Posted by calvintaneng > 2022-05-18 23:25 | Report Abuse

Tsh resources

I think Hong Leong research just too cautious on Tsh results

These are our figures:

Ffb for Oct to Dec 2021 totalled 196,300 tonnes and Cpo was Rm4417 per ton
With 6 sen dividend from innoplant the reesult was

4.6 sen profit (Feb 2022)

This qtr result

Jan to March 2022 Ffb is 197,800 tonnes (up by 1,500 tonnes extra )

Plus Cpo average is Rm6,015 or up by 36%

Since Ffb has increased with price surge of 36% more value the cost of fertilizer cannot negate it's good overall results

Same 6 sen dividend from Innoplant another Rm6.3 Million dividend

so this coming qtr result Tsh should report a 6 sen profit (last qtr 4.6 sen) which will be an improvement

The Forward P/E of Tsh will improve to 5.91 (if there is no other impairment )

If sale of Sabah lands for Rm248 millions with assured profit of 7.56 sen is included then Tsh will shine like the sun this qtr

If not Aug 2022 results will report even higher superb profits due to this 7.56 sen plus April Ffb is 73,000 tonnes(just in) and with very high record Cpo prices

Calvin is grateful to Hong Leong Research Team for their being honest and bullish stand on palm oil nevertheless

Well done Hl IB research !!

Posted by Superdaddy > 2022-05-19 00:05 | Report Abuse

Tq sifu Calvin for your extensive explanation on Tsh. Hope we can prosper together till next year on this gem. Cheers!!!

Posted by calvintaneng > 2022-05-19 00:54 | Report Abuse

Superdaddy

If anyone can buy and hold till next year the fantastic gain of 31 sen profit from Bulugan Regency Rm712 million lands sale will propel Tsh much much higher

Posted by stockraider > 2022-05-19 08:41 | Report Abuse

Correctloh Palmoil plantation is the best way to hide mah!

U r effectively involve with food production mah!

Posted by StartOfTheBull > 2022-05-19 09:19 | Report Abuse

In time of recession, safe your capital. Other than bank fixed deposits, plantations stocks is one of the safe havens for investments.

Posted by steveccwong > 2022-05-19 11:37 | Report Abuse

he whole world is facing food shortage including cooking oils (including palm oil) and why worry as long as FCPO is in excess of RM6K/ton, and all individual oil palm smallholders & oil palm listed companies are reaping tons of profits which go directly into their pockets/banks, why worry about the movement of the share prices.

Dow Jone drops like bombs affecting tech. companies, cryptocurrencies and "Growth" companies where else oil palm list cos. are "Value" companies are holding very well and stable.

This is my opinion and for critical analysis.

Posted by calvintaneng > 2022-05-19 14:14 | Report Abuse

Load up Tsh and see it goes up 300% to 1000%

Posted by stockraider > 2022-05-19 14:23 | Report Abuse

Correct mah!

One of your best plantation agst inflation is farmland/plantation mah!

Posted by stockraider > 2022-05-19 14:25 | Report Abuse

Correct mah!

One of the best protection agst inflation is farmland/plantation mah!

Posted by 股神 GS > 2022-05-19 19:20 | Report Abuse

https://www.theedgemarkets.com/article/indonesia-lifts-palm-oil-export-ban-relief-global-market

Posted by s3phiroth > 2022-05-19 19:25 | Report Abuse

palm oil gameover!?

Posted by calvintaneng > 2022-05-19 19:42 | Report Abuse

WAHAHA

Indon palm ban lifted

Tsh go go power ranger!!!

Posted by gladiator > 2022-05-19 20:44 | Report Abuse

Calvin, I think is time to move on from palm oil shares promoted since 2021. With some palm oil shares already rally 100% you have already proven your point and now time to let go. Waiting for you to promote next hidden gem.

Posted by calvintaneng > 2022-05-19 20:51 | Report Abuse

gladiator

Calvin say thank you for your kind words

still not yet for other stocks or just kiv (keep in view) first

I remember both Robert Kuok and Remisier King of Singapore Peter Lim did extremely well in their investment in palm oil when Cpo was only Rm3500 to Rm4000

Since Cpo now above Rm5000 to Rm7000 I think we hold longer to see more upside

Thank you

Posted by 股神 GS > 2022-05-19 21:03 | Report Abuse

FCPO night trading session just opened: Aug2022 Contract RM 5,967 -105( -1.7%)

Posted by calvintaneng > 2022-05-19 21:25 | Report Abuse

Cpo cannot fall too low as there is no sunflower oil, canola oil & soybean oil also not enough

It might be a knee jerk covering from Future shorts but Prices will hold due to scarcity

Posted by 8888_ > 2022-05-20 10:45 | Report Abuse

FGV HL Bank top CPO picks why nobody talk? TP RM 2.43 still has 40% upside.

Posted by manahin > 2022-05-20 11:51 | Report Abuse

FGV average CPO price Q121 rm3172, Q221 rm3268, Q321 3798, Q421 rm4194.... Q122rm5+++, eps???

Posted by stockraider > 2022-05-20 12:35 | Report Abuse

Good vibes loh!

Despite indo lift export ban which mean cpo price will fall......but the cpo price still shoot up mah!