【TEOSENG 7252 交流专区】潮成集团

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2013	30/09/2012	30/09/2013	30/09/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	80,288	0	241,604	0
2	Profit/(loss) before tax	9,112	0	22,558	0
3	Profit/(loss) for the period	6,799	0	17,515	0
4	Profit/(loss) attributable to ordinary equity holders of the parent	6,895	0	17,695	0
5	Basic earnings/(loss) per share (Subunit)	3.45	0.00	8.85	0.00
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	1.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.6300		0.0000

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2013	31/12/2012	31/12/2013	31/12/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	89,155	0	330,759	0
2	Profit/(loss) before tax	7,403	0	29,961	0
3	Profit/(loss) for the period	5,860	0	23,375	0
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,729	0	23,424	0
5	Basic earnings/(loss) per share (Subunit)	2.86	0.00	11.71	0.00
6	Proposed/Declared dividend per share (Subunit)	1.50	0.00	2.50	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.6600		0.0000

Type	Announcement
Subject	OTHERS
Description	Teo Seng Capital Berhad -Proposed Final Single-Tier Dividend
The Board of Directors of Teo Seng Capital Berhad ("the Company") is pleased to recommend a proposed final single-tier dividend of 7.50% in respect of the financial year ended 31 December 2013. The entitlement date and payment date would be announced at a later date. The aforesaid proposed final single-tier dividend is subject to the approval of the shareholders at the Company's forthcoming annual general meeting.

icy97

EX-date	09/07/2014
Entitlement date	11/07/2014
Entitlement time	05:00:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final single tier dividend of 7.5% in respect of the financial year ended 31 December 2013
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur Tel No: 03-22643883
Payment date	22/07/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	11/07/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Percentage
Entitlement in percentage (%)	7.5

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2014	31/03/2013	31/03/2014	31/03/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	87,041	79,086	87,041	79,086
2	Profit/(loss) before tax	13,553	5,551	13,553	5,551
3	Profit/(loss) for the period	10,410	4,408	10,410	4,408
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,271	4,424	10,271	4,424
5	Basic earnings/(loss) per share (Subunit)	5.14	2.21	5.14	2.21
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.7100		0.6600

kongsenger

霸天虎 发表于 5-7-2011 12:00 PM
有没有人注意TEOSENG?有谁对这股了解的。。在冲着了

teoseng 7252 潮成资本 Rm 1.39 进场的原因---

1)公司2013年共净利2342万,eps=11.7 sen ,dy=1.77%(2.5sen).

2)Q1首季赚了(1027万),EPS=5.14 SEN ,估算Q2,Q3,Q4都有4sen共12 SEN,
全年EPS=17SEN算,现RM 1.41 只是在PE=8.2 倍交易,明显被诋估了,
合理的PE=10 ,目标价=RM1.70 .NTA=RM 0.71
3)公司现金有3565万,债务为7482万.
4)30大股东已持有90.73%（181473张），市场流通量只有18527张,总股数为200000張.
TEOSENG 绝对是投资者的首选股，公司的潜在价值好，成长佳,将会是一只黑马股。
(最新24-07-2014的持股有改变Koperasi Permodalan Felda Malaysia Berhad
只存5%,其原有15%不知道去向何处,公开市场或其他買主.)
5)鸡蛋为人类主要食品,业务抗跌性强,永远不会有销售问题.
6)Teoseng 于新山超市出售的鸡旦.10粒裝低旦固醇与含维他命E.售价rm4.50,
产自近永平区,其他品牌普通装賣rm3.50,价格比别家强,看到净利了.
个人整理与推算,进岀自负.
最新公司的基本资料与网站--
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=T&securityCode=7252

icy97

TEO SENG CAPITAL BERHAD

Particulars of substantial Securities Holder

Name	Koperasi Permodalan FELDA Malaysia Berhad
Address	Blok J, Anjung Felda, Jalan Maktab 54000 Kuala Lumpur
NRIC/Passport No/Company No.	Koop Neg. No 39
Nationality/Country of incorporation	Malaysian
Descriptions (Class & nominal value)	Ordinary shares of RM0.20 each
Name & address of registered holder	Own Name

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	23/07/2014	30,000,000

Circumstances by reason of which change has occurred	Disposal of shares
Nature of interest	Direct interest
Direct (units)	10,000,000
Direct (%)	5
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	10,000,000
Date of notice	24/07/2014

kongsenger

teoseng 7252 潮成 1.65 加码

wws2020

跳那么高，1.68 历史高。

kongsenger

teoseng 毎天生产280万粒鲜旦,2017年达到350万粒.
公司过去5年Roe都有15%之上,成长良好.
估计teoseng 2014年全年的eps=17 sen,个人拿同属LHG(龙合集团)
的malindo feedmill 比较,pe=23倍交易,若teoseng的pe=23,价位=rm3.91
LHG若整合印尼与大马的业务,将成为东南亜笫二大的家禽集团,僅次于
泰国的卜峰,对TEOSENG会有新的估值,因此从企业消息与公司成长来说,
TEOSENG会是很好的进场机会.个人估算,进出自负.

MALINDO FEEDMILL 之基本数据与资料-
http://www.malindofeedmill.com/home.php

kongsenger

kongsenger 发表于 11-8-2014 12:11 PM
teoseng 毎天生产280万粒鲜旦,2017年达到350万粒.
公司过去5年Roe都有15%之上,成长良好.
估计teoseng 201 ...

Teoseng 潮成资本 Rm 1.65加码,看到前景好--

Teoseng 潮成资本 7252 之基本数据与资料-
个人简单估计teoseng 2014年全年的eps=17 sen
看看其他生产鸡旦股的本益比(pe)--
a)Ql 7084 --Rm 3.42  pe=26.6
b)Ltkm 7085--Rm 3.97  pe=6.09
c)Huatlai 7141--Rm 2.16  pe=16.4
d)Layhong 9385--Rm2.32  pe=16.1

若teoseng --Rm 1.70  pe=10
pe=16  ,价位=Rm2.72
pe=26 ,价位=Rm4.42
我觉得teoseng是很好的交易对象
,除了ql有较多的成交,其他如7085.7141,9385
成交太少了,買賣困难,投资机构是不会进入的,
故teoseng是首选,近期有很好的上升势头,
接下来標青的业绩,大股东私有化或
投资机构累积都是价位向北的利好,
趁低进场,年底Rm 2.00有望.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2014	30/06/2013	30/06/2014	30/06/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	89,773	82,230	176,814	161,316
2	Profit/(loss) before tax	13,402	7,895	26,955	13,446
3	Profit/(loss) for the period	9,694	6,308	20,104	10,716
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,617	6,376	19,888	10,800
5	Basic earnings/(loss) per share (Subunit)	4.81	3.19	9.94	5.40
6	Proposed/Declared dividend per share (Subunit)	5.00	1.00	5.00	1.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.7600		0.6600

Type	Announcement
Subject	OTHERS
Description	Teo Seng Capital Berhad -Declaration of Interim Single Tier Dividend
The Board of Directors of Teo Seng Capital Berhad ("the Company") is pleased to declare an interim single tier dividend of 25% for the financial year ending 31 December 2014. The entitlement and payment dates of the aforesaid dividend would be announced at a later date. This announcement is dated 22 August 2014.

kongsenger

NightMareVIP 发表于 13-3-2010 09:48 PM
回复 4# 陳光發
哦哦原来哦
你的投资组合有什么股呢?

7252  rm 1.95 进场---Teoseng 潮成资本 7252 之基本数据与资料-
个人简单估计teoseng 2014年全年的eps=20 sen
看看其他生产鸡旦股的本益比(pe)--
a)Ql 7084 --Rm 3.45  pe=25
b)Ltkm 7085--Rm 4.48  pe=6.87
c)Huatlai 7141--Rm 2.60  pe=19.8
d)Layhong 9385--Rm2.44  pe=16.9

若teoseng --Rm 2.00  pe=10
pe=16  ,价位=Rm3.20
pe=25 ,价位=Rm5.00
我觉得teoseng是很好的交易对象
,除了ql有较多的成交,其他如7085.7141,9385
成交太少了,買賣困难,投资机构是不会进入的,
故teoseng是首选,近期有很好的上升势头,
接下来標青的业绩,大股东私有化或
投资机构累积都是价位向北的利好,
趁低进场,年底Rm 3.00有望.(pe=15 合理价)

teoseng 潮成的30-06-2014第二季业绩浅谈---
从图中看到现金减少954万至3599万 (30-03-2014为4553万),
而债务减少1776万至5839万 (30-03-2014为7615万)
己看到管理层在用心了,一切在改善中,步向净现金只是时间上而已.
同时派送5 sen股息.

teoseng7252 过去3年股东回報率(roe)有15以上,今年可达20,实为同行之冠,
说明管理精明,是很棒的成長与价值首选股,产业不買可租,鸡旦不吃,真的很难,幸福的未耒己看到$,哈哈！

kongsenger

网友之分享-- Let the owner or company make the announcement on 9 September regarding their reorganization. From there u will realized QL is much smaller than them and they should have higher valuation through teoseng first before their new LH group relisting. Being the largest should have higher multiple. U can work out the multiple u want assuming eps of 20 cents. What u think they should get? 15? Bear in mind no fund management buy into the stock yet. When the FM start buying, u do the imagination. With 40 million free cash flow, potentially special div? What about bonus issue? Warrant? Hmmm?

Just look at other poultry player? What the heck is happening to them? Except QL, what are they doing if u think LH reputation no good? Look at what they did to Malindo feed meal in Indonesia, that stock move from 200 to 4000!
27/08/2014 22:14http://markets.ft.com/research/Markets/Tearsheets/Summary?s=MAIN%3AJKT


Flintstones Very happy with a FW P/E of 13-15 for teo seng assuming full year EPS is 0.20. If you look at the broad market today, there is almost no theme left in play. Wanna play large caps? Valuation is expensive. Wanna play O&G? No news flow. Wanna play plantation? Bearish outlook. Wanna play property or consumer? GST slow down next year. The only industry that has catalysts now is poultry. And those major newspapers and research house havent published their views yet. Once they do, all users in this column will be a happy man come year end.
28/08/2014 09:05
只供参考,进出自负
TEOSENG 强牛股,黑马--弘历软件分析
https://www.facebook.com/video.p ... 7065&type=2&theater

kongsenger

陳光發 发表于 13-3-2010 09:41 PM
我没有买这股啊...
我觉得前景应该都不会动太多罢了～
主要产品我也还没有掌握的...

Teoseng 7252 潮成 ,2014 财年估计eps =20 sen,现Rm 1, 91只是在pe=9,5 倍交易,
明显是低估了,合理的pe=15倍,股价有Rm3,00 ,此时进入可获5sen免税股息(曰期再通知),
teoseng有企业消息与增长势头,比其他消费股更好.
又一次丯衣的机会,只供参考,进出自负.

kongsenger

wws2020 发表于 8-8-2014 11:11 PM
跳那么高，1.68 历史高。

丰收期，玉米，大豆，小麦价格节节败退。
teoseng 的成本下跌,旦价保持稳定,因此teoseng的净利可增强.加码好机会.


GRAINS-Corn, soybeans slide on outlook for record crops
Rod Nickel
Monday, 25 Aug 2014
http://www.cnbc.com/id/101944462

* New-crop soybeans hit contract low, wheat falls

(Updates with U.S. trading, analyst's comment; changes byline, dateline from HAMBURG/SINGAPORE) Aug 25 (Reuters) - Chicago corn futures fell on Monday after two straight days of gains while soybeans slid to a contract low on forecasts of record crops in the United States. Wheat also weakened as the focus returned to large global crops. Recent rain in the U.S. Corn Belt was helpful for the corn crop, which was already expected to be the biggest-ever, said Karl Setzer, market analyst at Max-Yield Co-op in West Bend, Iowa. "The crops that are coming on are looking pretty good across the United States (and) one of the big things is funds are holding long positions," Setzer said. "So we're seeing some liquidation. There is just more sellers than buyers in the pit." Chicago Board of Trade new crop December corn fell 1.3 percent or 4-3/4 cents to $3.66-3/4 a bushel by 9:36 a.m. CDT (1436 GMT). New crop November soybeans dropped 0.8 percent or 8-1/4 cents to $10.33-3/4 a bushel after hitting a contract low of $10.32-1/2 a bushel earlier in the session. December wheat fell 0.9 percent or 5-1/4 cents to $5.57 a bushel. "We see lower prices for corn, soybeans and even wheat largely driven by fundamentals," said Phin Ziebell, agribusiness economist at the National Australia Bank. Farm advisory service Pro Farmer on Friday forecast the U.S. 2014 corn crop at a record 14.093 billion bushels after completing its crop tour of U.S. grain belts. The U.S. Department of Agriculture (USDA) last week estimated the crop at a record high of 14.032 billion bushels. The results of the Pro Farmer crop tour are widely viewed as a landmark assessment of the U.S. corn crop every year as it makes field-level observations across the seven states that account for roughly 70 percent of U.S. production. The Pro Farmer tour results fuelled expectations among analysts that the USDA will soon raise its U.S. corn yield forecast. Corn and soybeans typically come under selling pressure around this time of year when traders determine the crop's size has largely been determined, Setzer said. "A lot of guys are (thinking) the crop is made, which isn't 100 percent accurate," he said. "There is still some time for yield loss. But yields are projected so high, especially in corn, that even if we take off a bushel or two, it really wouldn't affect the balance sheets all that much." Pro Farmer forecast U.S. soybean production at 3.812 billion bushels, with an average yield of 45.35 bushels per acre. Last week, the USDA put the crop at an all-time high of 3.816 billion bushels, with a yield of 45.4 bushels per acre. The market focus for wheat on Monday was moving from the conflict between Russia and Ukraine to the ample global wheat supply outlook, analysts said. The market eyed, however, wet weather in the U.S. northern Plains that has threatened the quality of the spring wheat crop.

kongsenger

陳光發 发表于 13-3-2010 09:20 PM
我只是想到因为还没有派到钱拿着的关系哦～
当然排上贵的就出手的，排去买便宜又买不到....

Teoseng 7252潮成～後市看好,值得持有与買进Rm1.91
我的姪女在潮成做书记,近来龙合大量收集附近地皮(YONG PENG),
朋友的7英亩地就以毎亩118K出售给LHG,看来公司未来有业务扩大之势.
Teoseng 之厂外观(位于YONG PENG 永平之旦格厂)
----刘文源先生领导下的龙合控股有限公司已成为一个规模宏大的跨国集团公司，年营业额达到马币30亿元，目前集团之畜牧产品皆供应到马来西亚、新加坡、印尼、越南等市场，每月平均所供应的畜牧产品如下：
    （1）鸡雏2千500百万只；
    （2）肉鸡1千200百万只；
    （3）鸡蛋7千万粒；
    （4）肉鸭50万只；
    （5）肉猪1万2千只；及
    （6）饲料10万吨。
    它所涵盖的业务广阔多元，主要是畜牧业，其中以鸡、鸭、猪只的生产为主，连带一条龙作业，包括饲料、食品加工、其他肉类进出口等。还有种植业、娱乐业、旅游业、建筑业等等。投资范围遍及马来西亚、中国、新加坡、印尼、菲律宾及越南等国。
    作为他本人，目前在集团及其属下多家公司担任决策性高职，主要包括：龙合控股有限公司任董事主席，特佳控股有限公司任董事主席，潮成资本有限公司任发展顾问，印尼Pt.Malindo.Feedmll,Tbk任董事主席等

icy97

EX-date	15/09/2014
Entitlement date	18/09/2014
Entitlement time	05:00:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim single tier dividend of 25% for year ending 31 December 2014
Period of interest payment	to
Financial Year End	31/12/2014
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur Tel No: 03-22643883
Payment date	29/09/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	18/09/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Percentage
Entitlement in percentage (%)	25

kongsenger

陳光發 发表于 13-3-2010 09:20 PM
我只是想到因为还没有派到钱拿着的关系哦～
当然排上贵的就出手的，排去买便宜又买不到....

分享网友阿boon兄之股---
TEOSENG  http://bblifediary.blogspot.com/

在公司加强防护设施后,禽流感来襲几率很小,大可安心,teoseng每年有约3%的成長,
你说可以持有吗?就算pe=15,股价rm3.00,長远还是价值的,看看QL分了几次红股,
TEOSENG于2008年上市至今都未分过红股呀,
论资产负债表，
成长等TEOSENG是不会差QL的,是支强牛股.

kongsenger

分享网友Chengyk兄之股---
家畜业 (http://chengyk.blogspot.com/2014/09/blog-post.html)

kongsenger

网友之分享--When I first wrote abt teoseng I said very firmly $2 by September and $3.50 by CNY cum all entitlement! Not if or what. Why? Please refer back what I said. Today deal done with all listed and unlisted companies in LH group with a private equity Affinity. Their position in Teoseng is affirmed at $2. When a private equity buy at 2, later all the subsequent announcement will lead it to higher and higher. By the time CNY cum 3.5. Don't ask me why this or that, wait for the announcement by the owner. Only two exposure to LH group that are still listed ; Malindo in Indo and Teoseng in Mal. Before the relisting of LH group, fund mangers who like the reorganization of the NEW Leong Hup with Affinity private equity will buy into teoseng and Malindo for exposure. If QL can be PE 25, I wonder the reorganized of New Leong Hup will be price at what PE? Go check out who is Affinity.
09/09/2014 22:06
http://www.affinityequity.com/aboutus.htm
affinity manages over USD7 billion of fund and asset