Posted by asoh > 2013-09-18 16:02 | Report Abuse

Here it comes, its fundamental time....tq

Posted by miketyu > 2013-09-19 09:45 | Report Abuse

how much is 14.5% in terms of dividend?

Posted by Avocado_C > 2013-09-19 09:59 | Report Abuse

14.5% x 0.10 (par value per share) = 0.0145 dividend per share :-)

Posted by ronnie2u > 2013-09-19 10:10 | Report Abuse

Ex-Date for Final Dividend (1.45sen) : 26-Sep-2013....

Posted by asoh > 2013-09-19 10:44 | Report Abuse

slowly and real move up

Posted by SpiderLRT > 2013-09-20 17:55 | Report Abuse

first quarter report is out...:)

Posted by asoh > 2013-09-21 09:04 | Report Abuse

To me, look good make profit..

Posted by KAHFIEHLAI > 2013-09-21 15:43 | Report Abuse

FA improved..TA shown on uptrend also..so what to say..Good saving cum investment on this counter.

Posted by abc529 > 2013-09-21 23:17 | Report Abuse

Just attend it annual meeting. Friendly top management team. Honest and hard work.

Posted by danchong > 2013-09-23 11:19 | Report Abuse

Hi abc529, I attended the AGM also. you must be one of the young smart investors around. Did you join us for the factory visit? The share is doing very well today. the 1Q result is good

Posted by alexking > 2013-09-23 11:53 | Report Abuse

65 jo TP 69 ^^

Posted by miketyu > 2013-09-23 11:57 | Report Abuse

arghh. Q at 0.615 this morning never get =.=

Posted by SpiderLRT > 2013-09-23 12:01 | Report Abuse

i think the current price is all time highest right?

Posted by Mars > 2013-09-23 12:15 | Report Abuse

haha...toilet paper shortages

http://www.washingtontimes.com/news/2013/sep/22/venezuela-orders-takeover-toilet-paper-factory-ami/

Posted by Alexwong > 2013-09-23 13:06 | Report Abuse

Gomen want to reduce 20 cent subsidiary of toilet paper.

Posted by danchong > 2013-09-23 14:41 | Report Abuse

Interesting Mars. But our toilet paper too far to ease their pain. Ha ha ha

Posted by abc529 > 2013-09-23 20:16 | Report Abuse

danchong, im the 1 in the gang. nice to meet you here :)

Posted by danchong > 2013-09-24 10:21 | Report Abuse

Ok abc529. Why ntpm sold all its treasury shares at 62?

Posted by Blangkat Ahmad Basimin > 2013-09-24 10:35 | Report Abuse

take profit lo... when get lower, buy in again to inflate company coffers

Posted by abc529 > 2013-09-24 13:02 | Report Abuse

danchong, im not sure leh. but the treasury shares was due to share buy back. and the share buy back last time is to maintain the share price because of Lembaga tabung haji(LTH) sold it share in big amount. Market cannot absorb the sales from LTH. The share buy back decision is quite reasonable for me. About the sales of treasury share, i dunno why, maybe they need cash? maybe want to lower the debt? maybe want to use in expansion? haha

Posted by kahfiehlai > 2013-09-25 21:56 | Report Abuse

overbought...........

Posted by danchong > 2013-09-26 10:36 | Report Abuse

Thanks abc529

Posted by danchong > 2013-09-28 10:38 | Report Abuse

cannot understand the logic of buying back at this level and this quantity after selling all treasury shares at 62 sens

Posted by danchong > 2013-09-28 10:50 | Report Abuse

If they are sending the message that they will support the share price at 63 sens, I think they are interfering too much with the market. The buy & sell proceed is too little to rattle the bottom line or cash flow of the company by much.

I opine that this is a good stock but not at a good price at this juncture.

Posted by abc529 > 2013-09-28 11:04 | Report Abuse

The buy back volume was not high. It's only cost RM6350. The management just want to send a message to you said that 63.5sen is worth to buy?

Posted by danchong > 2013-09-28 11:15 | Report Abuse

Hi Jimmy & abc529. I don't know why the price keep going up. I feel the earning need to play catch up with the price. I am not comfortable with PE of 14 now. We are paying too much premium for the 'prospect' of future growth.

Posted by danchong > 2013-09-29 19:01 | Report Abuse

Thank jimmy, great article on ntpm. Well researched and very thorough analysis! I do agree it is a good counter to have in anyone portfolio with great potential, but I am not in a hurry to buy. I will build up a meaningful holding when opportunity present itself.

Posted by SpiderLRT > 2013-09-30 10:54 | Report Abuse

15 years revenue growth continuously speaks everything...i believe they will hit 20 years revenue growth 5 years later.

Posted by abc529 > 2013-10-01 03:25 | Report Abuse

PE growing, i think many people already saw it future expansion is good and steady. in annual report 2013, you will see pacific mutual fund be the new member of 30 biggest shareholders, a great news for us. Last time only RHB following and research about NTPM. But last few week i saw an article wrote from public bank about NTPM.

Posted by abc529 > 2013-10-01 03:28 | Report Abuse

The powerful of research house we could not denied it. The powerful of mutual fund we cannot ignore it. Let's fight for the future with NTPM :)

Posted by danchong > 2013-10-01 05:22 | Report Abuse

I do agree with SpiderLRT that the company has an excellent track records and that is very important. Yes, abc529, the company has received a lot more attention recently and that explains the raise in price.

The value and potential of the counter has now been reflected by the price. The question is will it take off from here and never dip below 60 sens again? I think the chance is slim. My stand is NEUTRAL. As a trader, I will not take the chance. Will I seell? Not at this price. As an investor, I will look for a lower entry point.

Happy investing!!!

Posted by SpiderLRT > 2013-10-01 10:21 | Report Abuse

Danchong, i guess i will enter again when it falls below 0.6 too..lol

Posted by danchong > 2013-10-01 14:39 | Report Abuse

Jimmy. I will be very happy if NTPM stay above 60 sens. I am just getting myself mentally & financially ready to buy more if it fall below 60 sens. In fact, 2.9 sens dividend at 58 sens, we will get a nice round yield of 5%.

The chart shows that the price is a bit tire after the recent ran up.

Posted by SpiderLRT > 2013-10-01 16:24 | Report Abuse

I hope it will maintain above 0.6 for awhile...

Posted by abc529 > 2013-10-01 19:31 | Report Abuse

Did any1 see that ntpm have some big shark inside? Last time volume only a few hundred lots. Recently got until 200k lots.

Posted by danchong > 2013-10-02 09:25 | Report Abuse

very strong buying at 63 sens

Posted by danchong > 2013-10-02 10:48 | Report Abuse

We all agree that the fundamental and growth prospect of the company is good.

The remaining question is at what price are we willing to buy this stock?

The EPS for 1Q is only 1.1 sen, well below the 5 sens estimate for FY14 from RHB. To play catch up they need to increase by an average of 0.2 sens a quarter. RHB is a lot more optimistic than me. If the next 3 Q failed to live up to expectation. Although it would hurt the long term prospect. there could be some selling.

At 63.5 sen, EPS 4.4 sens = PE 14.4. Is that high? EPS 5 sens = PE 12.7. Is that Low?

A dividend of 2.9 is a good pay out rate and that is all we can hope for in FY14.

I would say the current price is fair and looking at my portfolio I have better choice.

Posted by danchong > 2013-10-02 15:20 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/37883.jsp

Posted by KAHFIEHLAI > 2013-10-02 21:30 | Report Abuse

i only can say.I will hold NTPM long time...until when?? (till TA indicate - NO TP MOVEMENT)

Posted by abc529 > 2013-10-02 22:01 | Report Abuse

jimmy大哥,你怎么算出来可以贡献那么多的.管理层都估计应该3年后才有盈利贡献在越南.那就是2016年

Posted by aunloke > 2013-10-02 22:02 | Report Abuse

EPS about 4.4 sen with 15% growth rate, after 5 years it's still less than 10 sen what can you expect the share price to be ?

Posted by abc529 > 2013-10-02 22:04 | Report Abuse

我是看好原料价格下才买进这股的。加油吧兄弟们

Posted by abc529 > 2013-10-02 22:08 | Report Abuse

jimmy大兄，赞！我也是收五年以上的。我们一起加油！

Posted by danchong > 2013-10-03 10:34 | Report Abuse

Bro Jimmy, how do they derive at an intrinsic value of RM1.08?

aunloke got a point here! however, I don't think NTPM growth will remain constant at 15%. We might see a huge jump in earning on its 3rd or 4th year.

abc529, I agree that there are BIG boy collecting this shares. You are young and time is on your side. Your focus is good and it won't be wrong to hold on to this share for 5 years. Perhaps, you need to consider opportunity cost also.

Posted by Sapphire > 2013-10-03 17:41 | Report Abuse

this stock like goreng stock..so high price how to buy in

Posted by Sapphire > 2013-10-03 17:44 | Report Abuse

wait US stop QE afterwards only consider :P profit margin so low...zzz..div low ..zzz..buy change to hold.

Posted by Sapphire > 2013-10-03 17:48 | Report Abuse

pe so high...price high...i cant see any durian here can collect...

Posted by abc529 > 2013-10-03 18:14 | Report Abuse

Something waiting is a wrong decision. Just like before election, many people tend to wait. Election finish, the next day market already fly until holland. But waiting sometimes is a correct decision too. I think this stock has a low BETA only. So its isn't the best way to wait US stop QE. my own opinion only.Good luck bro.

Posted by abc529 > 2013-10-03 19:22 | Report Abuse

Sometimes* not something. typing error :)

Posted by danchong > 2013-10-04 14:42 | Report Abuse

Jimmy, you are right. The buying is much stronger than my expectation. Let see if the price can break new high.