TEO SENG CAPITAL BHD

KLSE (MYR): TEOSENG (7252)

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Last Price

1.01

Today's Change

+0.01 (1.00%)

Day's Change

1.00 - 1.02

Trading Volume

522,500

Prices
Date Open High Low Close Change Volume
Discussions
7 people like this. Showing 50 of 6,282 comments

klee

Poultry stocks flying to the moon.
RM3 for teoseng is fair n reasonable.

2024-10-01 16:53

Simonalibaba

Teoseng fair value 3.03

2 months ago

LubeTrader

@Simonalibaba, how do you derive at this value? You better not pluck from the sky lo....haha

2024-10-02 12:19

Trianon

That's is egg (ache) -ing 🤕

2024-10-07 11:40

LubeTrader

Good news for egg producers in the long run but the brekky roti telur price will go up for sure

2 months ago

stncws

Later bomb shell coming...

2024-10-09 13:13

hng33

The impact on egg producer is alike last year chicken producer ending subsidy, stock like CAB earning decrease significantly after chicken subsidy ended

2 months ago

stncws

Suppoelrt rm2.20

2024-10-09 14:55

hng33

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

2024-10-09 15:02

harvest6138

Based on Q2 result, Teoseng still can make EPS 8sens without the subsidy (they receive 900k of subsidy in Q2 only , that is insignificant )..

2 months ago

hng33

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

hng33

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)

2024-10-09 18:05

cchin

Mixed reactions. Long awaited subsidy removal. Long term good prospect for Teo Seng

1 month ago

LubeTrader

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

Trianon

awesome, Teoseng is still egg-celerating regardless subsidy cancellation

2024-10-14 11:55

katara

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

2024-10-15 11:16

katara

no news of removal in budget 2025 is good news for chicken eggs

2024-10-21 08:38

LubeTrader

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.

2024-10-21 11:47

LubeTrader

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

2024-10-21 11:47

Simonalibaba

I am also too lazy to speak about it Already. Just enjoy the reaping own self and dance own self , shock sendiri cukup

2024-10-21 15:19

Simonalibaba

3.5 already syok until cannot speak

2024-10-21 15:21

BornToSpeculate

@simonalibaba long time no see bro. your still here. i thought u sold off earlier

2024-10-21 17:01

cchin

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")

2024-10-22 18:20

katara

Ts last bonus issue was Jan2015 1:2

2024-10-22 18:22

Abba84

Eggs dropped, despite bonus! 🧐 Y?

2024-10-23 10:24

katara

buy

2024-10-23 14:08

cchin

heading to 3.00 before Q3 report announcement in Nov

2024-10-23 16:14

katara

above 3 b4 bonus issue ex ..

2 months ago

Trianon

very very egg-cellent price movement and expect q3 report will be egg-cellent too 😀

2 months ago

katara

this QR is going to be v good

2 months ago

katara

the last QR/Q4 will be very good too

2 months ago

TSN001

What a big disappointment!! good results, good dividend, good prospects, but......

2 months ago

troy88

Bursa is a joke of a pump and dump market.

2 months ago

katara

just keep ..

2 months ago

markgold

What is the relationship of this Malay girl with Teo Seng ??? Is she eat Teo Seng eggs every day ???

2 months ago

StarOfTheBull

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.

2 months ago

markgold

If Teo seng is in IT industry, the share price easily above RM5.00

2 months ago

Trianon

If Teo Seng expanded into plantation field before, it would be RM5 now. ha

2 months ago

markgold

Lack of big investors, the share price drop bit by bit.

2 months ago

katara

bonus 1:1 11.12.2024 ex

1 month ago

Trianon

One more week to buy in order to entitle the free shares 🏃

1 month ago

Trianon

Yummy, got free shares today 😋

1 month ago

bilisinvestor

Continuos buyback but still going down. I wonder how it would be without the buybacks

3 weeks ago

tgoldenriver

TS profit likely to hit 186 mil in FY2024, EPS of 31sen after enlarged capital. Just hope that BODs would not stick to 20% of dividend payout, mind you their dividend policy is betwee 20% to 50%. Mid point of 35% is a good number for 2025. In 2024, TS ranked 19th in EPS, 34th in DPS and 55th in DY in Consumer sector(215 counters). That show dividend paid out rate is not commesurate with profit. Lets hope 2025 will be a fruitful year!

2 weeks ago

markgold

Everybody afraid of US market will collapse but it is our market that drop a lot.

1 week ago

Trianon

Got some at RM1. Hope it continue to 'egg'celerate

1 week ago

INVEST_AA

**Teo Seng Capital Berhad** is a prominent agricultural company listed on Bursa Malaysia, primarily engaged in poultry farming, specifically the production and distribution of eggs.

**Market Leadership**: As one of the largest commercial egg producers in Malaysia, Teoseng holds a significant market share.

**Integrated Operations**: The company operates an integrated farming system, controlling various aspects of production, including feed mills and egg tray manufacturing

**Strong Financials**: Teoseng has demonstrated stable financial performance, with consistent revenue growth and profitability.

**Dividend Policy**: The company’s commitment to consistent dividend payouts makes it an attractive option for income-focused investors.

**Export Markets**: Teoseng's accreditation by the Singapore Food Agency allows it to export eggs to Singapore, diversifying its revenue streams.

### Conclusion:
Teoseng offers a compelling investment opportunity with its strong market position, integrated operations, and consistent financial performance. Upcoming festive season will bode well for Teoseng.

Overall, Teoseng's strategic initiatives and growth potential make it a notable player in the agricultural sector on Bursa Malaysia.

1 day ago

Xcalibre

Let’s leverage on the festive seasons! Upcoming Results r expected to be good.. Collect !

1 day ago

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