Investors with low-risk appetite should be aware of the following:

• *Frequent Name changes*
• *Frequent Changes in Business Direction*
• *Frequent Corporate Exercise especially : Share Consolidation & rights issues*
• Dispute between management and board
• Proposed changes to financial period end
• Changes of auditors
• Audit opinion

@ Besafe.
you are right, later a series of corporate exercise（copy and paste as others) may come.............

https://www.theedgemarkets.com/node/657902

Banks instructed by PM to help B40 group via CSR activities, says Ahmad Maslan

Fund manager was very stubborn. Some of the share in the portfolio like Parkson, Bioalpha , really need to re-look

Icap still holding Boustead 12,147,786 share? what is the average cost?

is there any reason(s) stock analyst did not cover this counter?

its parent company, Boustead also gone

US finds no forced labour in Sime Darby’s palm oil production

https://www.freemalaysiatoday.com/category/nation/2023/02/03/us-finds-no-forced-labour-in-sime-darbys-palm-oil-production/

https://www.asgam.com/index.php/2022/11/26/macaus-current-six-concessionaires-win-new-10-year-concessions-under-provisional-award/

https://www.topglove.com/storage/Corporate%20Presentation/TG%20Website_English_200922.pdf

" simeplant which sold it's lands in Selangor for Rm643 mil an acre while it's book value only Rm12k per acre" , which transaction is this? RM 643million an acre ( Ringgit Malaysia 643,000,000) ? inside the land got lithium or Cobalt?

AND lastly , you are always go to others forum to sabotage their investment mood especially ask people to SWAP to your TSH or others useless plantation counter . It this call moral or ethical you always practice ?

based on your daily non stop grandfather or mother story, i dont think you are long term investor. I strongly believe you are trader. I m not sure what is you agenda behind AND you are always provide wrong info(without checking) even to plantation stock

and one more things i wish to remind you :
1. Buying share is not because of director buying then you buy OR not because of Warren or Calvin or Tan or koon or ooil or whatever sifu. I dont believe in ANY SIFU including those what cool eyes or hot eyes or any penang fund
2. Buying share is not because of take over purposed , not because of NTA and so on

@ calvin, if based on "your own logic" should buy "The Star". Not TSH . Let me advise you to look at The Star's property , Cash and so on.

@ Calvin, today TSH how much? AND whats is your others plantation counter performance after 2Q history earning is released until today? coming 3Q how?

@ Calvin: still remember the following:
"15/8/2022 12.56pm

This is What that promoter quote:
"nothing wrong at all as we are given opportunity to average down cost to Rm1.16
now at Rm1.14 is two cents less , Aug results will easily propel prices much much higher
Nov 2022 results will be another Catalyst for price surge"

My replied to him:

Please keep this your post untill end of Aug2022(when 2Q earnings is released) AND NOV 22. Please dont delete it. I will keep you update your above statement. To be fair to you also, we make today FCPO RM 4,300 as reference AND TSH @ RM 1.14-0.01


So, whats is there so surprised that Director Especially Founder/Owner buy the share? Can create value for Shareholder? Can let the share price going up?

whats the "Nov 2022 results will report no less than 20 sen profit" so big deal? by the time you talk Nov2022, it is already over loh!

@PlantBull AND @ Calvin , Regarding SIMEPLANT “ 3.3 million actress” . Simeplnt IR side just replied me:

Thank you for reaching out with your query.
As reported in our latest Annual Report and as per the information provided on our website https://simedarbyplantation.com/investor-relations/operational-information/ . SDP has total landbank of approx. 744,630 Ha (equivalent to approx. 1.84 mil acres) out of which:

i. 579,708 Ha is planted with Oil Palm;
ii. 12,013 Ha is planted with Rubber;
iii. 5,637 Ha is planted with Sugarcane; and
iv. 139 Ha is planted with Coconut.

The claim of SDP having 3.3 mil acres is incorrect as the planted area sits within the company’s total landbank as such it would be incorrect to add the two together to get the company’s total landbank. As you rightly pointed out the total landbank in acres should be 1.84 mil.

15/8/2022 12.56pm

This is What that promoter quote:
"nothing wrong at all as we are given opportunity to average down cost to Rm1.16
now at Rm1.14 is two cents less , Aug results will easily propel prices much much higher
Nov 2022 results will be another Catalyst for price surge"

My replied to him:

Please keep this your post untill end of Aug2022(when 2Q earnings is released) AND NOV 22. Please dont delete it. I will keep you update your above statement. To be fair to you also, we make today FCPO RM 4,300 as reference AND TSH @ RM 1.14-0.01

Sifu so wahat? any sifu have gone through MCO before?

before Earnings is released, the greatest promoter is very confident promise that the share price will react afterwards, now HOW? Promoter, any more accuse? how come SOP is so good earnings , how come Bplant as he day and night non stop quoting, now HOW? because of what? HE IS HIDING QoQ drop!!!! Why QoQ drop is important to plantation stock?

not sure TSH is under high beta stock or not. For those got a high beta stock list, please share here b4 9am tomorrow

Date Close Change/%
1 2020-03-16 20,188.52 −2,997.10/13%
2 2020-03-12 21,200.62 −2,352.60/10%
3 2020-03-09 23,851.02 −2,013.76/7.8%
4 2020-06-11 25,128.17 −1,861.82/6.9%
5 2020-03-11 23,553.22 −1,464.94/5.9%
6 2020-03-18 19,898.92 −1,338.46/6.3%
7 2020-02-27 25,766.64 −1,190.95/4.4%
8 2018-02-05 24,345.75 −1,175.21/4.6%
9 2022-05-18 31,490.07 −1,164.52/3.6%
10 2022-05-05 32,997.97 −1,063.09/3.1%
11 2018-02-08 23,860.46 −1,032.89/4.2%
12 2020-02-24 27,960.80 −1,031.61/3.6%
13 2022-08-26 32,283.40 −1,008.38/3%


Last Friday DJIA -1,008pts, it is 13th largest point decline in DJIA history ! This is a golden opportunity for you to hit and run some high beta stock if gap down tomorrow (pls do your own homework)!
PS: risk is: NOT guarantee will it be a further drop and Malaysia recent political risk

as promoter also, your job is to proper advise your follower : Dont just know how to CALL BUY and dont know(or pretend not to know) how to call take profit(or SELL)

As entrepreneur (VS businessman) in PLC, his job is to create value for company and for shareholder. Buying share in the market can create value? What value can create?

you were skipped my question again and again : Sime Darby Plantation has 3.3million acres of whatever land? from where the 3.3million acres land from? last time you were misleading people said that TSH got 1/2 billion acres" of palm oil or whatever land .

*SIMPLE ILLUSTRATION

1Q22 CPO spot price: RM 6,051; TSH ASP RM 4,779, TSH: RM 1.68
2Q22 CPO RM 6,552; TSH ASP RM 5,076, TSH: RM 1.06
3Q22 CPO RM 4,200, TSH ASP expected to be @ RM 3,318 , TSH share price : expected to be RM X ?
$Q22 CPO RM 4,200, TSH ASP expected to be < RM 3,318 (due to high operation cost) , TSH share price : expected to be RM Y ?
Calvin , berapa itu RM X , and RM Y? RM 1.70 and RM 2 or RM 3?

*IOICORP*
FY2012
Revenue: 15.64b
EPS: 28.09sen
share price: 5.19

FY2016
Revenue: 11.74b
EPS: 9.99sen
share price: 4.34

FY2021
Revenue: 11.25b
EPS: 22.26sen
share price: 3.76

Its 5yr CAGR : Revenue -0.85%, EPS: +17.38%, *Share price: -2.83%*
Its 10yr CAGR: Revenue -3.24%, EPS: -2.30%, *Share price: -3.17%*

*kindly correct my figures if there is anything wrong

i suddenly recalled BHIC , the full name is "BOUSTEAD" Heavy Industries Corporation Berhad

Bplant full name is called "BOUSTEAD" PLANTATIONS BERHAD. FGV full name is called "Felda Global Ventures" Holdings Berhad.

Sime Darby Plantation has 3.3million acres of whatever land? Calvin, yesterday i ask you to share the link, why you ignore and it ? last time you were misleading people said that TSH got 1/2 billion acres" of palm oil or whatever land .

*Jtiasa*
FY 2016
Revenue: 1.02b
EPS: 5.60sen
share price: 1.15

FY2021
Revenue: 723.4m
EPS: 3.30sen
share price: 0.57

Its 5yr CAGR : Revenue -6.64%, EPS: -10.04%, *Share price: -13.10%*
Last Dividend paid: 19/12/2018
Such "good" counter, no wonder you call giant counter!

Why someone need to create ideology like robot? Reason is easy to manage people. Like easy to manage TSH : Keep buying from RM 1, RM 1.20 , RM 1.70……….TP so son and son on

“NOTE
Naysayers are just like those communist spam negatives againsy TSH
SO LET ALL WHO OWN TSH SHARES COME OUT AND COME FOREWARD TO POST DEFENSE AGAINST THEM”

That’s why you are stay in there too long, your mindset is also is like robot, cannot accept other than “1” and “0” . When others people said there are risk in plantation stock incl TSH, but you keep saying NO( “0”) , when people said TSH is well to take profit , you also ask people to keep buying(“1”). Others than Keep Buying and risk free in TSH(:0”), ALL others comments are against TSH!

thats why i keep saying you stay in certain country too long (you get influence by that country ideology) , you cant accept the others side of "your facts" AND you also cant accept criticism . Sikit sikit cakap about you, then you want to sue people

how come FCPO suddenly drop? any news?

calvin, dont tipu new comer lah! HENGYUAN correlated Brent oil? i think you already kelam kabut liao!

https://www.theedgemarkets.com/article/hibiscus-petroleum-4q-net-profit-jumps-fourfold-driven-contributions-newly-acquired-assets

"Touching on oil price forecast, Hibiscus — citing Rystad Energy’s oil price outlook — said that Brent crude oil prices are expected to remain in the range of US$95 to US$110 per barrel in 2023, underpinned by continued strong demand growth."

let say Brent remain @ USD 95 to USD 110, How far can CPO go in 2023?

@ Calvin, no one can stop you from promoting the good stock(because by the end, REAL earnings can tell how truth are you AND whether all your old grand mother story is deliver the REAL result or not ), but also DONT HIDE THE RISK .....................

Outdated news , read for what? Now already 3Q loh….
read this to let you get updated:
1. Boustead Plantations 2Q profit up 51% on stronger palm oil prices, cautions about high costs in 2H
https://www.theedgemarkets.com/article/boustead-plantations-2q-profit-51-stronger-palm-oil-prices-cautions-about-high-costs-2h
2. IOI Corp sees weaker FY23 ahead after closing FY22 with a 24% profit rise, declares eight sen dividend

https://www.theedgemarkets.com/article/ioi-corp-sees-weaker-fy23-ahead-after-closing-fy22-24-profit-rise-declares-eight-sen

@ JJPTR, not easy to fight with them........

KLCI -12pts. / plantation sector -1.7%
BUT

TSH 1.07+0.03/2.9%
TAANN 3.94+0.08
SOP 2.76+0.01
BPLT 0.80+0.005
JTIASA 0.605+/-
FGV 1.50+/-
THPLT 0.545-0.005
HSPLT 2.21-0.02
IOIC 4.04-0.15
SIMEPLT 4.22-0.18

Powerful of promoter group !

@ Shootup, some promoter may be busy on this:
http://quote.eastmoney.com/center/gridlist2.html#futures_114_6

simeplant , IOICORP , Bplant, TSH DY? Thplant last dividend paid in which yr? all this can sustain their dividend pay out? as you said long term investment, right?

And these are top 10 stocks some promoter said has the following characteristics:
1. Low public free-float
2. Inefficient Planation production e.g. low FFB yield or OER
3. Poor management team

Show me Sime plantation has 3.3millions acres of whatever land !

Be alert of any figures post and do some homework on company AR or AGM minute b4 buy

For trading purpose due to the strong volatility of commodities, you can follow promoter to buy, once they spread the news that CPO up from how many % to % or others good news , then better you sell first b4 they sell.

@ Pinky. For fundamental AND “Usual” counter , yes you are right. But for some counter, not as easy as you think. Once promoter is inside the counter, it will create a volatility and create lot of opportunity to trade
Like today this TSH, even the poor result also won’t cause the share price down, it brings meaning of…………….you guess , I guess, promoter also guess.

to liaise with market crocodile and mulut depan sifu and belakang sifu , just TA and FA is not enuf, you need to learn investment psychology

@ pinky, later promoter will push the price up

1Q22 CPO spot price: RM 6,051; TSH ASP RM 4,779, TSH: RM 1.68
2Q22 CPO RM 6,552; TSH ASP RM 5,076, TSH: RM 1.06
3Q22 CPO ? ; TSH: RM X
4Q22 CPO ? : TSH: RM Y

Come on, please fill up X and Y in Q3 qnd Q4?
Growth from where? Dari Mana Pertumbuhan? Tak habis habis jual tanah? ……..if unable to jual tanah? Then?