Highlights
KLSE: TOMYPAK (7285)       TOMYPAK HOLDINGS BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
0.89   +0.015 (1.71%)  0.86 - 0.89  3,401,900
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Overview

Market Cap: 383 Million
NOSH: 430 Million
Avg Volume (4 weeks):4,994,909
4 Weeks Range:0.685 - 0.945
4 Weeks Price Volatility (%):
78.85%
52 Weeks Range:0.30 - 0.945
52 Weeks Price Volatility (%):
91.47%
Average Price Target: 0.41
Price Target Upside/Downside: -0.48
Stamp duty exempted for year 2020

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2020 [#2]  |  18-Aug-2020
Next QR | Est. Ann. Date: 30-Sep-2020  |  28-Nov-2020
T4Q P/E | EY: -43.51  |  -2.30%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 0.4182  |  2.13
T4Q NP Margin | ROE: -5.41%  |  -4.89%

Headlines

Date Subject
21-Oct-2020 塑料包装公司受看好 多美包装WA涨幅超母股/温世麟
20-Oct-2020 Stocks on Radar - Tomypak Holdings (7285)
18-Oct-2020 TOMYPAK - A Turnarund Thematic Play
15-Oct-2020 [转贴]《十问十答系列》- TOMYPAK(7285),多美包装苦尽甘来! EP2【第2集】 - Harry Teo
13-Oct-2020 Trading Stocks - Tomypak
29-Sep-2020 Stocks On Radar - Tomypak Holdings (7285)
21-Aug-2020 [Humbled Investor] How Do You Calculate TP For Tomypak
19-Aug-2020 Tomypak Holdings Berhad - Return To The Black
06-Aug-2020 Stocks on Radar - Tomypak Holdings (7285)
13-Jul-2020 PublicInvest Research Headlines - 13 Jul 2020
19-May-2020 [转贴] [TOMYPAK HOLDINGS BHD:截至2019年12月底,两家工厂的合理化工作已基本完成,Tampoi工厂仅有制袋生产线,金属化生产线和CPP生产线仍在运营] - James的股票投资James Share Investing
16-Mar-2020 塑胶包装业前景如何?
12-Mar-2020 PublicInvest Research Headlines - 12 Mar 2020
02-Mar-2020 Tomypak Holdings Berhad - Loss Making FY19
27-Nov-2019 Trading Stocks - Tomypak
26-Nov-2019 Technical Buy - TOMYPAK-WA (7285WA)
26-Nov-2019 Daily Market Update - 26 Nov 2019 (TOMYPAK, SCICOM)

Business Background

Tomypak Holdings Bhd is the manufacturer and seller of flexible packaging materials, polyethylene, polypropylene films and sheets in Malaysia. The company’s operating segments include Local market and Export market. The Local market segment relates to sales within Malaysia. The export market covers sales to overseas customers of South East Asia. Its product includes Premium packaging, used for packaging powdered beverage, High barrier metalized packaging for packaging seasoning and powdered beverage, Hot fill packaging, for packaging mayonnaise and sauces, General packaging, used for packaging confectionery, instant noodles and snacks, and Specialty, used for packaging pet food and detergent. The company generates maximum revenue through the overseas market by exporting its products.
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  4 people like this.
 
kedahman7968 @ ken..Tomorrow fly?
18/08/2020 8:12 PM
S_ken Short term not sure how high it will goes but what we can see from the qr is that the coming quarters this company will keep on earning more. :)
18/08/2020 8:22 PM
kedahman7968 @ken...noted. Thank you very much.
When the report will announce?
18/08/2020 8:25 PM
Warren Chan alrd out today. 4mil PAT
18/08/2020 9:07 PM
soros228 Warren result good. TP pls
18/08/2020 10:12 PM
W16Y Based on earning margin % = 19%
EBITDA approx 9m ... minus depreciation +- become nett

Not bad performance during MCO.

Based on the logic, the only reason the% is good because of lower resin & also efficiency (customers should be giving more orders ahead during this period ) they able to have more long run orders to achieve better cost efficiency.

But looking at announced revenue is only 47m+ ...
Hence believe more orders were printed and only delivered after June. Should be more forward sales from overseas too as it report 33m+ .
Revenue should be coming more in coming Qs.

As reported by executive director, is was only running at 30% capacity. Previous expansion expected capacity to achieve approx 130m-150m revenue a quarter.

Any potential Oversea buyer that can come in to take a major stake & fill up the future capacity . Will be a Big turnaround . ( European and other countries might be facing operating difficulties and unable to deliver based on demand as they facing control issues and lockdown) . This will be an ideal place for them to run their packaging . Cheers
18/08/2020 10:37 PM
kedahman7968 Thanks @chan.
Hope tomorrow up more, my price at 0.835
18/08/2020 10:42 PM
Davidl Share price alr up a lot b4 QR so it should drop below 80cts for a healthy correction.
19/08/2020 12:59 PM
stan20 @Davidl When is Tomypak's QR? September ?
19/08/2020 9:09 PM
chkhooju QR already released. EPS 0.96¢.
19/08/2020 9:14 PM
OldOldhorse Anyone attended the AGM on Wednesday ? Heard the board was under pressure to perform in coming Qs.
Heard that ED discloses the order book till date achieved 88% of last year revenue . It was minuted and expecting better coming Q3 & Q4
21/08/2020 11:12 PM
Steve Ooi Interesting
Buy some
24/08/2020 5:32 PM
OldOldhorse Chairman did mention to bring back those Quarters that pay good dividend . Their policy was minimum 40% of earnings.

Look at Q2 figures , they should be able to generate better EBITDA & NP in coming Qs
24/08/2020 8:26 PM
Winnerwinner Best fiery AGM ever. Everyone MD, ED, BOD brought to task for the straight 4 years of sales and profit decline from 2016-2019. They were told not to give the same old excuses given for those years - shifting, alignment, one year is lost international customer, another is lost local customer. For the same period Daibochi, a benchmark as it is a Tier 1 FPP continued to grow at around 4% year after year and franked out dividends every year.


Every year in the Chairman's report from 2016- 2019 there is a statement that the BOD recognise the performance is below expectations. Every year under Prospects, BOD said the immediate year will be better. This year, the mew Chairman wrote that the 2019 loss was unexpected. We'll, simply put, KPIs not met and some people did not do their job while drawing salaries. TP management and BOD only gave sheer excuses for inept performance of the ED and MD. and The BOD sat for board meetings every quarter for 4 years and watched the decline year after year.


Many contentious issues brought up. Wont go into it here. It will be interesting how truthful reporting will be for such a fiery AGM. Wait for Key Matters Summary done and posted in their website. Dirty linen must be washed in public before those sitting in the drivers seat realise they have failed the shareholders in their fiduciary duties.

Nevertheless, as a consequence of COVID19 where demand for flexible packaging has picked up, TP will be a beneficiary of the pandemic that has rocked the world. At least for the short term. In the long term, there will need to be an overhaul of Key Management to people who understand how to work with new machines, technology and has the leadership to build new teams and get new business

If you didn't go to this AGM, you would have missed one of the best AGMs ever. At the start of the AGM the MD roared at one shareholder who asked that the Key Management be replaced in view of the failure to deliver profits continuously. The MD said while pointing a finger at the young shareholder- you go and buy more shares, then come and sit in my chair as MD, turn around the company and I shall enjoy the profits as I am a substantial shareholder

However the MD was promptly put in place when another shareholder stood up and repriminded the MD that shareholding has nothing to do with the MDs post. Anyone with the right qualifications and experience can become the MD without holding a single share. MD promptly shut up. By the end of the AGM and with all his other misdemeanours pointed out he was slouching in his char quiet as a mouse. It shows the mentality of the MD when he equates the MD post with his shareholdings!

All in all a damn good meeting and everyone sitting in front deserved what they got reprimanded for. This company has potential to fly if there is an overhaul in thinking and management of the company's assets. Let us see what is the outcome. Don't forget to read the Key Matters discussed when it is posted in their website - goodness knows when as it is the most difficult and embarrassing summary a company secretary has to make

Good show shareholders.MD, ED, BOD all kena kau2 in public and minuted.
From now on , it should be Go Tomypak Go !
25/08/2020 11:29 AM
OldOldhorse https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/flexible-packaging-market-valued-usd-142100421.html
28/08/2020 1:09 AM
Steve Ooi something's brewing, before its too late.
Buy, it is running away while you guys are busy doubting

For those who attend AGM should know something and keep to yourself, I saw Harry Zai.

"Our revenue will back to our glory day"
28/08/2020 10:29 AM
Davidl Double top seems to be formed based on TA.
28/08/2020 12:09 PM
S_ken Lets see if this company earn more and more in the coming quaters
04/09/2020 5:05 PM
Latte123 https://www.enanyang.my/node/350720
06/09/2020 3:48 PM
New994 Y everyday ESOS, how many ESOS they have..
15/09/2020 2:24 PM
W16Y https://focusmalaysia.my/business/packaging-manufacturer-benefits-from-pandemic/
20/09/2020 12:25 AM
W16Y https://www.bangkokpost.com/business/1989151/scg-packaging-seeks-to-raise-up-to-b39-5bn-in-ipo
28/09/2020 6:04 PM
St0000ck https://www.plasticstoday.com/resin-pricing/weekly-resin-report-processors-face-thinning-supplies-and-escalating-prices

It has been a month since Hurricane Laura ravaged Louisiana, but it continues to have an impact on resin trading, as heavy demand from both processors and resellers came up against insufficient supplies caused by production disruptions. Area resin plants remain without power and are unable to restart for another couple of weeks, possibly longer, reports the PlasticsExchange in in its weekly Market Update.

Prime resin availability, especially polypropylene (PP), dwindled further. Consequently, many buyers have become more flexible in their sourcing requirements — suddenly, good off grade does not look so bad. PGP monomer contracts rolled steady and PP contracts disengaged from their lock-step correlation to these upstream costs, as a $0.03/lb margin-enhancing increase finally — and deservedly — took hold this month. Spot polyethylene (PE) prices trudged another penny higher, as producers implemented their September $0.05/lb increase, the fourth in as many months. Another nickel uptick looms for October. 

PP demand was heavy and sourcing was difficult amid force majeure–fueled scarce supplies, sending spot PP prices up another two cents. They were generally well above contract levels, which are also rising. Prime PP railcars remained absent from the secondary market and buyers competed for good off-grade material. Some low-quality railcars sold into compounding. Resellers provided some prime liquidity from their warehoused inventories and buyers in need scooped up all seemingly good deals: Homo-polymer PP 12, 20, and 35 melts flew off the shelves; some Prime Raffia remained.
05/10/2020 5:10 PM
St0000ck Noticing the price movement of lctitan and tomypak, i can safely assume tomypak will be challenging its new resistance in these few days. Tomypak broke its resistance today, the technical chart is still uptrending. Volume is surging into these counter. No buy-call advice. Please do your research before entering.
05/10/2020 5:13 PM
W16Y http://www.tomypak.com.my/AGM%20Minutes%20With%20Key%20Matters%202020.pdf

Q12 : The sales are recognised when the products are delivered / transferred to customers. In addition, finished goods produced according to orders received (but not delivered) as of quarter end will also be recognised as revenue to be in line with the accounting standard, MFRS 15, effective from 1 January 2018. Thus far, based on the actual to-date amount, the Company has achieved about 88% of last year turnover. The Management strongly believes that the turnover would improve this year as compared to last year.


88% of rm158m sales = 139m done as per 18/8/20
Q1+Q2 = rm80m sales reported.
Half of Q3 = rm59m In hand .
Full Q3 projected at least rm80m ?
59m already will be record breaking quarter .
80m ? Will be a huge turnaround.. NO wonder MD been buying aggressive for past 12 months.

Based on the ratio of Q2 , 47m turnover EBITDA reporter is Rm9m = the profit margin = 19% +-

Assume they achieve 80m x 19% = rm15.8m EBITDA

Minus depreciation & miscellaneous.
NP can be easily rm10m

Worse case rm59m reported . They recognized 60m for Q3 EBITDA = rm 12.8m - depreciation = NP rm7.5-8m in hand .

This should be the minimal profit ... & will be a recording breaking Q . Finally turnaround for the company after 8Q of failure ( MD confidently Selling of his money making Johortin & increase stake in this company)

Will be interesting Quarter .... Unless the Information provided by ED at AGM is false or misleading . Well , let's see ...
11/10/2020 1:45 AM
hoot9eonly Sit on boat. Hopefully fly high high.
14/10/2020 5:07 PM
14/10/2020 5:18 PM
St0000ck https://www.youtube.com/watch?v=i90byygGgdI
14/10/2020 5:57 PM
St0000ck i think this will be the turnover star of the year
14/10/2020 5:58 PM
New994 Broke 52 weeks new hgih!
16/10/2020 10:03 AM
limiklimik Fly Tomy, Fly
16/10/2020 10:26 AM
New994 Too strong!!!
16/10/2020 10:52 AM
gdrgnz break the cup.the depth is marvellous!!
16/10/2020 12:42 PM
Timercheng Break out bro!
16/10/2020 2:57 PM
Timercheng Look like coming
16/10/2020 3:02 PM
tahong I think Monday more than ! buck
16/10/2020 3:09 PM
Anaconder J-hook breakout in the making
16/10/2020 4:10 PM
Anaconder Monday shoot up
16/10/2020 4:35 PM
Anaconder break out of long consolidation
16/10/2020 4:36 PM
Anaconder Gap up on monday likely
16/10/2020 4:40 PM
New994 super good day for tomy on Friday
16/10/2020 4:51 PM
Eric6790 Harry promote this counter on his live
17/10/2020 2:41 AM
RockerArm Breakout, strong buy
19/10/2020 11:44 AM
New994 wont see below 1 in near future!
19/10/2020 12:45 PM
Davidl Strong uptrend!
19/10/2020 12:53 PM
mrmeow Take note on DAIBOCI too, packaging company, SCIENTEX management today high volume comes in
19/10/2020 1:27 PM
New994 Yes correct, daibochi is in the same industry and same products as tomy. Daibochi will catch up?
19/10/2020 1:34 PM
BursaGemAnalysis https://klse.i3investor.com/blogs/Tomypak/
19/10/2020 9:23 PM
W16Y https://www.klsescreener.com/v2/news/view/741709
21/10/2020 12:23 AM
lloydlim Let's see how's the price move...
21/10/2020 7:34 PM


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