TA ANN HOLDINGS BHD

KLSE (MYR): TAANN (5012)

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Last Price

4.02

Today's Change

+0.03 (0.75%)

Day's Change

3.98 - 4.07

Trading Volume

106,500


5 people like this.

5,190 comment(s). Last comment by enning22 3 weeks ago

wakarimas

1,043 posts

Posted by wakarimas > 2021-08-30 17:58 | Report Abuse

result doouble, share price double can???

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-08-30 17:59 | Report Abuse

Nice QR. EPF dumping spoiled the mood today.

calvintaneng

57,846 posts

Posted by calvintaneng > 2021-08-30 18:38 | Report Abuse

treasurehunt

same thing happened in Ijmplant when we were buying from Rm1.86 to Rm1.90

While we were buying Epf was selling like no tomorrow

But having checked with the accounts of Ijmplant very carefully we kept buying anyway

So when Klk offered to take over Ijmplant at Rm3.10 it was a confirmation we were correct

Now Epf selling Taann is immaterial as we SEE Taann Resounding Success in all areas of business growth from palm oil to timber to biological assets

How could Epf sell the most promising company ?

Pinky

3,532 posts

Posted by Pinky > 2021-08-30 18:39 | Report Abuse

EPF need money to pay i-Citra, i-Sinar, i-Suka, i-Cinta, i-Bini...

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-08-30 19:08 | Report Abuse

They dumped the cheap tickets for other people to make money later.

titan3322

2,864 posts

Posted by titan3322 > 2021-08-30 19:29 | Report Abuse

I think for EPF they still make money when they dispose at this price so they have booked their profit

titan3322

2,864 posts

Posted by titan3322 > 2021-08-30 20:15 | Report Abuse

More than 5 fold increase in profit EPS of 16.8 sen where can you find this type of stock in busra at this price !

calvintaneng

57,846 posts

Posted by calvintaneng > 2021-08-30 20:24 | Report Abuse

Correct

Taann forward P/E only 4.1

Where to find a company in Bursa that can double your investment value in just 4.1 years ?

calvintaneng

57,846 posts

Posted by calvintaneng > 2021-08-30 20:30 | Report Abuse

At 4.1 P/E it translates to about 25% yield

Warren Buffet best performing years for Berkshire Hathaway only generates a yield of 20% a year. So Taann earnings can be considered exceptional

Posted by Najib Zamry > 2021-08-30 21:10 | Report Abuse

Ta Ann really a stock not to be missed. I understand next quarter result even better

Sky Liew

940 posts

Posted by Sky Liew > 2021-08-30 22:07 | Report Abuse

Long time bonus issue hope can get free warrant

Posted by diuleiloumei > 2021-08-30 22:43 | Report Abuse

just hoot whatever price below 2.99 before it fly

Posted by Najib Zamry > 2021-08-31 18:26 | Report Abuse

Let’s take a look what is the investment bank prediction for Ta Ann for Fy 2021 ;
1. Maybank Rm122 Millon Target Price Rm3,24
2. CIMB Rm123 million Target price RM 3.47
3. Affin Hwang Rm163 million Target price Rm3.36

For the 6 months ended June 2021 Ta Ann already recorded Rm115 million profit And far beat analyst expectations. . If one annualise it the company should record Rm230 million profit for whole FY 2021.

What is the target price for TA Ann ?

The Answer should be loud and clear ..

i3gambler

729 posts

Posted by i3gambler > 2021-08-31 18:49 | Report Abuse

When I bought SWKPLNT last year, the price ratio of SWKPLNT / TAANN was around 75%.

When the ratio went up to more than 85% recently, and with the news that the timber segment of TAANN is going to be good, I sold all my SWKPLNT and bought TAANN.

i3gambler

729 posts

Posted by i3gambler > 2021-08-31 19:05 | Report Abuse

Make reference to BRIGHT (9938) announcement to Bursa on dated 19th August 2021.

The Board of Directors (“Board”) of Bright wishes to announce that the Company had on 19 August 2021 entered into a Joint Venture Agreement (“JVA”) with Datai Plantations Sdn. Bhd. (“DPSB”) (hereinafter referred to collectively as “Parties”) to form an unincorporated joint venture for the purpose of developing an oil palm plantation together with facilities and the provision of services ancillary to such plantation on parcels of land located in Sarikei, Sarawak (“Project”).

Read the item 4.3 of document:

The Investment Sum shall be utilised by the Project to plant up to an additional 150 hectares of oil palm as calculated based on an estimated development cost of Ringgit Malaysia Thirty Three Thousand only (RM33,000.00) per hectare as at the date of the JVA.

You see,
The development cost alone is already RM33K / ha, not yet adding purchase price of the land.
The Enterprise Value / ha for TAANN estate is very much below that.

calvintaneng

57,846 posts

Posted by calvintaneng > 2021-08-31 21:22 | Report Abuse

OIL PALM STOCKS IN Bull Run Time: Those Prepared with Biggest Capacity Will Always Excel More Than Others, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-31-story-h1570662146-OIL_PALM_STOCKS_IN_Bull_Run_Time_Those_Prepared_with_Biggest_Capacity_W.jsp

TAANN is Top Holder of SWKPLANT

troy88

3,122 posts

Posted by troy88 > 2021-09-01 12:45 | Report Abuse

Spectacular results. Well done

Posted by Najib Zamry > 2021-09-01 12:46 | Report Abuse

Another good day again. Beautiful of buying undervalued and solid company.

calvintaneng

57,846 posts

Posted by calvintaneng > 2021-09-01 12:50 | Report Abuse

Standing ovation

Resounding success!

All round applause !!

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-09-01 12:56 | Report Abuse

EPF is the one blocking the price from moving up. Let their funds manager to dispose all and no more disturbing TAAn.

bluelight

147 posts

Posted by bluelight > 2021-09-01 14:09 | Report Abuse

how high it will fly?

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-09-01 16:12 | Report Abuse

EPF no more dumping? ....I thought could get a cheaper prices.

calvintaneng

57,846 posts

Posted by calvintaneng > 2021-09-01 18:40 | Report Abuse

Plenty room for Taann shares to go up or grow up like durian?

See this

https://www.youtube.com/watch?v=0_ySoCpqyGs

Posted by diuleiloumei > 2021-09-01 21:22 | Report Abuse

Rise 0.16 a day, very unusual move by insider, bonus

Kensington

158 posts

Posted by Kensington > 2021-09-02 09:05 | Report Abuse

Thanks Calvin for the recommendation. Taann is such a GEM.

Pinky

3,532 posts

Posted by Pinky > 2021-09-02 09:27 | Report Abuse

@treasurehunt EPF finished dumping

Time for TAANN to go back where it belongs...>RM3.00

Posted by Thomas Chan Yeu Wai > 2021-09-02 09:32 | Report Abuse

recalled it once touch RM5 many moons ago haha

Pinky

3,532 posts

Posted by Pinky > 2021-09-02 09:39 | Report Abuse

Yea 5-Apr-2016, pre-Bonus issue, I sold some at RM5.07 hahaha

titan3322

2,864 posts

Posted by titan3322 > 2021-09-02 09:52 | Report Abuse

Another dividend of 10 sen in November 21 possibly a special div too

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-09-02 10:38 | Report Abuse

pinky. EPF is dumping again...

stockraider

31,556 posts

Posted by stockraider > 2021-09-02 11:10 | Report Abuse

To be fair Calvin sifu call on plantations is consider good;

1. Plantation valuation is still under price.
2. Plantations are generating huge operating positive cashflow
3. Plantation lands are good hedge against inflation mah!
4. There are limited supply plantation land available now
5. These companies pays reasonable good dividend mah!
6. The upside is high but the downside is low loh!


Posted by Philip ( buy what you understand) > Sep 2, 2021 11:03 AM | Report Abuse

First time you know calvin tan?

>>>>>>>
The only unchanged is, someone has bought a lot palm oil stocks and now publish nonsense reports in hte platform to lure uneducated investors to follow the footsteps.

Evil tactics.

titan3322

2,864 posts

Posted by titan3322 > 2021-09-02 13:55 | Report Abuse

I repeat what I said earlier in the midst of both these political and economical uncertainties plantations are the best bet and Taan is hugely undervalued don't worry about EPF selling bcoz in the next 3 to 9 months only plantations are going to deliver super profits the only negative is the windfall tax

calvintaneng

57,846 posts

Posted by calvintaneng > 2021-09-02 14:04 | Report Abuse

Posted by titan3322 > Sep 2, 2021 1:55 PM | Report Abuse

I repeat what I said earlier in the midst of both these political and economical uncertainties plantations are the best bet and Taan is hugely undervalued don't worry about EPF selling bcoz in the next 3 to 9 months only plantations are going to deliver super profits the only negative is the windfall tax


YOU ARE ABSOLUTELY CORRECT

EPF SHOULD NOT SELL AN EXCELLENT PROFITABLE COMPANY LIKE TAANN IN UPTREAND NOW

EPF WILL LOSE OUT AND GIVE UP A LOT OF GAINS

bluelight

147 posts

Posted by bluelight > 2021-09-02 14:54 | Report Abuse

highest quarter profit but price hard to move

Posted by Thomas Chan Yeu Wai > 2021-09-02 15:22 | Report Abuse

Just try not to think TAAN or other plantation stocks will fly like gloves last year + goreng stocks. Otherwise you will be disappointed. Just sit back and enjoy the dividends.

stockraider

31,556 posts

Posted by stockraider > 2021-09-03 13:16 | Report Abuse

Why sifu calvin call on buying into plantations relentlessly are very sound investing advice loh?

Yes buy what u understand loh!

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!

L2

657 posts

Posted by L2 > 2021-09-03 14:51 | Report Abuse

Ethical investors need to look beyond the gloss to its tainted history of alleged land grabs and encroachments in its home state and elsewhere, incl Tasmania.

Pinky

3,532 posts

Posted by Pinky > 2021-09-03 20:22 | Report Abuse

Ethical investing is a rubbish idea worked out by nothing-better-to-do social activists who only know to wreak havoc and cause disruptions to other people's lives

Posted by EatCoconutCanWin > 2021-09-04 09:23 | Report Abuse

Bought high d 2.94.. still can up? This company earn money ler

calvintaneng

57,846 posts

Posted by calvintaneng > 2021-09-04 14:48 | Report Abuse

VERY GOOD NEWS FOR TAANN & TSH AS BOTH DEALS WITH WOOD & PALM OIL PRODUCTS

RM12bil of wood products exported in first half of 2021, says Commodities Minister

https://klse.i3investor.com/blogs/savemalaysia/2021-09-04-story-h1570724416-RM12bil_of_wood_products_exported_in_first_half_of_2021_says_Commoditie.jsp

stockraider

31,556 posts

Posted by stockraider > 2021-09-04 15:58 | Report Abuse

Yes go for Taann u cannot go wrong investing in it loh!

Invest_888

1,069 posts

Posted by Invest_888 > 2021-09-04 19:49 | Report Abuse

Taann is the best value plantation stock with high NTA, high cash pile, high earning, high traded volume, etc. Moreover, CPO price is remaining high this year.
So far only Taann can attract me to buy it even I prefer steel and tech stock most.

Posted by Najib Zamry > 2021-09-04 22:33 | Report Abuse

Steady steady

Posted by Najib Zamry > 2021-09-05 21:52 | Report Abuse

Good result , higher dividend and corporate exercise in place based on historical record

Posted by CharlesW > 2021-09-06 03:12 | Report Abuse

On Friday I bought at 2.93, this is now my main plantation investment followed by UP,THP, Bumitama and Thailand's UVAN (best performer) Here in the UK, garden furniture has gone up over 150% over the last 2 years, much of it is made from Malaysian wood, plywood has also soared in price - this should help companies like TA AAN. I primarily bought this company for it's
palm oil production but the timber division could prove to be very profitable as well over the next few years. With the crazy worldwide over reaction to Covid and the resulting money printing, inflationary pressures will be high and agricultural land should at least hold it's value.

troy88

3,122 posts

Posted by troy88 > 2021-09-06 12:06 | Report Abuse

Slow and steady. Going back to RM3+

stockraider

31,556 posts

Posted by stockraider > 2021-09-06 12:21 | Report Abuse

Steadily gain mah!

Posted by Najib Zamry > 2021-09-06 15:32 | Report Abuse

The beauty of buying good and solid fundamental stock!!!!!

Invest_888

1,069 posts

Posted by Invest_888 > 2021-09-07 10:20 | Report Abuse

If you do research on plantation stocks, Taann is the best choice.

Posted by diuleiloumei > 2021-09-07 11:26 | Report Abuse

TAAN management no dividend/bonus news meh ?

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