TSH RESOURCES BHD
KLSE (MYR): TSH (9059)
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Discussions
15 people like this. Showing 50 of 26,795 comments
Posted by Johnchew5 > 2 days ago | Report Abuse
Hoho 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.
3 days ago
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 .
3 days ago
Haha seems Conartist Callvin missed the Glove rally as heavily promoting Netx from September 2019 until December 2020 …
Even so jealous said here Glove stocks are not Up as high as Singapore one .. said Malu sia !
Why Conartist Calvin ran road on December 2020 ? Returned on March 2021 after Plantation members are recruited by Wendy !🤣
3 days ago
Haha why ran road le , said sold 8 apartments to buy Netx .. asked ppl to sell other shares to buy Netx … always shouting win win win with cost 1 sen in Netx …but said is Loss in Netx posted in TSH forum on 2022 !🤣🤣🤣🤔
3 days ago
Ya, zhun zhun call buy on glove and it supply chain list company as well.
Buy all the away to ATH.
Did he ever call sell that time? Never.
Luxchem, texchem, etc. U leave traces on internet.
U are being kicked out and forever banned in multiple investment groups. Tell me why? Scammer.
3 days ago
Haha Jaks currently a Calculated Risk Stock is turn around to be a potential Growth stock , why ? :
A) Jaks CEO ( the only substantial shareholder from 9.9 % ( 2017 ) to 14 % ( 2023 ) , after Uncle K intention to take over with 30 % on 2017/2018 , is failed ) had successfully steered the company diversified into Power industry: Vietnam Joint Venture Power Plant 1200 MW with CPECC , EPCC value RM 8.7 Billion… construction is started on October 2016 , fully Commercial Operating Date on January 2021 with 25 years concession:
As an 30 % associate joint venture company contributing share of profit n Dividend to Jaks since 2021 :
Jaks Annual Revenue and Net Profit / ( Loss ) :
1.) FYE2020 : RM 259.4 million with Loss ( RM 80.5 Million. )
2.) FYE2021 : RM 109.7 million with Net Profit RM 51.9 million.
3.) FYE 2022 : RM 89.8 million with Net Profit RM 53.5 million.
4.) FYE 2023 : Rm 37.787 million with Net Profit RM 15.527 million..
5.) FYE 2024 :
>> 👉1QR : RM 14.2 million with Net Profit RM 12.4 million.
>> 👉2QR : RM 13.1 million with Net Profit RM 8.4 million.
B ) LSS4 50MW Solar Project in Penang is COD on August 2023 with 25 years TNB PPA ( increased from 21 years ).
1.) QR ended September 2023 :
Revenue : 3.3 Million , Loss ( RM 1.4 Million)
2.) QR ended December 2023 :
Revenue: 4.3 Million , Loss ( 0.4 Million )
3.) QR ended March 2024 :
👉Revenue: 5.3 Million , Profit RM 0.96 Million … 18%
4.) QR ended June 2024 :
Revenue : 4.8 million, Profit RM 0.4 million.. 8.33 %
👉( Note : Loss is due to Depreciation.)
C.) CGPP 30MW Solar project is awarded on August 2023 to Jaks consortium with 2 partners ( Jaks holding 51 % ) …COD is scheduled by 4Q 2025 .
Jaks Shl be benefited on the EPC contract also .
CGPP winners can sell RE electricity directly to end user / customer, but thru TNB power grid as TPA ( Third Party Access ) . CRESS details is expected to be announced in September 2024 , but the Mulling charges is announced oredi on 22/8/2024 .
800 MW CGPP winners even can sell RE electricity cross border.
D.) LSS5 2000MW Solar Project, EPCC value is estimated RM 7.2 Billion, tender RFP dateline is brought forward to 25/7/2024 from December 2024 ):
Jaks partner again with CPECC ( Vietnam 1200 MW Power Plant partner 70 % ) >>> Jaks 51% : CPECC 49% , tendered 200MW ….. Land : 1730 acres in Terengganu is leased from TDM .
E.) CAGR : 3Y + 29.9 % TTM + 28.4 %
3 days ago
Jaks Gearing ratio
>> Vietnam Power Plant is a Capital Intensive Project with Value USD 1.87 Billion ( RM 8.7 Billion) ..
Construction is started on 2016 , 2 unit Power Plant final COD on January 2021 :
Jaks Gearing Ratio :
See Jaks insiders had been monitoring n controlling the Gearing Ratio in a Healthy Level :
> FYE2015 : 0.80 X
1.) FYE2019 : 0.43 X
2.) FYE2020 : 0.34 X
3.) Referred to FY23 , 1 QR ended March 2023 : 0.375 X
4.) Referred to FY23 , 2QR ended June 2023 : 0.362 X
5.) Referred to FY23 , 3QR ended September 2023 : 0.352 X
6.) Referred to FY23 , 4QR ended December 2023 : 0.350 X
7.) 1QR ended March 2024 :
Gearing Ratio = 0.293X
8.) 2QR ended June 2024 :
Gearing Ratio = 0.303X
3 days ago
HAHAHAHA?
IN MAY 2021 TOLD ALL TO GET OUT OF GLOVE
ALL IN 🌴 CHUN CHUN
WAHAHAHA
CHUN CHUN
SEE
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
3 days ago
Haha recap on Jaks :
A) why Jaks profit from Vietnam Power Plant did not generate much FCF ( Free Cash Flow ) :
1.) Allocated in FCF Growth as Investment in Joint Venture and served as some kind of security on Loans ( although CPECC did the financing ) as Vietnam Power Plant is with BOT 25 years. ( Built- Operate- Transfer).
2.) Non current asset of Investment in Joint Venture is increased from :
> March 2016 = 128,297,000
TO
> June 2024 = 943 ,960,000
3.) 1.96 billion loans ( excluded interest) to be repaid in 10 years , starting 2021 :
Each year repaid loan amount = 0.196 billion
2021 to 2023 , 3 years = 0.588 billion
> 1.96 billion- 0.588 billion = 1.37 billion ( loans balance as at January 2024 ) .
>> Investment in Joint Venture as on June 2024 = 0.94 billion
👉Looks like the security on Loans is getting sufficient as JHDP is paying Dividend from yearly to half yearly as on June 2024 .
3 days ago
Calvin tells all please read with open mind
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2016-12-18-story-h1449597130-What_other_i3_investors_forum_members_said_about_Calvin_Tan_unsolicited
3 days ago
Haha as posted during 2020 .. Conartist Callvin promoted average 4 stocks per month since Became Conartist from 2017 ( 2016 is Negative views commentator) … 1 year promoted 48 stocks… before Ran Road on December 2020… with Highest record 15 stocks per month !🤣🤣🤣
3 days ago
Haha Pokkai Conartist why so Pokkai until cannot afford a Cruise Ship ticket.. need to told Lie by Lie !🤣🤣🤣😱
3 days ago
These ones tell us what?
Read with open mind
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h1535448033-What_other_i3_Forum_Friends_Continue_to_Say_About_Calvin_Tan_Even_now_i
3 days ago
Haha as usual always a Big Cannon in Promoting… he played his Kon maths … add up NFCP budgeted funding n IR4 funding to Promote Netx !
3 days ago
Haha I had been debated against Conartist Callvin since September 2019 until today …
3 days ago
Haha even cannot afford a new hphone .. during 2020 saying his hphone is down .. after 2 days Sandrakkc posted a hphone no for recruitment… 9 days later posted the old hphone no is Up … chased by Ah Long ke !🤣🤔
3 days ago
Haha because Conartist Callvin bullied me as a Newbie with a Rape photo in his blog on 2020 to show how Superb class n untouchable he is !
3 days ago
Haha why the part time pastor Conartist Callvin in Netx dared not post religious content for Promoting.. as Admin did not allowed n aka id are not effective in flag report after Netx n TG case !
3 days ago
Haha recalled Big Cannon Conartist Callvin promoted Naim with land sale with Dividends.. but did not mentioned in 2 Dividend payout … after the 1st Dividend.. he MIA oredi !
3 days ago
Haha during Conartist Callvin promoting Netx … his partner is Stockraider.. Konartist sslleee later appeared in Netx to bail out Stockraider telling lies on my Question on the Insas WB wayang …. Then Konartist sslleee said stockraider won 1 Myvi in Netx RI n Warrant .. Stockraider said won 2 Myvi .. then Klon the wayang script on Insas RI : PB n WC .
After Konartist sslleee appeared in Netx .. his Kon gang with aka id appeared to promote Netx … from Tunepro , Pasukhas , Hengyuan , Petronm , Bplant !
2 days ago
Haha oh Stockraider invested RM 5000 in Insas WB play wayang with Conartist Callvin!
2 days ago
buying Tsh now is just like buying Ijmplant (Rm1.86):bplant (57 sen): or Jtiasa (63 sen)
so cheap
how to miss
2 days ago
"just happily added more Tsh at Rm1.08"
You are happily increasing your portfolio but many are wondering why other oil palm counters like KLK, SDG and Jtiasa have already shot up so much over the past few weeks while TSH remains stagnant.
2 days ago
Hahaha
I will buy when prices are cheap
Few days ago bought Jtiasa at Rm1.16 and Rsawit at 25 sen
Much earlier bought Thplant at 57 sen low
Since all up i did not chase but buy laggard Tsh
2 days ago
Calvintaneng; "Since all up i did not chase but buy laggard Tsh"
Why did you not pick the "all up" plantation stocks to buy earlier? Not very clever is it? You can now sell the "all up" stocks in exchange for more TSH. I can exchange 1 JTiasa for 1.2 TSH after making the reverse switch some 3 months back. Laggard TSH will remain so unless its Nusantara lands can be monetized and that dream is fraught with uncertainties.
1 day ago
Good ideas to take note
1. According to Wahab
"Rm4,000 to Rm4,500 will be the new normal for Cpo"
2. While palm oil demand grows by 3% to 5% yearly production is stagnant
3. On the other hand more and more palm oil estates in Mt Austin Area Johor are cleared for housing. From every direction palm trees are cut down to make way for new houses
Also in Sedenak large swath palm lands are cleared out and turned into Mushrooming Data Centers.
At this rate of lightning speed Housing, Data Centers and Solar Farm will replace Palm oil estates in Johor and other parts of Malaysia and Indonesia as both industrialised
Will Cpo cross Rm5000 mark and reach Rm6,000 one day?
Nobody knows however, the chance of Cpo falling back to Rm2500 range looks quite impossible
40 years ago in Batu Road we can buy 3 good durians for Rm10
Those good old days are gone
Most durians are sold for 3 for Rm100 today
So will be palm oil
It can only go up
1 day ago
Long ago crude oil was sold for Usd3 per barrel. The West bullied the Arabs and suppressed not until...
Not until?
Not until The Arabs formed Opec and Crude oil prices jumped to Usd10. Then to Usd30 and on to Usd50
Usd50 was the new normal. In certain times crude oil even crossed Usd100. Who would have thought when crude was Rm3 one future day it could trade above Usd100 per barrel?
So now the new normal for crude is Usd50 to Usd100 range (never go back to Usd3)
By the same token Indonesia chagrined by the West constant attack is now turning Cpo into B40 (mandatory which is enforced by law) and from there it will go up to B50 plus eventually to B100
By the time B100 is implemented more than 70% of all Cpo produced in Indonesia will be Biofuel
The unthinkable scenario will come then
Just as Crude oil no longer cheap like Usd3 per barrel what will be the new normal price for Cpo in future?
1 day ago
Tok Mat said of Bplant, " planting ....on gold mine lands"
And so planting palm oil no longer viable if the underlying lands can serve higher purpose.
So Ltat was instructed to take Bplant private at Rm1.55
After that?
Bplant sold Kedah lands to Kedah Industrial Park for Rm333,000 per acre (all 1,200 acres out of 220,000 acres owned by Bplant)
A check with Bplant book value tells us their holding cost only Rm30,000 an acre
That means Ltat made more than 1,000% profit just by selling these lands
Before that Bplant sold more than 1,500 acres in Kulai to Ytl power for building Data Center cum solar farm
Another 500 acres was carved out for housing enclave near Kajang by Boustead the Property arm
Already 3,000 acres of oil palm will disappear for forever
Very hard to increase palm oil acreage but very easy to see palm oil lands converted to Industries, Data Center, Solar farm and new townships everywhere
So wealth is generated by harvesting ffb. But where development catches up
Hey presto!
Just sell palm oil lands for 3X, 5X or up to 10X profits
1 day ago
Calvintaneng ; What's with all the drivel? Can't give a decent rebuttal so post a ton of hopeless information to show how learned you are? You can't get away with such diversions anymore. Some of us here have an eye out for your tricks.
1 day ago
Berlin:
No. No wasting to to reply as i holding Tsh, Rsawit, Thplant, Jtiasa, Hs Plant, Taann, Ioi corp, Bumitama, Goldenagri, First Resources, Wilmar and other palm oil shares
Just hold for the ongoing bullrun
1 day ago
Rm4,868 fcpo now
All upstream palm oil will do very well
https://www.tradingview.com/symbols/MYX-FCPO1!/
1 day ago
Calvin TTP, you often claim that TSH needs a CPO price of RM2,000 a ton to break even. Assuming total production of CPO amounts to 200,000 tons this year and average price is RM3,800 per ton, TSH's profit before tax from the production of CPO alone would amount to RM360 million. Its EPS this year should be close to 20sen. Let's see if it can achieve this feat.
1 day ago
Haha as usual Conartist Callvin the Big Cannon…Jtiasa insider said CPO Production cost is below RM 3000 / ton .
—-
Posted by prudentinvestor > 29 minutes ago | Report Abuse
Calvin TTP, you often claim that TSH needs a CPO price of RM2,000 a ton to break even. Assuming total production of CPO amounts to 200,000 tons this year and average price is RM3,800 per ton, TSH's profit before tax from the production of CPO alone would amount to RM360 million. Its EPS this year should be close to 20sen. Let's see if it can achieve this feat.
1 day ago
Haha after Thailand is banned CPO export … just the chain effects…
Earlier Malaysia export duties highest is 8 % .. Effective from 1 November the highest is 10 % !
QR ended December 2024 shl be affected !
USD to MYR Chart
-8.19%
(1Y)
US Dollar to Malaysian Ringgit
1 USD = 4.38105 MYR
Nov 2, 2024 at 04:27 UTC
Malaysia and Indonesia hiking export taxes
Published 29th October, 2024
Higher export duties set to be introduced by leading palm oil producers Malaysia and Indonesia are expected to increase demand for the commodity, according to a report by The Star.
Effective from 1 November, Malaysian crude palm oil (CPO) prices of between RM3,601-RM3,750 (US$828-US$862)/tonne would be subject to an export duty rate of 8.5%. Prices ranging from RM3,751-RM3,900 (US$862-US$897) would be taxed at 9%; RM3,901-RM4,050 (US$897-US$931) at 9.5% and more than RM4,050 (US$931) at 10%, the 24 October report said.
1 day ago
Haha During Indonesia CPO export Banned .. inflation rate is getting High n Cooking Oil price is hike , and need money for Biodiesel subsidise … thus export banned is cancelled.
This round on Thailand CPO export Banned ..
Thailand bans export of raw palm oil until December
November 1, 2024 at 11:07:30
Thailand's Department of Internal Trade has temporarily banned the export of raw palm oil due to reduced production caused by drought and plant diseases.
13 hours ago
For year 2020 when Supermax was Rm3.00 Mikecyc talked 3 talked 4 and people called him Mickey mouse. he missed Supermax bull as it powered up over Rm20 and split by bonus
Now Fcpo Rm4,868 had palm oil will 🚀 up still want to waste time talk 3 talk 4???
better buy palm 🌴🌴🌴🔥🔥🔥
faster before all miss the boat
10 hours ago
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.
4 hours ago
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!
3 hours ago
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CS Tan
4.9 / 5.0
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
This biggest con of all con is Con mouse
Bluff here bluff there ask people buy insolvent jaks (jaws) finally kena conned himself into a.corner
3 days ago