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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.
  calvintaneng Posted by kelvin61 > Dec 10, 2020 7:48 AM | Report Abuse Most traders have neglected the super bull run on CPO prices that will bring windfall profits to the Plantation companies. There are still many selling for a song, cheers. CORRECT!! FCPO CLOSED AT ABOVE RM3600 MEANS MORE THAN 100% PROFIT FOR ALL PALM OIL COMPANIES FEB 2021 FANTASTIC RESULTS FOR ALL PALM OIL STOCKS WILL REGISTER HUGE PROFITS WHY? ANSWER: OCTOBER, NOVEMBER & UNTIL DEC 10TH NOW CPO HAS FCPO HAS BEEN HOLDING FIRMLY ABOVE RM3400 TO RM3600 Let's calculate the Feb 2021 figure October 30 days November 30 days December 31 days Total days of last quarter for 2020 is 91 days Today is 10th day of Dec So 2 months & 10 days = 70 days 70/91 = 76.9% of the Feb 2021 results will reflect These Very High Profit months Even if production of FFB decrease by 10% to 15% the Huge Increase in CPO prices over ride all to Excel Conclusion: PALM OIL NOW IN BULL RUN TREND 10/12/2020 8:02 AM calvintaneng Posted by kelvin61 > Dec 10, 2020 7:48 AM | Report Abuse Most traders have neglected the super bull run on CPO prices that will bring windfall profits to the Plantation companies. There are still many selling for a song, cheers. https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-12-10... 10/12/2020 8:43 AM calvintaneng BRENT CRUDE OIL OVER USD50 WILL BOOST BIODISEL USE WHICH IS GREAT FOR FGV & ALL PLANTATION STOCKS, Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-12-11-story-h1537532377-BRENT_CRUDE_OIL_OVER_USD50_WILL_BOOST_BIODISEL_USE_WHICH_IS_GREAT_FOR_F.jsp 11/12/2020 8:16 AM calvintaneng Cpo now Rm3700 Cost Rm1600 Profit Rm2100 Excellent result will out by Feb 2021 11/12/2020 9:32 AM calvintaneng LARGE ABUNDANT CROP FOR THPLANT VERY GOOD QUALITY MAU SANG WANG DURIAN FOR ALL PLANTATION SHARES AS FCPO DEC 2020 NOW AT AMAZING RM3,721 SEE https://www.youtube.com/watch?v=0_ySoCpqyGs 11/12/2020 4:26 PM calvintaneng Yes Us soybean oil at new high of Usd39.68 Monday fcpo will be powered up again!! Now Fcpo at Rm3700 with Thplant cpo cost of Rm3600 means a gigantic profit of Rm2100 The highest in 8 years... Listen to Sifu Warren Buffet If a company business does well its share price will eventually follows He did not say "immediately" he said "eventually" So we buy while cheap and hold very tight because eventually the share price will do well. 12/12/2020 8:11 AM calvintaneng Correction Thplant cost of production only Rm1600 per tonne better than jtiasa at Rm1700 per tonne Jtiasa already 94 sen while Thplant still below 60 sen at 58 sen Thplant reported 2 quarterly positive result while jtiasa only one So Thplant is still very undervalue 12/12/2020 8:15 AM calvintaneng Thplant should move past 60 sen if Jtiasa continue to cross over Rm1.00 soon 14/12/2020 10:03 PM calvintaneng Very good and happy morning Buying the right stock at the right time in the right industry leads to success 16/12/2020 8:24 AM  Mabel Palm oil has a 5 year cycle of long term trends of bull and bears . 2009-2014 uptrend bull run 2014-2019 bears 2020- 2025 uptrend super bull run starts. Farewell Mr Bear, the Bull is taking over… Meow Meow Meow 16/12/2020 1:34 PM Mabel Pekebun sawit sedang menari Harga sawit naik lagi Harga RM 3700 mencecah kembali RM 4000 confirm tak lama lagi Meow Meow Meow 16/12/2020 1:42 PM calvintaneng Very happy morning Brent oil now Usd51 will boost biodisel use and lifting up cpo prices more and more Watch out for higher prices coming for all plantation stocks 17/12/2020 8:48 AM  Mikecyc Haha see see loh : a) Export Duty is exempted until Dec 2020 b) Dec Output c) Short Selling : PSS n RSS will not be ban starting Jan 2021 , IDSS n PDT is banned until Feb 2021 . 17/12/2020 9:02 PM Mikecyc In an announcement to Bursa Malaysia, TH Plantations said it was informed by Tamaco that the EPU had withdrawn the approval in a letter dated Dec 4, one year after the sales and purchase agreement (SPA) was signed. KUALA LUMPUR: TH Plantations Bhd’s proposal to sell its two plantation companies to Tamaco Plantation Sdn Bhd for RM170mil has been scuttled after the Economic Planning Unit (EPU) withdrew its consent. In an announcement to Bursa Malaysia, TH Plantations said it was informed by Tamaco that the EPU had withdrawn the approval in a letter dated Dec 4, one year after the sales and purchase agreement (SPA) was signed. 17/12/2020 9:08 PM Mikecyc Referred to FY20 (Q2 ) ended June : a) Financial assets Trade and other receivables 38,857,000 Cash and bank balances 49,741,000 total = 88,598,000 b) Financial liabilities Loans and borrowings 1,261,544,000 Trade and other payables 226,986,000 Lease liabilities 79,020,000 total = 1,567,550,00 a) - b ) = ( 1,478,952,000 ) 17/12/2020 9:11 PM Mikecyc FY20 Q2 ended June with Profit RM 8.157 million but NTA is reduced from 0.64 to 0.63 ... Why ? is sold subsidiary company plantation loh .. Total Equity : 816,822,000 Loans n Borrowings : 1,261,544,000 Gearing Ratio : 1.54 .. high risk 17/12/2020 9:13 PM Mikecyc Haha Oct output is decreased huge % .. Nov will be decrease more ke , like Jtiasa ke ... 17/12/2020 9:17 PM calvintaneng For Thplant It is the most efficient Palm oil producer Among the lowest cost & therefore Thplant among the very first to show two quarter profits .92 sen Then a jump to 1.78 sen And that profit was based on CPO at Rm2,477 NOW FCPO Jan 2021 ALREADY RM3,608 See https://www.bursamalaysia.com/market_information/derivatives_prices So Rm3,608 - Rm2,477 = Rm1,131 EXTRA PROFIT UPON PROFIT NOW OR UP ANOTHER 45.6% So less 10% to 15% production is very minimal FEB 2021 RESULT FOR TH PLANT WILL BLOW MICKEY MOUSE TO OUTER SPACE!! HUHUHU!! ALL HAPPILY INVESTING IN TH PLANT NOW!!! 17/12/2020 9:30 PM calvintaneng HIDE IN THE TOTAL SAFETY OF PALM OIL STOCKS NOW! NOW!! NOW!!! Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-12-18-story-h1538281155-HIDE_IN_THE_TOTAL_SAFETY_OF_PALM_OIL_STOCKS_NOW_NOW_NOW_Calvin_Tan_Rese.jsp 18/12/2020 4:39 PM calvintaneng BRENT OIL UP OVER USD52.00 NOW IS VERY VERY GOOD BOOSTER FOR ALL PALM OIL BULLRUN STOCKS BECAUSE OF CPO CONVERTED TO BIODISEL USE MORE & MORE NOW https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-12-21-story-h1538310817-BRENT_OIL_UP_OVER_USD52_00_NOW_IS_VERY_VERY_GOOD_BOOSTER_FOR_PALM_OIL_B.jsp 21/12/2020 7:46 AM calvintaneng Thplant Got palm oil now fcpo Jan 2021 over Rm3600 Got lumber Now very high over Usd840 Thplant now a great bargain 22/12/2020 4:39 PM calvintaneng 8% CPO TAX FROM JAN 1 TO 31 2021: A LOOK AT HOW IT AFFECTS PALM OIL SHARES IN MALAYSIA, Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-12-23-story-h1538342754-8_CPO_TAX_FROM_JAN_1_TO_31_2021_A_LOOK_AT_HOW_IT_AFFECTS_PALM_OIL_SHARE.jsp 23/12/2020 2:32 AM calvintaneng PALM OIL: WHY IT IS GOING INTO EXPLOSIVE BULL RUN NOW IN STRONG UPTREND, Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-12-23-story-h1538368511-PALM_OIL_WHY_IT_IS_GOING_INTO_EXPLOSIVE_BULL_RUN_NOW_IN_STRONG_UPTREND_.jsp 23/12/2020 11:10 PM calvintaneng Very happy day as Us soybean crossed Usd12.60 Now watch Cpo reach 10 year record high of Rm4000 24/12/2020 8:01 AM calvintaneng WHOA FCPO JAN 2021 NOW REACHED RM3,877 GOING UP LIKE BALLISTIC MISSILE 24/12/2020 3:20 PM calvintaneng CPO Now Rm3,856 near all time high of Year 2,000 at Rm4,000: See How Thplant, Chinteck, MHC plant, TDM & others performed, Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-12-27-story-h1538403236-CPO_Now_Rm3_856_near_all_time_high_of_Year_2_000_at_Rm4_000_See_How_Thp.jsp 27/12/2020 9:31 PM calvintaneng FCPO JAN 2021 TOUCHED NEW HIGH OF RM3,880 MEANS YEAR 2021 CPO PRICES WILL BE STILL BULLISH, Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-12-30-story-h1538458941-FCPO_JAN_2021_TOUCHED_NEW_HIGH_OF_RM3_880_MEANS_YEAR_2021_CPO_PRICES_WI.jsp 30/12/2020 4:08 PM calvintaneng Th Plant also got lumber booster https://markets.businessinsider.com/commodities/lumber-price 30/12/2020 4:20 PM calvintaneng Tomorrow? maybe famine coming and not enough food from buying just in time now nations are buying just in case sure rush to secure palm oil and soybean oil running out and maybe no more left in few months time due to la nina 31/12/2020 12:08 AM Mabel Meow Meow Meow Happy New Year Rivers and sea know this: there is no hurry. We shall get there some day. Meanwhile leave the roads and take the trails to reach your destination. May 2021 beats 2020.. Aameen 01/01/2021 8:16 AM calvintaneng VERY HAPPY NEW YEAR 2021 MAY ALL HAVE A PROFITABLE & FANTASTIC YEAR!! 04/01/2021 8:47 AM calvintaneng Wahahaha!! Fcpo Jan 2021 closed at new high of Rm3,950! Cost of production only Rm1,465? Amazing profit exploding upward Go go power ranger !!! 04/01/2021 6:41 PM bonbon You promote more, it drops more. If I were you, I will keep my mouth shut. Buy as many as you like, no need to promote hardly here. 11/01/2021 4:00 PM Mabel OIL PALM PLANTATIONS TO OPERATE AS NORMAL IF MCO IS RE-ENFORCED - Bernama 11-Jan-2021 04:14:12 PM KUALA LUMPUR, Jan 11 (Bernama) -- The Ministry of Plantation Industries and Commodities (KPPK) has given an assurance that oil palm plantations will be given permission to operate as usual if the government implements the Movement Control Order (MCO) 2.0. Minister Datuk Dr Mohd Khairuddin Aman Razali said this was important to ensure that palm oil production was not interrupted and the country could continue its commodity exports to the rest of the world. "We have gone through the MCO 1.0 phase in March 2020 and today we have been through it for almost one year. Of course, we have learned the best way for us to manage the plantations more prudently. "Besides that, workers in oil palm plantations have always practised social distancing and their jobs require them to distance themselves. Hence, the spread of COVID-19 can be avoided," he told a press conference in conjunction with the Palm Oil Economic Review & Outlook (R&O) today. Mohd Khairuddin said his ministry was optimistic that the palm oil trade performance would be better this year due to the positive forecast of the country's economy, as well as productivity, which is expected to increase due to good agricultural practices that formed the basis of the Malaysian Sustainable Palm Oil (MPSO) certification scheme. He said as at Dec 31, 2020, a total of 5.2 million hectares or 88.25 per cent of the 5.9 million hectares under oil palm cultivation in Malaysia have obtained the MSPO certificates. A total of 434 mills or 96.02 per cent of the 452 palm oil mills have also obtained the MSPO certificates. Meanwhile, he said Malaysia has decided to file legal action with the World Trade Organisation (WTO) against the European Union's (EU) restrictions on palm oil-based biofuel 11/01/2021 9:45 PM TheSecret Don't dream for 18 sen. Wait patiently until quarter result comes out, I think sure will better result quarter by quarter. I hold. La Nina still serious at oversea. 17/01/2021 5:13 PM TheSecret Good morning South America Weather Radar shows Argentina very dry Soybean and Corn will be fair in Brazil but quite bad in Argentina that means that Soyoil will be sustained Thus palm oil should be well supported above Rm3000 Production is as low as Rm1465 by Thplant and No tax of 8% if cpo prices falls below Rm3450 So most Palm oil companies will enjoy 100% net profit for 2021 Glove ASP now at its apex and will plateaued off and also Glove prices up alot from it's lows Tech stocks surged very very high but got only average earnings So P/E now very high Only palm oil stocks got real and solid earnings for 2021 and prices still low So go for palm oil shares while others chase bubbles 19/01/2021 9:30 AM  |
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