Posted by abangadik > 2017-05-26 12:53 | Report Abuse

Masuk MidS phase 1

Posted by leslieroycarter > 2017-05-26 12:57 | Report Abuse

good lower entry place...

Posted by babynercon > 2017-05-26 13:24 | Report Abuse

Coming QR will be 9mil - 10mil profit...

Posted by pc_FA > 2017-05-26 13:42 | Report Abuse

PBT or PAT? So fast done audit?

Posted by Ndrew > 2017-05-26 14:03 | Report Abuse

haha ozzie75, doesnt work, it's in your dropbox can't access it like that.. thanks though

Posted by pc_FA > 2017-05-26 14:08 | Report Abuse

I can email you If you want, Ndrew.

Posted by pc_FA > 2017-05-26 14:09 | Report Abuse

I thought 2017Q2 should be from April to June. Now only end of May, already know the financial result?

Posted by Ndrew > 2017-05-26 14:31 | Report Abuse

wow so long haha.. thanks pc_fa, can email to andrewyeo84@gmail.com, many thanks!

Posted by pc_FA > 2017-05-26 14:37 | Report Abuse

@Ndrew, sent :) Enjoy it.

Posted by equitydiary > 2017-05-26 14:46 | Report Abuse

Here's the link to download the CIMB report:

https://cimbequityresearch.cimb.com/EFAOnTheWeb/EFAWebAPI/GetDocPDF.asp?A=CIMB&DocGUID=1FE3727F-80A6-4EEF-A328-BDDC9EBBAE85

Posted by ozzie75 > 2017-05-26 15:05 | Report Abuse

For housekeeping purpose, I deleted that long post since the link to the CIMB report is workable. Thanks, equitydiary. :)

Posted by pc_FA > 2017-05-26 15:13 | Report Abuse

Thanks, ozzie75 and equitydiary :)

Posted by ozzie75 > 2017-05-26 17:05 | Report Abuse

I am enjoying this forum. Have a good weekend, folks.

Posted by Kim Yi Chia > 2017-05-26 17:26 | Report Abuse

thank pc_Fa... i buy son... today really no enough bullet to topup... is a good time... i really dont know y cimb giv tp so low...

Posted by Kim Yi Chia > 2017-05-26 17:28 | Report Abuse

i go the tomypak new factory... very big... so i blif the management team can sucess...n break record....

Posted by pc_FA > 2017-05-26 18:08 | Report Abuse

Kim Yi Chia, you are most welcome. Feel free to share your insight regarding Tomypak new factory trip. I don't have chance to visit so far. I have share my opinion regarding the reason why CIMB give low TP. If everything run smooth, I believe PBT/PAT of first three quarter 2017 should equal to whole year PBT/PAT in 2016. PBT/PAT of 2017Q4 should consider as historical record high for Tomypak.

Posted by pc_FA > 2017-05-26 18:58 | Report Abuse

Anyone here has attend agm on 18 May 2017? Might to share? Can't find anyone share Tomypak agm so far.

Posted by vinvestor > 2017-05-27 09:53 | Report Abuse

At the end of the AGM, the MD expressed confidence about their future business. According to him, one new production line has been installed in the new factory by the end of April 2017, new orders are from the existing as well as new customers. The Board revealed that they have 7-years master plan to monitor the growth of their business. About the sustainability of the dividend payment, the Chairman informed that the Company will try to pay dividend with higher yield than the fixed deposit interest rates payable by the banks, this is because the Board understand that shareholders are taking higher risk by investing money in the company compare to putting money in the banks.

Posted by koseng > 2017-05-27 10:44 | Report Abuse

pc_fa did u study BP Plastic. Someone mention that is the same fate as Tomypak.

Posted by pc_FA > 2017-05-27 10:48 | Report Abuse

Thanks, vinvestor. Very good information. Regarding 7 year master plan, is it refer to triple production? As far as I know, is double production within three years. Thanks a lot.

Posted by pc_FA > 2017-05-27 10:51 | Report Abuse

I study more on Tomypak and Daiboci so far. Both are same peer. I do for benchmarking purpose. If no mistaken, BP Plastic also high dividend yield stock.

Posted by pc_FA > 2017-05-27 10:53 | Report Abuse

I have done the comparison between Daiboci and Tomypak. Will try to write a summary when free later.

Posted by pc_FA > 2017-05-28 12:30 | Report Abuse

http://www.focusmalaysia.my/Markets/further-boost-for-tomypak-wa

Posted by 十强 > 2017-05-29 09:37 | Report Abuse

buy before ex-date is better

Posted by 十强 > 2017-05-29 09:42 | Report Abuse

Interim Dividend
EX-date: 31 May 2017
Entitlement date: 02 Jun 2017
Entitlement description: Tax exempt interim Dividend of 2 sen per ordinary shares

Bonus Issue
EX-date: 01 Jun 2017
Entitlement date: 05 Jun 2017
Entitlement description: Bonus issue of up to 111,556,120 new ordinary shares in Tomypak Holdings Berhad ("Tomypak") ("Bonus Shares") on the basis of 1 Bonus Share for every 4 existing ordinary shares held in Tomypak ("Subdivided Shares") after the completion of the Share Split at 5.00 p.m. on 5 June 2017 ("Entitlement Date") ("Bonus Issue")

Posted by hero666 > 2017-05-29 10:18 | Report Abuse

@pc_FA, cant view ur link full story without access paid ID lolz btw what's the fair price u think by 31 May (before split), by viewing is already 5th hard sellout pressing down ever since 2.65

Posted by pc_FA > 2017-05-29 10:23 | Report Abuse

@hero666, I can email you if you want :) I believe it might be 2.52? After given 2 sen dividend, then it become RM 1 after bonus issue and share split :P Purely guess only. Long term gain anyway.

Posted by ozzie75 > 2017-05-29 13:37 | Report Abuse

@pc_FA: Given its defensive fundamental, i think it's gonna be ok

Posted by Hunger > 2017-05-29 15:27 | Report Abuse

ESOS listing today,gonna drop

Posted by hero666 > 2017-05-29 15:57 | Report Abuse

@pc_FA,
truthmaster666@gmail.com

Thanks mate !!!

Posted by pc_FA > 2017-05-29 16:20 | Report Abuse

@hero666, enjoy your reading :) I just email you. Thanks.

Posted by Haha123456 > 2017-05-29 17:50 | Report Abuse

@pc_FA Hi bro. Is it the ESOS listing will affect this week share price?

Posted by pc_FA > 2017-05-29 21:42 | Report Abuse

@Haha123456, I believe the impact of share price due to ESOS listing is limited.

Tomypak has announced two ESOS up-to-date:
1. 4,042,151 unit at RM 1.50 on 9 September 2016;
2. 135,000 unit at RM 1.47 on 18 January 2017;

70.93% of the allocated ESOS shares have been subscribed by eligible employees and directors for ESOS 1 since 8 December 2016;
20.74% of the allocated ESOS shares have been subscribed by eligible employees for ESOS 2 since 8 May 2017;

Total options outstanding up-to-date is 1,174,873 unit at RM 1.50 for ESOS 1 and 107,000 unit at RM 1.47 for ESOS 2.

This ESOS scheme is an integral plan to retain and incentivize current employees and allows employees to have a sense of “ownership” and participation in the financial performance of the Tomypak Group.

The ESOS Scheme shall be in force for a duration of five (5) years from the Date of Commencement.

In addition, the issuance of the ESOS Options will have a dilutive effect on Tomypak Group’s EPS due to the increase in number of Tomypak Shares in issue.

Any future proceeds to be received by the Company from the exercise of the ESOS Options, the quantum of which is dependent on the actual number of ESOS Options exercised and the Exercise Price, are intended to be utilised for Tomypak Group’s working capital requirements.

The share price is UP from 1.60++ to 2.48 (since 9 December 2016).
It is normal profit taken activity by trader or employees to sell ESOS units.

I believe directors has exercise the ESOS Options and they still hold it up-to-date.

I have queue to Top-up Tomypak at small quantity anyway :)

Posted by pc_FA > 2017-05-29 21:45 | Report Abuse

"From dream to Reality" is Tomypak's slogan this year ^.^

Posted by Haha123456 > 2017-05-30 07:39 | Report Abuse

@pc_FA Thank you bro!

Posted by pc_FA > 2017-05-30 09:33 | Report Abuse

@Haha123456, You're most welcome. I just success Top-Up small quantity at 2.45 to enjoy upcoming 2 sen dividend + share split + bonus issue :)

Posted by pc_FA > 2017-05-30 11:07 | Report Abuse

Two major shareholders (Nestle and Ajinomoto) of Tomypak shown increase in revenue at their latest financial result:
Nestle:
For the first quarter ended 31 March 2017, the Group increased its revenue by 4.4% (+RM58 million) compared to Q1 2016. Both Domestic and Exports contributed to this good sales growth. The commendable domestic performance (+4.7%) was underpinned by strong marketing and promotional supports as well as the new base created by new products introduced in the last two years that continue to benefit the Group. The Exports, after the good turnaround in 2016 continue to deliver a solid performance in Q1 2017 (+3.6%).

Ajinomoto:
The Company recorded revenue of RM114.9 million in the current quarter compared to RM110.2 million in the corresponding quarter last year, an increase of 4.3% while operating profit was RM14.8 million as compared to RM9.2 million in the corresponding quarter last year. Increase in revenue was contributed by improved sales in both Consumer Business and Industrial Business segments. Increase in operating profit was due to higher revenue and lower advertising expenses.

I believe it will directly give positive impact on Tomypak expansion plan and give me confident to Top-up Tomypak as well :)

Posted by leslieroycarter > 2017-05-30 12:20 | Report Abuse

Last chance to buy b 4 ex

Posted by ozzie75 > 2017-05-30 15:06 | Report Abuse

After bonus and split still can buy mah. haha.

leslieroycarter Last chance to buy b 4 ex

30/05/2017 12:20

Posted by hero666 > 2017-05-30 16:21 | Report Abuse

@pc_FA , jz doubt that how far tomypak could goes if heavily dependent on local demand, daibochi had seen its movement into foreign market ... hope tomypak could step up their game in this aspect

Posted by pc_FA > 2017-05-30 16:33 | Report Abuse

@hero666, The fact is the revenue from export market (53%) contribute more than revenue from local market (47%)

Posted by hero666 > 2017-05-30 16:35 | Report Abuse

thanks for the enlightenment... really hope 2mw can stay >2.5~2.55

Posted by pc_FA > 2017-05-30 16:37 | Report Abuse

@hero666, If no mistaken, Tomypak export to Philippines, Singapore, Africa, Thailand, Myanmar, Brazil, Peru, etc.

Posted by pc_FA > 2017-05-30 16:40 | Report Abuse

No worry much regarding the share adjustment. Take it easy. I will slowly Top-up if it drop to certain level. At the time being, I will share whatever information regarding Tomypak that I find. It still around 19 months to hold :)

Posted by ozzie75 > 2017-05-30 16:45 | Report Abuse

I think they recognise the importance of overseas diversification, and as noted in their recent annual statement the new plant is to better equip themselves in both capacity and ability to tap the foreseeable growth in flexible packaging within the Asia Pacific region, in the next 5 years, inferring that they expect their business growth to be driven regionally and less locally. The mode of expansion between Tomypak and Daibochi is different, the former having their expansion within local ground, whereas the latter having their expansion overseas in Myanmar in collaboration with a local partner, nonetheless both initiatives serve the same objective of promoting business growth, whereas Tomypak mode of expansion promotes reinvestment in home ground and probably enable better control of operations since it is afterall, home ground, and probably more able to control product quality. Who knows?

Haha.

hero666 @pc_FA , jz doubt that how far tomypak could goes if heavily dependent on local demand, daibochi had seen its movement into foreign market ... hope tomypak could step up their game in this aspect

30/05/2017 16:21

pc_FA @hero666, The fact is the revenue from export market (53%) contribute more than revenue from local market (47%)

30/05/2017 16:33

Posted by pc_FA > 2017-05-30 16:59 | Report Abuse

"In line with management strategies to increase our customer base so as to diversify our sales base and avoid over dependence on selected customers, the number of customers during the FY 2016 increased by 8%. Export sales accounted for RM111.53 million representing 52.9% of total sales, whilst local sales accounted for the balance of RM99.41 million. "

Posted by ozzie75 > 2017-05-30 17:01 | Report Abuse

Aiyooo...I just see see look look and try to think simple. Simple minded view, don't trust ah. Last time never study hard so learn all from Google and Youtube. :( Not like that CIMB Mr Fool, can write analyst standard.

By the way, I am not slamming Daibochi ah. I think hor, both companies ok de. They also smart, go overseas partner with local party to co-share their risk.

But Tomypak management still boleh. Invest in home ground, support Malaysia. Boleh!

Posted by pc_FA > 2017-05-30 17:05 | Report Abuse

@ozzie75, give you a big Thumb Like ^.^ Really appreciate you to share all reliable information :) Thanks and feel free to discuss together.

Like Chinese said, "三个臭皮匠 胜过一个Mr Fool" :P

Posted by ozzie75 > 2017-05-30 17:12 | Report Abuse

Lai lai lai...don't say I anyhow pom and smoke people. Extract from the Chairman's statement in the annual report of 2016:

"Your Board is of the view that the flexible packaging industry, widely acknowledged as one of the fastest growing segment in the packaging industry, has much more growth opportunities in store. This is due to the heavy consumption of packed food and beverage, and the changing lifestyles expected over the next five years, particularly in the Asia-Pacific region, a region which has
been predicted to be the fastest growing region in the world for consumption of packaging materials.

The first phase of Tomypak Group’s preparation to meet this expected growth was in the development of the new facility in Senai, Johor, which will be the new headquarters of the Tomypak Group....." >>> Don't be lazy. Invest in stocks don't read annual report how can. Go read ah..good boy/girl. haha...

Posted by pc_FA > 2017-05-30 17:15 | Report Abuse

@ozzie75, perhaps can try to email to Mr Fool and bcc me :P