tag:blogger.com,1999:blog-250589152024-03-28T16:19:07.418+08:00Sharetisfy歌词Unknownnoreply@blogger.comBlogger95125tag:blogger.com,1999:blog-25058915.post-18845777529714332882024-02-22T20:10:00.002+08:002024-02-26T22:19:40.130+08:00鸡蛋股TEOSENG 7252 TEO SENG CAPITAL BHD出业绩了,盈利破新高,股价却大跌?PE竟然只有4而已?鸡蛋股TEOSENG 7252 TEO SENG CAPITAL BHD出业绩了,盈利破新高,股价却大跌?PE竟然只有4而已?<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/MJMWi7G6yP0" width="644"></iframe></p><br/><br/>https://www.youtube.com/watch?v=MJMWi7G6yP0Adminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-22636826845556451522023-10-21T19:52:00.002+08:002023-11-08T13:15:22.988+08:00【马股分析】2024 财政预算案哪些公司会受惠呢?【马股分析】2024 财政预算案哪些公司会受惠呢?<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/-mZincc3faY" width="644"></iframe></p><br/><br/>https://www.youtube.com/watch?v=-mZincc3faYAdminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-62030369554711841242023-10-15T20:47:00.003+08:002023-12-01T08:14:15.121+08:00LHI 6633 LEONG HUP INTERNATIONAL BERHAD 财政预算案大赢家,鸡肉鸡蛋取消顶价,鸡蛋股TEOSENG背后大老板,股价开始从底部反弹LHI 6633 LEONG HUP INTERNATIONAL BERHAD 财政预算案大赢家,鸡肉鸡蛋取消顶价,鸡蛋股TEOSENG背后大老板,股价开始从底部反弹<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/DPGvi9ErSik" width="644"></iframe></p><br/><br/>https://www.youtube.com/watch?v=DPGvi9ErSikAdminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-38383730292173324442023-10-15T20:42:00.005+08:002023-11-08T13:15:22.991+08:00【财案看股】财案宣布鸡蛋肉鸡顶价取消 , 家禽股 LHI,LAYHONG, CAB, TEOSENG 技术形势探讨及机会 20231015( 中英文CC 字幕)@mytraderview【财案看股】财案宣布鸡蛋肉鸡顶价取消 , 家禽股 LHI,LAYHONG, CAB, TEOSENG 技术形势探讨及机会 20231015( 中英文CC 字幕)@mytraderview<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/1tsYMo6Bo0M" width="644"></iframe></p><br/><br/>https://www.youtube.com/watch?v=1tsYMo6Bo0MAdminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-43268722438129712402023-05-28T10:27:00.001+08:002023-11-08T13:15:45.982+08:00【马股分析】 2023 年一定要关注的 5 家暴涨公司 !当初怎样找出这些公司的暴涨潜力 ? 未来还会再暴涨?【马股分析】 2023 年一定要关注的 5 家暴涨公司 !当初怎样找出这些公司的暴涨潜力 ? 未来还会再暴涨?<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/91iKHOLVyGo" width="644"></iframe></p><br/>https://www.youtube.com/watch?v=91iKHOLVyGoAdminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-39993098815557272912023-05-21T19:36:00.001+08:002023-05-21T19:36:38.520+08:00🎯TEOSENG 7272 TEO SENG CAPITAL BERHAD - 潮成资本<div>🎯TEOSENG 7272 TEO SENG CAPITAL BERHAD - 潮成资本</div><div><br></div><div>✅潮成资本创立于1978年,并在2008年上市马股当时的第2板,随后在隔年转至主板上市。在超过40年的发展后,潮成资本已成为国内其中一家顶级的综合蛋鸡养殖生产商,同时也是龙合国际(LHI)旗下的子公司。</div><div><br></div><div>✅公司主要的业务可分为家禽养殖业务,以及家禽产品相关的投资及贸易业务。其中家禽业务包含了蛋鸡养殖,饲料生产,蛋托生产,肥料以及鸡蛋加工,而投资和贸易业务则是销售和分销动物保健产品。公司在柔佛州共有24家农场,每日的鸡蛋生产量达4百万粒,并有大约25%的鸡蛋出口至新加坡及其他国家。</div><div><br></div><div>✅2022年的营业额为651.96mil,净利21.6mil,而刚在本周发布的23Q1季报,营业额为183.4mil,净利19.68mil,营业额和净利YoY分别增长了24%和373%。其中家禽养殖业务贡献了158.29mil营收,YoY增长了26.3%,主要是得益于鸡蛋平均售价以及销量双双走高,以及老母鸡的销量提高,此外,政府给予的津贴也缓冲了饲料成本持续高企的影响。</div><div><br></div><div>✅而投资与贸易业务在本季则贡献了25.1mil的营收,YoY增长了13.9%,主要可归功于动物保健产品稳定的需求和可持续的盈利所贡献。</div><div><br></div><div>✅至于QoQ的表现,23Q1的营收和净利对比22Q4分别增长了1.5%和51.1%,主要也是由鸡蛋的平均售价及销量提高,老母鸡销量上升,以及动物保健产品稳定的盈利贡献,提振了公司的盈利表现。</div><div><br></div><div>✅值得一提的是,政府有意在今年6月后让肉鸡和鸡蛋价格根据市场自由浮动,以解决食品供应短缺问题,此举预料将能够进一步改善家禽养殖业者的赚幅表现,公司也有望受惠其中。</div><div><br></div><div>✅根据投行分析报告,在公司发布了超越预期的业绩表现后,分析员继续看好公司的盈利前景,随着经济逐渐复苏,国内外市场对鸡蛋需求也进一步提高,并预期在鸡蛋价格自由浮动后将为公司贡献更高的营收,因此把公司评级调高至‘买入’,目标价为RM1.34。</div><div><br></div><div>✅另一方面,公司的现金流稳定,债务处于可控制的水平,在发布23Q1业绩后,公司宣布派发2仙的股息。</div><div><br></div><div>✅展望未来,基于饲料成本高涨以及市场状况的不确定性,管理层认为公司在接下来9个月的表现将充满挑战,因此公司将保持警惕并积极主动采取措施以应对这些挑战。</div><div><br></div><div>✅技术走势方面,股价跟随家禽股近期的强势表现,并在发布23Q1业绩后上涨至RM0.935的52周新高,周五收在RM0.89,短期内预料将保持强势,并在RM0.85左右的水平寻找支撑,可以继续关注。</div><div><br></div><div>风险‼</div><div>✅政府维持现有鸡蛋价格管控。</div><div>✅饲料成本持续上涨。</div><div><br></div><div>✅免责声明:以上纯属教育/个人分享,并没有任何买卖建议。</div><div><br></div><div>📌如果你觉得这个分享对你有帮助,请like和share,您的鼓励是我们的动力,谢谢大家。🙏</div><div><br></div><div>📌如果您想要享有更低brokerage的股票户口,更好的股票经纪服务,欢迎联络我们:</div><div>📞Call 016-232 9317 (Ivan Lee)</div><div>📱Whatsapp: https://api.whatsapp.com/send?phone=60162329317&text=YES,OPENACCOUNT</div><div>📝在FB留言</div><div><br></div><div>#TEOSENG</div><div><br></div><div>https://m.facebook.com/story.php?story_fbid=pfbid021M93DH1SkgZGjACvwHFBwmULLiZYWccBr4JsYh4PvqvYuubyYTKR2YVyahKSv1Xbl&id=100063528130146&mibextid=Nif5oz<br></div>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-48837978768963804822023-05-20T21:00:00.001+08:002023-05-20T21:00:41.363+08:00TEOSENG 7252 TEO SENG CAPITAL BHD历史新高业绩?潜在回报100%?TEOSENG 7252 TEO SENG CAPITAL BHD 历史新高业绩?潜在回报100%?<p> <iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="362" src="https://www.youtube.com/embed/3PA2fefHX4I" width="644"></iframe></p><br/>https://www.youtube.com/watch?v=3PA2fefHX4IAdminhttp://www.blogger.com/profile/02423328634093657906noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-3051523034478259602022-06-22T18:42:00.000+08:002022-06-22T18:42:02.972+08:00政府取消顶价 家禽股应声涨<p>政府取消顶价 家禽股应声涨<br /><br />(吉隆坡22日讯)从7月1日起,政府将停止控制鸡肉及鸡蛋价格,并不再为一些食用油提供津贴,以确保及时和稳定供应,刺激本地家禽股上涨。<br /><br />休市时,龙合国际(Leong Hup International Bhd)涨3.5仙或6.8%,至55仙,全利资源(QL Resources Bhd)扬10仙或1.96%,报5.20令吉,而丽鸿(Lay Hong Bhd)则起4.5仙或16.67%,挂31.5仙。<br /><br />潮成资本(Teo Seng Capital Bhd)增5.5仙或7.14%,至82.5仙,CAB机构(CAB Cakaran Corp Bhd)则升2仙或3.88%,以53.5仙暂休。<br /><br />(编译:魏素雯)<br /><br />http://www.theedgemarkets.com/article/%E6%94%BF%E5%BA%9C%E5%8F%96%E6%B6%88%E9%A1%B6%E4%BB%B7-%E5%AE%B6%E7%A6%BD%E8%82%A1%E5%BA%94%E5%A3%B0%E6%B6%A8<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-22136834283486509902022-02-21T18:37:00.007+08:002022-02-21T18:37:46.379+08:00【TEOSENG 7252】- 鸡蛋的价格上涨了吗?<p> <br />investmiles.blogspot.com<br />【TEOSENG 7252】- 鸡蛋的价格上涨了吗?<br /><br />马来西亚除了是很厉害的手套生产国之外,我们也是世界级的鸡蛋消耗国。从以上的图表我们可以看到马来西亚是全球第七大鸡蛋消耗国。马来西亚人口大约是3000万人,我们日均的鸡蛋消耗量也是3000万粒左右。马来西亚的鸡蛋生产量高达4000万粒左右,因此多余的鸡蛋我们都会出口到邻国去。<br /><br />鸡禽业的最大开销就是饲料,而饲料的主要农作物就是玉蜀黍和大豆。如果大家有关注农产品的价格的话,这俩个农作物的价格在这俩年都迅速增长,而马币的贬值更是加剧了本地鸡禽业者的负担。而鸡蛋的减产也就是必然的事件了(成本高,小型业者无法持续经营)。<br /><br />就在这些负面消息一直传出的情况下,TEOSENG的单季Revenue竟然创下了历史新高。这主要的原因就是鸡蛋的价格在这几个月也有了些许的调涨。但是我们可以注意到盈利却还是没有突破新高,这主要的原因就是成本也是维持在高位。<br /><br />如果以目前的EPS来看,最新的单季EPS高达4sen,顺顺跑一年的话,一年的盈利可以去到16sen,对比现在的股价是有些许的吸引力的。当然这只是最基础的数学计算,需要更多的证据来佐证其实用性。<br /><br />如果未来饲料价格下跌,马币升值那么将会大大助力这个行业的业绩增长。目前油棕和石油的价格都屡破新高,相信对于马币是有起到增值的作用的。我认为这个行业不会是一个爆赚的行业,不过也不会是一个会属于衰退型的企业。以周期股来标榜的话会是最为适合的。<br /><br />希望股友们可以加入研究这个行业,本次纯属分享并没有任何买卖建议。<br /><br />想要免费开设Kenanga投资户口的可以填写以下的google form<br />《新年大优惠!!!》<br /><br />我和我的团队准备了一个产托投资营私人群组(FB Group)。这个群组将会以影片的形式更新马来西亚18家产托的分析报告,还包括附送一份产托持有的所有资产的Excel File,可以让你一眼就看清楚你买入的产托拥有什么资产,在什么位置,市值,出租率等等等。<br /><br />我们的价格将会在新年后提升至RM98而现在只需RM58就可以加入,群组内一个星期会更新一部影片(目前已更新11集),也就是说加入的朋友可以以RM98的价格了解到马来西亚52家企业的资讯。随着产托股的影片制作完成后,我们将会把目光放到具有投资价值的股息股上。<br /><br />这个群组致力于给予大家收集资料和讨论的方便,并不是一个Buy call群组,如果你本身已有投资经验但缺乏时间研究和收集资料的话,我们非常期待您的加入。有兴趣的朋友可以联络电话号码:011-58809230(https://wa.link/oxxowf)或者是直接填写 Google Form <br /><br />https://investmiles.blogspot.com/2022/02/teoseng-7252.html<br /></p>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-22834886942137228122021-02-10T09:12:00.001+08:002021-02-10T09:12:40.586+08:00浅谈 TEOSENG(7252)业绩<div>浅谈 TEOSENG(7252)业绩 🥚</div><div><br></div><div>前些日子有追踪过 “鸡蛋主题股” 的读者们相信对于 TEOSENG 肯定不会陌生 🌚 而这家公司在近 5 个季度都呈现了 Year-on-Year(“YoY”)业绩退步的局面,到底这是暂时的退步,还是公司发展出现了问题呢?我们先看一看公司这个季度的业绩重点:</div><div><br></div><div>📌 营业额按年下跌了 13%,其中主要以家禽业务营收入下跌 16%,而公司的动物保健产品贸易业务以及其他投资业务则下跌 3%;</div><div><br></div><div>📌 家禽业务下跌最主要的原因来自于鸡蛋需求量因为酒店、餐馆以及学校食堂等地方无法争产营业而导致需求下跌,而且平均销售价也随着下跌,双重打击之下让该业务的营业额下滑了 16% 之多;</div><div><br></div><div>📌 公司在这个季度陷入了 RM 2.1 Million 的亏损,其主要因素还是来自于营业额下跌大于营运成本下跌以及税务方面的开销,按年对比业绩下跌 115.7%;</div><div><br></div><div>📌 不过 TEOSENG 的经营现金流则是满健康的,在 FY 2020 里面全年创下了 RM 32.2 Million 的经营现金流,但资本开销(CAPEX)高达 RM 45.8 Million,并无任何自由现金流;</div><div><br></div><div>📌 公司短期的总债务为 RM 189.8 Million,其中短期债务占了 RM 128.4 Million,但都是以 Banker Acceptance 为主,该类型的贷款期限通常为 90 – 180 天,简单地说 TEOSENG 的资金周转必须要非常灵活才能得以应对,因为目前公司的现金为 RM 44.9 Million 而已;</div><div><br></div><div>📌 不过通过观察过去 TEOSENG 的经营现金流,短期内应该依然可应付;</div><div><br></div><div>📌 整体来说 TEOSENG 业绩或许需要等经济复苏才可有所好转,今天我们就看到政府宣布明天开始零售店均可运作,相信对于 TEOSENG 而言实属利好消息,但同时间要注意 TEOSENG 同行是否会面临业绩下滑的风险。</div><div><br></div><div>那么,小编觉得接下来家禽的生意依然是充满挑战性的 🤷♂️ 但短期内又有利好消息补助 TEOSENG,大家怎么看 TEOSENG 未来的走势呢?</div><div><br></div><div>- 完 - </div><div><br></div><div>免费开投资户口!:http://app.eventure.com.my/d63110ef</div><div><br></div><div>免责声明:</div><div><br></div><div>以上所有的内容都单纯只是个人的观点,所涉及的内容只能被当成是学习,教育与资讯用途,而绝非专业的金融,投资意见,或买卖意见。</div><div><br></div><div>请自行分析,了解其风险,再向专业的金融理财顾问专家探讨投资的性质。Eventure Group 绝不对任何分享的内容,观点,的准确性,完整性,正确性,有效期性负责任。</div><div><br></div><div>#TEOSENG</div><div>#POULTRY</div><div>#EGG</div><div>#EVENTURE</div><div><br></div><div>https://m.facebook.com/story.php?story_fbid=1311923682540390&id=841074839625279<br></div>Adminhttp://www.blogger.com/profile/16609839271303069034noreply@blogger.comtag:blogger.com,1999:blog-25058915.post-22655474889107241562020-10-11T23:11:00.002+08:002020-10-11T23:11:43.103+08:00[TEO SENG CAPITAL BHD:鸡蛋售价提高] - James的股票投资James Share Investing <span><a name='more'></a></span> [TEO SENG CAPITAL BHD:家畜蛋售价提高]<br /><br />YTD20 vs YTD19:<br />收入减少13%至2.367亿令吉,导致税前利润减少到710万令吉,在这期间减少80%。<br /><br />家禽养殖:<br />该部门在回顾财政期间录得210万令吉的税前盈利,去年则为3250万令吉。<br /><br />投资与交易:<br />动物保健产品需求的增加使收入增加了22%,并在回顾的财政期间录得其税前利润为500万令吉(去年为310万令吉)。<br /><br />2Q20 vs 1Q20:<br />收入增加480万令吉或4.1%,主要是由于本季度的家畜蛋售价提高。与更高的收入一致,集团在本季度录得更好的税前盈利为430万令吉,增长51.6%。<br /><br />前景:<br />集团评估了其可能由于Covid-19大流行在运营和财务方面造成的影响,两者均对本季度当前财务状况的影响微不足道,并且家畜蛋的销售价格有所改善。这集团将继续监控,重新评估财务状况,采取适当及时的措施,以尽量减少Covid-19大流行所造成的可能影响。<br />------------------------<br />James Ng Stock Pick Performance:<br />Since Recommended Return:<br /><br />a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.72, dividend RM0.052, in 2 years 1 month 27 days, total return is 427.6%<br /><br />b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.86 adjusted, dividend RM0.52, in 2 Years 3 months 7 days, total return is 339.7%<br /><br />c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 4 months 7 days, total return is 285.9%<br /><br />d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.64, dividend RM0.003, in 1 Year 1 month 14 days, total return is 261.1%<br /><br />e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.95, dividend RM0.005, in 4 months 15 days, total return is 169%<br /><br />f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 7 days, total return is 143.9%<br /><br />g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 13 days, total return is 76.3%<br /><br />h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 19 days, total return is 65.2%<br /><br />i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 20 days, total return is 56.9%<br /><br />j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.93, dividend RM0.08, in 1 Year 4 months 20 days, total return is 55.4%<br /><br />我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析Fundamental Analysis:<br /><br />预计公司每年的增长率必须超过14%<br /><br />我想说服读者学习基本面分析FA以便能从股市赚钱。<br /><br />我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。<br /><br />Whatsapp : 011 - 15852043<br /><br />请订阅James的股票投资James Share Investing的Youtube频道:https://www.youtube.com/c/JamesShareInvesting<br /><br />Facebook Group: https://www.facebook.com/groups/jamesinvesting<br /><br />这个是我的TELEGRAM Group链接: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw<br /><br />请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest<br /><br />免责声明:<br />高波动性投资产品,你的交易存在风险。过往表现不能作为将来业绩指标。内容仅作为分享,讨论以及领域的分析,而非是一种投资建议,买或卖自负。请Like和Share。最终决定永远是你的,谢谢。<br /><br />James Ng<br />---------------------------------<br />[TEO SENG CAPITAL BHD: improved selling price of eggs]<br /><br />YTD20 vs YTD19:<br />The decrease of 13% in revenue to RM236.7 million had resulted a lower pre-tax profit of approximately RM7.1 million representing a decrease of 80% for the current period under review.<br /><br />Poultry Farming:<br />The segment recorded a pre-tax profit of RM2.1 million for the financial period under review, last year was RM32.5 million.<br /><br />Investment and Trading:<br />The increase in demand for animal health products had contributed an increase in revenue by 22% and recorded its pre-tax profit of RM5.0 million (last year RM3.1 million) for the financial period under review.<br /><br />2Q20 vs 1Q20:<br />The revenue increased by RM4.8 million representing 4.1% mainly due to the improved selling price of eggs for the current quarter under review. In line with the higher revenue, the Group recorded better pre-tax profit of RM4.3 million representing an increase of 51.6% for the current quarter under review.<br /><br />Prospects:<br />The Group has assessed its impact that are possibly caused by Covid-19 pandemic operationally and financially aspects, both are insignificantly affect the financial position for the current quarter under review, and the selling price of eggs has improved. The Group will continue to monitor, reassess the financial position, take appropriate and timely action to minimise the possible impacts caused by Covid-19 pandemic.<br />--------------------------------------------------------------------------<br />I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:<br /><br />the forecasted growth of a company must over 14% per year<br /><br />I wish to convince readers to learn FA in order to make money from stock market.<br /><br />I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.<br /><br />This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.<br /><br />James Ng<br /><br />https://klse.i3investor.com/blogs/general/2020-10-11-story-h1534584958.jsp<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-6429241527552472312020-04-30T13:57:00.002+08:002020-04-30T13:57:38.641+08:00[TRV] An analysis on TEOSENG (7252) TEO SENG CAPITAL BHD<br />
<a name='more'></a><span style="font-family: arial,helvetica,sans-serif;"><strong><span style="font-size: 16px;">[TRV] An analysis on TEOSENG (7252) TEO SENG CAPITAL BHD<br /><br />TEOSENG - Hatching the future</span></strong></span>
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<span style="font-family: arial,helvetica,sans-serif;"><span style="font-size: 14px;">Teoseng
is one of the largest commercial egg producer with revenue of MYR
490.29 mils in 2018. It is An integrated layer farmer adopting
All-In-All-Out (“AIAO”) layer farming management system, supported by
own feedmill and paper egg tray production and waste management (organic
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<span style="font-family: arial,helvetica,sans-serif;"><strong><a data-ft="{"tn":"-U"}" data-lynx-mode="async" data-lynx-uri="https://l.facebook.com/l.php?u=https%3A%2F%2Fbit.ly%2F2KKT1sw%3Ffbclid%3DIwAR00pQAq4a8rnOPUFGPqkmeqBFqFIT09ygStY-AeBTBbkaGjmD_dFyFWFM0&h=AT0mP84SNzUxMjdAswWbDKgfCYVRt6Et9WiO1Y2hpNEREOJYv1IMmIT1arsHPF16tlS3dBTG0H48QMghkK7J4h7Pl_A_dqjAa4LTROEsrOzhrxlAQuib1UPVoqZcaBPrzmPMbg3xQsiwqK4SZea-NWYF2fZmXWyitwkAQhPPwnDeKKwnWI3lFFOqBfpVMA" href="https://bit.ly/2KKT1sw?fbclid=IwAR00pQAq4a8rnOPUFGPqkmeqBFqFIT09ygStY-AeBTBbkaGjmD_dFyFWFM0" rel="nofollow" style="color: #385898; cursor: pointer; font-family: Helvetica, Arial, sans-serif; font-size: 14px;" target="_blank">https://bit.ly/2KKT1sw</a></strong></span></div>
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https://klse.i3investor.com/blogs/TRV/2020-04-29-story-h1506821766-_TRV_An_analysis_on_TEOSENG.jsp</div>
<br /><br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-79527267888605350362020-04-13T22:09:00.000+08:002020-09-04T09:25:43.266+08:00Poultry firms count on nuggets and sausages to feed sales growth<br />
<a name='more'></a><img class="img-fluid" src="https://assets.theedgemarkets.com/pictures/Poultry_Table_FD_130420_theedgemarkets.png" /><br />KUALA LUMPUR: Malaysia is among the top consumers of poultry meat worldwide. Data research house Statista has forecast that Malaysians would consume an estimated 49.4kg of poultry meat per person in 2020, almost 10 times more than the 5.42kg projected for beef and veal, the second-most preferred meat choice.<br /><br />With the poultry farming industry clearly being an important industry in the country, the question is whether it is affected by the current movement control order (MCO) in the wake of the Covid-19 pandemic.<br /><br />Integrated poultry producer CAB Cakaran Corp Bhd said its broiler chicken division has seen some impact from the MCO, as consumers are going for food that can last longer, especially frozen food.<br /><br />At the same time, sales of fresh chickens have also been hit as a result of markets, hotels and restaurants — the main selling channels for fresh poultry — operating at minimal levels, CAB managing director Chuah Hoon Phong told The Edge Financial Daily in an email statement.<br /><br />Chuah, however, shared that the group’s value-added food products division is currently running at full capacity.<br /><br />“We see a spike in demand for our nuggets, sausages, burger patties and deli meats,” he said. “Value-added products usually command three to four times the margin of broiler products.”<br /><br />CAB said it is working to ramp up its value-added products capacity by 50% to 1,500 million tonnes a month from the current 1,000 tonnes, to meet the demand.<br /><br /><br /><br />Price holding firm<br /><br />Meanwhile, based on ground checks, a poultry farm operator said that the price of fresh chickens in the central region of Peninsular Malaysia is holding up firmly, compared to last year’s dampening price trend.<br /><br />Fresh chicken price is quoted daily, and the cyclical price nature is heavily influenced by the balance between supply and demand.<br /><br />The farmer added: “The reason for the favourable price in the central region is self-explanatory — the stockpiling behaviour of consumers, and the higher population density in the Klang Valley.”<br /><br />However, the farmer warned that if the MCO is prolonged, fresh poultry prices might be affected as chicken breeding is planned according to schedule and farmers without access to slaughtering and storage facilities may choose to sell at depressed prices.<br /><br />On the question of disruption in farming activities, he said farming operations and the supply chain as a whole have not been interrupted by the MCO. However, to ensure smooth operations, biosecurity has been beefed up, especially prior to the loading of livestock.<br /><br />Meanwhile, prospects for egg producers have been decent, with the product listed as one of the fastest-moving food items off supermarket shelves during the MCO. An egg farmer shared that eggs are in demand due to ease of storage and affordability.<br /><br />The price of Grade C chicken egg has remained largely unchanged since November 2019 at 34 sen each. However, the surge in sales volume has been remarkable.<br /><br /><br /><br />Survival of the fittest<br /><br />Poultry and egg prices like other commodities are subject to their own cyclical patterns, which are highly dictated by the equilibrium between supply and demand.<br /><br />As the industry’s entry barrier in terms of technological know-how is relatively low, the market is often susceptible to new entrants, causing supply and demand to lose balance in the short term, affecting the stability of prices.<br /><br />However, factors such as scalability of operations and healthiness of cash flow are crucial for major players to better weather through volatility in prices, thus ensuring sustainability in the long run.<br /><br />It is fair to say that survival of the fittest is distinguished in the industry, especially when less efficient farmers are eliminated from the market, which helps remove supply, and in turn putting upward pressure on the market price.<br /><br />To better manage operational risks, it is common for big players to engage in contract farming services to pass on farming risks as the segment is most susceptible to various unpredictable factors, including disease outbreak that could wipe out the whole batch of chicken cultivation.<br /><br />Another method to manage risks is for the farmer to set up vertical integration in production such as feed mill, incubation of day-old chicks, broiler breeding, slaughter and processing centres and distribution centres, in order to spread out risks across segments.<br /><br />Listed companies that are predominantly involved in broiler breeding include CAB, Leong Hup International Bhd (LHI) and CCK Consolidated Holdings Bhd.<br /><br />Meanwhile, QL Resources Bhd, Teo Seng Capital Bhd, Lay Hong Bhd and LTKM Bhd are largely involved in producing eggs.<br /><br />In terms of production output, LHI is the leader among broiler production with 11 million birds per month, while QL Resources is the front runner for egg production with 5.7 million eggs a day.<br /><br />Based on the Department of Statistics Malaysia figures, the supply of poultry and eggs in Malaysia has reached self-sufficient levels since 2018. It is not surprising for the major farmers to reach out to other countries in the region to further scale up on their operations. They include LHI, QL Resources, CAB, Teo Seng Capital and CCK Consolidated.<br /><br />In terms of share prices, with the exception of Teo Seng Capital, most of the poultry farmers have portrayed a V-shape rebound, in line with the broad market optimistic sentiment.<br /><br />In particular, shares in Lay Hong have rallied the most (up 52% or 11.5 sen to 33.5 sen last Friday), followed by Teo Seng Capital (up 49% or 35 sen to RM1.06) and CCK Consolidated (up 45% or 15 sen to 48 sen). Meanwhile, CAB is up five sen or 22% at 27.5 sen, while LHI has increased nine sen or 18.9% to 56.5 sen.<br /><br />The more diversified QL Resources, meanwhile, has seen its share price rise 62 sen or 8.5% to RM7.95.<br /><br />
<br />http://www.theedgemarkets.com/article/poultry-firms-count-nuggets-and-sausages-feed-sales-growthUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-88726017042996815432020-04-09T19:49:00.001+08:002020-04-09T19:49:21.700+08:00MQ Stock Discussion - CCK, MFLOUR, TEOSENG <br />
<a name='more'></a> Growing uncertainties as a result of the double threat of a coronavirus outbreak and an oil-price war, worldwide equity market turns out to be tumultuous lately. However, the market sentiments have shift positive towards essential sectors due to their uninterrupted business during MCO period.<br /><br />CCK, MFLOUR and TEOSENG are players in essential sector, as they are engaged in production of poultry products such as flour and eggs respectively which are in high demand during this critical period. Besides, a surge in poultry products demand is anticipated in conjunction of the upcoming Hari Raya and Harvest Festival celebrations in May. These factors may contribute to high sales for poultry industry in this quarter.<br /><br />According to MQ Trader criteria, CCK, MFLOUR and TEOSENG are not fundamentally good companies, as their MQ Fundamental Rating is lower than 2.5. Hence, they are not suitable for long term investment.<br /><br />
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<span style="color: #1d1c1d; font-family: Slack-Lato, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;">In
our opinion, we will start to look for the right spot to enter our
position to grab the opportunity of the positive momentum of companies
in essential sector like <strong>CCK</strong>, <strong>MFLOUR </strong>and <strong>TEOSENG</strong>.
At the same time, we will monitor our position closely until there is
any news that can affect its share price announced. Furthermore, we will
wait for next annual financial results to determine the suitability of
both companies for long term investment.</span><br />
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<br />https://klse.i3investor.com/blogs/mqtraderstockdiscussion/2020-04-08-story-h1485849772-MQ_Stock_Discussion_CCK_MFLOUR_TEOSENG.jspUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-34981023294931978592020-03-24T19:58:00.000+08:002020-03-24T19:58:30.390+08:00个股分析 (16) - TEOSENG (7252) 潮成集团<br />
<a name='more'></a>个股分析 (16) - TEOSENG [7252]<br />笔者有用技术和几个基本面的财务比率做出分析, 如果你想要得到就:<br />1. Like this Post & FB Page [吹吹水的日记]<br />2. Share this post (Set it as Public)<br />3. Comment "DONE"<br /><br />公司简介:<br />Teo Seng Capital Berhad (TEOSENG)从1970年代开始从事家禽养殖业务。1990年,集团迎来业务策略的重大改变,那就是将其业务重点从肉鸡饲养转移到蛋鸡养殖上。TEOSENG 于2008年10月29日成功在大马证券交易所第二主板上市,随后于2009年8月3日转移至大马主板。作为本地鸡蛋养殖业的领先家禽公司之一,在马来西亚拥有超过40年行业经验的成功和出色的管理团队,该集团的业务现在包括两个主要领域,即<br />(i)家禽养殖<br />(ii)投资 以及相关家禽产品的贸易。<br /><br />公司主要业务:<br />1.Poultry Farming家禽养殖<br />作为马来西亚最大的蛋鸡生产商和综合蛋生产商之一,集团的核心业务涉及蛋的生产、纸蛋托的生产和贸易(供内部使用和对外销售)、动物饲料的生产(主要用于自己的蛋鸡养殖活动)以及利用鸡粪生产有机肥料。<br /><br />多年来,该集团已从一个小农场主显着地发展壮大,每天的鸡蛋产量从100,000个增加到3.80 million。集团所有的农场均位于马来西亚柔佛州,并采用全进全出(“ AIAO”)饲养系统和封闭房系统。这些系统是运用于分层养殖业并受到国际公认,在生物安全性和生产力方面为农民带来了好处。<br /><br />鸡蛋仍然是集团的核心产品,也是最实惠的蛋白质来源。除了传统的商用鸡蛋外,集团还以“Happy Egg”品牌推出了一系列健康和卫生鸡蛋,以开拓需要更高营养水平的购买者市场。在2017年,集团开发了一种新品牌的优质鸡蛋–Omega Plus Lutein,它营养丰富并增强了视力。Omega Lutein 鸡蛋的产量正在逐步增加,在2018年占每日鸡蛋产量的2%。<br /><br />每天生产3.80 million eggs,集团将大约40%的鸡蛋出口到海外,主要是新加坡和香港。根据市场观察,该集团在马来西亚半岛的商用蛋产业中占据了约8%的市场份额,其客户可分为四个类别,批发商、大卖场业务、制造商和零售商。集团的子公司在新加坡市场建立了稳固的业务,Premium Egg Products Pte. Ltd和BH Fresh Food Pte. Ltd.已在新加坡商业蛋业中占领了大约19%的市场份额。<br /><br />随着新饲料厂生产线的启动,饲料产量已增加了一倍,以应对蛋鸡养殖场扩建项目。为了支持其鸡蛋的业务可持续发展的同时,肥料业务也在不断发展,以促进和改善废物管理。自从集团的第二家化肥厂投入运营,其废物管理能力提高了50%。<br /><br />2.Investment and Trading of Related Poultry Products相关家禽产品的投资和贸易<br />作为集团核心业务的支持业务,动物保健产品部门的贸易始于2005年。在家禽行业里,动物保健产品对于畜牧业的增长是扮演着重要的角色。这可分为两类,那就是:<br />(a)Farm Animal Products农场动物产品<br />(b)Companion Animal Products伴侣动物 产品<br />因此,拥有自己的动物保健产品部门使集团能优先考虑产品供应和知识。 在十三年的时间里,集团成为该行业的杰出公司,并成功地从几家国际认可的公司获得了各种经销权。 2016年,Teo Seng采取了进一步行动,在动物保健产品方面立足,在新加坡的业务领域增加了支持部门。<br /><br />公司近期财务表现和前景:<br />→ 2019年,集团录得可观的税前盈利约RM77.4 million,增幅达87%,而营业额则增加了RM547.1 million 令吉,增幅为12%。<br /><br />→家禽养殖:营业额增加了RM51.2 million,增幅达12%,主要是由于<br />(a) 鸡蛋的稳定售价<br />(b) 鸡蛋销量增加因提高了生产效率<br />它贡献了更高的税前利润RM69.3 million,增长了120%。<br /><br />→投资贸易:动物保健产品的收入增加了9%,在回顾财政期间的税前利润为RM8.2 million。<br /><br />→与上季度相比,集团的营业额仅减少了RM1.4 million,即1.0%,主要是由于鸡蛋的较低售价抵消了本季度的销售量增长。 由于鸡蛋的售价降低,本集团的税前盈利减少了RM5.4 million,在本季度减少22.9%。<br /><br />→鉴于目前稳定的饲料成本和我们的成本效率,董事认为来年的财务表现令人满意。<br /><br />财务比率:<br />1. 市盈率 PE ratio : 3.47 (✅)<br />2. 利润率 Profit Margin: 10.76 (✅)<br />3. 流动比率 Current Ratio: 1.29(❌)<br />4. 股本回报率 ROE :19.19 (✅)<br />5. 债务现金比率 Debt to cash : 3.4(❌)<br /><br />笔者点评:<br />笔者认为这家公司的基本面是不错的,但是随着美元走强,这有可能影响公司接下来的盈利因为有些商品是以美元计价与购买。随着大环境的影响,股价也受到影响。以现在这个价位,算是不错的价格了。自己拿捏吧!<br />________________________________________________<br />备注 / 声明 : 以上分析和点评纯属笔者个人的意见并非任何买卖建议或代表大众或公司的看法. 如有错误敬请见谅。<br /><br />如果认为这篇文章对您有帮助, 请Likes & Shares!<br /><br />笔者开了一个小小的交流群让大家浅谈股市和获取最新资讯。点击以下的 Link 加入:<br />https://t.me/joinchat/MMQwihMstukVZA939k36qQ<br /><br />如果你有兴趣加入我的付费群,可以私信笔者。<br />一年 RM250!<br /><br />By- 吹吹水<br />
<br />
https://m.facebook.com/chuichuishui666/?refid=52&__tn__=C-RUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-82798219015111481142020-02-11T18:51:00.000+08:002020-02-11T20:07:35.903+08:00Solarvest近期股价攀高 或与潮成合作有关<br />
<a name='more'></a>(吉隆坡11日讯)昨日遭马交所发出不寻常市场交易(UMA)质询的Solarvest(SLVEST,0215,创业板)指出,近来股价攀高可能跟公司与潮成集团(TEOSENG,7252,主板消费股)合作推动再生能源项目有关。<br /><br />该公司今日向交易所报备,近来并无任何企业进展或与业务相关的传闻,对于股价暴涨也不知情。<br /><br />“不过,董事部认为,投资者突然重点关注公司,或与总执行长张俊雄上周四(6日)在Bursa Marketplace的分享环节,提到公司的近来发展有关。”<br /><br />文告指出,Solarvest截至去年9月底的订单稳健,达到1亿8450万令吉。<br /><br />“此外,公司也谈及一项去年11月21日,与全马最大鸡蛋供应商之一的潮成集团的合作项目,为后者在柔佛州内的家禽养殖场及工厂安装太阳能光伏板。”<br /><br />配合上述宣布,Solarvest今早于9时13分宣布停牌,并于10时13分恢复交易。<br /><br />https://www.enanyang.my/news/20200211/solarvest%E8%BF%91%E6%9C%9F%E8%82%A1%E4%BB%B7%E6%94%80%E9%AB%98-br%E6%88%96%E4%B8%8E%E6%BD%AE%E6%88%90%E5%90%88%E4%BD%9C%E6%9C%89%E5%85%B3/Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-89660585381567892412020-01-06T10:18:00.001+08:002020-09-04T09:25:43.567+08:00[TRV] Comparisons of Poultry Stocks in Bursa Malaysia<a name='more'></a><br />
<span style="color: #1c1e21; font-family: Helvetica, Arial, sans-serif; font-size: 14px;">The
poultry industry is an important source to supply meat protein to
Malaysian. The total value of sales value for chicken eggs and chicken
meat ex-farm are believed to exceed RM 10 billion annually.</span><br style="color: #1c1e21; font-family: Helvetica, Arial, sans-serif; font-size: 14px;" />
<span style="color: #1c1e21; font-family: Helvetica, Arial, sans-serif; font-size: 14px;">.</span><br style="color: #1c1e21; font-family: Helvetica, Arial, sans-serif; font-size: 14px;" />
<span style="color: #1c1e21; font-family: Helvetica, Arial, sans-serif; font-size: 14px;">As
an average, the consumption of chicken meat is averaged at 45 kg and
chicken eggs 370 eggs per capita (person) annually. This translates to
daily demand of approximately 30 million eggs a day.</span><br />
<span class="text_exposed_show" style="color: #1c1e21; display: inline; font-family: Helvetica, Arial, sans-serif; font-size: 14px;">.<br />
Here is a quick comparison of 7 listed poultry stocks in Malaysia:</span><br />
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<strong>QL RESOURCES BHD<span style="white-space: pre;"> </span></strong></div>
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<strong>LTKM BHD<span style="white-space: pre;"> </span></strong></div>
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<strong>LEONG HUP INTERNATIONAL BHD<span style="white-space: pre;"> </span></strong></div>
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<strong>CCK CONSOLIDATED HOLDINGS BHD<span style="white-space: pre;"> </span></strong></div>
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<strong>LAY HONG BHD<span style="white-space: pre;"> </span></strong></div>
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<strong>TEO SENG CAPITAL BHD<span style="white-space: pre;"> </span></strong></div>
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<strong>CAB CAKARAN CORP BHD</strong></div>
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</div>
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<img height="600" src="https://klse.i3investor.com/files/my/blog/img/bl2089_01.jpg" width="600" /></div>
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<img height="600" src="https://klse.i3investor.com/files/my/blog/img/bl2089_slide2_5.png" width="600" /></div>
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<img height="600" src="https://klse.i3investor.com/files/my/blog/img/bl2089_slide3_5.png" width="600" /></div>
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<img height="600" src="https://klse.i3investor.com/files/my/blog/img/bl2089_slide4_5.png" width="600" /></div>
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<img height="600" src="https://klse.i3investor.com/files/my/blog/img/bl2089_slide5_5.png" width="600" /></div>
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<img height="600" src="https://klse.i3investor.com/files/my/blog/img/bl2089_slide6_5.png" width="600" /></div>
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<img height="600" src="https://klse.i3investor.com/files/my/blog/img/bl2089_slide7_5.png" width="600" /></div>
<br />https://klse.i3investor.com/blogs/TRV/2020-01-05-story-h1482035687-_TRV_Comparisons_of_Poultry_Stocks_in_Bursa_Malaysia.jspUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-63508562940802801022019-08-21T19:11:00.002+08:002019-08-21T19:11:47.864+08:00[TEOSENG (7252) 潮成集团TEO SENG CAPITAL BHD:鉴于鸡蛋售价改善及成本效益,董事对潮成集团于2019年12月31日止剩余6个月期间的财务表现持乐观态度] - James的股票投资James Share Investing<br />
<a name='more'></a> [TEO SENG CAPITAL BHD:鉴于鸡蛋售价改善及成本效益,董事对潮成集团于2019年12月31日止剩余6个月期间的财务表现持乐观态度]<br /><br />YTD19 vs YTD18:<br />潮成集团录得令人印象深刻的税前利润约3,560万令吉,因为收入较高为2.718亿令吉而增加352%,而本期间收入则增加25%。<br /><br />家禽养殖:<br />收入增加5260万令吉,增加28%,主要是由于鸡蛋的销售价格上涨以及生产效率提高导致销售量增加。在本报告的财政期间,它带来了更高的税前利润3250万令吉。<br /><br />投资与交易:<br />动物保健产品的稳定需求使收入略微增加了5%,并在所审查的财政期间录得了310万令吉的税前利润。<br /><br />QoQ:<br />潮成集团的税前利润较低,为650万令吉,下降77.9%。<br /><br />前景:<br />鉴于鸡蛋售价改善及成本效益,董事对潮成集团于2019年12月31日止剩余6个月期间的财务表现持乐观态度。<br />-----------------------------<br />James Ng Stock Pick Performance:<br />Since Recommended Return:<br /><br />a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.64 (dividend RM0.015) in 1 year 7 days, total return is 131.5%<br /><br />b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.41 (dividend RM0.04) in 1 year 1 month 16 day, total return is 82.4%<br /><br />c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.28 in 8 months 3 days, total return is 60%<br /><br />d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.42 (dividend RM0.1875) in 10 months 5 days, total return is 38%<br /><br />e) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.66 (dividend RM0.07) in 8 months 30 days, total return is 36.2%<br /><br />f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.40 in 2 months 15 days, total return is 34.6%<br /><br />g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 (dividend RM0.008) in 7 months 25 days, total return is 31.4%<br /><br />h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 6 months 28 days, total return is 31.3%<br /><br />i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.91 (dividends RM0.063) in 10 months 12 days, total return is 24.1%<br /><br />j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.58 (dividends RM0.04) in 10 months 17 days, total return is 13.3%<br /><br />k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.084) in 1 Year 20 days, total return is 9.4%<br /><br />l) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.895 in 7 months 17 days, total return is 5.3%<br /><br />m) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.49 (dividend RM0.0225) in 10 months 27 days, total return is 3.5%<br /><br />我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):<br /><br />预计公司每年的增长率必须> 14%<br /><br />我想说服读者学习基本面分析FA以便能从股市赚钱。<br /><br />我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。<br /><br />1)【看懂年报和季报】课程:<br />11a.m. – 7p.m.,免费茶和咖啡<br /><br />9月8日星期日:Hotel Sri Petaling, KL 3份点心<br /><br />10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br /><br />12月22日星期日:AG Hotel Penang, George Town 2份点心<br /><br />2)【股票-实际操作班】课程:<br />10a.m. – 9p.m.,免费午餐和晚餐<br /><br />9月7日星期六:Hotel Sri Petaling, KL<br /><br />10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru<br /><br />12月21日星期六:AG Hotel Penang, George Town<br /><br />3) 【公司业绩分享会】:<br />2p.m. – 7p.m.,免费茶和咖啡<br /><br />9月6日星期五:Hotel Sri Petaling, KL 3份点心<br /><br />10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心<br /><br />12月20日星期五:AG Hotel Penang, George Town 2份点心<br /><br />有兴趣的朋友,可以电邮或PM FB page联络我<br />email:jamesngshare@gmail.com<br />电话/Whatsapp : 011 - 15852043<br /><br />Facebook Group: https://www.facebook.com/groups/jamesinvesting<br /><br />这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw<br /><br />请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest<br /><br />这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。<br /><br />James Ng<br />----------------------------------<br />[TEO SENG CAPITAL BHD: In view of the improved selling price of eggs and cost efficiency, the Directors are optimistic for the financial performance of the Group for the remaining 6 months period ending 31 December 2019]<br /><br />YTD19 vs YTD18:<br />The Group recorded an impressive pre-tax profit of approximately RM35.6 million representing an increase of 352% on the back of a higher revenue of RM271.8 million representing an increase of 25% for the current period under review.<br /><br />Poultry Farming:<br />The revenue increased by RM52.6 million representing 28% higher mainly due to the higher selling price of eggs coupled with increase in sales quantities resulting from better production efficiency. It has contributed the higher pre-tax profit of RM32.5 million for the financial period under review.<br /><br />Investment and Trading:<br />The stable demand of the animal health products has contributed a slightly increase in revenue by 5% and recorded its pre-tax profit of RM3.1 million for the financial period under review.<br /><br />QoQ:<br />The Group recorded a lower pre-tax profit of RM6.5 million representing a decrease of 77.9%.<br /><br />Prospects:<br />In view of the improved selling price of eggs and cost efficiency, the Directors are optimistic for the financial performance of the Group for the remaining 6 months period ending 31 December 2019.<br />--------------------------------------------------------------------------<br />I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:<br /><br />the forecasted growth of a company must > 14% per year<br /><br />I wish to convince readers to learn FA in order to make money from stock market.<br /><br />I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.<br /><br />This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.<br /><br />https://klse.i3investor.com/blogs/general/220403.jsp<br /><br />James Ng<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-7551697037376909982019-08-21T17:06:00.001+08:002019-08-21T17:06:34.098+08:00TEOSENG (7252) 潮成集团 - 《《 浅谈一只过去大家大谈话题的股票 》》<br />
<a name='more'></a>TEOSENG (7252) 潮成集团 - 《《 浅谈一只过去大家大谈话题的股票 》》<br /><br />简易基础分析 - TEOSENG (7252)<br />最近,龙和国际(LEONG HUP INTERNATIONAL) 发布了一份盈利指引预警称“相对于2018年第二季,截止于2019年6月30日止第二季税后盈利将显著降低”,导致其股价明显滑落。TEOSENG是LEONGHUP间接性持有53%股份的公司,股价也因此受到波动。在刚过的星期五TEOSENG公布了2019第二季度业绩,YoY净利涨了1062%,星期一股价会如何反应呢?<br /><br /><br />首先,TEOSENG的核心业务是家畜养殖, 生产鸡只及鸡蛋。 此外, 也涉足制造和行销纸蛋托和动物饲料, 同时也分销动物保健产品。<br /><br />刚公布2019年第二季度业绩,营业额RM121mil比起去年同季上升了18%,而税后盈利5mil对比去年同季亏损RM528k则上涨了1062%。然而对比今年的第一季度营业额虽然只下跌了19.4%,但税后净利却下跌了77.9%。<br /><br />公司把对比上个季度营业额和净利下跌的主要原因归咎于鸡蛋价格不好。但基于鸡蛋价格回升和成本管理效率,管理层对于接下来的6个月的展望保持乐观。<br /><br />PE目前处于偏低,只有6.12x,同行PE如QL 50.9x, LAYHONG 36.57x, LHI 11.75x,LTKM 8.38x.<br /><br />没有股息政策,也没有固定派发股息,但 去年和今年都派发3sen股息,周息率大约3%。<br /><br />技术面目前处于下跌趋势,支撑在RM1.02的位置,如跌破这一道支撑预测将会继续往下看跌。<br /><br /><br />风险:<br />鸡蛋价格下跌<br />美元走强造成原料价格上涨,营运成本提高。<br />与鸡相关的疾病爆发<br /><br />沒有建议买卖,请自行判断<br /><br />更多资讯,请点击:<br />http://www.facebook.com/malaysiastockbuddy<br /><br />欢迎加入Telegram Channel:<br />https://t.me/malaysiastockbuddy<br /><br />https://klse.i3investor.com/blogs/StockBuddy/220178.jsp<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-64386883597132149912019-08-21T16:58:00.002+08:002019-08-21T16:58:33.418+08:00简易基础分析 - TEOSENG (7252) 潮成集团- Stock Buddy (大马股市)<br />
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最近,龙和国际(LEONG HUP INTERNATIONAL)
发布了一份盈利指引预警称“相对于2018年第二季,截止于2019年6月30日止第二季税后盈利将显著降低”,导致其股价明显滑落。TEOSENG是LEONGHUP间接性持有53%股份的公司,股价也因此受到波动。在刚过的星期五TEOSENG公布了2019第二季度业绩,YoY净利涨了1062%,星期一股价会如何反应呢?</span></div>
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首先,TEOSENG的核心业务是家畜养殖, 生产鸡只及鸡蛋。 此外, 也涉足制造和行销纸蛋托和动物饲料, 同时也分销动物保健产品。</span></li>
<li style="font-family: Helvetica,Arial,sans-serif; margin: 6px 0px;"><span style="font-size: large;">
刚公布2019年第二季度业绩,营业额RM121mil比起去年同季上升了18%,而税后盈利5mil对比去年同季亏损RM528k则上涨了1062%。然而对比今年的第一季度营业额虽然只下跌了19.4%,但税后净利却下跌了77.9%。</span></li>
<li style="font-family: Helvetica,Arial,sans-serif; margin: 6px 0px;"><span style="font-size: large;">
公司把对比上个季度营业额和净利下跌的主要原因归咎于鸡蛋价格不好。但基于鸡蛋价格回升和成本管理效率,管理层对于接下来的6个月的展望保持乐观。</span></li>
<li style="font-family: Helvetica,Arial,sans-serif; margin: 6px 0px;"><span style="font-size: large;">
PE目前处于偏低,只有6.12x,同行PE如QL 50.9x, LAYHONG 36.57x, LHI 11.75x,LTKM 8.38x.</span></li>
<li style="font-family: Helvetica,Arial,sans-serif; margin: 6px 0px;"><span style="font-size: large;">
没有股息政策,也没有固定派发股息,但 去年和今年都派发3sen股息,周息率大约3%。</span></li>
<li style="font-family: Helvetica,Arial,sans-serif; margin: 6px 0px;"><span style="font-size: large;">
技术面目前处于下跌趋势,支撑在RM1.02的位置,如跌破这一道支撑预测将会继续往下看跌。</span></li>
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风险</span></div>
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<span style="font-size: large;"><span style="font-family: inherit;">鸡蛋价格下跌</span></span></li>
<li style="font-family: Helvetica,Arial,sans-serif; margin: 6px 0px;">
<span style="font-size: large;"><span style="font-family: inherit;">美元走强造成原料价格上涨,营运成本提高。</span></span></li>
<li style="font-family: Helvetica,Arial,sans-serif; margin: 6px 0px;">
<span style="font-size: large;"><span style="font-family: inherit;">与鸡相关的疾病爆发</span></span></li>
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<span style="font-family: inherit;"> 沒有建议买卖,请自行判断</span></span></div>
https://www.facebook.com/malaysiastockbuddy/posts/475670613270582
Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-65296404185300986032019-08-18T09:43:00.001+08:002019-08-18T09:43:20.802+08:00大马股票分析报告 – TEOSENG (7252) 潮成集团 2Q 2019<br />
<a name='more'></a>大马股票分析报告 – TEOSENG (7252) 潮成集团 2Q 2019<br />
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<img height="338" src="https://klse.i3investor.com/files/my/blog/img/bl5853_aboutusvision.jpg" width="600" /></div>
业绩:<br />
营业额: RM 121m YoY上升18% QoQ下跌 19.4%<br />
净盈利: RM 5m YoY上升1,062.9% QoQ下跌 77%<br />
<br />
主要原因:<br />
本季度营业额下跌归咎于鸡蛋价钱不好,这也导致了税前盈利从上个季度的22m下跌至6.45m<br />
按年同季,家禽业务的销售量却增长52.6m或28% 贡献于较高的鸡蛋价钱,销售额以及高效率的生产量<br />
<br />
展望未来:<br />
管理层以简单一句“基因鸡蛋价格回升以及成本效益,管理层对接下来的6个月仍然保持乐观!"<br />
<br />
见解:<br />
Teoseng的成绩下滑是预料之中,市场的投资者也提早知道了,这也是为什么TeoSeng股价近期来一直下滑。<br />
相信这价位已经纳入了不利的消息。基于管理层对TeoSeng的未来6个月保持乐观,更何况对比上个财政年业绩好了那么多,相信能抵消一部分的股价下跌。<br />
<br />
究竟下个星期一股价会如何呢?身为投资者又要如何应付这种情况呢?<br />
<br />
以上分析纯属分析,并没有买卖的建议。<br />
<br />
Stockpick2u~<br /><br />https://klse.i3investor.com/blogs/MingK/219955.jspUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-42362574828222644092019-08-15T20:37:00.001+08:002019-08-15T20:37:09.778+08:00Teo Seng's Future Depends on Egg Prices - Koon Yew Yin<br />
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<div class="margint30" id="blogcontent" itemprop="articleBody">
<span style="font-size: 14px;">The egg price chart shows that the price
of eggs has been dropping quite rapidly. As a result, Teo Seng’s share
price also has been dropping. Investors must be aware that the share
price depends largely on the price of eggs. </span><br />
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<img height="361" src="https://klse.i3investor.com/files/my/blog/img/bl1228_kyy_egg_1908151.png" width="600" /><br />
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<img height="321" src="https://klse.i3investor.com/files/my/blog/img/bl1228_kyy_egg_1908152.png" width="600" /><br /><br />https://klse.i3investor.com/blogs/koonyewyinblog/219647.jsp<br />
</div>
<br />Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-57869066986776727942019-07-23T11:57:00.001+08:002019-07-23T11:57:30.231+08:00TEOSENG (7252) 潮成集团挑战RM1.27/敏源<br />
<a name='more'></a>伊朗地缘政治紧张加上原油价格上涨,马股的交投走势又进入回调走势。整体大市持续处于1660点水平线下波动。<br />
富时隆综指于7月22日闭市时报1655.40报收,按日跌2.79点或0.17%。<br />
富时隆综指30只成分股,于7月22日处于一段巩固盘整走势,上升股项为297只,而下跌股项为508只。<br />
潮成集团(TEOSENG,7252,主板消费股)于7月22日闭市时反弹了。它于闭市时收1.18令吉,按日涨4仙或3.51%。<br />
潮成集团的30分钟图表走势,于7月22日的交投走势突破顶头阻力线(B1:B2)。<br />
它的30分钟平滑异同移动均线指标(MACD),于7月22日的交投走势处于一个上升走势。<br />
它处于“0”支撑线上波动,潮成集团的后市交投走势,或会出现一段短线回试下限支持线的支撑(B1:B2)。<br />
潮成集团的日线图表走势于回试后,或会显现一段反弹走势,它或会挑战1.19-1.27令吉的阻力关口。<br />
<img src="http://www.enanyang.my/wp-content/uploads/contentdir/image/298680/190723x1201_noresize.JPG" style="width: 600px;" /><br />
<b>免责声明</b><br />
本文纯属技术面分析,仅供参考,并非推荐购买。投资前请咨询专业金融师。<br />
http://www.enanyang.my/news/20190723/潮成集团挑战rm1-27敏源/Unknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-864876276745959682019-07-20T22:12:00.002+08:002019-07-20T22:12:40.203+08:00TEOSENG (7252) Teo Seng is not an uptrend.<br />
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<a href="http://www.geraldkohstockcharts.com/2019/07/20/teo-seng-is-not-an-uptrend/" title="Permanent Link to Teo Seng is not an uptrend."><img alt="" class="finewp-post-thumbnail-single wp-post-image" height="524" src="http://www.geraldkohstockcharts.com/wp-content/uploads/2019/07/teoseng-850x524.png" width="850" /></a>
Teo Seng rallied together with the bull market in the first quarter of 2019, it gained from RM0.712 to RM1.287 (80%). On 21<sup>st</sup>
Feb, the down candle with huge volume was a strong message to chartist
that possible supply at the price of RM1.26. The stock consolidated for 8
days and it started to drop on 6<sup>th</sup> March. First upthrust on 15<sup>th</sup> March confirmed the supply and the stock dropped further to RM1.03.<br />
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On 19 April, the stock gained slowly with little volume and
it continued until 9<sup>th</sup> May at point A. Point A is an upthrust with
highest volume since Teo Seng was listed and it implied the composite man was
distributing. The green candle on 15<sup>th</sup> May at point B with volume similar
to point A indicated effort with little result. It was not a trade as some
traders might thought the high volume and green candle is a good time to buy.
Unfortunately, it doesn’t apply for this case.<br />
The red candle on 16<sup>th</sup> May confirmed the distribution and
the climatic sell commenced together with the mini bear market. The
stock rallied again in July and it dropped before touching RM1.28
resistance. The drawback for this stock is that I do not see any spring
at RM1.03 support. Point C indicated the stock is weak and it might be
the right shoulder at the top. Although the fundamental shows Teo Seng
is making profit, I won’t enter this trade after analysing the chart.
The chart doesn’t demonstrates a possible trading opportunity. Charting
is the X-ray for a stock, trading without it is like a doctor conducts
medical diagnosis without X-ray. (Click <a href="http://www.geraldkohstockcharts.com/wp-content/uploads/2019/07/teoseng.png" rel="noreferrer noopener" target="_blank">here</a> for full picture)</div>
<br />http://www.geraldkohstockcharts.com/2019/07/20/teo-seng-is-not-an-uptrend/?utm_source=rss&utm_medium=rss&utm_campaign=teo-seng-is-not-an-uptrendUnknownnoreply@blogger.comtag:blogger.com,1999:blog-25058915.post-43629542538701837912019-07-20T20:57:00.002+08:002019-07-20T20:57:24.168+08:00TEOSENG (7252) : Nothing Wrong - Koon Yew Yin<br />
<a name='more'></a> After I posted 2 articles, namely "Comparison of Teo Seng, Lay Hong and Leong Hup" and "Why so many people eat eggs" to encourage readers to buy Teo Seng, the share price has been dropping. Some readers might have followed my recommendation. As a result, they are losing money. <br /><br />My creditability is more important than money<br /><br />I am feeling so disappointed and it looks like I am losing my creditability which is more important to me than money. However, I wish to reiterate that there is nothing wrong with Teo Seng. Last evening, I had to buy a few hundred thousand shares to prop up the price to close at Rm 1.14.<br /><br />I wish to point out the following:<br /><br />Teo Seng’s last 4 quarterly EPS 7.37, 5.76. 2.34 & -0/18 sen. Total for 4 quarters is 15.29sen. Last closing price Rm 1.14, P/E 7.5 <br /><br />Lay Hong’s last 4 quarterly EPS 1.81, 0.57, - 1.70 & 0.34. Total for 4 quarters is 1.08 sen. Last closing price 43 sen, P/E 40<br /><br />Leong Hup’s last quarterly EPS 1.78. IPO price was Rm 1.10 in April 2019. Last closing price 91 sen<br /><br />Conclusion:<br /><br />Teo Seng is the best in terms of profit growth prospect which is the most powerful catalyst to move share price. Moreover, it is selling at P/E 7.5 while its nearest competitor, Lay Hong is selling at P/E 40.<br /><br />Notice to buy Teo Seng<br /><br />Any one who wish to sell Teo Seng at Rm 1.13 per share, please contact my remisier Ms Yau of Hong Leong Investment Bank, Ipoh, telephone 05-5119110. Each transaction should not be less than 100,000 shares.<br /><br />https://klse.i3investor.com/blogs/koonyewyinblog/215984.jsp<br />Unknownnoreply@blogger.com