Posted by Qintian > 2017-10-30 10:57 | Report Abuse

eat more chocolate, keep calm and buy more

Posted by PASSIVESTOCK > 2017-10-30 13:12 | Report Abuse

KITKAT

Posted by kenken85 > 2017-10-31 12:23 | Report Abuse

siao liao... i miss anything?

Posted by AKUMAUKAYA > 2017-10-31 12:29 | Report Abuse

1.08

Posted by Qintian > 2017-10-31 13:26 | Report Abuse

no miss anything.... maybe you just forgot to buy kitkat

Posted by kenken85 > 2017-10-31 14:41 | Report Abuse

i bought ferrero rocher only lol

Posted by Qintian > 2017-10-31 15:14 | Report Abuse

@kenken... that 1 packaging not by tomypak.. thats why you miss kitkat haha

Posted by Eric Fong > 2017-11-02 01:07 | Report Abuse

Value will reveal in future with increase production and profits. Keep hold and buy.

Posted by kenken85 > 2017-11-02 12:44 | Report Abuse

Saddd no KitKat drink milo can?

Posted by AKUMAUKAYA > 2017-11-02 14:04 | Report Abuse

Need RED BULL.....

Posted by DarKLoRD888999 > 2017-11-02 15:58 | Report Abuse

林汗水 说过 他有本事把股价从2.50 拆 去 1.00 再变回去 2.50 七年的大计

Posted by DarKLoRD888999 > 2017-11-02 15:58 | Report Abuse

你们信吗？

Posted by WinnerWay > 2017-11-02 18:45 | Report Abuse

DarKLoRD888999 How about you? Do you have confident with him? I hope he can make it within shorter period of time.

Posted by DarKLoRD888999 > 2017-11-03 12:37 | Report Abuse

I trust

Posted by R40s > 2017-11-03 22:20 | Report Abuse

The following target prices corresponding to Tomypak's expansion stages/time-table:-
2017/18, 1-yr TP: RM 1.20 / 3.00 (before split)
2018/19, 2-yr TP: RM 1.60 / 4.00 (before split)
2019/20, 3-yr TP: RM 2.00 / 5.00 (before split)
2020/21, 4-yr TP: RM 2.40 / 6.00 (before split)

Posted by investgo > 2017-11-04 10:53 | Report Abuse

大约一年涨20%咯

Posted by ampabella > 2017-11-04 11:38 | Report Abuse

Waiting for the next dividend rm8.00 only

Posted by R40s > 2017-11-04 13:25 | Report Abuse

Mr. Lim H.S. was appointed as MD on Jan.2015, almost 3 years ago, so if he said he would take 7 years, then he has 4 more years to achieve his target, that is, by Dec. 2021...

Posted by pc_FA > 2017-11-07 18:30 | Report Abuse

Nestlé quarter report out. Both domestic and oversea sales increase. It should give positive impact to Tomypak.
Again increase of raw material cost will impact profit margin of Tomypak too.

Posted by Qintian > 2017-11-08 10:14 | Report Abuse

Hi Pc_FA, sire for the sales increase? both QoQ and YoY nestle drop over 20%...

Posted by pc_FA > 2017-11-08 11:07 | Report Abuse

@Qintian,

"For the third quarter ended 30 September 2017, the Group increased its revenue by 4.8% from RM1.26 billion to RM1.32 billion (+RM60 million) compared to Q3 2016. The good growth momentum was well supported by domestic and exports sales which grew by 4.2% and 6.8% respectively. Effective marketing and trade activities held by the Business on selected product categories helped to deliver the desired growth for domestic sales. Whilst strong export performance have benefited from the good growth registered by the Nestlé affiliated companies especially in the Asean region."

Hope it helps.

Posted by Qintian > 2017-11-08 13:51 | Report Abuse

hope it help tomypak haha...!! lets hope for a good Q3 quarter result for tomypak end of this month..looks like it's a good time to collect more now

Posted by Eric Fong > 2017-11-08 15:13 | Report Abuse

Nestle revenue is increase, just their cost is too high...

Posted by pc_FA > 2017-11-08 15:19 | Report Abuse

At current situation, I think except Oil & Gas related company, else most of other fields will affect by increase of raw material costs :(
I'm happy and satisfy as long as improvement of revenue :)
Other factors will adjust/improve once market absorb it.

Posted by Qintian > 2017-11-08 16:13 | Report Abuse

i have a friend working in Hershey's JB... production is only 20-30% of their plant capacity, very weak, but i am not too sure if their packaging is done by Tomypak or not.

Posted by pc_FA > 2017-11-08 16:47 | Report Abuse

Thanks, Qintian. Good info sharing. Share price of other plastic related company drop quite a lot recently. Not sure is due to poor QR or bad profit margin (increase of raw material cost). Mr Tan has mentioned Phase 1 capacity has been fully taken by existing and new customers. Hope it is truth and prove by improvement of upcoming QR's revenue.

Posted by pc_FA > 2017-11-08 16:59 | Report Abuse

Nestle and Ajinomoto are two main customers of Tomypak. Let see Ajinomoto upcoming QR which might give us some "hints" about Tomypak QR. Anyway I plan to hold Tomypak for long term investment :)

Posted by Qintian > 2017-11-08 17:08 | Report Abuse

@pc_FA agreed with you, i have hold tomypak for more than 5 years and it had never disappoint me so far.. long long term, long long return

Posted by pc_FA > 2017-11-08 18:17 | Report Abuse

Congratulation, Qintian. I'm salute to your patience. I start to invest at Tomypak on Feb 2017. I trust Mr Eddie Lim and good management team can reward shareholders a bright future. As long as revenue grow, I will hold tight tight. See you at Agm next year.

Posted by hero666 > 2017-11-09 14:28 | Report Abuse

http://www.enanyang.my/news/20171106/15%E5%8C%85%E8%A3%85%E8%82%A1%E5%B9%B4%E8%90%A5%E6%94%B6%E9%80%BE60%E4%BA%BF%E7%BF%81%E8%AF%97%E8%BF%9B/

Posted by pc_FA > 2017-11-09 14:39 | Report Abuse

@hero666, thanks for sharing :)

Posted by hero666 > 2017-11-09 14:42 | Report Abuse

If you know those counter, help me translate also, i can read chinese but those counter name in chinese, i known none but only tomypak. thanks ya

Posted by pc_FA > 2017-11-09 15:30 | Report Abuse

@hero666, I have read the article earlier. Basically it wanna highlight that 15 packaging stock contribute revenue around 6 billion per year while market cap is 8.4 billion.

Based on raw material, we can diverse it into plastic related (rely on crude oil price) and non-plastic related (rely on paper, gold, glass price). Both have different sales market.

The table is the summary of 15 packaging stock performance up-to-date (Jan 17 to Oct 17)
It got highlight annual return, PE, profit margin, Z-score, etc.

For plastic-related stock,
SCIENTX is at reasonable price now while Tguan is under reasonable price.

For non-plastic related stock (paper packaging, etc),
ORNA and PPHB have low PE and consider under-value now.

Hope it helps.

Posted by pc_FA > 2017-11-09 15:35 | Report Abuse

@hero666.

Below is the stock and its english name:
Plastic related stock:
SCIENTX
TGUAN
VERSATL
SLP
SCGM
TOMYPAK
DAIBOCI
BPPLAS
ADVPKG

Non-Plastic related stock:
BOXPAK
MASTER
ORNA
MUDA
PPHB
BRIGHT

Hope it helps.

Posted by hero666 > 2017-11-09 19:34 | Report Abuse

Cheers mate!

Posted by investgo > 2017-11-10 15:10 | Report Abuse

now 1.01 anyone collect?

Posted by hero666 > 2017-11-10 16:03 | Report Abuse

@investgo, chart showing parabolic reversed, if wanna collect better wait it breakthrough and collect at 0.99 or lower, unless today close higher 1.03 with high vol, else you had plenty chances ahead to collect lower than 1.01

Posted by fish88 > 2017-11-10 16:34 | Report Abuse

sold all with 1.08 couple days ago and will definitely collect again until the next qtr result releases.

Posted by Nobsinves > 2017-11-14 22:07 | Report Abuse

Just buy buy buy dont think too muchh

Posted by rocky77 > 2017-11-15 14:49 | Report Abuse

I dun expect a good coming quarter result as the raw material price had increased by double digit in the past few month. It need time to transfer the cost to their client. Long term this is still a good company with plenty of future growth potential.

Posted by leslieroycarter > 2017-11-16 10:46 | Report Abuse

Its downside is 91c.....still far from it...

Posted by pc_FA > 2017-11-16 11:16 | Report Abuse

Next week can know latest QR :) Even increase raw material might affect profit margin. I'm looking positive towards revenue grow. Looking forward on it.

Posted by hero666 > 2017-11-16 16:19 | Report Abuse

@pc_FA, whats your expectation this coming qr and also FY17 - pe and eps gonna be?

Posted by pc_FA > 2017-11-16 16:41 | Report Abuse

@hero666,
Below is my expectation for 2017Q3:
1. Revenue around 70 - 75 million;
2. PAT around 4.7 - 5.2 million (after consideration of raw material increase and ESOS expense);
3. EPS around 1.1-1.2 sen;
4. Dividend around 1 sen;

My main concern is the Revenue at this QR.

Posted by pc_FA > 2017-11-16 16:43 | Report Abuse

Daiboci QR should be release this week. It can be a guide/reference for Tomypak QR.

Posted by R40s > 2017-11-21 00:13 | Report Abuse

Daiboci Q3 revenue +8.5%, PAT +20%... PBT up +46%, despite oil price increase...

Posted by pc_FA > 2017-11-21 09:31 | Report Abuse

"Daibochi Malaysia notched 10.1% higher revenue to RM95.58 million from RM86.84 million in the
preceding quarter mainly attributed to stronger demand from the local market after the Hari Raya
Aidilfitri festive period."

Posted by TrueInvestor90 > 2017-11-21 09:52 | Report Abuse

where you got this news pc_FA?

Posted by pc_FA > 2017-11-21 10:55 | Report Abuse

@TrueInvestor90, you can refer to latest QR of Daiboci which release yesterday. Thanks.

Posted by hero666 > 2017-11-21 11:21 | Report Abuse

tomypak qr need to wait end of this week or monday liao, hope is new record la