Posted by super888 > 2016-10-28 07:39 | Report Abuse

l thought TA ANN had very good future after purchase the Agrogreen plantation land in kuching.

Posted by Mnoj52 > 2016-10-28 09:49 | Report Abuse

olki

Posted by 007 > 2016-10-28 12:24 | Report Abuse

Is a very good buy, only at 20% of peninsular land price and the payback only 4 years, FFB production will increase by 26%
very good management decision

Posted by up2up > 2016-10-28 16:06 | Report Abuse

Why Fund Manager did not buy Ta Ann ? it is very difficult to push up the share price without them buying !!

Posted by shortinvestor77 > 2016-10-28 20:16 | Report Abuse

Many bought and waited lah. That's why daily volume not so much.

Posted by enning22 > 2016-10-30 11:01 | Report Abuse

everything turns out fine ,hold tight, tight! wait for the durians to fall.

Posted by tkk1127 > 2016-10-30 12:37 | Report Abuse

i on board already. The 2nd quarter result in FY2016 mentioned that 3rd quarter is peak crop season and led to significantly increase in production (is true as i have do the comparison).
2nd point is the log price increased 19%, CPO price increase 26%, Kernal palm oil price increased 71% and FFB increased 42% compared to 3rd quarter result in FY2015. Hence, it come out a conclusion with the revenue in 3rd quarter result will have a minimum increase of 50m compared to 3rd quarter result in FY2016.

Posted by tkk1127 > 2016-10-30 12:38 | Report Abuse

Hence, the coming quarter eps will be better than 18 cents in FY2015.

Posted by shortinvestor77 > 2016-10-30 20:37 | Report Abuse

Hope very much so.

Posted by up2up > 2016-10-31 11:39 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/10/31/ta-ann-defends-agrogreen-deal/

Posted by shortinvestor77 > 2016-10-31 19:18 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5247257

Posted by shortinvestor77 > 2016-10-31 19:19 | Report Abuse

By adopting the Comparison Method of Valuation, the Lands are assessed by an independent
valuer, VPC Alliance (Sarawak) Sdn Bhd (Registered Valuer V-141) to have an aggregate market
value of RM365,300,000.00 on 19 October 2016.
2) Elaboration of Basis and Justification of Purchase Price (Item 5 of Announcement)
In negotiating with the Vendors on the Purchase Price, Ta Ann took into account various factors
including the size of Agrogreen’s land bank, planted area, age of palm trees, quality of the estate
and estate management practices, infrastructure of the estate, locality and proximity to CPO
mills as well as recently transacted market prices, which included raw land transaction in
nearby area at over RM60,000/ha.
Furthermore, Agrogreen’s brownfield plantation is strategically located (unlike other
plantations situated in the interior region of Sarawak) about 30km or less than an hour drive
(75km by road) to Kuching city and the palm oil refinery. Please refer to the locality map
attached.
Its close proximity to the city (which is shorter distance than from KLIA to Kuala Lumpur City)
presents a great potential for future development after one cycle of planting. The plateau
located in the unplantable area of the plantation, overlooking the sea, has huge potential for
development into a tourist attraction spot/eco holiday resort.
In addition, there is a scarcity of good quality estates/plantation of sizeable area in Sarawak.
The State Government of Sarawak has repeatedly emphasized that no new plantation land will
be made available in the near term (titled state land) and all new developments will have to be
carried out on NCR land through joint ventures with NCR land owners. This adds further value
to estate/plantation on titled state land.

Posted by 007 > 2016-11-07 09:58 | Report Abuse

can start to look into TAAN as revenue will improve next quarter

Posted by Beza > 2016-11-07 15:57 | Report Abuse

Taann is one of 30 stocks recommended by Cool-Eye.

Posted by Beza > 2016-11-08 08:50 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/11/08/ta-ann-upgraded-on-strong-growth-prospects-and-attractive-valuation/

Posted by wining > 2016-11-10 15:24 | Report Abuse

cpo price 2900 now

Posted by shortinvestor77 > 2016-11-10 17:44 | Report Abuse

Go! Go!

Posted by Beza > 2016-11-11 08:40 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/11/11/malaysia-palm-oil-reserve-growth-misses-estimate-as-output-drops/

Posted by up2up > 2016-11-11 10:20 | Report Abuse

watch out, slowly move on day by day, only no volume to support

Posted by tkk1127 > 2016-11-11 10:50 | Report Abuse

- Inventories osed only slightly higher due to lower production. Malaysia’s inventories rose for a second straight month, osing at 1.57m mt. The October number was lower than the nsensus estimate of 8.8% increase. Inventories are likely to remain tight until 1Q 2017 as production are going to slow down after peaking in Sept.

-CPO exports ntracted 1.4% MoM. Palm oil exports softened second straight month, down 1.4% MoM after seeing a sharp decline in the previous month. Exports to all major nsuming untries, namely, China (-5.2%), India (-22.3%), Pakistan (-4.0%) and US (-10.1%) were lower except EU (+31.2%). As Chinese New Year lebration is approaching, we expect to see a pick-up in demand from China.

-Production likely peaked in Sept. CPO surprisingly fell in Oct, down 2.2% MoM. Both Peninsular Malaysia and East Malaysia dropped 1.7% and 2.6%, respectively. Production is likely to head downtrend again beginning this month, as we believed production has peaked in Sept.

- Buy ahead of winter period. For the 1 st ten days of Nov 2016, Malaysia’s CPO exports fell 13.8% from a month earlier, according to Intertek. Based on the MPOB reference price from 10 Oct to 09 Nov 2016 of RM2,761/mt, the CPO export duty is likely to drop from 6.5% to 6% for the month of Dec

-Highest average CPO price recorded since 2014. Oct’s 2016 average CPO price fell from RM2,854/mt in Sept to RM2,735/mt. YTD, CPO price averaged at RM2,577/mt, which is higher than our full-year forecast of RM2,500/mt. As CPO supplies are expected to remain tight over the next few months, we expect to see CPO prices trading in the range of RM2,700-2,900/mt

Posted by tkk1127 > 2016-11-11 10:52 | Report Abuse

Decrease in CPO export duty expenses from 6.5% to 6% in Dec'16 meaning decrease in expense and will led to increase in net profit.

Posted by enning22 > 2016-11-11 12:27 | Report Abuse

for the record CPO today traded touch the high of 3089 , due to a freefall of the ringgit .ringgit touch a low of 4,52/usd, and then revover a bit to 4.32/usd.

Posted by henry9889 > 2016-11-14 16:47 | Report Abuse

wow, why today so good

Posted by PlsGiveBonus > 2016-11-14 17:03 | Report Abuse

Finally

Posted by HandOfMidas > 2016-11-15 00:38 | Report Abuse

fly fly up up to the sky~~~

Posted by super888 > 2016-11-15 07:38 | Report Abuse

will back to RM4.00 soon.

Posted by up2up > 2016-11-15 14:35 | Report Abuse

got volume already, accumulation in progess

Posted by enning22 > 2016-11-15 15:20 | Report Abuse

Malaysia will lower its crude palm oil export tax to 6% in dec, down from 6.5% in nov.
according to a circular on the Malaysia palm oil Board website on Tuesday

Posted by casanwk > 2016-11-15 15:20 | Report Abuse

profit taking is going on!

Posted by 007 > 2016-11-15 17:11 | Report Abuse

QR tomorrow

Posted by henry9889 > 2016-11-15 17:46 | Report Abuse

rm4 in making

Posted by Ricky Kiat > 2016-11-16 09:29 | Report Abuse

dumb dumb hold..cheers...

Posted by up2up > 2016-11-16 15:30 | Report Abuse

from where we can see the current timber, plywood & log prices ? up or down ?

Posted by enning22 > 2016-11-16 15:45 | Report Abuse

https://nz.pfolsen.com/market-info-news/

Posted by up2up > 2016-11-16 16:23 | Report Abuse

thank you @enning22, from that chart it look like the log price are uptrend

Posted by ginvin > 2016-11-16 17:51 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5260769

Posted by enning22 > 2016-11-16 19:01 | Report Abuse

3rd q report out today ,looks ok to me, within my expectation,

Posted by kimi21 > 2016-11-16 19:13 | Report Abuse

SO bad Q3 result..

Posted by 007 > 2016-11-16 19:27 | Report Abuse

expected to be lower due to lower export of plywood. next quarter, the short fall will be replenish by new plantation.

Posted by shortinvestor77 > 2016-11-16 20:15 | Report Abuse

Next Q will be very good. Just this Q still lower than expectation.

Posted by tkk1127 > 2016-11-17 08:56 | Report Abuse

Revenue achieved historically high of 349m, will be further increase more due to increased in CPO price and log price. Next quarter will be better again.

Posted by enning22 > 2016-11-17 10:33 | Report Abuse

KENAGA RESEARCH:---http://klse.i3investor.com/servlets/staticfile/292414.jsp

Posted by tkk1127 > 2016-11-17 10:38 | Report Abuse

TP 4.6.. wow.

Posted by tkk1127 > 2016-11-17 10:38 | Report Abuse

Upgrade FY16-17E CNP by 40-17%.
OUTPERFORM call is maintained, while TP increased to
RM4.60 (from RM3.94) on earnings upgrade.

Posted by tkk1127 > 2016-11-17 10:39 | Report Abuse

In the coming quarter, we expect TAANN to
maintain or improve on 3Q16 results, as quarter-to-date (QTD)
USD/MYR has strengthened 4% to 4.20 which bodes well for Timber
segment margins. Meanwhile, we expect TAANN to see higher CPO
prices as well, given the QTD increase of 14% to RM2,750/MT

Posted by tkk1127 > 2016-11-17 10:39 | Report Abuse

The stronger
USD should also benefit Timber earnings, while CPO prices remain
supportive heading into the mid-term horizon.

Posted by SeanRJ > 2016-11-17 13:45 | Report Abuse

http://www.theedgemarkets.com/my/article/palm-oil-may-bounce-more-2921-ringgit

Posted by James007 > 2016-11-18 15:53 | Report Abuse

export theme start to play, Taan down due to poor QR

Posted by enning22 > 2016-11-18 17:41 | Report Abuse

some profit taking is normal ,i would say.some people acquire the stock at lower price, took profit by selling a portion, is healthy.

Posted by enning22 > 2016-11-18 18:47 | Report Abuse

金龙鱼母公司丰益国际三季度业绩大增，版图凶猛扩张中
2016-11-18
　　
棕榈油价格反弹，在11月10日触及两年新高，同日，农产品巨头丰益国际公布了三季度的业绩：
净利润3.92亿美元，同比大增46.6％;收入110.8亿美元，同比增长4%。

▲ 2016年11月17日


　　热带油业务板块利润为1.69亿美元，大增81%，归因于良好表现的业务扩张，也得益于强劲的棕榈油价格。

　　马来西亚和印度尼西亚是国际最大的棕榈油生产国，厄尔尼诺气候带来了干燥，还面临劳动力短缺问题。

　　丰益国际表示，其种植园的产量，受厄尔尼诺影响，已经下降14％，但毛棕油价格的走高抵消了此影响。

　　三季度该公司的油籽和谷物业务板块税前利润为2.48亿美元，同比增长18.5％，而此前二季度亏损达2.2亿，归咎于在极不稳定的大豆市场空头头寸导致损失。
首席执行官郭孔丰表示：

　　·油籽和谷物板块中的消费品和油籽压榨都有“不错的表现”；

　　·集团将继续执行既定的发展战略，专注于亚洲和非洲的高增长市场。

　　·如不出意外，全年业绩预期将令人满意。

　　停不下来的扩张

　　丰益国际近期在亚洲成立了两家合资企业。

　　5月在印度，丰益国际和印度阿达尼集团（印度亿万富翁阿达尼所有），通过它们的阿达尼丰益国际合资公司（持股66.66%)，联手鲁奇大豆公司(持股33.34%)，打造印度领先的快速消费品公司。阿尼达丰益目前是印度最大的食用油公司。

　7月在越南，丰益国际（持股45%）、邦吉Bunge（持股45%）及越南一家领军的饲料销售商（持股10%）在越南成立了一家三方合资公司。邦吉是越南豆油最大的压榨商，丰益是豆油最大的买家，新公司将整合邦吉上游压榨能力，丰益下游精炼和消费类包装产品能力，及充分利用越南饲料经销商的强大分销能力，产生协同效应。

在本周一（11月14日），丰益国际宣布，与美国ADM联手在欧洲组建了全功能的油脂合资公司Olenex，以整合两家在欧洲的原材料采购，交易，销售和营销业务。Olenex总部设在瑞士，目前在德国汉堡和荷兰鹿特丹设有工厂，将进军捷克、荷兰、波兰及英国等地区的欧洲油脂市场。
合纵连横、强强联手，一贯低调但具商业智慧的丰益国际继续凶猛地横扫全球......