What a nutcase! Likening the renovation of an old terrace house to the construction of a new airport. Similar to comparing TSH share price to Nestle's. Get real, Calvin, and visit a shrink, quickly.
Commodity superbull will cause further spike in land value. Do not wait till Trump become president. Trump policy is weak USD to boost local manufacturing.
Forever increasing Land value will be the best hedge against hyper inflation.
Plantation got super undervalued land which had not been revalued. Yet still trading at below PB 1. Meaning you can buy the land of plantation company at 30 to 40% discount to book value. And old book vs current market value may be like already 70% discount. In TSH you got 80% discount (old book value vs current market value + further markdown 40%( 0.6 Price to Book ) discount on land value. All the hidden land value in the Accounting.
HSBC's statistical model in May indicated a shift to a 'super bull' from a 'weak bull' phase in commodities, despite already elevated prices. According to HSBC, commodity prices are unlikely to return to their previous trend, and are set to stay "permanently higher".
How can earnings be sustained when its CPO output is on the decline. The bet now is on the land it has maybe can change classification to property counter 😩
Cannon Tan, I doubt you understand Chinese. If Keck Seng is associated only with Taman Daya , it is already in its twilight years. It has net cash of RM1.1 billion, investments in listed companies amounting to RM450 million, hotels in New York, Toronto and Hawaii. Properties in Kuala Lumpur, Singapore and huge land bank in Johor Bahru. Read its annual report for year 2023. https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3443125
2030 Indonesia b50 Export greatly reduced 2030 Brazil b25 Stop export More and more Resource producing countries are keeping commodity for local use for downstreaming precious commodity.
The stoppage of exports from Brazil, the world’s second largest exporter of soybean oil, will have a notable impact on the global trade balance. India is the largest importer of soybean oil, with MY 2024-25 imports projected at 3.5 million mt, up 18.7% on year, according to the USDA.
By 2030 , When Brazil b25 and Indonesia B50 in place. Do you think the CPO price will be lower than now? Do you think TSH price will still be at 1.50 which is only 20 % from now when cpo and land price will surely be much higher than now as NUSANTARA will be much much more developed. Just dividend already 20 % gain in 5 years.
KUALA LUMPUR: The Plantation and Commodities Ministry plans to review the windfall tax in the 2025 Budget to allow the tax collection to reflect the current palm oil prices in the industry.
Its minister Datuk Seri Johari Abdul Ghani said the current formula used to calculate the tax was no longer applicable to the production of palm oil.
He added that the ministry will collaborate with the Malaysian Palm Oil Board to review the mechanism and ensure the collection of tax could be returned to planters.
My average buy price is 1.00. TSH is a trading stock for me. My partial GTC Sell order today at 1.24 was filled, to lower my average cost down to 92 sen. The 1.17-1.20 zone looks important to hold during the coming retracement. If it closes below this, then, I intend to be patient and wait for it to go lower before buying back what's sold.
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....
calvintaneng
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5. Fifth Thunder: Korea with its Technology ⚡⛈️
Invest in Ikn Nusantara
https://ikn.kompas.com/read/2024/06/22/053000587/otorita-ajak-korea-selatan-investasi-di-ikn