TEO SENG CAPITAL BHD
KLSE (MYR): TEOSENG (7252)
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Last Price
2.40
Today's Change
0.00 (0.00%)
Day's Change
2.34 - 2.42
Trading Volume
1,456,100
Financial
Market Cap
720 Million
NOSH
300 Million
Latest Quarter
30-Sep-2024 [#3]
Announcement Date
14-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
20-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
119.86% | 32.44%
Revenue | NP to SH
765,208.000 | 185,347.000
RPS | P/RPS
255.06 Cent | 0.94
EPS | P/E | EY
61.78 Cent | 3.88 | 25.74%
DPS | DY | Payout %
9.39 Cent | 3.91% | 15.20%
NAPS | P/NAPS
1.89 | 1.27
QoQ | YoY
8.31% | 81.81%
NP Margin | ROE
24.22% | 32.60%
F.Y. | Ann. Date
30-Sep-2024 | 14-Nov-2024
Latest Audited Result
31-Dec-2023
Announcement Date
25-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
25-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
760,982.000 | 155,803.000
RPS | P/RPS
253.65 Cent | 0.95
EPS | P/E | EY
51.93 Cent | 4.62 | 21.64%
DPS | DY | Payout %
4.89 Cent | 2.04% | 9.41%
NAPS | P/NAPS
1.59 | 1.51
YoY
620.01%
NP Margin | ROE
20.47% | 32.59%
F.Y. | Ann. Date
31-Dec-2023 | 20-Feb-2024
Revenue | NP to SH
753,801.333 | 157,946.666
RPS | P/RPS
251.26 Cent | 0.96
EPS | P/E | EY
52.65 Cent | 4.56 | 21.94%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
30.73% | 33.23%
NP Margin | ROE
20.95% | 27.78%
F.Y. | Ann. Date
30-Sep-2024 | 14-Nov-2024
Show?
| Last 10 FY Result | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 753,801 | 765,208 | 760,982 | 651,967 | 530,140 | 478,280 | 547,102 | 490,285 | 424,209 | 433,712 | 412,889 | 380,933 | 7.98% | |
| PBT | 167,573 | 200,691 | 162,654 | 29,310 | 4,805 | 10,787 | 77,421 | 41,243 | 4,196 | 29,539 | 50,720 | 66,351 | 10.46% | |
| Tax | -9,629 | -15,346 | -6,851 | -7,671 | -1,805 | -6,589 | -18,580 | -10,880 | -742 | -5,990 | -9,622 | -17,559 | -9.92% | |
| NP | 157,944 | 185,345 | 155,803 | 21,639 | 3,000 | 4,198 | 58,841 | 30,363 | 3,454 | 23,549 | 41,098 | 48,792 | 13.76% | |
| - | ||||||||||||||
| NP to SH | 157,946 | 185,347 | 155,803 | 21,639 | 3,000 | 4,198 | 58,841 | 30,363 | 3,454 | 23,549 | 40,993 | 48,620 | 13.80% | |
| - | ||||||||||||||
| Tax Rate | 5.75% | 7.65% | 4.21% | 26.17% | 37.57% | 61.08% | 24.00% | 26.38% | 17.68% | 20.28% | 18.97% | 26.46% | - | |
| Total Cost | 595,857 | 579,863 | 605,179 | 630,328 | 527,140 | 474,082 | 488,261 | 459,922 | 420,755 | 410,163 | 371,791 | 332,141 | 6.88% | |
| - | ||||||||||||||
| Net Worth | 568,486 | 568,486 | 478,137 | 334,990 | 311,482 | 308,543 | 305,597 | 278,752 | 254,823 | 251,825 | 197,862 | 158,000 | 13.08% | |
| Equity | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Worth | 568,486 | 568,486 | 478,137 | 334,990 | 311,482 | 308,543 | 305,597 | 278,752 | 254,823 | 251,825 | 197,862 | 158,000 | 13.08% | |
| NOSH | 300,008 | 300,008 | 300,008 | 300,008 | 300,008 | 300,008 | 300,001 | 299,733 | 300,001 | 300,001 | 300,001 | 200,000 | 4.60% | |
| Ratio Analysis | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NP Margin | 20.95% | 24.22% | 20.47% | 3.32% | 0.57% | 0.88% | 10.76% | 6.19% | 0.81% | 5.43% | 9.95% | 12.81% | - | |
| ROE | 27.78% | 32.60% | 32.59% | 6.46% | 0.96% | 1.36% | 19.25% | 10.89% | 1.36% | 9.35% | 20.72% | 30.77% | - | |
| Per Share | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RPS | 253.26 | 257.09 | 259.42 | 221.87 | 180.41 | 162.76 | 186.19 | 163.57 | 141.50 | 144.67 | 137.73 | 190.47 | 3.49% | |
| EPS | 53.32 | 62.27 | 53.07 | 7.36 | 1.02 | 1.43 | 20.02 | 10.13 | 1.15 | 7.86 | 14.04 | 24.31 | 9.05% | |
| DPS | 12.67 | 9.50 | 5.00 | 0.00 | 0.00 | 0.00 | 6.00 | 3.00 | 0.00 | 1.50 | 2.50 | 10.00 | -7.40% | |
| NAPS | 1.91 | 1.91 | 1.63 | 1.14 | 1.06 | 1.05 | 1.04 | 0.93 | 0.85 | 0.84 | 0.66 | 0.79 | 8.37% | |
| Adjusted Per Share Value based on latest NOSH - 300,008 | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RPS | 251.26 | 255.06 | 253.65 | 217.32 | 176.71 | 159.42 | 182.36 | 163.42 | 141.40 | 144.57 | 137.63 | 126.97 | 7.98% | |
| EPS | 52.65 | 61.78 | 51.93 | 7.21 | 1.00 | 1.40 | 19.61 | 10.12 | 1.15 | 7.85 | 13.66 | 16.21 | 13.80% | |
| DPS | 12.57 | 9.39 | 4.89 | 0.00 | 0.00 | 0.00 | 5.88 | 3.00 | 0.00 | 1.50 | 2.50 | 6.67 | -3.38% | |
| NAPS | 1.8949 | 1.8949 | 1.5937 | 1.1166 | 1.0382 | 1.0285 | 1.0186 | 0.9291 | 0.8494 | 0.8394 | 0.6595 | 0.5267 | 13.08% | |
| Price Multiplier on Financial Quarter End Date | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | 30/09/24 | 30/09/24 | 29/12/23 | 30/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 29/12/17 | 30/12/16 | 31/12/15 | 31/12/14 | - | |
| Price | 2.32 | 2.32 | 1.60 | 0.745 | 0.74 | 0.885 | 1.29 | 0.965 | 1.00 | 1.15 | 1.51 | 1.82 | - | |
| P/RPS | 0.92 | 0.90 | 0.62 | 0.34 | 0.41 | 0.54 | 0.69 | 0.59 | 0.71 | 0.79 | 1.10 | 0.96 | -4.73% | |
| P/EPS | 4.37 | 3.73 | 3.01 | 10.12 | 72.48 | 61.95 | 6.44 | 9.53 | 86.80 | 14.64 | 11.04 | 7.49 | -9.62% | |
| EY | 22.87 | 26.84 | 33.20 | 9.88 | 1.38 | 1.61 | 15.52 | 10.50 | 1.15 | 6.83 | 9.06 | 13.36 | 10.63% | |
| DY | 5.46 | 4.09 | 3.13 | 0.00 | 0.00 | 0.00 | 4.65 | 3.11 | 0.00 | 1.30 | 1.66 | 5.49 | -6.04% | |
| P/NAPS | 1.21 | 1.21 | 0.98 | 0.65 | 0.70 | 0.84 | 1.24 | 1.04 | 1.18 | 1.37 | 2.29 | 2.30 | -9.03% | |
| Price Multiplier on Announcement Date | ||||||||||||||
| AQR | T4Q | 31/12/23 | 31/12/22 | 31/12/21 | 31/12/20 | 31/12/19 | 31/12/18 | 31/12/17 | 31/12/16 | 31/12/15 | 31/12/14 | CAGR | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Date | 14/11/24 | 14/11/24 | 20/02/24 | 21/02/23 | 16/02/22 | 09/02/21 | 13/02/20 | 20/02/19 | 27/02/18 | 24/02/17 | 22/02/16 | 24/02/15 | - | |
| Price | 2.53 | 2.53 | 2.30 | 0.79 | 0.80 | 0.80 | 1.15 | 1.32 | 0.99 | 1.13 | 1.35 | 1.59 | - | |
| P/RPS | 1.00 | 0.98 | 0.89 | 0.36 | 0.44 | 0.49 | 0.62 | 0.81 | 0.70 | 0.78 | 0.98 | 0.83 | 0.77% | |
| P/EPS | 4.77 | 4.06 | 4.33 | 10.73 | 78.36 | 56.00 | 5.74 | 13.03 | 85.93 | 14.39 | 9.87 | 6.54 | -4.47% | |
| EY | 20.98 | 24.61 | 23.09 | 9.32 | 1.28 | 1.79 | 17.41 | 7.67 | 1.16 | 6.95 | 10.13 | 15.29 | 4.68% | |
| DY | 5.01 | 3.75 | 2.17 | 0.00 | 0.00 | 0.00 | 5.22 | 2.27 | 0.00 | 1.33 | 1.85 | 6.29 | -11.14% | |
| P/NAPS | 1.32 | 1.32 | 1.41 | 0.69 | 0.75 | 0.76 | 1.11 | 1.42 | 1.16 | 1.35 | 2.05 | 2.01 | -3.86% | |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
7 people like this. Showing 50 of 6,272 comments
Dont forget subsidy will be reflected in the coming QR and can expect more interim div
1 month ago
For so many reasons. Teo Seng is no 1 producer, most efficient. Highest margin. Cash rich. Related to LHI.
1 month ago
We should see one off 26mil gain (sold Singapore asset ) as well .. If government paid all the subsidy on time , teh next QR profit may be is another record high again with all these income ...
1 month ago
If i am not mistaken, Singapore asset was sold at almost book value, so no disposal gain.
1 month ago
The Disposal Consideration is expected to be used by Teo Seng and/or its subsidiaries
(“Teo Seng Group”) for repayment of bank borrowings and/or working capital.
Management invested this asset in 2015 , and the currency is 1 to 2.69 at that time , even they sold at book value , should see some cash return based on currency and depreciated value in past 9 years.. that shall make their cash position stronger that before ..
1 month ago
@Simonalibaba, how do you derive at this value? You better not pluck from the sky lo....haha
1 month ago
Good news for egg producers in the long run but the brekky roti telur price will go up for sure
1 month ago
The impact on egg producer is alike last year chicken producer ending subsidy, stock like CAB earning decrease significantly after chicken subsidy ended
1 month ago
The major impact after ending gov subsidy will increase egg market competition, as egg producer cannot rely on subsidy as profit. Egg producer will force to launch price war to protect their market share
1 month ago
Based on Q2 result, Teoseng still can make EPS 8sens without the subsidy (they receive 900k of subsidy in Q2 only , that is insignificant )..
1 month ago
The problem is other egg producers will compete aggressively with teoseng, as without gov subsidy other egg producer need greater promotion to fight market share and their profit.
Therefore, once gov end egg subsidy, active competition among egg producer will increase instead of current more passive competition due to gov subsidy support
1 month ago
The subsidy for chicken was terminated on Nov 1 last year, following which, the supply and price of chicken became more stable.
"When we took the unpopular decision of ending the chicken subsidy, many people belittled our efforts, saying that the price of chicken would soar.
Alhamdulillah, after the subsidy was terminated, the price of chicken no longer soared, and more importantly, the country benefited by saving RM100mil a month," he said – Bernama
Chicken price before subsidy cut amd ceilings price cap is RM 9.40/kg
After gov remove ceilings price and end chicken subsidy, market selling for chicken now at around RM 8/kg. Main chicken stock listed in bursa are CAB, CCK and Mflour (dinding)
1 month ago
Mixed reactions. Long awaited subsidy removal. Long term good prospect for Teo Seng
1 month ago
In 2022, Malaysia exported $154M in Eggs. The main destinations of Malaysia exports on Eggs were Singapore ($138M), Hong Kong ($6.73M), Brunei ($3.24M), Maldives ($2.04M), and Timor-Leste ($1.5M).
1 month ago
Given the economies of scale and its integrated business model, Chew(Lhi CFO) believes Lhi and its subsidiary Teoseng will be well shielded from any adverse effects (removal of subsidy for chicken eggs). --The Edge 14.10.2024
1 month ago
Congrats to all holders unfazed by the news of the subsidy removal. Those with the gumption to buy in on the sell-off on that fateful day is laughing all the way to the bank today.
4 weeks ago
Teo Seng Capital (TSCB MK, NOT RATED, FV: MYR4.26)
“Egg-ceptional” Value, Golden Yields Ahead
Trading Idea
♦️ MYR4.26 FV based on 7.5x FY25F P/E. Teo Seng Capital is well-positioned to sustain strong earnings through cost efficiencies and steady demand driven by population growth and tourism. Benefiting from favourable market conditions ie strengthening MYR and lower feed costs, its resilient performance is further supported by its planned distribution centre in Pahang, which will bolster supply chain efficiency for its top mini-market chain client. With attractive dividend yields of 10.3% (annualised) and 7.2% for 2H24F and FY25F, TSCB should be rerated from its low 4.2x FY25F P/E.
♦️ Link to report: https://research.rhbtradesmart.com/files_preview?hash=8c38140e-e63f-4b00-9ce9-098d5f963c18
4 weeks ago
I am also too lazy to speak about it Already. Just enjoy the reaping own self and dance own self , shock sendiri cukup
4 weeks ago
@simonalibaba long time no see bro. your still here. i thought u sold off earlier
4 weeks ago
TEO SENG CAPITAL BERHAD ("TSCB" OR THE "COMPANY")
PROPOSED BONUS ISSUE OF 300,008,175 NEW ORDINARY SHARES IN TSCB ("TSCB SHARES" OR "SHARES") ("BONUS SHARES") ON THE BASIS OF 1 BONUS SHARE FOR EVERY 1 EXISTING TSCB SHARE HELD ON AN ENTITLEMENT DATE TO BE DETERMINED AND ANNOUNCED LATER ("PROPOSED BONUS ISSUE")
4 weeks ago
very very egg-cellent price movement and expect q3 report will be egg-cellent too 😀
3 weeks ago
What a big disappointment!! good results, good dividend, good prospects, but......
4 days ago
What is the relationship of this Malay girl with Teo Seng ??? Is she eat Teo Seng eggs every day ???
2 days ago
Bigger dividend is needed to boost the share price. Another benefit is to avoid that 2% dividend tax next year. See Lysaght, MSC and Kossan.
1 day ago
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Trianon
Teo Seng is egg-celerating despite the sell-off 😁
1 month ago