egg business doing very well currently.both teoseng and ltkm reported increased profit.both see the next quarter to be positive as feed cost has gone down significantly.

nasib baik sudah jual semua at 585 last week...

they invested the money in the stock market.one of the stocks that they hold is KSL. nothing fishy for me.

The Board sees the next period as positive as the prices of major raw materials particularly corn and soybean continue to be stable.

no need to wait all the four

read my earlier comment.1st phase when start firing the power is sold already.i know neither has start firing.

first phase sell power already.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/683034

We refer to the announcement made by Mudajaya Group Berhad (“Mudajaya” or “the Company”) on 31 October 2006 in relation to the PPA entered into between CSEB and RKM.

The PPA was for the purchase of electricity by CSEB for the First Phase of nominal 300 MW capacity for a period of twenty (20) years. RKM is the special purpose vehicle in which Mudajaya will have a 26% equity interest. The Company is pleased to announce that the PPA has been approved by the Board of CSEB.

whatever lah nooobieee... aku tak layan orang yang mencarut.

1st phase of power plant should be firing this quarter. Tungguuuu....

Excellent result! EPS 16sen

like what Up_down said, don't get too emotional.grow up

From the briefing yesterday with the management, we understand that Mudajaya is in the final stages of securing jobs to the tune of RM1.5bn, primarily from the power industry (e.g. Tracks 3B & 4A, Pengerang, etc). http://klse.i3investor.com/blogs/PublicInvest/58762.jsp

http://www.theedgemalaysia.com/business-news/304855-cypark-bags-two-contracts-worth-rm2645-mil.html

http://www.theedgemalaysia.com/business-news/304754-hua-yang-targets-double-digit-revenue-growth-in-fy15.html

bought 40 lots at RM2.30.no rights issue lah.

Janganlah salahkan orang lain pula

Big seller not willing to let go below 2.60.safe to buy at 2.60

good observation there lcng123

its good that its coming down.more buying opportunity for genuine investor.

having two different sides of opinion makes this sumatec forum more interesting.

so much pessimism by forumers.please sell all your mudajaya shares and bring the price down.i want to accumulate more.

teoseng result is out.very good one.EPS 4.81

some selling pressure...

QL reported good egg selling price.ltkm and teoseng should report good result also

buy after quarter result is out.much safer and even if the price rises 10% after that it is still okay, considering the growth potential of this company.

apa yang tak jalan?

2014 projected profit is 69 million.at 45sen it is trading at PE 20.

lucikly i sold all last monday at 58.5sen..fuhh

september is possible.they just received green light to mine their own coal.

this egg always sold out at 99 speedmart haha

sold all my sumatec..profit 104%.alhamdulillah

http://coal.steelguru.com/india/16910/panel_recommends_green_clearance_to_fatehpur_east_coal_mine_in_chhattisgarh

something to relieve your sober

you can't opt not to sell since it is Selective Capital Reduction and not General Offer

thank you spy008. I do agree mudajaya must be very selective on jobs. nowadays profit margin from civil jobs is a mere 3-4% and its very hard to get enough labour.

Even though I miss the rally, I realised my counter LTKM holds 2,185,300 shares in KSL (info from KSL Annual Report 2013). Better than nothing haha.

From KSL 2013 annual report. Top 30 shareholders : 19. LTK (Melaka) Sdn. Bhd. 2,185,300 0.57%. KSL has risen 30% since last month. Extra investment income for LTKM :D

yes RM1 par value

Ltkm should be trading at the same valuation as teoseng as both their revenue and profit margin are identical. At rm1.40, teoseng is trading at future PE of 8. ltkm should be trading around RM4.50 with the same PE. Hence my target price is RM4.50. What I like about LTKM is their brand. It is long established and perceived as premium brand and those who buy their eggs are not price sensitive type.

I cant invest in teoseng because it is not syariah compliant.nothing bad about the company.

Yes there is no growth story for ltkm. Their operation is the most efficient since everything is run in one location. This counter is for value play and dividend.

Hope that explains.tq

Teoseng is indeed an undervalued counter.with feed cost going down further, the company will make much more profit than last year.same goes to other poultry company. the only reason i can't invest in this company is that it is not shariah compliant.fortunately, LTKM is shariah compliant.both are good and currently trading at undemanding valuation.

those who missed the ride can buy TEOSENG

LTKM...the most undervalued egg counter!

It's okay Newbiebetta, we hear your opinion. TQ

corn and soybean price has gone down significantly.it is even lower than last year. LTKM and other egg producers will make huge profit for this year!

the strategy today is to upset speculators haha

fair value is RM4.50

don't think so. usually after quarter result, the price is pressed down for a while to frustrate investors.

congrats bsnpg! my return from huayang only 30% haha

Released.eps 9sen

LTKM is catching up with TEOSENG valuation

Jangan gaduh2 di bulan ramadhan yang mulia ini.each of us has different opinion.