This is not wise to say like that. These are only very few bad one, it happens to all people group.

There are so much much more good people in Malay & Bumiputera. We are family, brothers & sisters under the roof of Malaysia.

—————————————————
IdleMoney66 GG karim and the board....such an irresponsible person. Pretend good infront of public and do the other way at behind exactly same as our Malaysia govt.....Same kind of people = Malay Bumiputera
10/12/2021 11:08 PM

Overall, opinions are still opinions, it’s subjective, no right or wrong, use whatever methods as long as you like it.

If compared EV method, NTA method will be more useful when calculating assets & business value of an enterprise.

Ignoring the profitability & future prospect of an enterprise.

I personally hardly use EV method nowadays. Even though it used to give little help for someone to buy out as a whole of the business, and yet it is still considered not decisive one.

Let’s refer back to stock market, why it has become bit of irrelevant today? Because it does not consider the profitability of a business at all, be it current or future one.

For example, Scicom NTA is 0.30, now priced at 1.12, overvalued?

How about Tesla? Meta? Alphabet? Extremely overpriced?

Any how, it’s your choice to use if it fits you

Thanks for such great efforts & most importantly, unselfishly sharing of your hardworks.

———————————————————
Johnzhang YTD return (i.e. from 4/1/21 to 6/12/21 period) solely based on capital gain (Dividend paid during the period is not considered in the calculation)

KLCI index - 8.83%
CPO + 37.3%

The mid/small cap plantations :
1. Innoplant + 13.79%
2. MHC + 12.82%
3. Taann + 12.16%
4. Bplant + 7.94%
5. SWKpltn + 7.62%
6. THplant + 5.26%
7. HSpltn + 4.97%
8. KMLoong - 4.43%
9. Cepat - 5.80%
10 TSH -6.96%
11 SOP - 12.50%
12 Jtiasa - 33.52%
13 TDM - 34.72%

The big Cap plantations :
1. UP. - 4.14%
2 KLK - 14.91%
3. IOI - 17.61%
4. Simepltn - 24.45%
5. GENP - 31.33%

I leave it to individual to digest and interpret the above numbers.
07/12/2021 7:07 AM

Keep watching this share price movement everyday, added little today

see if can add more when lower

As long as there is no accounting fraud (SD), or risk of losing big customers due to ESG risk (ATA), or ESG concern over palm oil industry, I am continue to add little by little over this counter.

Easy target, no surprise

NatsukoMishima Andy hall targeted VS , already spread in USA !
02/12/2021 12:32 PM

Malaysian companies in Malaysia business environment are treating foreign workers mostly the same

Ikan bilis always the losing end in terms of news, drops so much also don’t know why, not dare to go in after ATaims case

This is the only thing SD can do now

Can’t wait to have more leaked & disclosed through court evidences. Or else no way can know anything.

——————————
OldWiseMan100 Karim gila already? Want to sue theedge?

https://www.bursamalaysia.com/market_information/announcements/company...
30/11/2021 7:20 PM

Totally misleading article. Look like statement by kopitiam uncle, if not auntie from pasar pagi

Good opportunity to be able added some today

this counter is kind of enabling you to sleep peacefully without worrying too much, at least it is proven covid impactless since the commercial operation of Kampar new terminal

Short term feel good factors:
1. Quarterly giving out dividends (5% yield)
2. solid contributions from logistic tenants @ 2 terminals + more tenants to come
3. Potential 3-4 terminal agreements in 2022
4. Increasing footfalls at Kampar terminal

Longer term
1. Upcoming new Bidor terminal with construction to be completed in 2023

Thanks icst1975

icst1975 Management revealed that Company curently has 3920 staff compare to 3320 in June, an increase of 18%.
26/11/2021 2:30 PM

Very consistent growth, happy with the results

Feeling sorry for the shareholders.

It is non financial event that caused disastrous consequences over the financial position of the company.

Hope Dyson’s decision can be reversed after genuine efforts by the management before next year June

Agreed to AxeCap, this is long term stock, constantly buy can average out the purchase price

Probably it was the reason why the buying pattern at the closing hour so weird, the family’s eyes was keeping on the price movement.

—————-
Date of Change Type Number of Shares
25-Nov-2021 Acquired 307,000
Registered Name Dato' Sri Cheong Kong Fitt
Nature of Interest Deemed Interest

Nature of Interest Deemed Interest
Shares Ordinary shares
Reason Acquisition of shares by her spouse via open market

https://klse.i3investor.com/insider/substantialShareholder/0186/25-Nov-2021/529789_2470743423.jsp

PTrans is Good stock & I have been waiting for opportunities to add more, so fluctuation gives chance to get cheap.

Someone dumping, someone eating up, continue monitor & Q low

Cheap sale? Continue add little

Bursa’s representative was sitting in the SIR update meeting & received both soft & hard copies of the findings.

I have no idea what can Serba do for Bursa has already possessed all the information & documents?

It will be different scenario IF Bursa’s representative didn’t sit in the meeting & obtained the information/documents via informal resources/channel.

Interesting, add little & see

Badly managed.

TSH’s core net profit would have been higher in 3QFY21 if the group did not record fair value losses of RM16.1mil on commodity futures contracts. Unrealised and realised losses on commodity contracts amounted to RM24.9mil in total in 9MFY21.

Feeling not right on this counter, price already moved down before the QR announcement. Hate this kind of insider information leakage.

It is interesting to know TSH has been doing very well in keeping up the production of FFB

QUARTERLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)

31-Oct-21: 71,807 (note 2)
30-Sep-21: 239,222 (YOY: +61,746MT / +34.8%)
30-Jun-21: 255,151 (YOY: +36,069MT / +16.5%)
31-Mar-21: 228,187 (YOY: +20,460MT / +9.8%)

31-Dec-20 180,963 (average= 60,321MT/month)
30-Sep-20 177,476 (note 1)
30-Jun-20 219,082
31-Mar-20 207,727

--------------------------------
(note 1 - explanation by management)
The decline in FFB production in Q3 2020 was primarily due to the lagged impact of the drought in Indonesia in Q3 2019. We anticipate the production to normalise in Q4 2020.

note 2
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3210325

@newtrader1989, it is possible if Nexia qualifies the accounts

May be Karim will sue them for not competent, disqualifying the auditors.

EPF keep buying

Very good result & generous giving out dividend

added little bit, stick to my strategy of buying some every month

I feel it is safe for longer term for investor like me, at least we know where it is going to go in 2-3 years time.

It is very funny by comparing bad apple to all good apples.

That bad apple Serba has been generating negative operating cash flows for many years and receivables increased year after year without lower or collecting from them. That's the similar pattern to Transmile & someone playing with the figures.

If you look at the cash flow statements of Perak Transit, it has been generating very healthy & strong cash flows from its operations every year, that don't lie.

So if you think it is Serba in making just because of good result but no price up, then it is your personal feeling, which I think it is not factual based concluded opinion.

I wish all good luck.

SIR is gone, the final chance for SD to prove itself clean is gone, same applicable to the share price of SD as well.

I personally doubt if any accounting firm is now dare to accept any job request from SD, SD’s reputation is considered down to drain, following the latest drama development.

I have a friend in Sabah who just started to venture into steel business making roof & all kinds of steel products using cold coils & sheets.

He tried to ask around quotations from west Malaysia producers and the lowest quote he got was RM8000+ per ton (coils).

You know what? He managed to import 3 tonnes from China using container & forwarding agent for custom clearance. With all costs, he received the items in Lahad Datu with average price of RM5000+ per tonnes.

So the reality?

Hope Serba can take the legal actions until the end, so we can know more facts & evidences from Serba’s side through the court proceedings.

By taking the bursa to the court, now SIR itself has become court evidence. Serba has reason NOT to produce to anyone until any court order made.

Look like it wasn’t a problem to Karim at all but it was KPMG & Bursa to be blamed as they had made it a problem, so Serba believes it has right to take action.

As it is not a problem, Karim indeed challenges why he needs to produce SIR?

https://www.theedgemarkets.com/article/serba-dinamik-challenges-bursa-court

Anything can happen, nothing new in this crazy world.

It is so unpredictable & full of uncertainties.

When someone's creditability & integrity is in doubt and all eyes are on him for him to clear the clouds, he instead choose to take action to those regulators & independent auditors, then the common business sense will tell you something not right.

Price up....... Result announced soon?

Hi Calvin

Can’t read your article using ipad
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/%3Ca%20href=

Very good closing

Anyone please enlighten if any thing I may have missed?

Thanks in advance

I really don't understand what AmInvest has tried to say, but seem like they didn't do their works to verify the situation before giving out the analysis:


QUARTERLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)

30-Sep-21 239,222 (YOY: +61,746MT / +34.8%)
30-Jun-21 255,151 (YOY: +36,069MT / +16.5%)
31-Mar-21 228,187 (YOY: +20,460MT / +9.8%)

31-Dec-20 180,963
30-Sep-20 177,476 (note 1)
30-Jun-20 219,082
31-Mar-20 207,727


-------------------------------
From AmInvest:
We believe that TSH’s FFB production in 2HFY21 would be lower YoY after a bumper harvest in 1HFY21. TSH’s oil palm trees in Indonesia were productive in 1HFY21 as reflected in the 16.7% YoY increase in FFB production. Recall that in August 2021, a few SGX-listed Indonesia planters had said that their FFB production in 2H2021 would be the same as 1H2021.

https://klse.i3investor.com/servlets/ptres/61105.jsp

--------------------------------
(note 1)
The decline in FFB production in Q3 2020 was primarily due to the lagged impact of the drought in Indonesia in Q3 2019. We anticipate the production to normalise in Q4 2020.

I really don't understand what AmInvest has tried to say, but seem like they didn't do their works to verify the situation before giving out the analysis:


QUARTERLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)

30-Sep-21 239,222 (YOY: +61,746MT / +34.8%)
30-Jun-21 255,151 (YOY: +36,069MT / +16.5%)
31-Mar-21 228,187 (YOY: +20,460MT / +9.8%)

31-Dec-20 180,963
30-Sep-20 177,476 (note 1)
30-Jun-20 219,082
31-Mar-20 207,727


-------------------------------
From AmInvest:
We believe that TSH’s FFB production in 2HFY21 would be lower YoY after a bumper harvest in 1HFY21. TSH’s oil palm trees in Indonesia were productive in 1HFY21 as reflected in the 16.7% YoY increase in FFB production. Recall that in August 2021, a few SGX-listed Indonesia planters had said that their FFB production in 2H2021 would be the same as 1H2021.

https://klse.i3investor.com/servlets/ptres/61105.jsp

--------------------------------
(note 1)
The decline in FFB production in Q3 2020 was primarily due to the lagged impact of the drought in Indonesia in Q3 2019. We anticipate the production to normalise in Q4 2020.

TSH won’t be affected materially by 33% tax rate as Malaysia operations commanded less than half of the total profit, or in other words, Malaysian operations may generate slightly above 100mil profits

———————
greenland 33% tax for profit above 100mio , 24% for profit below 100mio… ok lah. Assuming TSH make 300mio profit 2022, the additional 18mio tax only..
29/10/2021 6:00 PM

Thanks for compiling the information, vivientac

Look like TSH & KLK will benefit from it as half of their plantations are in Indonesia, if not mistaken

In regards to shortage of labour, what do you think for those who has plantations in Indonesia?

I was told they do not have this issue, compared to those in Malaysia

Definitely on the better economy of scale for big firms

Another issue is shortage of labour, it is real, but not as serious as reported in the news. It is still manageable for big plantation because big firms have better planning & resources to coup with the challenges

It is the smallholders who are receiving greater impacts over the shortage. As many small holders in Sabah are relying on indonesia workers and some of them had gone back to Indonesia, making small holders unable to harvest smoothly over their estates