stockraider 31527 posts | Posted by stockraider > Mar 6, 2023 11:23 AM | Report Abuse Johnchew is acting like a fool, when there is obvious opportunity in tsh loh! |
Investformilkmoney 949 posts | Posted by Investformilkmoney > Mar 6, 2023 11:31 AM | Report Abuse Johnchew is mikecyc. He may quietly buying also |
Johnchew5 10178 posts | Posted by Johnchew5 > Mar 6, 2023 11:55 AM | Post removed. Why? |
stockraider 31527 posts | Posted by stockraider > Mar 6, 2023 11:57 AM | Report Abuse My advice to John chew....DO NOT ACT LIKE AN IDIIOT LOH! Plantation sector is coming mah! |
Balian de Ibelin 13601 posts | Posted by Balian de Ibelin > Mar 6, 2023 1:36 PM | Report Abuse its red coz the Fake Pester is dumping ... |
StartOfTheBull 7352 posts | Posted by StartOfTheBull > Mar 6, 2023 2:09 PM | Report Abuse It is more looks like raider raiding (as the name suggests) every forum by using his keyboards instead. LOL |
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ 12639 posts | Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > Mar 6, 2023 5:17 PM | Report Abuse Why is TSH priced at 1.08 today and not a multiple of this, as calvintaneng so generously or kindly predicted? |
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ 12639 posts | Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > Mar 6, 2023 5:19 PM | Report Abuse How do you value a company? The intrinsic value of a company is the discounted value of all its future free cash flows. |
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Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ 12639 posts | Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > Mar 6, 2023 5:35 PM | Report Abuse What is the total asset of TSH? RM 2.96b What is the equity of TSH? RM 1.9b My assumptions: What is your estimated earning for TSH annually for the next 5 years? RM 70 m to RM 100 m annually. What is your projected growth in earnings for this company over next 5 years? little to minimal growth What is your projected sustainable dividends yearly? RM 20m to RM 35m yearly What is the market cap of TSH today? RM 1.52 b (Price RM 1.08 per share) Today, TSH is trading at PE range of 15 to 21.7 Anticipated annual DY ranges 1.3% to 2.3% ROA 2.36% to 3.4% ROE 3.6% to 5.3% |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 6, 2023 7:25 PM | Report Abuse Why you come here? asking so many questions ? Do you intend to find the truth about Tsh or to find fault ? Go call up Tsh management and get their answers better or else better to back to your Dlady |
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ 12639 posts | Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > Mar 6, 2023 8:32 PM | Report Abuse >>>> calvintaneng Why you come here? asking so many questions ? Do you intend to find the truth about Tsh or to find fault ? Go call up Tsh management and get their answers better or else better to back to your Dlady >>>> calvintaneng is repeating and lacks originality. calvintaneng phoned Penelope of Netx and the spunned a long story to promote his stock. We all know the story and outcome. Unsurprisingly, I honoured calvintaneng as the hero of Netx fame. Perhaps, a naked one today. Less rhetoric. Please focus on business and its fundamentals. Don't be arrogant. Stay humble always. |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 6, 2023 9:26 PM | Report Abuse The very fact your ID is arrogant like this you claimed to have integrity ? why not tell people Calvin also picked Opcom and Redtone which are part of Nfcp and do you know Opcom CEO is a member of Eagle Group ?? are you really financially intelligent ?. are you so industrious ?.then why got so much free time to be a busy body? |
King_trader_shadow 224 posts | Posted by King_trader_shadow > Mar 6, 2023 9:40 PM | Report Abuse I just wonder bro, what is Eagle Group? Are you a fund manager ? |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 6, 2023 9:49 PM | Report Abuse Good question Eagle Group was started at the behest of Ms Wendy Low, one of Calvin's contacts during the Glove Bull run She suggested starting a group chat. Since Calvin saw the danger of rising challenge from China glove competition Calvin told all to sell gloves and switched to palm oil |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 6, 2023 9:51 PM | Report Abuse Those who took heed and get out of glove by end 2020 have saved from losses up to 90% crash from peak prices |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 6, 2023 11:48 PM | Report Abuse This evening just bring this to mind 1. Tsh has received part 2 payment of Bulugan land sold about Rm302 million cash in January (too late for Feb 2023 results ) and this will be reported as 21 sen cash of which 13 sen is profit including profit from operation the figure could be 17 sen profit more or less |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 6, 2023 11:49 PM | Report Abuse 2. By now in principle Tsh is debt free and cash rich And from this year Tsh can follow Inno example of giving good dividends |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 6, 2023 11:50 PM | Report Abuse 3. Plus overall Tsh has sold two assets in Sabah and Bulugan and unlocked almost Rm1 Billions cash It has 94700 acres of land in Nusantara now in land boom any future sale will unlock even more value |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 6, 2023 11:52 PM | Report Abuse in other words Tsh is now debt free with good earning potential plus deep appreciating assets of value thus making it a value growth plus dividend stock |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 7, 2023 12:36 AM | Report Abuse Stop telling lies Bulugan land sold resulted in 8 sen dividend go read up latest qtr results |
Healthy 62 posts | Posted by Healthy > Mar 7, 2023 9:35 AM | Report Abuse any insider news for resigned officer ? u know the story behind ,please share ......thank you |
OneOracle 442 posts | Posted by OneOracle > Mar 7, 2023 9:38 AM | Report Abuse Palm oil may climb into a range of 4,418 ringgit to 4,459 ringgit, as it has broken a resistance at 4,343 ringgit per tonne. The resistance is identified as the 161.8% projection level of a wave 3 from 3,851 ringgit. This wave now has a better chance to extend into 4,575-4,647 ringgit range. The drop triggered by the resistance at 4,418 ringgit last week is regarded as a pullback towards the Jan. 3 high of 4,276 ringgit. The pullback may have completed as palm oil has been recovering steadily from the drop. A break below 4,271 ringgit could be followed by a fall into 4,155-4,227 ringgit range. On the daily chart, the contract is riding on a wave C from 3,721 ringgit, which is expected to travel into a range of 4,510-4,998 ringgit range. Palm oil logs fourth weekly rise on flooding woes An inverted head-and-shoulders is taking shape, which will be confirmed when the resistance at 4,510 ringgit is broken. It will suggest an aggressive target of 5,787 ringgit. |
Johnchew5 10178 posts | Posted by Johnchew5 > Mar 7, 2023 11:02 AM | Report Abuse 陈顺风资源末季少赚29% 派息2.5仙 受棕油与棕仁油低售价拖累,陈顺风资源(TSH,9059,主板种植组)截至2022年12月31日第四季,净利从6383万9000令吉,跌29.11%至4525万7000令吉。... 23 Feb, 2023 20:37pm - 1 week ago Sinchew |
Johnchew5 10178 posts | Posted by Johnchew5 > Mar 7, 2023 11:03 AM | Report Abuse “Inventory levels are thus expected to stay range-bound for much of 2023. Therefore, palm oil prices should stay relatively firm, and we maintain our 2023 and 2024 CPO price forecast at RM3,800 to RM3,500 per tonne.”24 Jan 2023 |
Johnchew5 10178 posts | Posted by Johnchew5 > Mar 7, 2023 11:04 AM | Report Abuse PUTRAJAYA, Jan 12 (Bernama) -- The crude palm oil (CPO) price in 2023 is expected to range between RM4,000 and RM4,200 per tonne as compared to RM5,087.50 per tonne in the previous year, said Malaysian Palm Oil Board (MPOB) director-general Datuk Dr Ahmad Parveez Ghulam Kadir.12 Jan 2023 |
OneOracle 442 posts | Posted by OneOracle > Mar 7, 2023 2:50 PM | Report Abuse 2022 FEB Employees Provident Fund Board 44,671,148 3.24% 2023 Employees Provident Fund 67,280,000 4.87% Seems EPF is secretly buying back TSH. 1.6 million share more will become substantial shareholder again. |
OneOracle 442 posts | Posted by OneOracle > Mar 7, 2023 2:54 PM | Report Abuse Those who say TSH will not benefit from Indonesia biofuel mandate can read these old but still relevant news. TSH Resources set to gain from Indonesia’s biodiesel mandate https://www.theedgemarkets.com/article/tsh-resources-set-gain-indonesias-biodiesel-mandate KUALA LUMPUR: TSH Resources Bhd’s large exposure to Indonesia puts it in good stead as the republic ramps up its biodiesel mandate to B25 in 2019. With the Indonesian government’s push to make it mandatory for biodiesel to have a bio-content of at least 25% beginning 2019, the consumption of palm oil in the highly populated country is only going to grow, according to TSH group managing director Datuk Tan Aik Sim. Indonesia has planned to increase its biodiesel mandate from its current rate of 20% to 25% from 2019. The B25 could double Indonesia’s consumption of palm oil — the raw ingredient for fatty acid methyl ester — to between 5.5 million and six million kilolitres in 2019, according to a news report citing Indonesia’s New and Renewable Energy director Rida Mulyana. This bodes well for TSH’s long-term growth strategy, as the group has strategic land bank in the country suitable for the cultivation of oil palm. “Many are saying that Kalimantan has millions of hectares (ha). But the truth is, Kalimantan has vast land area, but the ones that are strategic for plantation are not easy to come by now. But for TSH, we have the avenue to do it (plant),” said Tan. The group has a total plantation land in Kalimantan and Sumatera in Indonesia and Sabah in Malaysia measuring 99,523ha. A total of 54,232ha are unplanted estates in Indonesia. Of the group’s total hectarage, some 42.3% are planted and spread out with a weighted average age of 8½ years. It operates seven palm oil mills after the latest one in Sumatera started commercial run early this year, with a total production capacity of 2.4 million tonnes and an average utilisation rate of 80%, Tan guided. “We had bought these land [earlier], with the long-term view of developing it progressively. 0 seconds ago |
kl_guy 1389 posts | Posted by kl_guy > Mar 7, 2023 3:54 PM | Report Abuse look live very less free float around. Maybe MR chairman has total control now. total volume is very low |
imbravo 78 posts | Posted by imbravo > Mar 7, 2023 4:05 PM | Report Abuse Yes, TSH will spike... |
OneOracle 442 posts | Posted by OneOracle > Mar 7, 2023 5:16 PM | Report Abuse www.klsescreener.com/v2/news/view/1121903/malaysia-s-blueprint-for-biomass-to-be-ready-by-july-says-fadillah-yusof PH is very friendly to plantation sector . Will heavy develop downstream of plantation sector. Even EPF chairman is on board Sime plantation board. You think next sector to push is which sector so that EPF can give good dividend next year? Sime Darby Plantation Appoints EPF CEO To The Board www.businesstoday.com.my/2023/02/17/sime-darby-plantation-appoints-epf-ceo-to-the-board/ |
Johnchew5 10178 posts | Posted by Johnchew5 > Mar 7, 2023 6:28 PM | Report Abuse High 1.100 Low 1.080 Open 1.090 Volume 4,317 |
stockraider 31527 posts | Posted by stockraider > Mar 7, 2023 8:01 PM | Report Abuse The div of TSH consider very good mah! |
Johnchew5 10178 posts | Posted by Johnchew5 > Mar 8, 2023 6:54 AM | Report Abuse 2) Resignation of Principal Officer :
A) ED Tan is resigned on June 2022
B ) Ex CFO is resigned on June 2022
C) CFO Tan whom is appointed on June is resigned on 4/8/2022 ….
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Johnchew5 10178 posts | Posted by Johnchew5 > Mar 8, 2023 7:31 AM | Report Abuse 4. Time-Bound Plan 4.1 Year of first RSPO P&C certification (planned or achieved) 2016 4.2 Year expected to achieve 100% RSPO certification of estates and mills. 2021 4.2.1 If target has not been met, please explain why. No changes made to the previously submitted ACOP declarations 4.3 Year expected to achieve 100% RSPO certification of Scheme/Plasma/Associated smallholders and Outgrowers. 2023 4.3.1 If target has not been met, please explain why. - 4.4 Year expected to achieve 100% RSPO certification for all FFB, regardless of source. 2024 |
OneOracle 442 posts | Posted by OneOracle > Mar 8, 2023 7:45 AM | Report Abuse EV car producer is going into price war death spiral mode. Squeezing their profit margin thinner and thinner. Same to their suppliers. |
SEE_Research 4566 posts | Posted by SEE_Research > Mar 8, 2023 8:52 AM | Report Abuse 0 |
Johnchew5 10178 posts | Posted by Johnchew5 > Mar 8, 2023 9:45 AM | Post removed. Why? |
SEE_Research 4566 posts | Posted by SEE_Research > Mar 8, 2023 11:08 AM | Post removed. Why? |
Johnchew5 10178 posts | Posted by Johnchew5 > Mar 8, 2023 11:22 AM | Post removed. Why? |
Johnchew5 10178 posts | Posted by Johnchew5 > Mar 8, 2023 1:20 PM | Post removed. Why? |
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ 12639 posts | Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > Mar 8, 2023 4:35 PM | Report Abuse >>>> Blog: TSH RESOURCES & ITS GOLD MINE LANDS IN NUSANTARA: THE NEW CAPITAL OF INDONESIA, Calvin Tan 2022-03-30 21:40 | Report Abuse FANTASTIC CONFIDENCE DIRECTOR TAN AIK YONG (IN TOP 16 & TOP 24 POSITIONS OF TSH: SEE TSH ANNNUAL REPORT TOP 30 SHAREHOLDERS) HAS JUST GOBBLED 16 MILLION SHARES OF TSH AT RM1.64 THAT IS OVER A WHOPPING RM26 MILLIONS IN A SINGLE PURCHASE) TOMORROW JUST SELL OTHERS AND GO "ALL IN" TO TSH Final decision is yours See https://klse.i3investor.com/web/insider/detail/D_164991_3044377266 >>>> >>>> Blog: TOP 10 POWERFUL REASONS WHY PALM OIL BULL RUN WILL RESUME THIS AUGUST 2022, Calvin Tan 2022-08-01 11:22 | Report Abuse Buying Tsh now to earn easy money now is effortless Tsh boss bought from Rm1.09 to Rm1.79(he no selling ) he again bought all the way down to 99 sen so now we see Tsh boss buying up 500,000 shares (was 150,000 shares last round ) why he buy more ? answer: because he knows Tsh very cheap now he will buy at Rm1.05 he will buy at Rm1.10 Rm1.20 Rm1.30 Rm1.40 Rm1.50 and he will buy even higher SO HOLD TIGHT EVERY PRECIOUS TSH SHARES SEE ALL AT THE TOP! >>>>> |
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ 12639 posts | Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > Mar 8, 2023 4:54 PM | Report Abuse CPO price moved upwards in March 2022 and reached a peak in March 2022. It remained high till June 2022 and then dropped to its lowest in October 2022. It has risen slightly from its lowest since. The share price of TSH followed very closely the rise and fall of CPO prices. It rose in March 2022 to its peak of 1.77 to 1.81. From April 2022 to July 2022, we saw a steep decline in its share price from 1.81 to 0.96. It has climbed a bit since to 1.08. Yes, it has also declared a dividend. >>>> >>>> Blog: TSH RESOURCES & ITS GOLD MINE LANDS IN NUSANTARA: THE NEW CAPITAL OF INDONESIA, Calvin Tan 2022-03-30 21:40 | Report Abuse FANTASTIC CONFIDENCE DIRECTOR TAN AIK YONG (IN TOP 16 & TOP 24 POSITIONS OF TSH: SEE TSH ANNNUAL REPORT TOP 30 SHAREHOLDERS) HAS JUST GOBBLED 16 MILLION SHARES OF TSH AT RM1.64 THAT IS OVER A WHOPPING RM26 MILLIONS IN A SINGLE PURCHASE) TOMORROW JUST SELL OTHERS AND GO "ALL IN" TO TSH Final decision is yours See https://klse.i3investor.com/web/insider/detail/D_164991_3044377266 >>>> When was calvintaneng enthusiastic or hot on this TSH stock? March 2022! my dear calvintaneng continues to not learn from his many earlier adventures into his promotions of previous stocks. |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 8, 2023 7:12 PM | Report Abuse brain damaged 3iii come here talk about Tsh the great stock while his dlady now collapsing |
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ 12639 posts | Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > Mar 8, 2023 7:38 PM | Report Abuse Once again, calvintaneng should go back to his basics and analyse why he continues to find himself stuck in mud repeatedly. Only a fool fails to learn from his mistakes. It is obvious to me, at least, the majority of players in TSH lost money. Only calvintaneng huffs and puffs, hoping hot air can lift his balloon. Would be lovely if calvintaneng of Netx fame will share his valuation of any of his stock? Meantime, when calvintaneng goes low, we shall not follow him, as we wish to remain high in our dignity. |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 8, 2023 7:53 PM | Report Abuse hahaha telling people how high in dlady at Rm70 and now fallen below Rm29 Remember this he that is low needs fear no fall |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 8, 2023 7:58 PM | Report Abuse Tsh versus Dlady 1. Tsh is selling at discount below Nav with margin of safety dlady is far above Nav with no margin of safety 2. Tsh cash position gets better and better while Dlady cash position deteriorating from bad to worst 3. Tsh is giving it's best ever dividend while Dlady shrink it's dividend to little or nothing 4. Tsh profits get better while Dlady report a loss By all yardstick of Eps, Dividend and discount to Nav Tsh beats dlady handsdown |
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ 12639 posts | Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > Mar 8, 2023 9:10 PM | Report Abuse >>> calvintaneng Tsh versus Dlady 1. Tsh is selling at discount below Nav with margin of safety dlady is far above Nav with no margin of safety >>>> Why is DLady selling at a premium to its NAV and why is TSH selling at a discount to its NAV? >>>> 2. Tsh cash position gets better and better while Dlady cash position deteriorating from bad to worst >>>> DLady has a huge capex ahead. It had distributed a lot of dividends over many years. It has to use its generated cash to fund its capex: hopefully this will be enough and it need not have to raise funds through borrowings or through the capital market. Accordingly, dividends are cut. TSH borrowed a lot to grow. But its ROE is so low. Cost of capital is higher than its Return on its capital. Selling asset and monetising this is a good move by its management. It pared down its debts substantially. Otherwise, with the increasing interest rates in future, its business might be harmed. Its business future growth is unlikely to be exciting. >>>> 3. Tsh is giving it's best ever dividend while Dlady shrink it's dividend to little or nothing >>> The normalised earnings of TSH will remain flat. One off other income from selling off assets may excite calvintaneng (seems to be a recurrent stimulant for him in many counters: he never learned well), but this is non-recurring. It is one off, and you cannot use it in your DCF analysis of intrinsic value. ;-) Those in DLady has to be patient and can only see, hopefully, light at the end of 2 or 3 years. You invest into the long term earning power of a company. I cannot assess this for you, as it is based on your own analysis. Do you believe in the management ability to deliver? Are the major shareholders bailing or ploughing more into DLady? What are the SWOT of DLady going forward? Remember Carlsberg. There was one year when Carlsberg did not pay dividend. They had a very valid reason for this. They used the dividend to acquire its business in Singapore. This acquisition has paid off for Carlsberg to date. Similarly, the huge capex of DLady will mean no or meagre dividends for DLady shareholders going forward. You should still focus on the business of DLady. Will it be in the position to generate increasing healthy profit which translates into healthy free cash flows? 4. Tsh profits get better while Dlady report a loss Yes, calvintaneng is excited for the short term. >>>> By all yardstick of Eps, Dividend and discount to Nav Tsh beats dlady handsdown >>>> |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 8, 2023 11:22 PM | Report Abuse The secret of Tsh or all palm oil co can be likened to fast food co success They have bought prime assets with loans The fast food turnover brings in cash to service the bank loans Once the bank loans are fully paid then The Assets are no longer liabilities but turned into real tangible assets One day the assets become the main focus as fast food sale play 2nd fiddle The gain from asset appreciation far exceeds the profit from fast food sale by manifold |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 8, 2023 11:26 PM | Report Abuse Like this In Singapore long ago Yeo Hiap Seng had factories along Upper Bukit Timah road bottling soft drinks for sale After many years they have settled all bank loans plus city has grown to reach Bukit Timah Then the land use is too precious for factory use So YHS closed the factory and converted them to expensive high rise condo and reap a fortune |
calvintaneng 53110 posts | Posted by calvintaneng > Mar 8, 2023 11:27 PM | Report Abuse This concept of land banking while doing business is still in its infancy among investors as they do not know lands can and do increase in value by leaps and bounds |