Posted by shpg22 > 2018-06-25 19:09 | Report Abuse

STRONG SELL.
Record low net profit
Fair price 0.28 @ forward P/E of 17x.

Posted by myway > 2018-06-25 19:24 | Report Abuse

Net Profit drop 87%

Posted by johnganisme > 2018-06-28 08:26 | Report Abuse

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.

Posted by happyvalley > 2018-06-28 09:30 | Report Abuse

Buy Buy Buy.... :-)

Posted by goodinsignt > 2018-06-29 12:42 | Report Abuse

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!!!

Posted by Aisha > 2018-06-29 15:05 | Report Abuse

Buy buy buy

Posted by ivan9511 > 2018-06-30 14:45 | Report Abuse

BUy must buy
Ivan startsapu
comfirm limit uppppppppppppppppppppppppppppppppppppppppppppppppppppppppppp
like my earn superman 100%
comfirm uppppppppppppppppppppppppppp

Posted by Underdog888 > 2018-07-02 18:29 | Report Abuse

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

Posted by Aisha > 2018-07-04 11:30 | Report Abuse

Hahahaha. Last time ntpm went up to 0.90

Posted by kiasu_trader > 2018-07-19 16:37 | Report Abuse

very good chart now! way to 0.700 soon

Posted by kiasu_trader > 2018-07-19 16:42 | Report Abuse

just bought 5000 lot at this hour

Posted by kiasu_trader > 2018-07-20 09:23 | Report Abuse

very nice! lets move!

Posted by scalper > 2018-07-25 15:53 | Report Abuse

Move!!!

Posted by John Angel > 2018-08-29 22:24 | Report Abuse

good stock

Posted by Underdog888 > 2018-09-05 16:49 | Report Abuse

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.

Posted by moneyfacetrader > 2018-09-07 11:52 | Report Abuse

sold all already stagnant for too long.
with few bad factor which affecting second half profit.

Posted by moneyfacetrader > 2018-09-07 11:52 | Report Abuse

0 volume until lunch hour.

Posted by commonsense > 2019-01-09 14:54 | Report Abuse

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.

Posted by golddiggerboy > 2019-03-27 16:07 | Report Abuse

Start looking at this counter. Their new production line for both Penang and Vietnam plant are commissioning now.

Posted by Underdog888 > 2019-03-28 10:01 | Report Abuse

Really? Just know they spend 100 millions on upgrading their facilities in Vietnam, Bentong and Nibong Tebal since last year.

Posted by golddiggerboy > 2019-03-28 15:08 | Report Abuse

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.

Posted by enigmatic > 2019-04-08 22:31 | Report Abuse

@MATB,
really 'superb' management.
they can turn such a durable business into this state.

Posted by 8888_ > 2019-04-10 21:47 | Report Abuse

28 Lee See Jin 2,902,900 0.26
file:///C:/Financial/Financial/MediaPB%20AR18_Part%203.pdf

Posted by 8888_ > 2019-04-10 21:48 | Report Abuse

Any1 here know Lee See Jin personally? Why he become Media Prima top 30 shareholders?

Posted by YAPSS > 2019-04-10 22:34 | Report Abuse

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

Posted by 8888_ > 2019-04-10 22:41 | Report Abuse

Very competitive business even toilet paper daily necessity. Tesco, Econsave, theStore, Giant also produced toilet, tissue paper.

Posted by weng > 2019-04-25 10:08 | Report Abuse

The revenue growth have been quite impressive over the years. But when will the profit follow??

Posted by RainT > 2019-06-27 12:39 | Report Abuse

Revenue continue to grow throughout the years

but profit margin is on steep decline in these years

Posted by Tomatoman79 > 2019-07-12 17:06 | Report Abuse

suddenly last minute 1 million share change hand.

Posted by Tete7893 > 2019-09-21 15:56 | Report Abuse

someone collect the share. hope next Friday AGM got good news

Posted by freddiehero > 2019-09-21 19:28 | Report Abuse

wah.. some ppl interest liao..

Posted by Tete7893 > 2019-09-23 19:23 | Report Abuse

everyday buyer more than seller

Posted by freddiehero > 2019-09-23 19:28 | Report Abuse

start roller..

Posted by freddiehero > 2019-09-23 19:29 | Report Abuse

not bad..

Posted by EatCoconutCanWin > 2019-09-28 09:00 | Report Abuse

Good results. Up up upgrade from hold to buy . Progress of this company is they now doing 5G toilet paper, which fastest to whipped out stain rather than using water. Wow...

Posted by shpg22 > 2019-09-28 09:18 | Report Abuse

Nowaday I use bidet to wash. Only use 1 ply of toilet paper to wipe dry. More environment friendly. SELL

Posted by popit_sokmo > 2019-10-08 12:04 | Report Abuse

up up up

Posted by popit_sokmo > 2019-10-08 12:07 | Report Abuse

v shape reversal pattern

Posted by popit_sokmo > 2019-10-08 12:10 | Report Abuse

downtrend channel broken

Posted by popit_sokmo > 2019-10-08 12:12 | Report Abuse

buy now.. still can enter.. my average 0.45 only.. 1st TP 0.50.. 2nd TP 0.60..

Posted by Klse_faizan > 2019-10-08 12:35 | Report Abuse

Xyah promot bro... aku hold dr 42sen. Pandai la dia jln sndiri

Posted by popit_sokmo > 2019-10-08 12:41 | Report Abuse

sharing is caring.. lets make profit together maa =)

Posted by Tete7893 > 2019-10-08 17:16 | Report Abuse

i attend the ntpm agm. the management said very confident.

Posted by Lukey_Greek > 2019-10-31 22:40 | Report Abuse

Confident of making good profit?

Posted by shpg22 > 2019-11-08 12:50 | Report Abuse

Cash flow and liquidity in very bad shape. Dividend expected to be reduced to 0.80 cents only this FY. I think they have no problem increasing the revenue but can't say so for the rest.

Posted by SilverHawk > 2019-11-12 15:53 | Report Abuse

Current rise purely goreng factor

Posted by William Wang > 2019-11-16 13:02 | Report Abuse

There is a reason why the share price had gone up lately .. goreng factor, I don't think so.
There is always a lag factor in paper business, up to a period of about six months. If you were to go to the ' US Producer Price Index: Pulp, Paper and allied Products " you will notice that NTPM last 2 quarterly results coincided with when the price indices were, at among its highest. Even in June Quarter when it registered a loss, it was confident in declaring dividend, cos the pulp price had come down. Since Pulp's peak price index in December, the index had reduced by about 30% as at end of October 2019 while exchange rate remained. Of course, the best time NTPM had, were the days when Pulp price were down and ringgit strong.

Posted by FlyingDragon > 2019-11-27 19:56 | Report Abuse

The PE of this counter is well over 200, is that correct?

Posted by Lukey_Greek > 2019-12-05 18:37 | Report Abuse

Agreed with William Wang. Have been building my portfolio on this stocks from 47 sen. Their expansion will pay off well coincide with the drop of paper price. The profit margin easily go back to early 2018 level.

Posted by SilverHawk > 2019-12-20 19:14 | Report Abuse

Another bad QR and borrowing nearing 400M now !!