Posted by VenFx > 2016-07-13 22:39 | Report Abuse

Eg/Tekseng/Comcorp /Jhm shall benefited from BN interest cut.

Posted by kt_invest > 2016-07-14 00:35 | Report Abuse

BN interest cut,, how it benefit ah seng? Stronger ringgit is not in favor for export oriented company rite?

Posted by livelife > 2016-07-14 01:00 | Report Abuse

agree with Ven sifu. BNM interest cut weakens ringgit

Posted by VenFx > 2016-07-14 09:02 | Report Abuse

Flexi rate interest pay annually will reduced, following OPR cut.

Posted by VenFx > 2016-07-14 09:03 | Report Abuse

Weakening in Rm will be another bonus for Export counters.

Posted by Izam_mahathir > 2016-07-14 12:05 | Report Abuse

And imagine us interest rate hike.wowww

Posted by samsam > 2016-07-14 13:13 | Report Abuse

Normally interest cut will be more than 1 time, potentially another round of interest cut in December

Posted by samsam > 2016-07-14 13:15 | Report Abuse

Bnm will make sure that RM stays around 4.0 :)

Posted by samsam > 2016-07-14 13:15 | Report Abuse

Anyone know when quarter result coming out?

Posted by Izam_mahathir > 2016-07-18 15:35 | Report Abuse

This week will fly to 1.30

Posted by samsam > 2016-07-18 20:38 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/07/18/tek-seng-counts-on-solar-cell-business/

Posted by samsam > 2016-07-18 20:39 | Report Abuse

Today newspaper !!!!

Posted by kt_invest > 2016-07-19 09:21 | Report Abuse

"Order book has been filled till the end of this year" ☺☺

Posted by noobnnew > 2016-07-19 14:54 | Report Abuse

JNG around? Need to consult him on the financial assistance provided by Tek Seng to TS Solartech.

Posted by Izam_mahathir > 2016-07-19 15:15 | Report Abuse

http://on.mktw.net/29PK5Rb

Posted by cmLai > 2016-07-19 15:19 | Report Abuse

Mutual Funds and Institutions that holdings TEKSENG
Name Shares Held % Shares Out Change In Shares % of Assets As of Date
Pheim Master Trust - Pheim Emerging Companies Balanced Fd. 605,340 0.19% +106,000 2.87% 12/31/15
Pheim Master Trust - Dana Makmur Pheim 400,000 0.12% 0 3.64% 12/31/15
Pheim Asia (ex-Japan) Islamic Fund 281,000 0.09% +36,000 4.63% 12/31/15
Pheim Asia (ex-Japan) Fund 533,000 0.16% +181,000 3.74% 12/31/15
Kenanga Premier Fund 665,800 0.20% +665,800 0.96% 02/29/16
Kenanga OneAnswer Invt. Funds - Growth Opportunities Fund 443,800 0.14% +443,800 2.61% 02/29/16
JPMorgan Funds - Malaysia Fund 1,100,000 0.34% +1,100,000 0.33% 03/31/16
CIMB Principal - Small Cap Fund 3,237,900 0.99% +3,237,900 3.03% 12/31/15
CIMB Islamic - Small Cap Fund 8,700,600 2.67% +8,700,600 3.93% 11/30/15
1,901,880 0.58% +1,901,880 2.29% 11/20/15
CIMB-Principal Asset Management Bhd. 12,797,000 3.93% +12,797,000 0.20% 03/31/16
Great Eastern Life Assurance Co. Ltd. 7,841,800 2.41% +7,841,800 0.09% 03/31/16
Employees Provident Fund 6,853,960 2.10% +6,437,000 0.01% 03/31/16
Manulife Asset Management Services Bhd. 5,518,100 1.69% +5,518,100 1.98% 03/31/16
Kumpulan Wang Persaraan 5,386,100 1.65% +5,386,100 0.02% 03/31/16
Pheim Asset Management Sdn. Bhd. 3,005,900 0.92% +3,005,900 2.88% 03/31/16
Kenanga Investors Bhd. 2,219,200 0.68% +2,219,200 0.39% 03/31/16
Phillip Capital Management Sdn. Bhd. 1,582,000 0.49% +1,582,000 0.77% 03/31/16
Lembaga Tabung Angkatan Tentera 1,215,000 0.37% +1,215,000 0.03% 03/31/16
JPMorgan Asset Management (Singapore) Ltd. 1,100,000 0.34% +1,100,000 0.01% 03/31/16

Posted by JNG9678 > 2016-07-19 16:04 | Report Abuse

Financial assistance provided by TEKSENG ( mother ) to TS solar ( son） USD2M equivalent RM8M that is for short term operation routines support only. It is due to TS solar exponential expansion. There is no impact on TS on-going EPS.

Many investors, small cap fund and mutual fund managers, only holding small % of TS. Personally, I strongly believe TS is under under valued! TEKSENG already successfully transformed from plastic into solar high technology company plus explosive demand ahead !

Further, solar electricity perKWh is cheaper than fuel gasoline!!!

Posted by noobnnew > 2016-07-19 16:06 | Report Abuse

Thanks JNG for the clarification. I remember the management said the selling price become lower. Do you think it will affect the profit margin?

Posted by JNG9678 > 2016-07-19 16:11 | Report Abuse

As long as TS BOD assures a consistence and regulate dividend payout to stake holders with yearly dividend yield of 3~4%, market force will determine TS's PE of 12~20.

Posted by JNG9678 > 2016-07-19 16:13 | Report Abuse

The unit cost also lower, plus efficiency, productivity , test yield improvement. The margin will be better !

Posted by noobnnew > 2016-07-19 16:30 | Report Abuse

Thanks a lot. I like this counter but not so familiar with solar business. So need to consult you. Thanks for the clarification.

Posted by ANYU > 2016-07-19 16:33 | Report Abuse

Good .....

Posted by Up_down > 2016-07-19 16:34 | Report Abuse

Finally, Teckseng is back on investors radar. Go go go!

Posted by imnewbie > 2016-07-19 18:39 | Report Abuse

regarding tekseng financial assistance to ts-solar, would it change tekseng's stake holding % in ts-solar?

Posted by Up_down > 2016-07-19 18:51 | Report Abuse

imnewbie. No change to its stakes on TS Solar after providing financial assistance.

Posted by dexmedetomidine > 2016-07-19 21:05 | Report Abuse

A future stock.

Posted by Up_down > 2016-07-19 21:16 | Report Abuse

The capacity of its solar cell production would be triple ( almost 300%) of its existing by Dec 2016.

Posted by 15% to 20% > Jul 19, 2016 04:38 PM | Report Abuse
Group managing director Loh Kok Beng told StarBiz that Tek Seng was gradually "INCREASING" the solar cell production capacity to 10 million pieces PER MONTH from 5.6 million pieces currently, or about 250MW production capacity.

“We now have a total of seven lines, of which three will be fully operational in September. Two more production lines will be added by end of 2016, which will increase the total number of lines to nine by the end of this year.

“With nine lines in full operation, our capacity per annum from end 2016 onwards would be 740MW or about 156 million pieces of solar cells, which will have a market value of US$234mil, based on today’s market value of solar cell,” Loh said.


======

Capacity almost Double.
But this is just the start.
Only September onward will see the effect?

Posted by noobnnew > 2016-07-20 09:07 | Report Abuse

seem like good Q2 is on its way, ppl start to goreng up

Posted by Izam_mahathir > 2016-07-20 10:45 | Report Abuse

Wow can catch 1.6 when they announce QR2.then ikan bilis take profit and 1.5 gonna be a new base.consistency at its best

Posted by newboy > 2016-07-20 11:08 | Report Abuse

Happy!!!!! Go Go Ah Seng....show us the numbers

Posted by Patrick13 > 2016-07-20 11:39 | Report Abuse

wait till afternoon only decide buy or not buy.. is attractive price $

Posted by Derrick0617 > 2016-07-20 14:36 | Report Abuse

Buy!!buy!!

Posted by Up_down > 2016-07-20 17:03 | Report Abuse

Finally, Ah Seng has showed off its power. more to go.

Posted by Angielim9955 > 2016-07-20 17:08 | Report Abuse

Up_down and Derrick0617 , curreclty seng fly so fast, howver as I checked seem no any good news or qr out , do your guys tell me this rally got any reason or just normal and people like a seng ?

Posted by Up_down > 2016-07-20 18:10 | Report Abuse

Angielim. News came out 2 days ago. The management has reinstated that capacity of its solar cell production would be triple of the existing capacity by Dec 16. Investors love listening to growth story business. No growth story....just like a pool of dead water.

Posted by Izam_mahathir > 2016-07-20 18:12 | Report Abuse

Its just normal.investor just seeking undervalue stock with strong potential.cheers

Posted by VenFx > 2016-07-20 18:55 | Report Abuse

Clap clap Bravo. 好股 就是 好股 :)

Posted by Derrick0617 > 2016-07-20 19:41 | Report Abuse

We just buy the undervalue stock

Posted by VenFx > 2016-07-20 21:05 | Report Abuse

Usd back on Strength again.

Posted by kt_invest > 2016-07-21 08:57 | Report Abuse

"Malaysia Official 1",,,will this news make ringgit weaken further and benefits export companies?

Posted by Jonathan Keung > 2016-07-21 09:03 | Report Abuse

Ringgit has dropped from 3.98 to a dollar at the start of July to 4.04 as at yesterday

Posted by Patrick13 > 2016-07-21 09:16 | Report Abuse

Bought at 1.32. Hope after Sep or before end of year will above 1.60 :)

Posted by Angielim9955 > 2016-07-21 11:33 | Report Abuse

Thanks up down and all above team members all w best

Posted by Izam_mahathir > 2016-07-21 13:58 | Report Abuse

Bnm interest rate down means they will print more fiat money.good for tekseng

Posted by thenewbee > 2016-07-22 09:57 | Report Abuse

i believe right now is the best time to enter this counter

Posted by wetmarket > 2016-07-22 10:55 | Report Abuse

Yes, agree, now is the best time. Positive quarter result is coming, expansion plan announced and future growth is almost certain. Not much room to fall and most important is all BIG Investors have yet to make the money/profit from this counter.

Posted by thenewbee > 2016-07-22 12:46 | Report Abuse

i got no more capital right now , all in airasia and genting. Will free up some of the capital and will go in to this counter, hope it wont be too late

Posted by Izam_mahathir > 2016-07-22 13:36 | Report Abuse

Did anyone know dscr rate for tekseng?its very important to know bcos this company have a huge debt

Posted by Up_down > 2016-07-22 18:08 | Report Abuse

Strong rebound after the correction yesterday. Another good growth company. go go go

Posted by WINNING > 2016-07-22 18:39 | Report Abuse

up hill