THE INVESTMENT APPROACH OF CALVIN TAN
A PEAK INTO TSH FUTURE DIVIDEND YIELD AS IT EVOLVES INTO A DEBT FREE CASH RICH ENTITY LIKE INNOPLANT, Calvin Tan
calvintaneng
Publish date: Tue, 23 Aug 2022, 12:26 PM
calvintaneng
0 1,700
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.
Dear Investors
TSH results we take another look
SUMMARY OF KEY FINANCIAL INFORMATION
|
|
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
|
||||
|
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD |
||
|
30 Jun 2022
|
30 Jun 2021
|
30 Jun 2022
|
30 Jun 2021
|
||
|
$$'000
|
$$'000
|
$$'000
|
$$'000
|
||
| 1 | Revenue |
424,413
|
307,414
|
761,762
|
551,495
|
| 2 | Profit/(loss) before tax |
80,467
|
64,713
|
196,315
|
103,693
|
| 3 | Profit/(loss) for the period |
71,165
|
48,199
|
177,864
|
74,648
|
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent |
57,335
|
39,715
|
153,810
|
60,499
|
| 5 | Basic earnings/(loss) per share (Subunit) |
4.15
|
2.88
|
11.14
|
4.38
|
| 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 ($$) |
1.2857
|
1.1892
|
||
This Qtr earned Rm57 Millions or 4.15 sen
Last Qtr was 6.99 sen
Next Qtr will include 22 sen from Bulugan land sale (Staggered Cash Payment Received)
Now let's see Inside Balance Sheet
Cash & short term funds = Rm282 Millions
Non current loan
From RmRm587 millions to Rm415 Millions
Rm172 Millions pay to banks and settle debt
Current loans
From RmRm521 Millions to Rm424 Millions
Rm97 Millions to settle off Bank loans
TOTAL CASH PAID TO BANKS
RM172 MILLIONS & RM97 Millions
A Nice Rm269 Millions pare down loans Save on Interest
Total loans now is
Rm
Rm415 Millions & Rm424 Millions
= Rm839 Millions
Less Cash in hand Rm282 Millions
= Rm557 Millions
LESS CASH OF RM550 MILLIONS (OUT OF RM731.09 MILLIONS FROM KALMANTAN LAND SOLD)
= Balance loan Rm7 Millions
With over Rm200 Millions Cash Profit a Year TSH will soon be Debt Free & Cash Cow
NOW TSH CAN FOLLOW INNOPLANT EXAMPLE OF PAYING OUT GOOD DIVIDENDS FOR YEARS TO COME
PLUS WE AWAIT KUTAI/NUSANTARA LANDS TO RISE UP IN VALUE
Now Look at INNOPLANT ( ASSOCIATE COMPANY OF TSH IN WHICH DIRECTOR OF TSH TAN AIK KIONG SITS AS CHAIRMAN)
INNO DIDIVEND HISTORY
| 23-May-2022 | 09-Jun-2022 | DIVIDEND | First Interim Dividend | RM 0.0600 | |
| 25-Feb-2022 | 17-Mar-2022 | DIVIDEND | Fourth Interim Dividend | RM 0.0600 | |
| 25-Nov-2021 | 14-Dec-2021 | DIVIDEND | Third Interim Dividend | RM 0.0600 | |
| 26-Aug-2021 | 14-Sep-2021 | DIVIDEND | Second Interim Dividend | RM 0.0400 | |
| 26-Aug-2021 | 14-Sep-2021 | DIVIDEND | Special Dividend | RM 0.0400 | |
| 09-Jun-2021 | 30-Jun-2021 | DIVIDEND | First Interim Dividend | RM 0.0200 | |
| 22-Feb-2021 | 10-Mar-2021 | DIVIDEND | Second Interim Dividend | RM 0.0400 | |
| 17-Aug-2020 | 07-Oct-2020 | DIVIDEND | Interim Dividend | RM 0.0250 | |
| 16-Jul-2020 | 18-Aug-2020 | DIVIDEND | Final Dividend | RM 0.0200 | |
| 29-Apr-2019 | 25-Jul-2019 | DIVIDEND | Final Dividend | RM 0.01 | |
| 20-Apr-2018 | 23-May-2018 | DIVIDEND | Final Dividend | RM 0.03 | |
| 13-Sep-2017 | 02-Oct-2017 | DIVIDEND | Interim Dividend | RM 0.02 | |
| 25-Apr-2017 | 23-May-2017 | DIVIDEND | First and Final Dividend | RM 0.02 |
AS TIME IS NOW ON TSH SIDE WITH ALL BORROWINGS TO BANKS SETTLED
TSH NO LONGER NEED TO PAY BANK LOANS
AND CASH PAY OUT CASH AS DIVIDENDS TO SHAREHOLDERS LIKE INNOPLANT
What is the quantum of Dividend payout?
For INNO is 80% Dividend from Profit
Bplant & Hs Plant both offer 60% is
16.6 x .6
9,96 sen%
If TSH give 6%?
Let's calculate
This Qtr 4.15 sen
Annualised 4.15 x 4
= 16.6 sen
At 60% is 9.96 sen
Hpw many percent ?
9.7%
It is very favourble getting 9.7% dividend and waiting for Kutai/Nusantara land prices to appreciate further
TSh now Rm1.07
One year Target Rm2.70
Best & Warm Regards
Calvin Tan
Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager
While those who misread accounts are selling Directors are patiently buying and buying more
| TAN AIK PEN | 22-Aug-2022 | Acquired | 500,000 | - |
 |
| TAN AIK PEN | 19-Aug-2022 | Acquired | 500,000 | - |
|
| TAN AIK PEN | 18-Aug-2022 | Acquired | 500,000 | - |
|
| TAN AIK PEN | 17-Aug-2022 | Acquired | 500,000 | - |
|
| TAN AIK PEN | 16-Aug-2022 | Acquired | 500,000 | - |
|
| TAN AIK PEN | 15-Aug-2022 | Acquired | 500,000 | - |
|
| TAN AIK PEN | 12-Aug-2022 | Acquired | 500,000 | - |
|
| TAN AIK PEN | 11-Aug-2022 | Acquired |
500,000 |
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
MORE TOP VALUABLE INVESTMENT SECRETS MY JOHOR SIFU TAUGHT ME (Part Two), Calvin Tan
Created by calvintaneng | Mar 11, 2023
Discussions
Be the first to like this. Showing 12 of 12 comments
Happy morning all
Dividend goodies
Simedarby plant
10 sen dividend
Ioi corp 8 sen
Bplant dividend 2.75 sen
Thplant is 1.5 sen dividend
More to come
Jtiasa
SOP
Taann
Hs plant
Fgv
All coming out
2022-08-24 08:17
For Tsh it has given 3 sen dividend early this year but can certainly expect more to come
2022-08-24 08:19
WHY IS DIVIDEND IMPORTANT? From Dr Neoh Soon Kean's STOCK MARKET INVESTMENT (Reposted by Calvin Tan)
https://klse1.i3investor.com/blogs/www.eaglevisioninvest.com/2022-06-11-story-h1624321433-WHY_IS_DIVIDEND_IMPORTANT_From_Dr_Neoh_Soon_Kean_s_STOCK_MARKET_INVESTM.jsp
2022-08-24 09:00
TSH only pays once a yr div loh!
Thus the coming single div payout when announce for the year should be good loh!
2022-08-24 13:52
Happy morning all
Yesterday
Hs plant declared another 5 sen dividend to make the year total of 20.5 sen dividend
Innoplant declared 7 sen to make it 19 sen. Innoplant is the highest dividend paying Palm oil stock
Tsh being top 2nd holder of Inno with 105 million shares will receive Rm7.35 millions from Inno
Director of TSH Tan Aik Kiong also sits on the Board of Innoplant and they gave 80% profit as dividend
Very soon Tsh will also be debt free and able to give good dividend just like Inno
2022-08-25 08:09
INNOPLANT GIVING 7 SEN DIVIDEND (TOTALLED 19 SEN) HIGHEST DIVIDEND AMONG PLANTATION (TSH WILL GET RM7.35 MILLIONS IN DIVIDEND), Calvin Tan
https://klse1.i3investor.com/blogs/www.eaglevisioninvest.com/2022-08-24-story-h1628726537-INNOPLANT_GIVING_7_SEN_DIVIDEND_TOTALLED_19_SEN_HIGHEST_DIVIDEND_AMONG_.jsp?_gl=1*1gmz0te*_ga*MTczNTMzMTE0MS4xNjU4NDc0MzQ5*_ga_MNBHX2J50S*MTY2MTM4NjQyOC43NS4xLjE2NjEzODY2MzMuMC4wLjA.
2022-08-25 08:20
calvintaneng TSH helped Sabah Govt to set up INNO in year 2006/7
In early days when trees were young INNO paid zero or no dividends for the first 5 years
According to Director Lim Fook Hin after trees matured INNO turned into a Cash Cow
Today INNO gives the highest dividend among plantation stocks
What the Directors of TSH did for INNO they can do the same with TSH
TSH very soon will be debt free & cash rich and above to give out very good dividends as well
https://klse1.i3investor.com/blogs/www.eaglevisioninvest.com/2022-08-24-story-h1628726537-INNOPLANT_GIVING_7_SEN_DIVIDEND_TOTALLED_19_SEN_HIGHEST_DIVIDEND_AMONG_.jsp?_gl=1*1u76tu7*_ga*MTczNTMzMTE0MS4xNjU4NDc0MzQ5*_ga_MNBHX2J50S*MTY2MTM4NjQyOC43NS4xLjE2NjEzODY2NDYuMC4wLjA.
2022-08-25 08:29
Do not be silly loh!
If u just follow calvin to buy tsh at Rm 1.07 below, U know jolly well that u will beat Calvin mah!
Rather than attacking calvin everyday, that will be your best revenge loh!
2022-08-25 12:49
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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....
calvintaneng
Note:
Cash of approximately Rm500 millions from Bulugan staggered land sold came in August 9th 2022 so it is not in time for this month results
Rm500 millions (approximately 22 sen profit) will be incorporated in Nov 2022 balance sheet of Tsh
Nov 2022 will be an exceptional earning time
2022-08-23 14:00