Today crisis day. Probably another buy up day for TSH.

No idea what is the catalyst, you wont know until it happened.

The sign is every bad news out is buy up.Proven again.
They are buying every possible weak ticket before huge break out in 2025.
Where yearly kdj line golden cross.
Yearly kdj line golden cross , you know it mean a minimum 100% gain.
Last time tsh kdj yrly gc ,it gained 400% in 4 yrs.
You still got few mths more to buy. Nov to dec will be busy mth for yrly breakout.

The sign is every lacklustre qtrly result , buyers will be slowly eating up the weak tickets.
Then end up higher later post result.
Basically Tsh is not running on result anymore.
Why there is still buying on poor result and bad news ?
Out of msci, buying up.
Poor result buying up.
No idea why is it so.

Blackrock ,American Century Investment and Dimensional fund Advisors have added total 500k shares in TSH in  April.
Actively increasing ownership recently.
Something brewing.

hope the banker allow limit up this round

Indonesia is also converting palm oil into bio gasoline and SAF beside diesel.

RI To Replace Fossil Gasoline With Bio-gasoline

https://gapki.id/en/news/2024/01/25/den-ri-to-replace-fossil-gasoline-with-bio-gasoline/#:~:text=Locally%20known%20as%20Bensa%2C%20the,enough%20raw%20material%20at%20home.

JAKARTA – The National Energy Council (DEN) said that gasoline with the mixture of palm oil or bio-gasoline is potential alternative to replace the fossil-based Pertalite and Pertamax, which are widely used as energy sources in Indonesia. Locally known as Bensa, the palm oil-based bio-gasoline is ecofriendly and cheaper than other fossil fuels.



“With Ron of 120, Bensa has a very good quality. As the world’s largest producer of palm oil, we have enough raw material at home. Its price is cheaper than Pertamax Turbo,” DEN Secretary General Djoko Siswanto told detikcom on Friday (12/1/2024).

Yes.
Indonesia is Downstreaming palm oil and ultimate aim is to leave palm oil for domestic use.
Palm oil will reach 10k on yearly chart by 2030 if indonesia succeed in downstreaming palm oil.
Malaysia will likely follow indonesia to downstream palm oil to attract local production of value added product.
This will set off a downstreaming trend in vegetable oil.
Brazil and argentina will also follow suit to downstream their agriculture in future to spur domestic production of value added product.

China and India will ramp up stockpiling of palm oil and other vegetable oil in the next few years.

Soy bean oil already knee jerk up 2% on this news.

https://jakartaglobe.id/business/prabowo-confident-on-8-pct-growth-in-first-3-years-of-presidency
Jakarta. President-elect Prabowo Subianto recently said that he was confident in achieving 8 percent economic growth within the first two or three years of his presidency.

Food production and Indonesian biodiesel production will also be among the main drivers of this targeted economic growth -- which far exceeds the current figures. 

“I have talked to my experts. I have studied the figures,” Prabowo told the Qatar Economic Forum, as seen in a virtual broadcast by Bloomberg Live.

“I’m very confident we can easily achieve 8 percent. And I’m determined to go beyond,” Prabowo, who is also the current defense minister, said. 

Prabowo is planning to carry on the outgoing President Joko “Jokowi” Widodo's domestic processing policy. This strategy sees Indonesia banning exports of raw minerals --including nickel-- in favor of processing them into greater-value goods at home. The government is planning to extend the domestic processing policy beyond the mining sector. While the domestic processing policy is often promoted as a major booster to the economy, Prabowo said it would take time for the country to develop its downstream industries and reap its benefits. 

“Downstreaming [or domestic processing of natural resources] will take several years. What will be the growth driver in the first years [of my presidency] will be our concentration on agriculture, food production and distribution, as well as energy. We want to go green in a very quick way,” Prabowo said. 

To unlock the 8-percent growth, the election winner is banking on biodiesel, which is expected to drastically cut Indonesia’s diesel oil imports.

“We want to produce our diesel from palm oil. This will be a very strong growth driver. We import $20 billion worth of diesel oil every year,” Prabowo said, while adding that the switch to biodiesel could help the country save its money. 

Indonesia is implementing the mandatory 35-percent palm oil blend in its biodiesel -- a policy better known as the “B35”. According to Prabowo’s campaign manifesto, the president-elect wants to increase this mandatory palm oil blend to B50 by 2029. Indonesia is the world’s largest palm oil producer.


https://www.gulf-times.com/article/682601/business/indonesias-next-leader-targets-world-beating-8-plus-growth
Indonesia’s next leader targets world-beating 8%-plus growth

What would be the growth
drivers in the first few years would be
our concentration on agriculture,” food
production and energy self-suff iciency, he
said.



https://en.infosawit.com/news/12488/prabowo-subianto--europe-boycotts-palm-oil---gue-use-for-biodiesel

Terima kasih lo boikot, gue pakai nanti kelapa sawit untuk bikin solar untuk rakyat

https://voi.id/en/economy/381710
Prabowo Wants RI To Produce B100 Fuel, Minister Of Energy And Mineral Resources: Laboratory Tests Need







Ekonomi

Prabowo Wants RI To Produce B100 Fuel, Minister Of Energy And Mineral Resources: Laboratory Tests Need
Previously, Prabowo emphasized his commitment to bringing Indonesia to self-sufficiency in renewable energy sourced from plants such as palm oil, sugar cane to cassava that thrives in the country.

"Later, we will no longer take oil from the ground, gas from the ground runs out, as long as there is sun and as long as it rains, every year we can harvest diesel (surya), many countries are jealous of Indonesia," Prabowo said in a scientific oration during the National University of the Republic of Indonesia (UKRI) Graduation in Bandung, West Java, Thursday (29/2).

He said that in the next few years, Indonesia will be able to change all biodiesel fuel made from palm oil which aims to stop imports of fuel from abroad.

"We can already make B100, meaning bio diesel from 100 percent palm oil. Can we imagine or not? We will no longer import diesel from abroad because we have 48 million tons of palm oil production now," he said.

Monthly MaCD is slowly moving up ward to break above 0 in a few mths. Even after fierce throw down from 30 sen 10 mths back.
Shows that bankers are collecting when everyone throwing.
Very low risk just buy when sell down and keep.
Possible of 100 - 200% return compare to other glove stock which have run up a lot.

Obviously the banker a bit caught by surprise.
It wont let it limit up so easy.
Trying to wash out many weaker buyer at 215.
But a bull trend is forming and will outperform in long term

Tariff is in 2 yrs time .
Within this 2 years all other glove stock probably will not able to make much profit still and for small counters still loss making.
But Esceramics is already able to pay out dividend shows is the best small counter among small cap glove stock. So it is still laggard.

Its balance sheet is as strong if not stronger than the big 4.
Resuming dividend payout is a strong sign that it is looking forward to healthier and stronger cash flow in future.

Esceramics had show signs of breakout on day , wkly and monthly.
Very good indication of reversal.

Esceram is big beneficiary from new tarrif on china glove by US.
Glove former business can resume normal supply to all glove company in Malaysia and Thailand going forward.
Underrated and laggard glove related stock.
Resuming dividend payout is a strong sign that it is looking forward to healthier and stronger cash flow in future.
Es ceramics already have 90 million cash on hand now.

https://www.klsescreener.com/v2/news/view/1320477/sime-darby-plantation-to-co-develop-kerian-integrated-green-industrial-park-with-pnb

Already mentioned before plantation company got the most land and resources to build solar farming and green park. One by one it is coming.

TSH is also going into solar farming and TSH got land near to Green park in Kalimantan .
If TSH land sale did not go through.
Probably it is using the adjacent land to go into green power business to supply green power to the green industrial park. The Kalimantan Industrial Park Indonesia (KIPI) has been projected by Indonesian President Jokowi as “the largest green industrial area in the world”



TSH Resources Berhad, one of the largest Malaysia-based oil palm plantation groups, with the disposal of land covering more than 13,000 hectares in North Kalimantan, Indonesia, for a total of approximately IDR 2.42 trillion or US$162 million, as has been reported.

The land will be used for the development of the International Port and Industrial Estate (Kawasan Industri dan Pelabuhan Internasional or KIPI) to support Indonesia’s new capital, Nusantara. This KIPI area is said to be the largest green industrial area in the world, covering approximately ​​30,000 hectares in total, with an investment value of up to IDR 1,848 trillion or approximately US$118.5 billion. This transaction will provide almost half the total area to be developed for this green industrial area.

Remember if KLCI going above 2k and eventually to 3 k.
Plantation index will 100% break 9k and above.
Because plantation index move in tandem with index.
So if you are bullish on klci then plantation is a sector you cannot miss.

palm oil almost finish correction after break out on wkly chart.
Forming higher low and going for higher high to form a bullish uptrend.
Why bullish up trend on palm oil?
Bad Weather pattern is reflecting on agriculture.
Interest rate already hit max and going down for sure where it is also the bottom for commodity stock.
Soybean had break the support when interest rate hit max.
Hinting bottom for soybean which is bullish for palm oil.

New Forests now has over US$7 billion (RM33.44 billion) in assets under management, with over 1.3 million ha of sustainably managed forests and agricultural land. It has six offices in Australia, New Zealand, the US, Singapore and Kenya.


TSH had over 100000 ha in forest management.
1.3 million ha = RM33.44 billion
100k ha = RM 2.5 billion?

SGX Mainboard listing.
In Sept 2023, SGX welcomed the secondary
listing of TSH to its Mainboard. TSH’s primary listing remains on Bursa
but sees wider opportunities with a SGX presence. Firstly, the bulk of
TSH’s earnings are already from Indonesia; hence, an SGX listing could
provide greater flexibility in terms of: (i) funding, (ii) regional growth, for
example many Indonesian corporations are comfortable with
Singaporean listing, and

(iii) wider carbon-related opportunities in term of market or trading including renewable energy and sustainable forestry where TSH manages over 100,000 Ha in Sabah.

https://www.klsescreener.com/v2/news/view/1318177/investing-sustainable-forestry-now-an-asset-class

Sustainable forestry now an asset class

TSH have valuable sustainable foresty assets as well.

https://www.tsh.com.my/sustainability/forest-management/

So difficult to get people to sell TSH as it is in strong hands now.
Many buyers are waiting to grab at cheap price.
Need to raise your buying price if boss want to get more share.
TSH sell at below PB 0.7 while MKHOP above 1.
How can MKHOP move higher if TSH still so cheap.
How to get cheap TSH if MKHOP still strading above pb 1?

Any bad news they will absorb.
Ex dividend they absorb. Poor result they absorb. Negative analysis they absorb. Lackey bombasting they absorb. RSS and idss they aborb.
Once all vested party got enough tickets of TSH.
They will definitely use SGX as the rally point to push the share where their big fund is and the easiest to push. Malaysia side is to absorb as much tickets as possible.

So pls sell ,RSS and idss more.
Dual listing at SGX definitely got a bigger objective and not for wayang.

If top 20 shareholder want to gather 90% of float of TSH.
TSH need to trade above RM2.
Thats where majority of public float will let go.

US is officially in stagflation.
Back in 70s stagflation period.
Commodity went up crazy.
Soybean oil went up from 10 to 50 usd in 2 -3 yrs time.
No record for palm oil then.

MKHOP , TSH and other plantation counters are in a very bullish environment.
Following later by Johor plantation ipo.
Plantation will be hot in 2024 and 2025.
3 Singapore banks
(UBS AG Singapore, UOB Kay Hian Pte. Ltd, DBS Bank Ltd.,
1 Singapore investment fintech platform (iFAST Financial Pte. Ltd)
already loaded more than 12% share in TSH.
They are hedging against stagflation.

A kind reminder.
Smart fund are going into lagged commodities like agriculture , grains and vegetable oil after taking a temp relief from gold , metal and energy.

https://markets.businessinsider.com/news/stocks/stock-market-outlook-inflation-linked-equities-economy-gold-larry-mcdonald-2024-4

Trillions of dollars will flow out of growth stocks over the next decade, Larry McDonald predicted.

That's because money is heading into "inflation beneficiaries," or assets that rise if inflation stays high.

That could create a bull market in assets like gold, aluminum, and energy, he predicted in a recent interview.

But that could actually be good news for "inflation beneficiaries" — or areas of the market that will actually soar as prices remain elevated. Those beneficiaries include assets like nickel, aluminum, uranium, copper, gold, oil, and gas, McDonald said, estimating that the energy grid alone was likely worth around $2 trillion.

The shift will pull a tremendous amount of money from popular growth stocks, like the Magnificent Seven, to hard assets and commodities, he added. Some of those assets are already seeing an uptick in interest, with gold prices surging to a record high this week. 

"We're talking about a multi-trillion dollar migration of capital and nobody's prepared for it," McDonald said.

When Soros attacked the British pound, he was betting that Britain would no longer be able to maintain the exchange rate of the British pound against the U.S. dollar. And it is said that some people are now starting to snipe the Japanese yen.
Has anyone thought about sniping the US dollar?
Targeting other currencies is actually betting on the depreciation of the currency against the US dollar, while targeting the US dollar is actually betting on the devaluation of the US dollar against physical wealth, which is manifested in rising commodity prices.

In this sense, the attack on the US dollar has already begun.

The Great bullish trend in Commodity had been established.
No need promotion anymore.
Fund will slowly flow from tech stock to commodity like in dotcom bubble.
Just sit back relax and reap profit from al my commodity profit.

Looks like April is a Break Out month for TSH on mthly chart.
4 days left.

https://invezz.com/news/2024/03/25/palm-oil-price-forms-golden-cross-amid-indonesia-dmo-worries/
Palm oil prices have rebounded sharply in the past few months. They have soared from last year’s low of 3,185 MYR to over 4,200. On the daily chart, the price has rebounded above the 23.6% Fibonacci Retracement level. It has also jumped above the key resistance point at 4,190 MYR, its highest point on July 25th.

Palm oil price has also formed a golden cross, where the 50-day and 200-day Exponential Moving Averages (EMA). Therefore, the outlook for palm oil prices is bullish, with the next point to watch will be the 50% retracement at MYR 5,222, which is 23% above the current level.

If you think its War effect.
CPO should go back 2k by now

Dun talk about supply and demand .
Supply and demand doesnt raise the median price for cpo over the long term.
cpo raise from 2k to 4k during past 2 yrs.
This is purely inflation effect after Fed QE.
When ever Fed started QE cpo will double.
The demand and supply not much changes during this period.
Why there is a double in price.
Its double not 10%.

Its like your tomato in market.
You think there is a sudden surge of demand or drop in supply to warrant triple in price?

How can you be sure there wont be bigger war in europe.
When fed start to cut rate. It will need bigger war to prop up usd.

Last time 4k is the max resistance. 4k now is the support.
7k is now the max resistance. It will be revisted again on chart.
Whatever reason only u will find out in future.
At 5.5% interest shows that now is the worst demand in history for palm oil.
Fed cutting rate when palm oil is at support only means 4k is the starting point from now on.
When fed and every country start to cut rate to boost commodity demand.You think cpo still at 4k?

https://www.cnbc.com/2024/03/21/switzerland-becomes-first-major-economy-to-cut-interest-rates-in-surprise-move.html

1ST To go

https://www.klsescreener.com/v2/news/view/1297513/%E5%A4%A7%E9%A9%AC%E6%A3%95%E6%B2%B9%E4%BA%8C%E8%BF%9E%E6%B6%A8-%E7%AC%AC%E4%BA%8C%E5%AD%A3%E6%88%96%E6%8C%91%E6%88%98rm4859

Malaysian palm oil rises for second consecutive year, may challenge RM4859 in second quarter
(Kuala Lumpur, 21st) Malaysian palm oil futures rose for the second consecutive trading day on Thursday (21st), following the strength of vegetable oils in Dalian and Chicago, but weak demand limited gains. As of midday, the benchmark palm oil contract for June delivery on Bursa Malaysia Derivatives Exchange FCPOc3 rose 0.33% to 4,286 ringgit ($911.33) per ton. A Kuala Lumpur-based trader said the contract opened higher amid strength in rival oilseeds overnight. The trader said, "On the physical side, the demand for palm oil is actually not that big. The supply is there, and there are competitors in some places that are relatively cheaper than palm oil. In order for crude palm oil (crude palm oil) futures to continue If prices rise, competitor oil products must rise."

Dalian palm oil contract DCPcv1 rose 1.26%, and soybean oil contract DBYcv1 rose 1.53%. Soybean oil prices on the Chicago Board of Trade rose 0.99%. As palm oil competes for global vegetable oil market share, it is affected by changes in related oil prices.

Freight survey agencies Intertek Testing Services and Amspec Agri said that Malaysian palm oil product exports increased by 7.4% to 16.3% from March 1 to 20 compared with the same period last month.

Driven by the C wave, palm oil FCPOc3 may rise to a range of 4,751 to 4,859 ringgit per ton in the second quarter. This is the third wave in a three-wave cycle that started from the September 2022 low of RM3,220. It has reached 100% forecast level of RM4,399. Based purely on forecast analysis, Wave C may end around RM4,399 or extend to RM5,144. However, retracement analysis of the RM7,229 downtrend suggests that the wave will continue. The resistance level of RM4,166 (23.6% level) has been breached.
This breakout opens the way to the 38.2% level of RM4,751. A rise to RM4,751 will prove that this wave has the ability to rise to RM5,144. A double bottom around RM3,220 will also be confirmed when the market climbs to RM4,751.

The model shows a higher target of RM5,698. Several highs around RM4,043 hit in September 2023, November 2023 and January 2024 have combined to provide strong support, limiting any correction to current levels. The C wave consists of three smaller waves. Calculation of the wavelet c on the daily chart reveals a set of predicted levels that control the market more precisely. This trend has been well above the 61.8% forecast level of RM4,110. A rise to RM4,474 is possible. The uptrend looks stable and dynamic. The contract has just completed a pullback toward the downtrend line. It is poised to test the resistance zone between RM4,399 and RM4,474, which may trigger a proper correction.

When commodity superbull year ,all downstream , manufacturing, infra & construction will be hit hard.

Thanks to fed Gold broke 2200 as expected.
Oil otw to 90. 100 to be seen later.
Palm oil c u at 4500 and 5000.
From the moment Fed increase rate all commodity retrace by 30 to 50%.
Palm oil also retrace from 7k+ to 3300.(50%)
Now when fed give rate cut expectation until eventual rate cut.
We will see commodity to apreciate by 20-30% depending on cuts.
For palm oil we can see range from 4k to 6k.
2024 onwards is commodity superbull year.

TSH sold 10% landbank can fetch 760 million at 3 yrs ago valuation.
How you know TSH wont sell another 10% at 1 billion this year at current high land price environment.
In that case the NTA will balloon to over 2.50.
Cash position in hand will be more than1 billion.
So dont always use past performance to judge TSH.
And also dont judge TSH current old book value to value TSH potential.
TSH can keep selling 10 % land every 3-4 yrs and get over 10 billion cash in hand.
How many years of profit do u think TSH need to make to get 10 billion cash.
at 100 million every years need 100 years.

Whoever want to sell already sold.
So when will the banker push down for everyone to buy back.
Thanks in advance.

Fcpo corection almost over.
Going to 4500 short term, 5000 midterm in sight.

2006 Jul BOJ increase rate from 0 to 0.25
Technology index drop 70% from 30 pt to 11pt . Penta drop 90% for 3 yrs.
Plantation increase from 3k to 8k in 3 yrs.
So Watch out. Japan rate increase is good for commodity but lousy for Tech.
What will happen this time?

If people interested to buy cheap now .
They will only make it more expensive.

Previous high cpo price were considered a one time spike due to Ukraine war.

High CPO price now is now understood to be caused by low production yield.
And it will take many years to correct it. Doubtful it can be corrected due to high tax and shortage of land and labor .
So High CPO price above 4k- 7K will be here to stay like 2k as support in the past.

Cost of fertilizer is also substantially lower due to low nat gas which is different in 2022 when high cpo also coupled with super high nat gas .
Margin this round will be much higher compared to previous hike in 2022.

TSH will enjoy increase yield bucking the sector trend going forward due to aggressive replanting on 50% unplanted land. The new replanting will be using high yield seedling.

Many dont realise that Gold breaking all time high represent there is a devaluation of USD in process.
All commodity based in USD will be revalued upwards. Their long term MA is going upwards. If you think gold 3k is impossible . Just wait and see. I predicted gold will break ATH 1 year ago.

No worries. Profits from fcpo and gold waiting to buy when it come down .

FCPO monthly MACD just Golden cross this month.
While soybean oil weekly already GC .
More upside ahead.
Any drop is good chance to collect.

https://www.klsescreener.com/v2/news/view/1293433/supportline

TSH Resources Bhd was seen taking a breather this week after a strong rally in the previous week.

At its current trading level, the share is hovering near a recent high level of RM1.17, which in crossing would see the resumption of an uptrend towards RM1.49 and RM1.64.

The slow-stochastic remains healthy in overbought territory at 87 points, while the daily moving average convergence/divergence (MACD) histogram remains positive, indicating a sustained uptrend.

Support for the share is pegged to RM1.02 and 96 sen.

Soybean oil going break 50.
It will push palm oil higher.
A higher palm oil will push soybean oil higher.
Helping each other.

On wkly and mthly chart .
TSH had 1st break out on Feb 2022 from the 12 years down trend since May 2014.
It had finished a 2 years correction. Bounced off on Jul 2023.
It will coninue the reversal of 12 years downtrend and break above the previous high May be in 6 to 12 mths time.
The longer it is depressed , the higher the next high will be.
So this is a patient counter.

Gold is expected to hit 3k after adjusted inflation.
Gold oil ratio hinted oil shld be above 200 if gold hit 3k.
What about palm oil as an alternative fuel for oil?
So do you think 4k as support is logical and realistic?