you are right , look at the full picture ---> 2Q NET PROFIT -41% QoQ!!!!!!!

How come you hide the 3Q CPO price and 4Q assumption ? last time you are so loud that CPO @ RM 6,552? why
now quiet?

@ SpiritLance,

1. Maybe I should using the following scenario:
1Q22 CPO spot price: RM 6,051; TSH: RM 1.68(if anyone have 3mthPWAP, pls replace it)
2Q22 CPO RM 6,552; TSH: RM 1.06(if anyone have 3mthPWAP, pls replace it )
3Q CPO assuming also RM 6,552 ; TSH: RM X
4Q CPO assuming also RM 6,522: TSH: RM Y

Can anyone fill up for me what is the expected RM X and Y for TSH in 3Q and 4Q22, assuming TSH is 100% correlated to CPO ?

2. FCPO to hit all time high @ RM 8k? When? If there is RM 8k, how much do you expected crude oil to be hit? Assuming FCPO and FCO s 100% correlated. I m not sure HOW USD related to Crude oil, please check also
To let Crude oil hits such higher price, what factor will cause it?

calvintaneng, either your English got problem or your interpretation ada isu. Read b4 you comment. But it doesn matter , because you are get used to twist and turn something

all claims sifu, but talk only pandai

look at HEXTAR GLOBAL, 2Q earnings double YoY, stock price also didnt further up, i cant imagine what will be happens to those plantation stock especially those very pandai talk sifu stock : TSH, SOP, Jtiasa, Thplant, Subur Tiasa and Wtk

if anyone keep depromoting that particular stock, you must also be very very careful due to the following:
1. is it the both party are the same person/group?
2. Is it after or before the promoting person’s statements? Meaning which one come first.
3. is it the promoting person ‘s statement didn’t not deliver that what he is saying? Like 1Q, 2Q result is very good, 3Q …..all the Q earning is very good BUT share price so so only YET this person is still twist and turn that saying share price is not only the factor ……

This is the recent TSH EGM and AGM minutes
https://www.insage.com.my/Upload/Docs/TSH/TSH%20-%20EGM%20Minutes.pdf#view=Full

https://www.insage.com.my/Upload/Docs/TSH/TSH%20-%2042nd%20AGM%20Minutes.pdf#view=Full

Read before perform any short term or long term or any investment. Please bear in mind that : if anyone keep promote that particular stock, you must be very very careful due to the following:

1. too good to be true
2. 来者不善，善者不来 [The one who is coming surely has not good intentions or has own agenda]
3. Free lunch wont knocking on your door in the early morning especially before stock market is open !

Two qtrs results from now will be great and FANTASTIC --- Ya, Everyone is also know and the share price is reflected by past 6month ago!
What or where is the future growth? MANA ITU PERTUMBUHAN LAGI ? 成长在那里？ Oh…I know , selling land again again ……

http://www.jayatiasa.net/data/cms/files/61st%20AGM-Summary%20of%20Proceedings.pdf

This is company AGM Minutes. Read before perform any investment. Please bear in mind that : if anyone keep promote that stock, you must be very very careful due to the following:

1. too good to be true
2. 来者不善，善者不来 [The one who is coming surely has not good intentions or has own agenda]
3. Free lunch wont knocking on your door in the early morning especially before stock market is open !

cooking oil.....Ok. all my rich friend is using Olive oil, Knife Brand, Cap Helang, Sunflower, and Canola Oil. Only people poor like me is using Cap Buruh Cooking Oil. So, calvin, you talk so loud, which brand of cooking oil are you and your teams using?

" After Tsh settles all debts it can follow Innoplant example to give out high dividends for many years to come plus the added advantage of assets disposal for high cash payout" ----- > this is call Hope. I hope today i kena toto, kena magnum, Monday i hope Tech stock down.....Tuesday i hope Najib Lawyer will give the oral statement, Wed i hope some of plantation share can deliver a very good result, Thur and Fri......... "hope" is useless term in any investment of asset class particular to Equities.

such non-perform stock, yet you still can fool people!

Bplant:
FY21
FFB yields (MT/Ha) : 13.3 [well below the industry avg of 15.5]

FY17 EPS 27.7, DPS: 19.5
FY18 EPS (2.3), DPS: 7
FY19 EPS (6.4), DPS: 1
FY20 EPS 1.9, DPS: 1
FY21 EPS 10.8, DPS: 8.4
How come “EPS” is dropping, but still manage to pay inconsistent dividend?
If someone here can share its “Core EPS”, then it will help to give the better picture
Such bad performance, yet you talk Bplant. I think something is not right to you!

come on lah, calvin. let say your staff say i can do this and that, he/she non stop telling you from 1Q ,2Q , 3Q to 4Q。。。but come to results, KPI is not achieve ! so, Share price is not important, if share price is not important, then you promote for what? i think you are stay in Spore to long

solid earning for what? share price is not deliver! why share price is not deliver accordingly ? Calvin, you dont have to let me to tell you answer here , right?

@ calvin , right, then Why KFIMA share price did not move up after the earnings was released ? when was the Kfima share price peak?

One of Jacky Cheung’s song sound like this : “ Do you know, do you know I've waited for so long that even the flower has withered”……..
Why should I wait, there are 930+ counter in Bursa which is better than TSH 100X, why I should I wait until the flower has withered?

you think fund managers are blind? you think all the investor are blind? you think market are blind to value it?

can anyone tell me WHY?

if so good like you misleading people, then why share price drop from RM 1.70 to below RM 1.00? WHY ? WHY ? WHY leh?

W.buffet own a quite substantial holdings in his invested company, calvin , you can own more than 5% of TSH? pls show me you own 5% baru you talk Berkshire Hathaway! else, dont tak nonsense here

TSH from RM 1.70 all the way down to RM 1.10 , -almost 35%. If want to from RM 1.10 all way up to RM 1.70, need how many %?
I think Calvin you are too long stay in Spore, Maths also become poorer and poorer !

same to TSH

yes, you are right. good Earnings reported is not guarantee the share price will follow also. Reason: Calvin will tell you later

@ moneyontheway, may i suggest you study why most of the company released the earning , then the share price is still dropping, e.g. yesterday Kobay, recently Bjfood, Mi and so on. It could be to TSH and others plantation stock

you already mentioned and agreed with "long term investment"(or you are pretend to be long term investor? ), then why you so care or so bother about them? Tan 500k buy up also wont affect the fundamentals, do you think this type of syndicate or people like you keep promote share can affect the share price?

telurgoreng, i just want to highlight to him that "good share dont have to shout sekampung everyday, who doesnt know Ayam Betina Bertelur? market will value it AND dont hide the risk of the counter only"

you look at Bjfood, if you this counter , indirectly you are own Starbucks Malaysia. Earning is good, share price also drop? Why? Calvin? can you answer? so what to the good earning to TSH 2Q result

if you slept well, you wont continuous post the non sense

his fallacy is telling if Tan buying, share price will going no matter what price; if selling , share price share will fall down.
Does him think that just 500k share can support share price? better think how to improve the efficiency of FFB, then have strong fundamental and consistent improve dividend payout.

right. We should wait for the result and you also need take a rest to stop posting those repeating old story, ok? unless you have something to say like what @ SpiritLance post just now: TP for FCPO end year 2022 = RM6000
TP for TSH end year 2022 = RM3.5

@ Calvin, just answer me , this 2Q AVG CPO as you claims RM6,552, 3Q also RM 6,552, 4Q also RM 6,552. Then where is the grow?

dont tell your old grand mother story and those common knowledge which everyone is also knew .

@ Calvin, I kasi you this 2Q AVG CPO as you claims RM6,552, 3Q also RM 6,552, 4Q also RM 6,552. Then where is the grow?
You said Nov22 RM 500m is received, People is looking for Core Net Profit, not “NET PROFIT with exceptional items” . If this type of selling land reported net profit can be stimulus share price(or justified the fundamentals of share price) , then market won’t value TSH at this price loh. Please don’t divert attention and talk non-sense !

BRENT CRUDE OIL FALLS TO SIX-MONTH LOW OF $91.64 A BARREL -----dont panic, it is "illusion" !

lucky crude oil below USD 100, if not , his another non-stop old grand mother story, i.e " Crude oil > USD 130 ".

calvintaneng, once Indon change government , previously talk from A to Z also useless. Do you think they want to relocated from Jakarta to Jungle area like East Kalimantan? This is not Shift from KL to Putrajaya which is only 40km distance !

once Kuan Family come and buy up, those shortseller confirm Tapao!

@ Calvin, "nothing wrong at all as we are given opportunity to average down cost to Rm1.16
now at Rm1.14 is two cents less
Aug results will easily propel prices much much higher
Nov 2022 results will be another Catalyst for price surge"

Please keep this your post untill end of Aug2022(when 2Q earnings is released) AND NOV 22. Please dont delete it. I will keep you update your above statement. To be fair to you also, we make today FCPO RM 4,300 as reference AND TSH @ RM 1.14-0.01

@ Calvin, "We are bullish from now as prices at bargain level". If you really bullish and for long term , everyone is understand, just mentioned once is more than enough . Why you need to "write" and "repeated" your old grand mother story everyday?

StartOfTheBull, right. in your opinion, coming 2Q , will planation stock result better than 1Q, if yes(expected), then will share price move? ; else if not(unexpected) , then will share price drop?

regarding MSCI counter. Let me asking this interesting question: what is Malaysia's weighting in MSCI index? TSH contribute to how many %? it is significant ?

you look at HEIM today, result is so good(but QoQ is drop!), how come share price didnt move further ? because it is expected and price in few month ago. This principle is applicable to others counter also

if long term investor, dont have to promote everyday like calvin. Where got long term advisor promote lousy counter everyday?
In fact calvin is asking to buy short term , once financial result is out, if above expectation , then he said is due to A to Z; others he will say it is due to market sentiment

i m rather he dare to predict the 3Q22, 4Q22 's CPO price and post here. But I believe he is not. His is non-stop to repeated the old grand mother story almost everyday

@ Calvin, Last night USA closed up , This will pull up Klse next week to higher level.
What is Correlation btw DJIA AND KLSE? please check before you talk. You are not the first time misleading people

@Calvin, for your point : 2. Second good news Malaysia this qtr GDP is 8.9% beating even Vietnam, India and China
please mind your wording: This is not "This Quarter" , this 8.9% growth "was 2Q second quarter" . This Quarter is referring to 3Q Third Quarter.
Same like TSH to be announce the coming 2Q financial result , not 3Q.

today 12noon, Msia 2Q GDP grows 8.9% YoY, how come KLCI indices still @ 1,506 after this announcement ?
FYI, now is at 3Q and KLCI is @ higher level in Mar this yr, i.e during 1Q

retired sifu so what?! Last time there is very famous sifu(i couldnt remember his name) ask to buy planation stock call "Rsawit" , now what's Rsawit share price?

Stock market and Business Environment is not like last time, that's why pls dont tell me this sifu that sifu

1. In 2019

https://www.theedgemarkets.com/article/petronas-ceo-wan-zulkiflee-mult...

"Leaders in the next five to 10 years, need to redefine risk management in very different ways from now because things are changing very fast. You cannot rely on a single strategy," Wan Zulkiflee added.

2. In 2022
https://www.theedgemarkets.com/article/petronas-chairman-be-prepared-p...
“The year 2021 has proven that we need to constantly be prepared to pivot when faced with the unexpected

come on lah, calvin, you claim yourself is experience this and that BUT you still hiding some facts. I kasi you FCPO RM 5.5k this Quarter, Next Quarter until next year(no growth each quarter) . Do you think TSH share price can move further?

calvin, pls dont repeat and repeat your old grandmother story everyday