Posted by Huangbk72 > 2 weeks ago | Report Abuse

LOL… really dumdum Miketikus

The hint: I was in Jaks since 19c, so I can post history

U weren’t even born in i3 in 2013 yet talk so much. 🤣

This easy thing also you don’t understand ? 😂😂

No wonder PT MM also you got lost in rspo.org

Big gap in intelligence it seems 😁

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho What a KonLee KonPetHuangbk …

Repost :


Hoho TinKosong AuntieKonHuangbk blowing PMCORP with TP RM 2.00 , see its Value since November 2013 wow … must be loss naked liaw .. hibernated more than 7 years in cave since 2014 … 


And keep lying and twisting her PMCorp cost is RM 0.245

Ppl in PMCorp asked him is a F or M , he just bla bla bla want to share love wow ..🤣🤣🤣🤔

>>>

👉Posted by Huangbk72 > 2013-11-21 11:51 | Report Abuse

To mikekong55 


I have been a follower of your stock recommendations. 


You have been fairly accurate in your assessment of PMCorp movement.

👉 I am also in PMCorp as I believe in buying and holding long term. Been accumulating from .27 till .36 till .26 and today .28. Being involved in FMCG business, I understand and see the value in PMCORP.


>>>>
After k awaken by Kon BobAxelrod on 2021 .. both as Pretending Negative Commentators in Serba … 



Her partner Kon BobAxelrod said will not recommend best stocks wow but used many aka id to promote.. 


👉 Kon Bobaxelrod

1.) Use many aka id to promote stock : Trevor777 , Trevor888 , Dr Michael


2.) Used id image to Axe Capital CEO Billionaire BobbyAxelrod and New Boss Michael .


👉 TinKosong AuntieKonHuangbk72 Twisting saying I am the One whom said will Not Promote stocks .



Her Partner KonBobAxelrod is Missing in Action liaw … 


Posted by Sslee > 2 weeks ago | Report Abuse

It sadden me a lot looking at the current batch of forumers in i3 who did not contribute to anything worthwhile discussion on stocks nor intellectual discourse.

I really miss the good old days where we can discuss everything under the sun and laugh at each other without name calling nor insulting each other.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho 2nd Volume Play Case Study in PA on 2021 with 2 objectives : 



👉 a) To share n learn Investment knowledge n skills as Newbie n ikanbilis. 



👉 b ) To Exposé kon man n actor… 


No Respect on Kon n Actor ..

Posted by jjohnchew > 2 weeks ago | Report Abuse

First Lies ke :

Hoho wow KonLee is an “ Attention Seeker “ .., approached me 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …


Then Konartist Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas-PB and WC …

After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho as said since in Netx on 2020 … Bad intentions shl bring Bad karma …

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho infact I had learned from these 2 persons on their posts :

1.) Ethical Sifu 3iii :

a.) FA

b.) How to use VWAP during in Netx forum on 2020.

c) Stock Moats in TSH …

2.) OTB


a.) TA

b.) Cup n Handle

Affirmed with information, facts n figures….


Remember Do 3 Own : Own Homework, Own Analysis and Own DecisionS as only you know your Risk level .

DecisionS: is changed Upon new information, new facts n figures.

Posted by klee > 2 weeks ago | Report Abuse

Hoho.
talk till cows come home,jaks still under water
talk another 10 yrs,jaks become delisted

hohoho

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho oh KonLe own claimed FA n TA Guru in Yinson :

1.) said Going to see 5 waves wow .. but strange lo did not knew the waves name ..EW ?🤣🤫🤔

2.) shouting happily waves 2 is coming but strange lo did not knew wave 2 is down ?

3.) did not understand Labour expenses n Capex ….

4.) did not understand Corporate Structure :to study the Group companies structure…subsidiaries n associates, whether direct n indirect ….that also use to plan Corporate Taxes ..

As his beloved Insaf did not has Corporate Structure… just bla bla bla only in Insaf forum … no wander Other Operating Expenses is So High each year …

5.) Did not understand Current Ratio ….

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho recalled you said Gain 1000 % Profit in Yinson warrant … betul tak ? Oredi bring bull home le … be happy le !👍👏

—-

Posted by klee > 8 minutes ago | Report Abuse

Hoho.
talk till cows come home,jaks still under water
talk another 10 yrs,jaks become delisted

hohoho

Posted by jjohnchew > 2 weeks ago | Report Abuse

Jaks :

EPS 0.71 sen
Trailing PE (Sector Median: 21.5) 18.2
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %
Profit Margin (Sector Median: 3.8) 35.93 %

Yinson :

EPS 27.58 sen
Trailing PE (Sector Median: 9.6) 9.7
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.31 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %
Profit Margin (Sector Median: 5.8) 9.92 %

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho KonLee n Klee .. any Update on Yinson FPSO Atlanta First Oil ?

Initial to be commissioned by February 2024 .. First Oil by May 2024 .. then August 2024 .. then by November 2024 .. then ????

Repost:

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 jjohnchew > 2 weeks ago | Report Abuse

Hoho oh “ Attention Seeker “ is called by KonLee 1st … he followed the Kacukan Tippu gang wording … after the Kacukan Tippu got Attention in TSH … they play the Telegram membership fee RM 100 wayang …

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho konle… where are Ularsawa? TutTut ? Stingray ???

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho KonLee… now I am dropping name again le :

I had posted Top Glove TP RM 3.40 on 4/12/2020 …. ard 2 weeks earlier than JPM TP RM 3.50 .

And 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 .

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho oh as TutTut said if TG is dropped below RM 3.80 … he will not sell MusangKing ..sell buntttutt instead… maybe lo ….

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho oh recalled KonLe did asked the Kacukan Tippu 2 persons whether want to push up Insas 1 sen Up to break 52W H …betul tak … don’t be shy le if tak betul …

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho KonLee the expert in Financial Accounting also -don’t play play le he had gone thru 3 months Accounting course le .. betul tak …???

So he always posted Jaks Return in Operating is Failed but I stress look at Finance investing as Vietnam Power Plant 1200 MW EPCC RM 8.7 billion is an associate company with 30 % … Revenue is not recognised…. Only Share of Profit n Dividend.

So KonLee what Yinson Financial Report shl be different starting next financial year ???

>>>
This is so that Yinson’s investors can have a better understanding of how the accounts will look from a finance lease and operating lease perspective.

IFRS is still what Yinson is required to follow. Even though presenting the operating lease numbers is not in line with IFRS, it is something that Yinson will look at doing better to explain its numbers in the next financial year.

Posted by dompeilee > 2 weeks ago | Report Abuse

KonYY has SOLD his soul & his conscience to the shadow & darkness in exchange for Mammon & all the materialistic possessions in this mortal coil cannot buy him a single extra second of time, the most valuable commodity in Life, with his clock ticking fast towards his end. Ang LamPa of JAKS was the divine instrument to deliver retribution in 2018 with a huge walloping loss in return for his evil deeds in Hengyuan and Eversendai & yet he still didn't learn the lesson & contined to CON ppl in AT in 2020, Subur in 2022, KSL & Jtiasa in 2024. Maybe in his next lifetime he will be a beggar in abject penury.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Jtiasa FFB n CPO output FY25

Hoho coming QR ended December 2024 shl be deciding solely by December Output n Monthly Average Price :

An illustration on FFB output :

👉👉👉 FY25 FFB output : Oct-Nov 2024 vs Oct-Nov 2023


2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )

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


>>> An illustration on CPO output:

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


Nov 2024 : 19,896 x 5011.5 = 99.71 million

Oct 2024 : 23,013 x 4387.5 =. 100.97 million

Dec 2024 : until 12 December, Monthly Average Price is 5273 ( from Peak 5333.5 , 12/12/2024 is the Lowest: 5145.5 ) .

—

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 % .

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho just curious why this year …

Minutes of the Annual General Meetings

is still Not released yet ??? Previously is by Early December ???

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho as posted in Netx since 2020 :

Bad intentions shl bring Bad karma ..

As posted earlier:

Few days ago Price is Push Up to RM 1.53 ( same as 52w H ) from volume ard 4 million to over 150 million shares.

But the Next day .. IB PDT/PSS in Action to press down the price with over 7.4 million shares…..

Posted by Sslee > 2 weeks ago | Report Abuse

Intended Outcome
Shareholders are able to participate, engage the board and senior management effectively and make informed voting decisions at General Meetings.
Practice 13.6
Minutes of the general meeting should be circulated to shareholders no later than 30 business days after the general meeting.

Application : Applied
Explanation on application of the practice
: The minutes of the last AGM held on 30 November 2023 were uploaded to the Company’s website within 30 business days after the AGM.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Minutes of the Annual General Meetings
Date Meeting Minutes
30 Nov 2023 63rd Annual General Meeting View
26 Nov 2022 62nd Annual General Meeting View
26 Nov 2021 61st Annual General Meeting View
27 Nov 2020 60th Annual General Meeting View
28 Nov 2019 59th Annual General Meeting View
28 Nov 2018 58th Annual General Meeting View
29 Nov 2017 57th Annual General Meeting View

Posted by jjohnchew > 2 weeks ago | Report Abuse

Jaya Tiasa
https://www.jayatiasa.net › 2...PDF
JAYA TIASA HOLDINGS BERHAD

1 Dec 2023 — While CPO market price is beyond our control, we expect FFB and. CPO production volumes for the remaining quarters of FY2024 would be higher ...
17 pages·205 KB

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho waiting to upload Annual Report ke ????


Annual Report 2023
Download Annual Report 2023
Download Circular 2023
Download Corporate Governance Report 2023
Download Notice of AGM, Proxy Form and Administrative Guide
View Interactive Annual Report 2023

Minutes of the Annual General Meetings
Date Meeting Minutes
30 Nov 2023 63rd Annual General Meeting View
26 Nov 2022 62nd Annual General Meeting View

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho this is very interesting le … recalled 7 % of Revenue is from Timber ..



Posted by Patient Investor > minutes ago | Report Abuse
@Sslee @calvintaneng 
Can help to elaborate pg 142 of annual  report, it states "It is assumed that the harvested timber will be sold locally. The export of planted timber extracted 
from reforested plantation is currently suspended by the Government of Sarawak until further 
notice. In addition, the Group has not obtained the license to harvest the reforested plantation." 

So who are actually harvesting and selling the log in Jtiasa monthly production report?

-

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho no worries la …recalled there are ard 47 PDT during Pandemic 2020 … now shd be Less la …

—-

Posted by jjohnchew > 1 hour ago | Report Abuse

Hoho as posted in Netx since 2020 :

Bad intentions shl bring Bad karma ..

As posted earlier:

Few days ago Price is Push Up to RM 1.53 ( same as 52w H ) from volume ard 4 million to over 150 million shares.

But the Next day .. IB PDT/PSS in Action to press down the price with over 7.4 million shares…..

Posted by speakup > 2 weeks ago | Report Abuse

Hands up who bought cheap on Friday?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho don’t play play le … KonLe n his SCIB promotion partner i3lirrkker ( half way changed to Balian ) best in dancing Cha Cha Cha le … dancing whole day with Private Jet la n Indonesia company worth la in Capital A … then deleted all the posts … betul tak … don’t be shy if tak betul le ….🤣

Posted by speakup > 1 week ago | Report Abuse

funny thing is if Jtiasa hit rm2 many ppl here will brag they bought 1.38. LOL!

Posted by jjohnchew > 1 week 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 )

👉👉👉 FY25 FFB output : Oct-Nov 2024 vs Oct-Nov 2023


2024 Nov : 88,953 ( less 22.17 % vs 2023 Nov )

2024 Oct : 110,504 ( less 16.63 % vs 2023 Oct )

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


> > 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 on February 2024 is suitable for Hybrid Rice cultivation !

Posted by dompeilee > 1 week ago | Report Abuse

1.38 is NOT cheap anymore, esp since the old con has increased the likelihood of a double top @ $1.53. 1.15 was cheap. Jtiasa already a spent force, like chewing gum where all the flavour has been chewed OUT... Supermax, TopGlov & Harta are the bull engines for the rest of the year & 2025!

Posted by jjohnchew > 1 week ago | Report Abuse

A hidden risks : Pulau Bruit is suitable for Hybrid Rice cultivation as announced by state govt on Feb 2024 … small plantation holders may change to Hybrid Rice cultivation upon incentives n subsidies, especially during Palm trees is 19 to 25 years old !

And Rented Land might be progressively is converted to Hybrid Rice cultivation !!!

👉👉👉 “The island’s fishermen association has 1,587 registered members, while 1,004 farmers and 804 paddy growers are working in the area.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho an illustration:

>> Hybrid Rice Cultivation:

Monthly Income :
RM 6,400 / hectare/ month >>> for 5 hectares is RM 32,000 .

>>> Compared to Palm oil Plantation smallholder:

RM 20,000 to RM 30,000 per month for 5 hectares

👉 Averagely shl be Less than RM 20,000 per month !!!


👉 Felda Kota Gelanggi 1 settler, Johari A. Manaf, 81, said he is grateful because the estate he operates has shown vast improvement, as he is now able to harvest about 20 to 25 tons per month.

Based on current prices and his 5-hectare (14-acre) palm oil plantation, the report said he is now able to earn between RM20,000 to RM30,000 a month.

"Thank God, the price of oil palm has risen significantly, and we can now enjoy a better income," he said, as quoted by Kosmo."

Meanwhile, the Felda Kota Gelanggi 1 settlers head, Abd Rahman Ghani said that the average yield of oil palm for each settler is between 10 tons to 15 tons per month, with an income of around RM10,000 depending on the size of their land.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho curious on the Rented and Leased land ….

Posted by dompeilee > 1 week ago | Report Abuse

Old KON is unloading...RUNNNNNnnn b4 you become his next victim!

Posted by jjohnchew > 1 week ago | Report Abuse

>>> Sarawak aims for self-sufficiency in rice cultivation
Monday, 02 Dec 2024


KUCHING: The Sarawak government is going full steam ahead on large-scale rice cultivation, with RM1bil approved for farm infrastructure such as advanced drainage and irrigation system.

Posted by Up_down > 1 week ago | Report Abuse

No wonder Jtiasa's price momentum was so strong in the last 2 weeks. Finally, he is on the boat and we had un... hahaha

Posted by Up_down > 1 week ago | Report Abuse

Jtiasa's FFB monthly production is the most volatile in the upstream industry. It keeps haunting the investors during the low season but good news to seasonal players. In addition, market would offer lower valuation due to high production costs.

Posted by Sslee > 1 week ago | Report Abuse

Segmental Information
The financial information in respect of the Group’s business segments for the current financial
period ended 30 September 2024 is as follows:
Oil Palm Timber Others Elimination Total
RM'000 RM'000 RM'000 RM'000 RM'000
REVENUE
External 253,417 17,863 378 - 271,658
Inter segment 226,673 38,592 601 (265,866) -
Total Revenue 480,090 56,455 979 (265,866) 271,658
EBITDA 147,470 501 (1,444) - 146,527
Finance cost (837) (2,095) (20) - (2,952)
Depreciation and
amortisation (31,508) (2,329) (489) -
(34,326)
Segmental result 115,125 (3,923) (1,953) - 109,249
Group admin and
overhead cost (7,898)
Profit before tax 101,351

Oil palm
External revenue :RM 253,417,000
EBITDA : RM 147,470,000

Is that high production cost?

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho why ah Jtiasa production cost is Below RM 3000 … before the minimum wages RM 1700 …

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho infact TSH has the Lowest Production Cost due to Indonesia minimum wages is much Lower .. but TSH :

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 Up_down > 1 week ago | Report Abuse

You would have a clearer picture of the production costs after digging more information from SOP, TAAN & SwakPlnt.

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho direct from Key matter Discussed :

Posted by jjohnchew > 5 minutes ago | Report Abuse

Hoho why ah Jtiasa production cost is Below RM 3000 … before the minimum wages RM 1700 …

Posted by jjohnchew > 1 week ago | Report Abuse

Indonesia
The minimum wages have been revised in Indonesia, with effect from 01 January 2024. The monthly minimum wage in Jakarta has increased from IDR4,901,798 to IDR5,067,381.1 Jan 2024


Minimum Wage – Bali
* Valid on november 2024


Per month
Bali-province IDR2,813,672.00

👉RM 796

Minimum Wage – West Kalimantan
* Valid on november 2024


Per month
West Kalimantan-province IDR2,702,616.00

RM 764


Minimum Wage – South Kalimantan
* Valid on november 2024

Per month
South Kalimantan-province IDR3,282,812.00

RM 928


Minimum Wage – Central Kalimantan
* Valid on november 2024

Per month
Central Kalimantan-province IDR3,261,616.00


Minimum Wage – East Kalimantan
* Valid on november 2024

Per month
East Kalimantan-province IDR3,360,858.00


Minimum Wage – North Kalimantan
* Valid on november 2024

Per month
North Kalimantan-province IDR3,361,653.00

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho FY23 Mills utilisation is 50 % with 10 % outsourced FFB … FY24 is expected to be 60 % … by Direct ratio 20 % outsourced FFB … outsourcing FFB is going to be reduced due to Hybrid Rice cultivation….

Posted by jjohnchew > 1 week ago | Report Abuse

Hoho recalled KonLee posted in Pchem that inefficient Plant Shl be shut down wow ( referring to a Vietnam New Petrochemical Plant invested over USD 5.1 billion that is shut down Operations after launched for 2 weeks )..….so Jtiasa Mills with utilisation 40 % to 60 % is efficient ke ???

No wander FY24 : Impairment of Total RM 151.2 million!😱🤔

Posted by Up_down > 1 week ago | Report Abuse

Jtiasa sells CPO to Tiong's company for refinery process. I am not sure if the selling price CPO would be able to catch-up with the surge prices as reported by MPOB. According to my records, there was a big gap of selling prices between Jtiasa and MPOB from CY-3rd Qtr21 to CY- 2nd Qtr22.

Posted by jjohnchew > 1 week ago | Report Abuse

FY23 WHD is a JV / Associate company.. less than 51% shares .. So Revenue n Profit is not recorded in Operating activities.. But FY24 is a 55 % Subsidiary.. Revenue n Profit is Recorded!


👉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.


👉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.