TA ANN HOLDINGS BHD

KLSE (MYR): TAANN (5012)

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Last Price

4.04

Today's Change

+0.01 (0.25%)

Day's Change

4.02 - 4.07

Trading Volume

173,000

Entitlement

Upcoming

Happening

Ann. Date Ex Date Type Subject Amount
Discussions
4 people like this. Showing 50 of 5,163 comments

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Divergence is happening, Taann wanted to test support to correct oversold technical.

2024-03-14 17:13

KingKoil

Taann will be rally like CPO price

https://theedgemalaysia.com/node/705361

2024-03-21 08:36

diuleiloumei

wat happen so furious today

2024-03-29 12:19

enning22

INDONESIAN Government Advocates for Biodiesel Mandate Up to B-40 Level\
https://jakartaglobe.id/business/government-advocates-for-biodiesel-mandate-up-to-b40-level

2024-04-01 11:41

KingKoil

On the way to break for new high. Collect now or n3ver.

2024-04-01 20:11

DividendGuy67

I already collected at 3.26 average (excluding dividends). Nothing to do now but just sit tight and enjoy!

2024-04-01 22:38

Save

Let's watch if Taann can break out from 4.10. On cargo surveyors' data, shipments of Malaysian palm oil products for March seen rising between 20.5% and 29.2% compared to February, according to Intertek Testing Services and AmSpec Agri Malaysia. Palm oil future close@4392, 2nd day higher than 4320, let see if can sustain tomorrow. If flag pattern breakout confirmed, with roughly measurement of 1st leg (4300-3840=460), 2nd leg potential uptrend can be 4150+460=4610.

2024-04-02 22:01

Save

Finally Taann finished 4.10, turn support. Waiting breakout from 4.15, watching profit grow.....

2024-04-04 11:23

Save

FCPO: On cargo surveyors' data, shipments of Malaysian palm oil products for March likely jump between 11.77% and 29.2%, said Intertek Testing Services, AmSpec Agri, and SGS. Meanwhile, Reuters estimated stockpiles likely fall by 6.65% mom to an 8-month low of 1.79 million tons at the end of March.

2024-04-05 15:21

pushparaj

With the expected shortfall, CPO prices might go higher. Upstream player TAAN, would be a beneficiary. Price movement quite stable

2024-04-05 19:19

KingKoil

Rallies towards new high

2024-04-08 17:02

DividendGuy67

Yes, closed 4.29, +4.13%. Thanks to TAANN and 22 other green stocks to offset 12 red stocks, my portfolio made new all time high again today. Thank-you Mr Market!

2024-04-08 23:18

Johnzhang

Waiting for it to break $5/-

2024-04-10 06:59

serbatipu

Iran already started the show. Would the rusia Ukraine history repeated again ?

2024-04-14 09:03

stockraider

Good div coming loh!

2024-04-14 11:01

Save

Malaysia palm oil stock level fell 10%............
Malaysian palm oil futures were below MYR 4,280 per tonne, falling for the second session after hitting MYT 4,360 last week due to weakness in rival edible oil on the Chicago Board and a fall in palm olein on the Dalian. A drop in crude oil prices also weighed sentiment, as bets grew that the ongoing Middle East conflict would be contained. Traders were also cautious as the Eid al-Fitr festive buying nears its end. At the same time, they anticipated crucial economic data from key buyer China, including Q1 GDP figures and March industrial output and retail sales. Limiting the downside momentum was fresh data from the industry regulator showing Malaysia's palm oil stocks at the end of March fell 10.68% mom to an 8-month low of 1.71 million metric tons. Crude palm oil production gained 10.57%, while palm oil exports climbed 28.61%. On cargo surveyor data, shipments of Malaysian palm oil products for April 1-15 rose about 9.0% from the same period in March, Intertek Testing Services said.

2024-04-15 14:30

calvintaneng

MKHOP IPO AT 62 SEN VERSUS BPLANT, HS PLANT, THPLANT, RSAWIT, JAYA TIASA, TAANN & TSH RESOURCES: COMPARE & CONTRAST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-23-story-h-182939331-MKHOP_IPO_AT_62_SEN_VERSUS_BPLANT_HS_PLANT_THPLANT_RSAWIT_JAYA_TIASA_TA

2024-04-23 06:31

Golf123

Good dividend share

2024-04-26 02:16

Olivia0876y

nice

2024-04-26 02:49

whkwoon

Drop so much ? Why

2024-05-06 12:18

Golf123

Wait for month end result.

2024-05-14 18:09

Johnzhang

1st interim dividend 15sen (last year 10sen)
Final/2nd dividend 20 Sen (last year 15 sen)
I believe total dividend FY24 shall be 35sen.
This give rise to 9% DY! It’s hard to find this elsewhere.

2024-05-27 19:21

Johnzhang

Q1 results: oil palm segment performed very well .Timber segment is a drag due to poor margins caused by weakened JPY .

Oil palm’s PBT +33% yoy
Timber’s PBT -70% yoy
Overall NPAT is +10% yoy.
Better qtrs ahead when FFB production peaking .

2024-05-28 06:56

CAWALLUK

Encouraging results … actually , I was expecting a 10 Sen dividend so 15 is a nice surprise. This share is still cheap considering a couple of years ago it went as high as 6.15 - I’ll use the div to buy more.

2024-05-28 07:32

Johnzhang

CPO is over $4,000 again ! Without extraordinary losses, predominantly upstream plantation should do very well this year .
I am back to plantation in a big way …

2024-05-29 16:54

Johnzhang

Malaysia 1-31 May vs 1-30 Apr palm oil export (in mt):

*AmSpec: 1,404,719 vs 1,144,100 (+260,619 or up 22.78%)*

ITS: 1,481,916 vs 1,213,525 (+268,391 or up 22.12%)

2024-06-01 06:53

Dehcomic01

Ta Ann is a Bursa Malaysia timber cum plantation company. Since Oct last year, its price had gone from about RM 3.30 per share to as high as RM 4.30 per share. Today it is down to RM 3.80 per share. Does this represent an investment opportunity?

I would consider Ta Ann a wonderful company in the Buffett sense. There were topline and bottom-line growths. It had diversified into the plantation sector delivered a big part of the growth.

The are signs of improving operating efficiencies as exemplified by the gross profitability, asset turnover, and leverage. It is financially sound and had been able to create shareholders’ value.
https://i.postimg.cc/L4zhzgkD/Chart-6.png
My valuation as shown in the Chart shows that there is more than 30% margin of safety. Surely Ta Ann cannot be a value trap.
https://www.youtube.com/watch?v=q5J2ZJkqKHw

2024-06-30 16:22

Golf123

It’s a value buy

2024-07-05 05:48

calvintaneng

TAANN (GREAT PEACE & SAFETY)

TRUMP IN POWER: TECH IN TROUBLE (A Prudent Person Foresees Danger & Hide himself, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-31-story-h-155265511-TRUMP_IN_POWER_TECH_IN_TROUBLE_A_Prudent_Person_Foresees_Danger_Hide_hi

2 months ago

calvintaneng

RISE OF DIESEL PRICE BY 52% CAUSED PROPERTY, CONSTRUCTION AND OTHERS CUT INTO THEIR PROFITS, BETTER BUY EAST MALAYSIA OIL PALM STOCKS DUE TO NO DIESEL PRICE SPIKE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-16-story-h-154165970-RISE_OF_DIESEL_PRICE_BY_52_CAUSED_PROPERTY_CONSTRUCTION_AND_OTHERS_CUT_


TAANN WILL BENEFIT

1 month ago

calvintaneng

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

1 month ago

Pinky

Timber segment turned into loss !

1 month ago

Intelligentinvest13

Taann’s main business is from oil palm which has recovered

1 month ago

Johnzhang

Net profit for the three months ended June 30, 2024 (2QFY2024) was RM48.71 million or 11.06 sen per share, compared to RM42.98 million or 9.76 sen per share in the same period a year earlier.

1 month ago

Johnzhang

With drier weather conditions since July, Ta Ann Holdings reported significant improvements in its timber sector, with increased production volumes of logs and plywood.
However, the group anticipates that timber product prices will continue to yield only modest profit margins.
The group’s palm oil production is on an uptrend coming into the second half of the year, with the fresh fruit bunch production cycle reaching its peak.
“With anticipation of tight supplies of vegetable crops due to dry weather in the Black Sea region as well as higher consumption of biofuels in diesel in Indonesia, crude palm oil price is expected to hover only at current level in the second half of the year,” the group said.

1 month ago

Johnzhang

👆That means management expect significantly higher profit for 3rd qtr.

1 month ago

Johnzhang

Public Investment maintained an “outperform” call with a revised target price of RM4.88 on Ta Ann

CGS International maintained an “add” rating with an unchanged target price of RM5.50, highlighting Ta Ann’s strong balance sheet and attractive dividend yields.

CIMB Securities maintained its “buy” call on Ta Ann with an unchanged target price of RM4.60, citing the stock’s attractive 6%-8% dividend yield.

All three research houses remain positive on Ta Ann’s long-term prospects, driven by strong performance in the plantation segment and potential recovery in timber production starting from July.
They also like the stock’s attractive dividend yield and potential for unlocking value. They also noted the higher payout ratio as another key positive factor.

1 month ago

Golf123

Another dividend due in second half

1 month ago

DividendGuy67

TAANN has been good and I think is still a very decent business on the verge of breakout.
However, I am committed to divesting 40% of my local Bursa position from now till FYE 2025.
It's a tough choice, but thank-you TAANN!

https://klse.i3investor.com/web/blog/detail/DividendGuy67/2024-10-02-story-h470196663-TAANN_Thank_you_for_26_per_annum_returns.

1 week ago

mf

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1 week ago

speakup

ni mf mau beli murah that why scaring ppl sell cheap to him

1 week ago

speakup

DJ & Nasdaq up. mana tu mf?

1 week ago

StarOfTheBull

DJ & Nasdaq no have down so mf no have come. 🤣

1 week ago

Nepo

omg what is happening? All birds flock into TAann..

1 week ago

Golf123

Touch 4.30 on high volume today

1 week ago

pushparaj

Probably good dividend. Cpo price is moving north, due to the monsoon and rain

1 week ago

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