Posted by calvintaneng > 2024-02-22 00:33 | Report Abuse

Blog: Reposted Article: OIL PALM STOCKS IN Bull Run Time: Those Prepared with Biggest Capacity Will Always Excel More Than Others, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/600622097#google_vignette

Posted by EngineeringProfit > 2024-02-22 05:06 | Report Abuse

No matter what I say....Still tak laku in Europe

Posted by calvintaneng > 2024-02-22 05:08 | Report Abuse

https://www.reuters.com/markets/commodities/top-buyer-indias-nov-palm-oil-imports-jump-3-month-high-2023-12-15/

Posted by calvintaneng > 2024-02-22 05:09 | Report Abuse

https://www.malaymail.com/news/money/2023/11/19/dpm-fadillahchina-to-increase-palm-oil-imports-in-2024/102844

Posted by muzammil80 > 2024-04-24 12:07 | Report Abuse

nice lesson ..thanks😉

Posted by calvintaneng > 2024-04-24 18:27 | Report Abuse

welcome

now see this

IF MKHOP IPO IS WORTH 62 SEN WITH P/E 20.3: THEN TSH RESOURCES WITH P/E 16.56 SHOULD BE RERATED FROM RM1.14 TO FAIR PRICE OF RM1.40, Calvin Tan


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-24-story-h-182879779-IF_MKHOP_IPO_IS_WORTH_62_SEN_WITH_P_E_20_3_THEN_TSH_RESOURCES_WITH_P_E_

Posted by calvintaneng > 2 months ago | Report Abuse

Fcpo now Rm5000 above

Palm oil will 🔥🔥🔥

Posted by calvintaneng > 2 weeks ago | Report Abuse

Time to sell upstream and switch to those with Refineries like Fgv and Tsh Resources

Posted by calvintaneng > 2 weeks ago | Report Abuse

Sell Jtiasa
Sell Jpg

Buy Tsh
Buy Fgv

Posted by calvintaneng > 4 days ago | Report Abuse

Tsh is not just upstream as it has

palm oil mills
refinery
also now as asset play as it got

Industrial potential land in Tanah Kuning, Bulugan Regency
East Kalimantan

94700 acres near Ikn Nusantara the new admin Capital of Indonesia

Posted by Sslee > 4 days ago | Report Abuse

At CPO price above RM 4,000. The downstreams can hardly make any extra profit.

And if you bought plantation stocks for land appreciation and not how much FFP they are harvesting and how much earning from FFB and milling then be prepared for the long long wait.

While those holding jayatiasa will enjoy the increase dividend.

Repost:
Looking at past 3 years jayatiasa financial highlights when CPO ASP was less than RM 4,000
With current net cash position and current CPO price of above RM 4,000 jayatiasa should be able to reward shareholders with increase dividend pay out from their more than RM 300+ million operating cash flow

FINANCIAL HIGHLIGHTS
FINANCIAL STATISTICS
2024 RM’000
2023 RM’000
2022 RM’000
PERFORMANCE
Revenue 1,015,867 854,952 810,770
Profit Before Taxation 200,256 166,797 200,558
Profit After Taxation 128,966 151,802 134,413
Profit Attributable to Equity Holders 128,867 151,791 134,556
EBITDA 356,544 326,017 382,072
Equity Attributable to Equity Holders 1,472,781 1,379,011 1,270,930

CORPORATE RATIOS
Net Earnings Per Share (sen) 13.31 15.68 13.90
Net Assets Per Share Attributable to Equity Holders (RM)1.52 1.42 1.31
Net Tangible Assets Per Share (RM) 1.52 1.42 1.31
Return on Equity (%) 8.7 11.0 10.6
Return on Total Assets (%) 6.5 7.8 6.5
Gross Dividend (sen) 6.0 3.2 2.8
Gearing Ratio (%) N/A 8 20