Highlights
KLSE: TAANN (5012)       TA ANN HOLDINGS BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
2.70   0.00 (0.00%)  2.67 - 2.71  35,800
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Financials


Market Cap: 1,201 Million

Market Cap 1,201 Million
NOSH 445 Million

Latest Audited Result:  31-Dec-2019

Latest Audited Result: 31-Dec-2019
Announcement Date 30-Jun-2020
Next Audited Result: 31-Dec-2020
Est. Ann. Date: 30-Jun-2021
Est. Ann. Due Date: 29-Jun-2021

Latest Quarter:  30-Jun-2020 [#2]

Latest Quarter: 30-Jun-2020 [#2]
Announcement Date 28-Aug-2020
Next Quarter: 30-Sep-2020
Est. Ann. Date: 20-Nov-2020
Est. Ann. Due Date: 29-Nov-2020
QoQ | YoY   29.40%  |    157.87%

Annual (Unaudited) ( EPS: 12.19, P/E: 22.15 )

Revenue | NP to SH 944,579  |  54,190
RPS | P/RPS 212.43 Cent  |  1.27
EPS | P/E | EY 12.19 Cent  |  22.15  |  4.51%
DPS | DY | Payout % 4.95 Cent  |  1.83%  |  40.64%
NAPS | P/NAPS 3.18  |  0.85
YoY   -30.70%
NP Margin | ROE 7.44%  |  3.83%
F.Y. | Ann. Date 31-Dec-2019  |  28-Feb-2020

T4Q Result ( EPS: 14.50, P/E: 18.62 )

Revenue | NP to SH 1,050,953  |  64,475
RPS | P/RPS 236.36 Cent  |  1.14
EPS | P/E | EY 14.50 Cent  |  18.62  |  5.37%
DPS | DY | Payout % 4.95 Cent  |  1.83%  |  34.16%
NAPS | P/NAPS 3.26  |  0.83
QoQ | YoY   14.40%  |    -9.32%
NP Margin | ROE 8.05%  |  4.45%
F.Y. | Ann. Date 30-Jun-2020  |  28-Aug-2020

Annualized Result ( EPS: 10.57, P/E: 25.54 )

Revenue | NP to SH 1,002,610  |  47,004
RPS | P/RPS 225.49 Cent  |  1.20
EPS | P/E | EY 10.57 Cent  |  25.54  |  3.92%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   14.70%  |    77.82%
NP Margin | ROE 5.74%  |  3.24%
F.Y. | Ann. Date 30-Jun-2020  |  28-Aug-2020


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2020 28-Aug-2020 30-Jun-2020 2 248,704 20,513 17,529 13,257 - 1,449,119 - % 7.05% 0.91% 440,462 56.46 55.93 3.01 2.98 0.00 0.00 3.2900 3.26   29.40%   157.87% 30-Jun-2020 2.35 4.16 78.08 0.71 1.28% 0.00% 28-Aug-2020 2.85 5.05 94.69 0.87 1.06% 0.00%
31-Dec-2020 29-May-2020 31-Mar-2020 1 252,601 20,562 11,251 10,245 - 1,422,692 - % 4.45% 0.72% 440,462 57.35 56.81 2.33 2.30 0.00 0.00 3.2300 3.20   -36.74%   26.86% 31-Mar-2020 2.07 3.61 89.00 0.64 1.12% 0.00% 29-May-2020 2.38 4.15 102.32 0.74 0.98% 0.00%
31-Dec-2019 28-Feb-2020 31-Dec-2019 4 281,729 15,191 22,831 16,196 22,023 1,413,883 135.98% 8.10% 1.15% 440,462 63.96 63.36 3.68 3.64 5.00 4.95 3.2100 3.18   -34.63%   -36.92% 31-Dec-2019 3.50 5.47 95.19 1.09 1.05% 1.43% 28-Feb-2020 2.98 4.66 81.04 0.93 1.23% 1.68%
31-Dec-2019 20-Nov-2019 30-Sep-2019 3 267,919 48,475 33,002 24,777 - 1,414,149 - % 12.32% 1.75% 440,545 60.82 60.25 5.62 5.57 0.00 0.00 3.2100 3.18   381.95%   -23.08% 30-Sep-2019 2.21 3.63 39.29 0.69 2.54% 0.00% 20-Nov-2019 2.66 4.37 47.30 0.83 2.11% 0.00%
31-Dec-2019 28-Aug-2019 30-Jun-2019 2 216,008 10,740 7,009 5,141 - 1,398,803 - % 3.24% 0.37% 441,263 48.95 48.58 1.17 1.16 0.00 0.00 3.1700 3.15   -36.34%   -68.03% 28-Jun-2019 2.28 4.66 195.70 0.72 0.51% 0.00% 28-Aug-2019 2.16 4.41 185.40 0.68 0.54% 0.00%
31-Dec-2019 28-May-2019 31-Mar-2019 1 178,923 12,274 7,449 8,076 - 1,394,571 - % 4.16% 0.58% 441,320 40.54 40.24 1.83 1.82 0.00 0.00 3.1600 3.14   -68.54%   90.83% 29-Mar-2019 2.40 5.92 131.15 0.76 0.76% 0.00% 28-May-2019 2.18 5.38 119.13 0.69 0.84% 0.00%
31-Dec-2018 28-Feb-2019 31-Dec-2018 4 237,652 47,540 31,539 25,674 - 1,333,935 - % 13.27% 1.92% 444,645 53.45 53.45 5.78 5.78 0.00 0.00 3.0000 3.00   -20.29%   9.53% 31-Dec-2018 2.70 5.05 46.76 0.90 2.14% 0.00% 28-Feb-2019 2.48 4.64 42.95 0.83 2.33% 0.00%
31-Dec-2018 23-Nov-2018 30-Sep-2018 3 274,854 49,315 38,349 32,210 22,232 1,400,631 69.02% 13.95% 2.30% 444,645 61.81 61.81 7.24 7.24 5.00 5.00 3.1500 3.15   100.29%   39.50% 28-Sep-2018 2.67 4.32 36.86 0.85 2.71% 1.87% 23-Nov-2018 2.04 3.30 28.16 0.65 3.55% 2.45%
31-Dec-2018 05-Sep-2018 30-Jun-2018 2 234,854 22,647 19,098 16,082 - 1,369,506 - % 8.13% 1.17% 444,645 52.82 52.82 3.62 3.62 0.00 0.00 3.0800 3.08   280.01%   -51.61% 29-Jun-2018 2.63 4.98 72.72 0.85 1.38% 0.00% 05-Sep-2018 2.78 5.26 76.86 0.90 1.30% 0.00%
31-Dec-2018 24-May-2018 31-Mar-2018 1 214,860 2,273 2,312 4,232 22,232 1,373,953 525.34% 1.08% 0.31% 444,645 48.32 48.32 0.95 0.95 5.00 5.00 3.0900 3.09   -81.95%   -88.38% 30-Mar-2018 3.11 6.44 326.76 1.01 0.31% 1.61% 24-May-2018 2.74 5.67 287.88 0.89 0.35% 1.82%
31-Dec-2017 28-Feb-2018 31-Dec-2017 4 292,836 33,005 27,436 23,441 - 1,338,980 - % 9.37% 1.75% 444,844 65.83 65.86 5.27 5.27 0.00 0.00 3.0100 3.01   1.52%   -16.37% 29-Dec-2017 3.66 5.56 69.46 1.22 1.44% 0.00% 28-Feb-2018 3.43 5.21 65.09 1.14 1.54% 0.00%
31-Dec-2017 28-Nov-2017 30-Sep-2017 3 308,171 49,166 30,281 23,090 - 1,325,042 - % 9.83% 1.74% 444,645 69.31 69.31 5.19 5.19 0.00 0.00 2.9800 2.98   -30.52%   -55.65% 29-Sep-2017 3.70 5.34 71.25 1.24 1.40% 0.00% 28-Nov-2017 3.56 5.14 68.56 1.19 1.46% 0.00%
31-Dec-2017 22-Aug-2017 30-Jun-2017 2 266,366 57,771 40,465 33,234 22,232 1,329,488 66.90% 15.19% 2.50% 444,645 59.91 59.91 7.47 7.47 5.00 5.00 2.9900 2.99   -8.76%   14.55% 30-Jun-2017 3.54 5.91 47.36 1.18 2.11% 1.41% 22-Aug-2017 3.47 5.79 46.43 1.16 2.15% 1.44%
31-Dec-2017 23-May-2017 31-Mar-2017 1 305,566 57,555 39,052 36,424 22,232 889,290 61.04% 12.78% 4.10% 444,645 68.72 68.72 8.19 8.19 5.00 5.00 2.0000 2.00   29.94%   190.35% 31-Mar-2017 3.73 5.43 45.53 1.87 2.20% 1.34% 23-May-2017 3.51 5.11 42.85 1.76 2.33% 1.42%
31-Dec-2016 28-Feb-2017 31-Dec-2016 4 309,575 42,951 28,394 28,031 - 1,272,518 - % 9.17% 2.20% 444,645 69.58 69.58 6.30 6.30 0.00 0.00 2.8600 2.86   -46.16%   -51.66% 30-Dec-2016 3.95 5.66 54.96 1.38 1.82% 0.00% 28-Feb-2017 3.88 5.56 53.99 1.35 1.85% 0.00%
31-Dec-2016 21-Nov-2016 30-Sep-2016 3 349,884 75,951 57,615 52,061 22,232 1,258,345 42.70% 16.47% 4.14% 444,645 78.69 78.69 11.71 11.71 5.00 5.00 2.8300 2.83   79.45%   -22.79% 30-Sep-2016 3.58 4.55 30.58 1.27 3.27% 1.40% 21-Nov-2016 3.64 4.63 31.09 1.29 3.22% 1.37%
31-Dec-2016 29-Aug-2016 30-Jun-2016 2 269,081 39,916 33,131 29,012 - 1,200,541 - % 12.31% 2.42% 444,645 60.52 60.52 6.52 6.52 0.00 0.00 2.7000 2.70   131.26%   -13.26% 30-Jun-2016 3.30 5.45 50.58 1.22 1.98% 0.00% 29-Aug-2016 3.64 6.01 55.79 1.35 1.79% 0.00%
31-Dec-2016 19-May-2016 31-Mar-2016 1 218,532 17,612 11,964 12,545 18,526 1,189,423 147.68% 5.47% 1.05% 370,537 58.98 49.15 3.39 2.82 5.00 4.17 3.2100 2.67   -78.36%   -53.68% 31-Mar-2016 5.05 8.56 149.16 1.57 0.67% 0.99% 19-May-2016 3.89 6.60 114.90 1.21 0.87% 1.29%
31-Dec-2015 22-Feb-2016 31-Dec-2015 4 268,842 63,144 62,745 57,982 - 1,181,869 - % 23.34% 4.91% 370,492 72.56 60.46 15.65 13.04 0.00 0.00 3.1900 2.66   -14.00%   168.26% 31-Dec-2015 5.02 6.92 32.08 1.57 3.12% 0.00% 22-Feb-2016 5.64 7.77 36.04 1.77 2.77% 0.00%
31-Dec-2015 16-Nov-2015 30-Sep-2015 3 298,913 91,319 70,388 67,424 37,046 1,159,544 54.95% 23.55% 5.81% 370,461 80.69 67.23 18.20 15.16 10.00 8.33 3.1300 2.61   101.57%   54.62% 30-Sep-2015 3.70 4.59 20.33 1.18 4.92% 2.70% 16-Nov-2015 4.09 5.07 22.47 1.31 4.45% 2.44%
31-Dec-2015 28-Aug-2015 30-Jun-2015 2 256,889 45,426 32,981 33,449 - 1,118,670 - % 12.84% 2.99% 370,420 69.35 57.77 9.03 7.52 0.00 0.00 3.0200 2.52   23.51%   12.36% 30-Jun-2015 3.81 5.49 42.19 1.26 2.37% 0.00% 28-Aug-2015 3.25 4.69 35.99 1.08 2.78% 0.00%
31-Dec-2015 27-May-2015 31-Mar-2015 1 222,146 33,682 24,937 27,081 37,046 1,085,462 136.80% 11.23% 2.49% 370,465 59.96 49.96 7.31 6.09 10.00 8.33 2.9300 2.44   25.29%   -5.52% 31-Mar-2015 3.90 6.50 53.35 1.33 1.87% 2.56% 27-May-2015 3.78 6.30 51.71 1.29 1.93% 2.65%
31-Dec-2014 25-Feb-2015 31-Dec-2014 4 269,335 28,908 21,387 21,614 - 741,268 - % 7.94% 2.92% 370,634 72.67 60.57 5.83 4.86 0.00 0.00 2.0000 1.67   -50.43%   -31.32% 31-Dec-2014 3.88 5.34 66.53 1.94 1.50% 0.00% 25-Feb-2015 3.90 5.37 66.88 1.95 1.50% 0.00%
31-Dec-2014 25-Nov-2014 30-Sep-2014 3 284,707 61,171 46,935 43,605 37,047 1,074,379 84.96% 16.49% 4.06% 370,475 76.85 64.03 11.77 9.81 10.00 8.33 2.9000 2.42   46.47%   31.10% 30-Sep-2014 3.93 5.11 33.39 1.36 2.99% 2.54% 25-Nov-2014 3.80 4.94 32.29 1.31 3.10% 2.63%
31-Dec-2014 29-Aug-2014 30-Jun-2014 2 245,767 39,347 28,371 29,770 - 1,034,349 - % 11.54% 2.88% 370,734 66.29 55.27 8.03 6.70 0.00 0.00 2.7900 2.33   3.86%   23.00% 30-Jun-2014 4.35 6.56 54.17 1.56 1.85% 0.00% 29-Aug-2014 3.88 5.85 48.32 1.39 2.07% 0.00%
31-Dec-2014 26-May-2014 31-Mar-2014 1 211,817 38,970 28,745 28,664 37,033 1,044,347 129.20% 13.57% 2.74% 370,335 57.20 47.64 7.74 6.45 10.00 8.33 2.8200 2.35   -8.92%   611.80% 31-Mar-2014 4.18 7.31 54.01 1.48 1.85% 2.39% 26-May-2014 4.26 7.45 55.04 1.51 1.82% 2.35%
31-Dec-2013 24-Feb-2014 31-Dec-2013 4 202,897 22,769 33,266 31,470 - 1,007,850 - % 16.40% 3.12% 370,533 54.76 45.63 8.49 7.08 0.00 0.00 2.7200 2.27   -5.39%   919.77% 31-Dec-2013 4.17 7.62 49.10 1.53 2.04% 0.00% 24-Feb-2014 4.10 7.49 48.27 1.51 2.07% 0.00%
31-Dec-2013 25-Nov-2013 30-Sep-2013 3 216,814 46,116 32,846 33,262 18,520 996,378 55.68% 15.15% 3.34% 370,400 58.53 48.76 8.98 7.48 5.00 4.17 2.6900 2.24   37.42%   9.19% 30-Sep-2013 3.80 6.49 42.32 1.41 2.36% 1.32% 25-Nov-2013 4.11 7.02 45.77 1.53 2.18% 1.22%
31-Dec-2013 27-Aug-2013 30-Jun-2013 2 199,927 38,145 23,896 24,204 - 989,658 - % 11.95% 2.45% 370,658 53.94 44.96 6.53 5.44 0.00 0.00 2.6700 2.23   501.04%   81.75% 28-Jun-2013 3.82 7.08 58.50 1.43 1.71% 0.00% 27-Aug-2013 3.80 7.05 58.19 1.42 1.72% 0.00%
31-Dec-2013 23-May-2013 31-Mar-2013 1 150,282 6,060 2,741 4,027 - 949,485 - % 1.82% 0.42% 369,449 40.68 33.80 1.09 0.91 0.00 0.00 2.5700 2.14   30.49%   -64.80% 29-Mar-2013 3.49 8.58 320.18 1.36 0.31% 0.00% 23-May-2013 3.64 8.95 333.94 1.42 0.30% 0.00%
31-Dec-2012 26-Feb-2013 31-Dec-2012 4 209,966 5,422 -122 3,086 18,590 966,698 602.41% -0.06% 0.32% 371,807 56.47 47.22 0.83 0.69 5.00 4.18 2.6000 2.17   -89.87%   -89.00% 31-Dec-2012 3.50 6.20 421.69 1.35 0.24% 1.43% 26-Feb-2013 3.35 5.93 403.61 1.29 0.25% 1.49%
31-Dec-2012 20-Nov-2012 30-Sep-2012 3 234,853 41,615 29,726 30,463 - 959,843 - % 12.66% 3.17% 370,596 63.37 52.82 8.22 6.85 0.00 0.00 2.5900 2.16   128.75%   -36.44% 28-Sep-2012 3.92 6.19 47.69 1.51 2.10% 0.00% 20-Nov-2012 3.70 5.84 45.01 1.43 2.22% 0.00%
31-Dec-2012 17-Aug-2012 30-Jun-2012 2 187,989 17,867 11,307 13,317 - 931,077 - % 6.01% 1.43% 370,947 50.68 42.28 3.59 2.99 0.00 0.00 2.5100 2.09   16.42%   -73.75% 29-Jun-2012 4.50 8.88 125.35 1.79 0.80% 0.00% 17-Aug-2012 4.50 8.88 125.35 1.79 0.80% 0.00%
31-Dec-2012 24-May-2012 31-Mar-2012 1 164,567 15,471 10,581 11,439 - 918,211 - % 6.43% 1.25% 309,162 53.23 37.01 3.70 2.57 0.00 0.00 2.9700 2.07   -59.21%   -56.93% 30-Mar-2012 5.19 9.75 140.27 1.75 0.71% 0.00% 24-May-2012 4.50 8.45 121.62 1.52 0.82% 0.00%
31-Dec-2011 28-Feb-2012 31-Dec-2011 4 213,604 43,966 30,080 28,043 30,884 935,796 110.13% 14.08% 3.00% 308,843 69.16 48.04 9.08 6.31 10.00 6.95 3.0300 2.10   -4.69%   0.46% 30-Dec-2011 4.50 6.51 49.56 1.49 2.02% 2.22% 28-Feb-2012 4.85 7.01 53.41 1.60 1.87% 2.06%
31-Dec-2011 30-Dec-2011 4 211,257 44,124 31,758 29,424 37,057 - 125.94% 15.03% - % 370,579 57.01 47.51 7.94 6.62 10.00 8.33 - -   -38.61%   5.41% 30-Dec-2011 4.50 7.89 56.68 0.00 1.76% 2.22% 0.00 0.00 0.00 0.00 0.00% 0.00%
31-Dec-2011 23-Nov-2011 30-Sep-2011 3 254,437 64,956 49,740 47,931 - 901,794 - % 19.55% 5.32% 308,833 82.39 57.22 15.52 10.78 0.00 0.00 2.9200 2.03   -5.52%   51.68% 30-Sep-2011 3.58 4.35 23.07 1.23 4.34% 0.00% 23-Nov-2011 3.96 4.81 25.52 1.36 3.92% 0.00%
31-Dec-2011 22-Aug-2011 30-Jun-2011 2 278,507 70,484 51,909 50,734 30,878 889,311 60.86% 18.64% 5.70% 308,788 90.19 62.64 16.43 11.41 10.00 6.94 2.8800 2.00   91.01%   578.26% 30-Jun-2011 4.61 5.11 28.06 1.60 3.56% 2.17% 22-Aug-2011 4.40 4.88 26.78 1.53 3.73% 2.27%
31-Dec-2011 27-May-2011 31-Mar-2011 1 181,438 38,657 27,445 26,561 - 836,465 - % 15.13% 3.18% 257,374 70.50 40.81 10.32 5.97 0.00 0.00 3.2500 1.88   -4.85%   232.64% 31-Mar-2011 4.64 6.58 44.96 1.43 2.22% 0.00% 27-May-2011 4.53 6.43 43.90 1.39 2.28% 0.00%
31-Dec-2010 21-Feb-2011 31-Dec-2010 4 219,554 32,774 26,070 27,915 - 771,988 - % 11.87% 3.62% 257,329 85.32 49.38 9.04 6.28 0.00 0.00 3.0000 1.74   -11.66%   32.61% 30-Dec-2010 3.33 3.90 30.70 1.11 3.26% 0.00% 21-Feb-2011 3.53 4.14 32.54 1.18 3.07% 0.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


Analyze this stock with MQ Trader system
  2 people like this.
 
lumbercpo fund keep pressing down :(
01/09/2020 9:43 AM
chshzhd accumulate lo :)
01/09/2020 12:04 PM
chshzhd good opportunity ..
01/09/2020 12:05 PM
chshzhd today must close high ..
01/09/2020 12:05 PM
Pinky Ta Ann is a quality stock but lacks liquidity. You gotta hold long to reap the gains. This is my 2nd time buying into it. Last time start buying from late-2014, then fully sold out early 2017. Compounded return of 19% p.a. Returned to it again early this year, now already making profit.
01/09/2020 1:11 PM
chickmonk FCPO broke RM2800. TAANN not moving up :(
01/09/2020 4:42 PM
chshzhd time will tell ..
01/09/2020 5:41 PM
Mabel Hari Hari tengok ladang
Bila tengok bertambah sayang
Macam mana Mabel tak sayang
Harga Sawit terus terbang melayang
03/09/2020 11:41 AM
Mabel Wah so nice, so green, so beautiful....

Hmmmm the weather smell FRESH and LOVELY Today....

Shah Rukh Khan, Salman Khan, Ameer Khan sent their regards to all of you here...

Chappati, Tosei, Briyani does not taste the same without our Palm Oil...

Meow Meow Meow
03/09/2020 11:59 AM
Pinky @Mabel stop spamming la
03/09/2020 1:05 PM
lumbercpo fcpo RM2891. taann still not moving
03/09/2020 8:00 PM
XXXvalue how abt timber export, will it be affected by weak demand?
07/09/2020 9:36 AM
chickmonk fcpo up again...taann still sleeping
07/09/2020 12:06 PM
Mabel Now down again..

What lah....
10/09/2020 1:11 PM
lumbercpo us soybean 1000usd
14/09/2020 8:55 AM
tkk1127 CPO futures break RM2.9k for Oct and Nov. Remaining mths at 2800++
14/09/2020 4:49 PM
lumbercpo CPO RM3000 coming!!
15/09/2020 6:37 PM
lumbercpo broke RM3000
17/09/2020 10:55 AM
Mabel Memang Sawit 3000 dah mari
Memang BULL rally sudah jadi
Adik Felda senang hati
Mari Abang dan adik kira duit berkali kali
17/09/2020 10:38 PM
lumbercpo US soybean USD1027. super bull coming
18/09/2020 7:43 AM
lumbercpo 1042 now. wow
18/09/2020 11:23 AM
lumbercpo plantation counter bull run coming
18/09/2020 11:25 AM
OldWiseMan100 Post removed. Why?
18/09/2020 1:46 PM
Mabel Hujan Emas Glove sedang bekembang
Hujan Emas Vaccine mula nak jadi
Hujan Emas Bandar Malaysia mula di sembang
Hujan Emas Sawit sudah berbunga berseri seri

Meow Meow Meow
18/09/2020 4:33 PM
lumbercpo fcpo broke RM3100
18/09/2020 6:37 PM
Mabel CPO prices has bottom out at RM2757 at up again at RM 2822s level .., price firming uptrend.

Malaysian has Become the Top Palm Oil Supplier to China (Malaysia even beat Indonesia World No 1 Palm Oil Producer)

Malaysia’s palm oil exports to China increased by 31.9% or 316,400 MT over last year to 1.31 million MT from January to June 2020, while Indonesia shipped 1.28 million MT of PO to China, decreased by 42.7% or 956,400 MT. As a result, PO market share commanded by Malaysia in China up to June this year rose from 30.7% held last year to 50.3%, and Indonesia’s share slid to 49.2% from 69.2% for the same period in comparison. Malaysia has become the top PO supplier once again since 2015.
29/09/2020 10:16 PM
Mabel There are several risks factors on any Plantation earnings estimates, price target and rating. Key risks to the palm oil sector are:

(i) weather anomalies resulting in poorer-than-expected output growth -*Let's hope for a good weather the next coming 3 months*.

(ii) lower than-expected CPO price achieved – *On Target and currently CPO is Up trending*

(iii) negative policies imposed by import countries – *Positive*. The exemption of CPO export duty by the government of Malaysia till Dec 2020 will be positive for CPO exports (especially to India) and will help support CPO price which is expected to be under pressure in 3Q20 due to the anticipated stockpile build-up amid seasonal production recovery

(iv) unfriendly policies imposed by the Malaysian and Indonesian government on upstream or downstream segments – *Already factored on India’s move to restrict the importation of refined palm oil*. This will result in quicker build-up of MPOB stockpile when output recovers from 2Q20, and cap CPO price upside

(v) sharply lower crude oil prices which makes palm biodiesel demand not viable – *Brent has already breached USD 40*

(vi) weaker competing oil prices (like soybean and rapeseed- *On Target*. Alternative Oil Prices is on the rise which make Palm Oil very attractive.

Meow Meow Meow
30/09/2020 8:44 AM
Mabel THE HISTORY OF MABEL PALM OIL

The Palm Oil, whose scientific name is Elaeis guineensis Jacq, originates from West Africa. It were first brought into this country by the British in the 1870’s as an ornamental plant in their gardens. However, other countries were already familiar it and its uses. Among the earliest evidences of its usage were
• Traces of my ancestors found in burial urns aged 5000 years in Abydos, Egypt
• The barter of palm oil for salt centuries ago
• A lubricant for engines and in the manufacture of candles, soap and margarine in Europe during the 19 th century.

Palm Oil started to make Malaysia its home on a large scale in the 1960’s. This started when the Malaysian Government introduced a land cultivation scheme for the purpose of planting oil palm trees.The purpose of this scheme was to eradicate poverty and raise the standard of living for the rural population. Today, palm oil grows and flourish in palm oil plantations which can be found throughout the country, from Perlis to Sabah.
30/09/2020 12:18 PM
lumbercpo US soybean rocket this morning,expect CPO climb back to RM3000
01/10/2020 8:14 AM
lumbercpo US large declined in grains stock. Super inflation coming. Commodities is the first to move, follow bybithers
01/10/2020 8:17 AM
Pinky This good counter no one seems to be interested. Combo of timber AND oil palm, with their palm trees relatively young and in maturing stage. See month-by-month increase of production figures...
05/10/2020 10:53 AM
lumbercpo us soybean 1030 now. fcpo expect challenge RM3000 again
06/10/2020 6:51 PM
lumbercpo us soybean 1050. super bull coming
07/10/2020 9:42 PM
lumbercpo fcpo tml break 3000
07/10/2020 9:43 PM
Mabel Meow Meow Meow
08/10/2020 8:26 AM
Pinky Ta Ann pleas be good to me...

You are the 2nd largest holding in my portfolio now XD
08/10/2020 9:24 AM
lumbercpo FCPO December back to RM2900 while October RM3000. Coming QRs explosive EPS!!!!
08/10/2020 5:45 PM
lumbercpo US soybean future 3 years high to USD1056 now. !!!! Hope can break USD 1500!!!!
08/10/2020 5:47 PM
lumbercpo super bull coming
09/10/2020 10:16 AM
chickmonk TP RM4
09/10/2020 10:44 AM
chickmonk fcpo oct above RM3000
09/10/2020 4:13 PM
lumbercpo US soybean 1060 now.
09/10/2020 9:58 PM
lumbercpo brazil drought, cpo counters bullish
09/10/2020 10:09 PM
Mabel Plantation - Key Takeaways From Globoil's Webinar
Date: 9th October 2020

Solvent Extractors Association of India organised a webinar yesterday titled “World Price Outlook for Vegetable Oils and Meals”. There were three speakers i.e. Thomas Mielke from Oil World, Dorab Mistry from Godrej International and James Fry from LMC International. Here are the key takeaways from the webinar: -

James Fry said that rains and good palm prices would encourage better estate maintenance in Malaysia and Indonesia, leading to improved palm production in year 2021F. Rains would boost CPO supply in early-2021F and in the meantime, there would be a seasonal pick-up in production in 4Q2020. Peak palm production may be delayed by a month or two from the usual month of October or November in Malaysia.

In terms of demand, many companies in the HORECA sector (hotels, restaurants and catering) may not survive without government support. Families in low income countries may be trading down to smaller bottles of cooking oil. James Fry did not give a price forecast.

Thomas Mielke said that CPO prices may hover around US$700/tonne (RM2,905/tonne) in 1H2021. He forecasts global production of palm oil to increase by 3.5mil to 4mil tonnes in 2021F. CPO output in Indonesia is estimated to rise by 3mil tonnes in 2021F from about 43mil tonnes in 2020E. Thomas Mielke expects CPO production in Malaysia to be flat in 2021F.

He added that global soybean supply is ample currently in spite of weather-related losses in the US. He expects world soybean supply to increase by 21mil tonnes in 2020E/2021F as Brazil is envisaged to record a record output of 132.5mil tonnes (2019/2020E: 126.5mil tonnes).

Dorab Mistry believes that CPO production in Malaysia would be flat at 19.9mil tonnes in 2020E compared with market expectations of a decline. We believe that this implies that 4Q2020 production would be strong as Malaysia’s CPO output fell by 4.7% YoY in 8M2020. He did not give a production forecast for 2021F although he said that palm supply would be good.

Dorab has suggested a dynamic biodiesel mandate to the Indonesia government whereby if CPO prices exceed US$600/tonne, the biodiesel mandate would be reduced to B25 from B30. If CPO prices exceed US$700/tonne, the biodiesel mandate would be reduced further to B20. With this, the biodiesel mandate would still be implemented but at the same time, the smallholders would not be affected by the CPO export levy. Currently, Indonesia implements the B30 biodiesel mandate with subsidies from the CPO export levy of US$55/tonne.

Mabel Research House
10/10/2020 12:45 PM
newbie2y inventory depletes by the increased exports..
https://www.theedgemarkets.com/article/malaysias-oct-110-palm-oil-exports-rise-133-%E2%80%94-amspec-agri
10/10/2020 9:52 PM
chickmonk fcpo super bullish!!!!
12/10/2020 10:44 AM
lumbercpo US soybean 1060 again!!
15/10/2020 8:56 AM
lumbercpo “Based on our observation, most privatisation targets share several similar characteristics, including low trading liquidity, low valuation and under-researched. About a third of the Bursa Malaysia Plantation Index components have these characteristics.”

They include Chin Teck Plantations Bhd, Cepatwawasan Group Bhd, Hap Seng Plantations Holdings Bhd, Kluang Rubber Co (M) Bhd, Sarawak Plantation Bhd, Ta Ann Holdings Bhd and United Malacca Bhd.
15/10/2020 8:59 AM
Pinky Oi don't privatise, I love my Ta Ann shares!
15/10/2020 9:30 AM
newbie2y as reference, can see Riverview q3 reports on how much profit they generated from the recent cpo price rise..
https://www.klsescreener.com/v2/stocks/view/2542/riverview-rubber-estates-berhad
21/10/2020 9:41 PM