LAY HONG BHD

KLSE (MYR): LAYHONG (9385)

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Last Price

0.415

Today's Change

+0.005 (1.22%)

Day's Change

0.405 - 0.42

Trading Volume

6,188,500


10 people like this.

9,193 comment(s). Last comment by value_seeker 1 month ago

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Excellent closing 42c nia!!

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

I got plenty of mons with you toward $1.00 first

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

This really a giant chicken

calvintaneng

53,354 posts

Posted by calvintaneng > 2 months ago | Report Abuse

Posted by pang72 > 4 minutes ago | Report Abuse

This really a giant chicken

HAHAHA PANG72

Thought where you disappeared?

You have come to enjoy Giant Chicken?
Ok clever

Now you should not miss the Jtiasa (Jumping Tiger Ok)

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Calvin,.

Giant chicken layhong Eps7c at 42c
Jumping tiger jtiasa eps6c at 1.10

HOW CAN YOU ASKING ME TO BUY JTIASA?

calvintaneng

53,354 posts

Posted by calvintaneng > 2 months ago | Report Abuse

But Lay hong got over Rm200 Millions borrowings and less than Rm100 mil cash
How to give much dividend?

Jtiasa almost no debt and CASH is REAL
Can give lots of dividends

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

LAYHONG operating cash flow 138mils..
I believe pare down the debt of 200mils is no problem.
Eps 7c with 42c share price is SUPERD attractive to me..
So far, the only one

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

LAYHONG is infant stage of jtiasa..
JTIASA is up from 60c to 1.37

I believe layhong can do the same for next 2 QR with 7c eps moving up from 42c to 1.30 too

SincereStock

2,010 posts

Posted by SincereStock > 2 months ago | Report Abuse

bought a few at 0.430 just now after QR announcement

Save

692 posts

Posted by Save > 2 months ago | Report Abuse

Is EPS 7c one off due to government subsidy received as revenue 266 comparable to last year same quarter 267?

SincereStock

2,010 posts

Posted by SincereStock > 2 months ago | Report Abuse

not purely due to gov subsidy, cheaper costs also, some more if gov stop giving subsidy it is not nescessary bad thing, that's mean price can start to increase also. people want or don't want also must buy egg. at the end only absorbed by inflation again, but the company profitability may remains

SincereStock

2,010 posts

Posted by SincereStock > 2 months ago | Report Abuse

plus this company also own's valueble brand of nutriplus which also consist of other frozen food products, some increase in profitability also come from this sector of "food manufacturing"

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

7c eps at 42c typically need to use the 经典名词。。。(buy, don't ask!!!)

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Yes, yes, yes!!
Layhong all business fire up..
I don't know why now but once ceiling price being remove..
All business earning flooding in......

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Right time, right land, right people....
天时,地利,人和

hng33

19,861 posts

Posted by hng33 > 2 months ago | Report Abuse

Egg-cellent

SincereStock

2,010 posts

Posted by SincereStock > 2 months ago | Report Abuse

price before rally start (RM0.30) + earning this QR (RM0.07) = RM0.37. I assume this the bottom in case price going retract due to profit taking. at least need to incoorporate the earning into the price as in increase of NTA

(worse case scenario I predict)

RJ87

5,098 posts

Posted by RJ87 > 2 months ago | Report Abuse

Individual corresponding quarter - FY24-Q3 vs FY23-Q3
Revenue for the integrated livestock farming (ILF) segment decreased by 24.38% or RM70.67 million from RM289.92 million to RM219.25 million due to due to lower eggs sales quantity from lower production of eggs.

Revenue for the food manufacturing (FM) segment recorded an increase of 284.00% or RM102.48million from RM36.06 million to RM138.54 million due to increase in sales quantity of primary processed and further processed poultry products.

Revenue for retail business (RB) decreased by 13.43% or RM8.77 million from RM65.34 million to RM56.56 million due to lower retail sales quantity.

Overall, the Group recorded a higher profit before tax (PBT) of RM74.95 million as compared to the previous quarter PBT of RM10.62 million. This amount is inclusive of subsidies received from the government.

RJ87

5,098 posts

Posted by RJ87 > 2 months ago | Report Abuse

Cumulative QoQ
Revenue for the food manufacturing (FM) segment recorded an increase of 28.09% or RM85.55 million from RM304.56 million to RM390.11 million due to increase in sales quantity of primary processed and further processed poultry products.

QoQ

Revenue for FM segment registered an increase of 14.41% or RM17.45 million from RM121.09 million to RM138.54 million. The increase in revenue was due to increase in sales quantity of primary processed and further processed poultry products.

YoY
Revenue for the food manufacturing (FM) segment recorded an increase of 284.00% or RM102.48million from RM36.06 million to RM138.54 million due to increase in sales quantity of primary processed and further processed poultry products.

RJ87

5,098 posts

Posted by RJ87 > 2 months ago | Report Abuse

FM is new business venture. Growing steadily it seems.

katara

185 posts

Posted by katara > 2 months ago | Report Abuse

buy

newbie9893

1,929 posts

Posted by newbie9893 > 2 months ago | Report Abuse

Layhong produce golden egg...buy

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Happy eggs

Cheap cheap 44c

Leoleo

5,507 posts

Posted by Leoleo > 2 months ago | Report Abuse

hai lat will be first to run road when drop back. hehe investor or gambler you are.

many times he cut loss and go to another counter , repeat repeat again.


pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Telur 2 + pisang 1 = breakfast dulu!!

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse



Telur 2 + sausage 1 = breakfast dulu!!

This combo better:)

SincereStock

2,010 posts

Posted by SincereStock > 2 months ago | Report Abuse

topped up a few more at 0.425. didn't entered much yesterday as was busy to react with QR report also didn't follow this counter previously. after fully reading the report realising the increase of profit also come from food manufacturing and improved EPS is likely to be sustainable in some extend. hardly back to the old 0.60 sen per quarter level. nutriplus is a strong competitive brand in frozen food sector. they did mention they bought the remaning 51% share of nutriplus so they now have full control and also all the revenue and profit from nutriplus will be recognised under this counter LAYHONG

let's say future EPS stabilized at 2 EPS per quarter. that's give us a well known established grocery business at PE 5 and good NTA discount if price remains at current 0.4 level by that time

SincereStock

2,010 posts

Posted by SincereStock > 2 months ago | Report Abuse

famous business just start to be profitable, you think market price just start or end already?

I won't be surprised if there are delayed limit up reacting to this QR after all profit taking is done

Save

692 posts

Posted by Save > 2 months ago | Report Abuse

Reading RJ87 post, It seems that Lay Hong poultry products sale increase but eggs sales drop. If you see CAB as pure poultry and poultry product producer which share price is advancing before 1st Q results release, may be there is a hint. however, I wound not recommend to buy CAB now, because best enter price may be before 0.75

RJ87

5,098 posts

Posted by RJ87 > 2 months ago | Report Abuse

If price can advance to it’s NTA, that’s a good 50% upside

SincereStock

2,010 posts

Posted by SincereStock > 2 months ago | Report Abuse

fb.com/NutriplusEggs

can check out nutriplus facebook to see how the business ongoing

Michael Kwok

6,092 posts

Posted by Michael Kwok > 2 months ago | Report Abuse

Sell call
layhong 43 cents
Tp 33-36 cents
27/2/24 2.04pm

SincereStock

2,010 posts

Posted by SincereStock > 2 months ago | Report Abuse

rarely got famous household brand trading below NTA, investors like to value these names and eventually give premium price above NTA once EPS growth stabilized. keep on monitoring their business and next QR. unless prospect changes I will not hesitant to top up if price falls to certain levels

RJ87

5,098 posts

Posted by RJ87 > 2 months ago | Report Abuse

if you own 59 million shares and you only sell 100K shares. Is that huge dumping?
He doesn’t need the money. If it’s overvalued, he would be dumping in the millions.

Only thing I can think of is he wants you to think it’s bad and wants you to dump to him.

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Wow!! Sell call mari lah?
Then, sell and go back sleep.
Why so difficult in your life?

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Belum $1.00...
Tunggu tunggu

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

I guess he mess up huge and little for the meaning

Astute

159 posts

Posted by Astute > 2 months ago | Report Abuse

guess the fire starting to run out already...

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

What to worry for 7c eps vs 42.5c price?
Slowly refill the gas to fire up after correction..
Journey to $1.00 is easy and tough for trader and investor

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Trader is scare up down everyday
Investor is laughing trader scared everyday...

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

My tea break with telur 2 biji juga..
Watching trader running like chicken scarcely by himself

Posted by StartOfTheBull > 2 months ago | Report Abuse

Chicken fly dog run.

Astute

159 posts

Posted by Astute > 2 months ago | Report Abuse

sad day

SincereStock

2,010 posts

Posted by SincereStock > 2 months ago | Report Abuse

sell some keep some, sentiment not very good already, need keep some cash to top up if can price drop to lower price level

wongchin

1,006 posts

Posted by wongchin > 2 months ago | Report Abuse

Lucky yesterday i din jump in. If not paper loss already today

RJ87

5,098 posts

Posted by RJ87 > 2 months ago | Report Abuse

nvm, this counter can leave to make porridge. Won’t sell until it become QL

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

I don't see any reason to sell for QR 7c at 41.5c....
If above $1.0 mat sell some..

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

Annulise 28c Pe5 $1.40

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

T4Q Result: ( EPS: 10.25, P/E: 4.05 )
Simple estimation for 2024 shall be 10c per year.
So, pe8 = 80c as target price..

Don't crack your head...
Touch 80c, you wanna sell is reasonably

pang72

47,922 posts

Posted by pang72 > 2 months ago | Report Abuse

So, tunggu...
Then, tunggu
Then, tunggu patience ly

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