[TOMYPAK HOLDINGS BHD：截至2019年12月底，两家工厂的合理化工作已基本完成，Tampoi工厂仅有制袋生产线，金属化生产线和CPP生产线仍在运营]
4Q19 vs 4Q18:
YTD19 vs YTD18：
4Q19 vs 3Q19:
James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.28 (dividend RM0.04) in 1 year 9 months 6 days, total return is 224.5%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.85 (dividend RM0.04) in 1 year 10 months 15 days, total return is 137.7%
c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.36 (adjusted)(dividend RM0.055) in 11 months 14 days, total return is 104.5%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.05 in 1 year 3 months 26 days, total return is 82.6%
e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM21.00 (adjusted)(dividend RM0.32) in 1 Year 10 months 17 days, total return is 75.6%
f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.30 (dividend RM0.148) in 1 Year 7 months 10 days, total return is 54%
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[TOMYPAK HOLDINGS BHD: As at the end of December 2019, the rationalization of the two factories is almost fully completed with only the bag making lines, metallizer and CPP lines still operational at the Tampoi plant]
4Q19 vs 4Q18:
For the 3 months period ended December 31, 2019, the Group achieved a revenue of RM44.1 million as compared to RM36.0 million for the same period last year. The increase in revenue in this period under review is primarily due to increase in orders from some existing and new international customers and partially offset by a decrease in sales to some local customers.
In terms of quantity, there was an increase of 22% from 2,350 metric tons in the same quarter last financial year to 2,859 metric tons for this quarter. The Group achieved a higher EBITDA of RM5.1 million in the current quarter as compared to a negative RM2.8 million for the same period last year. This is due to higher revenue as well as higher contribution margins from improved operational efficiency in the current quarter compared the same quarter in the preceding year. The Group recorded a much lower loss before tax of RM0.3 million for the quarter under review as compared to a loss of RM8.6 million in the same quarter in FY 2018. The lower loss recorded is primarily due to an increase in sales and higher contribution margin.
YTD19 vs YTD18:
The Group’s EBITDA increased to RM9.7 million for the twelve months ended December 31, 2019 from RM8.1 million for the same period last year. The Group reported a loss before tax of RM11.8 million for the twelve months for financial year 2019 due to lower sales. Although there were marked improvements operationally, the contribution margins from the revenue were still insufficient to cover the slight increase in factory overheads for the 12 months ended 31 December 2019. The Group was able to reduce material consumption and wastages with the transformation program implemented in financial year 2018 through to 2019. The Group recognized a net foreign exchange gain of RM1.6 million in this financial year, compared to a foreign exchange loss of RM1.0 million in the prior financial period.
4Q19 vs 3Q19:
For the three months ended December 31, 2019, the Group achieved a revenue of RM44.1 million compared to RM38.5 million for the preceding quarter, an increase of 14% resulting from increased orders from local and international customers in this quarter. EBITDA increased from RM0.8 million for the three months ended September 30, 2019 to RM5.1 million for the three months ended December 31, 2019. This increase is primarily due to an increase in sales as well as better contribution margins from continuing improvements in operations.
The loss before tax of the Group was also lower at RM0.3 million in Q4 2019 against a loss before tax of RM4.6 million in for the preceding quarter. The Group recognised a foreign exchange gain of RM1.0 million in this quarter as against a foreign exchange loss of RM0.5 million for the preceding quarter.
As at the end of December 2019, the rationalization of the two factories is almost fully completed with only the bag making lines, metallizer and CPP lines still operational at the Tampoi plant. The Group will intensify sales and marketing efforts to secure more customers as well as develop new products to improve their competitive advantage. The Group will also continue to enhance operational efficiencies and the Board is optimistic that the performance of the Group will improve.
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