KLSE: TAANN (5012)       TA ANN HOLDINGS BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
2.70   0.00 (0.00%)  2.67 - 2.71  35,800
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Market Cap: 1,201 Million
NOSH: 445 Million
Avg Volume (4 weeks):87,965
4 Weeks Range:2.62 - 2.77
4 Weeks Price Volatility (%):
52 Weeks Range:1.81 - 3.56
52 Weeks Price Volatility (%):
Average Price Target: 3.03
Price Target Upside/Downside: +0.33
Stamp duty exempted for year 2020

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2020 [#2]  |  28-Aug-2020
Next QR | Est. Ann. Date: 30-Sep-2020  |  20-Nov-2020
T4Q P/E | EY: 18.62  |  5.37%
T4Q DY | Payout %: 1.83%  |  34.16%
T4Q NAPS | P/NAPS: 3.259  |  0.83
T4Q NP Margin | ROE: 8.05%  |  4.45%


Date Subject
13-Oct-2020 Plantation - September Inventory Rose +1.2% MoM
09-Oct-2020 Plantation - Tri-Star Mega Webinar Takeaways
06-Oct-2020 Malaysia Plantation - Raising Our CPO Assumptions for 2020-21E
25-Sep-2020 Plantations - A Better 2H
11-Sep-2020 Plantation - Flat August Inventory
01-Sep-2020 Ta Ann Holding - Expecting Strong Catch - Up In The 2H
01-Sep-2020 Bumi Armada Berhad - Timber Segment to Drag the Groups Performance
01-Sep-2020 Ta Ann Holdings Berhad - Major Earning Improvement Ahead
01-Sep-2020 Mplus Market Pulse - 1 Sept 2020
01-Sep-2020 Ta Ann- 6M20 Earnings Boosted by Higher CPO Prices
11-Aug-2020 Malaysian Plantation - Lower Stocks as Consumption Exceeds Production
07-Aug-2020 Malaysia Plantation - Demand for CPO Likely to Gradually Recover
29-Jul-2020 Plantation - Hints from 2QCY20 Production Data
21-Jul-2020 Plantation - Swarmageddon: Rise of “The Black Swarm”
20-Jul-2020 Plantation - News flow for week 13 – 17 July
06-Jul-2020 Plantation - News flow for week 29 June – 3 July
29-Jun-2020 Plantation - News flow for week 22 – 26 June
23-Jun-2020 Plantation - Mixed Views on CPO Price Outlook
11-Jun-2020 Trading Stocks- Ta Ann Holdings
11-Jun-2020 Plantation - Upgrading: Getting Through the Tough Times

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.
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  2 people like this.
lumbercpo fund keep pressing down :(
01/09/2020 9:43 AM
chshzhd accumulate lo :)
01/09/2020 12:04 PM
chshzhd good opportunity ..
01/09/2020 12:05 PM
chshzhd today must close high ..
01/09/2020 12:05 PM
Pinky Ta Ann is a quality stock but lacks liquidity. You gotta hold long to reap the gains. This is my 2nd time buying into it. Last time start buying from late-2014, then fully sold out early 2017. Compounded return of 19% p.a. Returned to it again early this year, now already making profit.
01/09/2020 1:11 PM
chickmonk FCPO broke RM2800. TAANN not moving up :(
01/09/2020 4:42 PM
chshzhd time will tell ..
01/09/2020 5:41 PM
Mabel Hari Hari tengok ladang
Bila tengok bertambah sayang
Macam mana Mabel tak sayang
Harga Sawit terus terbang melayang
03/09/2020 11:41 AM
Mabel Wah so nice, so green, so beautiful....

Hmmmm the weather smell FRESH and LOVELY Today....

Shah Rukh Khan, Salman Khan, Ameer Khan sent their regards to all of you here...

Chappati, Tosei, Briyani does not taste the same without our Palm Oil...

Meow Meow Meow
03/09/2020 11:59 AM
Pinky @Mabel stop spamming la
03/09/2020 1:05 PM
lumbercpo fcpo RM2891. taann still not moving
03/09/2020 8:00 PM
XXXvalue how abt timber export, will it be affected by weak demand?
07/09/2020 9:36 AM
chickmonk fcpo up again...taann still sleeping
07/09/2020 12:06 PM
Mabel Now down again..

What lah....
10/09/2020 1:11 PM
lumbercpo us soybean 1000usd
14/09/2020 8:55 AM
tkk1127 CPO futures break RM2.9k for Oct and Nov. Remaining mths at 2800++
14/09/2020 4:49 PM
lumbercpo CPO RM3000 coming!!
15/09/2020 6:37 PM
lumbercpo broke RM3000
17/09/2020 10:55 AM
Mabel Memang Sawit 3000 dah mari
Memang BULL rally sudah jadi
Adik Felda senang hati
Mari Abang dan adik kira duit berkali kali
17/09/2020 10:38 PM
lumbercpo US soybean USD1027. super bull coming
18/09/2020 7:43 AM
lumbercpo 1042 now. wow
18/09/2020 11:23 AM
lumbercpo plantation counter bull run coming
18/09/2020 11:25 AM
OldWiseMan100 Post removed. Why?
18/09/2020 1:46 PM
Mabel Hujan Emas Glove sedang bekembang
Hujan Emas Vaccine mula nak jadi
Hujan Emas Bandar Malaysia mula di sembang
Hujan Emas Sawit sudah berbunga berseri seri

Meow Meow Meow
18/09/2020 4:33 PM
lumbercpo fcpo broke RM3100
18/09/2020 6:37 PM
Mabel CPO prices has bottom out at RM2757 at up again at RM 2822s level .., price firming uptrend.

Malaysian has Become the Top Palm Oil Supplier to China (Malaysia even beat Indonesia World No 1 Palm Oil Producer)

Malaysia’s palm oil exports to China increased by 31.9% or 316,400 MT over last year to 1.31 million MT from January to June 2020, while Indonesia shipped 1.28 million MT of PO to China, decreased by 42.7% or 956,400 MT. As a result, PO market share commanded by Malaysia in China up to June this year rose from 30.7% held last year to 50.3%, and Indonesia’s share slid to 49.2% from 69.2% for the same period in comparison. Malaysia has become the top PO supplier once again since 2015.
29/09/2020 10:16 PM
Mabel There are several risks factors on any Plantation earnings estimates, price target and rating. Key risks to the palm oil sector are:

(i) weather anomalies resulting in poorer-than-expected output growth -*Let's hope for a good weather the next coming 3 months*.

(ii) lower than-expected CPO price achieved – *On Target and currently CPO is Up trending*

(iii) negative policies imposed by import countries – *Positive*. The exemption of CPO export duty by the government of Malaysia till Dec 2020 will be positive for CPO exports (especially to India) and will help support CPO price which is expected to be under pressure in 3Q20 due to the anticipated stockpile build-up amid seasonal production recovery

(iv) unfriendly policies imposed by the Malaysian and Indonesian government on upstream or downstream segments – *Already factored on India’s move to restrict the importation of refined palm oil*. This will result in quicker build-up of MPOB stockpile when output recovers from 2Q20, and cap CPO price upside

(v) sharply lower crude oil prices which makes palm biodiesel demand not viable – *Brent has already breached USD 40*

(vi) weaker competing oil prices (like soybean and rapeseed- *On Target*. Alternative Oil Prices is on the rise which make Palm Oil very attractive.

Meow Meow Meow
30/09/2020 8:44 AM

The Palm Oil, whose scientific name is Elaeis guineensis Jacq, originates from West Africa. It were first brought into this country by the British in the 1870’s as an ornamental plant in their gardens. However, other countries were already familiar it and its uses. Among the earliest evidences of its usage were
• Traces of my ancestors found in burial urns aged 5000 years in Abydos, Egypt
• The barter of palm oil for salt centuries ago
• A lubricant for engines and in the manufacture of candles, soap and margarine in Europe during the 19 th century.

Palm Oil started to make Malaysia its home on a large scale in the 1960’s. This started when the Malaysian Government introduced a land cultivation scheme for the purpose of planting oil palm trees.The purpose of this scheme was to eradicate poverty and raise the standard of living for the rural population. Today, palm oil grows and flourish in palm oil plantations which can be found throughout the country, from Perlis to Sabah.
30/09/2020 12:18 PM
lumbercpo US soybean rocket this morning,expect CPO climb back to RM3000
01/10/2020 8:14 AM
lumbercpo US large declined in grains stock. Super inflation coming. Commodities is the first to move, follow bybithers
01/10/2020 8:17 AM
Pinky This good counter no one seems to be interested. Combo of timber AND oil palm, with their palm trees relatively young and in maturing stage. See month-by-month increase of production figures...
05/10/2020 10:53 AM
lumbercpo us soybean 1030 now. fcpo expect challenge RM3000 again
06/10/2020 6:51 PM
lumbercpo us soybean 1050. super bull coming
07/10/2020 9:42 PM
lumbercpo fcpo tml break 3000
07/10/2020 9:43 PM
Mabel Meow Meow Meow
08/10/2020 8:26 AM
Pinky Ta Ann pleas be good to me...

You are the 2nd largest holding in my portfolio now XD
08/10/2020 9:24 AM
lumbercpo FCPO December back to RM2900 while October RM3000. Coming QRs explosive EPS!!!!
08/10/2020 5:45 PM
lumbercpo US soybean future 3 years high to USD1056 now. !!!! Hope can break USD 1500!!!!
08/10/2020 5:47 PM
lumbercpo super bull coming
09/10/2020 10:16 AM
chickmonk TP RM4
09/10/2020 10:44 AM
chickmonk fcpo oct above RM3000
09/10/2020 4:13 PM
lumbercpo US soybean 1060 now.
09/10/2020 9:58 PM
lumbercpo brazil drought, cpo counters bullish
09/10/2020 10:09 PM
Mabel Plantation - Key Takeaways From Globoil's Webinar
Date: 9th October 2020

Solvent Extractors Association of India organised a webinar yesterday titled “World Price Outlook for Vegetable Oils and Meals”. There were three speakers i.e. Thomas Mielke from Oil World, Dorab Mistry from Godrej International and James Fry from LMC International. Here are the key takeaways from the webinar: -

James Fry said that rains and good palm prices would encourage better estate maintenance in Malaysia and Indonesia, leading to improved palm production in year 2021F. Rains would boost CPO supply in early-2021F and in the meantime, there would be a seasonal pick-up in production in 4Q2020. Peak palm production may be delayed by a month or two from the usual month of October or November in Malaysia.

In terms of demand, many companies in the HORECA sector (hotels, restaurants and catering) may not survive without government support. Families in low income countries may be trading down to smaller bottles of cooking oil. James Fry did not give a price forecast.

Thomas Mielke said that CPO prices may hover around US$700/tonne (RM2,905/tonne) in 1H2021. He forecasts global production of palm oil to increase by 3.5mil to 4mil tonnes in 2021F. CPO output in Indonesia is estimated to rise by 3mil tonnes in 2021F from about 43mil tonnes in 2020E. Thomas Mielke expects CPO production in Malaysia to be flat in 2021F.

He added that global soybean supply is ample currently in spite of weather-related losses in the US. He expects world soybean supply to increase by 21mil tonnes in 2020E/2021F as Brazil is envisaged to record a record output of 132.5mil tonnes (2019/2020E: 126.5mil tonnes).

Dorab Mistry believes that CPO production in Malaysia would be flat at 19.9mil tonnes in 2020E compared with market expectations of a decline. We believe that this implies that 4Q2020 production would be strong as Malaysia’s CPO output fell by 4.7% YoY in 8M2020. He did not give a production forecast for 2021F although he said that palm supply would be good.

Dorab has suggested a dynamic biodiesel mandate to the Indonesia government whereby if CPO prices exceed US$600/tonne, the biodiesel mandate would be reduced to B25 from B30. If CPO prices exceed US$700/tonne, the biodiesel mandate would be reduced further to B20. With this, the biodiesel mandate would still be implemented but at the same time, the smallholders would not be affected by the CPO export levy. Currently, Indonesia implements the B30 biodiesel mandate with subsidies from the CPO export levy of US$55/tonne.

Mabel Research House
10/10/2020 12:45 PM
newbie2y inventory depletes by the increased exports..
10/10/2020 9:52 PM
chickmonk fcpo super bullish!!!!
12/10/2020 10:44 AM
lumbercpo US soybean 1060 again!!
15/10/2020 8:56 AM
lumbercpo “Based on our observation, most privatisation targets share several similar characteristics, including low trading liquidity, low valuation and under-researched. About a third of the Bursa Malaysia Plantation Index components have these characteristics.”

They include Chin Teck Plantations Bhd, Cepatwawasan Group Bhd, Hap Seng Plantations Holdings Bhd, Kluang Rubber Co (M) Bhd, Sarawak Plantation Bhd, Ta Ann Holdings Bhd and United Malacca Bhd.
15/10/2020 8:59 AM
Pinky Oi don't privatise, I love my Ta Ann shares!
15/10/2020 9:30 AM
newbie2y as reference, can see Riverview q3 reports on how much profit they generated from the recent cpo price rise..
21/10/2020 9:41 PM

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