Happy morning all

Seagate good results show increasing demand for HDD/ SSD

Good for Jcy, Notion and Dufu

https://finance.yahoo.com/news/seagate-technology-nasdaq-stx-exceeds-201859418.html

Happy morning all

Seagate good results show increasing demand for HDD/ SSD

Good for Jcy, Notion and Dufu

https://finance.yahoo.com/news/seagate-technology-nasdaq-stx-exceeds-201859418.html

Happy morning all

Fcpo real time now is
Rm4,463

Experts told us earlier that Fcpo will fall in 2nd half of 2024 due to increase of Ffb plus soyoil price down

This is now proven wrong as Fcpo is now near Rm4500 MT

President Probowo being a belligerent advocate of Biofuel will push for B50 and all the way to B100

by then not enough palm oil to meet world demand

when demand unable to be filled Cpo prices will remain high

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

198000 acres still bigger than Spore entire landmass of 180,000 acres

In Spore just one good class Bungalow can worth more than all of Thplant

That is why Thplant is such a deep value company

Among the best and cheapest on earth

Thplant now 59 sen
with total shares 883 mil Thplant is worth Rm520 millions

Add Rm700 millions the cost is Rm1.2 Billions

since Thplant got 240,000 acres

per acre cost is Rm5800

per SQ is 12 sen

Ecrl now passing by Thplant land in Trengganu will enhance the value

in Dungun land value jumped from Rm1.00 to Rm18psf after Ecrl rail built nearby

So how can Thplant land be only 12 sen book value ?

Thplant also got land along Pan Borneo Highway near Serian

book value Rm5.8k psf?

worth far more now


when one day either Thplant sell some land or taken private like Bplant only then we will know it's actual value

people go gaga over Ksl or Uems

both are like mouse deer compared to the value of Thplant 240,000 acres land which is 3x bigger than Penang island land mass of 72,900 acres only

Thplant ?

go check up Annual Report of Th plant

I was in Top 30 holder for one year with 900,000 shares

yes Xiaoeh

when Genine started to sell Jtiasa I also sold

then when Genine stopped selling I bought back Jtiasa at Rm1.03 and told Eagle Group to buy as well since Tsh giving 3.5 sen dividend

so after dividend is 99.5 sen holding cost (latest purchase)

Now Tsh has crossed Rm1.10 again

For Bplant I sold at only Rm1.53 (although Klk offerred to take private at Rm1.55)

The value of palm oil (esp Tsh Resources, Rsawit, Thplant, Wtk, Hs plant, Fgv, Sop, Taann, Jtiasa, Ioi corp and Simedarby plant is mispriced, misplaced and overlooked

so we like to buy and hold these

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2018-02-28-story-h1452576199-THE_RELENTLESS_PURSUIT_OF_VALUE_TA_ENTERPRIZE_NOW_TOP_VALUE_BUY_Calvin_

The barometer for Oil & Gas was When crude oil reached Usd100 per barrel

Ogse went into bull run for year 2019

the barometer for Glove was coronavirus in March 2020 ( before Vaccine and China Factor later negated it)

The barometer now is Fcpo over Rm4300 again
in year 2008 and 2012 when Cpo was Rm4000 palm oil went through Rm4000 Mt

at that time both Ijmplant and Tsh crossed Rm4.00

so when Cpo reached Rm4000 again Klk took Ijmplant private at Rm3.10

if Ijm plant is worth Rm3.10 then Tsh by right should be at least Rm2 to Rm2.20

since Tsh is below Rm1.09 it is now grossly misunderstood, mispriced and overlooked just like Bplant at 57 sen, Jtiasa at 63 sen, Vstec at 58.5 sen or Complete logistic at 56.5 sen

We love to buy fundamentally strong stock with value despised and rejected by 95% to 99% of the market

that is how we can beat both Warren Buffet and Peter Lynch combined

Xiaoeh

I normally look at the macro picture just like Eagle takes an Overview of the total landscape

Now by doing so we identify theme play

there will be something that stands out from among the masses

like Warren Buffet said about going out looking for a 7 feet man and a 5 feet 5 won't do

so we look for catalysts

like in year 2018/9 when PETRONAS Gave Rm30 Billions for Ogse upstream (latest shrunk to only Rm10 Billions )

for that year of 2019 stocks like carimin (currymee), Uzma, penergy and dayang were up from 100% to 500%


for year 2020 Coronavirus pushed Big glove players over Rm20.00

Now we buy Palm oil because Cpo over Rm4300 while cost of Cpo production only Rm2k to Rm2.2k for Tsh and some other efficient Upstream planters

In Nigeria, Ghana, Thailand, Singapore and Indonesia Palm oil shares doing superb

in Malaysia IB banks in cahoot with media gave neutral call for palm oil and then do RSS short sell

we are undaunted and hold on to palm oil with captains of palm oil industries who are also holding firmly

See if Palm oil will later give out the best dividend and outperform

Xiao eh?

does it mean seow leow or what?

sorry if I got the wrong interpretation (joking only 😊)

tell Calvin the true meaning ok?

Xiaoeh

just like your name Corona virus caused Glove bull seow leow and gone mad


all 4 Topglove, Kossan, Harta and Supermax in unison shot past Rm20

so forget p/e when bull is seow leow (mad already )

Supermax was a 10 baggars Chun Chun

now Calvin sees potential again in some

what are they?

😄

Thank you patrico8


Supermax was a 1,000% 10 baggars

hard to be repeated but if work hard can find again

find again ?

yes I got some in mind now

sell after a 20% to 30% gain?

this fella so shallow indeed

listen during Glove Superbull year of 2020 Mr OTB said he saw 50 people made millions

ahem ahem

Calvin bought Supermax at Rm1.73 and held on till Rm20 before selling to make 1,000% profit

see

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-06-12-story-h1508760038-A_TALE_OF_3_GLOVES_IN_PICTURES_COMFORT_GLOVE_TOPGLOVE_SUPERMAX_Calvin_T

Great success in picking

Jaya Tiasa (Giant Treasure)

When we picked Jtiasa at 63 sen many naysayers were telling us how lousy jtiasa was

We held on

Then Jtiasa more than doubled to over Rm1.50 and we took some profit

So now is the same with Tsh

The more naysayers condemn the more we buy

Happily buying Tsh from Rm1.05 to Rm1.07

Weak hands have let go

We see those with nerve of steel and brave of heart buying Tsh now just like those bought Bplant at 57 sen, ijmplant at Rm1.86 & Jtiasa at 63 sen

So now Tsh is our best opportunity

Until today Harta has not even recovered to 50% of its Rm9.95

Those who left gloves for 🌴🌴🌴 have escaped the huge losses

More successful investment news

By May 2021 we told all to buy

Ijm plant at Rm1.86 and to sell harta glove at Rm9.95

Just few months later Klk took Ijmplant private for more than 66% gain

While Harta collapsed steeply

Those who followed saved themselves from the horrendous glove debacle and remain safe in 🌴🌴🌴 🔥🔥🔥

😄😄😄

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA

After Bplant was taken private for a hefty gain of 369% Eagle Group replaced it with

Rsawit

Rsawit has 172,500 acres of palm oil

SEE (Actually cannot see one lah recommended lapsap Shchan to Eagle group above 50 sen and caused huge losses)

Eagle Group still got 343 members opposing him

Now why Eagle group buying Rsawit?

Answer:

1. In July 2024 Rsawit received Rm165 million cash payment for 2 estates sold

Of which profit is Rm77 millions (about 3.77 sen) to be reported next month

2. Rsawit ffb last month is a new high of 29,700 tonnes (used to be less than half)

3. Ceo of Rsawit just bought another 1 million shares of Rsawit at 25 sen

So we are confident that Rsawit is a genuine "turnaround" buy

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h-157077952-RSAWIT_5113_Evidences_of_a_Powerful_Turnaround_Palm_Oil_Stock_you_shoul

A Reality check on Top 10 promoted palm oil shares

Many gained

And when gain gained alot like Bplant (369% profit)

Jtiasa (100% profit)

Taann (very high dividend)

Fgv, Thplant, Simeplant, Sop, ioi corp all made monies

Tsh buy call was Rm1.09
After more than 13 sen dividend average cost is below rm1.00

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-11-04-story-h1593687704-Reposted_Article_OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_B

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-24-story-h-158779798-HDD_BULL_RUN_TIME_FOR_JCY_NOTION_DUFU_How_To_Protect_Your_Profits_50_Al

https://biblehub.com/proverbs/29-11.htm

1st plane landed in Ikn Nusantara new airport today


https://www.thestar.com.my/aseanplus/aseanplus-news/2024/09/12/jet-aircraft-carrying-passengers-lands-for-first-time-at-nusantara-airport

Slowly and steadily

Ikn nusantara turns into another Putrajaya

https://www.theborneopost.com/2024/09/11/indonesian-minister-confirms-nusantaras-14-housing-towers-ready/

Kmloong said Cpo Rm3,000 already good enough

If Cpo not too high Kmloong will earn more from milling

If Cpo too high no good as milling will earn less

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-08-28-story-h1570606253-Kim_Loong_Resources_eyes_record_year_amid_high_CPO_prices_The_Lessons_R

Km loong profit is more from its milling (purchase of ffb from 3rd party) Rm38 millions

Compared to its own ffb produced Rm34 millions

End?

Dumb indeed as Dumbpeilee

Today sell down is the work of Dirty IB banks since Tsh call warrant expiry soon

We will be happy to buy Tsh mother share on offer

Told all to buy Jtiasa when it was below 90 sen at stage 5

Now that Jtiasa is giving 6 sen dividend a year its share price already up over Rm1.07 ( no more below 90 sen)

So best buy now is Tsh below Rm1.10

Once Tsh reaches stage 6 then too late to buy cheap

A cheerful consensus is always expensive

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

Price is what you pay
Value is what you get

I rather buy a Value stock at low price


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

Kmloong got only 30,000 acres of oil palm like a small sampan and therefore not included in Eagle Group top 10 picks

Thplant got 240,000 acres

bplant 220,000 acres (Klk took it private )

Jtiasa 206,000 acres

Tsh 150,000 acres oil palm and over 300,000 acres of forest concession


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-11-04-story-h1593687704-Reposted_Article_OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_B

Gruesome?

see

👇

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

Not Epf lah

Blame goes to Citigroup which manages investment for Epf

They so greedy took so many spots among Top 30 holders of Gtronic

Just like they also caused huge losses in Serba

Epf should get rid of Citigroup

This one

Tsh Chun Chun buy call

Rm1.04


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-08-23-story-h1569887423-REPOSTED_ARTICLE_CALVIN_TAN_ON_THE_INTRINSIC_VALUE_OF_TSH_RESOURCES

many liars come here tell lies

see the truth

jtiasa was 63.5 sen when this was posted


below 👇


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-09-27-story-h1571738431-JAYA_TIASA_ALWAYS_SUCCESSFUL_VERSUS_SUBUR_TIASA_ALWAYS_FERTILE_Calvin_T

Good advise ?

check this post

On Nov 4 2021

Tsh was Rm1.09

jtiasa 63 sen

bplant 57 sen

all others also good value

see

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-11-04-story-h1593687704-Reposted_Article_OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_B

https://e.vnexpress.net/news/business/money/land-worth-much-more-than-university-degree-4790144.html


this is a good example of landbank appreciation


prices of Assets can rise faster and overtake earnings

https://e.vnexpress.net/news/business/money/land-worth-much-more-than-university-degree-4790144.html


this is a good example of landbank appreciation


prices of Assets can rise faster and overtake earnings

https://e.vnexpress.net/news/business/money/land-worth-much-more-than-university-degree-4790144.html


this is a good example of landbank appreciation


prices of Assets can rise faster and overtake earnings

Whoa

So?

Just follow all the good advise freely given

others charge a fee but we offer advise free of charge

all who are happy just follow

all not happy just go do what you seem fit

no one force you to buy or sell

Bplant

Buy call was 57 sen

Our proof

👇

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

We do not boast or make false claims

See our proofs

Buy ijm plant at Rm1.86
Sell harta at Rm9.98

A chun chun call

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA

No. Only made 6 digits from Jtiasa

Never claim to build any hotel

Do not put words where there is none

The tua pao fella is you!!

Whatever

Vstec now up too high

Go buy these

Tsh
rsawit
thplant
jtiasa
wtk

Hahaha

Vstec?

Chun Chun buy call
29 May 2020 or 4 years ago

for Tsh just wait like Vstec


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

SSLee

We bought Jtiasa(Giant Treasure) at 63 sen
Now very good 6 figure profits!

Time to take a break

See

https://youtu.be/ArBczrPjiTA?si=vgtbwWPB03ysl2R4

One more assessment


I think Both 3iii and Prudentinvestor combined also will lose to SSLee

SSLee has a higher level investing intelligence than 3iii or Prudentinvestor who thought highly of themselves (actually still mediocre) and for Eagle 77 and Tikus Mikecyc these two are real rubbish time wasters

Ok since we are here

Let Calvin give his assessment on these stocks

1. Jtiasa i will give 80 marks

2. Nestle 50 marks

3. Dlady 50 marks

4. Kseng 60 marks

5. Jaks 40 marks

6. Scib 40 marks

7. Tsh 90 marks

Up to others to give their assessment and Value

No Tsh is 70% Asset play and 30% in earnings

Jtiasa is 70% in earnings and 30% in assets

Jtiasa is like Inno
Tsh is like Bplant

jtiasa net cash is Rm100 millions

Tsh cash and cash equivalent (if include it's 105 mil shares in Inno ) is Rm285 millions

Tsh can certainly give a better dividend

foolish fella talking nonsense here

DBS Bank bought Spore
palm oil co shares

like BUMITAMA AGRI
Golden Agri
Wilmar
First Resources

in Malaysia DBS Bank buy

Bplant
Jaya Tiasa
Sop
Taann

and latest it bought 38 Millions Tsh Resources share (far more than all others Because DBS Bank see Tsh is the best of the very best


see

https://sgx.i3investor.com/blogs/Jbhouseforsale/2023-11-23-story-h49599028-WHY_SINGAPORE_STRONGEST_BANK_DBS_GROUP_LOVES_TO_BUY_MALAYSIA_SMALL_CAP_PA.jsp