|
| |
Overview
Financial Highlight
HeadlinesBusiness Background 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.
  Michael Kwok Price 1.86 Resistance 1.93 If break then buy.if no just wait. Will only last for 10 trading(this method) 15/3/24 10.05am 15/03/2024 10:04 AM  nelsonlim https://themalaysianreserve.com/2024/03/15/govt-to-maintain-egg-subsidies-and-price-controls/ 15/03/2024 1:20 PM  sugerdad 农业及食品安全部长拿督斯里莫哈末沙布表示，A、B、C级鸡蛋的补贴 和价格管制将继续按照现有机制进行。 他说，政府还不断监控农场的生产，以确保充足的供应，特别是在节日期间。 “任何政策变化都会考虑到所有因素，尤其是当前的供应趋势。 “政府也将继续与各方合作，确保农场鸡蛋供应稳定，不给人民带来负担，”他3月14日在国会表示。 Mohamad在回答Bayan Baru国会议员Sim Tze Tzin的提问时表示，马来西亚有2000万个鸡蛋供应过剩，并已达到自给率（SSR）。 他补充说，鸡肉的供应也稳定，这个因素也有助于当前鸡肉价格的稳定。 15/03/2024 3:02 PM Trianon It's a good news for egg business. Looks like Teo Seng can go up to RM2 within this month 19/03/2024 10:26 AM Trianon Meanwhile in US, egg prices are going up again ahead of Easter 2024 😃 https://www.foxweather.com/lifestyle/egg-prices-easter-bird-flu-2024 20/03/2024 5:08 PM harvest6138 The feed cost should be still low as the corn and soybean future is lower based on 6 months trend , next Q result should be good as well.. 20/03/2024 5:51 PM Ledangking Intrinsic value for Teo Seng is RM5.95. Refer to https://valueinvesting.io/TEOSENG.KL/valuation/intrinsic-value 28/03/2024 9:22 PM harvest6138 Teo Seng is undervalued stock as long as they can maintain the EPS more than 10sens consistently ...based on the past few quarter report , this is possible .. 29/03/2024 8:39 AM Ledangking People need more eggs to make kuih for CNY and hari raya. Sure can get. 29/03/2024 11:56 AM soccerking82 anyone receive Teoseng dividend share? I am using Moomoo account, until today also nothing ... 02/04/2024 6:27 PM Trianon Dividend in specie https://www.klsescreener.com/v2/announcements/view/6639203 03/04/2024 12:02 PM AbangRedTea Hope next QR will very good and give dividend. CNY + RAYA should boost the farming business revenue. Happy trading ^.^v 04/04/2024 12:05 PM harvest6138 If the quantity of eggs sold in last quarter same as previous one then the revenue and profit should be maintained as the feed cost is till low in last q .. lets see the result in next month , anyway , still hope company can give more dividend for FY23 .. 04/04/2024 7:13 PM harvest6138 https://teoseng.com.my/wp-content/uploads/2020/04/8.-Dividend-Policy-Reviewed-as-at-16-Mar-2018.pdf 09/04/2024 8:37 AM LubeTrader Keep position and benefit from expected higher returns to shareholders in coming qtrs. 15/04/2024 5:55 PM harvest6138 A total of 4,301,313 treasury shares were distributed on 15 April 2024 via share dividend distribution of treasury shares on the basis of one (1) share dividend for every sixty seven (67) existing ordinary shares held in Teo Seng Capital Berhad in respect of the financial year ended 31 December 2023. There is no cancellation of treasury shares. The total number of issued shares of the Company remain unchanged i.e. 300,008,175 ordinary shares. 16/04/2024 8:41 AM harvest6138 The total shares remain unchanged , that means it will not dilute the EPS after the bonus share issuance .. 16/04/2024 8:42 AM LubeTrader To me Serbadk is game over. TSCB still have plenty of prospect. That's how I see it. Every consolidation is a buying opportunity. Every time a farm affected by avian flu is a buying opportunity. 16/04/2024 7:54 PM harvest6138 https://www.imoney.my/articles/chicken-egg-subsidy According to this news , if govern stop the subsidy , the egg price may go up to 10sens each egg , and the current subsidy is 8sens per egg , so , the removal of subsidy should benefit company more , that make me can not understand why people keep saying TSCB is doomed when the subsidy been removed ?? anyway , the next QR shall help us to understand more if the company can sustain the profit .. for me , I am happy if they can maintain the EPS of 15sens per quarter consistently .. 17/04/2024 10:21 AM markgold TSCB has higher ROE among the same industry and very good cash flow. I will buy below 1.70 17/04/2024 11:38 AM markgold Middle East unrest or war has nothing to do with consumption of eggs in Singapore and Malaysia but TSCB price drop a lot. 17/04/2024 4:21 PM cockcanfly subsidy is sure win for TS, raw material cost expected to be lower vs 2023 due to ample supply from good harvest of major crops in major producing countries. corn (50% of feed cost) price is highly correlated with oil prices where both tend to move in same direction. but because of weak growth(demand) every where, oil won't be surging anytime soon, furthermore both iran and israel seems to have no appetite to escalate the war. 18/04/2024 3:10 PM Trianon That's interesting https://news.abs-cbn.com/business/2024/4/18/el-ni-o-affecting-egg-sizes-too-1113 22/04/2024 10:51 AM harvest6138 The operating environment shows signs of improvement with the softened prices of maize and soybean, which are essential ingredients of animal feed. The supply of eggs is expected to remain tight due to the slashing of production and exited of household and small scaled farmers during the rising of production costs who lack of competitive advantage, while demand for eggs is expected to grow at a moderate level driven by its status as the cheapest source of protein, population growth, as well as increasing in the arrival of foreign tourists. Poultry farming continues to be Teo Seng’s core business 25/04/2024 10:34 AM harvest6138 above extracted from the latest Annual Report just released today , so the feed cost continue to be in favor of the company and the demand is strong , lets see if the next QR can help to validate this ... 25/04/2024 10:36 AM Trianon harvest6138, can ask you something? What's your entry price for Teo Seng? 25/04/2024 4:45 PM harvest6138 I bought at 2 .. hope the next QR at least maintain at Q3'23 level , then should have hope to recover .. 25/04/2024 5:43 PM LubeTrader Price didn't hit my desired target. Wait for the next opportunity to add. Poultry business is cyclical. There's always another chance. 26/04/2024 1:58 PM  | | ||||||||||||||||||||||||||||||||||||||||||||||||
