Posted by sunnylow > 2014-07-23 16:02 | Report Abuse

lai liow

Posted by sandho9 > 2014-07-23 16:37 | Report Abuse

I think I buy teoseng better than seal. Haha..

Posted by sunnylow > 2014-07-23 16:46 | Report Abuse

WHAT RESTRUCTURING ?

Posted by sunnylow > 2014-07-23 16:53 | Report Abuse

Privatisation?

Posted by tan84 > 2014-07-23 21:47 | Report Abuse

teo seng will produce 3.5 million eggs per day by 2017, currently stands at 2.8 million eggs per day

Posted by tjsun80 > 2014-07-23 22:52 | Report Abuse

what peer group does teoseng has?

Posted by tan84 > 2014-07-24 00:18 | Report Abuse

u mean company in same industry?

Posted by fightingfish88 > 2014-07-24 06:39 | Report Abuse

ts will buy cab, tpc？?

Posted by shinado > 2014-07-24 08:28 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/07/24/Teo-Seng-Capital-soars-on-offmarket-deal-30-million-shares-transacted-at-average-of-95-sen-apiece/

Posted by shinado > 2014-07-24 09:20 | Report Abuse

Teoseng's peer: QL Resources, LTKM, Huat Lai, Farm's Best, TPS Plus, Lay Hong, CAB Cakaran. Please correct me if I missed out on any others.

Posted by kh839 > 2014-07-24 09:54 | Report Abuse

Felda has disposed off part of its shareholding in the company .....

Posted by shinado > 2014-07-24 10:23 | Report Abuse

How do you know Felda is disposing? I do not see any announcement on that?

Posted by dragonking > 2014-07-24 11:53 | Report Abuse

PW consolidated

Posted by dragonking > 2014-07-24 11:59 | Report Abuse

MFlour

Posted by cytew > 2014-07-24 13:38 | Report Abuse

buy more, Tp 1.80 by cny.

Posted by sandho9 > 2014-07-24 13:43 | Report Abuse

Luckily bot teoseng instead of Seal. Hahaha...

Posted by sunnylow > 2014-07-24 14:08 | Report Abuse

felda disposed . see star online.

Posted by cytew > 2014-07-24 14:12 | Report Abuse

Pls provide the link

Posted by shinado > 2014-07-24 14:44 | Report Abuse

sunnyleow, is it the same link that I've provided? It says: "The shares could have been transacted by Emerging Glory Sdn Bhd or Koperasi Permodalan Felda, both owning 110.3 million shares and 40 million shares respectively." No definite answers as to who bought or sold Teo Seng shares. Either way, as long as fundamentals remain strong, this will be the best poultry business in Malaysia.

Posted by erkongseng > 2014-07-24 15:57 | Report Abuse

7252 teoseng 潮成资本 Rm 1.39 进场,丰衣足食.

Posted by hkhk > 2014-07-24 16:25 | Report Abuse

erkongseng, any news for this counter? tp?

Posted by erkongseng > 2014-07-24 16:37 | Report Abuse

食品消费股下来很好,tp=1.75

Posted by Simonalibaba > 2014-07-24 17:23 | Report Abuse

target price more than 2! by September! no need to wait till CNY! maybe rm3 by CNY

Posted by stncws > 2014-07-24 18:15 | Report Abuse

BUY TOMMORROW! 1.40

Posted by cytew > 2014-07-24 18:15 | Report Abuse

Rm 3 ,on what basis ? or just guessing only ?

Posted by pang72 > 2014-07-24 18:19 | Report Abuse

Some one control the price..else already hit 2.00

Posted by pang72 > 2014-07-24 18:20 | Report Abuse

They dun control the pricing....next week will hit 2

Posted by Simonalibaba > 2014-07-24 19:34 | Report Abuse

By September you will figure it out, why

Posted by erkongseng > 2014-07-24 20:51 | Report Abuse

teoseng 7252 潮成资本 Rm 1.39 进场的原因---
1)公司2013年共净利2342万,eps=11.7 sen ,dy=1.77%(2.5sen).

2)Q1首季赚了(1027万),EPS=5.14 SEN ,估算Q2,Q3,Q4都有4sen共12 SEN,
全年EPS=17SEN算,现RM 1.41 只是在PE=8.2 倍交易,明显被诋估了,
合理的PE=10 ,目标价=RM1.70 .NTA=RM 0.71
3)公司现金有3565万,债务为7482万.
4)30大股东已持有90.73%（181473张），市场流通量只有18527张,总股数为200000張.
TEOSENG 绝对是投资者的首选股，公司的潜在价值好，成长佳,将会是一只黑马股。
(最新24-07-2014的持股有改变Koperasi Permodalan Felda Malaysia Berhad
只存5%,其原有15%不知道去向何处,公开市场或其他買主.)
5)鸡蛋为人类主要食品,业务抗跌性强,永远不会有销售问题.
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rm4.50,
产自近永平区,其他品牌普通装賣rm3.50,价格比别家强,看到净利了.
个人整理与推算,进岀自负.
最新公司的基本资料与网站--

http://www.malaysiastock.biz/Cor ... p;securityCode=7252

Posted by erkongseng > 2014-07-24 20:52 | Report Abuse

teoseng 7252 tide into the reasons for entering the capital Rm 1.39 ---
1) Company 2013 total net profit 23.42 million, eps = 11.7 sen, dy = 1.77% (2.5sen).

2) Q1 earned in the first quarter (10.27 million), EPS = 5.14 SEN, estimates Q2, Q3, Q4 has 4sen total of 12 SEN,
Annual EPS = 17SEN count, now RM 1.41 just in PE = 8.2 times the transaction was estimated to be slander, and
Reasonable PE = 10, the target price = RM1.70 .NTA = RM 0.71
3) The company has 35.65 million in cash, debt of 74.82 million.
4) 30 major shareholder already holds 90.73% (181,473), the market liquidity of only 18,527, the number of shares to 200,000.
TEOSENG definitely preferred share investors, the potential value of the company is good, growth is good, will be a dark horse stocks.
(24-07-2014 latest shareholding has changed Koperasi Permodalan Felda Malaysia Berhad
Only keep 5% of its original 15% do not know where to go, the open market or other buyers.)
5) eggs for human staple food, business resilience and strong, never have sales problems.
6) Teoseng sale in Johor Bahru supermarket chicken low denier denier .10 steroid tablets containing vitamin E. price rm4.50,
Produced nearly Yongping area, selling other brands Regular rm3.50, prices stronger than other stores, saw net profit up.
Personal finishing with projections into the Chu conceited.

Posted by shinado > 2014-07-24 21:59 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1694401

I find it weird and fishy that Felda disposed at RM0.95. Who would dispose their share way below market value??

Posted by pang72 > 2014-07-24 23:45 | Report Abuse

They shld agree on the pricing before disposal. With the new share holder come in. Tro Seng may be ignited. Not like last time dead for years

Posted by pang72 > 2014-07-24 23:46 | Report Abuse

Ali baba.... has gave us good hints.....

Posted by pang72 > 2014-07-24 23:47 | Report Abuse

By..sept..corporate exercise.....but I guess by tomorrow ...stock price will going up day to day

Posted by pang72 > 2014-07-24 23:47 | Report Abuse

Happy investing....

Posted by erkongseng > 2014-07-25 07:49 | Report Abuse

teoseng 潮成的31-03-2014首季业绩浅谈---
从图中看到现金增加近1千万至4553万(30-12-2013为3565万),
而债务只增加133万至7615万(30-1202014为7482万)
己看到管理层在用心了,一切在改善中,步向净现金只是时间上而已.

从B1图表看到2014年的营业记录是8704万,2013年为7908万
只增加少许,但净利增加,2013是555万,2014是1355万,
因为鸡蛋更好的售价再加上较低的饲料成本.

从B2图表看到31-03-2014的营业记录是8704万,
31-12-2013的营业记录是8915万,减少近2百万,但净利增加,
31-12-2013是740万,31-03-2014是1355万,
因为鸡蛋更好的售价再加上较低的饲料成本.主要原料玉米与大豆下跌,
给公司很好的利润,以公司多年在旦鸡业的专业,只要不发生禽流感(相信
上次的経验己加强卫生了.)今年潮成业绩大好,美丽的前景己见到.
持有TEOSENG 7252 给你大丰收.

Posted by erkongseng > 2014-07-25 07:50 | Report Abuse

teoseng 31-03-2014 influx into the first quarter results of ---
Seen from the figure, an increase of nearly a cash 10,000,000 to 45,530,000 (30-12-2013 to 35.65 million),
The debt only increased from 1,330,000 to 76,150,000 (30-1202014 for 74820000)
Management has been seen in the heart, and everything to improve, the net cash just in time towards it.

Chart seen from B1 2014 years of business records is 87.04 million, 2013 was 79,080,000
Increased only slightly, but net profit increase in 2013 was 5.55 million, 2014 was 13,550,000,
Because eggs better price plus lower feed costs.

From the chart to see business records 31-03-2014 B2 is 87040000,
Business records 31-12-2013 was 89.15 million, down nearly 2 million, but net profit increase
31-12-2013 is 7.4 million, 31-03-2014 is 13550000,
Because eggs better price plus lower feed costs. Main raw material of corn and soybeans fell,
Good profit to the company, the company for many years in the professional denier chicken industry, as long as no outbreak of avian influenza (believe
The last inspection has been the strengthening of health of Jing.) Tidal year performance is excellent, beautiful outlook has seen.
You hold TEOSENG 7252 harvest.

Posted by erkongseng > 2014-07-25 07:53 | Report Abuse

1.42 buy in more morning

Posted by promaxsam > 2014-07-25 08:02 | Report Abuse

Guys remember how the MH drop from sky , price already high , careful .

Posted by shinado > 2014-07-25 09:22 | Report Abuse

Most stock price are quite high these days due to foreign funds buying. Gotta be careful if they start to sell.

Posted by talaking > 2014-07-25 12:51 | Report Abuse

why quiet oredi?

Posted by vioscity > 2014-07-25 12:52 | Report Abuse

target price RM 2.00 soon ...

Posted by bastionne > 2014-07-25 15:33 | Report Abuse

I think there is a change in chicken business fundamentals. I am no expert, but what i know is that revenue wont grow much, but if you look at the cost of feedstock, I think it has gone down significantly. From what I read, chickens are fed Corn + Soy Meal. If you look at both prices of this commodities, it has gone down significantly. These chicken companies are already making good money for the last few quarters (feed stock prices were low), but now it is even lower. This is my guess why people are chasing and why somebody went on to buy 30million of Teo Seng recently. Just my 2 cents.

Posted by shinado > 2014-07-25 16:41 | Report Abuse

bastionne what you say is true, and it does seems to me that Teo Seng is the top crop among these companies. I would say that it is Felda's loss that they disposed at RM0.95. Look at the current price now. That's 50.5% increase from what Felda got!

My calculated intrinsic value remains at RM2.35 for these few years. However, don't expect total smooth ride as Mr. Market is not predictable at all.

Posted by greddym3 > 2014-07-25 18:38 | Report Abuse

Teoseng is indeed an undervalued counter.with feed cost going down further, the company will make much more profit than last year.same goes to other poultry company. the only reason i can't invest in this company is that it is not shariah compliant.fortunately, LTKM is shariah compliant.both are good and currently trading at undemanding valuation.

Posted by LiveStrong > 2014-07-28 18:29 | Report Abuse

greddym3

1) Can you share your valuation on LTKM? What is the single driver you like the most in LTKM?

2) You cant or you won't invest?

Going through the AR2013 briefly, i feel that LTKM does not have a clear sense of expansion goals in poultry segment. I couldn't tell much on their operation. Having said that, it is a less riskier company with low gearing. Too overbought though.

Posted by greddym3 > 2014-07-29 11:26 | Report Abuse

Ltkm should be trading at the same valuation as teoseng as both their revenue and profit margin are identical. At rm1.40, teoseng is trading at future PE of 8. ltkm should be trading around RM4.50 with the same PE. Hence my target price is RM4.50. What I like about LTKM is their brand. It is long established and perceived as premium brand and those who buy their eggs are not price sensitive type.

I cant invest in teoseng because it is not syariah compliant.nothing bad about the company.

Yes there is no growth story for ltkm. Their operation is the most efficient since everything is run in one location. This counter is for value play and dividend.

Hope that explains.tq

Posted by talaking > 2014-07-30 14:42 | Report Abuse

ALL CHICKEN COUNTERS WENT TO SLEEP ALREADY.

Posted by talaking > 2014-07-31 09:36 | Report Abuse

heard anything about delisting ?

Posted by shinado > 2014-07-31 10:05 | Report Abuse

source? and why would it be delisting?