TH PLANTATIONS BHD

KLSE (MYR): THPLANT (5112)

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Last Price

0.65

Today's Change

-0.015 (2.26%)

Day's Change

0.64 - 0.665

Trading Volume

853,700

Market Buzz
Discussions
7 people like this. Showing 50 of 2,084 comments

SCM2023

calvintaneng, i sold off my Dayang on 12th March and purchased THPlant following your analysis. Hope i gain more from THPant but yesterday alone lost Dayang opportunity cost of RM0.13

2024-03-14 08:38

EngineeringProfit

Can claim back from Calvin corp, why worry? 0.13- only right?

(That time, I sold THplant to buy Dayang- earned profit$ ....hehe- you were they buyer lah at that time)

2024-03-14 08:42

AhHuat168

the stock might go further down, watch out

2024-03-14 18:32

calvintaneng

The stock?
Can also suddenly go limit up if Tabung Haji announce a takeover

2024-03-15 08:39

newbietrader9

dip a little more & I'm in

2024-03-15 15:41

newbietrader9

0.8 should be achievable

2024-03-15 15:42

AhHuat168

told you guy already, this stock will go further down, may be due to recent CPO price going down

2024-03-19 15:25

calvintaneng

Cpo still over Rm4200

Even if Cpo at Rm3500 Thplant making good money

Thplant used to have low cost of Cpo at only Rm1,463 per ton in those days
Now with high fertilizer, sukuk loan and labour its cost has gone near Rm2500

But fertilizer cost has come down and so profit will go up
Thplant has started to increase dividend which is a good sign

2024-03-20 08:45

Johnzhang

FY2024 is likely to see quick significant improvement in Profit .
Reasons are :
(1) Revenue will increase by double digit arising from higher FFB production and higher realizable selling price .
(2) higher fair value gain compare to 2023
(3) lower cost of production due to 50-60% drop in fertilizer and pesticides prices

2024-03-29 13:31

Johnzhang

Significant improvement in profit will drive share price substantially higher .
All you need is conviction and patience for 9-12 months.
Just my view .

2024-03-29 13:34

Johnzhang

When THplant makes substantially higher profit, you can be sure that dividends will be correspondingly higher . Lenbaga TH needs as much dividend as possible to even sustain 3% interest payments to its depositors . Same case like Bplant before .

2024-03-29 13:40

Johnzhang

CPO spot month closed at RM4,462 today !

2024-04-02 20:13

miracle_trader

also if you see the latest annual report, the CEO said they r open to the possibility of unlocking value of their plantations. anyway, dun want to reveal much more, let those ppl continue sell, i will buy more.

2024-04-02 21:56

SCM2023

Will this company end up being taken over likes Bplant?

2024-04-03 13:52

AhHuat168

tomorrow dividen ex date, most likely will go down again?

2024-04-04 18:23

Johnzhang

If there is plan to unlock the value of its assets, the controlling shareholder will likely privatize it.

2024-04-04 19:03

AhHuat168

If privatization take place, it is quite unfair to us as minority shareholders.

2024-04-04 19:25

Johnzhang

Fair or unfair privatization depends on what price is being offered .

2024-04-05 06:44

speakup

Fgv already so long talk about privatisation but no happen also.
Mphbcap already so long talk about privatisation also no happen also.

2024-04-05 07:45

Johnzhang

Controlling shareholders of FGV and MPHBcap may not privatize the companies at all. Also true that nobody is going to give us advance notice of the privatization plan , if they exist .

2024-04-05 09:22

AhHuat168

Give 0.02 dividen today, but the price drop until 0.71, this is not a good sign, im afraid this stock sudah habis goreng, will continue go south

2024-04-05 11:51

Albukhary

Don't worry..
More n more hot money have been withdrawal from US market and all these money is coming to Asia.
Today you may feel disappoint when you see the share price drop, but in long term you will regret why you didn't accumulate more at this stage.
I strongly believe Malaysia stock market will enter into a Bull Run, so everything is cheap now, just hold and continue to accumulate, especially for good fundamental stock that have profit, price below NTA, owned a lot of value asset like land....etc.

2024-04-05 11:59

AhHuat168

ALbukhary, hopefully you are right. Lets hold and wait for bull market soon.

2024-04-05 12:37

Johnzhang

THplant is potentially the highest profit growth plantation stock for 2024 (against 2023’s earnings). Hopefully this will drive stock price to $1.20/-.

2024-04-10 07:07

miracle_trader

john is smart, can see. most ppl cannot see that the worst is over for TH plant. need to have patience, will break new high above 1.20

2024-04-10 11:20

AhHuat168

Gosh, what happen now? th keep going down

2024-04-16 11:18

EZMONEY13

Go down means i can buy some

2024-04-17 09:22

calvintaneng

BUY SOME?

SURE CLEVER!!

MKHOP IPO AT 62 SEN VERSUS BPLANT, HS PLANT, THPLANT, RSAWIT, JAYA TIASA, TAANN & TSH RESOURCES: COMPARE & CONTRAST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-23-story-h-182939331-MKHOP_IPO_AT_62_SEN_VERSUS_BPLANT_HS_PLANT_THPLANT_RSAWIT_JAYA_TIASA_TA

2024-04-23 06:24

acnca84

oo ok

2 months ago

acnca84

oooo

2 months ago

acnca84

kan dah cakap ok

2 months ago

Johnzhang

Q1 FFB production increased 15% yoy. Coupled with substantially lower fertilizer cost (hence production cost), the increase in profit for FY2024 should be very encouraging.

2 months ago

Investformilkmoney

Does it have anything to do with recent AGM?

2 months ago

daretocutandchange

holpfully dispose assets can get approval soon

2 months ago

Johnzhang

The predominantly upstream producers have reported substantial increase in Q1 2024 profit against same period of last year .
SOP: +80%
Swkpltn +60%

Will THPlant come out with substantial improvements? I think it will .

1 month ago

kohcl130562

Hopefully, it can hit 80sen

1 month ago

miji

to the moon tomorrow

1 month ago

Johnzhang

CPO is over $4,000 again ! Without extraordinary losses, predominantly upstream plantation should do very well this year .

1 month ago

kohcl130562

Why is the CPO related counter still stagnant despite the good performance???

1 month ago

mf

Dow Jones

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NASDAQ Composite

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1 month ago

Johnzhang

Malaysia 1-31 May vs 1-30 Apr palm oil export (in mt):

*AmSpec: 1,404,719 vs 1,144,100 (+260,619 or up 22.78%)*

ITS: 1,481,916 vs 1,213,525 (+268,391 or up 22.12%)

1 month ago

x_abe81


TH Plantations to work with Cenergi SEA for 1.2MW biogas power plant in Kluang, Johor
TH PLANTATIONS CENERGI RE
KUALA LUMPUR: TH Plantations Bhd has partnered with Cenergi SEA Bhd to undertake the development, construction and operations of a 1.2 megawatts (MW) biogas power plant in Kluang, Johor.

The project will be executed through a joint venture between THP Applications & Services Sdn Bhd and Cenergi RE Sdn Bhd.


TH Plantations chief executive officer (CEO) Mohamed Zainurin Mohamed Zain said the biogas power plant is targeted to be operational in 2026.

1 month ago

Johnzhang

Plantations can be potentially significant renewable energy players in mid to long term . Palm oil wastes to energy, vast landbank for solar energy, CPO for biodiesel etc ,

1 month ago

ScotFree

Pure dividend play. Price won't go up much

1 month ago

Johnzhang

It’s share Price YTD +42%, 1M +12%, 1W +9%.
Not bad leh …
I think there is more upside to come …

2 weeks ago

ScotFree

May dispose certain assets. New CEO in charge

1 week ago

calvintaneng

WHOLE WORLD PALM OIL IN BULL RUN: WHEN WILL MALAYSIA RESEARCH HOUSES UPGRADE PALM OIL SHARES FROM NEUTRAL TO OVERWEIGHT? Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157019176-WHOLE_WORLD_PALM_OIL_IN_BULL_RUN_WHEN_WILL_MALAYSIA_RESEARCH_HOUSES_UPG

1 week ago

Johnzhang

As the push for green energy is the way forward, you will see more plantations to diversify its land use into renewable energy. IOI , JPG and more to come..

PETALING JAYA: IOI Corp Bhd is currently evaluating potential landbank monetisation for some of its aged plantation land areas for renewable energy (RE) development, says RHB Research.

The research house said in a report that some that could be suitable would include a 2,000ha to 3,000ha land in Tangkak, Johor and 1,000ha in Pahang.

“The company could potentially rent the land as well as operate solar assets, either on its own or with a joint-venture partner,” it added.

4 days ago

Johnzhang

Plantations can generate continuous streams of earning from optimizing low performing land bank .

4 days ago

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