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tempac | Joined since 2015-01-11

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Stock

2018-02-23 22:49 | Report Abuse

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

Stock

2018-02-23 14:28 | Report Abuse

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

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2018-02-23 12:08 | Report Abuse

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.

Stock

2018-02-23 09:46 | Report Abuse

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

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2018-02-22 16:30 | Report Abuse

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.

Stock

2018-02-21 19:52 | Report Abuse

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

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2018-02-21 19:50 | Report Abuse

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

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2018-02-21 19:46 | Report Abuse

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

Stock

2018-02-21 19:43 | Report Abuse

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

Stock

2018-02-21 19:42 | Report Abuse

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.

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2018-02-20 21:25 | Report Abuse

Tomorrow cutwin at RM13.

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2018-02-20 11:34 | Report Abuse

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

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2018-02-20 11:06 | Report Abuse

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

Stock

2018-02-20 10:38 | 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.

Stock

2018-02-20 10:24 | 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

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2018-02-20 10:20 | Report Abuse

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.

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2018-02-20 10:18 | Report Abuse

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

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2018-02-20 09:45 | Report Abuse

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

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2018-02-20 09:18 | Report Abuse

See u at RM16.00 by today. Hopefully.

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2018-02-19 20:44 | 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

Stock

2018-02-19 20:10 | Report Abuse

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

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2018-02-19 20:08 | 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.

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2018-02-19 19:54 | Report Abuse

Hopefully. Today SSTEEL has a good performance.

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2018-02-19 19:51 | Report Abuse

OTB bought a lot during HY in correction mode.

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2018-02-19 19:40 | Report Abuse

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

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2018-02-19 18:35 | Report Abuse

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

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2018-02-19 18:34 | Report Abuse

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

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2018-02-19 12:17 | Report Abuse

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

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2018-02-19 12:16 | Report Abuse

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

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2018-02-19 12:11 | Report Abuse

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

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2018-02-19 11:46 | Report Abuse

HENGYUAN, MUDA, SSTEEL. Good buy.

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2018-02-19 11:45 | Report Abuse

RM15 for today, everything can happen.

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2018-02-19 11:42 | Report Abuse

Maybe RM14.30 for today.

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2018-02-19 11:41 | Report Abuse

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

Stock

2018-02-19 10:48 | Report Abuse

Good. I reenter last week at RM13.00.

News & Blogs

2018-02-19 10:39 | 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

Stock

2018-02-19 10:34 | Report Abuse

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

Stock

2018-02-19 10:31 | 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

Stock

2018-02-19 10:26 | 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.

News & Blogs

2018-02-19 09:48 | 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.