TEO SENG CAPITAL BHD
KLSE (MYR): TEOSENG (7252)
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Last Price
2.40
Today's Change
0.00 (0.00%)
Day's Change
2.36 - 2.42
Trading Volume
597,400
Profile
TEO SENG CAPITAL BHD
Exchange: Bursa Malaysia Bursa Malaysia
Country Code: MY MY
Currency: MYR MYR
Sector: CONSUMER PRODUCTS & SERVICES CONSUMER PRODUCTS & SERVICES
Subsector: AGRICULTURAL PRODUCTS AGRICULTURAL PRODUCTS
Index Group: CONSUMER PRODUCTS & SERVICES CONSUMER PRODUCTS & SERVICES
Category: ORDINARY SHARE ORDINARY SHARE
Syariah Flag: No No
Short Sell Flag: Yes Yes
IDSS Flag: Yes Yes
Description
Teo Seng Capital Bhd engages in poultry farming business. The company operates through Investment Holding; Trading of Pet Food, Medicine, and Other Related Products; and Poultry Farming segments. It produces eggs. The firm also manufactures and markets paper egg trays and animal feeds, as well as distribute food, medicine, and other health products. In addition, it trades in and generates energy through the establishment of biogas plants; and is involved in the wholesale, import, and export of eggs products. Further, the firm provides waste management and cool room services. It also produces, processes, preserves, and wholesales meat and meat related products; and engages in the fertilizer and agriculture businesses. The firm earns most of its revenue from Poultry Farming segment.
Address
Discussions
7 people like this. Showing 50 of 6,264 comments
The big share holder disposed 3mil share on 12th , but the open market transaction was only 600k that day , that means this could be off market transaction , anybody has the details ??
1 month ago
If a company is the market leader, low P/E, negligible debt, high cash and paying reasonable dividends, whats there to worry. Even if US market crash tomorrow, how much u think this can drop. Current PE is 3.5x, forward PE is 2.5-3x and will have an even bigger cash reserve then
1 month ago
undervalued stock with low PE , should be can break 52weeks high since MYR strong up now~
1 month ago
Dont forget subsidy will be reflected in the coming QR and can expect more interim div
1 month ago
For so many reasons. Teo Seng is no 1 producer, most efficient. Highest margin. Cash rich. Related to LHI.
1 month ago
We should see one off 26mil gain (sold Singapore asset ) as well .. If government paid all the subsidy on time , teh next QR profit may be is another record high again with all these income ...
1 month ago
If i am not mistaken, Singapore asset was sold at almost book value, so no disposal gain.
1 month ago
The Disposal Consideration is expected to be used by Teo Seng and/or its subsidiaries
(“Teo Seng Group”) for repayment of bank borrowings and/or working capital.
Management invested this asset in 2015 , and the currency is 1 to 2.69 at that time , even they sold at book value , should see some cash return based on currency and depreciated value in past 9 years.. that shall make their cash position stronger that before ..
1 month ago
@Simonalibaba, how do you derive at this value? You better not pluck from the sky lo....haha
1 month ago
Good news for egg producers in the long run but the brekky roti telur price will go up for sure
4 weeks ago
The impact on egg producer is alike last year chicken producer ending subsidy, stock like CAB earning decrease significantly after chicken subsidy ended
4 weeks ago
The major impact after ending gov subsidy will increase egg market competition, as egg producer cannot rely on subsidy as profit. Egg producer will force to launch price war to protect their market share
4 weeks ago
Based on Q2 result, Teoseng still can make EPS 8sens without the subsidy (they receive 900k of subsidy in Q2 only , that is insignificant )..
4 weeks ago
The problem is other egg producers will compete aggressively with teoseng, as without gov subsidy other egg producer need greater promotion to fight market share and their profit.
Therefore, once gov end egg subsidy, active competition among egg producer will increase instead of current more passive competition due to gov subsidy support
4 weeks ago
The subsidy for chicken was terminated on Nov 1 last year, following which, the supply and price of chicken became more stable.
"When we took the unpopular decision of ending the chicken subsidy, many people belittled our efforts, saying that the price of chicken would soar.
Alhamdulillah, after the subsidy was terminated, the price of chicken no longer soared, and more importantly, the country benefited by saving RM100mil a month," he said – Bernama
Chicken price before subsidy cut amd ceilings price cap is RM 9.40/kg
After gov remove ceilings price and end chicken subsidy, market selling for chicken now at around RM 8/kg. Main chicken stock listed in bursa are CAB, CCK and Mflour (dinding)
4 weeks ago
Mixed reactions. Long awaited subsidy removal. Long term good prospect for Teo Seng
4 weeks ago
In 2022, Malaysia exported $154M in Eggs. The main destinations of Malaysia exports on Eggs were Singapore ($138M), Hong Kong ($6.73M), Brunei ($3.24M), Maldives ($2.04M), and Timor-Leste ($1.5M).
4 weeks ago
Given the economies of scale and its integrated business model, Chew(Lhi CFO) believes Lhi and its subsidiary Teoseng will be well shielded from any adverse effects (removal of subsidy for chicken eggs). --The Edge 14.10.2024
3 weeks ago
Congrats to all holders unfazed by the news of the subsidy removal. Those with the gumption to buy in on the sell-off on that fateful day is laughing all the way to the bank today.
2 weeks ago
Teo Seng Capital (TSCB MK, NOT RATED, FV: MYR4.26)
“Egg-ceptional” Value, Golden Yields Ahead
Trading Idea
♦️ MYR4.26 FV based on 7.5x FY25F P/E. Teo Seng Capital is well-positioned to sustain strong earnings through cost efficiencies and steady demand driven by population growth and tourism. Benefiting from favourable market conditions ie strengthening MYR and lower feed costs, its resilient performance is further supported by its planned distribution centre in Pahang, which will bolster supply chain efficiency for its top mini-market chain client. With attractive dividend yields of 10.3% (annualised) and 7.2% for 2H24F and FY25F, TSCB should be rerated from its low 4.2x FY25F P/E.
♦️ Link to report: https://research.rhbtradesmart.com/files_preview?hash=8c38140e-e63f-4b00-9ce9-098d5f963c18
2 weeks ago
I am also too lazy to speak about it Already. Just enjoy the reaping own self and dance own self , shock sendiri cukup
2 weeks ago
@simonalibaba long time no see bro. your still here. i thought u sold off earlier
2 weeks ago
TEO SENG CAPITAL BERHAD ("TSCB" OR THE "COMPANY")
PROPOSED BONUS ISSUE OF 300,008,175 NEW ORDINARY SHARES IN TSCB ("TSCB SHARES" OR "SHARES") ("BONUS SHARES") ON THE BASIS OF 1 BONUS SHARE FOR EVERY 1 EXISTING TSCB SHARE HELD ON AN ENTITLEMENT DATE TO BE DETERMINED AND ANNOUNCED LATER ("PROPOSED BONUS ISSUE")
2 weeks ago
very very egg-cellent price movement and expect q3 report will be egg-cellent too 😀
2 weeks ago
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katara
good eggs producer with high roe n low pe
2 months ago