please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

If we lose and only lose little and if we gain we gain alot should be the hallmark of investing


That is why we must

1. Rule number one: Never to lose money



2. Rule number 2
Rule number 2 is to remember rule number one: Never to lose money


Above by Sifu Warren Buffet

Number 3 by Calvin Tan

3. He that is low needs fear no fall



Buy when it is cheap and sell at discount

Take care not to lose money first then only think of a gain

Remember


Return of capital more important than return on capital

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

Told all to sell 50% when up and switched to Palm oil when HDD theme up

the only HDD not up and ok is Dufu which is pure HDD player

whoever sold Notion and bought into 🌴 is safe

Dufu is pure HDD while Notion only got 23% HDD


Notion should do well as Data Centers and Ai will need lots of HDD

Norway Sovereign Fund still in Top 30 of Dufu

Calvin already told all Notion only 23% HDD while Dufu 80% to 90% HDD

the HDD theme play top choice is Dufu and then Jcy

that is why Norway Sovereign Fund is in Top 30 of Dufu

Tsh has prime good lands in great locations near Greentech Ind park of Bulugan just like Bplant got lands in Kedah near Kulim Industrial park

Kedah Govt bought 1,200 lands from Bplant for Rm333 psf (book value Rm30 psf) 1,000% more


Tsh also got 94700 acres near Ikn Nusantara just like Bplant got Balau estate in Semenyih

Now they are converting them into New Townships

In Kedah Bplant land book value was Rm30 psf while Tsh Bulugan Kipi land book value only 38 sen psf

Kulim Hightech park is small in comparison to Kipi Tanan Kuning Greentech park

Bodohinvestor don't know why Dbs Bank, Uob bank and Malaysia Public Mutual Funds and Eastspring Fund only buy Tsh Resources and not Kseng or gek sim

public mutual funds total invested shares in TSH makes it Top 8 holders of TSH
beating Dbs bank spore with 38 million TSH shares in TOP 10

TSH RESOURCES AUGUST 2024 RESULTS: A Look at its Latest Balance Sheet, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-22-story-h-153359913-TSH_RESOURCES_AUGUST_2024_RESULTS_A_Look_at_its_Latest_Balance_Sheet_Ca

LTAT took Bplant private when its last and final result showed only 0.68 profit

When JCorp took Kulim private at Rm4.10 (From Rm2.50)

Kulim even reported 2 final qtr results in losses

See

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=2675185


From here we see Oil Palm companies got a Unique Advantage over all

ITS LANDS AFTER A TIME WHEN RIPE WILL REAL GOLDEN WINDFALL as DATA CENTER, SOLAR FARM, INDUSTRIAL PARK OR EVEN NEW TOWNSHIPS

TSH RESOURCES AUGUST 2024 RESULTS: A Look at its Latest Balance Sheet, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-22-story-h-153359913-TSH_RESOURCES_AUGUST_2024_RESULTS_A_Look_at_its_Latest_Balance_Sheet_Ca

Year on Year

Tsh results almost doubled


https://www.klsescreener.com/v2/news/view/1379453

https://theedgemalaysia.com/node/723828

Palm oil got structural booster

Indonesia now turning to B40 from B35 will soak up more Cpo

Less Cpo with inelastic demand will support Cpo prices

Good for all 🌴🌴🌴

Additional

Sop also full of value

It has 300,000 acres of lands in Sarawak plus it has a p/e only 7

Sop is very undervalue as well

Yes i think facbind is part of the undervalue groups

1. Facbind
It has net cash far more than price
Long term holders must wait for a good privatisation price

2. Ekson
Ekson has liquid investments far more than its price
Ekson insiders accumulating slowly
Like Facbind Eksons another candidate to be taken private

3. Mphbcap
It has both cash and lands
Its lands in pengerang, mimaland and Penang island now immense value

So Thai owner is giving Rm1.70 to take it private (actual value Rm2.50 to Rm3.00)

4 Bplant
Its trees are old but its value is in its high value lands

Bplant sold about 1,500 acres to Ytl power to do data center and solar farm

After Ltat took Bplant private it sold 1200 acres lands in Kulim to Kedah Govt for Kulim Hightech park for Rm333 psf (book value Rm30 psf) so Ltat made 1,000% profit

Latest in Balau Estates in Semenyih
Boustead building Balau homes with over 500 acres of Balau lands

So boustead privatised price of Rm1.55 is simply too low (should be Rm4 to Rm5)

Buy the best of the best will be these

Rsawit (172500 acres)
Thplant (220000 acres)
Wtk (got 20,000 acres land in Baram book value 1 sen psf)

Tsh resources
94700 acres in ikn nusantara
13,335 acres in bulugan green tech park

26,000 acres in Sumatra

Above all
Over all

Beyond all our wildest dream is buying this

Super value stock called

Tsh Resouces

Lee Yew

Better hold Tsh till Rm2.00

Then only sell some and hold some for higher

Why you so short sighted

It took bplant few years

It will also take time for Tsh as well

All who can wait will be rewarded just like bplant and better

Tsh will also outperform

Same goes for banks as do you think you can buy at lowest and sell at highest?

But the facts remain

Bplant outperforms

Bplant buy call 57 sen
After a total of 24 sen dividend

Cost only 33 sen

Ltat took Bplant private Rm1.55

So from 33 sen to Rm1.55
Bplant is up 369% or 123% per year for 3 years

Next will be Tsh resources

This Bplant made 369% is better than many banks


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-04-12-story-h1563301593-PALM_OIL_JEWEL_BPLANT_OR_BOUSTEAD_PLANTATION_5254_BPLANT_HAS_DEEP_VALUE

Do not tell lies

Eagle group was Formed in year 2020

Eagle Vision First Mover on palm oil 🔥 🔥 🔥

Netx was not a part
Netx was part of the Nfcp Which got Redtone, Opcom and Next

Redtone up by over 150% and Netx down but still did not go bankrupt like Serba or Utusan

So we are on right track

Palm 🌴 🌴 🌴 will now be the best and safest

Yesterday Seagate, Western Digital and Nvidia all up

Today Dufu down?

So?

Best time to buy Dufu

Naysayers should desist on negativities as people here invest in what they have chosen

or else we have the right to resist give response

As for all the negative and the positive the sum total is still very positive or else why people still want to join Eagle group today

Instead of people leaving Eagle Group more are joining

And buying 🌴🌴🌴 as the most defensive group of shares for these reasons

1. Since palm oil shares did not go up much they will not fall much in a coming crisis

2. The rise of diesel cost by 52% in Peninsular will impact stocks of property, construction, consumer stocks, logistic and many others in West Malaysia
so high cost of operation will eat into their profits

in Sarawak and Sabah no diesel prices price hike so not affected esp palm oil stocks like Tsh, rsawit, Wtk and Sop

3. Trump in power will impose 10% tax worldwide and will impact Export stocks to USA
for palm oil the market is not USA but India and China are two major buyers


4. since Cpo now Rm3700 to Rm3800 and cost of Cpo production only Rm2000 Mt there is good margin of profits

as such palm oil is defensive

so we stay safe and invested in 🌴🌴🌴 🔥🔥🔥

Talk is cheap

These are the true figures

On Sept 2013

Pm Corp was 15 sen
Dlady was Rm46.30

Now Pm Corp is 18 sen
Dlady is Rm32.02

In this period Pm Corp gave 8 sen cash payout while dlady has shrunk its dividend

This is the truth
All can check and double check the figures

And see this


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-12-03-story242906-THE_PROBLEM_OF_3iii_IS_HE_HAS_TUNNEL_VISION_IN_INVESTMENT_HE_CANNOT_SEE_WHAT_OTHERS_SEE

Eagle77

Your malediction against Tsh backfired

Tsh is up

Your smtrack is down

https://klse.i3investor.com/web/stock/overview/0169

Refreshing to see people working hard


Not idle talkers

https://youtu.be/7Q0_vXxMYAw?si=PsBiY1w1JLO23W_l

More good news

They minimise red tape for investments in ikn nusantara

https://en.antaranews.com/news/323059/ikn-task-force-can-speed-up-investment-in-nusantara-minister

Ok enough with idle time wasters

Time for productive news

President Jokowi

Already got over 400,000 acres in North Kalimantan

Now he will invest more in Ikn Nusantara


http://www.thejakartapost.com/opinion/2024/08/21/analysis-prabowo-an-ikn-investor-vows-more-investment-to-follow.html

Big problem of 3iii is he too gaypoh

And talk against others good SIFUs to the detriment of investlah newbies as a result they got no proper guidance to buy good shares

Instead to go punting bad shares like patimas and sumatech

All gone bankrupted

Main cause

Iiinvestbodoh = www.investlah.com

bodohinvestor only think short term earnings


see Kulim was taken private at Rm4.10 (from rm2.60}

even though final 2 Qtrs were negatives


see


https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=2675185

don't tell lies

Calvin sold Notion earlier and bought more Dufu

See

https://www.pcworld.com/article/2431876/thats-why-hdds-are-far-from-being-a-thing-of-the-past.html

hear more gossip


some bad or good comments ?


see for yourself


https://boston2.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-10-08-story-h1479209416-More_unsolicited_comments_on_Calvin_Tan_Research_by_kind_people_in_i3_I

is the Research genuine or not


quickly see

see clearly


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h1535448033-What_other_i3_Forum_Friends_Continue_to_Say_About_Calvin_Tan_Even_now_i

failures ?

quickly read what people say about failures


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2016-12-18-story-h1449597130-What_other_i3_investors_forum_members_said_about_Calvin_Tan_unsolicited

so?

so what happened to kseng or Gek sim?

why Tsh up and gek sim down ?

dlady results out

year on year profit dropped

now this result reports April to June qtr

and results can only get worst as June 2024 implement diesel
price rise


sell dlady faster as results will get from bad to worst


https://www.bangkokpost.com/world/2807834/malaysia-begins-diesel-subsidy-reforms-prices-to-rise-50-monday