Mikecyc

Haha Repost :

Haha further to Glove rally during pandemic ( China started Feb 2020 , Malaysia started March 2020 ) …I did made profit on Kossan and Comfort.

I did a study on Demand vs Supply of 7 local nitrile gloves companies posted on August 2020 that supply shl be fulfilled demand by netx 12 months from August 2020 .

And posted TG TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .


—

The firm said Covid-19 cases in the US had increased beyond expectations.



As a result, it estimated that glove demand had increased in the US, causing further depletion in global stock levels.



>> "Our estimates show that global stock levels could have declined by an additional two per cent to 10.8 billion pieces. This is enough for 15 days of demand (previously 15.2 days) and much lower than the prepandemic 60-day average," it added.



From July 8-12, the number of new cases rose to above 60,000 per day.



As of July 12, the total new cases increased by 367,000 or 24 per cent on a month-to-date basis to 3.27 million.



"As Covid-19 cases remain high in the US, demand for gloves should stay exceptionally strong, given its importance in protecting healthcare workers.



"As the US is the world's biggest glove consumer, its stubbornly high number of cases means that demand for gloves should continue to rise," RHB Research said.


>>>



global stock level 10.8 billion for 15 days demand during Pandemic.



Haha according to nanyang news in July2020 , China has donated 26.0 billion hand gloves n 620 million face mask to US.



-----



10.8 b x 2x12 months = 259.2 billion demand for netx 12 months starting August 2020 .



>> Note : 10.8 b x2 x 12 = 259.2 billion is to meet the Demand contract order for queing 1 year start from August 2020 . It is additional 129.6 billion pieces .



## Hartalega Holdings Bhd executive chairman Kuan Kam Hon said :
Demand of 120 billion more pieces of gloves in the Netx 3 years



> Haha what a coincidentally figure demand 120 billion more pieces in the Netx 3 years , can 259.2 billion pieces being produce in 1 year which included the additional demand qty 129.6 billion .


----



haha lets do a research study on following gloves companies 1 year production capacity on Nitrile gloves only :



a.)Top glove : 50 % nitrile , output 84.1 billion/ year towards end 2020 , and expect change to 60 % nitrile .



84.1 b x 0.6 = 50.46 billion



b.) Hartalega : 95 % nitrile, yearly output 24.5 billion .



24.5 b x 0.95 = 23.28 billion



c.) Supermax: 90 % nitrile, yearly output 27.4 billion.



27.4 b x 0.9 = 24.66 billion



d.) Kossan : 75 % nitrile , yearly output 32.0 billion.



32.0 b x 0.75 = 24.0 billion



>>> Big 4 total nitrile gloves output for 12 months = 50.46 +23.28 + 24.66 + 24 = 122.4 billion.



Others gloves company :



1.) Comfort : 60 % nitrile, yearly output 5.9 billion .



5.9 b x 0.6 = 3.54 billion



2.) YTY : captured 11 % nitrile market since 2011 , estimated 18 % in 2020 :


259.2 b x 0.18 = 46.66 billion



3. Smart Gloves : 95 % nitrile, yearly output 8.2 billion


8.2 b x 0.95 = 7.79 billion.



## Just these 7 glove companies 12 months output ( 1 year ) = 122.4 +3.54 + 46.66 + 7.79 = 180.39 billion .



### 180.39 b / 259.2 b =69.6 % of world nitrile gloves consumption for the netx 12 months from August 2020 .



note : YTY in under Indonesia mother company group.

2 days ago

calvintaneng

made a bit of mouse feed?

so pathetic


now better sell all your other rubbish and all in 🌴🌴🌴 🔥🔥🔥

only then will have enough for the rest of your tikus life ok

hahahaha!

2 days ago

Mikecyc

Haha what a poor Pokkai Conartist Callvin cannot afford Cruise Ship ticket , told lies by lies on board to promote Netx on December 2019 … Pokkai until ran road swimming naked like a Tikuss back to the island on December 2020 for 3 months !🤣🤣🤣👉

1 day ago

Mikecyc

Haha the way Conartist Callvin posted on last week , same as before he swimming naked back to the island …mentally desperate liaw !

1 day ago

calvintaneng

Soyoil future up?

Fcpo will be boosted

The virtuous cycle of all vege oil going up in a synchronized bull run is good for palm oil industry as a whole

1 day ago

Berlin

Virtuosity was displayed in April 2022 when some deranged clown predicted a once in a lifetime bull run in CPO prices when it briefly breached RM7k and screamed buy kaw kaw on plantation stocks. Commodity price cycles are notoriously brief and unpredictable but that did not deter his enthusiasm. Not even the less than sanguine opinions of industry experts. He knows better. TSH broke 1.80 then but came down to earth quickly as CPO prices fell back. TSH at 1.10 now is a gruesome investment for those who heeded his buy kaw kaw cry in 2022 and are still trapped.

1 day ago

calvintaneng

In 2022 Cpo went up due to Ukraine Russian War plus Indonesia sudden ban export to protect domestic needs

As a result Cpo spiked over Rm7000

as it was a one off prices of Cpo then retraced

now this round the upside is due to these fundamental reasons

1. Probowo wants to cut import cost of Crude oil so he implement B40 and later B50

by then 20 millions tonnes out of 48 millions MT of Cpo produced in Indonesia will be taken up leaving a smaller amount for others and less for export

where will the shortfall be covered as Malaysia also witness depleting palm oil production due to lands being converted to Data Center, Solar farm, Industrial park and New Township?

so this round the change is STRUCTURAL AND WILL LAST

SO PALM OIL SHARES WILL NOW TRADE AT A HIGHER LEVEL

1 day ago

Mikecyc

Haha repost from Jtiasa :


棕油本周料现套利潮
2024年11月04日


Interband集团高级棕油交易员郑锦表示，在对冲基金积极买入的推动下，棕油期货市场预计将在本周牛市中出现套利潮。
他表示，过去七周，对冲基金已在农产品（包括棕油期货）上投资了约200亿美元（约875亿令吉）。

“本周，市场可能会出现获利回吐，交易价格可能在4200令吉至4300令吉之间。”

与此同时，棕油交易商黄大卫（译音）也赞同上述观点，并补充说本周市场价格将走高，主要受原油和大豆油价格推动。
“我们预计本周价格，将在每吨4700令吉至4950令吉之间交易。”

按周来看，11月棕油现货交易价格涨344令吉，至每吨4976令吉；12月增330令吉，至每吨4914令吉；2025年1月则升332令吉，至每吨4868令吉。

此外，明年2月期货价格也涨327令吉，到每吨4808令吉；3月报每吨4726令吉，涨303令吉；而4月则企于每吨4637令吉，增280令吉。

总成交量方面，从前周42万8573宗，减至31万6573宗，而未平仓合约从前周的25万2233宗，跌至24万6507宗。

1 day ago

calvintaneng

Take a close look at lands surrounding Sedenak Tech park

all these palm 🌴 will also make way for development


and what we see here is repeated hundreds or thousands of times in Data Center, Solar farm, Industrial park , New Townships and also building of new highways where palm trees cut down to pave roads or rail


https://youtu.be/n2b0ljMXyEg?si=t1X-lLPFs2hjVD2o

1 day ago

Berlin

Calvintaneng ; Were you wrong in 2022 about a once in a lifetime bull run in CPo prices and plantation stocks? You have never acknowledged it nor apologized for your mistake.

1 day ago

Mikecyc

Haha what happened to YTLpower Kulai Green DC park 500 MW since 2022 … the anchor Tenant Sea Ltd ( Ytl consortium partner in Digital Banking license) still not in Operation ! Only 18 MW !

1 day ago

Mikecyc

Haha Microsoft oredi bought Land !


Microsoft to build data centre in Eco World's industrial park, as Microsoft commits to investing US$2.2bn in cloud computing & AI services in Malaysia
Eco World has sold land in Johor, Malaysia, to a local subsidiary of Microsoft, which will develop a data centre site there. This is just one of many data centre developments in Malaysia this year, as the country is becoming a hub of data activity. 

1 day ago

Mikecyc

In the Works – AWS Region in Malaysia
by Jeff Barr | on 01 MAR 2023 | in Asia Pacific, Launch, News, Regions | Permalink |  Share


https://aws.amazon.com/blogs/aws/in-the-works-aws-region-in-malaysia/

1 day ago

Mikecyc

AirTrunk opens AI-ready data centre in Malaysia 
https://theedgemalaysia.com/node/720925


1 day ago

Mikecyc

PM attends Google's US$2 bln data centre groundbreaking
1 Oct 2024 — Prime Minister Datuk Seri Anwar Ibrahim (centre) officiates the groundbreaking ceremony for Google's US$2 billion data centre and cloud ...

1 day ago

Mikecyc

Haha Big Cannon Conartist Callvin blowing IKN land .. now Data Center … Solar Farm …

As said Jaks signed MOU to lease land from TDM group in Terengganu, 1730 acres for tender LSS5 2000 MW Solar Project .. Rental is RM 578 / acre/year !

1 day ago

kl_guy

look at plantation index. on uptrend. rally is on .

1 day ago

Berlin

Calvintaneng; Is another once in a lifetime plantation rally coming? You still have not put to rest the "kaw kaw buy" ghost of the April 2022 rally. Were you wrong then or is this a continuation of 2022?

20 hours ago

Mikecyc

Haha Repost from Jtiasa :



Haha as for CPO price :

QR ended September compared to QR ended June is expected to be Higher profit due to Production Output!

2024 : Monthly Average Price ( RM / Ton ) :

January: 3783.5
February: 3949.5
March: 4215.5

April. : 4257.0
May : 3902.5
June : 3957.5

July. : 4034.0
August : 3910.5
September: 4023.5

October : 4387.5

20 hours ago

Mikecyc

Haha what ever Spot price , fcpo price eventually back to Monthly Average Price and you can see Daily Price also !

20 hours ago

Mikecyc

Haha May to November is Peak Season for Production Output!

20 hours ago

calvintaneng

Berlin

Sure i have still belief in palm oil once a century bull as i still holding firmly all palm oil shares since 2022

In Nigeria, Ghana, Thailand as well as Singapore palm oil shares all gone up 30% to 1,000%

Only Malaysia still to play catch up

I happy to buy and hold Malaysian palm oil 🌴🌴🌴 🔥🔥🔥

Cheers!

18 hours ago

calvintaneng

Mikecyc

'May to November is Peak Season for Production Output?"

Are you now positive on palm oil?

So you got curi curi buy 🌴🌴?

Hahahaha
Last time we caught you curi buy esceramic

Lol!

18 hours ago

Mikecyc

Haha still twisting big cannon Conartist Callvin.. so many Pricinple Officers resigned oredi …

During Big Cannon blowing in Jtiasa how high of Fcpo … but didn’t know the Peak season n Low season of Production Output.. the result is per I am expected… then he MIA lo !🤣

18 hours ago

Berlin

Calvintaneng, you are one character that's full of bull, year in year out!

17 hours ago

calvintaneng

sure

I was bullish in Jtiasa at 63 sen when one danny123? opposed me like others do now in Tsh

jtiasa at 63 sen only very few were bullish then

and that was the best time to buy Jtiasa then

so now is the best time to buy Tsh

17 hours ago

StarOfTheBull

Calvintaneng may need to print out his TSH contract note and frame it up to his bedroom wall for many years to come.

16 hours ago

calvintaneng

no problem at all

I bought Umw in 2004 and visited Toyota Motor Corp (Japan Biggest Company) in Tokyo

and held till 20 years later until Umw was taken private by Sime Darby

so holding Tsh indefinitely no problem at all

16 hours ago

Mikecyc

Haha this is some of Conartist Callvin Lies : 

1) Said Gain 7 figure on 2019 ..

Why So Pokkai until No Money to buy Ticket on Board a Cruise Ship holiday to Thailand on December 2019 , telling Lies that on Board to promote Netx …..

2.) If 2019 n 2020 stock listing is in Gain .. why that day is so emotional n desperate replied my call that happily retired ( FortuneBlooming is posting at the same time remind you Admin will not allow to post Religious materials ) … Ran Road for 3 months from December 2020 …

Haha why ah .. big cannon Conartist :

3.) Frequently said Win Win Win with cost 1 sen in Promoting Netx from September 2019 to December 2020 …but said in TSH on August 2022 that actually is Loss in Netx .. what a Liar …


4.) Said here editor, here remisier , here ppl are Bodo during Promoting Netx …

15 hours ago

Mikecyc

2.) Why TSH FY21 Top 3 n Top 4 substantial shareholders Top 3 Tunas with 4.92 % n Top 4 Embun Yakin with 4.88 % disposed the shares during 2022 price Uptrend to above RM 1.80 ?

3.) Why TSH following Principle Officers Resigned:

>Resignation of Principal Officer : 


A) ED Tan resigned on June 2022 


B ) Ex CFO resigned on June 2022 


C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


15 hours ago

mf

Ballots were cast in the minutes after midnight in a tiny New Hampshire township along the US-Canada border

15 hours ago

prudentinvestor

"I bought Umw in 2004 and visited Toyota Motor Corp (Japan Biggest Company) in Tokyo"
CalvinTTP ought to be a substantial shareholder or a director of UMW. Otherwise how could he be allowed to visit Toyota Motor Corp HQ in Japan? Most likely he was just bragging.

13 hours ago

Mikecyc

Haha ya lo recalled ppl said big cannon Conartist Callvin was a Real Estate agent … Stockraider introduced him to i3 from investla…the partner in Netx wayang .., now loss naked until MIA oredi !

13 hours ago

calvintaneng

https://youtu.be/tBrmkGCXj_I?si=jY_LOVz_SdL2U2Tq

13 hours ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Huge opportunity cost for not seeking out quality plantation companies.

12 hours ago

calvintaneng

opportunity cost?

those holding dlady since 5 years till now have lost more than 40% loh!

10 hours ago

calvintaneng

Do take note

This month there are two palm oil call warrants issued by Ib banks TO BET AGAINST TSH DIRECTLY

As such they will do their utmost to control Tsh price rise

They issued Tsh call warrants with benchmark at Rm1.15

So you can be sure they will do Rss short sell Tsh shares below Rm1.15 till end Nov 2024 to "kill Tsh call warrant holders"

So best to buy from Ib bank selling

Now after this month there won't be any Tsh call warrant till April 2025 next year

They are afraid Tsh can no longer be suppressed at great effort and cost so they have raised the threshold benchmark to the high of Rm1.40

Rm1.40 for April 2025 Tsh price benchmark by Ib bank?

Yes they also anticipate Tsh will rise up so they have shifted their defensive position by putting a Rm1.40 barrier which up 25 sen from current Rm1.15 barrier

So best to take opportunity to buy and hold

No fear holding anything below Rm1.30 just as there is no fear holding Tsh at Rm1.00 now as Ib banks will not commit financial suicide to sell Tsh below Rm1.00 currently

8 hours ago

calvintaneng

Since Malaysia is a highly manipulated market by Ib bankers with their voluminous palm oil call warrants they have told media to publish only "neutral calls" on Palm oil since year 2022, 2023 and 2024

In this way people generally avoid palm oil shares

Not to get affected by media bias reporting on palm oil we suggest all genuine investors of palm oil to stop reading media propaganda and also to unsubscribe

In this way you will not be influenced wrongly

95% of the Klse players have been losing money for 30 long years and Research Houses and media are one prime cause

8 hours ago

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Looks like our Singaporean friend is the patsy in the game. :-)

8 hours ago

calvintaneng

Dutch lady

5 year chart shows it dropped by 47.72%

Who is the patsy

https://www.klsescreener.com/v2/stocks/view/3026

8 hours ago

calvintaneng

🦕 dinosaur 3iii was sleeping when we recommended Bplant at 57 sen

after minus dividend plus taken private by Ltat Bplant is up 369%


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

8 hours ago

calvintaneng

after we recommended Bplant Chun Chun in April 2021

we recommended buy Ijm plant at Rm1.86 and sell harta at still lofty price of Rm9.95

dinosaur 3iii still sleeping soundly hugging his harta from Rm9.95 to Rm3.00 ZZZzzzz 😴💤

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA

7 hours ago

Mikecyc

Haha ya lo big cannon Conartist Callvin is the patsy until mentally desperate… a newbie trader also knew something is Not right of the company, judging on these :


TSH : change in Principle Officer :

2) Resignation of Principal Officer : 



A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


6 hours ago

calvintaneng

Who took charge?

Director Kelvin Tan Aik Pen came back and took charge of Tsh


Vela Tan former CEO of Ijm plant now joined Tsh to spearhead new planting

So Tsh now in very good hands

5 hours ago

calvintaneng

Tsh also appointed Pnb people to take charge


all these are highly capable people

5 hours ago

calvintaneng

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3479624

5 hours ago

calvintaneng

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3479623

5 hours ago

calvintaneng

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3479627

5 hours ago

Mikecyc

Haha … the same Chairman whom bought 500,000 shares each day during 2022 price Uptrend to above RM 1.80 …


>> Details :

bought 25 million share .. Top 3 Tunas with 4.92 % is Sold Over 50 million share as at March 2022 … Balance ard 16 million share .. still Selling ke ?? No need to Report,no body know !!! Top 4 Embun Yakin with 4.88 % is started Selling ke ??? And the 4 with surname Tan whom are Not in BOD , holding Less than 5 % , Total ard 14 % … Got action ke ???


>> Waiting See see look look on FY22 Annual Report …

Update : Top 3 n Top 4 ( 2 Sdn bhd companies ) no longer in Top 30 list ) 



—-

Changes in Director's Interest (Section 219 of CA 2016)
TSH RESOURCES BERHAD
Information Compiled By KLSE
Particulars of Director
Name TAN AIK PEN
Descriptions(Class) Ordinary shares
Details of changes
No Date of change No of securities Type of transaction Nature of Interest
1 19/05/2023 1,909,570 Transferred Direct Interest
Name of registered holder Tan Aik Pen
Description of "Others" Type of Transaction
Consideration (if any)
Circumstances by reason of which change has occurred Transmission of Shares - Receipt of ordinary shares as beneficiary from late parent, Mr Tan Soon Hong by way of ordinary transfer.
Nature of interest Direct Interest
Total no of securities after change
Direct (units) 342,708,887
Direct (%) 24.831
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Date of notice 22/05/2023
Date notice received by Listed Issuer 22/05/2023




—-

Changes in Director's Interest (Section 219 of CA 2016)
TSH RESOURCES BERHAD
Information Compiled By KLSE
Particulars of Director
Name TAN AIK PEN
Descriptions(Class) Ordinary shares
Details of changes
No Date of change No of securities Type of transaction Nature of Interest
1 30/12/2022 500,000 Acquired Direct Interest
Name of registered holder Tan Aik Pen
Description of "Others" Type of Transaction
Consideration (if any)
Circumstances by reason of which change has occurred Purchase of shares
Nature of interest Direct Interest
Total no of securities after change
Direct (units) 337,299,317
Direct (%) 24.439
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Date of notice 30/12/2022
Date notice received by Listed Issuer 30/12/2022

5 hours ago

Mikecyc

Haha still a Big Big Cannon….

Posted by calvintaneng > 33 minutes ago | Report Abuse
Who took charge? 

Director Kelvin Tan Aik Pen came back and took charge of Tsh 


Vela Tan former CEO of Ijm plant now joined Tsh to spearhead new planting 

So Tsh now in very good hands


-/

Change in Boardroom
TSH RESOURCES BERHAD
Date of change 01 Sep 2024
Name DATUK KELVIN TAN AIK PEN
Age 66
Gender Male
Nationality Malaysia
Type of change Redesignation
Previous Position Non Executive Chairman
New Position Executive Chairman
Directorate Executive



Change in Audit Committee
TSH RESOURCES BERHAD
Date of change 01 Sep 2024
Name MR VELAYUTHAN A/L TAN KIM SONG
Age 70
Gender Male
Nationality Malaysia
Type of change Cessation Of Office
Designation Member of Audit Committee
Directorate Non Independent and Non Executive
Composition of Audit Committee (Name and Directorate of members after change) Composition of the Audit Committee after change: 1. Paul Lim Joo Heng (Chairman, Independent Non-Executive Director) 2. Dato' Jasmy bin Ismail (Member, Independent Non-Executive Director) 3. Lim Fook Hin (Member, Non-Independent Non-Executive Director)

4 hours ago