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Overview
Financial Highlight
HeadlinesBusiness Background MSM Malaysia Holdings Bhd and its subsidiaries are involved in the business of sugar producing and refining, sales and marketing of refined sugar products, planting of rubber and oil palm, commodity trading and raw and refined sugar trading. The firm has Sugar and Rubber and palm oil operating segments. It derives the majority of its revenues from Sugar segment. The firm markets its products under Gula Prai brand name.
  TedTock https://www.theedgemarkets.com/article/msm-suspends-msm-johors-production-two-months 08/04/2021 10:14 PM TedTock MSM said that during the temporary shutdown, it will use available refined sugar stocks at MSM Johor on top of being supported by production at its second refinery, MSM Prai, for domestic and export market supply. “With these measures, there will be no material impact on operations, earnings per shares and net assets per share of the company arising from the temporary production shutdown," the company said. 08/04/2021 10:16 PM Hop333 They stated "no material impact on operations, earnings per shares and net assets per share of the company". So shouldn't have major issue, maybe drop bit & up again? Most importantly, wasn't as serious as Top Glove or other major issue. Anyhow, bursa is unpredictable. Good news doesnt mean will up 09/04/2021 12:23 AM Parksonguy No metarial impact? Management talk cock? Whole factory closed for two month not two weeks. 09/04/2021 4:41 AM Parksonguy Perlis factory last yrs already closed down now want restart need money, johor factory need pay free salary. After two month closed perlis again need money to closed again. 09/04/2021 4:43 AM HamsterHuat habis....2 month shutdown during coming Bazaar Ramadan month NOT good.... Boiler BERAKdown mean no regular maintanance....possible budget cut....never do repair or just jalan saja selagi boleh. Adoiiii. Like this...buy with care. 09/04/2021 8:51 AM MattHann Relax guys. Prai plant has a production capacity if 1 million tonnes per annum. MSM as a group, only sells about 1.1m tonnes for the whole year. it can do so without johor plant for the entire year. 09/04/2021 9:13 AM collie As long as today close above 1.60 I think it’s ok. Q2 will most likely post good results. Don’t panic. Will monitor and top up a bit. Let’s see today’s performance 09/04/2021 9:16 AM caonima https://www.theedgemarkets.com/article/cgscimb-downgrades-msm-malaysia-reduce-expects-refinery-suspension-pose-earnings-risk 09/04/2021 12:35 PM Arvin6 Seem like many investor spot this MSM dy .. its need time to consolidate recent high .. Maybe it will need few month or year. but if the big boy buy in that is a difference story .... lol .. now will wait and see the uptrend signal from MSM.. if some of them believe what i say last two weeks maybe now you all can get cheapest share right now ..lol.. Happy Trading . 09/04/2021 1:55 PM collie Aminvest POV: We believe that earnings impact of the plant shutdown would not be significant as the off-take in the sugar refinery in Tanjung Langsat is low. Average utilisation rate of the refinery was only 27% in 4QFY20. Average utilisation rate was 23% in FY20. Hence, MSM Prai can easily take over some of the sugar orders from MSM Johor. We believe that MSM Prai’s utilisation rate is about 80%. We also gather that the boiler is under warranty. Hence, MSM may not have to bear all of the boiler’s repair expenses. 09/04/2021 5:20 PM Tigerchan Cimb 1.22, is to help investor to buy. Does cimb know hos to run business. 09/04/2021 8:16 PM Survivor13 MSM already making profit, and the company has announced temporary shutdown for maintenance work does not have any impact to operation and EPS. All supply still can be filled by Prai factory. Take Aminvestment reseach TP = 2.15 as good. More Raya Puasa is coming, Sugar demand is increasing. Go go go 12/04/2021 8:47 AM Goldenhorse Lets make some logical math here, Say Johor closed for repair, because it says boiler problem in news. Say they repair now, means good because repair still under warranty, I wonder who did their boilers, Those contractors losing big time. But at the same time, now repair better as it is free. then when it is not repaired means not efficient la. So now repaired = in future will be more efficient????? 12/04/2021 3:21 PM Goldenhorse Eh if plant shut down revenue will drop meh? CGS CIMB says depreciation continue. I think not true, MSM has buffer 2 months stock for this closure.. I think net net no impact? or impact is good cus close for repair better than keep running and damage? 12/04/2021 3:22 PM Goldenhorse Got inventory buffer means can continue to sell loh. Revenue and profit same loh 12/04/2021 3:29 PM derricksyl 吉隆坡13日讯）大马糖厂（MSM，5202，主板消费股）就关闭柔佛糖厂一事召开汇报会，却无法解答分析员疑惑；分析员唯有维持对该集团盈利风险的担忧。 13/04/2021 9:34 PM iswara even QR2 come with good result, QR3 will not so price won't move up too many, maybe open high close low then sideway few month... 14/04/2021 4:26 PM  DATO SRI KAY Wao you are so good in TA, can spot double bottom. hailak double bottom here it comes 15/04/2021 10:45 AM 15/04/2021 5:30 PM hasbullahali Can expect demand for sugar to increase till Raya especially during Covid. 16/04/2021 11:53 AM  |
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