Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-08-29 10:00 | Report Abuse

>>>>
calvintaneng

Berlin

Bplant was 57 sen in year 2021
After 24 sen dividend its price readjust to 33 sen

Now Klk offers Rm1.55 to take it private

From 33 sen to Rm1.55 is up 469%

For Fgv buy call was around Rm1.10 and now up to Rm1.41 or gained 28%
If we add another 11 sen for Fgv dividend the yield is 38%

For the rest their time will come as well

And i will wait

>>>>

He who promoted everything, promoted nothing.

Posted by Berlin > 2023-08-29 10:18 | Report Abuse

I surmise Calvin was trying to promote his own cleverness and clairvoyance above all else. But the market makes fools of us all from time to time and the wise man will acknowledge that. Not psycho Cal, who is adamant time will eventually prove him right. Few investors can afford that luxury.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-08-30 09:33 | Report Abuse

Calvintan, cleverness, clairvoyance
3Cs. :-)


Calvintan is a top down clown analyst. :-)
Better to use a bottom up approach.

Posted by SEERESEARCH2023 > 2023-08-30 09:50 | Report Abuse

NTA raised? Apa dia beli?

Posted by willc48 > 2023-08-30 16:30 | Report Abuse

luckily the CEO screwed me during interview. He might disagreed with me, but he has no right to screw candidates for their own opinions.

Posted by willc48 > 2023-08-30 16:30 | Report Abuse

not worth to join them

Posted by titan3322 > 2023-08-30 23:22 | Report Abuse

Kakakakaka don't hope for 98 sen again all anti Calvin flers are temp stunned I think they are people there willing to wait 1 year for 30% returns !

Posted by titan3322 > 2023-08-30 23:31 | Report Abuse

Gloves money is flowing into plantations very simple logic you just have to wait another 3 months gloves will suffer another 10% decline while plantation will move north !

Posted by calvintaneng > 2023-08-30 23:35 | Report Abuse

WHAT HAPPENED IN INNO WILL BE REPEATED IN JTIASA (ONLY RM93 MILLION LOAN AND SOON DEBT FREE)

TSH EVEN HAS A HEALTHIER BALLANCE SHEET THAN JTIASA WITH ONLY A MERE RM77 MIL SMALL LOAN

EASTSPRING FUND ALREADY BOUGHT 17 MILLION TSH SHARES

BUY BEFORE BOTH COLD EYE & DR NEOH BUY

JAYA TIASA (4383) WHY FONG SILING AKA COLD EYE & DR. NEOH SOON KEAN OF DYNAQUEST ARE BOTH BUYING JAYA TIASA, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-30-story-h-241060767-JAYA_TIASA_4383_WHY_FONG_SILING_AKA_COLD_EYE_DR_NEOH_SOON_KEAN_OF_DYNAQ

Posted by calvintaneng > 2023-08-31 01:52 | Report Abuse

WE THANK THEE

https://www.youtube.com/watch?v=um91iJoZ8b0

Posted by Pinky > 2023-08-31 10:28 | Report Abuse

Return of the SeeGila

Posted by OneOracle > 2023-09-01 14:57 | Report Abuse

If after 4 close green again.
Think someone will go crazy again

Posted by DickyMe > 2023-09-02 12:42 | Report Abuse

Comparison of previous quarter and the most recent indicates
Revenue almost same, but profit dropped 50%. 50%??? 😞

Posted by OneOracle > 2023-09-03 13:50 | Report Abuse

Has the launch of the Huawei Mate 60 Pro with a 5G Kirin 9000s processor signified a failure on the part of the US in its trade war against China?

If the specs are confirmed, it spells a huge downturn for one name.

QUALCOMM.

There are many firsts in the Mate 60 Pro, selling for less than $1,000 dollars, a bargain in the premium handset segment today.

First, there is a custom GPU in the SOC, and that means the Kirin is even more inhouse than Apple’s A-series chipset.

Why?

It has an inhouse 5G modem. Apple with its hundreds billion warchest has been unable to crack Qualcomm’s patent wall on this particular piece of technology, but it appears Huawei has.

If Huawei makes the design available to Chinese handset makers, we can say goodbye to Qualcomm and Snapdragon, where volume sale is concerned. That or a fierce price war ensue. We will see.




Second, the Mate 60 Pro can make satellite calls, while industry leaders ex-China are only adding texting/emergency signals via satellite. That’s a killer feature for blindspot coverage in China’s vast countryside. As a reminder, this is how a modern satellite phone looks:







Yup, walkie-talkie size, only with an unsightly antennae.

But the Mate 60 pro, all of 9mm thick and looking like this:









can do the same (and way more) than the water bottle above. That’s revolutionary, and showcases China’s strength in space comms, especially the bandwidth and device-side engineering.

Three, this runs Hongmeng 4.0, a mature OS that’s designed from the ground up to take full advantage of the IOT ecosystem. For example, Android auto exists as an app, but Hongmeng’s vehicular integration is baked in. Chinese handset makers will increasingly jump onto the Hongmeng bandwagon to hedge against a repeat of Huawei’s booting by Google on “national security concerns”. My mainland friends have high praise for Huawei’s OS, and these are guys who own multiple handsets, including Apple.

Four, it is AI-assisted, with Huawei’s own large language model Pangu built in. That’s a step (or several) ahead of Android and iOS.

I expect this phone to sell out.

This phone runs with the best in class. But it cannot be sanctioned. Let me repeat.

THIS PHONE IS SANCTION-PROOF.

Not by Google.

Not by TSMC.

Not by any western semiconductor toolermaker.

Not by any Taiwanese/Korean/Japanese/American component or materials supplier.

Not through application of American patent rights.

No other handset manufacturer can boast such an achievement. American IP-Free at the cutting edge is a historic first.

I’ll end with a short note on the significance of the Mate 60 Pro’s announcement, an earth-shattering injection into the news cycle around Gina’s visit.

Let me explain.

The comprehensive sanctions on Huawei severed its dependence on foreign suppliers vulnerable to US sanction, and forced Huawei to create a domestic-only supply chain that could afford sanction without losing their livelihood.

The existence of this completely independent supply chain (not yet complete), which includes Swift-free financing, is a nightmare for Gina and Co., because she won’t have birds-eye view data on Huawei developments, other than resorting to humint and hacking. American corporations in a completely separate eco-system will be similarly disadvantaged. China though, remains fully in the game, since all players are represented in the domestic supply chain.

Gina and American corporations will have to fight Huawei (and Chinese high-tech) with the fog of war turned on.

Best of all, this is a problem created by America, for America.

Update: Chinese news media report the prelaunch sale of several million units of the 12GB/512GB model priced at 7k yuan sold out within the hour. Analysts expect the Mate 60 Pro to sell in excess of 40m units. That will cut into Apple’s projected iPhone sales growth.



Good luck to those holding tech.

Posted by OneOracle > 2023-09-03 14:04 | Report Abuse

Most likely us will want war, and commodity will fly high to make import inflation into china.There is no point to keep commodity cheap for china anymore.
If us fails in tech, they will want capitalise on commdoity price as she is a commodity rich country.
Inflation is really not their real concern.

Posted by GrowthCapitalist > 2023-09-06 11:30 | Report Abuse

Does anyone attend TSH agm before?

Posted by OnTime > 2023-09-06 13:48 | Report Abuse

Analysts including Jefferies’ Edison Lee argued that a mass-production model could hurt Apple in one of its largest markets. The Mate 60 Pro could impact sales of Apple Inc.’s next-generation iPhone by as much as 38%, Lee said.

Posted by azmie67 > 2023-09-06 15:47 | Report Abuse

Not too worry too much palm oil holders. We have seen how Prop, Contruction, and Utility indices based around MA200 line before making a push for uptrend. Soon it will be Plantation index turn- well, Jtiasa has shown the way forward. Till then do CL or CW, as and when applicable, to avg down if you are stuck at the pinnacle. Once the two shorter MAs climb above MA200 and heading upward, we will see brighter light at the end of the tunnel. Things can't be all that bad...

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 08:37 | Report Abuse

Calvintan was bullish on TSH when it was priced around RM 1.80 per share. However, he never shared how he value TSH. What was his intrinsic value for TSH? Presumably at multiples of RM 1.80.

True to his style and past behaviour, he continues with his promotion of TSH, based on the value of its various assets, it sales of asset to pare down its humongous previous debts and the proximity of its land to Nusantara.

His style has not changed. Netx was going to benefit greatly from NFCP. Calvin spoke to Ms Penelope. That telephone call was so important, everyone must know of this. Netx used to do some job in laying for Telecom, they were supremely well placed to benefit. Alas, the business world is highly competitive. Alas. Another was GSB. GSB was going to sell a hotel for RM12 million. This meant GSB would be transformed into a fantastic company. He then shared various calculations that showed its price might go up many folds, just like he did in Netx.

Good morning.

Posted by OneOracle > 2023-09-08 08:49 | Report Abuse

When global investors realize that blindly longing the U.S. dollar and shorting U.S. debt still fail to outperform commodities, it will be the twilight moment of the U.S. dollar.

There are two important principles for investing in the era of stagflation:

1: Don’t short commodity.

2: Don’t long bonds

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 16:40 | Report Abuse

TSH
FYE …. Rev (RM ,000) …. Net Prof (RM ,000) …. EPS (sen) …. Div (sen) …. NTA (RM) …. ROE
2022 …. 557,035 …. 462,884 …. 33.14 …. 10.50 …. 1.378 …. 24.0%
2021 …. 235,728 …. 169,009 …. 12.26 …. 3.00 …. 1.189 …. 10.3%
2020 …. 120,548 …. 79,094 …. 5.73 …. 1.50 …. 1.053 …. 5.4%
2019 …. 73,794 …. 44,034 …. 3.19 …. 1.00 …. 1.043 …. 3.1%
2018 …. 81,330 …. 40,099 …. 2.91 …. 1.00 …. 0.991 …. 2.9%
2017 …. 192,094 …. 113,968 …. 8.36 …. 2.00 …. 1.067 …. 7.8%
2016 …. 161,341 …. 56,521 …. 4.2 …. 2.00 …. 1.117 …. 3.8%
2015 …. -81,862 …. -98,997 …. -7.31 …. 2.00 …. 1.015 …. -7.2%
2014 …. 170,782 …. 125,489 …. 13.49 …. 2.50 …. 0.89 …. 15.2%
2013 …. 165,818 …. 153,098 …. 17.83 …. 3.50 …. 1.188 …. 15.0%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 16:44 | Report Abuse

Quarterly results of TSH
Qtr …. Rev (RM ,000) …. Net Prof (RM ,000) …. EPS (sen) …. Div (sen) …. NTA (RM)
Q2 Jun 23 …. 256,570 …. 10,562 …. 0.77 …. 0.00 …. 1.513
Q1 Mar 23 …. 250,298 …. 29,428 …. 2.13 …. 0.00 …. 1.445
Q4 Dec 22 …. 283,384 …. 45,257 …. 3.28 …. 2.50 …. 1.378
Q3 Sep 22 …. 262,652 …. 258,428 …. 18.72 …. 8.00 …. 1.507
Q2 Jun 22 …. 424,413 …. 57,335 …. 4.15 …. 0.00 …. 1.286
Q1 Mar 22 …. 337,349 …. 101,864 …. 6.99 …. 0.00 …. 1.263
Q4 Dec 21 …. 328,350 …. 63,433 …. 4.6 …. 3.00 …. 1.189
Q3 Sep 21 …. 309,074 …. 45,078 …. 3.27 …. 0.00 …. 1.139
Q2 Jun 21 …. 307,414 …. 39,715 …. 2.88 …. 0.00 …. 1.082
Q1 Mar 21 …. 198,717 …. 20,783 …. 1.51 …. 0.00 …. 1.064
Q4 Dec 20 …. 195,241 …. 32,954 …. 2.39 …. 1.50 …. 1.053
Q3 Sep 20 …. 194,170 …. 24,068 …. 1.74 …. 0.00 …. 1.003
Q2 Jun 20 …. 210,566 …. 19,818 …. 1.44 …. 0.00 …. 1.083
Q1 Mar 20 …. 257,388 …. 2,254 …. 0.16 …. 0.00 …. 0.917

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 17:04 | Report Abuse

1H 2023 Financial Result for TSH
1H2023 …. Rev (RM ,000) …. Net Prof (RM ,000) …. EPS (sen) …. Div (sen) …. NTA (RM)
1H 2023 .... 506,868 .... 39,990 .... 2.90 .... 0.00 .... 1.513

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 17:17 | Report Abuse

For its FYE Dec 2022
Non Operating Income RM 316 m (from sale of plantation asset)

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 17:25 | Report Abuse

TSH historical share price

From 2021 to now, its share price hovered for the most part within the range of RM1.23 to 92 sen, except for a short few months period from Jan 2022 to July 2022, when its price rose from RM 1.10 in Jan 2022 to peak at RM 1.80 in April 2022 and back to 96 sen in July 2022.

calvintaneng was promoting this stock very aggressively and enthusiastically when its price was at RM 1.78 then.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 17:27 | Report Abuse

I thought the fair value for this stock should be around RM 1.00 and with the need to have a margin of safety of 30%, perhaps, will look at this stock when it is around 70 sen per share, for short term punting only.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 17:34 | Report Abuse

Caveat emptor. My fair value maybe absolutely wrong.

At price of 99 sen per share, its market cap today is 1.36 billion. Its PE ratio 3.99. Its DY 2.53%.

This DY cannot be sustained as the company paid a special dividend to reward its shareholders from the profit of sale of its assets, and this is non-recurrent.

As for the PE of 3.99, this low PE reflects the sentiment in the market that its future earnings will normalise in the future. Its 1H 2023 EPS is 2.90 sen. Annualise this, the EPS for the whole year maybe 6 sen. At 99 sen per share, its PE will be 99/6 = 16.5x.

Note that its earnings for the latest 3 qtrs showed a declining trend in the EPS.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 17:35 | Report Abuse

It is always better to own a quality company at fair price than to own a lousy company at bargain price. This applies to those who like to own companies for the long term.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 17:53 | Report Abuse

For FYE 2022, its PBT income was 507 m.
Of this, the non-operating income was 316 m.
Its EPS for FYE 2022 was 33.14 sen.

I calculated its normalised EPS (excluding the non-operating income) to be 12.48 sen per share for the FYE 2022.

Will its normalised EPS be better or worse than this for FYE 2023?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-08 18:02 | Report Abuse

From years 2013 to 2022, TSH has
-Total EPS of 93.8 sen per share
- Distributed 29 sen per shares as dividends.

DPO ratio = 30.9%

Posted by calvintaneng > 2023-09-08 23:59 | Report Abuse

TSH RESOURCES (9509) TAKE A DEEPER LOOK INTO ITS BALANCE SHEET WILL SEE VERY HEALTHY STATE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-24-story-h-241866924-TSH_RESOURCES_9509_TAKE_A_DEEPER_LOOK_INTO_ITS_BALANCE_SHEET_WILL_SEE_V

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 05:58 | Report Abuse

>>>>
TSH historical share price

From 2021 to now, its share price hovered for the most part within the range of RM1.23 to 92 sen, except for a short few months period from Jan 2022 to July 2022, when its price rose from RM 1.10 in Jan 2022 to peak at RM 1.80 in April 2022 and back to 96 sen in July 2022.

calvintaneng was promoting this stock very aggressively and enthusiastically when its price was at RM 1.78 then.

>>>>

CPO historical price movement

Low price in April 2020.
Climbed to its highest and peaked in April 2022.
Tumbled from this peak price down to its trough in October 2022.


TSH historical share price

Rose from RM 1.10 in Jan 2022
Peaked at RM 1.80 in April 2022
Dropped back to 96 sen in July 2022.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 06:13 | Report Abuse

https://klse.i3investor.com/web/stock/financial-quarter/9059?type=quarter

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 06:45 | Report Abuse

>>>>



calvintaneng
Publish date: Sat, 21 May 2022, 03:28 PM
Dear friends,

We are very happy to do another write up again on Tsh Resources

Things are getting very clear as we move forward

And these are some salient factors

1) TSH RESOURCES IS VERY UNDERVALUE

Tsh has 80% palm oil estates in Indonesia.

So is Bumitama with 100% Palm oil estates in Indonesia & Goldenagri also got majority palm oil estates in Indonesia

Latest news tell us that Indonesia has uplifted Palm oil export ban

Now we bought TSH at Rm1.10, Bumitama at 46 sen (Spore) & Goldenagri 14 sen (Spore)

Of of now TSH is up 30%, Bumitama up 60% & Goldenagri up by more than 100%



Since Indonesia has a higher levy & export tax and yet both Bumitama & Goldenagri up 60% to 100% we deem the price of TSH too cheap to ignore


TSH Now Rm1,45

Our Target Price Rm4.00 (One year)

See by May 31st 2023 TSH will have reached Rm4.00 or not



Best regards

Calvin Tan


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2022-05-21-story-h1623337280-TSH_RESOURCES_9059_A_PALM_OIL_STOCK_WITH_GOOD_CLARITY_PROSPECTS_INSIDER
>>>>

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 07:09 | Report Abuse

<<<<<<<
Posted by calvintaneng > 2022-02-24 19:10 | Report Abuse

Rm1.60 only?

Hold tight till Dec 2022 and expect Rm2 to Rm3 target my friend

----

Posted by Goldgent > 2022-03-11 09:16 | Report Abuse

TSH chairman Kelvin consistent buy in the past 2 weeks.
TAN AIK PEN 10-Mar-2022 Acquired 150,000
TAN AIK PEN 09-Mar-2022 Acquired 200,000
TAN AIK PEN 08-Mar-2022 Acquired 200,000
TAN AIK PEN 07-Mar-2022 Acquired 200,000
TAN AIK PEN 04-Mar-2022 Acquired 200,000
TAN AIK PEN 03-Mar-2022 Acquired 1,000,000
TAN AIK PEN 02-Mar-2022 Acquired 1,500,000
TAN AIK PEN 28-Feb-2022 Acquired 2,500,000
TAN AIK PEN 25-Feb-2022 Acquired 2,000,000

====

Posted by calvintaneng > 2022-04-06 16:19 | Report Abuse

Thought today no more below Rm1.70?

But managed to grab some at Rm1.69

Queueing more to buy on weakness now

This may well be our final chance to get below Rm1.70

____

Posted by calvintaneng > 2022-04-18 00:31 | Report Abuse

Superbull is now confirmed


1. in few weeks time both Sunflower oil and canola oil will be depleted

Soyoil already powered above 78 sen (was 25 sen not long ago)

So Cpo prices will rise up to cross Rm7000 per ton again solidly

This is an engine of growth for Tsh

The second engine of growth will be the sale of Sabah lands to be reported next month

then sale of Bulugan Regency land will come plus the Spectacular Explosive Bonanza if any one piece of Nusantara land is sold will propel Tsh to over Rm3 or Rm4 easily effortlessly

++++++++

Posted by calvintaneng > 2022-04-24 17:00 | Report Abuse

Tsh does not depend on palm oil operation in Indonesia anymore as it has a change of fortune

Tsh hit 5 jackpots

One Bulugan estates sold Rm712 Mil to earn 31 sen a share

4 more in Nusantara if sold then Tsh will rise to Rm10 easily

______

Posted by calvintaneng > 2022-05-02 23:06 | Report Abuse

Warren Buffet said

"Be greedy when others are fearful"

smart hands buy in fear not chase during euphoria

--------

Posted by calvintaneng > 2022-05-07 23:13 | Report Abuse

Happy weekend till year end hold TSH tightly

Canola oil at world record
https://tradingeconomics.com/commodity/canola

TSH GOING TO RM4.00 IS A GIVEN

ANYTHING BELOW RM2.00 FOR TSH JUST COLLECT AS 100% PROFIT IS EXPECTED FOR ALL HOLDERS

______
>>>>>>>>

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 07:22 | Report Abuse

>>>>

Posted by calvintaneng > 2022-04-25 10:55 | Report Abuse

Just hold tight

Few more weeks

Tsh will report a very nice profit from Sabah land sale of 7.56 sen

Plus earnings from operation and remeasurement gain of 21.95% from inno the profit is double digits

Policy is to give 60% dividend from profit

SURE THOSE SELL TOO EARLY WILL REGRET LATER

THOSE WHO HOLD WILL BE RICHLY REWARDED

NAYSAYERS WILL GNASH THEIR TEETH

WE WILL REJOICE AND BE HAPPY

.....

Posted by calviniswrong > 2022-04-25 12:56 | Report Abuse

TSH Resources Berhad is currently the most overbought stock by retail investors. Which means TSH is now the weakest plantation stock. Price target is RM0.80
Too many retail investor will keep dropping


calvintaneng

51,088 posts

Posted by calvintaneng > 2022-04-25 13:52 | Report Abuse

the entity behind this spammer telling people about 80 sen is just too foolish

Director Tan Aik Pen already bought 16 million shares at average price of Rm1.643
and his total cost is over Rm26 millions on margin at 7% to 13% interest rate

So let all bear this in mind that Insider bosses are very bullish on Tsh resources

.....

Posted by calvintaneng > 2022-04-25 16:20 | Report Abuse

Calvin operasi tong sampah now on

see which weak holders will let go cheap

//////

Posted by calvintaneng > 2022-04-25 18:07 | Report Abuse

Wall street rookie

Calvin is full of 101% confidence in Tsh and bought more today

.......

Posted by calvintaneng > 2022-04-25 18:18 | Report Abuse

Last time already got 30% retention for domestic market and after that it was lifted

So Matter of time policy will change again

But export of palm oil is not our main focus in Tsh

Our main focus is in its 5 gold mine lands

in bulungan Regency
Sale of over 30,000 acres will bring in Rm712 millions

And that will be 31 sen profit

After that still got 4 pieces of prime lands in Kutai/Nusantara new Capital of indonesia with 94,700 acres more than half the size of Singapore landmass of 180,000 acres

Tsh cost of investment as low as 13 sen pdf

If sold will unleash huge profits


so we invest longer term

Those who cannot wait and feel itchy may sell and go punt others

As for Calvin he will hold tight tight and buy more on weakness

.......

Posted by calvintaneng > 2022-04-28 17:01 | Report Abuse

Hi guys

Calvin managed to buy some Tsh at Rm1.67 today

looking for more bullets to buy Tsh on weakness again

Must thank all naysayers causing fearful hands to throw cheap to Calvin and friends

Terima Kasih

kamsiah

Arogato gonsaimas

>>>>>>>>>>>>

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 07:27 | Report Abuse

>>>>

Posted by calvintaneng > 2022-04-29 15:24 | Report Abuse

Wait till May 2022 great results out

Then the rise will turn effortless and unstoppable by "dirty IB BANKERS" pressing down

Tsh shall rise up!!!

TO CALVIN TSH NOW IS A GREAT VALUE BUY AMONG ALL 42 PLANTATION STOCKS LISTED IN KLSE

......
Posted by calvintaneng > 2022-04-30 11:52 | Report Abuse

Don't bother with IB call warrants as Tsh Resources strong fundamental and explosive cash windfall from assets disposal plus earnings from high Cpo prices will surely and steadily to it's historic high Rm4.02 again

Yes Calvin's stronger buy call is Tsh resources by virtue of it being the laggard now

........

Posted by calvintaneng > 2022-04-30 21:11 | Report Abuse

No Aeon

Palm oil cpo over Rm7000 per ton so we are in palm oil superbull

Warren Buffet said if he is out looking for a 7 footer a 5.5 feet won't do

What he meant is this

If you are out looking for a man 7 feet tall a person only 5.5 feet will not do

So palm oil is offering 200% or more profit while is a mediocre at only 6% to 8% real profit


sunnyspoon

339 posts

Posted by sunnyspoon > 2022-04-30 21:36 | Report Abuse

Indonesia still ban on exporting palm oil. Until when don't know, 3 months may be 6 months, TSH price can go anyway. More will sell again


calvintaneng

51,088 posts

Posted by calvintaneng > 2022-04-30 21:42 | Report Abuse

Do you know ?

Palm fruits unlike canola or sunflower are harvested every two weeks

As such the storage capacity will be full in just one month as fruitful times are here plus Indonesia got abundant workers

Storage capacity will overflow and Indonesia will still have to export again

Now we already know next month in May 2022 Results will include sale of Sabah lands worth Rm248 millions


>>>>>

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 07:29 | Report Abuse

>>>

Posted by calvintaneng > 2022-05-01 17:54 | Report Abuse

For long term investing we don't bother with short term sentiment or price fluctuation now

So we will continue to buy on weakness irrespective of how market behaves

......

Posted by sunnyspoon > 2022-05-02 01:16 | Report Abuse

Bought TSH at Rm 0.90,sold all at Rm 1.83 good profit, will buy back again after Indonesia lifts the ban.


calvintaneng

51,088 posts

Posted by calvintaneng > 2022-05-02 05:59 | Report Abuse

Sunnyspoon

Your words revealed your heart's intention : you have bought cheap and sold out all at a good price

Now for your own selfish and personal reason you come back to spread doubt and fear to cause weak hands to sell so that you hope to get in cheap again?

Is this ethical ? You got conscience?
For sake of your own gain you want to betray your fellow investors whose hope you once had when you bought cheaper and now made double

Since you already sold about Rm1.80 you should wish those who took over from you above Rm1.80 to also make some

This is the law of doing to others what you would others to do to you

>>>>

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 07:31 | Report Abuse

>>>>

51,088 posts

Posted by calvintaneng > 2022-05-04 20:35 | Report Abuse

Wallstreetrookie

Why do you wait until Oct 2022 when Tsh would have reached Rm4.00 to enter?

......

Posted by calvintaneng > 2022-05-05 10:08 | Report Abuse

Good morning

Value investing champion is Warren Buffet and certainty not dead

Moneyontheway

Klk has exceeded it's all time historic high which Tsh has not reach it's previous high of Rm2.60 (after ex bonus one for two free at Rm4.02)

So long way up more

>>>>>>

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 07:33 | Report Abuse

Surely, there are valuable lessons we can learn from observing the behaviour of fellow "investors".

Thanks for the education.

Good morning.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 07:56 | Report Abuse

>>>>

Posted by calvintaneng > 2022-03-02 09:31 | Report Abuse

Buy hold till Rm2.00

Then?

Hold till Rm3.00

Then?

Still hold on till Rm4.00

Then?

Still hold on till a blue chip over Rm10.00

Possible ?

Hohoho!!!
....
Posted by calvintaneng > 2022-03-04 15:50 | Report Abuse

Last time tsh was Rm1. 96 when it took private Ekowood at 40 sen

Now Tsh only rm1. 76

Less 40 sen for Ekowood Tsh only Rm1. 37 real cost

When ijmplant was rm4.00 Tsh was also rm4.00 last palm oil bull

Klk took ijmplant private at Rm3.10

Now in real time Tsh should be at least Rm2. 50 (ex one for two bonus)

Tsh below rm2.00 just buy as much as you can afford
.....
Posted by calvintaneng > 2022-03-04 08:45 | Report Abuse

Tsh Insiders' are mopping up cheap Tsh shares

The longer you delay the less Tsh share will be in the market and the higher price you must pay

Tsh won't wait for you

You don't wait to buy Tsh

You buy Tsh and wait
....
Posted by calvintaneng > 2022-03-07 14:57 | Report Abuse

Just stay in Tsh now best

Insider boss bought at Rm1.69 last Friday

The new benchmark of value

Anything below Rm1.69 just take

Definitely big things yet ahead
....

Posted by calvintaneng > 2022-03-07 17:43 | Report Abuse

RM1.674

TSH BOSS BOUGHT 200,000 SHARES OF TSH AT ABOVE PRICES

NO NEED PANIC
BE STEADY. VERY STEADY

BIG THINGS ARE YET AHEAD.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3240515

.......
>>>>>>>>>>>


Taking comfort from the actions of insiders!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 08:00 | Report Abuse

>>>

Posted by calvintaneng > 2022-02-21 21:11 | Report Abuse

Velocityy

Calvin thinks palm oil Bull run is just starting

Long way more up to go

Calvin expects to see Tsh gives 300% to 500% profits for all who can buy and hold tightly for all the value to be unlocked
>>>>


CPO historical price movement

Low price in April 2020.
Climbed to its highest and peaked in April 2022.
Tumbled from this peak price down to its trough in October 2022.


TSH historical share price

Rose from RM 1.10 in Jan 2022
Peaked at RM 1.80 in April 2022
Dropped back to 96 sen in July 2022.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 08:06 | Report Abuse

>>>>

Posted by th1216 > 2022-01-18 22:27 | Report Abuse

>>>>

hi calvin, i would like to join your whatsapp group on palm oil too ..


calvintaneng

51,088 posts

Posted by calvintaneng > 2022-01-19 01:00 | Report Abuse

The is Teong Hee

Welcome welcome

anyone genuine investor of palm oil shares just whataspp freely this number 0146101668

Posted by vpn388 > 2022-01-21 13:13 | Report Abuse

Calvin,

What's the difference of joining your Whatsapp group? I don't see much difference... It's it disappointing? It's a waste of phone space, right?

Why won't you tell the targeted buying price, selling price and their dates? This time I'll make you feel more comfortable and won't blame you if you fail/ inaccurate. Do you feel better now? Let me trust you that you are not misleading people for your own advantage.

Let's reply here. And please be clear this time. Thank you

Posted by vcinvestor > 2022-01-21 13:50 | Report Abuse

why do i need to join the whatsapp group if every morning i see 5-10 forum posts by calvintaneng on palm oil...

>>>>


Are you in the whatsapp group? Do you find this whatsapp group useful?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 08:11 | Report Abuse

>>>
Posted by stockraider > 2021-12-12 16:43 | Report Abuse

Correctloh...just ignore the TSH land sales profit...which has not even materialize loh, now still pending due diligence findings mah!


Posted by Investorrr > Dec 12, 2021 11:11 AM | Report Abuse

if long term investments, better hope and forecast into TSh 's core earnings only.hope for consistently palm oil price above rm5k per ton for 1st half in 2022.The land sales profit is just a one time profit.

>>>

Agreed totally. An intelligent investor should that this into account in his valuation of this company.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 08:14 | Report Abuse

>>>>
Posted by Johnzhang > 2021-11-24 12:45 | Report Abuse

Calvin, TSH is awarded the concession to rehabilitate about 123,000 ha forest land . So far only about 30,000 ha has been rehabilitated up to end of last year. The biological assets value are the fair value of all tree planted on these 30,000 ha which can be harvested when they mature one day . Once the assets already reflecting current fair value (thru fair value changes on qtrly basis) , there is no gain when they are harvested and sold .
You must understand that biological assets is simply just another class of asset.


calvintaneng

51,088 posts

Posted by calvintaneng > 2021-11-24 13:01 | Report Abuse

Yes,

But the balance of 93,000 hectares also got a value as TSH called it "Rights of Use Assets" with 100 years lease

Right of use assets book value is Rm292 Millions

What is the current market value? As in all Assets - Right of Use Assets also can be revalued & sold


Johnzhang

2,887 posts

Posted by Johnzhang > 2021-11-24 13:54 | Report Abuse

Calvin,
I don’t think there is any commercial value to the un-rehabilitated forest land . I am not privy to the concession agreement and can’t confirm if the concession is even transferable. But I seriously doubt it is transferable!
The concession is only the rights to cultivate timber tree for later harvest. The concession land , which I believe is non transferable, is NOT an asset to the company. Consequently, we don’t see it being reported in the list of assets in the annual report .
Sarawak government has cancelled quite some forestry concession and threaten to withdraw more if the awarded companies fail to comply to the rate of forest rehabilitation.
The right of use assets in the book are for all the leasehold oil palm lands in Indonesia . Domestic and foreign company can only hold leasehold or right to use property in Indonesia. The lease in Indonesia is always very short , 20-40 years only. In the case of TSH, the lease is for 35 years and all leases are expiring in 2040-2046 ie 20 years time . Consequently, the value of the land will continue to depreciate as the renaming lease get shorter. Extension of lease to foreign company in Indonesia is a big question mark! Don’t expect land appreciation for TSH!


novice2020

133 posts

Posted by novice2020 > 2021-11-24 14:01 | Report Abuse

@Johnzhang, Thanks for your clear explanations stated above. Also agree with you that it is more accurate to evaluate the performance of the company based on PE rather than EPS. There are certainly many plantation companies with better PE based on 3rd Quarter results. And prospective PE based on the full year results.


Johnzhang

2,887 posts

Posted by Johnzhang > 2021-11-24 14:08 | Report Abuse

I evaluate TSH solely for its oil palm business. If you include the timber business in the equation, there are a lot more issues such as state policy , long term timber products price , cost of production , gestation period , etc to be looked into , which entails very different discussion.


calvintaneng

51,088 posts

Posted by calvintaneng > 2021-11-24 14:44 | Report Abuse

Johnzhang Calvin,
I don’t think there is any commercial value to the un-rehabilitated forest land . I am not privy to the concession agreement and can’t confirm if the concession is even transferable. But I seriously doubt it is transferable!

No. These lands are not transferable but only the remaining years of "Rights" could be sold

The company has to register these lands under different sub entities that got the Rights

So they can be sold as sub companies

This was how many Bumi and non bumi entities get Govt allocated "concession lands at nominal sums and do nothing themselves. They either "rent out these lands for a yearly fee for others or out right sale of these separate companies if price is right
>>>

Good sharing by one who is more knowledgeable than the promoter on land matters in Indonesia. This add values to this discussion and to this forum. Thanks.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 08:42 | Report Abuse

>>>

Posted by SEE_Research > 6 minutes ago | Report Abuse

FULLY EXPOSED


Lapsap longkang fella who had badly speculated a panjang longkang list of 9 plantation stocks are fully exposed with his mouse tail that protrude


CLEARLY WITH IS TOTAL LOSSES , WHAT EVER IT MAY BE ( PAPAER LOSSES ) ARE HUMONGOUS AT RM 1,185 ,470 .00 CHEERS TO HIM FROM HIS 50 DISGRUNTLED FOLLOWERS.

>>>

Always look at risks of the stock. By eliminating or minimising the risks, the upside take care of itself.

Posted by SEERESEARCH2023 > 2023-09-09 15:00 | Report Abuse

Wow, rm3?
Wait a , i inform pudin to boom US

Posted by OnTime > 2023-09-09 15:08 | Report Abuse

rm3, hosey liao!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-09-09 16:41 | Report Abuse

>>>>
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

1H 2023 Financial Result for TSH
1H2023 …. Rev (RM ,000) …. Net Prof (RM ,000) …. EPS (sen) …. Div (sen) …. NTA (RM)
1H 2023 .... 506,868 .... 39,990 .... 2.90 .... 0.00 .... 1.513

18 hours ago
>>>>

The last 3 qtrs, the qtrly EPS showed a downtrending pattern.
The 1H of 2023, TSH delivered EPS of 2.9 sen per share.
Annualising this to project its EPS for this whole year of 2023 = 2 x 2.9 sen = 5.8 sen per share.
Its NTA is RM 1.513 per share.
Thus, its ROE = 5.8 / 151.3 = 3.83%.


I usually like for companies with ROE of 15% or more.

In any case, a company with an ROE of 3.83% and NTA of RM 1.513 per share, what is its fair value in these various scenarios:

1. when you seek returns = to risk free treasury bond rate of 5%?
2. when you seek returns = 10% per year?
3. when you seek returns = 15% per year?

Does calvintaneng's irrational price of RM 4.00 make much sense? How does he justify this?

Do you know why some businesses trade below their NTA values and some businesses trade a premium above their NTA values?

Posted by SEERESEARCH2023 > 2023-09-11 13:04 | Report Abuse

They predict cpo price gonna go down next week wor.