Posted by CAWALLUK > 2024-05-28 07:32 | Report Abuse

Encouraging results … actually , I was expecting a 10 Sen dividend so 15 is a nice surprise. This share is still cheap considering a couple of years ago it went as high as 6.15 - I’ll use the div to buy more.

Posted by Johnzhang > 2024-05-29 16:54 | Report Abuse

CPO is over $4,000 again ! Without extraordinary losses, predominantly upstream plantation should do very well this year .
I am back to plantation in a big way …

Posted by Johnzhang > 2024-06-01 06:50 | Report Abuse

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

Posted by Johnzhang > 2024-06-01 06:53 | Report Abuse

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%)

Posted by Dehcomic01 > 2024-06-30 16:22 | Report Abuse

Ta Ann is a Bursa Malaysia timber cum plantation company. Since Oct last year, its price had gone from about RM 3.30 per share to as high as RM 4.30 per share. Today it is down to RM 3.80 per share. Does this represent an investment opportunity?

I would consider Ta Ann a wonderful company in the Buffett sense. There were topline and bottom-line growths. It had diversified into the plantation sector delivered a big part of the growth.

The are signs of improving operating efficiencies as exemplified by the gross profitability, asset turnover, and leverage. It is financially sound and had been able to create shareholders’ value.
https://i.postimg.cc/L4zhzgkD/Chart-6.png
My valuation as shown in the Chart shows that there is more than 30% margin of safety. Surely Ta Ann cannot be a value trap.
https://www.youtube.com/watch?v=q5J2ZJkqKHw

Posted by Golf123 > 2024-07-05 05:48 | Report Abuse

It’s a value buy

Posted by calvintaneng > 2024-07-31 00:58 | Report Abuse

TAANN (GREAT PEACE & SAFETY)

TRUMP IN POWER: TECH IN TROUBLE (A Prudent Person Foresees Danger & Hide himself, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-31-story-h-155265511-TRUMP_IN_POWER_TECH_IN_TROUBLE_A_Prudent_Person_Foresees_Danger_Hide_hi

Posted by calvintaneng > 2024-08-03 00:32 | Report Abuse

GREAT PEACE HERE

UNDERSTANDING DIFFERENT FORMS OF VALUE IN VALUE INVESTING, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-03-story-h-155170407-UNDERSTANDING_DIFFERENT_FORMS_OF_VALUE_IN_VALUE_INVESTING_Calvin_Tan

Posted by Johnzhang > 2024-08-07 18:24 | Report Abuse

Good for CPO 👇
https://newswav.com/A2408_FICrD0?s=A_Im4EmDW&language=en

Posted by calvintaneng > 2024-08-16 08:38 | Report Abuse

RISE OF DIESEL PRICE BY 52% CAUSED PROPERTY, CONSTRUCTION AND OTHERS CUT INTO THEIR PROFITS, BETTER BUY EAST MALAYSIA OIL PALM STOCKS DUE TO NO DIESEL PRICE SPIKE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-16-story-h-154165970-RISE_OF_DIESEL_PRICE_BY_52_CAUSED_PROPERTY_CONSTRUCTION_AND_OTHERS_CUT_


TAANN WILL BENEFIT

Posted by calvintaneng > 2024-08-23 10:21 | Report Abuse

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

Posted by Pinky > 2 months ago | Report Abuse

Timber segment turned into loss !

Posted by Intelligentinvest13 > 2 months ago | Report Abuse

Taann’s main business is from oil palm which has recovered

Posted by Johnzhang > 2 months ago | Report Abuse

Net profit for the three months ended June 30, 2024 (2QFY2024) was RM48.71 million or 11.06 sen per share, compared to RM42.98 million or 9.76 sen per share in the same period a year earlier.

Posted by Johnzhang > 2 months ago | Report Abuse

With drier weather conditions since July, Ta Ann Holdings reported significant improvements in its timber sector, with increased production volumes of logs and plywood.
However, the group anticipates that timber product prices will continue to yield only modest profit margins.
The group’s palm oil production is on an uptrend coming into the second half of the year, with the fresh fruit bunch production cycle reaching its peak.
“With anticipation of tight supplies of vegetable crops due to dry weather in the Black Sea region as well as higher consumption of biofuels in diesel in Indonesia, crude palm oil price is expected to hover only at current level in the second half of the year,” the group said.

Posted by Johnzhang > 2 months ago | Report Abuse

👆That means management expect significantly higher profit for 3rd qtr.

Posted by Johnzhang > 2 months ago | Report Abuse

https://newswav.com/article/indonesian-palm-oil-output-set-to-fall-on-dry-weather-old-trees-A2408_s5pInC?s=A_H0P5B4f&language=en

Posted by Johnzhang > 2 months ago | Report Abuse

Public Investment maintained an “outperform” call with a revised target price of RM4.88 on Ta Ann

CGS International maintained an “add” rating with an unchanged target price of RM5.50, highlighting Ta Ann’s strong balance sheet and attractive dividend yields.

CIMB Securities maintained its “buy” call on Ta Ann with an unchanged target price of RM4.60, citing the stock’s attractive 6%-8% dividend yield.

All three research houses remain positive on Ta Ann’s long-term prospects, driven by strong performance in the plantation segment and potential recovery in timber production starting from July.
They also like the stock’s attractive dividend yield and potential for unlocking value. They also noted the higher payout ratio as another key positive factor.

Posted by Golf123 > 2 months ago | Report Abuse

Another dividend due in second half

Posted by DividendGuy67 > 1 month ago | Report Abuse

TAANN has been good and I think is still a very decent business on the verge of breakout.
However, I am committed to divesting 40% of my local Bursa position from now till FYE 2025.
It's a tough choice, but thank-you TAANN!

https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-10-02-story-h470196663-TAANN_Thank_you_for_26_per_annum_returns.

Posted by mf > 1 month ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

42,156.97

-173.18

0.40%

Nasdaq

NASDAQ Composite

17,910.36

-278.81

1.53%

Posted by speakup > 1 month ago | Report Abuse

ni mf mau beli murah that why scaring ppl sell cheap to him

Posted by speakup > 1 month ago | Report Abuse

DJ & Nasdaq up. mana tu mf?

Posted by StarOfTheBull > 1 month ago | Report Abuse

DJ & Nasdaq no have down so mf no have come. 🤣

Posted by Nepo > 1 month ago | Report Abuse

omg what is happening? All birds flock into TAann..

Posted by Golf123 > 1 month ago | Report Abuse

Touch 4.30 on high volume today

Posted by pushparaj > 1 month ago | Report Abuse

Probably good dividend. Cpo price is moving north, due to the monsoon and rain

Posted by mf > 1 month ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

42,950.39

-325.52

0.75%

Nasdaq

NASDAQ Composite

18,399.18

-90.36

0.48%

Posted by Income > 1 month ago | Report Abuse

Posted by mf > Oct 21, 2024 11:22 PM | Report Abuse

Dow Jones

Dow Jones Industrial Average

42,950.39

-325.52

？


MF = AKA (Bernie) Madoff Funds

Posted by enning22 > 4 weeks ago | Report Abuse

Decoding the windfall profit levy conundrum in the palm oil industry
https://theedgemalaysia.com/node/728564

Posted by enning22 > 4 weeks ago | Report Abuse

Indonesia to implement B40 palm oil biodiesel on Jan 1, 2025, official says

JAKARTA: Indonesia plans to implement biodiesel containing a mandatory 40% blend of palm oil-based fuel from Jan. 1 next year, senior energy ministry official Eniya Listiani Dewi said on Thursday.

Indonesia currently has a 35% mandatory blend for palm oil-based biodiesel, known as B35.

The government had previously flagged a plan to increase the biodiesel blend to 40% next year, without specifying a start date.

"There is no issue in terms of supply volume and other aspects, so we are ready for a mandatory (implementation)," Eniya told Reuters.

When implemented, the B40 mandate could increase biodiesel consumption to up to 16 million kilolitres (KL) next year from a forecast of 13 million KL this year, the energy ministry has estimated. - Reuters

Posted by Golf123 > 3 weeks ago | Report Abuse

Three months forward cpo 4500 rm/ton so good result

Posted by enning22 > 3 weeks ago | Report Abuse

棕榈油创新高原因，主要是受主产区产量下滑，以及两大主产国的政策调整支撑，这其中印尼重申2025年1月开始执行B40政策，以及马来西亚11月将开始调整棕榈油关税等措施，这些因素对棕榈油价格走势影响比较深远。

Posted by enning22 > 3 weeks ago | Report Abuse

马来西亚种植领域的挑战与蜕变，盘点10家净现金高股息种植股
https://www.youtube.com/watch?v=xRbqqu7A1fU

Posted by enning22 > 3 weeks ago | Report Abuse

油世界预计2024/25年度全球植物油供需紧张，价格看涨

Posted by enning22 > 3 weeks ago | Report Abuse

马来西亚棕榈油出口关税将从近期的8%提升至10%，关税的提高将进一步增加入口国棕榈油的进口成本。

Posted by Golf123 > 3 weeks ago | Report Abuse

Can some kind soul translate enning22 comments into English, could be interesting.

Posted by enning22 > 3 weeks ago | Report Abuse

油世界预计2024/25年度全球植物油供需紧张，价格看涨
"industrial magazine ,Oil World ,expects a tight global supply-demand balance for vegetable oils in the 2024/25
season, with prices likely to rise."
马来西亚棕榈油出口关税将从近期的8%提升至10%，关税的提高将进一步增加入口国棕榈油的进口成本

"Malaysia's palm oil export tax will increase from the recent rate of 8% to 10%. This tax hike will further raise the import costs of palm oil for importing countries."

please use CHATGPT to do any translation, very accurate

Posted by enning22 > 3 weeks ago | Report Abuse

great changes in one day, palmoil price move up nearly 170 ringgit in a day.near by delivery month to 4900 rm, a ton.

Posted by Seeking > 2 weeks ago | Report Abuse

Enning, present Indonesia stock is 2.5 million tons. 2025 from B35 to B40 will use up 3m tonnes. With no increase in production, end 2025 stocks will be zero! Is this the main reason cpo prices shooting through the roof?

Posted by enning22 > 2 weeks ago | Report Abuse

Oil World ,expects a tight global supply-demand balance. in particular , other oils ,like sunflower oil ,rapeseed oil also low in supply.
--end 2025 stocks will not be zero! . with high price in place ,demand will switch to other oil , like soyabean oil .

Posted by Golf123 > 2 weeks ago | Report Abuse

Thanks enning22, your analysis succinct.
Yes cpo will do well.
Just pick the well managed companies.

Posted by Nepo > 2 weeks ago | Report Abuse

Soyabean oil can't use for frying food which indian love a lots

Posted by enning22 > 2 weeks ago | Report Abuse

cop price is trading around 5000 ringgit per ton. good enough

Posted by s3phiroth > 2 weeks ago | Report Abuse

Huge dividend inkambing for cpo stocks!

Posted by enning22 > 2 weeks ago | Report Abuse

cpo up another 100 ringgit, 5100 rm

Posted by Nepo > 1 week ago | Report Abuse

目前，大安的原 棕油 油生产成本目前降至每吨1900至2000令吉，相比年初有所回落，主要归因于化肥价格的下降，以及原棕油产量增加。

Wah! Lucrative profit！

Posted by Nepo > 1 week ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/11/11/malaysia-end-october-palm-oil-stocks-snaps-rising-streak-first-decline-since-july#openShareModal

Posted by calvintaneng > 2 days ago | Report Abuse

HS PLANT (5138) EXCELLENT RESULTS CONFIRM BUYING PALM OIL UPSTREAM SHARES IS THE BEST WHEN CPO PRICES ARE HIGH, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-21-story-h474695872-HS_PLANT_5138_EXCELLENT_RESULTS_CONFIRM_BUYING_PALM_OIL_UPSTREAM_SHARES_

Posted by mf > 2 days ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

43,214.27

-54.67

0.12%

Nasdaq

NASDAQ Composite

18,840.50

-146.96

0.77%