Posted by Investorrr > 2020-10-29 12:22 | Report Abuse

https://www.theedgemarkets.com/article/mpic-average-cpo-price-rm2800-tonne-2017

Posted by Investorrr > 2020-10-29 12:23 | Report Abuse

now cpo above 3200/ton.tsh should above 1.8

Posted by Investorrr > 2020-10-31 18:13 | Report Abuse

3rdqrt cpo average price RM2839 /ton

Posted by johoran > 2020-11-02 07:31 | Report Abuse

As per mentioned in the previous post, CPO is expected to rise until December due to few factors as follow -

1- La Nina could disrupt soybean and other oilseeds supplies in 2021
2 -Weak CPO supply and current tight palm oil stocks limit downside with worker shortage issues
3- Stronger CPO demand as global economy recovers from the pandemics
4- Wider CPO price discount against other oil supportive of demand
5- CPO usage for biodiesel purpose could decline due to INSUFFICIENT from the government (Indonesia) or export levy in 2021

Posted by Jonathan Keung > 2020-11-02 07:43 | Report Abuse

CPO prices trending higher m-o-m but TSH flattish

Posted by Plantermen > 2020-11-02 15:00 | Report Abuse

Market down 2:1 need to wait after budget 2021 tabling

Posted by johoran > 2020-11-02 16:04 | Report Abuse

Fundamental still good, no need so worry..
Next 2 QR still can make big profit

Posted by rizerlee > 2020-11-04 10:48 | Report Abuse

TSH's plantation located in Indonesia
they sold their palm oil with indonesia price instead Malaysia MPOC's CPO price
Indonesia government imposed CPO export levy US$ 55 per tonne and going to increase it further to US$ 60 per tonne.
.
TSH upcoming quarter report might show earning but export levy already took around 8% to 9% of their revenue.
Besides,due to export levyIndonesia CPO price per tonne is lower than Malaysia price.

Palm oil plantation who located in Malaysia especially land bank in Sabah or Sarawak performance might better compare to those land bank in Indonesia

Posted by Jonathan Keung > 2020-11-06 09:25 | Report Abuse

Indonesia tough operating environment.TSH oil mill's locality is in a sweet spot { favourable } can shipped directly at mill's jetty. Unlike others at Kalimantan Timur area no connectivity

Posted by Tang Khangseng > 2020-11-08 13:58 | Report Abuse

Anyone know the "MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)" obtained from Malaysiastock.biz for TSH, this number is only for Malaysia operation right?

Posted by greenland > 2020-11-09 14:14 | Report Abuse

Current PE is 32. After the results come out, PE will drop to 20s.. and final quarter will be around 10.
Current price does not reflect current earnings. CPO at 3200.

Posted by ShareNews > 2020-11-10 18:56 | Report Abuse

Huat ah...sell half to secure profit...

Posted by Anonymous9898 > 2020-11-11 09:47 | Report Abuse

can break RM1.1 today?

Posted by Jonathan Keung > 2020-11-11 14:33 | Report Abuse

Previous high 1.15 will be tested

Posted by Anonymous9898 > 2020-11-11 16:09 | Report Abuse

no power today

Posted by learnbyheart > 2020-11-12 00:02 | Report Abuse

crazy CPO price.everyday make new high

Posted by Investman1981 > 2020-11-12 19:52 | Report Abuse

Still at 1.06. Long time wait for $1.30 already

Posted by johoran > 2020-11-12 21:36 | Report Abuse

Cpo closed 3391 new high

Posted by greenland > 2020-11-12 22:02 | Report Abuse

Thanks

Posted by Anonymous9898 > 2020-11-13 14:39 | Report Abuse

huge roadblock at 1.1

Posted by invest4tomoro > 2020-11-13 15:03 | Report Abuse

IBs roadblock at 1.1, just to shake weak holders

Posted by Anonymous9898 > 2020-11-13 15:11 | Report Abuse

otw to clear hahahaha

Posted by rodmaht > 2020-11-14 07:10 | Report Abuse

Very informative article. You should know what shall do after read this. It also stated palm oil company in Indonesia doesn't face labour shortage issue there.
https://www.klsescreener.com/v2/news/view/753109

Posted by Plantermen > 2020-11-14 07:48 | Report Abuse

Without prejudice - Labour & manpower issues has always plaque planter's in Peninsular Malaysia. in Sabah & Sarawak is less severe. Presence of undocumented migrant workers in both the States {Sabah & Sarawak} has somewhat offset the pressing needs

Indonesia is somewhat different with certain regions facing worker's shortages. Kalimantan Timur has workers related issues compared to Kalimantan Tengah area. Workers preference for certain areas and companies partly contributed to this shortages. Big established planter's do not have this issues only the smaller ones. In addition local workers are very parochial and protective against other migrant groups coming into their areas { Dayaks in Kalimantan}

Posted by kahhoeng > 2020-11-14 22:00 | Report Abuse

I'm looking forward to TSH trading between 1.50 and 1.80 before Dec 31, is it too bullish?

Posted by greenland > 2020-11-15 06:44 | Report Abuse

Its fair. CNY is coming up. China mopped up world soybean supplies for the revival of pig farm feed. Palm oil buy is ongoing and expected to increase in view of CNY. Secondly, increased consumption in India is not just because of Deepavali. The covid cased have come down and the domestic economy is opening up as well. Withoit soybean oil available, Palm Oil is the only choice.
CPO will hover above 3000 for at least till Feb March when the harvest of soybean starts.
Indonesia is pressing for B40 and Malaysian Gov will want to keep current prices so that farmers will be happy. So, Malaysia will have to push for B20 at least..
china already foresaw the shortage and the Foreign minister cane to pledge buying 1.7 mio tonns for next 3 years.. means they foresee a continuous shortage when economies open up worldwide.

Posted by greenland > 2020-11-15 06:47 | Report Abuse

September article

https://klse.i3investor.com/m/priceTarget/57043.jsp

Posted by greenland > 2020-11-15 06:48 | Report Abuse

All factors predicted in above article already happened. Now the price ..

Posted by johoran > 2020-11-15 17:44 | Report Abuse

next target price 1.20 then 1.50

Posted by johoran > 2020-11-15 17:45 | Report Abuse

historical high= 2.40

Posted by greenland > 2020-11-15 20:12 | Report Abuse

correct 2.40 after bonus 1 for 2.

Posted by johoran > 2020-11-15 20:22 | Report Abuse

If next 2 QR big profit, hopefully bonus issue again..

Posted by cheongyc27 > 2020-11-16 00:18 | Report Abuse

CPO price @ rm 3391 will definitely benefit TSH, further more TSH has alot of young mature trees which will produce more fresh fruits now and in near future, a 50 % surge in price is not a dream.

Posted by new6868 > 2020-11-16 10:32 | Report Abuse

Just hope the price may help to push up the revenue and profit a bit....

Posted by Jonathan Keung > 2020-11-17 16:11 | Report Abuse

Low volume transacted

Posted by kmohan62 > 2020-11-17 19:56 | Report Abuse

Today FGV announced its result with a much improved Q-o-Q profit.I am sure TSH will also show a similar result if not better especially in terms of profit margin.

Posted by kmohan62 > 2020-11-18 11:10 | Report Abuse

Investors' slow but sure shifting of focus from glove counters to plantations.

Posted by ken > 2020-11-18 18:46 | Report Abuse

TSH profit up by 299% YoY.. Net profit 24.068 mil, EPS 1.74sen.

Posted by ShareNews > 2020-11-18 18:49 | Report Abuse

so fast declare QR....good result anyway. Congratulation...

Posted by johoran > 2020-11-18 19:10 | Report Abuse

Tmr 1.20

Posted by johoran > 2020-11-18 19:13 | Report Abuse

Next qr jump again

Posted by kmohan62 > 2020-11-18 20:36 | Report Abuse

Price could slowly appreciate to RM 1.50 before the release of the next quarter..

Posted by kmohan62 > 2020-11-18 20:39 | Report Abuse

With the current CPO price....next quarter's net profit could come in much more higher with improved margin barring any kind of impairment...

Posted by johoran > 2020-11-18 20:53 | Report Abuse

KUALA LUMPUR (Nov 18): TSH Resources Bhd saw its third quarter ended Sept 30, 2020 (3QFY20) net profit skyrocket by nearly 300% following higher crude palm oil (CPO) and palm kernel (PK) prices.

Posted by johoran > 2020-11-18 20:54 | Report Abuse

http://www.theedgemarkets.com/article/tsh-3q-net-profit-jumps-higher-cpo-and-pk-prices

Posted by Plantermen > 2020-11-18 21:07 | Report Abuse

Cumulative 3 Qtr result totalling 84.328 million { PBT} ending 30 September. 4qtr result forecast to be much higher than the 3Qtr result {34 Million} PBT

Posted by johoran > 2020-11-18 22:06 | Report Abuse

Next target 1.50

Posted by daretocutandchange > 2020-11-18 23:11 | Report Abuse

soybean up 14.5 to 1184.5 new high right now.

Posted by johoran > 2020-11-19 07:22 | Report Abuse

（吉隆坡18日讯）原棕油和棕榈仁价格走高，加上外汇收益，激励陈顺风（TSH，9059，主板种植股）2020财年第三季净利暴涨3倍，至2406万8000令吉。

该公司今日向交易所报备，当季营业额年增7.2%，录得1亿9417万令吉。

累计首9月，该公司净赚4614万令吉，按年大起80.1%；营业额报5亿8642万6000令吉，年扬12%。

棕油价格已从今年5月底时的每吨2000令吉地位，回升至3000令吉以上，主要是需求增加和产量疲弱，导致我国和印尼库存下跌，及大豆油价格走高。

即便近几个月的原棕油价格上涨，该公司依然谨慎看待疫情的进展，还有对需求的影响。

不过，考量到全球人口和收入提升，还有棕油的健康品质，董事部仍看好棕油业的长期展望。

Posted by Anonymous9898 > 2020-11-19 09:59 | Report Abuse

1.14 and 1.15 huge block