Posted by calvintaneng > 2023-03-08 23:38 | Report Abuse

and this concept of land being repurposed for higher value use is done by people who live in more advance region

in the early 90s I got a friend in Kl who owns a bunglow along Jalan Maarof in Bangsar

his house was just directly across the road from McDonald

market value was about Rm600k to Rm800k then

but one man from Hong Kong offered him Rm3 Millions to buy it from him

he got a shock but good surprise and he sold his bungalow (worth less than Rm800k then ) to the Hong Kong buyer for Rm3 million cash and he happily retired for good

Posted by calvintaneng > 2023-03-08 23:42 | Report Abuse

he thought he got a good bargain then selling the bungalow for Rm3 Millions not knowing that the entire stretch of bungalows along Jalan Maarof in Bangsar Kl are now commercial zone and command prices as high as near Rm20 millions a unit

Posted by calvintaneng > 2023-03-08 23:50 |

Post removed.Why?

Posted by calvintaneng > 2023-03-08 23:52 |

Post removed.Why?

Posted by calvintaneng > 2023-03-08 23:54 | Report Abuse

Johor corp took Kulim private at Rm4.10 (from Rm2.50) to build two Townships in Pengerang Johor

Posted by calvintaneng > 2023-03-08 23:55 | Report Abuse

Datuk Hashim took Amprop private at 90 sen (was 58 sen ) again for it's lands in Seabana Cove Pengerang

Posted by calvintaneng > 2023-03-08 23:58 | Report Abuse

just as Tsh sold Sabah lands and mill for Rm248 millions and sold Bulugan lands for Rm731.09 millions one fine day do not be surprised

Tsh can sell lands and reap billions

Posted by Plantermen > 2023-03-09 07:04 | Report Abuse

Without disrespect to any stock guru or sifu. Land registration and ownership in Indonesia is a very complicated, complex and costly affairs for foreigner's owned companies or even locals. Technically all the forest lands, reserve or plantations usage are divided and admin under the BPN. Land usage is split under HGU, HP, HM, HS, HGB, HMT plus local customary ownership overriding rights. Estate development need to set aside 20% of the land to Plasma settlers for development {akin to our Felda scheme} All lands technically belongs to the state. Lease is for 33 years which can be extended by the State for another 30 years. HGU { Hak Guna Usahs} is the most common form of ownership. Rights to exploit for commercial rural agriculture development. Forest reserve lands development are restricted and palm oil cultivaction are not allowed. Only certain categories of agriculture are allowed eg. rubber , cocoa and coconut. HS { Hak Sewa} is basically land under lease. Sounds complicated yes. A very complex and complicated system where on or off new admin laws are either revised or amended to protect local interest

Posted by OneOracle > 2023-03-09 07:24 | Report Abuse

KUALA LUMPUR, March 8 (Reuters) - Indonesia's biodiesel policy and the likely emergence of the El Nino weather pattern could further strain global inventories of the most used cooking oil, lifting prices later this year, leading industry officials and analysts said at a conference.

The market for vegetable oils is set to tighten for a year from mid-2023 as global biodiesel production could rise by around 4.5 million tonnes in 2023, leading industry analyst Thomas Mielke told a palm oil conference in Kuala Lumpur.

Indonesia, the world's biggest producer of palm oil, raised the mandatory blend of palm oil in biodiesel to 35% starting in February, from 30% earlier, to reduce diesel fuel imports amid high global energy prices and to reduce emissions.

"Rising demand and limited growth in (vegetable oil) supplies would bring us into a global production deficit in July to December this year and January to June 2024," said Mielke, who heads Hamburg-based research firm Oil World.

He forecast Malaysian refined bleached deodorized (RBD) palm olein prices could jump nearly 16% to $1,150 per tonne in the second half of 2023.

Malaysian production in 2023 is likely to rise by 600,000 tonnes to 19 million tonnes, while Indonesian production is seen rising by 1.2 million tonnes to 47.7 million tonnes, he said.

Dorab Mistry, the director of Indian consumer goods company Godrej International, expects Malaysian palm oil to trade between 4,000 and 5,000 ringgit ($1,106) per tonne from now until August.

The benchmark palm oil contract FCPOc3 on the Bursa Malaysia Derivatives Exchange slid 24 ringgit to 4,181 ringgit a tonne on Wednesday.

EL NINO FEARS

Leading Malaysian palm oil producers, such as FGV HoldingsFGVH.KL and United PlantationsUTPS.KL told Reuters that the El Nino weather pattern, predicted to emerge mid-this year, could reduce production in 2024.

An El Nino episode usually results in below-average rainfall in main palm oil producers Indonesia and Malaysia, cutting yields and pushing up global prices.

Malaysia and Indonesia are already grappling with La Nina-induced wet weather conditions and flooding that have curtailed production in the past few months.

"This is climate change... Mother Nature has put a booster rocket under agricultural prices," Mistry said.

Posted by OneOracle > 2023-03-09 07:31 | Report Abuse

If you bet against agriculture price means you can beat climate change.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-09 08:49 | Report Abuse

>>>>
Posted by Plantermen > 49 minutes ago | Report Abuse

Without disrespect to any stock guru or sifu. Land registration and ownership in Indonesia is a very complicated, complex and costly affairs for foreigner's owned companies or even locals. Technically all the forest lands, reserve or plantations usage are divided and admin under the BPN. Land usage is split under HGU, HP, HM, HS, HGB, HMT plus local customary ownership overriding rights. Estate development need to set aside 20% of the land to Plasma settlers for development {akin to our Felda scheme} All lands technically belongs to the state. Lease is for 33 years which can be extended by the State for another 30 years. HGU { Hak Guna Usahs} is the most common form of ownership. Rights to exploit for commercial rural agriculture development. Forest reserve lands development are restricted and palm oil cultivaction are not allowed. Only certain categories of agriculture are allowed eg. rubber , cocoa and coconut. HS { Hak Sewa} is basically land under lease. Sounds complicated yes. A very complex and complicated system where on or off new admin laws are either revised or amended to protect local interest
>>>>


Thanks for sharing this here with calvintaneng of Netx fame.
calvintaneng suffers from emotional lability: often exhibiting manic episodes.

Price of CPO up and he will be promoting plantations. It is obvious to me he only got interested when and after the prices had risen and the present prices are below his buying prices.

Other manic episodes of calvintaneng ( too many to mention) are:

ECRL rerouting: he came out with a list of companies that will benefit from this. What happened since?

Baltic Dry Index(BDI) skyrocked: he shouted he bought the relevant stocks. The sky is the limit. What happened since?

BDI dropped quickly: he shouted that he warned everyone to sell. What a hero? What has happened since?

Berjaya appointed a new CEO: yes, calvintaneng was chun chun predicting big improvements to come. A must buy, often he will tell you not to follow him is stu-pid. (But always remind yourself: CALVINTANENG IS THE HERO OF NETX FAME). What happened subsequently?

NFCP implementation: calvintaneng slept with the worst company of any. After all, he spoke to a Ms Penelope. He was absolutely wrong and sadly all who posted intelligently, their posts were deleted by calvintaneng and his supporters. Shameful and disgusting behaviour of calvintaneng on display for 2 years can be seen in his arguments in NETX. Rightfully, calvintaneng is honoured as the hero of NEXT fame, albeit a naked one.

MUI chairman settled his divorce proceedings and new CEO appointed: Yes, calvintaneng shouted again. Good things coming. All must follow him. :-)

Glove prices up: Yes, calvin declared he too was into Supermax. He then sold at its peak. :-) This we can see and give him credit a bit.


Good morning. We continue to learn everyday.

Posted by cbkia4896 > 2023-03-09 08:53 | Report Abuse

price stagnant, sold ytd

Posted by Johnchew5 > 2023-03-09 09:27 | Report Abuse

1 ) Is these new Developments will benefit TSH ? 





a) As TSH had sold a Sabah plantation n mill . 





b) Malaysia has a Cap on 6.5 million hectares oil palm plantations. 



B1 ) The 2018 news article did not mention Export Ban !!! 





c) if Indonesia is going to reducing its CPO exports , TSH plantations in Indonesia is greatly affected , by B35 , B50 , B100 … see High CPO Price but cannot Export ? 





d ) Is local Indonesia Price is better than CPO price ? Of coz Not , as it want to has Lower Biofuels price ??

Posted by SEERESEARCH2023 > 2023-03-09 09:42 | Report Abuse

Whatever it is, the palm oil products will raise peice because of the weather and affect the productions.
In the end, the profit doesnt changed.
Price shall stagnant there.
Land sales? One time profit. What else can boost the stock price ?

Posted by Johnchew5 > 2023-03-09 09:49 | Report Abuse

1) Boss bought 25 million share .. Top 3 Tunas with 4.92 % is Sold Over 50 million share as at March 2022 … Balance ard 16 million share .. still Selling ke ?? No need to Report,no body know !!! Top 4 Embun Yakin with 4.88 % is started Selling ke ??? And the 4 with surname Tan whom are Not in BOD , holding Less than 5 % , Total ard 14 % … Got action ke ???


>> Waiting See see look look on FY22 Annual Report …



2) Resignation of Principal Officer : 



A) ED Tan is resigned on June 2022 



B ) Ex CFO is resigned on June 2022 



C) CFO Tan whom is appointed on June is resigned on 4/8/2022 ….

Posted by Jonathan Keung > 2023-03-09 10:07 | Report Abuse

Just ask ourselves why TSH failed to gap up or trade higher when CPO prices hit the peak at $7,800 per tonne last year. Now currently trading at around $4,000 per tonne. Decent profit margin but production cost is also higher. Even if prices to maintain at $4,000 per tonne can TSH or other Plantation companies surpass their profit margin recorded during the $7,800 per tonne last year. Worst case scenario dividend pay out ratio will be lower .

Posted by OneOracle > 2023-03-09 11:19 | Report Abuse

Naysayers do your job.
Help the buyers to buy cheap.

Posted by Plantermen > 2023-03-09 15:00 | Report Abuse

Tsh share holders base is quite fragmented. Kevin Tan holds around 25% & his brother another 5%. EPF used to hold above 5% but of late due to dispose now below 5%.other institutional holds around less than 2%.which indirectly means the rest betw 60% - 63% is held by minorities shareholders. Total Nosh is app 1.4 billion in circulation. Work out the maths. not an easy task with a majority of 60 % outside your the owner's hands. This is one of the many reason why by at large their dividends pay out ratio is low. Even with the Land sale in Indonesia no special dividend was announced for the minorities. Just my personal view & sharing looking at their Financial numbers.

Posted by calvintaneng > 2023-03-09 15:42 | Report Abuse

Read again more carefully

The recent 8 sen dividend payout was partly due to asset disposal

Posted by SEERESEARCH2023 > 2023-03-09 16:33 | Report Abuse

Becareful, when somebody come out, the price is in rising trend, which is not the time to enter. When he disappear, and the price do down, it is the right time to go in.
You know who's that if u read more posts...
He is the keyword for the cheap ticket.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-09 17:16 | Report Abuse

>>>>

calvintaneng
calvintaneng
From Singapore Investing experience Advanced Risk profile Low
Summary
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Blog: Bumitama Agri- Disappointing End to the Year; D/G to NEUTRAL

Mar 3, 2023 9:26 PM | Report Abuse

FCPO noe above Rm4350 will see good profit of more than 130% as cost of Cpo production only Rm2000 a ton

https://www.tradingview.com/symbols/MYX-FCPO1%21/

>>>


Interestingly, i3 Singapore is so so quiet.
calvintaneng tried promoting his style there, and people just ignored.
His last post of 3.3.3023 still remained the latest post in that forum.

Shocking!!! We now know why he has to come to the Malaysian site.

I would have thought the Singapore stock market should be more exciting, with international players and better oversight by the authority. Moreover, the Singapore dollar continues to appreciate.

Posted by calvintaneng > 2023-03-09 20:11 |

Post removed.Why?

Posted by calvintaneng > 2023-03-09 20:19 |

Post removed.Why?

Posted by calvintaneng > 2023-03-09 21:19 |

Post removed.Why?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-10 08:01 | Report Abuse

calvintaneng,
why don't you show us why PPB is trading at a higher PE thanTSH?

You may be a be-tter investor after understanding your analysis. Hopefully.

Posted by calvintaneng > 2023-03-10 08:46 | Report Abuse

Why are you so busy body here?

Why not go post why Pi corp and Cfm (Computer Form) both went limit down ??

Posted by calvintaneng > 2023-03-10 08:52 | Report Abuse

3iii should change I'd to

"I" am always gaypoh

"I" like to waste people's time

"I" always go disturb people and try to show off.

just go away

more important things like go warn people about hot air balloon pump and dump stocks like pi corp, Cfm and many others if you so free to waste your time

Posted by Berlin > 2023-03-10 09:23 | Report Abuse

Calvin should attempt to answer 3iii's questions, not least because he has a penetrating 3rd eye but because he reasons rationally. All are permitted to post. This is not anyone's personal thread. If you can't take the heat, stop making spurious claims and own up to your errors.

Posted by OneOracle > 2023-03-10 09:23 | Report Abuse

US banking start tanking.Another prophecy comes true.
Respect those dare to hold banks.
Financial crisis is ticking time bomb waiting to explode.Dunno when but 100% will come according to history.
Stay in TSH safe and sound.

Posted by calvintaneng > 2023-03-10 09:47 | Report Abuse

Berlin

I know this 3iii now almost one decade since year 2013

Nothing good and logical if you can see the undercurrent of deceit and contempt he has for people he likes to look down and butter up to people he looks up

Just stay far away

Posted by calvintaneng > 2023-03-10 09:51 |

Post removed.Why?

Posted by Plantermen > 2023-03-10 10:27 | Report Abuse

Just a short note for those who are too young to remember the Malaysia banking consolidation into 9 major banking consortium. Smaller & profitable and well run banks was merged with their bigger peers. Not of choice but as directed under Malaysia BNM consolidation exercise. Southern Bank & Ban Hin Lee Bank { Penang regional banks } merged under Cimb banking group. Phileo Allied Bank { another young start up but innovative small bank} was merged under the Gigantic Maybank consortium} Pacific Bank a related associate of OCBC Ltd Singapore was too merged with the Maybank group. Going back into the past. Renowned locals financial institution eg. Kwong Yik Bank was merged under the RHB group. Wah Tat Bank, Sarawak went to HLB group. Not forgetting Lee Wah Bank and Overseas Union Bank become part of the UOB group. All this family owned local banks have not become history

Posted by OneOracle > 2023-03-10 10:46 | Report Abuse

The bank crisis origins and starts from lending to high risk tech. High rates will implode these debts.
Last time is subprime.
This time probably bubble tech will start the ball rolling.
In Bursa tech ipo keep mushrooming. These resemble 100% like in dotcom crisis.

Posted by Berlin > 2023-03-10 10:56 | Report Abuse

Additionally, in the aftermath of the Asian Financial crisis 2007, all the licensed finance companies, which were small deposit taking companies, were merged into the banking groups and out of existence. The risk of any small financial institution therefore failing and triggering systemic failure was negated. These days, banking failure in Malaysia is highly unlikely given strong regulatory oversight and well capitalized banking groups.

Posted by OneOracle > 2023-03-10 11:16 | Report Abuse

Now the consequences of raising interest rates in the United States are beginning to appear, and the thunderstorm of Silicon Valley Bank is just the beginning. Why banks will bear the brunt, there are the following aspects:

1. Banks' high debt ratio and reflexive fragility cannot withstand the liquidity crisis under the economic recession

2. Under the interest rate hike in the United States, corporate financing rates have increased, profitability has declined, bank loan bad debts have increased significantly, and the superimposed high debt ratio and high leverage operating characteristics will quickly reduce the bank's net assets and net profits.

3. In the previous low-interest environment, banks bought a large number of low-interest government bonds and corporate bonds. During the interest rate hike cycle, bond prices plummeted, and interest income could not cover deposit interest payments, resulting in serious investment losses.

Posted by calvintaneng > 2023-03-10 11:23 | Report Abuse

Malaysia did not allow banks to fail directly as it is what we call nationalise losses but privatise profits

however some small deposit taking ones like EU Finance went into oblivion

many schemes outside the banking system like Geneva gold got no protection

Even so the nationalising of losses are reflected in the collapse of ringgit against Sing dollar and Thai bath

a loss shared by all instead of the few

in USA after March 2020 they printed Usd6 trillions to shore up the economy

the common people received some "free money" but the majority of benefits go to wall street and those shareholders benefitted

however the people on main street which own no shares or assets did not benefit much until

Until the free cash cheques stopped coming and now with fiat money in the system things of real value is going up by 15% to 18% inflation (not 6% to 9% inflation )

people in the main street are suffering from high inflation and might lead to revolt and revolution

for fear of unrest Powell has to raise rates to quell inflation

but that will lead to a market collapse if overdone

Posted by calvintaneng > 2023-03-10 11:30 | Report Abuse

Causes of current high inflation

Inflation comes from total aggregate demand more than supply

However when there is not much increase in demand yet prices can go very high by money printing

Posted by calvintaneng > 2023-03-10 11:32 | Report Abuse

Examples are

During the japanese occupation the babana currency not backed by gold went sky high as cost went up near the end of jap occupation when they printed money without serial number

Posted by calvintaneng > 2023-03-10 11:36 | Report Abuse

Today the bankrupt Us dollar has no real intrinsic value except enforced by perception and military might of Usa

Usa debt is over Usd31 Trillions

As these printed fiat currency entered world exchange system it debased all other currencies and caused inflation universally to all including Spore

Posted by calvintaneng > 2023-03-10 11:44 | Report Abuse

Like this

Think of the world currency as an ocean filled with milk

All of us start life as babies needing milk (supposition)

Now if Usa start pouring plain water into this ocean of milk called currency

The content will be diluted and the nutrient will be insufficient if we consume the same amount

In time past one quart of milk might suffice

But now that quart of milk is no longer the same as half its content adulterated by water

People will malnourish until they drink two quarts as two quarts now equal to only one quart of nutrition in time past

And this shows up in high food inflation

It is either shrinkflation (they cut in content or small portion for same price)
Or they raise prices for the same portion

Poor people with fixed salary will suffer immensely

Posted by VTrade > 2023-03-10 12:17 | Report Abuse

Calvin interest rate no up , bnm remain.. can buy ?

Posted by calvintaneng > 2023-03-10 12:34 |

Post removed.Why?

Posted by calvintaneng > 2023-03-10 12:35 |

Post removed.Why?

Posted by Jonathan Keung > 2023-03-10 12:37 | Report Abuse

US banks are crap.think of Lehman Bros { a bank too big to fail } what happen ? Look at 1MDB financial fiasco which bank facilitate the bond and debts. It's the US backed Goldman Sachs incorporated. Which country trigger the collapsed of Sri Lanka government. Yes US pull the trigger

Posted by OneOracle > 2023-03-10 13:58 | Report Abuse

“What you find is there’s never just one cockroach in the kitchen when you start looking around,” the chairman and CEO of Berkshire Hathaway


No wonder Warren sold off bank and tech recently.

Posted by cbkia4896 > 2023-03-10 16:01 | Report Abuse

drop below rm1 liao pm me, i buy back hahaha

Posted by MoneyMakers > 2023-03-10 22:27 | Report Abuse

CPO soo high - pray lo can get cheap again

Posted by OneOracle > 2023-03-10 22:38 | Report Abuse

Siv bank is dead in 2 days and put up for sale . Now no buyer .
Next is First republic bank.

Good news is Fed might slow down rate hike or stop.
Bad news is commodity will rise again.

Posted by OneOracle > 2023-03-11 21:46 | Report Abuse

Probably one of the first that warn about bank on i3 a mth ago.

Banks began to be run on one after another, and Powell himself should have expected this result. Let's see if he chooses the financial crisis or the re-explosion of inflation.Biden should have thought of the surge in supply chain costs caused by anti-globalization. The 2% inflation target maintained throughout the year has completely become history. In the near future , Biden and fed will most likely be forced to revise inflation upwards target to 3-4%. If it reaches this point and is still trying to contain China (80% probability), the world will thus enter a long-term stagflation in the style of the 1970s. The equity market has been in a long-term slump and negative decline, and technology stocks and high PE sectors will soon see a bloody downturn. Prices of precious metals and international agricultural products will soar, and food shortages in some small countries will intensify.

No wonder even Elon started to buy farm and land.

Posted by calvintaneng > 2023-03-11 22:59 | Report Abuse

USA is now teetering between two very hard places

Either by raising rates to kill off inflation which will cause a Big Collapse in equities or to again reduce interest rates to prevent further Collapse and Implosion

To raise rates further more and more Banks will go bankrupt and later spread by contagion to all others

all will fall like dominoes in a house of cards

or then to reduce rates and let hyper inflation to save Wall Street again but cause misery to millions of stretched consumers

Already with Usd31 Debt if Fed raise rates to 6% the yearly interest payment alone will swell to Usd1.86 Billions

Very tough decisions Powell has to face from all the accumulation wanton low interest of Greenspan and Bernanke