Posted by simon_nick > 2014-08-28 20:00 | Report Abuse

Huat liao ahhhh this time! :D

Posted by simon_nick > 2014-08-28 20:27 | Report Abuse

PE still extremely low at 6.65, this is gonna be my darling stock for some time to go..Hehe

Posted by greddym3 > 2014-08-28 20:56 | Report Abuse

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

Posted by ipomember > 2014-08-28 22:09 | Report Abuse

have a look on its cash flow from investing activities for this quarter and past few years. Do you see something fishy?

Posted by greddym3 > 2014-08-28 22:47 | Report Abuse

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

Posted by Up_down > 2014-09-02 10:38 | Report Abuse

LTKM seems attractive while comparing with its peers.

Poultry Industry PER (times):

LTKM - 6.6 ( No debt )
Cab - 7.24 ( high gear )
CCK - 10.25
Farmbes - 12.37
Huat Lai - 6.78 ( extreme high gear )
Layhong - 13.38
Mflour - 11.82
PW - 10.33
Teoseng - 11.75

Posted by simon_nick > 2014-09-02 14:20 | Report Abuse

One thing missing in this website is the like button....great info Up_down! :)

Posted by greddym3 > 2014-09-02 15:22 | Report Abuse

thanks for the info Up_down!

Posted by SS661M > 2014-09-08 16:00 | Report Abuse

Rise the eggs price a little will be able to pay 20sen div next yr.

Posted by underthebigtree > 2014-09-11 22:38 | Report Abuse

Share price today adjusted 10sen down (ex date:11/9/14). But based on latest amended announcement, tomorrow is ex date for final div. AGM is on 23/9/14.. but ex date is on 12/9/14...How? if final div not approve in coming AGM. =.=''
I really catch no ball..

Posted by gnail > 2014-09-13 11:21 | Report Abuse

@greddym3 how do you know LTKM has KSL shares? what other shares has LTKM bought? can you share?

Posted by greddym3 > 2014-09-13 21:13 | Report Abuse

You can read the latest KSL annual report.i cannot find other companies that they invested in.its good that KSL has doubled in price.

Posted by gnail > 2014-09-14 15:24 | Report Abuse

ok thanks :)

Posted by greddym3 > 2014-09-24 11:18 | Report Abuse

http://www.thesundaily.my/news/1178620

LTKM to look at growing property development business

Posted by simon_nick > 2014-09-24 22:29 | Report Abuse

All resolutions approved in AGM. This stock is really a gem.

Posted by Up_down > 2014-09-25 09:54 | Report Abuse

Ltkm remains a heavily undervalued company among poultry counters in term of PER. It started to head north after the break through in past 2 days.

Posted by SS661M > 2014-09-25 10:14 | Report Abuse

Why up so much? Any stimulant?

Posted by Up_down > 2014-09-25 10:25 | Report Abuse

It's a laggard and playing catch up now. I hope it would announce a corporate exercise such as bonus issue..

Posted by Superb99 > 2014-09-25 10:32 | Report Abuse

It is really a good gem...missed the boat..the price is quite high now, what's the TP??

Posted by Up_down > 2014-09-25 10:44 | Report Abuse

You can make a comparison of the counters in term of PER.

LTKM - 7.1 ( No debt )
Cab - 8.3 ( high gear )
CCK - 10.5
Farmbes - 13.0
Huat Lai - 7.6 ( extreme high gear )
Layhong - 20.0
Mflour - 12.2
PW - 11.0
Teoseng - 14.3

Posted by simon_nick > 2014-09-25 11:14 | Report Abuse

TP RM6 for LTKM, they are diversifying into properties as well.

Posted by Up_down > 2014-09-25 11:35 | Report Abuse

Your TP RM 6 (PER 8.9) is slightly low. I would expect it to trade at 6.8 or PER 10 times.

Posted by simon_nick > 2014-09-25 12:59 | Report Abuse

Where's the like button? :D

Posted by SJSOON > 2014-09-25 17:04 | Report Abuse

QL may eye for LTKM after Layhong. But, LTKMis not easy to be acquired as the MD holds substantial shares on hand.

Posted by greddym3 > 2014-09-25 18:09 | Report Abuse

http://www.theedgemalaysia.com/business-news/308942-hot-stock-ltkm-soars-to-all-time-high-after-ql-offers-to-take-over-lay-hong.html

Worth more than rm5.50!

Posted by Up_down > 2014-09-30 11:51 | Report Abuse

LTKM is slowly climbing up a staircase. It moves upward step by step in a very conservative manner.

Posted by simon_nick > 2014-10-01 10:58 | Report Abuse

That's a good sign up_down. I rather have it that way than up a lot suddenly and come crashing down. Gonna hold it for long term :)

Posted by simon_nick > 2014-10-07 09:21 | Report Abuse

5.10.....oh yeah baby! :D

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

It remains the counter traded at dirt cheap price in poultry industry.

Posted by Up_down > 2014-10-07 10:30 | Report Abuse

Main raw material consumed in the poultry industry is corn and soybean. I would expect LTKM to post higher profit as the corn and soybean prices dropped between 20% to 30% in the past 3 months.

Posted by Superb99 > 2014-10-07 10:39 | Report Abuse

quite high now...

Posted by simon_nick > 2014-10-07 10:42 | Report Abuse

Superb99, look at the PE ratio and the strong financial results, you'll notice it's damn cheap. :)

Posted by greddym3 > 2014-10-07 10:48 | Report Abuse

Next quarter result EPS should be around 20sen.20 sen x 4 quarters = 80 sen. 80 sen x 10 PE = RM8.

Posted by Firebird2 > 2014-10-07 10:49 | Report Abuse

Hi greddym3, am holding tight this one.

Posted by Up_down > 2014-10-07 10:53 | Report Abuse

This is a low liquidity counter. It is not easy to accumulate more at cheap price. I used to own Teo Seng at the price 80 cents during the period of low PER but I sold 1.15 when its volume hit sky high. Now, the price stays at 2.30. what a joke!

Posted by simon_nick > 2014-10-07 10:58 | Report Abuse

Up_down, that is part and parcel of the game. :)
As long as we stick to strong fundamental stocks, I won't say we definitely won't go wrong, but as long as we did our homework, we've greatly reduced the risk of going wrong? Cheers.

Posted by Up_down > 2014-10-07 11:12 | Report Abuse

Simon_nick. Agreed with you. I dare not to buy LTKM when I saw the price had been rising high in the past few months. I did convince myself through buying a small quantity first. My still accumulating.

Posted by SS661M > 2014-10-07 11:51 | Report Abuse

The co. is sitting on cash. May be can consider enlarging its share capital; bonus share.

Posted by SS661M > 2014-10-07 11:53 | Report Abuse

KSL under selling pressure. May be LTKM is taking profit. Luckily I bought both. One counter's loss is another counter's gain. Break even.

Posted by Up_down > 2014-10-09 18:47 | Report Abuse

Lay Hong has announced a profit up of 7-fold comparing with comparing with the corresponding quarter of preceeding year. The increase in bottom line was due to higher selling price of eggs and favorable raw material price of corn & soybean. LTKM is expected to announce good results next month.

Posted by greddym3 > 2014-10-09 19:31 | Report Abuse

someone playing with the stock price haha

Posted by Up_down > 2014-10-09 19:44 | Report Abuse

Managed to grab some at cheap price in past 2 days. Big players are fabricating chart now. Wakaka

Posted by simon_nick > 2014-10-10 09:10 | Report Abuse

Congrats Up_down on getting some more LTKM on cheap price. I've got no more cash to buy in more. :(

Posted by Up_down > 2014-10-10 11:12 | Report Abuse

Today was even traded at much cheaper price with few lots only.

Posted by greddym3 > 2014-10-10 13:03 | Report Abuse

Dont worry they can play with the price but not the fundamental

Posted by greddym3 > 2014-10-10 16:53 | Report Abuse

eggs exempted from GST! hahaha

Posted by simon_nick > 2014-10-15 10:56 | Report Abuse

Took out some FD and bought LTKM at cheap price yesterday :D

Posted by Up_down > 2014-10-15 11:49 | Report Abuse

Nice to see that you can grab this counter at cheap price.

Posted by lbkeat > 2014-10-15 20:01 | Report Abuse

Me also top up few lots recently im quite confident ltkm will posts sterling results next month due 2 lower price of sweet corn and soya bean but im quite interesting 2 see the company venturing into property market the company got some hundreds hektar of land near klang for future development and also investment in ksl bear fruit now

Posted by simon_nick > 2014-10-23 13:41 | Report Abuse

Yup buy and hold for long term