TEO SENG CAPITAL BHD

KLSE (MYR): TEOSENG (7252)

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Last Price

2.37

Today's Change

-0.01 (0.42%)

Day's Change

2.36 - 2.39

Trading Volume

171,800


7 people like this.

6,273 comment(s). Last comment by markgold 1 week ago

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-08 15:37 | Report Abuse

鸡蛋为人类主要食品,业务抗跌性强,永远不会有销售问题.公司的Roe=20.6
Teoseng 于新山超市出售的鸡旦.10粒裝低旦固醇与含维他命E.售价rm4.70,
产自近永平区,其他品牌普通装賣rm4.00,价格比别家强,看到净利了.
rm2.17 现在teoseng机会进场.
红股的事可能会延迟多一季,如果有延迟的话,
第三季的盈利报告出炉时会宣布再派多一次股息,如果没延迟的话,第三季报告出炉过后就会宣布了
哈哈,人棄我取。

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-08 15:41 | Report Abuse

有股息有红股还有WA.

Ivanlim89

24 posts

Posted by Ivanlim89 > 2014-10-08 16:01 | Report Abuse

60cents的时候 我妈妈就叫我买了 我不信 没买到....ZZZZ

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-08 16:44 | Report Abuse

网友分享--just to share my queries to the management and their reply:

Q1. I understand that Teo Seng's farm 8 has been banned from exporting to Singapore due to Salmonella Enteritidis quoted by a few press. May i know what is the root cause of this?
http://www.chinapress.com.my/node/565038
A: There is only one export farm out of our 8 accredited export farms banned by the authorities of Singapore. Salmonella infection in chickens can be due to many factors. It is the bacteria that can be commonly found in the environment and therefore chickens may get the bacteria from long list of possibilities. However, our company have reviewed our internal monitoring and control measures so that our customer’s health will not be compromised and they are remain confident in our products.

Q2) Any possibility that other farms also have the same problem but not detected by authority yet?
A: We have immediately strengthen our existing internal monitoring and control measures across all the farms apart from our stringent protocol as stated in our National Salmonella Control and Eradication Programme (NASCEP) by the Department of Veterinary Services, Malaysia. We also strengthen our Food Safety Management Systems by reviewing and take all the necessary measures as stated in our Hazard Analysis and Critical Control Point (HACCP). We would like to add that our recent internal monitoring and investigation have so far revealed that our other farms are not affected.

For your information, Salmonella bacteria will be killed / deactivated when they are exposed to a temperature above 60 Degree Celsius. Therefore, the eggs should be cooked until both egg yolk and egg white are firm.

Q3) i understand that teo seng is currently expanding the farms and can i know what is the status and progress now?
A: Teo Seng is progressively expanding its farming projects and other supporting businesses. At present, it is the third largest egg producer in Malaysia and prepare to be the second largest egg producer in line with its expansion plans. There are a lot of on-going projects to enhance the future earnings of the Group.

Q4: May I know what is the contribution of farm 8 (the one banned by Singapore) in terms of group's total capacity?
A:The contribution of farm 8 is not significant and we can resubmit our application for approval. Besides, we can also replace other farms for exporting eggs to Singapore.

Q5: I was told that there is restructuring on going at leong hup group of companies involving Teo Seng as well, wondering could you share some brief information regarding that?
A:We were told that there are some changes on the group structure of Leong Hup. So far, nothings have come to our attention which will affect Teo Seng.

greddym3

286 posts

Posted by greddym3 > 2014-10-08 22:21 | Report Abuse

perhaps teoseng farm can implement bio-security system like LTKM

limtl

10 posts

Posted by limtl > 2014-10-09 13:51 | Report Abuse

Anyone knows ..when is bonus news coming ?

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-09 15:43 | Report Abuse

每天两粒快乐旦(happy egg),给你精力充沛,
happy egg 风行海内外,销售長红,Rm2.20買入与守住是良策,
就像股价一样有好的市场,哈哈!

Posted by Simonalibaba > 2014-10-09 23:31 | Report Abuse

If I know also won't tell you. Bonus is to reward long term shareholders like Erkongseng

victan

111 posts

Posted by victan > 2014-10-10 16:46 | Report Abuse

today eat 1pc happy egg.

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-10 18:00 | Report Abuse

Eggs exempted from gst ,haha

sting79

760 posts

Posted by sting79 > 2014-10-11 00:25 | Report Abuse

http://www.thestar.com.my/News/Nation/2014/10/10/Budget-2015-full-speech-text/

68. Of the 944 goods and services in the basket of goods of the CPI, the prices of 532 items or 56% are expected to reduce up to 4.1%. Among the goods are medicines, electrical appliances such as refrigerators and washing machines, textile products, plastic products such as pails and plates, shoes and slippers, household furniture, baby diapers, soap, meat, chicken eggs, cooking oil, seafood, rice and vegetables.

Price of eggs may reduce up to 4.1%, time for teoseng to lower its cost to cover up the slight loss in profit?

philan

462 posts

Posted by philan > 2014-10-11 12:27 | Report Abuse

Hi Erkongseng how you doing? I'm still holding my beloved teoseng, waiting for my TP at min RM3 still ;)

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-11 21:15 | Report Abuse

I am long term holding teoseng.

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-12 18:35 | Report Abuse

Layhong的 Q2 (7,8,9月)净利大副度上升至 629 万,因此个人估算teoseng 的Q3(7,8,9月)净利美美,
有1000~1100万,哈哈!丯衣足食就进入吧$
http://www.youtube.com/watch?v=epAEvt7zpyQ

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-12 18:45 | Report Abuse

美国大趋势延长,中国,日本股市倔起。

LiveStrong

103 posts

Posted by LiveStrong > 2014-10-12 22:06 | Report Abuse

Queued at 2.16 =)

Anyone knows when the 3rd quarter result will be out?

Thanks erkongseng for providing such a good feedback from the company

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-13 07:25 | Report Abuse

Livestrong 兄,welcome to board teoseng is good future and growth stock, chance to buying 2,16,i want add buy.

LCX1992

290 posts

Posted by LCX1992 > 2014-10-14 09:43 | Report Abuse

Diving

victan

111 posts

Posted by victan > 2014-10-14 10:11 | Report Abuse

erkongseng,today big sales!got buy?

ironman3

115 posts

Posted by ironman3 > 2014-10-14 10:16 | Report Abuse

wow... really big sale.... time to buy....

ironman3

115 posts

Posted by ironman3 > 2014-10-14 11:32 | Report Abuse

strong rebound...

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-14 11:50 | Report Abuse

Chance buying2,09

LiveStrong

103 posts

Posted by LiveStrong > 2014-10-14 13:09 | Report Abuse

erkongseng 兄 i bought at 90 cents about half a year ago =)

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-14 15:21 | Report Abuse

经过10天teoseng 从rm2.48 下降了近20%,(50 sen)
今早至rm1.98 ,相信是最低点了,现在rm2.07是机会进场,雨后有彩虹.在標青业绩与估计红股大前题下,我会守住.

Dowjones

168 posts

Posted by Dowjones > 2014-10-14 16:15 | Report Abuse

mkt bad

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-14 17:14 | Report Abuse

this time is chance to collect good stock,teoseng rm2.10 can collect for good profit.

kh839

77 posts

Posted by kh839 > 2014-10-14 23:44 | Report Abuse

good timing to accumulate and waiting for rebound...

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-15 05:06 | Report Abuse

Q3 is good profit ,perhap give dividen

dowjones

168 posts

Posted by dowjones > 2014-10-15 08:35 | Report Abuse

Let's go and buy now

philan

462 posts

Posted by philan > 2014-10-15 09:12 | Report Abuse

erkongseng, perhaps? Given how close I judge you are to Teoseng, you shud have got "the news" by now, right? ;)

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-15 11:47 | Report Abuse

3~5 sen ,i love happy egg

LEE CM

26 posts

Posted by LEE CM > 2014-10-16 13:27 | Report Abuse

C liau

dowjones

168 posts

Posted by dowjones > 2014-10-16 13:50 | Report Abuse

mkt lau sai liao

jupiter

1,518 posts

Posted by jupiter > 2014-10-16 15:57 | Report Abuse

T.T

victan

111 posts

Posted by victan > 2014-10-16 16:00 | Report Abuse

heart training.....

Posted by Taufikshafii > 2014-10-16 16:06 | Report Abuse

ngap2 at 1.88

victan

111 posts

Posted by victan > 2014-10-16 16:36 | Report Abuse

1.85.....

Posted by Taufikshafii > 2014-10-16 17:26 | Report Abuse

wasey lihai

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-16 17:29 | Report Abuse

明天回升.

greddym3

286 posts

Posted by greddym3 > 2014-10-16 18:40 | Report Abuse

haha ltkm also drops alot. dont worry people will not stop eating egg

erkongseng

3,192 posts

Posted by erkongseng > 2014-10-16 18:44 | Report Abuse

Yes,i eat two happy eggs daily.

Posted by Simonalibaba > 2014-10-16 20:29 | Report Abuse

Investment is abt buying good shares and let them perform in term of earning. Then it will be reflected in eps thus the share prices will reflect it value. What have change since the high? Lots of changes. Oil price drop will bring down the costs of doing business! It will drive raw materials like corn and soy lower. So the inputs and transportation costs and generating lower. It will help propel the world economy. It's like injecting usd1.1 trillion as stimulus to the world economy!

Posted by Simonalibaba > 2014-10-16 20:31 | Report Abuse

Yes, sentiment negatif? Please use our brain guys, don't leave home with it. Price drop, good buy cheaper. More ROI later come CNY

Posted by Simonalibaba > 2014-10-16 20:34 | Report Abuse

If we are buying commodities stocks like mining, plantation, ah ha then you will see more losses going forward. But not the consumer stock like teoseng. The recent drop in corn prices will reflect in their quarterly results for at least 2 qtr.

kh839

77 posts

Posted by kh839 > 2014-10-16 23:02 | Report Abuse

Its very sure that the profit result of next annoucement and current quarter should be another record high. For those with holding power, cant see any reason why u need to be panic. Perhaps its a good time to accumulate more at lower price.

dowjones

168 posts

Posted by dowjones > 2014-10-17 00:38 | Report Abuse

Good analysis

jupiter

1,518 posts

Posted by jupiter > 2014-10-17 08:55 | Report Abuse

这么看来,还可以在买进?

philan

462 posts

Posted by philan > 2014-10-17 09:07 | Report Abuse

3rd Q will better than any of the first half Q results. Potential div, bonus share/ warrant is on the way, erkongseng, please correct me if I'm wrong ;)

Posted by buyhighselllow > 2014-10-17 09:25 | Report Abuse

don panic if the FA is good... defensive stock will last for long term

ironman3

115 posts

Posted by ironman3 > 2014-10-17 12:31 | Report Abuse

time to accumulate... teoseng is giving second chance for those that missed the earlier boat

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