1.87 is better put my money in FD. our target is 3! short term 2.5 by May.

Indian talk

Icon8888, thanks for your analysis. Now AA is flying on its own engines with strong tail winds Oil and Ringgit pushing it higher

This is your last call to Board AA. Once on board sit tight and buckle up and enjoy the journey. The oil price is still their catalyst not privatization.

Ya correct strong momentum but when finally above 2 lots of Doubting Thomas will jump in higher and higher.
A doubting Thomas is a skeptic who refuses to believe without direct personal experience—a reference to the Apostle Thomas, who refused to believe that the resurrected Jesus had appeared to the ten other apostles, until he could see and feel the wounds received by Jesus on the cross.

In art, the episode (formally called the Incredulity of Thomas) has been frequently depicted since at least the 5th century, with its depiction reflecting a range of theological interpretations.

I seeing the same sentiments just before Top Glove take off, we must go with the tail wind and sail along smoothly. Do fight against the Head Wind. When Oil Price all time high buy OIl and Gas stocks, so Oil all time low buy airlines stocks. Common sense never go wrong.

What else to buy in Malaysia if Airasia with such great advantages on it side? Anyone?

Irregardless of privatization happen or not it's Cheap Oil that call the order of the stock direction. Mind you if not bec of Cheap Oil no one in their right mind would like to privatize it.

I bot aasia bec of one reason which is CHEAP OIL period. Privatization of 2.21 maybe Tony dream! No way will investors going to sell at this cheap price! Nothing below 3.50 for privatization to be successful.

I would like to thanks Icon8888 for being so kind in analyzing Airasia so well! Yup, switch from export led stocks to airlines esp Airasia. Great benefactor from ringgit strength and Most importantly from Cheap Oil! This will run up all the way to 3 by this year! Foreign funds have been buying after selling out last year. Don't take a genius to figure out that all major airlines are making great bucks. But only take strong conviction to follow through. Like saying goes every dog has it days. And these are the days of Airlines stocks to out perform!

Sold on the same time as you with the same reasons you gave

The problem with general public is that when uptrend they don't believe you and waited till it going up till the top. And they start believe and buy high and waiting to go higher. But when the results since the 3rd qtr starting showing weakness they don't believe it until now 4th qtr disastrous results clearly going downtrend they still waiting for rebound! This called the Greater Fool theory!

What we are buying from Oct till now is for expectation for a higher qtr 4. The current result already reflected when the shares dropped till 1.20 in August.

If you miss out all the Glove counters then last chance to buy Comfort Glove! Last call

You guys are must have faith, the q3 result is bad! Why due to Ringgit depreciation and weak eggs prices! But that is from June till September period. Even since October till now egg prices have recovered to near all time high. So the fourth qtr will be good if not better than last year but definately better than q3 if ringgit don't weeken further from here.

Corn price surged as USDA cut output forecast

Biggest always command higher valuation

Qtr profit hit peak in Q4 14, and Q1 15, going forward profit downtrend, why?

As Eggs prices start to drop after new high in Q1, due to more new farmer restart layer, Teoseng has to called off expansion.

Commodities have bottom out due to fear of El Niño, you guys feeling the heat now?

Next qtr looking at lower than Q1. So full year 2015 might be lower than FY 2014 due to ringgit weakness will be costly for corn import. Export to Spore only 30% so cannot cover all.

This is a cyclical business. So target price now is 1.

Why stick to this falling fundamental. Smart investors should shift to Top Glove which will benefit from ringgit weakness and productivity improvement. Top glove is the world largest so deserve PE 20, target price 9

Sell, buy top glove

The stock will test 1.0

Excellent analysis

I am watching some one keep talking this stock down, I think he is a damp sore loser. Actually for those who contributed factual news to this, I say thank you for contributing factual news for all of us to benefit . I have been investing into this stock and have been giving lots of factual details of why this is a good stock. Can check what I have written all this while. Many have benefited. Even if prices have come down or eggs price are now moderating does not mean it's the end. For those who bot few lots u jump up and down and in and out. But for those who invested millions how? Let all readers use their maturity to invest. As if all major shareholders are selling it down to the drain? They have been in business for umpteen years. Up and down. Stay calm and keep investing, the dividend will keep rewarding the loyal investors.

Wait till you see the 1qtr of 2015 in mid May is as good as last qtr, this stock is going berserk

This teoseng is the best layer with highest roe and div yields. Ok I will comment with you guys when it's 2, I am also one of the blind man with an elephant. Hehehehe

Hehehe, have you heard of blind men and an elephant

Huat lai revenue is 3 times bigger than teoseng but profit is half, something is not right

Affinity is now a substantial minority in Teoseng controlling shareholders

Family-owned and -run Leong Hup Holdings Bhd has opened up its equity holding to Affinity Equity Partners in a strategy to institutionalise and put professionals at the helm of the company.

Affinity has reportedly secured its first investment in Malaysia by acquiring a minority stake in poultry supplier Leong Hup International in a deal that valued the company at around US$600 million excluding debt.

A company executive, when contacted, was tight-lipped about the deal. “The management does not want to disclose anything yet, we were given specific instructions,” the executive explained. But did not deny the deal.

The private equity firm was understood to have approached Leong Hup in 2012, right before it was taken private from the Malaysian stock exchange. At that point, the company was valued at MYR427 million (US$130.5 million).

Leong Hup consolidated its operations under a single holding company in which Affinity holds a stake, and market experts say the restricting was undertaken to facilitate the deal.

The exercise was also part of Leong Hup’s long-term succession planning, to gradually relinquish day-to-day management duties to professionals.

Affinity was also expected to support the company’s expansion within Southeast Asia, from growing its presence in Vietnam and Indonesia to consolidating its position in Malaysia.

Leong Hup is a major upstream poultry player in Singapore, Vietnam and Indonesia providing feed, parent stock and day-old chicks to independent farmers.

The company was first listed on the Bursa Malaysia in 1990. It was delisted in April 2012 by the founding family as the stock was illiquid.

It started a processed foods division last year called Malindo Feedmill. This unit is listed on the Jakarta Stock Exchange with a net sales of IDR4.2 trillion (US$345 million) in 2013, 25% higher year-on-year. Net income fell 20% to IDR241 billion mainly due to foreign exchange losses.

Affinity Equity Partners is among the largest private equity firms in Asia, focusing on leveraged buyout and growth capital transactions.

Affinity advises and manages over US$7 billion of funds and assets. The firm has completed transactions in nine countries with total value aggregating US$12 billion to-date.

Smart decision

Can buy now? Wait la, when? I will let you know la. Then slowly move to 2, then all jump in and buy for long term investment. Sound familiar?That is the story of stock market investment chronology.

This qtr profit will surprise you guys till your jaw drop, then you will kick yourself for not buying more. If all goes well eps 17 cents, if PE 10 is 1.7, If PE 15 you calculate yourself what price?

Smart Icon, that is why the price of eggs keep moving up.

Someone just mentioned usd up and start worrying, ever wonder why eggs prices just got higher ? Yes, Greddym3 got it. Smart ppl jump in and out in the end gotten what? Just like the Chinese saying choose 1 thousand times on the lamps in the end gotten a lousy lamp, LOL, but the dump ass just stay faithful to the old damp lamp eventually giving us a bright future. No wonder GOD loves dump idiotic ass cause they are not too clever to pick and choose so often, No offense guys, just kidding. If u don't like it just dump it, who cares. But if u like it, just keep it irregardless what price you buy, the chics are laying u guys golden eggs day and night non stop. Now u see why the management is so dump don't know how to do anything else but just keeping the chics that are laying golden eggs and going to lay more. Hehehe

Wow, so many smart Alec! Through my experience of 25 years investing only Soh Chai and Soh Moi, aka the dump ass like me make money, LOL. Cause we buy something's that can pay div and supported by strong demand n supply, strong management,irregardless of rain and shine, bird flu or no flu, usd up or down, or corn up or down. We eat eggs everyday even we didn't order egg directly. Cause most food got eggs as ingredient. Think about a company producing 3 million eggs a day! Isn't that mind boggling, it's like too big to fail, imagine if the market without Teoseng? But we have a bigger producer than Teoseng but cannot as much, I also don't know why?

Hmm, why so jittery? You guys jumping up and down, what about major shareholders having 100 of million? Stay cool la. If it comes down again and still got money, u buy and buy and buy. If no money stay cool, cause the major shareholders is million times more concern than us, lol. Already paid dividend 10 cents (5 cents each twice already) surely they pay another round of 5 cents or more. Why? Cause 4 qtr result should be very good! Looking at at least 20 mill net or more! If they are paying 5 cents again as final dividend mean the yield a of this stock is 8.4% yield! At current price! Why I am so sure cause the major shareholder also want to be paid, and be rewarded,not bec they like you and me so much! LOL. If u paid at 2 still yielding 7.5%. Very good return and it is recurring not one off gain. The silver lining here is no institution investors owing any shares at the moment, once they see the payout of dividend they rush in to own the stock. So the key is be patient and accumulate. Furthermore the holding company of this stock already got reputable private equity inside so it's not like before family affair and concern about transfer pricing and so forth. I would say this will be most transparent poultry related stock at best. This are all public info not isnider info.

Watch ringgit and corn price, other than that all goes well. Expecting another bumper final div. I think can go to 3 cum after the x date

All tycoons can sustained is bec of steady flow of div not quickie. Quickie can go up fast and go bust fast too! Not sustainable. The key is sustainably and perseverance. Such boring stuffs, Gen Y investors cannot understand , they need to pay lots tuitions fees to learn it so do I.

This is a boring stock but it pays dividend more now as the businesses grow to become one of the indispensable food chain that can be ignore by the market both in Singapore and Malaysia. Irregardless the market scenario this still pay div, and this is what I am going after not capital gain. Once the flow of div is steady just look at the valuation of Guiness, carlsberg and host of other foreign consumers companies! And Teoseng will be just that.

That is only my personal view, I am not their spokesman!

Only getting international private equity into their private holding company, will enhance their credibility for sure. Now no longer private family affair with private equity into their holding. This will also stop all suspicious inter company transfer, if any.

The lower the conversion price the value of warrant is more valuable because the fundamental of this company is Great! That is why I say irregardless of the price, with such div, I just happy keeping it for many years to come. So maybe sad when the price drop like free fall, some may even so naive to ask if the price going back to below 1, I say how I wish it can and I will buy, this is your best opportunity to buy.

This is circus show for 5 days vwap prior to price fixing for warrant before EGM next week, after the EGM, is up up up up all the way to 2.5, why? Expecting last qtr to report a sterling result. Just see the prices of eggs nowadays! If you never buy eggs before, ask your mother, what is the price of eggs today compare to last 3 months! I may be expecting the last qtr to report 20 mill if that is maybe too conservative to 22 mill if not because of ringgit devaluation they will make more. So if 20 mill what is eps? 25 cents PE is just 7x! Maybe final div of 5 cents again! Yield of 8.5% if you have been keeping from the beginning and gotten 5 div and 5 cents special div!

Hahahha,...

For your thought, the owner declare div, and special div , warrant and bonus to reward who?

This is not for happy ppl, or clever person or smart person. But for ppl who knows how to buy and keep a good stock. And earn div. I wonder if you buy at 1 since beginning of the year, what is the div yield? 10% or 5% if at current price. Not to mention more to be announce later on 4 th Qtr. For ppl who wanted good return contiously not one off capital gain. The richest man in every country don't become wealthy by buying low sell high. They became wealthy by keeping good shares that keep paying div year after year. As the saying goes, why kill goose that lay the Golden eggs? But sadly most did so and keep funny shares that don't pay div and keep stocks that keep on giving False hopes.

If I can be his qualified running dog is still more glamorous than you bunch of disgruntled hyenas

Selling his personal stake at lower price is called screwing minority? I think your finance is learn from THE MOST distinguished University of the SMART Fools. U guys are just a bunch of speculators hoping him to give GO at higher price! And u get disgruntled bec he did do what u expect him of doing. U guys are so CLEVER in buying for speculation and ended as sore losers.

This is for long term investment, not Dutaland or Sumatec or oil and gas, or projects or speculation stock. Only the boring old stuffs. If u expect to make quite gain , I may say u may be disappointed.

The way u write is so obvious u are lack of self confidence and if so clever u can also built another PLC and do something for yourself. Rather wasting time here. LOL.

Aheng is a player, he knows what he is talking.