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 [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:
截至2019年12月31日止3个月期间,多美包装实现收入4,410万令吉,而去年同期为3,600万令吉。这季,收入的增长主要是由于一些现有和新的国际客户的订单增加,但部分被一些本地客户的销售下降所抵消。

就数量而言,从上一财年同期的2,350吨增加到本季度的2,859吨,增长了22%。该集团在本季度取得了510万令吉的较高EBITDA,而去年同期则为负280万令吉。这是由于与上一年同期相比,本季度收入增加以及运营效率提高带来的贡献利润率提高。集团在本季度录得的税前亏损为30万令吉,远低于2018财年同期的860万令吉。录得更低的亏损主要是由于销量和营业额的增长,和较高的利润率。

YTD19 vs YTD18:
截至2019年12月31日的十二个月,集团的EBITDA从去年同期的810万令吉增至970万令吉。由于销售减少,该集团报告2019财年的十二个月税前亏损为1180万令吉。尽管运营方面有显着改善,但收入的利润率仍不足以弥补截至2019年12月31日的12个月工厂间接费用的小幅增长。从2018财年至2019财年,集团通过财务上实施的转型计划能够减少材料消耗和浪费。集团在本财政年度确认了160万令吉的净汇兑收益,相比之下,上一个财政期间的外汇损失为100万令吉。

4Q19 vs 3Q19:
截至2019年12月31日的三个月,集团实现收入4410万令吉,上一季度为3850万令吉,因为来自本地和国际客户的订单增加,增长了14%。 EBITDA从截至2019年9月30日的三个月的80万令吉增至截至2019年12月31日的三个月的510万令吉。这主要是由于销售额的增长,以及在运作中持续改善带来的更好的利润率。

集团的税前亏损在2019年第四季也减少至30万令吉,而上一季度的税前亏损则为460万令吉。多美包装在本季度确认了100万令吉的汇兑收益,上一季度则确认了50万令吉的汇兑损失。

前景:
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。多美包装将加强销售及市场推广工作,以争取更多客户,并开发新产品以提高其竞争优势。多美包装还将继续提高运营效率,董事会对多美包装的业绩将有所改善感到乐观。
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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%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

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有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

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这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
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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.

Prospects:
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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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/2020-05-19-story-h1507092917.jsp

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