Posted by yakuza > 2017-09-18 16:49 | Report Abuse

whats wrong with this stock? keep dropping.

Posted by 張宇巾凡 > 2017-09-18 16:58 | Report Abuse

no eye see

Posted by Janson King > 2017-09-18 17:35 | Report Abuse

http://sinchew.com.my/node/1683272/双11旺季将至%EF%BC%8E中国电商陷纸箱缺货大危机

Posted by paperplane2016 > 2017-09-18 17:36 | Report Abuse

great news

Posted by stteck > 2017-09-20 00:34 | Report Abuse

tmr seems will bounce back a little

Posted by paperplane2016 > 2017-09-20 17:33 | Report Abuse

hope it rebound toward 1 soon

Posted by andr > 2017-09-20 19:59 | Report Abuse

Almost going to buy PPHB until i see Debt = 15.8 x Cash

Posted by hng33 > 2017-09-20 20:02 | Report Abuse

Don worry at all, just wait for jack ma come visit to Malaysia next month, e commence, and since china is short of packaging material, pphb may have chance to meet alibaba demand.

Posted by posby > 2017-09-20 20:27 | Report Abuse

rm 1.00?? ..don under estimate pphb..
NTA stood @ around 1.07... and every Quarter will add eps...

esos somemore..

don think this share will stay below 1.00 once it cross over...

Posted by paperplane2016 > 2017-09-21 09:35 | Report Abuse

lets talk with facts. it has 49mil in cash, borrowing is 49.27mil also, total liabilities 75mil.

Generating around 29mil-30mil every year, what is the so call Debt=15.8x cash????

Posted by paperplane2016 > 2017-09-21 09:36 | Report Abuse

Hotel shall be in operation 2019 onwards.

Posted by Sc Lee > 2017-09-22 19:44 | Report Abuse

next year possible dividend payout?

Posted by stteck > 2017-09-22 21:10 | Report Abuse

（北京22日综合电）距离年底盛事“双11”购物节不到2个月，但阿里巴巴主席马云却笑不太出来，尽管各大电商已摩拳擦掌开始备货，这时却传出“纸箱不够用”的坏消息，纸箱原料瓦楞纸价格近1年暴涨7成，中国最大供应商玖龙纸业8月来已4度调涨售价，中国电商业者面临有货却没纸箱装的窘境。

在阿里巴巴等电商平台举办各类购物节推波助澜下，中国电商服务大爆发，2016年快递包裹数高达313亿个，年增高达5成，并且是4年前的6倍，同时还是日本的8倍，而双11期间单日成交上看10亿笔，更将产生大量包裹。据统计，中国2016年瓦楞纸箱原纸消费量达到4600万吨，占全球三分之一。

纸箱原料纸频涨价

中国最大瓦楞纸箱原料纸供应商玖龙纸业9月11日宣布调涨瓦楞纸箱原纸价格，每吨突破人民币5000元（约3173令吉），是8月来第4次涨价，而2016年7月行情才每吨3000元人民币（约1904令吉）。

中国瓦楞纸箱价格暴涨，一方面是需求增加，一方面也由于供货量减少。中国政府为了抑制空气污染等严重的环保问题，加强对造纸企业的监控，不符合废气排放等标准的中小厂商被迫停产。

此外，中国政府进一步限制废纸进口，也使得供不应求情况更严重，由于近年从欧洲等地进口废塑胶、废铁等掺杂大量劣质品或污染物，中国政府面对外界批评声浪，7月宣布停止进口包括废纸在内的部分废弃物，刺激瓦楞纸箱原料价格再度飙涨。

中国每年从包括日本等国进口约1700万吨废纸，作为生产瓦楞纸箱等制品的原料，尽管限制进口详细措施仍不明确，但目前部分海关已禁止输入，在欠缺瓦楞纸生产原料下，电商业者对“纸箱采购日趋困难”忧心逐渐蔓延，“双11”恐面临有货却没纸箱装的窘境。

新闻来源：苹果日报

Posted by stteck > 2017-09-23 18:30 | Report Abuse

马来西亚原纸价格上涨逾16%，纸箱价格一涨再涨
　　在7月初，马来西亚中国报也报道过，马来西亚近来成为了中国市场抢购货源的目标国家，甚至导致了包装用途的纸箱价格一度上涨。甚至有人表示，因为中国的抢购，使纸的价格分别在1月、3月、6月上涨逾16%，并且预料纸价还会继续上涨！
　　中国报基于包装物价格上涨，走访各商家及农民，受访者皆透露，包装品是农业的必须品，再贵也得购买，无奈目前的包装品，尤其是纸箱因造纸材料等价格不断上涨，使价格一涨再涨。有关商家也基于面对目前的市场淡季，不敢贸然再将压力转嫁给客户，唯有吸纳成本，无形中使成本增加了逾20%。

Posted by stteck > 2017-09-24 12:13 | Report Abuse

根据马来西亚瓦楞包装协会的主席Michael Lim先生的介绍，结合励展的行业调查数据库，马来西亚瓦楞包装市场的现状大致如下。
    大约有50条瓦楞纸板生产线，市场明显的供不应求；
    马来西亚的公司更青睐欧洲与台湾的设备，少数公司采用日本设备；
    从全RSC纸箱到紧缩包装托盘和半纸箱包装正在逐渐转变；
    马来西亚的经济在很大程度上依赖出口，因此全球经济衰退对马来西亚瓦楞行业带来不利影响；
    由于经济保持稳定增长，马来西亚对纸和纸板的消费保持着每年4.5%（主要指瓦楞纸箱纸板）的增长，纸和纸板的人均消费量超过69kg;
    大部分马来西亚瓦楞生产商倾向质量高、较轻便的瓦楞纸板，此外，未来再生纸板将代替牛卡纸和瓦楞原纸占有部分市场份额；
    未来，瓦楞纸箱将面对与再生的塑料运输箱和其他塑料产品的竞争，但由于瓦楞纸箱包装行业越来越环保，这种竞争不会限制行业的发展；
    预计瓦楞纸中展示这部分的关注度会持续增长，此外，由于食品、饮料和耐用产品的产量增长，瓦楞纸的需求量也会增多。同时建筑行业经济复苏也将会刺激纸板材料在多个领域的广泛运用。

从市场分析中可发现，马来西亚瓦楞市场供应不足，对海外依赖程度较高，需求快速增长的同时，对质量的要求也随之提高。而中国的瓦楞包装设备与其市场需求有着高度契合。
2018华南国际瓦楞展重点面向东南亚新兴市场，马来西亚便是展会重点关注的区域之一。励展博览集团与马来西亚瓦楞包装协会一直保持着紧密的合作，2017中国国际瓦楞展， 马来西亚瓦楞包装协会协会主席Michael Lim亲率马来西亚优质买家团队前来参观。
Michael Lim表示，2017中国国际瓦楞展相比较往年而言，规模更大、设备更多、观众也更多，2018年华南国际瓦楞展将载东莞再次举办，四展同期规模升级，对包装印刷行业发展来说，将会是一个很好的机遇，这将是一个非常具有行业价值的展会，马来西亚瓦楞纸箱制造商协会将号召更多当地纸箱厂参与，寻找更高效的纸箱解决方案，更新设备，提升生产效率，以满足日益增长的市场需求

Posted by yakuza > 2017-09-26 14:59 | Report Abuse

I wonder how low can it go. dropping nonstop after bonus share issued.

Posted by zenmaster > 2017-09-26 16:07 | Report Abuse

Run! Material cost keep increasing and unable to pass it to customers!

Posted by paperplane2016 > 2017-09-26 17:52 | Report Abuse

looks attractive to add more now....

Posted by chkhooju > 2017-09-26 18:08 | Report Abuse

Can anyone tell me what was the ex-bonus price?

Posted by zenmaster > 2017-09-26 18:19 | Report Abuse

1.2x

Posted by Bloodsucker > 2017-09-26 19:47 | Report Abuse

0.86

Posted by posby > 2017-09-27 13:09 | Report Abuse

pphb is doing a necessities business... don worry... it will grow organically.. what 1 thing i notice.. the management using QR strategy... next QR is crucial... if they wanted to push up the price..will use next QR as the 1st theme to push up the price..... den slowly the news flow out.... continue push the share price to its valuation...

that my opinion...reading from its QR n Chart...

trade @ urs own risk...

Posted by supersamy > 2017-09-28 17:03 |

Post removed.Why?

Posted by stteck > 2017-09-30 14:23 | Report Abuse

read today 's the busy weekly 资汇 for prospect of paper packaging

Posted by zenmaster > 2017-09-30 14:25 | Report Abuse

Dim prospect, subdued market

Posted by I LOVE HENGYUAN, sexy babe RM21 > 2017-10-02 12:52 | Report Abuse

any sharing here? wanna know what 资汇view

Posted by ValVe > 2017-10-03 23:19 | Report Abuse

https://klse.i3investor.com/blogs/ValVe/133994.jsp

Posted by Bloodsucker > 2017-10-04 13:22 | Report Abuse

Looks good so far

Posted by yakuza > 2017-10-04 15:38 | Report Abuse

going up today

Posted by supersamy > 2017-10-05 12:04 |

Post removed.Why?

Posted by posby > 2017-10-05 19:28 | Report Abuse

Supersamy are u trying to promote?? Pls no adv here... U wan discuss or share... Post here.. Admin soon will blacklist u if u continue.. Previous comment edi removed..

Posted by Low Leong Hin > 2017-10-06 14:01 | Report Abuse

better show hand out this counter..back after 3-4 yrs when got good news...end of the show here...

Posted by Low Leong Hin > 2017-10-06 14:01 | Report Abuse

bye...bye...good luck to everyone..

Posted by stteck > 2017-10-09 10:36 | Report Abuse

this counter is out of shape after bonus issue

Posted by kenz88 > 2017-10-11 15:42 | Report Abuse

so what now?

Posted by Sc Lee > 2017-10-11 16:31 | Report Abuse

hotel

Posted by kenz88 > 2017-10-12 15:27 | Report Abuse

why always down,,shitt

Posted by imlearning > 2017-10-13 15:55 | Report Abuse

ya...never up...only down down down...what happen?

Posted by godhand > 2017-10-13 16:56 | Report Abuse

bad news gua

Posted by wonnksa > 2017-10-13 22:52 | Report Abuse

No support, dropping everyday. Regret investing in the company hopeless.

Posted by wonnksa > 2017-10-13 22:53 | Report Abuse

Why the previous analysis report can be so attractive?

Posted by shpg22 > 2017-10-13 22:56 | Report Abuse

IB are goods for writing fairy tale report to attract $uckers.

Posted by wonnksa > 2017-10-13 23:49 | Report Abuse

Yeah. When you see many attractive reports you better runaway.

Posted by dunspace > 2017-10-14 13:00 | Report Abuse

where is the previous report done by IB?

Posted by stteck > 2017-10-14 16:56 | Report Abuse

统计显示，中国2016年瓦楞纸箱原纸消费量达到4600万吨，占全球的三分之一。业内人士分析，此番纸价“疯涨”，一方面源于纸箱需求的增加。2016年发送的快递包裹数高达313亿件，是4年前的6倍，在1年里增加5成。另一方面源于供货量的减少。我国废纸、纸浆等原材料主要依赖进口，今年7月停止进口包括废纸在内的部分废弃物，同时环保、产业等政策调整使众多不符合废气排放标准的中小厂商被迫停产。这“一增一减”，纸价上涨也在情理之中。

Posted by chonghai > 2017-10-15 09:57 | Report Abuse

4 companies will potentially benefit from rise of price in Corrugated Boxes:
Orna , PPHB , Master and Muda.
I will avoid Muda until I understand their debt situation.
I would say best bet is Orna , followed by PPHB and Master

Posted by I LOVE Hengyuan, SEXY BABE RM21 > 2017-10-15 12:50 | Report Abuse

Pphb has been going down, orna still ok. Not sure why

Posted by stteck > 2017-10-17 09:45 | Report Abuse

Can’t believe PPHB now also start to play “corporate game” on its share price.....hope the management not engaging consultant and listen to them

Posted by kenz88 > 2017-10-17 15:49 | Report Abuse

now what????

Posted by stteck > 2017-10-18 00:37 | Report Abuse

新通联：看好“一带一路”及阿里布局 加码马来西亚包装市场

http://wap.eastmoney.cn/3g/news/article,0,0,1,20170807763922392.shtml