Jeff Wong's comment on INNO. All Comments

Jeff Wong
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reading of selected palm oil sector in Malaysia that i chose. I conclude that currently, Innoprise can be one of the top best palm oil company in Malaysia.

Oil palm trees have a lifespan of over 30 years, but their peak production period (Prime Trees) is generally between 7 to 18 years after planting but the prime trees are heavily depending on various factors such as:
1. seed & breeding genetics
2. soil quality
3. fertilization quality
4. pest & disease management

PRIME TREES (YEARS OLD)
1. JTIASA - 39% Prime, 9 to 18
2. JPG - 54% Prime, 9 to 18
3. SOP - 67% Prime, 11 to 20
4. MKHOP - 90% Prime, 13 to 16 (huge disadvantage because all their crops is in Indonesia and Indonesia received higher tariff for 32%, than Malaysia 24%. Malaysia will capture Indonesia's market share)
5. INNOPRISE - 92% Prime, 8 to 16

FRESH FRUIT BUNCHES (FFB) YIELD %
1. SOP - 15%
2. JPG - 20%
3. MKHOP - 23%
4. JTIASA - 24%
5. INNOPRISE - 24%

OIL EXTRACTION RATE (OER) %
1. JTIASA - 19%
2. JPG - 19%
3. MKHOP - 20%
4. SOP - 20%
5. INNOPRISE - 20%

DIVIDEND YIELD %
1. SOP - 3.81%
2. JPG - 4.69%
3. JTIASA - 5.36%
4. MKHOP - 6.56%
5. INNOPRISE - 9.09%

ROE %
1. JPG - 9.11%
2. JTIASA - 10.54%
3. SOP - 11.71%
4. MKHOP - 14.33%
5. INNOPRISE - 26%

NET MARGIN %
1. SOP - 8.40%
2. JTIASA - 15.80%
3. JPG - 16.90%
4. MKHOP - 22.8%
5. INNOPRISE - 31.40%

ROIC %
1. SOP - 8.79%
2. MKHOP - 9.04%
3. JTIASA - 11.17%
4. INNOPRISE - 18.39%

MARKET CAP
1. JPG - 2.8B
2. SOP - 2.6B
3. JTIASA - 1.1B
4. MKHOP - 624M
5. INNOPRISE - 818M

NUMBER OF SHARE
1. JPG - 2.5B
2. MKHOP - 1.1B
3. JTIASA - 974M
4. SOP - 894M
5. INNOPRISE - 479M

5 YEAR CAGR - REVENUE
1. JTIASA - 12.0%
2. SOP - 12.8%
3. INNOPRISE - 18.6%
4. JPG - NEWLY LISTED
5. MKHOP - NEWLY LISTED

And Innoprise is a net cash company that having RM40.26M with a decent free cash flow of RM82.71M
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MICHAEL CHONG
Bro, thanks for the info. Why you exclude Utd Plt? They are palm oil benchmark. Highest oil extraction in the industry
Like · 1 week · translate
Chew Hoong Ling
wonderful analysis
Like · 3 days · translate
Hoe Hoe
Wa, where u get dis info, very pro n expert, wonderful
Like · 2 days · translate
Jaredgwee
我不想 断人财路,如杀人父母
看下JPG trend 你就醒了还来的及
1 Like · 1 day · translate
KAR MUN LEE
什么意思,你的意思不值得?
Like · 1 day · translate
Jaredgwee
用心去了解,时间会告诉你一切
Like · 1 day · translate
KAR MUN LEE
你说这些有意思吗?直接说答案我就话你厉害,马后炮这样,谁都会咯
1 Like · 1 day · translate
MICHAEL CHONG
If I’m not wrong Sabah state government is one of the big shshareholder….iniew of coming election they need money….naturally have to declare higher dividend this quarter. Make sense?
Like · 1 day · translate
John LTL
大师说话都是模棱两可的。哈哈。
Like · 1 day · translate
Jaredgwee
要看你对油棕这个行业有多了解
用第一思维来理解一件事很容易,难的是第二思维。。。
参考JPG, 如果还是不醒目在去看下AEON
Like · 1 day · translate
John LTL
果然是大师啊。嘻嘻。。。
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KAR MUN LEE
有说等于没说,对自己的看法都不够信心,先会说点不说点,好像风水先生
Like · 1 day · translate
Jaredgwee
今天应该看的比较清楚了,也应该明白答案了

第一主力操盘手12.30pm之前已经出完票,下午就去开香槟庆祝了顺便beer叫多几桶...
第二主力操盘下午玩玩下也不想玩了大至上出货到7788了... 今天成交中出现了很多他们沟通暗号 溜了不玩了
Like · 13 hours · translate
Jaredgwee
1. INNO plantation at surrounding Tawau area, March-sept dry season比较少雨, FFB low season, OER % drop

2. 下季度low production 油棕又没价,想下next QR会赚多少钱

3. 政治因素 QR profit 17.5mil dividend payout 31.07mil
通常Inno QR profit dividend payout 85%
这次是连埋下季度赚的也一起提前派掉了,你说接下来赚少又少派dividend 或者没派息 股价会怎样?

大户下功夫做的功课,突然免费翻给你看,为了什么?? 用第一思来投资很容易被庄家套着的
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1 Like · 13 hours · translate
Jaredgwee
追高买在1.76-1.8都套着了, JPG也是大户表演3天散户套在1.2-1.24
Like · 13 hours · translate
KAR MUN LEE
这样解释就很好啦。
plantation is 差不多over , 但是我依然会买他,价钱看自己是long term or short term , coz we cannot know where is high and down , if everybody tau ,everybody is 股神
Like · 10 hours · translate
MICHAEL CHONG
我在等它下…..等了好久
Like · 4 hours · translate
Jaredgwee
上一波高峰在2022年price range 1.9-2.2,要守3年拿了股息刚好遇到2024年尾油棕好价才能守出一个春天
买好的公司没错,但应该买在对的时机,钟摆效应开始反方向了... 冷眼买在0.5-0.7左右还是inno不赚钱时刻
Like · 3 hours · translate