Posted by sense maker > 2020-02-14 21:05 | Report Abuse

Earnings are same as Dialogue; Dividends are better than Dialogue; Share price of BPP is Rm1.03 versus Dialogue Rm3.45. Interesting pricing by market.

Posted by sense maker > 2020-02-24 17:59 | Report Abuse

Good results.

Posted by Jarklp > 2020-02-24 20:51 | Report Abuse

Again, no surprise. Another 2 cents of dividend...

Posted by Endgame > 2020-02-25 16:54 | Report Abuse

Today price show something

Posted by sense maker > 2020-03-26 00:01 | Report Abuse

7.9% dividend yield.

Posted by Jarklp > 2020-05-06 16:13 | Report Abuse

Back to RM1....long queue buying today...

Posted by Endgame > 2020-05-12 17:03 | Report Abuse

Powerful!!...!!!

Posted by Endgame > 2020-05-12 18:46 | Report Abuse

Still more to come... Tp 2. 00

Posted by sharkdododo > 2020-05-12 18:47 | Report Abuse

Agree. resin price drop. will benefit plastic counter

Posted by paperplane > 2020-05-12 19:00 | Report Abuse

1.50, mapi mali hpme

Posted by whoamii > 2020-05-12 19:00 | Report Abuse

Paper plan is back. gogogo

Posted by paperplane > 2020-05-13 13:30 | Report Abuse

go go go, aleh aleh aleh

Posted by stockraider > 2020-05-13 13:41 | Report Abuse

Plastic high margin now...!!

Buyloh....!!

Posted by sense maker > 2020-05-14 19:43 | Report Abuse

Good results

Posted by paperplane > 2020-05-14 20:43 | Report Abuse

good result, great!

Posted by 123456 > 2020-05-14 21:32 | Report Abuse

Much better than expected result.....

Posted by 123456 > 2020-05-14 22:11 | Report Abuse

Fantastic dividend yield.

Posted by Willy383 > 2020-05-14 22:14 | Report Abuse

Plastic resin at lowest price , scientex will have better reward

Posted by Booyeah > 2020-05-15 01:13 | Report Abuse

Bpplas berhad

Bpplastic business mainly focus on flexible stretch film which uses resin type ldpe/lldpe. both resins comes from ethene. with the current fall in crude oil price and natural gas, it will at least be beneficial to the plastic industry. why plastic industry now? it may not be the right time but comparing all the plastic counter, and recently SLP berhad which reported their quarter, saw their revenue drop of drop about 10% as well as their profit margin. looking at how bpplastic managing their profit margin and net cash we can know that their company will benefit from the fall in crude oil and natural gas price.

bpplas balance sheet is as clean as a whistle. there are totally no debt and net cash of 30 cents. seriously. today they liquidate everything, they still got 30 cents to pay back their shareholders. what I like about the company is that their inventory tend to fall in tandem with revenue. it's a good trend. meaning they are not keeping too much of previous inventory. otherwise, they will have to do lots of impairment.

Assuming next quarter profit were to drop by at least 50% next two quarters, will give them eps of 1.50 cents. 3.32 cents 1.50 cents 1.50 eps 3 eps. conservatively with 15 or it will give them a valuation of about 1.40. margin of safety is 40%. In addition, they are even declaring with 2 cents dividend. if they maintain their dividend which I expect they will due to net cash company, it will give them around 6% dividend yield.

Plastic usage expects to rise in the near future as well due to the use of more electronic devices, more people are taking away their food compare to eating in, rising demand in frozen food. many might say what if there is a rise in oil price? it won't happen in the next 2/3 years. based on the current usage and US being the largest oil producer which they will not stop the fracking process (uses to dig out shale oil), the oversupply of oil in the next few years. plastic industry will be a safe bet in a fundamental portfolio.

disclaimer: it's not a recommendation buy call but more towards knowledge and sharing purposes.


$KLSE-BPPLAS

Posted by 123456 > 2020-05-15 14:56 | Report Abuse

6% dividend yield almost 3 times from current FD interest rate. Sooner and later, investors will appreciate..... It is really good value investment....

Posted by paperplane > 2020-05-15 15:55 | Report Abuse

scientx got property, this one more clean. Pure packaging. Another good one is Tguan

Posted by sense maker > 2020-05-15 17:25 | Report Abuse

EPS per quarter is same as penta, dialogue and its dividend is better than them. But you see the share price, they are worlds apart. Haha

Posted by RainT > 2020-05-15 17:41 | Report Abuse

PENTA future prospect is very bright due to tech whereas

BPPLAS is not stable due to oil price

this is can see from the profit margin which is damm low

Posted by 123456 > 2020-05-15 21:15 | Report Abuse

The distance can test horse power, the time can prove its value and price....... Just be patient......

Posted by zhangliang > 2020-05-15 23:46 | Report Abuse

I like tis one 2. It’s a no brainer, definitely a keeper

Posted by zhangliang > 2020-05-16 16:40 | Report Abuse

BP Plastics benefit from low raw material cost due 2 fall in oil price. QR v gud :

PE = 9x
DY = 5.41%
ROE = 11.9%

If 10x PE, BP Plastics is RM1.23, If 12x PE, share price RM 1.47. No brainer definitely a keeper

Posted by Patrick13 > 2020-05-20 08:24 | Report Abuse

Come on, you are comparing Apple to Orange!


RainT PENTA future prospect is very bright due to tech whereas

BPPLAS is not stable due to oil price

this is can see from the profit margin which is damm low
15/05/2020 5:41 PM

Posted by Endgame > 2020-05-20 20:43 | Report Abuse

Stupid comparing...like that better compare with top glove or harta

Posted by bnmacai > 2020-05-21 17:36 | Report Abuse

The price will move when the boss wants it to move. Look at the queue. You eat seller, buyer cancel queue and price fall. You sell to buyer, seller cancel queue and price move up.

Posted by 123456 > 2020-05-21 22:10 | Report Abuse

Anytime can hit RM2......

Posted by Endgame > 2020-05-29 10:59 | Report Abuse

Why so slow... Kaki Rubberex, pls hit this kuat kuat

Posted by Lyo82 > 2020-05-31 16:39 | Report Abuse

Those who follow this stock.. I think you know well it had been staying below 1.15 for a very long long time..
thanks god, this little gem stays solid. Its quarterly results and dividends never fail me.

Finally the barrier is broken and technically it is a good sign. Let's see will its sentiment improve.

Posted by Endgame > 2020-06-01 15:55 | Report Abuse

Major supply packaging to glove company.. Limit up soon!!!!!

Posted by paperplane > 2020-06-01 21:04 | Report Abuse

go go go, aleh aleh aleh

Posted by Booyeah > 2020-06-01 23:01 | Report Abuse

well done paper plane. hold this stock for quite some time.

Posted by Cashkingdom > 2020-06-02 12:09 | Report Abuse

undervalue breakout

Posted by SuperPanda > 2020-06-02 16:32 | Report Abuse

late join, but better than never

Posted by SuperPanda > 2020-06-02 16:33 | Report Abuse

will accumulate when retrace

Posted by TrendLai > 2020-06-03 20:02 | Report Abuse

pushing soon

Posted by paperplane > 2020-06-04 08:27 | Report Abuse

div 5%, why you worry, hold je

Posted by Level1Investor > 2020-06-04 11:57 | Report Abuse

Can anyone tell me what the 2 dormant subsidiaries BP Packaging and BP Plantation are?

I couldn't find any information regarding the other 2 subsidiaries. Are they in operation, are they profit/(loss) making?

Posted by bnmacai > 2020-06-06 00:15 | Report Abuse

Definition of dormant

adjective
adjective: dormant

(of an animal) having normal physical functions suspended or slowed down for a period of time; in or as if in a deep sleep.

Posted by zhangliang > 2020-06-07 12:24 | Report Abuse

Wow, hit my 1st TP of RM 1.23 Liao! Kudos


Stock: [BPPLAS]: BP PLASTICS HOLDING BHD
May 16, 2020 4:40 PM | Report Abuse

BP Plastics benefit from low raw material cost due 2 fall in oil price. QR v gud :

PE = 9x
DY = 5.41%
ROE = 11.9%

If 10x PE, BP Plastics is RM1.23, If 12x PE, share price RM 1.47. No brainer definitely a keeper

Posted by 123456 > 2020-06-08 23:55 | Report Abuse

Plastic industry is great possibility become next market chasing industry......

Posted by Endgame > 2020-06-13 09:50 | Report Abuse

No doubt bpplas is hidden gem, tp 2.0 is highly possible

Posted by Patrick13 > 2020-07-21 16:10 | Report Abuse

52 week new high today!

Posted by DarKLoRD888999 > 2020-07-21 16:29 | Report Abuse

look like many player starting bet on plastic packaging sector for coming results and thier demand

Posted by Diamond7 > 2020-07-21 18:35 | Report Abuse

FOOD packaging comprises the largest sector in the US$900 billion-a-year global packaging industry. Plastics — rigid or flexible — are used not only in food service packaging, but also for groceries and household supplies.

Notably, Scientex Bhd, SCGM Bhd, Thong Guan Industries Bhd and Tomypak Holdings Bhd are among Bursa Malaysia-listed plastics companies with direct or indirect exposure to the food and beverage (F&B) and fast-moving consumer goods (FMCG) sectors

This should include BP Plastics!

Posted by Endgame > 2020-07-21 22:24 | Report Abuse

Talk u already... TP 2.0 is coming and it will not just also at 2.0...it will explosive like glove stock too...

Posted by paperplane > 2020-07-22 17:56 | Report Abuse

Plastic all flying