How Retailers can Perform Analysis: Plastic Packaging and Commodity (Steel & Aluminium)

Even though we are merely retailers, we should be a knowledgable one. 

Who says that retailers are destined to lose money in the share market? Well, for me, i never believe in those myths... The more people agrees to the fact, the more eager i want to prove them wrong. In fact, i think that there are no right or wrong in the market, only INVESTMENT DECISIONS matter... And along the time, our investment decisions will be proven.

How do we make our investment decisions? Based on guts feeling? Based on rumours and speculations? Based on facts and figures? Based on research? Even though i m a retailer, but i am myself's fund manager. I manage my own fund and i invest based on facts and figures. Pareto Law says that, 20% are winning money while the 80% are losing money to those 20%. If we want to win in the stock market, we should stop becoming the 80% and turn into 20%. 

We often see the stock analysts' reports. Their reports are very detailed and some even have chances to visit the CEO or the chairman of the listed companies. They have all the sophisticated software or tool to calculate and compare the financial information. Their news are always the most up to date. But for us, as retailers, we only have the chances to meet the bosses in the AGM and pose them our burning questions. Whenever a news was released, the retailers are the always the last one to know, the stock had been speculated before and that is the only time retailers went in. Ended up, retailers lose money.

Here i would like to stress that retailers can also perform the stock analysis, as professional as those stock analysts. Do not be discouraged even though we are retailers. This should not stop our passion towards investing. Whatever the stock analysts can do, we can do it like them too, we can emulate their analysis method, thus reduce our investment risks. Now let me share my experience and analysis method on how retailers can perform analysis.

If you like my way of analysis and you haven't join me in my facebook, appreciate if you could like my FB page, https://www.facebook.com/gainvestor10sai/?fref=ts

Thank you^^

TOMYPAK - TOMY Packs His Right Path

TOMYPAK company in Johor. Credit to my friend CKH for taking the photo. 

TOMYPAK continues to focus on its core resilient business. Around 90% of the Group's revenue is derived from the recession-resilient food and beverage sector. Being a necessity item especially in food and beverage industry, TOMYPAK management believe that the demand for flexible packaging will remain strong and growing[4]. Actually what is flexible packaging? By clicking on these video (Video 1 & Video 2), i think you will be able to understand how flexible packaging works[2][3]. In short, flexible packaging is actually a package or. container made of flexible or easily yielding materials that, when filled or closed, can be readily changed in shape. The construction may be of paper, plastic film, foil or any combination of these. 

Some samples of plastic packaging

Flexible packaging is no longer perceived as a simple wrapping material, but also as a decorative, protective and presentable tool to consumers while on display in the market[1]. TOMYPAK was established in 1979, public listed in 1996 in BURSA. TOMYPAK's packaging product classifications include: premium packaging (powdered beverage), high barrier metalized packaging (seasoning, powdered beverage), hot fill packaging (mayonnaise, sauces), general packaging (confectionery, instant noodles, snacks) and specialty (pet food, detergent). There are a lot of big clients, such as, Maggi, Nestle, Mamee, Yeo's, Oriental Food Industries, Apollo, Milo, Vico, Horlicks, Ajinomoto, Babas, Lady's Choice, etc. Now, looking back at the big clients profile. Milo and Maggi, the demand is still there. That's why Mr Chairman mentioned that the demand is still there as these food are recession-resilient food and beverage.

TOMYPAK main clients