TA ANN HOLDINGS BHD
KLSE (MYR): TAANN (5012)
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4.59
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IPO Info
File Name: Ta Ann Prospec Pt 1.pdf Download
Discussions
4 people like this. Showing 50 of 5,184 comments
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
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
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
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
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
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
2024-07-31 00:58
GREAT PEACE HERE
UNDERSTANDING DIFFERENT FORMS OF VALUE IN VALUE INVESTING, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-03-story-h-155170407-UNDERSTANDING_DIFFERENT_FORMS_OF_VALUE_IN_VALUE_INVESTING_Calvin_Tan
2024-08-03 00:32
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
2 months ago
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)
2 months ago
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.
2 months ago
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.
2 months ago
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.
2 months ago
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 month ago
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1 month ago
Probably good dividend. Cpo price is moving north, due to the monsoon and rain
1 month ago
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3 weeks ago
Posted by mf > Oct 21, 2024 11:22 PM | Report Abuse
Dow Jones
Dow Jones Industrial Average
42,950.39
-325.52
？
MF = AKA (Bernie) Madoff Funds
3 weeks ago
Decoding the windfall profit levy conundrum in the palm oil industry
https://theedgemalaysia.com/node/728564
2 weeks ago
Indonesia to implement B40 palm oil biodiesel on Jan 1, 2025, official says
JAKARTA: Indonesia plans to implement biodiesel containing a mandatory 40% blend of palm oil-based fuel from Jan. 1 next year, senior energy ministry official Eniya Listiani Dewi said on Thursday.
Indonesia currently has a 35% mandatory blend for palm oil-based biodiesel, known as B35.
The government had previously flagged a plan to increase the biodiesel blend to 40% next year, without specifying a start date.
"There is no issue in terms of supply volume and other aspects, so we are ready for a mandatory (implementation)," Eniya told Reuters.
When implemented, the B40 mandate could increase biodiesel consumption to up to 16 million kilolitres (KL) next year from a forecast of 13 million KL this year, the energy ministry has estimated. - Reuters
2 weeks ago
棕榈油创新高原因，主要是受主产区产量下滑，以及两大主产国的政策调整支撑，这其中印尼重申2025年1月开始执行B40政策，以及马来西亚11月将开始调整棕榈油关税等措施，这些因素对棕榈油价格走势影响比较深远。
2 weeks ago
Can some kind soul translate enning22 comments into English, could be interesting.
1 week ago
油世界预计2024/25年度全球植物油供需紧张，价格看涨
"industrial magazine ,Oil World ,expects a tight global supply-demand balance for vegetable oils in the 2024/25
season, with prices likely to rise."
马来西亚棕榈油出口关税将从近期的8%提升至10%，关税的提高将进一步增加入口国棕榈油的进口成本
"Malaysia's palm oil export tax will increase from the recent rate of 8% to 10%. This tax hike will further raise the import costs of palm oil for importing countries."
please use CHATGPT to do any translation, very accurate
1 week ago
great changes in one day, palmoil price move up nearly 170 ringgit in a day.near by delivery month to 4900 rm, a ton.
1 week ago
Enning, present Indonesia stock is 2.5 million tons. 2025 from B35 to B40 will use up 3m tonnes. With no increase in production, end 2025 stocks will be zero! Is this the main reason cpo prices shooting through the roof?
1 week ago
Oil World ,expects a tight global supply-demand balance. in particular , other oils ,like sunflower oil ,rapeseed oil also low in supply.
--end 2025 stocks will not be zero! . with high price in place ,demand will switch to other oil , like soyabean oil .
1 week ago
Thanks enning22, your analysis succinct.
Yes cpo will do well.
Just pick the well managed companies.
1 week ago
目前，大安的原 棕油 油生产成本目前降至每吨1900至2000令吉，相比年初有所回落，主要归因于化肥价格的下降，以及原棕油产量增加。
Wah! Lucrative profit！
2 days ago
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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