THPLANT (5112): Financials Summary, Key Results, Growth

Which one to pick
Easy as A, B & C

Put 20% in Jaya Tiasa
Put 30% in Thplant
Put 50% in Tsh resources

2024-03-13 13:18

Real time Fcpo Rm4183!

2024-03-13 15:57

Very happy evening all

We have selected RSawit to replace Bplant in Top 10 Palm oil Picks

RSAWIT (5113) A Palm Oil Turnaround Due to High Cpo over Rm4,100 MT Plus Very Very Undervalue Assets that are Easy to Liquidate for High Profits, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-13-story-h-186459631-RSAWIT_5113_A_Palm_Oil_Turnaround_Due_to_High_Cpo_over_Rm4_100_MT_Plus_

2024-03-13 22:20

SCM2023

calvintaneng, i sold off my Dayang on 12th March and purchased THPlant following your analysis. Hope i gain more from THPant but yesterday alone lost Dayang opportunity cost of RM0.13

2024-03-14 08:38

EngineeringProfit

Can claim back from Calvin corp, why worry? 0.13- only right?

(That time, I sold THplant to buy Dayang- earned profit$ ....hehe- you were they buyer lah at that time)

2024-03-14 08:42

the stock might go further down, watch out

2024-03-14 18:32

The stock?
Can also suddenly go limit up if Tabung Haji announce a takeover

2024-03-15 08:39

newbietrader9

dip a little more & I'm in

2024-03-15 15:41

newbietrader9

0.8 should be achievable

2024-03-15 15:42

told you guy already, this stock will go further down, may be due to recent CPO price going down

2024-03-19 15:25

Cpo still over Rm4200

Even if Cpo at Rm3500 Thplant making good money

Thplant used to have low cost of Cpo at only Rm1,463 per ton in those days
Now with high fertilizer, sukuk loan and labour its cost has gone near Rm2500

But fertilizer cost has come down and so profit will go up
Thplant has started to increase dividend which is a good sign

2024-03-20 08:45

FY2024 is likely to see quick significant improvement in Profit .
Reasons are :
(1) Revenue will increase by double digit arising from higher FFB production and higher realizable selling price .
(2) higher fair value gain compare to 2023
(3) lower cost of production due to 50-60% drop in fertilizer and pesticides prices

2024-03-29 13:31

Significant improvement in profit will drive share price substantially higher .
All you need is conviction and patience for 9-12 months.
Just my view .

2024-03-29 13:34

When THplant makes substantially higher profit, you can be sure that dividends will be correspondingly higher . Lenbaga TH needs as much dividend as possible to even sustain 3% interest payments to its depositors . Same case like Bplant before .

2024-03-29 13:40

CPO spot month closed at RM4,462 today !

2 months ago

miracle_trader

also if you see the latest annual report, the CEO said they r open to the possibility of unlocking value of their plantations. anyway, dun want to reveal much more, let those ppl continue sell, i will buy more.

2 months ago

SCM2023

Will this company end up being taken over likes Bplant?

2 months ago

tomorrow dividen ex date, most likely will go down again?

2 months ago

If there is plan to unlock the value of its assets, the controlling shareholder will likely privatize it.

2 months ago

If privatization take place, it is quite unfair to us as minority shareholders.

2 months ago

Fair or unfair privatization depends on what price is being offered .

2 months ago

speakup

Fgv already so long talk about privatisation but no happen also.
Mphbcap already so long talk about privatisation also no happen also.

2 months ago

Controlling shareholders of FGV and MPHBcap may not privatize the companies at all. Also true that nobody is going to give us advance notice of the privatization plan , if they exist .

2 months ago

Give 0.02 dividen today, but the price drop until 0.71, this is not a good sign, im afraid this stock sudah habis goreng, will continue go south

2 months ago

Albukhary

Don't worry..
More n more hot money have been withdrawal from US market and all these money is coming to Asia.
Today you may feel disappoint when you see the share price drop, but in long term you will regret why you didn't accumulate more at this stage.
I strongly believe Malaysia stock market will enter into a Bull Run, so everything is cheap now, just hold and continue to accumulate, especially for good fundamental stock that have profit, price below NTA, owned a lot of value asset like land....etc.

2 months ago

ALbukhary, hopefully you are right. Lets hold and wait for bull market soon.

2 months ago

THplant is potentially the highest profit growth plantation stock for 2024 (against 2023’s earnings). Hopefully this will drive stock price to $1.20/-.

2 months ago

miracle_trader

john is smart, can see. most ppl cannot see that the worst is over for TH plant. need to have patience, will break new high above 1.20

2 months ago

Gosh, what happen now? th keep going down

2 months ago

EZMONEY13

Go down means i can buy some

2 months ago

BUY SOME?

SURE CLEVER!!

MKHOP IPO AT 62 SEN VERSUS BPLANT, HS PLANT, THPLANT, RSAWIT, JAYA TIASA, TAANN & TSH RESOURCES: COMPARE & CONTRAST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-23-story-h-182939331-MKHOP_IPO_AT_62_SEN_VERSUS_BPLANT_HS_PLANT_THPLANT_RSAWIT_JAYA_TIASA_TA

2 months ago

acnca84

oo ok

1 month ago

acnca84

oooo

1 month ago

acnca84

kan dah cakap ok

1 month ago

Q1 FFB production increased 15% yoy. Coupled with substantially lower fertilizer cost (hence production cost), the increase in profit for FY2024 should be very encouraging.

1 month ago

Investformilkmoney

Does it have anything to do with recent AGM?

1 month ago

daretocutandchange

holpfully dispose assets can get approval soon

1 month ago

The predominantly upstream producers have reported substantial increase in Q1 2024 profit against same period of last year .
SOP: +80%
Swkpltn +60%

Will THPlant come out with substantial improvements? I think it will .

1 month ago

kohcl130562

Hopefully, it can hit 80sen

1 month ago

miji

to the moon tomorrow

1 month ago

CPO is over $4,000 again ! Without extraordinary losses, predominantly upstream plantation should do very well this year .

1 month ago

kohcl130562

Why is the CPO related counter still stagnant despite the good performance???

1 month ago

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1 month ago

https://newswav.com/A2405_AC1oiU?s=A_9iORTGF&language=en

4 weeks ago

Malaysia 1-31 May vs 1-30 Apr palm oil export (in mt):

*AmSpec: 1,404,719 vs 1,144,100 (+260,619 or up 22.78%)*

ITS: 1,481,916 vs 1,213,525 (+268,391 or up 22.12%)

4 weeks ago

x_abe81

TH Plantations to work with Cenergi SEA for 1.2MW biogas power plant in Kluang, Johor
TH PLANTATIONS CENERGI RE
KUALA LUMPUR: TH Plantations Bhd has partnered with Cenergi SEA Bhd to undertake the development, construction and operations of a 1.2 megawatts (MW) biogas power plant in Kluang, Johor.

The project will be executed through a joint venture between THP Applications & Services Sdn Bhd and Cenergi RE Sdn Bhd.

TH Plantations chief executive officer (CEO) Mohamed Zainurin Mohamed Zain said the biogas power plant is targeted to be operational in 2026.

2 weeks ago