New Toyo

[potatolover]

I never buy into SIN industries and their supporting supply chain of companies...I believe in Karmic forces...it is really up to the individual...u never know whether in the end, duties are being paid for or not and where the cigarette ends up, in legal or non-legal supply chains...

This is the extent of the smuggling problem...

http://www.belfasttelegraph.co.uk/breaki...16261.html

And the SAH has been dormant for such a long time...

Why did Mr Yen want to do with the shell of SAH?

A friend of mine in the field told me that it might take ages before any "deal" can be drawn out..
And with the tainted history of SAH (i.e. sell out on the cheap to "SWP"), might not be easy for any "deal" to materialize...
At the end of the day, u keep paying legal and consultancy fees and get nothing back in return. Cash position keeps withering down...

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Once Tien Wah's long term supply contract with BAT up, it is going to be a big problem... Is New Toyo/Tien WaH able to secure a new contract with BAT, given that rising cost pressure?

Will BAT turn to other lower cost suppliers in China? There are many LOW COST vendors there!

[Underdogger]

something must be brewing at Tien Wah... 500,000 shares were bidding at 2.09 RM.
considering the fact that there are only about 96.5 mil shares outstanding.... this was exceptional buying interest....

[Stockerman]

yes something very bad brewing at New Toyo...

Old Yen pledged 33mil of his New Toyo shares with Hong Leong Finance...

if Old Yen cannot repay his loan, the creditor will simply dump 33mil of New Toyo shares in open market...

New Toyo will easily drop to below 20 cents in no time...

http://www.newtoyo.com/announcements/201...le_728.pdf

something must be brewing at Tien Wah... 500,000 shares were bidding at 2.09 RM.
considering the fact that there are only about 96.5 mil shares outstanding.... this was exceptional buying interest....

[potatolover]

Another Good Reason to SHUN AWAY from this SIN counter....

yes something very bad brewing at New Toyo...

Old Yen pledged 33mil of his New Toyo shares with Hong Leong Finance...

if Old Yen cannot repay his loan, the creditor will simply dump 33mil of New Toyo shares in open market...

New Toyo will easily drop to below 20 cents in no time...

http://www.newtoyo.com/announcements/201...le_728.pdf

something must be brewing at Tien Wah... 500,000 shares were bidding at 2.09 RM.
considering the fact that there are only about 96.5 mil shares outstanding.... this was exceptional buying interest....

[Underdogger]

At the last AGM, New Toyo mentioned about going into Africa....

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Tobacco companies see Africa as fertile ground

Smoking rates are declining or flat in much of the world. But they're rising in Africa, where even a child can afford the cost of a single cigarette.
http://articles.latimes.com/2012/dec/12/...g-20121213

"You don't have a lot of smokers now, which means there's a lot of growth potential," he said. "In Africa, population growth is rapid. Over the next 20 years, the one region where smoking prevalence is going to rise under any circumstances is Africa."

A 2011 study by the University of Michigan found that without more action by African nations to discourage smoking, the percentage of smokers will rise from an average 16% to 22% by 2030, a massive increase given U.N. predictions that sub-Saharan Africa's population will rise by half a billion, to 1.3 billion, by then.

"Twenty years ago, the industry wasn't interested in Africa because they were still seeing considerable growth in other markets. As they've been pushed out of America, Australia, Europe, they're moving on to the next lowest-hanging fruit," Blecher says. "With the resources that they have and the experience they have, they will be successful if nothing's done

[pianist]

New toyo a TRUE blue Singapore sin stock.

[Underdogger]

Such is the power and profitability of tobacco companies....

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http://tribune.com.pk/story/510298/pakis...last-year/


KARACHI:
Pakistan Tobacco Company has announced its profits for the year ended December 31, 201, declaring a net profit of Rs1.73 billion rupees, compared to only Rs363.79 million in the previous year. This translates into a growth in profitability of a staggering 375% over the preceding year.
The entire growth of the company can be attributed to the growth in its top-line, with gross profits growing from Rs6.24 billion to reach Rs8.45 billion. Breaking that up, the company’s gross turnover for the year stood at Rs75.53 billion (12% higher than the previous year), out of which it paid a whopping Rs39 billion in excise duties (Rs35 billion in the previous year) and an additional Rs11 billion in sales taxes (Rs10 billion in the previous year).
Meanwhile, its selling and distribution expenses increased only 12% and administrative expenses by 4.5%; while its other operating expenses declined by 23% and other operating income increased by 67%. This effectively meant that almost all the increase in the company’s top-line went directly towards its net profits, as it also cut its net finance costs in the same period by 28%.
The company’s earnings per share clocks in at Rs6.77 per share, and it has announced a final dividend of Rs3.25 per share in addition to two interim dividends (already paid) at Rs3.05 per share.
Pakistan Tobacco Company is part of British American Tobacco, “the world’s most international tobacco group,” according to its website, with its brands sold in 180 markets around the world. Their operations began in Pakistan in 1947, making the company one of Pakistan’s first foreign investments.
The company is involved in every aspect of cigarette production, from cultivation to packaging. Its brands include Dunhill, Benson & Hedges, John Player Gold Leaf (the largest urban consumer goods brand in Pakistan), Capstan by Pall Mall, Gold Flake and Embassy.
Pakistan Tobacco is the single-largest taxpaying unit in Pakistan. The company pays more taxes than all salaried individuals in the country combined.
Published in The Express Tribune, February 21st, 2013.

[Stockerman]

Armed forces have reversed course and BOUGHT UP Tien Wah , after disposing of it earlier…

http://www.tienwah.com/2013%20Bursa%20An...arch13.htm

The massive bids at Tien Wah seen over the last week are REAL!

[Louhan]

Why do you think Armed Forces suddenly reverse course in Tien Wah? Is there something that they know, and minority shareholders do not know?

Armed forces have reversed course and BOUGHT UP Tien Wah , after disposing of it earlier…

http://www.tienwah.com/2013%20Bursa%20An...arch13.htm

The massive bids at Tien Wah seen over the last week are REAL!

[Underdogger]

The armed forces (largely pension funds) might have caught wind that there are major developments coming up at Tien Wah,
e.g. land redevelopment - printing factories in "future Orchard Road of KL" are just a big eye sore; new printing businesses inked between Tien Wah and BAT as the latter expands into the Philippines, Africa, etc

Fund houses can sell a counter for many reasons (e.g poor earnings, need to raise cash, etc). But they usually only BUY it for good reasons

SPH sprung to life after the company announced in March 2013 that it was exploring the creation of a real estate investment trust to be listed on SGX, in an attempt to monetise its property assets and to also expand its property division and perhaps become a aggressive developer...

Tien Wah might be doing the same...

Why do you think Armed Forces suddenly reverse course in Tien Wah? Is there something that they know, and minority shareholders do not know?

Armed forces have reversed course and BOUGHT UP Tien Wah , after disposing of it earlier…

http://www.tienwah.com/2013%20Bursa%20An...arch13.htm

The massive bids at Tien Wah seen over the last week are REAL!