Posted by wallstreetrookieNEW > 2024-03-07 11:27 | Report Abuse

God of plantation

Posted by wallstreetrookieNEW > 2024-03-07 14:38 | Report Abuse

Jtiasa > Ta-ann. But if both goes up, then that would be perfect

Posted by Ytl2023 > 2024-03-07 15:14 | Report Abuse

Rm3.70 to rm4.05. Not bad.

Posted by pang72 > 2024-03-07 15:59 | Report Abuse

Taann the most perfect dividend+growth stock in town...

Posted by ChloeTai > 2024-03-07 18:12 | Report Abuse

Congratulation! Calvintaneng, your Jtiasa and Taann rally today while other stocks remain flat after their quarter results.These so called fundamantally stocks will only go up 1 week in the month of their quarter results.

Posted by KingKoil > 2024-03-07 18:24 | Report Abuse

Another 10 days will be 4 years holding.

Mid/Long term KLK in making.

Posted by calvintaneng > 2024-03-08 13:28 |

Post removed.Why?

Posted by calvintaneng > 2024-03-08 16:42 |

Post removed.Why?

Posted by Mabel > 2024-03-11 10:49 | Report Abuse

*Malaysia Plantations*

*The unsung heroes of the nation (and the world)*

11 March marks the 4th anniversary of COVID-19 pandemic. We pay tribute to the plantation sector that has contributed immensely during the pandemic. While not undermining the sacrifices by the front-liners and others in the fight against COVID-19, this sector has played its part in ensuring food security, job security, and health security not just for the nation but the world over. Despite rising cost challenges and falling output, the sector still made huge monetary contribution of >MYR23b over the past 4 years in various forms of direct and indirect taxes, and contributions.

*>MYR23b in “social” contribution to the grateful for*

Between 2020 and 2023, the plantation sector has contributed approx. MYR6.1b in windfall profit levy, MYR3.7b in export duties, MYR1.3b in MPOB CESS (see Fig.1), MYR0.2b in Prosperity Taxes, >MYR6b in Sabah and Sarawak Sales Taxes (our back-of-the-envelope estimates), and easily >MYR6b in corporate income taxes and individual taxes (by the smallholders) to the Malaysian government . The sector is said to be among the highest tax contributor in terms of total taxes (including windfall profit levy, export duties, CESS, and Sabah and Sarawak Sales Taxes, in addition to corporate taxes). Monies collected by the government were channelled to (among others) nation building and running of many social programmes including free COVID vaccinations given to the people and cash handouts given to the needy during the pandemic.

*Food & health security roles often taken for granted*

Palm oil holds more than 50% market share in the global vegetable oils trade. Hence, its continuous availability is crucial to global food security as well as health security. Throughout the pandemic, palm oil exports never stopped as the government allowed palm oil cultivation to proceed.

Besides food use, the continuous availability of palm oil and palm products also meant there was the much-needed ingredients to make personal cares and cleaning products such hand wash, soap, laundry detergents, hand sanitisers, etc that the world desperately needed in its fight against the highly infectious COVID-19 virus.

*Job security for the locals as well as guest workers*
Many people lost their jobs at the start of the pandemic and had to draw down their hard-earned life savings to make ends meet. Prior to the pandemic, the sector has a strong workforce of 437,400 in Malaysia comprising local and guest workers. During the pandemic, the plantation sector was among the few granted special approval by the government to operate. Social distancing at workplace was inherent in the estates given that one worker typically covers more than 10 hectares of estates, providing a naturally safe working environment. Workers were even given free COVID vaccinations by their employers. At the height of the pandemic, outsiders had limited access to the staffs’ housing quarters and estate operations to ensure the safety of their workers and families. While country borders were mostly closed initially, guest workers remained employed throughout and were paid decent wages (plus incentives) that allowed them to repatriate the much-needed income to provide for their families back home (presumably equally affected by the pandemic).

Well Done Guys!

Posted by calvintaneng > 2024-03-13 15:59 |

Post removed.Why?

Posted by KingKoil > 2024-03-13 19:35 | Report Abuse

CPO 4196

Posted by calvintaneng > 2024-03-13 22:18 |

Post removed.Why?

Posted by calvintaneng > 2024-03-14 16:19 |

Post removed.Why?

Posted by Save > 2024-03-14 17:13 | Report Abuse

Divergence is happening, Taann wanted to test support to correct oversold technical.

Posted by KingKoil > 2024-03-21 08:36 | Report Abuse

Taann will be rally like CPO price

https://theedgemalaysia.com/node/705361

Posted by diuleiloumei > 2024-03-29 12:19 | Report Abuse

wat happen so furious today

Posted by enning22 > 2024-04-01 11:41 | Report Abuse

INDONESIAN Government Advocates for Biodiesel Mandate Up to B-40 Level\
https://jakartaglobe.id/business/government-advocates-for-biodiesel-mandate-up-to-b40-level

Posted by KingKoil > 2024-04-01 20:11 | Report Abuse

On the way to break for new high. Collect now or n3ver.

Posted by DividendGuy67 > 2024-04-01 22:38 | Report Abuse

I already collected at 3.26 average (excluding dividends). Nothing to do now but just sit tight and enjoy!

Posted by Save > 2024-04-02 22:01 | Report Abuse

Let's watch if Taann can break out from 4.10. On cargo surveyors' data, shipments of Malaysian palm oil products for March seen rising between 20.5% and 29.2% compared to February, according to Intertek Testing Services and AmSpec Agri Malaysia. Palm oil future close@4392, 2nd day higher than 4320, let see if can sustain tomorrow. If flag pattern breakout confirmed, with roughly measurement of 1st leg (4300-3840=460), 2nd leg potential uptrend can be 4150+460=4610.

Posted by Save > 2024-04-04 11:23 | Report Abuse

Finally Taann finished 4.10, turn support. Waiting breakout from 4.15, watching profit grow.....

Posted by Save > 2024-04-05 15:21 | Report Abuse

FCPO: On cargo surveyors' data, shipments of Malaysian palm oil products for March likely jump between 11.77% and 29.2%, said Intertek Testing Services, AmSpec Agri, and SGS. Meanwhile, Reuters estimated stockpiles likely fall by 6.65% mom to an 8-month low of 1.79 million tons at the end of March.

Posted by pushparaj > 2024-04-05 19:19 | Report Abuse

With the expected shortfall, CPO prices might go higher. Upstream player TAAN, would be a beneficiary. Price movement quite stable

Posted by KingKoil > 2024-04-08 17:02 | Report Abuse

Rallies towards new high

Posted by DividendGuy67 > 2024-04-08 23:18 | Report Abuse

Yes, closed 4.29, +4.13%. Thanks to TAANN and 22 other green stocks to offset 12 red stocks, my portfolio made new all time high again today. Thank-you Mr Market!

Posted by Johnzhang > 2024-04-10 06:59 | Report Abuse

Waiting for it to break $5/-

Posted by serbatipu > 2024-04-14 09:03 | Report Abuse

Iran already started the show. Would the rusia Ukraine history repeated again ?

Posted by stockraider > 2024-04-14 11:01 | Report Abuse

Good div coming loh!

Posted by Save > 2024-04-15 14:30 | Report Abuse

Malaysia palm oil stock level fell 10%............
Malaysian palm oil futures were below MYR 4,280 per tonne, falling for the second session after hitting MYT 4,360 last week due to weakness in rival edible oil on the Chicago Board and a fall in palm olein on the Dalian. A drop in crude oil prices also weighed sentiment, as bets grew that the ongoing Middle East conflict would be contained. Traders were also cautious as the Eid al-Fitr festive buying nears its end. At the same time, they anticipated crucial economic data from key buyer China, including Q1 GDP figures and March industrial output and retail sales. Limiting the downside momentum was fresh data from the industry regulator showing Malaysia's palm oil stocks at the end of March fell 10.68% mom to an 8-month low of 1.71 million metric tons. Crude palm oil production gained 10.57%, while palm oil exports climbed 28.61%. On cargo surveyor data, shipments of Malaysian palm oil products for April 1-15 rose about 9.0% from the same period in March, Intertek Testing Services said.

Posted by calvintaneng > 2024-04-23 06:31 | Report Abuse

MKHOP IPO AT 62 SEN VERSUS BPLANT, HS PLANT, THPLANT, RSAWIT, JAYA TIASA, TAANN & TSH RESOURCES: COMPARE & CONTRAST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-23-story-h-182939331-MKHOP_IPO_AT_62_SEN_VERSUS_BPLANT_HS_PLANT_THPLANT_RSAWIT_JAYA_TIASA_TA

Posted by Golf123 > 2024-04-26 02:16 | Report Abuse

Good dividend share

Posted by Olivia0876y > 2024-04-26 02:49 | Report Abuse

nice

Posted by whkwoon > 2024-05-06 12:18 | Report Abuse

Drop so much ? Why

Posted by Golf123 > 2024-05-14 18:09 | Report Abuse

Wait for month end result.

Posted by Johnzhang > 2 months ago | Report Abuse

1st interim dividend 15sen (last year 10sen)
Final/2nd dividend 20 Sen (last year 15 sen)
I believe total dividend FY24 shall be 35sen.
This give rise to 9% DY! It’s hard to find this elsewhere.

Posted by Johnzhang > 2 months ago | Report Abuse

Q1 results: oil palm segment performed very well .Timber segment is a drag due to poor margins caused by weakened JPY .

Oil palm’s PBT +33% yoy
Timber’s PBT -70% yoy
Overall NPAT is +10% yoy.
Better qtrs ahead when FFB production peaking .

Posted by CAWALLUK > 2 months ago | Report Abuse

Encouraging results … actually , I was expecting a 10 Sen dividend so 15 is a nice surprise. This share is still cheap considering a couple of years ago it went as high as 6.15 - I’ll use the div to buy more.

Posted by Johnzhang > 2 months ago | Report Abuse

CPO is over $4,000 again ! Without extraordinary losses, predominantly upstream plantation should do very well this year .
I am back to plantation in a big way …

Posted by Johnzhang > 2 months ago | Report Abuse

https://newswav.com/A2405_AC1oiU?s=A_9iORTGF&language=en

Posted by Johnzhang > 2 months ago | Report Abuse

Malaysia 1-31 May vs 1-30 Apr palm oil export (in mt):

*AmSpec: 1,404,719 vs 1,144,100 (+260,619 or up 22.78%)*

ITS: 1,481,916 vs 1,213,525 (+268,391 or up 22.12%)

Posted by Dehcomic01 > 1 month ago | Report Abuse

Ta Ann is a Bursa Malaysia timber cum plantation company. Since Oct last year, its price had gone from about RM 3.30 per share to as high as RM 4.30 per share. Today it is down to RM 3.80 per share. Does this represent an investment opportunity?

I would consider Ta Ann a wonderful company in the Buffett sense. There were topline and bottom-line growths. It had diversified into the plantation sector delivered a big part of the growth.

The are signs of improving operating efficiencies as exemplified by the gross profitability, asset turnover, and leverage. It is financially sound and had been able to create shareholders’ value.
https://i.postimg.cc/L4zhzgkD/Chart-6.png
My valuation as shown in the Chart shows that there is more than 30% margin of safety. Surely Ta Ann cannot be a value trap.
https://www.youtube.com/watch?v=q5J2ZJkqKHw

Posted by Golf123 > 1 month ago | Report Abuse

It’s a value buy

Posted by calvintaneng > 3 weeks ago | Report Abuse

TAANN (GREAT PEACE & SAFETY)

TRUMP IN POWER: TECH IN TROUBLE (A Prudent Person Foresees Danger & Hide himself, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-31-story-h-155265511-TRUMP_IN_POWER_TECH_IN_TROUBLE_A_Prudent_Person_Foresees_Danger_Hide_hi

Posted by calvintaneng > 3 weeks ago | Report Abuse

GREAT PEACE HERE

UNDERSTANDING DIFFERENT FORMS OF VALUE IN VALUE INVESTING, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-03-story-h-155170407-UNDERSTANDING_DIFFERENT_FORMS_OF_VALUE_IN_VALUE_INVESTING_Calvin_Tan

Posted by Johnzhang > 2 weeks ago | Report Abuse

Good for CPO 👇
https://newswav.com/A2408_FICrD0?s=A_Im4EmDW&language=en

Posted by calvintaneng > 1 week ago | Report Abuse

RISE OF DIESEL PRICE BY 52% CAUSED PROPERTY, CONSTRUCTION AND OTHERS CUT INTO THEIR PROFITS, BETTER BUY EAST MALAYSIA OIL PALM STOCKS DUE TO NO DIESEL PRICE SPIKE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-16-story-h-154165970-RISE_OF_DIESEL_PRICE_BY_52_CAUSED_PROPERTY_CONSTRUCTION_AND_OTHERS_CUT_


TAANN WILL BENEFIT

Posted by calvintaneng > 1 day ago | Report Abuse

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)