THE INVESTMENT APPROACH OF CALVIN TAN

PALM OIL JEWELS: TAANN (5012) & SWKPLANT (5135) VERY HIGH PROFITS ENSURE HIGH DIVIDENDS, Calvin Tan

calvintaneng
Publish date: Wed, 13 Jul 2022, 10:46 PM
calvintaneng
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Hi Guys,

I have An Investment Approach I which I would like to all.

Dear Investors of i3 Forum,

FED is raising Interest rate due to 9.1% inflation. Tech stocks will get hit hardest followed by Common Stocks

Though Palm Oil Stock prices have retraced we expect to SEE THE MOST SPECTACULAR EARNINGS IN AUGUST 2022

Why is it So?

Answer:

Because April to June 2022 CPO average price of Rm6,552 is highest recorded ever

April to June 2022 Qtr also see Many Palm oil Shares producing more FFB (Fresh Fruit Bunches)

The proof?

Yes! See SWKPLANT

Let's see SWKPLANT 1st Qtr FFB Production & Result

Then we SEE SwkPlant 2nd Qtr FFB & the Projected Profits

Here you go (Refer to Bursa Webpage)

Jan 2022 FFB 20,038 tonnes

Feb 2022 FFB 19,125 tonnes

March 2022 FFB 22,897 tonnes

Total 3 months (1st Qtr) = 62,060 tonnes

April 2022 FFB 23,510 tonnes

May 2022 FFB 26,110 tonnes

June 2022 FFB 29,167 tonnes

Total: 78,787 tonnes

So 2nd Qtr is more by 26.9%

Plus its CPO price also higher

Result: Profit 15.52 sen

If we just multiply profit by 26.9%

= 19.69 sen

Annualised 19.69X 4 = 78.76 sen

At Rm2.11 its Forward P/E is 2.67

Of course above is only a simple calculation as Profit should be higher

Now look at the excellent dividends of SWKPlant


Last year SWKPLANT gave a total of 3 dividends about 20 Sen

At Rm2.11 the dividend yield is 9.47% (Superior)

Just like TSH manages Innoplant for Sabah Govt

TAANN Manages Swkplant for the Sarawak Govt

So if SWKPLANT is doing well TAANN should also be doing excellent!


So far we only have two Months FFB for TAANN

See

calvintaneng

Taann facts

Jan to March 2022 Ffb 132,000 tonnes
​

April & May alone 105,000 tonnes
that is 79.5% of 1st qtr now we await June Ffb figures

also April to June Cpo at higher average of Rm6,552 per ton

2 more salient news

Taann top holders of Swkplant also see increase in Ffb (26.9% increase)

2. With the boycott of Russian Redwood by Japan veneer plywood prices in Japan jumped up by 60%

Taann exports veneer plywood to Japan will benefit the most

Can expect excellent results from Taann this Aug 2022 with another handsome dividend and a free bonus issue possible

6 days ago

SWKPLANT


TAANN


Now TAANN is known as "Great Peace" or also "Tahan"

In these tough times It is refreshing to have the peace of mind

Why?

Answer:

TAANN can be depended upon for good dividend payout


See


TAANN Gave 30 sen dividend last year

At Rm3.71 current price it is a nice 8% dividend

In time past TAANN used to give 1 Free Bonus for 5

Perhaps it is high time TAANN resume giving free bonus Plus High Dividends

Certainly Share Holders can have Great Assurance of Great Peace Plus Tahan long long holding TAANN


Best Regards

Calvin Tan


Please buy or sell After doing your own due diligence or Consult your remisier/fund manager


Further Note:

What is true of SwkPlant & TAANN is also true of Bplant, Hs Plant, SOP, Tsh Resources, Simeplant, IOI Corp, Thplant, Jaya Tiasa & FGV 


Palm Oil Shares did well during the 199/8 Asian Financial Crisis & the 2007/8 Subprime Crisis

Hopefully, All Holding Palm oil shares be Amply Rewarded with Very High Dividends through this Financial Storm now sweeping out from FED raising interest rates to quell high inflation














Discussions
Be the first to like this. Showing 2 of 2 comments

calvintaneng

TAANN Export Veneer Plywood to Japan
The ban on Russia export means prices up 60% & very good to TAANN

http://www.plywoodinspection.com/japan-will-ban-the-import-of-some-russian-timber/

2022-07-13 22:52

plantationgameover

Post removed.Why?

2022-07-14 20:32

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