Posted by Azlirich > 2013-03-10 16:40 | Report Abuse

rich....TQ

Posted by rlch > 2013-03-11 21:06 | Report Abuse

Financial result out today with higher revenue and higher EPS of 1.2 sen as compared to preceding quarter of 1.1 sen. Profit after tax drop YOY due to higher taxation.

Posted by Sdrg > 2013-03-22 14:45 | Report Abuse

U guys think they gonna pay another round of dividend this year? Or they gonna plow more into Vietnam?

Posted by 210209 > 2013-04-05 12:02 | Report Abuse

Why counter won't move?other r flying

Posted by houseofordos > 2013-04-28 17:13 | Report Abuse

I got interested in NTPM after reading the blogs here and did some analysis

Year 2012 2011 2010 2009 2008 2007
Revenue 449786 420227 383123 358557 306173 270730
EBIT 62746 69314 76474 60620 43926 40258
Net Income 44780 52063 59321 46222 34108 32190


Cash Flow of NTPM from 2006-2012
Year 2012 2011 2010 2009 2008 2007
CFFO 47624 47250 85521 57996 49575 38622
Capex 36922 38777 29140 23857 17812 13475
FCFF 10702 8473 56381 34139 31763 25147
Dividends paid 32571 32572 32573 38413 21119 14532
FCFF/Revenue 2% 2% 15% 10% 10% 9%
CFFO/NI 106% 91% 144% 125% 145% 120%

Year 2012 2011 2010 2009 2008 2007
EPS (sen) 4.0 4.6 5.3 4.1 5.5 5.2
DPS (sen) 2.9 2.9 2.9 3.4 3.4 2.3
DP ratio 72% 63% 55% 83% 62% 45%
Equity 283198 248742 228457 203931 181389 171441
ROE 15.81% 20.93% 25.97% 22.67% 18.80% 18.78%

The company's net income seems to be decreasing over the years even with higher revenue suggesting tightening margins. The lower net income was achieved despite the fact that pulp prices (their main raw material) remained low for the past 2 years. Where is this margin compreession coming from ? The minimum wave policy is also expected to have an impact on margins in future. The FCF is also much lower possibly due to overseas expansion indicated in higher capex ? Dividend payout is good but the past 2 years, dividend payment exceeded the free cashflow suggesting that it is actually digging into the cash reserves to pay the dividend... Has anyone projected NTPM intrinsic value ? Appreciate some feedback here...

Posted by rlch > 2013-05-01 13:10 | Report Abuse

In my hometown today there are a lot people buying NTPM Cutie compact toilet roll. Despite having so many competitors eg Kleenex, Tesco, Econsave, etc still many people prefer to use Cutie although price has increased. No wonder revenue keep increasing year by year. Hope to collect more if drop to 45sen. Cheap daily necessity stock.

Posted by 爱丽斯 梦幻世界 > 2013-05-01 16:07 | Report Abuse

buy NTPM Diapex, it improve in quality in sticking compare old type. got offer if buy @ shopping( maybe labour day?).buy 56xl free 4 pcs and free tisu....

Posted by Shacks > 2013-06-11 23:05 | Report Abuse

Is this counter starting its engine soon?

Posted by Rose > 2013-06-12 03:05 | Report Abuse

Looks good

Posted by Wak Jono > 2013-06-13 12:53 | Report Abuse

this counter will easily run over rm1 in next 6 month...this is truly consumer production company that wil never get dried.

Posted by KAHFIEHLAI > 2013-06-14 21:00 | Report Abuse

Wak
u think MAS sure recovery from the loss...but afa price concern,,,u think how soon will it recovery again...u view as UT consultant..tq

Posted by Wak Jono > 2013-06-17 11:57 | Report Abuse

yes..my view always as investment philosophy not as spaculator...if u look at how SIA making money n run the bisness, it mean the nature of the airline business is good, just a matter mas need to make adjustment on cutting unnecessary cost n focus on fuel economy plane...after all MAS price already consider bottom of it value...so when it management make a gud respond of cutting loss in next 1-2 yrs, i would say mas share will shine as a Golden bar!

Posted by Wak Jono > 2013-06-17 11:59 | Report Abuse

on ntpm, this is real stock to watch without doubt it will turn ur money into money making machine in future....i saw many consumer link sotck turn to be golden egg.

Posted by cherry tomato > 2013-06-17 15:42 | Report Abuse

I agreed good counter. just waiting for time to enter.

Posted by Wak Jono > 2013-06-18 13:32 | Report Abuse

...common atitude..wait till gud time to enter....later u say ..i shuold enter last week...finnaly some say i missed to enter...investment is about long term..so keep invest while watching and counter when is wen down...that all..free ur mind from being a fengsui..

Posted by Jawahar Hassan > 2013-06-21 22:50 | Report Abuse

finally declared dividend 1.45 cents per unit..

Posted by mattky > 2013-06-24 17:15 | Report Abuse

ho ho hor...good news..dividend 1.45cts..twice a year

Posted by KAHFIEHLAI > 2013-06-24 22:19 | Report Abuse

toilet paper also so green mei...

Posted by Jawahar Hassan > 2013-07-10 09:02 | Report Abuse

all other consumer related counter gone up but why ntpm remains the same..?

Posted by Jawahar Hassan > 2013-07-15 12:02 | Report Abuse

when the date for dividend payout?...no news since june 21st

Posted by Alex King > 2013-07-17 08:39 | Report Abuse

div comin soon

Posted by Sdrg > 2013-07-18 16:14 | Report Abuse

Base on past records detailed dividend announcement should in Aug and probably go Ex in Sep.

Posted by Alex King > 2013-07-24 09:43 | Report Abuse

got some vol right now...

Posted by kohjoey > 2013-07-24 11:01 | Report Abuse

2011 got 2 times div, 2012 got 1 time, this year got 2 times div also?

Posted by Jawahar Hassan > 2013-07-24 16:28 | Report Abuse

maybe sign of bonus issue coming soon..

Posted by boonchye85 > 2013-08-05 16:05 | Report Abuse

all time high.. go go go !!!

Posted by alexking > 2013-08-05 16:14 | Report Abuse

Vol break what happen next :)

Posted by boonchye85 > 2013-08-05 16:20 | Report Abuse

ascending triangle breakout with volume... all time high.. aiming 10%..

Posted by superman125 > 2013-08-05 16:39 | Report Abuse

look goood ... volume is there...

Posted by boonchye85 > 2013-08-06 09:40 | Report Abuse

yea.trend higher !! go go go.. !!! :)

Posted by kelvinongbk > 2013-08-06 09:47 | Report Abuse

Volumes need to increase for shares to rise. Par value RM0.10 and 1.12bil shares

Posted by superman125 > 2013-08-06 09:52 | Report Abuse

go go go ... will get higher at the end of the day

Posted by alexking > 2013-08-06 09:58 | Report Abuse

good mov :)

Posted by superman125 > 2013-08-06 10:00 | Report Abuse

u too alex :)

Posted by SpiderLRT > 2013-08-06 10:30 | Report Abuse

keep it for long run, this is a very stable counter, once they break vietnam market then they will have a superb performance!

Posted by boonchye85 > 2013-08-06 11:05 | Report Abuse

need to break 0.60 physiological level... :)

Posted by superman125 > 2013-08-06 11:16 | Report Abuse

the fat lady seem strong n potential

Posted by boonchye85 > 2013-08-06 15:10 | Report Abuse

quarter result is good.. :)

Posted by boonchye85 > 2013-08-06 17:07 | Report Abuse

closed 0.60 today... good progress

Posted by superman125 > 2013-08-06 19:25 | Report Abuse

Tmr another fly high day :)))

Posted by KAHFIEHLAI > 2013-08-08 18:33 | Report Abuse

anyone can share what is the best stratergy for this counter??? seem the uptrend is still very intact

Posted by abc529 > 2013-08-11 18:15 | Report Abuse

good counter to go in. big man inside. hope to be next counter to goreng up. :)

Posted by alexking > 2013-08-12 08:53 | Report Abuse

when can break 62 ? :))

Posted by Blangkat Ahmad Basimin > 2013-08-12 09:15 | Report Abuse

hold another year break rm 1

Posted by superman125 > 2013-08-12 10:05 | Report Abuse

good time to buy in now

Posted by superman125 > 2013-08-12 10:34 | Report Abuse

5066 NTPM NTPM HOLDINGS BHD
Quarterly rpt on consolidated results for the financial period ended 30/4/2013
Quarter: 4th Quarter
Financial Year End: 30/04/2013
Report Status: Unaudited
Submitted By: THUM SOOK FUN

Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
30/04/2013 30/04/2012 30/04/2013 30/04/2012
RM '000 RM '000 RM '000 RM '000
1 Revenue 119,661 115,625 480,567 449,786
2 Profit/Loss Before Tax 17,077 16,166 67,364 59,540
3 Profit/Loss After Tax and Minority Interest 12,827 11,814 49,132 44,780
4 Net Profit/Loss For The Period 12,827 11,814 49,132 44,780
5 Basic Earnings/Loss Per Shares (sen) 1.20 1.10 4.40 4.00
6 Dividend Per Share (sen) 1.45 1.45 2.90 1.45
As At End of Current Quarter As At Preceding Financial Year End
7 Net Tangible Assets Per Share (RM) 0.2800 0.2500


Remarks:
The Board recommended a single tier final dividend of 14.5% (1.45 sen per
share) for the financial year ended 30 April 2013 for the shareholders'
approval at the forthcoming Annual General Meeting of the Company.

Posted by boonchye85 > 2013-08-12 13:06 | Report Abuse

cool.... NTPM go go go !!!

Posted by alexking > 2013-08-12 15:29 | Report Abuse

good buy 59 all u can eat :)

Posted by superman125 > 2013-08-12 17:12 | Report Abuse

haha i bought some again today 59

Posted by KAHFIEHLAI > 2013-08-12 22:27 | Report Abuse

want $$$$ just hold..better use bucket to hold more...