Posted by OneOracle > 2023-01-19 13:13 | Report Abuse

JPMorgan Chase: It is recommended to sell US stocks and increase its holdings of commodities, the analyst team led by Marko Kolanovic, chief global market strategist at JPMorgan Chase, released a report saying that the latest US stock market The round of rebound is coming to an end, now it is recommended to sell US stocks and take profits. The team said that all the positive catalysts for the rise of U.S. stocks have been released, but the Federal Reserve and U.S. companies may still throw several "potential bombs" in the future. The team still recommends overweighting commodities, especially energy commodities

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Goldman Sachs is bullish on the outlook for global commodities.CREDIT:AP

Currie sees parallels with the record run-up in commodities prices from 2007 to 2008. The only exception, he said, is European natural gas, where inventories look sufficient to get through this year.

Goldman raised its price forecasts for aluminium on Sunday, saying higher demand in Europe and China could lead to supply shortages. The bank predicted a multiyear commodities supercycle in late 2020 as years of under-investment prevent supply from keeping pace with demand.

Yet oil has had a rocky start to 2023, capped by fears over a potential recession in the US and China’s shaky progress in reopening its economy from COVID-related lockdowns. Traders are also tracking the impact of sanctions on Russian oil and product flows. Brent crude futures traded near $US84 a barrel in London.

‘You cannot come up with a more bullish concoction for commodities.’

Posted by Mikecyc > 2023-01-19 14:34 |

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Posted by Mikecyc > 2023-01-19 14:36 |

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Posted by Mikecyc > 2023-01-19 14:40 |

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Posted by Mikecyc > 2023-01-19 14:42 |

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Posted by SEE_Research > 2023-01-19 14:54 |

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Posted by SEE_Research > 2023-01-19 15:05 |

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Posted by SEE_Research > 2023-01-19 15:21 |

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Posted by StartOfTheBull > 2023-01-19 15:23 | Report Abuse

I am also wondering if the substantial shareholders continue to sell heavily without the other one continue to buy the share should have dropped more instead of one or two Sen only. Are they having some kind of consensus between themselves?

Posted by calvintaneng > 2023-01-19 15:33 |

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Posted by Mikecyc > 2023-01-19 15:37 |

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Posted by Mikecyc > 2023-01-19 15:38 |

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Posted by Mikecyc > 2023-01-19 15:38 |

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Posted by calvintaneng > 2023-01-19 15:40 | Report Abuse

Today in Eagle group we just found out one person who strongly called for banning SEE Research for incorrigible behaviour is actually a CFO (Chief Financial Officer) of a listed Co in Klse

Posted by StartOfTheBull > 2023-01-19 15:43 | Report Abuse

Mickey mouse when you ask questions you need to ask politely mah.
Anyway, Calvin knows better leave it to him whether he wants to answer you or not loh.

Posted by calvintaneng > 2023-01-19 15:48 | Report Abuse

let's do our sums

Now that final Rm238 millions cash in Tsh account it is a debt free cash rich entity

current Ffb per month is 70000 to 72000 metric tonnes

annualised it will be about 800,000 tonnes of Ffb

average profit of Rm200 per ton will be Rm160 million profit a year

if Ffb profit is rm300 a ton then then profit will be Rm240 millions per year

this is about 16 sen profit per share year profit

at Rm1.07 with expected 16 sen net profit it translates to 15%

that is not counting land price rise in Nusantara

Since Tsh is cash rich debt free if Tsh just implent a dividend policy of 60% like Bplant and hs plant it will be 9 sen

about 8.5% dividend yield or higher

Posted by SEE_Research > 2023-01-19 15:50 |

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Posted by MoneyMakers > 2023-01-19 15:53 | Report Abuse

No use answer crazy mike/SeeResearch

Both dont want answer..only want LIE/TROLL everywhere

Posted by calvintaneng > 2023-01-19 16:08 |

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Posted by value_seeker > 2023-01-19 16:11 | Report Abuse

TSH is undervalue. We stand strong with Calvin Tan recommendation.

Posted by calvintaneng > 2023-01-19 16:27 | Report Abuse

Nothing wrong at all

Thplant and others also got mark down from biological losses one qtr but next qtr can show a profit again

Posted by calvintaneng > 2023-01-19 16:30 | Report Abuse

At the core we must see

Total borrowings pared down

Cash position up..

Ability to pay good dividends

That shows overall thing are improving

Posted by calvintaneng > 2023-01-19 16:35 |

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Posted by calvintaneng > 2023-01-19 16:42 | Report Abuse

They is lots of gain

Loan pared down overall from Rm1 billions to only Rm140 millions

Now Rm,238 millions cash from assets sold will turn debt into net profit Rm98 millions with a clean start for year 2023

from now every fresh profit will result in high cash inflow

Tsh is morphing into a high dividend paying share like Innoplant

First interim dividend is 8 sen

More will come

Posted by calvintaneng > 2023-01-19 16:48 | Report Abuse

Nothing to hide

Clear as the noon day sun

Don't spread rumour

Pm Anwar alreasy led 10 listed Malaysia co to invest Rm1.66 billions in Nusantara

Tnb is following soon

Byd from China investing in Ev in Indonesia

Even world Ev champion Tesla also investing in Indonesia

All these open secrets

Posted by calvintaneng > 2023-01-19 16:53 | Report Abuse

No point talking to very dishonest jjptr

Yes when jjptr accused Tsh directors buying shares from right hand and selling by proxies

Eagle group people called Tsh management and said Jjptr spread fake news

You can be sued

Posted by calvintaneng > 2023-01-19 16:54 | Report Abuse

Your accusations have been recorded

They are lies

Jjptr telling lots of lies

Posted by StartOfTheBull > 2023-01-19 17:02 | Report Abuse

Who is this Annuar?
********
JJPTR

22 posts

Posted by JJPTR > 7 minutes ago | Report Abuse

so nothing to hide,where does the typical core business profit went to?
I ask you about the core business loses, you answer me Annuar.
YOu are mental abit ya.

Posted by OneOracle > 2023-01-19 17:03 | Report Abuse

TSH is reaping positive 100 mil cash inflow every qtr from normal operation.
1 year 400 mill cash inflow. Even without land disposal. TSH can pay off 1 billion debt in 2 to 3 years time.
Profit or loss can be non cash item affecting.
Making loss still got a lot of cash can give dividend.
Making profit can be out of cash and never give dividend.
If a company got very strong positive cash flow but profit is lacklustre then is golden time to buy when ignorant are throwing.

Posted by Mikecyc > 2023-01-19 17:05 |

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Posted by calvintaneng > 2023-01-19 17:07 | Report Abuse

listen to One Oracle

jjptr you better go to Tsh Hq in Damasara and make a personal apology

Posted by calvintaneng > 2023-01-19 17:10 | Report Abuse

mouse also go to your losing hang-mouse forum

here is a Rm100 million revenue per qtr co with high Fcf (free cash flow )

can expect lots of good dividends this new year of 2023

do not listen to naysayers
keep looking steadfastly ahead

Posted by calvintaneng > 2023-01-19 17:10 | Report Abuse

mouse also go to your losing hang-mouse forum

here is a Rm100 million revenue per qtr co with high Fcf (free cash flow )

can expect lots of good dividends this new year of 2023


keep looking steadfastly ahead

Posted by Mikecyc > 2023-01-19 17:12 |

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Posted by calvintaneng > 2023-01-19 17:12 | Report Abuse

Warren Buffet tell us to have no dealing with dishonest people

The answers have already been given once

go read up again

Posted by Mikecyc > 2023-01-19 17:15 |

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Posted by Investformilkmoney > 2023-01-19 17:16 | Report Abuse

TSH debt free already, so they don't have to pay interest anymore. No more losses la

Posted by calvintaneng > 2023-01-19 17:17 | Report Abuse

lies was telling Tsh directors buy
and sold through proxies

As for Tsh we see no real loss as Balance sheet more than account for Bulugan land sold and more

go study debt position

it has been pared down substantially

at the bottom line

debt whilttled to only Rm140 mil

now Tsh received Rm238 millions cash from final payment so there is NOT MORE DEBT

IT IS NOW CASH RICH WITH RM98 MILLIONS CASH

Posted by Mikecyc > 2023-01-19 17:19 |

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Posted by calvintaneng > 2023-01-19 17:19 | Report Abuse

exactly in a rising rate environment a company with no debt with free cash is certainly a good investment

plus dividend is the acid test of a good healthy co like Tsh

Posted by Mikecyc > 2023-01-19 17:20 |

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Posted by calvintaneng > 2023-01-19 17:21 | Report Abuse

hahaha tikus name himself mickeycyc

no wonder no money cannot even afford buy one lot hang-mouse share

Posted by MoneyMakers > 2023-01-19 17:24 | Report Abuse

Aiyoyo TSH made core PROFIT 34Mil + disposal gain 301Mil

Then charge impairment/forex loss @ total 40Mil

Net PROFIT 294Mil..whats the problem deyy..huge PROFIT leh aiyoyo

Posted by MoneyMakers > 2023-01-19 17:25 | Report Abuse

See bigger picture @ cumulative 9month period

Exclude asset disposal (gain) - core PROFIT 200Mil leh

Where got problem aiyoyo

Posted by calvintaneng > 2023-01-19 17:29 |

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Posted by Mikecyc > 2023-01-19 17:37 |

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Posted by calvintaneng > 2023-01-19 17:44 | Report Abuse

jjptr sure

go see Tsh directors in Damansara hq and get sued

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-01-19 17:44 | Report Abuse

My first post on TSH was highlighting the one off gain in the latest quarter results and how without this one off non recurring income, the company actually reported an operating loss.

The company has used this opportunity to write off losses, charges and impairments.

Yes, the next and subsequent quarterly accounts may look beautiful. However, be aware, its true accounts are not truly so transparent.

Of course, the hero of Netx, calvintaneng cannot be trusted to tell the truth, even given the facts. This should be obvious for those who had observed his mania in the Netx forum from 2019 to 2021.

The i3 forum is littered with so many of the hero of Netx, calvintaneng's promotions. Alas, a deeper look below the superficials, revealed a troubled being indeed. The hero of Netx, calvintaneng is a person who doesn't know that he doesn't know.

Posted by calvintaneng > 2023-01-19 17:50 |

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Posted by calvintaneng > 2023-01-19 18:00 | Report Abuse

yes you better run

you come here to insinuate just after Tsh received Rm238 millions cash payment from balance of land sold

if not why are you here suddenly ?

Do not think people are naive