Posted by calvintaneng > 8 hours ago | Report Abuse

LTAT took Bplant private when its last and final result showed only 0.68 profit

When JCorp took Kulim private at Rm4.10 (From Rm2.50)

Kulim even reported 2 final qtr results in losses

See

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=2675185


From here we see Oil Palm companies got a Unique Advantage over all

ITS LANDS AFTER A TIME WHEN RIPE WILL REAL GOLDEN WINDFALL as DATA CENTER, SOLAR FARM, INDUSTRIAL PARK OR EVEN NEW TOWNSHIPS

Posted by Sslee > 36 minutes ago | Report Abuse

People use PE or dividend yield to value plantation companies.
So what is the average PE and dividend yield of big, middle and small plantation companies listed in Bursa?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 16 minutes ago | Report Abuse

Once again, a load of writing of little value.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 12 minutes ago | Report Abuse

Our modest Singaporean friend posted his target price of RM 1.50. He was telling everyone to buy at RM 1.78 in recent past. For the FIRST time, he is admitting his Mr. Market behavioural problems. :-)

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 9 minutes ago | Report Abuse

Actually it is extremely easy to place a value on TSH. Given its low level of ROE, it should NOT be trading at higher than its NTA.

Investing us simple but not easy for our Singaporean friend who is lost in massive data. He failed to see the wood for the trees.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 3 minutes ago | Report Abuse

Study the cash that was raised by TSH through selling its assets.

What happened to this cash? It was clearly explained in the quarterly report.

A large portion was used to reduce its huge debt. This was a good thing for the company.

TSH will also use a portion to replant new acreages.

Its net cash roughly equals the sum of its short and long term borrowings.

What will be its recurring earnings going forward?
How much dividends can be expected from these projected earnings?



Conclusion: look for another company with higher quality business and with better upside/downside ratio to invest long term.