Adcool, I already said one fund did an SBL last Weds (6 July). Technically, the fund didn’t sell but you should know SBL, right?

As for the two significant hits today, who knows? Maybe one or two long term retailers decided enough is enough. One was exactly 100k units, the other I didn’t bother check details. Fyi, I actually didn’t really check until my remisier informed me coz I told him to monitor and update me.

Adcool, there were 2 significant trades today and both happened just before noon. Both hit bids that brought it down below 96. And I don’t consider these 2 hits as big enough actually. The rest are nibbles

You can see today’s trades are all retailers….. Big hint.

The time has come…

Skoh, still got wood?

A fund did a SBL last Weds. I was informed it will be only that time until the whole plantation scenario plays out. The fee was acceptable. Shares returned

If Kelvin topped up his margin account to prevent a margin call, then it is actually good; otherwise we’ll see a really nasty drop in price

My apologies about my post yesterday saying Kelvin bought yesterday. I read an announcement yesterday evening and thought he bought yesterday but actually it was for Weds

I already said weeks back that Kelvin has been margin buying. Looks like he didn’t buy yesterday. Could it be that he had to top up his margin account due to loss to prevent a margin call? I personally think so…

Look, I want TSH to go up. In fact, I want ALL counters to go up but we all know that a Blade Runner 2049 world ain’t gonna happen in 27 years’ time

I’ve been patient with this fella but I really think he’s lost it. He should think seriously about shutting up, quietly take a loss, admit it and therefore hopefully build a new bridge to regain (better) respect in order to make more money. For him. For his, erm, “followers”

Adcool, I’ll talk a bit about margins tmrw. Tired already. Netflix. Then the sack

You’re officially nuts

Not later he use margin to buy. He’s been margin buying every single time using RHB

He may be negotiating with other IBs for better deal

Kelvin buying using shareholders money as well as using margin. He’s not buying using his own money. When was TSH’s IPO? He knows the game. I said this before in a hidden way…

I will do some rebalancing this weekend. We see what’ll happen tomorrow

21 May in the last, sorry

Go back to 19, 20 and 20 May 2021…..

Adcool, he bought but meh…

Dompeilee, you’re inferring Malaysia’s economy’s gonna be like Sri Lanka? No way

Anyway, this TSH thread hella shitty for a long time. We got both brinksmanship as well as gamesmanship

But I keep checking in here lol

Aiks, now I noticed folks here talking bout real estate values…? 30 years in this biz :)

Generally speaking, real estate values double every 7-10 years. Inflation not not considered. Location super important. Those that queued to buy Bandar Utama link houses all the way back then just to flip them made lot$

1. I said before TSH’s “plantation assets” are tradeable
2. TSH selling/trading one now
3. TSH buy up Inno, make MGO, take it private. Inno have no real assets
4. TSH’s crown jewel, which they are extremely unlikely to sell even on a leaseback basis, is their Damansara Heights asset. Their HQ. Formerly Ekowood HQ before TSH took it private

Standing daily purchase order of 500k shares, no more no less, regardless of market sentiments…

Aisey, now you call me Tony. Only 3 persons call me that… :)

I dunno bout me upsetting him in TSH. I don’t check these kinda things. Strangers. I let them be unless I need to correct mistakes

I now have doubts bout the reason PSA is here :

1) Transnational
Nadzmi company. Go figure

2) Gets Global
Azizzudin company. Go figure even more

I’d met with both these companies in not-so-recent years. Re Nadzmi… it was with his Transocean CFO, even visited their run down Prai and Georgetown assets… Azizzudin, met with their manager in their Sri Hartamas office… if you only know Azizzudin…

Analyse all you want. I invest and I trade. You want to be a saviour or a portender of doom, go right ahead. I’m a well learned reader of Michael Covel’s trend following

Peace, PSA. As always, we shall see, huh?

Lol… a post about a 500K increase ahahahaha. I can’t stop laughing

Nvm, continue continue. I entered a bunch in a construction company today (my hint early today), so I just watch this thread to learn more about Schadenfreude!

Eh, brother from another mother… got my stock hint this morning or not lah? All this TSH talk noisy lah, might as well kacau here by posting other stocks, hahaha :D

First of all, this bugger see research’s posts are damn annoying to even look at and scroll right down w/o reading on mobile. Even Calvin’s a bit more easier to just scroll thru!

Secondly, fee already collected by one fund I know so I expect a bit of sideways. Doubt next earnings report will show any significance in share price movement

Third, boogie woogie for the rest of this week market-wide

Lastly… the fastest I’ve ever driven a car was 240kmh. I had a free sex change then

This TSH thread is one for the ages…

Skoh, hint ;)

Skoh, yeah. Direct to the point. Compare volume there and here. Margin transfer over there due to placement. Smart boss.

PSA, go research RHB’s 2021 stock picks

Not sure if RHB have ever covered Serba before

I guess what you’re really saying is a reminder of what we’re all here for, the stock market

I suppose it’s a case of “Where’s the trust, eh?” (I think it’s a line from some movie…)

Oh I forgot you mentioned that counter’s fundamentals re borrowings, PSA

You mentioned their “creeping” borrowings. Look at cash, check short vs longterm borrowings, look at equity vs liabilities (the former trouncing the latter = good leverage), look at *retained earnings*

Yeah, they’re pretty stingy with divs historically but they do pay (check float)

PSAi3alert, sorry for earlier buggy posts. Blame i3! I sure this post gets thru!

Regarding that counter :
The A&P rent calls share the same A&P vendor since before IPO. Renewals secured for 2021 after the first MCO. People still exist, eyeballing of ads still happen. The two brothers working on managing and expanding. Supermarket tenant recently secured. e-Logistics have been happening, will continue to happen (research various logistics players, REITs, funds in logistics) and will likely be a mainstay coz folks are geeting lazier :)

Digital A&P is a driver and focus for that company due to higher margins

Thanks for noticing, remembering and researching. Cheers!

Give up. Later

Try again ya

A

Argh!

Bloody mobile i3!

Anyway, PSA, the A

PSAi3Alert, wow you’re keeping track of that counter back from the time I first mentioned it, huh?

For one of their bus terminals, rent collections from A

Vtrade… SBL

My trusted fund manager “friend” finally agreed to meet me yesterday

He very very rarely reply my text messages (which I completely understand, but he also understands why I ask him questions anyway)

He said what happened last Weds was solely for collecting a fee. He said the fund, for the foreseeable short term future, is unlikely to do it again

Hope you guys understand what I’m trying to say

Dunno what are the brothers’ plans. I’m not even thinking bout privatisation coz I doubt it. I think a whole lot of things are up and down wrt TSH and their listed shareholders. I personally think the brothers want EPF out and talks have been underway for quite some time. If indeed a takeover is offered, I’m inclined to think a possible TCO rather than a MGO; the brothers may offer a reduced price. Just my thinking

Jeez, what a thread

You’re an examined person, Calvin

You may not have laid the egg but you have cheered the egg. Which can be extremely tough

It’s like being the daddy instead of being the mommy, eh?

I’m not impressed by your constant promotions. Like i said, I can scroll

But I have to admit your self-restraint when it comes to extreme and consistent criticism against you is admirable

Just think about how those big buggers can trade their holdings…

Well, you’re still wasting time with him by checking him, his past as well as present and mentioning him

“Tikus feed” fuels the market. You look down on “small timers”again because you are so frigging rich and want to get richer… well I know what to do

Cmon dude. I dare you to delete your post

Calvin, you better don’t mention Complete Logistics. Met one of the boss’ right hand man months ago. 9 counters by boss at last count. Keep at eye on those 9. The boss trades quite a few of them

Anyway, made a mistake in my long post above re “EPF’s last trade”. I meant “last trade announcement as substantial shareholder”

I’m gonna ignore all the stuff posted here yesterday, today and almost certainly tomorrow

I had answered PSAialert here with a hint when he posted a week or so ago (not sure, old jor) he was puzzled who kept selling during the price fall. I said a shareholder still held (at the time) 60M shares

Adcool paid attention (I think) and prolly checked and replied that it was EPF

PSAialert then quickly replied referencing TSH’s AR2021 announced in *APRIL* saying EPF owns bout *44M shares*

In Feb this year, the second to last trades done by EPF on TSH revealed they sold but CAREFULLY still held that crucial 5.04%. That announcement also revealed EPF still held 69M shares. Sell date 16/2, announcement date 22/2

On 22/2 announcement by TSH revealed that EPF sold on 17/2 just enough to be considered no longer considered a substantial shareholder. This was the last trade done by EPF when they became a unsubstantial shareholder

I’ve posted before here why EPF can choose to sell and no longer be a substantial shareholder

I suggest checking all the times/dates I mentioned above wrt EPF

I dunno what is EPF’s margin holdings in TSH, same as I dunno LTH’s. Both are margin accounts understandably. Both sold and sold during the fall due to margin as well as CPO news/headwinds. I know this as fact. I have yet to see these two taikos transferring one margin account to another based on better deals for them at the current scenario

As it is and as always been, i3 is not about sound advise but for entertainment! :)

Lol this fella always start with “haha” and always hahahaha all the time

Good lah you Mikecyc, keep it up!

Nice computer screen there, huh Mikecyc?

Weechi, it’s called Schadenfreude. Most children tend to develop this behaviour right after they encounter a lot of interactions eg. after they go to kindergarten. And so, here we are, the grown ups who were children once…

Actually, the biggest usage of palm oil for me personally are the oil lamps in my prayer room! Way way more than for cooking! Think of all the Buddhist temples! :D :)

Is that an invitation for a date, Calvin?

Agree with Eastern686… this dompeilee is good. Noticed him before. Don’t often post on hindsight < this is important!

Hahahaha. Ahahaha Calvin. Know lah the difference between a joke that invariably come up multiple times in a public forum and that of a “lie”

Get out more often, man :)

Lol you really believe I’m 87 ah?!

But wrt TSH, I just want answers to my questions. Calvin obviously can’t. Dunno if anyone here thinks my questions are important or not. They should be. If you are an INVESTOR

Calvin boasting a bit lor. Like I will do now :

Uzma boss house when I visited (never met him tho)? Very open style. No fence, no gate. Back then lah. Now dunno shifted already or not

But PSA repeated my question. And round and round we go regarding this whole thing that we call a dynamic stock market

I just keep my counsel for various counters (altho I have do that in a Telegram groupchat). I can say a counter *looks* to be doing well financially but some IBs don’t allow DF for that counter (my remisier answers my questions on various things as long as he’s permitted to. And then IBs allow DF for counters that lose money qoq and yoy. You go figure what I’m trying to say….

Calvin, I am very familiar with EPF’s style but only thru my limited time-constrained checking; I’m 87 yo, my back is killing me, this i3 is like some frigging disturbance and I can only check so many counters….

:D

I’ve physically met with EPF reps. I posted that here before