I am still bullish on TSH but the growth prospect just isn't there anymore. Where did the windfall profits go? Probably into the pockets of the management. Palm oil is at all time high yet the companies are not reporting all time high profits. Even the worst oil and gas company in Europe is beating EPS and sales estimates.

See, I don't understand the Malaysian market at all. These CEOs missed out on the biggest opportunity to return value to their shareholders. They failed to capitalise on the "once-in-a-lifetime' macro opportunity.

My question to TSH management: When will you return value to shareholders?

I know you probably CALL SELL TSH in your own private group when you saw my name here. Who knows. You shorted MGRC when I was buying. I still remember you

To add insult to injuries, Malaysian local institutional investors are a bunch of puss*ies. They don't even know how to convince their clients to stop pulling out money from local equities. The financial industry in Malaysia has no future.

Even on the biggest commodity bull run, unlike Oil and Gas companies, Malaysian plantation companies refused to return value to their shareholders. Maybe they are trying to scare off retailers but who cares. Windfall profit but refuse to share? Strong sell all the way. Even Indonesia is becoming the winner among emerging markets, a country with rich resources and capable leaders. Malaysia? Foreign investors all gone since 2017 and they are not coming back for a long time.

Hedge funds are trading palm oil futures (CPO) not buying plantation companies. Because your country is too corrupted. I worked on the buy-side asset management before and almost ALL fund managers are bearish on Malaysia, shorting Ringgit, equities. Top Glove was a mini short squeeze but Malaysian retailers thought foreign funds were buying. No, foreign funds were selling on the way up, didn't buy a lot. It was the hedge funds like Geode Capital Management (later shut down due to losses), Calvert, AQR who pumped TG and Supermax. Mutual funds, local institutions and JP Morgan were all selling like mad, writing derivatives against these stocks.

@calvintaneng
Your strategy is terrible. Buy-side analysts and prop traders all laughing at your comments. Foreign institutions haven't even bought enough TSH shares. Acadian Asset Management only bought RM100k and sold a lot after hedge fund reporting in March/April 2022. Blackrock, JP Morgan all don't have shares in this company.
Unlike Supermax in 2020, JP Morgan, Blackrock, Geode Capital Management held a lot of shares in glove companies.
TSH is unlikely to go up for a long long time.

The only O&G company you should buy are Hibiscus Petroleum and Coastal Contract (COCO on Bloomberg terminal, good name). Sell Hengyuan, Deleum, Uzma, all the garbage oil companies). Only Hibiscus and Coastal Contract. Winner of 2022

Why are you guys donating your shares to management? Typical retail mentality

This insider (management) is very smart. They bought when all retailers have cut their losses.

Coastal Contract: Bloomberg Code (COCO MK) High growth stock with crude oil 120$ thematic play. Bullish af

Hengyuan Refining Maintain Underweight
With a medium term price target of RM5.80
Crude oil hits 120$ per barrel

Crude oil 120$
Hengyuan will be dead

Sell Hengyuan shares and buy Coastal

TSH Upgraded to Overweight
With a medium term price target of RM1.24 and a long term (2 years price target of RM8.00)

How to Play Calvin recommended Stocks 101
Calvin recommends good stock -> Wait for it to fall/drop -> Wait half a year -> Buy/Collect at low price -> Bull market arrives -> Profit$$$

Never buy a Calvin stock. His stock recommendations only go up after at least 3-4 years. Calvin promoted TSH 2 years ago. Meaning 1 more year. TSH will go up in Q4 2022/Q1 2023.

Is this the bottom? <><>

I believe in you, dompeilee. Bring us to the moon

RHB Sell-side already covering this stock. Are you not scared, dompeilee?

I know you are taking profits, dompeilee. Why suddenly so quiet? haha

It is fine. I don't argue with females. what is your price target of Orient?

What does that have to do with Orient? Orient is a good stock

Any investment in US tech stocks beat your value portfolio.

I didn't say I bought Tesla. Read properly

I have kept Cocoaland under my radar for some time. F&N acquired Cocoaland after the lacklustre earning. Some Facebook gurus spoke to the company's senior management (drink coffee together and took group photo). They must have bought.
Bursa is such a dirty market. No free market at all

A Facebook guru talked to senior management of Cocoaland. Blatant insider trading

Insider trading. Someone talked to senior management a few weeks ago

10 years 300% gain. Better buy Tesla 10 years ago

This year, my portfolio consists of Bonia and Texchem. Your stock just up 20%. Not impressive at all

Lol you are just another gambler disguising as "value" investor.

Just enough to cover dompeilee's loss in Supermax and Maybulk

Dompeilee


Stock: [SUPERMX]: SUPERMAX CORP BHD

Nov 19, 2021 10:03 AM | Report Abuse

Averaged down MORE @ 1.72-1.73 to collect more dividend & increase the chances of a profitable exit up to 5 years down the road...Yesterday's AMAZING trade on Sekonic of Japan(+163.3% in 51 months) is an incredible motivator & INSPIRATION!!! =)

Sitting on over 200,000 in cash thanks to sales in Japan over the last fortnight so I'm trickling $$$ slowly into the mkt =D

Your investment in Orient just enough to cover your losses from Maybulk

RM8.80 please

Nope, I still make money. I bought one week ago

RHB last pump

Today last pump

Slap the ask and let's go

dompeilee sifu, Maybulk still can hold?

[Sarcasm]

How about Maybulk?

RHB, why cover Orient? Sad :(

Institutions about to dump their Orient stock. RHB sell-side research analyst covered this stock. RIP

RHB Sell-side about to dump their Orient stocks. Today is the last uptrend day

Let's go Orient

Follow dompeilee

MPI dividend yield is expected to rise 0.5% YoY

Dude, we have eyes. You don't have to report how much SOX is up every day. We already know

Literally free money

Hold until 7 June easy money

Dividend payout 7th June

VTrade gonna distribute again. This cunning fox