转贴: Wow, a Malaysian company that's in the pulp & paper segment? Need to study more about the business! The industry is super hot at the moment. In Indonesia, 2 companies INKP & TKIM have been flying the past year, giving returns of +540% & 650% respectively. Although I don't think Muda produces the pulp & paper but instead purchase them as their raw material... Anyways lets see if this can be a gem.
Muda has two paper mills in Selangor and Penang. They produce the paper materials for the group's corrugated carton plants from RECYCLED INDUSTRIAL GRADE paper. Please see this link: http://www.muda.com.my/products_pkg.php
So long as China maintains its policy, Muda's profit will continue to fly.
Muda main cost for the 2 plant is waste paper which has drop while selling price is rising everyday, so there is huge margin expansion... RM8 is not impossible, me made big with Hengyuan in 2017 hoping the same with Muda in 2018.
Global market will be positive in view of temporary ease of US-China trade war..KLCI should be stable in view of local institution support, once FF come back then we may see the index go up
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
rojakmee
1,210 posts
Posted by rojakmee > 2018-05-14 17:06 | Report Abuse
tomorrow continue uptrend till RM4.00