Posted by jjohnchew > 3 weeks ago | Report Abuse

Posted by jjohnchew > 23 hours ago | Report Abuse

Hoho going down to 1.19 ke .. then lower low again at 1.15 ke …

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho now is 1.23 … not far way from 1.19 le …

Posted by Berlin > 3 weeks ago | Report Abuse

The thing about having taken some profit earlier is that you are cashed up and confident. You have a cushy buffer even down to 1.10 so 1.19 is no threat at all to your financials or your sanity.

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho u r Negative commentator in TSH against Conartist Callvin .. When u are Promoter in Jtiasa , at RM 1.10 ke ???

—-
Posted by Berlin > 37 minutes ago | Report Abuse

The thing about having taken some profit earlier is that you are cashed up and confident. You have a cushy buffer even down to 1.10 so 1.19 is no threat at all to your financials or your sanity.

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho no worries .. Mr Market always is 6 months ahead .....

Posted by Save > 3 weeks ago | Report Abuse

buying back Jtiasa, 2ndQR around 6-7sen. Divident 5-6 sen

Posted by mf > 3 weeks ago | Report Abuse

run

Posted by sohaitrader > 3 weeks ago | Report Abuse

wait johnchew disappear on I3vestor then i only look back to jtiasa .. kikikiki

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho Kon Stockraider loss naked liaw .. 1.51 .. 1.60 .. 1.80 ke … diving back to Sg Klang ke …🤣🤣🤣

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho wow 1.22 … 1.21 … 1.19 ke ???🤔

Posted by Fundamental Trader > 3 weeks ago | Report Abuse

Div Yield 4.8

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho just had a Quick Look at Jtiasa TA .. doesn’t look Good le :

MA10 1.283
BB mid 1.32

MA 200 : 1.189 ( 😱if Price is dropped below 1.189 … meaning Red signal liaw ) ..


MACD - 0.015 , - 0.014 , 0.000

Stoch RSI 0.00 3.24 …

No worries.. I am still Learning TA .. not like Ss leee own claimed TA n FA Guru in Yinson …

Half past 6 Guru Ss leee see what wave is coming ??? 🤣😂😅

Posted by jjohnchew > 3 weeks ago | Report Abuse

Jtiasa

Year 2025 main hidden risks :

1.) what Shl be FY25 Total impairment ???


FY19 :: Net Loss ( RM 275.7 million ) , with impairment of RM 215 million !😱🤔


FY20 :: Net Loss ( RM 73.5 million ) , with impairment of RM 123.1 million !😱🤔


FY21 : Net Profit RM 31.4 million , but impairment of PPE with Total RM 19.9 million !


FY22 : Net Profit RM 135.7 million , but impairment of PPE RM 177.9 million !😱🤔


FY23 : Net Profit RM 153.6 million…. but No impairment .


FY24 : Net Profit RM 140.6 million , but impairment of PPE with Total RM 151.2 million!😱🤔

👉Remarks : Total Impairment is RM 472.1 million from FY2020 to FY2024 , over 5 years .


👉 Remarks: Total Impairment is RM 687.1 million from FY2019 to FY2024 , over 6 years .😱😱😱😱

To be continue …2.)

Posted by Sslee > 3 weeks ago | Report Abuse

Donkey can't even show proof of jayatiasa latest financial report 2024 impairment of RM 151.2 million.

And still he is so thick skin to continue posting more gibberish on jayatiasa impairment.

Posted by Sslee > 3 weeks ago | Report Abuse

Repost from jaks forum:
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 ( with intention up to limit 500 MW ) …..

👉Land : 1730 acres in Terengganu is leased from TDM . Can be a 200 MW to 500 MW Solar Farm depending on Solar Panel efficiency 12 % or 18 % .

Still remember Donkey wrote above to promote jaks. And now that same donkey sing a different tune that jaks is EPCC contractor. What a joke.

4.) Current tender book exceeds RM4.0
billion, covering water and sewerage systems, flood mitigation projects in multiple states….
👉 as well as EPC roles for our renewable energy projects. ( Note : if LSS5 2000 MW EPCC tender bid is with Low / Single Digit IRR … better do EPC on construction of the Solar Plant/ Farm like Solarvest in LSS4 , EPCC and EPC from those Winners not in the Renewable Energy industry
09/01/2025 9:30 PM

Posted by Sslee > 3 weeks ago | Report Abuse

That Donkey can just create any figure to fix in his narrative. And when confront to show proof on his figures, he just repost more gibberish.

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho oh TinKosongleader Kon ss leee call his gang is DonkeyyTinKosong gang ke .. most suitable Name le …👍🤣🤣… no wander he is the Leader le :

1.) owned Claimed TA n FA Guru in Yinson .. see 5 waves is coming wow , but did not know the Waves name is EW .

2.) Shouting happily said Yinson Wave 2 is coming wow but did not know Wave 2 is Downtrend…

3.) did not understand Labour Expenses n Capex.

4.) Did not understand Corporate Structure: Group subsidiaries n associates company, Direct n Indirect and to plan Corporate Taxes. ( as Insas No corporate structure) .

5.) Did not understand Current Ratio n DE Ratio .

6.) Did not understand FCF Growth n DCF .

7.) Did not understand Jaks Financial Reports is follow IFRS ( ie Cash Flow from Investing activities rather Operating activities, as Yinson is not follow IFRS , currently Financial Reports is Operating Lease rather Finance Lease ( IFRS ).

8.) Did not understand Impairment n Depreciation .

9.) finally is cannot read n understand Financial Reports such as Jtiasa Annual Reports on Impairments.

10.) as usual a DonkeyyTinKosongLeader Kon ss leee is thick skin , best in Pretending n Twisting shamelessly…

—-

Posted by Sslee > 1 hour ago | Report Abuse

Donkey can't even show proof of jayatiasa latest financial report 2024 impairment of RM 151.2 million.

And still he is so thick skin to continue posting more gibberish on jayatiasa impairment.

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho I am also posted Jaks tendered LSS5 200 MW RM 800 million.. as LSS5 2000 MW EPCC RM 7.2 billion… is the bid rate is getting Lower or Higher ….

.. 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 jjohnchew > 3 weeks ago | Report Abuse

Hoho still a DonkeyyTinkosongLeader Kon ss leee :

9.) finally is cannot read n understand Financial Reports such as Jtiasa Annual Reports on Impairments.

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho copied from Jaks :

Posted by jjohnchew > 10 hours ago | Report Abuse

Hoho copied from Yinson:

Posted by jjohnchew > 18 hours ago | Report Abuse

Hoho as said Gameplay’s in Solar RE industry is different liaw …better do EPC construction contract liaw …


👉 TNB among LSS5 winners, bags 500MW solar farm project in Kedah
By theedge
26 Dec 2024, 06:27 pm


Aside from the highly sought after LSS awards, the government last year also announced efforts to support the development of solar parks in the country under the National Energy Transition Roadmap (NETR).

This is led by TNB, via five 100MW solar parks in different locations in the country, and another 1GW under Khazanah Nasional Bhd through UEM Group.

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho copied from Jaks :

Posted by jjohnchew > 10 hours ago | Report Abuse

Hoho copied from Yinson:

Posted by jjohnchew > 17 hours ago | Report Abuse

Hoho just TNB n UEM total Solar RE projects is 500 + 5 x 100 + 1000 =2,000
MW .. equivalent to LSS5 2000 MW , EPCC RM 7.2 billion.. EPC construction is ard RM 5.0 billion ..

Posted by jjohnchew > 3 weeks ago | Report Abuse

Hoho copied from Jaks :

Posted by jjohnchew > 10 hours ago | Report Abuse

👉👉 No wander Analyst said since LSS1 to LSS3 , LSS4 tender rate is the most competitive n getting Lower … the IRR is expected to be Low Single Digit.

👉👉👉 Jaks still need LSS4 50MW project as it shl provide recurring “ Revenue “ n Profit over 25 years … is 100 % Financing: EPCC RM 200 million … Loans with Overdraft facility is RM 220 million.



LSS5 2000 MW EPCC RM 7.2 billion….Tender is even more competitive.. bid rate is even Lower than LSS4 …better opt for EPC construction contract from the Winners as What Solarvest did in LSS4 .

The LSS5 2000 MW shortlisted companies did not included Jaks , Solarvest, Gading Kencana and Sunview .

These 4 companies are LSS4 n CGPP Winners…

Posted by jjohnchew > 3 weeks ago | Report Abuse

Jtiasa

Year 2025 main hidden risks :

1.) what Shl be FY25 Total impairment ???


FY19 :: Net Loss ( RM 275.7 million ) , with impairment of RM 215 million !😱🤔


FY20 :: Net Loss ( RM 73.5 million ) , with impairment of RM 123.1 million !😱🤔


FY21 : Net Profit RM 31.4 million , but impairment of PPE with Total RM 19.9 million !


FY22 : Net Profit RM 135.7 million , but impairment of PPE RM 177.9 million !😱🤔


FY23 : Net Profit RM 153.6 million…. but No impairment .


FY24 : Net Profit RM 140.6 million , but impairment of PPE with Total RM 151.2 million!😱🤔

👉Remarks : Total Impairment is RM 472.1 million from FY2020 to FY2024 , over 5 years .


👉 Remarks: Total Impairment is RM 687.1 million from FY2019 to FY2024 , over 6 years .😱😱😱😱

To be continue …2.)

Posted by Sslee > 3 weeks ago | Report Abuse

Still more gibberish and slanders except show proof where he get the figures:

FY24 : Net Profit RM 140.6 million , but impairment of PPE with Total RM 151.2 million!😱🤔

Posted by Sslee > 3 weeks ago | Report Abuse

When push comes to shove that donkey has no hesitation to throw his former ally ks55 and felix under the bus to save his own skin.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Posted by jjohnchew > 9 hours ago | Report Abuse

Hoho still a DonkeyyTinkosongLeader Kon ss leee :

9.) finally is cannot read n understand Financial Reports such as Jtiasa Annual Reports on Impairments.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho twisting twisting twisting is the Kon tricks as usual :

1st Lies :


Hoho wow Kon ss leee is an “ Attention Seeker “ .., approached my Question 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 Kon 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 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 no wander le after Loss in Delisted Xingquin on September 2019 ( even oredi knew in Account Fraud) .. became Kon in Netx on 2020 ..skin is getting thick n thicker le ..

Posted by jjohnchew > 2 weeks ago | Report Abuse

Posted by jjohnchew > 16 hours ago | Report Abuse

Hoho just had a Quick Look at Jtiasa TA .. doesn’t look Good le :

MA10 1.283
BB mid 1.32

MA 200 : 1.189 ( 😱if Price is dropped below 1.189 … meaning Red signal liaw ) ..

Posted by Save > 2 weeks ago | Report Abuse

再下来一点 1.15 更妙， trader cut loss, 市场出清，smart money collect all

Posted by jjohnchew > 2 weeks ago | Report Abuse

Year 2025 main hidden risks :

1.) what Shl be FY25 Total impairment ???


FY19 :: Net Loss ( RM 275.7 million ) , with impairment of RM 215 million !😱🤔


FY20 :: Net Loss ( RM 73.5 million ) , with impairment of RM 123.1 million !😱🤔


FY21 : Net Profit RM 31.4 million , but impairment of PPE with Total RM 19.9 million !


FY22 : Net Profit RM 135.7 million , but impairment of PPE RM 177.9 million !😱🤔


FY23 : Net Profit RM 153.6 million…. but No impairment .


FY24 : Net Profit RM 140.6 million , but impairment of PPE with Total RM 151.2 million!😱🤔

👉Remarks : Total Impairment is RM 472.1 million from FY2020 to FY2024 , over 5 years .


👉 Remarks: Total Impairment is RM 687.1 million from FY2019 to FY2024 , over 6 years .😱😱😱😱

To be continue …2.)


2.) 10 % to 20 % Mill utilisation is outsourcing FFB .

Starting 2025 , MPOC shl carry Spot Check on Outsourcing FFB buyers’ weight machine n reports to prevent malpractices as reported by smallholders .

To be continue.. 3.)


3.) FFB Production Output is Reducing:

👉> 2002 started diversified into Plantation :

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 %

> Compared 2024 July- September to 2019 is reduced by - 19.4 % .

To be continue.. 4.)

Posted by Sslee > 2 weeks ago | Report Abuse

The Company wishes to announce the crop and logs production of the Group for the month of December 2024 as follows:

Product Production
Fresh Fruit Bunches 91,356 metric tonnes
Crude Palm Oil 19,529 metric tonnes
Palm Kernel 4,204 metric tonnes
Logs 6,508 cubic metres


This announcement is dated 10 January 2025.

Posted by Save > 2 weeks ago | Report Abuse

December palm oil stock level 1,708,747, drop 7%, Export drop 10% MoM
https://bepi.mpob.gov.my/index.php/summary-2/320-2024/1187-summary-of-the-malaysian-palm-oil-industry-2024

Posted by Save > 2 weeks ago | Report Abuse

Based on Mr Lee posting, December FFB increase 3% MoM, FCPO rebounding above MAV200 after testing yesterday

Posted by Sslee > 2 weeks ago | Report Abuse

Based on
Oct ASP CPO 4146 PK 2773
Nov ASP CPO 4739 PK 3590
Dec ASP CPO 5055 PK 3778
Revenue
Oct (23,013X4146 + 5192X 2773) RM 109,694,249
Nov (19,896X4739 + 4330X 3590) RM 109,831,844
Dec (19,529x5055+ 4202x3778) RM 114,594,251

If quarter end 31/12/2024 able sold 50 million from inventories then Revenue for the quarter RM 384.12 million
EBITDA will be about 384.12x147.5/253.4 = RM 223.6million
PAT about 384.12×101.35/271.65= RM 143.3 million

Note:
30/09/2024 30/06/2024
RM'000 RM'000
Current Assets
Inventories 106,615 : 48,662

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

Posted by jjohnchew > 2 weeks ago | Report Abuse

Jtiasa CPO

An illustration :

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

Dec 2024 : 19,529 x 5119.5=. 99.98 million

Nov 2024 : 19,896 x 5011.5 = 99.71 million

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


Average QR CPO Average Price = 4839.5

> Total = RM 300.66 million

👉Increased by 7.92 % Q to Q ..

> Total Output = 62,438 tons.

👉CPO Production Output is Reduced by 10.11 % Q to Q …

—

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

> Total Output = 69,463 tons.

Posted by dompeilee > 2 weeks ago | Report Abuse

So many nice-looking statistics, BUT inferior price action, like that of a speculative strictly-for-trading-only stock! Conversely, my Jasa Kita, with supposedly ZERO business, can return 53% in capital gains & a further 32% in dividend yield for those lucky enough to be holding at 14c like me...😆

Only PRICE PAYS!

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Jtiasa risk is Total impairments only be shown by Annual Report…

Posted by Sslee > 2 weeks ago | Report Abuse

Are you of sound mind to imply that impairment do not need to report in quarterly financial report but only shown by Annual Report?

Who are you trying to kid, donkey?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Posted by jjohnchew > 17 hours ago | Report Abuse

Hoho still a DonkeyyTinkosongLeader Kon ss leee :

9.) finally is cannot read n understand Financial Reports such as Jtiasa Annual Reports on Impairments.

Posted by Berlin > 2 weeks ago | Report Abuse

Looking at the 2QFY2025 production and the high CPO prices for that quarter, there is little doubt it will be a set of scintillating results for JTiasa and with it, a generous dividend payout. Moderating CPO prices going into 2025 is expected and not a threat if maintained above RM4k. What's not to like about JTiasa still?

Posted by Save > 2 weeks ago | Report Abuse

Wah! Checked FCPO,. seems like drawing a bullish engulfing candlestick at bottom above MAV200

Posted by jjohnchew > 2 weeks ago | Report Abuse

惠誉:明年棕油平均价达3576令吉
2024年12月30日


（吉隆坡30日讯）惠誉评级机构（Fitch）将2025年棕油平均价格预测上修至每吨800美元（约3576令吉），但预计之后价格将滑落至每吨700美元（约3127令吉）。

该机构在报告中指出，上调的主要原因，是为了反映全球最大棕油生产国——印尼的产量反弹放缓，以及当地生物柴油消耗增加。


惠誉评级机构原先对2025年平均价格预测为每吨750美元，之后为每吨650美元。


“尽管上调了价格，但按我们的假设，在供应增加以及与大豆油的竞争下，棕油价格将从今年开始走弱。”

回看本月初，由于收成受到暴雨影响，印尼与大马产量皆有所下降，推高原棕油价格飙升至每吨1200美元以上。


尽管之后价格出现回调，但今年迄今，棕油平均价格为每吨925美元，比去年的高出10%。

展望未来，随着拉尼娜气候的结束，惠誉评级机构预计，明年棕油产量将反弹。
“温和的天气应通过更好的降雨量提高棕油产量，且不会造成洪水破坏

Posted by Save > 2 weeks ago | Report Abuse

https://theedgemalaysia.com/node/740533
Market Dec production drop 8% but Jtiasa FFB up 3% which is remarkable!

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho CPO Production output is dropped by 1.85 % month to month.

Dec 2024 : 19,529

Nov 2024 : 19,896

Posted by Save > 2 weeks ago | Report Abuse

Sorry gto compare palm oil production with FFB production. if compare the same, market palm oil production drop 8% MoM but Jtiasa only drop 2%, which is also remarkable

Posted by jjohnchew > 2 weeks ago | Report Abuse

Posted by jjohnchew > 8 hours ago | Report Abuse

Year 2025 main hidden risks :

2.) 10 % to 20 % Mill utilisation is outsourcing FFB .

Starting 2025 , MPOC shl carry Spot Check on Outsourcing FFB buyers’ weight machine n reports to prevent malpractices as reported by smallholders .

Posted by jjohnchew > 2 weeks ago | Report Abuse

Year 2025 main hidden risks :

4.) Pulau Bruit is identified suitable for Hybrid Rice cultivation by Sarawak government on February 2024 .

Hoho 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 ….only on Mill .

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

👉 Question: what a coincidence le Pulau Bruit is announced suitable for Hybrid Rice cultivation on February 2024 !

Posted by Sslee > 2 weeks ago | Report Abuse

Repost:
Haha hoho Mike/John when confront to prove his figures and facts he will just continues and repeatedly repost his fake figures and facts aka gibberish/slander without even having a sense of malu nor owning up to his mistakes

Mike/John is indeed the most shameless forumer without any moral value i ever seen ! 😂😂😂

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho copied from Yinson:

Posted by jjohnchew > 2 hours ago | Report Abuse

Hoho so far on those debated Kon :

1.) Stockraider - disappeared ( Ssleee promotion partner in Netx n Insas )

2.) i3lurker - disappeared ( Ssleee promotion partner in SCIB )

3.) duitKWSPkita - disappeared

4.) BobAxelrod - disappeared


5.) Calvin is in Next since 2020 , after he replied my call happily retired , ran Road for 3 months on December 2020 …Returned on March 2021 after Plantation Group is recruited by Wendy .

6.) Ssleee in Next since 2020 .. more on 2021 onwards…