Posted by Duitbesar > 2014-05-30 21:22 | Report Abuse

Korang nak dengar abang duitbesar ke atau korang nak juga dengar Uncle Koon cerita karut Mudajaya dengan Jtiasa. Kan abang dah kata TSH pilihan untuk kelapa sawit

Posted by ramsyll > 2014-05-30 22:58 | Report Abuse

Actually I personally would NOT underestimate Uncle Koon's views on JTiasa & Mudajaya. These 2 stocks have hidden potential and good growth prospects from current levels. Its setback imho, is it past years mediocre results, declining profit margins and setbacks in its overview. Both stocks have re-rating catalyst i.e. JTiasa in its plantation-young and growing whilst Mudajaya in its India IPP and other power projects + replenishing its orderbook. I will keep a close eye on these 2 stocks too...

Posted by Duitbesar > 2014-05-31 18:13 | Report Abuse

bla...bla...bla. Cakap kosong dengar orang tua dengan cerita karut dia tu. Dah banyak abang bagi tips saham keramat. Semua lompat dapat duit besar. Abang diam sekarang sebab bosan ramai tunjuk pintar hasil tarak.

Posted by Lotusf1 > 2014-06-02 10:14 | Report Abuse

Wow ! invstrs dumped tis share,again after .54 rise lst week? Palm oil dropping ...no good signs due stronger ringgt,high ouput n inventry n demand slowed due to lower soya bean prices...

Posted by upsidedown119 > 2014-06-02 11:41 | Report Abuse

Tsh's main risk exposure is Indonesia - a more risky country than Malaysia for investment due to possible abrupt change in policies like taxes.

Posted by leslieroycarter > 2014-06-02 16:45 | Report Abuse

a heavy 50 cts correction for TSH is something very strange here...better go n pick some and put in stock....

Posted by buyvaluestocks > 2014-06-02 19:12 | Report Abuse

What causes its drastic rise and fall? Anyone can share please..

Posted by Bs1688 > 2014-06-02 20:12 | Report Abuse

Maybe Mr Ooi Teck Bee or other sifu can shed some light on this unusual share movement, which left many scratching their heads.

Posted by 逍遥子 > 2014-06-02 21:23 | Report Abuse

Last day of May trading, maybe some fund manager need to windrow dressing their portfolio. Anyway after this spike it did spike some momentum to the counter. Despite today is the XDate of 3.5 cents dividend, it manage to close at $3.47 still a positive sign.

Posted by upsidedown119 > 2014-06-02 23:39 | Report Abuse

2016 is a long time in share trading. Trade the shares babies. Soya bean price is weak, leading to weak CPO price. The two oils are substitutes for each other.

Posted by upsidedown119 > 2014-06-02 23:43 | Report Abuse

OTB is basically a chartist. If the price moves against his charts, he has no explanation.

Posted by jimstock > 2014-06-03 15:08 | Report Abuse

ffb growth 20% each year at least for the next 5 yrs and plenty of upside for cpo..its a diamond in plantation stock for long run. Goyang kaki hahaha..

Posted by jimstock > 2014-06-03 15:15 | Report Abuse

woo...24cts..this is not by mistake, solid.

Posted by iafx > 2014-06-03 15:17 | Report Abuse

rrrrocksssss!!!!! :D :D :D :D

Posted by 逍遥子 > 2014-06-03 15:21 | Report Abuse

Ha ha..... After AGM powerful

Posted by lhoong > 2014-06-03 15:22 | Report Abuse

any news on the AGM? Please post

Posted by jimstock > 2014-06-03 15:23 | Report Abuse

lhoong, this stock need not news..the result tells all.

Posted by lhoong > 2014-06-03 15:30 | Report Abuse

tq

Posted by jimstock > 2014-06-03 15:52 | Report Abuse

holisxxt! obviously the fund manager is sapu the volume, good show TSH!

Posted by ramsyll > 2014-06-03 16:18 | Report Abuse

no chanced already to get this stock at RM3.40... next step... RM4.00 !

Posted by 逍遥子 > 2014-06-03 17:01 | Report Abuse

Very good indeed. according to the boss, double digit growth for the next few years and 1 new oil mill plant will be in operation 2014, another one on 2015.

Posted by ray81 > 2014-06-03 18:14 | Report Abuse

wow...up again..down back tommorow?

Posted by jimstock > 2014-06-03 18:17 | Report Abuse

Ray81,This 19cts is in yr pocket wont run away tomorrow:)

Posted by 逍遥子 > 2014-06-03 18:39 | Report Abuse

Maybe tomorrow more $$$ will quietly go into our pocket. Ka ka ka

Posted by Bs1688 > 2014-06-03 19:35 | Report Abuse

Today's climb is more realistic, no heart attack movement .

Posted by ray81 > 2014-06-03 20:32 | Report Abuse

Let hope so....long run TSH!

Posted by myone99 > 2014-06-04 00:34 | Report Abuse

This stock is long run horse. Unpolished gem. Will out shine most of it's peers. Stay invest and must have conviction.

Posted by 逍遥子 > 2014-06-04 11:23 | Report Abuse

Turun turun turun....... Siapa yang sudah kenyang boleh turun..... Saya tak kenyang.... Nanti semua yang nak turun sudah turun, kita layar !! Ka ka ka

Posted by jkhoo99 > 2014-06-04 16:17 | Report Abuse

profit taking time

Posted by eftee > 2014-06-04 17:19 | Report Abuse

The Mistry fella shouting again CPO to 3,000 a ton by June. May hit 3,500 on El Nino. While I bullish on palm I don't think El Nino will be so bad this year. The last time it started in July till October. Day time can see only 100 feet in front.

Posted by eftee > 2014-06-04 17:21 | Report Abuse

Oops very very sorry. That was the story posted on website on March 5.
http://www.palmoilhq.com/

Posted by ray81 > 2014-06-04 18:02 | Report Abuse

today down little, tomolo up more.....TSH hou yeah

Posted by myone99 > 2014-06-04 18:31 | Report Abuse

The winning formula for this stock is growth+low cost (about 800-1100). If CPO prices above 2000 this company will continue to increase their profit. Any dip is a good buy.

Posted by alfredo612 > 2014-06-04 22:10 | Report Abuse

good timing to buy, long term, high dividen stock.

Posted by bsngpg > 2014-06-04 22:27 | Report Abuse

Dividend 35 sens @ price RM3.60 = 0.97% dividend yield. This is definitely not a high dividend stock.

Posted by bsngpg > 2014-06-04 22:55 | Report Abuse

thks, wongwee.

Posted by 逍遥子 > 2014-06-06 15:17 | Report Abuse

Ada orang sapu diam diam loh..... Ka ka ka

Posted by jinv9 > 2014-06-07 11:58 | Report Abuse

TSH expects FFB to hit 20% CAGR over next 3 years

Posted on 4 June 2014 - 05:40am
Ee Ann Nee
sunbiz@thesundaily.com

PETALING JAYA: TSH Resources Bhd, which fresh fruit bunch (FFB) production stood at 543,000 metric tonne in 2013, expects the group's FFB production to grow at a compounded rate of 20% over the next three years.

TSH group managing director Datuk Tan Aik Sim said FFB production in Sabah will grow a few percent each year while FFB production in Indonesia is expected to grow at a compounded rate of 20% to 30% over the next three years as a result of more planted area coming to maturity and reaching peak production age, as well as good agronomist standards.

Tan said TSH's total landbank measured 105,000ha and its unplanted areas of 55,000ha is enough to keep TSH busy for many years. In the planted areas of 50,300ha, 10,000ha is fully matured while 82% of plantation is immature and young matures which will contribute to the future production growth.

"The next two to four years will be interesting. Those young trees will come into fruition and young matured trees about five to six years will hit its peak production in two to three years," Tan told a press conference after the group's AGM here yesterday.

The group planted about 4,500ha last year and will continue its new planting at 4,000ha to 5,000ha annually to sustain growth.

"We're always on the lookout for more land in Indonesia. It's harder and harder to find good land. If we can get a few thousand hectares every year (in Indonesia) to replenish (landbank), we'll be happy," said Tan.

Tan said TSH plans to invest RM45 million to RM50 million to set up its eighth palm oil mill, which will be erected in 18 months in Sumatra with a capacity of 60 tonnes per hour. TSH currently has four mills in Sabah and three mills in Indonesia.

"Every year, we allocate a capital expenditure of RM120 million to RM150 million for plantation," he added.

Tan said (the volatility of) crude palm oil (CPO) prices are beyond control but what it can control is its management and efficiency.

"We have good yield and cost structure and that make us a competitive producer. In any downturn, we're able to sustain (the growth)," he said, adding that production cost in Sabah is RM800 per metric tonne and RM1,050 to RM1,100 per metric tonne in Indonesia, which has younger trees.

The average CPO price was RM2,251 per metric tonne in 2013 and a better CPO outlook for 2014 is expected, premised on better domestic biodiesel consumption in Indonesia and Malaysia.

"We don't think CPO prices will go below the RM2,000 level and it will get better, especially with the El-Niño effects and CPO price is expected to appreciate," said Tan.

Meanwhile, TSH hopes to look at a dividend payout of 30% to 50% of its net profit in five years' time, from 20% to 30% of its net profit currently.

"We're still growing and we need over RM100 million every year for plantation and to sustain our growth going forward. In five years time, it (dividend policy) depends. Once we have a bigger base, our income is much higher and the amount we need to go into plantation is comparatively smaller, so we may pay out a little more " said Tan.

Source: http://www.thesundaily.my/news/1067723

Posted by 逍遥子 > 2014-06-10 17:12 | Report Abuse

Bila orang tak mau.....kita kutip sikit sikit loh.......ka ka ka !!!

Posted by ray81 > 2014-06-11 00:07 | Report Abuse

Tomorrow will up based on positive CPO forecast

Posted by aatzer > 2014-06-13 15:09 | Report Abuse

KUALA LUMPUR: Crude palm oil (CPO) futures prices on Malaysia Derivatives Exchange rebounded to close higher yesterday on the back of strong performance of soyabean oil prices on the Chicago Board of Trade.

Phillip Futures Sdn Bhd derivative product specialist David Ng said the market was bullish on firmer crude oil performance due to escalating tension in Iraq.

June 2014 increased RM10 to RM2,390, July 2014 added RM25 to RM2,411, August 2014 advanced RM24 to RM2,403 and September 2014 rose RM23 to RM2,400 a tonne.

Volume eased to 26,698 lots from 27,661 lots while open interest fell to 181,854 contracts from 205,339. Bernama

Posted by 逍遥子 > 2014-06-13 16:14 | Report Abuse

High possibility El Nino will happen, ramadan month coming......CPO price will be getting stronger.

Good for plantation counter.....

http://www.theedgemalaysia.com/business-news/294339-veg-oils-palm-oil-continues-gains-as-crude-hits-nine-month-high.html

Posted by aatzer > 2014-06-14 08:54 | Report Abuse

（吉隆坡13日讯）伊拉克动盪升级，原油价格週四欧美交易时段上涨2%至9个月新高，棕油价格週五也隨之走高。

交易商指出，原油价格走高、斋戒月前买家补仓及厄尔尼诺（ElNino）逐渐成形等，均是提振今日棕油价格的因素。

闭市时，大马衍生產品交易所8月份棕油期货，上升24令吉至每公吨2427令吉。

一名外资商品经纪公司交易员表示，你可以看到原油价格正在走高，更高的原油价格，將让棕油成为更具吸引力的生物柴油原料。

布伦特原油（Brent）周五上涨至每桶114美元，为9月以来的新高水平，基於美国对伊拉克採取军事行动后，市场担忧来自当地的原油供应可能中断。

此外，棕油价格也受惠於预测在斋戒月期间需求提升，同时种植工人將会休假，极大可能会影响7月份棕油收割及供应。

交易商表示，在过去5天內大马半岛异常闷热的气候，似乎是厄尔尼诺即將到来先兆，乾旱气候將影响棕油產量。另外，一名大马本地商品交易商则透露，天气开始逐渐炎热。

《路透社》市场分析员表示，技术面而言，棕油价格预料將上探至每公吨2437令吉阻力水平，若突破该水平，將进一步上涨至每公吨2487令吉。

另一方面，市场继续关注伊拉克国內动乱对原油价格的影响。澳洲悉尼的CMC Markets首席策略分析师麦卡尼表示，如果武装份子（吉隆坡13日讯）销售下跌，赚幅萎缩导致大马手套业者在2014年首季交出差强人意的成绩，安联星展研究分析员表示，下半年手套领域前景好坏参半，投资手套股应选择表现超越大市的高產尼品（KOSSAN，7153，主板工业股）。

进攻首都巴格达，布兰特原油价格可能会上涨至每桶125美元。

分析师称，目前市场关心的是动乱局势会否影响伊拉克原油的供应。如果真的爆发大规模內战，原油价格將会有较大波动。

特別是南部巴士拉油港是伊拉克原油出口的关键，每天有200万桶原油通过这里进入市场，如果巴士拉油港遭到破坏的话，原油价格可能会上涨至每桶125，甚至150美元。Oriental Daily

Posted by aatzer > 2014-06-16 15:45 | Report Abuse

(槟城9日讯）CHK企业顾问庄学勤博士指出，在厄尔尼诺现象、生物柴油计划和台风海燕三大因素推波助澜下，预料油棕股将被推高。
庄学勤指出，澳洲气象局4月表示2014年发生厄尔尼诺现象的机率超过70%。气候干旱的厄尔尼诺现象，也将导致棕榈油减产，棕油价格上扬。
“此外，政府将于7月1日起，在全国全面性使用B5（混合5%棕油和95%传统柴油）生物柴油。”
种植及原产业部长拿督斯里道格拉斯早前指出，全国3877家油站会在7月1日开始出售B5生物柴油，全国棕油生物柴油的使用量预计增至每年50万吨。另外，B7生物柴油计划明年推出市场。
庄学勤也说，超强台风海燕肆虐菲律宾之后，当地椰树被大量摧毁，导致椰油产量大减，世界则转向使用棕油。
据悉，海燕仅在东米沙也地区就损坏了3300万棵椰树，而椰树从种植到产油至少需要6至8年的时间。过后，椰油价格远远超过棕榈油价格，已经改变了食用油的基本面，许多消费者已开始转向棕油和种子油。
庄学勤相信，如果马股年杪可涨至2000点，种植股将是大功臣。

Posted by 逍遥子 > 2014-06-17 15:04 | Report Abuse

just like the weather is start warming up, steady

Posted by kingcobra > 2014-06-17 21:14 | Report Abuse

UPTREND INTACT.....KEEP LOOKOUT FOR TOMORROW MOVEMENTS!

Posted by 逍遥子 > 2014-06-20 12:14 | Report Abuse

moving up inch by inch.... steady.

Hot weather, CPO price.....all pointed to good direction.

Posted by 逍遥子 > 2014-06-20 19:05 | Report Abuse

May Production for CPO & Palm Kernel increase by 8% & 5.2% respectively compare to April production.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1663065

Posted by 逍遥子 > 2014-06-22 14:09 | Report Abuse

Overweight Plantation

http://cdn1.i3investor.com/my/files/dfgs88n/2014/06/17/1481021980--671559491.pdf

Posted by jimstock > 2014-06-22 17:27 | Report Abuse

TSH TP 3.91 should be achieved in next Q result by end Aug.