[TOMYPAK HOLDINGS BHD：截至2018年12月底，他们在Senai工厂安装的大部分新设备已经完成并投入使用，包括最新的印刷生产线，8-colour flexo printing生产线及其辅助制袋生产线]

这季：
多美包装于回顾季度录得税前亏损860万令吉，而去年则为税前亏损400万令吉。然而，由于确认税项收入及递延税项资产，多美包装能够将税后亏损减少至410万令吉。

十二个月回顾：
一些现有和新的国际和本地客户的销售额增加，部分缓解了收入的减少。由于2017年第四季度以来实施的转型战略以及更多业务从Tampoi工厂转移到Senai的新工厂，工厂运营成本的降低部份抵消了原材料成本的增加。由于确认税项收入及递延资产，多美包装能够将税后亏损减至190万令吉。

对比上一季度：
由于本季度销售额下降和原材料成本增加，本季度外汇损失，利息和税收前损失为830万令吉，而上一季度的利润为190万令吉。

前景：
截至2018年12月底，他们在Senai工厂安装的大部分新设备已经完成并投入使用，包括最新的印刷生产线，8-colour flexo printing生产线及其辅助制袋生产线。随着这些设备的安装和运行，扩建计划所设想的所有主要新设备都在2018财年末到位。

与此同时，多美包装已开始合理化两间工厂的生产设备，并已从Tampoi工厂搬迁及重新安装两条印刷线及两条层压线至Senai工厂，并于本财政年度第3季度及第4季开始商业营运。移动额外印刷和层压生产线的合理化计划的第二阶段将于2019财年第一季度开始。

2019财年的重点将是通过招聘更多经验丰富的销售人员来改善销售和营销活动，以及提高运营效率，特别是在降低原材料消耗成本方面。公司人力资源转型计划的实施，通过雇用本地人（技术合格的操作人员），减少了外籍工人的雇用，目前正在进行良好的发展，在过去12个月有90多名新的文凭，学位和硕士学位的人员负责运营，规划和质量控制活动。该计划开始取得积极成果。

同时，他们进一步加强了公司的营销力度，以确保更多的本地和国际客户，并已开始在各个目标国家识别和任命销售合作伙伴，以利用这些销售合作伙伴打开各自国内市场。他们招募了一支新的销售和营销团队来补充现有团队。虽然上述所有活动均在进行中，但董事会谨慎相信多美包装的表现将继续改善。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.25 in 3 months 6 days, total return is 56.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.23 in 8 months 21 days, total return is 54.7%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.965 (dividend RM0.015) in 7 months 10 days, total return is 37.1%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.77 in 1 month 28 days, total return is 33.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 27 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.33 (dividend RM0.0375) in 5 months 8 days, total return is 25.3%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 2 months 23 day, total return is 15.3%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.62 (dividends RM0.02) in 5 months 21 days, total return is 14.7%

i) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 2 days, total return is 14.4%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 4 months 4 days, total return is 11.4%

k) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 8 months 21 days, total return is 4.3%

我希望将我的策略分享给读者，希望他们在阅读后能够表现出色。我正在使用基本面分析（Fundamental Analysis）：

预计公司每年的增长率必须> 14％

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人，可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
时间：11a.m. – 7p.m

日期：4月21日星期日
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日期：4月28日星期日
地点：Silka Johor Bahru Hotel, Johor Bahru (包括免费点心，茶和咖啡)

日期：5月26日星期日
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有兴趣的朋友，可以电邮或PM FB page联络我
email：jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频，制作了索引。大家只要依照日期，就能从这 
https://web.facebook.com/jamesshareinvest/posts/2218984575034951 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接，大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

这个分享纯属讨论以及领域的分析，买或卖自负。请Like和Share这个post。最终决定永远是你的，谢谢。

James Ng
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[TOMYPAK HOLDINGS BHD: at the end of December 2018, the installation of most of their new equipment in their Senai plant was completed and operational including the last new printing line, a 8-colour flexo printing line, and its ancillary bag making line]

Quarter Review:
The Group recorded a loss before tax of RM8.6 million for the quarter under review, while last year was loss before tax of RM4 million. The Group however was able to reduce the loss after tax to RM4.1 million arising from the recognition of tax income and deferred tax assets.

Twelve Months Review:
The decrease of revenue were partially mitigated by increase in sales to some existing and new international and local customers. The increase in raw materials costs was partially mitigated by reduction in factory operational costs as a result of the transformation strategies implemented since the fourth quarter of 2017 and as more operations were moved from the Tampoi plant to the new plant in Senai. The Group was able to reduce the loss after tax to RM1.9 million arising from the recognition of tax income and deferred assets.

Against preceding quarter:
As a result of the decreased in sales and an increase in raw materials costs in this quarter, the loss before forex losses, interests and tax was RM8.3 million for this quarter as compared to a profit of RM1.9 million for the preceding quarter.

Prospects:
As at the end of December 2018, the installation of most of their new equipment in their Senai plant was completed and operational including the last new printing line, a 8-colour flexo printing line, and its ancillary bag making line. With these equipment installed and operational, all major new equipment as envisaged under the expansion program were in place by end FY 2018.

In the meantime, the Group has commenced the rationalization of the production equipment in the two factories and have since moved and reinstalled two printing lines and two laminating lines from Tampoi factory to the Senai factory and has commence commercial operation in Quarter 3 & 4 of this financial year. The second phase of the rationalization plan of moving additional printing and laminating lines will commence in the first quarter of FY 2019.

The focus for FY 2019 will be on improving sales and marketing activities with the recruitment of additional experienced sales personnel, as well as improve operational efficiencies, particularly with regards to reduction in cost of raw materials consumed. The implementation of the transformation program of the Company’s human resources whereby they have reduced the hiring of foreign workers by replacing them with locals but more technically qualified operational staff, is progressing well with over 90 new diploma, degree and master holders employed for operational, planning and quality control activities, over the past 12 months. This program is beginning to bear positive results.

Meanwhile, they have further intensified the Company’s marketing efforts to secure more local and international customers and has already commenced the process of identifying and appointing sales partners in various targeted countries to tap the respective domestic markets of these sales partners. A new team of sales and marketing team has been recruited to supplement the existing team. Whilst all the above activities are in progress, the Board is cautiously confident that the performance of the Group will continue to improve.
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James Ng Stock Pick Performance:
Since Recommended Return:

a) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.25 in 3 months 6 days, total return is 56.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.23 in 8 months 21 days, total return is 54.7%

c) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.965 (dividend RM0.015) in 7 months 10 days, total return is 37.1%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.77 in 1 month 28 days, total return is 33.9%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 in 2 months 27 days, total return is 29.5%

f) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.33 (dividend RM0.0375) in 5 months 8 days, total return is 25.3%

g) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.98 in 2 months 23 day, total return is 15.3%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.62 (dividends RM0.02) in 5 months 21 days, total return is 14.7%

i) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.19 in 2 months 2 days, total return is 14.4%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.38 (dividend RM0.035) in 4 months 4 days, total return is 11.4%

k) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.45 (dividend RM0.01) in 8 months 21 days, total return is 4.3%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2218984575034951 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng