James Sia's comment on TAANN. All Comments

James Sia
3 Like · Reply
Look like a good buy now with more than 10% dip from the recent pea, 3 Qtrs results already surpassed previous year result … palm oil futures price remains high through the 4th Qtr will lead to another record year. Is there potential for at least 10% up from current 4.15?
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Sebastian Loh
Bro Sia, TaAnn is a good stock to keep. Just that at the moment CPO prices trend downward.
Like · 2 months · translate
James Sia
Hi Sabastian, I think the same. I have been buying … hopefully there will be another dividend and the demand for palm oil will increase in the next qtr of festivities
1 Like · 2 months · translate
Jason Ngu
大安哥为何这么硬。。?
Like · 1 month · translate
James Sia
Palm oil prices stay elevated but the share price is down. Soyabean oil also moving higher and that is good for palm oil. Profit margins should increase with elevated price. I think the only thing that may dampers the share price is the lower production volume. There should be an announcement on January production volume these few days.

If there is another 10 sen dividend after the quarter result released it will definitely give a boost to the share price.
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1 Like · 1 week · translate
Jason Ngu
omg, bad QR
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Jen Xen Yeoh
What makes you say so?
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Harri Music
应该可以趁低吸纳,虽然比上个季度低但是比上个年度高很多,相比之下应该是不错了。
Like · 2 days · translate
Alex Leong
通常年尾的收入盈利都会比较少,因为油棕果产量少。
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James Sia
I really did not expect such a big drop in PAT. I expect the higher palm oil price was able to offset the drop in production volume. I guess the other cost pressure ate up the profit. I wonder what they have in Tasmania that the group has to recognise the asset impairment. Timber business turning into loss and this is really unexpected. With the US tariff war, the Europe and China may turn to palm oil as the alternative to soyabean oil. The wet season will be over soon and we hope for more production output in the coming months and more countries will use palm oil. Looking at the historical price chart below 4.00 is a good buy considering the high DY record and low debts to cash ratio.
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