Posted by calvintaneng > 2023-07-10 19:52 |

Post removed.Why?

Posted by calvintaneng > 2023-07-14 10:38 |

Post removed.Why?

Posted by limch > 2023-07-14 10:56 | Report Abuse

3900 CPO why not RM 3.9 Ta Ann?

Posted by Pinky > 2023-07-14 19:36 | Report Abuse

Production numbers look not bad, growing

Posted by calvintaneng > 2023-07-15 23:10 | Report Abuse

BPLANT (5254) A STARTLING REVELATION BY TOK MAT ( There are assets such as those of ‘planting trees on a gold mine’) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-07-15-story-h-245619594-BPLANT_5254_A_STARTLING_REVELATION_BY_TOK_MAT_There_are_assets_such_as_

Posted by Pinky > 2023-07-17 15:54 | Report Abuse

Steadily coming back!

Posted by Pinky > 2023-07-17 15:55 | Report Abuse

@CalvinTan what has that news about BPLANT got to do with TAANN???

Posted by Golf123 > 2023-07-18 03:31 | Report Abuse

Good dividend stream maintain, 10% yield

Posted by calvintaneng > 2023-07-18 23:33 | Report Abuse

Pinky

Taann like bplant, Thplant is owner of their estates and paid for cash by years of sweat and blood. Hence it is full of value

Posted by enning22 > 2023-07-19 14:58 | Report Abuse

forget about bplant and thplant due to low production factor. forget about sweat and blood stories, it is fictional.

Posted by enning22 > 2023-07-19 16:50 | Report Abuse

Russia ended the Ukraine grain-export deal nearly a year into the agreement, heightening uncertainty over global food supplies and escalating tensions in the region.

The pact, previously extended in May, will cease to be effective as of Tuesday, the foreign ministry in Moscow said in a statement. Russia had repeatedly threatened to leave the deal, which had marked a rare example of cooperation during its war in Ukraine. The corridor’s shutdown will hit key buyers like China, Spain and Egypt.

“Unfortunately, the part concerning Russia in this Black Sea agreement has not been fulfilled so far,” Kremlin spokesman Dmitry Peskov said, according to Russian news agency Tass. “Therefore, it is terminated.”

Posted by calvintaneng > 2023-07-19 19:37 |

Post removed.Why?

Posted by 5354_ > 2023-07-20 10:07 | Report Abuse

10 sen(min) dividend next month QR?

Posted by enning22 > 2023-07-20 12:10 | Report Abuse

10% to 15% minimum, if cpo price can maintain at current level, or rise further.

Posted by Yau Yh > 2023-07-20 12:20 | Report Abuse

Conservatively take a historical average PE of 7, (which is still very low), what do you think TAANN's price will go?

Posted by Johnzhang > 2023-07-20 12:49 | Report Abuse

Bullish outlook for CPO is back again. Don’t miss the boat !

Posted by Pinky > 2023-07-20 15:01 | Report Abuse

Return of palm oil!

Posted by DividendGuy67 > 2023-07-20 20:11 | Report Abuse

Nice strong push to 3.59. Been holding since 3.26.

Posted by Golf123 > 2023-07-22 06:19 | Report Abuse

Best yet to come

Posted by Sales > 2023-07-22 22:43 | Report Abuse

Holding since 3.19....continue to hold....

Posted by Johnzhang > 2023-07-24 18:26 | Report Abuse

CPO future surged over 3% to nearly $4,200.

Posted by enning22 > 2023-07-25 10:15 | Report Abuse

RHB Research raises CPO price estimates for 2024, 2025 on El Nino effect
https://theedgemalaysia.com/node/675829

Posted by Johnzhang > 2023-07-25 10:30 | Report Abuse

Ta Ann should worth $6-7 ! It is coming soon .

Posted by Golf123 > 2023-07-25 10:36 | Report Abuse

Keep for long term

Posted by simon000000 > 2023-07-25 22:32 | Report Abuse

dividend coming?

Posted by MYLau21 > 2023-07-25 22:47 | Report Abuse

Hopefully another 10sen dividend this coming September. Hehe

Posted by calvintaneng > 2023-07-26 01:56 |

Post removed.Why?

Posted by Pinky > 2023-07-26 08:15 | Report Abuse

But, once sold, they become one-off gains. What next? Empty shell holding company?

Posted by Simple Man > 2023-07-26 11:38 | Report Abuse

BUY CALL? OR IS A TRAP TO SELL?

Posted by simon000000 > 2023-07-30 23:49 | Report Abuse

buy, buy, buy, put money take money 💰

Posted by wallstreetrookieNEW > 2023-07-31 14:43 | Report Abuse

This is just the beginning

Posted by wallstreetrookieNEW > 2023-07-31 14:43 | Report Abuse

Palm oil rally please

Posted by wallstreetrookieNEW > 2023-07-31 14:44 | Report Abuse

Taann call warrants look juicy af

Posted by wallstreetrookieNEW > 2023-07-31 14:45 | Report Abuse

Pump it

Posted by calvintaneng > 2023-08-05 22:24 |

Post removed.Why?

Posted by wallstreetrookieNEW > 2023-08-07 14:38 | Report Abuse

Limit up

Posted by wallstreetrookieNEW > 2023-08-07 15:27 | Report Abuse

It's all foreign institution buying palm oil shares while local institutions keep selling. Why?
Cause local funds like to bet against retail investors so they keep selling retail favourites which are palm oil, tech and some glove shares. But this time is different

Posted by DividendGuy67 > 2023-08-07 21:59 | Report Abuse

I could be wrong, but after hitting a recent high of 4134 on 24 July, FCPO is trading at 3776 today, lower than 7 July low of 3834. That's normally not the common sign of FCPO wants to make higher highs than 4134 yet. More likely to keep drifting downwards. Still the future is uncertain. I took some profits of TAANN to lower my average buy cost further to 2.8. Can always buy back when price is lower than 3.69 later.

Posted by wallstreetrookieNEW > 2023-08-08 15:11 | Report Abuse

Don't look at CPO price to trade palm oil stocks. CPO price has no correlation to the stock price itself, although it does have an impact on profits. By the time CPO price moved, it is too late to buy in. Always buy plantation stocks when the CPO price is on a downtrend. Sell when CPO is on uptrend. Good luck

Posted by wallstreetrookieNEW > 2023-08-09 20:11 | Report Abuse

Crude palm oil prices face an upside risk due to the continuing Russia-Ukraine war, Affin Hwang IB analysts Nadia Aquidah, Steven Chan and Andrew Lim say in a note. Uncertainties due to the war can disrupt global grain supply, pushing vegetable oils prices higher, they say. Global warming can also disrupt crop production yields and make prices volatile, they add. The analysts maintain CPO price estimates for 2023 at MYR3,800/ton-MYR4,000/ton and for 2024 at MYR4,200/ton-MYR4,400/ton. They reckon that the plantation sector's earnings will grow by around 4%-5% with every MYR100/ton increase in CPO prices. They maintain a neutral rating on the sector and select Kuala Lumpur Kepong and Jaya Tiasa Holdings as their top picks

Posted by 5354_ > 2023-08-10 03:16 | Report Abuse

Many promoters here but not Sarawak Plantation which Ta Ann also own.

Posted by 5354_ > 2023-08-10 09:52 | Report Abuse

Sarawak Plantation(Ta Ann own 29.406%) RM 1.47 cheaper.

Posted by enning22 > 2023-08-10 15:15 | Report Abuse

sarawak plantqtion's landbank and plantation acreage ,and monthly oil production is half of ta ann. so the stock valuation is half of TaAnn.

Posted by enning22 > 2023-08-10 15:48 | Report Abuse

分析师预计棕榈油在今年第四季度和明年第一季度强劲反弹
2023-08-10
摘要： 棕榈油价格可能在2023年第三季度面临下行压力。中国和印度的食用油库存偏高，加上棕榈油相对豆油的价差缩小，将在短期内带来压力。
8月9日消息：资深棕榈油分析师赛西亚·瓦尔加博士表示，马来西亚毛棕榈油基准合约价格可能在明年初上涨到每吨4000到4300令吉。

周三，马来西亚衍生品交易所的2024年3月棕榈油合约收于3884令吉/吨。该合约将会是明年1月份时的基准棕榈油合约。如果瓦尔加的预测成为现实，意味着棕榈油价格将有3.0%到10.7%的上涨空间。

瓦尔加在一份研报中写道，棕榈油价格可能在2023年第三季度面临下行压力，然后在今年第四季度和明年第一季度强劲反弹。就近期走势而言，中国和印度的食用油库存偏高，加上棕榈油相对豆油的价差缩小，将在短期内给棕榈价格带来压力。

2024年印尼棕榈油产量预计为5100万吨，高于今年预期产量5000万吨；马来西亚的棕榈油产量可能降至1750万吨到1800万吨，而今年产量估计为1850万到1860万吨，因为极端干燥天气件会影响棕榈油产量。

不过瓦尔加表示，棕榈油的高价格不可持续，因为竞争力和需求将会受到影响。

机构：短期内棕榈油市场料偏多

8月9日报道，商品咨询机构Vesper周三在一份报告中称，预计棕榈油和其他植物油（即棕榈仁油、大豆油、菜籽油和葵花油）的短期情绪将略为偏多。Vesper表示，最新评估是在惠誉评级下调美用评级及其对食用油综合体的影响后做出的。

Vesper表示，乐观因素包括乌克兰物流中断、美国农业部可能削减美国大豆产量预估以及加拿大的天气风险。

但从长期来看，受强劲的供需、进口商库存充足以及预计8月份美国将出现对作物有利的天气，这些植物油的市场情绪将略为悲观。

Posted by calvintaneng > 2023-08-10 22:23 | Report Abuse

TAANN BOUGHT ITS LANDS BY SWEAT AND BLOOD

TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT

Posted by 5354_ > 2023-08-14 10:30 | Report Abuse

Wong Kuo Hea(director of both Ta Ann and Sarawak Plantation) is buying more Sarawak Plantation but not Ta Ann lately.

enning22

sarawak plantqtion's landbank and plantation acreage ,and monthly oil production is half of ta ann. so the stock valuation is half of TaAnn.

3 days ago

Posted by enning22 > 2023-08-18 12:04 | Report Abuse

美国农业部近日公布了8月供需报告，报告中上调了新作美豆期初大豆库存，下调了新作大豆产量、出口量及期末库存。市场人士表示，这份报告奠定了2023/2024年度美豆偏紧的供给预期，同时也令全球大豆供应预期转向偏紧状态。

Posted by titan3322 > 2023-08-24 09:50 | Report Abuse

May not hold at this price. The generous div maybe the positive factor giving it a premium

Posted by titan3322 > 2023-08-24 12:12 | Report Abuse

Most plantation Cos reported decline in profit in last qtr ranging from 84% to 45% while average CPO price was RM3800/tonne so the next qtr it may be a small improvement only unless CPO price shoot past 4500 in the month of September !

Posted by Pinky > 2023-08-30 17:34 | Report Abuse

Phew lucky still profitable