If you think there is going to be a bonus share in 2024. Historical Price action recorded a price action 1 year before bonus issue. So monitor closely 2023 price movement of TSH especially it is moving defiance or divergent to plantation index or the KLCI.
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 are Not in BOD , holding Less than 5 % , Total ard 14 % … Got action ke ???
>> Waiting See see look look on FY22 Annual Report …
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 ….
what are the prospects of palm oil versus others ? answer : for gloves will be bleak due to glut and fierce price war from China so gloves will be reporting more qtrs of losses
"Cost as low as Rm1800 per ton due to Fertilizer price crashed by almost 80% & return of fruit hartesters" @calvin, your assertion that fertilizer price has crashed by almost 80% is far from reality. https://ycharts.com/indicators/fertilizers_index_world_bank
KUALA LUMPUR: TSH Resources Bhd's core net profit is expected to erode further in 2022-2024, on the back of lower fresh fruit bunch (FFB) output and production cost assumptions, Hong Leong Investment Bank Bhd (HLIB) said.
Post-virtual meeting with TSH recently, HLIB said the plantation group had clocked in FFB output of 857,700 tonnes in the 11 month (11M) of 2022 (-0.8 per cent), and management expects total output of 920,000 tonnes in FY22.
This matched TSH's FY21's FFB output of 919,000 tonnes.
"Moving into FY23, management expects FFB output to fall by 9.0-10 per cent (to 830,000-840,000 tonnes), as additional area reaching maturity bracket (300-400 hectares) will be more than offset by a decline in planted landbank," it said in a note today.
Hence, HLIB tweaked TSH FY22-FY24 core net profit forecasts by 0.8 per cent, -5.2 per cent and 4.8 per cent, to reflect a marginal adjustment to its FFB output and production cost assumptions, in line with management's guidance.
Based on HLIB's assumptions, every RM100 per tonne change in crude palm oil (CPO) price assumption will result in TSH's FY23-FY24 core net profit changing by seven to eight per cent.
HLIB maintained its "Hold" call on TSH, with a higher target price of RM1.12 from RM1.07 previously.
"While we like TSH for its favourable age profile and improving balance sheet, further upside is capped by the absence of earnings growth catalyst," it said.
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 are Not in BOD , holding Less than 5 % , Total ard 14 % … Got action ke ???
>> Waiting See see look look on FY22 Annual Report …
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 ….
Drop Drop Drop. Somebody dint subscribed for shooter services. This fella dont even update their cost of fertilizer, cost of labour fee, thr causes of weather affecting the productions. Everything goes up tremendously. Fertilizer price goes up 200-300%. How the hell cost of production raise only from below rm1500 to rm1800. Use some brain pls.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
SEE_Research
4,626 posts
Posted by SEE_Research > 2023-02-19 10:08 |
Post removed.Why?