Got ink. :)

Posted by 稻田·* 片片绿青~粒粒芳香 > Jun 7, 2017 03:55 PM | Report Abuse

alex: 机会不是留给有准备的人。。。。 机会是需要被创造的。。。。。

Aiyoooo....sell when personal target price hit, correct? haha.

Kim Yi Chia pc_fa... u target?... when can sell

06/06/2017 19:21

Aiyoo.....I very lucky to be here to learn from all of you. haha.

pc_FA @ozzie75, You're too humble :P I'm believe you are experience and intelligent investor as well :) Glad can discuss and change opinion with you. Sharing is caring ^.^

07/06/2017 10:04

The ESOS was extended prior to the split and bonus and at that time the prevailing market prices was higher than the 147-150/share and which was deemed to be extended at a discount of prevailing higher market price range.

leslieroycarter Why ESOS priced higher at 147-150/share...?

07/06/2017 11:18

The increased liquidity and market participation is not necessarily a bad thing. Dips (if any) present buying opportunities for folks who believe in tomypak.

The blessing is: pc_FA is going monitor all upcoming financial report (or announcements? haha!) and noob like me stand to benefit and learn from him (or her?) through his (or her?) subsequent sharing. Haha! Yeah!

pc_FA @hero666, I will monitor closely all upcoming financial report. Again I will sold out if the financial result turn bad or worse than my expectation or I find a better stock to invest :)
"Patient hold till Dec 2018" just my initial investment goal if everything (expansion plan) run smooth.

06/06/2017 17:05

hero666 @pc_FA, lately trading pattern had obviously changed so much, it can be observed trader flowing in with high trading volume, whats ur insight on this aspect?

06/06/2017 15:20

Good parent. Good on you, leslieroycarter.

leslieroycarter Still 250 b4 split n bonus.....real strong though in a depressed market. Yes , will keep it for my children .

01/06/2017 11:52

Can you help us to 'keep it UP'? Rocket UP is certainly welcome. :)

BursaMice Have a good start for tomypak after split and bonus issue. Keep it up :)

01/06/2017 11:02

Have a good start in June, folks. :)

Touched 1.80. Hope all's well.

Tan Ah Yon cross finger hard hard later dnt break 1.8 if not i need jump river

31/05/2017 12:06

Aiyooo..people analyst standard I wet market standard....cannot lah. Later laugh die Mr Fool, how? Get charged for murder leh. He can write anything he wants lah, freedom of speech, say he can make people hard to make loss also can. hahaha...

pc_FA @ozzie75, perhaps can try to email to Mr Fool and bcc me :P

30/05/2017 17:15

Lai lai lai...don't say I anyhow pom and smoke people. Extract from the Chairman's statement in the annual report of 2016:

"Your Board is of the view that the flexible packaging industry, widely acknowledged as one of the fastest growing segment in the packaging industry, has much more growth opportunities in store. This is due to the heavy consumption of packed food and beverage, and the changing lifestyles expected over the next five years, particularly in the Asia-Pacific region, a region which has
been predicted to be the fastest growing region in the world for consumption of packaging materials.

The first phase of Tomypak Group’s preparation to meet this expected growth was in the development of the new facility in Senai, Johor, which will be the new headquarters of the Tomypak Group....." >>> Don't be lazy. Invest in stocks don't read annual report how can. Go read ah..good boy/girl. haha...

Aiyooo...I just see see look look and try to think simple. Simple minded view, don't trust ah. Last time never study hard so learn all from Google and Youtube. :( Not like that CIMB Mr Fool, can write analyst standard.

By the way, I am not slamming Daibochi ah. I think hor, both companies ok de. They also smart, go overseas partner with local party to co-share their risk.

But Tomypak management still boleh. Invest in home ground, support Malaysia. Boleh!

I think they recognise the importance of overseas diversification, and as noted in their recent annual statement the new plant is to better equip themselves in both capacity and ability to tap the foreseeable growth in flexible packaging within the Asia Pacific region, in the next 5 years, inferring that they expect their business growth to be driven regionally and less locally. The mode of expansion between Tomypak and Daibochi is different, the former having their expansion within local ground, whereas the latter having their expansion overseas in Myanmar in collaboration with a local partner, nonetheless both initiatives serve the same objective of promoting business growth, whereas Tomypak mode of expansion promotes reinvestment in home ground and probably enable better control of operations since it is afterall, home ground, and probably more able to control product quality. Who knows?

Haha.

hero666 @pc_FA , jz doubt that how far tomypak could goes if heavily dependent on local demand, daibochi had seen its movement into foreign market ... hope tomypak could step up their game in this aspect

30/05/2017 16:21

pc_FA @hero666, The fact is the revenue from export market (53%) contribute more than revenue from local market (47%)

30/05/2017 16:33

After bonus and split still can buy mah. haha.

leslieroycarter Last chance to buy b 4 ex

30/05/2017 12:20

That's normal. Afterall it's hard earned money. :) Chill. Thanks for all the sharing, and keep sharing.

thinkfirst @ozzie75 no , if down I also feel the pain ha ha

29/05/2017 19:20

You have interest insight on leweko, thinkfirst.

@pc_FA: Given its defensive fundamental, i think it's gonna be ok

I am enjoying this forum. Have a good weekend, folks.

For housekeeping purpose, I deleted that long post since the link to the CIMB report is workable. Thanks, equitydiary. :)

Share peanuts only. Becoz I peanut understanding, know little nia. :(

I share only yah....not promote. Want promote go supermarket work as promoter to promote. hahaha

aiyoooo....I share with Ndrew leh..not you. thank me for what? hahaha.

Ok lah, give you a like for being a good boy here.

pc_FA Thanks, ozzie75 :)

26/05/2017 11:40

home?preview=CIMB+MidS+Scheme.pdf

Ndrew: go to dropbox site, copy the above and paste it after the dot com forward slash.

Hope it works for you. Good Luck!

Bugger...cannot post the entire link here..haha

BO? Body Odour?

I suggest you modify his name a bit by adding an 'L' at the end of his surname. Hopefully that makes you feel better. Chill, yah?

rocky77 Stupid CIMB Nigel Foo!!!

25/05/2017 16:44

Thank you for the detailed explanation, pc_FA. I learnt once again. :)

Thanks for sharing the above, R40s.

Congrats, 十强

Your hello Kitty very pinky and cute. :)

Posted by 十强 > May 25, 2017 09:04 AM | Report Abuse

go my facebook see, if u want prove

https://www.facebook.com/shiqiangwuzhe

Taper? Subsidiary?
Aiyoyoyo...cybergreen..

Taper means to diminish gradually leh..you mean Leweko will soon diminish gradually in china market with new China subsidiary? You curse the company ah? Aiyooo...management work very hard leh. Encourage lah, dont curse like that, can?
Then hor... china subsidiary? You mean the 25% that Dura went into in China ah? I think hor..51% of 25% is 12.75%....subsidiary? Zun bo? Any MIA accountants here to advise ah? aiyoyo..

cybergreen Leweko will soon taper china market with new china subsidiary.
24/05/2017 22:23
24/05/2017 23:06

Basically the company is going through a fundamental detox and rationalisation, as indicated by the financial hits of discontinuing non-performing operations, business collaborations with foreign parties etc. If a foetus take months to grow into a baby, transformation would take time. Deliver the results, management, and the acknowledgement would be made known to you via share price. :)

The financial impact of the transaction is likely to be impounded into the next qtr results ended 30 june 2017.

cybergreen Leweko wishes to announce that the Sale and Purchase Agreement pertaining to the Proposed Disposal has been completed on 12 May 2017
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5426401

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5436873

@abcb: Been a while since good old IFCA days. Hope all's well. :)

Posted by abcb > May 24, 2017 12:08 PM | Report Abuse

RSI hit over 90% it mean heavily over bought and over price
Try to take handsome profits before its share price to dive down anytime

TOMYPAK’S first quarter 2017 revenue was up 4.9% year-on-year, while net profit growth rose by a surprising 80% year-on-year to RM6.3mil.
1. So is a good comment?

Earnings before interest, tax, depreciation and amortization (ebitda) margin was a strong 18.9% compared with 16.9% in the first quarter of 2016 because of lower cost of production.
2. So is a good comment?

“The higher first quarter 2017 ebitda margin was a positive surprise to us as its peer Daibochi Plastic indicated that average raw material prices rose by around 10% year-on-year in the first quarter,” said CIMB Research.
3. So is a good comment?

Given the completion of the new factory in Senai, Johor, the research house said Tomypak expected the group’s annual production capacity to rise by 80% to 35,000 tonnes annually.
4. So is a good comment?

“We believe it should not be easy for Tomypak to fill additional capacity, given weak domestic consumer sentiment, which would indirectly negatively affect domestic demand.
5. More than half of their revenue (slight), approx. 53% are attributed to export sales. The management had clearly indicated their moving forward focus is in, particularly the Asia Pacific region, where 'it is predicted to be the fastest growing region for consumption of packaging materials', and the new plant was to gear the company adequately to tap this regional growth....and not in anticipation of domestic demand as 'particularly misunderstood' by CIMB?

“In our view, Tomypak must focus on raising export revenue to fill the new factory’s production capacity of new factory and may have to sacrifice margin to this end.”
6. Per 5 above...and so long the production capacities are efficiently utilised and the management delivered reasonable pay-backs and returns to shareholders, what's the issue? cut price to gain a larger market pie any problem?

CIMB Research said Tomypak’s net debt was RM8.7mil or 0.05-times net gearing at end-March 2017.

“Most of the proposed RM80mil capital expenditure (capex) for the company’s first phase expansion was funded by the rights issue in 2016 that which raised around RM54mil proceeds.

“The rest of the capex was funded by internal borrowings.
7. Why pay interest to the banks when the collective owners can fund the capex and entitle themselves to a stream of subsequent dividends?

Even after the capacity expansion exercise, Tomypak’s net gearing was healthy at 0.05 times at end-March 2017
8. Healthy gearing. You said it, whoever it is from CIMB.

Conclusion: Don't know what you are driving at, CIMB Research. Oops.


Littlefield This CIMB Nigel Foo's analyst research report can be ignored, he is either dont understand the strong fundamental company of Tomypak or he might one of the syndicate want to push down the price to collect. Fund manager is started collecting Tomypak. Ignore Him.

24/05/2017 10:30

R40s This CIMB's analysis seems quite unprofessional and quite prejudice against Tomypak. The Q1 Report page-11 clearly explained on how is the performance of this Q, both on Q-o-Q and Y-o-Y basis. The analyst simply turned a blind eye on these Company provided information, and ignore thefact that the new factory has already started production last month which will beef up their bottom lines in the next Q results.

He is also sceptical about the new factory's doubling their total capacity, without considering the fact that it only have 5000 tons capacity as of now, which should not be so difficult to fill up with new orders. The 35000 tons planned capacity will be installed gradually as the new demand pick up... The Company management are highly experienced in this Consumer-related industry, they know what they are doing.

24/05/2017 00:32

pc_FA I believe they might wanna create panic sell. Who knows they collect secretly? Time and financial result will prove the fact. This so called analysis research report just a joke for me. It seems like professional and it looks like professional but it is NO. Don't forget latest financial result shown increase in demand on both local and oversea market. Provided lower tax rate 16%. It will definitely given better net profit margin.

24/05/2017 01:14

Wow. that's 30% of the traded volume as at now. Market maker, huh?

Bursa Wolf i bought around 100k leweko-wb today, thanks for the seller

24/05/2017 10:33

Interesting chat here. Thanks for sharing.
The company seems to be in reshaping mode, rationalising its resources probably for more viable business activities. At least they are doing something better than nothing and wasting shareholders' funds. Hopefully they value add to their investors, moving forward.

I don't anyhow 'goreng' people. Honest opinion.

For you, is always a LIKE.
Don't worry, I am straight. :)

We don't live a life for others, bro. Cheers. With you. :)

@rocky77: I think your favourite CIMB character is (probably) in action once again. Hahaha..CIMB research

http://www.thestar.com.my/business/business-news/2017/05/23/analyst-reports/

Analyst's opinion is better off treated as a side and not main dish. Chill, rocky77.

rocky77 That joker Nigel Foo been issuing sell call to tomypak! Stupid!

22/05/2017 16:04

Got your point, rocky77. That is quite a dated article commented by Nigel Foo, and should have no bearing to the current Tomypak.

@leslieroycarter: rocky77 is basically mocking Nigel Foo for the comments made in the old article. I don't think he/she has the intent to mislead others. :)

See below extract from the article:

The research firm’s analyst Nigel Foo said Tomypak’s higher profit which is not backed by revenue growth is “unusual”.

“Management attributed the profit recovery to production efficiency and better cost control,” he said.

“If we stripped out the RM1.6 million reversal of slow moving inventory, 1QFY15 core net profit is RM4.2 million, 24% lower than the reported RM5.3 million net profit,” he added.

Foo also said since mid-2013, Tomypak’s quarterly revenue has been on a downtrend and therefore, the sharp increase in profit margin since the third quarter of financial year 2014 (3QFY14) results was “surprising.”


leslieroycarter http://www.theedgemarkets.com/article/tomypak-down-286-despite-sharp-jump-profit?type=Markets
Reported in May 29 , 2015 , my friend ....pls do not misled others.

22/05/2017 11:00

Thanks for the sharing, folks. :)

Have a look at fibre polymer concrete. :)

Bursa Wolf Dura tech biz on UHPC seems interesting, and will bring in huge revenue

18/05/2017 08:58

Thanks, pc_FA. The new plant and ptoduction facilities were geared in response to the manufacturing limitations of the old facilities. Moving forward, the company is more endowed with the means to meet customer heightened needs and stay competitive among its rivals.

Would be great if fellow participants could share their insight should they attend the AGM. Thanks.

hero666 Anyone is going to this thur AGM ?

16/05/2017 16:03

The company needs to do a lot more to demonstrate growth.

Asset sale is one-off, whereas investors look out for recurring revenue stream, order log and consistent operating profits.

Let's see if they can meet the mark in time to come.

Bursa Wolf this is typical a grow stock in making

17/05/2017 09:21

Bursa Wolf the sales of lumber factory and land will get a profit of around RM 7 mil plus, as quoted in the previous QR

17/05/2017 10:54

@Bursa Wolf: Thanks for sharing. Let's watch.

8 digit revenue? You pluck the numbers from the sky?

Bursa Wolf i think china revenue will start kick in soon, estimate 8 digits of revenue

16/05/2017 14:34

What is price reflections? :)

leslieroycarter it is strengthening....n the price reflections may come a few days later....

16/05/2017 10:29