Posted by sunnyspoon > 2022-05-19 14:53 | Report Abuse

True blue invester will buy low price at 0.90, wait until Rm 1.80 sold all make happy profit .

Posted by steveccwong > 2022-05-19 14:58 | Report Abuse

True investors seek dividends.

Posted by superrr > 2022-05-19 15:06 | Report Abuse

KY would tell u that : Don't be afraid to buy again when the counter price is already high, then later the price definitely drops sharply, he may tell you he also faces margin called.....hahaha

Posted by GrowthCapitalist > 2022-05-19 15:21 | Report Abuse

Very simple rule! I could see alot of people pumping into 2 counter in 0nG. And what you need to do is diversify! That's all you need to do!

Posted by GrowthCapitalist > 2022-05-19 15:22 | Report Abuse

With this turbulence, tsh still maintain its value then the support already pegged here! Just waiting for the right time to shoot!

Posted by skoh888 > 2022-05-19 15:25 | Report Abuse

@ growthcapitalist....yes i keep it simple too. I bought after reading the MSCI inclusion news at RM1.38 and just put a stop loss below RM1.30. Whether I am right or wrong I let the market play out

Posted by GrowthCapitalist > 2022-05-19 15:44 | Report Abuse

I don't care about the MSCI not much leh! Indeed, it is important as Tesla got kicked from index around 2am, the stock plunge like nobody busineess!

just do their EV in plantation will do!

Posted by Newbie_123 > 2022-05-19 17:25 | Report Abuse

O&G counter (bull run) is flying high in the sky now.
Plantation (super bull) is goin backward .... kikiki

Posted by Newbie_123 > 2022-05-19 17:33 | Report Abuse

more like super bear run. And they say hide in plantation counters now is the best hedging against inflation & 300% profit gain?

No wonder plantation is always considered "underweight" and no pulling power to attract institution & foreign fund's buying volumes

Posted by Chon888 > 2022-05-19 17:41 | Report Abuse

I must say that I wish thank Calvintaneng for his kindness and his sharing while TSH price was still low at that time.

But many people I think were not bother to pay attention to his remarks. At that time many investors still thought Tech stocks would climb to greater heights.

Later when the TSH price began to rise, people started chasing.

When the down trend came due to fund managers' profit taking or short selling, those people bought TSH at high price kept blaming him . That is the reason why many people misunderstood him.

He tried to stabilise the price but he couldn't .So I would say it is very unfair to blame him in such a situation which was totally not under his control.

Posted by calvintaneng > 2022-05-19 17:59 | Report Abuse

Chon888

Thank you
Calvin never for one moment doubt the bright prospects of Tsh and told all to invest longer term

Short term fluctuation in price we cannot stop

Over a short term the stock is decided by the masses including suppression by IB bankers to prevent losses from their Tsh call warrants (and all these call warrants will expire one day)

Eventually the True Fundamental Real Value of Tsh will emerge and will then decide it's real price

For that we can patiently wait

Posted by Chon888 > 2022-05-19 18:14 | Report Abuse

Calvintaneng,
You are welcome.

Posted by Benhobenho > 2022-05-19 18:29 | Report Abuse

Yeah! Plantation stock investment is always long term. For short term or contra play, try other counters like SD or sapnrg

Posted by StartOfTheBull > 2022-05-19 19:36 | Report Abuse

Good news for Indonesia based planters.
https://www.reuters.com/markets/commodities/indonesia-mps-seek-palm-oil-export-ban-review-industry-warns-storage-2022-05-19/

Posted by Weechichi > 2022-05-19 19:49 | Report Abuse

Haha. This is so just in time. Shiok.

Posted by Yau Yh > 2022-05-19 19:52 | Report Abuse

Indonesia lifts palm oil export ban. May 23rd export allowed.
https://www.bloomberg.com/news/articles/2022-05-19/indonesia-lifts-palm-oil-export-ban-in-relief-to-global-market

Posted by cheated > 2022-05-19 20:02 | Report Abuse

QR not today? Why delay if not bad?

Posted by FlyingEagle > 2022-05-19 20:05 | Report Abuse

万事俱备只欠东风，风几时刮 ？

Posted by OnTime > 2022-05-19 20:18 | Report Abuse

govt printing so much money all over the world so inflation isn't going away and hence commodity prices can only go up

Posted by Chon888 > 2022-05-19 20:42 | Report Abuse

FlyingEagle,

这只股票已经纳入MSCI 摩根士旦利指数了.

到时如果本地基金经理进场購買TSH, 接着外国基金也进来投资,那就是大东风吹来的时机了.

Posted by FlyingEagle > 2022-05-19 20:58 | Report Abuse

Chon888

那么，基金经理还有那些不买的理由？Umm.....

Posted by Chon888 > 2022-05-19 21:09 | Report Abuse

FlyingEagle,

基金经理几时要作决定,几时要買,只有他们知道了.

Posted by Chon888 > 2022-05-19 21:37 | Report Abuse

FlyingEagle,

TSH 目前RM1.40+ 这个价位我觉得不是很高.就不要等起到很高时才来追,凤险就比较大.这个价位会不会往下跌我就不知道了.我会分批买进如果跌的话可以拉低价钱.

我不是叫你现在买或卖.一切买卖由你自己决定.这只我一点小小的意见吧了.

Posted by Chon888 > 2022-05-19 21:41 | Report Abuse

FlyingEagle,
对不起,凤险>风险

Posted by Benhobenho > 2022-05-19 21:51 | Report Abuse

With the export ban on cpo lifted on 23/5 by the indon govt, is this positive for tsh

Posted by calvintaneng > 2022-05-19 21:55 | Report Abuse

Top reasons TSH Resources best buy now

Tsh Indon palm oil export ban uplifted
Now will see fast rebound upward

Calvin invested in these Indon exposure Palm oil shares

Goldenagri at 14. Now 27.5 sen Up almost 100%

Bumitama at 46 sen. Now 75 sen up over 60%

Above two are full Indon Palm oil operations

Tsh resources
Bought at Rm1.10. Now Rm1.44 (Up only 30%)

Now Calvin thinks TSH is a Value Laggard we can safely buy more now

Posted by calvintaneng > 2022-05-19 21:58 |

Post removed.Why?

Posted by calvintaneng > 2022-05-19 21:58 |

Post removed.Why?

Posted by StartOfTheBull > 2022-05-19 22:01 | Report Abuse

Don't forget RM0.31 EPS will be added to the income statement upon the RM712 million land disposal completed in first quarter of 2023.

Posted by calvintaneng > 2022-05-19 22:03 |

Post removed.Why?

Posted by Investformilkmoney > 2022-05-19 22:30 | Report Abuse

What does EPS RM0.31 means to us? Dividend RM0.31?

Posted by Wizman > 2022-05-19 23:19 | Report Abuse

GLOBAL FUND FLOODING INTO FARMING STOCKS AS UKRAINE WAR HITS FOOD SUPPLY
NIKKEI Asia - 18 May  2022
TOKYO - As the war in Ukraine has stirred unease about global food supplies, money is flooding into agriculture stocks, lifting prices even as the broader market flirts with bear territory.

While the broad MSCI World Index has fallen about 5% since its close on Feb. 23, the day before Russia's invasion of Ukraine, a narrower index focusing on agriculture names gained 6% over the same period, rallying from a 1% decline to start the year.The conflict between two major food exporters has focused attention on a problem that may outlast the fighting, an inability of food supply to keep up with global population growth.

Companies directly involved in food production such as suppliers of fertilizer, seeds and agricultural equipment have performed especially well. Canada-based Nutrien, the world's largest fertilizer maker, has jumped more than 30% since the invasion. The company reported a more than tenfold surge in net earnings on the year last quarter to a record $1.39 billion.

Shares in Japan's Sakata Seed, which upgraded its earnings forecast last month for the fiscal year ending May 31, have climbed 27% since Feb. 23, and matched their July 2018 peak, the highest point in 18 years, early this month. Corteva, an American producer of seeds, fertilizer and herbicides, and leading farm equipment manufacturer Deere have seen substantial gains.

Aquaculture companies have also made strong showings, such as Vinh Hoan, a Vietnamese farmer and processor of freshwater fish, which gained 10%.

The trend reflects worry about the impact of the conflict between Russia and Ukraine, which together account for 30% of global wheat exports and have seen shipments stall amid the war. There are particular concerns about the impact of sanctions on food-related exports from Russia, a leading supplier of fertilizer and seafood.

The FAO Food Price Index from the United Nation's Food and Agriculture Organization spiked to all-time highs in February and March, and edged down only slightly in April.

"Global agriculture and crop input markets are being impacted by a number of unprecedented supply disruptions that have contributed to higher commodity prices and escalated concerns for global food security," Nutrien CEO Ken Seitz said this month.

While the war and the coronavirus pandemic have magnified food supply fears, the issue predates these crises. The U.N. estimates global population will expand by about a quarter between 2020 and 2050 to 9.7 billion, but total arable land will increase only about 5%, and decline 16% on a per capita basis, due to trends such as urbanization. 

Common sense thinking:-
World structural edible oils now shifted to highly demanded soybean oils,canola oil, rapeseed oil & palm oil but supply constraint. CPO won't be cheap for many years. Market will see CPO 6,000-7,000-8,000 tone 2022-2023.

TSH - Super Palm Oil Growth Stock.The age profile of the TSH’s palm oil trees is spread out with a weighted average age of 11.4 years, which is relatively young. This augurs well for the Group’s FFB production in the coming years.  

TSH is severely undervalued @ current price which is very attractive for Global/Foreign funds to buy in big volume and retail investors will follow suit to buy then. TSH genuine investors buy & hold tight TSH to enjoy at least 100% return2022-2023, whatever return exceeds 200%-300%-400%-500% or more is a big bonus for retail investors.

Posted by OnTime > 2022-05-20 09:06 | Report Abuse

unfortunately the market is full of short-term traders - valuation doesn't mean much to them

Posted by stockraider > 2022-05-20 09:07 | Report Abuse

Now can go for indon base plantation CO since ban is lifted loh!

Posted by StartOfTheBull > 2022-05-20 10:03 | Report Abuse

@Vtrade
The information can be found in the company announcements, Bursa website.

Posted by Investformilkmoney > 2022-05-20 11:50 | Report Abuse

No la, only says EPS +RM0.31. No mention about dividend. Just asking here only, what does the EPS means to dividend.

Posted by calvintaneng > 2022-05-20 11:52 | Report Abuse

Who said 31 sen dividend ?

Not that I know of

The real truth is this

Tsh sale of Bulugan Regency lands by early 2023: will bring in Rm712 millions in cash and the profit is 31 sen

Now we are in May 2022 and not many people can buy and hold till early 2023

Posted by StartOfTheBull > 2022-05-20 11:55 | Report Abuse

@JJPTR
Correct. Neither did I mention it will be declared as dividend.

Posted by greenland > 2022-05-20 12:19 | Report Abuse

The discount of Palm oil and Soybean oil is at one of the highest. Palm oil will rebound soon.
https://mpoc.org.my/daily-palm-oil-price/

Posted by Benhobenho > 2022-05-20 12:26 | Report Abuse

I supposed QR out yesterday??

Posted by sunnyspoon > 2022-05-20 12:46 | Report Abuse

Sales of Bulungan Regency just reduce debt only

Posted by investor2021trading > 2022-05-20 13:39 | Report Abuse

Palm oil’s slump set to deepen after Indonesia lifts export ban
May 20, 2022 9:37 AM.

Data from cargo surveyors showed Malaysia’s palm oil exports shrinking to India and China, the two biggest importing nations, in the first half of May even as overall shipments climbed. High prices have stifled demand from both countries, with China’s situation exacerbated by strict Covid-19 lockdowns.

Posted by greenland > 2022-05-20 13:43 | Report Abuse

Not only Msian palm oil, due to Covid China’s overall import of soy has reduced.
However, with Shanghai now open from June 1, more businesses will start to open. Bear in mind mid Autumm festival another peak period for cooking oil consumption in China.

Posted by Investorrr > 2022-05-20 14:52 | Report Abuse

1st qrt results should out on 25 May,hv confident super good qrt results,0.075 EPS sold of land in Feb,21.2% profit from innoplant,and
on palm oil profit above rm6300 per tonne on about 200k tonnes sold

Posted by Investorrr > 2022-05-20 14:56 | Report Abuse

good show from next Monday 23 May day,lifting of palm oil ban .

Posted by Benhobenho > 2022-05-20 14:59 | Report Abuse

QR results out today

Posted by OnTime > 2022-05-20 15:01 | Report Abuse

details sketchy but any tax increases this round?

Posted by wallstreetrookie > 2022-05-20 15:11 | Report Abuse

Sold some before earnings. This stock always drop before major announcements. So bad

Posted by wallstreetrookie > 2022-05-20 15:11 | Report Abuse

Reduce risk

Posted by wallstreetrookie > 2022-05-20 15:12 | Report Abuse

Wait for earnings. Stock is not moving at all. This is not looking good