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.

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.

Two quarters only already RM0.28 of eps. SSTEEL should trade at RM2.80, at least.

Malaysian steel makers export their products to US? I think in very very small portion only. Top three are Canada, Brazil and South Korea.
https://www.trade.gov/steel/countries/pdfs/imports-us.pdf

Malaysian steel makers export their products to US? I think in very very small portion only.
https://www.trade.gov/steel/countries/pdfs/imports-us.pdf

Famous four, which is the best?

(1) Annjoo : Fair value already. Not too attractive.
(2) Lionind : NOT 100% steel maker, Parkson is the main concern.
(3) Masteel : The hottest among famous four.
(4) Ssteel : Most undervalued based on PE ratio.

So far only Annjoo has covering by investment banks.

Famous four, which is the best?

(1) Annjoo : Fair value already. Not too attractive.
(2) Lionind : NOT 100% steel maker, Parkson is the main concern.
(3) Masteel : The hottest among famous four.
(4) Ssteel : Most undervalued based on PE ratio.

Famous four, which is the best?

(1) Annjoo : Fair value already. Not too attractive.
(2) Lionind : NOT 100% steel maker, Parkson is the main concern.
(3) Masteel : The hottest among famous four.
(4) Ssteel : Most undervalued based on PE ratio.

Famous four, which is the best?

(1) Annjoo : Fair value already. Not too attractive.
(2) Lionind : NOT 100% steel maker, Parkson is the main concern.
(3) Masteel : The hottest among famous four.
(4) Ssteel : Most undervalued based on PE ratio.

Even OTB also put this SSTEEL into his watchlist now. STEEL RALLY soon!

Rebar makers are selling their products till need to run 3 shifts a day! You can imagine it.

Gas Malaysia Berhad records robust quarterly result.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5209

Now this HY just like conman counter. Lies everywhere and con your money, better avoid.

Posted by pitbull > Feb 13, 2018 03:02 PM | Report Abuse

JUST NOW
MY CHINA FREN CALL TO ME FROM BEIJING.
HE SAY QUICKLY BUY IN HY.
HY IN CHINA HIGH GROWTH COMPANY.

ACTUALLY MANY CHINA INVESTORS COLLECTING HY MSIA NOW

No more TP RM17.50 before CNY. Left TP RM12.50 only.

Both of you are very good dogs. Don't misunderstand me, I mean watchdogs of HY thread.

You. So obvious.

Don't be stupid and also don't put yourself into denial mode. Local market sure dip with US market if the latter NOT doing good.

Posted by deMusangking > Feb 9, 2018 01:52 PM | Report Abuse
Another low life here talking about US makt!!!!

Look at its track record. HUANN is likely to record impairment loss in final quarter.

US market closed at the lowest. Based on TA, it means US market will continue downtrend for next trading day.
https://www.cnbc.com/quotes/?symbol=.DJI

US market closed at the lowest. Based on TA, it means US market will continue downtrend for next trading day.
https://www.cnbc.com/quotes/?symbol=.DJI

US market closed at the lowest. Based on TA, it means US market will continue downtrend for next trading day.
https://www.cnbc.com/quotes/?symbol=.DJI

Promoter? You buy a stock based on promoter's recommendation?

Everyone forecast HY will record RM1.30 this quarter. What if RM0.65 only? Triggering panic sell button? Drop back to RM6-RM8?

TP RM0.50.

Crack spread sudden drops to $8.80.
http://www.cmegroup.com/trading/energy/refined-products/singapore-mogas-92-unleaded-platts-brent-crack-spread-swap-futures.html

Tomorrow I will collect under RM0.80.

You know talk only.

Jon Choivo If it drops to RM1, ill buy in then and average down.
07/02/2018 03:02

Fake rebound. Sell.

Don't buy downtrend stock, especially RM strengthening against USD now. Will drop back to RM0.40-RM0.50 soon if results look bad.

A cyclical stock.

Tomorrow cut win at RM0.70.

Undervalued stock? Opportunity to buy? I just know everyone buys at higher price, now come here and try to comfort themselves.

This HENGYUAN, will test RM10 in this few days.

Buy AirAsia better, Tony says RM6.00, Public says RM5.40. And hope for RM1.20 special dividend too.

They not only partnering with chinese firm but also with EPIC, Terengganu government-linked corporation and CMC, bumiputra Malaysian company.

My sources from remisier says T7 will get at least one package in ERCL project next month. Let's wait and see.

Only three O&G companies in Bursa are upstream players. They are Hibiscus, Reach and Sumatec. Hibiscus and Sumatec already in the making. On uptrend now. But Reach still lagging behind though Brent Oil has reached USD70.

When oil prices (whether WTI or Brent Oil) still at $40. Reach recorded losses. And when oil prices standed at $60 few months ago, Reach recorded losses too.

A question here. "Why they still recorded losses and where does the money go?"

The board gave reason that the losses are due to unfavourable weather conditions and the revenue will be recognized in the corresponding quarter the crude oil is shipped.

We must think logically. It doesn't make any sense if higher oil prices have no impact on Reach since it's an upstream player, they benefited from good oil prices too.

Reach Energy's Emir Oil Field still new and young. It's a goldmine. If you want Reach to bear fruits, why don’t you just give Reach some time and win big later.

Substantial shareholders bought at $0.75 and they have no intention to sell their stakes. You should have more confidence on this counter.

One more thing. You think how much Reach could fall if oil prices drop heavily. I think max. 5 cents only since it has hovering around RM0.40 for few months. So it's a value buy stock I think.

Note:

As investor, you should fully research any security before making an investment decision. This is NOT a buy call. So do your own homework and buy at your own risk.

https://klse.i3investor.com/blogs/ramada/143383.jsp

Is Reach Energy a value buy stock?
http://klse.i3investor.com/blogs/ramada/143383.jsp

Is Reach Energy a value buy stock?
http://klse.i3investor.com/blogs/ramada/143383.jsp

Is Reach Energy a value buy stock?
http://klse.i3investor.com/blogs/ramada/143383.jsp

Is Reach Energy a value buy stock?
http://klse.i3investor.com/blogs/ramada/143383.jsp

So far crack spread for 92 drops 27%. Panic sell in this few days are due to lower crack spread.
http://www.cmegroup.com/apps/cmegroup/widgets/productLibs/esignal-charts.html?code=D1N&title=JAN_2018_Singapore_Mogas_92_Unleaded_%28Platts%29_Brent_Crack_Spread_&type=p&venue=0&monthYear=F8&year=2018&exchangeCode=XNYM

Is Reach Energy a value buy stock?
http://klse.i3investor.com/blogs/ramada/143383.jsp

Is Reach Energy a value buy stock?
http://klse.i3investor.com/blogs/ramada/143383.jsp

Is Reach Energy a value buy stock?
http://klse.i3investor.com/blogs/ramada/143383.jsp

Now they r planning to privatize. NTA 3.35 only, no show already.

sectionanalyst (3-post) vs sectoranalyst (1048-post). You think can trust or NOT?

Weak crack spread. 7.292 only.

http://www.cmegroup.com/apps/cmegroup/widgets/productLibs/esignal-charts.html?code=D1N&title=JAN_2018_Singapore_Mogas_92_Unleaded_%28Platts%29_Brent_Crack_Spread_&type=p&venue=0&monthYear=F8&year=2018&exchangeCode=XNYM

Newbie's article.

I thank you, Uncle Koon and happy birthday!

Pay some respect, please.