Everyone think bplant at 1.55 is overpriced.
Because all pyscho by the investment fund.
Infact all plantation counter after correction of 9 years already at rock bottom cheap price.

All psycho by fund house that Tech is cheap and is future and Tech index is already at 9 years bull tail end.

To LTAT share price is more important.
Profit is not.

I am not surprise it might end up higher than 1.55 eventually.
Since everyone so bearish.

If i am LTAT i will buy as much as possible below 1.55 and then keep it listed .
Then it will stay above 1.55 until their truthful price.
By that time It will then reflect how cheap other plantation counter is.

All these palm oil land are very valuable now.
You can do many types of crops and agriculture.
Can even build solar farm.
All palm oil company can go into solar farming if they want.
They got the most resources to do so.

Who say palm oil company can only do palm oil.
If Gomen wants they can convert all the BPlant land into solar farming.

Generally all plantation counters are too cheap if counting in their land value.

Know why Gomen stop this offer?
Because 1.55 is too cheap.
If KLK offer rm3.00 or 4.00 , you think gomen will stop.
Gomen think if 1.55 so cheap i can buy up myself why sell to KLK.

Ready Get set Go.
Mthly up trend resume.

Look at plantation yearly chart. 2024 is the reversal year for this sector after 9 years correction.
Already implies a lot of push by gomen coming soon.

LTAT Y reject and offer to take over bjplant.
Because they now know the 1.55 buy by klk is too cheap.
Gomen gonna abolish or cut windfall tax.
Gonna give replanting allowance.
Gonna raise biofuel to industrial sector, and eventually to b20 by 2025.
A lot of push to palm oil and agriculture coming.
Why sell now to klk when gomen gonna help push palm oil sector.

Now u know why tsh price always fall back to rm1 over the year.
To prepare for sgx listing

Why sell here at 1.01.

Sgx is trading at rm1.07 now

Improve our production and operational efficiencies
We have continually made efforts to mechanise, automate and refine the operations at our oil palm
plantations to improve production and operational efficiencies. For example, we have adopted the
mechanised grabber solution at our oil palm plantation estates for efficient loading of FFB into the
evacuation transport system. The mechanised grabber has automated gripping and release
mechanisms to enable precise and secure handling of FFB, which reduces damage and losses during
loading. In addition, it reduces labour dependency and decreases loading time, thus resulting in faster
turnaround and improved operational efficiency. We are also using battery-powered wheelbarrows for
FFB evacuation at some of our oil palm plantation estates. The battery-powered wheelbarrows enable
faster evacuation of FFB by reducing the physical effort required, allowing operators to transport larger
quantities of FFB more efficiently. By reducing the manual effort required to push heavy loads, the use
of battery-powered wheelbarrows also minimises the risk of strain-related injuries for our workers.
Another example of mechanised activity is the use of tractor-mounted sprayers for mechanised
spraying instead of manual application. Similarly, we continue to look at ways to enhance the efficiency
of our palm oil milling activities. In this regard, we have employed the high speed separator machine to
minimise oil losses during the oil recovery process, which ultimately improves the extraction rate of
CPO.
Another piece of technology which we have employed to enhance the productivity of our oil palm
plantation estate activities is the use of drones. We have used drones for, amongst others,
infrastructure mapping, counting of oil palm trees and the identification of potential flood-prone areas.
The potential uses of drone technology are extensive, and we intend to maximise the use of drone
technology to further enhance the effectiveness and efficiency of our oil palm plantation operations.
We believe continuous improvements in our operational processes will drive productivity and improve
efficiency, ultimately leading to a reduction in unit costs of production. Accordingly, process
improvement through mechanisation and technology adoption are increasingly applied across our oil
palm plantation operations. In addition, information systems for performance monitoring and reporting
will continue to be upgraded to facilitate faster and more informed decision-making. In this regard, we
will continue to invest in digitalisation and data encryption to minimise paperwork and ensure the
integrity of our data for operational monitoring, reporting and decision-making.
Beyond investments into new technologies, machines and other implements, we recognise that it is
also critical to have a systematic management approach to achieve the desired results of efficiency. As
such, we will continue to provide training and continual reinforcement to our managers based on our
management approach

We have land bank with new planting potential, supported by a strong balance sheet with low
gearing which enables us to support development and expansion
As at 31 December 2022, we have an estimated land bank of approximately 76,400 Ha in Malaysia
and Indonesia. As our planted area covers only approximately 51.1% of the estimated land bank as at
31 December 2022, we are well-positioned to increase our planted area in the coming years.

In any case, we believe that we can
increase our cultivated oil palm plantation land by another 7,000 to 10,000 Ha over the next few years.
In this regard, we intend to undertake new planting at a steady pace of approximately 1,000 to 2,000
Ha per year. We will also seek opportunities to increase the size of our land bank and planted area
through selective acquisitions, particularly in Indonesia.
Furthermore, we have significantly reduced our total borrowings from approximately RM1.31 billion in
FY2020 to approximately RM0.56 billion in FY2022, and increased our shareholders’ equity from
approximately RM1.45 billion in FY2020 to approximately RM1.90 billion in FY2022. As such, we now
have a strong balance sheet with a low gearing ratio, with greater financial capacity to pursue new
developments and expansion opportunities. Accordingly, we believe that we will be able to leverage
our strong balance sheet position and low gearing ratio to invest in, expand and further strengthen our
business, which may include undertaking any strategic opportunities to acquire land bank and investing
in the latest available technologies to raise productivity at our oil palm plantations and palm oil mills.

OUR BUSINESS STRATEGIES AND FUTURE PLANS
Expansion of our oil palm plantation assets
We employ a strategy of constantly evaluating our portfolio of assets and investments and where
appropriate, to unlock and realise the value of our assets and investments for the benefit of our
Shareholders. For instance, our Group had disposed of two oil palm plantation estates and a palm oil
mill in Sabah, Malaysia in FY2022. Our Group had also entered into an agreement for the disposal of
land located in Kalimantan, Indonesia, such disposal having been partially completed, with the
22
proposed disposal of the remaining balance of the land expected to be completed in the first half of
FY2024.

We also have plans to undertake IFM activities at our forest management unit in Sabah, Malaysia. IFM
refers to forest management activities aimed at increasing carbon stock within forests and/or reducing
23
greenhouse gas emissions from forestry activities when compared to a project baseline. We plan to
enrol our proposed IFM project under a carbon registry and have it validated for carbon credits, which
will help to reduce our carbon footprint.

Simple logic is .
Which company want to spend so much time and money go dual listing and see price crash...

Dont you see all the ipo in bursa fly like nobody ignore all fundamental

Seems like the introduction price is rm1.00 or 30 cent sing.
Good things will be left for the correct timing.

Now we got 4 malaysia company dual listing in sgx.
Ihh
Msc
Topglove
Tsh

All perform very well over long term.
Tg listed 52 sen even now after big crash still maintain at 80 sen.
So no dual listed stock ever trade below introduction price and if there is not for long.
All very much above listed price.

https://theedgemalaysia.com/node/682909
Putrajaya reviewing windfall tax on palm oil industry — Fadillah

Malaysia is reviewing an existing windfall tax on the palm industry and hopes to complete it next year, Plantations and Commodities Minister Datuk Seri Fadillah Yusof said on Monday.

Planters in Malaysia, the world's second largest producer of palm oil, have for years asked the government to reassess the tax rate and the threshold for the windfall profit tax.

The yearly chart already show 2024 rebound from 9 year correction.
2024 windfall tax will be reviewed.
Bullish for whole sector.

And big funds loves high liquidity stock.

No worry about plantation.
When yearly chart turns up.
All big fund can safely park in plantation for years and get big reward with capital gain + dividend.
Only big fund considers in years .

TSH listing in SGX b4 2024 is the best timing when plantation resume its yearly bull trend.

Let me warn again.
Tech index is pointing down in yearly chart after 9 years bull run.
This is year chart pointing down.
2024 is the begin of downturn.
YEARLY downtrend remember.
No force can push this up.

Plantation is finishing 9 years correction after breakout in 2003.
2024 will resume yearly uptrend.
YEARLY uptrend remember.
No force can press this down.

https://m.aliran.com/thinking-allowed-online/will-malaysia-be-able-to-cope-with-an-emerging-global-food-crisis

No one bother about agriculture because food is a luxury not a necessity.
Thats why it will get more n more expensive

Farmer is like a poor hardworking cow that dont make much profit.
Who want to be farmer?

Tech is a necessity thats why all fund go in tech .
You dun need food water or air ,jus need tech.
Everyone want to be technologist
Thats why it get cheaper and cheaper.

China will have own lithography tech soon .
When it comes in a few years which is much earlier than everyone expected, western tech company can earn cabbage profit like farmer.
Pro western tech company will have dim prospect.
Prochina tech will be sanctioned.
See the price of Asml.

UOB is better as it is forward looking.
All the others are backward looking..

Planters set to ride on CPO price rise
Reiterating its “overweight” call on the local plantation sector, UOBKH Research named Hap Seng Plantations Holdings Bhd and IOI Corp Bhd among its top picks, with target prices of RM2.65 and RM4.80 a share, respectively.

https://www.thestar.com.my/business/business-news/2023/09/14/planters-set-to-ride-on-cpo-price-rise

PETALING JAYA: UOB Kay Hian (UOBKH) Research is keeping its upbeat outlook on the plantation sector, fuelled by expectations that crude palm oil (CPO) prices will trend higher from the fourth quarter of 2023.

In a research note yesterday, the firm cited Oil World executive director Thomas Mielke, who predicted that CPO prices would appreciate by at least US$100 per tonne within the next four to six months, in anticipation of a supply deficit in 2024.

UOBKH Research said Mielke’s CPO price forecast was in line with its prediction.

“Mielke highlighted that major vegetable oil (vegoil) prices are currently undervalued due to ample global inventories at present.

“However, prices should appreciate with the anticipation of a potential global vegoil production deficit in 2024,” said the research house.

As a result, it believed palm oil will be the price leader in 2024 and its pricing discount gap to soyoil should narrow as supply tightens after the strong CPO inventory drawdown in Indonesia, which is already producing four million tonnes less up to August 2023 compared to a year ago.

UOBKH Research said higher CPO prices are projected between October this year and September 2024, due to below-average production growth and declining stocks, which is a mild consequence of the present dry weather.


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It said the current uncertain weather pattern in South Africa may also affect soybean production, thereby possibly boosting prices for the crop.

Having said that, UOBKH Research sees a number of deviating trends for soybean and oil palm.

“Palm oil has lost its growth dynamics, which will raise global dependence on soybean, sunseed and rapeseed.

“During the past three years, oil palm planted areas only increased by about half-a-million ha, compared to soybean planted area at 4.9 million ha,” it observed.

On top of that, the research outfit said soybean productivity yield is on a rising trend, in stark contrast to the palm oil yield, which is declining.

It added that with rising worldwide vegoil demand and slower growth from palm oil, global expansion for the plantation sector has to come from higher oil yield crops such as sunflower and rapeseed or prices need to be very attractive as farmers plant on marginal land.

UOBKH Research estimated the annual production growth rate for palm oil for 10 years up to 2030 to be 1.8 million tonnes per year, against the 2.9 million tonnes annually for the 10-year period up to 2020.

It pointed out that soybean production would reach a record high in 2023 or 2024, mainly due to the huge planting expansion in Brazil – which had seen an increase of six million ha in the past three years – exceeding the total palm oil area in Malaysia.

According to Oil World, biodiesel production for 2023 is expected to grow by at least 8.2% year-on-year to 56.5 million tonnes.

It said the European Union is projected to be the largest biodiesel producer at 15.1 million tonnes this year, followed by the United States at 12.8 million tonnes, noting that these biodiesel productions have doubled in the past 10 years.

Reiterating its “overweight” call on the local plantation sector, UOBKH Research named Hap Seng Plantations Holdings Bhd and IOI Corp Bhd among its top picks, with target prices of RM2.65 and RM4.80 a share, respectively.

The Malaysian Palm Oil Association (MPOA) is set to hold its first ever National Palm Oil Conference 2023 next month, for stakeholders to discuss crucial issues and emerging trends in the palm oil sector.

The issues include the pressing need for a comprehensive review of the windfall profit levy's price threshold and levy rate, and oil palm replanting, it said in a statement on Saturday.

MPOA said the existing levy disproportionately burdens the palm oil industry, particularly in the face of escalated production costs at present.

https://theedgemalaysia.com/node/681917

In a few yrs time, big shortages is coming due to failure to replant.
Why there is no replant because cpo price is too low to attract replant.

WHEN alot of plantation company cannot replant but TSH is busy now doing major replanting after receiving bumper cash.
TsH will reap the big reward when the big shortage comes .

Crude palm oil (CPO) prices are expected to climb by at least US$100 within the next four to six months, according to ISTA Mielke GmbH (Oil World) executive director Thomas Mielke.

The rise in CPO prices, according to him, is driven by a combination of factors, including developments related to Indian crop production, Black Sea exports and weather conditions in South America, which could affect the production of competing vegetable oils, and in turn increase demand for palm oil.

“The threat of El Nino will cause dryness to the oil palms in Southeast Asia. If we get a strong El-Nino effect, we have to revise downward our [palm oil] production estimate and this would create more bullish prices,” Mielke said at the UOB Kay Hian-Bursa Malaysia Derivatives joint event.

“[However], there are many uncertainties which complicate price forecasting. Palm oil moved largely sideways of late. At around US$860 per tonne, they are currently undervalued,” he added.

Mielke pointed out that palm oil production has already been below historical trend since 2019 and average yields have declined alarmingly. This is due to challenges such as a lack of replantings in recent years with an estimated 30% of oil palms in Malaysia being 19 years old or older, a slowdown in new plantings that limits production growth, a shortage of skilled labour and management issues.

“Annual average growth in palm oil production is likely to slow to only 1.8 million tonnes or probably less in the 10 years to 2030. This compares with the average annual growth of 2.9 million tonnes in the 10 years to 2020. This is a loss of 1.1 million tonnes.

“Despite the slowing down of growth, palm oil is still dominating the global market of oils or fats, with a production share of 32% and it accounts for even 53% of world exports, although it [is] produced from only 6% of the area,” he added.

https://theedgemalaysia.com/node/682270

When global investors realize that blindly longing the U.S. dollar and shorting U.S. debt still fail to outperform commodities, it will be the twilight moment of the U.S. dollar.

There are two important principles for investing in the era of stagflation:

1: Don’t short commodity.

2: Don’t long bonds

Same like ytlpower n ytl.
7 years of downtrend.Once u turn and break through.
Very aggressive.
Lionind is 30 yrs downtrend.
If u turn n breakthrough, more agrressive.
Above rm1 is easy in 2024.

Lionind one of the few stock that is 30 years downtrend and still standing strong.
If it U turn successful and break the downtrend.
It will be crazy bullish.

Most likely us will want war, and commodity will fly high to make import inflation into china.There is no point to keep commodity cheap for china anymore.
If us fails in tech, they will want capitalise on commdoity price as she is a commodity rich country.
Inflation is really not their real concern.

Has the launch of the Huawei Mate 60 Pro with a 5G Kirin 9000s processor signified a failure on the part of the US in its trade war against China?

If the specs are confirmed, it spells a huge downturn for one name.

QUALCOMM.

There are many firsts in the Mate 60 Pro, selling for less than $1,000 dollars, a bargain in the premium handset segment today.

First, there is a custom GPU in the SOC, and that means the Kirin is even more inhouse than Apple’s A-series chipset.

Why?

It has an inhouse 5G modem. Apple with its hundreds billion warchest has been unable to crack Qualcomm’s patent wall on this particular piece of technology, but it appears Huawei has.

If Huawei makes the design available to Chinese handset makers, we can say goodbye to Qualcomm and Snapdragon, where volume sale is concerned. That or a fierce price war ensue. We will see.




Second, the Mate 60 Pro can make satellite calls, while industry leaders ex-China are only adding texting/emergency signals via satellite. That’s a killer feature for blindspot coverage in China’s vast countryside. As a reminder, this is how a modern satellite phone looks:







Yup, walkie-talkie size, only with an unsightly antennae.

But the Mate 60 pro, all of 9mm thick and looking like this:









can do the same (and way more) than the water bottle above. That’s revolutionary, and showcases China’s strength in space comms, especially the bandwidth and device-side engineering.

Three, this runs Hongmeng 4.0, a mature OS that’s designed from the ground up to take full advantage of the IOT ecosystem. For example, Android auto exists as an app, but Hongmeng’s vehicular integration is baked in. Chinese handset makers will increasingly jump onto the Hongmeng bandwagon to hedge against a repeat of Huawei’s booting by Google on “national security concerns”. My mainland friends have high praise for Huawei’s OS, and these are guys who own multiple handsets, including Apple.

Four, it is AI-assisted, with Huawei’s own large language model Pangu built in. That’s a step (or several) ahead of Android and iOS.

I expect this phone to sell out.

This phone runs with the best in class. But it cannot be sanctioned. Let me repeat.

THIS PHONE IS SANCTION-PROOF.

Not by Google.

Not by TSMC.

Not by any western semiconductor toolermaker.

Not by any Taiwanese/Korean/Japanese/American component or materials supplier.

Not through application of American patent rights.

No other handset manufacturer can boast such an achievement. American IP-Free at the cutting edge is a historic first.

I’ll end with a short note on the significance of the Mate 60 Pro’s announcement, an earth-shattering injection into the news cycle around Gina’s visit.

Let me explain.

The comprehensive sanctions on Huawei severed its dependence on foreign suppliers vulnerable to US sanction, and forced Huawei to create a domestic-only supply chain that could afford sanction without losing their livelihood.

The existence of this completely independent supply chain (not yet complete), which includes Swift-free financing, is a nightmare for Gina and Co., because she won’t have birds-eye view data on Huawei developments, other than resorting to humint and hacking. American corporations in a completely separate eco-system will be similarly disadvantaged. China though, remains fully in the game, since all players are represented in the domestic supply chain.

Gina and American corporations will have to fight Huawei (and Chinese high-tech) with the fog of war turned on.

Best of all, this is a problem created by America, for America.

Update: Chinese news media report the prelaunch sale of several million units of the 12GB/512GB model priced at 7k yuan sold out within the hour. Analysts expect the Mate 60 Pro to sell in excess of 40m units. That will cut into Apple’s projected iPhone sales growth.



Good luck to those holding tech.

Good management . Paid more than 5% share and cash dividend for past year even when poor business environment.
Show that management take care of business and also shareholder.
See you at 90 sen in 2024.

If after 4 close green again.
Think someone will go crazy again

30 years downtrend ending soon for lionind.
Something is happening that will u turn this giant.
rm4.30 was the highest price.
Will it return to glory?

When poor result and negativity cant bash down the plantation stock and create new low.
Then the bottom is here.

US is shorting China market.
China is defending with all the new market measures.
If She succeeds, Consumption and property market in China will revives.
Commodity will be very bullish.
USA if fail to short China. Will be harder to maintain interest rate and USD will fall further.
Commodity will further rally.

The most promising Plantation counter next will be the most naysayers keep bashing non stop at all price level even at cheap price. As all retailers will avoid this stock it will have the least selling pressure when it rally.

If stock market is forward looking.
FCPO is now on mthly up trend.

If you see the west start banning japan stuff , you know the discharge is not safe.
USA started banning 1 year ago fyi.
It will eventually reflect on agriculture price .

Japan discharge Nuclear waste.
Seafood shun and change to meat consumption,
Need more soybean and palm as feeds.
Agriculture demand increase.

Tsh is active again...

So many buyers from bplant , waiting for mega sale.
Every plantation who is willing to sell. Always got buyer want to buy at 1.2 x NTA.
Only at plantation because land is very valuable.
Land can do many things, can plant many food.

Probably in Malaysia only , you can find so many plantation company trading at big discount to NTA.

TSH NAV will be @1.70 by 2 more QTRs.

Lesson learn from Bplant.
Plantation stock should not be valued at below NTA price.
As it is wrong to value plantation stock by their profitability alone.
Sooner or later it will be privatised cheaper than it shld be.
Most plantation are being privatised when they reported lousy qtrs or loss making.
Reason being stock price will be hammered low.
Bplant rally only after last lousy qtr profit reported at 10 million.

TSH most likely will announce better result for the next few qtrs.
Many write down and accounting loss have been accounted in the previous qtrs in preparation for SGX listing.
Going forward expecting better result in the coming few qtrs for the new listing in SGX.
Announcing dividend is not out of question to welcome the new listing .

Commodities are the cheapest asset class right now: Jim Rogers
Well, as I look around the world, the cheapest asset class is commodities right now. I mean, sugar is way down from its historic highs. Silver is down over 50% from its all-time high. Those are certainly not bubble numbers and commodities are the cheapest asset class. As I said, even the Indian stock market is making all-time highs. So, nothing is cheap except commodities.

The most undervalued asset class, probably agricultural commodities, maybe the Chinese stock market. Yes, probably agricultural commodities.

https://economictimes.indiatimes.com/markets/expert-view/commodities-are-the-cheapest-asset-class-right-now-jim-rogers/articleshow/102159552.cms

A global stock trader’s guide to navigating food inflation

Agriculture stocks are beating their global peers this quarter as extreme weather, the war in Ukraine and rising protectionism drive up food prices. Exposure to the sector is a good hedge for inflation, some investors say.

Some exposure is advised to food stocks, similar to what is usually given to oil sector, as a form of insurance, said Marc Elliott, energy transition investment specialist at Union Bancaire Privee in Geneva. “Investing in agricultural names is perhaps a good way to hedge against climate change and certain geopolitical risks.”

Longer-term trends are also working in favor of the industry, he said.

“With the world’s population set to reach 10 billion by 2050, we need to find a way to meet this increased demand in a sustainable way. Equity markets are beginning to see early signs of growth in areas designed to produce food more efficiently and sustainably.”

Specifically, producers in Asia “should benefit from higher raw material prices,” said Minyue Liu, an investment specialist for Asian and Greater China equities at BNP Paribas Asset in Hong Kong.

Some of the food-trading stocks that may benefit from higher prices include Australia’s GrainCorp Ltd., Singapore-listed Wilmar International Ltd., and India’s Shree Renuka Sugars Ltd. and rice producer KRBL Ltd.

Read more at:
https://economictimes.indiatimes.com/markets/stocks/news/a-global-stock-traders-guide-to-navigating-food-inflation/articleshow/102868721.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

低迷市况下的避风港：全球农业股的机会来了？
https://cn.investing.com/news/stock-market-news/article-2232363

Average bull  17.6 years, now only the 3rd year.Long way to go.
Remember to throw your tech,its yesteryears stock. Been rally for over 10 years,no more strength and too many retailers.

Iron stock is coming back.
Later one by one palm oil will also rally.


Commodity bull super-cycles Percentage gain Length (years)
1791-1814 132.5% 23.5
1843-1864 208.2% 21.6
1896-1920 269.7% 24.0
1933-1951 331.5% 18.3
1971-1980 249.5% 9.1
1999-2008 291.8% 9.0
2020-today 80.8% 3.0
Average Bull (without current) 247.2% 17.6

Average bull  17.6 years, now only the 3rd year.

Commodity bear super-cycles Percentage gain Length (years)
1814-1843 -62.2% 28.3
1864-1896 -70.7% 31.8
1920-1933 -65.7% 12.8
1951-1971 -38.6% 20.4
1980-1999 -45.7% 18.6
2008-2020 -73.2% 11.7
Average Bear -59.4% 20.6

Old boss sell wb at 4 sen. That is the support for wb.
Old boss sell mother recently at 27 sen, that will be the support from now on.