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KLSE: NTPM       NTPM HOLDINGS BHD
Last Price Avg Target Price   Upside/Downside Price Call
0.405 0.61     +0.205 (50.62%)
* 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
No Price Target available for this stock.





  14 people like this.
 
shpg22 Fair value for NPTM is around P/E 10x. Note that its PATMI growth for the past 10 years is only 0.8% CAGR. Expected forward EPS is around 3.5cents. That translate to a fair value of 0.35. >> STRONG SELL <<.
23/03/2018 6:26 PM
winmxaa Sorry, this content isn't available right now
The link you followed may have expired, or the page may only be visible to an audience you're not in.
27/03/2018 8:08 AM
Booyeah shpg, it's only historical figure. if you look at ntpm expansion in vietnam, which will be bearing more fruits after mid of this year. strong ringgit benefits them as well. let's see if they can take this advantage. when u shit, u need tissue.. during bad times u cry u also need tissue. good times u happy u also need tissue.
01/04/2018 11:03 PM
LimKT Gap down
02/04/2018 11:42 AM
Jordan Khoo Gap down?
02/04/2018 11:57 AM
Lim Tek Wai really damn worst lately
02/04/2018 3:26 PM
freddiehero u wil do the best
08/04/2018 12:08 AM
Booyeah wonder where is the guy that say Gap down..
18/04/2018 9:24 AM
Jessie Ng up up
18/04/2018 11:08 AM
18/04/2018 12:26 PM
tuapuikia good to go
19/04/2018 9:50 AM
Cockroach Paul Lee lowest today 0.525 .......laosai......
07/05/2018 10:43 PM
freddiehero very good
08/05/2018 12:36 PM
TofuWah what happen the price going up this two days
17/05/2018 11:04 AM
17/05/2018 12:09 PM
ppginvest potential black horse
18/05/2018 8:02 PM
Booyeah Few good counters that are consider good fundamental and growth/dividend watchlist. Can collect if there is a correction
1. Ecs - dividend yield still stands at 5% at current price. With iot and strenthening of ringgit(to monitor) will benefit them. Recently venture into thunderbolt gaming notebook to capture egames market. Possible 15-20% upside if conservative pe of 10 is captured.
2. Bonia (hot)- consumer stock may make a come back after the abolishment of gst as well as if ringgit were to strengthen or hover around 3.8-4.0. at current price of 40 cents , there are limited downside. Trading at 30% below it's nta as well.
3. Ntpm (hot) - at current price their dividend seats at 3%. What's interesting is the recent increase in their sales to all time high of 181 million per quarter. They are having high margin due to huge capex expansion into vietnam production. the management mentioned in the 2017 annual report that the current utilisation capacity is at 80%. With 80% they manage to hit historical high revenue. Additional two tissue machine paper has been added into production in Vietnam which is expected to commence operation in april 2018. Current ratio of above 1 as well.. no short term debt obligations. Seems positive moving forward. Potential upside of 20/30% of pe 10 is used with margin of 4/5%. Downside risk is increase in pulp price.
4. Yocb (neutral) - safe bet but limited growth. Providing a 4% dividend at current price. Pe of 7 and recent increase in sales due to consignment sales. Net cash company with nta of 1.26. nothing to loss. Safe bet company.
5. Zhulian (neutral) - net cash and safe bet company with dividend of 4.1% at current price. Strongly net cash company with cash of 140 million compare to total debt of 39 million. Net cash per share is 21 cents. No harm keeping one of this in our portfolio to withstand any downturn. With the abolishment of gst, it may benefit this stock as well to increase the consumer demand. Upside possibly less (10%) due to volatile sales and earnings. Strenthening of ringgit may hurt their margin due to 70% of sales from export. What is great about this company is good management. Increasing dividend payout when making money, holding high cash pile, positive operating cash flow despite expansion, good inventory level as well as maintaining above 20% profit margin.
6. Bat (neutral) - still paying 6/7% dividend at current price. Downside risk is more smokers buying illegal cigarate. The management did mention that they are unhappy with what the market is valuing their share price given their past performance. With the abolishment of gst, this may help to boost their sales and margin as well. Can catch it if it drops (19/20). Upside > downside risk. Only buy if upside is greater than downside. Don't buy all time high at current market.
7. Pwf (neutral) - trading way below nta of 1.76. net cash company. With strenthening of ringgit it will benefit them. Recent sales manage to maintain at 91 million per quarter. Scenario analysis performed if myr and USD maintain at 3.8/3.9, price of egg maintain and ra material such as corn, feed and wheat were to maintain, potential upside of 20/30% at current price of 86 cents. Downside is increase in their main raw material price.

There are still quite a number of good fundamental company to monitor when price deep. Go ahead and monitor and take this opportunity. Don't chase high but buy consolidation stock or stock that took a correction that hit historical low. To limit the downside risk.
19/05/2018 2:01 AM
freddiehero done nice job
31/05/2018 5:08 PM
rebecca go go go ntpm
01/06/2018 9:30 PM
Flintstones Game over. Sell.
25/06/2018 6:43 PM
shpg22 STRONG SELL.
Record low net profit
Fair price 0.28 @ forward P/E of 17x.
25/06/2018 7:09 PM
myway Net Profit drop 87%
25/06/2018 7:24 PM
johnganisme 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.
28/06/2018 8:26 AM
happyvalley Buy Buy Buy.... :-)
28/06/2018 9:30 AM
goodinsignt 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!!!
29/06/2018 12:42 PM
Aisha Buy buy buy
29/06/2018 3:05 PM
ivan9511 BUy must buy
Ivan startsapu
comfirm limit uppppppppppppppppppppppppppppppppppppppppppppppppppppppppppp
like my earn superman 100%
comfirm uppppppppppppppppppppppppppp
30/06/2018 2:45 PM
Underdog888 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
02/07/2018 6:29 PM
Aisha Hahahaha. Last time ntpm went up to 0.90
04/07/2018 11:30 AM
kiasu_trader very good chart now! way to 0.700 soon
19/07/2018 4:37 PM
kiasu_trader just bought 5000 lot at this hour
19/07/2018 4:42 PM
kiasu_trader very nice! lets move!
20/07/2018 9:23 AM
scalper Move!!!
25/07/2018 3:53 PM
John Angel good stock
29/08/2018 10:24 PM
Underdog888 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.
05/09/2018 4:49 PM
moneyfacetrader sold all already stagnant for too long.
with few bad factor which affecting second half profit.
07/09/2018 11:52 AM
moneyfacetrader 0 volume until lunch hour.
07/09/2018 11:52 AM
commonsense 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.
09/01/2019 2:54 PM
golddiggerboy Start looking at this counter. Their new production line for both Penang and Vietnam plant are commissioning now.
27/03/2019 4:07 PM
Underdog888 Really? Just know they spend 100 millions on upgrading their facilities in Vietnam, Bentong and Nibong Tebal since last year.
28/03/2019 10:01 AM
golddiggerboy 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.
28/03/2019 3:08 PM
enigmatic [Breaker of Speculative Investing] @MATB,
really 'superb' management.
they can turn such a durable business into this state.
08/04/2019 10:31 PM
8888_ 28 Lee See Jin 2,902,900 0.26
file:///C:/Financial/Financial/MediaPB%20AR18_Part%203.pdf
10/04/2019 9:47 PM
8888_ Any1 here know Lee See Jin personally? Why he become Media Prima top 30 shareholders?
10/04/2019 9:48 PM
YAPSS 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
10/04/2019 10:34 PM
8888_ Very competitive business even toilet paper daily necessity. Tesco, Econsave, theStore, Giant also produced toilet, tissue paper.
10/04/2019 10:41 PM
weng The revenue growth have been quite impressive over the years. But when will the profit follow??
25/04/2019 10:08 AM
Tripaka No profit, qr losses only.
26/06/2019 7:45 PM
RainT Revenue continue to grow throughout the years

but profit margin is on steep decline in these years
27/06/2019 12:39 PM
Tomatoman79 suddenly last minute 1 million share change hand.
12/07/2019 5:06 PM


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