30 years downtrend ending soon for lionind.
Something is happening that will u turn this giant.
rm4.30 was the highest price.
Will it return to glory?

When poor result and negativity cant bash down the plantation stock and create new low.
Then the bottom is here.

US is shorting China market.
China is defending with all the new market measures.
If She succeeds, Consumption and property market in China will revives.
Commodity will be very bullish.
USA if fail to short China. Will be harder to maintain interest rate and USD will fall further.
Commodity will further rally.

The most promising Plantation counter next will be the most naysayers keep bashing non stop at all price level even at cheap price. As all retailers will avoid this stock it will have the least selling pressure when it rally.

If stock market is forward looking.
FCPO is now on mthly up trend.

If you see the west start banning japan stuff , you know the discharge is not safe.
USA started banning 1 year ago fyi.
It will eventually reflect on agriculture price .

Japan discharge Nuclear waste.
Seafood shun and change to meat consumption,
Need more soybean and palm as feeds.
Agriculture demand increase.

Tsh is active again...

So many buyers from bplant , waiting for mega sale.
Every plantation who is willing to sell. Always got buyer want to buy at 1.2 x NTA.
Only at plantation because land is very valuable.
Land can do many things, can plant many food.

Probably in Malaysia only , you can find so many plantation company trading at big discount to NTA.

TSH NAV will be @1.70 by 2 more QTRs.

Lesson learn from Bplant.
Plantation stock should not be valued at below NTA price.
As it is wrong to value plantation stock by their profitability alone.
Sooner or later it will be privatised cheaper than it shld be.
Most plantation are being privatised when they reported lousy qtrs or loss making.
Reason being stock price will be hammered low.
Bplant rally only after last lousy qtr profit reported at 10 million.

TSH most likely will announce better result for the next few qtrs.
Many write down and accounting loss have been accounted in the previous qtrs in preparation for SGX listing.
Going forward expecting better result in the coming few qtrs for the new listing in SGX.
Announcing dividend is not out of question to welcome the new listing .

Commodities are the cheapest asset class right now: Jim Rogers
Well, as I look around the world, the cheapest asset class is commodities right now. I mean, sugar is way down from its historic highs. Silver is down over 50% from its all-time high. Those are certainly not bubble numbers and commodities are the cheapest asset class. As I said, even the Indian stock market is making all-time highs. So, nothing is cheap except commodities.

The most undervalued asset class, probably agricultural commodities, maybe the Chinese stock market. Yes, probably agricultural commodities.

https://economictimes.indiatimes.com/markets/expert-view/commodities-are-the-cheapest-asset-class-right-now-jim-rogers/articleshow/102159552.cms

A global stock trader’s guide to navigating food inflation

Agriculture stocks are beating their global peers this quarter as extreme weather, the war in Ukraine and rising protectionism drive up food prices. Exposure to the sector is a good hedge for inflation, some investors say.

Some exposure is advised to food stocks, similar to what is usually given to oil sector, as a form of insurance, said Marc Elliott, energy transition investment specialist at Union Bancaire Privee in Geneva. “Investing in agricultural names is perhaps a good way to hedge against climate change and certain geopolitical risks.”

Longer-term trends are also working in favor of the industry, he said.

“With the world’s population set to reach 10 billion by 2050, we need to find a way to meet this increased demand in a sustainable way. Equity markets are beginning to see early signs of growth in areas designed to produce food more efficiently and sustainably.”

Specifically, producers in Asia “should benefit from higher raw material prices,” said Minyue Liu, an investment specialist for Asian and Greater China equities at BNP Paribas Asset in Hong Kong.

Some of the food-trading stocks that may benefit from higher prices include Australia’s GrainCorp Ltd., Singapore-listed Wilmar International Ltd., and India’s Shree Renuka Sugars Ltd. and rice producer KRBL Ltd.

Read more at:
https://economictimes.indiatimes.com/markets/stocks/news/a-global-stock-traders-guide-to-navigating-food-inflation/articleshow/102868721.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

低迷市况下的避风港：全球农业股的机会来了？
https://cn.investing.com/news/stock-market-news/article-2232363

Average bull  17.6 years, now only the 3rd year.Long way to go.
Remember to throw your tech,its yesteryears stock. Been rally for over 10 years,no more strength and too many retailers.

Iron stock is coming back.
Later one by one palm oil will also rally.


Commodity bull super-cycles Percentage gain Length (years)
1791-1814 132.5% 23.5
1843-1864 208.2% 21.6
1896-1920 269.7% 24.0
1933-1951 331.5% 18.3
1971-1980 249.5% 9.1
1999-2008 291.8% 9.0
2020-today 80.8% 3.0
Average Bull (without current) 247.2% 17.6

Average bull  17.6 years, now only the 3rd year.

Commodity bear super-cycles Percentage gain Length (years)
1814-1843 -62.2% 28.3
1864-1896 -70.7% 31.8
1920-1933 -65.7% 12.8
1951-1971 -38.6% 20.4
1980-1999 -45.7% 18.6
2008-2020 -73.2% 11.7
Average Bear -59.4% 20.6

Old boss sell wb at 4 sen. That is the support for wb.
Old boss sell mother recently at 27 sen, that will be the support from now on.

Using low quality cooking oil at rm2.50 for business and resell it at rm3.00. No need to reuse cooking oil again and again. Means more consumption of palm oil.

MPOB, Petronas study cooking oil and palm waste as a source of SAF

https://www.astroawani.com/berita-bisnes/mpob-petronas-kaji-minyak-masak-dan-sisa-sawit-sebagai-sumber-saf-433101

Pilot project to collect used cooking oil for fuel starts

An initiative to collect used cooking oil as a main raw material to produce sustainable aviation fuel (SAF) has started, says Deputy Prime Minister Datuk Seri Fadillah Yusof.

The initiative is a collaboration between the Plantation Industries and Commodities Ministry and PETRONAS. For a start the programme will be implemented at PETRONAS station 1, Precinct 9 here, PETRONAS Subang Bestari and PETRONAS Kota Kemuning 1 in Shah Alam, Bernama reported.

Starting in 2027, the use of SAF is mandatory for all ICAO member states.

Fadillah said the initiative also aimed to meet the aspirations of global sustainability goals and provide added value to the country’s palm oil industry supply chain.

This will then lead to a positive impact on the price of palm oil.

“The government is committed to developing the palm oil-related industry in an effort to improve the lives of entrepreneurs and smallholders,” he said.

Fadillah added that the public should also consider recycling used cooking oil which can help to generate some side income.

The recycled cooking oil is collected at rm3.00 per kg. its even higher than some low quality cooking oil.
with SAF collecting recycled cooking oil at such high price.
CPO price is indeed cheap now.

The strongest suppressor of commodity is from interest rate hike.
Every FM know it is loosing power as it is nearing the end of rate hike.
So financial shorting of commodity is waning each day.
But demand is picking up each day .
As can see from all commodity stock MACD are going GC on its Mthly chart.
Iron, oil, palm oil building material etc.

Just ponder, why TSH want to list on SGX out of sudden?
Not impulsive decision apparently.
RSS and call warrant position in jeopardy.

Just look back TSH history.
Big movement always accompany with TSH corporate move every few years.
Still got time to 2024.
Cup and handle forming btw.
Monthly chart it is Golden cross soon.
After that it will go back to up ward channel targeting rm2 .

Best if it can go bak to 20 sen

No worry . If you dun have Esceram after warrant expire you will regret.
Dnex fly after warrant expire.

TQVM

Come down more please.
Seems not enough seller.

Projected Roadmap for Esceram

1. Entice investor to convert wb to get extra funding and unlock potential value.

2. Expansion to northern (benefitting from semiconductor expansion in Kulim and Penang)
and southern Malaysia.
Benefiting from ATAS image as listed company comparing to the past(RTO in disguise).
Can attract more business.
Aim to achieved 500 million to 1 billion annual revenue

3.Transfer to Main board.
Change name to Evermix for a new image. (probably RM1.00 above)
Fund can invest as no longer ACE and non penny stock.
Healthcare turn around will propel former business to bigger profit from slim profit (still profitable).

4. Evermix bosses investment will appreciate 4 x from 32 sen and below. Long term loyal investor will benefit as well.

Note: This is long term view, not constituting short term punting decision. TaYOR

Today is a bad day.
Plantation index is green.
Fund is parking here for raininy days.
Pull back is slowly completed.

Why buy TSH.
Because Boss show the eagerness to pull the stock price by listing on SGX.
Sooner or later this will be reflected.
The stock wont fly if boss never show eagerness to pull.

Just need to be patient. Meanwhile enjoy the dividend if any.

No sifus or Group promoting this old stock.
Not even top 10 hot stock.
Only 1 or 2 person sharing view here .
Could be the lowest publicity syndicate macai promoting.
Not even 1 article written on i3.
So whos promoting?

When old boss sold mother share in Jun .
Later in july break out 20sen.
Last wk sold wb.
Break 31.5 sen.
He sold 20 million wb at 4 sen. Now 10.5 sen.
The more he sold, higher it goes.
Who grab those wb?
He is slowly exiting , and new management taking over.

I am expecting Esceram change name to Evermix oneday.
And it should be above rm1.00 by that time.

It is not just Esceram acquired Evermix.
Evermix also use Esceram as back door for fast lane listing on Bursa ie RTO in disguise..

Oneday you might see Esceram change name to EVERMIX when it overtake healthcare as main business.

If not why you think Evermix boss want to sell to esceram ? They can sell to Mcement ,Hume or CMSB

Remember.
Warrant will go expired in Oct.
Management will want encourage holder to convert.
To entice them mother price need to be high. (like Dnex case)
Management will get the extra funding for Expansion for Evermix.
Company grow long term shareholder benefit.
Win win situation.
New chairman and BOD are capable people.
Succesful turnaround story under the New chairman Datuk Wong Baan Chun, J.P. .
He will make esceram another of his success case story.

Construction and property sector are rallying.
Healthcare is on reversal trend too.
Esceram will follow after profit taking.

On mthly chart next resistance is 50 sen.
Any retracement is golden opportunity to buy some.

DATUK WONG BAAN CHUN, J.P.

New Chairman since may 2023.
2 mths later Esceramics fly.
New management New outlook.

Datuk Paul Wong was a CEO of a PLC in Singapore, listed on Catalyst SGX-ST, primarily involve in hospitality, leisure and property development.

He was instrumental in turning around the group businesses in Australia and Malaysia upon his appointment as CEO.

Datuk Paul Wong sits as a director of several hospitality companies both locally and internationally, in particular a 245 keys Park Hyatt Saigon, in HCM City, Vietnam; 205 keys Crown Plaza Alice Spring Lasseters and 200 keys Holiday Inn, Melbourne, Australia (prior to disposals), 229 keys Mercure KL Glenmarie, Malaysia, to name a few.

Esceramics operation and ownership is slowly transfering from Wong Fook Lin to Evermix boss and operation team.
Lim Ming Jee, Tan Boon Sing (on BOD recently) and Stella Teo Moi Lin

to those value investor interested in knowing EVERMIX prospect and potential.

Evermix’s customer base comprise construction companies and building material traders. Evermix’s
ready-mix concrete can be used in all types of construction sub-sectors, be it residential, commercial
and industrial, or infrastructure construction projects.

Moving forward, Evermix intends to Expand its reach to cater for demand from other states in
Peninsular Malaysia.

In particular, Evermix intends to expand into the northern region of Peninsular Malaysia (i.e. Kedah, Perlis and Perak) and southern region of Peninsular Malaysia (i.e. Melaka and
Johor).

To this end, Evermix plans to set up 1 concrete batching plant in the northern region of Peninsular
Malaysia by the end of FYE 31 May 2023. By setting up the new concrete batching plant, Evermix
expects to be able to meet demand from commercial construction projects in the northern region of
Peninsular Malaysia, particularly in light of the growing Semiconductor and Electronics industry in the states in the region.
In addition, Evermix intends to acquire additional concrete mixer trucks to cater for its expansion. The costs for setting up of these concrete batching plants and acquiring new concrete mixer trucks are estimated to be RM2.0 million, which will be funded via its internally generated funds.

Based on the above, the Board is of the opinion that the enlarged Group would be well-positioned
to capitalise on the growth of the construction industry, and that the prospects of the enlarged Group
would be positive.

with such powerful mthly macd golden cross at 30 sen.
33 sen will be a bait for u to sell.
the last time Esceram got such powerful mthly macd GC.
It go up 10x within 16 mths.
This time how many x , time will tell.

Good to hear you have sold.

When all the glove counter rebounded 100 to 150 %.
Esceram got no movement at all.
So even Esceram start to rebound now by 100% is just playing catch up.
Esceram is the only profitable glove related counter these 2yrs. It is also the only glove related counter still in positive pe 3 while all the others are negative PE.
Kossan is - PE 500.

whether you value it in Healthcare or Construction.
It got massive undervalued potential.

BTW most glove counters started to go above long term bull trend signalling reversal.

Almost 100 m over past 3 days.
Very good most holders and impatient had sold their holding.
Piece of cake for them from now on.

Remember Dnex warrant?

Inorder to encourage all wb holder to convert like in Dnex case.
Highest priced warrant is 70sen + 20sen strike price = 90sen.
Probably will reach 90 sen above by November.
Esceram may use the proceed to make some corporate acquisition again or to fund other strategic  moves in 2024.
If it really happens above rm1 is possible .
Time will tell.

When glove sector big rally.
Esceram no respond.
When building material sector big rally esceram no response.
Dont you think something not right.
Can only be the timing is still not right for them.

If you look at the condition evermix is sold to esceram.
The evermix boss can excercise option to convert more stock at esceram if evermix produce good result .
You know why the price is at below 20 sen for so long.
Because they know the price will go much higher that why they wan to eat as many tickets as possible.

Evermix purchase was announced when the stock is at 33 sen.
Market dump thinking its a lousy purchase.
Now proven wrong.
Shld go back 33 sen and above in short term.

Base on past 4 qtrs profit at pe 15 for building material sector shld be at least 70 sen.

Why want list on SGX?

Saudi Arabia Looks to Invest in Indonesia's Palm Oil Industry
https://www.arabnews.pk/node/2344566/world

“Saudi Arabia has started to look into food security investments in Indonesia. One of the commodities they are looking to invest in is edible oil products,” the Indonesian Ministry of Trade said in a statement.

“On edible oil products, SALIC is extremely interested to form cooperation with Indonesia. Indonesia is the largest producer of crude palm oil (CPO), whether it’s produced by state plantations, private, or those that belong to the public.”

Food security is one of the key objectives of Vision 2030, Saudi Arabia’s diversification and transformation plan.

A state-owned enterprise, SALIC operates as an investment company, with its portfolio focused on food commodities identified “based on their strategic importance to ensure long-term food security,” including edible oil, according to the company’s website.

Government is boosting property sector.
HSR and infra project in pipeline.
Property and infra sector rally, means building material in high demand.
Esceram will earn more then.

US printed money by QE to 30 trillion ( from 0 debt to 30 trillion debt took 100 yrs)
CPO from 0 to 4k (highest 7k)
in 10 yrs time 30 trillion to 50 trillion
Can you imagine how much money will be going into Mexico , South America, Africa, ASEAN, INDIA, CHINA .
All these low incomer will become richer and the massive commodity they will consume.
0 to 30 T=4k cpo
30 to 50T= 8 k CPO

Every year increase by 2 Trillion is going to push average CPO by RM200 to 300.
If you see the historical trend line of CPO is like Gold.
All the way bull trend because USD buying power is decreasing over time.

Always buy a Mthly GC stock on weakness. Especially in the morning after force sell.

Always buy a Mthly GC stock on weakness. Especially in the morning after force sell.

When the boss bought evermix below PE 20.Market scorned at him.
Now you see whether can buy any cement company below PE 15.
Probably only Esceramics left.

The current market PE for cement company is above 20.
Es ceramics is now a Cement company.
When market start to realise it is no longer a glove related company.
It will be rerated.
Give it a PE 15 x 4.7 sen profit( Past 4 qtr profit)=70sen
If next 3 qtr above 10 m = PE 15 x 7.4 sen profit = RM1.10