Posted by cutie > 2021-03-22 13:44 | Report Abuse

Half day show

Posted by icon2020 > 2021-03-22 14:48 | Report Abuse

Because those bought at low price keep taking profit

Posted by capital dragon > 2021-03-22 16:38 | Report Abuse

NTPM worth buying.

Posted by capital dragon > 2021-03-22 16:39 | Report Abuse

Worth buying at 61 sen

Posted by kentrade888 > 2021-03-23 09:05 | Report Abuse

NTPM’s net profit jumped by nearly 10 times to RM29.68mil in its third quarter ended Jan 31, 2021, from RM3.07mil a year ago, on lower material costs, higher average selling price, and a gain on disposal of a subsidiary.

Posted by kentrade888 > 2021-03-23 09:07 | Report Abuse

【行家论股/视频】启顺造纸 拟涨价应对高成本
Nanyang Mon, Mar 22, 2021 08:19pm - 12 hours ago



分析：兴业投行研究

目标价：92仙

最新进展

启顺造纸（NTPM，5066，主板消费股）2021财年首3季累积净利，暴涨25.16倍至5807万令吉，上年同期净赚222万令吉。

累积营收则按年下跌3%至5亿6113万令吉。同时，该公司宣布派息每股0.80仙，除权日落在4月2日。

Posted by wkkht > 2021-03-23 09:38 | Report Abuse

第三季净利翻8.7倍 启顺造纸派息0.8仙

Posted by wkkht > 2021-03-23 10:17 | Report Abuse

NTPM back on strong footing, thanks to Vietnam operations
TheStar Tue, Mar 23, 2021 10:10am - 4 minutes ago



Analysts believe NTPM is poised for an earnings upcycle.

KUALA LUMPUR: The share price retracement in NTPM Holdings Bhd may have been overdone as analysts believe its current valuation does not reflect the company’s improved fundamentals.

The stock closed at 62.5 sen yesterday, 26.5% down from its 52-week peak of 85 sen in December, despite the impressive boost to its net profit for the nine months ended Jan 31,2021.

Its core net profit of RM45.5mil for the nine months was up roughly 20 times year-on-year (y-o-y). The counter has been on the downtrend since mid-December even as it posted steady earnings, buoyed by lower raw material prices.

Notably, the markets seem to be ignoring the fact that the company is in a better position today with a stronger balance sheet. NTPM’s net gearing has moderated to 0.7 times from 0.96 times in financial year 2020 (FY20).

Note that losses from its Vietnam operation – which has dragged the group down with its losses from FY18-FY20 – have also narrowed significantly.

Analysts believe NTPM is poised for an earnings upcycle. While there may be concerns about the sharp surge in raw material prices since late 2020, which could lead to margin pressure, the company has introduced a price increase, which will take effect from May onwards, to mitigate the impact.

Management noted that any further rise from current pulp prices will be seen as a spike, with industry players putting up resistance – as a further rise would lead to operation losses.

That said, RHB Research believes NTPM is in a strong position to withstand the headwinds, given its market leadership in Malaysia.

The company has also made the effort to rationalise its business to ensure that it is in a stronger position as consumer markets pick up.

It completed the disposal of its toilet rolls and tissue manufacturing subsidiary for RM27.5mil last November as the firm has continuously incurred losses with little prospects of a turnaround in the near future.

Given the company’s stronger footing, the retracement in NTPM’s share price may have been excessive.

RHB Research, for one, believes the current valuation has priced in the downside risks. The research house has a “buy” recommendation on NTPM with a revised target price of 92 sen.

“Its current valuation (below five-year mean) should propel investors to refocus on the company’s fundamental improvements. This includes the sustainable Vietnam operation turnaround, demand recovery from the hospitality segment and contributions from new capacity, ” said RHB in a report.

Downside risks to its recommendation include a sharp rise in input costs and a later-than-expected turnaround in the Vietnam operation.

The company’s sales for the nine-month period declined marginally by 2.7% y-o-y to RM561.1mil, mainly due to the drop in tissue paper sales (-6.1%) as the away-from-home or hospitality segment was severely affected by the Covid-19 pandemic.

Posted by icon2020 > 2021-03-23 20:33 | Report Abuse

Market sentiment is key factor now

Posted by Dontbullshit > 2021-03-23 20:58 | Report Abuse

History average PE for NTPM was 20, how much for now?

Posted by CoolBull > 2021-03-23 21:35 | Report Abuse

NTPM share price retracement overdone

https://www.thestar.com.my/business/business-news/2021/03/22/ntpm-share-price-retracement-overdone-says-rhb

Posted by Sweetchocalates > 2021-03-25 14:01 | Report Abuse

https://www.bloomberg.com/news/articles/2021-03-24/toilet-paper-is-next-likely-victim-of-world-s-container-crisis?sref=4ZGeBqkb&cmpid=socialflow-twitter-business&utm_medium=social&utm_source=twitter&utm_campaign=socialflow-organic&utm_content=business

Posted by SetiaTropika > 2021-03-26 15:07 | Report Abuse

https://www.orientaldaily.com.my/news/international/2021/03/26/400964

Posted by Start_0f_the_bull > 2021-03-27 13:18 | Report Abuse

What does that means for toilet manufacturers if there is raw materials shortage?

Posted by sengtan > 2021-03-28 15:43 | Report Abuse

It depends. If the manufacturer can pass on the high material cost to the consumer, then profit level could be maintained otherwise profit will drop. It all depends on market forces and whether there is any alternative to toilet paper of paper.

Posted by freddiehero > 2021-03-28 17:32 | Report Abuse

yes the good tissue, nice

Posted by lching > 2021-03-29 11:58 | Report Abuse

if the Suez Canal stuck longer, supply of pulp may be disrupted n NTPM will be able to raise price easily.

Posted by hwh1 > 2021-04-02 15:34 | Report Abuse

Sampah

Posted by robertwts > 2021-04-05 21:55 | Report Abuse

banker cuci finished？ I think will be a good show in coming days... good luck

Posted by WB888888 > 2021-04-06 18:35 | Report Abuse

NTPM will rebound once touch 0.585. Keep and collect at this range will have profitable return.

Posted by robertwts > 2021-04-06 18:57 | Report Abuse

Today reach 585 lo

Posted by hwh1 > 2021-04-07 10:24 | Report Abuse

Hi... can you share me the site to view pulp price?

Posted by capital dragon > 2021-04-08 02:32 | Report Abuse

https://fred.stlouisfed.org/series/WPU0911

wood pulp site

Posted by Start_0f_the_bull > 2021-04-10 12:59 | Report Abuse

NTPM makes one of the best quality with reasonable priced tissues in town. Go to grocery shops buy some and try it.

Posted by Start_0f_the_bull > 2021-04-12 12:34 | Report Abuse

When lockdown persist more people buy tissue to keep. Reason? Unknown.

Posted by Dontbullshit > 2021-04-12 19:39 | Report Abuse

DR TEOH TEIK TOE (a company director) acquired 100,000 shares at 0.600 on 06-Apr-2021.

Posted by lianhai1996 > 2021-04-13 00:41 | Report Abuse

engine starts, this week not the week should be next week

Posted by lianhai1996 > 2021-04-13 01:02 | Report Abuse

如果星期五位子能在0.61或以上直接hut9他

Posted by robertwts > 2021-04-17 20:28 | Report Abuse

没戏了

Posted by MakeitGrow > 2021-04-25 22:27 | Report Abuse

I guess many investors worried about the increase in pulp price will affect their profit. But as smart businessmen, they will transfer the rise of raw material cost to end-user as their other competitors will do the same, right?

Posted by MakeitGrow > 2021-04-25 22:38 | Report Abuse

Btw, this company gives dividend 0.8 every Q, if coming 4Q also declare the same dividend, the whole FY will be 3.2sen, equivalent to 5.3% DY.

Posted by CEDgain > 2021-04-26 09:24 | Report Abuse

What happen? Big shark disposing.

Posted by robertwts > 2021-04-29 13:16 | Report Abuse

Noob shit counter ...

Posted by MakeitGrow > 2021-04-30 11:52 | Report Abuse

Excerpt some main point from the interview of NTPM group chairman and managing director Lee See Jin by STAR reporter David Tan:
1. NTPM is aiming to increase their productivity by 20% annually to cater to the growth of demand globally
2. NTPM already secured orders from NEW customers in the US, UK, and Australia.
3.The new value products we plan to add will cushion us against the impact of higher production cost
4.Increasing the Ho Chin Minh City plant tissue output would help the company break even in Vietnam in FY22
5. Huge potential in the Vietnam market, tissue paper consumption per capita in Vietnam was growing at 5-10% per annum.
6. Our 9-months PAT (58mil) is already better than the entire FY20(8.9mil).
Full report please read today STAR.

Posted by MakeitGrow > 2021-04-30 12:03 | Report Abuse

Buying a stock is buying a company's future, esp. their profitability in the future. One of the measures is to see the demand for their core product in the future. According to Mordor Intelligence in its report "Tissue Paper Market-Growth, Trends, Covid-19 Impact, and Forecast(2021-2026)", the global tissue paper market is expected to grow at 6.45% annually from 2021 to 2026.

Posted by lxx9328 > 2021-05-04 18:13 | Report Abuse

NTPM show is back. Getting ready. This round may be real already.

Posted by robertwts > 2021-05-07 19:55 | Report Abuse

What show? Joker show? Everyday stuck at 6 floor ... shit counter ... no movement

Posted by lxx9328 > 2021-05-08 13:03 | Report Abuse

NTPM was pressed down by big shark to force small fish run away on last Wednesday. Thursday price bound back. Friday price stay above 0.60 support. Chart is looking good and should expecting price move upward. Let hope something good to be happened on next week

Posted by Woodswater > 2021-05-09 17:03 | Report Abuse

https://finance.sina.com.cn/stock/usstock/c/2021-05-09/doc-ikmyaawc4166601.shtml

wakakakaka

Posted by cbkia4896 > 2021-05-29 15:29 | Report Abuse

Moro limit up? Everyone buying tp again. NTPM give rm2 tp can?

Posted by Dontbullshit > 2021-05-30 19:16 | Report Abuse

Just buy before the share price shoot up to RM 1

Posted by Dontbullshit > 2021-06-07 20:38 | Report Abuse

Why NTPM so quiet..

Posted by sengtan > 2021-06-11 14:54 | Report Abuse

perhaps still waters runs deep

Posted by fengpinglangjin > 2021-06-16 14:55 | Report Abuse

coming...

Posted by sengtan > 2021-06-16 15:35 | Report Abuse

Q4 result will be released end of this month

Posted by dex > 2021-06-17 12:05 | Report Abuse

Fantastic quarter!!!

Posted by MakeitGrow > 2021-06-19 12:34 | Report Abuse

Under the deep of the pandemic, toilet paper is still a hot buying item. This counter is a leading brand company in Malaysia and Singapore. The increase of paper pulp price gradually will be transferred to the end-users. Waiting for this company to declare a good dividend...

Posted by Dontbullshit > 2021-06-20 13:39 | Report Abuse

Paper and pulp price are starting to drop

Posted by sengtan > 2021-06-22 14:55 | Report Abuse

Dontbullshit, any fact to support your statement may i know ? Pls share info. if true that will be good news.

Posted by Booyeah > 2021-06-25 18:38 |

Post removed.Why?