TSH RESOURCES BHD

KLSE (MYR): TSH (9059)

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Last Price

1.17

Today's Change

-0.02 (1.68%)

Day's Change

1.16 - 1.19

Trading Volume

1,189,000


15 people like this.

26,975 comment(s). Last comment by prudentinvestor 6 hours ago

skoh888

1,022 posts

Posted by skoh888 > 2 weeks ago | Report Abuse

listening to live is life by opus....replacing it with clown is clown lol

titan3322

2,708 posts

Posted by titan3322 > 2 weeks ago | Report Abuse

As long as it can distribute a total of 4 sen dividend annuall it's ok to keep. You won't lose much at this price

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

Titan is sensible and clever

clap!
Clap !!
CLAP !!!

Posted by SEERESEARCH2023 > 2 weeks ago | Report Abuse

Can enter mbb now. The biggest bank in malaysia, persistently give u min 5% of divident, with potential share split as seen in history. Much better winner over the long term.

Posted by SEERESEARCH2023 > 2 weeks ago | Report Abuse

Imagine u buy their dip at 7++ during covid time, where this cunning man scare u their bankruptcy back way longer, which is kinda useless, and u will receive almosta consistent 60 cents divident per year since then. Cal ur self how many % to your capital . It is way way way higher than tsh with capital appreciation.

Posted by prudentinvestor > 2 weeks ago | Report Abuse

Maybank dipped below RM7 a share in early November 2020. Investors who had bought Maybank then and keep their shares until today have a total return of over 80%.

Posted by prudentinvestor > 2 weeks ago | Report Abuse

CIMB Bank investors have made much, much more, over 200% returns if they still keep their shares.

MrFox

1,344 posts

Posted by MrFox > 2 weeks ago | Report Abuse

Buy for long term , nothing to worry.
If short term, better dun

ScotFree

132 posts

Posted by ScotFree > 2 weeks ago | Report Abuse

I pity domp-errier life. Penny wise, pound foolish. Lol

ScotFree

132 posts

Posted by ScotFree > 2 weeks ago | Report Abuse

Banks are a derivative of farmers..like rubber, pineapple to OCBC. Pepper, Gambier to UOB..etc
So plantations are bedrocks of commerce

titan3322

2,708 posts

Posted by titan3322 > 2 weeks ago | Report Abuse

Nah the Ringgit is getting weaker and weaker now so you know what types of companies will benefit from the weak Ringgit again !

Posted by SEERESEARCH2023 > 2 weeks ago | Report Abuse

Volume drop but price goes up 2 cents. Can c scammer is working hard to push it up. Pls push it up. Many are waiting to get out.

titan3322

2,708 posts

Posted by titan3322 > 2 weeks ago | Report Abuse

Just one sentence in investment - don't put all the eggs in one basket 🧺 !

ScotFree

132 posts

Posted by ScotFree > 2 weeks ago | Report Abuse

So if ringgit is weak, who benefit, answer self questioned

titan3322

2,708 posts

Posted by titan3322 > 2 weeks ago | Report Abuse

@ScotFree if you export in USD what currency would you get ? If Ringgit is weaker than USD will you get more or less Ringgit ? I will punish you standing under the sun 🌞 for one hour lousy student 🤣🤣 but there's no guarantee the stock will rise in the short term lah 🐒🐒🤣🤣

Posted by SEERESEARCH2023 > 2 weeks ago | Report Abuse

When drop blame idss, blame trump, blame usd, blame the war. When no idss, no war, why it doesnt goes up instead? Scammer dint do his hard work to push it up.....

ScotFree

132 posts

Posted by ScotFree > 2 weeks ago | Report Abuse

Wah ah titan so clever ah. But u did not answer

Posted by prudentinvestor > 2 weeks ago | Report Abuse

CPO price has already gone up by 30% from its August low. TSH should move up even without being promoted by others.

bankrupt

85 posts

Posted by bankrupt > 2 weeks ago | Report Abuse

Land sold so no more CPO to harvest?

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

👉TSH : 


PublicInvest ceases coverage on TSH Resource due to slow growth, sluggish FFB yield 
By Faiqah Kamaruddin 
May 21, 2024 @ 11:02am 


KUALA LUMPUR: Public Investment Bank (PublicInvest) is ceasing its coverage of TSH Resources Bhd due to the company's limited growth prospects and sluggish fresh-fruit bunches (FFB) yield. 
The firm said it is reallocating its internal sources to other sectors. 



Investors should no longer depend on any of our financial forecasts for TSH Resources in making investment decisions, nor infer any adverse opinion as a result of our decision to cease research coverage," said PublicInvest. 


In a research note today, PublicInvest said FFB production growth is anticipated to be subdued this year due to the sale of plantation assets in Indonesia and Sabah (13,214 hectares) over the past two years. 


"Additionally, the average age of the plantations is increasing (currently 13.4 years old), and FFB yield remains low due to insufficient replanting activities in recent years," PublicInvest said.

Posted by SEERESEARCH2023 > 2 weeks ago | Report Abuse

Any idss today? No.
How is the volume today? Min.
Any buying interest? Poor.
Does it goes up as liar claim multiple time before? Zero.

Posted by SEERESEARCH2023 > 2 weeks ago | Report Abuse

CpO price and its price is of cyclical nature. It looks like a past tense now.

MrFox

1,344 posts

Posted by MrFox > 2 weeks ago | Report Abuse

Tikus@
Huang looking for you at jaks

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

NOVEMBER FCPO FUTURE NOW RM4,800! Why Calvin Tan say prices are sustainable above Rm4,000 Plus Buy Palm Oil Upstream Players, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-10-31-story-h472881475-NOVEMBER_FCPO_FUTURE_NOW_RM4_800_Why_Calvin_Tan_say_prices_are_sustainab

Tanleechoo

445 posts

Posted by Tanleechoo > 2 weeks ago | Report Abuse

JCY / Dufu better than Tsh

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

These Jcy &Dufu both good as Hdd/Ssd will be required by over 10,000 Data Centers worldwide when Trump hit Tech sector hard by high tariffs

I will grade them with these marks

Out of 100 marks

1. Jcy 70 marks
2. Dufu 80 marks

3. Tsh Resources stands out with 90 marks

It Tsh follow Inno giving out high dividends then i will give Tsh 100 marks

Posted by SEERESEARCH2023 > 2 weeks ago | Report Abuse

If i am trump, i will impose sanction semicon sector ESP MALAYSIA.
Trump is know for such issue.

If trump elected, bursa will be red .
In future he will impose new tariff, which u will c another round of declining bursa index. That time, will have a big sale for u to choose.

Posted by SEERESEARCH2023 > 2 weeks ago | Report Abuse

Trump imposed tariff on topglove previously. Do rmbr the history .

Posted by keatseongUOB > 2 weeks ago | Report Abuse

Since Calvin likes grades, I give him a 0

mf

29,131 posts

Posted by mf > 2 weeks ago | Report Abuse

Switzerland could now be dealing with a deflation problem
Switzerland could now be dealing with a deflation problem
European markets fall as euro zone inflation comes in higher than expected; Societe Generale jumps 9%
European markets fall as euro zone inflation comes in higher than expected;

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Recap on why Indonesia is urgent to implement Biodiesel from B35 to B40 to B50 by 2025-2026 :

1.) EUDR :

Postponement of EUDR's entry into application


The Commission is proposing an amendment to the EUDR that would postpone (a) its date of entry into application from 30 December 2024 to 30 December 2025 (and till 30 June 2026 for small and micro-enterprises) and (b) benchmarking deadline to 30 June 2025.

2.) Indonesia is the world's largest exporter of palm oil. In 2023, its total palm oil exports amounted to 27.5 million metric tons, indicating a slight increase from the previous year.

3.) In 2013, India (29% of exports) and the EU (17% of exports) were the biggest importers of Indonesian palm oil. By 2022, exports to India (12%) and the EU (10%) had declined, and China had become the largest importer of Indonesian palm oil, increasing its market share from 11% of exports in 2013 to 14% in 2022.


4.) Indonesia, the world's largest palm oil producer, likely consumed 11.9 million mt, or 26.6% of its total production, of the vegetable oil as a biodiesel feedstock in the marketing year 2022-23 (October-September), according to a US Foreign Agricultural Service report released August 2023.

For MY 2023-24, the agency expects Indonesia's industrial use of its palm oil supply to rise to 12.7 million mt, or 27.6% of its production for the year.


👉Question :

1.) If Indonesia is restricted to export CPO to EU , what is the impact to the CPO exporters ?

2.) Why TSH FY21 Top 3 n Top 4 substantial shareholders Top 3 Tunas with 4.92 % n Top 4 Embun Yakin with 4.88 % disposed the shares during 2022 price Uptrend ?

3.) Why TSH following Principle Officers Resigned:

>Resignation of Principal Officer : 


A) ED Tan resigned on June 2022 


B ) Ex CFO resigned on June 2022 


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


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024


4.) Why Jtiasa 2nd Major shareholder Genine : 14.68 % keep disposed share until balance 6 % .

👉 Genine started disposed 8.68 % share from August 2023 to July 2024 … ie : RM 0.84 to RM 1.53 to RM 1.10.


5.) Jtiasa FFB production output is reduced significantly compared to 2019 :

> 2002 started replanting:

July-Sept: FFB MT

2019: 425,801

2020: 326,209 ( - 23.4 % vs 2019 )

2021: 195,447 ( - 54 % vs 2019 )

2022: 263,948 ( - 38 % vs 2019 )

2023 : 359,740 ( - 15.5 % vs 2019)

2024 : 343,397 ( - 19.4 % vs 2019 )


> > Possible causes:

a.) Replanting schedule based on replanting cost ! Ard RM 30,000 per hectare.

b.) 76 % Planted Area is rented Land … being identified by Sarawak gov is suitable for Hybrid Rice cultivation !

mf

29,131 posts

Posted by mf > 2 weeks ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

41,880.30

-261.24

0.61%

Nasdaq

NASDAQ Composite

18,280.08

-327.84

1.76%

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

Why this why that?

Them missed Ijmplant privatisation?

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

Question this question that then missed Bplant 369% gain?

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Clap Clap Clap 👏 👏 👏 to Big Cannon Calvin !🤣🤣🤣🤔



Posted by keatseongUOB > 1 hour ago | Report Abuse

Since Calvin likes grades, I give him a 0

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

Doubt this doubt that then see Jtiasa jumped from 63 sen to Rm1.24

Inclusive of dividend jtiasa now up 100%

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha why ah Big Cannon Conartist Calvin called Konartist Sslleee Palm Oil Plantation expert but so dumb in Bplant :

After Lee dumb dumb hold Bplant did not sell at RM 1.20 n above , suddenly dumb dumb sold at ard RM 0.67 with Cost ard RM 0.67 ( holding since 2017 ) . The price is rebounded from RM 0.64 to RM 1.01 within 11 Days .


Lee must be amm dui liaw , became a Negative commentator in Bplant forum , saying Shl be dropped below RM 0.60 , what a joker le or sot2 le , hahahaha.


More Amm dui lee as Last Price is RM 1.57 before Privatisation delisted….

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha why Big Cannon Conartist Callvin replied my call that he is happily Retired on December 2020 .. ran Road for 3 months.. forumers in Netx said Big Cannon is chasing by Ah Long !🤣😱🤔

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

Why conmouse disturbed supermax in 2020 at Rm3 during glove superbull ?

Wasted opportunity as Supermax jumped from Rm3 to over rm20

Better not miss Tsh now

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha why ah Konartist sslleee repeatedly shouting so desperately in Jtiasa with TP over 52W H RM 1.53 ?

And Konartist sslleee n his Kon gang tried many ways to prevent me posting in Jtiasa forum since he 1st approached me in Netx on 2020 .. told lies to bail out Stockraider ( Calvin partner in Netx ) on my question to Stockraider that he play Wayang with Calvin on Insas WB which invested RM 5000 !🤣😱

Then Konartist sslleee said Stockraider won 1 Myvi on Netx RI with Warrant.. Stockraider said won 2 Myvi !🤣🤔

Then both bla bla bla Klon the Wayang script on Insas RI : PB n WC !

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Why Conartist Callvin cannot afford a Cruise Ship ticket holiday to Thailand on December 2019 as he posted Gain 7 Figures on 2019 !🤣🤣🤣🤔

Told Lie by Lie onboard of a Cruise Ship , along the way Promoting Netx !

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

This biggest con of all con is Con mouse

Bluff here bluff there ask people buy insolvent jaks (jaws) finally kena conned himself into a.corner

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Posted by Johnchew5 > 2 days ago | Report Abuse

Hoho further to Glove rally during pandemic ( China started Feb 2020 , Malaysia started March 2020 ) …I did made profit on Kossan and Comfort.

I did a study on Demand vs Supply of 7 local nitrile gloves companies posted on August 2020 that supply shl be fulfilled demand by netx 12 months from August 2020 .

And posted TG TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .




The firm said Covid-19 cases in the US had increased beyond expectations.



As a result, it estimated that glove demand had increased in the US, causing further depletion in global stock levels.



>> "Our estimates show that global stock levels could have declined by an additional two per cent to 10.8 billion pieces. This is enough for 15 days of demand (previously 15.2 days) and much lower than the prepandemic 60-day average," it added.



From July 8-12, the number of new cases rose to above 60,000 per day.



As of July 12, the total new cases increased by 367,000 or 24 per cent on a month-to-date basis to 3.27 million.



"As Covid-19 cases remain high in the US, demand for gloves should stay exceptionally strong, given its importance in protecting healthcare workers.



"As the US is the world's biggest glove consumer, its stubbornly high number of cases means that demand for gloves should continue to rise," RHB Research said.


>>>



global stock level 10.8 billion for 15 days demand during Pandemic.



Haha according to nanyang news in July2020 , China has donated 26.0 billion hand gloves n 620 million face mask to US.



-----



10.8 b x 2x12 months = 259.2 billion demand for netx 12 months starting August 2020 .



>> Note : 10.8 b x2 x 12 = 259.2 billion is to meet the Demand contract order for queing 1 year start from August 2020 . It is additional 129.6 billion pieces .



## Hartalega Holdings Bhd executive chairman Kuan Kam Hon said :
Demand of 120 billion more pieces of gloves in the Netx 3 years



> Haha what a coincidentally figure demand 120 billion more pieces in the Netx 3 years , can 259.2 billion pieces being produce in 1 year which included the additional demand qty 129.6 billion .


----



haha lets do a research study on following gloves companies 1 year production capacity on Nitrile gloves only :



a.)Top glove : 50 % nitrile , output 84.1 billion/ year towards end 2020 , and expect change to 60 % nitrile .



84.1 b x 0.6 = 50.46 billion



b.) Hartalega : 95 % nitrile, yearly output 24.5 billion .



24.5 b x 0.95 = 23.28 billion



c.) Supermax: 90 % nitrile, yearly output 27.4 billion.



27.4 b x 0.9 = 24.66 billion



d.) Kossan : 75 % nitrile , yearly output 32.0 billion.



32.0 b x 0.75 = 24.0 billion



>>> Big 4 total nitrile gloves output for 12 months = 50.46 +23.28 + 24.66 + 24 = 122.4 billion.



Others gloves company :



1.) Comfort : 60 % nitrile, yearly output 5.9 billion .



5.9 b x 0.6 = 3.54 billion



2.) YTY : captured 11 % nitrile market since 2011 , estimated 18 % in 2020 :


259.2 b x 0.18 = 46.66 billion



3. Smart Gloves : 95 % nitrile, yearly output 8.2 billion


8.2 b x 0.95 = 7.79 billion.



## Just these 7 glove companies 12 months output ( 1 year ) = 122.4 +3.54 + 46.66 + 7.79 = 180.39 billion .



### 180.39 b / 259.2 b =69.6 % of world nitrile gloves consumption for the netx 12 months from August 2020 .



note : YTY in under Indonesia mother company group.

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

I did a study on Demand vs Supply of 7 local nitrile gloves companies posted on August 2020 that supply shl be fulfilled demand by netx 12 months from August 2020 .

And posted TG TP RM 3.40 on 4/12/2020 , ard 2 weeks earlier than JPM TP RM 3.50 .

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

Hahahahaha

Hahahaha!

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha Conartist Callvin always is a Big Cannon!🤣🤣🤣

calvintaneng

56,536 posts

Posted by calvintaneng > 2 weeks ago | Report Abuse

Missed the glove superbull now talked three talk four?

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha seems Conartist Callvin missed the Glove rally as heavily promoting Netx from September 2019 until December 2020 …

Even so jealous said here Glove stocks are not Up as high as Singapore one .. said Malu sia !

Why Conartist Calvin ran road on December 2020 ? Returned on March 2021 after Plantation members are recruited by Wendy !🤣

Mikecyc

46,623 posts

Posted by Mikecyc > 2 weeks ago | Report Abuse

Haha why ran road le , said sold 8 apartments to buy Netx .. asked ppl to sell other shares to buy Netx … always shouting win win win with cost 1 sen in Netx …but said is Loss in Netx posted in TSH forum on 2022 !🤣🤣🤣🤔

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