Posted by pc_FA > 2017-04-10 22:11 | Report Abuse

Above is based on Bursa Announcement "Shares Buy Back".

Posted by pc_FA > 2017-04-10 22:15 | Report Abuse

If based on "Annual Audited Accounts", Total Share Buy Back Cost is RM 503,177.02 at RM 1.59/unit (from 17/10/2016 to 19/1/2017).

Posted by pc_FA > 2017-04-10 22:15 | Report Abuse

Total Share Sold Cost is RM 724,827.56 at RM 2.301/unit (on 6/4/2017).

Posted by pc_FA > 2017-04-10 22:16 | Report Abuse

Net Profit through Resale/Cancellation of Treasury Shares is RM 221,650.54.

Posted by R40s > 2017-04-11 00:32 | Report Abuse

Hi pc_FA, the AGM will be in JB, too far for me to go, so you plan to attend? Hope you can give the AGM's feedback for us here if you go...

Btw, good efforts you made here to keep us updated... :-)

Posted by R40s > 2017-04-11 00:44 | Report Abuse

Hi Leslieroycarter, don't worry about the short-term weakness, it's simply a Technical Correction after the big run up until the announcement on 5.4.2016 and the big volume traded on the next day. Fundamentally it's unchanged.

Tomorrow or day after may see the end of selling pressure, after that it should stabilize and move on to it's next stage of run up...

Posted by pc_FA > 2017-04-11 09:25 | Report Abuse

My point of view of some key finding for upcoming annual report of Tomypak.
a. Total Revenue drop around 1.47% (From RM 214,099,000 in 2015 to RM 210,942,000 in 2016);
b. Increase at Local market while decrease at Overseas market;
c. Local Market contribute 47.12% Revenue vs Oversea Market contribute 52.88% in 2016;
Local Market contribute 45.32% Revenue vs Oversea Market contribute 54.68% in 2016;
d. PBT reduce 25.83%
RM 23,210,000 in 2016 vs RM 31,294,000 in 2015
e. PAT reduce 20.46%
RM 18,424,000 in 2016 vs RM 23,164,000 in 2015
f. ROE reduce from 18.40% in 2015 to 9.76% in 2016 (Share Capital and Reserves increase a lot in 2016)
g. Shareholders’ equity increase from RM 125,921,000 in 2015 to RM 188,769,000 in 2016
h. Gearing ratio is reduce from 23% to 18%;
i. Tomypak should be able to become Net Cash Company on 2018 onwards;
j. Dividend reduce from 10 sen to 8 sen but dividend paid increase (RM10.94 million in 2015 vs RM12.06 million);

Main reason "cause" reduce EPS and PAT in 2016:
1. Expansion plan (Construction of a new factory building, Purchase of machineries, equipment and other ancillary facilities);
2. Foreign exchange gain;
3. Right Issue;
4. ESOS;

Cash and cash equivalents increase from RM 11,715,000 in 2015 to RM 30,906,000 in 2016.
From business point of view, I'm happy with the management team's efforts to extend/grow the business.

Posted by pc_FA > 2017-04-11 09:29 | Report Abuse

@R40s, I plan to go if I can make it. I will away to oversea for a week (third week of May). Hope it is no clash with Tomypak agm.

Glad can discuss with you as well :)
It is good can have different point of view to analyze their financial result or corporate exercise.

Posted by pc_FA > 2017-04-11 10:43 | Report Abuse

1. Tomypak submit application in relation to the Proposals of share split and bonus issue to Bursa Malaysia Securities Berhad on 5 April 2017.
2. Bursa Malaysia Securities Berhad ("Bursa Securities") had, vide its letter dated and resolved to approve. (should be within one week time, 12 April 2017).
3. CIRCULAR TO SHAREHOLDERS IN RELATION TO THE:- (I) PROPOSED SHARE SPLIT; (II) PROPOSED BONUS ISSUE; (should be held together with upcoming agm on third/forth week of May).
4. Entitlement date of share split and bonus issue should be 2-3 weeks after shareholder's approval. (latest by 5 June 2017).

Posted by GreedBull > 2017-04-11 15:24 | Report Abuse

reason of resale treasury sales due to treasury shares not subject to any company corporate exercise

pc_FA - AGM may fall in 3rd week of MAY *hahaha (wait for the date to be announce)

Posted by pc_FA > 2017-04-11 15:27 | Report Abuse

Hopefully I can attend it upcoming agm :) In order to have better understanding about its expansion plan. Else whatever information I have now just figure and word :(

Posted by leslieroycarter > 2017-04-14 10:58 | Report Abuse

share split n bonus . thus if u got 4 , final product will b 10

Posted by pc_FA > 2017-04-14 16:04 | Report Abuse

Is a chance to Top Up Tomypak now :P

Posted by pc_FA > 2017-04-14 17:33 | Report Abuse

TOMYPAK HOLDINGS BERHAD (THE COMPANY) PROPOSED RENEWAL OF SHAREHOLDERS APPROVAL FOR SHARE BUY-BACK BY THE COMPANY

The Board of Directors of Tomypak Holdings Berhad (“the Company”) wishes to announce that the Company has resolved to seek the renewal of shareholders’ approval for the Proposed Share Buy-Back at the forthcoming Twenty Second Annual General Meeting (“22nd AGM”) of the Company under Special Business.



The Company has at the Twenty First Annual General Meeting held on 18 May 2016 obtained its shareholders’ approval for the Company to purchase up to ten percent (10%) of the total number of issued shares of the Company for the time being on the Bursa Malaysia Securities Berhad. The said approval will expire at the conclusion of the forthcoming 22nd AGM of the Company.



A Share Buy-Back Statement in connection with the resolution seeking the approval of the shareholders for the proposed renewal of approval for share buy-back at the forthcoming 22nd AGM will be forwarded to shareholders in due course together with the Notice of 22nd AGM.



This announcement is dated 14 April 2017.

Posted by R40s > 2017-04-14 22:54 | Report Abuse

Good news, Bursa Securities has just approved Tomypak's share-split & Bonus-issue:

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5397197

It only took 1 week to get this approval. Next will be EGM for Shareholders approval, then set the ex-date. Looks like it will be fast-track to complete the exercise...

Another positive news is that: the ratio of existing : new shares will be exactly 1 : 2.5 after exercise completion, and the warrant conversion price will be 92-sen instead of 93-sen...

Posted by Gainvestor > 2017-04-17 15:49 | Report Abuse

wow, good input. thanks all^^

Posted by FX Lee > 2017-04-17 20:45 | Report Abuse

hoseh then

Posted by my8vaLuabLes > 2017-04-18 10:32 | Report Abuse

May I know what's good price to buy tomypak TQ

Posted by hero666 > 2017-04-18 11:03 | Report Abuse

WA are running much faster than mother ..... @my8vaLuabLes, i used to have lots of doubt in this coutner, not anymore. Long term investment , no worries la, fundamental is so strong, 218 looking good

Posted by pc_FA > 2017-04-18 13:02 | Report Abuse

The operating environment in the forthcoming year is expected to continue to be difficult and
challenging given the continuing uncertainties in the global economy as well as the volatile foreign exchange rate.

Nevertheless, with the impending completion of the new plant in Senai, the Board expects to deliver better results in the forthcoming financial year as the Group commissions its new, more efficient and advance plant and equipment, providing the Group with the appropriate platform to grow and sustain the Group’s business and meets increasing customers demand from the growing food and beverage and fast moving consumer goods sectors.

Posted by kt888 88 > 2017-04-18 16:51 | Report Abuse

Dear All Sifu here, need your advise, my avg price for Tomypak-wa is around 0.35. Izzit worth to wait for the split share? thankyou

Posted by pc_FA > 2017-04-18 16:57 | Report Abuse

@kt888 88, your average price for Tomypak-wa is safe. I will advice you to hold it.

Posted by ampabella > 2017-04-18 23:07 | Report Abuse

Buy buy buy..Later huat till like chu tau peng

Posted by R40s > 2017-04-18 23:33 | Report Abuse

ampabella,

Don't mind sharing with us why you are so super-optimistic about Tomypak's prospects...? :-D

Posted by R40s > 2017-04-19 00:03 | Report Abuse

@ pc_FA,

Management's comment on the Company's Prospects: "The operating environment in the forthcoming year is expected to continue to be difficult and challenging given the continuing uncertainties in the global economy as well as the volatile foreign exchange rate.

Nevertheless, with the impending completion of the new plant in Senai, the Board expects to deliver better results in the forthcoming financial year as the Group commissions its new, more efficient and advance plant and equipment, providing the Group with the appropriate platform to grow and sustain the Group’s business and meets increasing customers demand from the growing food and beverage and fast moving consumer goods sectors."

The first paragraph is a CAUTIOUS statement, to cover themselves just in case the next QR results cannot meet market expectations. But the second paragraph shows the Company is OPTIMISTIC about the new factory (operations commenced in Q1_2017) capable of delivering better results for this year, because of the new factory's advanced technology that can increase productivity at lower costs, less wastage, higher products quality, etc., meaning HIGHER NET PROFIT MARGIN. The last sentence shows that the customers demand is increasing due to growth in this sector.

So the Company is CAUTIOUSLY OPTIMISTIC about this year's performance... This is a great company to invest in and good to hold for mid/long-term period, with high upside potential...

Posted by kt888 88 > 2017-04-19 10:53 | Report Abuse

@pc_FA, thanks for your advice.

Posted by pc_FA > 2017-04-19 11:39 | Report Abuse

@R40s, agree :) Tomypak is fundamental strong company for long term. I will hold it till at least 2018. Its expansion plan is depend customer demand (they will install new production lines if secure new customers or additional orders from existing customers).
Tomypak will double its production in 2018 and triple its production in 2021. I have confident towards management team towards expansion plan. Let wait for upcoming annual report (end of April) and Q1FY17 (mid of May).

Posted by pc_FA > 2017-04-19 11:51 | Report Abuse

Share split and bonus issue will increase liquidity of Tomypak share to attract Institutional shareholders. Current Institutional shareholders only CIMB-Principal Asset Management Bhd which hold 600.60k units or 0.36% (AS OF 31 MAR 2016).

Posted by Haha123456 > 2017-04-19 14:38 | Report Abuse

All sifu here, this stock can hold?

Posted by pc_FA > 2017-04-19 14:40 | Report Abuse

@Haha123456, sure :) Fundamental strong company for long term investment.

Posted by my8vaLuabLes > 2017-04-19 19:32 | Report Abuse

What's Tomypak-wa price after share split...if I have 1000 units, does it mean I will have 2500 units like Mother share after split...sorry newbie here

Posted by pc_FA > 2017-04-19 20:30 | Report Abuse

Effect of Share Split and Bonus Issue for Tomypak warrant (For illustrative purposes only):
Assumed no. of Shares held is 1,000 unit and 5-day VWAMP is RM 1.00, Total Value RM 1.00;
After the Proposed Share Split, no. of Shares held is 2,000 unit, market price per share is RM 0.50, Total value RM 1.00;
After the Bonus Issue, no. of Shares held is 2,500 unit, market price per share is RM 0.40, Total value RM 1.00;

In short, Number of unit from 1,000 unit to 2,500 unit and share price from RM 1.00 to RM 0.40.

Posted by pc_FA > 2017-04-19 20:30 | Report Abuse

You can refer to my previous comments . Hope it helps. Thanks.

Posted by pc_FA > 2017-04-21 12:22 | Report Abuse

ESOS :)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5402573

Posted by ampabella > 2017-04-21 22:29 | Report Abuse

If after X ppl see Tomypak below rm1.00, sure will sapu like no tomorrow, better buy now , average only 88cts, APA lagi you mahu

Posted by R40s > 2017-04-23 23:49 | Report Abuse

@ ampabella,
What you said is quite true for most Malaysian retailer investors...
So based on that, Tomypak price should breach Rm2.50 before ex-date, after that trade at Rm1.00 and beyond if the next QR results is very good...

Posted by ozzie75 > 2017-04-24 10:29 | Report Abuse

Thanks for all the sharing, folks. Happy holiday.

Posted by sharonchin > 2017-04-24 10:39 | Report Abuse

Dear Investors,
I would like to get more respondents for my survey study that related to stock. Appreciate you could spend few minutes to answer my questionnaire via the following link: http://survey.sogosurvey.com/survey.aspx?k=TsXQTPXsVsQPsPsP&lang=0&data=
Thanks you very much for your time.

Posted by ozzie75 > 2017-04-25 10:12 | Report Abuse

@sharonchin: Thanks for the invite. Done. Cheers.

Posted by pc_FA > 2017-04-26 12:38 | Report Abuse

AGM of Tomypak will held at Melati Hall, Palm Resort Golf & Country Club, Senai on Thursday 18 May 2017, at 9.30am.
EGM of Tomypak will held at Melati Hall, Palm Resort Golf & Country Club, Senai on Thursday 18 May 2017, at 10.30am.

I can't attend it :(
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5406805

Posted by pc_FA > 2017-04-26 14:05 | Report Abuse

Annual Report just release :)
http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=179893&name=EA_DS_ATTACHMENTS

Posted by pc_FA > 2017-04-26 14:19 | Report Abuse

ACCELERATING GROWTH FOR THE FUTURE

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. Since the commencement of initial planning in mid-2015, I am very pleased to advise that we have substantially completed the development of this brand new state of the art facility and have received the Certificate of Completion and Compliance from the local authority on 28th March 2017. We have also successfully installed and commissioned our latest printing equipment and are installing the laminating equipment, together with supporting ancillary equipment such as slitters, in this new facility as at the end of first quarter of FY 2017. We commenced commercial operation of the new plant in April 2017. Additional laminating equipment as well as a new CPP plant with the necessary ancillary equipment will be delivered and installed in this new facility towards the 4th Quarter of 2017. This will enhance the capabilities and capacities of your Group in servicing our wide ranging customers and markets.

Posted by pc_FA > 2017-04-26 14:21 | Report Abuse

Two additional printing lines and laminating equipment will be purchased progressively over the next 3 years to the end of FY 2019, which will ultimately double the Tomypak Group production capacity.

Posted by pc_FA > 2017-04-26 14:23 | Report Abuse

In addition, with a larger and better organised warehousing space supported by the improved infrastructure, the Tomypak Group will also be able to completely eliminate the need for external storage space currently leased from third parties due to a severe lack of space currently to store our inventory of raw materials and finished goods at the Tampoi factory. We have also installed more efficient storage systems for our major critical raw materials, such as silos for storage of resins and underground tanks for storage of inks and solvents. Such systems will not only result in lower cost of production but will also maintain the inherent quality of our raw materials thereby enhancing the quality of our finished products.

Posted by pc_FA > 2017-04-26 14:25 | Report Abuse

As at the end of FY 2016, the Tomypak Group operates principally out of its existing 4 acres land located in the Tampoi Light Industrial Estate with a rated capacity of 19,000 metric tonnes per annum. The main plant and equipment in the existing plant consists of:
1) 7 multi coloured printing lines of various capacities;
2) 8 laminating lines, both wet and dry laminating lines;
3) 3 metallizing plant;
4) 7 bags making machine; and
5) Other ancillary supporting equipment such as 16 slitters and 1 CPP plant.

Posted by pc_FA > 2017-04-26 14:27 | Report Abuse

As part of its expansion programme, TFPSB undertook the construction of a new larger plant on a 10.5 acres freehold land located in the Senai Industrial Estate. This new plant will commence commercial operation as of Q2-2017 and will also serve as the Tomypak Group’s new headquarters. A new printing line has been installed and commissioned, and a new laminating line is being installed. Both of these two machine will commence commercial operation in 2nd quarter of FY 2017. Other new printing and laminating lines, including other ancillary and supporting equipment will progressively be added over the next 24 months to double the capacity of Tomypak Group.

Posted by pc_FA > 2017-04-26 14:27 | Report Abuse

The main categories of products are generally divided into the following:
a) Foil, which generally are made for the sauce, seasoning, snacks and beverage products;
b) Metallised, which are made for the noodle, seasoning, beverage and oil products; and
c) General, which are primarily made for the noodle, oil, seasoning and beverage products.

Posted by pc_FA > 2017-04-26 14:29 | Report Abuse

Countries where Tomypak Group products are exported to include the Philippines, Russia, Singapore, South Africa and Myanmar. Most of the major customers have been partners of Tomypak Group for a long time, with some for as long as over the past 10 years, as Tomypak Group continues to consistently meets these clients key criterion of consistent quality, timely delivery and reasonable commercial terms.

Posted by pc_FA > 2017-04-26 14:32 | Report Abuse

Additional laminating line as well as a film casting line has been ordered and will be delivered progressively over the next 9 months to the end of FY 2017. Ancillary and supporting equipment such as bag making machines and slitters have also been ordered and are also to be delivered progressively. In the meantime, Management have been evaluating sources for latest more high tech and efficient printing and laminating equipment to be added over the next two years to completely fill both Tampoi and Senai plants. The realignment plan to improve the overall operational efficiencies of both plants are being finalised and will be rolled out progressively till the end of FY 2017

Posted by pc_FA > 2017-04-26 14:36 | Report Abuse

"In line with management strategies to increase our customer base so as to diversify our sales base and avoid over dependence on selected customers, the number of customers during the FY 2016 increased by 8%."