TSH RESOURCES BHD

KLSE (MYR): TSH (9059)

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Last Price

1.20

Today's Change

0.00 (0.00%)

Day's Change

1.19 - 1.22

Trading Volume

1,120,800


14 people like this.

24,717 comment(s). Last comment by calvintaneng 22 hours ago

SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-19 10:08 |

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Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-19 11:18 |

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Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-19 11:20 |

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SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-19 11:31 |

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SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-19 12:22 |

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SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-19 18:54 |

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SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-19 18:58 |

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calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 09:24 | Report Abuse

TSH

T ENACIOUS
S AMSON
H ERCULES

OneOracle

518 posts

Posted by OneOracle > 2023-02-20 11:03 | Report Abuse

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.

Sales

3,237 posts

Posted by Sales > 2023-02-20 12:24 | Report Abuse

MoneyMakers, I like your comments

Posted by FlyingEagle > 2023-02-20 12:31 | Report Abuse

MoneyMakers, support !

calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 12:59 | Report Abuse

Thumbs Up to MoneyMakers!

Well done!!

calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 13:02 | Report Abuse

https://www.tradingview.com/symbols/MYX-FCPO1%21/

Excellent rebound up

Now FCPO Rm4190

Cost as low as Rm1800 per ton due to Fertilizer price crashed by almost 80% & return of fruit hartesters

Gross profit over 100%
Palm oil is the most profitable industries now

SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-20 14:08 |

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Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-20 14:56 |

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Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-20 14:56 |

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Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-20 14:58 | 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 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 …. 


calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 15:59 | Report Abuse

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

calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 16:01 | Report Abuse

Palm oil is not glove 2
as China cannot produce palm oil

Tech is glove 2 because Many People now no need go online but can visit brick and mortar shops

So Tech will be bad as business will shrink

Palm oil is a necessity

Posted by prudentinvestor > 2023-02-20 16:02 | Report Abuse

"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

calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 16:04 | Report Abuse

palm oil versus ogse

oil and gas has oil equipments assets which can rust in the sea and lifespan only 20 to 30 years then depreciate all their value away

palm oil assets are lands which is SUPERIOR

LANDS CANNOT RUST OR DEPRECIATE AWAY

IN FACT PALM OIL LANDS GET MORE AND MORE VALUABLE AS PRICES CAN APPRECIATE OVER TIME

calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 16:07 | Report Abuse

Nitrogen gas has crashed from Usd10 to USD2.23 now

down almost 80% as nitrogen fertilizer is made from natural gas which has nitrogen

This will be great reduction in the manufacture of nitrogen fertilizer

Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-20 16:11 | Report Abuse

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.

Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-20 16:11 | Report Abuse

印尼动向左右市场 棕油价今年料3100至4000

印尼海洋事务与投资统筹部有意检讨有关出口固打,目前不清楚印尼是否限制出口,或者改善国内供应;达证券相信印尼不会如去年般,完全禁止出口,这将严重打乱印尼棕油出口。...
13 Feb, 2023 20:30pm - 6 days ago Sinchew

Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-20 16:14 |

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Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-20 16:16 |

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calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 16:27 | Report Abuse

Fcpo real time price now up above Rm4170

natural gas real time price dropped to usd2 21

profit margin accelerates up

calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 16:30 | Report Abuse

in year 2019 fcpo was Rm2200 per ton and cost of cpo production was Rm1400

profit Rm800 per ton only enough to pay bank loans

now Fcpo Rm4100 while cost dropped to Rm1800

there is Rm2300 profit margin

lots of free cash flow after paying down bank loans

That is why all palm oil co are giving out their best ever dividend in all it's historical records

SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-20 17:03 |

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SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-20 18:53 |

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calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 20:02 | Report Abuse

3 powerful reasons palm oil will be well sustained now till May 2023

1. Indonesia implemented B35 from B30 will increase Biofuel use of cpo from 11 million tonnes to 13 million tonnes

Total cpo production in Indonesia is 48 million tonnes a year

11 million tonnes is a out 27%

Indinesia biofuel will increase to B40, B50 and finally B100

At B100 37 million ton out of 48 million ton or 77% will go into biofuel

Only 23% left for cooking oil and others

In light of this revelation buying and holding palm oil stocks is really no brainer

calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 20:04 | Report Abuse

Reason no 2
From now till May 2023 indonesia is restricting cpo export as Ramadhan is coming and lots of cooking oil will be needed

calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-20 20:06 | Report Abuse

Reason no 3

Russia will cutback crude oil production by 500,000 barrels a day to shore up prices

This will support biofuel which will sustain palm oil prices

SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-20 21:37 |

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SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-20 21:59 |

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kl_guy

1,448 posts

SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-21 05:54 |

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calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-21 07:56 | Report Abuse

Good morning all at Tsh resources

Fcpo has strongly rebounded near Rm4200 due to these 3 factors

1. Indonesia has implemented B35 from B30 and 2 million extra tonnes of Cpo will be needed for biofuel

2. In April 2023 is Ramadhan which Indonesia's 280 million population will need more cooking oil

as such Indonesia has limited Cpo export to protect domestic demand

3. Russia is scaling back 500,000 barrels of crude oil production to shore up crude oil prices

this will help keep biofuel prices elevated

So from now till May 2023 Cpo will see sustained prices and translate to high profits and dividends for Tsh and all palm oil stocks

Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-21 09:10 | 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 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 …. 


Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-21 09:11 |

Post removed.Why?

Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-21 10:00 |

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calvintaneng

55,144 posts

Posted by calvintaneng > 2023-02-21 10:15 | Report Abuse

hahaha

mickey mouse naughty kena banned now John chewing gum appeared ?..

that shows i3 admin also fed up with your nonsense postings


All Investors of Tsh take note

Tsh now debt free cash rich

And dividend payouts from now will be good like Inno

just hold

and take opportunity to add more on weakness

Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-21 10:23 |

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Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-21 10:26 |

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SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-21 10:47 |

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SEE_Research

4,626 posts

Posted by SEE_Research > 2023-02-21 12:43 |

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Posted by SEERESEARCH2023 > 2023-02-21 15:17 | Report Abuse

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.

Johnchew5

10,635 posts

Posted by Johnchew5 > 2023-02-21 17:04 |

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