Posted by supersaiyan3 > 2018-02-18 21:14 | Report Abuse

Great!

Posted by JayC > 2018-02-18 21:32 | Report Abuse

wow, Lau333 is really a top researcher... cover nearly all industries

Posted by Ramada > 2018-02-19 09:42 | Report Abuse

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.

Posted by Ramada > 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.

Posted by Ramada > 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

Posted by jediknite > 2018-02-19 12:08 | Report Abuse

what abt boxpak and NTPM, will they benefit also