TA ANN HOLDINGS BHD

KLSE (MYR): TAANN (5012)

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Last Price

3.69

Today's Change

+0.04 (1.10%)

Day's Change

3.65 - 3.69

Trading Volume

1,156,100


3 people like this.

5,099 comment(s). Last comment by PureInvest 3 days ago

calvintaneng

52,841 posts

Posted by calvintaneng > 2023-11-28 20:28 | Report Abuse

A generous 15 sen dividend
👏
👏

calvintaneng

52,841 posts

Posted by calvintaneng > 2023-11-29 04:27 | Report Abuse

JAYA TIASA (4383) LATEST RESULT SHOWS A HUGE SURPRISE JUMP IN PROFIT: UP BY 100% KUDOS TO YOUR EXCELLENT HARD, WELL DONE! WELL DONE!! WORK , Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-29-story-h-214097097-JAYA_TIASA_4383_LATEST_RESULT_SHOWS_A_HUGE_SURPRISE_JUMP_IN_PROFIT_UP_B

Posted by StartOfTheBull > 2023-11-29 07:37 | Report Abuse

Promoting Jtiasa in other plantation forums is like promoting Sheng Siong in Fair Price, CS Fresh, Cold Storage or other supermarkets.

titan3322

2,120 posts

Posted by titan3322 > 2023-11-29 09:38 | Report Abuse

Hahaha nowadays investors are div hungry. Good earnings but no or miserable div also no good don't tell people to hold long if you can't give good div when you have got good earnings people will still bypass it 😀

stockraider

31,527 posts

Posted by stockraider > 2023-11-29 12:42 | Report Abuse

Wow...latest Taann div surprisingly good loh!

Div yield exceed 7% pa loh!

Golf123

92 posts

Posted by Golf123 > 2023-11-29 12:53 | Report Abuse

Just hold

BudiLee

102 posts

Posted by BudiLee > 2023-11-29 15:00 | Report Abuse

Another good one is UP, United Plantation. Tomorrow is the EX Date

calvintaneng

52,841 posts

Posted by calvintaneng > 2023-11-30 00:25 | Report Abuse

StartOfTheBull

Yes why not?

We chose top 10 palm oil stocks for 3 straight years already and Bplant outshines all for now

Jtiasa is jumping tiger

Taann (great peace or tahan) gave us the most dividends like bplant

Others are hs plant, Thplant, Tsh resources, SOP, Simeplant and Ioi corp

All excellent chosen ones

calvintaneng

52,841 posts

Posted by calvintaneng > 2023-11-30 00:27 | Report Abuse

And not forgeting Fgv ( full of golden value)

Posted by Marklucas > 2023-11-30 02:50 | Report Abuse

Contact wizardlarry@mail.com for you lost and stolen bitcoin he is an expert in tracing and recovery bitcoin

stockraider

31,527 posts

Posted by stockraider > 2023-12-03 10:19 | Report Abuse

Best undervalue palmoil stock to invest loh!

Golf123

92 posts

Posted by Golf123 > 2023-12-04 11:22 | Report Abuse

Good potential long term

Posted by cfphoenix > 2 months ago | Report Abuse

15 sen dividend in January. Cheap price (Low PE) and consistent dividend. Added more TAAN and INNO to my portfolio (After dumping an overvalued poor performer with low dividend yield). Hopefully these would fly like BPlant and Kossan (Should have held them for longer :)) - now high PE).

Dehcomic01

287 posts

Posted by Dehcomic01 > 2 months ago | Report Abuse

I bought TAANN in mid-2019 when it was trading around RM 2.25 per share and then sold it off in early 2020 when it went up to around RM 3.40 per share. I went in on the basis of its fundamental and sold when I thought the market had overpriced it.

The ROE over the past few years have been improving. While the share price did have an initial spike, it is currently around the 2020 peak share price level. . There seems to be a mismatch between performance and share price

https://i.postimg.cc/c1M3chpT/Taann.png

When you look at the long-term performance of TAANN as represented by the ROE, you can see that it did better than KLK – one of the reference Bursa plantation companies. This quick and dirty comparison points to TAANN being fundamentally sound.
https://www.youtube.com/watch?v=9KhboTCMdEg

Is the mismatch between the ROE and market price meant that there another round to make money from a fundamental investing perspective?

Amazonboy

767 posts

Posted by Amazonboy > 2 months ago | Report Abuse

Take dividend 1st...dont worri abt mismatch...Mr Market knows what 2 do & when 2 do...Lol

titan3322

2,120 posts

Posted by titan3322 > 2 months ago | Report Abuse

Kakakaka after the div gone ex the share price drop like shxt 🤣

serbatipu

276 posts

Posted by serbatipu > 2 months ago | Report Abuse

Tomorrow mega sales

Posted by StartOfTheBull > 2 months ago | Report Abuse

Share price movement also depends on price of CPO future.

yfchong

5,725 posts

Posted by yfchong > 2 months ago | Report Abuse

Got good footing yeah

Posted by lionel messi > 2 months ago | Report Abuse

Japan will need lots of timber for their earthquake rebuilding. Great for Taann.

Amazonboy

767 posts

Posted by Amazonboy > 1 month ago | Report Abuse

Good point...we will only c uptake in Q1 24 results in May

calvintaneng

52,841 posts

Posted by calvintaneng > 1 month ago | Report Abuse

PALM OIL COMPANY PROFITS IN YEAR 2019 VERSUS NOW IN 2024 (After 4 to 5 Years Show Excellent Growth, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-08-story-h-210649988-PALM_OIL_COMPANY_PROFITS_IN_YEAR_2019_VERSUS_NOW_IN_2024_After_4_to_5_Y

Posted by diuleiloumei > 1 month ago | Report Abuse

How low it can go, 3.38?

yfchong

5,725 posts

Posted by yfchong > 1 month ago | Report Abuse

Can lar 3.38

Amazonboy

767 posts

Posted by Amazonboy > 1 month ago | Report Abuse

Not many aggresive selling.. a lot of defenders..Lol

katara

141 posts

Posted by katara > 1 month ago | Report Abuse

both taann n swkplnt are good💚

titan3322

2,120 posts

Posted by titan3322 > 1 month ago | Report Abuse

Be careful lah will report poor results for qtr ending December 31 2023 !

Posted by lionel messi > 1 month ago | Report Abuse

Really? Hope so. I want to buy cheap.

titan3322

2,120 posts

Posted by titan3322 > 1 month ago | Report Abuse

Maybe someone wants jack up the warrants price before disposal. Buying for dividends also does not make sense bcoz the final div will be only 5 to 10 sen the most as the result for the qtr ending December 31 will be even lower than the previous Qtr you can see for yourself the CPO price for the last 3 months !

Amazonboy

767 posts

Posted by Amazonboy > 1 month ago | Report Abuse

Last 5 q profit moving upwards...so lets see

Posted by diuleiloumei > 1 month ago | Report Abuse

Maybank IB give buy call today. Lai lai go 3.6 first

Posted by diuleiloumei > 1 month ago | Report Abuse

FCPO rise 25 points

titan3322

2,120 posts

Posted by titan3322 > 1 month ago | Report Abuse

IBs are always the culprits. For the call warrants you are left to die near expiry date. I am very certain of that !

Posted by diuleiloumei > 1 month ago | Report Abuse

Reached 3.6 as I expected.
Next north or south depend US FED sentiment

Golf123

92 posts

Posted by Golf123 > 1 month ago | Report Abuse

2024 good year for palm oil...look long term

Posted by DividendGuy67 > 1 month ago | Report Abuse

Fuiyoh ... TAANN 3.75 close. +10 sen. Together with other stocks, helped made my portfolio reach new all time highs again. This is the 7th time this happened this month. Thank-you TAANN.

titan3322

2,120 posts

Posted by titan3322 > 1 month ago | Report Abuse

Sell ! Switch to undervalued property stocks. CPO Will average RM4K/tonne only. What profit are you expecting ? If it's bcoz the land some plantations have then might as well go direct to property stocks !

Posted by diuleiloumei > 1 month ago | Report Abuse

FCPO 3.9K , why taan hasn't move up ....

Posted by StartOfTheBull > 1 month ago | Report Abuse

On 24 February 2022, Russia invaded Ukraine, FCPO shot up to above RM6,900 thereafter.
Today, tension in Red Sea is causing disruption in food transit.
Situation is more dire as drought in Central America has led to a drop in water levels in the Panama Canal, significantly reducing the amount of traffic able to cross the essential route.
https://www.dailyexpress.com.my/news/227698/un-reports-42-drop-in-suez-traffic-following-houthi-attacks/

Posted by DividendGuy67 > 2 weeks ago | Report Abuse

Can TAANN hit RM4? Today decent close +2.71% challenging resistance. Intraday looks like rejection and price might fall for a while but the overall attack since Mar 2023 low looks promising in the near future.

The higher lows over past 12 months doesn't make it easy to accumulate. It means there's buyers each time these higher lows were revisited. Someone's accumulating.

Good odds we'll be laughing anywhere in the next 1-12 months ...

Posted by diuleiloumei > 1 week ago | Report Abuse

Good to collect

calvintaneng

52,841 posts

Posted by calvintaneng > 1 week ago | Report Abuse

WHY WHEN CPO PRICES ARE HIGH UPSTREAM PALM OIL PLANTERS WILL DO FAR BETTER THAN DOWN STREAM PALM OIL COMPANIES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET

Posted by diuleiloumei > 4 days ago | Report Abuse

Coming qr no dividend, expect to dip below 3.6

calvintaneng

52,841 posts

Posted by calvintaneng > 4 days ago | Report Abuse

Keep finger crossed

Maybe a small dividend

28-Nov-2023 02-Jan-2024 DIVIDEND Second Interim Dividend RM 0.1500
24-May-2023 09-Jun-2023 DIVIDEND First Interim Dividend RM 0.1000
29-Nov-2022 30-Dec-2022 DIVIDEND Fourth Interim Dividend RM 0.1000
29-Aug-2022 13-Sep-2022 DIVIDEND Third Interim Dividend RM 0.1500
23-May-2022 03-Jun-2022 DIVIDEND Second Interim Dividend RM 0.1000
28-Feb-2022 15-Mar-2022 DIVIDEND First Interim Dividend RM 0.0500
22-Nov-2021 04-Jan-2022 DIVIDEND Second Interim Dividend RM 0.2000
09-Jul-2021 26-Jul-2021 DIVIDEND First Interim Dividend RM 0.1000
23-Mar-2021 06-Apr-2021 DIVIDEND Second Interim Dividend RM 0.0500
30-Nov-2020 29-Dec-2020 DIVIDEND First Interim Dividend RM 0.1000
28-Feb-2020 13-Mar-2020 DIVIDEND First Interim Dividend RM 0.0500
23-Nov-2018 06-Dec-2018 DIVIDEND Second interim dividend RM 0.05
24-May-2018 06-Jun-2018 DIVIDEND First Interim Dividend RM 0.05

Posted by PureInvest > 3 days ago | Report Abuse

Taann's NPAT is RM20,402K, after deducting Stock Write Off of RM9,782K and Fair Value of Biological Assets change of RM32,772K. Otherwise, the NPAT is favorable.

Net Cash position is RM182,254K (Total Cash - Total Borrowings).

Generally, this year 2023's Dividend paid is RM0.250/share is satisfactorily.

Company announced today (28-02-24) to purchase back own shares.

In view of the above, going into year 2024 with favorable CPO price of RM3,800K+/ton, we hope and assume Qtr 1 of year 2024 will be a much better financial performance by Taann, and we are long term investor, we are not bothered with these little discomforts.

5354_

4,382 posts

Posted by 5354_ > 3 days ago | Report Abuse

Div=0 why RM 3.66? Swk Plantation(Ta Ann own 29.406%) better QR why only RM 2.1?

Posted by Patient Investor > 3 days ago | Report Abuse

Nice qtr. Added almost 100 million to operating cash flow.

calvintaneng

52,841 posts

Posted by calvintaneng > 3 days ago | Report Abuse

YES TAANN GOOD

See balance sheet

Profit after tax .......Rm62,956,000

Less

Stock written off (Rm9,782,000) This is one off
Change in fair value of biological assets (Rm32,772,000)
Above no loss at all. only paper depreciation. When TAANN revalue its Assets it will go back up

From above WE SEE TAANN DID VERY WELL FROM NORMAL OPERATIONS

Posted by PureInvest > 3 days ago | Report Abuse

No worry as FCPO is still exceeding RM3,900.00/ton.

Buy on dip for LT investment.

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