THE INVESTMENT APPROACH OF CALVIN TAN

CHINA BUYING 1 MILLION TONNES CPO FROM INDONESIA PLUS INVEST IN GREENTECH PARK IS BEST NEWS FOR TSH RESOURCES, Calvin Tan

calvintaneng
Publish date: Wed, 27 Jul 2022, 12:43 PM
Hi Guys,

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

Dear Genuine Successful Investors

Today got 2 very good news for TSH RESOURCES


1) TSH GOT 80% PALM OIL ESTATES IN INDONESIA WILL BENEFIT FROM CHINA BUYING MORE CPO FROM INDONESIA


See

China Agrees to Increase CPO Imports from Indonesia

BY :DION BISARA

JULY 27, 2022


Jakarta. China has unveiled a commitment to increase its crude palm oil import from Indonesia by 1 million metric tons, or about a fifth of its annual imports, in a move that should help pare down the Southeast Asian producer's surplus inventories and prop up the commodity prices among local farmers.   

China Prime Minister Li Keqiang conveyed the plan to President Joko "Jokowi" Widodo when they met at Diaoyutai State Guesthouse in Beijing Tuesday. 

Jokowi expressed appreciation of the plan and hoped it would strengthen bilateral trade ties between the two countries. "The opportunity here to increase trade is huge," Jokowi said in a statement.

China is one of the main consumers of Indonesia's CPO and other commodities. In 2021, the world's second largest economy imported 4.7 million tons of CPO from Indonesia, increasing 7 percent from the pandemic low of 4.39 million tons in 2020, according to data from the Central Statistics Agency (BPS). 

Last year's shipment to China accounted for 9.5 percent of Indonesia's CPO export, the second largest after India, BPS data showed. 

Minister of State-Owned Enterprises Erick Thohir, who accompanied Jokowi in the meeting, said the plan should advance Indonesia's agricultural productivity and farmers' welfare.

With this cooperation, Indonesia can increase the certainty of market absorption of farmers' products, Erick said in a separate statement. 

The Indonesian Palm Oil Association (Gapki) said earlier that Indonesia faces a CPO excess supply following the country's brief export ban for the commodity in April.  

Processing plants sit on about 7.1 million tons of unsold CPO early this month, Gapki said, nearing the total capacity of their storage capacity. That, in turn, forces them to decline fresh fruit bunches supply, further driving down prices among farmers. 

To alleviate the problem, the government decided to drop CPO export levies until the end of August, from $55-200 per metric ton previously. 

China's CPO import was among several issues discussed during Jokowi's meeting with Li Keqiang in his two-day visit to China on July 25 and 26. The two countries also seek to strengthen cooperation in trade, investment, infrastructure, finance, funding, and maritime sectors, Jokowi said.

Besides Erick, the Coordinating Minister for Maritime Affairs and Investment Luhut Binsar Pandjaitan, Minister of Foreign Affairs Retno Marsudi, Minister of State Secretary Pratikno, Minister of Investment/Head of BKPM Bahlil Lahadalia, and Indonesian Ambassador to Beijing Djauhari Oratmangun were also present at the meeting.


2) CHINA URGED TO INVEST IN GREENTECH PARK OF EAST KALIMANTAN 

MEANS BULUGAN REGENCY LAND SALE BY TSH FOR RM731.09 CASH AND PROFIT 31 SEN IS NOW A CERTAINTY

See


TEMPO.CO, Jakarta - President Joko “Jokowi” Widodo met with China's Prime Minister Li Keqiang at the Diaoyutai State Guesthouse, Beijing, on July 26. The bilateral meeting produced a number of deals in the economic sector. 

"China expressed a commitment to increase imports of CPO (Crude Palm Oil) by 1 million tons from Indonesia," according to an official written statement from the State Palace. 

In addition, China also pledged to prioritize imports of Indonesian agricultural products. Meanwhile, in the trade sector, the two leaders discussed cooperation in the development of the Green Industrial Park in North Kalimantan.

In his speech, Jokowi asserted China’s role as Indonesia's strategic partner and said the two countries had succeeded in the partnership with mutually beneficial cooperation.

"In the meeting with Premier Li, I hope we can discuss various cooperations, especially in the fields of trade, investment, infrastructure, finance, funding, and maritime," said Jokowi.

The President also mentioned that the trade value between Indonesia and China continues to increase and has already exceeded 100 billion US dollars. Jokowi also hopes that this cooperation can continue to be improved.

Meanwhile, Foreign Minister Retno Marsudi said that Jokowi's visit to Beijing was the first visit by a world leader to take place after the Winter Olympics in Beijing in early 2022. "The main focus of the meeting of the two leaders is to increase mutually beneficial economic cooperation," said Retno.

During his state visit to China, Jokowi also met with President Xi Jinping and talked about a plethora of bilateral issues such as the South-South Cooperation.

FAJAR PEBRIANTO


Read again:



In addition, China also pledged to prioritize imports of Indonesian agricultural products. Meanwhile, in the trade sector, the two leaders discussed cooperation in the development of the Green Industrial Park in North Kalimantan.

Note: Greentech Industrial Park in East Kalimantan is located in Bulugan Regency in which TSH is selling over 32,000 acres of lands for Rm731.09 Millions with Profit of 31 Sen



PLUS MORE

See This


Minister of State-Owned Enterprises Erick Thohir, who accompanied Jokowi in the meeting, said the plan should advance Indonesia's agricultural productivity and farmers' welfare.

With this cooperation, Indonesia can increase the certainty of market absorption of farmers' products, Erick said in a separate statement. 


Who is this Minister of State-Owned Enterprizes called Erick Thohir?

Answer

He is the brother of Garibaldi Thohir who jointly owned with TSH the Lands for sale in Bulugan Regency


See

Erick Thohir

From Wikipedia, the free encyclopedia

Erick Thohir (born 30 May 1970) is an Indonesian businessman and politician who has served as Indonesia's Minister of State Owned Enterprises since 2019. He is the founder of Mahaka Group,[1] a conglomeration that focuses on media, sports and entertainment. Globally known as the former owner and chairman of Italian football giant Inter Milan[2] and US soccer club D.C. United,[3] Thohir currently owns English League One team Oxford United and Liga 1 outfit Persis Solo along with Kaesang Pangarep, the youngest son of President Joko Widodo. He was also the president director of ANTV[1] television station and the chief of the Indonesian Olympic Committee. In 2019, he became a member of the International Olympic Committee (IOC).[5]

Erick Thohir
Menteri BUMN Erick Thohir.jpg

Assumed office
23 October 2019
President
Preceded by
Personal details
Born
30 May 1970  (age 52)
Jakarta, Indonesia
Nationality
Residence(s)
Jakarta, Indonesia
Occupation
Businessman, entrepreneur
Known for
Vice President Commissioner of   Mahaka Media [1]
Former owner and chairman of   Inter Milan [2]
Former owner of   D.C. United [3]
Former president director of   Visi Media Asia [1]
President of   INASGOC [4]
Former president director of   antv
President Director of Masyarakat Ekonomi Syariah
Owner of   Persis Solo



READ THIS


Early and personal life[edit]

Erick Thohir was born on 30 May 1970.[6] His father, Teddy Thohir, was a co-owner of the automotive group Astra International with William Soeryadjaya.[7][8] His brother, Garibaldi Thohir, is an investment banker and entrepreneur in the energy sector. He also has a sister, Rika Thohir.[8] As a child, the younger Thohir helped the family business.[7]

Thohir received his master's degree in 1993 from National University (California), United States.[7]

Currently, Thohir's family holding company, TNT Group, has large investments in the Indonesian energy, foods, property and media industries. In 2015, the TNT group had a revenue of $1.1 billion.


Read again



 His brother, Garibaldi Thohir, is an investment banker and entrepreneur in the energy sector


Garibaldi is the Joint Owner of Bulugan Regency Lands with TSH as well as others in East Kalimantan

South of Bulugan Regency is the Super Boom Zone of Nusantara in Which TSH has another 94,700 Acres of Prime Lands

Wizman

BILLIONAIRE GARIBALDI THOHIR OF PT ADARO ENERGY - TSH INDONESIA PALM OIL ESTATE PARTNER
TheStar: Friday 22-4-2022 - Billionaire To Use Profit Boom For Green Shift
JAKARTA: PT Adaro Energy, one of Indonesia’s biggest coal miners, is shifting to renewable energy after
making a fortune from surging commodity prices. The company led by Garibaldi Thohir, the older brother
of State Enterprises Minister Erick Thohir, is building solar-powered plants with over 200 megawatt
capacity on retired mine sites in Kalimantan, Batam and Bintan provinces.

It will also build hydro power plants in a green industrial park being set up by the government in North
Kalimantan.“We want to cease our dependence on coal,” Garibaldi said in an interview on Tuesday.
We want to “move to renewable energy with the final goal of having an entity called Adaro Green Energy.”

Adaro plans to use the excess profit last year and this year to help fund its 10-year pivot to clean energy,
said Garibaldi. The group’s net income soared more than 500% in 2021 as coal prices surged amid a
supply crunch. Profit is forecast to climb further this year as the Ukraine war is pushing prices even
higher. The company’s move bodes well for Indonesia, the world’s largest thermal coal exporter, which
needs to double the national renewable energy capacity by 2025 to reduce carbon emissions. For a
start, new unit Adaro Aluminium Indonesia will develop a facility in Kalimantan Green Industrial Park
to produce 500,000 tonnes of aluminum ingots in 2024.

Thohir said he wants the group to take part in president Joko Widodo’s ambition to develop an end-to-
end electric vehicle (EV) battery industry in the country that is also the world’s largest producer of nickel,
a key material in battery making.Indonesia could become a world leader of the industry in 20 years’ time,
he said. About US$1bil (RM4.28bil) may be spent on the smelter to cater for metal demand for EV
components, he said, adding that the co will seek a partner for the project. “I see cars with eco-labels
in the future and we can have those cars built here in Indonesia,” Garibaldi said. — Bloomberg

Market Talk:-
The Indonesian Government on the shifting of the administrative capital of Indonesia to East
Kalimantan has a positive effect as it will accelerate the economic and infrastructure
development in East Kalimantan where TSH plantation is located.

TSH bought the North Kalimantan estate together with Indonesia partner [10% stake]
Garibaldi Thohir in 2011. The remaining 4 estates in Kutai Barat & Timur which TSH
bought 2006-2013 could share the same trusted, well-connected powerful
Indonesia partner [10% stake],Garibaldi Thohir.

1 month ago


Now Those Kutai Lands are going up everyday like "hot cakes"

Wizman

To recap bursa announcement on 4th April 2022:-
TSH 90% owned subsidiary, Bulungan Citra Agro Persada [BCAP] sold 13,214.90 hec together with adjoining
683.36 hec Tanah Kuning village & Mangkupadi village,Tanjung Palas,North Kalimantan to PT Kawasan
Industri Kalimantan Indonesia [KIKI] & PT Kalimantan Industrial Park Indonesia [KIPI].

For shareholders' information, the land disposal is regarded as a related party transaction & the said land
has been earmarked for the development of an integrated green industrial estate in North Kalimantan
by the government of Indonesia.

Seller: BCAP shareholder - TSH Logistics Sdn Bhd 90% & Garibaldi Thohir 10%.
Buyer: Indonesia's PT Kawasan Industri Kalimantan Indonesia [KIKI]
& PT Kalimantan Industrial Park Indonesia [KIPI].
Raden Harry Zulnardy is the Director of BCAP & KIKI & KIPI.
[pls read bursa announcement on 4April'22, page16:section9(ii)]

1 month ago


SEE THE INFO GATHERED

Wizman

I ask Indonesia's based real estate company to check TSH one of the palm oil estate in
Desa Rantau Makmur, Tanjung Labu, Kecamatan Rantau Pulung, Kabupaten Kutai Timur,
Kalimantan Timur. Total land area = 18,372 acre/7,435 hectare.

According to them, the surrounding market value as below:-
2nd road/2nd tier = RM7.00psf - RM14.00psf
main road/1st tier = RM27.80psf - RM41.80psf

Market Value / Total Land MV / TSH Share Price
RM7.00psf - $5,601,990,240/ $4 per share
RM14.00psf - $11,203,980,480/ $8 per share
RM27.80psf - $22,247,904,096 / $16 per share
RM41.80psf - $33,451,884,576 / $24 per share
[TSH total shares = 1,380,173,509]

Let's see average market value ($4+$8+$16+$24÷4)
= RM13 per share
[only one palm oil estate taken for calculation]

TSH indeed severely undervalued?

1 month ago


TSH NOW FACE A VERY BRIGHT FUTURE PROSPECTS

DIRECTORS/INSIDERS ARE BUYING EVERYDAY AS IF NO TOMORROW



TSH Now Rm1.00

Our One Year Target Price is Rm2.70


Best & Warmest Regards


Calvin Tan

Please buy or sell after doing your own due diligence or consult your remisier/fund manager








































Discussions
Be the first to like this. Showing 10 of 10 comments

calvintaneng

TSH RESOURCES (9059) & TAANN (5012) TWO PALM OIL STOCKS (KLSE) CHOSEN BY MORGAN STANLEY IN MSCI, Calvin Tan

https://sgx.i3investor.com/blogs/Jbhouseforsale/2022-07-26-story-h49564312-TSH_RESOURCES_9059_TAANN_5012_TWO_PALM_OIL_STOCKS_KLSE_CHOSEN_BT_MORGAN_S.jsp

2 months ago

calvintaneng

TSH RESOURCES (9059) KEEP THESE FIGURES IN MIND IF YOU OWN TSH SHARES (PRINT IT OUT PUT IT ON THE WALL TO REMIND YOURSELVES), Calvin Tan

https://sgx.i3investor.com/blogs/Jbhouseforsale/2022-07-24-story-h49564213-TSH_RESOURCES_9059_KEEP_THESE_FIGURES_IN_MIND_IF_YOU_OWN_TSH_SHARES_PRINT.jsp

2 months ago

calvintaneng

MORGAN STANLEY CHOSE TSH AND TAANN AMONG 42 PALM OIL STOCKS FOR ITS MSCI

2 months ago

calvintaneng

Sabah Govt chose Tsh to manage its palm oil called Innoprise plant

Tsh leadership has been examplary

Inno gives very good dividends

2 months ago

calvintaneng

Fong Siling aka Cold Eye also trust Tsh leadership

2 months ago

calvintaneng

Above all the Directors of Tsh believe in Tsh and put their life savings into Tsh like no tomorrow

2 months ago

calvintaneng

Good morning all

after Fed raised interest rate by .75% the market rebounded as it thinks the world is now over

So all the bad news from Indon Cpo export have already priced in and now Cpo has found a solid bottom at Rm3800 plus

this price is actually excellent looking at Cpo historic prices

in year 2019'Cpo fell below Rm2,200. So Rm3800 means it is up by a good margin

With Cpo production cost of Rm1800 for Tsh and Innoplant it's associates the profit is still a very substantial Rm2,000 per ton gross

So we look forward to many more quarters of excellent results

Plus who knows how fast the surplus Cpo from Indon will melt away and scarcity will resume to push Cpo above Rm4,000 to Rm5,000 range again


1 hour ago



calvintaneng

Market rebounded after Fed raised ràes by 0.75% as Market thinks the worst is now over

So will be the same for palm oil

Drought in Europe
War in Ukraine
Floods in India and China

Restriction of further conversion of palm oil land from forest

World population growth
Renewal Energy Refineries mushrooming in USA

Indonesia pivoting to B40 for Biofuel

All these will propel Palm Oil usage more and more from fossil fuel


1 hour ago



calvintaneng

Plus only palm oil co as a group are earning real monies

Can expect High dividends
Special dividends

Free bonus and possible free warrants

Ioi corp already has Rm2.3 Billions Cash Hoard still looking to Uob Bank for more Financial support for expansion in palm oil business is a good sign

All palm oil cos are sanguine notwithstanding the weak current prices which is only temporary and will all rebound up in time

1 hour ago



calvintaneng

Think carefully and think deeply

Director Tan Aik Pen every day buying 500,000 shares of Tsh with his own hard earned monies (early months he only bought 150,000 shares daily then)

Why 500,000 shares now ?

Answer :

Because he knows buying 150,000 shares at Rm1.79 then was good

But buying at Rm1.02 for 500,000 shares now is superb bargain

1 hour ago



calvintaneng

Tsh boss buy because he is smart and sees VALUE

1 hour ago



calvintaneng

like this

if you go into Mydin Supermarket

Anlene Milk powder retails for Rm32.00 a kg

what if they dropped the price to Rm29.00?

sure happy to buy more

1 hour ago



calvintaneng

What if after you bought Anlene Milk price drops again to Rm25? Rm22? or Rm19?

What will you do? How will you react?

You very happy to buy even more to last you one year supply as price at Rm19.00 is a real bargain

1 hour ago



calvintaneng

Who knows due to high inflation later They suddenly raise the price to Rm35.00?

Then you can resell to others at a good profit

1 hour ago



calvintaneng

So use this simply analogy

Tsh was Rm1.79 when Director Tan Aik Pen bought
and we bought

Tsh is now Rm1.02 and instead of fear Director Tan Aik Pen bought even more (500,000 instead of only 150,000)

but others react so differently and cry father cry mother ?

suppose those who bought Anlene Milk at Rm32.00 then saw price offered at Rm19.00 do they go cry father and cry mother?
Don't you think people will consider them crazy?

Same for Director Tan Aik Pen if you were to call him

He happily buy more on offers which he was paying at much higher price at above Rm1.70 in earlier months

You guys crying father crying mother because Tsh is cheap ?

2 months ago

calvintaneng

Note these facts

1. Tsh every qtr shows increasing profits

2. And year after year increasing dividend

3. More and more unlocking of assets value

4. Insiders showing unwavering confidence by non stop buying


calvintaneng

47,036 posts

Posted by calvintaneng > 12 hours ago | Report Abuse

Also

Sabah Govt trusted Leadership of Tsh by allowing them to manage Innoplant

2. Morgan Stanley chose Tsh out of 42 palm oil co in Malaysia to be included in Msci

3. Fong Siling aka Cold Eye also trust Tsh leadership by buying Innoplant managed by Tsh

4. Above all Directors of Tsh themselves put money in Tsh like no tomorrow


calvintaneng

47,036 posts

Posted by calvintaneng > 12 hours ago | Report Abuse

And more good news

China buying 1 million tonnes of Cpo from Indonesia will benefit Tsh as it has 80% palm oil in Indonesia

2. China has been invited to invest in Greentech Park of East Kalimantan

very good for Tsh and it's Bulugan lands slotted for Greentech park will go smoothly and cash of Rm731.09 million with huge 31 sen profit confirmed (no more uncertainty)

Plus Erick Thohir the State Minister is brother of Garibaldi Thohir who co-owned investments with Tsh Resources in Indonesia

all these are positive factors


calvintaneng

47,036 posts

Posted by calvintaneng > 12 hours ago | Report Abuse

We got all the facts and figures on our side

Tsh resources Directors on our side

Sabah Govt on our side

Fong Siling aka Cold Eye on our side

Morgan Stanley Msci on our side

All the valuable assets in Kutai are on our side

Aug 2022 superb earning results on our side

2 months ago

calvintaneng

Buying Tsh now to earn easy money now is effortless

Tsh boss bought from Rm1.09 to Rm1.79(he no selling )

he again bought all the way down to 99 sen

so now we see Tsh boss buying up 500,000 shares (was 150,000 shares last round )

why he buy more ?

answer:

because he knows Tsh very cheap now

he will buy at Rm1.05

he will buy at

Rm1.10
Rm1.20
Rm1.30
Rm1.40
Rm1.50

and he will buy even higher

SO HOLD TIGHT EVERY PRECIOUS TSH SHARES

SEE ALL AT THE TOP!

37 minutes ago



calvintaneng

Buying Tsh now to earn easy money now is effortless

Tsh boss bought from Rm1.09 to Rm1.79(he no selling )

he again bought all the way down to 99 sen

so now we see Tsh boss buying up 500,000 shares (was 150,000 shares last round )

why he buy more ?

answer:

because he knows Tsh very cheap now

he will buy at Rm1.05

he will buy at

Rm1.10
Rm1.20
Rm1.30
Rm1.40
Rm1.50

and he will buy even higher

SO HOLD TIGHT EVERY PRECIOUS TSH SHARES

SEE ALL AT THE TOP!

2 months ago

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