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2024-08-16 12:47 | Report Abuse
PublicInvest ceases coverage on TSH Resource due to slow growth, sluggish FFB yield
By Faiqah Kamaruddin
May 21, 2024 @ 11:02am
KUALA LUMPUR: Public Investment Bank (PublicInvest) is ceasing its coverage of TSH Resources Bhd due to the company's limited growth prospects and sluggish fresh-fruit bunches (FFB) yield.
The firm said it is reallocating its internal sources to other sectors.
Investors should no longer depend on any of our financial forecasts for TSH Resources in making investment decisions, nor infer any adverse opinion as a result of our decision to cease research coverage," said PublicInvest.
In a research note today, PublicInvest said FFB production growth is anticipated to be subdued this year due to the sale of plantation assets in Indonesia and Sabah (13,214 hectares) over the past two years.
"Additionally, the average age of the plantations is increasing (currently 13.4 years old), and FFB yield remains low due to insufficient replanting activities in recent years," PublicInvest said.
Additionally, TSH Resources encountered significant crude palm oil (CPO) taxes when exporting its CPO products due to the current unfavourable CPO export tax policy in Indonesia.
"During the first quarter (1Q), it incurred a lower Indonesian export levy of RM20.3 million compared to the first quarter of financial year 2023 (1QFY23) of RM26 million," it noted.
👉The company has assigned a 'Neutral' rating to TSH Resources with a target price of RM1.02 for its final call.
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2024-08-16 09:27 | Report Abuse
Oh , need to repeat ke … I bought HRC at RM 4.40 , 200 share only …. Did not sell even Petronm latest QR is bad before HRC QR at 4.55 to 4.60 , as for case study :
1) See Sslleee Crack here Crack there Crack his Head at both Petronm n HRC
2) referred to sslleee idol Conartist Callvin in TSH .. what is the result of did not cutwin at range 1.80 but following his call keep averaging down every 10 sen down ..
P/s : I had predicted Petronm n HRC Point 3 n Point 4 correctly when sslleee asked me .
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2024-08-16 08:59 | Report Abuse
I had predicted Petronm n HRC Point 3 n Point 4 correctly when sslleee asked me ..
Oh when ssleee promoted Petronm at RM 7.00 in Insas … I am posted is in Point 1 peak Range … ethical Sifu 3iii posted Market is on Sale …
Note : Point 1 - Peak Range … Point 2 - Slide down … Point 3 - rebound with Swing Swing Swing … Point 4 - Down trend …
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2024-08-16 08:20 | Report Abuse
Several Nvidia customers are expected to launch new AI products and set up data centers by early next year, and this delay can cause significant disruption to their plans.
Google is estimated to have placed an order of more than 400,000 GB200 chips. Meta has also placed a similar order, while Microsoft wants at least 55,000 chips for OpenAI by the first quarter of next year
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2024-08-16 08:14 | Report Abuse
Updated Nvidia is understood to be delaying shipments of its Blackwell GPUs until the first quarter of 2025, and it appears the problems may be due to the complexity of the chip-on-wafer-on-substrate (CoWoS) packaging tech that TSMC is using to manufacture the next-gen hardware.5 Aug 2024
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2024-08-16 08:11 | Report Abuse
AirTrunk launches AI-ready data centre in Malaysia
The centre will focus on accelerating the energy transition and supporting energy reliability.
Runjhun Pathak. 30 July, 2024
https://www.investmentmonitor.ai/news/airtrunk-launches-ai-ready-data-centre-in-malaysia/?cf-view
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2024-08-16 08:09 | Report Abuse
Microsoft to Expand Data Centre hub in Johor, Malaysia
By Helen Sydney Adams
June 14, 2024
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.
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2024-08-15 17:15 | Report Abuse
Current Ratio 1.26
Debt-Equity (DE) Ratio 1.08
FCF Yield 34.41 %
Revenue QoQ 3.43 %
Revenue YoY 21.73%
Profit QoQ 68.28 %
Profit YoY -35.89 %
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2024-08-15 12:54 | Report Abuse
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 : 1st Half Revenue RM 17.47 million with Net Profit RM 33.19 million.
>>👉 1QR is Profit RM 14.08 million , 2QR is Profit RM 19.11 million , 3QR is Rm 7.15 million…4QR is Loss ( 24.8 million )
👉👉 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.
( Note : Vietnam Power Plant Joint venture company is 30 % equity.. an associate company) .
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2024-08-15 12:46 | Report Abuse
Jaks
1.) Vietnam Power Plant Share of Profit n Dividends :
2020 : RM 3.8 million ( 1 Power Plant is COD on Nov 2020 )
2021 : RM 140.7 million ( The 2nd Power Plant is COD on January 2021 ) .
2022 : RM 156.2 million , Dividend RM 70.0 million
2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M , 3QR = RM 35.862 M , 4QR = RM 34.503 M plus Dividend RM 27.386 M
2023 : RM 131 million , Dividend RM 27.385 million
Total Share of Profit = RM 431.703 Million
Total Dividend = RM 97.386 Million
Total = RM 529.089 Million
> Share of Profit in QR ended March 2024 =
RM 32.384 million
>> G. Total = RM 561.463 million
Jaks 30 % share in Vietnam Power Plant Joint Venture invested ard RM 600 Million.
( RM 400 million is from the Profit of Construction of the Vietnam Power Plant)
Initially PayBack 8 to 9 years ..
Referring to the Grand Total , PayBack period is by 2024 .. ie : from 2021 to 2024 ~~ 4 years ..
👉From Vietnam Power Plant 1200 MW EPCC RM 8.7 Billion started on October 2016 ,
Payback period is 8 years.
按照购电协议，电力售价将随原料价格波动。意味着业务盈利贡献获得保证。Jaks管理层曾透露内部回酬IRR介于12%，PAYBACK PERIOD为8至9年
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2024-08-14 21:14 | Report Abuse
Jaks
Investment in Joint Venture:
( & PPE )
QR ended
> March 2016 = 128,297,000
( PPE = 19,269,000 )
> March 2019 = 197,171,000
> March 2020 = 362,479,000
> March 2021 = 601,150,000
( note : Profit from Construction of the Power Plant is ard RM 400 Million .. Final COD on January 2021 )
> March 2022 = 748,656,000
> March 2023 = 829,105,000
( PPE = 273,041,000 )
> September 2023 = 897,378,000
( PPE = 299,238,000 )
> December 2023 = 904,495,000
( PPE = 296,599,000 )
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2024-08-14 21:13 | Report Abuse
Jaks non current asset
Refer QR ended March 2023 :
Non Current Assets :
PPE. 273,041,000
Investment Properties 594,321,000
Investment in Joint Venture. 829,105,000
—
Refer QR ended June 2023 :
Non Current Assets :
PPE. 278,626,000
Investment Properties 590,929,000
Investment in Joint Venture. 861,417,000
===
Note : Compared 2QR to 1QR >>
A) PPE : increased RM 5,585,000 👍
B) Investment Properties : Decreased RM 3,392,000 👍
C) Investment in Joint Venture. : Increased RM 32,312,000 👍
—-
Refer 3QR ended September 2023 :
Non Current Assets :
PPE. 299,238,000
Investment Properties 587,546,000
Investment in Joint Venture. 897,378,000
—-
Jaks
Refer 4QR ended December 2023 :
Non Current Assets :
PPE. 296,599,000
Investment Properties 584,206,000
Investment in Joint Venture. 904,495,000
—
>> 1QR ended March 2024 :
Non Current Assets :
PPE. 294,107,000
Investment Properties 587,948,000
Investment in Joint Venture. 936,836,000
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2024-08-14 14:02 | Report Abuse
Sea Ltd
Quarterly financials
MAR 2024
DEC 2023
SEP 2023
JUN 2023
(USD) Mar 2024 Y/Y
Revenue 3.73B 22.8%
Net income -23.66M 126.87%
Diluted EPS -0.04 126.67%
Net profit margin -0.63% 121.72%
Operating income 71.09M 70.76%
Net change in cash -274.28M 777.47%
Cash on hand - -
Cost of revenue 2.18B 34.24%
Stock: [TSH]: TSH RESOURCES BHD
2024-08-16 15:53 |
Post removed.Why?