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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.
  zhangliang Teoseng better than Leong Hup in this climate as eggs performance better than poultry. ASP also quite good for eggs 29/04/2020 11:12 PM  Hush77 during lockdown eggs is in huge demand.. u see many buying eggs ... and also teoseng continue to operate during lockdown as its essential services.. so go for these company where there is no impact , and in fact more demand for their products.. 05/05/2020 2:48 PM Hush77 in USA also due to covid and lockdown more eggs is consumed: https://www.reuters.com/article/us-health-coronavirus-usa-eggs/us-egg-prices-hit-record-levels-as-pandemic-buying-boosts-demand-idUSKBN21E00L 05/05/2020 2:50 PM Hush77 M+ research has a buy recommendation on Teo Seng with an unchanged higher target price of RM1.65. Base on target PER of 8.0x to its 2020 EPS of 20.6 sen. Many people continue to buy and consumer eggs before and after the MCO..you can see in tesco, giant or other hypermarket the eggs are sometimes fully bought from the shelves.. Eggs is a good and cheap source of protein and now since ppl make their own breakfast at home more eggs will be consumed. eggs demands also traditional increase during festival like hari raya etc... the good thing is company continue as usual during MCO and so their business is not much affected as compare to some other industry... 05/05/2020 4:59 PM zhangliang For eggs play, Teoseng definitely d best. CCK & QL also gud. TPC i think also can. This 4 is gud for eggs play 05/05/2020 6:32 PM Hush77 yes, more fund manager should look at teoseng... its one of the counter not much impacted by covid and mco, as the business is still running during MCO... People buy and consume more egg... during and after mco can see at tesco and giant all eggs sometimes sold out.. 05/05/2020 10:02 PM Hush77 yes you know, egg business is very good.. in tesco giant, all the eggs cleared out sometimes... so teoseng is like one of the least impacted by covid and should be doing ok compare to other company.. people still eat egg for breakfast, lunch and dinner 06/05/2020 9:31 AM Stockwatcher18 The price stable and break 1.125, now see whether can break 1.25. If break 1.25, then expect for 1.425. And the quarter report going to out this month end. For covid 19 egg always out of stock. Steady for the boom :) Slow slow up...don't let the price too heat 06/05/2020 11:38 AM limitupupup no hotel no restaurant how u expect their QR good? Kena trapped d la HAHA 18/05/2020 5:27 PM ivanlau believe other egg stock such as lay hong coming qr will also no good , better sell now 18/05/2020 7:44 PM wesley_gold guys run before too late. Previously i also look good on eggs seller as it is essential goods, however the result already proved that the covid-19 really hurt the demand of egg this time, reason being closure of a lot restaurants and director also said that financial performance for the remaining 9 months is still challenging due to the uncertainty in the market. Mark my word it will go back to 0.700 price level soon. Run... 19/05/2020 12:52 PM TheNobbies Teoseng poultry farming and is one of the largest egg producers in Malaysia and export more than 60% of eggs to HK and SG,.. and Malaysia is one of the WORLD top 5 fresh eggs exporter. http://www.worldstopexports.com/fresh-eggs-exporters-by-country/ . estimate produce about 3 to 5 millions eggs per day. if per egg nett earn RM 0.10 . nett profit per quarter 25m to 30m + FX gain from foreign currency is just the matter of time. Egg is one of cheapest source of protein.. i think is worth to invest, it's just the matter of time maybe next 2 quarter NP back 25m to 30m. 20/05/2020 12:21 PM ValueMe The glaring issue with Teoseng is the high net gearing..Other than that should be ok.. 21/05/2020 6:02 PM i3lurker Teoseng is sold at Tesco Tesco now belongs to CP expect Teoseng Revenue to drop unless Teoseng wants to open supermarket 21/05/2020 6:07 PM i3lurker QL Family Mart ONLY sells QL eggs pretty soon Teoseng must sell eggs by roadside 21/05/2020 6:09 PM mf #NSTnation "The country is now facing a new challenge that we need to solve together, which is the rise of #Covid19 cases among non-Malaysians." 01/06/2020 8:18 PM TheNobbies Woww woww going up slowlyy - LHI, TeoSeng.. Datuk Lau company.. :Lay Hong cap so small not as big as LHI,Teoseng. 19/06/2020 9:47 AM monorail Bought teoseng eggs from 99 speedmart. Grade D 30 eggs at RM6 only. Not sure if teoseng will make money if they sell at 20sen per egg. 29/06/2020 12:25 PM 4444 Hotels, restaurants many close down why need so many eggs? No wonder cheap eggs everywhere. 29/06/2020 12:35 PM  | | ||||||||||||||||||||||||||||||||||||||||||||||||
