Challenges and Outlook
Looking ahead, the Group is excited by its diverse revenue streams and strong engagement across these customers. The Group remains steadfast in delivering products and solutions and be a strategic partner of choice. Barring unforeseen circumstances, the Group expects to remain profitable in the coming financial year.

PROSPECTS AND RISK FOR 2018
Barring unforeseen circumstances, we remain confident that the Group is well position to maintain a satisfactory operating performance for the forthcoming year ending 31 March 2018.

http://klse.i3investor.com/m/blog/TenMiles/143085.jsp

Looking forward upcoming QR :)

Fundamental is good and intact. Long term should be fine. If short term, then depend on your risk management.

If bonus issue, FPI can "Bonus issue" on the basis of 4 Bonus Share for every 5 existing ordinary shares held in FPI.

Thanks, @Chong Jiunn Hau . Looking forward upcoming QR.

Thanks for your summary, specman :)

@Chong Jiunn Hau , do you have the soft copy of it? Might to share it? Thanks a lot.

@leslieroycarter
Date of offer of the ESOS Options is on 9-Sep-16

As refer to annual report 2016, Cold eye is Number 22.

ESOS Announcement:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5644045

https://www.plasticstoday.com/resin-pricing/weekly-resin-report-pe-prices-fall-further-pp-holds-firm/153498720757974

http://www.theplasticsexchange.com
Resin price drop recently from peak.
It might improve Tomypak profit margin.

Thanks, hero 666
Agree.
"Short-term pain for long-term gain"

Cheer it up. Tomypak is suit for long term investment. I do expect Q3 revenue will increase too. Anyway at least management spend money to repair and maintenance new and old factory. They still at the right path. Revenue definitely will increase once everything is On later.

With the completion of the new facility in Senai and refurbishment of the old Tampoi plant, and with
the installation and commissioning of new printing and laminating lines, a new film casting line and
other ancillary plant and equipment by the 1st Quarter 2018, the Board is optimistic that the Group’s
overall performance going forward will be further improved.
Barring unforeseen circumstances, the Board expects the Group to deliver a satisfactory set of results
for financial year 2017.

Revenue per tonne was RM16,400 in 2015.
Revenue per tonne was RM16,437 in 2016.
Revenue per tonne was RM16,724 in 2017.
Slightly improvement at revenue per tonne.

Thanks, Kin Wing. I'm agree with your point. Glad can discuss and share all insight together.

I believe first batch of Tomypak expansion is aim for Nestle global procurement hub and Ajinomoto new products. Second and third batch might rely new or existing customers. Local market is grow while overseas market is drop. They might need work harder at overseas market.

The Group recorded a higher profit after tax of RM13.40 million for the 9 months period end 30
September 2017 compared to profit after tax of RM12.11 million in the previous corresponding period.
The Group enjoyed lower effective tax rate for these 9 months as compared to the previous
corresponding 9 months due to higher reinvestment allowances in 2017 resulting from new investments
carried out by the Group to expand as well as upgrade its production efficiencies.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5613653

It don't grow much as expected. Despite increase at inventory and purchase/repair machine. The revenue generated still almost same as previous time when just operate old Tampoi factory.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5613577

QR is out. Let me have a read on it.

@TrueInvestor90, you can refer to latest QR of Daiboci which release yesterday. Thanks.

"Daibochi Malaysia notched 10.1% higher revenue to RM95.58 million from RM86.84 million in the
preceding quarter mainly attributed to stronger demand from the local market after the Hari Raya
Aidilfitri festive period."

Daiboci QR should be release this week. It can be a guide/reference for Tomypak QR.

@hero666,
Below is my expectation for 2017Q3:
1. Revenue around 70 - 75 million;
2. PAT around 4.7 - 5.2 million (after consideration of raw material increase and ESOS expense);
3. EPS around 1.1-1.2 sen;
4. Dividend around 1 sen;

My main concern is the Revenue at this QR.

Next week can know latest QR :) Even increase raw material might affect profit margin. I'm looking positive towards revenue grow. Looking forward on it.

@hero666.

Below is the stock and its english name:
Plastic related stock:
SCIENTX
TGUAN
VERSATL
SLP
SCGM
TOMYPAK
DAIBOCI
BPPLAS
ADVPKG

Non-Plastic related stock:
BOXPAK
MASTER
ORNA
MUDA
PPHB
BRIGHT

Hope it helps.

@hero666, I have read the article earlier. Basically it wanna highlight that 15 packaging stock contribute revenue around 6 billion per year while market cap is 8.4 billion.

Based on raw material, we can diverse it into plastic related (rely on crude oil price) and non-plastic related (rely on paper, gold, glass price). Both have different sales market.

The table is the summary of 15 packaging stock performance up-to-date (Jan 17 to Oct 17)
It got highlight annual return, PE, profit margin, Z-score, etc.

For plastic-related stock,
SCIENTX is at reasonable price now while Tguan is under reasonable price.

For non-plastic related stock (paper packaging, etc),
ORNA and PPHB have low PE and consider under-value now.

Hope it helps.

@hero666, thanks for sharing :)

Congratulation, Qintian. I'm salute to your patience. I start to invest at Tomypak on Feb 2017. I trust Mr Eddie Lim and good management team can reward shareholders a bright future. As long as revenue grow, I will hold tight tight. See you at Agm next year.

Nestle and Ajinomoto are two main customers of Tomypak. Let see Ajinomoto upcoming QR which might give us some "hints" about Tomypak QR. Anyway I plan to hold Tomypak for long term investment :)

Thanks, Qintian. Good info sharing. Share price of other plastic related company drop quite a lot recently. Not sure is due to poor QR or bad profit margin (increase of raw material cost). Mr Tan has mentioned Phase 1 capacity has been fully taken by existing and new customers. Hope it is truth and prove by improvement of upcoming QR's revenue.

At current situation, I think except Oil & Gas related company, else most of other fields will affect by increase of raw material costs :(
I'm happy and satisfy as long as improvement of revenue :)
Other factors will adjust/improve once market absorb it.

@Qintian,

"For the third quarter ended 30 September 2017, the Group increased its revenue by 4.8% from RM1.26 billion to RM1.32 billion (+RM60 million) compared to Q3 2016. The good growth momentum was well supported by domestic and exports sales which grew by 4.2% and 6.8% respectively. Effective marketing and trade activities held by the Business on selected product categories helped to deliver the desired growth for domestic sales. Whilst strong export performance have benefited from the good growth registered by the Nestlé affiliated companies especially in the Asean region."

Hope it helps.

Nestlé quarter report out. Both domestic and oversea sales increase. It should give positive impact to Tomypak.
Again increase of raw material cost will impact profit margin of Tomypak too.

ESOS Options offered Up-to-date:

34.78% of ESOS Options offered (at RM 0.58) has been listing, left 90,000 units;
99.70% of ESOS Options offered (at RM 0.60) has been listing, left 12,038 units;
0.00% of ESOS Options offered (at RM 0.87) has been listing, left 5,130,000 units;

ESOS Announcement
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5577681

Share buy back 5,000 unit at 0.94
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5571049

Next QR should be good if everything run smooth.

Again Share buy back at 0.943
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5569873

Again Share buy back at 0.945
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5568677

Again Share buy back at 0.945
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5567609

Again share buy back at 0.945
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5566281

@hero666 , thanks a lot :) Very detail information. Worth to have a read.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5564889
Share buy back 30,000 unit at 0.945.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5564137
Additional Listing Announcement ESOS 66,500 at 0.60.