Posted by SEERESEARCH2023 > 2023-08-14 10:58 | Report Abuse

Wow, he dint bought at rm1.7 -rm1.1.
Instead he is aking you ppl to bough at that price range that time too.
CPO price drop below rm3800.
Time to wait for it to further.
It is never a hurry to buy.
And also, never listen to IB when to buy.

Posted by SEERESEARCH2023 > 2023-08-14 10:59 | Report Abuse

Most probably he ald sold all during the rm1.7 price range. And reenter at 90cents.

Posted by titan3322 > 2023-08-15 14:53 | Report Abuse

Short term traders going for 1-2 sen spread can also make some money most probably they cover all the 5 levels quotes 😄🤣

Posted by titan3322 > 2023-08-15 14:55 | Report Abuse

I will teach them a lesson when the right time comes

Posted by SEERESEARCH2023 > 2023-08-15 19:39 | Report Abuse

Another round of russia ukraine black sea escalation. The problem of soy bean and other vege export will be affected again? Oh wait, other nations will do the best to take up the market shares. Soy oil vege oil remain, no point cpo will raise.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-08-16 08:22 | Report Abuse

>>>
Blog: 7 Classes of Wealth (Calvin Tan)

1 day ago | Report Abuse

This 3iii tells lie is true.
If Calvin got say sell 8 houses to buy Netx then cut and paste here

What Calvin said is, "Dinosaur 3iii kept Dlady dumb dumb holding from Rm72 to Rm21.50
>>>

Posted by OneOracle > 2023-08-16 09:21 | Report Abuse

Just ponder, why TSH want to list on SGX out of sudden?
Not impulsive decision apparently.
RSS and call warrant position in jeopardy.

Just look back TSH history.
Big movement always accompany with TSH corporate move every few years.
Still got time to 2024.
Cup and handle forming btw.
Monthly chart it is Golden cross soon.
After that it will go back to up ward channel targeting rm2 .

Posted by OneOracle > 2023-08-16 09:56 | Report Abuse

The strongest suppressor of commodity is from interest rate hike.
Every FM know it is loosing power as it is nearing the end of rate hike.
So financial shorting of commodity is waning each day.
But demand is picking up each day .
As can see from all commodity stock MACD are going GC on its Mthly chart.
Iron, oil, palm oil building material etc.

Posted by stockraider > 2023-08-16 10:46 | Report Abuse

Memang benar mah!
Wah raider sokong loh!

Posted by OneOracle > 48 minutes ago | Report Abuse

The strongest suppressor of commodity is from interest rate hike.
Every FM know it is loosing power as it is nearing the end of rate hike.
So financial shorting of commodity is waning each day.
But demand is picking up each day .
As can see from all commodity stock MACD are going GC on its Mthly chart.
Iron, oil, palm oil building material etc.

Posted by SEERESEARCH2023 > 2023-08-16 16:26 | Report Abuse

Share is share, business is business. Both are different things.

Posted by calvintaneng > 2023-08-16 17:48 | Report Abuse

Behind every share is a business

A business offers these:

1. Goods
2. Or services
3. Or both

Posted by SEERESEARCH2023 > 2023-08-16 19:18 | Report Abuse

Haiyo, the one who ask u to buy at the highest price, u still have no shame to comment?
Behind the shares , there is a scamming plan by IB.

Posted by calvintaneng > 2023-08-16 20:44 | Report Abuse

Now we have seen Bplant rose to new high for this year at Rm1.24

Matter of time Tsh will also follow

And Tsh is more solid than Bplant if you know the balance

We bought Bplant at 57 sen and now Rm1.24 while we bought Tsh at Rm1.09 and now Rm1.02

Since then Bplant had given out 24 sen dividend or Rm544 millions

Look at Bplant balance sheet

It has Rm830 million borrowing and about Rm99 mil cash
So bplant still got over Rm800 mil loan

Now Bplant in end 2019 had a loan of Rm1.3 billions

So bplant pared down its debt by Rm500 mil and gave out Rm544 mil as dividend

Combined Bplant by asset sale and cash from operation improved by Rm1.044 Billions

With 2.2 billion paid up shares Bplant generated total cash of 47 sen per share

24 sen went to pay dividends
23 sen to pare down debt

And share price of bplant up from 57 sen to Rm1.24 (up 122%,)

All by privatisation news

Next look at Tsh

Posted by calvintaneng > 2023-08-16 20:54 | Report Abuse

In end 2019 (refer bursa) Tsh loans was Rm1.46 billions and less cash Rm109 mil

So debt was Rm1.350 millions

Now latest qtr results show Tsh loan is only Rm95 mil

So loans have been pared down by a whopping Rm1.255 Billions

At the same time Tsh gave out 13.5 sen dividend which equals to Rm186 millions

So Tsh has a combined cash inflow of A whopping Rm1.441 Billions

With 1.388 bil paid up shares

Tsh generated cash from land sold and high cpo profits of Rm1.03

These 3 short years Tsh has made Rm1.03 which is more than its current share price today

Posted by calvintaneng > 2023-08-16 21:08 | Report Abuse

So Bplant made 47 sen per share and price up from 57 sen to Rm1.24

While Tsh made Rm1.03 and share still at Rm1.02

Why the discrepancy?

Answer:

Ib banks have issued many call warant to bet again Tsh by giving neutral call and then do Rss on Tsh to suppress prices

Example is Amsec of Aminvestment bank
A check with Tsh Annual Report(refer bursa official website)

Tsh top 30 holders for year 2021

No. 30. Amsec (ambank) 7,280,600
Aminvestment bank owns over 7.2 million Tsh shares

Reason for holding is (hedging)
And that is betting against Tsh due to its many call warrants

2. Naysayers like SEE_Research been spamming to discourage weak holders to let go cheap

3. Other ignorant naysayers spamming to even more ignorant and financially illiterates who give ear to nonsensical falsehood

Never mind

The really discerning ones will know the value and buy even more

Posted by calvintaneng > 2023-08-16 21:12 | Report Abuse

Note:

Refer Bursa official website
Aminvestbank in Tsh 2022/,2023 Annual report is no longer in Top 30 of Tsh

Plus we see

Tsh sold Sabah lands for Rm248 millions and made a profit of Rm

Posted by calvintaneng > 2023-08-16 21:16 | Report Abuse

Tsh sold Sabah lands for Rm248 mil and made a profit of Rm104 mil

Tsh also sold Bulugan land for Rm731.09 mil and made a higher profit of Rm465 millions

Total profit from land sold rm569 mil

Plus

Posted by calvintaneng > 2023-08-16 21:21 | Report Abuse

Correction

Total cash inflow not including land cost Rm1.441 billion since end 2019

Posted by calvintaneng > 2023-08-16 21:22 | Report Abuse

Cash from Sabah land sold Rm248 mil and profit Rm104 mil

Land cost was Rm144 mil

Posted by calvintaneng > 2023-08-16 21:24 | Report Abuse

Cash from Bulugan land sold Rm731.09 mil and profit Rm465 mil

Cost of land was Rm266.09 millions

Of this Rm465 mil profit

Still pending to be received is Rm273 millions

Posted by calvintaneng > 2023-08-16 21:28 | Report Abuse

All these figures could be extracted one by one from Tsh's filing in Bursa Official webpage

Any one can easily access all these facts and figures by doing own due diligence

Posted by SEERESEARCH2023 > 2023-08-16 21:48 | Report Abuse

Rmbr this fella plan.
Shout to buy. Tell u what price he buy.
Shout to buy again, at the peak time till lao sai.
And shout to buy again.
Repeat the plan again.
All the shares just some tool for him.

Posted by calvintaneng > 2023-08-16 22:05 | Report Abuse

Ok to sum it up

1. End 2019 Tsh total debt was Rm1.35 BILLIONS
Today debt only Rm95 mil

2. When balance sum of Rm273 mil comes in from Land sold second portion Tsh will be debt free

3. Rm1.35 billion debt at 5% int means Rm67.5 millions yearly bank int

Now no more
Huge savings

4. High savings translated to 13.5 total dividend paid and more to come

5. Better than bplant in fundamental core profit from operation now as Tsh has only Rm95 mil borrowings (bplant Rm820 mil borrowings)

Tsh ffb improving

6. TSH DIRECTORS HAVE INCREASED SHAREHOLDING BY EXTRA 4% FROM 42.37% TO 46.37 OR MORE THAN 55 MILLION TSH SHARES

7. While Amsec (aminvestment bank) sold off its 7.28 million Tsh shares and no longer in Top 30

We are happy to welcome Eastspring Investment Fund who appeared in Top 19 with 15 million Tsh shares

8. Now Tsh's at Rm1.02 with Nta Rm1.44 it is selling at more than 30% discount to Nta which gives us margin of safety according to Ben Graham

9. With Cpo over Rm3800 and Tsh low cost of cpo production at Rm2,000 a ton there is huge profit margin

10. All in all from 3 yardsticks of

Discount to Nta or low price to book value

Low reasonable p/e

Fairly good and improving dividend

Again please buy or sell after doing your own due diligence

Posted by OneOracle > 2023-08-17 08:34 | Report Abuse

MPOB, Petronas study cooking oil and palm waste as a source of SAF

https://www.astroawani.com/berita-bisnes/mpob-petronas-kaji-minyak-masak-dan-sisa-sawit-sebagai-sumber-saf-433101

Pilot project to collect used cooking oil for fuel starts

An initiative to collect used cooking oil as a main raw material to produce sustainable aviation fuel (SAF) has started, says Deputy Prime Minister Datuk Seri Fadillah Yusof.

The initiative is a collaboration between the Plantation Industries and Commodities Ministry and PETRONAS. For a start the programme will be implemented at PETRONAS station 1, Precinct 9 here, PETRONAS Subang Bestari and PETRONAS Kota Kemuning 1 in Shah Alam, Bernama reported.

Starting in 2027, the use of SAF is mandatory for all ICAO member states.

Fadillah said the initiative also aimed to meet the aspirations of global sustainability goals and provide added value to the country’s palm oil industry supply chain.

This will then lead to a positive impact on the price of palm oil.

“The government is committed to developing the palm oil-related industry in an effort to improve the lives of entrepreneurs and smallholders,” he said.

Fadillah added that the public should also consider recycling used cooking oil which can help to generate some side income.

The recycled cooking oil is collected at rm3.00 per kg. its even higher than some low quality cooking oil.
with SAF collecting recycled cooking oil at such high price.
CPO price is indeed cheap now.

Posted by OneOracle > 2023-08-17 08:47 | Report Abuse

Using low quality cooking oil at rm2.50 for business and resell it at rm3.00. No need to reuse cooking oil again and again. Means more consumption of palm oil.

Posted by FlyingEagle > 2023-08-17 12:20 | Report Abuse

SEERESEARCH2023

Share is share, business is business. Both are different things.

So? u also agreed business TSH is good ?

Posted by calvintaneng > 2023-08-17 18:01 | Report Abuse

Latest Ffb result out for July 2023


A fantastic 92,410 tonnes of Ffb

This is a record even after disposing a combined 40,000 acres palm oil lands from Sabah and Bulugan

This shows that Tsh's plantations are very fruitful

Posted by Sneakpeek > 2023-08-18 00:24 | Report Abuse

Nic calvin.. thanks for the detail write up

Posted by calvintaneng > 2023-08-18 22:54 | Report Abuse

There is a time line for wealth

1) Future Wealth

2) Present Wealth

3) Past Wealth

Future, present & past Wealth? What are they?

Let me illustrate

1) Future Wealth is represented by a young graduate fresh from School. Usually a young man in his mid twenties.

He is still young and yet to buy his own house. He might own an affordable car or just a motorbike.

What has he got? HE HAS HOPE. HE IS FULL OF DETERMINATION TO SUCCEED & FULL OF IDEAS!! But he has yet to make any real monies. His Wealth is Yet in The Future!

This is represented by a very young company. Management is full of ideas, ventures & mergers. Full of energy & hope. Lots of enthusiasm during IPO. See how many write up to promote this newly listed company. Gullible people are chasing. But the stock is yet untested. Business yet to prove itself. All hype and hope for Wealth still in the future!

Calvin rarely invest in this type of company. Better avoid.

Why avoid?

See this

Most Start-up Businesses Fail in the First Five Years, Myth or Reality?
Starting up a new business is proving to be a hard task for most of the entrepreneurs across the business world. The rate of failure within the first five years of business operations is still debatable and is said to be different from one economic zone to another. This is said to be depending on the various internal and external environmental forces operating in different industries. According to Griffith (2014), he postulates that over 60% to 70% of start-ups cannot survive beyond their first five years.
Yes! More than 50% of all new businesses will fail within the 1st five years
That is why Calvin generally avoid buying new unproven stocks. I need at least 3 years after listing to read its yearly Annual Reports before buying. Or else wait or give it a pass.
In real life Established Companies will only look for qualified workers with proven experience & skill with real results or testimonies of good performance from his previous companies. They don't hire you by what you claim. They only hire proven results from skill & qualifications



2) Present Wealth.

Represented by Growing Companies with Proven Income. Usually healthy PRESENT Growth that is visible. This is like a mature man in his 30s to 40s. He has bought his house & car. But the bulk of his monies still invested in his growing business.

So his wealth is still being generated in the present.

This is popular growth stocks.

Calvin will buy some. On one condition. He looks for a fair price to enter. Best is during a market crash or overlooked by the market.


BUT CALVIN WON'T PAY A HIGH PRICE FOR THEM WHEN PRICES ARE INTO OVERVALUATION. IF YOU OVERPAY FOR ANYTHING. CHANCES ARE THEY WILL UNDERPERFORM THE MARKET FOR A LONG TIME TO COME LATER.


3) Past Wealth.

This is an old matured person in his 50s, 60s, 70s or even 80s

He once was a young graduate with Vision. He moved on to be a very successful businessman in his prime. So he has used his earnings to buy lots and lots of Assets like Lands, properties, warehouses, shophouses & other investments of Value. CASH OR EARNINGS CONVERTED TO REAL GOOD SOLID ASSETS - SO HIGH NTA REFLECTED IN BOOK VALUE.

As he is already old he slows down. He takes less risk. He looks for Capital Preservation First with a View to Growth. But usually things are more settled as he is no longer as hungry like he was as a fresh graduate once.



So I avoid buying stocks with "future growth" hype. Selectively buying Present Growth Stock if I SEE VALUE. And love buying into PAST WEALTH STOCKS OF IMMENSE VALUE SELLING AT DEEP DEEP DISCOUNT


I avoid the young man company with hope of future wealth. I will buy some (only selectively) the mature company of present wealth if they sell at reasonable prices. I concentrate on Deep Value Stocks of PAST ACCUMULATED WEALTH SELLING AT DEEP DISCOUNT

Posted by calvintaneng > 2023-08-18 23:19 | Report Abuse

TSH PAST WEALTH STORED IN ITS PALM OIL LANDS JUST LIKE BPLANT

ITS 94,700 ACRES OF KUTAI/NUSANTARA LANDS BOUGHT RM5,000 IN YEAR 2008/11

IF WE JUST TAKE ITS ORIGINAL BOOK VALUE

94,700 X Rm5,000

= RM473,500,000

With total Paid Up shares of 1.388 million shares it is worth 34.11 sen

Now TSH is Rm1.03

less 34.11 sen Cash Value

= 68.69 sen

TSH has 105 Million INNOPRISE PLANT SHARES
About 10 sen worth

So 68.89 sen less 10 sen

= 58.89 sen

SO JUST THESE TWO WILL BRING DOWN TSH COST TO 58.89 SEN

PLUS TSH STILL GOT OTHER PALM OIL LANDS, 400,000 ACRES CONCESSION FOREST LANDS IN SABAH, EKOWOOD, COCOA BUSINESS, 50/50 SHARE OF REFINERY JV WITH WILMAR IN SABAH

SO LIKE BPLANT TSH IS "FULL OF VALUE"\

IF WE TAKE KUTAI/NUSANTARA LANDS AT RM10,000 PER ACRE THEN LESS ANOTHER 34.11 SEN

THAT WILL BE

58.89 SEN LESS 34.11 SEN

= 24.78 SEN

THAT MEANS TSH IS SOOOO UNDERVALUE NOW

SEE

https://www.youtube.com/watch?v=H47E-SHsh54

https://www.youtube.com/watch?v=bl9XyURVI94

Posted by calvintaneng > 2023-08-18 23:40 | Report Abuse

Bplant VALUE was Uncovered at 57 sen

See
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-04-12-story-h1563301593-PALM_OIL_JEWEL_BPLANT_OR_BOUSTEAD_PLANTATION_5254_BPLANT_HAS_DEEP_VALUE

AND SO JUST LIKE BPLANT WAS UNDERVALUE AT 57 SEN (SORRY FOR THOSE WHO MISSED BUYING BPLANT WHEN IT WAS 57 SEN) THOSE WHO OWN TSH NOW AT RM1.03 WILL ALSO LOOK FONDLY BACK IN FUTURE YEARS HOW CHEAP TSH IS RM1.03

Posted by calvintaneng > 2023-08-19 09:05 | Report Abuse

Actually assigning Rm10,000 per acre value for Kutai/Nusantara lands still too low.

Up north in Kutai East is Bulugan Regency which Tsh sold 32,000 acres for Rm731.09 millions which is about Rm22,800 per acre.

Tsh sold these lands for Rm731.09 millions and made Rm465 millions while it's cost was Rm266 millions

Since Kutai now transformed into Nusantara the new capital of Indonesia it will see more development and one day prices of land here might rise up like those of Putrajaya

Posted by GrowthCapitalist > 2023-08-20 19:12 | Report Abuse

when is TSH is listing at SGX is it before or after QR?

Posted by calvintaneng > 2023-08-21 00:08 | Report Abuse

Egm for approval to do dual listing in Spore is on Aug 28 2023

Please register to give support

Listing in Spore will be after Aug Results

Posted by calvintaneng > 2023-08-21 03:06 | Report Abuse

Jokowi govt sets final Rp 40.6 trillion tranche for Nusantara next year
At least Rp 35 trillion is earmarked for the Public Works and Housing Ministry to develop vital infrastructure, including a VVIP airport.

August 18, 2023

JAKARTA – The government plans to allocate a staggering Rp 40.6 trillion (US$2.6 billion) in next year’s proposed state budget for the construction of the country’s Nusantara Capital City (IKN) project in East Kalimantan.

At least Rp 35 trillion, or 86.2 percent of the total amount, is earmarked for the Public Works and Housing Ministry to develop vital infrastructure, including a VVIP airport. The remaining funds are designated for other relevant ministries to develop the necessary facilities in the new capital, including a hospital.

Finance Minister Sri Mulyani Indrawati told reporters on Wednesday that the funds were intended to develop critical infrastructure for the nation’s administrative complex, as well as housing for civil servants required to relocate from Jakarta to the new capital.

“Our priority in 2024, ahead of moving the capital, is for us to see that the government complex and supporting [facilities] can be [completed] next year,” Sri Mulyani told a press briefing on the proposed 2024 state budget.

President Joko “Jokowi” Widodo’s second and final term ends in October 2024, which means this is the last year he can direct resources toward erecting the new capital. The President aims to celebrate next year’s Indonesian Independence Day in Nusantara.

Public Works and Housing Minister Basuki Hadimuljono also addressed the briefing on Wednesday, saying that the IKN development project was estimated to cost at least Rp 65.5 trillion between 2022 and 2024.

In previous years, the government allocated Rp 26.72 trillion in 2023 and Rp 5.24 trillion in 2022 to the project.

Sri Mulyani also made assurances that, considering that the new capital was a long-term project, the role of the state budget would gradually diminish and give way to other funding sources beyond the state coffers.

“We have been supporting the IKN Authority to design projects that use public-private partnerships, thus reducing immediate reliance on state budget [funds] and aligning with the long-term fiscal capacity of the state budget,” she said.

Public works minister Basuki said the Nusantara development project had reached 30 percent completion and vowed that the priority stages of the project would be completed by next July.

These encompassed the presidential palace, a ceremonial space for hosting new year’s Independence Day celebrations, the offices of the four coordinating ministers and the state secretariat, as well as vertical housing for civil servants, members of the Indonesian Military (TNI) and National Police personnel.

Basuki also announced that construction would commence next month on 47 towers as dedicated housing for civil servants, though only 12 towers were expected to be completed by July 2024.

To date, the ministry had finished construction on Sepaku Semoi Dam, which would supply water to the new capital, and planned to proceed with building the city’s water treatment plant.

Earlier on Wednesday, President Jokowi announced the government’s plan to allocate Rp 422.7 trillion out of next year’s infrastructure budget for development purposes that included the new capital, stadium renovations, roadwork and healthcare facilities

A NEW VVIP AIRPORT WILL BE BUILT IN NUSANTARA

JUST LIKE SEPANG AIRPORT BUILT NEAR PUTRAJAYA

LONG TERM BOOSTER FOR LAND VALUE OF TSH'S 94,700 ACRES OF LANDS LOCATED HERE

See

https://asianews.network/jokowi-govt-sets-final-rp-40-6-trillion-tranche-for-nusantara-next-year/

Posted by calvintaneng > 2023-08-21 03:06 | Report Abuse

A NEW VVIP AIRPORT WILL BE BUILT IN NUSANTARA

JUST LIKE SEPANG AIRPORT BUILT NEAR PUTRAJAYA

LONG TERM BOOSTER FOR LAND VALUE OF TSH'S 94,700 ACRES OF LANDS LOCATED HERE

See

https://asianews.network/jokowi-govt-sets-final-rp-40-6-trillion-tranche-for-nusantara-next-year/

Posted by calvintaneng > 2023-08-21 03:12 | Report Abuse

How airport projects affect the real estate performance of a ...

99acres.com
https://www.99acres.com › ... › Property Punditz
17 Mar 2021 — According to a recent survey, land prices could rise by 20-30 percent. This is because airports are typically built in areas outside of the ...

when airport is built land prices will rise by 20% to 30%

https://www.google.com/search?q=land+prices+go+up+when+airport+is+built+nearby&oq=land+prices+go+up+when+airport+is+built+nearby&aqs=chrome..69i57j33i160l2.15743j0j4&sourceid=chrome&ie=UTF-8


when CHANGI INTERNATIONAL AIRPORT WAS BUILT LAND PRICES IN PASIR RIS, TAMPANESE, BEDOK AND EASTERN SINGAPORE REAL ESTATE BOOMED

SO NUSANTARA WILL NOW GET A BOOSTER FROM A NEW VVIP AIRPORT

Posted by calvintaneng > 2023-08-21 03:12 | Report Abuse

How airport projects affect the real estate performance of a ...

99acres.com
https://www.99acres.com › ... › Property Punditz
17 Mar 2021 — According to a recent survey, land prices could rise by 20-30 percent. This is because airports are typically built in areas outside of the ...

when airport is built land prices will rise by 20% to 30%

https://www.google.com/search?q=land+prices+go+up+when+airport+is+built+nearby&oq=land+prices+go+up+when+airport+is+built+nearby&aqs=chrome..69i57j33i160l2.15743j0j4&sourceid=chrome&ie=UTF-8


when CHANGI INTERNATIONAL AIRPORT WAS BUILT LAND PRICES IN PASIR RIS, TAMPANESE, BEDOK AND EASTERN SINGAPORE REAL ESTATE BOOMED

SO NUSANTARA WILL NOW GET A BOOSTER FROM A NEW VVIP AIRPORT

Posted by OneOracle > 2023-08-21 09:35 | Report Abuse

Average bull  17.6 years, now only the 3rd year.Long way to go.
Remember to throw your tech,its yesteryears stock. Been rally for over 10 years,no more strength and too many retailers.

Iron stock is coming back.
Later one by one palm oil will also rally.


Commodity bull super-cycles Percentage gain Length (years)
1791-1814 132.5% 23.5
1843-1864 208.2% 21.6
1896-1920 269.7% 24.0
1933-1951 331.5% 18.3
1971-1980 249.5% 9.1
1999-2008 291.8% 9.0
2020-today 80.8% 3.0
Average Bull (without current) 247.2% 17.6

Average bull  17.6 years, now only the 3rd year.

Commodity bear super-cycles Percentage gain Length (years)
1814-1843 -62.2% 28.3
1864-1896 -70.7% 31.8
1920-1933 -65.7% 12.8
1951-1971 -38.6% 20.4
1980-1999 -45.7% 18.6
2008-2020 -73.2% 11.7
Average Bear -59.4% 20.6

Posted by OneOracle > 2023-08-21 20:37 | Report Abuse

A global stock trader’s guide to navigating food inflation

Agriculture stocks are beating their global peers this quarter as extreme weather, the war in Ukraine and rising protectionism drive up food prices. Exposure to the sector is a good hedge for inflation, some investors say.

Some exposure is advised to food stocks, similar to what is usually given to oil sector, as a form of insurance, said Marc Elliott, energy transition investment specialist at Union Bancaire Privee in Geneva. “Investing in agricultural names is perhaps a good way to hedge against climate change and certain geopolitical risks.”

Longer-term trends are also working in favor of the industry, he said.

“With the world’s population set to reach 10 billion by 2050, we need to find a way to meet this increased demand in a sustainable way. Equity markets are beginning to see early signs of growth in areas designed to produce food more efficiently and sustainably.”

Specifically, producers in Asia “should benefit from higher raw material prices,” said Minyue Liu, an investment specialist for Asian and Greater China equities at BNP Paribas Asset in Hong Kong.

Some of the food-trading stocks that may benefit from higher prices include Australia’s GrainCorp Ltd., Singapore-listed Wilmar International Ltd., and India’s Shree Renuka Sugars Ltd. and rice producer KRBL Ltd.

Read more at:
https://economictimes.indiatimes.com/markets/stocks/news/a-global-stock-traders-guide-to-navigating-food-inflation/articleshow/102868721.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

低迷市况下的避风港：全球农业股的机会来了？
https://cn.investing.com/news/stock-market-news/article-2232363

Posted by OneOracle > 2023-08-22 09:15 | Report Abuse

Commodities are the cheapest asset class right now: Jim Rogers
Well, as I look around the world, the cheapest asset class is commodities right now. I mean, sugar is way down from its historic highs. Silver is down over 50% from its all-time high. Those are certainly not bubble numbers and commodities are the cheapest asset class. As I said, even the Indian stock market is making all-time highs. So, nothing is cheap except commodities.

The most undervalued asset class, probably agricultural commodities, maybe the Chinese stock market. Yes, probably agricultural commodities.

https://economictimes.indiatimes.com/markets/expert-view/commodities-are-the-cheapest-asset-class-right-now-jim-rogers/articleshow/102159552.cms

Posted by OneOracle > 2023-08-22 09:40 | Report Abuse

TSH most likely will announce better result for the next few qtrs.
Many write down and accounting loss have been accounted in the previous qtrs in preparation for SGX listing.
Going forward expecting better result in the coming few qtrs for the new listing in SGX.
Announcing dividend is not out of question to welcome the new listing .

Posted by titan3322 > 2023-08-22 22:18 | Report Abuse

I think the results that would be announced soon would not be that good !

Posted by calvintaneng > 2023-08-22 22:29 | Report Abuse

Tsh results depend on these

1) Whether Rm273 Millions Cash (final cash tranche from Kalimantan land sold on time)

2) How much actual profit from FFB/Cpo and Refinery operation

3) How much bank interest saved (Now debt only Rm95 Mil. Was Rm1.35 billions)

In any case TSH is now a very lean co with little debt (Rm95 mil) and soon debt free

Plus its Assets in Nusantara (94,700 acres) still appreciating in value

Since Cash inflow continues and no more debt worries Tsh can certainly give another dividend like Inno

Posted by chamlo > 2023-08-23 11:43 | Report Abuse

Drop 3 sen bec QR not good like IOI?

Posted by calvintaneng > 2023-08-23 12:09 | Report Abuse

Tsh one call warrant expiring right now so Ib bank doing Rss suppress mother to kill call warrant holders

Take opportunity to buy Tsh mother on the cheap

Posted by chamlo > 2023-08-23 12:27 | Report Abuse

Why not avoid ctr with CW issued?

Posted by chamlo > 2023-08-23 12:37 | Report Abuse

Even can rise I don't think IB is generous to let CW pay out high not true?

Posted by Pinky > 2023-08-23 17:30 | Report Abuse

Koyak dahhhhhhh

Posted by BursaVulture > 2023-08-23 17:36 | Report Abuse

Hi Calvin, is now a good time to all in TSH?