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Dear Friends Who Invest in the Stock Market,

We are now going into another Financial Crisis! Like it or not the Writing is on the Wall

One Bullet changed the Course of History. That Bullet that did not kill Donald Trump will now embolden Trump to do his Drastic Measure of MAKING AMERICA GREAT AGAIN!

And by so doing he will

 TORNADO TRUMP TRADE TARIFF TROUNCHING TECH & TRADERS WORLDWIDE!

Like A Sweeping Typhoon Hitting Taiwan TSMC when Trump announced Taiwan will have to pay for its own defense (not longer at the largesse and expense of Uncle Sam! Sending chill over the Markets and caused many mini crashes

And this is the only beginning of what is still yet ahead. By November when Trump takes over the reins he will

1) IMPOSE A FLAT 10% TARIFF ON ALL IMPORTS INTO USA FROM ALL NATIONS IN GENERAL; AND FOR CHINA THE PUNITIVE TARIFF WILL BE 60%

2) TRUMP MIGHT ALSO TELL ALL OVERSEA US COMPANIES BACK TO THE US OR PAY FINES

3) TRUMP WILL INVITE ALL OTHERS TO INVEST AND SET UP FACTORIES ON US SOIL TO PROVIDE EMPLOYMENT FOR US CITIZENS

That means All Exports Will Be Taxed & therefore See A Reduction in profits - followed by lower prices going forward

As such we must Avoid All Exporting Companies that depend on the US Market

And that is Why We Recommend Palm Oil in General and TSH Resources in Particular

Why TSH?

And these are Top 10 Reasons

1) TSH CAN WITHSTAND CRISIS BECAUSE IT IS NOW CASH POSITIVE

After 5 years of Asset Disposal & Good Profit from high Cpo Prices TSH has managed to pare down Rm1.5 Billions Borrowings

And a Company with no debt cannot go bankrupt.

IT WAS THE HUGE UNWINDING OF  BORROWINGS OF USD DURING THE ASIAN FINANCIAL THAT CAUSED SO MANY BANKRUPTCIES AMONG THOSE WHO BORROWED USD AT LOW INTEREST TO INVEST IN MALAYSIA

THE SUBSEQUENT COLLAPSE OF RINGGIT AGAINST USD PLUS THE RECALLING OF LOANS THAT DONE THEM IN

AND IT WAS THE RECALLING OF LOANS DURING SUBPRIME HOUSING LOANS THAT CAUSED THE COLLAPSE OF OVERLEVERAGED BANKS LIKE LEHMAN BROTHERS, BEAR STERN & WASHINGTON MUTUAL

JUST LAST WEEK IT WAS THE RISE OF BORROWED YEN RECALL THAT CAUSED THE PANIC SELL OF US SECURITIES TO REPAY HIGHER YEN LOAN RECALL

ALL ABOVE TELLS US TO AVOID COMPANIES WITH VERY HIGH DEBT AND HIGH GEARING

AND TSH QUALIFIES!

2) TSH SITTING ON GOLD MINE LANDS JUST LIKE BPLANT, TMAKMUR & KULIM

Much of TSH lands were bought long ago for year 2005 to 2008 & not yet revalued

As we know Land Prices have gone up everywhere after 2 Decades

More so for TSH as its lands are located in Prime Growth Region

Two of them are

a) It has 94,700 Acres in Ikn Nusantara book Value as low as Rm4500 per acre or about 10 sen psf

Lands there are now going anywhere between Rm5.00 to Rm10.00 psf

b) In Bulugan Tsh still got 13,335 Acres Unsold lands left over from year 2021 which have now appreciated alot

In year 2021 it was agricultural and now it sits beside the Sold portion of about 20,000 acres converted to Industrial Park of KIPI Tanah Kuning, Bulungan Regency

3) WILL THERE BE A PLAN B FOR Unsold 13,335 Acres in KIPI Tanah Kuning just like Bplant ??

Remember after KLK failed to take Bplant private LTAT stepped in to Take Bplant private at Rm1.55

Now the sale price for year 2021 was 38 sen psf

Now no more

It should be 10X more or higher

4) EXAMPLE OF LTAT After Taking Bplant Private Sold Lands at 1,000% or 10X premium

See

BOUSTEAD Plantations Bhd (BPlant), a wholly-owned subsidiary of Lembaga Tabung Angkatan Tentera (LTAT)-controlled Boustead Holdings Bhd, is in talks to sell 1,200 acres of plantation land in Kulim, Kedah, to Kulim Technology Park Corp Sdn Bhd (KTPC), according to sources.

It is understood that the price tag being bandied about is RM7.50 to RM7.80 psf, or about RM400 million for all of the 1,200 acres.

20 Most Industrialized Countries in Asia

11. Malaysia

Manufacturing (Output) Rank: 12

Employment % by Industry Rank: 9

Weighted Average Rank: 10.5

Malaysia has achieved a high level of industrialization, evolving from a resource-based economy into a diversified, competitive manufacturing hub, particularly in the electrical and electronics (E&E) sector. Despite challenges such as premature deindustrialization in the late 1990s and reliance on low-value manufacturing, Malaysia has maintained a major global presence, especially in semiconductors. The New Industrial Master Plan 2030 aims to further industrialize by shifting towards high-value manufacturing.

6. Indonesia

Manufacturing (Output) Rank: 5

Employment % by Industry Rank: 26

Weighted Average Rank: 6.6

In 2023, the value-added manufacturing output for Indonesia was $255,961, making it one of the biggest manufacturing centers in Asia. According to the World Bank, the manufacturing sector's average GDP growth rate from 2014 to 2022 in Indonesia was 3.44% per year and surpassed the global average of 2.35% and the OECD average of 2.08%. In 2021, the country's Manufacturing Value Added (MVA) reached USD 228 billion, contributing 1.46% to the global total. The sector's average contribution to Indonesia's GDP over this period was 19.9%, compared to the world average of 16.26%.

IJM PLANTATIONS BHD

KLSE (MYR): IJMPLNT (2216)

Last Price

3.10 Today's Change

Day's Change

3 people like this.

365 comment(s). Last comment by calvintaneng 1 month ago

See Above

There are only 3 people clicked likes for IjmPlant & total comments only 365

Nobody saw any value when we gave buy for for Ijm Plant at Rm1.86

So few will also bother with the DEEP VALUE & PROSPECTS OF TSH UNTIL ONE FINE DAY

How long to wait?

We are not sure

What we are certain and sure is this

See

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TSH NOW

OUR TARGET PRICE?

Better keep to ourselves

With Kindest Regards

Calvin Tan

Please buy or sell after doing your own due diligence or Consult your Remisier/Fund Manager

Additional thoughts

Yesterday Soyoil rebounded in USA

Soybean Oil Dec '24 (ZLZ24)

That means Palm oil will be supported

Plus see this

KPL (KPL/VNA)La Nina is set to affect Thailand from July until January 2025 and bring more rain than usual to the northern and north-eastern regions until October, according to the weather forecast by the Meteorological Department.3 Jul 2024

LA NINA MEANS MORE RANFALL AND FLOODING

THIS WILL HIT SOYBEAN , CANOLA, SUNFLOWER & MAIZE AND OTHERS WHICH ARE SHRUBS OR SMALL PLANTS

PALM OIL BEING 40 TO 60 FEET TALL CAN WITHSTAND FLOODS WILL BE OK