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349 comment(s). Last comment by Nickhong at Feb 24, 2018 09:58 AM
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stteck
561 posts

Posted by stteck > Jul 1, 2017 07:31 PM | Report Abuse

马来西亚
马来西亚大约拥有55条瓦楞纸板生产线,其瓦楞包装需求量将超过130万吨.马来西亚对瓦楞纸箱纸板消费保持着每年4-5%的增长,纸和纸板的人均消费超过60kg。大部分瓦楞纸箱生产企业位于马来西亚半岛,这里人口集中,是全国的经济命脉。现在马来西亚东部的六家瓦楞纸箱生产企业,主要为马来西亚东部的食品、饮料和其他当地行业提供纸箱产品。单面瓦楞纸板和三层瓦楞纸板大概占到了瓦楞纸板产品总量的70%左右,五层瓦楞纸板大概为30%。马来西亚市场拓展十分的迅速,但三级厂并不其中。Oji与Muda两大集团占据了马来西亚大约65-70%的市场份额。截止至2017年2月18日马来西亚已确定观展企业120家,其中就包含占据马来西亚包装市场大部分份额的Oji以及Muda。


Oji Paper Asia Sdn. Bhd:日本OJi(王子)集团,是马来西亚瓦楞包装市场领头企业之一在马来西亚拥有8家公司。

Muda paper millssdn.Bhd:1964年,Muda在马来西亚Tasek,Penang成立了第一家造纸厂。而如今,Muda是马来西亚最大的综合造纸厂之一,每年回收超过40万吨的废纸。并为当地和出口市场提供高档的纸板及相关产品。本次展会,Muda集团将派10名高管观展。


zexon
328 posts

Posted by zexon > Oct 21, 2017 01:33 PM | Report Abuse

http://skyisthelimitskyisthelimit.blogspot.sg/2017/10/blog-post_17.html


ahbi
14 posts

Posted by ahbi > Dec 17, 2017 06:47 PM | Report Abuse

[转贴]阿笔谈股系列19- 浅谈Muda: 把垃圾变黄金
https://klse.i3investor.com/blogs/ahbi/141206.jsp


StockAlliace
44 posts

Posted by StockAlliace > Dec 17, 2017 08:12 PM |

Post removed. Why?


BearBear1980
22 posts

Posted by BearBear1980 > Jan 4, 2018 11:17 AM | Report Abuse

Paper price increase is double-edge sword, depend if company able to pass the increased cost to customer or not.


hebeds
69 posts

Posted by hebeds > Jan 8, 2018 12:28 PM | Report Abuse

is muda able to pass all the cost to customer? since price of raw material also increase heavily


Roger Lim Tau Kiat
29 posts

Posted by Roger Lim Tau Kiat > Feb 6, 2018 06:06 PM | Report Abuse

这只股可以买吗?感觉上会大涨,不过几时就不知道了,因为老板自己有80%的票,完全是等老板表演


solaris80
64 posts

Posted by solaris80 > Feb 12, 2018 04:01 PM | Report Abuse

Cheaper than toilet paper


telephone
50 posts

Posted by telephone > Feb 12, 2018 04:48 PM | Report Abuse

Roger, don't buy lar. Lousy management company, price drop since last year.不要像我们在这里住套房, 外面还有千多只股可以买。


Roger Lim Tau Kiat
29 posts

Posted by Roger Lim Tau Kiat > Feb 13, 2018 03:15 PM | Report Abuse

Telephone,这个公司去年approved了八百五十万的福利给老板。公司没有什么赚了,还批了八百五十万给老板花,跟benalac 一样。
过了新年的Report 感觉上会很不错,等看看咯


telephone
50 posts

Posted by telephone > Feb 13, 2018 03:54 PM | Report Abuse

Roger, 拿个例子-同样型号的机械它都可以用比同行竞争者(Harta, Orna Paper)高出20%价钱来买,你说钱去了哪里? 所以我说lousy management company.


Roger Lim Tau Kiat
29 posts

Posted by Roger Lim Tau Kiat > Feb 13, 2018 06:09 PM | Report Abuse

马来西亚太多纸箱厂,所以很多人都认为这只股会大涨,因为是上游老大。
今天来到这两年来最低了,这两个星期report出来,很多住套房的可以搬别墅了,我是看好这只股短期会大涨,不久又会跌到现在的价位。
我没有本钱了,被另一个老板套住了。


telephone
50 posts

Posted by telephone > Feb 13, 2018 06:59 PM | Report Abuse

我买它是因为2017年头国际纸价大涨又缺货, 看好它纸浆厂会大賺。哪知道人算不如CC Lim 算。。。


Roger Lim Tau Kiat
29 posts

Posted by Roger Lim Tau Kiat > Feb 13, 2018 09:49 PM | Report Abuse

Oji 就大赚,有种树。muda 这种股hit and run。问题就在hit 不到,老板又把股价压到死死。不过看他的轮回两年一次,差不多了。有买的就等收米。这次涨来到三块都有可能。因为现在的价钱很低了,可能到1.10就下不去了。


Roger Lim Tau Kiat
29 posts

Posted by Roger Lim Tau Kiat > Feb 14, 2018 05:13 PM | Report Abuse

没有最低,只有更低
1.10就下不去了
可是没有钱买


telephone
50 posts

Posted by telephone > Feb 14, 2018 06:08 PM | Report Abuse

Solaris,Roger, 新年快乐,2018年股财就手。。。


Ramada
412 posts

Posted by Ramada > Feb 19, 2018 09:43 AM | Report Abuse

This is old corrugated container (OCC), raw material for making kraft paper roll.
http://cosmosgreenfze.com//wp-content/uploads/2017/10/OCC-Medium.jpg

And this is kraft paper roll. The raw material for making corrugated box.
https://sc01.alicdn.com/kf/HTB1uUPTHFXXXXb7XFXXq6xXFXXXa/200351047/HTB1uUPTHFXXXXb7XFXXq6xXFXXXa.jpg

There is only one listed company in Bursa will be benefit from cheap OCC price, it's MUDA PAPER. They turn OCC into kraft paper roll. (And turn kraft paper roll into corrugated box too).

Another three which named ORNA, MASTER and PPHB buying kraft paper roll and turn it into corrugated box. Their raw material is paper roll, NOT old corrugated container (OCC).

Anyway, cheap raw material (OCC) will benefit all these four companies. BUT MUDA will be benefited the most.

Let's see what MUDA management said in their previous quarter's prospect.

. Commentary on Prospects

Against the backdrop of higher sales volume, higher selling price and lower raw material cost, profitability of the Group in the next quarter is expected to be better. The Board is confident that the Group will deliver better profit in 2017.


Ramada
412 posts

Posted by Ramada > Feb 19, 2018 10:26 AM | Report Abuse

Good sharing from Lau333. Old corrugated container (OCC) which is raw material for paper roll drops a lot, almost 40% from its peak.

Corrugated Packaging Industry: A New Dawn
http://klse.i3investor.com/blogs/20102017/147710.jsp

MUDA drops from RM1.80 to RM1.20. With good prospects ahead, I think it's a good buy now.


Ramada
412 posts

Posted by Ramada > Feb 19, 2018 10:31 AM | Report Abuse

And their final quarter's result always the best. The main point is, raw material which named old corrugated container (OCC) dropped almost 40% (Oct-Dec 2017).
http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=3883
http://klse.i3investor.com/files/my/blog/img/bl4011_occ_price.png


NorthernStar
118 posts

Posted by NorthernStar > Feb 19, 2018 11:09 AM | Report Abuse

testing


NorthernStar
118 posts

Posted by NorthernStar > Feb 19, 2018 11:10 AM | Report Abuse

telephone, sound like you have some insider information similar to stone.


NorthernStar
118 posts

Posted by NorthernStar > Feb 19, 2018 11:14 AM | Report Abuse

Solaris80, your comment is interesting. suddenly got more interesting news or rumours circulating.


Ramada
412 posts

Posted by Ramada > Feb 19, 2018 08:08 PM | Report Abuse

Today buying rate as high as 90%. The group said result will be better than previous already. Should BUY before result has released.


NorthernStar
118 posts

Posted by NorthernStar > Feb 19, 2018 08:36 PM | Report Abuse

Ramada, you also got insider inform from the group. Haha... everybody got inform but who is tell true or rumours.


Ramada
412 posts

Posted by Ramada > Feb 19, 2018 08:44 PM | Report Abuse

No. No. No. You misunderstood me. I mean MUDA's management said 4th quarter result will be better than previous. Please read their prospects in page 15.

. Commentary on Prospects

Against the backdrop of higher sales volume, higher selling price and lower raw material cost, profitability of the Group in the next quarter is expected to be better. The Board is confident that the Group will deliver better profit in 2017.

http://www.malaysiastock.biz/GetReport.aspx?file=2017/11/24/3883%20-%201738033776989.pdf&name=QuarterlyResult%202017%20Q3.pdf


Ramada
412 posts

Posted by Ramada > Feb 20, 2018 10:24 AM | Report Abuse

OCC recycling process. (Turn OCC into paper roll)
https://www.youtube.com/watch?v=Bx0ozMweqoU

Corrugated box manufacturing process. (Turn paper roll into box)
https://www.youtube.com/watch?v=C5nNUPNvWAw
19/02/2018 10:39


Ramada
412 posts

Posted by Ramada > Feb 20, 2018 10:38 AM | Report Abuse

Based on The Malaysian Pulp and Paper Manufacturer Association (MPPMA) 2012 data. Local paper mills still imported 30% waste paper from Europe, US and Australia.
https://klse.i3investor.com/files/my/blog/img/bl4210_mppma.png

Two main reasons why MUDA will be very good in final quarter.
(1) Cheap raw material, almost drop 40% from its peak.
(2) Stronger RM against USD.


Ramada
412 posts

Posted by Ramada > Feb 20, 2018 11:34 AM | Report Abuse

For MUDA, its final quarter always the best for continuous 8 years.


Roger Lim Tau Kiat
29 posts

Posted by Roger Lim Tau Kiat > Feb 20, 2018 08:01 PM | Report Abuse

冷门又掉低的股。
这只股涨完又会跌完。Unpredictable
所以没有基金关注


Ramada
412 posts

Posted by Ramada > Feb 21, 2018 09:54 AM | Report Abuse

Zzz...


firehawk
1983 posts

Posted by firehawk > Feb 21, 2018 10:15 AM | Report Abuse

today no vol .... :-(


Roger Lim Tau Kiat
29 posts

Posted by Roger Lim Tau Kiat > Feb 21, 2018 12:58 PM | Report Abuse

我看超过70%的量是老板自己买卖。以我的个性,我1.30就忍不住买进了,要到今天才会回本。到现在我一张都没有买到这个股。
我也没有rm1.15买到.我纯粹多事进来看看留言。


Nickhong
145 posts

Posted by Nickhong > Feb 22, 2018 10:43 AM | Report Abuse

在马来西亚产量最大的纸厂,但是却很冷门


joeinner
4 posts

Posted by joeinner > Feb 22, 2018 11:48 AM | Report Abuse

The biggest but the performance really bad compare to other corrugated box plant
让人失望


Nickhong
145 posts

Posted by Nickhong > Feb 22, 2018 02:38 PM | Report Abuse

因为赚到的钱都拿去投资买机器


telephone
50 posts

Posted by telephone > Feb 22, 2018 03:47 PM | Report Abuse

在纸箱业里,同行业者(GSPP, Harta, Orna...)都不断地在增加或提升自家的机器 (corrugater , printing machine...)来应和市场. 不过,Muda 买的厂房和机器都是比人家贵的哦( apple to apple).所以我说这是lousy management company.


telephone
50 posts

Posted by telephone > Feb 22, 2018 08:51 PM | Report Abuse

不是少賺, 是不想分给你。它以可以说是亏本價卖给子公司, Intrapac Singapore. Intrapac Singapore 再以高利润卖出国外。亏了Muda, 肥了Intrapac Singapore.为什么? 因为新加玻的公司税低过大马啊。


Nickhong
145 posts

Posted by Nickhong > Feb 22, 2018 08:52 PM | Report Abuse

北马的在装着新的机器,有两台没装,kajang也在装着新的机器


solaris80
64 posts

Posted by solaris80 > Feb 22, 2018 09:19 PM | Report Abuse

IKEA最近拿了很多很多的货,员工ot 做到很够累


Nickhong
145 posts

Posted by Nickhong > Feb 22, 2018 09:57 PM | Report Abuse

营业额一直破新高,可以说稳定了顾客不会跑,只是赚到的钱都拿去买机器


solaris80
64 posts

Posted by solaris80 > Feb 22, 2018 10:07 PM | Report Abuse

马来西亚的原纸还需要靠进口才能满足


Nickhong
145 posts

Posted by Nickhong > Feb 22, 2018 10:46 PM | Report Abuse

用纸量只会越来越多,因为都是网购,所以幕达才会投资哪么多在机器


solaris80
64 posts

Posted by solaris80 > Feb 22, 2018 11:21 PM | Report Abuse

上个星期的废纸价又再下滑,Muda 的成本可以降低


joeinner
4 posts

Posted by joeinner > Feb 23, 2018 01:24 PM | Report Abuse

等等看这将要出的Report ,证明能否在这接下来的半年大賺。


Nickhong
145 posts

Posted by Nickhong > Feb 23, 2018 03:20 PM | Report Abuse

已经投资9千万在机器方面来提升产量


Nickhong
145 posts

Posted by Nickhong > Feb 23, 2018 03:31 PM | Report Abuse

应该要开始赚了,Asia file也是第二大股东


Roger Lim Tau Kiat
29 posts

Posted by Roger Lim Tau Kiat > Feb 23, 2018 10:02 PM | Report Abuse

会不会业绩破纪录,可是利润50 万?
这个老板会这样做吗?这个老板是怎样的人?


Nickhong
145 posts

Posted by Nickhong > Feb 24, 2018 09:54 AM | Report Abuse

只知道老板有野心的人,但行事低掉


Nickhong
145 posts

Posted by Nickhong > Feb 24, 2018 09:58 AM | Report Abuse

很少曝光,基金也少关注

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