Posted by calvintaneng > 2021-07-26 23:47 | Report Abuse

See TSH CORPORATE VIDEO https://www.youtube.com/watch?v=N2561n37Ig8

Posted by bahai4453 > 2021-07-27 00:54 | Report Abuse

My question is : Can this biological asset made any impact on the the company's financial performance ? Will this play a vital role in the selection of investing target ?

Posted by Plantermen > 2021-07-27 06:46 | Report Abuse

This counter hardly moves despite elevated and record high CPO prices for the past 15 months

Posted by calvintaneng > 2021-07-27 07:21 | Report Abuse

Good morning all

Posted by calvintaneng > 2021-07-27 07:41 | Report Abuse

bahai4453 My question is : Can this biological asset made any impact on the the company's financial performance ? Will this play a vital role in the selection of investing target ?
27/07/2021 12:54 AM

This is a very good question indeed

1) Yes, biological assets continue to grow and increase in value year after year

See an example

THPLANT

See last qtr result under Note 17

Biological assets

Year ended 31.12.2020...Rm41.6 millions

Year 31. 3. 2021........Rm55.9 millions

So THPLANT assets are stated as below At 1 January
Change in fair value recognised to profit or loss...Rm14.278 Millions

SO IN JUST 3 MONTHS THPLANT BIOLOGICAL ASSETS INCREASED BY RM14.2 MILLIONS IN VALUE

What kind of Biological Assets THPLANT GOT?

Receorded in AR of THPLANT Under Property are Palm Oil Estates, Timber & Teak Wood Estates

TEAKWOOD?

YES! THPLANT HAS 3,000 ACRES OF PLANTED TEAKWOOD (All of highest value)

For TSH it has both Palm Oil & Timber Concession lands planted with Solid hardwood

These hardwood trees are used for Wood Flooring and sold by its subsidiary Ekowood

A land value will increase many times if Good Biological Assets are planted there

See how people who got Mau Sang Wang durian planted on their lands ask for exorbitant prices?

Posted by calvintaneng > 2021-07-27 07:51 | Report Abuse

Posted by Plantermen > Jul 27, 2021 6:46 AM | Report Abuse

This counter hardly moves despite elevated and record high CPO prices for the past 15 months

Precisely!

FOR THE SAME REASON CPO PRICES ARE HIGH AND YET TSH PRICES ARE STILL CHEAP ATTRACTED OUR ATTENTION

This is where we find THE BEST VALUE

Doesn't move last time or now does not mean it will not move in coming future

WE BELIEVE FOR TSH THE BEST IS YET TO COME!!

Posted by calvintaneng > 2021-07-27 07:54 | Report Abuse

ONE MORE EXCELLENT THING ABOUT TSH

Like Ijmplant, ThPlant, Jtiasa & Bumitama (Singapore SGX) TSH PALM OIL TREES ARE AROUND 10 TO 12 YEARS OLD AVERAGE YEARS

THIS IS THE MOST FRUITFUL YEARS OF FRUIT BEARING WITH THE BEST FFB TIME

Posted by Ong > 2021-07-27 14:29 | Report Abuse

Is lumber price still considered high?

Posted by calvintaneng > 2021-07-27 14:56 | Report Abuse

Ong

Lumber price in USA was up by 500% but now weakened

Still lumber is up by 200%

So these companies with both palm oil and lumber will benefit

Taann
Jtiasa
Wtk
Tsh resources
Thplant

Ekson - this one only in plywood

Posted by Mat Cendana > 2021-07-27 20:03 | Report Abuse

Thanks for this post. Biological Assets are something I had not given much thought to previously. Must now look out for this when reading companies' reports.

Posted by calvintaneng > 2021-07-28 12:02 | Report Abuse

Yes Mat


We learn as we go along


Investment discovery is a journey

Posted by calvintaneng > 2021-08-16 09:33 | Report Abuse

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-15-story-h1536433928-ALL_BY_INVESTING_IN_PALM_OIL_Peter_Lim_From_Taxi_Driver_To_Billionaire_.jsp