Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

Investing is a journey and also an experiential one. You have the company's business and the share price. Stay focus on the company's business ALWAYS. Share price should not influence you so much, it is only there for you to take advantage of. Of course, if price influences an investor emotionally, he/she will not be a safe investor.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

The owners of KMLoong and Crescendo are the same. They have been good stewards of both these companies.
KMLoong: high ROEs, P/B is reasonable, DY is 5%+.
Well managed. Growth is slow and steady; but more challenging going forward.

Posted by Sslee > 2 weeks ago | Report Abuse

I am not saying KMLoong is not a good company with good management. I am just comparing both as value buy as plantation company.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

SSLee

Value investing: growth and value are two sides of the same coin.
In my experience, all investing is value investing. You have to decide which game you wish to play (Great/Good/Gruesome companies). You have to decide on your investing time horizon (short term, medium term or long term). You have to decide on your investment objectives (compounding at a certain high rates of returns over 5 to 10 years, at low risk).

You can then choose to buy a company valued at $1 at 50 sen, or, buy a company priced at $1 today but with a value of $2 in 5 years (due to growth, etc). I choose to stay with the latter.

Posted by Sslee > 2 weeks ago | Report Abuse

By the way past record do has its relavant but cannot represent the future.

I give my benefit of doubts to current Jayatiasa management as they had done a great job in generating over RM 360 million cash flow from operating activities that make jayatiasa a net cash company and start to give good dividend.


Cash flow
RM ’000
Current year-to-date 30 Jun 2024
Corresponding year-to-date30 Jun 2023
Net cash generated from
operating activities 360,029 297,188
Net cash used in investing
activities (114,828) (44,406)
Net cash generated from/(used
in) financing activities (195,301) (287,106)
Effect of exchange rate changes 18 184
Cash & cash equivalents at
beginning of financial period 194,204 228,344
Cash & cash equivalents at end of financial period 244,122 194,204

Current Liabilities
Loans and borrowings 57,652 56,314
Non-current Liabilities -
Loans and borrowings 136,577 292,054

Posted by calvintaneng > 2 weeks ago | Report Abuse

jtiasa net cash is Rm100 millions

Tsh cash and cash equivalent (if include it's 105 mil shares in Inno ) is Rm285 millions

Tsh can certainly give a better dividend

Posted by Sslee > 2 weeks ago | Report Abuse

I do not think TSH can match jayatiasa FFB production:
Jayatiasa
FFB projection:
30-Jun-2022
(Actual)
30-Jun-2023
(Actual)
30-Jun-2024
(Actual)
30-Jun-2025
(Budget)
Planted area (ha) 69,589 69,589 68,569 67,449
Immature (%)(<4 years)
0.0% 0.0% 0.0% 0.0%
Young mature (%)(4-7 years)
3.1% 0.0% 0.0% 0.0%
Prime mature (%)(>7 years)
96.9% 100.0% 100.0% 100.0%
FFB production (MT) 737,723 943,924 1,155,478 1,211,852
FFB yield 10.6 13.6 16.6 17.8

Posted by calvintaneng > 2 weeks ago | Report Abuse

No Tsh is 70% Asset play and 30% in earnings

Jtiasa is 70% in earnings and 30% in assets

Jtiasa is like Inno
Tsh is like Bplant

Posted by calvintaneng > 2 weeks ago | Report Abuse

Ok since we are here

Let Calvin give his assessment on these stocks

1. Jtiasa i will give 80 marks

2. Nestle 50 marks

3. Dlady 50 marks

4. Kseng 60 marks

5. Jaks 40 marks

6. Scib 40 marks

7. Tsh 90 marks

Up to others to give their assessment and Value

Posted by calvintaneng > 2 weeks ago | Report Abuse

One more assessment


I think Both 3iii and Prudentinvestor combined also will lose to SSLee

SSLee has a higher level investing intelligence than 3iii or Prudentinvestor who thought highly of themselves (actually still mediocre) and for Eagle 77 and Tikus Mikecyc these two are real rubbish time wasters

Posted by calvintaneng > 2 weeks ago | Report Abuse

SSLee

We bought Jtiasa(Giant Treasure) at 63 sen
Now very good 6 figure profits!

Time to take a break

See

https://youtu.be/ArBczrPjiTA?si=vgtbwWPB03ysl2R4

Posted by prudentinvestor > 2 weeks ago | Report Abuse

1 week ago | Report Abuse

Jtiasa?
I bought at 63 sen
Already made 6 figure profits

Calvin the Tua Pao, you posted the above comment a week ago, this is only one of a few thousand. As far as bragging/exaggeration is concerned, no one here can come close to you. Who is thinking too highly of himself? Only a half cooked fella.

Posted by prudentinvestor > 2 weeks ago | Report Abuse

Here is another one, Calvin the Tua Pao bragging about his prowess and he has the cheek to say some are thinking too highly of themselves.
"but Calvin told Eagle group buy at what price ?
Jcy 32 sen
Notion 52.5 sen
Hexcap 38 sen
Dufu Rm2.20"

Posted by prudentinvestor > 2 weeks ago | Report Abuse

Oh Tua Pao Sian, Tua Pao Sian, when you point a finger at others, four fingers are pointing at you.

Posted by prudentinvestor > 2 weeks ago | Report Abuse

2 weeks ago | Report Abuse
Vstec
Another chun chun
Super buy and made 600%
Tsh will be better !!
Sell Vstec and switch to Tsh

Yet another one from Calvin the Tua Pao. TSH would deliver 6,000%. What a clown this person is. Bragging, exaggeration and lying are his forte.

Posted by calvintaneng > 2 weeks ago | Report Abuse

Hahaha

Vstec?

Chun Chun buy call
29 May 2020 or 4 years ago

for Tsh just wait like Vstec


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

Posted by prudentinvestor > 2 weeks ago | Report Abuse

Calvin the Tua Pao, one day you claim to have made 6 digits from this counter, the next day you would claim to have made 7 digits on another counter. No wonder you have so much money to build 6 and 7 star hotels in Nusantara. I wish you best of luck.

Posted by calvintaneng > 2 weeks ago | Report Abuse

No. Only made 6 digits from Jtiasa

Never claim to build any hotel

Do not put words where there is none

The tua pao fella is you!!

Posted by calvintaneng > 2 weeks ago | Report Abuse

We do not boast or make false claims

See our proofs

Buy ijm plant at Rm1.86
Sell harta at Rm9.98

A chun chun call

See

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA

Posted by calvintaneng > 2 weeks ago | Report Abuse

Bplant

Buy call was 57 sen

Our proof

👇

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-04-12-story-h1563301593-PALM_OIL_JEWEL_BPLANT_OR_BOUSTEAD_PLANTATION_5254_BPLANT_HAS_DEEP_VALUE

Posted by prudentinvestor > 2 weeks ago | Report Abuse

" 4 weeks ago | Report Abuse
Wahaha
I bought Notion at 52.5 sen and now so good up 350%
Now can switch Notion to buy Tsh on the cheap

Calvin the Tua Pao, 4 weeks ago you posted the above comment. Another 6 digit gain apart from Jtiasa and PM Corp and many others.
Who can be so crazy as to build 6 and 7 star hotels in the Kalimantan jungles?
Others have fondly called you "Clown" or "Tua Pao" on this forum. I don't dare to compete with you. Out of your over 56,000 thread, I can easily pick out at least 5,000 comments in which you bragged about your capability.

Posted by calvintaneng > 2 weeks ago | Report Abuse

Whoa

So?

Just follow all the good advise freely given

others charge a fee but we offer advise free of charge

all who are happy just follow

all not happy just go do what you seem fit

no one force you to buy or sell

Posted by calvintaneng > 2 weeks ago | Report Abuse

https://e.vnexpress.net/news/business/money/land-worth-much-more-than-university-degree-4790144.html


this is a good example of landbank appreciation


prices of Assets can rise faster and overtake earnings

Posted by SEERESEARCH2023 > 2 weeks ago | Report Abuse

Wa, good advices given has kept a lot trapped top of rm1.8. good advice in keeping you close to 40% lost

Posted by prudentinvestor > 2 weeks ago | Report Abuse

So calvintaneng is the veritable clown/tua pao on this forum. He is a TSH which stands for trustless and shameless human.

Posted by calvintaneng > 2 weeks ago | Report Abuse

Good advise ?

check this post

On Nov 4 2021

Tsh was Rm1.09

jtiasa 63 sen

bplant 57 sen

all others also good value

see

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-11-04-story-h1593687704-Reposted_Article_OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_B

Posted by Eagle77 > 2 weeks ago | Report Abuse

RUNNN HANCUR ⬇️⬇️⬇️🩸🩸🩸

Posted by Eagle77 > 2 weeks ago | Report Abuse

S T U PID BUY THIS STOCK ⬇️⬇️⬇️🩸🩸🩸

Posted by Eagle77 > 2 weeks ago | Report Abuse

CON AND WILL DROP UNTIL 0.50 ⬇️⬇️⬇️🩸🩸🩸

Posted by calvintaneng > 2 weeks ago | Report Abuse

many liars come here tell lies

see the truth

jtiasa was 63.5 sen when this was posted


below 👇


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-09-27-story-h1571738431-JAYA_TIASA_ALWAYS_SUCCESSFUL_VERSUS_SUBUR_TIASA_ALWAYS_FERTILE_Calvin_T

Posted by calvintaneng > 2 weeks ago | Report Abuse

This one

Tsh Chun Chun buy call

Rm1.04


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-08-23-story-h1569887423-REPOSTED_ARTICLE_CALVIN_TAN_ON_THE_INTRINSIC_VALUE_OF_TSH_RESOURCES

Posted by prudentinvestor > 2 weeks ago | Report Abuse

Don't just cherry pick Calvin the Tua Pao. You recommended JCY recently when it was trading at above 85 sen, claiming it served the entire world. How much is JCY today? Another two counters recommended by you recently, Notion and Hexcap also fall badly.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

FYE Dec 2023

INCOME STATEMENT
Revenues 1067m
Gross Income 398m
EBIT 181m
Interest exp 20m
PBT 190m
PAT 95m

BALANCE SHEET
CA 645m
TA 2845m

CL 318m
TL 540m
TEq 2047m

Cash & Eq 250m
ST Debts 192m
LT Debts 112m

CASH FLOW STATEMENT
Net income 197.8m
D&A 101.4m
FFO 195.6m
CWC 34.3m
NOCF 230m

Capex (64.1m)

Dividends Paid (35.5m)

FCF 165.9m
FCF Yield 9.77%


FINANCIAL DATA
Price 1.13
Market Cap 1.56b
No of shares 1.382b
ROE 4.75%
NTA 1.456
P/B 0.77
EPS 6.92 sen
PER 16.33
Dividend 2.5 sen
DY 2.21%
DPO Policy 20%

FCF 194.31 m

Posted by Sales > 2 weeks ago | Report Abuse

Holding TSH, no worries! If hold Gtronic die liow....

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

GRUESOME/GOOD COMPANY

Posted by calvintaneng > 2 weeks ago | Report Abuse

Gruesome?

see

👇

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-12-03-story242906-THE_PROBLEM_OF_3iii_IS_HE_HAS_TUNNEL_VISION_IN_INVESTMENT_HE_CANNOT_SEE_WHAT_OTHERS_SEE

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

KIM LOONG
FYE JAN 2024

INCOME STATEMENT
Rev 1526m
Gross Income 276m
EBIT 219m
Interest exp 2m
PBT 232m
PAT 148m



TSH
FYE Dec 2023

INCOME STATEMENT
Revenues 1067m
Gross Income 398m
EBIT 181m
Interest exp 20m
PBT 190m
PAT 95m


JAYA TIASA
12 months FYE 30/6/2024

INCOME STATEMENT
Revenue 1,015.8 m
Gross Profit 305.7 m
Operating Profit 227.2 m
Finance costs 18.5 m
PBT 206.6 m
Net Profit 141.1 m


KMLOONG has the highest revenues. However, its gross profit margin is lower than TSH and JTIASA.

Despite the lower gross profit margin, KMLoong manages its operating expenses better than TSH and JTIASA. Its EBIT margin is higher than those of TSH and JTIASA.

Also, KMLoong has less borrowings and holds a lot more cash than TSH and JTIASA.

Market caps
KMLoong 2.393b
TSH 1.56b
JTIASA 1.042b

Posted by calvintaneng > 2 weeks ago | Report Abuse

Kmloong got only 30,000 acres of oil palm like a small sampan and therefore not included in Eagle Group top 10 picks

Thplant got 240,000 acres

bplant 220,000 acres (Klk took it private )

Jtiasa 206,000 acres

Tsh 150,000 acres oil palm and over 300,000 acres of forest concession


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-11-04-story-h1593687704-Reposted_Article_OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_B

Posted by ks55 > 2 weeks ago | Report Abuse

TSH price - https://klse1.i3investor.com/servlets/stk/chart/9059.jsp

KMLOONG price - https://klse1.i3investor.com/servlets/stk/chart/5027.jsp

Which company can get you better return buy dividend and capital appreciation will be a better cat.

Posted by calvintaneng > 2 weeks ago | Report Abuse

Price is what you pay
Value is what you get

I rather buy a Value stock at low price


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

Posted by calvintaneng > 2 weeks ago | Report Abuse

Told all to buy Jtiasa when it was below 90 sen at stage 5

Now that Jtiasa is giving 6 sen dividend a year its share price already up over Rm1.07 ( no more below 90 sen)

So best buy now is Tsh below Rm1.10

Once Tsh reaches stage 6 then too late to buy cheap

A cheerful consensus is always expensive

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan

Posted by emiteno > 2 weeks ago | Report Abuse

WAIT RM1 ONLY CONSIDER

Posted by prudentinvestor > 2 weeks ago | Report Abuse

It has never dropped below RM1 for more than a year.

Posted by Eagle77 > 2 weeks ago | Report Abuse

HANCUR ⬇️⬇️⬇️🩸🩸🩸

Posted by dompeilee > 2 weeks ago | Report Abuse

The beginning of the END! Promoting with enough saliva to fill an Olympic swimming pool but still impotent!!

Posted by calvintaneng > 2 weeks ago | Report Abuse

End?

Dumb indeed as Dumbpeilee

Today sell down is the work of Dirty IB banks since Tsh call warrant expiry soon

We will be happy to buy Tsh mother share on offer

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 weeks ago | Report Abuse

>>>
KMLoong 30,000 acres
Jtiasa 206,000 acres
Tsh 150,000 acres oil palm and over 300,000 acres of forest concession
>>>

Latest FYE Profits
KMLoong 117m (from its plantations only)
TSH 95 m
JTiasa 141 m

WHY are the plantation profits of TSH and JTiasa so small relative to their plantation acreages?

Posted by calvintaneng > 2 weeks ago | Report Abuse

Km loong profit is more from its milling (purchase of ffb from 3rd party) Rm38 millions

Compared to its own ffb produced Rm34 millions

Posted by calvintaneng > 2 weeks ago | Report Abuse

Kmloong said Cpo Rm3,000 already good enough

If Cpo not too high Kmloong will earn more from milling

If Cpo too high no good as milling will earn less

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-08-28-story-h1570606253-Kim_Loong_Resources_eyes_record_year_amid_high_CPO_prices_The_Lessons_R

Posted by calvintaneng > 2 weeks ago | Report Abuse

Slowly and steadily

Ikn nusantara turns into another Putrajaya

https://www.theborneopost.com/2024/09/11/indonesian-minister-confirms-nusantaras-14-housing-towers-ready/