has eagle eyes when to unloading as he said will not buy those stocks with SLOW returns ! 👍


Not like Buy What u Not understand Serba snake n dragon story teller bought Harta at High price , promoted at RM 5.80 on early 2022 saying knew the Product cost ( after visited the Plant 🤣🤔) , didn’t know the ASP movement !

Posted by Mikecyc > 3 days ago | Report Abuse

Haha as said n in YTLpower also … I will not attack ppl 1st …

Kidd be mature in Public forum … if not better stay in the close private forum …

Posted by Philip ( buy what you understand) > 3 days ago | Report Abuse

cold eyes bought 2 million shares in latest 2023 annual report la.
For me harta bought at 5.80 got dividend, and average down bought tons at rm1.5. today harta rm 3.25, so what have you to say?

Only bad things about others? my results from my tracked portfolio already blow you out of the water, if you dare to share your CAGR returns I dare to share my public returns on my portfolio. unlike you I keep buying harta every quarter as prices drop and results get better and better with the dividends. While you keep reposting and reposting, others keep making more and more money with proper sharing instead of arguments and fighting.

Learn to make money kid, and instead of trying to humiliate others, maybe good to learn from others once in a while. Thats the only way kids can grow.

>>>>
Haha Repost ;


Haha Cold Eye like eagle eyes invested on Jtiasa at the right Timing started FY22. But he also has eagle eyes when to unloading as he said will not buy those stocks with SLOW returns ! 👍


Not like Buy What u Not understand Serba snake n dragon story teller bought Harta at High price , promoted at RM 5.80 on early 2022 saying knew the Product cost ( after visited the Plant 🤣🤔) , didn’t know the ASP movement !

Posted by Mikecyc > 3 days ago | Report Abuse

Haha really laugh live me lo .. after Hoho posted the Negative facts n figures on ASP Shl be bottoming after March 2022 in Harta forum … the Kidd Story Teller had closed his portfolio forum …

Posted by Mikecyc > 3 days ago | Report Abuse

Haha further to Glove rally during pandemic ( China started Feb 2020 , Malaysia started March 2020 ) …I did made profit on Kossan and Comfort.

I did a study on Demand vs Supply of 7 local nitrile gloves companies posted on August 2020 that supply shl be fulfilled demand by netx 12 months from August 2020 .

And posted TG TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .


—

The firm said Covid-19 cases in the US had increased beyond expectations.



As a result, it estimated that glove demand had increased in the US, causing further depletion in global stock levels.



>> "Our estimates show that global stock levels could have declined by an additional two per cent to 10.8 billion pieces. This is enough for 15 days of demand (previously 15.2 days) and much lower than the prepandemic 60-day average," it added.



From July 8-12, the number of new cases rose to above 60,000 per day.



As of July 12, the total new cases increased by 367,000 or 24 per cent on a month-to-date basis to 3.27 million.



"As Covid-19 cases remain high in the US, demand for gloves should stay exceptionally strong, given its importance in protecting healthcare workers.



"As the US is the world's biggest glove consumer, its stubbornly high number of cases means that demand for gloves should continue to rise," RHB Research said.


>>>



global stock level 10.8 billion for 15 days demand during Pandemic.



Haha according to nanyang news in July2020 , China has donated 26.0 billion hand gloves n 620 million face mask to US.



-----



10.8 b x 2x12 months = 259.2 billion demand for netx 12 months starting August 2020 .



>> Note : 10.8 b x2 x 12 = 259.2 billion is to meet the Demand contract order for queing 1 year start from August 2020 . It is additional 129.6 billion pieces .



## Hartalega Holdings Bhd executive chairman Kuan Kam Hon said :
Demand of 120 billion more pieces of gloves in the Netx 3 years



> Haha what a coincidentally figure demand 120 billion more pieces in the Netx 3 years , can 259.2 billion pieces being produce in 1 year which included the additional demand qty 129.6 billion .


----



haha lets do a research study on following gloves companies 1 year production capacity on Nitrile gloves only :



a.)Top glove : 50 % nitrile , output 84.1 billion/ year towards end 2020 , and expect change to 60 % nitrile .



84.1 b x 0.6 = 50.46 billion



b.) Hartalega : 95 % nitrile, yearly output 24.5 billion .



24.5 b x 0.95 = 23.28 billion



c.) Supermax: 90 % nitrile, yearly output 27.4 billion.



27.4 b x 0.9 = 24.66 billion



d.) Kossan : 75 % nitrile , yearly output 32.0 billion.



32.0 b x 0.75 = 24.0 billion



>>> Big 4 total nitrile gloves output for 12 months = 50.46 +23.28 + 24.66 + 24 = 122.4 billion.



Others gloves company :



1.) Comfort : 60 % nitrile, yearly output 5.9 billion .



5.9 b x 0.6 = 3.54 billion



2.) YTY : captured 11 % nitrile market since 2011 , estimated 18 % in 2020 :


259.2 b x 0.18 = 46.66 billion



3. Smart Gloves : 95 % nitrile, yearly output 8.2 billion


8.2 b x 0.95 = 7.79 billion.



## Just these 7 glove companies 12 months output ( 1 year ) = 122.4 +3.54 + 46.66 + 7.79 = 180.39 billion .



### 180.39 b / 259.2 b =69.6 % of world nitrile gloves consumption for the netx 12 months from August 2020 .



note : YTY in under Indonesia mother company group.

Posted by Mikecyc > 3 days ago | Report Abuse

Haha all those words that I am in retaliation of what Konartist sslleee said …

Posted by Mikecyc > 3 days ago | Report Abuse

Haha as said Hoho had commented on yr Picks in Pchem forum :


1.) Harta
2.) QL
3.) Yinson
4.) Pchem

Posted by Mikecyc > 3 days ago | Report Abuse

Haha not like Kidd story teller used his tongue to get the initial investing capital !😱😱😱🤔

Posted by Mikecyc > 3 days ago | Report Abuse

Haha this someone seems knew Kidd story teller well le …

Posted by Mikecyc > 2 days ago | Report Abuse

Haha even Konartist sslleee laughing at Kidd story teller why sold Top Glove so Early ( recalled ard June 2021 , at ard RM 6 to 6.50 ) … n Bought Harta at RM 5.80 ..( the someone said much higher ) …

Posted by Mikecyc > 2 days ago | Report Abuse

Haha engine is getting hot … need cooling down first ..

RSI(14) Neutral 67.3
Stochastic(14) Overbought 94.4
Average Volume (3M) 3,168,800
Relative Volume 2.0

Posted by calvintaneng > 2 days ago | Report Abuse

https://youtu.be/W4mMjEdfrD0?si=7e_UzehDvb9ZciCA

Posted by pang72 > 2 days ago | Report Abuse

Up 3c to $1.30...
Break out liao la

Posted by pang72 > 2 days ago | Report Abuse

Next destination - >€1.53

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

Move on with your life.... sslee making tons of money in jtiasa now your eyes getting redder and redder, better just learn how to actually make money in stock market and move on and get better performance instead of reposting reposting stuck forever in a rut.

If sslee can move on from insas and jaks and xinquan who am I to berate him further as he starts to learn how to pick stocks and buy what he knows. FYI sslee works in a palm oil plantation. So when he sees ffb selling at 800 and CPO selling at 5000 his eyes go big big, and if he knows to go all in during this period in the big major palm oil companies, he will definitely do well to earn.

So mike, sslee has conviction and size behind his 50% earning investments. again my question, how many shares of jaks do you currently own?

>>>>>>
Mikecyc

Haha all those words that I am in retaliation of what Konartist sslleee said …

Posted by pang72 > 2 days ago | Report Abuse

Good advise of move on in jtiasa to recover every mistake or loses so far:)

Posted by pang72 > 2 days ago | Report Abuse

OK! Get it!

Posted by pang72 > 2 days ago | Report Abuse

JTIASA hits $2 then will recover every loses in decade + 100% add on earning...
Betul juga!!

Posted by Mikecyc > 2 days ago | Report Abuse

Haha why Cold eye with Eagle eyes invested in Jtiasa at the Right Timing :


A.) Scicom :

1.) CAGR : 3Y - 1.9 % TTM - 1.9 %

2.) ROE : 24.05 %

3.) Dividend :
2020 : 5.46 %
2021 : 5.31 %
2022 : 7.0 %
2023 : 7.02 %
2024 : 7.07 %


4.) PER : 11

5.) FCF Yield : 10.8 %


B.) Jtiasa :

1.) CAGR : 3Y 64.8 % TTM 64.8 %

2.) ROE : 12.59 %

3.) Dividend :
2020 : 0 %
2021 : 0 %
2022 : 4.83 %
2023 : 4.51 %
2024 : 5.41 %


4.) PER : 8.9

5.) FCF Yield : 19.59 %



C.) Pchem

1.) CAGR : 3Y 1.4 % TTM - 22.5 %

2.) ROE : 4.36 %

3.) Dividend :
2019 : 3.13 %
2020 : 1.59 %
2021 : 6.10 %
2022 : 5.68%
2023 : 1.86%


4.) PER : 19.7

5.) FCF Yield : 1.42 %

Posted by Mikecyc > 2 days ago | Report Abuse

Haha the Kidd story teller invested in Harta at High Price … taken 3 years ( 2022 to 2024 ) to average down , n with Dividends.. managed to gain some profit !

Posted by Mikecyc > 2 days ago | Report Abuse

Posted by Mikecyc > 5 hours ago | Report Abuse

Haha konartist sslleee why so jealous le until telling lies by lies :


1.) Never Win in investing since 2016 to 2023 … even telling Lies on his 1st Win and the Only Win on Insas WC RM 250,000 .. further telling Lies on his Win on MMC RM 180,000 which Konartist sslleee thanks me on highlighted it in Insas .

—

Posted by Philip ( buy what you understand) > 33 minutes ago | Report Abuse

Move on with your life.... sslee making tons of money in jtiasa now your eyes getting redder and redder, better just learn how to actually make money in stock market and move on and get better performance instead of reposting reposting stuck forever in a rut.

If sslee can move on from insas and jaks and xinquan who am I to berate him further as he starts to learn how to pick stocks and buy what he knows. FYI sslee

Posted by Mikecyc > 2 days ago | Report Abuse

👉 I asked Konartist sslleee in Jtiasa forum :

1.) what is Indonesia CPO export ban status?

2.) What is Indonesia Biodiesel programme progress status ?

Konartist sslleee replied is he just want to make money only …🤣🤣🤣😅🤔
…

Posted by Mikecyc > 2 days ago | Report Abuse

Haha during debated with Konartist sslleee , he said Yinson is Growth stock and Jtiasa is Dividend stock … my pick is Scicom …

Jaks is my calculated Risk stock …

Posted by Mikecyc > 2 days ago | Report Abuse

Haha is Yinson a growth stock ?

Haha worried hidden risks on Yinson QR ended April 2024 n July 2024 :

>QR ended April 2024 , Net Profit RM 203 million- RM 236 million ( increased of Loans n Borrowings) = - RM 33 million.

>> QR ended July 2024 , Net Profit RM 203 million- RM 3,025 million ( increased of Loans n borrowings) = - RM 2,822 million.😱



-

Yinson Loans n Borrowings:


3.) QR ended July 2024

RM 19,580 million


👉Compared Q to Q : is increased by RM 3,025 million.



2.) QR ended April 2024

RM 16,555 million.


👉Compared Q to Q : is increased by RM 236 million.


1.) QR ended January 2024

RM 16,319 million.

Posted by Mikecyc > 2 days ago | Report Abuse

Repost :

Haha Konartist sslleee is Jaks below Ratios better than Yinson :


Yinson

Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.24 %



Jaks

Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %

Posted by Berlin > 2 days ago | Report Abuse

I can't agree more with Phillip. People who are unable or unwilling to learn from their stock picking mistakes are doomed to repeat them. Who has not made mistakes investing in stocks? The good thing is, the market is always there and you have opportunity to make back your losses.

Posted by Mikecyc > 2 days ago | Report Abuse

Haha more risk on Yinson as FPSO Atlanta still not First Oil yet .. initially commissioned by February 2024 …


Let’s do an illustration if Delayed A Day :

"In July 2023, Yinson Production exercised its option to purchase FPSO Atlanta, which includes a 15-year firm plus a five-year option contract for the supply, operations and maintenance with a total contract value of up to US$1.981 billion (US$1=RM4. 71),” it said in a joint statement.


USD 1.981 billion x 4.30 = RM 8.52 billion/ 15 years x 365 days

1st oil if delayed of 1 Day Shl incurred Revenue Loss = RM 1.56 million/ day

Another risk : Currency exchange rate USD to RM is dropped to 4.38 from 4.71 .

Posted by Mikecyc > 2 days ago | Report Abuse

Haha another hidden risk on Yinson is Financial Results Reporting…

Posted by dompeilee > 2 days ago | Report Abuse

Jtiasa +2.362 % v WTK +5.051%

The Hongkie 60mil+ Jtiasa shareholders may be selling again after laying off for 3 months v the only insider holding a measly 0.5 mil shares has already sold like a fool @ 49.8c.

Posted by pang72 > 2 days ago | Report Abuse

B.) Jtiasa :

1.) CAGR : 3Y 64.8 % TTM 64.8 %

2.) ROE : 12.59 %

3.) Dividend :
2020 : 0 %
2021 : 0 %
2022 : 4.83 %
2023 : 4.51 %
2024 : 5.41 %


4.) PER : 8.9

5.) FCF Yield : 19.59 %


JTIASA IS GROWING STRONGLY

Posted by Mikecyc > 2 days ago | Report Abuse

Haha Repost :

maybe just a coincidence ke ???

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 > 2 days ago | Report Abuse

Haha konartist sslleee learned Directing Wayang ke …

Posted by Mikecyc > 2 days ago | Report Abuse

Haha this is worrying .. Own Plantations are 54 % in Pulau Bruit …suitable for Hybrid Rice Cultivation lo !😱😱😱🤔

And Erajaya / Daro Jaya Plantation 9,841 hectares is near Pulau Bruit in Daro District under Mukah Division.


Jtiasa : Plantation Planted Area

FY24 Annual Report:

100% Eastern Eden Sdn Bhd ( Pulau Bruit )
> 8,580 hectares

100% Erajaya Synergy Sdn Bhd / Daro Jaya ( Mukah )
> 9,841 hectares


100% Poh Zhen Sdn Bhd ( Pulau Bruit )
> 2,933 hectares


100% Simalau Plantation Sdn Bhd
> 4,866 hectares

55%. Wealth Houses ( Pulau Bruit )
> 5,757 hectares

👉Total Own Plantation Planted Area = 31,977 hectares

👉👉Compared to FY2021 = 35,865 hectares

>>> is reduced by 3,888 hectares or - 10.84 %

>>> 100% Hariyama Sdn Bhd : 9,645 hectares is no longer owned by Jtiasa ….

>>> 55%. Wealth Houses ( Pulau Bruit )
> 5,757 hectares is owned by Jtiasa on August 2023 .

—

FY23 Annual Report:

Oil Palm Plantation
Daro Jaya
Kabang
Lassa
Lepah
Pulau Bruit (Wealth Houses, Eastern Eden & Poh Zhen)
Sawai
Simalau
Hariyama


—-

FY21 Annual Report


CORPORATE STRUCTURE

100% Eastern Eden Sdn Bhd : 8,580 hectares

100% Erajaya Synergy Sdn Bhd : 9,841 hectares

100% Poh Zhen Sdn Bhd : 2,933 hectares

100% Simalau Plantation Sdn Bhd.: 4,866 hectares

100% Hariyama Sdn Bhd : 9,645 hectares

Total Own Plantation Planted Area = 35,865 hectares

Posted by Mikecyc > 2 days ago | Report Abuse

As insider said FY23 .. CPO mill utilisation is ard 50 % … 10 % FFB is outsourced.. FY24 utilisation is expected ard 60 % .. with higher % of outsourced FFB !

Posted by Mikecyc > 2 days ago | Report Abuse

Haha is this the reason why Latest QR ended March n June , profit is reduced???

Posted by Mikecyc > 2 days ago | Report Abuse

Pchem

Haha this is interesting… let’s see coming QR result ended September….an opportunity for Entry or CutWin ???


> QR ended June 2024 :

Exchange Rate :

USD / MYR

Average Rate 4.7323
Closing Rate. 4.7205


>> 30/9/2024 4.12557

USD /MYR is depreciated by 12.85 %


>>> As at 8/11/2024 4.38259