Today Star -- TomyPak (cont-ed)
1.) EPS, Dividend have been quite constant and stable giving out 3 cent each quarter
2.) As government new regulation, packaging industry now can transfer raw material cost to consumer, meaning to say their margin will not affect by the raw material price fluctuation. Raw material go up 30 cent, their price will go up 30 cent or even more.
3.) Nowadays you go shopping you’ll notice, most of the packaging last time used to be tin, glass or so on.?? Lots of fancy fancy plastic, boxes to attract consumer which can boost up packaging industry like tomypak
4.) Tomypak is the 2nd largest packaging company vs daibochi but if you ask me, I would prefer to buy something with discount and valuable – tomypak PE 6.x instead of something over price – daibochi PE9.x .
5.) The last – Revenue vs Net profit = Margin (How efficient the company use their resource turn into profit) compare tomypak (7.85%) vs daibochi (6.84%) from last quarter give me an idea – Large doesn’t mean the best
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Been following your blog, you had made great call on kfima, gopeng and titan. Congrats for the good call. Mind to share what is the other stock you are holding?
ReplyDeletewhen I accumulate enough, I'll share
ReplyDeleteWah... so good ah?
ReplyDeleteTomypak a good buy