Posted by stockraider > 2023-03-06 11:23 | Report Abuse

Johnchew is acting like a fool, when there is obvious opportunity in tsh loh!

Posted by Investformilkmoney > 2023-03-06 11:31 | Report Abuse

Johnchew is mikecyc. He may quietly buying also

Posted by Johnchew5 > 2023-03-06 11:55 |

Post removed.Why?

Posted by stockraider > 2023-03-06 11:57 | Report Abuse

My advice to John chew....DO NOT ACT LIKE AN IDIIOT LOH!

Plantation sector is coming mah!

Posted by i3lurker > 2023-03-06 13:36 | Report Abuse

its red coz the Fake Pester is dumping ...

Posted by StartOfTheBull > 2023-03-06 14:09 | Report Abuse

It is more looks like raider raiding (as the name suggests) every forum by using his keyboards instead. LOL

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-06 17:17 | Report Abuse

Why is TSH priced at 1.08 today and not a multiple of this, as calvintaneng so generously or kindly predicted?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-06 17:19 | Report Abuse

How do you value a company?
The intrinsic value of a company is the discounted value of all its future free cash flows.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-06 17:35 | Report Abuse

What is the total asset of TSH? RM 2.96b
What is the equity of TSH? RM 1.9b


My assumptions:
What is your estimated earning for TSH annually for the next 5 years? RM 70 m to RM 100 m annually.
What is your projected growth in earnings for this company over next 5 years? little to minimal growth
What is your projected sustainable dividends yearly? RM 20m to RM 35m yearly

What is the market cap of TSH today? RM 1.52 b (Price RM 1.08 per share)
Today, TSH is trading at PE range of 15 to 21.7
Anticipated annual DY ranges 1.3% to 2.3%
ROA 2.36% to 3.4%
ROE 3.6% to 5.3%

Posted by calvintaneng > 2023-03-06 19:25 | Report Abuse

Why you come here?
asking so many questions ?
Do you intend to find the truth about Tsh or to find fault ?

Go call up Tsh management and get their answers better or else better to back to your Dlady

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-06 20:32 | Report Abuse

>>>>
calvintaneng

Why you come here?
asking so many questions ?
Do you intend to find the truth about Tsh or to find fault ?

Go call up Tsh management and get their answers better or else better to back to your Dlady
>>>>



calvintaneng is repeating and lacks originality.

calvintaneng phoned Penelope of Netx and the spunned a long story to promote his stock. We all know the story and outcome. Unsurprisingly, I honoured calvintaneng as the hero of Netx fame. Perhaps, a naked one today.

Less rhetoric. Please focus on business and its fundamentals. Don't be arrogant. Stay humble always.

Posted by calvintaneng > 2023-03-06 21:26 | Report Abuse

The very fact your ID is arrogant like this

you claimed to have integrity ?
why not tell people Calvin also picked Opcom and Redtone which are part of Nfcp

and do you know Opcom CEO is a member of Eagle Group ??
are you really financially intelligent ?.
are you so industrious ?.then why got so much free time to be a busy body?

Posted by King_trader_shadow > 2023-03-06 21:40 | Report Abuse

I just wonder bro, what is Eagle Group? Are you a fund manager ?

Posted by calvintaneng > 2023-03-06 21:49 | Report Abuse

Good question

Eagle Group was started at the behest of Ms Wendy Low, one of Calvin's contacts during the Glove Bull run

She suggested starting a group chat. Since Calvin saw the danger of rising challenge from China glove competition Calvin told all to sell gloves and switched to palm oil

Posted by calvintaneng > 2023-03-06 21:51 | Report Abuse

Those who took heed and get out of glove by end 2020 have saved from losses up to 90% crash from peak prices

Posted by calvintaneng > 2023-03-06 23:48 | Report Abuse

This evening just bring this to mind

1. Tsh has received part 2 payment of Bulugan land sold about Rm302 million cash in January (too late for Feb 2023 results ) and this will be reported as 21 sen cash of which 13 sen is profit

including profit from operation the figure could be 17 sen profit more or less

Posted by calvintaneng > 2023-03-06 23:49 | Report Abuse

2. By now in principle Tsh is debt free and cash rich

And from this year Tsh can follow Inno example of giving good dividends

Posted by calvintaneng > 2023-03-06 23:50 | Report Abuse

3. Plus overall Tsh has sold two assets in Sabah and Bulugan and unlocked almost Rm1 Billions cash

It has 94700 acres of land in Nusantara now in land boom

any future sale will unlock even more value

Posted by calvintaneng > 2023-03-06 23:52 | Report Abuse

in other words Tsh is now debt free with good earning potential plus deep appreciating assets of value thus making it a value growth plus dividend stock

Posted by calvintaneng > 2023-03-07 00:36 | Report Abuse

Stop telling lies

Bulugan land sold resulted in 8 sen dividend

go read up latest qtr results

Posted by Healthy > 2023-03-07 09:35 | Report Abuse

any insider news for resigned officer ? u know the story behind ,please share ......thank you

Posted by OneOracle > 2023-03-07 09:38 | Report Abuse

Palm oil may climb into a range of 4,418 ringgit to 4,459 ringgit, as it has broken a resistance at 4,343 ringgit per tonne. The resistance is identified as the 161.8% projection level of a wave 3 from 3,851 ringgit.

This wave now has a better chance to extend into 4,575-4,647 ringgit range.

The drop triggered by the resistance at 4,418 ringgit last week is regarded as a pullback towards the Jan. 3 high of 4,276 ringgit.

The pullback may have completed as palm oil has been recovering steadily from the drop.

A break below 4,271 ringgit could be followed by a fall into 4,155-4,227 ringgit range.

On the daily chart, the contract is riding on a wave C from 3,721 ringgit, which is expected to travel into a range of 4,510-4,998 ringgit range.

Palm oil logs fourth weekly rise on flooding woes

An inverted head-and-shoulders is taking shape, which will be confirmed when the resistance at 4,510 ringgit is broken.

It will suggest an aggressive target of 5,787 ringgit.

Posted by Johnchew5 > 2023-03-07 11:02 | Report Abuse

陈顺风资源末季少赚29% 派息2.5仙

受棕油与棕仁油低售价拖累，陈顺风资源（TSH,9059,主板种植组）截至2022年12月31日第四季，净利从6383万9000令吉，跌29.11%至4525万7000令吉。...
23 Feb, 2023 20:37pm - 1 week ago Sinchew

Posted by Johnchew5 > 2023-03-07 11:03 | Report Abuse

“Inventory levels are thus expected to stay range-bound for much of 2023. Therefore, palm oil prices should stay relatively firm, and we maintain our 2023 and 2024 CPO price forecast at RM3,800 to RM3,500 per tonne.”24 Jan 2023

Posted by Johnchew5 > 2023-03-07 11:04 | Report Abuse

PUTRAJAYA, Jan 12 (Bernama) -- The crude palm oil (CPO) price in 2023 is expected to range between RM4,000 and RM4,200 per tonne as compared to RM5,087.50 per tonne in the previous year, said Malaysian Palm Oil Board (MPOB) director-general Datuk Dr Ahmad Parveez Ghulam Kadir.12 Jan 2023

Posted by OneOracle > 2023-03-07 14:50 | Report Abuse

2022 FEB

Employees Provident Fund Board 44,671,148 3.24%

2023
Employees Provident Fund 67,280,000 4.87%

Seems EPF is secretly buying back TSH.
1.6 million share more will become substantial shareholder again.

Posted by OneOracle > 2023-03-07 14:54 | Report Abuse

Those who say TSH will not benefit from Indonesia biofuel mandate can read these old but still relevant news.


TSH Resources set to gain from Indonesia’s biodiesel mandate
https://www.theedgemarkets.com/article/tsh-resources-set-gain-indonesias-biodiesel-mandate



KUALA LUMPUR: TSH Resources Bhd’s large exposure to Indonesia puts it in good stead as the republic ramps up its biodiesel mandate to B25 in 2019.

With the Indonesian government’s push to make it mandatory for biodiesel to have a bio-content of at least 25% beginning 2019, the consumption of palm oil in the highly populated country is only going to grow, according to TSH group managing director Datuk Tan Aik Sim.

Indonesia has planned to increase its biodiesel mandate from its current rate of 20% to 25% from 2019. The B25 could double Indonesia’s consumption of palm oil — the raw ingredient for fatty acid methyl ester — to between 5.5 million and six million kilolitres in 2019, according to a news report citing Indonesia’s New and Renewable Energy director Rida Mulyana.

This bodes well for TSH’s long-term growth strategy, as the group has strategic land bank in the country suitable for the cultivation of oil palm.

“Many are saying that Kalimantan has millions of hectares (ha). But the truth is, Kalimantan has vast land area, but the ones that are strategic for plantation are not easy to come by now. But for TSH, we have the avenue to do it (plant),” said Tan.

The group has a total plantation land in Kalimantan and Sumatera in Indonesia and Sabah in Malaysia measuring 99,523ha. A total of 54,232ha are unplanted estates in Indonesia.

Of the group’s total hectarage, some 42.3% are planted and spread out with a weighted average age of 8½ years.

It operates seven palm oil mills after the latest one in Sumatera started commercial run early this year, with a total production capacity of 2.4 million tonnes and an average utilisation rate of 80%, Tan guided.

“We had bought these land [earlier], with the long-term view of developing it progressively.

0 seconds ago

Posted by kl_guy > 2023-03-07 15:54 | Report Abuse

look live very less free float around. Maybe MR chairman has total control now. total volume is very low

Posted by imbravo > 2023-03-07 16:05 | Report Abuse

Yes, TSH will spike...

Posted by OneOracle > 2023-03-07 17:16 | Report Abuse

www.klsescreener.com/v2/news/view/1121903/malaysia-s-blueprint-for-biomass-to-be-ready-by-july-says-fadillah-yusof

PH is very friendly to plantation sector . Will heavy develop downstream of plantation sector.
Even EPF chairman is on board Sime plantation board.
You think next sector to push is which sector so that EPF can give good dividend next year?

Sime Darby Plantation Appoints EPF CEO To The Board
www.businesstoday.com.my/2023/02/17/sime-darby-plantation-appoints-epf-ceo-to-the-board/

Posted by Johnchew5 > 2023-03-07 18:28 | Report Abuse

High 1.100
Low 1.080
Open 1.090
Volume 4,317

Posted by stockraider > 2023-03-07 20:01 | Report Abuse

The div of TSH consider very good mah!

Posted by Johnchew5 > 2023-03-08 06:54 | Report Abuse

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 …. 


Posted by Johnchew5 > 2023-03-08 07:31 | Report Abuse

4. Time-Bound Plan


4.1 Year of first RSPO P&C certification (planned or achieved)
2016


4.2 Year expected to achieve 100% RSPO certification of estates and mills.
2021


4.2.1 If target has not been met, please explain why.


No changes made to the previously submitted ACOP declarations


4.3 Year expected to achieve 100% RSPO certification of Scheme/Plasma/Associated smallholders and Outgrowers.
2023


4.3.1 If target has not been met, please explain why.


-

4.4 Year expected to achieve 100% RSPO certification for all FFB, regardless of source.
2024

Posted by OneOracle > 2023-03-08 07:45 | Report Abuse

EV car producer is going into price war death spiral mode.
Squeezing their profit margin thinner and thinner.
Same to their suppliers.

Posted by SEE_Research > 2023-03-08 08:52 | Report Abuse

0

Posted by Johnchew5 > 2023-03-08 09:45 |

Post removed.Why?

Posted by SEE_Research > 2023-03-08 11:08 |

Post removed.Why?

Posted by Johnchew5 > 2023-03-08 11:22 |

Post removed.Why?

Posted by Johnchew5 > 2023-03-08 13:20 |

Post removed.Why?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-08 16:35 | Report Abuse

>>>>
Blog: TSH RESOURCES & ITS GOLD MINE LANDS IN NUSANTARA: THE NEW CAPITAL OF INDONESIA, Calvin Tan

2022-03-30 21:40 | Report Abuse

FANTASTIC CONFIDENCE

DIRECTOR TAN AIK YONG (IN TOP 16 & TOP 24 POSITIONS OF TSH: SEE TSH ANNNUAL REPORT TOP 30 SHAREHOLDERS)

HAS JUST GOBBLED 16 MILLION SHARES OF TSH AT RM1.64

THAT IS OVER A WHOPPING RM26 MILLIONS IN A SINGLE PURCHASE)

TOMORROW JUST SELL OTHERS AND GO "ALL IN" TO TSH

Final decision is yours

See

https://klse.i3investor.com/web/insider/detail/D_164991_3044377266
>>>>

>>>>
Blog: TOP 10 POWERFUL REASONS WHY PALM OIL BULL RUN WILL RESUME THIS AUGUST 2022, Calvin Tan

2022-08-01 11:22 | Report Abuse

Buying Tsh now to earn easy money now is effortless

Tsh boss bought from Rm1.09 to Rm1.79(he no selling )

he again bought all the way down to 99 sen

so now we see Tsh boss buying up 500,000 shares (was 150,000 shares last round )

why he buy more ?

answer:

because he knows Tsh very cheap now

he will buy at Rm1.05

he will buy at

Rm1.10
Rm1.20
Rm1.30
Rm1.40
Rm1.50

and he will buy even higher

SO HOLD TIGHT EVERY PRECIOUS TSH SHARES

SEE ALL AT THE TOP!
>>>>>

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-08 16:54 | Report Abuse

CPO price moved upwards in March 2022 and reached a peak in March 2022. It remained high till June 2022 and then dropped to its lowest in October 2022. It has risen slightly from its lowest since.

The share price of TSH followed very closely the rise and fall of CPO prices.
It rose in March 2022 to its peak of 1.77 to 1.81.

From April 2022 to July 2022, we saw a steep decline in its share price from 1.81 to 0.96. It has climbed a bit since to 1.08. Yes, it has also declared a dividend.

>>>>
>>>>
Blog: TSH RESOURCES & ITS GOLD MINE LANDS IN NUSANTARA: THE NEW CAPITAL OF INDONESIA, Calvin Tan

2022-03-30 21:40 | Report Abuse

FANTASTIC CONFIDENCE

DIRECTOR TAN AIK YONG (IN TOP 16 & TOP 24 POSITIONS OF TSH: SEE TSH ANNNUAL REPORT TOP 30 SHAREHOLDERS)

HAS JUST GOBBLED 16 MILLION SHARES OF TSH AT RM1.64

THAT IS OVER A WHOPPING RM26 MILLIONS IN A SINGLE PURCHASE)

TOMORROW JUST SELL OTHERS AND GO "ALL IN" TO TSH

Final decision is yours

See

https://klse.i3investor.com/web/insider/detail/D_164991_3044377266
>>>>


When was calvintaneng enthusiastic or hot on this TSH stock? March 2022!

my dear calvintaneng continues to not learn from his many earlier adventures into his promotions of previous stocks.

Posted by calvintaneng > 2023-03-08 19:12 | Report Abuse

brain damaged 3iii come here talk about Tsh the great stock while his dlady now collapsing

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-08 19:38 | Report Abuse

Once again, calvintaneng should go back to his basics and analyse why he continues to find himself stuck in mud repeatedly. Only a fool fails to learn from his mistakes.

It is obvious to me, at least, the majority of players in TSH lost money.

Only calvintaneng huffs and puffs, hoping hot air can lift his balloon.

Would be lovely if calvintaneng of Netx fame will share his valuation of any of his stock?

Meantime, when calvintaneng goes low, we shall not follow him, as we wish to remain high in our dignity.

Posted by calvintaneng > 2023-03-08 19:53 | Report Abuse

hahaha

telling people how high in dlady at Rm70 and now fallen below Rm29

Remember this

he that is low needs fear no fall

Posted by calvintaneng > 2023-03-08 19:58 | Report Abuse

Tsh versus Dlady

1. Tsh is selling at discount below Nav with margin of safety
dlady is far above Nav with no margin of safety

2. Tsh cash position gets better and better while Dlady cash position deteriorating from bad to worst

3. Tsh is giving it's best ever dividend while Dlady shrink it's dividend to little or nothing

4. Tsh profits get better while Dlady report a loss

By all yardstick of Eps, Dividend and discount to Nav Tsh beats dlady handsdown

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-08 21:10 | Report Abuse

>>>
calvintaneng

Tsh versus Dlady

1. Tsh is selling at discount below Nav with margin of safety
dlady is far above Nav with no margin of safety
>>>>

Why is DLady selling at a premium to its NAV and why is TSH selling at a discount to its NAV?


>>>>
2. Tsh cash position gets better and better while Dlady cash position deteriorating from bad to worst
>>>>

DLady has a huge capex ahead. It had distributed a lot of dividends over many years. It has to use its generated cash to fund its capex: hopefully this will be enough and it need not have to raise funds through borrowings or through the capital market. Accordingly, dividends are cut.
TSH borrowed a lot to grow. But its ROE is so low. Cost of capital is higher than its Return on its capital. Selling asset and monetising this is a good move by its management. It pared down its debts substantially. Otherwise, with the increasing interest rates in future, its business might be harmed. Its business future growth is unlikely to be exciting.

>>>>
3. Tsh is giving it's best ever dividend while Dlady shrink it's dividend to little or nothing
>>>
The normalised earnings of TSH will remain flat. One off other income from selling off assets may excite calvintaneng (seems to be a recurrent stimulant for him in many counters: he never learned well), but this is non-recurring. It is one off, and you cannot use it in your DCF analysis of intrinsic value. ;-)
Those in DLady has to be patient and can only see, hopefully, light at the end of 2 or 3 years. You invest into the long term earning power of a company. I cannot assess this for you, as it is based on your own analysis. Do you believe in the management ability to deliver? Are the major shareholders bailing or ploughing more into DLady? What are the SWOT of DLady going forward?
Remember Carlsberg. There was one year when Carlsberg did not pay dividend. They had a very valid reason for this. They used the dividend to acquire its business in Singapore. This acquisition has paid off for Carlsberg to date.
Similarly, the huge capex of DLady will mean no or meagre dividends for DLady shareholders going forward. You should still focus on the business of DLady. Will it be in the position to generate increasing healthy profit which translates into healthy free cash flows?


4. Tsh profits get better while Dlady report a loss
Yes, calvintaneng is excited for the short term.
>>>>

By all yardstick of Eps, Dividend and discount to Nav Tsh beats dlady handsdown
>>>>

Posted by calvintaneng > 2023-03-08 23:22 | Report Abuse

The secret of Tsh or all palm oil co can be likened to fast food co success

They have bought prime assets with loans

The fast food turnover brings in cash to service the bank loans

Once the bank loans are fully paid then The Assets are no longer liabilities but turned into real tangible assets

One day the assets become the main focus as fast food sale play 2nd fiddle

The gain from asset appreciation far exceeds the profit from fast food sale by manifold

Posted by calvintaneng > 2023-03-08 23:26 | Report Abuse

Like this

In Singapore long ago Yeo Hiap Seng had factories along Upper Bukit Timah road bottling soft drinks for sale

After many years they have settled all bank loans plus city has grown to reach Bukit Timah

Then the land use is too precious for factory use

So YHS closed the factory and converted them to expensive high rise condo and reap a fortune

Posted by calvintaneng > 2023-03-08 23:27 | Report Abuse

This concept of land banking while doing business is still in its infancy among investors as they do not know lands can and do increase in value by leaps and bounds