let the next quarterly report,out in Frebruary dispells all your worry.For shinyang plantation purchase price,you may think was high, but by next year, you will think it is cheap. The psychological factor in valuation actually depends on CPO selling price. Whether CPO could still fetch reasonably good price in the future is vital issue,in the investment decision making.IN the bigger picture ,the current state of global oils and fats market,we saw there is strong expansion in demand,particulally in soyabean(meal and oil) while limited room for supply to increase in any hefty way.Many consumers alternatively turn to palmoil for future supply.So up to you to judge.

both are gems , shining bright.

coming quarterly report will be out sometimes in Febrebuary,expected to be better than last quarter;therefore it is no need to be too much of farts about this or that. FFB production in seasonal decline, as usual is expected,it is national common phenomena, experienced by all plantations in the country.

chief minister sarawak passed away, observe 7 days mourning,

you don't understand dynamic nature of businesses and economy in general , they could transform, but before transformation really happens, junk is still junk, intrinsic value ,and growth principles, still apply.

"value stock investing" and "growth stock investing" are two basic principles we need to bear in mind. Junk stock investing are for gamblers not investors.

或者他根本就没概念，名之为“无法胜有法”；“无概念胜有概念”。PE ratio很重要，但是，未来的PE ratio预测却是关键，主导股价的升降。这考验着你的知识和智慧。

houses, furniture etc, need timber , right?

if timber price recovered , as world economy moves on recovery path, good prospect ahead.collect some in your portfoleo.

垃圾就是垃圾，投资在垃圾，分分钟你的钱，也兑变成一堆垃圾。把垃圾改变成金矿，机率几乎是近零。所以，投资在比较有机会的股票，机率比较高，比较合算，也比较安心。不要过度挑战极限；没甚么好结果。

has eaten too much "big head vege".

check the monthly production figure , very small, 5000 tonnes CPO per month,look like a small plantation holder, .....the big share holders are property developer, ..so you see the link, explaining why the need to buy high price property.

it is true that china import of palm oil has reduced recently,in quite a big percentage, but her import of soyabean has increase significantly,latest projection estimates to reach 80 millions tonnes form 70 miilions last year.Soyabean can be crushed and produce two products , soyaoil and soyameal. Soyameal is important for animal-feed industry in China , as the expansion of demand of meat has increased significantly as people there become more welloff. with more soyabean going to China, less soyabean and soya oil availability to the rest of the world, less competation exists globally .Palmoil actually indirectly benefited, as other consumer-countries need to increase the percentage of palmoil,from the import-mix,to satisfy their consumers demand.

SOP recently gave right issue, for the purchase of new plantation, and new share need sometime to be digested in the market,

@probability--- don't be stingy, pay bonus to workers, let them share abit of the result of business good fortune.

already in ,that is why last a month or two, mkt price not moving , digesting new shares,pls go and read up the various posts under sop column.

SOP right issue already over , priced at rm2.80. Look don't just keep under rader, keep in the portfolio,or else miss the opprtunity.

LCchong data chart is worthless, more to this it could confuse you, currently market is moving fast, just keep focused on selected few is enough.

SOP is another gem, Jaya tiasa could be good, if the timber sector not giving trouble..

if without irregularity of any kind, being honest management, sky is the limit,.

i think still got room to move higher, at the same time,you must keep tracking CPO selling price,if maintain at or above rm3000 per ton,lucrative profit for plantation house.Timber/log price is another important factor,if price recover strongly, as global economy is holding on very well ,we should hold tight with our stock.

getting rid off eagle height burden ,Fgv finally able to rise up from icu bed in (intensive care unit).

sorry lah @007 aka @jealous chaishen, Taann broke rm 4.00 mark, and the next target price would be likely rm 5.00. but i am not suggesting or recommending anyone to go in at this high level.

cpo production down is due to seasonal factor,all plantations too are experiencing this seasonal decline.timber price i think is about to recover, as Japanese economy is starting to improve , with healthy growth in GDP reported.This certainly would benefit the Japanese property market.India economy is in top form.These two countries are the largest comsumers of sarawak timber.

please be fair to kyy, due to human limitation ,his words had been 50% right , 50 % fallasy. so you have to exercise respective intellectual analysis and differentiate.
02/01/2017 15:03

EPF sold completely their holding of FGV , not taann.on the other hand taann directors continue to acquire more taann shares; anyone want to sell , please sell to taann directors, they are more than willing to acquire.

stupid are those cannot differentiate short term speculation from longer term investment, this is why you need to study more. reading and learning are good for you..

why average price of cpo in 2017 is presumed to be rm3000, actually it could be just over rm2000, then everything is just bullshit, It was believed the price high was due to el nino heat wave which cut productions in these two producing countries,with the heat wave became history, and high production pattern back into normal, the chances of price decline is highly realistic.

malaysia is in the midst of recession,and you still hope for many lucrative projects coming out from the air for gadang?? sorry lah.

look at samchem , report show strong business growth in Vietnam and indonesia, luxchem also had established subsidiaries in these two countries, need to see the result.

don't be silly,this';s not a big deal ? please refer http://www.twgreatdaily.com/cat98/node1381956#146003

don't be silly , EPF would rather see best time to exit, if cpo price fall ,you would not find any buiyer to take.It would be dump like toilet papers.

FGV and Felda , whether same or not same, not the really issue, same people are up there making decision,using left arm or right arm, is the only difference.the truth is cancerous virus spreads.

Nazir Razak calls on Felda's board to justify acquisition, valuation of Eagle High's stake for US$505.4m

http://www.theedgemarkets.com/my/article/nazir-razak-calls-feldas-board-justify-acquisition-valuation-eagle-highs-stake-us5054m

the phrase was used as metaphorical symbolism,not accounting technical description,if you can not think in broader perspective ,so be it.

BPlant ,fgv ,thplant same category of stock, that the old saying goes:"fools rush in where angels fear to tread".

wtk has very small palmoil plantation ,jtiasa has big palmoil platation, that is the different.jtiasa has to utilise large percentage of earning from plantation to help timber sector, so we have net profit figure not so shining as compare to other plantation houses.

CUT LOSS----when you trade commodities.precious metals or financial futures etc, you need to learn about stop orders,that means cutting loss at certain price point, to avoid being wipeout completely.This is very important trading strategy.Many novices do not understand this important concept and want to make stupid noices about this issues, clearly exposed their ignorance, and lack of trading experience .

猪八戒照镜，说自己

LATEST NEWS, CORPORATE
In The Edge Singapore this week: Is the growth of palm oil companies really unstoppable?
By Michelle Teo / theedgemarkets.com.sg | December 16, 2016 : 5:14 PM MYT
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SINGAPORE (Dec 16): The recent rally in crude palm oil (CPO) prices has surprised analysts and boosted locally listed palm oil stocks.

Shares in Indofood Agri Resources, which had been trading sideways since the middle of the year, shot up considerably in early December to 58.5 cents — close to the 52-week high of 62.5 cents that they hit in March. Wilmar International’s stock has also rallied and was up more than 23% so far this year. Golden Agri-Resources, the world’s second-largest oil palm planter, is now worth 25% more than it was a year ago.

But the higher palm oil prices may not offer, as big a boost to the palm oil companies as investors expected. Analysts say that’s because there are still some factors weighing down CPO prices and that the rally was not as strong as it could have been.

Against that backdrop, investors have to factor in new limitations in expansion opportunities too. The aggressive expansion of plantation land that palm producers were able to undertake in the past — planting about 10,000ha of new land every year, for instance — is unlikely to continue.

The Indonesian government has announced a ban on the conversion of peatland for cultivation, which will limit new plantation land available to these companies. Companies have been accused of burning the land to clear it for planting, thus causing the seasonal haze that blankets the region.

Still, there is a chance that the Indonesian government’s moratorium could eventually turn into a positive for plantation companies, says palm oil expert Dorab Mistry. A tightening in the supply of palm oil would keep prices up. “A moratorium will consign millions of poor consumers in the third world to a lifetime of high prices,” Mistry says in an email to The Edge Singapore.

Instead, Mistry is in favour of educating smallholders and incentivising them not to clear land by burning. “Once we incentivise smallholders to take the safer but longer route to clearing and planting, they shall say goodbye to the haze and all that it brings.”

Malaysian palm oil industry veteran Ling Ah Hong is similarly optimistic about the moratorium. A slowdown in new planting or land expansion, Ling says, would reduce the chances of oversupply and therefore add stability to CPO prices.

For now, companies are just focusing on improving the efficiency and yield of their plantations rather than churning out higher volumes of raw palm oil. The larger and better capitalised ones will also be counting on their diversified operations to improve shareholder returns.

To find out what some palm oil companies are doing to ensure the stability of their earnings, read our cover story “Can palm oil companies keep growing?” in this week’s issue of The Edge Singapore (Issue 759, week of Dec 19), available at major bookstores, 7-11 stores, and selected petrol stations.

wat strategy --t +3 strategy, plus bluffing , plus cheating,liaring etc ? this is not investment , this is gambling,or game of conman.

CIMB：供应下滑，毛棕榈油价格预期上涨
2016-12-16
富虹非转基因豆油
　　外媒12月15日消息：新加坡联昌国际研究公司（CIMB Research）周四发布报告，将2016年马来西亚棕榈油产量预测数据调低至1730万吨，低于早先预期的1790万吨，较上年产量减少13%。

　　报告称，马来西亚政府数据显示，11月底马来西亚棕榈油库存为166万吨，环比增加5%，不过比上年同期减少43%，比CIMB预测的175万吨低了5%。

　　政府数据显示，11月份马来西亚毛棕榈油产量环比减少6%，部分原因在于季风降雨及厄尔尼诺现象造成马来西亚部分地区发生洪涝。这要低于CIMB预期的降幅3-4%。

　　CIMB分析师Ivy Ng Lee Fang称，我们预计棕榈油库存低于预期的消息对毛棕榈油价格利好。由于担心棕榈油供应紧张，2016年11月份毛棕榈油平均价格环比上涨6%，为每吨2885令吉。

　　Ng称，考虑到棕榈油供应紧张，令吉汇率比预期疲软，因而我们预计12月份毛棕榈油价格在2800令吉到3200令吉。2016年毛棕榈油平均价格预计为每吨2635令吉，2017年平均价格预计为2600令吉。此外，Ng称，由于棕榈油价格上涨，2016年4季度种植园公司的收益可能更为强劲。

you father gave you one , zero cost..remember the blind man directing traffic story, simply tipu. even the Jkid also said ABOUT you , no class.

@007 again , you sold all your taann at 336, sorry about that.that wat you accounting told you to do so, right??

CPO price at RM2,400/tonne and RM2,500/tonne for 2016 and 2017 respectively.the fellow must be joking, simply talk nonsense.

0120 , annual profit is RM2.1 million, not enough to pay directors fees., please kindly explained how share holders could receiving any sensible returns ." Goring stock", out to cheat.uninformed speculators

best opportunity for you to collect more,breaking 4rm is just a matter of time ,no doubt about it. Must have faith based on better global consumption on food stuff and higher biodessel mandate in fuel.

if you think the stock price is high, tomorrow could go even higher.

if all bearish news are already out, then all would be well in the future,bearish factors had been factored in in current price. With crude oil returning to above 50 usd , investment confidence would return to the market.

why not ? need to watch out crude oil price,if steady ,and stay above 50usd .all would be well.