Highlights
KLSE: TAANN (5012)       TA ANN HOLDINGS BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
2.88   -0.01 (0.35%)  2.86 - 2.90  105,100
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Overview

Market Cap: 1,281 Million
NOSH: 445 Million
Avg Volume (4 weeks):318,177
4 Weeks Range:2.81 - 3.00
4 Weeks Price Volatility (%):
36.84%
52 Weeks Range:2.33 - 3.39
52 Weeks Price Volatility (%):
51.89%
Average Price Target: 3.38
Price Target Upside/Downside: +0.50
Stamp duty exempted for year 2021

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2021 [#1]  |  25-May-2021
Next QR | Est. Ann. Date: 30-Jun-2021  |  28-Aug-2021
T4Q P/E | EY: 16.89  |  5.92%
T4Q DY | Payout %: 5.16%  |  87.14%
T4Q NAPS | P/NAPS: 3.259  |  0.88
T4Q NP Margin | ROE: 8.66%  |  5.23%

Headlines

Date Subject
27-May-2021 Ta Ann Holdings - Above Expectations
27-May-2021 Mplus Market Pulse - 27 May 2021
27-May-2021 Ta Ann Holdings - Riding on Stronger CPO Prices
19-May-2021 下半年產量增需求降 棕油超级周期恐难持续
18-May-2021 PublicInvest Research Headlines - 18 May 2021
18-May-2021 Mplus Market Pulse - 18 May 2021
23-Mar-2021 【行家论股/视频】大安 木材业成本拖累财测
23-Mar-2021 Ta Ann - 2020 Dragged Down by Loss-making Timber Division
23-Mar-2021 Ta Ann Holdings - Dragged by Asset Impairments
23-Mar-2021 PublicInvest Research Headlines - 23 Mar 2021
23-Mar-2021 Ta Ann Holdings - Dragged By Timber
26-Feb-2021 Trading Stocks - Ta Ann
25-Feb-2021 Stocks on Radar - Ta Ann Holdings (5012)
11-Feb-2021 Plantations - Inventory Recovers as Exports Plunge
11-Jan-2021 Plantation - POTS Digital 2021 Takeaways
01-Jan-2021 【行家论股/视频】大安 全年盈利料增69.7%
23-Dec-2020 Ta Ann - Hoping for better production in 2021
11-Dec-2020 Plantation - Tight Inventory as We Enter Monsoon Season
07-Dec-2020 Sector Update - Plantation (NEUTRAL, maintain) - Prices Likely to Stay Supported Going Into 1H21
07-Dec-2020 Plantations - Drastic Export Levy Hike in Indonesia

Business Background

Ta Ann Holdings Bhd is an investment holding company in Malaysia. The primary activities of the company include timber concession and harvesting, logs trading, sawmilling, forest plantation, forestry research and development, oil palm plantation, and crude palm oil mill. The company is organized into five divisions: Logging, Plywood, Sawmilling, Oil Palm, and Reforestation of which Oil Palm division contributes the majority of total revenue. Its geographic segments consist of Malaysia, Japan, India and other countries.
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  2 people like this.
 
Mabel Another new record closing for May 2021 FCPO future at RM4,620 from yesterday record of RM4,600...up another RM20.00

What a powerful up trending bull!

Beow Beow Beow!!!
04/05/2021 11:14 PM
alibiii 4850
07/05/2021 11:17 AM
Pinky EPF sell, you grab lo XD
07/05/2021 2:05 PM
brian3381 Breakout soon
09/05/2021 11:07 AM
stockraider 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!

Then why promote Wtk leh ??
1. The owner , directors and insiders already accumulating quietly without fanfare mah!
2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah!
3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh!
4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah!
5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!

Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!

Posted by pjseow > May 8, 2021 6:08 PM | Report Abuse

Calvin and Ahbah , Investment timing is very important and be at least medium and long term horizon . Dont buy at the peak . Gloves stocks had came down 50 to 60 % from the peaks in August last year . I did not promote glove counters then because the earnings were still not proven , PE were high . Glove stock prices peak before its ASP peak . There was a 9 months to a year lead of the share prices over its ASPs . Glove stocks had finally PROVEN to deliver fantastic results in the last 3 qtrs after August 2020 while their prices came down 50 % . THeir PE are less than 5 while they will continue to deliver superb results in the next few years with double and tripling of capacities . The palm oil price cannot keep going up forever since it started picking up 2 years ago in 2019 .Likewise , the oil palm counters will peak soon or already peak now before its palm oil ASP peak which may happen in 3 to 6 months time or even earlier . When palm oils ASP came down finally , do the plantation counters have doubling of capacities to compensate for the drop in ASPs ?
09/05/2021 11:09 AM
Up_down TAAn earnings was dragged by one off impairment and written off PPE in timber division in last quarter. Lumber price hike is the game changer besides CPO bull.
10/05/2021 2:46 PM
Lanmum Wah. Sifu Up_down also here ....
10/05/2021 3:07 PM
Up_down Hot money is gradually moving out from Technology sector....and pumping plantation sector.
10/05/2021 5:54 PM
Up_down Timber division suffered 32.7 million losses before taking into account Written Off PPE and impairment 35 million in 4th Qtr 2020. Huge operating losses of 32.7 million could be due to written down of inventories to NRV in Timber division as Inventory showed a staggered reduction of 42 million in comparing with immediate preceding quarter.
10/05/2021 8:13 PM
Up_down In summary, Palm Oil division posted PBT 56.7 million (excluding Biological Assets revaluation) whereas Timber division reported loss before Tax 67.7 million in 4th Qtr 2020. Surprisingly, positive cash generated from the operation showed 79 million in 4th Qtr alone.
10/05/2021 9:03 PM
Johnzhang Surveyor ITS revealed that export volume for May 1-10 is 30% higher than same period of last month. Export demand remain very strong
10/05/2021 10:39 PM
Up_down TAAn's segmental profitability for the past 12 months.

Palm Oil division PBT (excluding revaluation of Biological Assets)
31 Dec 20 - 56.7m
30 Sep 20 - 71.9m
30 Jun 20 - 27.7m
31 Mar 20 - 12.3m

Timber division
31 Dec 20 - 67.7m (loss)
30 Sep 20 - 3.0m (loss)
30 Jun 20 - 7.4m (loss)
31 Mar 20 - 7.7m (profit)
10/05/2021 10:40 PM
Up_down WTK's segmental performance for the past 12 months.

Palm Oil division LOSSES (excluding revaluation of Biological Assets)
31 Dec 20 - 11.1m
30 Sep 20 - 45.6m (included impairment PPE 22.2m)
30 Jun 20 - 3.2m
31 Mar 20 - 3.8m

Timber division LOSSES
31 Dec 20 - 7.9m
30 Sep 20 - 112.2m (included impairment PPE 59.8m)
30 Jun 20 - 13.9m
31 Mar 20 - 17.8m
10/05/2021 11:09 PM
Lanmum Nice sharing uptown sifu. Thanks
11/05/2021 9:58 AM
calvintaneng TA ANN - TAIKO OF LUMBER AND PALM OIL

TOP HOLDER OF SARAWAK PLANT

NO NEED BUY SARAWAK PLANT IF YOU GOT TA ANN ENOUGH

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-11-story-h1565028572-FCPO_FOR_MAY_2021_NOW_IS_RM4_880_TIME_WHEN_ALL_GOES_DOWN_PALM_OIL_UP_SO.jsp
11/05/2021 3:25 PM
calvintaneng TA ANN OR IN CHINESE

TA - MEANS BIG OR GREAT

ANN - MEANS SAFETY OR PEACE

SO TA ANN = GREAT PEACE

INDEED - A WELL MANAGED COMPANY WITH CLEAN BALANCE SHEET

TA ANN TOP HOLDER OF SARAWAK PLANT

LARGE LUMBER & PALM OIL ACREAGE

THE TAIKO OF LUMBER

WILL BENEFIT FROM LUMBER SUPERBULL

TWO POWERFUL FACTORS WHY PALM OIL BULL RUN CAN LAST MUCH LONGER THIS ROUND, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-11-story-h1565030522-TWO_POWERFUL_FACTORS_WHY_PALM_OIL_BULL_RUN_CAN_LAST_MUCH_LONGER_THIS_RO.jsp
11/05/2021 11:21 PM
Pinky @Letsfly TAANN = "Big Peace" la

U buy this stock, you can hold in peace :D
12/05/2021 9:27 AM
Up_down By looking at the CPO production for the past 6 years, it is obviously the decreasing trend was formed in 2020. The downtrend remains for first quarter 2021 with a reduction of 2% on the back of production quantity 14.55 million ton.

CPO production (Indonesia & Malaysia)

2020 - 70.8 million ton (-1.3%)
2019 - 71.7 million ton (+7.1%)
2018 - 66.9 million ton (+7.0%)
2017 - 62.5 million ton (+13.1%)
2016 - 55.3 million ton (+7.6%)
2015 - 51.4 million ton (+4.6%)
12/05/2021 11:16 AM
titan3322 Now Swak plantation 2.76 Taan 2.94 common sense will tell you to sell swak plant and buy Taan is very obvious swak plant was goreng up hehe
17/05/2021 10:31 AM
calvintaneng TAANN IS A PAR EXCELLENCE COMPANY

ANY SELL DOWN BELOW RM3.00 IS A BARGAIN

A LOOK AT 4 LUMBER STOCKS WITH OWN TIMBER & FOREST CONCESSION LANDS PLUS ONE PLYWOOD COMPANY, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-17-story-h1565092026-A_LOOK_AT_4_LUMBER_STOCKS_WITH_OWN_TIMBER_FOREST_CONCESSION_LANDS_PLUS_.jsp
17/05/2021 12:02 PM
Lanmum PublicInvest Research Headlines - 18 May 2021
Date: 18/05/2021

Source : PUBLIC BANK
Stock : TAANN Price Target : 3.66 | Price Call : BUY
Last Price : 2.95 | Upside/Downside : +0.71 (24.07%)
18/05/2021 9:06 PM
Lanmum Ta Ann (Outperform, TP: RM3.66): Expects log prices to hold amid tight supply . Ta Ann said the tight supply of natural logs is likely to uphold export log prices, while Japan's plan to improve infrastructure will help sustain the group's plywood exports, according to its executive chairman Datuk Amar Abdul Hamed Sepawi. He said the group remains cautiously optimistic about the performance of its timber division this year despite the various challenges in the industry. Turning to palm oil, he said the outlook for FY21 looks favourable compared with the average prices of FY19 and FY20, supported by growing demand from India and China in view of a gradual economic recovery and rise in edible oil consumption. (The Edge)
18/05/2021 9:09 PM
Up_down TAAn and Swkplnt will be benefited more from the commodity ride since the companies don't have the policy to hedge their sales or the palm oil is sold at spot prices. Furthermore, they don't have any plantation landbank in Indonesia.
19/05/2021 8:18 PM
Up_down https://klse.i3investor.com/blogs/PublicInvest/2021-05-19-story-h1565126530-Plantations_A_Super_Cycle_Coming_to_the_End_Soon.jsp
19/05/2021 8:23 PM
calvintaneng FANTASTIC RESULTS FOR KLK, BATU KAWAN & TSH ALL REPORTED FANTASTIC RESULTS ONE BY ONE

TAANN WILL FOLLOW LATER

FANTASTIC TIME TO BUY WHILE CHEAP!!!
19/05/2021 11:15 PM
Winklse188 Tsh results is poor
19/05/2021 11:51 PM
titan3322 Yes TSH results are actually below expectation
20/05/2021 7:50 AM
brian3381 Taann i think beter result. C anuum from timber oso good
20/05/2021 7:53 AM
Johnzhang Almost all CPO revenue of TSH is in Indonesia and hit by the higher tax structure and forex losses,
TaaAnn plantations are al in Malaysia and realizable CPO price can be $800-900 pmt higher.
So, they are different.
TaAnn will also enjoy the benefiof strong results from swkpltn.
21/05/2021 6:22 AM
Toppick2019 https://klse.i3investor.com/m/blog/Momentum/2021-05-23-story-h1565207470-3_major_beneficiaries_of_high_CPO_price.jsp
23/05/2021 9:14 PM
calvintaneng NO NEED BUY SWPKPLANT

TA ANN PEOPLE SAID THEY BOUGHT SWKPLANT IN YEAR 2018

TA ANN GOT TWIN BOOSTER IN HIGH CPO & HIGH LUMBER PRICE

JUST BUY TA ANN BEST
23/05/2021 10:28 PM
Pinky Woohoo!!!
25/05/2021 5:29 PM
brian3381 Good result
25/05/2021 5:46 PM
Lanmum Taann financial result not bad ...
25/05/2021 5:46 PM
titan3322 Hope EPF will stop disposing !
25/05/2021 9:23 PM
Mabel Minyak masak sawit sangat berkualiti,
Makan rendang sehingga mejilat jari,
Plantation rally sudah mari
Banyak Farmer senang hati

Meow Meow Meow
25/05/2021 10:38 PM
calvintaneng FANTASTIC RESULT FOR TAANN

TAANN Aug 2021 & Nov 2021 will be Very Good to Spectacular!!

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-26-story-h1565245763-VERY_LONG_TERM_STRUCTURAL_POSITIVE_FOR_PALM_OIL_GLOBAL_SHIFT_TO_BIODISE.jsp

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-26-story-h1565245763-VERY_LONG_TERM_STRUCTURAL_POSITIVE_FOR_PALM_OIL_GLOBAL_SHIFT_TO_BIODISE.jsp
26/05/2021 8:47 AM
Thomas Chan Yeu Wai Calvin sifu, have to wait they declare bonus dividend then only this counter will have wings. other than this counter wont budge regardless of increased profit.
27/05/2021 10:21 AM
calvintaneng Yes

Matter of time

Taann Aug 2021 result will be even better

See by then they declare Free Bonus & Free Warrants plus Dividends
27/05/2021 10:24 AM
Johnzhang 3x more profit also means nothing.
Malaysian stock market is dying ...no more future. Better shift my money to other market and other asset class .
27/05/2021 1:04 PM
titan3322 When palm oil price was RM 2800 to 3000 this counter was around 3 to 3.10 when palm oil now above RM4000 a tonne its price is 2 87 mind boggling can someone enlighten me why so
28/05/2021 10:18 AM
Johnzhang Good stocks won’t thrive in a dying Malaysian stock market.
28/05/2021 5:03 PM
calvintaneng Taann well managed company

Price sure up when time is ripe
30/05/2021 9:30 PM
titan3322 Ini EPF main punya counter will get stuck there if no big funds come to buy however good it is
09/06/2021 10:57 AM
Pinky calvintaneng is here TAANN sure won't go up hahahahaha
09/06/2021 11:32 AM
Lanmum @ Pinky, you are absolutely correct ....
09/06/2021 2:40 PM
LossAversion Trouble maker Calvin is here!
09/06/2021 2:41 PM
calvintaneng TAANN TOP HOLDER OF SWKPLANT

EXCELLENT COMPANY

BANG! BANG!! BANG!!! PALM OIL BULL RUN HAS STARTED: THE FIRST SALVO FIRED BY IJMPLANT (5122) Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-06-10-story-h1566136509-BANG_BANG_BANG_PALM_OIL_BULL_RUN_HAS_STARTED_THE_FIRST_SALVO_FIRED_BY_I.jsp
10/06/2021 12:35 AM
titan3322 Timber price also soaring but EPF still want to sell Taan wonder why
10/06/2021 6:22 PM
Chua Zhi En EPF job is to buy low sell high and create market volatility. Even they sell off share they're stll holding a lot. IJMPLNT is another good example even if EPF selling also rocket up hahaha
10/06/2021 7:53 PM


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