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 楼主| 发表于 2017-8-15 20:28 | 显示全部楼层
米奇之家 发表于 2017-8-8 16:16
期待多美的最新季报

https://asia.nikkei.com/print/article/285825

INTERVIEW: Tomypak Expects Sales Growth To Keep Pace With Capacity Expansion-Official

By Gho Chee Yuan and Chong Sin Hao
Nikkei Markets

KUALA LUMPUR (Aug 11) -- Malaysia's Tomypak Holdings expects sales growth to keep pace with capacity expansion as the flexible packaging materials maker plans to double its production capability in the next three years and forays into different packaging segments, its executive director said.

"We plan to double our capacity in the next three years to cater to rising demand," Tan See Yin told Nikkei Markets. The company is building a plant on 10.5 acres in the Senai Industrial Estate in the southern state of Johor, which will have an estimated production capacity of about 16,000 tons a year.

The first phase of the plant, which will add 6,000 tons in capacity, has started operation in the second quarter this year. "The additional capacity has been fully taken up by existing and new customers," said Tan, noting that changing consumer lifestyle has boosted demand for packed foods and beverages.

"The growth prospects of packaging companies, especially in the Asia Pacific region, are expected to be high," he added.

The second phase, with similar capacity as the first, is slated to commence operation by the first quarter of 2018, Tan said. "The products being produced can be used to pack sauces, seasonings, noodles, beverages, oils as well as snacks," he added.

With additional capacity in place, Tomypak intends to expand into other food and beverage packaging segments in which the company currently has no presence. "There are more segment for us to explore. We only have presence in the food and beverage packages segment, we have yet to be involved in rice and bread packaging," he added.

Currently, Tomypak's 19,000 tons a-year plant in Tampoi in Johor, runs at 60%-to-70% of its capacity. The company got about 90% of its revenue from the food and beverage sector.

Tomypak's aggressive expansion comes amid a rise in consumer awareness, increasing demand for fresh foods, and higher consumption of processed food across the world. According to research firm Technavio, global advanced packaging market is expected to exceed $31 billion by 2019, growing at a compounded annual growth rate of 8%.

Despite higher capital spending, the company will continue to pay more than 40% of its net profit as dividend to shareholders, Tan said.

On foreign exchange risk, Tan said the company adopts a "natural hedge" to mitigate risk. "About 60%-to-70% of raw material cost are U.S. dollar denominated," and any swing in the foreign exchange rate is adjusted by export pricing, which is also in dollar terms, he said.

"We expect raw material cost to remain stable for the remaining of the year, and with the new machines coming in, our margin could improve gradually," he added.

About 52.9% of Tomypak's revenue come from exports.

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x 293
 楼主| 发表于 2017-8-15 20:42 | 显示全部楼层
小蜗牛 发表于 2017-8-11 13:40
ZFX 大大
请问下你对Mr. Yong Kwet On 卖股的看法?
为何他会卖掉怎么多股份呢?

我认为Yong Kwet On的New Orient并不是长期投资经营者,更像是私募基金,更何况Yong又不是执行董事。还有就是根据年报30大股东的列表来看,New Orient应该是借钱买股票,所以它的股票都抵押在代理人户口,看来New Orient借的钱要到期还钱所以它才开始卖股票。其实只要多美包装的灵魂人物林汗水没卖那就无需惊慌。

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x 63
发表于 2017-8-16 10:59 | 显示全部楼层
请问下ZXF兄,有关于TOMYPAK客户的资料吗?

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x 7
发表于 2017-8-16 13:56 | 显示全部楼层
ZXF 发表于 2017-8-15 20:42
我认为Yong Kwet On的New Orient并不是长期投资经营者,更像是私募基金,更何况Yong又不是执行董事。还有 ...

谢谢你为我解惑。

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x 41
发表于 2017-8-16 16:55 | 显示全部楼层
ZXF 发表于 2017-8-15 20:28
https://asia.nikkei.com/print/article/285825

INTERVIEW: Tomypak Expects Sales Growth To Keep  ...

谢谢

有看了这份报道,和我之前推算的,差不多,现在就看看最新季报的Revenue、PAT和eps,是否能真的如Mr Tan所说。

"The additional capacity has been fully taken up by existing and new customers,"
如果一切顺利,来临的季报,应该可以看到Revenue的成长

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x 41
发表于 2017-8-20 17:45 | 显示全部楼层
本帖最后由 米奇之家 于 2017-8-22 14:27 编辑
ZXF 发表于 2017-5-30 17:12
我的理财目标(27) – 多美包装(Tomypak)

当我看了多美包装2016的年报时,我之前一直有着当新厂运作时总 ...



‘很大很大’的基金,是EPF?
这个网站看到的
http://www.bursamarketplace.com/ ... tock/TOMY/ownership

不过,看到里面epf持有的数据,感觉有点“怪怪”的。

http://www.bursamarketplace.com/ ... tock/TOMY/ownership
***BURSAMARKETPLACE刚“更新”了,没有epf的存在

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