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KLSE: TOMYPAK       TOMYPAK HOLDINGS BHD
Last Price Avg Target Price   Upside/Downside Price Call
0.945 0.99     +0.045 (4.76%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
04/10/2017 0.945 1.05 +0.105 (11.11%) BUY MAYBANK Price Target News
28/08/2017 0.965 0.92 -0.045 (4.66%) HOLD KENANGA Price Target News
09/06/2017 0.995 1.00 +0.005 (0.50%) HOLD KENANGA Price Target News


Price Target Research Article/News (past 6 months)
04/10/2017  MAYBANK Tomypak Holdings - Plastic Is Fantastic
28/08/2017  KENANGA Tomypak Holdings Berhad - 1H17 Below Our Expectation
09/06/2017  KENANGA Tomypak Holdings Berhad - Revving Up the Engine


Bonus Issue, Share Split or Share Consolidation announcement
Announce Date Ex Date Subject Amount/Ratio
18/05/2017 01/06/2017 Bonus Issue 1 : 4

  4 people like this.
 
3A0012 @R40s

I can see the point. Thank you.
20/09/2017 17:47
hero666 @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 ?
20/09/2017 18:02
DarKLoRD888999 This Yong need money then sold back to his own company LoL... Too many wife maybe hahahahahaha
21/09/2017 19:06
ZXF123 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
22/09/2017 07:48
R40s Quite often the same transaction may get repeated announcements.
22/09/2017 08:50
DickyMe Sorry to disappoint you ozzie75. The chart does not display a positive outlook. I think it may reach my expected price of 60 sen.
27/09/2017 09:23
R40s Suddenly, we could see the herds are rushing to the O&G fields in search of juicy grassland...
27/09/2017 09:48
pc_FA @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).
27/09/2017 10:29
pc_FA 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;
27/09/2017 10:35
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
ozzie75 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
28/09/2017 09:45
pc_FA @omgimnoob, agree on that. It will increase cost of raw material. Still long way to go anyway :)
28/09/2017 09:46
DickyMe Crude oil price will take a beating.
28/09/2017 10:26
hero666 @pc_FA, you need to revise your tp already. FY17 no hope for 1.1-1.2, not even close lolz
28/09/2017 16:26
pc_FA @hero666, possible. Let wait for two more quarter result till financial year end 2017.
28/09/2017 18:45
pc_FA Mr Yong dispose 1 million unit at 0.95
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5561217
03/10/2017 00:04
hero666 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
04/10/2017 10:07
pc_FA Thanks, @hero666
04/10/2017 11:39
pc_FA IB research up-to-date:
CIMB - Reduce - RM 0.75;
Kenanga - Market Perform - RM 0.92;
Maybank Investment Bank Research - BUY - RM 1.05;
04/10/2017 11:46
R40s 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.
04/10/2017 18:50
omgimnoob anal-yst report create much noises... best to ignore these noises.... they are the angels and demons.
04/10/2017 19:21
DarKLoRD888999 Tomypak buying back own share on opening market XD
04/10/2017 19:28
pc_FA http://www.bursamalaysia.com/market/listed-companies/company-announcements/5563769
Share buy back
04/10/2017 19:56
hero666 what does this implies ? buy back the shares, normally only the directors bought it, now the company as a whole buy it
05/10/2017 10:10
R40s 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...
05/10/2017 10:14
pc_FA @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 :)
05/10/2017 10:17
pc_FA @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.
05/10/2017 10:21
hero666 @pc_FA, oh ya i can recall now, ya ya thanks
05/10/2017 13:09
ampabella this counter is not for goreng, must keep many many years only can see some result
05/10/2017 14:21
ltg100y Agree with R40s, looks like company feel the company should worth more than 94 cents. Just like last year the company did shares buy back at ~RM1.60, few months later the price shoot up to RM2.2x then RM2.5x. Lets wait for the show again.
05/10/2017 16:27
pc_FA http://www.bursamalaysia.com/market/listed-companies/company-announcements/5564137
Additional Listing Announcement ESOS 66,500 at 0.60.
05/10/2017 16:43
pc_FA http://www.bursamalaysia.com/market/listed-companies/company-announcements/5564889
Share buy back 30,000 unit at 0.945.
05/10/2017 17:57
3A0012 Company bought back shares after the end of 3rd quarter. I think is a good news. I hope Mr Lim will buy too.
05/10/2017 20:13
hero666 forgot to share this to y'all,
http://www.bursamarketplace.com/mkt/tools/research/ch=research&pg=research&ac=242973&bb=247565

the details research (in pdf) from the maybank IB
06/10/2017 14:16
pc_FA @hero666 , thanks a lot :) Very detail information. Worth to have a read.
06/10/2017 16:03
pc_FA Again share buy back at 0.945
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5566281
06/10/2017 20:22
hero666 lately tak laku, no people trades, so they keep things warm hahahhaha
06/10/2017 20:43
leslieroycarter U have to hold long in order to realize it’s hidden value.
07/10/2017 07:55
R40s @ hero666, thanks for sharing this Maybank IB full report, it's very detailed and informative...

They are "Conservatively Optimistic" about Tomypak's next 3-5 years growth in production capacities, utilization rates, revenues and profits CAGR, and NPM improvements, etc...

But they also clearly show that their forecasts are somewhat below the market consensus, not sure whose consensus are they comparing to, as the other IB reports we know of, CIMB is ridiculously pessimistic and Kenanga is neutral but too conservative, both give much lower forecast which did not do justice to Tomypak's expansions which are on-track and are giving very promising results with the new Senai factory already in production, just awaiting full certification by international bodies which would enable them to get bigger orders from MNC clients, currently limited by the old factory's constraints...
07/10/2017 12:58
pc_FA Again Share buy back at 0.945
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5567609
09/10/2017 18:19
pc_FA Again Share buy back at 0.945
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5568677
10/10/2017 18:21
R40s Company buying back almost daily for the past one week, at about Rm0.945 average price...
10/10/2017 18:28
pc_FA Again Share buy back at 0.943
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5569873
11/10/2017 18:02
R40s Maybe the Company expect next QR to be good? They probably buy now and sell to profit later...
11/10/2017 21:06
pc_FA Next QR should be good if everything run smooth.
11/10/2017 21:20
ozzie75 I will join you at that level. :)

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

27/09/2017 09:23
12/10/2017 09:44
pc_FA Share buy back 5,000 unit at 0.94
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5571049
12/10/2017 18:05
R40s Company keep buying back shares at 0.94-0.95 level, the price remain stagnant and consolidate with thin trading volumes for over 1.5 months... If the price cross above SMA-50 @ 0.965 with high volumes, then the uptrend should begin...
12/10/2017 19:50
nekosan buy back share doesn't mean price will up
12/10/2017 20:33
nekosan same. as director sell share doesn't mean will down
12/10/2017 20:34


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