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1 week ago | Report Abuse
according to the Fajar's facebook , they are venturing into new business segment , they shall release the details soon , anybody know what is that ??
1 week ago | Report Abuse
corn future show downtrend , should be good news for poultry farm .. hope to see this reflect in coming QR ..
1 month ago | Report Abuse
Share price will up again once company secure more contracts ... just need to wait ..
1 month ago | Report Abuse
https://www.thestar.com.my/news/nation/2024/06/09/stable-supply-of-eggs-now#:~:text=When%20tabling%20Budget%202024%20last,were%20below%20the%20ceiling%20price.
Government should have announcement soon according to this report ...
2 months ago | Report Abuse
https://www.offshore-mag.com/production/article/55038881/valeura-progressing-drilling-operations-offshore-thailand
The new MOPU already in place and ready for the drilling according to this news release , just wonder when the company can start billing the Valeura , if need to wait for the first oil then could be in July to Sept ...
2 months ago | Report Abuse
Without the subsidy , the profit should be around 100m/year if the corn price remain low as expected , last year they receive 100m subsidy from government , that means the annual profit should be around 150 to 200m depends on subsidy policy which suppose to be expired in June 2024 .. hope management give more dividend /free shares later ..
2 months ago | Report Abuse
the TS share price start dropping since LHI released the QR , may be a good QR from LHI can help to boost the confidence on this segment .. anyway , the government policy shall be another crucial factor , if government stop the subsidy after 1H24 and remove the ceiling price control , then could be a good news for company as the egg price expected to be up 10 sens per egg where the current subsidy is 8sens per egg , on top of that , price can be adjusted based on demand and feed cost , should be a good things for company ..
2 months ago | Report Abuse
If I added all the other income in Fy23 ( mainly subsidy from government ) , it was about 100m , which means each quarter should be around 25m , since this quarter only recorded 9m of subsidy from government , that means still have another 16m outstanding yet to be paid to company , that explains why in FY23 they received 54m in one single quarter ...
2 months ago | Report Abuse
If we don't consider the subsidy from government , this QR result actually much better than the previous one , I use revenue minus the cost and the Q423 is roughly 11.2% margin , however , they achieve roughly 17% in this QR , believe mainly contributed by lower feed cost , if this can be sustained , next QR should be even better as they may receive higher subsidy in next q ..
2 months ago | Report Abuse
https://www.youtube.com/watch?v=CzrBWp2becU
got this from another forum ..
2 months ago | Report Abuse
ha ..just hope management generous enough this round to reward the share holder , I did not see any expansion plan revealed recently (except the plan to increase production from 4 to 4.8m eggs/day ) , so , they should not need big Capex reserve ...
2 months ago | Report Abuse
waiting for the QR and dividend to decide next move , I believe it will attract some serious investors if they can deliver consistent good EPS (more than 10 sens ) , not many listed company in Bursa can have EPS more than 10 sens .. anyway , I also knows well Bursa is like casino more than investment , people will react more to "news" rather than fundamental ..
2 months ago | Report Abuse
I bought at 2 .. hope the next QR at least maintain at Q3'23 level , then should have hope to recover ..
2 months ago | Report Abuse
above extracted from the latest Annual Report just released today , so the feed cost continue to be in favor of the company and the demand is strong , lets see if the next QR can help to validate this ...
2 months ago | Report Abuse
The operating environment shows signs of improvement
with the softened prices of maize and soybean, which are
essential ingredients of animal feed. The supply of eggs is
expected to remain tight due to the slashing of production
and exited of household and small scaled farmers during
the rising of production costs who lack of competitive
advantage, while demand for eggs is expected to grow at a
moderate level driven by its status as the cheapest source
of protein, population growth, as well as increasing in the
arrival of foreign tourists.
Poultry farming continues to be Teo Seng’s core business
2024-04-17 10:21 | Report Abuse
https://www.imoney.my/articles/chicken-egg-subsidy
According to this news , if govern stop the subsidy , the egg price may go up to 10sens each egg , and the current subsidy is 8sens per egg , so , the removal of subsidy should benefit company more , that make me can not understand why people keep saying TSCB is doomed when the subsidy been removed ?? anyway , the next QR shall help us to understand more if the company can sustain the profit .. for me , I am happy if they can maintain the EPS of 15sens per quarter consistently ..
2024-04-16 08:42 | Report Abuse
The total shares remain unchanged , that means it will not dilute the EPS after the bonus share issuance ..
2024-04-16 08:41 | Report Abuse
A total of 4,301,313 treasury shares were distributed on 15 April 2024 via share dividend distribution of treasury shares on the basis of one (1) share dividend for every sixty seven (67) existing ordinary shares held in Teo Seng Capital Berhad in respect of the financial year ended 31 December 2023. There is no cancellation of treasury shares. The total number of issued shares of the Company remain unchanged i.e. 300,008,175 ordinary shares.
2024-04-08 08:20 | Report Abuse
PP at 0.535 , slightly higher than closing , wonder who will be the new investors for these 10% of shares ..
2024-04-04 19:13 | Report Abuse
If the quantity of eggs sold in last quarter same as previous one then the revenue and profit should be maintained as the feed cost is till low in last q .. lets see the result in next month , anyway , still hope company can give more dividend for FY23 ..
2024-03-29 08:39 | Report Abuse
Teo Seng is undervalued stock as long as they can maintain the EPS more than 10sens consistently ...based on the past few quarter report , this is possible ..
2024-03-20 17:51 | Report Abuse
The feed cost should be still low as the corn and soybean future is lower based on 6 months trend , next Q result should be good as well..
2024-03-19 15:36 | Report Abuse
Hope management give more bonus .....
2024-03-14 10:38 | Report Abuse
This could be one of the cheapest profitable and undervalued O&G counter , need more positive news to get investor's attention ..
2024-03-12 09:31 | Report Abuse
company is doing well , revenue ,profit up and debt is reducing , as long as they can sustain this , don't really see the problem here , at least , I can not find any risk factor as of now ..
2024-03-11 16:39 | Report Abuse
I lost 10% so far , if management willing to release more dividend then I am fine . Ha ...
2024-03-11 13:55 | Report Abuse
https://klse.i3investor.com/web/blog/detail/AmInvestResearch/2024-03-11-story-h-186546058-Plantation_Sector_Large_Soybean_Supplies_to_Keep_Grain_Prices_Low
Believe this shall help TS to maintain low cost and sustain the profitability for quite some time , and hope management can give better dividend later , that could be the key factor to drive the share price up now ..
2024-03-08 10:34 | Report Abuse
If TS can sustain the profitability and adhere to their dividend policy then should be a good chance to accumulate .. another key point is government policy , if they remove the subsidy and allow company to adjust the egg price then the impact should be minimum to company , just imagine if the egg price up 10 sens then 4.5mil egg /day for 3 months is around 40mil ....
2024-03-07 13:15 | Report Abuse
Management issue share as dividend and Director buy back the share , good sign
2024-03-05 11:17 | Report Abuse
soybean and corn future is keep dropping , that should benefit company to sustain their profitability , hope to see better result in next QR ..
2024-03-04 11:02 | Report Abuse
If management generous enough to give 50% of net profit as dividend then the current price will be a good bargain buy , lets see ..
2024-03-01 17:28 | Report Abuse
Hope management can give good dividends since company earned so much in last financial year …
2024-02-28 14:04 | Report Abuse
May be management should consider to buy back more shares now ..
2024-02-26 13:54 | Report Abuse
Good QR , when 2nd MOPU start operating (should be this quarter if not wrong), the revenue and profit shall increase accordingly...
2024-02-23 08:27 | Report Abuse
Hope can go break the 52weeks high soon ..
2024-02-17 11:07 | Report Abuse
FY2023 revenue Q1 recorded loss due to lower sales , with all these contract extension and Petronas Capex . they should see better sales and profit in 2024 , as some of the contacts was awarded in Q2 2023 ,and got extended until end 2024 , on top of that , the turn around of Perdana which should benefit the company performance as well , with this for sure they will have better revenue and profit in 2024 .. hope they can bring us more good news soon ..
2024-02-15 12:04 | Report Abuse
anybody know when the QR will be released ??
2024-02-14 17:33 | Report Abuse
Another new contract awarded and Perdana also won two new jobs ,2024 should be a prosperous year for both Dayang and Perdana ..
2024-02-14 09:58 | Report Abuse
The next QR may not be better than last QR due to Monsoon based on the statement from management in previous report , however , the prospect is good started from this quarter when the weather is back to normal ..
2024-02-13 17:39 | Report Abuse
Good job .. Another new contract in the pocket , if not wrong this should be the 5th announcement on job awarded in 2024 .. very promising ...
2024-02-07 16:03 | Report Abuse
I read from the news release in Bursa under company announcement…
2024-02-02 18:02 | Report Abuse
EPF start buying .....
2024-01-30 18:23 | Report Abuse
Dayang got another contract extension .. up to now already 4 contracts in a month , a good sign for the company .. wonder if IB will adjust the TP due to this ??
2024-01-23 08:38 | Report Abuse
Dayang won 3 contracts in one months , O&G business is booming ....
2024-01-05 17:11 | Report Abuse
https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2024-01-05-story-h-211328332-UK_house_prices_defy_forecasts_with_gain_in_2023_Halifax_says
UK house price still up even at economic downturn .. the reason could be due to house shortages based on this report , that could be the reason why YTLP dare to launch the second phrase now as the demand is there ..
2024-01-05 16:07 | Report Abuse
https://www.thebusinessdesk.com/south-west/news/5526-second-phase-of-huge-bristol-development-gets-green-light
Based on this news , YTLP should have started their UK properties project by now and expected to have first house to be completed by end of 2024 .
2024-01-05 13:39 | Report Abuse
even the current price , the PEX is only at 9.5 , still have room to grow comparing to the peer like Tenaga .. IF they can maintain the EPS more than 10sens , then for sure it will go beyond 4 or 5 by the time ..
2024-01-05 08:36 | Report Abuse
https://klse.i3investor.com/web/blog/detail/AmInvestResearch/2024-01-04-story-h-211356292-Power_Reaching_for_the_sun
WTE is another venue that YTLP is pursuing now , Johor also plan to build WTE power plant , may be that is one of the reason why YTLP invested in Ranhill ..
Stock: [FAJAR]: FAJARBARU BUILDER GRP BHD
2 days ago | Report Abuse
https://www.klsescreener.com/v2/news/view/1361515/%E8%AF%84%E8%AE%BA-%E9%82%A6%E4%BD%A0%E9%80%89%E8%82%A1-%E7%AA%81%E7%A0%B41998%E5%B9%B4%E4%BB%A5%E6%9D%A5%E6%9C%80%E5%BC%BA%E9%98%BB%E5%8A%9B-%E6%98%9F%E8%BE%B0%E5%BB%BA%E7%AD%91%E7%BB%BD%E6%94%BE%E5%85%89%E8%8A%92