JAYA TIASA HOLDINGS BHD
KLSE (MYR): JTIASA (4383)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
1.29
Today's Change
-0.01 (0.77%)
Day's Change
1.27 - 1.30
Trading Volume
3,525,500
Changes
| Ann. Date | Date | Type | Name | Title | View |
|---|
Discussions
17 people like this. Showing 50 of 15,827 comments
Date Price Open High Low Volume
2024-12-20 1.29 1.30 1.33 1.28 6,023,700
2024-12-19 1.32 1.33 1.35 1.30 9,006,200
2024-12-18 1.35 1.39 1.40 1.34 11,934,600
2 days ago
Hoho Jaks Vietnam JV Power Plant 1200 MW EPCC RM 8.7 billion…even has Government guarantee (GGU) :
Government guarantee (GGU)
* The GGU provides Vietnam Government Guarantee on all payment obligations of MOIT under the BOT contract and the EVN under the PPA.
* The guarantee on PPA is for 18 years from COD, and the full term of the BOT in the case of MOIT.
* Guarantor shall also pay interest on any sums outstanding.
* GGU also guarantee USD currency conversion and right to remit
* repayment of principal, interest, etc under financing document
* quarterly and annually profit distribution to JPP
* repayment of charter capital
* any expenses due to contracts goods imported
* any expenses due to foreign service contracts
* any payment that are due in foreign currency
2 days ago
Hoho as posted earlier, Serba story teller buy what u Not Understand:
Posted ard early 2023 that his investing fund is RM 59 million… increased from RM 27 million.
I am posted recall his Top 4 list screenshot on ard March 2021 , Total is ard RM 100 million…his replied is due to Margin wow ….
His investing strategy is swapping fund on the individual stocks portfolio … like Harta promoted on early 2022 at RM 5.80 … after dividend n average down , recently with some Profit !!!
Can swapping investing funds to push up Jtiasa again ke ?
1.) Pchem — cannot le , still in Loss .
2.) Yinson —- after bonus issue 1 to 1 … still in Marginal Loss .
3.) Harta —- will not le as 2025 is Glove theme … esp 2nd Half after US policy is clear .
4.) QL —— Maybe … after 2 round Bonus issue..with Profit .
“ Damn “ guy , I had tried my best effort oredi … u had not thanks him le .Cheers on yr Profit , happy investing.
2 days ago
Hoho this is interesting:
马交所要求上市公司 采用IFRS永续披露标准
2024年12月23日
吉隆坡23日讯）配合国家永续发展报告框架（NSRF）的推行，大马交易所修订了上市公司的永续报告框架要求，需采用IFRS永续披露标准。
1 day ago
aiya as long as KYY in plantation .. sure wont rise up so easy one .. let him cut loss first ..
1 day ago
IB and old birds are eying on old uncle tricks and harvest him again and again. Without OTB, he has become toothless.
1 day ago
if i am Mr kyy .. i wont be so gei bo ji to inform all d investor that i have all in in jtiasa... 闷声发大财啊 ！
1 day ago
At his age KYY is an easy target for scam job. After wasted so much money on stocks set up by insiders/pump and dump syndicate KYY is now a pale shadow of his former self.
He should has quit investment or recommend any stock as nowadays many taken it as when KYY ask you to buy, his only intention is trying to sell high his holding to you
1 day ago
Karma is a b-itch. At his advanced age, KYY should know better but his super ego won't let him quit.
1 day ago
Koon Y Yin = Shamelessly cheating ikan bilis since 2014[at the very least]. No integrity, no conscience, NO luck!
1 day ago
Jtiasa vs SwkPlnt Total Assets :
Jtiasa :
>>> Recap some hidden risks :
1.) Total Assets is reduced :
FY2019 : RM 2406 million
2023 : RM 1955 million ( - 451 million )
2024 : RM 1979 million ( + 24 million )
👉👉Is reduced by RM 427 million from FY 2019 to 2024 , ie : over 5 years .
2.) FY24 : Impairment of Total RM 151.2 million!😱🤔
👉👉👉QR September 2024 : RM 1969.6 million
3.) >>> New CEO is appointed on July 2021 internally from RH group !
Prior to his appointment as CEO, Dato’ Jin was the Chief Operations Officer of
Rimbunan Hijau Group based in Sibu Headquarter since 2019. 👉 He became the Chief Executive Officer of Rimbunan Sawit Berhad from July 2015 until the end of 2018.
Direct % : 0.013 as on 22/9/2024
4.) 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 to Sarawak Plantation :
FY2018 : RM 854.7 million ( Liabilities: RM 319 million)
2023 : RM 956 million ( Liabilities: RM 213.3 million)
👉👉Is Increased by RM 101.3 million from FY 2018 to 2023 , ie : over 5 years .
👉👉👉 QR March 2024 : RM 964.8 million ( Liabilities: RM 203 million) .
1 day ago
My LAST, & only United States stock purchase in the last 4 months, Xerox[re-purchased @ US$8.6616 on the 18th after the last exit @ US$18.54 on 12 Aug '22], jumps 12.63% on announcing a $1.5 bil acquisition of Lexmark! A rousing final fanfare to conclude a most satisfying 2024!
https://theedgemalaysia.com/node/738763
1 day ago
wait KYY post article and talking bad about plantation first haha then only consider enter back .. some more US market maybe in peak .. so please spare out some cash ..
1 day ago
Hoho New CEO is appointed on July 2021 internally from RH group !
Prior to his appointment as CEO, Dato’ Jin was the Chief Operations Officer of
Rimbunan Hijau Group based in Sibu Headquarter since 2019. 👉 He became the Chief Executive Officer of Rimbunan Sawit Berhad from July 2015 until the end of 2018.
Direct % : 0.013 as on 22/9/2024
👉👉👉 Rsawit:
FY2016 : Loss RM 61.8 million
FY2017 : Loss RM 119.2 million
FY2018 : Loss RM 143.9 million
>>>
2020 : sold 4698.2 hectares land for RM 85 million .
2023 : sold 9935 hectares land for RM 165 million.
1 day ago
Hoho just curious le , why the ex CEO is Resigned ?
FY2018 to FY2020 is in Loss , but FY2021 is Profit RM 31.4 million…
1 day ago
KUALA LUMPUR (Dec 23): The Energy Commission (EC) was to inform winners of the fifth large scale solar bidding round (LSS5) beginning Monday, following nine months of deliberation since it was opened in April this year.
In a statement, the EC said the bids have already been reviewed for the projects totalling 2,000 megawatt (MW), which are slated for commercial operations in stages in 2026 and 2027.
However, unlike past practices, the commission did not reveal the list of winners in the statement, nor the range of the winning bids.
1 day ago
Posted by Up_down > 18 hours ago | Report Abuse
IB and old birds are eying on old uncle tricks and harvest him again and again. Without OTB, he has become toothless.
-------------------
Posted by dompeilee > 16 hours ago | Report Abuse
Koon Y Yin = Shamelessly cheating ikan bilis since 2014[at the very least]. No integrity, no conscience, NO luck!
-------------------
I always keep my silence on Mr Koon.
As far as I am concerned, I will not badmouth him and I always avoid him even he is attacking me in I3.
I am a grateful person, I always remembered he had helped me to make a lot of money from 2014 to 2020.
I recommended many good stocks during that period, he invested heavily on the stocks I recommended, the share price went up north rapidly and we made a lot of money.
Mr Koon is not happy with me when many readers in I3 made the remarks that I recommended many good stocks for him to invest and help him to make a few hundred million in KLSE.
Mr Koon has an ego problem, he felt that he is a super investor.
He started to attack me in I3 and our relationship become sour.
I stop to help him after many attacks.
There is a shameless liar badmouth me that I attacked Mr Koon.
Please do not badmouth me that I talked bad about Mr Koon.
I am a sincere and grateful person, I did not attack Mr Koon in I3.
Mr Sslee can be my witness.
Thank you.
1 day ago
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 ???
Hoho will it be like TDM case ? During MFRS standard on 2019 … TDM with new auditor on 2019 , rectified the Mis-location issues, FY2019 is in Huge Loss , rectified FY2018 from Profit to Loss …. FY2020 to FY2022 is incurred Losses..
>>>
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.
1 day ago
Hoho Repost :
The LSS4 projects’ daily compensation for delayed COD would range from RM50,000 to RM250,000, based on the awarded capacity of between 10mw and 50mw per project.
For previous LSS awards, there has been enforcement of liquidated ascertained damages, with some players having to pay several million ringgit as a result of COD delays.
Fadillah stresses that the government had already allowed variations to the contract terms of the LSS4 projects during the pandemic when things were tough.
“Taking into consideration the challenges faced after the Covid-19 global pandemic, the government has extended the COD deadline for LSS4 players to Dec 31, 2023 (the initial COD varies from middle of 2023 to end of 2023) and has approved four additional years of power purchase agreement (PPA) period (PPA period increased from 21 to 25 years).
The LSS4 programme saw 30 winning bidders in total, comprising 10 projects of 50mw each, and 20 projects of between 10mw and 29.99mw.
Channel checks found that about a third of the LSS4’s entire awarded capacity of 823mw has yet to come online. Among those who have achieved COD, several of have missed the end-2023 deadline by between several days and a month.
At least two developers — Gopeng Bhd, which has a 50mw LSS in Gopeng, Perak and Sharp Ventures Sdn Bhd, with a 50mw LSS in Klang, Selangor — had officially made a request to the Energy Commission (EC) for the extension prior to this. It is understood that at least eight companies are seeking extensions.
Among companies that have completed their LSS4 projects are MK Land Holdings Bhd in Kerian, Perak in August 2023 (10.95mw), JAKS Resources Bhd in Nibong Tebal, Penang in August 2023 (50mw), Tenaga Nasional Bhd’s second LSS in Bukit Selambau, Kedah in December 2023 (50mw), Solarvest Holdings Bhd (three projects totalling 50mw) and Ranhill Utilities Bhd in Bidor, Perak just last week on Feb 7 (50mw).
Other listed companies that have yet to announce the COD of their LSS4 projects include Reneuco Bhd (formerly KPower Bhd) (50mw), Uzma Bhd (50mw) and Advancecon Holdings Bhd (26mw).
Listed companies with LSS4 projects
COMPANY MW COD
ACHIEVED
JAKS Resources Bhd 50 Yes
Ranhill Utilities Bhd 50 Yes
Tenaga Nasional Bhd 50 Yes
MK Land Holdings Bhd 10.95 Yes
Solarvest Holdings Bhd 25 Yes
Solarvest Holdings Bhd 13 Yes
Solarvest Holdings Bhd 12 Yes
Tan Chong Motor Holdings Bhd, APM
Automotive Bhd, Warisan TC Holdings Bhd 20 Yes
Gopeng Bhd 50 -
Reneuco Bhd 50 -
Uzma Bhd 50
Advancecon Holdings Bhd 26 -
COMPANY FILINGS, NEWS REPORTS
1 day ago
THE ED
LSS4 is very challenging for most players, due to the cost of materials and equipment, [the rise in] interest rates and forex [fluctuations] post-Covid. It really tested the developers’ strength and capabilities to complete [their respective projects],” he adds.
LSS4’s tariffs are at very competitive levels of between 17.68 sen/kWh and 24.81 sen/kWh, in view of panel prices declining to around US$0.20 per watt during the bidding process in 2020.
1 day ago
Hoho so far as I had study the LSS5 bidder comments .
As on LSS4 .. Solarvest is more on EPC ... n On Current CGPP project , it’s PP only able to raise half on the Targeted funding .
👉LSS5 2000 MW Solar Tender:
1.) Saimaden :100 MW tender .
2.) Jaks : 200 MW tender ( intention up to 500 MW ) . Land : MOU with TDM group to lease 1730 acres in Terengganu.
3.) Solarvest : 500MW initiatives ??
4.) Gading Kencana ?
1 day ago
Hoho Jaks CGPP :
👉 With reference to the above, the Company is pleased to enclose the press release in conjunction with the successful bid for a 29.99MW solar photovoltaic project under the Corporate Green Power Program by JAKS Solar Power Sdn Bhd, a wholly owned subsidiary of JAKS, together 👉👉👉with its consortium partners, Ann Joo Green Energy Sdn. Bhd. and Fabulous Sunview Sdn. Bhd.
This announcement is dated 9 August 2023.
1 day ago
Hoho this is interesting le … no worries..next month shl post Negative comments in YTLpower forum le .
Are u Left or Right bodyguard ???
Posted by Collin Soo > 17 minutes ago | Report Abuse
@jjohnchew, it is JTIASA forum, why you post JAKS here?
CollinSoo
CollinSoo | Joined since 2014-03-23
Investing Experience -
Risk Profile -
Summary
Total comments
896
Past 30 days
2
Past 7 days
2
Today
1
Stock: [JAKS]: JAKS RESOURCES BERHAD
2021-09-05 17:15 | Report Abuse
Tomorrow is very interesting
Stock: [JAKS]: JAKS RESOURCES BERHAD
2021-08-31 17:01 | Report Abuse
Look like cup and handle formation
Stock: [JAKS]: JAKS RESOURCES BERHAD
2021-08-31 17:00 | Report Abuse
Look like cup and handle formation
1 day ago
Hoho is YTLpower PowerSeraya is no longer the appointed RE import agent ? No wander the agreement with TnB on the trial run RE 100 MW to Singapore is Not Happening le ???
Btw PowerSeraya 2 PowerPlant in Singapore, total 2920 MW r going to be shut down due to Service Life by 2026 to 2030 le .
PUTRAJAYA, 9 December 2024 – The first phase of Cross-border
Renewable Energy (RE) trading from Malaysia to Singapore with a total
capacity of 50MW is set to commence in December 2024. A signing
ceremony for the Renewable Energy Supply Agreement (RESA) between
Tenaga Nasional Berhad (TNB) and Sembcorp Power Pte Ltd (Sembcorp
Power), was held today at the Ministry of Energy Transition and Water
Transformation (PETRA), witnessed by representatives from both
governments.
This pioneering supply of green electricity from Malaysia to Singapore
follows a bidding process conducted by the government through Energy
Exchange Malaysia (ENEGEM) in June 2024. The ENEGEM enables the
purchase and delivery of green electricity from Malaysia’s power supply
system to Singapore through a competitive auction process. TNB, as the
national utility company, will supply the electricity to Singapore through
Sembcorp Power utilising the existing interconnection network between the
two countries.
1 day ago
Hoho YTLpower le :
2.) Wessex Water :
FY 2022-23 incurred Losses since FY 18-19 ..
Over the next 5 years need to pump in Huge Capex ard RM 20 Billion as Ofwat requirements.
Current is Profit due to Tariff hike …
1 day ago
Hoho YTLpower le :
3.) Kulai Green DC park 500 MW
Only 1 tenant since 2022 .. Sea Ltd which is a consortium partner of Ytl for a Digital Bank license awarded on 2022 .
Out of the 5 Digital Bank licenses.. 3 Digital Banks are Operating while Sea Ltd is only expected to be Operating in 2025 .
Current Land area only able to generate 158 MW as 👉 275 acres for Data Center .
Sea Ltd only taking up 8 MW .
1 day ago
Hoho no worries la … YTLpower price had been pressed down below RM 0.90 over 10 years… it’s B.Graham Number is 3.81 ( within the 2 conditions) before Net Profit n Price is Gap Up .
1 day ago
Hoho no worries la … as posted in YTLpower.. price shl not be up above RM 4.60 again …
1 day ago
Hoho why yr Master can said Hiaptek is no longer Ms Universe in other forum le ..🤣🤔
1 day ago
Hoho no worries le .. u bodyguards want to play flag .. Shl play play together by next month lo … learned from YTLp, will not retaliate on your abusive threads with abusive contents… u knew why the Left bodyguard is being suspended also .
1 day ago
Hoho it is interesting lo to read the posts of yr Master n Mr Kyy that yr Master will not be friend anymore if he posted the Negative comments… this is open public investing forum le .
1 day ago
Hoho btw why yr Master promoting forum always had similar id/ abusive id to post abusive n unethical contents??? As I posted , recently there r 2 groups… another group is KonLee TinKosongkonPet …
1 day ago
Energy Commission says LSS5 bids finalised but mum on winners:: https://theedgemalaysia.com/node/738790
Posted by Sslee > 4 hours ago | Report Abuse
KUALA LUMPUR (Dec 23): The Energy Commission (EC) was to inform winners of the fifth large scale solar bidding round (LSS5) beginning Monday, following nine months of deliberation since it was opened in April this year.
In a statement, the EC said the bids have already been reviewed for the projects totalling 2,000 megawatt (MW), which are slated for commercial operations in stages in 2026 and 2027.
However, unlike past practices, the commission did not reveal the list of winners in the statement, nor the range of the winning bids.
23 hours ago
FCPO 4530 @3pm. when the prices drop only bargain hunting by foreign importers kicked in.
(Trading Economics: Malaysian palm oil futures dropped below MYR 4,550 per tonne following a strong rally in the previous session, pressured by weaker export estimates. Cargo surveyors reported that Malaysian palm oil product shipments fell by 7.6% to 8.3% during the first 20 days of December, compared to the same period in November. Additionally, market activity was subdued ahead of the holidays. However, losses were limited by optimism that demand from China, a key consumer, would increase in anticipation of the Lunar New Year in late January. In Indonesia, the world’s top producer, the B40 biodiesel mandate will be launched in January, an increase from the current B35. Furthermore, Jakarta has raised the export levy on crude palm oil to 10%, up from the previous 7.5%, to support higher biodiesel subsidies. Market trading operations will resume on Thursday, following a break on Wednesday for Christmas Day.)
23 hours ago
With his shenannigans called OUT, old man now cannot run easily as JTiasa price is likely to undergo a slow ROT back to $1 especially if CPO price breaks 4,500 !
20 hours ago
CPO at RM 4500 per MT is a very good price.
Repost:
Quarter end 30/9/2024 with CPO ASP of RM 3935 and PK RM 2452 the Oil Palm Reveue : RM 253,417,00 and EBITDA RM 147,470,000
That is a very good earning margin.
Based on
Oct ASP CPO 4146 PK 2773
Nov ASP CPO 4739 PK 3590
Revenue
Oct (23,013X4146 + 5192X 2773) RM 109,694,249
Nov (19,896X4739 + 4330X 3590) RM 109,831,844
Dec
Note:
30/09/2024 30/06/2024
RM'000 RM'000
Current Assets
Inventories 106,615 : 48,662
So next quarter if Jayatiasa managed to sell its inventories then the result will be a record breaking quarter Revenue, EBITDA and PBT.
20 hours ago
Jtiasa vs SwkPlnt , Kimloong n SuburTiasa Total Assets:
Total Assets Summary illustration:
Jtiasa : 👉👉Is Reduced by RM 427 million from FY 2019 to 2024 , ie : over 5 years .
SwkPlnt: 👉👉Is Increased by RM 101.3 million from FY 2018 to 2023 , ie : over 5 years .
Kimloong: 👉👉Is Increased by RM 274.1 million from FY 2019 to 2024 , ie : over 5 years .
SuburTiasa : 👉👉Is Increased by RM 31.9 million from FY 2019 to 2024 , ie : over 5 years . ( note : under same RH Group with Jtiasa)
>>>>>>
Jtiasa :
>>> Recap some hidden risks :
1.) Total Assets is reduced :
FY2019 : RM 2406 million
2023 : RM 1955 million ( - 451 million )
2024 : RM 1979 million ( + 24 million )
👉👉Is reduced by RM 427 million from FY 2019 to 2024 , ie : over 5 years .
2.) FY24 : Impairment of Total RM 151.2 million!😱🤔
👉👉👉QR September 2024 : RM 1969.6 million
3.) >>> New CEO is appointed on July 2021 internally from RH group !
Prior to his appointment as CEO, Dato’ Jin was the Chief Operations Officer of
Rimbunan Hijau Group based in Sibu Headquarter since 2019. 👉 He became the Chief Executive Officer of Rimbunan Sawit Berhad from July 2015 until the end of 2018.
Direct % : 0.013 as on 22/9/2024
4.) 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 to Sarawak Plantation :
FY2018 : RM 854.7 million ( Liabilities: RM 319 million)
2023 : RM 956 million ( Liabilities: RM 213.3 million)
👉👉Is Increased by RM 101.3 million from FY 2018 to 2023 , ie : over 5 years .
👉👉👉 QR March 2024 : RM 964.8 million ( Liabilities: RM 203 million) .
>>> Compared to Kimloong Plantation :
2019 July : RM 996.2 million ( Liabilities: RM 172.3 million)
2024 July : RM 1270.3 million ( Liabilities: RM 249.2 million)
👉👉Is Increased by RM 274.1 million from FY 2019 to 2024 , ie : over 5 years .
>>> Compared to SuburTiasa Plantation :
2019 October : RM 1454.4 million ( Liabilities: RM 894.9 million)
2024 September: RM 1486.3 million ( Liabilities: RM 841.6 million)
👉👉Is Increased by RM 31.9 million from FY 2019 to 2024 , ie : over 5 years .
17 hours ago
》〉Hoho a very interesting finding during I am study on SuburTiasa total assets :
I had read a SuburTiasa forumer posted on 2022 that Mr Kyy recommended SuburTiasa at RM 2.00 … now Price is RM 1.16 ( 2022 April is Peak RM 2.40 , RM 1.16 on June 2022 ) .
This round on Jtiasa pushed the Price from RM 1.42 to RM 1.53 from Volume 4.0 million to 15.1 million.
👉( Note : the Day before pushed up to RM 1.53 >>> Trading Volume : 14.2 million, Price range : RM 1.38 to RM 1.49 .
Before he promoted Jtiasa… he mentioned MHC , then THplant .
一個人最好的活法 : 上半生拿得起， 下半生放得下.
17 hours ago
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 ) .
👉👉👉 Updated on 20/12/2024 :
19/12/2024 is the Lowest : 4742.5 )
—
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 % .
17 hours ago
Will start collecting again if fall below 1.20
John-no ball need to work harder to push down the price
Many thanks in advance.
6 hours ago
Hoho u can’t remember u posted the banana tree cannot grow Up oredi ! 🤣
—-
—-
Posted by Sslee > 1 hour ago | Report Abuse
Will start collecting again if fall below 1.20
John-no ball need to work harder to push down the price
Many thanks in advance
4 hours ago
@sslee@
Base on what your posting, if we assume:
Dec 24 FFB drop by 10%, and assume revenue also drop 10% to Rm100mil..
So, total revenue for coming Q (Oct -Dec) Will be about rm320mil + rm60mil (inventory) =Rm380m.
Then the EBITA will be Rm 220mil and PAT will be Rm100mil+.
So, July to Sept 24 is RM 77mil + Oct-Dec24 Rm100mil = half year will PAT will be rm177mil ? This has surpassed last year full year earning loh..
Achievable ? So good ?
If can achieve and give more dividend, more funds will be coming in. Now I see that alliance funds has 30mil + and cold eye has 12mil shareholding.
————————————————————-
CPO at RM 4500 per MT is a very good price.
Repost:
Quarter end 30/9/2024 with CPO ASP of RM 3935 and PK RM 2452 the Oil Palm Reveue : RM 253,417,00 and EBITDA RM 147,470,000
That is a very good earning margin.
Based on
Oct ASP CPO 4146 PK 2773
Nov ASP CPO 4739 PK 3590
Revenue
Oct (23,013X4146 + 5192X 2773) RM 109,694,249
Nov (19,896X4739 + 4330X 3590) RM 109,831,844
Dec
Note:
30/09/2024 30/06/2024
RM'000 RM'000
Current Assets
Inventories 106,615 : 48,662
So next quarter if Jayatiasa managed to sell its inventories then the result will be a record breaking quarter Revenue, EBITDA and PBT.
1 hour ago
Speaking some of the funds, asking why they don’t buy now as the price is so cheap, they tell me they are waiting for earning and dividend to be confirmed. They want certainty, earning and dividend. They are ok to bit higher price, what they want is certainty of earning and dividend. Now we only see alliance funds and cold eye started to buy only.
Let’s see how the earning and dividend coming Q..
1 hour ago
Post a Comment
Featured Posts
Introducing MY's First IPO Fund for Sophisticated Investors!
New Update. Discover investment communities that resonate with your ideas
M & A Value Partners IPO Equity Fund has been launched - Targeted 13% Return p.a
Latest Videos
Apps
Top Articles
1
Mercury Securities Research
2
Stock Market Enthusiast
3
THE INVESTMENT APPROACH OF CALVIN TAN
4
5
Phillip Capital Research Reports
6
7
Good Articles to Share
8
save malaysia!
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
jjohnchew
Hoho KonLee only recently said Capital A is OK liaw … sure ke ? So my balance Free Tickets with cost RM 0.58 ( Capital A Lowest price is RM 0.56 ) …will hit Jackpot 🎰 or not ????
2 days ago