Highlights
KLSE: PPHB (8273)       PUBLIC PACKAGES HOLDINGS BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
0.50   0.00 (0.00%)  0.00 - 0.00  0
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Overview

Market Cap: 94 Million
NOSH: 189 Million
Avg Volume (4 weeks):90,668
4 Weeks Range:0.50 - 0.605
4 Weeks Price Volatility (%):
82.64%
52 Weeks Range:0.39 - 0.77
52 Weeks Price Volatility (%):
64.94%
Average Price Target: 0.98
Price Target Upside/Downside: +0.48

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2018 [#3]  |  26-Nov-2018
Next QR | Est. Ann. Date: 31-Dec-2018  |  27-Feb-2019
T4Q P/E | EY: 5.26  |  19.03%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 1.16  |  0.43
T4Q NP Margin | ROE: 9.52%  |  8.20%

Headlines

Date Subject
14-Mar-2018 [TRV] Financial Statement Analysis for PPHB
26-Feb-2018 Lau333//Corrugated Packaging Industry: MUDA, BOXPAX, ORNA, PPHB & MASTER

Business Background

Public Packages Holdings Bhd is an investment holding company. Along with the subsidiaries, the company operates in four segments namely: Investment, Manufacturing, Property, and Trading. In manufacturing segment, it manufactures and retails corrugated cartons, packing materials, gift and display box. Its products include offset printing, rigid boxes, corrugated cartons, the point of purchase display and paper products. Its Manufacturing segment generates the majority of revenue. It has operations in Malaysia and Singapore with the highest revenue generated from Malaysia.
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  3 people like this.
 
dunspace surveying https://klse.i3investor.com/blogs/main/149029.jsp
01/03/2018 09:04
monkeyinvestor get some at 0.660
05/03/2018 09:52
shamopi Agreed with stteck, bear in mind unless the property was sold at above book value price. This is no a true gain to the Company. It is merely a paper gain
14/03/2018 20:10
moguiyu .一枝独秀
19/03/2018 17:06
stteck According to the memorandum on sanctions against China signed by Trump in the middle of the night, about $50 billion worth of Chinese imports, which were taxed at 25%, cover everything from shoes, leather, furniture, clothing to electronics. There are about 1300 kinds. At present, the cost of manufacturing in China is no longer competitive compared with Southeast Asia. Once the tariff is increased by 25%, That means they won't be able to find buyers in the United States, and the packaging and printing industries that support them are bound to be affected.

从特朗普半夜签署的制裁中国的“备忘录”来看,被征收25%减税的总价值约500亿美元的中国进口产品涵盖从鞋子、皮革、家具、衣服到电子产品等各个方面,大约有1300种。

目前中国制造的成本与东南亚相比已经无竞争力可言,一旦加征25%的关税,意味着这些产品将在美国找不到买家。而为这些行业提供配套的包装印刷行业也必定受到影响。
24/03/2018 22:50
Sebastian Sted Power today seem like company buy back
27/03/2018 16:43
husky88 Stteck, you still hold pphb?
07/04/2018 12:33
Lim Tek Wai QR below my expectation
09/04/2018 15:37
Matthieu Seven My other counter all back to average price but only this garbage counter still drop. I bought 62-63cents also die
10/04/2018 15:21
Jo E Foo Anyone has information on PPHB's customer base, ie: what sectors are they mainly from?
20/05/2018 20:45
stteck No buy this counter, focus on muda and orna is enough
21/05/2018 15:42
AllWin stteck, look at another peer.... Kpscb.
29/05/2018 10:51
trulyinvest Stil weak result
29/05/2018 13:57
harvestent why this rubbish never move ?
07/06/2018 10:29
harvestent anyone want buy queue at 0.6 ? i wan throw out rubbish pphb..
07/06/2018 10:30
kyosan this company PPHB should be good...only bcoz they need more profit to boost confidence of investor, new acquisition should be some catalyst,
07/06/2018 12:49
stteck https://mp.weixin.qq.com/s/qWikFyCOqLWm8xQ5LXc_gw

2、马来西亚市场空间巨大,升级产品需求广阔

近年来马来西亚包装产业发展迅速,特别是纸包装和数码印刷增长快速。瓦楞包装市场是马来西亚包装产业的重要组成部分,包装产品从农产品为主的食品包装及日用消费品包装开始发展,并随着本地工业经济的快速兴起,逐步延伸到电子消费品、汽车零部件、机械装备等高端领域,产品类型也从全RSC纸箱逐步向紧缩包装托盘和半纸箱包装转变。目前马来西亚拥有瓦楞包装厂商约1000家、彩盒包装厂商约1100家。2016年马来西亚瓦楞包装的整体市场需求大约有130万吨,但目前纸箱厂总产能在1000万吨左右,市场空间巨大。随着行业环保要求的提高和再生材料包装市场的竞争,马来西亚的包装厂商更倾向于高质量、低克重的包装材料,同时再生纸板等材料也在逐步得到推广。

以马来西亚为例,马来西亚GDP从2010年至今累计增长34.9%,年均增长保持在5%以上;工业的快速发展带动了对包装等产业配套的需求,马来西亚市场对瓦楞纸的需求预计超过130万吨,并且保持每年约6%的增长,而目前市场总产能在100万吨左右,市场呈现供不应求的局面,包装行业发展潜力巨大。
06/07/2018 00:20
koowakzai Should heading 70 soon
26/07/2018 08:12
harvestent shift to muda better.. this rubbish hopeless
26/07/2018 09:58
Yael Jasper So good, rising
26/07/2018 11:11
Outstand Weird why suddenly the volume goes high not like normal volume
26/07/2018 11:13
Lim Tek Wai up up up gogogo
26/07/2018 11:18
harvestent hopeless rubbish, lucky yesterday clear @ 0.60 ..
27/07/2018 15:17
Wzhai3932 China shortage of paper this sssss 100% muda n orna move ff ffff next will be public ask for a sale by director since last NOV17 l dont tell Sebatian u are right so seat tight
16/08/2018 13:06
Wzhai3932 Sebatian s power u are smart
16/08/2018 13:12
Sebastian Sted Power i put all into freezer liao.. My average cost still about 65cents like that. Give another year see see look look
27/08/2018 20:37
harvestent report out !
27/08/2018 21:49
stteck Making good profit but price zzzzzzz.......
28/08/2018 08:55
roytheinvestor I am puzzling with the volume and share price, is way to low for the volume on daily basis..infact the company is making good profit with bright prospect. Anyone know what is happening?
28/08/2018 09:38
stteck No need waste time for PPHB, got many other good ones to focus.
28/08/2018 10:12
stteck 据日本经济新闻,在马来西亚、越南等东南亚和印度市场,增设了工厂,用于制造纸箱纸板。瑞穗银行产业研究,到2022年,全球纸箱需求将达到2.7534亿吨。越来越多企业已抓住这个机会,增加纸箱生产,或者提高纸箱回收价格,加快纸箱生产。纸箱需求增长得益于网购增长,消费者点点手机购物,网购商品,物流快递配送,需要更多纸箱用于包装。

企业或投资者迎来好时机。第一,互联网提升线上购物,更多消费者点点手机购物,物流快递服务提升,网购不仅带动物流快递,而且对包装纸箱需求增长,日本等一些企业已开始增产,纸业呈现上涨。第二,亚洲中产收入不断增长,线上购物需求增长,东南亚、马来西亚、越南、日本等纸板产量增长,一带一路给企业带来贸易投资机会,消费者点点手机随时随地购物,不仅购买国内不同城市生产的产品,而且可购买海外产品,网购推升纸箱需求。第三,环境保护与循环经济角度分析,废弃纸箱可再利用,降低成本,提高服务。咱们国家企业生产产品运输到世界各地,外国人网购咱们国家产品,物流快递把产品运输到每个消费者,纸箱包装不仅要结实耐磨,而且防震防破损,把国内产品运输到世界各地。第四,企业迎来投资好时机,根据市场需求,增加生产线,增加纸箱产量,满足市场需求。第五,投资者或迎来好时机,购买有潜力的纸箱企业股票,纸箱企业营收增长支持股票价格上涨,投资者获得投资回报。
31/08/2018 18:37
koowakzai PPHB. Doesnt make sense. Or something is not wrong but shareholder not inform ? :(
23/10/2018 12:37
shpg22 I am puzzling with the volume and share price, is way to low for the volume on daily basis..infact the company is making good profit with bright prospect. Anyone know what is happening?

[Ans] Yes this company can perform. But the downside is it never pay any dividend since 2011, thus stuck at low valuation.
23/10/2018 13:07
harvestent What happan to this rubbish ? Lucky last time run fast
12/11/2018 09:42
Lukesharewalker margin call? transaction done at 39.
hampered by borrowings
12/11/2018 12:19
Lukesharewalker maybe bad QR coming.....
12/11/2018 12:20
commonsense Another undervalue stock.

PE is low at only around 6.0x and PB is only at 0.4x.

PAT has shown steady growth from RM10mil in FY13 to RM15.5mil in FY17. My target PAT for FY18 would be around RM16mil. Next year PAT growth from potential completion of the new 160 rooms hotel in George Town Penang as well as the rental from the new completed shop lots at Nibong Tebal.

Strong balance sheet with net cash position. Free cash flow positive but expect to be higher once the hotel is completed. Future capex will be mainly on expansion of manufacturing line.
21/11/2018 10:46
limweebeng Muda and orna are flying high, pphb still stay low.
22/11/2018 21:37
commonsense Hi Lim,

Yeah u are right.

Muda profit was high in 3Q18 at RM25mil. However wondering why the PAT is a bit volatile. For the past 2 years PAT ranges from a low of RM500k to a high of RM35mil. Do you know why? Will study it later.

Not sure why Orna is up. Maybe investors are anticipating similar profit improvement like Muda.
23/11/2018 12:00
Wzhai3932 Fundamental counter ....newly one year plus accumulated stocks the big boy say is time to go up pls ask Sebatian
23/11/2018 16:15
Sebastian Sted Power QR boleh tahan la. Tomorrow hopefully up! Hold more than a year liao from 60++ until my last buy about 52sen. This counter shall in 70-80sen
26/11/2018 17:24
cooldownguy86 Hope can fly. Bought abit
26/11/2018 18:42
monkeyinvestor ok tmr fly!
26/11/2018 21:02
monkeyinvestor i add up at 0.505 few days ago hahaha
26/11/2018 21:03
i3lykan stock with no dividen given no matter how good the earning also no help
directors themselves declare whooping director's fee ...lousy share
27/11/2018 09:27
commonsense Good result mainly from the lower tax rate and also the contribution from the new Nibong Tebal shop lots (parked under investment in segmental report).

Hi i3lykan,

Agree with you that the attractiveness of the companies could be enhance if they start paying dividend. That being said, management did do a bonus issue last year which you can consider it as dividend.

I believe the reason for the management to do this is to conserve cash and put them into investments (such as new production lines, new investment properties like the Nibong Tebal shop lots and Georgetown hotel) which would help increase the bottom line in the future.

At the current price the company is currently only trading at a valuation of 6x PE. I am expecting a PAT of RM18m for FY18.
PB is only 0.5x
Cash from operation is positive but money will still need to be put into completing the hotel which is expected to open its doors next year. Once that is completed, free cash flow is expected to increased which might provide the possibilities for management to pay dividend or ventures into other investment that will help increase the bottom line. Both are fine with me.

Regards.
27/11/2018 10:23
i3lykan Hi commonsense,
you are right, management conserve cash for future investment is good, how about director's benefits. In 2017 pphb total profit was 15.5mil,the total directors emoluments was 6.9mil, it mean almost 44%total company profit go to company directors. Why don't the management declare less directors fee and give diveden to the company minority shareholders who support the company or put money in reserve for future use.
Company like Flbhd, Cscstel, Fpi are so generous in giving good dividen to shareholders every year;but the directors only declare 10-15% of the company profit as director's fee.
NO matter how good pphb is in future, if the directors especially the Koay family only thinking of putting money in their own pocket, is no more a good company in term of management.
28/11/2018 10:17
Sc Lee Yes i agree
30/11/2018 09:54
kjyang Director greedy.
Sapu half
02/12/2018 21:26
zhangliang very cheap and undervalue, shud be worth 70 sens. But market down many good counters are down.
11/12/2018 17:07


 

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