We feel very happy to know Spore and Malaysia Top Bank Analysts have picked Tsh


1. Uob Bank (Spore) is in Top 7 of Tsh with 46.4 Million Tsh shares

2. Public Mutual Funds total 3 funds add up to be in Top 8 of Tsh

3. Dbs Bank (Singapore Biggest Bank) has just bought 38 million Tsh shares to be in Top 10

Their Analysts know why their Banks should commit so much funds to buy up Tsh shares

(So begone naysayers!
We will dumb dumb hold Tsh with these Top Banks)


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-25-story-h-182876873-TSH_RESOURCES_9059_2023_ANNUAL_REPORT_SHOWS_A_WONDERFUL_COMPANY_WITH_AM

Another good reason to hold Tsh

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-15-story-h-154218826-A_LOOK_AT_TSH_RESOURCES_9059_5_YEARS_FINANCIAL_RESULTS_SHOW_IMPROVING_F

I will dumb dumb hold Tsh for these 3 reasons

1. Diesel price rise by 52% in Peninsular will cause all to see higher cost of production, procurement and transport

One guy who owns a Toyota Hilux diesel told me his previous full tank cost of diesel was Rm180

After price rise cost is Rm250

So all companies operating in West Malaysia will now be impacted by higher cost which eat into their overall performance

Since Tsh totally in Sabah and Indonesia there is no 52% diesel price hike

2. Trump in power will tax all exporting goods to Usa (except Hdd/ssd companies like Jcy/Notion/ Dufu)

Since Tsh deals with palm oil it is safe as its major markets India and China (not Usa)

3. Govt imposing 20% return for all leasehold plantation on lease renewal will impact Tsh the least as its majority palm oil (96%) is located in Indonesia (only 4% in Sabah)

So we keep to safety 1st


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-16-story-h-154165970-RISE_OF_DIESEL_PRICE_BY_52_CAUSED_PROPERTY_CONSTRUCTION_AND_OTHERS_CUT_

do not kacau Tsh or we also go post in kseng?

ok or not?

why ah?

https://en.m.wikipedia.org/wiki/Julius_Baer_Group_controversies

extra news on Julius Baer

https://www.finews.com/news/english-news/59162-alleged-launderer-assets-julius-baer-credit-suisse

More Julius Baer News

https://en.m.wikipedia.org/wiki/Julius_Baer_Group_controversies#:~:text=Recent%20allegations%20have%20implicated%20Julius,former%20Russian%20minister%20of%20information.

See what Wikipedia said about Julius baer


https://en.m.wikipedia.org/wiki/Julius_Baer_Group

see these facts


Julius Baer Bank is top holder of Keck Seng

see

https://www.marketscreener.com/quote/stock/KECK-SENG-MALAYSIA-20699151/company-shareholders/

see these facts


Julius Baer Bank is top holder of Keck Seng

see

https://www.marketscreener.com/quote/stock/KECK-SENG-MALAYSIA-20699151/company-shareholders/

Oh correction

Kseng 9000 acres if surrender 20% means 1800 acres

Tsh 6000 acres in Sabah in 20% taken will be only 1,200 acres (not 1,500 acres)

By per centage Kseng ( gek sim leow) will lose 20%

For Tsh?

Hmm?

1,200 acres / 150,000
acres
= 0.8% only

So fortunate turn of even for Tsh

They say ," Heaven got eyes'

Hahaha
So funny and ludicrous


This 20% ruling on leasehold lands taken away on renewal impact Kseng (9,000 acres) rather than Tsh 150,000 acres

Why?

Answer:

KSeng 9,000 acres all in Malaysia whereas for Tsh only 6,000 acres in Malaysia (rest of 144 acres got the opposite wind of fortune)

So Kseng will see 1,800 acres taken away while for Tsh only 1,500 acres are affected

Moreover,

In Indonesia 94,700 acres which are located near ikn nusantara will be extended to 190 years for attracting investors

What a change of so good fortunate windfall for Tsh

Tsh so bash down now rewarded by heaven

Only Transgrid people disposing

Just wait till they finish selling then we add more

Notion, jcy and dufu all up

Dc Center theme still in play

Notion rebounded strongly

Jcy and Dufu will follow

Notion rebounding from lows now will see both Jcy and Dufu rebound as well

Well done Notion!

Those who bought in fear now rewarded with sharkfin, lobster and abalone!

Since Tsh's Palm oil estates in Sabah only 6,000 acres (refer Bursa)
Out of 150,000 acres it is only 4%

So to take 20% out of 4% on renewal is only less than 1%

Very negligible

And will be very good for Tsh

If total Malaysia palm oil lands of so many many millions reduced by 20% that will lead to even lower palm oil production as more palm oil lands taken away for housing or other purposes

Plus President Probowo going to implement B50 will take even more Cpo out of market

In that case we should see Cpo prices rise above Rm4,000 MT permanently

Who knows?

Cpo might even go above Rm5000 MT again or higher in future due to scarcity

Happy day of rest today

Let's listen to an important message by Dr Bob Jones III
https://youtu.be/3puIO3lYTN4?si=vWtxBg0aECL1cbav

https://youtu.be/-QvR2_f8seY?si=ATjeg3mt16bvsc5r

https://youtu.be/WVm-PYRbzIM?si=y34l5qAqwmIJho7t

Intel' s failure to change with the times causing layoff

https://timesofindia.indiatimes.com/technology/tech-news/over-700-intel-employees-in-this-region-may-face-compulsory-layoffs-with-no-severance/articleshow/112941316.cms

Hahaha

No crisis at all

They willingly let go to Tsh Chairman to be in the Pilot seat

Now he will come out actively to bring Tsh to greater height and success!

See

https://www.thestar.com.my/business/business-news/2024/08/31/kelvin-tan-back-as-executive-chairman-of-tsh-resources#:~:text=PETALING%20JAYA%3A%20TSH%20Resources%20Bhd,phase%20of%20growth%20and%20diversification.

Tsh Bod made inno a great dividend play

But Inno lands all loaned free by Sabah Govt while Tsh bought all its lands by very great effort
By sweat
By Blood
And by fully investing all life savings into Tsh

Listen to this video 10 times (yes listen at least 5 to 10 times)

If you can understand inno success you will know for sure Tsh will also succeed

https://www.youtube.com/live/PDMUaI8-ILI?si=XbLMT38INk4B-J1n

Tsh Bod made inno a great dividend play

But Inno lands all loaned free by Sabah Govt while Tsh bought all its lands by very great effort
By sweat
By Blood
And by fully investing all life savings into Tsh

Listen to this video 10 times (yes listen at least 5 to 10 times)

If you can understand inno success you will know for sure Tsh will also succeed

https://www.youtube.com/live/PDMUaI8-ILI?si=XbLMT38INk4B-J1n

Tsh Bod made inno a great dividend play

But Inno lands all loaned free by Sabah Govt while Tsh bought all its lands by very great effort
By sweat
By Blood
And by fully investing all life savings into Tsh

Listen to this video 10 times (yes listen at least 5 to 10 times)

If you can understand inno success you will know for sure Tsh will also succeed

https://www.youtube.com/live/PDMUaI8-ILI?si=XbLMT38INk4B-J1n

As Tsh turning into a net cash company plus lots more cash coming from operations and further unlocking value by land sale Tsh share price will rise up like Inno, United plant or Klk to be stalwarts

And will give very good dividends like inno

See

https://klse.i3investor.com/web/stock/entitlement/6262

Two pronged strategy to make Tsh into a fast growth stock

1. Planting more palm oil
Tsh has employed former CEO of Ijm plant to spearhead planting

2. Also Tsh building 5 new biogas plant in Indonesia to provide green energy for ikn nusantara

Tsh is also asset play

Sold its palm oil land assets in Sabah to unlock Rm248 Millions cash

Sold its bulugan lands and unlocked Rm500 millions cash

Above only fair assets..

Wait till Tsh sell its gold mine lands in ikn nusantara

94700 acres or 52% the size of Spore landmass of 180,000 acres

Tsh is a Cyclical

As Cpo prices go up Earnings increased to turn balance sheet from net debt of Rm1.46 Billions to cash and cash equivalent of Rm285 millions

Peter Lynch

1977 - 1990

Usd20M = Usd14B

World best performing fund

https://youtu.be/U-6fv09KCDw?si=e4p8-_QjiQARM8uD

Very few Fund managers like Peter Lynch who could invest in 1500 stocks and did extremely well overall


https://youtu.be/jw1S1V4ASQw?si=4VVvttnRCq1LxesL

R.o.e is only one aspects of the 6 category of stocks

Learn to see the whole picture

https://youtu.be/jw1S1V4ASQw?si=TPl8dX3Cft3xyi0z

See this piece in Bulugan Kipi Industrial park

Tsh got 13,335 acres here already more than all Kseng lands of 9,000 acres


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-25-story-h-158750997-World_Biggest_Greentech_Park_land_at_only_38_sen_psf_book_value_Market_

Tsh 150,000 acres are twice that of Penang's 72,900 acre

Why 9000 acres small can amount to how much if revalued?

simeplant got over 1 millions acres and not just 40 year but they got 200 year history


as for hotels no use unless they liquidate them

during Mco so many hotels suffered losses and were foreclosed by banks

plus TA Global Got Hotels as well as Daiman

yet they were taken private at low prices

also Mulpha got hotels and resorts in Australia as well yet price stagnant
kseng overhyped assets already reflected in the price and therefore upside now limited

better let go and don't waste time

Tsh got 150,000 acres or land size twice that tt

These are some facts

Refer to Bursa Annual Report

1. Kseng has less than 9,000 acres oil palm lands
While Tsh Resources got over 150,000 acres

2. Spore Dbs Bank in Top 10 of Tsh but not in Top 10 of Kseng

Why Dbs Bank only invest so much in Tsh Resources and not Kseng???

Why?

See


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-25-story-h-182876873-TSH_RESOURCES_9059_2023_ANNUAL_REPORT_SHOWS_A_WONDERFUL_COMPANY_WITH_AM

This very ignorant naive-investor knows so little

Kseng only got 9,000 acres of oil palms left while commercial properties in North American now in a market crash

Tsh has 150,000 acres (compared to the smallest less than 9,000 acres of Kseng lands)

Even Spore Top Banks know how to invest in Tsh Resources

1. Singapore Dbs Bank has just bought 38 million Tsh shares to be in Top 10

At Top 7 of Tsh is Spore Uob Bank with over 46 Million Tsh shares

Why these two banks are not in Kseng top 30???

BECAUSE THE SPORE BANKERS KNOW TSH FAR BETTER THAN KSENG AT CURRENT VALUE AND PRICE

SEE

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-25-story-h-182876873-TSH_RESOURCES_9059_2023_ANNUAL_REPORT_SHOWS_A_WONDERFUL_COMPANY_WITH_AM

Precisely,

Kseng was Rm1.60 and now almost Rm6.00 therefore no longer cheap

Tsh's potential is now far far better

As for palm oil when we started investing in year 2020/1 Cpo was only
Rm2500 to Rm2600 MT

Now Cpo Rm3,977 there is lots of profit margin

So we stay safe and happy in 🌴🌴🌴 😊😊😊

https://www.tradingview.com/symbols/MYX-FCPO1!/

Hahaha

The lips of truth feeds many

We already see over 9 million page views

Going to be 10 million pp soon

So ?

Netx has the exinda wan equipment

However, management did not focus on it
In any case Netx not bankrupt like Serba, Sumatech or Utusan

What about Redtone which gone up over 100% promoted together with Netx

Peter Lynch said buy a basket of 10 stocks and even if a stock fails the maximum loss is limited to 100%

Maximum gain?

Can be 100%, 600% to
2,000% as in Redtone, Vstec or Hextech

Let's be fair

See childishinvestor has come here to talk down Tsh so many times
We just posted facts in Kseng and also deleted it
.yet he comes here to cry father cry mother

In East Malaysia there is no 52% diesel price hike

Listen
Kseng only holding a very small palm oil acreage at the fringe of Iskandar and their properties in kangar pulai and kota masai face fierce competition from Scientex and Mahsing/Ecoworld

Other hotel properties will also face Trump worldwide tariff

So better buy pure palm oil companies in East Malaysia

Since Kseng doing real estate it will be impacted by 52% diesel price rise

Good question about Hexcap (see we are not afraid to face facts)

Hexcap got two corp exercise

1. Hexcap bought into a Class 7 Construction Co and issued shares to owner

As a result they have 14% hexcap shares (holding all tightly)..

Hexcap also bought 49% of Transgrid Ventures by giving out shares of hexcap in exchange

Again they hold about 14% Hexcap shares

Hexcap also bought directly into Binacom until it managed to gain leadership say in Binacom

For Transgrid Venture husband and wife team they have recently sold Hexcap shares (whatever the reason it is their personal decision) For Eadie Ong he still holding 27% Hexcap shares tightly

Since there is a sell down by substantial holder in Hexcap it offers a wonderful opportunity to slowly average down by buying cheaply

Holiday today

So listen to Jim Reeves

https://youtu.be/um91iJoZ8b0?si=BOswk2qlC-yXjcQd

For every one who come here to post truth or falsehood all can check out the facts

A lying tongue is but for a moment

There is a God in heaven

Better tell the truth

Only what is true will last

Not lying tongues

Everyone who can read knows

This fella said Tsh qtr production Cpo 51,000 tonnes (deliberately omit 205,000 tonnes of Ffb collected)

Study this carefully to see big difference between upstream and downstream


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET

The Upstream producer cost is different from downstream producer

When Ffb or Cpo prices are up the cost for downstream producers go up alot due to high cost of Cpo input

However
They also sell their final product as cooking oil at a much much higher price

Eg
5 Litre cooking oil now Rm30 a bottle or Rm6 a litre

So Rm6,000 MT
Even if their overall cost is Rm2800 to Rm3000 it will still be ok for downstream if they can sell at high price as cooking oil to end consumers