THE INVESTMENT APPROACH OF CALVIN TAN
TSH, TAANN, SOP & HS PLANT : Compare & Contrast Their Earnings' Potential, Calvin Tan
calvintaneng
Publish date: Mon, 06 Jun 2022, 06:04 PM
calvintaneng
0 1,841
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
SUMMARY OF KEY FINANCIAL INFORMATION |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | |||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| 31 Mar 2022 | 31 Mar 2021 | 31 Mar 2022 | 31 Mar 2021 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 337,349 | 244,081 | 337,349 | 244,081 |
| 2 | Profit/(loss) before tax | 115,849 | 38,978 | 115,849 | 38,978 |
| 3 | Profit/(loss) for the period | 106,700 | 26,448 | 106,700 | 26,448 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 101,864 | 15,565 | 101,864 | 15,565 |
| 5 | Basic earnings/(loss) per share (Subunit) | 6.99 | 1.51 | 6.99 | 1.51 |
| 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 ($$) | 1.2630 | 1.1892 | ||
This qtr profit 6.99 sen
Annualised 6.99 x 4
= 27.96 sen
Current price Rm1.27
To get P/E divides Rm1.27 by 27.96 sen
= 4.54
That means it only takes 4.54 years to double your money
FD in Bank at 1.75% has a P/E of 57.14
So it will take very long 57 years to double your money
2) TAANN
SUMMARY OF KEY FINANCIAL INFORMATION |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | |||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| 31 Mar 2022 | 31 Mar 2021 | 31 Mar 2022 | 31 Mar 2021 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 487,754 | 340,621 | 487,754 | 340,621 |
| 2 | Profit/(loss) before tax | 114,819 | 47,562 | 114,819 | 47,562 |
| 3 | Profit/(loss) for the period | 121,134 | 47,833 | 121,134 | 47,833 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 104,620 | 40,975 | 104,620 | 40,975 |
| 5 | Basic earnings/(loss) per share (Subunit) | 23.75 | 9.30 | 23.75 | 9.30 |
| 6 | Proposed/Declared dividend per share (Subunit) | 10.00 | 0.00 | 15.00 | 0.00 |
| | | AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 3.8200 | 3.6300 | ||
TAANN earns 23.75 sen
Annualised 23.75 x 4
= 95 sen
Current price Rm5.01
P/E is 5.27
SUMMARY OF KEY FINANCIAL INFORMATION |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | |||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| 31 Mar 2022 | 31 Mar 2021 | 31 Mar 2022 | 31 Mar 2021 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 1,434,576 | 788,322 | 1,434,576 | 788,322 |
| 2 | Profit/(loss) before tax | 268,605 | 113,033 | 268,605 | 113,033 |
| 3 | Profit/(loss) for the period | 205,737 | 86,610 | 205,737 | 86,610 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 194,991 | 79,057 | 194,991 | 79,057 |
| 5 | Basic earnings/(loss) per share (Subunit) | 34.09 | 13.84 | 34.09 | 13.84 |
| 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 ($$) | 5.2400 | 4.9000 | ||
EARNS 34.09 sen
Annualised 34.09 x 4
= Rm1.3636
Current price Rm5.46
P/E is 4
Very superior!
SUMMARY OF KEY FINANCIAL INFORMATION |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | |||
| CURRENT YEAR QUARTER | PRECEDING YEAR CORRESPONDING QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR CORRESPONDING PERIOD | ||
| 31 Mar 2022 | 31 Mar 2021 | 31 Mar 2022 | 31 Mar 2021 | ||
| $$'000 | $$'000 | $$'000 | $$'000 | ||
| 1 | Revenue | 242,153 | 121,322 | 242,153 | 121,322 |
| 2 | Profit/(loss) before tax | 124,920 | 39,237 | 124,920 | 39,237 |
| 3 | Profit/(loss) for the period | 101,667 | 29,369 | 101,667 | 29,369 |
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 101,667 | 29,369 | 101,667 | 29,369 |
| 5 | Basic earnings/(loss) per share (Subunit) | 12.71 | 3.67 | 12.71 | 3.67 |
| 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
| | | AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | ||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) | 2.3300 | 2.3500 | ||
Earns 12.71 sen
Annualised 12.71 x 4
50.84 sen
Current price is Rm2.73
P/E = 5.36
Above are 4 Outstanding Palm oil shares with potential
Now P/E 4 to 5
During Palm oil Bull Run years of 2007 to 2012 P/E were 20 to 25
So there is great value now
Best regards
Calvin
Please buy or sell after doing your own due diligence or consult your remisier/fund manager
Posted in Tsh Resources forum
Comments below
i was curious as to what P/E ratio was TSH trading at in previous years..... shock to find out 2016-44x, 2017-19x, 2018-38x, 2019-38x, 2020-19x, 2021-12x....... and surprise2, current 2022 forward Q1 p/E is only 5x,,,, talk about potential upside
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Discussions
Be the first to like this. Showing 14 of 14 comments
yes got short cycle as well as long cycle
should could be weeks or months
long can be like 7 years of Joseph Egypt famine time
or like oil price rise from year 1970 during Arab oil embargo for 50 years now
now this palm oil bull run looks like going to last a long time more just like Arab oil embargo in the 70s
if World weather havoc last longer who knows palm oil bull can last for a decade
2022-06-07 20:04
this time it looks like palm oil prices can be very high for a long time due to
Ukraine & Russian war
2 world war lasted for 6 years from 1939 to 1945
also world population growth while less lands for food and vege oil
also high cost of fertilizer
plus drougt and flood
all these will keep palm oil prices elevated
2022-06-07 20:09
Ukraine war will not likely affect CPO price. High fertilizer cost will not increase CPO price. Supply & demand will.
2022-06-07 20:22
Supply of food and palm oil have limits due to limited lands
Demand by world population growth will be ever increasing
So demand increases while supply decreases prices must go up
Last time in the 1960s one basketful of gombak durians with 25 Big durian fruit inside only cost Rm25
Today one small durian cost Rm30
2022-06-07 21:12
Yes 60 years ago
One big durian was only Rm1.00
Today one small durian cost Rm30
2022-06-07 21:14
Countries around the globe now more interested to invest in weapons than farming. Scarcity of foods can only get worse instead of improving.
2022-06-07 21:14
Agriculture has been cheap and abundant for a very long time and everyone took it for granted
Now no more
And not enough
2022-06-07 21:20
IN ALL THE WORLD VEGE OIL PRICES ARE IN STRATOSPHERE
PALM OIL PRICES WILL BE ELEVATED AND PROFITS WILL INCREASE BY LEAPS & BOUNDS
2022-06-08 22:33
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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
ahlekteogm
Calvin Tan, where is your EPS guidance?
2022-06-07 11:47