THE INVESTMENT APPROACH OF CALVIN TAN

PALM OIL COMPANIES: KLK, BATU KAWAN & TSH RESOURCES GOOD, GREAT & FANTASTIC RESULTS OUT, Calvin Tan Research

calvintaneng
Publish date: Wed, 19 May 2021, 10:46 PM
calvintaneng
0 1,801
Hi Guys,

I have An Investment Approach I which I would like to all.
Following Message

Dear Friends & Investors of i3 Forum (Please read to the end while we type now)

At last the Good Results of Palm Oil Companies are coming out

 

See

TSH RESOURCES

 

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2021
 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2021
31 Mar 2020
31 Mar 2021
31 Mar 2020
$$'000
$$'000
$$'000
$$'000
1 Revenue
198,717
209,144
198,717
209,144
2 Profit/(loss) before tax
21,023
6,200
21,023
6,200
3 Profit/(loss) for the period
26,448
7,952
26,448
7,952
4 Profit/(loss) attributable to ordinary equity holders of the parent
20,783
2,254
20,783
2,254
5 Basic earnings/(loss) per share (Subunit)
1.51
0.16
1.51
0.16
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
1.0644
1.0531
 

Revenue has dropped slightly Rm209 Millions to Rm198 Millions

 

BUT PROFITS UP FROM RM2.254 MILLIONS TO RM20.783 MILLIONS

OR UP 922%

 

THAT IS DUE TO LESS FFB BUT VERY HIGH CPO PRICES!

AND THE BEST IS YET TO COME FOR TSH AS BY 2 QTR THE DISPOSAL OF LANDS WILL BOOST EVEN BETTER PROFIT

 

 

 

KLK

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2021
 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2021
31 Mar 2020
31 Mar 2021
31 Mar 2020
$$'000
$$'000
$$'000
$$'000
1 Revenue
4,508,712
3,803,983
8,808,505
7,881,391
2 Profit/(loss) before tax
649,273
102,570
1,143,155
362,329
3 Profit/(loss) for the period
520,050
23,120
927,757
214,133
4 Profit/(loss) attributable to ordinary equity holders of the parent
490,439
27,892
847,847
195,091
5 Basic earnings/(loss) per share (Subunit)
45.50
2.60
78.60
18.30
6 Proposed/Declared dividend per share (Subunit)
20.00
15.00
20.00
15.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
10.5900
10.0400
 

AN EXCELLENT JUMP FROM 2.60 SEN PROFIT TO 45.50 SEN PROFIT

UP A WHOPPING 1,750% (Looks like Glove Superbull early stage in profit growth?)

VERY GOOD! BEST MONTHS YET AHEAD

 

BATU KAWAN

 

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2021
 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2021
31 Mar 2020
31 Mar 2021
31 Mar 2020
$$'000
$$'000
$$'000
$$'000
1 Revenue
4,725,944
3,933,221
9,162,009
8,139,325
2 Profit/(loss) before tax
690,370
111,704
1,215,320
405,456
3 Profit/(loss) for the period
552,633
27,149
985,073
244,536
4 Profit/(loss) attributable to ordinary equity holders of the parent
261,081
16,020
452,432
119,452
5 Basic earnings/(loss) per share (Subunit)
65.82
4.07
114.06
30.32
6 Proposed/Declared dividend per share (Subunit)
20.00
15.00
20.00
15.00
   
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
15.5400
14.7700

Definition of Subunit:

In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
 

Country Base Unit Subunit
Malaysia Ringgit Sen
United States Dollar Cent
United Kingdom Pound Pence

 

PROFIT JUMPED FROM 4.07 SEN TO 65.82 SEN

UP A WHOPPING 1,617%

FANTASTIC

DIVIDEND ALSO INCREASED FROM 15 SEN TO 20 SEN

WELL DONE

AND THE BEST QUARTERS ARE YET AHEAD IN THE PALM OIL SUPER BULL TIME

 

 

BEST REGARDS

 

Calvin Tan Research

 

Please buy or sell AFTER DOING YOUR OWN DUE STUDY AND INVESTIGATION

 

IN DOUBT PLEASE CONSULT YOUR REMISIER OR FUND MANAGER

 

 

 

 

 

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Discussions
3 people like this. Showing 9 of 9 comments

bulldog

TDM is the next


Huat chaiii

2021-05-20 03:34

calvintaneng

Very Good

TDM already made its monies from palm oil & invested in 4 Hospitals for long term stable income

Palm oil being a Cash Crop is just like SEE'S CANDY

Warren Buffet used the dividends from SEE's CANDY to invest in other companies

2021-05-20 07:03

calvintaneng

Very happy morning all

The Rock Solid Results of KLK & BATU KAWAN will mirror that of all Palm Oil stocks including FGV

Now FGV failed privatisation was Rm1.30 & today closing price is Rm1.36

THERE IS A HUGE MARGIN OF SAFEY HERE

THE LOWEST SUPPORT IS RM1.30 GUARANTEED BY FELDA
(BUT WE ARE NOT SELLING)

So from Rm1.36 to Rm1.30 the Worst Downside is only a mere 6 sen

WHAT IS THE POSSIBLE UPSIDE BY AUG 3RD WHEN FELDA HAS TO REVISE ITS PRICE UPWARD OR GIVE UP?

FROM PAST PRIVATISATION REJECTED

1) KBUNAI WAS REJECTED AT 55 SEN
LATER PRICE TO PRIVATISE UP ANOTHER 100% TO 11 SEN
See https://klse.i3investor.com/servlets/stk/3115.jsp

2) KAF WAS GIVEN ABOUT RM1.30 BUT FAIED
LATER KAF UPPED 100% TO RM2.60 & THEN TAKEN PRIVATE

CAN WE EXPECT A MORE FAIR & HIGHER OFFER?

JUST HOLD TILL AUG 2021
20/05/2021 7:16 AM

2021-05-20 07:49

calvintaneng

What other Palm Oil stocks were taken Private?

No. 1

KULIM

Kulim taken private from Rm2.50 to Rm4.10

A Generous 60% Extra

After Kulim was taken private they converted 2 Palm oil Estates into Thriving Townships in Desaru & Pengerang, Johor

https://klse.i3investor.com/servlets/stk/2003.jsp
20/05/2021 7:23 AM

2021-05-20 07:49

calvintaneng

2. TMAKMUR

TMakmur was taken private from Rm1.38 to Rm1.90 by Pahang Royalty

A generous 38% premium

Is FGV at Rm1.30 fair when TMakmur such a small plantation worth Rm1.90?

See

https://klse.i3investor.com/servlets/stk/5251.jsp
20/05/2021 7:26 AM

2021-05-20 07:50

calvintaneng

3) KWANTAS

A VERY HUGE SURPRISE

WHEN KWANTAS WAS ONLY 50 SEN THEY OFFERED RM1.65 (MORE THAN 200% EXTRA)

TO TAKE THIS SABAH OIL PALM PLANTATION PRIVATE

IS KWANTAS ASSETS LESSER VALUE THAN FGV VAST HOLDINGS?

See

https://klse.i3investor.com/servlets/stk/6572.jsp
20/05/2021 7:30 AM

2021-05-20 07:51

Sslee

Next quarter will be even much better if CPO price remain above RM 4K.

2021-05-20 08:32

Bgt 9963

Post removed.Why?

2021-05-20 08:46

Sichang

Why result good but stock still down ?

2021-05-20 11:10

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