@hero666, no worry much. I can understand it. That's why I feel is annoying with those bonus issue and rumor. It is misleading information to other. It might be happen in future. But I don't think is now. The current uptrend of Tomypak most probably due to its expansion plan in 2017 and 2018. Frankly speaking, I quite confident with the management team. I have some deep research at Tomypak. I believe it should be able to reach at least RM 2.50 - RM 3.00 this year (depend how Mr Market value its PE). As long as company grow. I won't worry much. Share price sure will UP once company is grow. Tomypak's management team is very talent and experience if you look at their background and past experience.

@hero666, I don't think will have bonus issue as mentioned earlier. May I know why you invest at Tomypak earlier? Due to bonus issue rumor? Or its expansion? Or company future outlook? I will hold Tomypak till 2018 at least :) I invest Tomypak for long term at first place. Once the financial result show good, share price will up for sure. I believe it should be range between RM 2.00 - RM 2.20 till next quarter result (end of May).

I will try to summarize some key finding for upcoming annual report of Tomypak.
a. Gearing ratio is reduce from 23% to 18%
b.
c.
d.
e.
f.
g.

Hope it benefit all of us :)

You are most welcome, ozzie75. Together we live better.

You are most welcome. Sharing is caring. Hehe. As mentioned earlier, Tomypak no qualify for bonus issue yet. I quite confident it is rumour. I don't know what is his/her intention. Anyway it is no good to spread rumour without clarify and look at the Tomypak financial result etc.

abangadik, what is your understanding regarding the expansion plan for Tomypak from 2017 to 2021? My understanding seems to be easy :P One advance metalizing machine can produce 19,000 metric tons. They have set up one this year. So the total production can up to 35,000 metric tons. They can install another one more advance metalizing machine next year and it will have 54,000 metric tons after then. Last one at 2021. I might be wrong :P Thus I need your guys to verify it :D

@abangadik, I dig my head to read the quarter report and annual report few rounds :P To make sure I no invest at wrong company :D Luckily Tomypak is a good choice ^.^

it was 12,850 metric tonnes (80% of 16,000 metric tons) in 2015 compared to 13,280 metric tonnes in 2014.

Hi R40s, thanks a lot for your sharing :)
For 35,000 metric tons, it should be the max production (100% production capacity) in 2017.
16,000 metric tons from existing 7 production line at old factory (Tampoi);
19,000 metric tons from advance metalizing machine at new factory (Senai);

@hero666, I believe it still rely on how the sales. Anyway I believe management able to secure more customer. Worst case will be still maintain revenue but increase profit margin :)

I no hold any Sendai, purely share the news only. Hope it helps.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5372137

Tomypak fund raising around RM RM54,734,000 through right issue. However, management only spend RM 37,434,000 for Phase 1 expansion. They have extra RM 17,300,000 for future business expansion. Another credit should reward to good management :)

ozzie75, their expansion plan is at 2017, 2018 and 2021. I think its sales will stable again at 2018. We can join back the party again at 2021 :P

I think those IB no really research deep about Tomypak :) Good for us anyway.

@ozzie75, tomypak's business should be recession-proof :P It still their business revenue, eps, etc :D

Lol ...

"CIMB Research said it maintained its EPS forecasts and target price, which is at a 40% discount to Daibochi’s 2017 13 times target, as it remains unconvinced about Tomypak’s rapid earnings recovery in FY16. "
Read more at http://www.thestar.com.my/business/business-news/2016/05/19/tomypak-skids-early-thursday-cimb-research-keeps-reduce-call/#JFWC0IIjSK7WSh2T.99

I think fund manager will only ENTER once they see the growth of Tomypak :D Increase of EPS is the main key factor now. Once eps increase, dividend increase, share price increase :P

I plan to hold Tomypak till 2018 at least :)

So far only "CIMB-Principal Asset Management Bhd." hold Tomypak share. Hope that can more fund invest at Tomypak :P

Hopefully today can have mega sales for Tomypak. Can't wait for it.

I will foreseen EPS for 2017 is around 0.25. Assume 80% of double production capacity and 9% profit margin. Let see it again end of the year.

Agree, abangadik :D

Tomypak don't meet the requirement for bonus issue yet :)

Frankly speaking, I don't think they will have bonus issue for Tomypak. I believe it is rumour only. Time will prove it :)

Hopefully more intelligent investors start to aware the bright future of Tomypak ^.^

You're most welcome, hueyyng27 ^.^ I more concern how management to sale/digest the double production this year. If they success, RM 3.00 won't be a problem.

worst scenario will still around RM 2.30 at least. Unless they report lose :( Then different story T_T

unlikely :P

You're most welcome :) I will let you know my target price once 2017Q1 financial report is out ^.^

I will expect around RM 2.50-RM 3.00. Will wait for upcoming financial report to have a better idea :)

@hero666, can't get dividend anymore. Yesterday is the last day to buy Tomypak to entitle for dividend.

Raw material of plastic is crude oil. The cost of imported raw material will reduce due to lower oil price.
At FY2016, export sales contribute around 53% revenue. Strong USD will increase foreign exchange gain, especially at FY2015Q3 :) USD jump from 3.80 to 4.40. At the same quarter, Tomypak record RM 2 million foreign exchange gain. Highest in its historical record.

Hope it helps :)

Here is the DURA Brochure which explain DURA Technology in detail, http://www.dura.com.my/dura-brochure

Crude oil price drop and strong USD would benefit Tomypak :)

Let Profit Run ^.^

"Cutting Losses Short and Lettings Profits Run". It shown uptrend and stand strong above 0.20 :)

Thanks, ozzie75. Let me have read on it.

ozzie75, do you know which company is their peer or competitor? I can further research about it :)

Below is what my research for Leweko:
1. The manufacturing and sale of sawn and moulded timber were discontinued in the current year (good to dispose lose-making/unstable business);
2. Leweko Resources Berhad Proposed disposal of freehold industrial land together with buildings and structures and machineries and equipment, to Great Platform Sdn Bhd.
3. The Board also took into account that the Proposed Disposal will result in a gain of RM7.76 million.
4. Dura Technology. Ultra-High Performance Concrete (UHPC) which expect to contribute more revenue and profit to the group;
5. Sign MOU with CANADA Facca Inc to promote, produce and sales of UHPC etc.

FY2017Q1 and FY2017Q2 report show better financial result as compare to last year.
EPS for FY2017Q1 is 0.23;
EPS for FY2017Q2 is 0.10;
The propose disposal plan will contribute 2.4 sen eps.
Can see the management is try to improve Leweko Financial Balance Sheet.
Assume EPS for 2017 is 3 sen, PE 10, the share price should be around RM 0.30.

NTA is 0.33 now ^.^

Appreciate any comments.

Any news update? It UP a lot recently.

As refer back the quarter report individual, below is the eps:
Q1: 3.21 (109,467)
Q2: 4.01 (127,712)
Q3: 2.66 (127,712)
Q4: 3.84 (164,260)
Total: 13.72
Share Price: 1.95
PE: 14x

Assume new plant can increase 10% revenue at Q2 onwards etc. It might be able to deliver around 4.2 sen per quarter and total eps might increase up to 16.40. If PE 15x, share price should be around RM 2.46.

This is just my assumption if everything is run smooth and optimize situation.
***I expect new plant might reflect financial report at Q2 onwards.

Any advice is appreciate :)

Just aware that Mr Yong indirectly hold Tomypak share from 28M to 42M and Mr Lim from 17M to 26M. Both of them have fully subscribe right issue on 5 July 2016. It seems good to me as director confident towards the company as well :)

ESOS, 925,605 unit. Latest issued and paid up share capital after the above corporate proposal in the following: 166,002,998

ozzie75, you are right :) On Point 2: It is indirect holding via New Orient Resource if I read it correctly. Correct. Indirectly hold ^.^

Thanks, ozzie75 :) Looking forward to it upcoming financial result. Then we can roughly "judge" how new machine and factory boost revenue.

2.94 is the share price before right issue if no mistaken. Good management definitely worth to hold :)

Thanks a lot for your well explanation, abangadik. My enter price is around 1.75++. What I see is the director of Tomypak also hold position at other well known listing company (eg. Topglove, karex. Johotin, etc). I do agree with you Tomypak do well at cost control and good management ^.^ I think only few company give dividend every quarter. Luckily Tomypak is one of it :)

Hi abangadik, "I think your numbers adds up and it was the high point of Tomypak, which is the minimum that I will aim unless the FA of the company changes. " might to share more what you think for Tomypak? Kindly correct me if anything I misunderstanding :( Thanks in advance ^.^

Thanks for your advice , Up_down ^.^ You give me confident to be part of Tomypak share holder :)