Some people here want to get DNEX at a lower price. Thats good. But there is no negative impact on the stock at the moment. The oil price has been stable, and Prime Minister Najib Razak established a 3 billion ringgit (S$947.4 million) fund to invest in small and mid-sized companies and promote research on them stirred interest in the sector. Those are positive things.

http://m.4-traders.com/OKA-CORPORATION-BERHAD-17646732/consensus/

http://www.enanyang.my/news/20170401/经济学家令吉跌通胀高有隐忧br-次季经济料增至4-8/

RM 1.25 is a lower bound of the range Gadang has been forming recently.

I think the stock price will surge next week.

Kerjaya is a good stock as well.

盈利有望双位数成长‧塑胶包装业前景俏

Publish Date: 31 Mar 2017, 6:27 PM

加上业者积极扩展产能和推动产品创新、分析员看好国内塑胶包装公司前景，预期今明两年盈利有望达到双位数成长。

（吉隆坡31日讯）塑胶产品需求得稳健，加上业者积极扩展产能和推动产品创新、分析员看好国内塑胶包装公司前景，预期今明两年盈利有望达到双位数成长。



肯纳格研究的研究名单下的塑胶包装股的最新业绩表现符合预测，营运赚幅保持强劲，其中消费塑胶包装业者赚幅达16至17%，工业塑胶包装业赚幅则介于6至9%。

肯纳格预料塑胶产品需求保持强劲，主要是产品利基（塑胶袋），为客户量身订制及要求严格。大部份的塑胶包装公司如通源工业（TGUAN,7034,主板工业产品组）、信利资源（SLP,7284,主板工业产品组）及森德公司（SCIENTX,4731,主板工业产品组）的产品销售客户多为日本人，他们多是忠诚客户而不会轻易更换供应商；SCGM公司（SCGM,7247,主板工业产品组）则从国内数州禁止使用保丽龙行动中受惠，并由该公司生产的午餐盒产品所替代。

大多数塑胶包装公司都在进行产能扩充计划，料将推动长期的营收成长。

扩充产能推动成长

信利资源计划兴建一座新制造厂，以便在2018财政年的产能增加58%，至3万8000公吨，同时也计划进军中国市场。SCGM公司在柔佛古来租用2万平方尺工厂以安置两座新机械，使其2017财政年的产能增加44%，至每年达3万6000公吨；长期扩充计划则在2019财政年完成兴建新工厂，使每年产能额外增加74%，至6万2600公吨。

森德公司则在2017年下半年加速其万挠工厂，年产能增加25%，至6万公吨、怡保工厂的营运将增加43%，至2万4000公吨产量，在2018年下半年在美国完成兴建一间新工厂。



至于通源工业则持续不断地投资扩充产能及研发，以改善现有产品的销售额及赚幅、重组其客户基础以吸引更多跨国公司。

树脂价格平稳

肯纳格指出，目前塑胶原料——树脂的价格平稳在每公吨1100至1200美元之间，并与石油价格走势脱钩，这主要是中国树脂供应充裕，充斥整个市场，预料树脂价格将持续走低，从而抵销部份原油价格走高的冲击。

随着塑胶包装公司的积极产能扩展计划，并获得塑胶产品需求强劲的支撑，预料在2017至2018年，信利资源的盈利成长介于25至33%、SCGM公司增长26至29%、森德公司扬升18至19%及通源工业则增加12至14%之间。



本地包装行业的宏观基本因素保持良好，马币汇率走贬及偏低的树脂成本，使整体行业表现在正面市场情绪中保持强劲。肯纳格对塑胶包装业评级保持在“加码”等级。首选塑胶包装股为信利资源及SCGM公司，获得“超越大市”评级，主要是产能扩展后的潜在盈利成长尚未全面反映。

文章来源：

星洲日报／财经·2017.03.31

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=5396

http://www.cnbc.com/2017/03/31/one-of-the-worlds-best-known-oil-traders-is-predicting-prices-to-recover-to-70-a-barrel.html

http://www.thestar.com.my/business/business-news/2017/03/31/china-march-factory-activity-grows-fastest-in-nearly-5-years-on-building-boom/

Its P/E is still not high.

I thought the QR released today was not good as they released it
at the end of March! Not usual. Haha

https://www.fool.com/investing/2017/03/30/nike-inc-will-be-just-fine.aspx

http://www.just-style.com/comment/why-us-sporting-goods-retailers-are-struggling_id130333.aspx

https://klse.i3investor.com/blogs/Financialfarmertimes/119477.jsp

With rebounded oil price DNEX should consolidate more.

During the tabling of Budget 2017, Prime Minister Datuk Seri Najib Abdul Razak announced the setting up of a special fund of up to RM3 billion to invest in potential small and medium-cap companies, besides conducting research on 300 companies.
http://m.thesundaily.my/node/432428

The stock price is unlikely to drop further.

RM 1.25 is a lower bound of a range Gadang has been forming recently.

Wow! Oil up up!

No. The consolidation mode has just started.

http://www.theedgemarkets.com/my/article/ma-option-lay-hong-prefers-growing-own-expertise

http://www.theedgemarkets.com/my/article/nhf-eyes-new-manufacturing-plant-indonesia

A director and a fund have been buying the stock. Good signs. I expect the stock price will surge near future.

Description AWC BERHAD ("AWC" OR "THE COMPANY")
- INCORPORATION OF A NEW WHOLLY-OWNED SUBSIDIARY
The Board of Directors of AWC wishes to announce that Ambang Wira Sdn. Bhd., a wholly-owned subsidiary of AWC, had on 29 March 2017 incorporated a new wholly-owned subsidiary, AWC Rail Sdn. Bhd. ("ARSB"), under the Companies Act 2016 (“Incorporation”).

The initial issued share capital of ARSB is RM1.00 comprising one (1) ordinary share. ARSB will be principally engaged in providing maintenance services for railways.

http://m.thesundaily.my/node/436213

http://m.thesundaily.my/news/2210114

http://oilprice.com/Energy/Energy-General/Oil-Prices-Recover-As-OPEC-Extension-Seems-Likely.html

https://klse.i3investor.com/blogs/PublicInvest/119327.jsp

Its P/E is still not high.

The oil price has consolidated nicely.

I think the Dow will consolidate greatly today.

It's not time for Dnex to plunge as the government invests on small caps soon. Haha

Time has started making profit overseas. That has started boosting the company's growth rate. Current P/ E is too low. It does not match the company expected growth rate.

Lay Hong is good as well.

The oil price rebounded nicely

Write a comment..http://www.thestar.com.my/business/business-news/2017/03/28/china-investors-prefer-malaysia-over-more-expensive-australia-and-hk/

http://m.thesundaily.my/node/435880

http://m.thesundaily.my/node/435880

More and more Malaysian people will use stocks as an inflation hedge.

http://www.theindependent.sg/malaysia-inflation-jumps-to-4-5-an-eight-year-high/
https://www.google.com.sg/amp/amp.kiplinger.com/article/investing/T052-C019-S001-stocks-the-best-inflation-hedge.html

http://www.cnbc.com/2017/03/26/global-pact-to-limit-oil-supply-likely-to-extend-but-demand-increase-crucial-to-sustain-prices-analyst.html

Write a comment..http://www.cnbc.com/2017/03/26/global-pact-to-limit-oil-supply-likely-to-extend-but-demand-increase-crucial-to-sustain-prices-analyst.html

why is the stock price dropping? Magni-Tech has nothing to do with Nike shoes or equipments. It has got something to do with only Nike clothes.

Breakout today

During the tabling of Budget 2017, Prime Minister Datuk Seri Najib Abdul Razak announced the setting up of a special fund of up to RM3 billion to invest in potential small and medium-cap companies, besides conducting research on 300 companies.
http://m.thesundaily.my/node/432428

As AWC is a government-linked company, they are likely to buy AWC. Buy the stock by the end of March.

During the tabling of Budget 2017, Prime Minister Datuk Seri Najib Abdul Razak announced the setting up of a special fund of up to RM3 billion to invest in potential small and medium-cap companies, besides conducting research on 300 companies.
http://m.thesundaily.my/node/432428

As AWC is a government-linked company, they are likely to buy AWC. Buy the stock by the end of March.

Seem like Alibaba related stocks are not popular anymore. Its a good time to buy construction stocks like Gadang as they are likely to consolidate this week.

You cannot trust non- verified info 100% as it turns out to be false very often.

You should distinguish between verified information and non-verified information. JHM quality issues are classified as non-verified information as someone in the forum brought about that.

http://www.reuters.com/article/us-oil-opec-idUSKBN16X07V