Posted by pc_FA > 2017-03-06 08:51 | Report Abuse

As refer back Annual Report 2015, "Further investments into new and more advanced production
machineries were also undertaken in the year. One of the more pertinent acquisitions in the last quarter of 2015 was the acquisition of an additional unit of advance metalizing machine to enhance our production capabilities in producing our own raw material of metalized film. As a result of such initiatives and investments, we were able to increase in our production capacity from 16,000 metric tons per annum to 19,000 metric tons per annum of packing products, without having to undergo major revamp in our production facility in Tampoi."

Posted by pc_FA > 2017-03-06 09:00 | Report Abuse

Revenue in 2016 is around RM 210,942,000. Around 9% profit margin. eps 13.28. Assume everything go smooth in 2017. new machine can boost 20% of revenue. eps should have 15.33. Assume PE 15, I believe Tomypak can reach RM 2.30 by end of year ^.^

Posted by pc_FA > 2017-03-06 09:02 | Report Abuse

Any advice Up_down and abangadik? What you all think for Tomypak performance this year? Thanks for sharing :)

Posted by Up_down > 2017-03-06 09:15 | Report Abuse

pc_FA. Waiting the contribution of the new plant to make a leap in its top and bottom lines. Relax!

Posted by abangadik > 2017-03-06 09:18 | Report Abuse

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.

My tendency is don't look at price but the value of the company. This is one great company by relaxing you will ripe the fruits when it is fully bloom.

Posted by pc_FA > 2017-03-06 09:19 | Report Abuse

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

Posted by pc_FA > 2017-03-06 09:25 | Report Abuse

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 ^.^

Posted by abangadik > 2017-03-06 09:32 | Report Abuse

I think the company is quiet good with cost control. By expanding in 2015, I think they are in tune with the business and economy cycle. the DY at around 4% during price of 1.6x support is a good investment. If you are patience to hold 3-5 years. This is a sound investment with great prospect and good management. I like to keep things simple, They are very specific with what they do and they have a good client base that are popular brands in Malaysia. Current price action if questionable because I think people are rushing in already. :D

Posted by FX Lee > 2017-03-06 09:37 | Report Abuse

technically still strong, upside still have much room

Posted by pc_FA > 2017-03-06 09:38 | Report Abuse

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 :)

Posted by FX Lee > 2017-03-06 09:39 | Report Abuse

this kind of stock can be considered as growth stock, which is a good choice for fundamentalist.

Posted by abangadik > 2017-03-06 09:39 | Report Abuse

This round to test 2.00 is very obvious :D Will it break 2.30? Lets see..

Posted by ozzie75 > 2017-03-06 09:46 | Report Abuse

Interesting company, with a heritage of near 40 years and a participant in the (approx) 600 billion worth more value and less waste flexible packaging industry which account for (about) 15% of global packaging industry, with some expected global annual growth of 4.5%, foreseeably driven by the increasing global appeal for less waste, conservation of Mother Earth and the environment that we live in.

The management probably recognise the further business potential and decided to increase the company's production capacity, and through enhanced production capacity help to manage increased production costs via possible economies of scale over time and potentially improve business competitiveness.

Let's hope the successes of the company bring back, or conquer its 5-year peak of 2.94.

Posted by ozzie75 > 2017-03-06 09:52 | Report Abuse

On Point 2: It is indirect holding via New Orient Resource if I read it correctly (?).

Just share my research about Tomypak:
1. 7 Major Director hold around 50.41% Up-to-Date;
2. Mr Yong is still the biggest share holder (around 25.48%) and followed by Mr Lim (around 16.35%);
3. Top 30 SHAREHOLDERS Hold around 70.29%; Around 30% is at public market now;

06/03/2017 08:50

Posted by pc_FA > 2017-03-06 09:53 | Report Abuse

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

Posted by FX Lee > 2017-03-06 09:55 | Report Abuse

i think will follow pattern like JHM

Posted by ozzie75 > 2017-03-06 09:57 | Report Abuse

2.94 was its 5-year peak towards the end of Nov15.

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

06/03/2017 09:53

Posted by pc_FA > 2017-03-06 10:01 | Report Abuse

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

Posted by ozzie75 > 2017-03-06 10:07 | Report Abuse

@pc_FA: no worries. Mere sharing some findings while exploring the company. The peak price could be viewed by a mere click of the stock chart above. Cheers.

Posted by pc_FA > 2017-03-06 10:12 | Report Abuse

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

Posted by FX Lee > 2017-03-06 10:38 | Report Abuse

suddenly someone eat until rm1.95

Posted by DarKLoRD888999 > 2017-03-06 12:16 | Report Abuse

Is a finish company hahaha

Posted by backspace > 2017-03-06 14:09 | Report Abuse

**Assume PE 15, I believe Tomypak can reach RM 2.30 by end of year ^.^**

if follow daiboci, PE 25, RM3.8? they are in same industry right? no reason daicoci 25PE but tomypak cant go there if there is growth.

Posted by pc_FA > 2017-03-06 14:28 | Report Abuse

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

Posted by abangadik > 2017-03-06 14:29 | Report Abuse

one overvalue one undervalue slightly.

Posted by FX Lee > 2017-03-06 17:36 | Report Abuse

Interim Dividend
EX-date: 14 Mar 2017
Entitlement date: 16 Mar 2017
Entitlement description: Tax exempt interim dividend of 2 sen per ordinary share

Posted by ozzie75 > 2017-03-06 17:48 | Report Abuse

The associated announcement in connection with the post by pc_FA:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5357381

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

06/03/2017 14:28

Posted by Nobsinves > 2017-03-06 19:29 | Report Abuse

Huhu ...seems hard to find weakness to topup liao

Posted by fyda74 > 2017-03-06 19:56 | Report Abuse

How to interpret this link?
http://klse.i3investor.com/blogs/the_edge_stock_with_momentum/117693.jsp

Posted by pc_FA > 2017-03-06 22:15 | Report Abuse

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 :)

Posted by pc_FA > 2017-03-06 23:02 | Report Abuse

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 :)

Posted by hotdogge > 2017-03-09 14:44 | Report Abuse

test 2.00 soon！

Posted by samchua1001 > 2017-03-09 18:02 | Report Abuse

tomolo will go 2.00

Posted by DarKLoRD888999 > 2017-03-10 15:43 | Report Abuse

going 1.80 soon

Posted by red_85 > 2017-03-11 03:49 | Report Abuse

@DarKLoRD888999, what price you sold your tomypak?

Posted by DarKLoRD888999 > 2017-03-13 12:10 | Report Abuse

0.565

Posted by kenken85 > 2017-03-14 09:50 | Report Abuse

hate u tomypak. dont let me buy more. =(

Posted by pc_FA > 2017-03-14 09:54 | Report Abuse

Let Profit Run ^.^

Posted by pc_FA > 2017-03-14 09:57 | Report Abuse

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

Posted by ozzie75 > 2017-03-14 12:46 | Report Abuse

Why ah?

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

14/03/2017 09:57

Posted by pc_FA > 2017-03-14 13:03 | Report Abuse

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 :)

Posted by warren22 > 2017-03-14 14:01 | Report Abuse

my cash is limited, but my appetite is infinity. hehe

Posted by rocky77 > 2017-03-14 14:52 | Report Abuse

Up up up!!

Posted by rocky77 > 2017-03-14 14:54 | Report Abuse

Must break RM 2.00 to fly!

Posted by hero666 > 2017-03-14 14:57 | Report Abuse

guys, wanna check with you all, dividend is EX Date: 14-03-2017, so meaning if i buy today before 430pm still entitled to dividend right ?

Posted by pc_FA > 2017-03-14 14:59 | Report Abuse

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

Posted by kenken85 > 2017-03-14 15:06 | Report Abuse

rocky77 this is still not fly a? haha.. i consider this as fly liao lor. haha

Posted by SuperLaber > 2017-03-14 15:12 | Report Abuse

perhaps got good news soon?

Posted by abangadik > 2017-03-14 15:12 | Report Abuse

no hit 2.30 is nothing.. hehehe.. hold on to it.

Posted by rocky77 > 2017-03-14 15:19 | Report Abuse

Holding this stock for 2 years. Finally can see some light liao..