Posted by huat81 > 2015-02-25 09:46 | Report Abuse

Why want to sell? Be patience.good profit. Already up

Posted by Invest123 > 2015-02-25 09:51 | Report Abuse

V. good result. Price is dropping but it's an opportunity to buy.

Posted by oregami > 2015-02-25 10:09 | Report Abuse

If ppl dun sell how can u buy? Lol.

Posted by LCX1992 > 2015-02-25 10:13 | Report Abuse

Buy rate in 70 percent. Its still healthy for today

Posted by Jackynck > 2015-02-25 10:28 | Report Abuse

oregami.. i just not understand y people sell only la...

Posted by oregami > 2015-02-25 10:37 | Report Abuse

Hate to tell u that the Q4 report doesn't take account for the change in share capital because the corporate ex is after report closing date 31 Dec.
Total no. share is 300mil now. At $1.59 PE = 9.81

Posted by paperplane > 2015-02-25 11:08 | Report Abuse

still cheap if compared to average P/E of the industry. You see LayHong, QL, etc. All has high P/E above 10

Posted by oregami > 2015-02-25 11:14 | Report Abuse

Dun forget warrant has it's claim on company's equity too.

Posted by LEE CM > 2015-02-25 11:35 | Report Abuse

Warrant takes 5 years to exercise.....TS income would have double....

Posted by rajagoh > 2015-02-25 11:38 | Report Abuse

warrant is juz very new, still long way to go. no worry

Posted by donn > 2015-02-25 13:24 | Report Abuse

closing gap before more upwards.. BURSA ctrs not really rely on PE ratio.. study sentiment analysis then u understand..

Posted by paperplane > 2015-02-25 17:11 | Report Abuse

warrant not major concern lah. When concern willl give cash to company also. not much impact. TeoSeng profit growing is main point.

Posted by huat81 > 2015-02-25 17:20 | Report Abuse

If someone promoting tis ctr, sure will more buyer n up more.

Posted by huat81 > 2015-02-25 17:26 | Report Abuse

Tis ctr like as crouching tiger, hidden dragon

Posted by oregami > 2015-02-25 18:44 | Report Abuse

Selling egg & livestock food la. Not very prestigious business. Where got coverage by analyst.

Posted by simonalibaba > 2015-02-25 21:11 | Report Abuse

Family-owned and -run Leong Hup Holdings Bhd has opened up its equity holding to Affinity Equity Partners in a strategy to institutionalise and put professionals at the helm of the company.

Affinity has reportedly secured its first investment in Malaysia by acquiring a minority stake in poultry supplier Leong Hup International in a deal that valued the company at around US$600 million excluding debt.

A company executive, when contacted, was tight-lipped about the deal. “The management does not want to disclose anything yet, we were given specific instructions,” the executive explained. But did not deny the deal.

The private equity firm was understood to have approached Leong Hup in 2012, right before it was taken private from the Malaysian stock exchange. At that point, the company was valued at MYR427 million (US$130.5 million).

Leong Hup consolidated its operations under a single holding company in which Affinity holds a stake, and market experts say the restricting was undertaken to facilitate the deal.

The exercise was also part of Leong Hup’s long-term succession planning, to gradually relinquish day-to-day management duties to professionals.

Affinity was also expected to support the company’s expansion within Southeast Asia, from growing its presence in Vietnam and Indonesia to consolidating its position in Malaysia.

Leong Hup is a major upstream poultry player in Singapore, Vietnam and Indonesia providing feed, parent stock and day-old chicks to independent farmers.

The company was first listed on the Bursa Malaysia in 1990. It was delisted in April 2012 by the founding family as the stock was illiquid.

It started a processed foods division last year called Malindo Feedmill. This unit is listed on the Jakarta Stock Exchange with a net sales of IDR4.2 trillion (US$345 million) in 2013, 25% higher year-on-year. Net income fell 20% to IDR241 billion mainly due to foreign exchange losses.

Affinity Equity Partners is among the largest private equity firms in Asia, focusing on leveraged buyout and growth capital transactions.

Affinity advises and manages over US$7 billion of funds and assets. The firm has completed transactions in nine countries with total value aggregating US$12 billion to-date.

Posted by simonalibaba > 2015-02-25 21:13 | Report Abuse

Affinity is now a substantial minority in Teoseng controlling shareholders

Posted by huat81 > 2015-02-26 09:44 | Report Abuse

Good info.thks.which source sharing tis info?

Posted by jupiter > 2015-02-26 11:34 | Report Abuse

为什么掉了，我还没卖到。。

Posted by Jackynck > 2015-02-26 11:57 | Report Abuse

jupiter, u can sell it at rm1.58...

Posted by mouyanseng > 2015-02-26 12:01 | Report Abuse

赚大钱的公司，做么卖掉？应该买更多才对~

Posted by oregami > 2015-02-26 12:06 | Report Abuse

jupiter. T3 for the big white candle. It's normal.

Posted by oregami > 2015-02-26 14:22 | Report Abuse

Hi, simonalibaba. Can't find Affinity in it's annual report. Pls advice. Thanks.

Posted by mouyanseng > 2015-02-26 14:43 | Report Abuse

checked 2013 annual report, no 12 largest shareholder is Leong Hup.

Posted by jupiter > 2015-02-26 14:47 | Report Abuse

但是我不懂，要放到什么时候哈哈哈

Posted by jupiter > 2015-02-26 14:47 | Report Abuse

你们放到什么时候的

Posted by kh839 > 2015-02-26 15:24 | Report Abuse

Affinity should be the minority shareholder of Leong Hup instead of TS

Posted by mouyanseng > 2015-02-26 15:53 | Report Abuse

yeah, is like you are shareholder of Genting, you indirectly own Genting Singapore.

Posted by mouyanseng > 2015-02-26 16:16 | Report Abuse

jupiter, 两个情况：1。公司开始没赚钱或业绩下掉，没股息。 2。公司还是赚大钱，但是遇到股市小调整，就快快放掉，然后低价再买回。

Posted by huat81 > 2015-02-26 16:55 | Report Abuse

Good stock is good profit.no panic be patience.invest not for one day performance

Posted by philan > 2015-02-26 17:06 | Report Abuse

Depending on yourself, if you want fast money roller coaster ride, teoseng not the type that will get you stimulated =P

Posted by huat81 > 2015-02-26 17:17 | Report Abuse

Total agreed

Posted by huat81 > 2015-02-26 17:26 | Report Abuse

I was learned mistake from my past experience. Jupiter

Posted by LEE CM > 2015-02-26 17:52 | Report Abuse

Poultry sector perform well in 2014...huat81....take note also Huatlai shares......

Posted by simonalibaba > 2015-02-26 21:11 | Report Abuse

Huat lai revenue is 3 times bigger than teoseng but profit is half, something is not right

Posted by greddym3 > 2015-02-26 21:14 | Report Abuse

both are in poultry but huat lai is focused on broiler (meat) while teoseng is focused on layer (egg)

Posted by simonalibaba > 2015-02-26 21:17 | Report Abuse

Hehehe, have you heard of blind men and an elephant

Posted by simonalibaba > 2015-02-26 21:21 | Report Abuse

This teoseng is the best layer with highest roe and div yields. Ok I will comment with you guys when it's 2, I am also one of the blind man with an elephant. Hehehehe

Posted by huat81 > 2015-02-27 07:12 | Report Abuse

Thanks lee cm

Posted by oregami > 2015-02-27 09:14 | Report Abuse

LTKM $5.xx so many ppl chase. TeoSeng $1.6x no ppl chase. Everyone became value investor?

Posted by Jackynck > 2015-02-27 09:49 | Report Abuse

nvr mind la... at least got buyer n move up slow n steady den will be ok liao...

Posted by huat81 > 2015-02-27 10:41 | Report Abuse

Yup. Slowly up better than dtop

Posted by LCX1992 > 2015-02-27 10:53 | Report Abuse

Got news ? why pushing ?

Posted by philan > 2015-02-27 10:53 | Report Abuse

oregami, you cant compare LTKM and teoseng based on price alone.

If not mistaken, LTKM EPS and DY is way higher than Teoseng.

Having said that TS has plenty more potential... Anyone remember Teoseng expanding at the moment and will be done by 2016?

Posted by oregami > 2015-02-27 10:56 | Report Abuse

Wat happened? Hehe..

Posted by Invest123 > 2015-02-27 11:00 | Report Abuse

Cheap so investors buy more.

Posted by Invest123 > 2015-02-27 11:03 | Report Abuse

Heading for RM1.80

Posted by oregami > 2015-02-27 11:04 | Report Abuse

Tats way I say everyone became value investor, philan. They go for LTKM, which is cheaper in terms of value. But investment is all about future. LTKM doesn't have good expansion plan. Cash is pilling up. No borrowing at all (not using other's money to make money). This results on low ROE. I like TeoSend better!

Posted by philan > 2015-02-27 11:04 | Report Abuse

OK, the previous resistance of 1.67 (after bonus shares) are shattered... All time high...

Posted by huat81 > 2015-02-27 11:15 | Report Abuse

Philan, r u right.TS expanding till 2016.tis company very low profile la