Posted by pang72 > 2024-02-21 09:30 | Report Abuse

People scares AI telur...
I chase AI telur

Posted by pang72 > 2024-02-21 09:32 | Report Abuse

Convert some of my under perform stock to add AI telur

Posted by gladiator > 2024-02-21 09:33 | Report Abuse

Sell on news happening

Posted by pang72 > 2024-02-21 09:34 | Report Abuse

Rakutan target price $2.90
This is my minimum reference....

Posted by pang72 > 2024-02-21 09:35 | Report Abuse

If I don't buy, I feel guilty to myself for eps22c

Posted by gohkimhock > 2024-02-21 09:39 | Report Abuse

lol. i thought i was the only one who saw the other income 54.223 mil. Those who managed to spot it like @skyjet pls give yourself a pat on the back..

Even a lot of investment house "analysts" would have missed this if they did not go through the report thoroughly.

Posted by James Lee > 2024-02-21 09:40 | Report Abuse

good news and then share price drop？

Posted by pang72 > 2024-02-21 09:41 | Report Abuse

2.19 can match...

Posted by pang72 > 2024-02-21 09:42 | Report Abuse

My AI telur become big and big in my basket

Posted by gohkimhock > 2024-02-21 09:42 | Report Abuse

@JamesLee because the latest quarterly earnings is unlikely to sustain. Unless every quarter it is able to get the same "other income" as reported in the quarterly P&L.

Posted by pang72 > 2024-02-21 09:43 | Report Abuse

What a busy day for queue buy to grab this eps22. 8c AI telur

Posted by pang72 > 2024-02-21 09:44 | Report Abuse

2.19 sellers... Anymore?

Posted by pang72 > 2024-02-21 09:45 | Report Abuse

I continue to averaging down....

Posted by Jack888 > 2024-02-21 09:52 | Report Abuse

will rebounce soon ...2.34 -238

Posted by gladiator > 2024-02-21 09:54 | Report Abuse

Teoseng very heavy sell on news buy LHI better buy on rumor.

Posted by pang72 > 2024-02-21 09:55 | Report Abuse

2.19 sudah brake meh....

Posted by pang72 > 2024-02-21 09:56 | Report Abuse

I tunggu anymore sellers kind heart selling lower than 2.19..
I slow slow buy

Posted by BursaVulture > 2024-02-21 10:16 | Report Abuse

good QR but drop.... insider selling... run.

Posted by bilisinvestor > 2024-02-21 10:17 | Report Abuse

The other income are mostly gov subsidies. If they remove them then the selling price would be higher. Its a win win situation for teoseng. As long as the demand remain high

Posted by pang72 > 2024-02-21 10:38 | Report Abuse

bilisinvestor

The other income are mostly gov subsidies. If they remove them then the selling price would be higher. Its a win win situation for teoseng. As long as the demand remain high

19 minutes ago

DON'T SPOIL THE MARKET LA:)...
2.19 No more liao..

Posted by markgold > 2024-02-21 10:43 | Report Abuse

The other income of TeoSeng is genuine money receive and NOT paper gain.

Posted by Simonalibaba > 2024-02-21 10:52 | Report Abuse

Buy

Posted by Ravetidus > 2024-02-21 11:06 | Report Abuse

I do not understand what is the fuss all about

If the government removes subsidies, then the price ceiling for egg will be removed as well, thus selling price for eggs will increase by at least RM0.10 or more.

Demand for eggs is inelastic, consumers got no alternative, maybe short term wise will reduce a little bit but over a few months, demand will go back to normal or even higher as population increases.

Posted by pang72 > 2024-02-21 11:11 | Report Abuse

Wow! Look like the genuine investors understand the AI telur business out for explanation... However, $2.19 cheap tickets have finished.

Posted by pang72 > 2024-02-21 11:12 | Report Abuse

$2.90 mari lo

Posted by pang72 > 2024-02-21 11:20 | Report Abuse

LAYHONG up 2c
Lhi up 2.5c
The lagged telur are catching up

However, PWF and teoseng who up 50to 100% past mons seeing profit taking..

Posted by pang72 > 2024-02-21 11:21 | Report Abuse

So, telur and ayam are in focus despite some selling pressure in teoseng reported 22.8c eps historical high

Posted by pang72 > 2024-02-21 11:22 | Report Abuse

22.8c might be champion earning in bursa if not compare to big cap like heiniken, dlady or maybank

Posted by pang72 > 2024-02-21 11:25 | Report Abuse

I expect turn green in the afternoons...
$2.19 good buy today be history :)
TQ panic seller's

Posted by EngineeringProfit > 2024-02-21 11:28 | Report Abuse

Morning dip is likely to follow by dip later...................hehe

TOp up on weaknesses, guys

Posted by Ravetidus > 2024-02-21 11:45 | Report Abuse

In fact upon the removal of subsidies, the smaller players in the market will die off, thus leaving more market share to the larger players

Posted by pang72 > 2024-02-21 11:50 | Report Abuse

Teoseng up from 1.93 to 2.30 consecutive 11 days in green. Solid 2 weeks.
It might not attract any attention if you are not follow AI telur..
The Hugh profit is making us laughing for 11 days...

Correction is come finally..but expected...

As long as, the earning continue to growth, teoseng iis a good buy..

In fact, super profit 22.8c.... SUPERD!!

Posted by chshzhd > 2024-02-21 12:28 | Report Abuse

ts good profit is able to sustain even after subsidy to be remove later on , so buy on dip. tp 3-6

Posted by hng33 > 2024-02-21 13:53 | Report Abuse

Supported by strong demand, the company plans to augment its egg production capacity by 4.5m eggs per day in FY24, thereby stimulating prospective earnings. Additionally, in response to evolving consumer preferences, Teo Seng is broadening its product portfolio to include downstream offerings such as boiled eggs and processed old hen products. These strategic initiatives are expected to yield enhanced and stable margins compared to its core products.

Despite temporary subsidies and price ceilings to persist until 1H24, egg prices, particularly for table eggs, are forecasted to remain elevated due to high production costs. Looking ahead to fiscal year 2024, with the removal of price ceilings and subsidies on eggs, management foresees egg prices adjusting to postsubsidy levels, approximately 48sen/egg from 43sen currently.

Therefore, we anticipate Teo Seng's financial performance to remain strong in the coming quarters, driven by higher egg production. We project Teo Seng’s FY22-25F core net profit to register a strong CAGR of 77%, underpinned by capacity and product range expansions in the layer farming segment, along with steady contributions from the animal health product distribution segment.

This stock currently trades at an attractive FY24F PE of 4.7x, which is below the 5-year forward average of 8x. Though the company's current net gearing of 26.6x in rather exorbitant, Teo Seng is poised to address this by pairing down its debts via its strong cash flow upon the upliftment of egg ceiling price and subsidy regulations by the Government in 2024. Meanwhile, Teo Seng offers an attractive dividend yield of 6%, assuming a 30% dividend payout ratio, with the board intending to distribute dividends ranging from 20%-50% of its PAT

Posted by hng33 > 2024-02-21 14:51 | Report Abuse

Rakutan analyst said Teoseng current net gearing of 26.6x in rather exorbitant !!!???

It must be joke.....Teoseng current borrowing is only RM 59.8m, vs. current cash holding RM 98.9m. Even take into account non current borrowing RM 46.3 term loan, total debt only RM 106.1m, stripping out cash, Teoseng only have net borrowing RM 7.2m, vs, total equity RM 477m

Posted by Jack888 > 2024-02-21 15:36 | Report Abuse

Earning per share more than 50 sen.. OK.

Posted by MrFox > 2024-02-21 15:39 | Report Abuse

Rakutan analyst said Teoseng current net gearing of 26.6x in rather exorbitant !!!???

red because of it?????

Posted by hng33 > 2024-02-21 15:46 | Report Abuse

Do you know how much Rakutan analyst imply net gearing 26.6x for ? it mean Teoseng incur super huge borrowing 26.6x higher than its total equity RM 477m = RM 12.7 billion ...crazyyyyyy its brainless

In contrast, teoseng only mere have net borrowing RM 7.2m vs. annual profit RM 155m, simply record another quarter already turning Teoseng into NET CASH position

Posted by pang72 > 2024-02-21 17:15 | Report Abuse

Teoseng T4Q Result: ( EPS: 51.93, P/E: 4.24 )
Reference to industrial pe8, teoseng immediate target price $4.16

Posted by pang72 > 2024-02-21 17:17 | Report Abuse

Teoseng red is up too much as said of 11 conservative days up..
Some traders sell for short term profit..
After the correction will ride to $4.16

Posted by pang72 > 2024-02-21 17:18 | Report Abuse

The earning is the best so far for all counter in operating cash flow..
Expected zero debt next year for this huge cash flow pump in....

Posted by slmwei1978 > 2024-02-21 17:21 | Report Abuse

if the profit is good, coming Jun Dividen will be very high

Posted by pang72 > 2024-02-21 17:39 | Report Abuse

We hv enjoy great profit from teoseng in the past 6mons...
TEOSENG is my best performance stock so far quietly and surely.
Since, it beautiful QR out and certainly attracted many investors later..
No. More quiet earn money but hv to shout laugh laugh earning like ytlpower!!

Posted by Simonalibaba > 2024-02-21 19:51 | Report Abuse

Do be disheartened by the correction, it need to consolidate first before next move beyond 2.50.

Posted by SMInvest > 2024-02-21 23:16 | Report Abuse

buy LHI now which is Alternative to Teo Seng.

Posted by SMInvest > 2024-02-21 23:17 | Report Abuse

LHI TP 0.95

Posted by pang72 > 2024-02-21 23:48 | Report Abuse

Yes! LHI is mother company for teoseng...

Posted by pang72 > 2024-02-21 23:49 | Report Abuse

Buy any egg company... Teoseng, LHI....

Posted by SMInvest > 2024-02-22 00:19 | Report Abuse

pang72 @ hold tight both Teoseng, LHI

Posted by Mikecyc > 2024-02-22 05:56 |

Post removed.Why?