Posted by Lanmum > 2021-04-16 12:50 | Report Abuse

Hi pinky, i join you here.

Posted by Pinky > 2021-04-16 13:56 | Report Abuse

Hahahaha welcome to Ta Ann!

I've been investing in this stock for years...dividends included, my annualised returns have been in excess of 18%.

Posted by Pinky > 2021-04-16 13:58 | Report Abuse

Annualised return = IRR

In case you're interested. That's the best measure to assess your investment profits.

Posted by Lanmum > 2021-04-16 14:16 | Report Abuse

Missed WTK yesterday, started to move up. Hope this is a blessing in disguise. I guess all lumber counter will move up soon. Thanks for sharing.

Posted by Lanmum > 2021-04-16 14:17 | Report Abuse

Pinky, have a look at Muda too.

Posted by blackleopard > 2021-04-22 09:28 | Report Abuse

lumber price all times high..nice.

https://tradingeconomics.com/commodity/lumber

Posted by JL_longman > 2021-04-22 15:03 | Report Abuse

230pm till now.. No transaction at all.. Very low profile ya..

Posted by calvintaneng > 2021-04-25 22:36 | Report Abuse

INSIDERS BOUGHT TA ANN

Something brewing?

DATO WONG KUO HEA 26-Oct-2020 Acquired 33,000 - View Detail
DATO WONG KUO HEA 23-Oct-2020 Acquired 8,000 - View Detail
DATO WONG KUO HEA 22-Oct-2020 Acquired 3,700 - View Detail
DATO WONG KUO HEA 20-Oct-2020 Acquired 16,000 - View Detail
DATO WONG KUO HEA 16-Oct-2020 Acquired 2,500 - View Detail
DATO WONG KUO HEA 15-Oct-2020 Acquired 16,700 - View Detail
DATO WONG KUO HEA 14-Oct-2020 Acquired 31,000 - View Detail
DATO WONG KUO HEA 13-Oct-2020 Acquired 3,500

Posted by calvintaneng > 2021-04-25 22:37 | Report Abuse

EPF KEPT SELLING BANKS BUT KEPT BUYING TA ANN

Something brewing?

EMPLOYEES PROVIDENT FUND BOARD 20-Apr-2021 Acquired 31,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 19-Apr-2021 Acquired 46,700 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 14-Apr-2021 Acquired 37,200 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 13-Apr-2021 Acquired 82,200 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 12-Apr-2021 Acquired 72,600 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 01-Apr-2021 Acquired 354,200 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 31-Mar-2021 Acquired 926,900 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 29-Mar-2021 Acquired 21,800 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 26-Mar-2021 Acquired 23,700 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 24-Mar-2021 Acquired 116,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 23-Mar-2021 Acquired 595,300

Posted by Lanmum > 2021-04-27 13:19 | Report Abuse

Taann go back to the forest meditating again.

Posted by Pinky > 2021-04-27 13:26 | Report Abuse

@calvintaneng

DATO WONG KUO HEA 26-Oct-2020 Acquired 33,000 - View Detail
DATO WONG KUO HEA 23-Oct-2020 Acquired 8,000 - View Detail
DATO WONG KUO HEA 22-Oct-2020 Acquired 3,700 - View Detail
DATO WONG KUO HEA 20-Oct-2020 Acquired 16,000 - View Detail
DATO WONG KUO HEA 16-Oct-2020 Acquired 2,500 - View Detail
DATO WONG KUO HEA 15-Oct-2020 Acquired 16,700 - View Detail
DATO WONG KUO HEA 14-Oct-2020 Acquired 31,000 - View Detail
DATO WONG KUO HEA 13-Oct-2020 Acquired 3,500

Year two zelo two zelo la

Posted by Lanmum > 2021-05-03 14:57 | Report Abuse

Pinky, Taann slow turtle leh ...

Posted by Pinky > 2021-05-03 15:26 | Report Abuse

@Lanmum because TAANN is neither pure log nor pure palm oil hahaha

But overall u will profit wan la...steady...

Posted by Johnzhang > 2021-05-04 06:51 | Report Abuse

CPO 3/1/20=$3000,. 3/5/21=$4600
Taann 3/1/20 =$3.48, 3/5/21=$2.87
Make sense ??

Posted by stockraider > 2021-05-04 07:10 | Report Abuse

Buy lah...Cpo rm 4600......this is a sustainable record mah!

Posted by brian3381 > 2021-05-04 07:55 | Report Abuse

Useless counter. All plantation r useless

Posted by chkhooju > 2021-05-04 08:09 | Report Abuse

Yes, exactly. Please convey this message to Calvintaneng. He is too bullish on Plantation stock. I told him not to waste his time promoting.

Posted by Pinky > 2021-05-04 09:34 | Report Abuse

Haters gonna hate

Envious ones gonna envy

I've been invested in Ta Ann for years, and the CAGR I get out from it is great. It's not a goreng stock, but a good investment.

Posted by Pinky > 2021-05-04 09:37 | Report Abuse

19.5% CAGR since 2014 (entering and exiting 3 times during that period).

Beats EPF returns by 9 streets.
Generous dividends.

Posted by Lanmum > 2021-05-04 13:18 | Report Abuse

Oh my pinky, what have you done to Taann tis morning

Posted by Pinky > 2021-05-04 13:20 | Report Abuse

@Lanmum errr...I turned her on? XD

Posted by Lanmum > 2021-05-04 13:26 | Report Abuse

Very good make sure she'll go max orgy, not once but 5 times from now till end of May

Posted by Pinky > 2021-05-04 14:37 | Report Abuse

Today can break 3.00 or not leh?

Posted by Lanmum > 2021-05-04 14:50 | Report Abuse

Pinky, can stil got 2 hours to go. Can reach RM4 by end of may ?

Posted by Lanmum > 2021-05-04 15:08 | Report Abuse

Pinky, kissed RM3.00

Posted by Pinky > 2021-05-04 15:34 | Report Abuse

100 biji more 2.99 to clear...

Long time no see 3.00

Posted by Pinky > 2021-05-04 15:49 | Report Abuse

Sudah 3.00

Posted by stockraider > 2021-05-04 16:34 | Report Abuse

Time to be a little bit more contraian in view of mkt at reasonable high level mah!

Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!

Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah!
Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!

Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!


As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!

But this up 1 to 2 sen is chicken feed mah, why up so little leh ??

Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah!
Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!!
That means if u base on profit...as indicator that means the share price will be lagging loh!

Then why promote Wtk leh ??
1. The owner , directors and insiders already accumulating quietly without fanfare mah!
2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah!
3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh!
4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah!
5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!

Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!

Posted by stockraider > 2021-05-04 16:35 | Report Abuse

IT IS COMING LOH!

Posted by Pinky > 2021-05-04 17:38 | Report Abuse

Congrats to loyal TAANN shareholders like me

Posted by Lanmum > 2021-05-04 21:43 | Report Abuse

Pinky, cun cun at RM3.00. Runaway train ...

Posted by Lanmum > 2021-05-04 21:45 | Report Abuse

Eerie ... Kind of quiet here. Who or where is other shareholders.

Posted by Mabel > 2021-05-04 23:14 | Report Abuse

Another new record closing for May 2021 FCPO future at RM4,620 from yesterday record of RM4,600...up another RM20.00

What a powerful up trending bull!

Beow Beow Beow!!!

Posted by alibiii > 2021-05-07 11:17 | Report Abuse

4850

Posted by Pinky > 2021-05-07 14:05 | Report Abuse

EPF sell, you grab lo XD

Posted by brian3381 > 2021-05-09 11:07 | Report Abuse

Breakout soon

Posted by stockraider > 2021-05-09 11:09 | Report Abuse

Remember 2 of the world most richest & savvy investors w.buffet & bill gates like investing in farmland now mah!

U can emulate them now too mah....!!

Thats why the 2 richest savvy investors have taken note the point of concern that palmoil & commodity price cannot going up forever like the case of glove & eventually the commodity price will also fall 1 day mah!

To address this issue or concern w.buffet & bill gates, say buy farmland & palmoil plantation, even the commodity price fall, u still have great protection on the value of cheap plantation land & farmland mah..!

If u buy into cheap land, u have both margin of safety accorded by cheap land plus prospect of reaping great profit from high palmoil price loh!

Thus u should Quickly Buy into palmoil plantation now, b4 its price shoot up mah!

Time to be a little bit more contraian in view of mkt at reasonable high level mah!

Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!

Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah!
Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!

Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!


As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!

But this up 1 to 2 sen is chicken feed mah, why up so little leh ??

Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah!
Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!!
That means if u base on profit...as indicator that means the share price will be lagging loh!

Then why promote Wtk leh ??
1. The owner , directors and insiders already accumulating quietly without fanfare mah!
2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah!
3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh!
4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah!
5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!

Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!

Posted by pjseow > May 8, 2021 6:08 PM | Report Abuse

Calvin and Ahbah , Investment timing is very important and be at least medium and long term horizon . Dont buy at the peak . Gloves stocks had came down 50 to 60 % from the peaks in August last year . I did not promote glove counters then because the earnings were still not proven , PE were high . Glove stock prices peak before its ASP peak . There was a 9 months to a year lead of the share prices over its ASPs . Glove stocks had finally PROVEN to deliver fantastic results in the last 3 qtrs after August 2020 while their prices came down 50 % . THeir PE are less than 5 while they will continue to deliver superb results in the next few years with double and tripling of capacities . The palm oil price cannot keep going up forever since it started picking up 2 years ago in 2019 .Likewise , the oil palm counters will peak soon or already peak now before its palm oil ASP peak which may happen in 3 to 6 months time or even earlier . When palm oils ASP came down finally , do the plantation counters have doubling of capacities to compensate for the drop in ASPs ?

Posted by Up_down > 2021-05-10 14:46 | Report Abuse

TAAn earnings was dragged by one off impairment and written off PPE in timber division in last quarter. Lumber price hike is the game changer besides CPO bull.

Posted by Lanmum > 2021-05-10 15:07 | Report Abuse

Wah. Sifu Up_down also here ....

Posted by Up_down > 2021-05-10 17:54 | Report Abuse

Hot money is gradually moving out from Technology sector....and pumping plantation sector.

Posted by Up_down > 2021-05-10 20:13 | Report Abuse

Timber division suffered 32.7 million losses before taking into account Written Off PPE and impairment 35 million in 4th Qtr 2020. Huge operating losses of 32.7 million could be due to written down of inventories to NRV in Timber division as Inventory showed a staggered reduction of 42 million in comparing with immediate preceding quarter.

Posted by Up_down > 2021-05-10 21:03 | Report Abuse

In summary, Palm Oil division posted PBT 56.7 million (excluding Biological Assets revaluation) whereas Timber division reported loss before Tax 67.7 million in 4th Qtr 2020. Surprisingly, positive cash generated from the operation showed 79 million in 4th Qtr alone.

Posted by Johnzhang > 2021-05-10 22:39 | Report Abuse

Surveyor ITS revealed that export volume for May 1-10 is 30% higher than same period of last month. Export demand remain very strong

Posted by Up_down > 2021-05-10 22:40 | Report Abuse

TAAn's segmental profitability for the past 12 months.

Palm Oil division PBT (excluding revaluation of Biological Assets)
31 Dec 20 - 56.7m
30 Sep 20 - 71.9m
30 Jun 20 - 27.7m
31 Mar 20 - 12.3m

Timber division
31 Dec 20 - 67.7m (loss)
30 Sep 20 - 3.0m (loss)
30 Jun 20 - 7.4m (loss)
31 Mar 20 - 7.7m (profit)

Posted by Up_down > 2021-05-10 23:09 | Report Abuse

WTK's segmental performance for the past 12 months.

Palm Oil division LOSSES (excluding revaluation of Biological Assets)
31 Dec 20 - 11.1m
30 Sep 20 - 45.6m (included impairment PPE 22.2m)
30 Jun 20 - 3.2m
31 Mar 20 - 3.8m

Timber division LOSSES
31 Dec 20 - 7.9m
30 Sep 20 - 112.2m (included impairment PPE 59.8m)
30 Jun 20 - 13.9m
31 Mar 20 - 17.8m

Posted by Lanmum > 2021-05-11 09:58 | Report Abuse

Nice sharing uptown sifu. Thanks

Posted by calvintaneng > 2021-05-11 15:25 | Report Abuse

TA ANN - TAIKO OF LUMBER AND PALM OIL

TOP HOLDER OF SARAWAK PLANT

NO NEED BUY SARAWAK PLANT IF YOU GOT TA ANN ENOUGH

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-11-story-h1565028572-FCPO_FOR_MAY_2021_NOW_IS_RM4_880_TIME_WHEN_ALL_GOES_DOWN_PALM_OIL_UP_SO.jsp

Posted by calvintaneng > 2021-05-11 23:21 | Report Abuse

TA ANN OR IN CHINESE

TA - MEANS BIG OR GREAT

ANN - MEANS SAFETY OR PEACE

SO TA ANN = GREAT PEACE

INDEED - A WELL MANAGED COMPANY WITH CLEAN BALANCE SHEET

TA ANN TOP HOLDER OF SARAWAK PLANT

LARGE LUMBER & PALM OIL ACREAGE

THE TAIKO OF LUMBER

WILL BENEFIT FROM LUMBER SUPERBULL

TWO POWERFUL FACTORS WHY PALM OIL BULL RUN CAN LAST MUCH LONGER THIS ROUND, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-11-story-h1565030522-TWO_POWERFUL_FACTORS_WHY_PALM_OIL_BULL_RUN_CAN_LAST_MUCH_LONGER_THIS_RO.jsp

Posted by Pinky > 2021-05-12 09:27 | Report Abuse

@Letsfly TAANN = "Big Peace" la

U buy this stock, you can hold in peace :D

Posted by Up_down > 2021-05-12 11:16 | Report Abuse

By looking at the CPO production for the past 6 years, it is obviously the decreasing trend was formed in 2020. The downtrend remains for first quarter 2021 with a reduction of 2% on the back of production quantity 14.55 million ton.

CPO production (Indonesia & Malaysia)

2020 - 70.8 million ton (-1.3%)
2019 - 71.7 million ton (+7.1%)
2018 - 66.9 million ton (+7.0%)
2017 - 62.5 million ton (+13.1%)
2016 - 55.3 million ton (+7.6%)
2015 - 51.4 million ton (+4.6%)