Berlin

@Calvintaneng ; Did you read Chap12 MLR but failed to understand it? Maximum sbb is 10% of issued shares or 138.2 m, period. Not 1% or 10% every year.

2 weeks ago

calvintaneng

Happy morning again to all owners of Tsh shares

Today is payment date of 2.5 sen dividend

Can use it for enjoyment as early Christmas present or reinvest into more Tsh shares

Current dividend is above 4% which is better than Bank Fd rate

2 weeks ago

Berlin

How does current dividend 2.5 sen at TSH share price 1.20 yield above 4%? My calculator says 2.083%.

2 weeks ago

Sales

Whole year we received 0.05sen

2 weeks ago

titan3322

Kawan the SBB done yesterday was unbelievable foolish or there's something else outsider don't know, it was done between 1.22 to 1.25 but soon later there were sellers at 1.20 and lots of trade were done at 1.19, my question is why didn't the person doing the SBB defending the price at 1.20 and 1.19 instead?? Looks like monkey 🐒 business that's why I dislike SBB 🪱🪱🐒🐒🐛🐛🤣🤣

2 weeks ago

Berlin

Get your figures right; 0.05 sen is not RM0.05. Then get your Financial Years on track; dividends 2.5 sen for FY2023 paid in May 2024 and 2.5 sen interim for FY2024 paid in Dec 2024. Of course you can pray for another dividend FY 2024 if cash is not run down due to exuberant sbb.

2 weeks ago

Berlin

Sbb if done prudently and timed right does have its purpose of stabilizing the share price and achieving better yields than idle deposits in the bank. But this aggressive buying is something out of the ordinary.

2 weeks ago

StarOfTheBull

So true.

2 weeks ago

PlantBull

So the SBB is aggressive and out of the ordinary, possibly the management has something planned??

2 weeks ago

Berlin

You will have to ask Executive Chairman Kelvin Tan what's on his mind. We can only make an educated guess as to his plans. Going by recent developments, perhaps more land/asset sales to bring in quick profits.

2 weeks ago

Investformilkmoney

Aiya, is you don't like SBB, then why are you still here?

2 weeks ago

stevenckheng

my guess bonus issue coming

2 weeks ago

calvintaneng

Why Tsh SBB is excellent

1. To do SBB Tsh will mop up shares and then when it needs to pay out dividends later shareholders will get better dividends. The contrast is give out private placement or cheap Esos that will dilute share value

2. Shares done by SBB can later be

a) sold back when prices are higher(Sbb is a usual indicator that the share is undervalue

,b) can be cancelled as Treasury shares to add value for remaining holders

c) Can be distributed as dividend in specie

2 weeks ago

dompeilee

Get out the shopping cart only if it drops back to $1.10 or below. Neither M'sia nor Indonesia are thriving economically at the moment. Just look around if you don't believe me. Besides, this is obviously an old man stock for fogies like Calvin with very minimal volatility so I don't have too much patience for such stocks: chop chop, earn dividend & get OUT as fast as possible!

2 weeks ago

calvintaneng

Happy morning

For value investing in palm oil better follow Robert Kuok's example of just holding on thick and thin

He is still the richest Malaysia Billionaire holding on to palm oil

So is Warren Buffet

Study his wealth chart
The older he gets the better he performs


https://finmasters.com/warren-buffett-net-worth/

2 weeks ago

calvintaneng

Happy morning

For value investing in palm oil better follow Robert Kuok's example of just holding on thick and thin

He is still the richest Malaysia Billionaire holding on to palm oil

So is Warren Buffet

Study his wealth chart
The older he gets the better he performs


https://finmasters.com/warren-buffett-net-worth/

2 weeks ago

calvintaneng

With Rts Spore - Johor being built Land prices in Johor surging up

best kept secret

Ikn Nusantara now taking shape and unknown to all Tsh got 94700 acres (more than 50% of Spore landmass of 180,000 acres book value only 10 sen psf

https://en.antaranews.com/news/338778/president-prabowo-to-launch-new-ikn-investment-projects-in-2025

2 weeks ago

calvintaneng

https://youtu.be/RGj0TwCExVw?si=DAX_hV5vuJu5U-8m

2 weeks ago

titan3322

Insiders will be rich in SBB scheme 🐒🐒🪱🪱🤣🤣

2 weeks ago

OneOracle

Seems 1.25 below not much meat left to sbb.
Mayb management will be kind to lift price 1.25 to 1.3 to attract more seller.

2 weeks ago

calvintaneng

Tsh will enter 8 year uptrend under Probowo B40 to B100 theme
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-12-24-story-h496857525-3_MAJOR_INVESTMENT_TRENDS_FOR_YEAR_2025_TO_2029_YOU_MUST_PAY_ATTENTION_T

2 weeks ago

Sslee

Repost:
Nov 28, 2024 6:35 AM | Report Abuse

Biodiesel is a loss making business. Indonesia governmemt used palm oil export lavy and duty to support biodiesel.

Indonesia government B40 is to take up excess palm oil from market to support price. So please forget about B100 or palm oil at RM 8000.

If market is short of palm oil, Indonesia government as a responsible government should and will reduce the biodiesel blending mandate

2 weeks ago

Sslee

Repost:
All Indonesia biodiesel producers already got their monthly production quoto they need to deliver to Pertamina for 2025.

The only problem is if CPO price premium against diesel widen then most likely Indonesia government will run out of money to subsidize biodiesel by 3rd or 4th quarter 2025.

2 weeks ago

calvintaneng

PALM OIL AT RM3500 PER TON ALREADY VERY GOOD FOR TSH AS ITS COST OF CPO PRODUCTION AS LOW AS RM2,000 MT

source of info

By email contact to Tsh office

Plus Tsh is morphing into an assets play like Kulim, Tmakmur or Bplant

All the lands of Tsh are bought by sweat and blood

For jtiasa the lands are 60% tenanted just like Inno

Directors of Tsh have sold Inno and bought into Tsh

2 weeks ago

Sslee

Jayatiasa Plantation
- Simalau Plantation 5,003 4,866 3,846 1,020
- Hariyama Plantation 10,600 9,645 9,645
- Wealth Houses Plantation 6,000 5,757 5,757
- Lepah Plantation 5,149 4,099 4,099
- Daro Plantation 11,681 9,841 9,841
- Eastern Eden Plantation 10,000 8,580 8,580
- Poh Zhen Plantation 5,000 2,933 2,933
- Sawai Plantation 6,050 5,448 5,448
- Lassa Plantation 21,300 16,287 16,287
- Kabang Plantation 2,700 2,133 2,133
- Total 83,483 69,589 68,569 1,020

The related parties are:
(i) Rejang Height Sdn Bhd (Licensee of land at Lepah & Daro Jaya); and
(ii) R.H. Forest Corporation Sdn Bhd (Licensee of land at Sawai, Lassa & Kabang).
Total rental payment for FY2024:
(i) Rejang Height Sdn Bhd – RM2,830,891.20
(ii) R.H. Forest Corporation Sdn Bhd – RM6,688,899.60

The land rental paid is for the use of land belonging
to Rejang Height Sdn Bhd at Lepah & Daro Jaya and
that belonging to R.H. Forest Corporation Sdn Bhd
at Sawai, Lassa & Kabang for the development of
our oil palm plantations.
Plantation Land Area (Ha)
1 Lepah 5,149
2 Daro Jaya 11,681
3 Sawai 6,050
4 Lassa 21,300
5 Kabang 2,700
Total: 46,880

2 weeks ago

calvintaneng

Tsh SBB
Rm1.22 to Rm1.24

250,000 shares

Those Ib banks who kept shorting will help Tsh to collect Cheap later

and reward shareholders of Tsh with free treasury shares

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3511712

2 weeks ago

mtr27

Post removed.Why?

1 week ago

calvintaneng

Tsh = SBB turns it into a Solid, stable stock

A tsunami shelter

Rock solid and recession proof with dividend streams

1 week ago

Lee Yew

Tired of holding TSH for the last 4 years waiting for Indonesia land disposal. Sold 3/4 of the share this past week, will unload the remaining today.

1 week ago

Sales

Lee Yew, you have hold for 4 years and now you want to sell all? Don't you think is a waste of effort?

1 week ago

calvintaneng

Happy to see you Sales
It is ok as he is free to do what he is happy to do. Calvin hope he will at least keep some and wait longer
After all Tsh has begun to show a turnaround in giving dividend and done share buy back support

Now may year 2025 bring us all to greater height in Tsh

Regards
Calvin

1 week ago

Sales

Happy New Year !“Wishing all a year filled with happiness, success, and good health. 🙏

1 week ago

calvintaneng

Tsh's got 3 engines of growth

1. From its upstream Ffb harvest

2. From its downstream refinery

3. From its 94,700 acres land in ikn nusantara

3 days ago

calvintaneng

https://youtu.be/OwuAObb01mg?si=uyUxOTVZRD0yVf0M

3 days ago

dompeilee

Without catalyst of CPO rising above 4,500[ let alone 5,000], this one wait until beard long long...😆

1 day ago

calvintaneng

This one is on 3 engines of growth

If Cpo high then will benefit from FFB harvest

If Cpo is lower then its Refinery will benefit from cheaper Cpo and makes more when selling Arowana cooking oil in China

Plus the 3rd engine of growth will come from its appreciating land banks in Kipi Tanan Kuning Ind Park and ikn nusantara

And also now that Tsh has less gearing the cash inflow surplus which used to pay bank loans can now be given out as endless dividend streams

1 day ago

calvintaneng

With Trump imposing 60% tariff on China many Chinese companies are moving out from China to build or relocate their factories in Asean nations

One place is Kipi Tanan Kuning in Bulugan Regency of East Kalimantan

China factories already here and soon more will come

This will benefit Tsh's 13,338 acres land prices

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-25-story-h-158750997-World_Biggest_Greentech_Park_land_at_only_38_sen_psf_book_value_Market_

23 hours ago

calvintaneng

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET

22 hours ago

calvintaneng

Tsh got Arowana cooking oil in Jv with Wilmar

https://www.wilmar-international.com/consumer-pack/products/oils-fats/oils-fats-products

22 hours ago

Berlin

TSH share bb from 5/12/24 - 2/1/25:
Shares purchased : 13.636 m
Price paid: Rm1.19 - 1.25 VWAP paid: RM1.24
Cash expended : RM 17 m
Current price: RM1.20
Impact of sbb on share price: Zilch. Price is back when sbb started. Savvy investors sold around 1.25 when bb was at its most active.

22 hours ago

calvintaneng

Sure good as Sbb buying cheaper means most cost saving

And then able to buy more Tsh shares

All these SBB shares can

Be kept as Treasury shares with 4 purposes

1. Less free float means higher dividend pie

2. Treasury shares could be cancelled

3. Or could be given out as dividend in specie

4. Or sold back later at a higher profit one day when Tsh appreciates in value

21 hours ago

Berlin

I guess someone is somehow unable to work out it was TSH which enabled cost savings for investors who sold around Rm1.25 and can now buy back below 1.20. What a clown!

19 hours ago

Berlin

TSH and JPG are now trading around the same price 1.20. Which stock has better chance of a quicker recovery? Guess which stock I will sell now in order to invest in the other?

19 hours ago

StarOfTheBull

Shift from TSH to JPG is a better option, theoretically.

19 hours ago

calvintaneng

Cannot buy Jpg

Jpg started with Rm1.5 Billions debt at Ipo. Ipo monies partly used to help pay debt no good

Tsh 5 years ago got Rm1.5 billions debt but all cleared off by earnings and asset disposal

Jpg raised Money from Ipo to build Mills and refinery and will need even more cash

Tsh already built it's 50/50 Jv Refinery with Wilmar with total worth Rm100 Billions

Tsh also invested in Inno with Rm150 millions worth of equity which can be cashed out

Also Tsh got extra cash in investments over Rm60 millions on standby for dividend if needed

All in all Tsh beats Jpg handsdown

17 hours ago

calvintaneng

Ignorant people chased Jpg and boasted

Today Tsh is Rm1.22 with Co holding Rm200 mil cash for SBB

While Jpg fell to Rm1.19 and expected to fall below Rm1.00 with no money for SBB support like Tsh

https://klse.i3investor.com/web/stock/overview/5323

17 hours ago

calvintaneng

Jpg with over Rm1.35 Billions Time debt 💣
Jpg no money to do SBB

Tsh got Rm200 mil cash can

👇

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3514294

16 hours ago

SEE_Research

T S H is technically the downtrending stock of the 41 + 1 plantation stocks
( 41 plantation stocks in main board & 1 plantation stock in ACE MARKET . )

1 hour ago

OneOracle

FCPO correction over.Going back up again.
Yet TSH still got over 100 million hidden buy q waiting at 1.20 and below from sbb.
But seems sellers no more gas to sell.
Obviously TSH is trying to redraw trading zone from 90 to 1.30 to 1.20 to 1.60.

1 hour ago

Berlin

It seems to me that motivated sellers are waiting for TSH sbb to reach 1.25 before unloading. CPO prices are moderating, most plantation stocks are correcting. Its a cat and mouse game. But why sell cheap when the company's sbb provides price support and liquidity?

7 minutes ago