Posted by stockraider > 2021-11-29 07:27 | Report Abuse

All of us know that plantation share traded at huge discount to its historical PE valuation, despite reporting earth shattering record profit due to very strong record cpo prices, but bcos of ESG concern( that are actually unfounded} the mkt is ignoring palmoil stock loh!

Thus as a savvy investors, we need to be Contraian & rational loh!
If funds ignore palmoil stock, thus we can pick it up as a bargain as its fundamental are good investment mah!

Contraian Investor will enjoy good earnings & strong dividends which is the main basic fundamental of all investment in share mah!

Just think logically lah....u actually invest in stock for income mah....not really invest bcos of ESG lah!

Even if u r the minority who invest base on ESG as a sole criteria, if the investment do not generate good return in the long run, u r still screwed mah!

Palmoil is a food & and industrial product....the most efficient vege oil & fats input in the world mah!

Suppose u do not use palm oil & use soya oil instead as an alternative....u need to plant 8x more land to produce the equivalent palmoil mah!

But then soya oil will have even more ESG concern than palmoil mah!

Just imagine At the end, the world wil be paying more for vege oil & fats at the same time degrade the environment even more loh!

Thus it is only logical that the ESG concern on palmoil stock are unfounded given they are no better alternative for better oil & fats thus palmoil is still the best mah!

Thus rationally if u invest in palmoil stock u are protected the ESG, bcos it is the most efficient, at the same time u earn super decent dividend mah!

Furthermore u r well protected from inflation bcos plantation is a proxy of investing in cheap land...a very scarce resources mah!
in this world loh!

Unless u want to migrate to MARS to find new land loh!

Lu Tau Boh ?

Posted by calvintaneng > 2021-11-29 10:13 |

Post removed.Why?

Posted by dasan784 > 2021-11-29 13:21 | Report Abuse

Sifu Calvin.......this drop gives us an opportunity to buy more! No need to panic ! No need to worry! All will be well soon. Just buy and buy as it is very cheap. Insiders purchase should be a moral booster. Cheers!

Posted by absalom > 2021-11-30 10:49 | Report Abuse

If the 1st world countries could grow oil palm and make palm oil, it would have become the best and healthiest edible oil, and the environmental side effects made inevitable and tolerable.

Posted by risktoreward > 2021-11-30 10:53 | Report Abuse

Absalom that’s right, deeply vested ugly interest with the westerners

Posted by warrenchok90 > 2021-11-30 19:56 | Report Abuse

few counter shown strong rebound. Tsh is one of it as I seen.

Posted by warrenchok90 > 2021-11-30 19:58 | Report Abuse

if can get tp 1.31.. then next will aim 1.5

Posted by warrenchok90 > 2021-12-02 17:11 | Report Abuse

it's quite solid d... others drop like hell tsh still up down from 1.05-1.09. plantation still the most stable at the moment

Posted by warrenchok90 > 2021-12-02 17:12 | Report Abuse

because normally local Malaysia would invest in plantation... if oversea they goes for technology or industry.

Posted by Benhobenhobenho > 2021-12-02 20:17 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2021/12/02/india-to-favour-malaysian-palm-oil-as-indonesian-taxes-rise/

Posted by stockraider > 2021-12-02 23:02 | Report Abuse

Not true loh!

Insas has the very good earnings , best tech exposure & the best net cash per share margin of safety exposure exceeding its share per share of Rm 1.00 loh!

This unlike some of calvin weak pick of substandard weak palmoil stock which has poor balance sheet & high gearing mah!

Posted by calvintaneng > Dec 2, 2021 9:10 PM | Report Abuse

no. palm oil not the same with Tech
palm oil has good real solid earnings

tech has little or no real earnings

Posted by DJThong > 2021-12-04 22:45 | Report Abuse

So many silly followers or fellow con men
Sick

Posted by calvintaneng > 2021-12-07 00:05 |

Post removed.Why?

Posted by warrenchok90 > 2021-12-07 18:40 | Report Abuse

Most counter up 3% today. But tsh with profit drop 1 sen T.T bursa boleh.

Posted by calvintaneng > 2021-12-07 22:38 | Report Abuse

Tsh insider boss bought millions rm at above Rm1.13

Any weakness opportunity to buy cheap

Posted by MrsLim > 2021-12-07 22:50 | Report Abuse

calvintaneng,

Kpower now only 42 sen.

40% cheaper now.

Buy more?


Stock: [KPOWER]: KUMPULAN POWERNET BHD

Posted by calvintaneng > Sep 24, 2021 4:24 PM | Report Abuse

Calvin happy to buy kpower at 69.5 sen

And will buy some more if it gets cheaper

Best time to buy is when people are fearful

Posted by calvintaneng > 2021-12-08 00:27 |

Post removed.Why?

Posted by CCWONG > 2021-12-08 13:59 | Report Abuse

If you look at many listcos in KLSE, many are loss-making or profit-making going down, but oil-palm listcos' profit-makings are going up.

That makes the difference.

MYR to USD is 4.20++.

Inflation is ++.

Cost of doing business is ++.

Oil-palm listcos are export-oriented (CPO & others) earning USD.

Share price positive upwards movement is a matter of time.

Posted by Johnzhang > 2021-12-08 15:51 | Report Abuse

TSH has huge borrowing to repay and sitting on quite some unplanted concession land in Indonesia that require considerable capital outlay. This will limit the company's ability to increase dividend yield in the next few years.

Mid cap Plantations companies that are in strong net cash position and pay consistently good dividend are : Inno, Taann, Swkpltn, HSplant, KMloong and UP. SOP is in such good position, but dividend yield has been disappointing.

Posted by Benhobenhobenho > 2021-12-08 16:30 | Report Abuse

Come to think of it, should have disposed when 1.20 few weeks ago instead of keeping till now. Can buy back cheaper

Posted by warrenchok90 > 2021-12-08 16:35 | Report Abuse

just buy and hold once the sales and purchase of land done. already consider bottom price already... I also top up 1.03 just now...

Posted by warrenchok90 > 2021-12-08 16:37 | Report Abuse

will up to 1.28 due to good result. if pass over 1.31 next target is 1.49.. if the sales and purchase done RM2 won't be a problem

Posted by calvintaneng > 2021-12-10 12:29 | Report Abuse

Yes correct

Insider Boss bought as high as Rm1.13
Anything for Tsh below Rm1.10 is a bargain now

Buy regularly while still so dirt cheap

Something big is coming ahead for Tsh

Posted by Investor128 > 2021-12-10 15:45 | Report Abuse

yeah cheap.

TSH resources has a lot of land in Kalimantan, the new Indonesian capital

Posted by Investor128 > 2021-12-10 15:51 | Report Abuse

now negotiating to sell some land. Selling at RM679m v cost of RM280m. That's RM0.28 profit per TSH share

Posted by PlantBull > 1 week ago | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3217716

awesome news! 28 sens pershare!!

Posted by tollebunsmith > 2021-12-10 16:50 | Report Abuse

calvintaneng is another snake... I will sell all at the lowest price and i will show it on the board IF this snake can show me he has made a few millions form Bursa ( under his own name).. else listen calvintaneng .. * i just bought MBB 1000k shares just now.. and i will top up another 1000k at closing* wink wink* ( i am lying just like snake calvintaneng

Posted by DJThong > 2021-12-10 17:31 | Report Abuse

Mana Samson Hercules Chan leh

Posted by warrenchok90 > 2021-12-10 18:02 | Report Abuse

next week if sentiment good... will up....

Posted by ase133 > 2021-12-11 18:55 | Report Abuse

Monday break resistance 1.08 and 1.10

Posted by calvintaneng > 2021-12-11 22:22 |

Post removed.Why?

Posted by Springtime > 2021-12-11 22:56 | Report Abuse

Wah so much money from the sales. Like this means debt free already. This is going to be a cash rich company. Can sailang at this price.

Posted by Investorrr > 2021-12-12 10:08 | Report Abuse

calvintaneng TSH RESOURCES PRICE HISTORY (From Stock Performance Guide by Dynaquest)

YEAR....LOWEST PRICE...HIGHEST PRICE

2004.....0.45.................1.01

2005....0.63..................1.05

2006....0.60..................1.05

2007....0.77..................1.65

2008....0.55..................1.94

2009....0.66...................1.00

2010....0.84...................1.46

2011....1.33...................2.04

2012....1.87...................2.87

2013....2.05...................3.13

2014....2.72...................4.00
11/12/2021 10:17 PM

not reliable above findings.TSh's price has never break beyond 2.70 so far.

Posted by Investorrr > 2021-12-12 10:21 | Report Abuse

but if Sabah & kalimantan land sale were successfully closed ,conservative calculation of EPS ,Sabah land profit rm108m or rm0.078,kalimantan land profit rm0.28 cents,and palm oil business profit rm0.11 cents,total eps about rm0.46 per share.tsh total share issued 1382million.tsh price could fetch above rm4/-based on 10XPE

Posted by Investorrr > 2021-12-12 10:25 | Report Abuse

that's means,is both lands sales translated into one time profit together with TSh's core profit,TSH is a value stock above rm4/

Posted by investor2021trading > 2021-12-12 10:28 | Report Abuse

in Indonesia Kalimantan, d land r on lease n u can't sell them!

Posted by Investorrr > 2021-12-12 10:35 | Report Abuse

investor2021trading..land sales in kalimantan was already reported in Bursa 2 days ago.

Posted by stockraider > 2021-12-12 10:40 | Report Abuse

But becareful loh!

I remember TSH did sell these land to KLK and a conditional S&P was even signed mah!

But after due diligence KLK cancel the deal it and later buy IJM Plant mah!

This is the same story quite similar to, where Dutaland sold their sabah plantation land to IOI and a conditional S&P was signed but after due diligence IOI revoked the deal mah!

Dutaland has no choice but look for another suiyee loh!

They found another suiyee BPlant...that bought it over from dutaland loh!

The rest is history loh....after Bplant bought over the plantations, its share price collapse to as low as below 40 sen loh....bcos of losses in this investment loh!

Be very cautious with this TSH land deal loh &.... try to ask why KLK rejected the conditional S&P leh ?

Posted by investor2021trading > 2021-12-12 10:45 | Report Abuse

@Investorrr, still, leased land in Indonesia only allows takeover by another company determined by d BUPATI to continue d oil palm cultivation!

Posted by Investorrr > 2021-12-12 10:50 | Report Abuse

NTA=rm1.1. Profit 2021 =,1st qrt rm20mi,2nd qrt rm39.5m, 3rd qrt 45mi,4th qrt 45mil(anualised) ,total profit em150mil.Tsh share issur 1382mil shares.EPS = 150mil÷1382mil =
0.108cents per share.

NTa & core profit 0.108 cents per share vs current price rm1.08.stll under value now

Posted by Investorrr > 2021-12-12 10:55 | Report Abuse

even If those land sales failed to materialise .TSh share now is under value ,could stil hold above rm1.10.

Posted by stockraider > 2021-12-12 10:56 | Report Abuse

Better wait for finalization of the deal 1st mah!

This to avoid uncertainty mah!

Better look into Taann, Bplant and swkplant 1st loh!

Posted by Investorrr > 2021-12-12 11:11 | Report Abuse

if long term investments, better hope and forecast into TSh 's core earnings only.hope for consistently palm oil price above rm5k per ton for 1st half in 2022.The land sales profit is just a one time profit.

Posted by stockraider > 2021-12-12 11:19 | Report Abuse

If the deal failed for 2nd time, it means big red flag loh!

If one due diligence koyak & another also koyak ?

Then something like Serba loh...KPMG see something wrong & then EY see also something wrong loh!

Very suspicious Company loh!


Posted by Investorrr > Dec 12, 2021 10:55 AM | Report Abuse

even If those land sales failed to materialise .TSh share now is under value ,could stil hold above rm1.10.

Posted by calvintaneng > 2021-12-12 14:56 | Report Abuse

I see investorrr comments very sensible

Very good logic

Well done

Posted by stockraider > 2021-12-12 16:43 | Report Abuse

Correctloh...just ignore the TSH land sales profit...which has not even materialize loh, now still pending due diligence findings mah!


Posted by Investorrr > Dec 12, 2021 11:11 AM | Report Abuse

if long term investments, better hope and forecast into TSh 's core earnings only.hope for consistently palm oil price above rm5k per ton for 1st half in 2022.The land sales profit is just a one time profit.

Posted by ivan9511 > 2021-12-12 17:02 | Report Abuse

Actually good company and cheap got many now ex
Tsh mkh paramount Glomac cepat BLT arreit kip sentralreit tenaga supermax kossan comfort MAA only 60sen , plentitude, cview, nsop , ioi , uoa , zhulian , pensoni,willow , marco,pester,oak, mnrb , affin , alliance , Allianz and many others.
So if dun like this choose your favourite.
Nothing wrong as long as can earn money .
Even chose reit also cheap like sentral ARREIT uoareit kip.
All REIT is still ok .
Just choose high dividend like arr,sentral uoa kip

Posted by awesome20 > 2021-12-12 17:09 | Report Abuse

selling asset

Posted by calvintaneng > 2021-12-12 17:13 | Report Abuse

Ivan9511 is real smart to survive till now

Well done

If you like Tsh then chose Tsh if not can go elsewhere

As for Calvin and friends of EAGLE VISION FIRST MOVER we chose Tsh resources. We also chose Taann, Sop, Thplant, Bplant and Jtiasa

Posted by calvintaneng > 2021-12-12 18:28 | Report Abuse

https://klse.i3investor.com/blogs/savemalaysia/2021-12-12-story-h1595566429-Malaysian_cocoa_industry_has_good_potential_to_penetrate_international_.jsp

This news is good for Tsh as it has cocoa factory in Port Klang, Selangor for export