Highlights
KLSE: NTPM (5066)       NTPM HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
0.60   -0.03 (4.76%)  0.60 - 0.635  3,988,800
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Overview

Market Cap: 674 Million
NOSH: 1,123 Million
Avg Volume (4 weeks):1,507,105
4 Weeks Range:0.59 - 0.635
4 Weeks Price Volatility (%):
22.22%
52 Weeks Range:0.49 - 0.87
52 Weeks Price Volatility (%):
28.95%
Average Price Target: 0.50
Price Target Upside/Downside: -0.10
Stamp duty exempted for year 2021

Financial Highlight

Latest Quarter | Ann. Date 31-Jan-2021 [#3]  |  19-Mar-2021
Next QR | Est. Ann. Date: 30-Apr-2021  |  30-Jun-2021
T4Q P/E | EY: 10.85  |  9.22%
T4Q DY | Payout %: 4.00%  |  43.37%
T4Q NAPS | P/NAPS: 0.4399  |  1.36
T4Q NP Margin | ROE: 8.15%  |  12.58%

Headlines

Date Subject
11-May-2021 PublicInvest Research Headlines - 11 May 2021
11-May-2021 Technical Buy - NTPM (5066)
06-May-2021 Daily Technical Highlights – (POHKONG, NTPM)
22-Mar-2021 【行家论股/视频】启顺造纸 拟涨价应对高成本
05-Mar-2021 Daily technical highlights – (NTPM, IGBREIT)
21-Dec-2020 【行家论股/视频】启顺造纸 盈利迎上涨周期
18-Dec-2020 Trading Stocks - NTPM
07-Dec-2020 [转贴] NTPM – 投资价值 - RH Research
12-Oct-2020 李斯仁做好现在‧启顺绿化未来
09-Oct-2020 NTPM HOLDINGS BHD (5066) - TURNAROUND or STILL SLEEPING?
02-Oct-2020 PublicInvest Research Headlines - 2 Oct 2020
02-Oct-2020 Mplus Market Pulse - 2 Oct 2020
02-Oct-2020 Stocks On Radar - NTPM Holdings (5066)
01-Oct-2020 NTPM Bhd - Turnaround Completed, Massive Growth Soon?
28-Sep-2020 Mplus Market Pulse - 28 Sep 2020
28-Sep-2020 PublicInvest Research Headlines - 28 Sept 2020
13-Aug-2020 【行家论股/视频】启顺造纸 明后年财测下修
03-Aug-2020 [Double N] NTPM: My Peers' Share Prices Reach New High, What About Me?
24-Jul-2020 Trading Stocks - NTPM
23-Jul-2020 (TapDance) Low Risk High Return (5) - NTPM

Business Background

NTPM Holdings Bhd is a consumer goods and paper company. The company, through its subsidiaries, operates in two segments, Consumer Tissue segment and Personal Care segment. The consumer tissue segment consists of facial tissue, toilet paper, kitchen towel rolls, and napkins. These products are sold under brands such as Premier, Royal Gold, Cutie, Soft Baby Wipes and Sanitizing Wipes. The personal care segment consists of feminine hygienic products, cotton products, baby diapers and incontinent products. These products are sold under brands such as Intimate, Diapex, Premier Cotton. The company generates most of its revenue from Tissue segment.
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  15 people like this.
 
sengtan Assuming Q4 eps is 1.0 cents which is very conservative, total eps for FY 2021 = 1.0 + 5.62 = 6.62 cents. Fair value = 0.062 x 20 pe = 1.24 . If more conservative fair value = 0.062 x pe 15 (arbitrary ) =0.93
20/03/2021 12:34 PM
icon2020 Will it be another MSM?
20/03/2021 2:42 PM
capital dragon icon2020. Chart looks alike. Thanks
20/03/2021 10:02 PM
Hiddendragem Gab up
22/03/2021 12:49 AM
cbkia4896 monday limit up
22/03/2021 1:13 AM
WB888888 Congratulation to all NTPM share holder......Paper industry is all making money. But remember to lock in profit when price if right. Cheer to NTPM
22/03/2021 9:21 AM
cbkia4896 TP rm1 ah ?
22/03/2021 9:26 AM
Newbeoz Lousy dividend - 0.008. Very stiff competition on paper products from China. Chech out Shopee.
22/03/2021 9:48 AM
WB888888 Price moved up and pull back is healthy. Pull back only have chance to move higher in coming day.
22/03/2021 10:36 AM
capital dragon Newbeoz the dividend is 0.8 sen. That is 0.8/65=1.2% which is better than saving account. I hope you can buy NTPM at low price.
22/03/2021 10:37 AM
Newbeoz Cannot compare to savings account lah. Why invest in shares and take so much risk for dividend lower than FD. Company making 200% profit yoy should be giving more reasonable dividends to shareholders.
22/03/2021 11:30 AM
cutie Half day show
22/03/2021 1:44 PM
icon2020 Because those bought at low price keep taking profit
22/03/2021 2:48 PM
capital dragon NTPM worth buying.
22/03/2021 4:38 PM
capital dragon Worth buying at 61 sen
22/03/2021 4:39 PM
kentrade888 NTPM’s net profit jumped by nearly 10 times to RM29.68mil in its third quarter ended Jan 31, 2021, from RM3.07mil a year ago, on lower material costs, higher average selling price, and a gain on disposal of a subsidiary.
23/03/2021 9:05 AM
kentrade888 【行家论股/视频】启顺造纸 拟涨价应对高成本
Nanyang Mon, Mar 22, 2021 08:19pm - 12 hours ago



分析:兴业投行研究

目标价:92仙

最新进展

启顺造纸(NTPM,5066,主板消费股)2021财年首3季累积净利,暴涨25.16倍至5807万令吉,上年同期净赚222万令吉。

累积营收则按年下跌3%至5亿6113万令吉。同时,该公司宣布派息每股0.80仙,除权日落在4月2日。
23/03/2021 9:07 AM
wkkht 第三季净利翻8.7倍 启顺造纸派息0.8仙
23/03/2021 9:38 AM
wkkht NTPM back on strong footing, thanks to Vietnam operations
TheStar Tue, Mar 23, 2021 10:10am - 4 minutes ago



Analysts believe NTPM is poised for an earnings upcycle.

KUALA LUMPUR: The share price retracement in NTPM Holdings Bhd may have been overdone as analysts believe its current valuation does not reflect the company’s improved fundamentals.

The stock closed at 62.5 sen yesterday, 26.5% down from its 52-week peak of 85 sen in December, despite the impressive boost to its net profit for the nine months ended Jan 31,2021.

Its core net profit of RM45.5mil for the nine months was up roughly 20 times year-on-year (y-o-y). The counter has been on the downtrend since mid-December even as it posted steady earnings, buoyed by lower raw material prices.

Notably, the markets seem to be ignoring the fact that the company is in a better position today with a stronger balance sheet. NTPM’s net gearing has moderated to 0.7 times from 0.96 times in financial year 2020 (FY20).

Note that losses from its Vietnam operation – which has dragged the group down with its losses from FY18-FY20 – have also narrowed significantly.

Analysts believe NTPM is poised for an earnings upcycle. While there may be concerns about the sharp surge in raw material prices since late 2020, which could lead to margin pressure, the company has introduced a price increase, which will take effect from May onwards, to mitigate the impact.

Management noted that any further rise from current pulp prices will be seen as a spike, with industry players putting up resistance – as a further rise would lead to operation losses.

That said, RHB Research believes NTPM is in a strong position to withstand the headwinds, given its market leadership in Malaysia.

The company has also made the effort to rationalise its business to ensure that it is in a stronger position as consumer markets pick up.

It completed the disposal of its toilet rolls and tissue manufacturing subsidiary for RM27.5mil last November as the firm has continuously incurred losses with little prospects of a turnaround in the near future.

Given the company’s stronger footing, the retracement in NTPM’s share price may have been excessive.

RHB Research, for one, believes the current valuation has priced in the downside risks. The research house has a “buy” recommendation on NTPM with a revised target price of 92 sen.

“Its current valuation (below five-year mean) should propel investors to refocus on the company’s fundamental improvements. This includes the sustainable Vietnam operation turnaround, demand recovery from the hospitality segment and contributions from new capacity, ” said RHB in a report.

Downside risks to its recommendation include a sharp rise in input costs and a later-than-expected turnaround in the Vietnam operation.

The company’s sales for the nine-month period declined marginally by 2.7% y-o-y to RM561.1mil, mainly due to the drop in tissue paper sales (-6.1%) as the away-from-home or hospitality segment was severely affected by the Covid-19 pandemic.
23/03/2021 10:17 AM
icon2020 Market sentiment is key factor now
23/03/2021 8:33 PM
Dontbullshit History average PE for NTPM was 20, how much for now?
23/03/2021 8:58 PM
CoolBull NTPM share price retracement overdone

https://www.thestar.com.my/business/business-news/2021/03/22/ntpm-share-price-retracement-overdone-says-rhb
23/03/2021 9:35 PM
Sweetchocalates https://www.bloomberg.com/news/articles/2021-03-24/toilet-paper-is-next-likely-victim-of-world-s-container-crisis?sref=4ZGeBqkb&cmpid=socialflow-twitter-business&utm_medium=social&utm_source=twitter&utm_campaign=socialflow-organic&utm_content=business
25/03/2021 2:01 PM
SetiaTropika https://www.orientaldaily.com.my/news/international/2021/03/26/400964
26/03/2021 3:07 PM
Start_0f_the_bull What does that means for toilet manufacturers if there is raw materials shortage?
27/03/2021 1:18 PM
sengtan It depends. If the manufacturer can pass on the high material cost to the consumer, then profit level could be maintained otherwise profit will drop. It all depends on market forces and whether there is any alternative to toilet paper of paper.
28/03/2021 3:43 PM
freddiehero yes the good tissue, nice
28/03/2021 5:32 PM
lching if the Suez Canal stuck longer, supply of pulp may be disrupted n NTPM will be able to raise price easily.
29/03/2021 11:58 AM
hwh1 Sampah
02/04/2021 3:34 PM
robertwts banker cuci finished? I think will be a good show in coming days... good luck
05/04/2021 9:55 PM
WB888888 NTPM will rebound once touch 0.585. Keep and collect at this range will have profitable return.
06/04/2021 6:35 PM
robertwts Today reach 585 lo
06/04/2021 6:57 PM
hwh1 Hi... can you share me the site to view pulp price?
07/04/2021 10:24 AM
capital dragon https://fred.stlouisfed.org/series/WPU0911

wood pulp site
08/04/2021 2:32 AM
Start_0f_the_bull NTPM makes one of the best quality with reasonable priced tissues in town. Go to grocery shops buy some and try it.
10/04/2021 12:59 PM
Start_0f_the_bull When lockdown persist more people buy tissue to keep. Reason? Unknown.
12/04/2021 12:34 PM
Dontbullshit DR TEOH TEIK TOE (a company director) acquired 100,000 shares at 0.600 on 06-Apr-2021.
12/04/2021 7:39 PM
lianhai1996 engine starts, this week not the week should be next week
13/04/2021 12:41 AM
lianhai1996 如果星期五位子能在0.61或以上直接hut9他
13/04/2021 1:02 AM
robertwts 没戏了
17/04/2021 8:28 PM
MakeitGrow I guess many investors worried about the increase in pulp price will affect their profit. But as smart businessmen, they will transfer the rise of raw material cost to end-user as their other competitors will do the same, right?
25/04/2021 10:27 PM
MakeitGrow Btw, this company gives dividend 0.8 every Q, if coming 4Q also declare the same dividend, the whole FY will be 3.2sen, equivalent to 5.3% DY.
25/04/2021 10:38 PM
CEDgain What happen? Big shark disposing.
26/04/2021 9:24 AM
robertwts Noob shit counter ...
29/04/2021 1:16 PM
MakeitGrow Excerpt some main point from the interview of NTPM group chairman and managing director Lee See Jin by STAR reporter David Tan:
1. NTPM is aiming to increase their productivity by 20% annually to cater to the growth of demand globally
2. NTPM already secured orders from NEW customers in the US, UK, and Australia.
3.The new value products we plan to add will cushion us against the impact of higher production cost
4.Increasing the Ho Chin Minh City plant tissue output would help the company break even in Vietnam in FY22
5. Huge potential in the Vietnam market, tissue paper consumption per capita in Vietnam was growing at 5-10% per annum.
6. Our 9-months PAT (58mil) is already better than the entire FY20(8.9mil).
Full report please read today STAR.
30/04/2021 11:52 AM
MakeitGrow Buying a stock is buying a company's future, esp. their profitability in the future. One of the measures is to see the demand for their core product in the future. According to Mordor Intelligence in its report "Tissue Paper Market-Growth, Trends, Covid-19 Impact, and Forecast(2021-2026)", the global tissue paper market is expected to grow at 6.45% annually from 2021 to 2026.
30/04/2021 12:03 PM
lxx9328 NTPM show is back. Getting ready. This round may be real already.
04/05/2021 6:13 PM
robertwts What show? Joker show? Everyday stuck at 6 floor ... shit counter ... no movement
07/05/2021 7:55 PM
lxx9328 NTPM was pressed down by big shark to force small fish run away on last Wednesday. Thursday price bound back. Friday price stay above 0.60 support. Chart is looking good and should expecting price move upward. Let hope something good to be happened on next week
08/05/2021 1:03 PM
Woodswater https://finance.sina.com.cn/stock/usstock/c/2021-05-09/doc-ikmyaawc4166601.shtml

wakakakaka
09/05/2021 5:03 PM


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