Posted by speakup > 2024-03-11 13:12 | Report Abuse

Cannot compare with Utdplnt lah coz Malaysian funds put premium to kwai loh companies like Utdplnt, Nestle, Allianz. As if locals are incapable

Posted by warent > 2024-03-13 10:37 | Report Abuse

the last chance to buy plantation companies with more than 200,000 acres, while still cheap. jtiasa, tsh, thplant, don't know which one to pick, quite headacre !

Posted by calvintaneng > 2024-03-13 13:18 | Report Abuse

Which one to pick
Easy as A, B & C

Put 20% in Jaya Tiasa
Put 30% in Thplant
Put 50% in Tsh resources

Posted by calvintaneng > 2024-03-13 15:57 | Report Abuse

Real time Fcpo Rm4183!

Posted by calvintaneng > 2024-03-13 22:20 | Report Abuse

Very happy evening all

We have selected RSawit to replace Bplant in Top 10 Palm oil Picks

RSAWIT (5113) A Palm Oil Turnaround Due to High Cpo over Rm4,100 MT Plus Very Very Undervalue Assets that are Easy to Liquidate for High Profits, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-13-story-h-186459631-RSAWIT_5113_A_Palm_Oil_Turnaround_Due_to_High_Cpo_over_Rm4_100_MT_Plus_

Posted by SCM2023 > 2024-03-14 08:38 | Report Abuse

calvintaneng, i sold off my Dayang on 12th March and purchased THPlant following your analysis. Hope i gain more from THPant but yesterday alone lost Dayang opportunity cost of RM0.13

Posted by EngineeringProfit > 2024-03-14 08:42 | Report Abuse

Can claim back from Calvin corp, why worry? 0.13- only right?

(That time, I sold THplant to buy Dayang- earned profit$ ....hehe- you were they buyer lah at that time)

Posted by AhHuat168 > 2024-03-14 18:32 | Report Abuse

the stock might go further down, watch out

Posted by calvintaneng > 2024-03-15 08:39 | Report Abuse

The stock?
Can also suddenly go limit up if Tabung Haji announce a takeover

Posted by newbietrader9 > 2024-03-15 15:41 | Report Abuse

dip a little more & I'm in

Posted by newbietrader9 > 2024-03-15 15:42 | Report Abuse

0.8 should be achievable

Posted by AhHuat168 > 2024-03-19 15:25 | Report Abuse

told you guy already, this stock will go further down, may be due to recent CPO price going down

Posted by calvintaneng > 2024-03-20 08:45 | Report Abuse

Cpo still over Rm4200

Even if Cpo at Rm3500 Thplant making good money

Thplant used to have low cost of Cpo at only Rm1,463 per ton in those days
Now with high fertilizer, sukuk loan and labour its cost has gone near Rm2500

But fertilizer cost has come down and so profit will go up
Thplant has started to increase dividend which is a good sign

Posted by Johnzhang > 2024-03-29 13:31 | Report Abuse

FY2024 is likely to see quick significant improvement in Profit .
Reasons are :
(1) Revenue will increase by double digit arising from higher FFB production and higher realizable selling price .
(2) higher fair value gain compare to 2023
(3) lower cost of production due to 50-60% drop in fertilizer and pesticides prices

Posted by Johnzhang > 2024-03-29 13:34 | Report Abuse

Significant improvement in profit will drive share price substantially higher .
All you need is conviction and patience for 9-12 months.
Just my view .

Posted by Johnzhang > 2024-03-29 13:40 | Report Abuse

When THplant makes substantially higher profit, you can be sure that dividends will be correspondingly higher . Lenbaga TH needs as much dividend as possible to even sustain 3% interest payments to its depositors . Same case like Bplant before .

Posted by Johnzhang > 2 months ago | Report Abuse

CPO spot month closed at RM4,462 today !

Posted by miracle_trader > 2 months ago | Report Abuse

also if you see the latest annual report, the CEO said they r open to the possibility of unlocking value of their plantations. anyway, dun want to reveal much more, let those ppl continue sell, i will buy more.

Posted by SCM2023 > 2 months ago | Report Abuse

Will this company end up being taken over likes Bplant?

Posted by AhHuat168 > 2 months ago | Report Abuse

tomorrow dividen ex date, most likely will go down again?

Posted by Johnzhang > 2 months ago | Report Abuse

If there is plan to unlock the value of its assets, the controlling shareholder will likely privatize it.

Posted by AhHuat168 > 2 months ago | Report Abuse

If privatization take place, it is quite unfair to us as minority shareholders.

Posted by Johnzhang > 2 months ago | Report Abuse

Fair or unfair privatization depends on what price is being offered .

Posted by speakup > 2 months ago | Report Abuse

Fgv already so long talk about privatisation but no happen also.
Mphbcap already so long talk about privatisation also no happen also.

Posted by Johnzhang > 2 months ago | Report Abuse

Controlling shareholders of FGV and MPHBcap may not privatize the companies at all. Also true that nobody is going to give us advance notice of the privatization plan , if they exist .

Posted by AhHuat168 > 2 months ago | Report Abuse

Give 0.02 dividen today, but the price drop until 0.71, this is not a good sign, im afraid this stock sudah habis goreng, will continue go south

Posted by Albukhary > 2 months ago | Report Abuse

Don't worry..
More n more hot money have been withdrawal from US market and all these money is coming to Asia.
Today you may feel disappoint when you see the share price drop, but in long term you will regret why you didn't accumulate more at this stage.
I strongly believe Malaysia stock market will enter into a Bull Run, so everything is cheap now, just hold and continue to accumulate, especially for good fundamental stock that have profit, price below NTA, owned a lot of value asset like land....etc.

Posted by AhHuat168 > 2 months ago | Report Abuse

ALbukhary, hopefully you are right. Lets hold and wait for bull market soon.

Posted by Johnzhang > 2 months ago | Report Abuse

THplant is potentially the highest profit growth plantation stock for 2024 (against 2023’s earnings). Hopefully this will drive stock price to $1.20/-.

Posted by miracle_trader > 2 months ago | Report Abuse

john is smart, can see. most ppl cannot see that the worst is over for TH plant. need to have patience, will break new high above 1.20

Posted by AhHuat168 > 2 months ago | Report Abuse

Gosh, what happen now? th keep going down

Posted by EZMONEY13 > 2 months ago | Report Abuse

Go down means i can buy some

Posted by calvintaneng > 2 months ago | Report Abuse

BUY SOME?

SURE CLEVER!!

MKHOP IPO AT 62 SEN VERSUS BPLANT, HS PLANT, THPLANT, RSAWIT, JAYA TIASA, TAANN & TSH RESOURCES: COMPARE & CONTRAST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-23-story-h-182939331-MKHOP_IPO_AT_62_SEN_VERSUS_BPLANT_HS_PLANT_THPLANT_RSAWIT_JAYA_TIASA_TA

Posted by acnca84 > 1 month ago | Report Abuse

oo ok

Posted by acnca84 > 1 month ago | Report Abuse

oooo

Posted by acnca84 > 1 month ago | Report Abuse

kan dah cakap ok

Posted by Johnzhang > 1 month ago | Report Abuse

Q1 FFB production increased 15% yoy. Coupled with substantially lower fertilizer cost (hence production cost), the increase in profit for FY2024 should be very encouraging.

Posted by Investformilkmoney > 1 month ago | Report Abuse

Does it have anything to do with recent AGM?

Posted by daretocutandchange > 1 month ago | Report Abuse

holpfully dispose assets can get approval soon

Posted by Johnzhang > 1 month ago | Report Abuse

The predominantly upstream producers have reported substantial increase in Q1 2024 profit against same period of last year .
SOP: +80%
Swkpltn +60%

Will THPlant come out with substantial improvements? I think it will .

Posted by kohcl130562 > 1 month ago | Report Abuse

Hopefully, it can hit 80sen

Posted by miji > 1 month ago | Report Abuse

to the moon tomorrow

Posted by Johnzhang > 1 month ago | Report Abuse

CPO is over $4,000 again ! Without extraordinary losses, predominantly upstream plantation should do very well this year .

Posted by kohcl130562 > 1 month ago | Report Abuse

Why is the CPO related counter still stagnant despite the good performance???

Posted by mf > 1 month ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

38,486.74

-366.12

0.94%

Nasdaq

NASDAQ Composite

16,939.81

-80.06

0.47%

Posted by Johnzhang > 4 weeks ago | Report Abuse

https://newswav.com/A2405_AC1oiU?s=A_9iORTGF&language=en

Posted by Johnzhang > 4 weeks ago | Report Abuse

Malaysia 1-31 May vs 1-30 Apr palm oil export (in mt):

*AmSpec: 1,404,719 vs 1,144,100 (+260,619 or up 22.78%)*

ITS: 1,481,916 vs 1,213,525 (+268,391 or up 22.12%)

Posted by x_abe81 > 2 weeks ago | Report Abuse

TH Plantations to work with Cenergi SEA for 1.2MW biogas power plant in Kluang, Johor
TH PLANTATIONS CENERGI RE
KUALA LUMPUR: TH Plantations Bhd has partnered with Cenergi SEA Bhd to undertake the development, construction and operations of a 1.2 megawatts (MW) biogas power plant in Kluang, Johor.

The project will be executed through a joint venture between THP Applications & Services Sdn Bhd and Cenergi RE Sdn Bhd.


TH Plantations chief executive officer (CEO) Mohamed Zainurin Mohamed Zain said the biogas power plant is targeted to be operational in 2026.

Posted by Johnzhang > 2 weeks ago | Report Abuse

Plantations can be potentially significant renewable energy players in mid to long term . Palm oil wastes to energy, vast landbank for solar energy, CPO for biodiesel etc ,

Posted by ScotFree > 1 week ago | Report Abuse

Pure dividend play. Price won't go up much