Highlights
Social Forum >> Forum Thread
Last Price Today's Change   Day's Range   Trading Volume
0.515   -0.005 (0.96%)  0.51 - 0.515  204,200
1,400 comment(s). Last comment by William Wang at Nov 16, 2019 1:02 PM
Like
 14 people like this.
 
 Post Reply   Back  
Page < 19 20 21 22 23 24 25 26 27 28

freddiehero
9481 posts

Posted by freddiehero > May 31, 2018 5:08 PM | Report Abuse

done nice job


rebecca
5 posts

Posted by rebecca > Jun 1, 2018 9:30 PM | Report Abuse

go go go ntpm


Flintstones
1644 posts

Posted by Flintstones > Jun 25, 2018 6:43 PM | Report Abuse

Game over. Sell.


shpg22
2222 posts

Posted by shpg22 > Jun 25, 2018 7:09 PM | Report Abuse

STRONG SELL.
Record low net profit
Fair price 0.28 @ forward P/E of 17x.


myway
298 posts

Posted by myway > Jun 25, 2018 7:24 PM | Report Abuse

Net Profit drop 87%


johnganisme
1 post

Posted by johnganisme > Jun 28, 2018 8:26 AM | Report Abuse

87% price drop compare to Q42017 affected by pulp price raw material used.
With major 55% boost on production capacity to 170,000 tonnes per year from 110,000 tonnes. Stronger sales contribution from Indo-China market. no doubt it will bounce back to TP: 0.65 soon.


happyvalley
1 post

Posted by happyvalley > Jun 28, 2018 9:30 AM | Report Abuse

Buy Buy Buy.... :-)


goodinsignt
1 post

Posted by goodinsignt > Jun 29, 2018 12:42 PM | Report Abuse

Strong growing sales from NTPM (Vietnam) pushes rapid expansion, urgent needs to increase production capacity. With possible future venture into Wood Pulp Plant tends to helps on reducing raw material price subsequently increase its profit margin.

BUY & HOLD!!!


Aisha
26 posts

Posted by Aisha > Jun 29, 2018 3:05 PM | Report Abuse

Buy buy buy


ivan9511
3624 posts

Posted by ivan9511 > Jun 30, 2018 2:45 PM | Report Abuse

BUy must buy
Ivan startsapu
comfirm limit uppppppppppppppppppppppppppppppppppppppppppppppppppppppppppp
like my earn superman 100%
comfirm uppppppppppppppppppppppppppp


Underdog888
69 posts

Posted by Underdog888 > Jul 2, 2018 6:29 PM | Report Abuse

WE........
NOT HAPPY; CRY - use tissue,
HAPPY; TEARS COME OUT - use tissue,
WORK HARD; SWEAT - use tissue,
HUNGRY; EAT - use tissue,
SICK TERUK - use tissue,
EVERY MORNING SHIT- use tissue.

BUY & HOLD this NTPM already!!!!

cause everyday sure KENA tissue! Hahaha


Aisha
26 posts

Posted by Aisha > Jul 4, 2018 11:30 AM | Report Abuse

Hahahaha. Last time ntpm went up to 0.90


kiasu_trader
259 posts

Posted by kiasu_trader > Jul 19, 2018 4:37 PM | Report Abuse

very good chart now! way to 0.700 soon


kiasu_trader
259 posts

Posted by kiasu_trader > Jul 19, 2018 4:42 PM | Report Abuse

just bought 5000 lot at this hour


kiasu_trader
259 posts

Posted by kiasu_trader > Jul 20, 2018 9:23 AM | Report Abuse

very nice! lets move!


scalper
6 posts

Posted by scalper > Jul 25, 2018 3:53 PM | Report Abuse

Move!!!


John Angel
224 posts

Posted by John Angel > Aug 29, 2018 10:24 PM | Report Abuse

good stock


Underdog888
69 posts

Posted by Underdog888 > Sep 5, 2018 4:49 PM | Report Abuse

Both expansion plan in vietnam and malaysia delay.

With ringgit strengthening recently causing raw material price increased again.

Things does not looks good for short term now.


moneyfacetrader
37 posts

Posted by moneyfacetrader > Sep 7, 2018 11:52 AM | Report Abuse

sold all already stagnant for too long.
with few bad factor which affecting second half profit.


moneyfacetrader
37 posts

Posted by moneyfacetrader > Sep 7, 2018 11:52 AM | Report Abuse

0 volume until lunch hour.


commonsense
474 posts

Posted by commonsense > Jan 9, 2019 2:54 PM | Report Abuse

Previously the company has always managed to deliver a profit of at least RM50mil to its shareholders (last achieved in FY17). In FY18 the group only managed to record a full year core profit of RM35.5mil.

This downward profit trend continues in FY19 with 1H19 profit of only RM10.2mil. Management blames the lower performance due to an increasing trend of operating cost in particular raw material, labour and energy cost which combined resulted in lower profit margin to the business. This is more pronounce in the Paper Product segment where revenue has actually increase but profit fell due to profit margin compression from the higher virgin pulp and waste paper cost. If the profit margin stays at the current level, NTPM is only expected to record a profit of around RM20-25 mil for FY19. At the current share price, a PAT of RM25mil would value the company at a PE valuation of 24x. Normally investors would want a profit growth of at least 15% per annum (profit to double in 5 years) for them to pay a high PE valuation.

The group balance sheet is not that bad with net gearing of 60%. In term of PB the company is currently trading at 1.2x PB.

If you are looking to diversify your portfolio outside of NTPM (due to earnings weakness in the near future) I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.3x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.6x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

For FY19 growth will be driven by the still high demand of new Myvi and the newly launched SUV and also the new Alza in 2H19.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. Most analysts have a TP of above RM3 for the company with Hong Leong being the lowest at RM3.13 and Maybank the highest at RM4.50.

Good luck.


golddiggerboy
28 posts

Posted by golddiggerboy > Mar 27, 2019 4:07 PM | Report Abuse

Start looking at this counter. Their new production line for both Penang and Vietnam plant are commissioning now.


Underdog888
69 posts

Posted by Underdog888 > Mar 28, 2019 10:01 AM | Report Abuse

Really? Just know they spend 100 millions on upgrading their facilities in Vietnam, Bentong and Nibong Tebal since last year.


golddiggerboy
28 posts

Posted by golddiggerboy > Mar 28, 2019 3:08 PM | Report Abuse

Yes, confirmed. They has been storing huge volume of pulp in their warehouse. Machine are commissioning and fine tune now, if they start production, This will be 40% increase of production line.


enigmatic ¯\_(ツ)_/¯
444 posts

Posted by enigmatic ¯\_(ツ)_/¯ > Apr 8, 2019 10:31 PM | Report Abuse

@MATB,
really 'superb' management.
they can turn such a durable business into this state.


8888_
1359 posts

Posted by 8888_ > Apr 10, 2019 9:47 PM | Report Abuse

28 Lee See Jin 2,902,900 0.26
file:///C:/Financial/Financial/MediaPB%20AR18_Part%203.pdf


8888_
1359 posts

Posted by 8888_ > Apr 10, 2019 9:48 PM | Report Abuse

Any1 here know Lee See Jin personally? Why he become Media Prima top 30 shareholders?


YAPSS
158 posts

Posted by YAPSS > Apr 10, 2019 10:34 PM | Report Abuse

Day 38 of Fundamental Daily, YAPSS will be covering NTPM Holdings Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #YAPSS #FundamentalDaily #NTPMHoldingsBerhad

Click the on the link to find out more: https://youtu.be/Es1IYU_g99c


8888_
1359 posts

Posted by 8888_ > Apr 10, 2019 10:41 PM | Report Abuse

Very competitive business even toilet paper daily necessity. Tesco, Econsave, theStore, Giant also produced toilet, tissue paper.


weng
180 posts

Posted by weng > Apr 25, 2019 10:08 AM | Report Abuse

The revenue growth have been quite impressive over the years. But when will the profit follow??


RainT
4763 posts

Posted by RainT > Jun 27, 2019 12:39 PM | Report Abuse

Revenue continue to grow throughout the years

but profit margin is on steep decline in these years


Tomatoman79
271 posts

Posted by Tomatoman79 > Jul 12, 2019 5:06 PM | Report Abuse

suddenly last minute 1 million share change hand.


Tete7893
93 posts

Posted by Tete7893 > Sep 21, 2019 3:56 PM | Report Abuse

someone collect the share. hope next Friday AGM got good news


freddiehero
9481 posts

Posted by freddiehero > Sep 21, 2019 7:28 PM | Report Abuse

wah.. some ppl interest liao..


Tete7893
93 posts

Posted by Tete7893 > Sep 23, 2019 7:23 PM | Report Abuse

everyday buyer more than seller


freddiehero
9481 posts

Posted by freddiehero > Sep 23, 2019 7:28 PM | Report Abuse

start roller..


freddiehero
9481 posts

Posted by freddiehero > Sep 23, 2019 7:29 PM | Report Abuse

not bad..


EatCoconutCanWin
912 posts

Posted by EatCoconutCanWin > Sep 28, 2019 9:00 AM | Report Abuse

Good results. Up up upgrade from hold to buy . Progress of this company is they now doing 5G toilet paper, which fastest to whipped out stain rather than using water. Wow...


shpg22
2222 posts

Posted by shpg22 > Sep 28, 2019 9:18 AM | Report Abuse

Nowaday I use bidet to wash. Only use 1 ply of toilet paper to wipe dry. More environment friendly. SELL


popit_sokmo
5 posts

Posted by popit_sokmo > Oct 8, 2019 12:04 PM | Report Abuse

up up up


popit_sokmo
5 posts

Posted by popit_sokmo > Oct 8, 2019 12:07 PM | Report Abuse

v shape reversal pattern


popit_sokmo
5 posts

Posted by popit_sokmo > Oct 8, 2019 12:10 PM | Report Abuse

downtrend channel broken


popit_sokmo
5 posts

Posted by popit_sokmo > Oct 8, 2019 12:12 PM | Report Abuse

buy now.. still can enter.. my average 0.45 only.. 1st TP 0.50.. 2nd TP 0.60..


Klse_faizan
58 posts

Posted by Klse_faizan > Oct 8, 2019 12:35 PM | Report Abuse

Xyah promot bro... aku hold dr 42sen. Pandai la dia jln sndiri


popit_sokmo
5 posts

Posted by popit_sokmo > Oct 8, 2019 12:41 PM | Report Abuse

sharing is caring.. lets make profit together maa =)


Tete7893
93 posts

Posted by Tete7893 > Oct 8, 2019 5:16 PM | Report Abuse

i attend the ntpm agm. the management said very confident.


Lukey_Greek
82 posts

Posted by Lukey_Greek > Oct 31, 2019 10:40 PM | Report Abuse

Confident of making good profit?


shpg22
2222 posts

Posted by shpg22 > Nov 8, 2019 12:50 PM | Report Abuse

Cash flow and liquidity in very bad shape. Dividend expected to be reduced to 0.80 cents only this FY. I think they have no problem increasing the revenue but can't say so for the rest.


SilverHawk
33 posts

Posted by SilverHawk > Nov 12, 2019 3:53 PM | Report Abuse

Current rise purely goreng factor


William Wang
17 posts

Posted by William Wang > Nov 16, 2019 1:02 PM | Report Abuse

There is a reason why the share price had gone up lately .. goreng factor, I don't think so.
There is always a lag factor in paper business, up to a period of about six months. If you were to go to the ' US Producer Price Index: Pulp, Paper and allied Products " you will notice that NTPM last 2 quarterly results coincided with when the price indices were, at among its highest. Even in June Quarter when it registered a loss, it was confident in declaring dividend, cos the pulp price had come down. Since Pulp's peak price index in December, the index had reduced by about 30% as at end of October 2019 while exchange rate remained. Of course, the best time NTPM had, were the days when Pulp price were down and ringgit strong.

 Post Reply   Back  
Page < 19 20 21 22 23 24 25 26 27 28
 

338  386  529  765 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 ALAM 0.145+0.015 
 ARMADA 0.515-0.03 
 NETX 0.020.00 
 EKOVEST 0.855+0.04 
 FINTEC 0.07-0.01 
 KNM 0.40-0.01 
 SEACERA 0.38-0.11 
 MYEG 1.21+0.04 
 ALAM-WA 0.07+0.005 
 IWCITY 0.95+0.045 
Partners & Brokers