Posted by mudwyx > 2016-05-19 10:15 | Report Abuse

Where is the RHB source. Till now no one still gives me link. So is it just another rumour without source?

Posted by Gusen > 2016-05-19 10:16 | Report Abuse

3.9 very big buy Q, don't buy first, wait, patient is key

Posted by Jeremykid > 2016-05-19 10:17 | Report Abuse

Alright, will wait. No problem holding this share.

Posted by Jeremykid > 2016-05-19 10:18 | Report Abuse

But beware, second round of panic selling coming

Posted by hng33 > 2016-05-19 10:24 | Report Abuse

Bought back more at 3.93-3.95

Posted by cutie > 2016-05-19 10:25 | Report Abuse

hng is the hero here....he is our front line man and our shield

Posted by hng33 > 2016-05-19 10:31 | Report Abuse

Its merely trading strategy...cut loss first, buyback later to lower down holding cost

Posted by cutie > 2016-05-19 10:33 | Report Abuse

hng...coming back to 450 . i like the bonus 1 for 5 and dividend. still can buy

Posted by mamatede > 2016-05-19 10:35 | Report Abuse

talking bs, patient is the key then man man wait when price recovers la

Posted by hng33 > 2016-05-19 10:35 | Report Abuse

cutie

Yup correct, today is D-day for Taann...AGM + EGM....Bonus share....then later, dividend + Q1 result

Posted by Gusen > 2016-05-19 10:40 | Report Abuse

oh, second wave coming

Posted by Daniel Wong > 2016-05-19 10:42 | Report Abuse

Time to be pessimistic ! Can go down to RM3.50-RM3.60 level then it is only reasonable to go in...

Posted by murali > 2016-05-19 10:48 | Report Abuse

Posted by YiStock > May 18, 2016 03:12 PM | Report Abuse

Just for sharing:

log: q1 16 = 101,959 ( - 2.8%)
ffb: q1 16 = 122,365 ( - 30%)
cpo: q1 16 = 33,075 ( - 32%)
pk: q1 16 = 6,775 ( - 32%)

-------------------------------------
log: q4 15 = 104,898
ffb: q4 15 = 174,939
cpo: q4 15 = 48,372
pk: q4 15 = 10,034

U guys not worried on the coming Q1 result?

Posted by tim09 > 2016-05-19 10:54 | Report Abuse

You cant compare inventories from year to year, there is a price difference in 2015 and 2016.

Posted by murali > 2016-05-19 10:54 | Report Abuse

Price increase more than 30% or not?

Posted by cutie > 2016-05-19 10:55 | Report Abuse

already discount that it drop from about 5 rm to 398 now and the bonus and dividend will be the shield for this

Posted by murali > 2016-05-19 10:55 | Report Abuse

Or else cannot offset the 30% drops on CPO/FFB/PK Production

Posted by murali > 2016-05-19 10:56 | Report Abuse

C how they wanna play

Posted by Up_down > 2016-05-19 10:58 | Report Abuse

Murali. The Log & FFB production was actually higher when you compare with 1st Qtr 2015.


log: q1 16 = 101,959 ( + 27%)
ffb: q1 16 = 122,365 ( + 11%)
cpo: q1 16 = 33,075 ( + 18%)


-------------------------------------
log: q1 15 = 80,018
ffb: q1 15 = 110,648
cpo: q1 15 = 28,054

Posted by cutie > 2016-05-19 11:01 | Report Abuse

hahahahaaa...murali got wrong info.

Posted by tim09 > 2016-05-19 11:03 | Report Abuse

This is a very simplistic figure, not gonna go into detail there's too much data to go through. CPO average price for 2015 was 2100-2250, for 2016 (Jan to Apr) is 2400-2500. I have log prices somewhere in my desktop.

Posted by Up_down > 2016-05-19 11:04 | Report Abuse

He is correct. It is comparing with immediate last qtr.

Posted by mudwyx > 2016-05-19 11:04 | Report Abuse

Q1 will compare with Q1 mah just like Q1 report compare with last year Q1 report. Why murali post comparison on Q4.

Posted by cutie > 2016-05-19 11:04 | Report Abuse

the results will be better than the last quarter. Sometimes they just want to push down the price to sapu back. It always happen

Posted by Gusen > 2016-05-19 11:14 | Report Abuse

oh, lock up

Posted by AllWin > 2016-05-19 11:24 | Report Abuse

The dividend is expected as they consistently paid. If you are high risk taker, current price looks attractive. If not, wait below 3.5 is safe. I think latest quarter will be bad but not as ugly as gtronic or cmsb.

Posted by stockmanmy > 2016-05-19 11:31 | Report Abuse

http://www.indexmundi.com/commodities/?commodity=plywood&months=60



because of the RHB / Taan scare......FLHB results will surprise on the upside.

Posted by Jeremykid > 2016-05-19 11:35 | Report Abuse

Plywood price at year high

Posted by murali > 2016-05-19 11:36 | Report Abuse

I reposted yistock's figures here.lazy to do homework.

Posted by Hunter2016 > 2016-05-19 11:43 | Report Abuse

CPO price increase 11% but output decrease ~30%

Posted by Gusen > 2016-05-19 11:51 | Report Abuse

TP 3.8

Posted by Daniel Wong > 2016-05-19 11:53 | Report Abuse

the point is price keep going down....? don't buy first.....

Posted by Hunter2016 > 2016-05-19 11:54 | Report Abuse

Profit depends on production output

Posted by hng33 > 2016-05-19 11:54 | Report Abuse

Use back margin line, bought back last batch Taann at 3.90-3.93

Posted by cooling > 2016-05-19 11:56 | Report Abuse

don't buy first unless your brokerage is free

Posted by Daniel Wong > 2016-05-19 11:56 | Report Abuse

someone just keep unloading and they have lots lots of shares,r u financially strong enough to take it all??better wait and see!!

Posted by The One > 2016-05-19 11:56 | Report Abuse

Noticed that most of the badly dropped counters already recovered/green today. But Taann still bleeding eventho dropped so much already. What is "truly" wrong with the company.. hmm ???

Posted by 张天师除妖 > 2016-05-19 11:56 | Report Abuse

Can go in now?

Posted by Gabriel Khoo > 2016-05-19 11:57 | Report Abuse

Even the timbersegment under perform i.e. drop 50% the pe also relatively low. Unless something unusual happens

Posted by Ckk2266 > 2016-05-19 12:00 | Report Abuse

Bought some @ 3.92

Posted by The One > 2016-05-19 12:01 | Report Abuse

Currently its price being pushed down again... more sell-offs.. may take No. 1 spot in top 10 losers again today.. hmm..

Posted by Hunter2016 > 2016-05-19 12:03 | Report Abuse

profit will badly affected if output decrease 30%

Posted by Blacksails > 2016-05-19 12:07 | Report Abuse

One of historically high sell volume! Could means internal conflict?

Posted by Mytrd > 2016-05-19 12:08 | Report Abuse

Jz my wild Guess, afternoon session will go up

Posted by Ckk2266 > 2016-05-19 12:10 | Report Abuse

Bought more @ 3.9

Posted by Blacksails > 2016-05-19 12:11 | Report Abuse

Foreign fund selling, moral issues with the company?

Posted by cutie > 2016-05-19 12:12 | Report Abuse

whatever it is , already discount to this price already. Now waiting for rebound...oversold now...later analsts will come out and said oversold . Always this way.

Posted by cooling > 2016-05-19 12:13 | Report Abuse

it will go to 3.30 like cmsb and gtronic

Posted by cutie > 2016-05-19 12:16 | Report Abuse

Look at Flumber, Hevea, WTK and many of the counters dealing with plywood and hard logs, they didnt fall that much and some of them are up

Posted by Kenz > 2016-05-19 12:20 | Report Abuse

the intense selling maybe due to margin call on one of the major shareholder who pledged his shares to the banks. Once this sell-off subside, price will stabilize.