Posted by ahbah > 2022-02-08 09:42 | Report Abuse

A low hanging fruit, all can reach out to it.

Posted by titan3322 > 2022-02-08 10:04 | Report Abuse

Kuat manipulation hehe

Posted by ahbah > 2022-02-08 10:11 | Report Abuse

The manipulation is good for us. We all make moni from it !!!

Posted by Johnzhang > 2022-02-08 10:52 | Report Abuse

@titan3322, If i am not wrong, PublicInvest issue TP $4.41 in Nov 2021 and it is based on assumption the FY2022 CPO price is $3,300.
CPO spot price for Jan 22 is averaging $5,354.
FCPO average Feb to Dec 22 is averaging $5,189 as at 7/2/2022.
Do you see the difference ?
Moreover, the IBs see ESG as seeing ghost.
No matter how ESG politics is play, plantations are laughing to the bank and that is what matters.

Posted by titan3322 > 2022-02-08 14:45 | Report Abuse

Johnzhang as much as I would hope the TP of 7.50 could be reached even it take 2 yrs coz I also have a sizeable amount but the reality is it will probably won't I just added some yesterday thinking this time is for real but only to eat humble pie again today

Posted by titan3322 > 2022-02-08 15:12 | Report Abuse

Itu operator main2 dengan 3.72 nanti gang saya sapu semua baru dia tau hehe

Posted by PlantBull > 2022-02-08 15:31 | Report Abuse

@titan cepat ask your gang sapu pls...

Posted by casanwk > 2022-02-08 16:10 | Report Abuse

Topup 375

Posted by Pinky > 2022-02-08 16:28 | Report Abuse

sell sell sell

then 4:50PM recover again hehehe

Posted by calvintaneng > 2022-02-08 19:39 |

Post removed.Why?

Posted by Pinky > 2022-02-08 19:55 | Report Abuse

Hahaha here comes Calvin

Posted by titan3322 > 2022-02-08 22:22 | Report Abuse

TSH ? I tot it will be impacted by the new Indonesian ruling Taan is still the better bet lor

Posted by calvintaneng > 2022-02-08 23:55 |

Post removed.Why?

Posted by casanwk > 2022-02-09 09:16 | Report Abuse

First price target 383
Second target 420

Posted by Pinky > 2022-02-09 09:20 | Report Abuse

At April 2016 before bonus issue I sold some at RM5.07

Can TA ANN return to that level? Fingers crossed!

Posted by casanwk > 2022-02-09 09:29 | Report Abuse

It can reach rm6
(Fractal pattern)

Posted by titan3322 > 2022-02-09 09:44 | Report Abuse

RM 5 saya sailang lor sudah banyak kenyang mah

Posted by Pinky > 2022-02-09 09:46 | Report Abuse

@titan3322 sailang now lo tunggu apa lagi hahaha

Posted by ahbah > 2022-02-09 09:46 | Report Abuse

The whole mkt now on SOLID BULL RUN !!!

Just close eye n wallop any stocks U like !

Posted by titan3322 > 2022-02-09 09:53 | Report Abuse

TSH hardly move bro

Posted by titan3322 > 2022-02-09 09:57 | Report Abuse

Pinky if today can reach RM4 I surely sailang one can always buy back when the IBs try to press down

Posted by titan3322 > 2022-02-09 10:10 | Report Abuse

I lower my target for today 3.96 also sailang

Posted by titan3322 > 2022-02-09 10:17 | Report Abuse

ahbah TH plant in the red bro and SOP also hardly move if fantastic surely buyers rush to buy mah

Posted by titan3322 > 2022-02-09 10:19 | Report Abuse

Only Taan looks good but if no dividend declared after reporting good result will lousai also

Posted by Johnzhang > 2022-02-09 10:23 | Report Abuse

@pinky, Logically it should surpass your $5.07 sold in April 2016 when the Malaysian stock market sentiment improve.
Here is why :
In FY2016, CPO price start from about $2,180 in Jan and gradually increased to about $3,240 in Dec . In FY2016 Taann's EPS was 28.24 sen and paid 10 sen total dividend.

In 2021/2022, CPO reached over %5,000. Estimated EPS is 75 sens for FY2021 and higher for FY2022. . 40 sen interim dividend paid FY2021 and expecting final dividend.

Posted by ahbah > 2022-02-09 10:40 | Report Abuse

TH plant .... I oredi sapu non stop !!!

Posted by ahbah > 2022-02-09 10:44 | Report Abuse

Mr John's analysis is always outstanding, highest quality !!!

Posted by titan3322 > 2022-02-09 10:53 | Report Abuse

Just give you some hints there were more than 200K units changed hand at 3.72 yesterday. If the stocks bought do not belong to the same syndicate there is a very high chance that the persons who bought it will take profit anything more than 3.83 imagine the amount earned in just one day but if the purchase is done by own people that may be a different story. I tot I was trapped when I went in at 3.76 3 78 luckily today it bounced back to 3 86 hehe

Posted by Pinky > 2022-02-09 10:57 | Report Abuse

Let me share my own analysis

TA ANN vs UTD PLT

Ta Ann market capitalisation i.e. market value is 1/3 of UTD PLT

Yet their production volume and revenue almost same

Go figure which is the better value

THat's why yesterday I decided to trim my UTD PLD holdings and shifted to TA ANN

Posted by calvintaneng > 2022-02-09 12:29 | Report Abuse

Correct

Uplant earnings nothing to shout about
People assign very high price for Uplant above Rm14.00 all because Uplant able to give consistently high dividends in good or bad times

So if Taann after years of paring down debts can start giving high and consistent dividends like Uplant then Taann should rise to at least 1/2 the price of Uplant at Rm7.00

My target price for Taann at only Rm6.00 by December 2022 is actually quite conservative

Posted by casanwk > 2022-02-09 12:34 | Report Abuse

Perfect storm for breakout?
Topup opportunity?
Mkt up 15 pt
P index 49 pt up
Fcpo 49 pt up

Posted by Pinky > 2022-02-09 12:50 | Report Abuse

But for the sake of spreading risk I still maintain some holding of UTDPLT la. Now my plantation-related holding is

PPB 1.5 : taann 1 : UTDPLT 1

Posted by Johnzhang > 2022-02-09 12:59 | Report Abuse

I think the small and midsize well managed plantations companies offers much better capital appreciation than the heavy /big guys. The only big plantations counter I own is Simeplant which I see was too unreasonably cheap .
I am in MHC, Cepat , SOP, SWkpltn, TaAnn. Bplant and THplant.

Posted by Pinky > 2022-02-09 13:10 | Report Abuse

Yea

My PPB holding in the red for many months already hahaha

But I'm loyal to this stock, keep as retirement saving hahaha

Posted by ahbah > 2022-02-09 13:17 | Report Abuse

Korrect, PPB is a layer bird, shall mani eggs for mani, mani yrs to come !

Posted by ahbah > 2022-02-09 13:19 | Report Abuse

Korrection, please.

Korrect, PPB is a layer bird, shall lay mani eggs for mani, mani yrs to come !

Posted by titan3322 > 2022-02-09 14:44 | Report Abuse

@casanwk CPO futures are mostly downn today

Posted by casanwk > 2022-02-09 15:12 | Report Abuse

Feb22 contract

Posted by ahbah > 2022-02-09 16:14 | Report Abuse

Please post the link here, CPO futures are mostly down today. Thanks.

Posted by casanwk > 2022-02-09 16:28 | Report Abuse

Using tradingview to view fcpo.

Posted by ahbah > 2022-02-09 16:32 | Report Abuse

Post the link here, please. Thanks.

Posted by casanwk > 2022-02-09 16:38 | Report Abuse

https://www.tradingview.com/chart/M3M33TiJ/

Posted by ahbah > 2022-02-09 16:42 | Report Abuse

Thanks.

Posted by Johnzhang > 2022-02-09 16:59 | Report Abuse

You can go to Bursa website under derivatives to check fcpo prices too. As at 4.50 pm , all the future months upto Nov 2022 are green.

Posted by ahbah > 2022-02-09 17:01 | Report Abuse

I am sure our Mr John writes truthfully. Thank You.

Posted by ahbah > 2022-02-09 17:02 | Report Abuse

titan, please show U also write truthfully.

Posted by Johnzhang > 2022-02-09 18:32 | Report Abuse

JAKARTA (Feb 9): Indonesia, the world's top palm oil maker, had expanded its export permit requirement for palm oil products to include other derivatives, a Trade Ministry regulation reviewed by Reuters on Wednesday (Feb 9) showed.

The new rules takes effect on Feb 15, according to the regulation signed on Tuesday, and apply to products such as margarine and kernel oils. The permit requirement was previously only set for exports of crude palm oil (CPO), olein, used cooking oil and residue.

Indonesia moved to restrict exports of palm oil to try to cool down soaring prices of cooking oil at home, which had sent global prices on a rally.

Late in January, it imposed a so-called Domestic Market Obligation (DMO), where exporters must sell 20% of their planned exports at home and with a price cap to ensure lower retail prices.

Under the new regulation, to secure export approvals for all palm products, companies must show proof of their domestic sales of CPO and/or refined, bleached and deodorised palm olein in accordance with the DMO requirements.

Posted by Johnzhang > 2022-02-09 18:33 | Report Abuse

Ini kali Indonesia bukan main main oh…

Posted by Johnzhang > 2022-02-09 19:10 | Report Abuse

As a result of this news FCPO Feb contract surged $198 , March contract surged $170 this evening

Posted by Johnzhang > 2022-02-10 05:07 | Report Abuse

KUALA LUMPUR (Feb 9): The crude palm oil (CPO) futures contract on Bursa Malaysia Derivatives snapped two straight days of losses to close higher on Wednesday, lifted by a news report that Indonesia, the biggest supplier, is expanding its palm oil export curbs to include all palm oil products.

Palm oil trader David Ng said the news would lift sentiment and push demand for Malaysian CPO.

At the close, the CPO futures contract for February soared RM199 to RM5,765 a tonne, March 2022 increased RM168 to RM5,704 a tonne, April 2022 gained RM145 to RM5,594 a tonne,

The physical CPO price for February rose RM100 to RM5,820 a tonne.