Dear friends of i3 Forum,
Two more Funds Appeared in Top 30 Holders of TSH Resources you need to know.
EPF
27. Citigroup Nominees (Tempatan) Sdn. Bhd.
Employees Provident Fund Board 5,316,000...... 0.39%
Coming in at 27th position is EPF holding 5.3 Million TSH Shares
A Welcome back!
Now EPF missed the Privatisation of Bplant. It managed to hold Ijm Plant when it was privatised. Now that EPF missed Bplant is EPF Coming back to TSH Big Time again
EPF Was Top Number One Holder of TSH before it sold off both TSH & Bplant
Let's so SEE
TSH 2019 ANNUAL REPORT
THIRTY (30) LARGEST SHAREHOLDERS
Name No. of shares held %
1. Citigroup Nominees (Tempatan) Sdn. Bhd.
Employees Provident Fund Board
103,565,000....... 7.50%
2. RHB Capital Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Tan Aik Pen
73,866,991........ 5.35%
3. Tan Aik Kiong 55,284,987..... 4.01%
4. Tan Aik Sim 53,371,564..... 3.87%
Above is 2019 Annual Report of TSH
EPF was then in Top Position with 7.5%
Now take note:
In year 2019 we bought Uzma from 80 sen to 90 sen
Then 3 IB Banks downgraded Uzma to "SELL" and target price was a low of 55 sen
True enough Uzma dropped & dropped from 90 sen to the lowest 55 sen
Plus EPF ceased supporting in silence
Curious, we called UZMA's CFO and asked them, "Is Uzma in trouble?" Since 3 IB Banks downgraded Uzma & reported by Media?
They replied, "UZMA is ok"
But why outsiders are so downbeat on Uzma with all the bad rumour?
Why you believe Outsiders? CFO & one more Director bought Uzma from open market then
So we followed Directors & bought more
We bought Uzma all the way down to bottom 55 sen in "fear"
Then Uzma suddenly did a Reversal & rebounded to 80 sen - 90 sen range & EPF appeared again
UZMA then crossed Rm1.00 to reach Rm1.10 (Up 100% from its bottom)
So will TSH rebound again to its previous peak of Rm1.89 & still go higher now that EPF has returned to TSH?
Yet to be seen
Now SEE BPLANT ANNUAL REPORT 2019
30 LARGEST SHAREHOLDERS
Name of shareholders No. of shares %
1 BOUSTEAD HOLDINGS BERHAD
ACCOUNT NON-TRADING ...1,286,135,900..... 57.42%
2 LEMBAGA TABUNG ANGKATAN TENTERA 270,969,200 12.10
3 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD....... 49,438,280........ 2.21%
4 CIMSEC NOMINEES (TEMPATAN) SDN BHD
CIMB BANK FOR CHE LODIN BIN WOK KAMARUDDIN (PB-0J0045)
23,402,000 1.04
SEE ABOVE YEAR 2019 ANNUAL REPORT OF BPLANT
EPF OWNED 49.4 MILLION BPLANT SHARES
Now SEE BPLANT 2020 ANNUAL REPORT
30 LARGEST SHAREHOLDERS
Name of shareholders No. of shares %
1 BOUSTEAD HOLDINGS BERHAD
ACCOUNT NON-TRADING...... 1,286,135,900... 57.42
2 LEMBAGA TABUNG ANGKATAN TENTERA....... 270,969,200..... 12.10
3 CIMSEC NOMINEES (TEMPATAN) SDN BHD
CIMB FOR CHE LODIN BIN WOK KAMARUDDIN (PB)..... 20,272,000 0.91
4 ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR CHONG YIEW ON (6000006) 12,505,800.... 0.56
5 LEMBAGA KEMAJUAN TANAH PERSEKUTUAN 12,348,000..... 0.55
In Year 2019 EPF had 49.4 Million BPLANT Shares
But in Year 2020 ANNUAL REPORT of BPLANT
EPF HAS TOTALLY SOLD ALL
AND NO MORE IN TOP 30 OF BPLANT
2 Years Later LTAT TOOK BPLANT PRIVATE
EPF MISSED A GOLDEN WINDFALL
Sorry to Say - EPF went to Buy SERBA Dinamik & Lost A Bomb there!
So this Round EPF is Coming Back to THE SAFETY OF TSH
ANOTHER INTERESTING FUND FROM SINGAPORE HAS APPEARED IN TOP 30 OF TSH
13. iFAST Nominees (Asing) Sdn. Bhd.
Exempt AN for iFAST Financial Pte. Ltd.
28,117,500..... 2.04
The Dual Listing of TSH in SINGAPORE is a Good Success
It drew in THIS MOST SUCCESSFUL FUND FROM SINGAPORE (JUST AS IN MALAYSIA: EASTSPRING FUND IS NOW IN TOP 30 OF TSH AS WELL)
i FAST parent is listed in Singapore SGX
See
Since Its IPO i FAST is up a Whopping 539%
For i FAST to pick TSH with ITS INVESTMENT of 28.1 MILLION TSH Shares is a testament to TSH's EXCELLENT BALANCE SHEET, Management & GREAT PROSPECTS!!
That's All For Now
Warm Regards
Calvin Tan
Please buy or sell after doing your own due diligence
Or consult your Remisier/Fund Manager
Created by calvintaneng | Jun 25, 2024
Created by calvintaneng | Jun 24, 2024
Created by calvintaneng | Jun 20, 2024
calvintaneng
Epf sold both Bplant and Tsh in year 2019
Bplant taken private by Ltat for Rm1.55 in year 2022
Now Epf is anxious not to miss Tsh
So Epf is buying back Tsh !
2 months ago