Highlights
KLSE: TAANN (5012)       TA ANN HOLDINGS BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
2.18   +0.02 (0.93%)  2.16 - 2.18  7,500
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Overview

Market Cap: 969 Million
NOSH: 445 Million
Avg Volume (4 weeks):70,394
4 Weeks Range:2.00 - 2.26
4 Weeks Price Volatility (%):
69.23%
52 Weeks Range:1.93 - 2.80
52 Weeks Price Volatility (%):
28.74%
Average Price Target: 2.87
Price Target Upside/Downside: +0.69
Stamp duty exempted for year 2019

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2019 [#1]  |  28-May-2019
Next QR | Est. Ann. Date: 30-Jun-2019  |  05-Sep-2019
T4Q P/E | EY: 11.81  |  8.46%
T4Q DY | Payout %: 2.29%  |  27.10%
T4Q NAPS | P/NAPS: 3.1364  |  0.70
T4Q NP Margin | ROE: 10.41%  |  5.88%

Headlines

Date Subject
14-Aug-2019 Plantation - Lower Inventory on Higher Export and Consumption
08-Jul-2019 Ta Ann - Focus on Improving Production
01-Jul-2019 Malaysia 2H 2019 - Regaining Momentum
13-Jun-2019 Plantations - The Steepest Inventory Drop since Aug 2016.pdf
12-Jun-2019 Plantation - Lower Inventory on Higher Exports and Consumption
29-May-2019 Ta Ann - Expect Better Quarters Ahead
29-May-2019 Ta Ann Holdings Berhad - Earnings Impacted by Sustained Weak CPO Price
29-May-2019 Ta Ann Holdings - Expecting A Strong Turnaround in Timber
29-May-2019 Ta Ann Holdings - Missed Expectations
21-May-2019 Plantation - Rotting Fruits
14-May-2019 Ta Ann Holdings - Riding on Stronger Plywood Earnings
13-May-2019 Plantation - Lowest Inventory Level Over the Past 5 Months
19-Apr-2019 [转贴] [TA ANN HOLDINGS BHD:已根据Kapit FMU获得森林管理认证(FMU),总面积为149,756公顷,正在积极开展其他认证计划,以使剩余的FMU的总面积228,467公顷,预计将在今年通过认证] - James的股票投资James Share Investing
07-Mar-2019 Plantations - In A Wave of Positive Sentiment
01-Mar-2019 Ta Ann Holdings Berhad - Maiden Contribution Form Reforestation in FY19
01-Mar-2019 Ta Ann Holdings - Driven By One-Off Gain
01-Mar-2019 Ta Ann Holdings Berhad - FY18 Meets Expectations
01-Mar-2019 Ta Ann - 2018 Results Within Expectations
11-Feb-2019 Trading Stocks - Ta Ann
17-Jan-2019 上升股:大安阻力RM2.43

Business 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.
Analyze this stock with MQ Trader system

  2 people like this.
 
Xeno Same case happened with supermax, last minute gap down
30/11/2018 10:54 PM
sleang yep, next few days we should see announcement published if it was epf selling. Also noticed other logging/plantation counters were red too, so not specifically taann ;)
just set a prefix range for entry points, eg. every 10% u will top up, or every 10,15bids.
01/12/2018 9:17 AM
Xeno I started buying ta ann, because lastest quater show high earning and growth. Very undervalue, net asset per share rm3.15, with latest eps 7.24. now market price rm1.93. With lastest good qr the stock price should worth rm2.70.
01/12/2018 10:09 AM
Xeno Haha i dont have free cash flow to top up every 10, 15 bids. Unless you are rich.
01/12/2018 10:10 AM
apolloang why big kakis dump at discount price? a few months ago I bought gtronic.at 4.44pm it was trading at 2.42 then suddenly plunge to 2.19.i bought at 2.19 but the next day it down till 2.05 before recover to 2.25 then I sold.
01/12/2018 10:13 AM
Xeno Gtronic plunge because tech sector started to fall across the world, begins with dissapointing apple product sales, demand fron semiconductor will be weaken
01/12/2018 10:33 AM
sleang xeno, lol, just a suggestion la..everyone can have their own ways of doing so long they are comfortable with it, cheers :)
01/12/2018 10:57 AM
Xeno Hey sleang, I dont mean any offence, cheers.
01/12/2018 12:30 PM
sleang possible due to removal from the MSCI Global Smallcap Index which took place on the 30th Nov, here:-
http://www.theedgemarkets.com/article/ql-resources-added-msci-global-standard-indexes
02/12/2018 11:55 AM
Xeno I think it is due to decline of palm oil price and palm oil outlook, 70% of ta ann eaening come from palm oil.
02/12/2018 11:00 PM
Xeno Cut loss this counter, will be back when palm oil price recover
04/12/2018 9:30 PM
sleang oh...ok...what price u cut bro?
04/12/2018 10:02 PM
sleang interesting findings...on 30-nov, epf sold 423,104 shares(http://www.bursamalaysia.com/market/listed-companies/company-announcements/5997329), on 5-dec (T+3) (http://www.bursamalaysia.com/market/listed-companies/company-announcements/6002217), bought back same amount of shares, assuming they could sell at higher avg price than their bought in price on 5-Dec, but only few bids difference...=.=
10/12/2018 9:20 PM
sleang Taann won MPOB award :)
http://www.taann.com.my/wp-content/uploads/2018/12/Ta-Anns-Terus-Oil-Palm-Plantation-Wins-MPOB-Award-1.pdf
19/12/2018 10:44 PM
sleang MoM production numbers came in within expectations as palm oil related numbers were lower in Nov due to rainy season, logging went back to normal avg levels, similar to other plantation players...the difference btwn Taann and other plantation players during the past 4wks is that taann have been buying back its own shares almost everyday from early dec till today, making some use of its cash pile sitting in the bank :)
31/12/2018 6:23 PM
sleang Congrats to Raplex Fmu team for completing stage1 audit ^_^
11/01/2019 9:35 PM
sleang This piece of news has some implications on Sarawak based logging companies...esp. Taann.

https://www.thestar.com.my/business/business-news/2019/01/22/sarawak-considers-stopping-log-exports/
23/01/2019 10:27 PM
sleang Ta Ann pledges collaboration in win-win forest policies..
http://www.taann.com.my/2019/01/25/ta-ann-pledges-collaboration-in-win-win-forest-policies/
26/01/2019 5:52 PM
sleang January's logging production is back to as it should, while palm oil related productions saw some drops as expected. Feb's production may see some drop due to bush fires in Tasmania..
24/02/2019 6:05 PM
lizi not bad, at least way better than JTIASA....but too bad momentum affected by bush fire...

"During January and February 2019, one of the veneer rotary mills under its subsidiary company, Ta Ann
Tasmania Pty Ltd located at Huon in the southern part of Tasmania is experiencing disrupted operation due to
bushfires. Damage to site infrastructure and loss of power to the site led to the temporary suspension of the
mill operations....."
28/02/2019 8:32 PM
Nepo I was wondering how it could make profit in the last quarter in the palm oil sector as the price of the CPO was badly hit to the bottom.
28/02/2019 8:58 PM
sleang can see the PublicInvest report for reference..
https://klse.i3investor.com/blogs/PublicInvest/195894.jsp
01/03/2019 9:35 PM
Thanos https://klse.i3investor.com/m/blog/midfresearch/196030.jsp
02/03/2019 10:57 PM
sleang Raplex FMU to undergo stage2 audit in the coming 18 Mar 19, gd luck Raplex management!
10/03/2019 4:15 PM
Nepo I was wondering why Ta Ann didn't provide impairment loss for its investment in Sarawak Plantation Bhd? It has purchased Sarawak Plantation Bhd @ RM 2 per share, but the market price of Sarawak Plantation Bhd as at 31 Dec 2018 is RM 1.64. Why Ta Ann didn't provide the impairment loss for the difference in its quarterly report as at 31 Dec 2018?
22/03/2019 6:19 AM
probability My Say: Make MY palm oil a great brand

Qua Kiat Seng/The Edge Malaysia

March 30, 2019 11:30 am +08

https://www.theedgemarkets.com/article/my-say-make-my-palm-oil-great-brand
30/03/2019 3:12 PM
sleang Raplex FMU completed stage2 audit, congrats!
03/04/2019 10:03 PM
Nepo FMU is not difficult to get
As long as u comply its requirements, it will award to u.
04/04/2019 6:52 AM
James Ng https://klse.i3investor.com/blogs/general/203102.jsp
[转贴] [TA ANN HOLDINGS BHD:已根据Kapit FMU获得森林管理认证(FMU),总面积为149,756公顷,正在积极开展其他认证计划,以使剩余的FMU的总面积228,467公顷,预计将在今年通过认证] - James的股票投资James Share Investing
19/04/2019 1:26 PM
sleang q1 cpo productions are lower qoq, exception of logging production is higher qoq; with the avg price of cpo slightly higher qoq, hopefully the logging section can cushion the lower profits from palm..as long as cpo can sustain >2000 in the coming months, with the additional logging production to come up soon after raplex fmu obtained its certification in a few mths time, things should be better?
22/04/2019 10:47 PM
sleang a feedback from its Japan customer :-
http://www.taann.com.my/2019/04/04/words-of-gratitude-from-our-japan-buyer/
28/04/2019 8:41 AM
sleang April's production increased >10% MoM for palm oil related products, logging decreased some 18%, hopefully raflex to get certified soon to boost the logging division to cushion the weak palm price..
19/05/2019 5:50 PM
Nepo A challenging year for Taann. CPO price not show improving.
20/05/2019 5:52 AM
Nepo Oops, no demand for plywood right now. Economy downturn
13/06/2019 6:11 PM
Nepo This counter goes into the drain very soon.
17/06/2019 8:03 PM
sleang Raplex FMU has finally obtained certification on 28 June. More logs contributions coming..
05/07/2019 9:15 PM
Nepo Yes, good news, but low demand for logs
06/07/2019 12:47 PM
Nepo http://chinapress.com.my/?p=1659266
06/07/2019 12:59 PM
sleang latest june production figures show that apart from logs productions, ffb cpo and pk showed improvements over q1 numbers, gd one~!
16/07/2019 6:15 PM
tim09 Maybe bonus issue this year :)
22/07/2019 12:59 PM
sleang tim09 confirm?
28/07/2019 4:07 PM
Nepo sell, loss RM 2 supporting very soon
02/08/2019 4:28 PM
tim09 China is going to buy more palm oil.
07/08/2019 1:33 PM
casanwk retest 1.92-1.96?
08/08/2019 4:37 PM
Nepo oh my god, interim result will be out very soon. I think it need to provide impairment loss for investment in Sarawak Plantation Bhd
09/08/2019 3:30 PM
Nepo his article first appeared in The Edge Malaysia Weekly, on January 15, 2018 - January 21, 2018.

In a filing with Bursa Malaysia last Thursday, Ta Ann says it intends to buy the stake, or 84.97 million shares, in SPLB for RM169.94 million or RM2 per share in an all-cash purchase. The acquisition will make it the largest shareholder at SPLB.
09/08/2019 3:33 PM
Nepo Gap down today..but possible to buy in in order to stable the price at the last minute by directors..
15/08/2019 9:41 AM
JeffreyTing CPO has increased to RM2,100 and palm oil inventory has greatly lowered.
Why share price has not increased??
15/08/2019 11:19 AM
yfchong I guess impairment quA
15/08/2019 12:52 PM
sleang the latest july production numbers are looking very nice, with logging, cpo, ffb and pk all increased on MoM basis, even higher than q2's. Keep it up!
21/08/2019 3:20 PM


 

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