2015/01/16

Teo Seng 吃鸡蛋买鸡蛋股


OPERATION REVIEW

We have overcomed uncountable challenge faced in this industry, but we remain focused to achieve excellent product quantity and quality, diminishing operation expenses in order to enhance better profitability for the Group.

In the 7th Malaysia Livestock Asia Expo & Forum held in September 2013, once again Teo Seng Farming Sdn. Bhd., a wholly-owned subsidiary of Teo Seng Capital Berhad has awarded the “Outstanding Layer Farm” award of Malaysia for the second time and represents the third awards in the group history by The Malaysia Livestock Industry Award endorsed by Department of Veterinary Services, Malaysia.

On 3 May 2013, an additional farm registered under Teo Seng Farming Sdn. Bhd. was accredited and granted export license by Agri-Food and Veterinary Authority of Singapore, made up a total of 8 export farms as at to-date.

Ritma Prestasi Sdn. Bhd., a wholly-owned subsidiary of Teo Seng Capital Berhad specialising in animal healthcare solution was awarded the “Outstanding Top 10 Companies” for Malaysia’s Fast Moving Companies in the SME100 Award 2013 on 16 December 2013.

Laskar Fertilisers Sdn. Bhd., a wholly-owned subsidiary of Teo Seng Farming Sdn. Bhd., concentrating on research and development on converting raw chicken manure into pure organic fertiliser has introduced first batch of its experimental product on 30 September 2013. The product is distributed to farmer for free trial concurrently while waiting the finalizing of pricing and marketing strategy for the official launch.

Our success was driven by improved result in each of our business unit and reflects the strength of our entire portfolio. We will continue to uphold our business model and upgrade our facilities to meet our consumer’s preference and needs.

PROSPECTS 

Farm improvement and expansion was always the most important agenda as it represents the core business for the group. In year 2014, number of farms will be upgrading with new facilities to strengthen the product quantity and quality, nevertheless, the management has decided to set up two additional farms to accommodate increasing market demand.

On the other hand, the management is planning to replace Liquefied Petroleum ("LP") Gas with Natural Gas for egg tray production. Natural gas is an ideal replacement solution to high-price LP Gas at approximately 80% lower in cost.

---------
 
卖了一点YTLreits转买Teo Seng。

原因:YTLreit只会生股息,不会生鸡蛋。

原因2:YTLreit很难加快财务自由目标,我用了n年青春等回来的证实。

鸡蛋股虽不至于能够发达,却觉得可以中头奖的机率高!只要公司farm继续增加中,只要鸡蛋需求继续增加!!

看到Teo Seng宣布红股(鸡蛋Teoseng确定要给鹌鹑蛋了。。。)(0115/08 - TeoSeng 红股& 凭单除权日 + 3B 确定告吹 ~ 千呼万唤使出来~),再看到美丽net profit数字,于是去翻资料看看。



估计未来持有Teo Seng五年,一定会比持有YTLreit更有机会^^~


所以,现在就先买入一张,等拿到红股,股价下调,再逐步减持一些Reits换加码Teo Seng高成长股。

目标是要持有两三张Teo Seng在组合内作为长期持有的目标,只因未来业绩有很大成长空间。

我们家几乎一个月消耗鸡蛋应该有数十粒,这还不包括我们吃的面包和蛋糕,都是用到鸡蛋原料。



当马币一直在lao sai, 看到一些公司有新币或美元收入,自己就会情不自禁眼睛在发亮!


I learn and grow in KLSE with RM500 initial capital - 本部落格一切言论和资料纯粹是我本人个人的参考记录, 绝无任何买卖建议. 任何人因看此部落格的文章而造成任何投资损失, 恕不负责.

-------------

相关新闻;

the company exported between 30% and 35% of its eggs to Singapore, up from 10% in the past three to five years.

The company has almost 20 farms in Batu Pahat with over two million layer birds.
“When the Kota Tinggi farm is fully operational in three years time, we expect to export 40% of our eggs to Singapore,’’ said Lau click to read full article)

----------------------

 

写在面子书上的几个字;


2015年,为组合添加了两个人们所需品在投资组合内,一个卖水,一个卖鸡蛋~

2015年,不管牛市或是熊市,组合内有保险,保险套,水,电讯,鸡蛋,产业,家具,而产业内包了医院和教育,这样的投资组合算是一组营养投资组合了~

 

----------- 

广告~~

《歪歪理财记事本精选文章》书即将开卖~~一本可以摸得到的书~

 

有兴趣买一本《歪歪理财记事本精选文章》书的朋友,请看这里;

 

《歪歪理财记事本精选文章》新书 读者预定名单

 

 

10 条评论:

  1. 欢迎加入鸡蛋股行列,哈哈哈哈

    回复删除
    回复
    1. 我想到要建议无聊人联络鸡蛋公司IR,安排去参观公司如何让鸡生蛋^^

      删除
    2. 真的吗? >.< 我好像在余大的Blog看过鸡蛋公司的访问,可是忘记了 :P

      删除
    3. 还真不舍得放生~
      欢迎加入鸡蛋家族~
      呵呵,厂在柔佛,如果有也去不了,太远了~

      删除
    4. net profit增长数字很美丽,未来有机会我还会加码:)

      删除
  2. 说到保险套。政府的诊所有免费派发保险套给产妇,要他们避孕的。之前也叫我拿。

    回复删除
    回复
    1. 我一直听闻马xx因为宗教关系,是不能用保险套的,不是吗?

      删除
  3. 如果比较鸡蛋股,感觉上 LTKM 的风险更低。LTKM 没 TEOSENG 那么有野心,不过相比之下,估值更低。

    回复删除