Posted by StartOfTheBull > 2022-12-16 21:25 | Report Abuse

The name Amanahraya Trustees Berhad appears among TSH Top30 Shareholders list is the nominee for Public Small Cap Funds, not a small cap funds itself.

Posted by OneOracle > 2022-12-16 21:27 | Report Abuse

Its Official

JAKARTA : Indonesia is set to raise mandatory biodiesel blending to 35per cent starting January 1, 2023, to reduce fuel imports amid high global energy prices and to shift to cleaner energy, the energy ministry said on Friday.

The world's biggest palm oil producer has since 2020 implemented the B30 programme, which mandates fossil gasoil to be blended with 30per cent palm oil-based fuel, and has been planning to increase the use of palm-based fuel.

"The estimated demand for biodiesel to support B35 implementation is 13.15 million kilolitres, or around a 19per cent increase compared to 2022 allocation of 11.03 million kilolitres," energy ministry spokesperson Agung Pribadi said in a statement on Friday.

Indonesia is estimated to consume 37.58 million kilolitres of diesel next year, of which 35per cent will be supplied by palm-based biodiesel.

The country's biodiesel industry has an installed capacity of 16.65 million kilolitres, the energy ministry said.

The energy ministry also set a new specification to improve the standards for biodiesel to assure consumers that higher biodiesel blending would not affect engine performance.

The government has been running road tests for biodiesel that is 40per cent palm oil since July 2022 and is expected to conclude the trial by end of this year.

Posted by OneOracle > 2022-12-16 22:02 | Report Abuse

Expecting a FTA to be signed between Indonesia and EU in future. Palm oil will be allowed to be exported again to EU.

https://www.thejakartapost.com/opinion/2022/07/22/out-of-sudden-eu-asean-plan-leaders-summit-in-december.html
The palm oil diplomacy will give Indonesia, as well as Malaysia, a chance to raise its bargaining power in any negotiation on trade restrictions with a weakening EU. The same rule also applies to Indonesian coal.

The EU has agreed to accelerate a free trade agreement (FTA) with ASEAN, a significant change from its traditional preference of having an FTA with individual ASEAN member states. With Indonesia, for example, the EU has yet to complete FTA negotiations, especially in resolving disputes over palm oil.


https://www.thejakartapost.com/paper/2022/12/16/jokowi-sticks-up-for-palm-oil-nickel-policy-at-eu-asean-summit.html

President Joko “Jokowi” Widodo has taken a more outspoken stance against the European Union’s efforts to impose its own sustainability standards on trade with ASEAN, insisting at a summit on Wednesday that it would have to treat the bloc as an equal if it wanted to build a better partnership.

His remarks, delivered at a special EU-ASEAN Summit to celebrate 45 years of their dialogue partnership, comes amid disagreements over EU environmental and trade policies, as well as efforts to conclude a trade deal that has languished for 15 years.

Southeast Asia, Jokowi said, had become a world economic powerhouse and so a partnership with ASEAN would benefit the EU. But going forward, he asserted, Europe would have to let ASEAN nations to do what was necessary to develop their own economies.

https://www.thestar.com.my/aseanplus/aseanplus-news/2022/12/16/end-of-eus-dictation-jakarta-post

Posted by Weechichi > 2022-12-16 22:50 | Report Abuse

Hi Oracle, Can explain in simple term How will this mandatory biodiesel blending affect TSH and basically Other Indonesian Palm Oil planters in Short To medium term accordingly. Thanks.

Posted by OneOracle > 2022-12-17 07:42 | Report Abuse

Basically, you wont see indonesia stockpile running high again. If china demand pick up strongly after reopening ,stockpile may drop to tight situation again. B40 will be implemented after they fine tune the formulation and increases production to avoid serious shortage in future.

To put the policy change into perspective, the increase in the blending mandate is expected to increase domestic Indonesian biodiesel demand 18% from 11 million KL to 13 million KL, which translates into around 1.8mmt of extra palm oil (CPO) consumption in 2023. (assuming that the 13,000,000KL target is met).

Increased domestic Indonesian palm oil demand will reduce the volume available for export from one of the worlds largest palm oil producers, and plans to increase the blending mandate further, to 40% indicate further increases in demand. This policy has provided support to the palm oil price in 2023, and will help it weather the storm of regulatory headwinds coming out of the EU. This is likely to generate sustained upward pressure on the price of other oilseeds such as canola into the future.

Posted by StartOfTheBull > 2022-12-17 10:02 | Report Abuse

Technically, additional 5% biodiesel mandate would save Indonesia palm oil producers by 5% in export levy and 5% less palm oil will be available in the international market. How will it affects palm oil price remains to be seen.
https://ukragroconsult.com/en/news/indonesia-increases-biodiesel-mandate-to-b35/

Posted by OneOracle > 2022-12-17 11:05 | Report Abuse

Expect 2023 could be a year of opportunity and turnaround for plantation sector as EU change its stand against Palm oil. The long hanging issue behind palm oil for past decades will be over. Fund will be moving in this underinvested sector for the past decade.

www.dw.com/en/eu-races-to-strengthen-trade-and-diplomatic-ties-with-indonesia/a-63367502

End of bad blood

Things are changing. "Our engagement with Indonesia has probably never been so intensive," a European Commission spokesperson told DW.

A surge of diplomatic visits kicked off in June 2021 when Josep Borrell, the EU's foreign policy chief, made Jakarta the first port of call in his maiden Southeast Asian visit. He returned for a second visit, to Bali, in July this year.

Because of its role as G20 president for 2022, Indonesia has also received an unprecedented number of high-profile EU visits, including from Valdis Dombrovskis, the EU trade commissioner, who last month said from Jakarta that he expects both sides to agree terms on a free-trade deal by 2024.

EU-Indonesia relations have soured over a handful of trade disputes, most of which have gone to the World Trade Organization (WTO) for review. Yet tensions are expected to ease once the WTO makes its recommendations by the end of the year.

Widodo said in early September that he expects his country to lose in its trade dispute against the EU over Indonesia's 2020 ban on exports of nickel ore. The WTO formed a panel overseeing this dispute in April last year. A final report is expected in the last quarter of 2022.

The WTO is also expected to announce its decision by the end of the year over Indonesia's case against the EU's decision to phase out imports of palm oil imports by 2030. Indonesia is the world's largest exporter of palm oil, which Brussels has designated as a non-renewable fuel.

Once these disputes are settled, analysts reckon that discussions between EU and Indonesian officials can turn to issues where both sides see eye to eye, such as on the long-awaited free-trade deal. With Indonesia taking over as ASEAN chair next year, there is even more impetus on Brussels to cooperate if it wants to continue building good ties in the region.

Posted by SEE_Research > 2022-12-17 13:10 |

Post removed.Why?

Posted by Weechichi > 2022-12-17 13:47 | Report Abuse

Thanks, oracle. Very good knowledge being shared. Looks like my overall position stands a good chance to reap a big reward. From huge losses bought at high, averaged down until now very mild losses only. Good time is coming.

Posted by VTrade > 2022-12-17 14:00 | Report Abuse

Oracle
tp 1.88
2023

Can ?

Posted by StartOfTheBull > 2022-12-17 14:09 | Report Abuse

SimePlant, GentingPlant, KLK and IOIcorp, these four companies which have a significant presence in Indonesia achieved a sudden sharp gain in their stock prices at last 10 minutes of trading yesterday. What does this tell us?

Posted by SEE_Research > 2022-12-17 14:36 |

Post removed.Why?

Posted by OneOracle > 2022-12-17 15:05 | Report Abuse

2023 1.88 can or not?
If 2022 close well. Then tsh is obeying mthly upward channel and will definetly test rm2.00.
The worry is can anyone hold til then ?
Best wish is all jump ship before 1.20 now.
So can make an easy job for boss.
So naysayers please do your job.

Posted by SEE_Research > 2022-12-17 15:27 | Report Abuse

A

Posted by SEE_Research > 2022-12-17 15:43 |

Post removed.Why?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-12-17 16:28 | Report Abuse

Caution for our Oil Palm Plantation stocks.

1. CPO prices have continued to trend lower as palm stockpiles increase, driven by seasonal factors.

2. Labour issues and higher fertiliser costs are added concerns that may impact this sector.

Posted by calvintaneng > 2022-12-17 16:56 | Report Abuse

3iii

Don't worry about palm oil

Indonesia will implement B35 from january 2023 next year

Biofuel will increase from 11 million tonnes to 13 million tonnes

That means about 2 million more tonnes of Cpo will go into fuel

Plus Ukraine Russia war continues to hamper sunflower crop

Also canola crop in Canada impacted by drought

So palm oil will remain high rm3800 to Rm4200

At rm2000 to rm2200 cost of cpo production the profit is Rm1600 to Rm2200 per ton compared to year 2019 when price was rm2200 and cost rm1400 ( profit only rm800)

So even if cost up by Rm600 to Rm800 profit has doubled from Rm800 to Rm1600

Posted by calvintaneng > 2022-12-17 16:59 | Report Abuse

With such high profit up as much as 100% to 150% the cash posifion of palm oil companies have improved

Therefore they are increasing dividends payout like never before

Tsh gave 3 sen dividend and 8 sen next week totalling 11 sen dividend

At rm1. 05 it is more than 10% dividend and better than both reits and banks

Posted by calvintaneng > 2022-12-17 17:02 | Report Abuse

Bplant gave 16% dividend
Taann gives 10% dividend
Fgv gives 9% dividend
Jtiasa gives 5.6% dividend

Sop, simeplant, hs plant and thplant all also giving dividends

In contrast Yinson ask for money by Rights issue

Axis reit also ask for money by Rights issue

So stay very very safe in palm oil

Posted by calvintaneng > 2022-12-17 17:13 | Report Abuse

Since everything is so good and well with palm oil

Naysayers better all go warn these

1. Hartalega
This one facing huge competition from China
Still overexpand with Rm7 billion in North Malaysia

Go give warning

2. KELLINGTON Group bhd
Only got risky Rm530 million in balance sheet as receivables (IOU)

3. INFOTECH

NO REAL EARNINGS BUT ONLY PAPER PROFIT (RECEIVABLES)

ALL THREE ARE IN DANGER

TELL THEM TO SELL AND SWITCH TO SAFETY OF PALMOIL

Financial distress as it gets more loan to pay expense

Posted by StartOfTheBull > 2022-12-17 19:26 | Report Abuse

From Southern Acids Berhad 's forum:

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

10,704 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 34 minutes ago | Report Abuse

Oleochemical segment still facing lots of challenges.
Plantation segment is doing well.
Healthcare sector is generating good profits.
Cash rich. Undervalued based on its asset value.
Meager dividends distributed.
*************
Among other oil palm planters, SAB has the best management team for its oil palm segment?

Posted by OneOracle > 2022-12-17 21:40 | Report Abuse

Now Mistry start to believe 4 to 5k for palm oil instead of 2500 like the naysayers.

https://www.klsescreener.com/v2/news/view/1085393/mistry-predicts-a-jump-in-palm-oil-on-indonesian-biofuel-mandate
Mistry predicts a jump in palm oil on Indonesian biofuel mandate.
The most-consumed cooking oil may trade between RM3,500 and RM5,000 a ton between now and the end of May, unless the war in Ukraine ends, said Mistry, who has been trading palm for about four decades.

Posted by OneOracle > 2022-12-17 22:33 | Report Abuse

https://www.reuters.com/business/energy/us-begins-buying-back-oil-strategic-reserve-official-2022-12-16/

Oil price final support reached also mean Palm oil support reach.

Posted by SEE_Research > 2022-12-17 23:04 |

Post removed.Why?

Posted by SEE_Research > 2022-12-17 23:07 | Report Abuse

$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

For many, the main point of investing is to generate higher returns than the overall market.

But in any portfolio, there will be mixed results between individual stocks.

So we wouldn't blame long term
TSH Resources Berhad (KLSE:TSH) shareholders for

doubting their decision to hold,
doubting their decision to hold,
doubting their decision to hold,


with the stock

down 38% over a half decade


We've identified
*** 3 warning signs *** with
TSH Resources Berhad

(at least 1 which is significant) , and understanding them should be part of your investment process.

But note: TSH Resources Berhad is nott the best stock to buy.

So take a look at this free list of interesting companies with past earnings growth
(and further growth forecast).

Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on MY exchanges.



This article by Si_ ply W_ ll S_

Posted by Hate the Spammers in i3 > 2022-12-17 23:40 | Report Abuse

Haha the differences between us and See_research is we as a normal person have a busy weekends for family/partner/researching about investments. He seem like very busy during weekdays because busy goreng penny stocks, in out in out like mikecyc and make contra losses at the end, after that get mad with everybody else in the world like we owe him money and keep ''machine gun'' to everyone else but not himself as he failed to do well in investing.

Meantime, we as a long term investor always free when the market running because we don't participate much at the daily price fluctuations. We set a target and we exit accordingly either win or loss. But for this spammer, everyday is losing on brokerage/commission fee. That's why he can never provide result. Why? because his trading record is like audit report, hundred pages every month, no wonder this ''chek gai'' never see TSH AR, mana ada time? Busy spamming and busy helping us(Bank's shareholders) making money. Haaa haaa.

Based on his spamming style you can tell everything about him. He is so predictable, his move, his trading style, his appetite, this is why he always get attracted by unrealistic return on investments. So pity to this spammer. But still have to report him because of his action is unacceptable.

Ppl always say '' lose money dai sai ke'' hee heee haaa haaa

Posted by Hate the Spammers in i3 > 2022-12-17 23:52 | Report Abuse

See research type long long also pointless. Your love letter actually got three points only. This is what we meant by unconstructive comments.|

Your comments:
1. Calvin give back my money!
2. TSH down down down! Down 3% today, down 10% tomorrow, 15 % next week. limit down today. suspend tomorrow. delisting next month.
3. Why everybody still looking good on TSH?! Why?! I ask myself everyday why?! Ahhhhhh. I'm crazy.

Haahaa. This is you see_research. This is the synopsis of your all over exaggerate love letter! Think twice before you spamming again!

Posted by Hate the Spammers in i3 > 2022-12-18 00:00 | Report Abuse

Even we hate to see TSH go down, we don't think you are the cause of it going down. But your ''narrow mind'' & your ''stup1d statements'' is telling us that you think the ppl here actually have an impact of its going up. LOL. I really hope you can stay longer during your shower. Wake up please already! Omg. just look at your comments back again, don't hate yourself for what you are doing now. hahaha

Posted by Mikecyc > 2022-12-18 06:14 | Report Abuse

明年棕油价恐下探3800 种植领域评级下调

印尼抛售原棕油力度减弱，国内产量减少，将大马11月棕油库存拉低至接近历史新低，尽管短期内，原棕油价格因中国需求恢复趋向稳定，但未来却面临下行风险，分析员认为，明年原棕油价格将下跌至每公吨4000至3800令吉，故将种植领域评级从“增持”下调至“中立”。...
14 Dec, 2022 20:03pm - 3 days ago Sinchew

Posted by Mikecyc > 2022-12-18 06:15 | Report Abuse

Date Settlement Price RM
15 Dec 22 3878
14 Dec 22 3950
13 Dec 22 3886
12 Dec 22 3995
9 Dec 22 3943
8 Dec 22 3943
7 Dec 22 3969
6 Dec 22 4094
5 Dec 22 3967
2 Dec 22 3952

Posted by Mikecyc > 2022-12-18 06:16 | Report Abuse

第三季业绩逊色 种植领域前景中和

种植股首半年捎来亮眼业绩之后，第三季业绩普遍低于预期，分析员预期明年油棕产量增长，将抑制棕油价格的升势，维持种植业“中和”评级。...
07 Dec, 2022 10:40am - 1 week ago Sinchew

Posted by Mikecyc > 2022-12-18 06:20 | Report Abuse

Haha seems the promoter here is bull_shitting loh …. KLK price is dropped back to before acquisition of IJMplant ..So Good yet So Bad ???

Posted by Mikecyc > 2022-12-18 06:22 | Report Abuse

Haha the hidden Cifu is the One Kopi O ke … hahahaha

OneOracle
OneOracle | Joined since 2022-06-11

Posted by Mikecyc > 2022-12-18 06:32 | Report Abuse

1) Boss bought 25 million share .. Top 3 Tunas with 4.92 % is Sold Over 50 million share as at March 2022 … Balance ard 16 million share .. still Selling ke ?? No need to Report,no body know !!! Top 4 Embun Yakin with 4.88 % is started Selling ke ??? And the 4 with surname Tan whom hold Less than 5 % , Total ard 14 % … Got action ke ??? 



2) Resignation of Principal Officer : 



A) ED Tan is resigned on June 2022 



B ) Ex CFO is resigned on June 2022 



C) CFO Tan whom is appointed on June is resigned on 4/8/2022 …. 



>> The Top 30 list is as at March 2022 …let see see look look the list in the FY22 Annual Report ..

Posted by Mikecyc > 2022-12-18 06:36 |

Post removed.Why?

Posted by Mikecyc > 2022-12-18 06:43 | Report Abuse

Actual : is bought 24.5 million share from 1/4/2022 to 4/8/2022 ( 4 month PLUS 4 day ) … only 500,000 share is bought on March 2022..

>> Haha the TOP is smiling ke .. sold at High Price … then buying each day at dropping price …

———

Stock: [TSH]: TSH RESOURCES BHD
3 days ago | Report Abuse

The boss is smiling everyday and say thanks to all bankers and naysayers for pushing down the price for him to collect. He is happy everytime the price goes up or down.

Posted by Mikecyc > 2022-12-18 06:50 |

Post removed.Why?

Posted by Sslee > 2022-12-18 09:59 | Report Abuse

Indonesia reduced primary forest loss for the fifth straight year
The rate of primary forest loss in Indonesia continued to decline in 2021 for the fifth straight year, falling by 25% compared to 2020. Yet another year of decline is cause for celebration, and indicates that Indonesia is heading in the right direction to meet some of its climate commitments. Last year, Indonesia updated its national climate plan (NDC) with a commitment to reduce emissions in its forest and land-use sector such that it becomes a net carbon sink by 2030.

The continued downward trend also indicates that corporate commitments and government actions are working. New research shows deforestation linked to oil palm is at a 20-year low. No Deforestation, No Peat and No Exploitation (NDPE) commitments now cover 83% of palm oil refining capacity in Indonesia and Malaysia, and over 80% of the pulp and paper industry in Indonesia. Furthermore, the Roundtable on Sustainable Palm Oil tightened sustainable certification requirements in 2018 to prohibit deforestation and peatland clearing.

The decline also reflects efforts by the Indonesian government to reduce forest loss. The Ministry of Environment and Forestry increased fire monitoring and prevention efforts after widespread forest and peat fires in 2015. The government also issued a permanent moratorium on primary forest and peatland conversion, and expanded the mandate of the Peat Restoration Agency to include protection and restoration of mangroves as well as peatlands. Mangroves are important ecosystems for biodiversity and for regulating the impacts of extreme weather.

Posted by Mikecyc > 2022-12-18 10:28 |

Post removed.Why?

Posted by Mikecyc > 2022-12-18 10:29 | Report Abuse

SoftBank suggested otherwise. In a statement, its board director Ken Miyauchi said: “Return of investment, whether from timing or the amount of ROI itself, is the main reason why we were backing out from the project.”

>>> Haha ROI issues ke ? No Good ke …

Posted by OneOracle > 2022-12-18 10:32 | Report Abuse

All these anti palm oil warcry are just political gimmicks to raise stakes before final negotiation conclude after wto decision in few wks time.
And ignorant will think its the end of palm oil and smart fund will be prepared to move in.

EU need diversify reliance on russia china and usa. And asean its very important to them.Indonesia gonna be top 5 largest economy in the world in 2050.
They cannot afford to lose their market.

Eventually they will sign FTA with indonesia and malaysia and their certified palm oil will be free to trade again.

Must be forward looking.

Posted by Mikecyc > 2022-12-18 10:34 | Report Abuse

Haha any progress or News ke ? Oredi 8 months loh ….


Indonesia is turning to Saudi Arabia and the United Arab Emirates, as well as crowdfunding from its massive population, to develop its new capital city in Borneo after Japanese tech behemoth SoftBank Group pulled out of the US$34 billion project.

Posted by Mikecyc > 2022-12-18 10:36 |

Post removed.Why?

Posted by StartOfTheBull > 2022-12-18 10:36 | Report Abuse

From TSH forum:

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)

10,705 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)
17 hours ago | Report Abuse

Caution for our Oil Palm Plantation stocks.

1. CPO prices have continued to trend lower as palm stockpiles increase, driven by seasonal factors.

2. Labour issues and higher fertiliser costs are added concerns that may impact this sector.
-----------------
From Southern Acids Berhad forum:

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Oleochemical segment still facing lots of challenges.
Plantation segment is doing well.
Healthcare sector is generating good profits.
Cash rich. Undervalued based on its asset value.
Meager dividends distributed.

15 hours ago
***************

How will there be positive outlook for Southern Acids Berhad while there is negative outlook for plantation companies?

Posted by OneOracle > 2022-12-18 10:38 | Report Abuse

When indonesia become top 5 largest economy in future.
What is the land price in nusantara?
Just keep some tsh for your children,they will be grateful to you.

Posted by Mikecyc > 2022-12-18 10:39 |

Post removed.Why?

Posted by Mikecyc > 2022-12-18 10:53 |

Post removed.Why?

Posted by StartOfTheBull > 2022-12-18 10:53 | Report Abuse

https://www.klsescreener.com/v2/news/view/1085393/mistry-predicts-a-jump-in-palm-oil-on-indonesian-biofuel-mandate
**********
Dorab Mistry, the veteran trader used to predict lower price for palm oil now has taken a U-turn instead.
Meanwhile, local half-past-six business news writers, namely Sin Chew Daily and China Press continue to write negative articles for oil palm plantations.
Very interesting indeed.

Posted by SEE_Research > 2022-12-18 12:32 |

Post removed.Why?

Posted by Hate the Spammers in i3 > 2022-12-18 17:08 | Report Abuse

Haha get a life see research aka mikecyc akb 3iii. Dont use your aka id to spam more please. The more you spam only prove the more you are like a kids. Ha ha. Talk about ROI when you are not in the market. What a funny joke. The only thing you invest is your keyboard and screen. AKA keyboard warrior.

No time for children even on weekends ke....Only spam and no facts ke.... No time to read TSH AR while checking your 100pages day trading report ke...Not enough money to invest high value stocks ke... Or you spent too much time watching youtube and no time for investing.... Haa haaa....