Posted by Abba84 > 2022-02-18 19:27 | Report Abuse

Dropped 9cts.scarry?

Posted by Johnzhang > 2022-02-18 19:35 | Report Abuse

Don’t forget It went up about 49sen yesterday. I am in fact very happy that it only pullback a little.
We have to be realistic that CPO price and share price will not just go higher every day . In any stock market rally, there are always many intermittent corrections along the way .
The plantation rally is very well intact .

Posted by Diamond7 > 2022-02-19 07:30 | Report Abuse

Yes
All stocks cannot go up continuously
Up down up down
Be patient...

Posted by Powerplay666 > 2022-02-19 09:02 | Report Abuse

Good chance to top up..

Posted by Abba84 > 2022-02-19 12:10 | Report Abuse

Geopolitical tensions building up between Russians n Ukraine : how much it affects plantation prices?

Posted by titan3322 > 2022-02-19 14:37 | Report Abuse

Abba84 there are few possibilities but it is likely that Palm oil price will increase further. This is why - When the tention escalate there will be some disruption to crude oil supply causing crude oil to increase in price bcoz Russia is a major crude oil suppler . It is a known fact that crude oil and CPO price runs in parallel maybe bcoz palm oil could also be used in producing biodesel

Posted by Sales > 2022-02-19 18:10 | Report Abuse

Hold Taann you can sleep well. Huat ah!!!

Posted by Abba84 > 2022-02-19 18:52 | Report Abuse

Yes.can sleep well after 20cts dividend announcement.!

Posted by Johnzhang > 2022-02-19 21:05 | Report Abuse

CNA news on Russia -Ukraine conflict:
Any interruption to the flow of grain out of the Black Sea region is likely to have a major impact on prices and further fuel food inflation at a time when affordability is a major concern across the globe following the economic damage caused by the COVID-19 pandemic.

Four major exporters - Ukraine, Russia, Kazakhstan and Romania - ship grain from ports in the Black Sea which could face disruptions from any military action or sanctions.

Ukraine is projected to be the world's third largest exporter of corn in the 2021/22 season and fourth largest exporter of wheat, according to International Grains Council data. Russia is the world's top wheat exporter.

Posted by Abba84 > 2022-02-19 22:07 | Report Abuse

The world cannot afford to have another war when a third of population ar starvings.Hope Putin understand will do more t defuse tensions to avoid war.

Posted by Pinky > 2022-02-19 22:32 | Report Abuse

Hahahahaha don't make me laugh

Rupanya we have Western/American story buyers here

If I take a table and put at right in front of your home and every night drink beer there and have a few hamsap looking drunk men staring at your beautiful wife, how will u react?

NATO is irrelevant after the USSR is gone. And now they wanna expand eastward??? Putin is 100% right to assert Russia's rights

Posted by Unfair > 2022-02-20 07:28 | Report Abuse

4.68 still cheap? Why not Sarawak Plantation cheaper?

Posted by casanwk > 2022-02-20 11:15 | Report Abuse

To Jpm pro chartist price 468 is travelling at fourth gear. Is there a fifth gear to move up?
As for swk plantation is still at first gear...
Which one u prefer....?

Posted by Yau Yh > 2022-02-20 11:25 | Report Abuse

In times of inflation, or rather hyperinflation (caused by money printing of many countries without equivalent increases in real goods output), resources that are limited will be repriced simply because more money is chasing for the same limited resources. Unless production is increased, prices will simply go up.
One resource (and value) in plantation companies that is often overlooked is the value of the land on their balance sheet.
I'm not too sure of the actual numbers, but from SOP website, SOP has 122,000 hectares of which 88,000 hectares is planted with palm oil.
To put things into perspective, the total land area of Singapore is slightly more than 72,000 hectares.
With Sarawak charting a more aggressive infrastructure drive, thus opening up more remote areas to development (thus raising land prices in remote areas), AND the impending shift of Indonesia's capital to Kalimantan and the shifting of a population the size of Singapore to there, what would the increase in land prices be in the coming years?
Hopefully some learned analyst can provide some perspective on this and how the values will be unlocked into the P&L and Balance Sheet of companies like TAANN, SOP, TSH etc...
My 2 cents

Posted by Abba84 > 2022-02-20 11:36 | Report Abuse

Proton preve 7 grs,mx.8 geras for for bmw, Volkswagen etc.lst fridy.moved 7 gers,mx 4.85.2mrrw which gear?

Posted by enning22 > 2022-02-20 12:49 | Report Abuse

currently land revaluation is not the driving force behind plantation stocks price surge.it is abit far fetch for now.
it is the corporate earning that matter most for now. The record high cpo price---6000 /tonnes, would contribute to large profit earning for plantations with well planted ,matured trees ,well fertilized ,on large hectarage,

Posted by anonymous91 > 2022-02-20 13:15 |

Post removed.Why?

Posted by Johnzhang > 2022-02-20 13:30 | Report Abuse

@Unfair and Casanwk, Taann or Swkplant ?/ We can't judge from share price per se.
Taann estimated EPS 2021 is 75sen. Based on last traded price of $4.68, PE is 6.24x
Swkplt estimated EPS 2021 is 51sen. Based on last traded price of $2.98, PE is 5.84X
Technically, Swkplt is deemed slightly "cheaper".
But, that's not all how we value the stocks.
Dividend yield of Taann seem higher and Taann is more than double in FFB production. Theredore, Taann should command fair amount of share price premium.
Both are still very undervalued even with some price run up last 2 weeks.
I think the long term fair value for both should be 15- 20 times PE which has been the case in the past 10 years.
At 15x PE , Taann fetches $11.25 and Swkplt fetches $7.65
Just my view for sharing

Posted by enning22 > 2022-02-20 13:36 | Report Abuse

provided the cpo price can maintain at 6000 rm per metric tonnes, in world market.

Posted by Johnzhang > 2022-02-20 15:33 | Report Abuse

Enning22, If CPO sustain at $6,000 throughout 2022, earnings for many plantations may rise 50-80% of FY2021.

Posted by Pinky > 2022-02-20 16:33 | Report Abuse

Ta Ann got timber business too don't forget

Posted by calvintaneng > 2022-02-21 08:52 | Report Abuse

Happy morning all at Ta Ann

Taann = great peace

Taann = Tahan or can last long long time

Posted by titan3322 > 2022-02-21 11:00 | Report Abuse

Looks like people are switching from Taan to Swak plant but today I am doing the opposite I sold SPlant and bought back some Taan. Historically Taan has been paying better dividend hehe

Posted by titan3322 > 2022-02-21 11:05 | Report Abuse

Taan is also a major shareholder of Swak lor

Posted by newbie4444 > 2022-02-21 11:16 | Report Abuse

Sifus is Ta Ann 100% CPO? No other business? Other biz no(will not get) bad news?

Posted by Pinky > 2022-02-21 11:24 | Report Abuse

@newbie4444

Ta Ann got timber

They started out as timber counter la

Posted by titan3322 > 2022-02-21 11:35 | Report Abuse

Today CPO futures v strong wor

Posted by titan3322 > 2022-02-21 11:37 | Report Abuse

Timber price also v strong wor double happiness wor

Posted by titan3322 > 2022-02-21 14:03 | Report Abuse

The only downside for Taan is the production numbers wor

Posted by kevcha66 > 2022-02-21 14:59 | Report Abuse

dropped, aisay!

Posted by titan3322 > 2022-02-21 15:02 | Report Abuse

Ape sudah jadi dengan plantations bro hehe

Posted by Mabel > 2022-02-21 15:36 | Report Abuse

Why today drop?

Posted by calvintaneng > 2022-02-21 16:27 | Report Abuse

TAANN Or Tahan has turned green!

Posted by Johnzhang > 2022-02-21 16:27 | Report Abuse

Some pullback is very normal and is healthy after such huge gain in past 1-2 weeks .

Posted by kevcha66 > 2022-02-21 17:32 | Report Abuse

last minute up a bit as well as bplant.

Posted by huatallplant > 2022-02-22 12:05 | Report Abuse

gogogoogogogogo hahahahahahahahaah huat arrrrrrrrrrrrrrrrrrrr

Posted by Mabel > 2022-02-22 15:40 | Report Abuse

Haha nice...

Green and lovely..

Meow Meow Meow

Posted by Pinky > 2022-02-22 17:19 | Report Abuse

Market so gloomy also no fall. Good

Posted by Ananas > 2022-02-23 00:25 | Report Abuse

taann have double sword -timber and palm oil

Posted by Powerplay666 > 2022-02-23 07:02 | Report Abuse

Palm oil prices almost touching $6000. Hold your Taann tight!

Posted by Hafid > 2022-02-23 07:03 | Report Abuse

labour issue. high FFB price also could not makeup the loss in production and thus the earning directly.

Posted by Johnzhang > 2022-02-23 07:10 | Report Abuse

hahaha.....He doesn't even bother to find out the numbers before commenting.

---------------------------------------------------------------------
Posted by Hafid > Feb 23, 2022 7:03 AM | Report Abuse

labour issue. high FFB price also could not makeup the loss in production and thus the earning directly.

Posted by casanwk > 2022-02-23 10:42 | Report Abuse

Yesterday buy 471 & 472

Posted by casanwk > 2022-02-23 10:52 | Report Abuse

Approaching 580
Breakout point?

Posted by titan3322 > 2022-02-23 11:14 | Report Abuse

550 gua semua kasi lu

Posted by kelvin61 > 2022-02-23 11:20 | Report Abuse

Very well managed Company. Record profits and dividend expected for FY 2021. At current price, it is selling at single digit PE. Still has a long way to climb up the ladder, cheers.

Posted by casanwk > 2022-02-23 11:31 | Report Abuse

Qr will be out anytime
Earning will be fantastic!!!
That day price will gap
Ride on super rally.....
U never get second chance again!

Posted by casanwk > 2022-02-23 11:39 | Report Abuse

Next price target 5rm

Posted by troy88 > 2022-02-23 15:04 | Report Abuse

Steady!

Posted by gladiator > 2022-02-23 15:10 | Report Abuse

Taann got plywood. Look at Subur, Flbhd & Jtiasa or even Annum profit compare to previous quarter, Taann profit should be very very good.