2014年8月28日星期四

Teoseng 7252---


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!(http://markets.ft.com/research/Markets/Tearsheets/Summary?s=MAIN:JKT)
27/08/2014 22:14

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.php?v=555809797878314&set=vb.303788979747065&type=2&theater
基本与技术面好