SSTEEL is value buy if based on PE. And ANNJOO pays more dividend and better cash flow position.

Don't be shy. Use your genuine id please.

My understanding is raw material is NOT cheap. BUT high selling price and high demand there, especially from china. They can easily passing the cost to costumers since they are very cooperative through MACCMA. They adjusted selling price several times already since 2017.

Eps 2sen above is good. Let's see.

Zzz...

You know what. Two quarters only BUT eps as high as 28.59c already. Let's say 1H eps same as 2H eps. Total will be 57.18c. If SSTEEL still trading at RM2.30 6 months later with whole year eps of 57.18c. PE will be 4 ONLY. Speaking frankly, OTB has TP as high as RM4.00 for SSTEEL.

57.18c x 7PE = RM4.00 (TP within 6 months)

He didn't buy yet, just putting it into his watchlist. Hope he will recommend to his subscribers soon.

Zzz...

Higher selling price, higher demand BUT higher raw material too. Depend on the ability to pass the cost to their customers.

BOXPAK has improved a lot. Higher selling price is the main key.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=6297

Higher raw material price is due to high demand from China.
http://www.paper.com.cn/news/daynews/2017/170803070250344970.htm

Paper cost increased by 16%, and they pass the cost to their costumers.

I think corrugated box makers in Malaysia very cooperative through Malaysian Corrugated Carton Manufacturers' Association (MACCMA). They adjust selling price to higher level due to higher raw material, it's good to downstream players like MASTER, ORNA and PPHB, very healthy competition.

Zzz...

Zzz...

Tomorrow cutwin at RM13.

Yawn...

Zzz...

Oil refiners face rising risk from transition towards carbon-free world — Moody’s
http://www.theedgemarkets.com/article/oil-refiners-face-rising-risk-transition-towards-carbonfree-world-%E2%80%94-moodys

Zzz...

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

They did mention paper cost increased by 16% in 3rd quarter (pg9) BUT they still recorded 1.85sen.

So what you think since raw materials drop 40% from its peak in 4th2017.
http://www.malaysiastock.biz/GetReport.aspx?file=2017/11/24/7029%20-%201756497783547.pdf&name=MPGB%20-%20Announcement%203Q17.pdf

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.

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

6 Feb 2018 ...We put our rating on Sapura Energy UNDER REVIEW pending our meeting with management next week where we hope to obtain further clarity on the near-term prospects for the company.

After HLIB analyst visited SAPNRG management last week. They immediately downgrade TP to RM0.67.

Hong Leong TP RM0.67 only.
http://cdn1.i3investor.com/my/files/st88k/5218_SAPNRG/pt/HLG/5218_SAPNRG_HLG_2018-02-19_HOLD_0.67_Sapura%20Energy%20-%20Challenging%20Near%20Term%20Prospect_423355961.pdf

Hibiscus RM1.00 already, SAPNRG still RM0.70. Looks bad.

See u at RM16.00 by today. Hopefully.

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

It's useless to remember their fake id. I just ignore them.

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

Hopefully. Today SSTEEL has a good performance.

OTB bought a lot during HY in correction mode.

And OTB. He quiet here NOT mean he run away already. He bought a lot.

After QR, hit RM17.50. NOT a dream.

Really hit RM15.00 by today, very good sign.

Shut down NOT mean they r stop selling products. They have enough refinery oil in their inventory. Please check David's analysis.

For the concern of shut down. Please check their inventory and David's analysis.

Before quarterly result, RM15.00. After RM17.50. Good.

HENGYUAN, MUDA, SSTEEL. Good buy.

RM15 for today, everything can happen.

Maybe RM14.30 for today.

Just like SSTEEL, result should be very good. Insiders know already.

Good. I reenter last week at RM13.00.

3883.

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

At least RM2.80. Anyway, you can put some money in 3883.

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

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.

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.