Posted by Mikecyc > 1 month ago | Report Abuse

Haha the Kidd Serba story teller holding large volume of Yinson after Bonus issue 1 to 1 on April 2022 …

His holding ard March 2021 :
Yinson 5.35


Recently Pchem , Yinson tak Untung ..Mari Jtiasa Cari Fast money ke ??? 🤣🤔

Posted by Mikecyc > 1 month ago | Report Abuse

Haha the Kidd Group Goreng here .. tak Untung manyak le … Sudah kata unloading ke ….



Posted by Mikecyc > 49 minutes ago | Report Abuse

High 1.350
Low 1.280
Open 1.290
Volume 10,825,100
Volume (B/S) 302,100 / 1,199,000
Price Bid/Ask 1.340 / 1.350

VWAP 1.327 👍

Posted by Mikecyc > 1 month ago | Report Abuse

Haha the Serba Kidd story teller buy what u Not Understand… this round swapping which Top 4 individual investing capital? Harta which just see some profit after 3 years ??? Or Margin again ke ????

Posted by G-boy > 1 month ago | Report Abuse

philip..kid is kid..say whatever he like...write watever figure he want...
just ignore...
jtiasa now is ontrack to new trend again

Posted by Mikecyc > 1 month ago | Report Abuse

Or QL ???

Posted by Mikecyc > 1 month ago | Report Abuse

Haha G-Boy want to ignore Serba Kidd sell call ke … berani nya …

—-

Posted by Philip ( buy what you understand) > 1 hour ago | Report Abuse

Ok time to sell, when the kids that saying the most bad things about jtiasa now saying he bought success

Posted by speakup > 1 month ago | Report Abuse

Dah panik buying

Posted by G-boy > 1 month ago | Report Abuse

see these 3 days volume... can know it not retails buying.. hohoho

Posted by Mikecyc > 1 month ago | Report Abuse

Haha no worries.. just Next Monday is T + 3 …


Date Price Open High Low Volume
2024-11-28 1.29 1.23 1.30 1.22 17,925,800

2024-11-27 1.24 1.15 1.25 1.15 15,172,900

Posted by Philip ( buy what you understand) > 1 month ago | Report Abuse

Yes, I have zero respect for kids who talk and talk and attack people for things since 2020, 5 years ago and gave given nothing beneficial to this platform. I detest these type of users the most, talk cock so much but nothing to provide on his own results and performance. Even if people like sslee made mistakes with Jaks and xinguan which is a source of humor, you still need to give him flowers for doing a good bet if buying since cheap prices for jtiasa. You can at least track his performance is improving by how he is betting on what he knows which is palm oil industry in buying jtiasa now and that's how he made more money in shorter time than putting money to work in insas.

As for the kids who only know how to fight and look for arguments, he will never tell you how much Jaks he bought and at what price because he is down so much he fears being laughed at so he starts by laughing at others first.

Shame indeed

>>>>>>
hours ago


G-boy

philip..kid is kid..say whatever he like...write watever figure he want...
just ignore...
jtiasa now is ontrack to new trend again

Posted by Mikecyc > 1 month ago |

Post removed.Why?

Posted by Mikecyc > 1 month ago | Report Abuse

Haha High 1.350
Low 1.280
Open 1.290
Volume 15,778,400
Volume (B/S) 302,500 / 21,500
Price Bid/Ask 1.320 / 1.330

VWAP 1.33 … Price 1.33 …

Posted by Mikecyc > 1 month ago | Report Abuse

Haha next Monday is crucial as posted earlier earlier there is a Gap of ard 4 sen between VWAP n Closing Price … then it became in range 1.5 sen …

Today is Push Up with Gap Zero Sen … just a case study …

Posted by Save > 1 month ago | Report Abuse

FCPO responded to potential reduction of palm oil production.
https://www.reuters.com/world/asia-pacific/three-dead-thousands-displaced-malaysia-warns-worst-floods-decade-2024-11-29/

Posted by Save > 1 month ago | Report Abuse

https://www.businesstimes.com.sg/international/asean/heavy-rains-south-east-asia-flood-farms-and-force-evacuations
https://www.cbsnews.com/news/indonesia-floods-landslides-deaths-severe-weather-climate-change/
https://www.bangkokpost.com/thailand/general/2910076/floods-ravage-four-southern-provinces

Posted by Mikecyc > 1 month ago | Report Abuse

Haha why the Serba Kidd 🐍n 🐉 story teller so mad in Jtiasa, but not in Yinson n Pchem..🤣🤣🤣🤔

Even the YTLpower promoter accepted Negative comments with facts n figures…

After I had posted the hidden risks of each business segment:’

1.) Power Plant : PowerSeraya plant service Life …

2.) Wessex : Water n Sewerage..

3.) Kulai DC Green Park 500 MW .

I am posted the Point 1 , 2 , 3 ,4 Case study also …

Posted by Mikecyc > 1 month 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 : Peak Production Season is May to November, why FFB production output is reduced n Fluctuating so High .

👉👉Update : Production Output is Increased between May to November.. but comparatively within this 7 months .. starting September to November is Reducing…

Posted by Mikecyc > 1 month ago | Report Abuse

Jtiasa CPO

An illustration :

Jtiasa CPO production output ( MT) X Monthly Average Price ( RM )

Sept2024 : 23,667 x 4023.5 = 95.22 million

Aug 2024 : 25,238 x 3910.5 = 98.69 million

July 2024 : 20,558 x 4034.0 = 82.93 million

Average QR CPO Average Price = 3989

> Total = RM 276.84 million

👉>> Note : Production Output compared Q to Q is increased by 31.91 % …. Illustration Revenue is increased by 31.21 % .


June 2024 : 17,018 x 3957.5 = 67.35 million

May 2024 : 16,419 x 3902.5 = 64.08 million

April 2024 : 13,857 x 4257.0 = 59.0 million

> Total = RM 190.43 million


👉QR June 2024 :

Revenue = RM 224.81 million

PBT = RM 31.07 million ( 13.82 % )


> Compared QR June 2023 :

Revenue = RM 199.02 million

PBT = RM 40.33 million ( 20.26 % ) 😱😱😱🤔

👉 Hidden Risks :

2023 CPO monthly Average Price is Much Lower :

April 2023 : RM 4217.5
May 2023 : RM 3795.5
June 2023 : RM 3525.0

But PBT 20.26 % is Higher than 2024 April to June PBT 13.82 % !!! 😱🤔


>>
Haha as said Peak Season is from May to November.. Production Output is increasing from May to August, September is started decreasing…

👉Oct 2024 : 23,013 x 4387.5 = RM 101 million

👉👉Oct 2024 CPO output is reduced compared to August n September 2024 , Illustrated Oct 2024 Revenue is almost the same with August n September 2024 although with Higher Monthly Average Price RM 4387.5 / MT .

Sept2024 : 23,667 x 4023.5 = 95.22 million

Aug 2024 : 25,238 x 3910.5 = 98.69 million

Posted by G-boy > 1 month ago | Report Abuse

philip well said... let the tin kosong kid perform in here with his figure n facts
we sit beside watch

Posted by s3phiroth > 1 month ago | Report Abuse

Anyone went to the agm today? Any important updates?

Posted by Mikecyc > 1 month ago | Report Abuse

Haha kidd Konartist sslleee still not posted reply of his Questions .. recalled he is Top 30 le … n is not the usual way of the Kidd Konartist… is Not a Good sign le ….

Posted by Mikecyc > 1 month ago | Report Abuse

Haha on the G-Boy whom posted give Love wow in investing forum n posted TinKosong ..

G-boy
jtoh1985 | Joined since 2013-02-03

As I always call Huangbk72/ MrHuangbk the Pokkai TinKosong … and when ppl asked him is a she or he in PMCorp on 2013 .. he just bla bla bla want to share Love wow … 🤣🤣🤣🤔

Huangbk72
Huangbk72 | Joined since 2013-11-21

G-Boy ke on what Point ke …🤣🤣🤣😱

Posted by Mikecyc > 1 month ago |

Post removed.Why?

Posted by Mikecyc > 1 month 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.

FY23 Annual Report:

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

Posted by Mikecyc > 1 month ago | Report Abuse

Jtiasa

Haha Recap on the VWAP n Closing Price Gap >>>

Ard 4 sen Gap from 1.15 to 1.24 > 1.5 sen Gap to 1.29 > 0 sen Gap to 1.33

👉 illustration : 1.15 to 1.33 = 0.18 - 0.055 = 0.125

Assuming 12 million shares x 0.125 = RM 1.5 million ( Profit ) …Let’s see see look look on Next Monday ….👉even if Unloding shl take 3 days ..

—-
Posted by Mikecyc > 16 hours ago | Report Abuse

Haha next Monday is crucial as posted earlier earlier there is a Gap of ard 4 sen between VWAP n Closing Price … then it became in range 1.5 sen …

Today is Push Up with Gap Zero Sen … just a case study …

Posted by investor77 > 1 month ago | Report Abuse

Fwd CPO price above RM 5k due to difficulty in harvesting due to continuous heavy rain. It is already a cash cow, so will follow Innovest hopefully to declare dividends every quarter. Should not be a problem as Free Cash Flow last year was 360 million, and this was based on CPO price of Rm 3771 as stated in Annual Report. Imagine what RM 5000 can do to the CashFlow !!!! Target Price of Rm 1.45 by most Investment Banks is realistic.

Posted by Sslee > 1 month ago | Report Abuse

You should concentrate of what will be the earnimg moving forward and not what others are doing/saying or ???????

For jayatiasa just pure simple: FFB, CPO and PK production are reported every month and CPO and PK price spot price and month average you can get it from MPOB report.

What more do you need.
By the way price will follow earning

Posted by Sslee > 1 month ago | Report Abuse

Repost;

In the long run No Deforestation, No Peat, No Exploitation (NDPE) sustainability policy commitment that aims to create a more environmentally and socially responsible palm oil industry will cause supply to be stagnant or decrease but demand will continues increase due to population and living standard increase.

Posted by Mikecyc > 1 month ago | Report Abuse

Repost :

Posted by Mikecyc > 1 hour ago | Report Abuse

Haha the Kidd Konartist sslleee still No Update on his AGM Questions , is Not a Good sign …

Recalled one of the questions is those Plantations in Pulau Bruit…

Posted by Mikecyc > 1 month ago | Report Abuse

Haha another hidden risk … FFB is 10 % outsourced on FY23 …. FY24 is expected ard 20% as to increase the Mill utilisation rate from ard 50 % to 60 % ..

But if the Mill is MSPO certified… is the outsourcing FFB plantations are also MSPO certified ??? 🤔

Posted by Sslee > 1 month ago | Report Abuse

Did somone know jayatiasa is using their Palm oil mill spare capacity to process third parties FFB into CPO and PK. Isn't that an addition income for jayatiasa?

Go and read how much money 3iii Kmlong earning from milling FFB sourcing from third parties.

Posted by Mikecyc > 1 month ago | Report Abuse

FGV RSPO certified?



In the process of certifying our mills, we had also certified about 40,000 FELDA schemed smallholders.👍👍👍

Posted by Sslee > 1 month ago | Report Abuse

Once your mill is RSPO or MSPO certified then your mill can only accept FFB from RSPO or MSPO plantation/small holders.

One of the criteria for RSPO or MSPO is plantation or small holder must hold a valid land freehold/leasehold/rent title to the plantation land. This is to prevent illegal planting in forest area.

Posted by Mikecyc > 1 month ago | Report Abuse

Haha kidd Konartist sslleee is spooked again ke ???🤣🤣🤣😱🤔


—-

Posted by Mikecyc > 11 minutes ago | Report Abuse

Haha another hidden risk … FFB is 10 % outsourced on FY23 …. FY24 is expected ard 20% as to increase the Mill utilisation rate from ard 50 % to 60 % ..

But if the Mill is MSPO certified… is the outsourcing FFB plantations are also MSPO certified ??? 🤔

Posted by Mikecyc > 1 month ago | Report Abuse

RSPO :

The Roundtable on Sustainable Palm Oil(RSPO) was established in 2004 with the objective of promoting the growth and use of sustainable palm oil products through global standards and multistakeholder governance.


MSPO :

The Malaysian Sustainable Palm Oil (MSPO) Certification Scheme is the national scheme in Malaysia for oil palm plantations, independent and organised smallholdings, and palm oil processing facilities to be certified against the requirements of the MSPO Standards.

Posted by s3phiroth > 1 month ago | Report Abuse

u dont really need rspo if u dont sell to europe and guess what? jtiasa never export their cpo.

Posted by Mikecyc > 1 month ago | Report Abuse

Haha Kidd Konartist sslleee no reply on Jtiasa Dividend ke ??? See Kim Loong Resources Bhd …


Ee Beng Heng 1 Like · Reply
Surprise Extra Div, additional 5 sen coming !!!! Due to higher profit as CPO touches 5,k/ ton !!!!
2 weeks · translate ·

Mohd Naim
they always give special dividend every year
Like · 2 weeks · translate

Liew Kim Weng
I guess that dividend was meant to be paid in Jan next year but the boss decided to distribute earlier to avoid the 2% dividend tax.
1 Like · 2 days · translate

Liew Kim Weng 3 Like · Reply
Special dividend. It's rewarding to be shareholders of kmloong.
2 weeks · translate ·

Posted by virgogo > 1 month ago | Report Abuse

why argue until the cow came home. As long as cpo price average 4 k jaya tiasa will earn decent earning and give dividend. Its value of all plantations and timber concessions combined is much higher than its total market capitalisation. Compared this with many other companies with bigger capitalisations but with peanut earnings and dividend.

Posted by Mikecyc > 1 month ago | Report Abuse

Haha konartist sslleee Jtiasa just 1 year impairment RM 151.2 million is more than Jaks total 5 years Impairment… how about preceding FY … no wander Total Asset is keep reducing:



👉👉👉 FY24 : Impairment of Total RM 151.2 million!😱🤔


>> Referred to QR ended September 2024 :

👉Total Assets : RM 1970 million vs June 2024 RM 1979 million , is reduced by RM 9 million.

👉👉Acquisition n Disposal of PPE :

> Acquisition = RM 9.1 million
> Disposal = ( RM 0.94 million)

Total Assets is reduced:

2019 : RM 2406 million

2023 : RM 1955 million ( - 451 million )

2024 : RM 1979 million ( + 24 million )

👉👉Is reduced by RM 427 million from 2019 to 2024 , ie : over 5 years .

Posted by Mikecyc > 1 month ago | Report Abuse

FY21 Annual Report :

👉A total of RM45.5 million of CPO Future hedging loss was taken up during
the year. Our cash flow from Operating Activities contracted 21% to RM146.4 million.


What is the price of CPO in Malaysia 2021?


The MPOC forecasts that for the entire 2021, CPO prices will trade within the range of RM3,517/MT to RM4,745/MTwith an average of RM4,131/MT.


CPO Local Prices
2021 2020
Sep 4,556 2,924
Oct 5,051 2,980
Nov 5,341 3,422

Posted by Sslee > 1 month ago | Report Abuse

30/09/2024 30/06/2024
RM'000 RM'000
Net assets 1,553,555 1,514,946

Depreciation and amortisation 34,326 34,669

Dividend paid (34,129) (16,456)

Really LOL. Don't even know what the different between depreciation and impairment?
Better keep your money in FD if you really have money and not wasted on Jaks.

Posted by Mikecyc > 1 month ago | Report Abuse

Jaks , PMcorp n Yinson financial ratios comparison:


1.) Jaks : Price RM 0.135

EPS 0.71 sen
Trailing PE (Sector Median: 21.1) 18.9
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.78 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 4.0) 35.93 %
ROE (ROIC: 0.73) 0.93 %
NTA 0.6000


2.) PMCorp : Price RM 0.135

EPS -12.97 sen
Trailing PE (Sector Median: 14.0) 0.0 ( - 1.04 )
Current Ratio 1.42
Debt-Equity (DE) Ratio 0.6
FCF Yield -5.37 %
Revenue QoQ -11.14 %
Revenue YoY -11.14%
Profit QoQ 88.2 %
Profit YoY -171.45 %
Profit Margin (Sector Median: 2.1) -46.2 %
ROE (ROIC: 11.05) 12.81 %
NTA 0.2326


3.) Yinson : Price RM 2.60

EPS 28.52 sen
Trailing PE (Sector Median: 9.5) 9.1
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.63 %
Revenue QoQ -3.25 %
Revenue YoY -29.03%
Profit QoQ 0.0 %
Profit YoY -2.4 %
Profit Margin (Sector Median: 5.8) 8.99 %
ROE (ROIC: 4.16) 10.24 %
NTA 1.8900

Posted by Mikecyc > 1 month ago | Report Abuse

Haha as usual the Best Wayang Director Konartist sslleee like twisting on Insas Other Operating Expenses is High yearly.. he said is Due to Commission, want to write to Insas to include Commission wording in Other Operating Expenses… after Big 👄 then Diam Diam Anjj jjing liaw …🤣🤣🤣👍

So Konartist sslleee still No update on yr AGM questions… is a Bad sign le .. 😱😱😱🤔


👉Is impairment included in depreciation and amortization?


Impairments are not the same as depreciation or amortization. In the case of depreciation or amortization, the loss of value of the asset is anticipated and planned for. With impairment, the loss in value is unexpected.

Impairment is the permanent reduction in the value of a fixed asset or intangible asset to the point that its market value is less than the value recorded on the financial statements. Under GAAP, impairments are entered as a loss on the income statement. Impairments are not the same as depreciation or amortization.

Posted by Mikecyc > 1 month ago | Report Abuse

Jaks , PMcorp n Yinson financial ratios comparison: 👉 ( add in Konartist Sslleee promoted SCIB with TP RM 1.00 by early 2025 , without knowing the Major over 20 % is on Force Sell .😱🤔) :


1.) Jaks : Price RM 0.135

EPS 0.71 sen
Trailing PE (Sector Median: 21.1) 18.9
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.78 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 4.0) 35.93 %
ROE (ROIC: 0.73) 0.93 %
NTA 0.6000


2.) PMCorp : Price RM 0.135

EPS -12.97 sen
Trailing PE (Sector Median: 14.0) 0.0 ( - 1.04 )
Current Ratio 1.42
Debt-Equity (DE) Ratio 0.6
FCF Yield -5.37 %
Revenue QoQ -11.14 %
Revenue YoY -11.14%
Profit QoQ 88.2 %
Profit YoY -171.45 %
Profit Margin (Sector Median: 2.1) -46.2 %
ROE (ROIC: 11.05) 12.81 %
NTA 0.2326


3.) Yinson : Price RM 2.60

EPS 28.52 sen
Trailing PE (Sector Median: 9.5) 9.1
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.63 %
Revenue QoQ -3.25 %
Revenue YoY -29.03%
Profit QoQ 0.0 %
Profit YoY -2.4 %
Profit Margin (Sector Median: 5.8) 8.99 %
ROE (ROIC: 4.16) 10.24 %
NTA 1.8900


4.) SCIB : Price RM 0.25
EPS 0.33 sen
Trailing PE (Sector Median: 13.7) 74.8
Current Ratio 1.53
Debt-Equity (DE) Ratio 1.1
FCF Yield -13.07 %
Revenue QoQ 0.13 %
Revenue YoY 14.57%
Profit QoQ -166.01 %
Profit YoY -223.97 %
Profit Margin (Sector Median: 6.4) 1.27 %
ROE (ROIC: -10.78) -12.47 %
NTA 0.2300

Posted by sherlock > 1 month ago | Report Abuse

congrat

Posted by speakup > 1 month ago | Report Abuse

Super bullish stock how come OTB and KYY no promote kuat kuat?

Posted by Sslee > 1 month ago | Report Abuse

Will it be another good day for Jaya Tiasa?

Market Summary
Company Announcements
Market Information
Market Data Overview
Market Data Overview
As at 29 Nov 2024 05:15 PM
Prices are delayed by 15 minutes

Derivatives
Night & Day Session
Night Session
No Name Month Last Done Change Vol (`00) OI
1 FCPO Feb 2025 5,023.0000 +138.0000 45,798 125,812
2 FCPO Mar 2025 4,903.0000 +110.0000 17,966 51,163
3 FCPO Jan 2025 5,128.0000 +163.0000 11,288 40,449
4 FCPO May 2025 4,642.0000 +58.0000 10,552 30,477
5 FCPO Apr 2025 4,768.0000 +77.0000 9,740 25,511
6 FKLI Dec 2024 1,595.0000 - 8,297 39,455
7 FCPO Dec 2024 5,236.0000 +176.0000 2,640 6,459

Posted by Sslee > 1 month ago | Report Abuse

You need to work out the revenue for month Oct, Nov and Dec based on reported CPO and PK month average MPOB spot price and jayatiasa reported CPO and PK production.

It is still too early to estimate coming quarter ended 31/12/2024 earning.
But based on quarter end 30/9/2024 earning when quarter average CPO price 3935 and PK 2452 and Quarter ended 31/12/2024 should be much higher thus earning should be higher.

Posted by Sslee > 1 month ago | Report Abuse

When I bought Jayatiasa my aim is to build a portfolio that will give me good dividend. I only estimate as long as CPO can stay about 4000 it will be already very good.

So anything above that is extra bonus for me.
Note: PK price is now 3500+

Posted by kl_guy > 1 month ago | Report Abuse

FCPO already at rm5000 level. Jtiasa coming quarter will be great .