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LTKM (7085) : LTKM BERHAD
Jacky
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Joined: Dec 2011		 22 Feb 2012, 07:54 PMPost #1
Good report yeah
ILoveDividend
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Joined: Dec 2011		 05 Dec 2013, 01:28 PMPost #2
Anyone follow this counter? Its poultry business is improving. This is the 3rd quarter it posted double digit EPS. This could be the next black horse.

However, below is the notes stated in Q2 2014,
"The current quarter recorded higher cost of raw materials particularly corn.
However, higher increase in selling prices of eggs resulted in the improved revenue and net profit."

But the corn price has been dropping since early of this year.
Anyone can help? question


ILoveDividend
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Joined: Dec 2011		 05 Dec 2013, 01:30 PMPost #3
Commentary on Prospects of Q2 2014
The Board is optimistic on the poultry segment for the next period as selling prices of eggs are expected
to be sustainable due to shortage in the market. The contributions from other segments namely the
Extraction and Sale of Sand, Investment Holdings and Others are not expected to significantly affect the
results of the Group.

Very high chance for its EPS to hit RM0.40 for FY2014. I'm looking for higher dividend for FY2014.
ILoveDividend
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Joined: Dec 2011		 18 Mar 2014, 01:30 PMPost #4
价格上升兼有效控制成本 鸡蛋商展望向好

二零一四年三月九日 晚上八时一分

报道：林伟彬

蛋场经营商股价已经稳定回扬，去年盈利在改善的销售价格和更有效成本管理下成长。

今年，生产商将放眼更有利的价格，因它们对供应量可拥有更好的掌握。

巴生农场（LTKM，7085）发言人称：“鸡蛋价格已经复苏。我们预料销售价未来看好。我们的盈利今年也将可持续，因供应已趋稳定。”

该公司可能在饲料方面比前一年付出更大，惟将不会达到2008年商品热潮的高峰。

举例而言，2014年5月大豆期货，已经从一年前的每公吨355美元，涨至目前的453美元，因天气忧虑对巴西收成造成的影响，推高芝加哥交易所大豆价格6.1%。

然而，现有状况与2012年相去甚远，当时许多家禽蛋鸡场受到供应过剩造成低销售价，以及商品价格高涨导致饲料成本提高的双重打击。

在过去一年，A级鸡蛋的销售价已经扬升12%至37仙，比较2013年1月只有33仙。而从兽医局的数据显示，在2012年8月，A级鸡蛋成本只有27仙。

与此同时，占了蛋鸡场成本60%至80%的饲料价格，也已经稳定化。实际上，大豆和玉米粉预料将在今年‘持稳’，主要是因为更低的成本，意味着利润获得改善。

巴生农场是大马交易所上市蛋鸡场经营商中的最大赢家。其股价过去一年已经弹升64%，因截至2013年12月31日止首9个月净盈利暴增4倍，从397万令吉晋至1691万令吉。

若现有的趋势持续，该公司将准备迎来多年最高盈利。其于上述9个月的累积每股收益为38.99仙，仅略低于2010财政年创下的39.4仙最高水平。

以目前闭市价2.93令吉计，巴生农场市值企于1亿2794万令吉。彭博数据显示，尽管在最近上扬后，该股仍只以5.68倍收益水平交易，周息率为4.07%。

巴生农场的交易价位是截至2013年12月31日止每股3.40令吉未审核净资产值的0.87倍。虽然高于发来资源（HUATLAI，7141）于2011年把德平栈集团（TPC）私有化时的0.77倍，但巴生农场2013常年报告称，该公司于马六甲和雪兰莪拥有数幅地段。

其中，位于亚罗牙也的266.8英亩地段，用于安置其家禽农场，于2013年3月31日止录得4485万令吉的最高净市值。而另一幅座落在雪兰莪巴生的2.33公顷地产连同工厂建筑，价值为2330万令吉；瓜拉冷岳一幅8.52公顷空置农业地（1138万令吉）；以及雪兰莪瓜拉冷岳0.81公顷作为产业发展（99万令吉）。

在马六甲野新，巴生农场也拥有8.51公顷永久业权地产和32.3英亩租赁地。

在2013年第3财季，巴生农场首次纳入从其位于万津称为Taman Seri Bunut住宅产业发展获得的收益。这项包含26单位排屋的计划，预测总发展值894万令吉，并已经售罄。

在2012财政年，大部分上市蛋鸡场经营商都因为鸡蛋价格暴跌和饲料成本提高而出现赤字，惟巴生农场却继续有利可图。

另一名在2012年录得盈利的行业业者是全利资源（QL，7084）。但其综合养殖农场部门的盈利于2012下半年滑落，至2013首3个月才回升。

而全利资源持股23.86%的丽鸿（LAYHONG，9385），也在截至2013年3月31日止财季转亏为盈。该鸡蛋生产商录得连续3个财季的净盈利，使得累积9个月净盈利达到211万5000令吉，或每股4.25仙。不过，它仍然低于2011财政年的31.4仙。

一年前，丽鸿蒙受了1779万令吉净亏损，相等于每股亏损25.3仙。

在过去一年，丽鸿股价已经扬升27.5%，至上周五以1.56令吉挂收，为其截至2013年12月31日止2.72令吉每股净资产值的0.56倍。

发来资源则以2令吉水平交易，相等于2.45令吉每股净资产值的0.87倍。不过，其资产负债表继续面对沉重背负。截至2013年12月31日止，其净负债达2.6倍，与前一年相若。而现金和定期存款则企于4400万令吉，及总借贷，包括银行透支则达5亿3913万令吉。

蛋鸡场经营商之间资产负债表的稳健差距是否将掀起行业统一，以获得更佳经济效益和改善供应与需求平衡仍有待观察。惟从危机后更壮大的业者，将可能创下更优秀的收益，从而获得投资者的更高评值。

http://www.kwongwah.com.my/news/2014/03/09/114.html
ILoveDividend
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Posts: 521
Joined: Dec 2011		 30 May 2014, 02:07 PMPost #5
very good report....See you at RM5 soon.
ILoveDividend
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Joined: Dec 2011		 04 Jun 2014, 09:25 AMPost #6
Looking for at least 10 cents to be declared for the final dividend based on the good result achieved for this financial year. LTKM is definitely a good share to invest for 2014/2015.
ymFR
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Joined: May 2014		 04 Jun 2014, 08:07 PMPost #7
Looking for at least 10 cents to be declared for the final dividend based on the good result achieve...ILoveDividend @ 04 Jun 2014, 09:25 AM
agreed!!yeahthumbup
ILoveDividend
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Joined: Dec 2011		 29 Aug 2014, 04:56 PMPost #8
As predicated ealier, 10 cents for Final Dividend. My personal target price is RM6.
Please see the commentary on Prospect of the latest quarter report, Q1 2015 below:

The Board sees the next period as positive as the prices of major raw materials particularly corn and soybean continue to be stable. Contributions from the Extraction and Sale of Sand and Investment Holdings segments are not expected to significantly affect the results of the Group. The other segment which comprised of Property Development is not expected to have any contributions in the current financial year as there is no development project in progress.
Nick
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Joined: Aug 2012		 24 Sep 2014, 10:49 PMPost #9
Hi ILoveDividend, I've got something want to ask you. Mind to tell me how to contact u?
ILoveDividend
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Joined: Dec 2011		 25 Sep 2014, 05:36 PMPost #10
yeahLTKM soars to all time high after QL offers to take over Lay Hong

http://www.theedgemalaysia.com/business-news/308942-hot-stock-ltkm-soars-to-all-time-high-after-ql-offers-to-take-over-lay-hong.html
ILoveDividend
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Joined: Dec 2011		 26 Sep 2014, 02:34 PMPost #11
加強房產業務獲看好 LTKM公司漲24仙

財經股市25 Sep 2014 21:54

　（吉隆坡25日訊）從事生產雞蛋業務的LTKM公司（LTKM，7085，主要板消費）有意加強房產發展業以減少對核心業務依賴，消息出爐后股價獲激勵，早盤一度勁漲34仙至或7%報5令吉，衝破5年新高紀錄。

LTKM公司今早開市先起4仙報4.70令吉，然后就一路大幅上漲，早盤一度猛漲34仙至或7%報5令吉，創寫5年新高紀錄。
休市時，LTKM公司掛4.98令吉，大漲32仙，半日交易量僅達11萬8700股。LTKM公司午盤漲幅雖收窄，但仍穩守在10大上升股榜；該股閉市揚24仙，收在4.90令吉，成交量15萬1600股。

　LTKM公司董事經理拿督陳金國昨日出席常年股東大會后，向記者指出，公司是在2011年進軍房產發展業，如今有意擴大業務，以提高收入來源。

　“截至2014財年3月底，房產發展業貢獻472萬令吉或3%收入，是個很小的數目，我們已經有了擴展計劃，但目前透露這些資料仍過早。”

　他說，公司目前在雪州仁嘉隆擁有20英畝未開發土地，還沒決定如何發展。

　“我們正物色收購有潛能發展的土地，特別是在巴生谷及柔佛區。”

　陳金國強調，生產雞蛋業務維持是公司的核心業務，在2014全年，該業務貢獻高達1億6957萬令吉相等于95.23%收入。

http://www.chinapress.com.my/node/563846
ILoveDividend
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Posts: 521
Joined: Dec 2011		 13 Feb 2015, 05:13 PMPost #12
http://www.theedgemarkets.com/my/article/insider-asia%E2%80%99s-stock-day-ltkm-0

LTKM (Fundamental: 2.7/3, Valuation: 2.4/3) has one of the strongest balance sheets amongst poultry-related companies in Malaysia. Net cash stood at RM8.3 million, or 19.2 sen per share at end-Sept 2014, in an industry where most players are highly geared.

LTKM was started by the Tan family way back in 1976, as a small 10-acre farm in Kampung Jawa, Klang. The company has since expanded into a 400-acre highly automated, bio-secure farm in Malacca and is the single largest layer farm in Malaysia. LTKM remains tightly held by its founders (61% stake).

Current capacity totals 1.4 million eggs per day, including its famous Omega-3 eggs marketed under the LTK Omega Plus brand. Over 40% of eggs produced are exported to Singapore and Hong Kong with the balance sold to local wholesalers.

The stock is trading at a trailing 12-month PE ratio of 6.8 times and P/BV of 1.25 times.

Thanks to its strong balance sheet, the company has been able to maintain relatively consistent dividends, even when earnings dipped sharply in FY Mar 2012. Dividends ranged between 10 sen and 13 sen per share in FY2010-FY2013. For FY2014, dividends were raised to 18 sen, translating into net yield of 3.5%, in line with improved earnings. Return on equity rose to 19.4% in the latest financial year.

Earnings, however, can be volatile — due to the volatility of major raw materials, corn and soybean. For 1H2015, sales increased 8.4% y-o-y to RM93.4 million while pre-tax profit rose 38.7% to RM21.0 million. The outsized increases in profit and margin were due to higher selling prices for eggs and lower raw materials costs. While commodity prices remain relatively low, the weaker ringgit may raise costs in the near to medium term.
ILoveDividend
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Posts: 521
Joined: Dec 2011		 08 Apr 2015, 11:14 AMPost #13
yeahyeahyeahyeah

LTKM BERHAD

Type Announcement
Subject NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
COMBINATION OF NEW ISSUE OF SECURITIES
Description LTKM BERHAD ("LTKM")

(I) PROPOSED BONUS ISSUE
(II) PROPOSED SHARE SPLIT
(III) PROPOSED ESOS
(IV) PROPOSED M&A AMENDMENT

On behalf of the Board of Directors of LTKM, Hong Leong Investment Bank Berhad wishes to announce that LTKM proposes to undertake the following corporate proposals:

(i) bonus issue of 21,684,001 new ordinary shares of RM1.00 each in LTKM ("LTKM Shares") ("Bonus Shares") to be credited as fully paid-up, on the basis of 1 Bonus Share for every 2 existing LTKM Shares held, on and entitlement date to be determined later ("Proposed Bonus Issue");

(ii) share split involving the subdivision of every 1 existing LTKM Share held into 2 new ordinary shares of RM0.50 each in LTKM, on an entitlement date to be determined later ("Proposed Share Split");

(iii) establishment of an employee’s share option scheme ("ESOS") of up to 10% of the issued and paid-up ordinary share capital of LTKM (excluding treasury shares, if any) at any point in time during the duration of the ESOS for eligible employees and Directors (including non-executive Directors) of LTKM and its subsidiaries (excluding subsidiaries which are dormant) ("Proposed ESOS"); and

(iv) amendments to the Memorandum and Articles of Association of LTKM to facilitate the Proposed Share Split ("Proposed M&A Amendment").

The Proposed Bonus Issue, Proposed Share Split, Proposed ESOS and Proposed M&A Amendment are collectively referred to as the "Proposals".

Please refer to the attachment for further details on the Proposals.
This announcement is dated 7 April 2015.
barbertan
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Joined: Nov 2014		 15 Jan 2018, 03:18 PMPost #14

I wanted to invest in the farm sector and LTKM got my vote.

After a while, I found myself invested in a property development company instead.

Cut my losses early. Phew.yeah
skysoh
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Joined: Aug 2014		 30 Jun 2018, 10:52 PMPost #15

When up
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yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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