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Overview
Financial Highlight
HeadlinesBusiness Background Ta Ann Holdings Bhd is an investment holding company in Malaysia. The primary activities of the company include timber concession and harvesting, logs trading, sawmilling, forest plantation, forestry research and development, oil palm plantation, and crude palm oil mill. The company is organized into five divisions: Logging, Plywood, Sawmilling, Oil Palm, and Reforestation of which Oil Palm division contributes the majority of total revenue. Its geographic segments consist of Malaysia, Japan, India and other countries.
  CAWALLUK 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. 28/05/2024 7:32 AM Johnzhang 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 … 29/05/2024 4:54 PM Johnzhang 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%) 01/06/2024 6:53 AM Dehcomic01 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 30/06/2024 4:22 PM  calvintaneng 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 31/07/2024 12:58 AM calvintaneng 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 03/08/2024 12:32 AM Johnzhang Good for CPO 👇 https://newswav.com/A2408_FICrD0?s=A_Im4EmDW&language=en 07/08/2024 6:24 PM calvintaneng 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 16/08/2024 8:38 AM calvintaneng 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) 23/08/2024 10:21 AM Johnzhang 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. 27/08/2024 6:04 AM Johnzhang 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. 27/08/2024 6:05 AM Johnzhang https://newswav.com/article/indonesian-palm-oil-output-set-to-fall-on-dry-weather-old-trees-A2408_s5pInC?s=A_H0P5B4f&language=en 27/08/2024 9:51 AM Johnzhang 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. 27/08/2024 12:21 PM DividendGuy67 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. 02/10/2024 1:29 AM mf Dow Jones Dow Jones Industrial Average 42,156.97 -173.18 0.40% Nasdaq NASDAQ Composite 17,910.36 -278.81 1.53% 02/10/2024 5:44 AM pushparaj Probably good dividend. Cpo price is moving north, due to the monsoon and rain 04/10/2024 7:03 PM mf Dow Jones Dow Jones Industrial Average 42,950.39 -325.52 0.75% Nasdaq NASDAQ Composite 18,399.18 -90.36 0.48% 21/10/2024 11:22 PM  Income 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 22/10/2024 5:53 AM enning22 Decoding the windfall profit levy conundrum in the palm oil industry https://theedgemalaysia.com/node/728564 25/10/2024 10:01 AM enning22 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 25/10/2024 10:29 AM enning22 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。 28/10/2024 11:02 AM enning22 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 30/10/2024 11:50 AM Golf123 Can some kind soul translate enning22 comments into English, could be interesting. 02/11/2024 1:46 AM enning22 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 02/11/2024 10:37 AM enning22 great changes in one day, palmoil price move up nearly 170 ringgit in a day.near by delivery month to 4900 rm, a ton. 02/11/2024 10:56 AM Seeking 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? 02/11/2024 1:23 PM enning22 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 . 02/11/2024 2:14 PM Golf123 Thanks enning22, your analysis succinct. Yes cpo will do well. Just pick the well managed companies. 03/11/2024 4:39 AM Nepo 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！ 10/11/2024 12:41 PM Nepo 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 11/11/2024 4:08 PM calvintaneng 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_ 21/11/2024 1:48 AM mf Dow Jones Dow Jones Industrial Average 43,214.27 -54.67 0.12% Nasdaq NASDAQ Composite 18,840.50 -146.96 0.77% 21/11/2024 4:06 AM  | | ||||||||||||||||||||||||||||||||||||||||||||||||||
