Posted by warrenchok90 > 2021-08-14 16:06 | Report Abuse

He is my classmate also

Posted by SEE_Research > 2021-08-14 18:08 | Report Abuse

To :

warrenchok90

He is my classmate also
14/08/2021 4:06 PM
=================================================
It will be good to communicate with him ;
To obtain on his serious intentions of massive current buyings into TSH ;
almost 12,950 lots amounting to
RM14 millions ; he may have strong corporate exercises ?

Remarks
To exercise on the corporate exercise by taking over to private exercise.

Posted by warrenchok90 > 2021-08-14 18:29 | Report Abuse

What to ask? And will it benefit to us?

Posted by MissingPuzzles > 2021-08-14 20:25 | Report Abuse

Aiyoh, Warren, of course-lah, ask him about what he intends to do with this company since he has bought so many shares lately! Is it about private takeover or whatever? He is your classmate, so it should be easier for you to get the direct answers. I am very sure that he knew this company offers a very bright prospect (something like that), this is why he is doing this buying-in. Tell him that you as an interested investor, wants to know more about this company's impending future!

Posted by Bgt 9963 > 2021-08-15 10:38 |

Post removed.Why?

Posted by SEE_Research > 2021-08-15 19:56 | Report Abuse

SEE_Research



TSH RESOURCES/ 9059

============================================

KELVIN TAN AIK PEN 23-Jul-2021 Acquired 1,000,000 - View Detail
KELVIN TAN AIK PEN 22-Jul-2021 Acquired 1,000,000 - View Detail
KELVIN TAN AIK PEN 21-Jul-2021 Acquired 800,000 - View Detail
KELVIN TAN AIK PEN 19-Jul-2021 Acquired 800,000 - View Detail
KELVIN TAN AIK PEN 16-Jul-2021 Acquired 1,000,000 - View Detail
KELVIN TAN AIK PEN 15-Jul-2021 Acquired 600,000 - View Detail
KELVIN TAN AIK PEN 14-Jul-2021 Acquired 500,000 - View Detail
TAN AIK PEN 13-Jul-2021 Acquired 500,000 - View Detail
TAN AIK PEN 12-Jul-2021 Acquired 500,000 - View Detail
TAN AIK PEN 09-Jul-2021 Acquired 300,000 - View Detail
TAN AIK PEN 08-Jul-2021 Acquired 1,000,000 - View Detail
TAN AIK PEN 07-Jul-2021 Acquired 1,000,000 - View Detail
TAN AIK PEN 02-Jun-2021 Acquired 700,000 - View Detail
TAN AIK PEN 01-Jun-2021 Acquired 700,000 - View Detail
TAN AIK PEN 31-May-2021 Acquired 400,000 - View Detail
TAN AIK PEN 28-May-2021 Acquired 500,000 - View Detail
TAN AIK PEN 27-May-2021 Acquired 450,000 - View Detail
TAN AIK PEN 25-May-2021 Acquired 500,000 - View Detail
TAN AIK PEN 24-May-2021 Acquired 700,000
THE CHAMPION ACCUMULATOR in KLSE


==========================================================================
Kelvin Tan Aik Pen
Recent bought TSH shares in massive quantities
from 24 May 2021 to 23 July 2021
( 1 month period )

Bought TSH
Sub total : 12,950 lots x average price
RM 1.08 almost RM 14 millions/
RM 14,000,000.00

===============================================
REMARKS
SEE_Research have not witnessed in recent months whereby top management staff ;
other than
Kelvin Tan Aik Pen who bought massive quantities of the company shares and translate into huge amount
RM 14,000,000.00 as the current KLSE market conditions are not favourable especially on the Malaysian political uncertainty and overall conditions are not in uptrend mode.

TSH ; it will translate some positive actions in price with strong upwards bias ; it will be fast + furious
definitely ;
in the coming days .

Posted by awesome20 > 2021-08-15 20:09 | Report Abuse

tsh you dont know? haaipp...soon booming

Posted by SEE_Research > 2021-08-15 22:49 | Report Abuse

TSH Resources -
Divesting Plantation Landbank in Sabah
Date: 07/07/2021

Stock : TSH |
Source : PUBLIC BANK

Price Target : 1.46 |

Price Call : BUY

Last Price : 1.04


TSH Resources is disposing of its two pieces of plantation landbank totaling 3,007ha together with a 40mt/hour palm oil mill in Sabah for a total cash consideration of RM248m. The group is expected to recognize one-off gain of RM104.3m in the 1QFY22. We deem the offer is attractive as it is valued based on EV of RM82,474/ha or P/B of 1.48x. Based on our calculation, we think it is an earnings accretive deal for the group as it could potentially bump up its earnings by as much as RM8m after taking into the consideration of significant interest savings dspite the loss of income from the CPO production.
Pending the completion of the proposal disposal, we retain our Outperform call with an unchanged TP of RM1.46 based on 24x FY22 EPS.




Salient details of the proposed disposal.

The two pieces of leasehold plantation landbank for divestment are located in Kinabatangan, Sabah. The tenure for the first piece has a balance of 56 years while the second piece has a balance of 75 years. Both estates are adjacent to each other and the weighted average age of the estate’s palm trees is approximately 18 years. Approximately 74% of the planted area is more than 21 years of age and is due for replanting. The total FFB production from these two plantations stood at 50,388mt in FY20. Meanwhile, the 20-year-old palm oil mill is located at the Ladang Ong Yah Ho and it mainly processes the FFB produced around the vicinity. The buyer of the plantation assets is an unlisted company, Sharikat Keratong S/B, led by a Chang family.
Improving gearing level. Management guided that the proceeds of RM248m from the proposed disposal will be used to pare down its borrowings. As of end-2020, it is sitting in a net debt position of RM1.1bn and a net gearing of 0.71x. Upon completion, the proceeds would be utilized to pay off debt, thereby, reducing its net gearing to 0.53x. It can have an annual interest savings of up to RM11.6m if it tends to settle the relatively high interest cost terms loans. In addition, the Group would be able to save capex for land clearing and replanting in the coming years as a significant portion of the estates are due for replanting. The improved gearing will also provide capacity to raise additional funding to accelerate development of its remaining unplanted plantation lands in Indonesia.
Reducing group’s FFB by 5.9%. Upon the completion of the proposed disposal, TSH will see a reduction of FFB production by about 5.9% to 855,786mt (using FY20 numbers as the base). Meanwhile, TSH’s planted area in Sabah will nearly halve to 3,169ha while group planted area will reduce by almost 10% from 31,456ha to 28,449ha.
Lucrative return of investments. All three plantation assets have a combined audited net book value of RM167.1m and the total cost investment involved is RM61.3m. In our view, we think the offer, which is valued based on EV of RM82,474/ha or P/B of 1.48x, is deemed attractive. The group is expected to recognize one-off gain of RM104.3m in the 1QFY22

Source: PublicInvest Research - 7 Jul 2021

================================================

SEE_RESEARCH

Noted as one of the
MAIN CATALYST OF THIS SPECIAL GAIN;
WILL DRIVE TSH INTO an uptrend mode;
with panic buying
The group is expected to recognize one-off gain of RM104.3millions in the 1QFY22

Posted by SEE_Research > 2021-08-16 01:49 | Report Abuse

https://klse.i3investor.com/jsp/blog/bloghl.jsp

Posted by SEE_Research > 2021-08-16 01:53 | Report Abuse

Latest Target Price for TSH Resources -RM 1.46

by Public Bank


Date: 07 July 2021

Stock : TSH |
Source : PUBLIC BANK

Price Target : 1.46 |

Price Call : BUY

Last Price : 1.04

Subject : Divesting Plantation Landbank in Sabah


TSH Resources is disposing of its two pieces of plantation landbank totaling 3,007ha together with a 40mt/hour palm oil mill in Sabah for a total cash consideration of RM248m. The group is expected to recognize one-off gain of RM104.3m in the 1QFY22. We deem the offer is attractive as it is valued based on EV of RM82,474/ha or P/B of 1.48x. Based on our calculation, we think it is an earnings accretive deal for the group as it could potentially bump up its earnings by as much as RM8m after taking into the consideration of significant interest savings dspite the loss of income from the CPO production.
Pending the completion of the proposal disposal, we retain our Outperform call with an unchanged

TP of RM1.46 based on 24x FY22 EPS.




Salient details of the proposed disposal.

The two pieces of leasehold plantation landbank for divestment are located in Kinabatangan, Sabah. The tenure for the first piece has a balance of 56 years while the second piece has a balance of 75 years. Both estates are adjacent to each other and the weighted average age of the estate’s palm trees is approximately 18 years. Approximately 74% of the planted area is more than 21 years of age and is due for replanting. The total FFB production from these two plantations stood at 50,388mt in FY20. Meanwhile, the 20-year-old palm oil mill is located at the Ladang Ong Yah Ho and it mainly processes the FFB produced around the vicinity. The buyer of the plantation assets is an unlisted company, Sharikat Keratong S/B, led by a Chang family.
Improving gearing level. Management guided that the proceeds of RM248m from the proposed disposal will be used to pare down its borrowings. As of end-2020, it is sitting in a net debt position of RM1.1bn and a net gearing of 0.71x. Upon completion, the proceeds would be utilised to pay off debt, thereby, reducing its net gearing to 0.53x. It can have an annual interest savings of up to RM11.6m if it tends to settle the relatively high interest cost terms loans. In addition, the Group would be able to save capex for land clearing and replanting in the coming years as a significant portion of the estates are due for replanting. The improved gearing will also provide capacity to raise additional funding to accelerate development of its remaining unplanted plantation lands in Indonesia.
Reducing group’s FFB by 5.9%. Upon the completion of the proposed disposal, TSH will see a reduction of FFB production by about 5.9% to 855,786mt (using FY20 numbers as the base). Meanwhile, TSH’s planted area in Sabah will nearly halve to 3,169ha while group planted area will reduce by almost 10% from 31,456ha to 28,449ha.
Lucrative return of investments. All three plantation assets have a combined audited net book value of RM167.1m and the total cost investment involved is RM61.3m. In our view, we think the offer, which is valued based on EV of RM82,474/ha or P/B of 1.48x, is deemed attractive. The group is expected to recognize one-off gain of RM104.3m in the 1QFY22

Source: PublicInvest Research - 7 Jul 2021

=========================================================================

SEE_RESEARCH



Noted as one of the
MAIN CATALYSTs OF THIS SPECIAL GAIN;
WILL DRIVE TSH INTO an uptrend mode;
in fast & furious mode
with panic & frenzy buying orders

The group is expected to recognise one-off gain of RM104.3 millions in the 1QFY22



============================================================================

TSH /9059

SEE_RESEARCH

WAIT for strong rally VERY SOON

First target ------ RM 1.30

Mid term target --RM 2.00

Posted by SEE_Research > 2021-08-16 14:07 | Report Abuse

https://klse.i3investor.com/blogs/see_research/2021-08-16-story-h1569770270-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOWS_PART_15_UPDATED_NUMBER_2_.jsp

Posted by SEE_Research > 2021-08-16 14:11 | Report Abuse

TSH / 9059

SEE_Research

TSH RESOURCES/ 9059


The top management , main director accumulating with strong number of shares recently

Tan Aik Pen , recent bought more than " many TSH shares , "

sub total : 12,950 lots ( 1 lot = 1,000 shares )

sub total : 12,950 lots x average price RM 1.08 almost RM 14 millions



Pls note : after Kelvin Tan Aik Pen on his massive strong buys ,

EPF from seller ( 3 , 8 June 2021 ) turns buyer on 23 July 2021.

Remarks

REASON NUMBER 1

Let us endeavour to find the



REAL MOTIVES OF THE TOP MANAGEMENT - AT CHAIRMAN LEVEL -



KELVIN TAN AIK PEN ----



MASSIVE CONTINUOUS BUYING ORDERS (FROM 24 MAY 2021 TO 23 JULY 2021 )



NOT MORE THAN 43 TRADING ON TSH SHARES .

Please note at this current time the KLSE market conditions are not favourable

in view of political uncertainties and also the economic conditions are on the

disadvantageous sentiments.


Then , what are the critical motives.

2 CRITICAL MOTIVES

( i ) to take TSH into private vehicle that means private company



(ii) ____________ ?



will disclose to you later in the coming update post .

=========================================================================

TSH WILL BE FAST & FURIOUS ;



UP WHEN EVERYTHING IN THE POLITICAL DEBRIS SETTLED .

CAN YOU AFFORD TO MISS



or



RATHER YOU WILL NOT WANT TO BE LEFT BEHIND



This clearly demonstrates how the institutional funds , including the national fund behaves , strangely , it may seem so.

Posted by Investorrr > 2021-08-16 16:18 | Report Abuse

breaking up soon

Posted by SEE_Research > 2021-08-16 17:31 | Report Abuse

TO : Investorrr

breaking up soon
16/08/2021 4:18 PM
===========================================================================
1. fully agreed with you Investorrr

on technical chart ,

TSH is on up trends mode ,
it exhibits a breakout to short term target price RM 1.30

Posted by Investorrr > 2021-08-16 18:10 | Report Abuse

getting bullish.

Posted by calvintaneng > 2021-08-17 07:39 | Report Abuse

After ijmplant ......Tsh resources is definitely another excellent well managed palm oil companies

Tsh is actually 9 businesses in one

1. Tsh palm oil business

2. Ekowood. Taken private. Now inside Tsh

3. Innoprise. Tsh is top 2nd Holder of Inno. Directors of Tsh sits on the board and manage Inno

4. Cocoa Manufacturing. This is even before palm oil business.

5. 200,000 acres forest concession with biological assets worth Rm400 millions

6. Biomass to produce clean green renewable energy

7. Paper Pulp from Palm oil trunk waste. Ecommerce needs paper packaging

8) Palm Oil Refinery for Downstream. Tsh got 50/50 Jv with Wilmar in Sabah. Wilmar markets its finished products to China, India & others

9) Land Banking. Tsh Kalimantan Lands are located near Balikpapan the upcoming New Capital of Indonesia. Even Walton Land Banking is in Top 30 holders of Tsh

All these 9 are great businesses
So when you buy Tsh

You get 9 for one

Posted by calvintaneng > 2021-08-17 08:48 | Report Abuse

TSH RESOURCES: ONE COMPANY WITH 9 BUSINESSES; The Most Overlooked, Undemanding, Undervalue Palm Oil Stocks with Far Reaching Now & Future Potential

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-17-story-h1569795039-TSH_RESOURCES_ONE_COMPANY_WITH_9_BUSINESSES_The_Most_Overlooked_Undeman.jsp

Posted by Investorrr > 2021-08-17 10:17 | Report Abuse

on uptrend mode now

Posted by Investorrr > 2021-08-17 10:20 | Report Abuse

should be on impulsive up waive soon after today brief profit taking

Posted by calvintaneng > 2021-08-17 12:00 | Report Abuse

So good Aug 21 Fcpo crossed Rm4700 again!!!

Posted by calvintaneng > 2021-08-17 12:23 | Report Abuse

TSH

Treasure

Safely

Hidden

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-17-story-h1569797055-AUGUST_21_FCPO_AT_RM4700_PER_TON_FORETELLS_ALL_PALM_OIL_COMPANIES_GOING.jsp

Posted by henry888 > 2021-08-17 17:47 | Report Abuse

Even though plantation sector, down 1 cent only, more or less due to political tension (all get wrong not the appointment of PM but on tackling of covid).

Posted by calvintaneng > 2021-08-18 08:03 | Report Abuse

PALM OIL: YOUR RAINBOW OF HOPE

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-17-story-h1569799903-PALM_OIL_YOUR_RAINBOW_OF_HOPE.jsp

Posted by calvintaneng > 2021-08-18 09:18 | Report Abuse

HAPPY MORNING ALL AT TSH

NOT ALL ARE INVESTORS AS SOME DO CONTRA TRADE

SO ANY WEAKNESS IS OPPORTUNITY TO ADD MORE TSH ON PULL BACK

AND HOLD TIGHT

LONG WAY UPTREND FOR THIS EXCEPTIONAL POTENTIAL STOCK

Posted by SEE_Research > 2021-08-18 12:51 | Report Abuse

https://klse.i3investor.com/blogs/see_research/2021-08-18-story-h1569802823-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOWS_PART_15_UPDATED_NUMBER_6_.jsp

Posted by henry888 > 2021-08-18 13:12 | Report Abuse

why price stagnant at 1.05/1.06 ??? Wait for financial results tomorrow ???

Posted by Investorrr > 2021-08-18 17:16 | Report Abuse

tomorrow up

Posted by arcadicus > 2021-08-19 09:45 | Report Abuse

Upupupup...... Wuhoooo...

Posted by henry888 > 2021-08-19 10:47 | Report Abuse

Susah, no big player push, ikan bilis mana dapat up???

Posted by azfar8 > 2021-08-19 11:10 | Report Abuse

ya, ikan bilis with limited fund, once buy, cant do anything... need fund manager's touch... I have known this one, most of plantation he touch, even klk, simeplnt, sop, swkplnt, utdplnt, but not this one, abit weird... should i propose? but as he is into this sector, isnt he should at least know this counter?

Posted by azfar8 > 2021-08-19 11:21 | Report Abuse

1.05 clear buyer? wow... while other plantation still strong...

Posted by calvintaneng > 2021-08-19 11:33 | Report Abuse

Insider Boss bought Tsh as high as Rm1.13

Anything below him just slowly collect

Posted by henry888 > 2021-08-19 13:44 | Report Abuse

Unless the price pull back and up, chart looks going downward and sideway. @ calvintaneng..do you have any idea of financial result released today as estimated date. Thanks.

Posted by vincent555 > 2021-08-19 15:32 | Report Abuse

尊敬的 i3 论坛的投资者和交易者（请阅读到最后，因为我们现在正在从新加坡打字）

许多人想知道为什么在 IjmPlant 被 KLK 以 3.10 令吉收购后我们看好 Tsh Resources

许多人对 TSH NAV 的肤浅阅读只有 Rm1.06 而现在 Rm1.04 的价格并不值多少钱

Posted by vincent555 > 2021-08-19 15:32 | Report Abuse

正如你在上面看到的 IJMPLANT NAV 只需 RM1.63

那么当 KLK 提供时，为什么 IJMPLANT 值 RM3.20（RM3.10 加上 10 仙分红）

RM1.63 的资产净值和收购要约是 RM3.20（或高于资产净值的 96%？？）



现在我们认为 TSH 和 IJMPLANT 的资产和收益非常相似

TSH 和 IJMPLANT 庄园均位于沙巴、加里曼丹和苏门答腊

自从他们去了印度尼西亚，他们就彼此保持密切联系。 正如早期来自中国沿海城市的早期移民到马来亚并住在槟城、巴生和柔佛等沿海城镇（请查看：这些都说福建话）

1848 年晚些时候，Long Jaffar 在 Larut 创立了锡矿，还在吉隆坡创立了双溪贝西锡矿。 这些来自广东的中国人更具有商业头脑。 今天巴生谷（KL）和近打谷（怡保）的华人说粤语

印度人还聚集在新加坡的 Brickfields、Sentul 和小印度。

英国人？

他们喜欢凉爽的山间空气，因此他们将金马伦高原、麦克斯韦山、弗雷泽山等命名为。

港口和州被称为斯威特纳姆港（今天的巴生港），韦尔斯利省（现在的普赖）

TSH & IJMPLANT & KLK & WILMAR 也是如此（他们聚集在一起）

因此，如果 IJMPLANT 的价值高出 96%，那么我们能否将 TSH Rm1.04 X 96% 高出

或 Rm2.03

那么TSH的内在价值是Rm2.03吗？



好的，我们深入挖掘



2）当TSH处置资产时，我们才看到它的真实价值面

最近 TSH 出售了 2 个棕榈油庄园

我们去检查一下

TSH 董事会（“董事会”）谨此宣布，TSH 及其 2

全资子公司，即TSH Palm Products Sdn。 Bhd. 和 TSH 种植园

私人有限公司 Bhd. 于 2021 年 7 月 6 日签订了以下各自的买卖协议

与 Sharikat Keratong 私人有限公司的协议。 Bhd.（“SKSB”或“采购商”）：

(i) TSH 与 SKSB（“SPA 1”）之间的买卖协议

拟处置油棕种植园土地，面积约为

2,489 英亩连同所有油棕、房地产办公室、生活区/房屋、

结构、拖拉机、房地产设备和家具，称为 Ladang

Gomantong，现金对价为 7600 万令吉（“出售对价

1”);

(ii) TSH Palm Products Sdn. Bhd 之间的买卖协议。 有限公司（“TSHPP”）

和 SKSB（“SPA 2”）拟出售油棕种植园土地

面积约 4,942 英亩，连同所有油棕、庄园

办公室、生活区/房屋、结构、拖拉机、房地产设备和

那里的家具，称为 Ladang Ong Yah Ho，现金对价为

1.52 亿令吉（“出售代价 2”）； 和

和

TSH Plantation Sdn. Bhd 之间的买卖协议 Bhd. 和 SKSB 拟出售 1 家配备厂房和机器的棕榈油厂，以及家具、车辆和重型机械，称为 Lahad Datu 棕榈油厂，现金对价为 2000 万令吉。

Posted by vincent555 > 2021-08-19 15:33 | Report Abuse

好的，我们从上面看到两块被处理了



来看看TSH的Top 10属性（参考AR或年报）



哇！ 以 7600 万令吉售出的 2,489 英亩是一个令人惊讶的发现！ 这不是前十名，因为它只是一个较小的部分。 突然出现了一笔价值 7600 万令吉的现金意外（别忘了 TSH 拿走了 Ekowood Private & TSH 也是 Innoprise 的第二大持有人。TSH 还获得了价值 4 亿令吉的生物资产。这就是为什么 TSH 代表 Treasure Safely Hidden







好的（请参阅 TSH 的 AR 前 7 项属性）



它的资产账面价值为 Rm102,916,131 或最接近的十进制 Rm102.92 百万



好的，现在从销售价格中扣除



销售总额 Rm152 百万和 Mills Rm20 百万 = RM172 百万



所以Rm17200万少成本Rm10292万



= 6,908 万令吉



涨百分之几？



Rm69.08 百万除以 Rm102.92 = 67.12% 上涨空间



现在如果我们将 Rm1.06 的 NAV 乘以 67.12%



资产净值将是 Rm1.77



那就是净资产价值



如果我们应该包括两家公司（Ekowood - 私有化和 Innoprise 仍然上市）和 200,000 英亩的森林特许权、生物质能源、可可业务、纸浆，以及最重要的 The Palm OIl Refinery 50/50 J/V with Wilmar in Sabah ?



轻松超过 Rm2.00 的价值



好的，现在我们去看看它的历史价格





3) TSH 和 IJMPLANT 一起上升时好时坏



查看他们的价格历史





查看 IJMPLANT 价格历史

年份...最低价...最高价

Posted by vincent555 > 2021-08-19 15:33 | Report Abuse

2004..Rm1.00........Rm1.40
2005...0.91........Rm1.20
2006..Rm1.02........Rm1.66
2007..Rm1.36........Rm3.25
2008..Rm1.19........Rm4.01
2009..Rm1.81........Rm2.89
2010..Rm2.36........Rm3.14
2011..Rm2.38........Rm3.24
2012..Rm2.63........Rm3.77
2013..Rm2.75........Rm3.62
2014,,Rm3.11........Rm4.03

正如您在 2008 年和 2014 年所看到的，IjMPLANT 跨越了 RM4.00 大关



现在就像 IJMPLANT 在好年里突破 RM4.00 TSH Resources 股价也突破 RM4.00 就像 IJMPLANT 那样



见

TSH 资源价格历史

年份....最低价...最高价

2004年.......0.45.......1.01

2005年.......0.63.......1.05

2006年.......0.60.......1.05

2007年.......0.77.......1.65

2008年.......0.55.......1.94

2009年.......0.66.......1.00

2010年.......0.84.......1.46

2011年.......1.33.......2.04

2012年.......1.87.......2.87

2013年......2.05.......3.13

2014年.......2.72.......4.00

所以在 2014 年，当 IJMPLANT 是 Rm4.03 时，TSH 资源的股价也达到了 RM4.00



这就是为什么在即将到来的棕榈油牛市行情中，TSH 资源很有可能达到 RM2.00 并且还可以走高的原因



KLK 以 RM3.20 接管了 IJMPLANT（其峰值周期达到 RM4.00）



TSH 在高峰周期也达到 RM4.00

但为什么我们不以 RM3.20 的内在价值分配与 IJMPLANT 相同的 TSH

为什么只有 RM2.00？

答案：

因为 TSH 为持有的两股股票提供了一份免费奖金，而 IJMPLANT 没有



所以我们认为 RM2.00 至少对 TSH 来说是一个非常公平的内在价值

Posted by Sebastian Power > 2021-08-19 16:58 | Report Abuse

EPF also keep buying. Don't miss this boat

Posted by Bgt 9963 > 2021-08-19 17:09 |

Post removed.Why?

Posted by SEE_Research > 2021-08-21 16:56 | Report Abuse

https://klse.i3investor.com/blogs/see_research/2021-08-21-story-h1569861505-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOWS_PART_15_UPDATED_NUMBER_10.jsp

Posted by SEE_Research > 2021-08-22 15:00 | Report Abuse

ANOTHER

IJM

PLANTATION /

2216








TSH/ TENACIOUS SAMSOM HERCULES ----

image.png


image.png




image.png


WILL BE FAST &

FURIOUS ;



UP WHEN

EVERYTHING IN

THE POLITICAL

DEBRIS SETTLED .

CAN YOU AFFORD

TO MISS OUT



or




RATHER YOU WILL

NOT WANT TO BE

LEFT BEHIND
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Latest Target Price for TSH Resources -RM 1.46

by Public Bank


Date: 07 July 2021

Stock : TSH |
Source : PUBLIC BANK

Price Target : 1.46 |

Price Call : BUY

Last Price : 1.04

Subject : Divesting Plantation Landbank in Sabah


TSH Resources is disposing of its two pieces of plantation land bank totaling 3,007ha together with a 40mt/hour palm oil mill in Sabah for a total cash consideration of RM248m. The group is expected to recognise one-off gain of RM104.3m in the 1QFY22. We deem the offer is attractive as it is valued based on EV of RM82,474/ha or P/B of 1.48x. Based on our calculation, we think it is an earnings accretive deal for the group as it could potentially bump up its earnings by as much as RM8m after taking into the consideration of significant interest savings despite the loss of income from the CPO production.
Pending the completion of the proposal disposal, we retain our Outperform call with an unchanged

TP of RM1.46 based on 24x FY22 EPS.

Posted by Investorrr > 2021-08-23 09:33 | Report Abuse

bullish, 2nd quarter should be very good results

Posted by calvintaneng > 2021-08-23 13:45 | Report Abuse

Tsh results should slowly mirror Ijmplant results

They gone through same cycles last 15 years

Posted by calvintaneng > 2021-08-23 20:14 | Report Abuse

Another good News for TSH Resources

More than 50% of TSH Palm oil Business in Indonesia

Since Rupiah is up TSH should gain


See

Elaborating on his views, Kadir said that based Bloomberg reports, the Malaysian bond market is now being overshadowed by the booming Indonesian bond market, as investors are more confident of the rupiah compared to ringgit now.

“In Aug 17, 2018, we can get 3,551 rupiah for one RM1 but as of Aug 1 last year, we can only get 3,540 rupiah for RM1.

“As of Aug 12, this year, we can only get 3,404 rupiah for RM1. That means our currency value has dropped significantly,” he noted.

https://klse.i3investor.com/blogs/savemalaysia/2021-08-23-story-h1569891421-The_Indonesian_economy_is_surpassing_M_sia_Kadir_Jasin_tells_PM.jsp

Other Malaysia Palm Oil Companies with Palm Oil estates in Indonesia are Thplant, Simedarby Plant & AZRB

Posted by taihai > 2021-08-24 09:46 | Report Abuse

expect so good . why still 1.06 ?? because no $$

Posted by taihai > 2021-08-24 11:36 | Report Abuse

sell the house and property , lie down wait $ 2

Posted by Investorrr > 2021-08-24 11:45 | Report Abuse

this stock already breakup on 16 August is already started moving up in wave 3.bollinger band has widen since yesterday.the successfully breakout date is an up trend signal of the wave 3.

Posted by SEE_Research > 2021-08-24 12:48 | Report Abuse

TO : Investorrr

this stock already breakup on 16 August is already started moving up in wave 3.bollinger band has widen since yesterday.the successfully breakout date is an up trend signal of the wave 3.
24/08/2021 11:45 AM

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1. yes , fully agreed with you ---Investorrr,

TSH on technical analysis , need to overcome
RM 1.15 as the 1 st resistance level as on the way to

2nd resistance level --- RM1.30

Posted by Investorrr > 2021-08-24 15:24 | Report Abuse

heavy weight plantation stocks lead stong rally today.after will come the 2nd liners plantation stock like TSH.

Posted by Investorrr > 2021-08-24 15:26 | Report Abuse

Sarawak oil palm moves,TSh will move