Posted by erkongseng > 2014-08-26 19:22 | Report Abuse

teoseng 潮成的30-06-2014第二季业绩浅谈---
从图中看到现金减少954万至3599万 (30-03-2014为4553万),
而债务减少1776万至5839万 (30-03-2014为7615万)
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.
同时派送5 sen股息.

Posted by t816b > 2014-08-26 21:26 | Report Abuse

Simonaliaba, what is the special dividend? Didn't see it from the announcement.

Posted by erkongseng > 2014-08-27 04:55 | Report Abuse

1.95 chance to buy in,end year is 3.00 ,best 鸡旦股

Posted by erkongseng > 2014-08-27 06:30 | Report Abuse

Teoseng7252 过去3年的股东回報率(roe)有15以上,今年roe可达20,实为同行之冠,说明管理层精明,是成長与价值首选股,产业不買可以租,鸡旦不吃,真的很难,哈哈,幸福之未耒己看到$

Posted by erkongseng > 2014-08-27 11:11 | Report Abuse

Chance to eat happy egg,happy every days,haha

Posted by erkongseng > 2014-08-27 15:33 | Report Abuse

Rm2,00 will coming

Posted by erkongseng > 2014-08-27 20:23 | Report Abuse

Simonalibaba brother, why you so confirm can to rm3?

Posted by shinado > 2014-08-27 22:13 | Report Abuse

Simonalibaba you hold since 0.60? Wow congrats! You can laugh your way to the bank now!

Posted by Simonalibaba > 2014-08-27 22:14 | Report Abuse

Let the owner or company make the announcement on 9 September regarding their reorganization. From there u will realized QL is much smaller than them and they should have higher valuation through teoseng first before their new LH group relisting. Being the largest should have higher multiple. U can work out the multiple u want assuming eps of 20 cents. What u think they should get? 15? Bear in mind no fund management buy into the stock yet. When the FM start buying, u do the imagination. With 40 million free cash flow, potentially special div? What about bonus issue? Warrant? Hmmm?

Just look at other poultry player? What the heck is happening to them? Except QL, what are they doing if u think LH reputation no good? Look at what they did to Malindo feed meal in Indonesia, that stock move from 200 to 4000!

Posted by erkongseng > 2014-08-28 06:48 | Report Abuse

Buy in 1.95 more

Posted by Flintstones > 2014-08-28 09:05 | Report Abuse

Very happy with a FW P/E of 13-15 for teo seng assuming full year EPS is 0.20. If you look at the broad market today, there is almost no theme left in play. Wanna play large caps? Valuation is expensive. Wanna play O&G? No news flow. Wanna play plantation? Bearish outlook. Wanna play property or consumer? GST slow down next year. The only industry that has catalysts now is poultry. And those major newspapers and research house havent published their views yet. Once they do, all users in this column will be a happy man come year end.

Posted by erkongseng > 2014-08-28 17:54 | Report Abuse

TEOSENG LIKE--https://www.facebook.com/video.php?v=555809797878314&set=vb.303788979747065&type=2&theater

Posted by erkongseng > 2014-08-29 06:44 | Report Abuse

Chance to buy in 1,95

Posted by greddym3 > 2014-08-29 11:58 | Report Abuse

egg business doing very well currently.both teoseng and ltkm reported increased profit.both see the next quarter to be positive as feed cost has gone down significantly.

Posted by erkongseng > 2014-08-29 17:13 | Report Abuse

玉米又下跌了,接下来净利还是美丽的,1,91 机会进入,资本增长大！加码

Posted by erkongseng > 2014-08-29 17:26 | Report Abuse

丰收期，玉米，大豆，小麦价格节节败退。
teoseng 的成本下跌,旦价保持稳定,因此teoseng的净利可增强.加码好机会.
Monday, 25 Aug 2014
Corn retreats on forecast of record crop

* New-crop soybeans hit contract low, wheat falls

(Updates with U.S. trading, analyst's comment; changes byline, dateline from HAMBURG/SINGAPORE) Aug 25 (Reuters) - Chicago corn futures fell on Monday after two straight days of gains while soybeans slid to a contract low on forecasts of record crops in the United States. Wheat also weakened as the focus returned to large global crops. Recent rain in the U.S. Corn Belt was helpful for the corn crop, which was already expected to be the biggest-ever, said Karl Setzer, market analyst at Max-Yield Co-op in West Bend, Iowa. "The crops that are coming on are looking pretty good across the United States (and) one of the big things is funds are holding long positions," Setzer said. "So we're seeing some liquidation. There is just more sellers than buyers in the pit." Chicago Board of Trade new crop December corn fell 1.3 percent or 4-3/4 cents to $3.66-3/4 a bushel by 9:36 a.m. CDT (1436 GMT). New crop November soybeans dropped 0.8 percent or 8-1/4 cents to $10.33-3/4 a bushel after hitting a contract low of $10.32-1/2 a bushel earlier in the session. December wheat fell 0.9 percent or 5-1/4 cents to $5.57 a bushel. "We see lower prices for corn, soybeans and even wheat largely driven by fundamentals," said Phin Ziebell, agribusiness economist at the National Australia Bank. Farm advisory service Pro Farmer on Friday forecast the U.S. 2014 corn crop at a record 14.093 billion bushels after completing its crop tour of U.S. grain belts. The U.S. Department of Agriculture (USDA) last week estimated the crop at a record high of 14.032 billion bushels. The results of the Pro Farmer crop tour are widely viewed as a landmark assessment of the U.S. corn crop every year as it makes field-level observations across the seven states that account for roughly 70 percent of U.S. production. The Pro Farmer tour results fuelled expectations among analysts that the USDA will soon raise its U.S. corn yield forecast. Corn and soybeans typically come under selling pressure around this time of year when traders determine the crop's size has largely been determined, Setzer said. "A lot of guys are (thinking) the crop is made, which isn't 100 percent accurate," he said. "There is still some time for yield loss. But yields are projected so high, especially in corn, that even if we take off a bushel or two, it really wouldn't affect the balance sheets all that much." Pro Farmer forecast U.S. soybean production at 3.812 billion bushels, with an average yield of 45.35 bushels per acre. Last week, the USDA put the crop at an all-time high of 3.816 billion bushels, with a yield of 45.4 bushels per acre. The market focus for wheat on Monday was moving from the conflict between Russia and Ukraine to the ample global wheat supply outlook, analysts said. The market eyed, however, wet weather in the U.S. northern Plains that has threatened the quality of the spring wheat crop.
http://www.cnbc.com/id/101944462

Posted by erkongseng > 2014-08-30 18:36 | Report Abuse

Teoseng 7252 潮成 ,2014 财年估计eps =20 sen,现Rm 1, 91只是在pe=9,5 倍交易,
明显是低估了,合理的pe=15倍,股价有Rm3,00 ,此时进入可获5sen免税股息(曰期再通知),
又一次丯衣的机会,只供参考,进出自负.
http://www.investalks.com/forum/forum.php?mod=viewthread&tid=5236&pid=3359338&page=6&extra=#pid3359338

Posted by erkongseng > 2014-09-01 11:43 | Report Abuse

Teoseng 7252潮成～後市看好,值得持有与買进Rm1.91
我的姪女在潮成做书记,近来龙合大量收集附近地皮(YONG PENG),
朋友的7英亩地就以毎亩118K出售给LHG,看来公司未来有业务扩大之势.
Teoseng 之厂外观(位于YONG PENG 永平之旦格厂)
---刘文源先生领导下的龙合控股有限公司已成为一个规模宏大的跨国集团公司，年营业额达到马币30亿元，目前集团之畜牧产品皆供应到马来西亚、新加坡、印尼、越南等市场，每月平均所供应的畜牧产品如下：
（1）鸡雏2千500百万只；
（2）肉鸡1千200百万只；
（3）鸡蛋7千万粒；
（4）肉鸭50万只；
（5）肉猪1万2千只；及
（6）饲料10万吨。
它所涵盖的业务广阔多元，主要是畜牧业，其中以鸡、鸭、猪只的生产为主，连带一条龙作业，包括饲料、食品加工、其他肉类进出口等。还有种植业、娱乐业、旅游业、建筑业等等。投资范围遍及马来西亚、中国、新加坡、印尼、菲律宾及越南等国。
作为他本人，目前在集团及其属下多家公司担任决策性高职，主要包括：龙合控股有限公司任董事主席，特佳控股有限公司任董事主席，潮成资本有限公司任发展顾问，印尼Pt.Malindo.Feedmll,Tbk任董事主席等
http://kongsenger.blogspot.com/

Posted by erkongseng > 2014-09-01 13:22 | Report Abuse

潮成资本--未来的金鸡母,
10粒装出售 Rm4.50 ,和LTKN 一样价钱.
http://www.youtube.com/watch?v=VRTsNmhJ1oI

Posted by Simonalibaba > 2014-09-01 17:47 | Report Abuse

Have we all forgotten what we were taught by our teacher and we have been telling our children ? Don't kill the Goose that lay the Golden Eggs! Teoseng is the Goose that lay the Happy eggs. This is your chances!

Posted by limtl > 2014-09-01 18:36 | Report Abuse

Killing the goose ..... privatization ?

Posted by Simonalibaba > 2014-09-01 22:18 | Report Abuse

I mean hold on to your teoseng ,don't take profit so soon, more Golden Eggs to come. My friends sold their Teoseng at 1.50 and buy all rubbish shares like PDZ Sumatec ,

Posted by erkongseng > 2014-09-02 06:52 | Report Abuse

Teoseng is a gold chicken ,product gold eggs,haha,buy buy$

Posted by greddym3 > 2014-09-02 10:36 | Report Abuse

syndicate selling down teoseng to attack ltkm hehe

Posted by beverley96 > 2014-09-02 11:22 | Report Abuse

this can put long term?

Posted by Simonalibaba > 2014-09-02 22:13 | Report Abuse

10% of DAILY eggs supply (2.8 million)in Mal and Spore are from Teoseng! Look at their ROE 20%! Will improve from now onward due to better distribution logistic in Spore. Huat lai is 3 times bigger but earned less and low ROE only 15% and very low div. Why ? Too much borrowing as compare to Teoseng. This is your bluechip in the making. Imagine a day where we did not eat food that contain eggs? Plus now in a very favorable environment where raw material ie corn price is very low but eggs price are stable. Bingo!

Posted by surelaughnonstop > 2014-09-02 22:14 |

Post removed.Why?

Posted by surelaughnonstop > 2014-09-02 22:15 |

Post removed.Why?

Posted by erkongseng > 2014-09-03 08:58 | Report Abuse

1,87 buying

Posted by erkongseng > 2014-09-03 18:34 | Report Abuse

人造旦,不攻自破,人民还是忠于原味,天然的营养,
远离黑心食品,鸡蛋为人类主要旦白质来源,业务抗跌性强.
teoseng 你的首选鸡蛋股.
teoseng 7252潮成生产的happy egg 安心享用--
http://www.youtube.com/watch?v=ortMIxJPEDc&feature=youtu.be

Posted by erkongseng > 2014-09-03 18:35 | Report Abuse

Teoseng 7252 潮成 ,依然保持成长势头,
公司估计2017年时,每天的鲜旦将由现在的280万粒
提升至350万粒,那么2017年的净利会是---
a)2014年估计净利4000万(Q1+Q2己有1988万)
EPS=20 SEN,全年达标机会大.合理的PE=15倍,股价=Rm3.00
b)若是生产成本不变,2017年若成功每天生产370万粒,净利提升25%(达到5000万),
EPS=25SEN,合理的PE=15倍,股价=Rm3.75
c)老板诚信好,赚多派送也多,免税5 sen股息(15-9-14除权,29-9-14过戶).
d)现在价位Rm1.91是吸引人的,机会不常有,趁低进场.我愛Happy egg.
只供参考,进出自负.

Posted by erkongseng > 2014-09-03 18:35 | Report Abuse

Teoseng 7252 tidal, maintaining the growth momentum,
The company estimated that in 2017, the daily fresh denier from the current 2.8 million
Increased to 3.5 million, the 2017 net profit would be ---
a) 2014 estimated net profit 40 million (Q1 + Q2 has had 19.88 million)
EPS = 20 SEN, annual compliance great opportunity. Reasonable PE = 15 times the price = Rm3.00
b) If the cost of production unchanged in 2017 if the successful production of 3.7 million a day, lifting net profit 25% (up to 50 million),
EPS = 25SEN, reasonable PE = 15 times the price = Rm3.75
c) the integrity of a good boss, earn more delivery is also more tax-exempt dividend of 5 sen (ex 15-9-14, 29-9-14 transfer).
d) Now the price is attractive Rm1.91 opportunity is not often, bargain approach I love Happy egg.
For reference only, and out of conceit.

Posted by Simonalibaba > 2014-09-04 18:03 | Report Abuse

Sept 9 2014. Will reaffirm the valuation.

Posted by t816b > 2014-09-04 20:32 | Report Abuse

Simonalibaba, what do you mean?

Posted by kh839 > 2014-09-05 09:28 | Report Abuse

Any new development on 9/9?

Posted by ironman3 > 2014-09-05 09:50 | Report Abuse

How to calculate the 25% Div ?

Posted by kh839 > 2014-09-05 10:02 | Report Abuse

Par value 20cts x 25%= 5cts

Posted by ironman3 > 2014-09-05 11:50 | Report Abuse

thanks kh for the explanation. Appreciate it ! :)

Posted by ironman3 > 2014-09-05 15:12 | Report Abuse

rm2 already.....

Posted by limtl > 2014-09-07 18:02 | Report Abuse

Wah ....ayam can turn into goose ar ...nanti keluar duck's egg how ?

Posted by erkongseng > 2014-09-08 17:24 | Report Abuse

teoseng 7252 潮成rm 2.13 忍不了再次加码.
i love happy egg ,带来健康好身体.

Posted by kh839 > 2014-09-08 18:28 | Report Abuse

TP PE15

Posted by pang72 > 2014-09-08 18:33 | Report Abuse

Power never ending.keep testing our heart rate

Posted by air01557 > 2014-09-08 21:26 | Report Abuse

crucial resistance broken with improving vol - immediate target 2.28

Posted by gohcheehoh > 2014-09-08 23:46 | Report Abuse

Gd stock n Wait u at 2.5

Posted by erkongseng > 2014-09-09 10:00 | Report Abuse

i love happy egg ,带来健康好身体.Q3时(11月底)会抵达RM2.50,

在公司加强防护设施后,禽流感来襲几率很小,大可安心,teoseng每年有约3%的成長,
你说可以持有吗?就算pe=15,股价rm3.00,長远还是价值的,看看QL分了几次红股,
论资产负债表，成长等TEOSENG是不会差QL的,是支强牛股.

分享网友阿boon兄之股---
TEOSENGhttp://bblifediary.blogspot.com/

Posted by Ravi Kumar > 2014-09-09 10:02 | Report Abuse

A fantastic undervalued stock recommended by OTB when it was 1.1+++

Posted by yeoh22 > 2014-09-09 11:40 | Report Abuse

come today will shooting up to 2.3

Posted by yeoh22 > 2014-09-09 11:42 | Report Abuse

why no people collect ...collect buy..buy...come on buy until 2.21

Posted by erkongseng > 2014-09-09 12:05 | Report Abuse

分享网友Chengyk兄之股---
家畜业 (http://chengyk.blogspot.com/2014/09/blog-post.html)