TEO SENG CAPITAL BHD
KLSE (MYR): TEOSENG (7252)
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Last Price
1.92
Today's Change
+0.01 (0.52%)
Day's Change
1.89 - 1.94
Trading Volume
457,000
Financial
Market Cap
576 Million
NOSH
300 Million
Latest Quarter
31-Mar-2024 [#1]
Announcement Date
14-May-2024
Next Quarter
30-Jun-2024
Est. Ann. Date
22-Aug-2024
Est. Ann. Due Date
29-Aug-2024
QoQ | YoY
-49.16% | 72.75%
Revenue | NP to SH
767,651.000 | 170,124.000
RPS | P/RPS
255.88 Cent | 0.75
EPS | P/E | EY
56.71 Cent | 3.39 | 29.53%
DPS | DY | Payout %
2.44 Cent | 1.27% | 4.31%
NAPS | P/NAPS
1.67 | 1.15
QoQ | YoY
9.19% | 357.78%
NP Margin | ROE
22.16% | 33.92%
F.Y. | Ann. Date
31-Mar-2024 | 14-May-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 | 0.76
EPS | P/E | EY
51.93 Cent | 3.70 | 27.05%
DPS | DY | Payout %
4.89 Cent | 2.55% | 9.41%
NAPS | P/NAPS
1.59 | 1.20
YoY
620.01%
NP Margin | ROE
20.47% | 32.59%
F.Y. | Ann. Date
31-Dec-2023 | 20-Feb-2024
Revenue | NP to SH
760,276.000 | 136,020.000
RPS | P/RPS
253.42 Cent | 0.76
EPS | P/E | EY
45.34 Cent | 4.23 | 23.61%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-12.7% | 72.75%
NP Margin | ROE
17.89% | 27.12%
F.Y. | Ann. Date
31-Mar-2024 | 14-May-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 | 760,276 | 767,651 | 760,982 | 651,967 | 530,140 | 478,280 | 547,102 | 490,285 | 424,209 | 433,712 | 412,889 | 380,933 | 7.98% | |
| PBT | 163,856 | 179,196 | 162,654 | 29,310 | 4,805 | 10,787 | 77,421 | 41,243 | 4,196 | 29,539 | 50,720 | 66,351 | 10.46% | |
| Tax | -27,836 | -9,072 | -6,851 | -7,671 | -1,805 | -6,589 | -18,580 | -10,880 | -742 | -5,990 | -9,622 | -17,559 | -9.92% | |
| NP | 136,020 | 170,124 | 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 | 136,020 | 170,124 | 155,803 | 21,639 | 3,000 | 4,198 | 58,841 | 30,363 | 3,454 | 23,549 | 40,993 | 48,620 | 13.80% | |
| - | ||||||||||||||
| Tax Rate | 16.99% | 5.06% | 4.21% | 26.17% | 37.57% | 61.08% | 24.00% | 26.38% | 17.68% | 20.28% | 18.97% | 26.46% | - | |
| Total Cost | 624,256 | 597,527 | 605,179 | 630,328 | 527,140 | 474,082 | 488,261 | 459,922 | 420,755 | 410,163 | 371,791 | 332,141 | 6.88% | |
| - | ||||||||||||||
| Net Worth | 501,604 | 501,604 | 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 | 501,604 | 501,604 | 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 | 17.89% | 22.16% | 20.47% | 3.32% | 0.57% | 0.88% | 10.76% | 6.19% | 0.81% | 5.43% | 9.95% | 12.81% | - | |
| ROE | 27.12% | 33.92% | 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 | 259.18 | 261.70 | 259.42 | 221.87 | 180.41 | 162.76 | 186.19 | 163.57 | 141.50 | 144.67 | 137.73 | 190.47 | 3.49% | |
| EPS | 46.36 | 58.00 | 53.07 | 7.36 | 1.02 | 1.43 | 20.02 | 10.13 | 1.15 | 7.86 | 14.04 | 24.31 | 9.05% | |
| DPS | 10.00 | 2.50 | 5.00 | 0.00 | 0.00 | 0.00 | 6.00 | 3.00 | 0.00 | 1.50 | 2.50 | 10.00 | -7.40% | |
| NAPS | 1.71 | 1.71 | 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 | 253.42 | 255.88 | 253.65 | 217.32 | 176.71 | 159.42 | 182.36 | 163.42 | 141.40 | 144.57 | 137.63 | 126.97 | 7.98% | |
| EPS | 45.34 | 56.71 | 51.93 | 7.21 | 1.00 | 1.40 | 19.61 | 10.12 | 1.15 | 7.85 | 13.66 | 16.21 | 13.80% | |
| DPS | 9.78 | 2.44 | 4.89 | 0.00 | 0.00 | 0.00 | 5.88 | 3.00 | 0.00 | 1.50 | 2.50 | 6.67 | -3.38% | |
| NAPS | 1.672 | 1.672 | 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 | 29/03/24 | 29/03/24 | 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 | 1.86 | 1.86 | 1.60 | 0.745 | 0.74 | 0.885 | 1.29 | 0.965 | 1.00 | 1.15 | 1.51 | 1.82 | - | |
| P/RPS | 0.72 | 0.71 | 0.62 | 0.34 | 0.41 | 0.54 | 0.69 | 0.59 | 0.71 | 0.79 | 1.10 | 0.96 | -4.73% | |
| P/EPS | 4.01 | 3.21 | 3.01 | 10.12 | 72.48 | 61.95 | 6.44 | 9.53 | 86.80 | 14.64 | 11.04 | 7.49 | -9.62% | |
| EY | 24.93 | 31.18 | 33.20 | 9.88 | 1.38 | 1.61 | 15.52 | 10.50 | 1.15 | 6.83 | 9.06 | 13.36 | 10.63% | |
| DY | 5.38 | 1.34 | 3.13 | 0.00 | 0.00 | 0.00 | 4.65 | 3.11 | 0.00 | 1.30 | 1.66 | 5.49 | -6.04% | |
| P/NAPS | 1.09 | 1.09 | 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 | 14/05/24 | 14/05/24 | 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 | 1.84 | 1.84 | 2.30 | 0.79 | 0.80 | 0.80 | 1.15 | 1.32 | 0.99 | 1.13 | 1.35 | 1.59 | - | |
| P/RPS | 0.71 | 0.70 | 0.89 | 0.36 | 0.44 | 0.49 | 0.62 | 0.81 | 0.70 | 0.78 | 0.98 | 0.83 | 0.77% | |
| P/EPS | 3.97 | 3.17 | 4.33 | 10.73 | 78.36 | 56.00 | 5.74 | 13.03 | 85.93 | 14.39 | 9.87 | 6.54 | -4.47% | |
| EY | 25.20 | 31.52 | 23.09 | 9.32 | 1.28 | 1.79 | 17.41 | 7.67 | 1.16 | 6.95 | 10.13 | 15.29 | 4.68% | |
| DY | 5.43 | 1.36 | 2.17 | 0.00 | 0.00 | 0.00 | 5.22 | 2.27 | 0.00 | 1.33 | 1.85 | 6.29 | -11.14% | |
| P/NAPS | 1.08 | 1.08 | 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 6,193 comments
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
If compare to last year same quarter, subsidy from gov also nearly 100% lesser.
2 months ago
Also another milestone for TS on this quarter is turning from net debt to net cash company..
2 months ago
Also feedcost still low compare yoy, should have another good quarter ahead..
2 months ago
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
Teo Seng Capital Bhd's first quarter net profit rose 42.11% to RM34 million from RM19.68 million a year ago, on higher egg sales, improved raw material costs, and government subsidies that eased operational expenses.
https://theedgemalaysia.com/node/711543
2 months ago
The selldown today is due to retail investors taking profit and capital to chase glove counters? Open for discussion, anyone?
2 months ago
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
lubetrader twhen a good QR comes out and the stock doesnt jump, some ppl to move on. there is no one operating this counter as u can see from the volume and the way its traded and so its largely supported by retail.
i dont think the flow went to glove coz if u are invested here, u probably wouldnt buy gloves which are all financially bad now and just based on a distant tarriff in 2026. thats 1.5 years to go. anything can happen
2 months ago
Genting Bhd Technical and Fundamental analysis good video
https://youtu.be/CJfHNjr3wUQ
for Bauto : https://www.youtube.com/watch?v=zenNKbnf4dU
2 months ago
Teo Seng plans to focus on integrated layer farming and poultry-related products for future growth. Hence, they acquired 104.87 acres of land for future layer farming expansion
2 months ago
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
Ya, hopefully they will pay out 50% of net profit as dividend this financial year
https://teoseng.com.my/wp-content/uploads/2020/04/8.-Dividend-Policy-Reviewed-as-at-16-Mar-2018.pdf
2 months ago
US records worst bird flu outbreak in two years at Iowa egg farm 😶
https://theedgemalaysia.com/node/713394
1 month ago
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 ...
1 month ago
How come this stock still no movement? Its peer like LHI has moving north lately..
1 month ago
3-sen reduction in egg prices is not good for the industry?
https://www.malaymail.com/news/malaysia/2024/06/19/consumers-welcome-egg-price-cut-but-want-broader-reductions-in-essential-food-items/140361
1 month ago
The govt requested a price cut so it will be subsidized to the poultry producers
1 month ago
Different place, different story. ha
https://www.malaymail.com/news/malaysia/2024/06/21/drop-in-eggs-prices-not-felt-much-by-kuching-consumers-grocery-store-owners-clueless/140764
1 month ago
Reductions to retail prices for Grade A, B, and C chicken eggs to 42 sen, 40 sen and 38 sen per egg respectively, effective from June 17.
https://www.thestar.com.my/news/nation/2024/06/26/no-cracks-in-egg-sale-under-new-ceiling-price
1 month ago
corn future show downtrend , should be good news for poultry farm .. hope to see this reflect in coming QR ..
2 weeks ago
Not Malaysia...? Our neighbour ... 😐
https://tuoitrenews.vn/news/business/20240714/singapore-seeks-to-import-meat-eggs-from-vietnam/80941.html
1 week ago
director dealing during Closed Period. acquiring or dumping? doesnt look good. bahaya eh!!💀☠
3 days ago
https://www.klsescreener.com/v2/announcements/view/7434097
Company shall use this money for the repayment of bank borrowing according to Nov 23 announcement , so we shall see the debt further reduce in Q3 24 , Teo Seng shall become the net cash company soon if they can maintain the current EPS ...
2 days ago
InvestPro fair value 2.75 with health score of 3.94 from 1-5. Which is excellent performance.
1 day ago
what can an egg co. do apart from giving fat dividend or bonus issue? AI eggs hohoho
1 day ago
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Ledangking
Result just out. Eps 11.59 sen with 2.5 Sen divy declared.
2 months ago