Posted by Pinky > 2020-10-05 10:53 | Report Abuse

This good counter no one seems to be interested. Combo of timber AND oil palm, with their palm trees relatively young and in maturing stage. See month-by-month increase of production figures...

Posted by lumbercpo > 2020-10-06 18:51 | Report Abuse

us soybean 1030 now. fcpo expect challenge RM3000 again

Posted by lumbercpo > 2020-10-07 21:42 | Report Abuse

us soybean 1050. super bull coming

Posted by lumbercpo > 2020-10-07 21:43 | Report Abuse

fcpo tml break 3000

Posted by Mabel > 2020-10-08 08:26 | Report Abuse

Meow Meow Meow

Posted by Pinky > 2020-10-08 09:24 | Report Abuse

Ta Ann pleas be good to me...

You are the 2nd largest holding in my portfolio now XD

Posted by lumbercpo > 2020-10-08 17:45 | Report Abuse

FCPO December back to RM2900 while October RM3000. Coming QRs explosive EPS!!!!

Posted by lumbercpo > 2020-10-08 17:47 | Report Abuse

US soybean future 3 years high to USD1056 now. !!!! Hope can break USD 1500!!!!

Posted by lumbercpo > 2020-10-09 10:16 | Report Abuse

super bull coming

Posted by chickmonk > 2020-10-09 10:44 | Report Abuse

TP RM4

Posted by chickmonk > 2020-10-09 16:13 | Report Abuse

fcpo oct above RM3000

Posted by lumbercpo > 2020-10-09 21:58 | Report Abuse

US soybean 1060 now.

Posted by lumbercpo > 2020-10-09 22:09 | Report Abuse

brazil drought, cpo counters bullish

Posted by Mabel > 2020-10-10 12:45 | Report Abuse

Plantation - Key Takeaways From Globoil's Webinar
Date: 9th October 2020

Solvent Extractors Association of India organised a webinar yesterday titled “World Price Outlook for Vegetable Oils and Meals”. There were three speakers i.e. Thomas Mielke from Oil World, Dorab Mistry from Godrej International and James Fry from LMC International. Here are the key takeaways from the webinar: -

James Fry said that rains and good palm prices would encourage better estate maintenance in Malaysia and Indonesia, leading to improved palm production in year 2021F. Rains would boost CPO supply in early-2021F and in the meantime, there would be a seasonal pick-up in production in 4Q2020. Peak palm production may be delayed by a month or two from the usual month of October or November in Malaysia.

In terms of demand, many companies in the HORECA sector (hotels, restaurants and catering) may not survive without government support. Families in low income countries may be trading down to smaller bottles of cooking oil. James Fry did not give a price forecast.

Thomas Mielke said that CPO prices may hover around US$700/tonne (RM2,905/tonne) in 1H2021. He forecasts global production of palm oil to increase by 3.5mil to 4mil tonnes in 2021F. CPO output in Indonesia is estimated to rise by 3mil tonnes in 2021F from about 43mil tonnes in 2020E. Thomas Mielke expects CPO production in Malaysia to be flat in 2021F.

He added that global soybean supply is ample currently in spite of weather-related losses in the US. He expects world soybean supply to increase by 21mil tonnes in 2020E/2021F as Brazil is envisaged to record a record output of 132.5mil tonnes (2019/2020E: 126.5mil tonnes).

Dorab Mistry believes that CPO production in Malaysia would be flat at 19.9mil tonnes in 2020E compared with market expectations of a decline. We believe that this implies that 4Q2020 production would be strong as Malaysia’s CPO output fell by 4.7% YoY in 8M2020. He did not give a production forecast for 2021F although he said that palm supply would be good.

Dorab has suggested a dynamic biodiesel mandate to the Indonesia government whereby if CPO prices exceed US$600/tonne, the biodiesel mandate would be reduced to B25 from B30. If CPO prices exceed US$700/tonne, the biodiesel mandate would be reduced further to B20. With this, the biodiesel mandate would still be implemented but at the same time, the smallholders would not be affected by the CPO export levy. Currently, Indonesia implements the B30 biodiesel mandate with subsidies from the CPO export levy of US$55/tonne.

Mabel Research House

Posted by newbie2y > 2020-10-10 21:52 | Report Abuse

inventory depletes by the increased exports..
https://www.theedgemarkets.com/article/malaysias-oct-110-palm-oil-exports-rise-133-%E2%80%94-amspec-agri

Posted by chickmonk > 2020-10-12 10:44 | Report Abuse

fcpo super bullish!!!!

Posted by lumbercpo > 2020-10-15 08:56 | Report Abuse

US soybean 1060 again!!

Posted by lumbercpo > 2020-10-15 08:59 | Report Abuse

“Based on our observation, most privatisation targets share several similar characteristics, including low trading liquidity, low valuation and under-researched. About a third of the Bursa Malaysia Plantation Index components have these characteristics.”

They include Chin Teck Plantations Bhd, Cepatwawasan Group Bhd, Hap Seng Plantations Holdings Bhd, Kluang Rubber Co (M) Bhd, Sarawak Plantation Bhd, Ta Ann Holdings Bhd and United Malacca Bhd.

Posted by Pinky > 2020-10-15 09:30 | Report Abuse

Oi don't privatise, I love my Ta Ann shares!

Posted by newbie2y > 2020-10-21 21:41 | Report Abuse

as reference, can see Riverview q3 reports on how much profit they generated from the recent cpo price rise..
https://www.klsescreener.com/v2/stocks/view/2542/riverview-rubber-estates-berhad

Posted by lumbercpo > 2020-10-28 17:22 | Report Abuse

FCPO Nov 2020 RM3300

Posted by lumbercpo > 2020-11-04 11:59 | Report Abuse

no ppl goreng. fcpo super high

Posted by lumbercpo > 2020-11-04 15:25 | Report Abuse

RM3400

Posted by lumbercpo > 2020-11-05 14:00 | Report Abuse

US SOYBEAN 1100 NOW. WOW!

Posted by Mabel > 2020-11-05 22:40 | Report Abuse

Congrats to all TaaNN Supporters

Fantastic Day for all Farmers..

Prevailing CPO Price as of yesterday is RM 3354. Cost of producing is between RM 1500-1800. This will be good for our farmers. So we expect more movements in this counter due to feel good effect on the latest Indian FGV Oil Palm Contract, Bullish FCPO (Jan FCOP has already breaches RM 3,144), current CPO prices plus the feel good effect of 2021 Budget which will be tabled tomorrow.

Well done Everyone !

Meow Meow Meow

Posted by lumbercpo > 2020-11-06 15:05 | Report Abuse

volume coming in!!

Posted by lumbercpo > 2020-11-11 15:33 | Report Abuse

fund buying

Posted by lumbercpo > 2020-11-11 15:33 | Report Abuse

soybean superbull follow by cpo

Posted by JuYeoh > 2020-11-12 14:45 | Report Abuse

Palm oil trading at RM 3346/MT - info by MOPB .

Posted by JuYeoh > 2020-11-12 15:16 | Report Abuse

Bullish Palm oil Indices
1) FBM Palm oil -NC up +139.25
2) plantation. Up + 69.30
3) FBMAsian Palm -MYR up + 145.3
4) FBM Palm oil -USD - up+52.34

Posted by lumbercpo > 2020-11-12 18:26 | Report Abuse

tml RM3.00

Posted by JuYeoh > 2020-11-13 10:38 | Report Abuse

Malaysian Palm oil - Trading at RM 3391 yesterday 12/11/2020 (Info by MPOC) Well Done!!!

Posted by JuYeoh > 2020-11-13 10:39 | Report Abuse

Hopefully Palm oil price will surpass RM 3400 /MT ..

Posted by lumbercpo > 2020-11-13 15:58 | Report Abuse

RM3.5 coming

Posted by Minagrace > 2020-11-13 17:01 | Report Abuse

Breakout RM 3. Nice

Posted by Pinky > 2020-11-13 17:04 | Report Abuse

Years ago I fully sold out at 3.63

Hope can reach that price again

Posted by lumbercpo > 2020-11-18 08:52 | Report Abuse

lumber and soybean futures bull again. soybean expect to reach 1500usd soon.

Posted by lumbercpo > 2020-11-19 11:13 | Report Abuse

fcpo RM3600..walaoeh

Posted by Pinky > 2020-11-19 11:21 | Report Abuse

Then may TAANN go back to RM3.60!

Posted by chshzhd > 2020-11-20 23:53 | Report Abuse

cpo price rise rise rise .. but oil palm shares "dare not" to wake up:)
.. the volcano is going to explode :) 火山要爆发了：） gunung berapi akan meletup:)

Posted by Minagrace > 2020-11-21 11:59 | Report Abuse

30% associate SWKPLT posted super result. Expect similar good quarter for Taann. Prepare to take off next week.

Posted by bearcomebullgone > 2020-11-27 23:37 | Report Abuse

apa ni cilaka blm keluar QR ke?????

Posted by Chua Zhi En > 2020-11-28 12:47 | Report Abuse

a lot of ppl already know the QR is on 30th.

Posted by Chua Zhi En > 2020-11-28 12:47 | Report Abuse

based on those online guru/master's calendar.

Posted by Pinky > 2020-11-30 17:45 | Report Abuse

Wohoo!!!

Ta Ann Holdings Berhad ("Ta Ann") wishes to announce that the Board of Directors has on 30 November 2020 declared a first interim single tier dividend of 10 sen per ordinary share, in respect of the financial year ending 31 December 2020, payable on 12 January 2021 to depositors whose names appear in the Record of Depositors on 30 December 2020.

Results also announced:
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3109692

Posted by Pinky > 2020-11-30 17:48 | Report Abuse

I want see TAANN go up to 3.30 tomorrow!

Posted by Chua Zhi En > 2020-11-30 17:48 | Report Abuse

nice!

Posted by Minagrace > 2020-11-30 17:52 | Report Abuse

3Q20 PAT 42m = EPS 9.7 cent. Best result seen in 4 years. Congrats to all Taann shareholders.

Posted by LeftHand_of_God > 2020-11-30 18:31 | Report Abuse

weeeewww!!! dividend somemore congrats congrats!!!!

Posted by alibiii > 2020-11-30 18:55 | Report Abuse

nice 10c interim, compared with 5c last year