Posted by 林俊松 > 2014-05-28 13:57 | Report Abuse

SKP not long term investment?

Posted by Firebird2 > 2014-05-28 14:16 | Report Abuse

nch218, hope it will reach soon, plus split/bonus to lift it to Rm8.00 haha.
Lim, SKP has some specific risk that I wont take, as compared to how much I can make out of it, eg few customers, major shareholders selling it down and buying back. I could be wrong.

Posted by greddym3 > 2014-05-28 15:11 | Report Abuse

Too many plastic moulding manufacturer in malaysia. For SKP, they have to chase customers. For LTKM, customer chase them hehe.

Posted by Firebird2 > 2014-05-28 15:23 | Report Abuse

Buy their eggs and shares for health and wealth. hahaha greddy

Posted by greddym3 > 2014-05-29 17:39 | Report Abuse

JACKPOT! EPS 26sen! RM6 coming hahaha

Posted by ipomember > 2014-05-29 22:08 | Report Abuse

the result is quite good but not surprising. However, if you put a closer look on the report, the company had spent around 20M out of 24M of its operating cash flow to invest in securities? ARE YOU SERIOUS?it is a NO NO for me !!

Posted by ipomember > 2014-05-29 22:49 | Report Abuse

is that anyone of you able to find any information regarding of business expansion for LTKM? To be frank i can't !(if you can please share). The owner and his wife is quite a old folks already. Do they have any plans to expand the business? If yes why spend almost all of OCF to buy securities? If no, it is not a good share for long term holding. The good result comes after the disposal of non-profit business and solely due to egg prices recovery and stable feed costs?

Posted by ipomember > 2014-05-29 23:10 | Report Abuse

14% of total asset are marketable securities? For a company doing poultry business? Serious? it looks like it is a sell for me!

Posted by greddym3 > 2014-05-29 23:37 | Report Abuse

thank you for your comment. its good to have a contrarian here. for me this is a stable stock with generous dividend. as long as people still eat eggs this company will exist. it is a BUY for me.

Posted by ipomember > 2014-05-30 09:04 | Report Abuse

like you i think the company is solid, but long term wise, you might have to ponder

Posted by shawnriver > 2014-05-30 09:29 | Report Abuse

The result is so good, im gonna hold till my new target price RM4.5 !

Posted by fishbone > 2014-05-30 14:20 | Report Abuse

eps 26 sen, whole yr eps 65. pe only 5.5. TP should be 4.5 to 5. It's a BUY at current price

Posted by 林俊松 > 2014-05-30 16:06 | Report Abuse

Why today volume suddenly so high ya?
Record neh~

Posted by ipomember > 2014-05-30 18:01 | Report Abuse

Justmayo just laucnched at HK few days ago, it is a threat for chicken eggs industry. furthermore, i really dont like when a company using the shareholders money to buy securities instead of expanding its major business. bad decision

Posted by 林俊松 > 2014-06-01 16:14 | Report Abuse

Tomorrow continue to shoot!!!

Posted by greddym3 > 2014-06-02 09:38 | Report Abuse

林俊松 u still have LTKM?

Posted by 林俊松 > 2014-06-03 14:38 | Report Abuse

Have, why?

Posted by greddym3 > 2014-06-03 14:56 | Report Abuse

u said u have sold already.its okay

Posted by greddym3 > 2014-07-07 19:07 | Report Abuse

http://online.wsj.com/articles/corn-soybean-prices-slide-on-robust-u-s-supplies-1404151637

LTKM will incur lower feed cost to produce eggs.This will translate into higher earnings for the rest of the year!

Posted by Superb99 > 2014-07-16 11:51 | Report Abuse

Any good news behind, increasing recently.

Posted by Firebird2 > 2014-07-16 12:06 | Report Abuse

Only insider have the privilege to know first hand if there is a possibility of a split and bonus together. Or special dividend?

Posted by greddym3 > 2014-07-16 15:48 | Report Abuse

LTKM is catching up with TEOSENG valuation

Posted by Superb99 > 2014-07-17 10:02 | Report Abuse

actually what is the fair value for this counter??

Posted by greddym3 > 2014-07-17 10:03 | Report Abuse

fair value is RM4.50

Posted by Firebird2 > 2014-07-17 20:39 | Report Abuse

Dividends proposed 10 cents per share.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1687417

Posted by Stanley Yeo > 2014-07-18 05:23 | Report Abuse

2013 eps 22.17 , 2014 eps 65.22 , how about 2015?

Posted by Firebird2 > 2014-07-18 09:34 | Report Abuse

Taking the last quarter ressults as representing the latest situation the company is in, eg feed cost, selling prices etc... eps was 26.24cents.
If the same situation persist, a crude way to estimate would be to times x4.

Posted by greddym3 > 2014-07-18 11:26 | Report Abuse

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!

Posted by Firebird2 > 2014-07-18 12:35 | Report Abuse

As a big portion of the cost are on the feed, the decline in these two commodities will usher into bumper gains for companies like LTKM
http://www.agweb.com/article/corn_drops_as_u.s._crop_outlook_boosts_global_supply_prospects_BLMG/
http://www.agweb.com/article/soybeans_head_for_longest_slump_since_1973_BLMG/

Posted by Stanley Yeo > 2014-07-18 16:06 | Report Abuse

huge profit in future, but so sad, i have not enough money to buy.may be next month, but next month may be price too high already.

Posted by aiman168 > 2014-07-21 16:05 | Report Abuse

telur telur...

Posted by aiman168 > 2014-07-21 16:05 | Report Abuse

beli...............beli.....................

Posted by greddym3 > 2014-07-21 16:30 | Report Abuse

LTKM...the most undervalued egg counter!

Posted by TrendingBull > 2014-07-21 17:43 | Report Abuse

Whats everyone's TP?

Posted by greddym3 > 2014-07-22 09:21 | Report Abuse

those who missed the ride can buy TEOSENG

Posted by jesper > 2014-07-22 09:49 | Report Abuse

Teo Seng on selling pressure by investor

Posted by cytew > 2014-07-22 18:25 | Report Abuse

TP 1.80 by cny

Posted by TrendingBull > 2014-07-25 01:19 | Report Abuse

what miss the boat? this will go to rm5

Posted by baiyuensheng > 2014-07-30 17:04 | Report Abuse

is it a 1RM par value share?

Posted by greddym3 > 2014-07-30 17:25 | Report Abuse

yes RM1 par value

Posted by greddym3 > 2014-08-01 19:19 | Report Abuse

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

Posted by simon_nick > 2014-08-15 11:19 | Report Abuse

This is really awesome counter, I'm gonna hold for long long term :D

Posted by Joel > 2014-08-15 14:46 | Report Abuse

PW is another counter to looking for.

Posted by fishbone > 2014-08-16 00:31 | Report Abuse

uptrend continues...

Posted by greddym3 > 2014-08-18 18:45 | Report Abuse

this egg always sold out at 99 speedmart haha

Posted by SS661M > 2014-08-19 16:42 | Report Abuse

Hi, all. Congrate. After waiting so long finally move.

Posted by greddym3 > 2014-08-22 16:35 | Report Abuse

some selling pressure...

Posted by TrendingBull > 2014-08-25 00:43 | Report Abuse

still will up tp 5.5 - 6.3

Posted by jesper > 2014-08-26 18:12 | Report Abuse

Quarter result will reveal next few days

Posted by greddym3 > 2014-08-28 17:58 | Report Abuse

Excellent result! EPS 16sen