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Overview
Financial Highlight
HeadlinesBusiness Background TH Plantations Bhd is engaged in investment holding, cultivation of oil palm, processing of fresh fruit bunches, marketing of crude palm oil, palm kernel and fresh fruit bunches (FFB). It also provides management services. The Group has three reportable segments: Oil palm plantations; Management services and Forestry. Oil palm plantations segment includes cultivation of oil palm, processing of FFB, marketing of crude palm oil (CPO), palm kernel (PK) and fresh fruit bunches (FFB). The Management services segment includes the provision of management services. The Forestry segment is engaged in the harvesting of rubberwood. It derives most of its revenues from Oil palm plantations segment.
  Hush77 compare to jtiasa this is half priced.. so some retailers would feel that thplant shares are cheaper and more affordable.. hahaha 06/03/2024 5:12 PM warent jtiasa, tsh, thplant, are almost equally good, at the end, they will have almost same market capital 06/03/2024 5:32 PM Hush77 thplant is profitable and still trading below NTA......and it has various plantation assets as mention by calvin.. so, it might also be an attractive target for bigger plantation co.... 07/03/2024 10:05 AM  calvintaneng IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S 08/03/2024 1:28 PM Hush77 i think thplant is as good as jtiasa...landsize of >200k acres...quite similar.. a good takeover target for the big boys...who can better replant and extract the palm oil.... 08/03/2024 5:38 PM calvintaneng Thplant got 240,000 acres See https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=224453&name=EA_DS_ATTACHMENTS Under Property owned by Thplant 1 hectare is 2.471 acres 08/03/2024 6:10 PM Albukhary Based on my own research, SUBUR is the best target for privatisation. As the share price and the NTA has enough room to create a win-win privatisation for both Acquirer and Seller. Current share price : RM0.89 NTA : RM3.50 If the Acquirer offer RM2.20, I believe most of the minority shareholder will accept the offer, as there is a handsome profit of RM1.30. Same for the Acquired, the NTA of RM3.50 vs RM2.20 offer price, there is also a gain of RM1.30. 09/03/2024 2:28 AM calvintaneng ChloeTai Which will be the next palm oil stock to be taken private? Bplant was taken private at Rm1.55 by Ltat Fgv was given Rm1.30 to be taken private by Felda but failed Next one most probably Thplant as it is owned by Tabung Haji Ltat, Felda and Tabung Haji all are Govt Glcs But taken private means no more future growth opportunity for Investors Better stay listed And the best buy now is Tsh Resources Bought Bplant at 57 sen in 2021 and Ltat took private at Rm1.55 Bought Thplant in year 2021 at 47 sen. Now 75 sen Bought Tsh at Rm1.09. Now only Rm1,13 That means Tsh is a laggard and lots room more to go higher 10/03/2024 2:34 AM daretocutandchange assets held sale if get approved ,maybe by that times is show time 10/03/2024 11:35 PM warent all the plantation companies in klse are more or less undervalue, except utd. plantation. but utd. plantation had set a very good example. 11/03/2024 12:12 PM  speakup Cannot compare with Utdplnt lah coz Malaysian funds put premium to kwai loh companies like Utdplnt, Nestle, Allianz. As if locals are incapable 11/03/2024 1:12 PM warent the last chance to buy plantation companies with more than 200,000 acres, while still cheap. jtiasa, tsh, thplant, don't know which one to pick, quite headacre ! 13/03/2024 10:37 AM calvintaneng Which one to pick Easy as A, B & C Put 20% in Jaya Tiasa Put 30% in Thplant Put 50% in Tsh resources 13/03/2024 1:18 PM calvintaneng Very happy evening all We have selected RSawit to replace Bplant in Top 10 Palm oil Picks RSAWIT (5113) A Palm Oil Turnaround Due to High Cpo over Rm4,100 MT Plus Very Very Undervalue Assets that are Easy to Liquidate for High Profits, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-13-story-h-186459631-RSAWIT_5113_A_Palm_Oil_Turnaround_Due_to_High_Cpo_over_Rm4_100_MT_Plus_ 13/03/2024 10:20 PM SCM2023 calvintaneng, i sold off my Dayang on 12th March and purchased THPlant following your analysis. Hope i gain more from THPant but yesterday alone lost Dayang opportunity cost of RM0.13 14/03/2024 8:38 AM  EngineeringProfit Can claim back from Calvin corp, why worry? 0.13- only right? (That time, I sold THplant to buy Dayang- earned profit$ ....hehe- you were they buyer lah at that time) 14/03/2024 8:42 AM calvintaneng The stock? Can also suddenly go limit up if Tabung Haji announce a takeover 15/03/2024 8:39 AM AhHuat168 told you guy already, this stock will go further down, may be due to recent CPO price going down 19/03/2024 3:25 PM calvintaneng Cpo still over Rm4200 Even if Cpo at Rm3500 Thplant making good money Thplant used to have low cost of Cpo at only Rm1,463 per ton in those days Now with high fertilizer, sukuk loan and labour its cost has gone near Rm2500 But fertilizer cost has come down and so profit will go up Thplant has started to increase dividend which is a good sign 20/03/2024 8:45 AM Johnzhang FY2024 is likely to see quick significant improvement in Profit . Reasons are : (1) Revenue will increase by double digit arising from higher FFB production and higher realizable selling price . (2) higher fair value gain compare to 2023 (3) lower cost of production due to 50-60% drop in fertilizer and pesticides prices 29/03/2024 1:31 PM Johnzhang Significant improvement in profit will drive share price substantially higher . All you need is conviction and patience for 9-12 months. Just my view . 29/03/2024 1:34 PM Johnzhang When THplant makes substantially higher profit, you can be sure that dividends will be correspondingly higher . Lenbaga TH needs as much dividend as possible to even sustain 3% interest payments to its depositors . Same case like Bplant before . 29/03/2024 1:40 PM miracle_trader also if you see the latest annual report, the CEO said they r open to the possibility of unlocking value of their plantations. anyway, dun want to reveal much more, let those ppl continue sell, i will buy more. 02/04/2024 9:56 PM Johnzhang If there is plan to unlock the value of its assets, the controlling shareholder will likely privatize it. 04/04/2024 7:03 PM AhHuat168 If privatization take place, it is quite unfair to us as minority shareholders. 04/04/2024 7:25 PM speakup Fgv already so long talk about privatisation but no happen also. Mphbcap already so long talk about privatisation also no happen also. 05/04/2024 7:45 AM Johnzhang Controlling shareholders of FGV and MPHBcap may not privatize the companies at all. Also true that nobody is going to give us advance notice of the privatization plan , if they exist . 05/04/2024 9:22 AM AhHuat168 Give 0.02 dividen today, but the price drop until 0.71, this is not a good sign, im afraid this stock sudah habis goreng, will continue go south 05/04/2024 11:51 AM Albukhary Don't worry.. More n more hot money have been withdrawal from US market and all these money is coming to Asia. Today you may feel disappoint when you see the share price drop, but in long term you will regret why you didn't accumulate more at this stage. I strongly believe Malaysia stock market will enter into a Bull Run, so everything is cheap now, just hold and continue to accumulate, especially for good fundamental stock that have profit, price below NTA, owned a lot of value asset like land....etc. 05/04/2024 11:59 AM AhHuat168 ALbukhary, hopefully you are right. Lets hold and wait for bull market soon. 05/04/2024 12:37 PM Johnzhang THplant is potentially the highest profit growth plantation stock for 2024 (against 2023’s earnings). Hopefully this will drive stock price to $1.20/-. 10/04/2024 7:07 AM miracle_trader john is smart, can see. most ppl cannot see that the worst is over for TH plant. need to have patience, will break new high above 1.20 10/04/2024 11:20 AM  | | ||||||||||||||||||||||||||||||||||||||||||||||||
