Posted by pc_FA > 2017-09-18 18:36 | Report Abuse

Mr Chairman acquired at around 0.94 while Mr Yong purchase at 0.87 (through DBT I believe)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5547185

Posted by ZXF123 > 2017-09-18 19:49 | Report Abuse

Yong acquired 3.75 million shares @ 87.3 sen in the past few days, who was selling so cheap to him?

Posted by R40s > 2017-09-18 22:50 | Report Abuse

Strange... How Mr. Yong could buy 1M shares at 7.5% discount on the prevailing market prices... When he sold all his warrants, he also sold at big discount from the market prices...

Anyway, the major shareholders are loading up more shares, what does that mean to us? I see good signs written on the wall... :)

Posted by apolloang > 2017-09-18 22:51 | Report Abuse

cheap? already up more than 200% since the bonus and split this year

Posted by R40s > 2017-09-18 23:00 | Report Abuse

@apolloang,
Don't always look back at their past prices, look at the future growth prospects...

For example, stocks like VS demonstrate how the prices run up after bonus, free warrants and split, because of their growth and expansion...

Posted by pc_FA > 2017-09-19 13:04 | Report Abuse

@ZXF123, fyi, Mr Yong acquired 1 million share of Tomypak at RM0.873 per share instead. Thanks.

Posted by ZXF123 > 2017-09-19 13:45 | Report Abuse

You monitor Tomypak's announcement in another 2 to 3 days, you should then see there would be at least a total of 3.75 million instead of 1 million shares acquired by Yong in this week

Posted by tokohM > 2017-09-19 14:10 | Report Abuse

how can yong acquired the share at so much cheaper price? off market transaction ?

Posted by pc_FA > 2017-09-19 14:28 | Report Abuse

@tokohM, it is normal for DBT trade below market price with huge amount share involved for acquired/dispose.

Posted by pc_FA > 2017-09-19 14:28 | Report Abuse

@ZXF123, hope it clarify:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5533641
28/08/2017 400,000 unit RM1.05 PER SHARE
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5547185
14/09/2017 1,000,000 RM0.873 per share

Announcement below shown Mr Yong latest share hold at Tomypak:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5547217
Direct (units) 1,117,087
Direct (%) 0.266
Indirect/deemed interest (units) 105,602,752
Indirect/deemed interest (%) 25.183
Total no of securities after change 106,719,839

Posted by pc_FA > 2017-09-19 14:30 | Report Abuse

@ZXF123, "Yong acquired 3.75 million shares @ 87.3 sen in the past few days, who was selling so cheap to him?"

Or you refer to upcoming Bursa Announcement which don't release to public yet?

Posted by omgimnoob > 2017-09-19 16:41 | Report Abuse

Flood season is here, we sincerely sorry for those who forced to evacuate to safe centers and disrupted daily lives. Hopefully the packaged food and necessity will be delivered to the centre.

Posted by omgimnoob > 2017-09-19 16:43 | Report Abuse

salesman of tomypak, please export more now, for sure there will be more demand in these thunderstorm season

Posted by vinvestor > 2017-09-19 17:41 | Report Abuse

DBT of 2.40m shares done at RM0.95 per share from between 4.45pm to 4.51pm today.

Posted by 3A0012 > 2017-09-19 18:46 | Report Abuse

Directors acquiring company's shares should be a good sign but why the MD Mr. Lim did not acquire?

Posted by R40s > 2017-09-19 20:30 | Report Abuse

@3A0012,
Mr. Lim being the MD is entitled to a substantial amount of company's ESOS shares reserved for key personnel at certain fixed prices, usually discounted from market prices. He can increase his shares by exercising his options later when the time is right for him, so for now he just focus on growing the company's business...

Posted by pc_FA > 2017-09-19 21:27 | Report Abuse

Thanks, vinvestor. Let see who is the buyer this round.

Posted by pc_FA > 2017-09-19 21:29 | Report Abuse

Largest shareholders holder of Tomypak is Mr Yong, followed by Mr Lim and Mr Chairman up-to-date. Tomypak has offer new ESOS around 5 million+++ share unit at 2017Q3.

Posted by R40s > 2017-09-19 23:16 | Report Abuse

ESOS offered on 6.9.2017 is 5.13M at Rm0.87.

Mr. Yong acquired 1M shares at Rm0.873, on 14.9.2017. Could be from his ESOS entitlement he exercised?

Posted by pc_FA > 2017-09-19 23:51 | Report Abuse

@R40s, shouldn't be. Exercise of ESOS will have an "Additional Listing Announcement".
Mr Yong should be acquired 1 million of share through DBT or buy from other seller outside open market at RM 0.873 on 14/9/2017.

Both are different scenario.

Posted by R40s > 2017-09-20 07:36 | Report Abuse

@pc_FA,
you are right... Thanks for clarifying...

Posted by pc_FA > 2017-09-20 09:06 | Report Abuse

@R40s, you are most welcome. Glad can discuss more about Tomypak with everyone.

Posted by 3A0012 > 2017-09-20 17:47 | Report Abuse

@R40s

I can see the point. Thank you.

Posted by hero666 > 2017-09-20 18:02 | Report Abuse

@pc_FA, from current low trading volume moving average and obviously no new catalyst, especially for tomypak may not have so much surprise news de, can we safely presume, counter share price continues stay flat or perhaps edge lower until the nxt q report? whats ur observations for this ?

Posted by DarKLoRD888999 > 2017-09-21 19:06 | Report Abuse

This Yong need money then sold back to his own company LoL... Too many wife maybe hahahahahaha

Posted by ZXF123 > 2017-09-22 07:48 | Report Abuse

Initially I thought Yong was buying 3.4 million shares @ 87.3 sen, as I had seen the direction business transaction (DBT) were done over the past few days:

1. 1.25 million shares @ 87.3 sen (14/9/2017) (sold/bought by who??)
2. 1 million shares @ 87.3 sen (14/9/2017) --> Yong bought
3. 1.5 million shares @ 87.3 sen (15/9/2017) (sold/bought by who??)
4. 1 million shares @ 95 sen (19/9/2017) --> Yong sold
5. 0.4 million shares @ 95 sen (19/9/2017) --> Yong sold
6. 1 million shares @ 95 sen (19/9/2017) --> Yong sold

Looks like 2, 4, 5 & 6 were related to Yong's transaction

Posted by R40s > 2017-09-22 08:50 | Report Abuse

Quite often the same transaction may get repeated announcements.

Posted by DickyMe > 2017-09-27 09:23 | Report Abuse

Sorry to disappoint you ozzie75. The chart does not display a positive outlook. I think it may reach my expected price of 60 sen.

Posted by R40s > 2017-09-27 09:48 | Report Abuse

Suddenly, we could see the herds are rushing to the O&G fields in search of juicy grassland...

Posted by pc_FA > 2017-09-27 10:29 | Report Abuse

@hero666, sorry for late reply. Away for long holiday break :)
For share price, it is quite objective.
Assume eps for 2017 is 0.06. PE range from 10-30 and the share price will range from 0.60-1.80 accordingly.
The share price is depend how Mr Market reflect the company performance.
However I believe and confident regarding the growth of plastic packaging industry and tomypak expansion plan.
If it drop further, I will just top up.
If it up further, I will just hold.

As long as the business is grow, I won't sell my existing holding share unit (regardless up/down of share price).

Posted by pc_FA > 2017-09-27 10:35 | Report Abuse

ESOS Options offered Up-to-date:

34.78% of ESOS Options offered (at RM 0.58) has been listing, left 90,000 units;
97.37% of ESOS Options offered (at RM 0.60) has been listing, left 106,038 units;
0.00% of ESOS Options offered (at RM 0.87) has been listing, left 5,130,000 units;

Posted by omgimnoob > 2017-09-27 23:00 | Report Abuse

with the Brent crude oil going north.... next quarter result won't be good too. Don't expect too much.

Posted by ozzie75 > 2017-09-28 09:45 | Report Abuse

And it is the Management's responsibility to manage this cost exposure. haha!

omgimnoob with the Brent crude oil going north.... next quarter result won't be good too. Don't expect too much.

27/09/2017 23:00

Posted by pc_FA > 2017-09-28 09:46 | Report Abuse

@omgimnoob, agree on that. It will increase cost of raw material. Still long way to go anyway :)

Posted by DickyMe > 2017-09-28 10:26 | Report Abuse

Crude oil price will take a beating.

Posted by hero666 > 2017-09-28 16:26 | Report Abuse

@pc_FA, you need to revise your tp already. FY17 no hope for 1.1-1.2, not even close lolz

Posted by pc_FA > 2017-09-28 18:45 | Report Abuse

@hero666, possible. Let wait for two more quarter result till financial year end 2017.

Posted by pc_FA > 2017-10-03 00:04 | Report Abuse

Mr Yong dispose 1 million unit at 0.95
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5561217

Posted by hero666 > 2017-10-04 10:07 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/10/04/tomypak-may-see-capacity-increase-by-fy19e/


Maybank Investment Bank Research, BUY call with TP 1.05

Posted by pc_FA > 2017-10-04 11:39 | Report Abuse

Thanks, @hero666

Posted by pc_FA > 2017-10-04 11:46 | Report Abuse

IB research up-to-date:
CIMB - Reduce - RM 0.75;
Kenanga - Market Perform - RM 0.92;
Maybank Investment Bank Research - BUY - RM 1.05;

Posted by R40s > 2017-10-04 18:50 | Report Abuse

CIMB analyst is always pessimistic on Tomypak's prospects, he keep revising down Tomypak's fair value, no matter how they performed or expanded. When Tomypak reported better results, he doubted their NPM was too high. When Tomypak built a new factory, he doubted the new capacity can be digested.

Kenanga analyst is conservative, he keep maintaining Tomypak's fair value at neutral, he won't change his valuation until he see Tomypak's earnings gone up high.

Finally we see Maybank analyst give an optimistic report that acknowledged Tomypak's earnings boost with their new capacities increasing at 6,000 tpa in 2017(phase-1), 6,000 tpa in 2018(phase-2) and 7,000 tpa in 2019(phase-3), or 38,000 tpa total capacity, versus 19,000 tpa old capacity.

The Maybank analyst report is inline with our earlier expectations. They forecast earnings to grow at a healthy 17.6% 3-year CAGR, assuming base price of Rm1.00 just after share bonus/split, then the target price should be Rm1.18 (end-2017), Rm1.39 (end-2018) and Rm1.64 (end-2019) respectively according to the CAGR forecasted.

Posted by omgimnoob > 2017-10-04 19:21 | Report Abuse

anal-yst report create much noises... best to ignore these noises.... they are the angels and demons.

Posted by DarKLoRD888999 > 2017-10-04 19:28 | Report Abuse

Tomypak buying back own share on opening market XD

Posted by pc_FA > 2017-10-04 19:56 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5563769
Share buy back

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

what does this implies ? buy back the shares, normally only the directors bought it, now the company as a whole buy it

Posted by R40s > 2017-10-05 10:14 | Report Abuse

It means the Company feel that their shares is worth more than 95sen, they buy and keep, to sell at a profit later, like what they did few months ago...

Posted by pc_FA > 2017-10-05 10:17 | Report Abuse

@R40s, thanks for your effort. I do agree with your point of view regarding the TP given by CIMB, Kenanga and Maybank IB. Let time prove it :)

Posted by pc_FA > 2017-10-05 10:21 | Report Abuse

@hero666 , Tomypak Company has at the Twenty Second Annual General Meeting held on 18 May 2017 obtained its shareholders’ approval for the Company to purchase up to ten percent (10%) of the total number of issued shares of the Company for the time being on the Bursa Malaysia Securities Berhad.

Posted by hero666 > 2017-10-05 13:09 | Report Abuse

@pc_FA, oh ya i can recall now, ya ya thanks