Good Morning guys! Lets open a pack of Milo and support Tomypak..hahaha and enjoy the uptrend..I am looking forward Tomypak to be upgrade to same as Daibochi.
@hueyyng27, you are most welcome. You can read my reply earlier. I have summarized it out :) Anyway it still at proposal stage now. Need wait for further notice regarding entitlement date etc.
@hero666, it will approve by share holders. I believe need wait for upcoming annual report which release this month. Then can have better picture :) Still long way to go ^.^
My point of view of some key finding for upcoming annual report of Tomypak. a. Total Revenue drop around 1.47% (From RM 214,099,000 in 2015 to RM 210,942,000 in 2016); b. Increase at Local market while decrease at Overseas market; c. Local Market contribute 47.12% Revenue vs Oversea Market contribute 52.88% in 2016; Local Market contribute 45.32% Revenue vs Oversea Market contribute 54.68% in 2016; d. PBT reduce 25.83% RM 23,210,000 in 2016 vs RM 31,294,000 in 2015 e. PAT reduce 20.46% RM 18,424,000 in 2016 vs RM 23,164,000 in 2015 f. Gearing ratio is reduce from 23% to 18%; g. Tomypak should be able to become Net Cash Company on 2018 onwards;
Main reason "cause" reduce EPS and PAT in 2016: 1. Expansion plan (Construction of a new factory building, Purchase of machineries, equipment and other ancillary facilities); 2. Foreign exchange gain; 3. Right Issue; 4. ESOS;
Cash and cash equivalents increase from RM 11,715,000 in 2015 to RM 30,906,000 in 2016. From business point of view, I'm happy with the management team's efforts to extend/grow the business.
Looking forward Top 30 Shareholder of Tomypak. I'm interest to know how CIMB Research (Reduce call on May 2016) value Tomypak this round :P I believe might need to hold for at least one year. It is time to explore other share and let Tomypak management team to perform.
@pc_FA: I see financial statements i headache already. Nvr study much. :( thank you ah. Otherwise those management bluff noobs like me also nobody care.
I have try to share whatever information I know. Now wait for annual report to verify it :) I think next week will release. Tomypak is only suit for long term investment. If short term/contra kaki, might need to switch to other counter :P
Better try to avoid question like fluctuation of share price. Quite hard to answer and I believe nobody can answer :P Instead ask what is your initial goal to invest your money at Tomypak? Why you choose Tomypak? How long you plan to invest? It will explain the fluctuation of share price then :P
Below is some highlight of Share Split and Bonus Issue: Good things: 1. Liquidity increase; 2. Can get more dividend (provided company sustain grow and earn more $$$); 3. Possible to attract institute investors; 4. Capital increase;
Bad things: 1. Reduce NTA; 2. Dilute EPS; 3. Par value decrease;
Anyway it still rely how management to absorb expansion plan. Overall is positive news for all Tomypak shareholders.
Warrant is trade at around 34% premium now. Hope it helps :)
this stock cannot play,many rounds already lost money, even the mother share. the directors everyday min looking at this stock one. when we didn't buy he push up,when we in all the way down
If you have read the background of Tomypak board of directors. I believe you will agree that they all are experience and talent businessman. I don't think they will "manipulate" and look at share price everyday. Instead I'm very appreciate their effort to increase net profit margin and treat well for all long term share holders.
What I read from BURSA Announcement is Mr LIM HUN SWEE (Executive Director, appointed on 13 August 2014 and Managing Director, appointed on 1 January 2015) keep ACQUISITION and increase his share stake from 6.78% (at 28 April 2006) to 16.35% (up-to-date).
@omgimnoob, you're most welcome :) Hope we can grow together with Tomypak ^.^ I'm still searching for my next Tomypak now :P I will have a look at Liihen, Magni, Wellcall, Padini as you suggested. Capital is limited :( Thus need very careful at each investment ^.^
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
pc_FA
604 posts
Posted by pc_FA > 2017-04-05 20:49 | Report Abuse
Son will also share split and bonus issue. At the same time, revised exercise Price also.