{"id":6405,"date":"2009-04-09T06:19:12","date_gmt":"2009-04-09T06:19:12","guid":{"rendered":"http:\/\/staging109.reinatech.info\/bpplas\/?p=6405"},"modified":"2021-05-30T08:42:53","modified_gmt":"2021-05-30T08:42:53","slug":"insider-asias-stock-of-the-day-bpp","status":"publish","type":"post","link":"https:\/\/www.bpplas.com\/insider-asias-stock-of-the-day-bpp\/","title":{"rendered":"Insider Asia\u2019s Stock Of The Day: BPP"},"content":{"rendered":"
[vc_row][vc_column][vc_wp_text]<\/span><\/p>\n Business expansion: BP Plastics Holdings Bhd\u2019s new RM13.5mil machine is expected to boost the <\/span>company\u2019s earnings <\/span><\/p>\n PETALING JAYA: Johor-based polyethylene film-maker, BP Plastics Holdings Bhd, <\/span>which expanded its plastic operations with a new 3m cast stretch film machine last year, <\/span>is looking at double-digit sales growth this year.<\/span><\/p>\n Group managing director Lim Chun Yow said with the machine running at almost full <\/span>capacity now, the company was confident of achieving higher export sales this year.<\/span><\/p>\n The company is targeting to increase its export sales to 80% of total turnover this year <\/span>from the 79% achieved previously.<\/span><\/p>\n \u201cDespite the tepid growth seen in the overall markets and the recent strengthening of <\/span>the ringgit, our continuous pursuit in producing better product mixes for new markets <\/span>and existing customers would spur export sales,\u201d he told StarBiz in an email reply.<\/span><\/p>\n With a market value of RM300.2mil, 63% of the company\u2019s sales is in US dollar, 20% in <\/span>ringgit followed by 10% in Singapore dollar and the remaining 7% in euro and yen.<\/span><\/p>\n The domestic market made up about 20% of the company\u2019s total annual turnover <\/span>currently.<\/span><\/p>\n On whether it had plans to diversify, Lim said for now it would focus on growing its <\/span>business organically.<\/span><\/p>\n \u201cOther than the existing markets, BPP is targeting exports markets such as Japan, <\/span>Asean, Far Eastern countries and Australia.<\/span><\/p>\n \u201cBut we are always open to the possibility of business expansion in future,\u201d said Lim, <\/span>declining to elaborate this further.<\/span><\/p>\n Listed on the Main Board of Bursa Malaysia Securities Bhd in 2005, the net cash <\/span>company that has no borrowings would also focus on improving cost efficiency and <\/span>productivity in light of the rising operating costs environment.<\/span><\/p>\n Meanwhile, Lim, who was one of the founders of BP Plastics, said raw material prices <\/span>was mainly driven by supply and demand conditions.<\/span><\/p>\n \u201cThe current scheduled and unscheduled shutdowns of petrol-chemical plants <\/span>worldwide, particularly in Asia have caused severe supply shortage this year, resulting <\/span>in higher raw material prices of ethylene and polyethylene since January.<\/span><\/p>\n \u201cSuch conditions are predicted to prevail in the short-term, which could further elevate <\/span>the raw material prices,\u201d he noted.<\/span><\/p>\n But, with additional production capacities coming on-stream from petrol-chemical plants <\/span>in the Middle-East and North America regions in the second half of this year, prices <\/span>would perhaps stabilise, according to Lim.<\/span><\/p>\n In February, the company rolled out a minimum 40% dividend policy payout from its net <\/span>profit.<\/span><\/p>\n \u201cWe intend to keep this dividend policy.<\/span><\/p>\n \u201cThe distribution of future dividends will also take into account, among others, the <\/span>capital requirements and working capital needs of our group,\u201d affirmed Lim.<\/span><\/p>\n On the outlook, with China\u2019s slowdown and moderate growth in economies globally as <\/span>well as higher labour costs from the recent minimum wage increase for foreign workers, <\/span>it\u2019s quite a wobbly path, he noted.<\/span><\/p>\n Kenanga Research said BP Plastics was able to command stronger earnings before <\/span>interest and tax margins at 10% compared to 5% for Thong Guan Bhd and 6% for <\/span>Scientex Bhd.<\/span><\/p>\n This is due to better operating efficiency from managing a single plant and business <\/span>segment, according to the research house.<\/span><\/p>\n \u201cWe like the management\u2019s prudent approach to its balance sheet as the group is in a <\/span>strong net cash position of 26.8% (to shareholders\u2019 fund) currently and has maintained <\/span>a net cash position for the last 25 years.<\/span><\/p>\n \u201cThe management has been paying out 4 to 6 sen dividends per annum for the past six <\/span>years and we expect this to increase going forward, in line with the additional capacity <\/span>and improved margins,\u201d said Kenanga.<\/span><\/p>\n The research house estimated financial year 2015 (FY15) dividend of 8 sen, which <\/span>includes a 2 sen special distribution.<\/span><\/p>\n Stripping that out, FY15 dividend per share (DPS) implied a 60% payout ratio based on <\/span>Kenanga Research\u2019s estimates.<\/span><\/p>\n As such, assuming a similar payout ratio, FY16 until FY17 DPS translates to 7.4 sen to <\/span>9.2 sen.<\/span><\/p>\n BP Plastics closed down 3 sen or 1.84% at RM1.60. At the current stock price, it is <\/span>trading at 13.58 times price-to-earnings with a potential dividend yield 3.75%.<\/span>[\/vc_wp_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":" [vc_row][vc_column][vc_wp_text] Business expansion: BP Plastics Holdings Bhd\u2019s new RM13.5mil machine is expected to boost the company\u2019s earnings PETALING JAYA: Johor-based polyethylene film-maker, BP Plastics Holdings Bhd, which expanded its plastic operations with a new 3m cast stretch film machine last year, is looking at double-digit sales growth this year. Group managing director Lim Chun Yow said with the machine running at almost full capacity now, the company was confident of achieving higher export sales this year. The company is targeting to increase its export sales to 80% of total turnover this year from the 79% achieved previously. \u201cDespite the tepid growth seen in the overall markets and the recent strengthening of the ringgit, our continuous pursuit in producing better product mixes for new markets and existing customers would spur export sales,\u201d he told StarBiz in an email reply. With a market value of RM300.2mil, 63% of the company\u2019s sales is in US dollar, 20% in ringgit followed by 10% in Singapore dollar and the remaining 7% in euro and yen. The domestic market made up about 20% of the company\u2019s total annual turnover currently. On whether it had plans to diversify, Lim said for now it would focus on growing its business organically. \u201cOther than the existing markets, BPP is targeting exports markets such as Japan, Asean, Far Eastern countries and Australia. \u201cBut we are always open to the possibility of business expansion in future,\u201d said Lim, declining to elaborate this further. Listed on the Main Board of Bursa Malaysia Securities Bhd in 2005, the net cash company that has no borrowings would also focus on improving cost efficiency and productivity in light of the rising operating costs environment. Meanwhile, Lim, who was one of the founders of BP Plastics, said raw material prices was mainly driven by supply and demand conditions. \u201cThe current scheduled and unscheduled shutdowns of petrol-chemical plants worldwide, particularly in Asia have caused severe supply shortage this year, resulting in higher raw material prices of ethylene and polyethylene since January. \u201cSuch conditions are predicted to prevail in the short-term, which could further elevate the raw material prices,\u201d he noted. But, with additional production capacities coming on-stream from petrol-chemical plants in the Middle-East and North America regions in the second half of this year, prices would perhaps stabilise, according to Lim. In February, the company rolled out a minimum 40% dividend policy payout from its net profit. \u201cWe intend to keep this dividend policy. \u201cThe distribution of future dividends will also take into account, among others, the capital requirements and working capital needs of our group,\u201d affirmed Lim. On the outlook, with China\u2019s slowdown and moderate growth in economies globally as well as higher labour costs from the recent minimum wage increase for foreign workers, it\u2019s quite a wobbly path, he noted. Kenanga Research said BP Plastics was able to command stronger earnings before interest and tax margins at 10% compared to 5% for Thong Guan Bhd and 6% for Scientex Bhd. This is due to better operating efficiency from managing a single plant and business segment, according to the research house. \u201cWe like the management\u2019s prudent approach to its balance sheet as the group is in a strong net cash position of 26.8% (to shareholders\u2019 fund) currently and has maintained a net cash position for the last 25 years. \u201cThe management has been paying out 4 to 6 sen dividends per annum for the past six years and we expect this to increase going forward, in line with the additional capacity and improved margins,\u201d said Kenanga. The research house estimated financial year 2015 (FY15) dividend of 8 sen, which includes a 2 sen special distribution. Stripping that out, FY15 dividend per share (DPS) implied a 60% payout ratio based on Kenanga Research\u2019s estimates. As such, assuming a similar payout ratio, FY16 until FY17 DPS translates to 7.4 sen to 9.2 sen. BP Plastics closed down 3 sen or 1.84% at RM1.60. At the current stock price, it is trading at 13.58 times price-to-earnings with a potential dividend yield 3.75%.[\/vc_wp_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[62,64],"tags":[],"class_list":["post-6405","post","type-post","status-publish","format-standard","hentry","category-media-news","category-the-edge","post-no-thumbnail"],"yoast_head":"\r\n