THE INVESTMENT APPROACH OF CALVIN TAN
2nd Quarter FFB results out! And they are better than 1st Quarter. Will Palm oil cos increase dividend payouts? Calvin Tan
calvintaneng
Publish date: Wed, 19 Jul 2023, 06:54 PM
calvintaneng
0 1,792
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 Friends of i3 Forum,
Palm oil companies in KLSE are some of the most transparent in KLSE as prices of CPO are known daily, weekly & monthly
Plus every month Palm Oil Cos report their FFB (Fresh Fruit Bunches) harvest
That makes them very predictable
These are latest FFBs of TSH Resources, Jaya Tiasa & Thplant
1. TSH RESOURCES (9059)
Jan 2023
| Fresh Fruit Bunches | 71,279 |
Feb 2023
| Fresh Fruit Bunches | 60,748 |
March 2023
| Fresh Fruit Bunches | 67,307 |
For 3 months total ............................................................................................................................... ...199,334 tonnes
Above for 1st Qtr 2023
April 2023
| Fresh Fruit Bunches | 58,058 |
May 2023
| Fresh Fruit Bunches | 79,630 |
June 2023
| Fresh Fruit Bunches | 84,431 |
Total of 3 months..................................................................................................................................... 222,119 tonnes
So there is an increase of 11.4% FFB collection for 2nd Qtr
2. JAYA TIASA (4383)
Jan 2023
| Fresh Fruit Bunches | 69,891 metric tonnes |
Feb 2023
| Fresh Fruit Bunches | 58,983 metric tonnes |
March 2023
| Fresh Fruit Bunches | 61,486 metric tonnes |
Total 3 months of 1st Qtr...................................................................... ..190,360 tonnes
April 2023
| Fresh Fruit Bunches | 61,312 metric tonnes |
May 2023
| Fresh Fruit Bunches | 78,585 metric tonnes |
June 2023
| Fresh Fruit Bunches | 84,751 metric tonnes |
Total 3 months of 2nd Qtr.................................................................... ...224,648 tonnes
2nd Qtr FFB up by 18%
3. THPLANT (5112)
Jan 2023
| Fresh Fruit Bunches | 51,011.11 |
Feb 2023
| Fresh Fruit Bunches | 46,069.60 |
March 2023
| Fresh Fruit Bunches | 44,565.84 |
3 months 1st qtr total.............................................................................................................. ..141,645 tonnes
April 2023
| Fresh Fruit Bunches | 45,024.76 |
May 2023
| Fresh Fruit Bunches | 59,612.94 |
June 2023
| Fresh Fruit Bunches | 59,132.35 |
3 months of 2nd Qtr.................................................................................................................. .163,768 tonnes
2 Qtr FFB up by 15.6%
From the above we can SEE all round improvement of FFB harvested up by 11.4% to 18%
For both TSH & JTIASA their Loan Servicing Costs have been pared down greatly & thus we see Huge Interest Savings
Jtiasa has bought over its share of Bruit Palm Oil Lands at this fast growing time is ideal
Tsh having pared down debt is now lean and healthy
THPLANT like BPlant will see Its Lands as "Gold Mine" now unlocking Value by Asset Disposal earmarked for 7 Plots of Prime Estates near Samarahan where Building Boom is On-going
See
Premier: Areas around Kuching’s Vivacity poised to become like KL’s Mid Valley City
KUCHING (June 24): Areas around the Vivacity Megamall in Tabuan Jaya has the potential to become a satellite area like Mid Valley City in Kuala Lumpur because of its location between Kuching City and Kota Samarahan, said Premier Datuk Patinggi Tan Sri Abang Johari Tun Openg.
“From the point of view of the development plan, this area will become a satellite area given its rapid development.
“This is because it is located in the middle between Kuching and Samarahan, with which we will build the Autonomous Rapid Transit (ART) route and stations along the way,” he said.
He said the establishment of several new strategic buildings along with ART infrastructure there will transform the area into an integrated city like Mid Valley City in Kuala Lumpur.
He was speaking at a press conference after attending a briefing on the Vivacity 2 and ‘Nest’ building project here today.
He said once the Vivacity 2 is completed, the areas around it will be touted as an integrated hub that will connect Samarahan and Kuching.
“With the construction of Vivacity’s second shopping centre and ‘Nest’, which I have been told that it will be a 50-storey building, it will provide another major development in the Jalan Wan Alwi area including up to Swinburne University of Technology because a new dormitory will be built there.
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
AFTER BPLANT TAKEN PRIVATE BY LTAT WE FINALLY SEE ITS REAL VALUE, Calvin Tan
Created by calvintaneng | Apr 27, 2024
Rimbunan Sawit to beef up crop production and yield, By JACK WONG (Calvin Tan comments)
Created by calvintaneng | Apr 06, 2024
Discussions
Be the first to like this. Showing 14 of 14 comments
NUSANTARA WHERE TSH HAS 94700 ACRES 'GOLD MINE' LANDS
COST RM5K Per Acre Book Value
https://www.youtube.com/watch?v=OK-l7t8MoHo
2023-07-19 19:33
STRONG SOYOIL, CANOLA OIL PRICES WILL SUPPORT PALM OIL CPO PRICES, Calvin Tan
https://sgx.i3investor.com/blogs/Jbhouseforsale/2023-07-19-story-h49596086-STRONG_SOYOIL_CANOLA_OIL_PRICES_WILL_SUPPORT_PALM_OIL_CPO_PRICES_Calvin_T.jsp
2023-07-19 19:46
3 powerful catalysts for palm oil bull to return again
1. Drought in USA highplain, China, Europe and worldwide
2. Russia halt grain deal and start bombing Odessa grain export
3. B35 mandate in Indonesia
Collapse of rupiah against USD and high import crude oil price force Indonesia to use more palm oil as biofuel to save on foreign exchange
These explosive convergence of catalysts will propel Cpo upward 👆👆👆
2023-07-21 10:43
Actually there are more CATSLYSTS TO PROPEL PALM OIL DEMAND UPWARD IN A LONG TERM STRUCTUAL UPTREND
1. INDON TURNING PALM OIL TO B35 THEN TO B100 WILL TAKE UP 70% OF ALL CPO EVENTUALLY
INDON DEMAND FOR FUEL WILL TURN TO BIOFUEL AS CRUDE OIL PRICES EAT UP FOREIGN EXCHANGE
LATER PALM OIL WILL BE AS RARE AS TIN DEPOSITS IN MALAYSIA
2023-07-21 14:20
2. Human cause currently
Frustrated Putin has halted grain export from Odessa and started bombing it
This will cause shortfall of sunflower, rapeseed oil export
Prices will go up
2023-07-21 14:22
3. EL NINO
VERY HOT SUMMER 🌞 FROM NOW WILL SCORCH LARGE AREAS OF VEGETATION LEADING TO MORE SHORTFALL OF OILSEEDS TILL YEAR END
2023-07-21 14:23
4. RESTRICTION OF CONVERSION FROM FOREST TO NEW PALM OIL ESTATES
NO INCREASE FOR 3 TO 4 YEARS AND SO SUPPLY NOW LIMITED
2023-07-21 14:24
5. While there is no new planting of palm oil very big swathes of palm oil lands are now converted to housing, industries and data centers like
Kulim taken private for New Townships in Pengerang, in Bulugan 32,000 acres sold by Tsh to be converted to green tech ind park and in Kulai Bplant sold lands to Ytlpower for data center
So more and more palm oil lands disappear into developments
2023-07-21 14:28
6. While palm oil cannot increase and continues to turn into industries world population keep increasing by 80 million people every year (1% of 8 billion people on earth)
80 million is 2x the population of Malaysia 33 million
Supply stopped by demand is ever increasing
2023-07-21 14:31
7. Developments by Ecrl rail, pan borneo highway, Wce coastal highway, trans kalimantan highway will ultimately unlock and increase all land value by leaps and bounds
All will one day be too valuable for planting trees on a 'gold mine'
2023-07-21 14:35
Ultimate value comes from these three
1. strong cash crop from Ffb every two weeks must be harvested and sold for cash
2. long term appreciation of landbanks
land prices always go up eventually
and sale later will get a golden windfall payout
3. Possible privatisation at premium prices like Tmakmur, Kulim, Kwantas and Ijmplant
next could be bplant or some others
2023-07-21 15:58
Post a Comment
Featured Posts
New Update. Discover investment communities that resonate with your ideas
One App To Trade Malaysia & US Stock With 0* Commission
Apps
Top Articles
1
2
save malaysia!
3
RHB Investment Research Reports
5
BFM Podcast
6
BFM Podcast
7
BFM Podcast
8
THE INVESTMENT APPROACH OF CALVIN TAN
AFTER BPLANT TAKEN PRIVATE BY LTAT WE FINALLY SEE ITS REAL VALUE, Calvin Tan
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
MQ Trading Signals
Stock
Time
Signal
Duration
No trading signals available.
Stock
Time
Signal
Duration
No trading signals available.
Featured Advertisers / Partners
Ride The Bull Short The Bear
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....
calvintaneng
https://theedgemalaysia.com/article/th-plantations-acquires-land-tabung-haji
Tabung haji sold Samarahan lands to ThPlant at cheap cheap prices while Thplant issues shares to Tabung Haji at the lofty price of Rm2.56
THPLANT benefitted greatly
2023-07-19 19:18