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Patron | Joined since 2017-05-03

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1 month ago | Report Abuse

My Stock Picks for 2024:
1. Hartalega 25%
2. Kossan 25%
3. Supermax 25%
4. TopGlove 25%

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2023-09-29 20:53 | Report Abuse

rumors saying Lau family will privatize Teoseng

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2023-08-23 08:52 | Report Abuse

second highest EPS since IPO... TP 1.5

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2023-07-23 15:25 | Report Abuse

volume starts to pick up..

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2023-07-06 21:58 | Report Abuse

@supersaiyan yes can talk to chicken traders around. price is still high. good export margin expected. Fama website can check the latest price too.

https://www.fama.gov.my/harga-pasaran-terkini

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2023-07-05 16:04 | Report Abuse

teoseng breaking RM1. whens layhong turn

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2023-06-29 15:32 | Report Abuse

sharebuyback again.. something is brewing

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2023-06-10 16:09 | Report Abuse

@CharlesT
in total yes the entire industry will be making the same
but the smaller scale players will be eaten up by the bigger scale players.
Thats why these listed big boys profit has been trending up despite the price control

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2023-06-10 15:05 | Report Abuse

Cab has made 70m PAT in FY23 and we have two more quarters to go. Maintaining the price cap with massive subsidies is bullish for big poultry players !

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2023-06-10 15:03 | Report Abuse

Subsidy is about RM200m per month. With or without price cap all the big boys have been showing all time high profits with such a massive amount of subsidises. The latest new is actually bullish for big poultry players.

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2023-06-08 07:34 | Report Abuse

PETALING JAYA: Pemberian subsidi ayam dan telur akan berakhir pada 30 Jun dan pengapungan harga bermula pada 1 Julai, kata Menteri Pertanian dan Keterjaminan Makanan Mohamad Sabu.

Perkara tersebut dimaklumkan menerusi jawapan lisan menjawab pertanyaan Mas Ermieyati Samsudin (PN-Masjid Tanah) berhubung tempoh harga ayam dan telur akan diapung.

https://www.freemalaysiatoday.com/category/bahasa/tempatan/2023/06/07/subsidi-ayam-telur-berakhir-30-jun-kata-mat-sabu/

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2023-06-08 07:34 | Report Abuse

PETALING JAYA: Pemberian subsidi ayam dan telur akan berakhir pada 30 Jun dan pengapungan harga bermula pada 1 Julai, kata Menteri Pertanian dan Keterjaminan Makanan Mohamad Sabu.

Perkara tersebut dimaklumkan menerusi jawapan lisan menjawab pertanyaan Mas Ermieyati Samsudin (PN-Masjid Tanah) berhubung tempoh harga ayam dan telur akan diapung.

https://www.freemalaysiatoday.com/category/bahasa/tempatan/2023/06/07/subsidi-ayam-telur-berakhir-30-jun-kata-mat-sabu/

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2023-06-04 13:54 | Report Abuse

First sharebuyback by the management after 4 years .something is brewing ?

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2023-05-23 17:53 | Report Abuse

stronger SGD is good for exporters to Singapore..

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2023-05-23 17:53 | Report Abuse

stronger SGD is good for exporters to Singapore..

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2023-05-23 17:52 | Report Abuse

stronger SGD is good for exporters to Singapore..

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2023-05-23 17:52 | Report Abuse

stronger SGD is good for exporters to Singapore..

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2023-05-15 21:13 | Report Abuse

first dividend since 2020

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2023-05-15 12:06 | Report Abuse

10% price swing this morning. This ayam is volatile.!

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2023-05-14 15:45 | Report Abuse

free warrants ex date 26 May. Congratz to all the shareholders.

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2023-05-14 15:44 | Report Abuse

5/30 WA's last trading day
6/1 Dividend Ex date.

Price will go higher after June 1.

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2023-05-12 12:34 | Report Abuse

52 weeks high... fly...

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2023-05-08 09:45 | Report Abuse

feed cost has come down alot. check Cbot ZC price.

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2023-05-08 09:44 | Report Abuse

feed cost has come down alot. check Cbot ZC price.

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2023-05-08 09:44 | Report Abuse

feed cost has come down alot. check Cbot ZC price.

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2023-05-08 09:44 | Report Abuse

feed cost has come down alot. check Cbot ZC price.

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2023-05-08 09:44 | Report Abuse

feed cost has come down alot. check Cbot ZC price.

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2023-04-19 11:59 | Report Abuse

layhong too had resumed its dividend policy after 2 years pause.

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2023-04-19 11:58 | Report Abuse

actually whole industry is undervalued.
PWF ,CCK just announced their highest dividend ever
LHI just resumed its dividend payout
CAB announced free warrants
LTKM privatized
SinMah divested its poultry business

whole industry barely move.

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2023-04-18 11:11 | Report Abuse

@GorengWatch yes freefloat is very low.
@raymondlim poultry is unpopular among funds/ retailers and tightly controlled by insiders (sadly most of them are farmers who dont quite understand how financial market works)
also its a low margin cyclical industry. profit cycle moves up and down rapidly. risk premium is huge. invest at your own risk.

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2023-04-17 20:27 | Report Abuse

@raymondlim
i am looking at 100-120m this year.
Subsidies + price cap is actually good for big broilers players ( not layers ). market share has been increasing a lot in the past 2 years.
now the GP stocks are in huge shortage due to bird flu- expect the DOC price to remain high in the near future. Those who control the GP stocks farming will make huge profits in the next 2-3 quarters

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2023-04-17 15:03 | Report Abuse

DOC price has come down a little due to weak demand after 45 days - post ramadan effects. but the profit expected to be good in the next few quarters. dont forget the free float policy after june ( state elections to be precise ).

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2023-04-17 14:58 | Report Abuse

@supersaiyan3
IMO all these veterans (regardless any industry) always have their own biased views (tend to be overly bearish) towards the industry.
i had talked to FLFAM insiders , some private and public listed companies in the past 2 years i will say 99% of them are extremely bearish towards poultry industry but the result speaks otherwise.

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2023-04-13 10:54 | Report Abuse

Cab has been making alot of monies from selling Day Old Chicks which is selling at crazy RM3.8. Q1 PAT will be at least RM50m IMO.

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2023-04-11 15:42 | Report Abuse

dividend yield 5%... gogogo

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2023-04-04 15:18 | Report Abuse

high volume breakout. quiet counter here.

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2023-04-04 15:18 | Report Abuse

push mother share up to goreng son. gogogo cab

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2023-04-04 15:16 | Report Abuse

where is bro Good123

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2023-03-30 14:26 | Report Abuse

The government is likely to announce ceiling prices for chicken and egg supplies ahead of the Eid al-Fitr celebration tomorrow while it awaits discussions between the two ministries on Wednesday.

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2023-03-30 14:26 | Report Abuse

The government is likely to announce ceiling prices for chicken and egg supplies ahead of the Eid al-Fitr celebration tomorrow while it awaits discussions between the two ministries on Wednesday.

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2023-03-30 14:25 | Report Abuse

The government is likely to announce ceiling prices for chicken and egg supplies ahead of the Eid al-Fitr celebration tomorrow while it awaits discussions between the two ministries on Wednesday.

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2023-03-30 14:25 | Report Abuse

The government is likely to announce ceiling prices for chicken and egg supplies ahead of the Eid al-Fitr celebration tomorrow while it awaits discussions between the two ministries on Wednesday.