Posted by kriss990 > 2021-05-07 14:52 | Report Abuse

hold tight...

Posted by Investorrr > 2021-05-07 14:56 | Report Abuse

resistance all cleared..marching towards 1.45 -1.55

Posted by Investorrr > 2021-05-07 14:57 | Report Abuse

to clear 30 Dec 2019 resistence

Posted by 88cash88 > 2021-05-07 15:02 | Report Abuse

gap up ........go go go fly ........

Posted by Investorrr > 2021-05-07 15:29 | Report Abuse

last year super cycle was glove ,ended August septemer.early this yes chip makers topped..now palm oil super cycle and oil as gas

Posted by taihai > 2021-05-07 22:16 | Report Abuse

Wait good QR

Posted by kriss990 > 2021-05-10 09:11 | Report Abuse

coming now...huat chai... what is the target price?

Posted by kriss990 > 2021-05-10 09:30 | Report Abuse

sell for duit raya... thanks TSH

Posted by Jonathan Keung > 2021-05-10 09:52 | Report Abuse

Sleeping beauty has now awaken. TSH don't be a underperformer be a front runner. Previous high 1.45

Posted by Investorrr > 2021-05-10 10:02 | Report Abuse

tp :1.45 then 2.00

Posted by Investorrr > 2021-05-10 10:05 | Report Abuse

super cycle

Posted by Investorrr > 2021-05-10 12:14 | Report Abuse

CPO closed 4885

Posted by calvintaneng > 2021-05-10 13:20 | Report Abuse

Slow and steady up for Palm oil this year

What glove did last year palm oil is repeating this year

Success begets success!

Posted by TheSecret > 2021-05-11 09:36 | Report Abuse

From Permafrost to Precipitation, Calvin Tan Research (At what stage is Glove, Steel/Aluminium & Palm Oil Stocks currently?

The Eight Stages of A Hot Air Balloon Stock

NOTE: THIS ALSO APPLY TO CYCLICALS LIKE GLOVES, STEEL/ALUMINIUM & PALM OIL



Stage No. 1. PermaFrost

Snow that is frozen for 2 or more years are called permafrost

perma - as in perma-nent

frost - be freezed over

This is the stage of a really dead stock that no research house will bother. Not a single soul is interested. The exception must be the only one in ten thousand who dare to buy any.

Stage No. 2. Thawing

Frozen Solid Ice starts to thaw or soften a little

A very slight passing glance by some value investors or deep value hunters. Only the very brave who SEE VALUE Will dare to buy some.

Stage No. 3 ICE Now Turning to Cold Water.

Some brave souls dare to venture in. Of course it's cold. Every where people pour scorn and cold water on the stock. Very few pay any attention. Remarks are usually negative. From Remisiers, fund managers, one and all. Same conclusion - the stock is not in their investment radar. So most reject it..

Stage 4. Cold Water no longer cold. It is now at room temperature.

Ha! there is a little attention paid by value investor. For the rest it is neither cold nor hot. So lukewarm response. No longer negative like before. But not positive either. A few hopeful investor starts to accumulate.



Stage 5 Water starts to boil

Ha! the heat or fire cause the water to stir a little now. There is warm and movement.

Company reports a good quarter. Or some great contract awarded - real or assumed. Some by merger news. Some favourable factors due to ringgit crash and strong US Dollar translating into higher profits. Or cheap oil benefiting rubber glove, logistic stock like transport or airline. There is now a stir in the stock.

Newspapers, analysts, experts, punters and all are paying attention now. More people talk about it in internet forum and even the media reports it.

Buyers are coming in and there is a great stir at last. Things are now coming alive. Prices moving upward. Many are making monies.



Stage 6. Boiling Water Turning Very Hot in the kettle. The water now churning in violent waves in the pot or kettle with steaming hot movements.

At long last the stock is very hot. Post after post by i3 forum member. All are universally drawn and sucked in. Like insects flying into bornfire at night there is a red hot wild attraction. As more people telling how they made killings in the stock market even more and more people are drawn into the red hot hot stock.

Those who made money early are now piling more and more monies into the red hot stock. Some even go into margin account to buy more.

Prices leap up to the cheers of all and sundry. Everyone is so happy. Happy in a sure winner. Emotion is now flying high. Any opposing view is slammed down in a frenzy. Reason is now overtaken by exuberance.



Stage No. 7. Hot Steam Rises Up The Sky As Hot Air To Form Cloud

All are now in cloud nine. Naysayers are condemned and proven wrong. The sky is the limit for the price. Can now fly to the moon or mars. More monies piled in. More suckers drawn in by greed.

This is the happiest time for all. But throwing all caution to the wind this is also now the most dangerous time to hold or buy more.

In Bursa every day the hot stock is traded in top 10 volumes

In internet forum this is the stock conversation revolves around day and night. Media reports it and tell why it should go even higher. Experts suddenly appear to tell you this time is different. The sky is the limit. Or the sky is not limit. It should fly to outer space.

See example:

Sumatech has a total of 121,603 posts

121,603 POSTS? AMAZING INDEED!

And 123 people clicked like for sumatech

All finally caught in SudaTrap

Posted by calvintaneng > 2021-05-11 15:24 | Report Abuse

TSH VERY GOOD

TOP HOLDER OF INNO

NO NEED BUY INNO IF YOU GOT TSH

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-11-story-h1565028572-FCPO_FOR_MAY_2021_NOW_IS_RM4_880_TIME_WHEN_ALL_GOES_DOWN_PALM_OIL_UP_SO.jsp

Posted by calvintaneng > 2021-05-11 22:33 | Report Abuse

TSH - TOP HOLDER INNO AND OWNER OF PALM OIL ESTATES IN INDONESIA

AND 200,000 ACRES OF CONCESSION FOREST WITH EXPORT TO USA THRU ECOWOOD

ARISE & SHINE!! FOR THY TIME HAS COME

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-11-story-h1565030522-TWO_POWERFUL_FACTORS_WHY_PALM_OIL_BULL_RUN_CAN_LAST_MUCH_LONGER_THIS_RO.jsp

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-11-story-h1565030522-TWO_POWERFUL_FACTORS_WHY_PALM_OIL_BULL_RUN_CAN_LAST_MUCH_LONGER_THIS_RO.jsp

Posted by simon88 > 2021-05-11 23:46 | Report Abuse

Good stock. I am buying...

Posted by lim900510 > 2021-05-14 11:39 | Report Abuse

monday can huat?

Posted by lim900510 > 2021-05-14 11:46 | Report Abuse

https://links.sgx.com/1.0.0/corporate-announcements/3DP8LADMZRH64E9Z/f40b0f7289cbfbbe0e3b29eddfa83626c50f9c266f9edc142be64aef09d18783

Sg listed palm oil company result very good. Hope TSH can fly

Posted by taihai > 2021-05-17 11:51 | Report Abuse

old man showwwww

Posted by calvintaneng > 2021-05-17 12:05 | Report Abuse

Like IjmPlant TSH Resources has all its Palm oil Plantations in Indonesia (Full of Indon workers for harvesting)

Excellent company with Palm oil Mill & Refinery 50/50% JV with Wilmar

Over 200,000 Acres of Forest Concession lands

ECowood the sale of Wood Products to USA

TSH should out perform

A LOOK AT 4 LUMBER STOCKS WITH OWN TIMBER & FOREST CONCESSION LANDS PLUS ONE PLYWOOD COMPANY, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-17-story-h1565092026-A_LOOK_AT_4_LUMBER_STOCKS_WITH_OWN_TIMBER_FOREST_CONCESSION_LANDS_PLUS_.jsp

Posted by danny123 > 2021-05-17 23:08 | Report Abuse

At current Cpo price, all the plantation counters should make huge profit but some company still making losses.

The losses might due to company not well manage the estate and having BAD management team. All this people should be sack.

Posted by danny123 > 2021-05-17 23:11 | Report Abuse

Cpo up, shares didnt move much
Cpo down, shares will come down
How to buy? Bye bye

Posted by lim900510 > 2021-05-19 19:57 | Report Abuse

bad result

Posted by Up_down > 2021-05-19 21:29 | Report Abuse

TSH is indirectly disclose the profit of its associate, Inno Plantation. With the sharing of the profit from the associate 1.883m, Inno Profit can be worked backwards... roughly about 8.5m in 1st Qtr 21. Hardly see any company announce QR before announcement make by their subsidiary or associate.

Posted by Hew Kiong Peng George > 2021-05-19 22:32 | Report Abuse

not really good q1 results due to indonesia export tax levy of 52m ...if not its profit will hit 72m.

Posted by hongheng7 > 2021-05-19 22:35 | Report Abuse

Commentary on the prospects
Palm oil prices have been trading above the RM4,000 per MT in recent weeks boosted by
stronger soybean oil prices and concerns about weak CPO production. Barring unforeseen
circumstances, the Group is optimistic of achieving a satisfactory performance for 2021.
The Board remains optimistic on the long term prospect of the palm oil industry. Global
population and per capita income growth as well as the many health qualities of palm oil
are expected to drive greater demand for palm products. This augurs well for the Group as
palm products segment which accounts for approximately 88% of the revenue for the Group
will remain the core contributor to the Group profit.

Posted by calvintaneng > 2021-05-19 23:07 | Report Abuse

PALM OIL COMPANIES: KLK, BATU KAWAN & TSH RESOURCES GOOD, GREAT & FANTASTIC RESULTS OUT, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-19-story-h1565150562-PALM_OIL_COMPANIES_KLK_BATU_KAWAN_TSH_REOURSES_GOOD_GREAT_FANTASTIC_RES.jsp

Posted by Plantermen > 2021-05-20 08:42 | Report Abuse

Hiew kiong peng - agreed with you. average CPO selling price reported is {$3,010 per ton} lower versus market spot prices { qtr on qtr} likely contributed by forward sales position. What is disturbing is the increase in their Indonesia tax levy paid. From 10.29 million jump to 52.6 million. The Indonesia tax levy is hitting hard on the planter's bottom line. All the companies operating in Indonesia have to paid the levy structure based on CPO export price scheme. Higher the price higher and sharper is the tax contribution. indirectly means the Indobesia government grab part of the higher CPO price as tax

Posted by Ong8888 > 2021-05-20 14:08 | Report Abuse

Palm Products Segment
This segment reported lower revenue of RM220.1 million (from both Continuing and
Discontinued Operations) for Q1 2021, compared to RM221.8 million for Q1 2020.
This is mainly due to lower CPO and PK sold partially offset by higher higher average CPO
and PK prices. Average price of CPO for Q1 2021 was RM3,010 per MT (Q1
2020:RM2,599 per MT) and average PK price was RM2,113 per MT (Q1 2020:RM1,480
per MT). As for FFB production, the Group achieved 228,188 MT in Q1 2021 compared
with 207,727 MT for Q1 2020.
_______________________________________

Why CPO and PK sold is lower but FFB production increased?

Posted by greenland > 2021-05-20 14:16 | Report Abuse

Perhaps they sold forward too early. Its unfortunate. It is just unacceptable.

Posted by greenland > 2021-05-20 14:18 | Report Abuse

On one hand, they sold too low, on the other hand, the indonesian authorities set the levy based on the month’s CPO prices.

Posted by greenland > 2021-05-20 14:19 | Report Abuse

Compared to KLK which also has substantial Indonesian acreage.. KLK has hit record profits for 1st Qtr.

Posted by Up_down > 2021-05-20 14:24 | Report Abuse

TSH operation is much dependent on Indonesia segment . The companies won't be able to profit much during the CPO price rally for the operation in Indonesia due to heavy tax and export duty.

TSH planation area in AR 2020:

Mature areas :
4,522 ha (Sabah)
24,380 ha (Indonesia)

Immature areas:
1,653 ha (sabah)
901 hac (Indonesia)

Posted by Up_down > 2021-05-20 14:28 | Report Abuse

Extracted from PublicInvest :

Not all players will fully benefit from the CPO price gains. Despite stronger CPO prices, not all players will enjoy the full benefit of CPO price rally as upstream plantation players in Indonesia are subject to hefty CPO export duty (USD144/mt) and CPO excise levy (USD255/mt), there would be huge income losses for them as they are only able to recognize a net CPO price of RM3,000/mt based on the current spot level of RM4,700/mt). This is significantly lower compared to Malaysia’s RM4,324/mt (after netting of 8% CPO export tax). Only players with refinery plants would be able to capture the full market price of CPO given the hedging nature.

Posted by Ong8888 > 2021-05-20 15:34 | Report Abuse

Average price of CPO for Q1 2021 was RM3,010 per MT (Q1 2020:RM2,599 per MT) --- Increase 16%

Average PK price was RM2,113 per MT (Q1 2020:RM1,480 per MT) --- Increase 43%

As for FFB production, the Group achieved 228,188 MT in Q1 2021 compared with 207,727 MT for Q1 2020. --- Increase 10%

This segment reported lower revenue of RM220.1 million (from both Continuing and Discontinued Operations) for Q1 2021, compared to RM221.8 million for Q1 2020. --- No increase in revenue.

Average price increased and production increased but no increase in revenue. That means lower volume of CPO and PK sold. Will this be recognised in the coming quarter?

Posted by greenland > 2021-05-20 15:55 | Report Abuse

No. The higher volume this quarter would have been sold in earlier months. All we can hope is that the April-June quarter will give us higher average selling prices.

Posted by Ong8888 > 2021-05-20 16:08 | Report Abuse

You mean higher FFB volume? How to sell in earlier months when the fruit is not there yet? Swt..

Posted by greenland > 2021-05-20 17:28 | Report Abuse

This is called selling forward and all commodity companies do that.

Posted by Ong8888 > 2021-05-20 18:01 | Report Abuse

Forward contract does not work that way. You fix the future price and you only recognize the sales when you actually deliver the product. It means, you cannot sell it earlier.. you just fix the price now and then you sell it later when the time comes at the price you have fixed..

Posted by greenland > 2021-05-20 18:51 | Report Abuse

Yes.. so if the sales was done in Oct 2020 for a Jan 2021 contract but the price in January shoots up, you can pnly recognise the sales as what was contracted in Oct 2020.. BUT the indonesian levy mechanism recognise the CPO price at time of shipment..!

Posted by vtroopsvin > 2021-05-20 22:31 | Report Abuse

Tomorrow will again going south ? Or a possible correction for technical rebound

Posted by taihai > 2021-05-20 22:38 | Report Abuse

EPF sell sell sell dont buy . old man showwwww

Posted by calvintaneng > 2021-05-21 01:48 | Report Abuse

TSH (9059) TSH now stands for "TELLING SECRET HAPPPILY" What Secrets? Lots of hidden potential, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-21-story-h1565177714-TSH_9059_TSH_now_stands_for_TELLING_SECRET_HAPPPILY_What_Secrets_Lots_o.jsp

Posted by Navigation7 > 2021-05-21 06:50 | Report Abuse

https://www.spglobal.com/platts/en/market-insights/latest-news/agriculture/052021-palm-oil-buying-interest-slows-as-trade-awaits-indonesia-export-levy-decision-sources

According to trade sources, a $100/mt cut in the export levy has been proposed and may be announced in the coming weeks. However, there is no official announcement yet.

Posted by Plantermen > 2021-05-21 08:16 | Report Abuse

you can lock in the forward sales in March with any buyer at a contracted fixed price { 3 months ahead } to be deliver in eg. April, May & June. The sales are only taken up or recognised in your books after the shipment is delivered. But the price is already contracted or fixed in March. But the export duty levy is based on the actual date of shipment to be deliver in April, May and June respectively. Now lies the danger. In a uptrend market your contracted price in March is lower compared to the average export price in eg. If April, May or June. You will be paying a much higher tax but your sales price is substantially lower. In Indonesia trading are tough. Is a volume game, if your Mill is stand alone without any volume. You are squeeze by the buyer in terms of pricing { lack of tank space} but you ends up paying higher tax on the export but a lower sales price

Posted by taihai > 2021-05-21 08:59 | Report Abuse

mr Tan already old. no big hope . a few cents ????

Posted by calvintaneng > 2021-05-21 09:25 | Report Abuse

Tsh also got 105 million shares of innoprise

Fong siling (cold eye) also got 4.3 million innoprise shares

So there is alot of value in TSH

Posted by calvintaneng > 2021-05-21 09:26 | Report Abuse

contracted price cannot be too long

when expired they will raise prices and follow real time market value

So old news are old news

The investing landscape change all the time

Posted by danny123 > 2021-05-21 09:42 | Report Abuse

Dont get con by speculator