Posted by bursa007 > 2018-03-27 13:38 | Report Abuse

buy buy buy !!!
aftetnoon, surge up.

Posted by Redpeople > 2018-03-27 15:11 | Report Abuse

据华印纸箱报道，近日受主要原材料原纸价格的大幅波动影响，又有6家纸板厂对外宣布再提价，涨幅5%-6%不等。这段时间，原纸厂频繁调价，幅度越来越大，导致纸板、纸箱厂也不得不频频上涨。据不完全统计，仅仅是3月1日-9日，就已经有至少14家纸板厂发出过涨价通知了。

Posted by rojakmee > 2018-03-27 15:34 | Report Abuse

Raw material prices/waste paper increasing in China because of the import ban while in Malaysia the prices of raw material/waste paper is decreasing, must understand the difference so lower cost for Muda.

Posted by monkeyinvestor > 2018-03-27 21:22 | Report Abuse

會輸錢都是【人】的問題!

Posted by erkongseng > 2018-03-28 05:49 | Report Abuse

http://www.100ppi.com/news/detail-20180327-1224054.html

Posted by erkongseng > 2018-03-28 07:58 | Report Abuse

good future --
Looking forward, Muda said it expects positive domestic and global economies to drive the consumption of industrial paper and paper packaging products that would translate into higher demand for its products.

The planned capacity expansion in Melaka and Johor by the third quarter and fourth quarter of 2018 respectively, and completion of phase one of its paper machine expansion, is timely for the expected increase in demand for paper packaging products and industrial paper.

“Being mindful of the potential hike in energy cost, fluctuation in price of raw material, increase in interest rate and strengthening ringgit against US dollar, the board is confident of Muda’s profitability in FY18,” it said.

Posted by feihong911 > 2018-03-28 08:49 | Report Abuse

Buy and keep

Posted by Wing23 > 2018-03-28 09:29 | Report Abuse

erkongseng u this cb promote what stock the stock also go Holland..from hibiscus 1.5 buycall, astino 1.2 buycall, masteel rm1 buycall now until muda lmao

Posted by rojakmee > 2018-03-28 09:54 | Report Abuse

wait until result out, most ppl dont know

Posted by jay111 > 2018-03-28 10:23 | Report Abuse

You can see erkoseng when share up he only coming,you know what the mean

Posted by ppginvest > 2018-03-28 10:32 | Report Abuse

it's a value stock, big/smal go genting lah
good finding and sharing, erkongseng, tq

Posted by jay111 > 2018-03-28 10:41 | Report Abuse

when share up every one can call him股神，救世主,but I no need follow you erkongseng,my enter price 1.30 before qr

Posted by kingJ > 2018-03-28 10:42 | Report Abuse

Pe only about 10, good product, if got holding power, don't see y will make loss

Posted by rojakmee > 2018-03-28 11:03 | Report Abuse

Muda will be top stock KLSE performer in 2018 ... just watch

Posted by bursa007 > 2018-03-28 11:14 | Report Abuse

rojakmee, I support your point. buy buy buy when the price and pe is low !!!!!

Posted by erkongseng > 2018-03-28 15:18 | Report Abuse

http://kongsenger.blogspot.my/2018/03/3883-muda-rm-196.html
3883 MUDA 慕达控股 RM 1.96 投资:

Posted by bursa007 > 2018-03-28 15:29 | Report Abuse

yes, with muda strong earning Rm 2.80 this year is possible

Posted by jordanmaggie61 > 2018-03-28 15:36 | Report Abuse

can buy more.

Posted by jay111 > 2018-03-28 15:43 | Report Abuse

Later kena ban erkongseng

Posted by i3_julius > 2018-03-28 15:56 | Report Abuse

he get trapped d, asking u all go in to give him a little hand...wakakakakaka

Posted by jay111 > 2018-03-28 15:59 | Report Abuse

Erkongseng really Kacau saja

Posted by jay111 > 2018-03-28 15:59 | Report Abuse

Nana Sudah busuk

Posted by erkongseng > 2018-03-28 16:55 | Report Abuse

http://www.chinapaper.net/news/show-26655.html
纸价大副上漲,后市继续看漲.

Posted by Dakewlest > 2018-03-28 19:05 | Report Abuse

I read somewhere that Muda NBV is RM3.xx.

Posted by ppginvest > 2018-03-29 07:26 | Report Abuse

can keep, but hold more cash, when price is attractive, avg down your price

Posted by kingJ > 2018-03-29 14:03 | Report Abuse

Agreed

Posted by rojakmee > 2018-03-29 14:24 | Report Abuse

already at the lowest, good to accumulate

Posted by erkongseng > 2018-03-29 21:35 | Report Abuse

https://www.youtube.com/watch?v=T7NHQbfpepw

Posted by Icon8888 > 2018-03-29 22:43 | Report Abuse

https://m.youtube.com/watch?v=C5nNUPNvWAw

Posted by Invest_Sensibly > 2018-03-29 23:01 | Report Abuse

both your Orion and PWorth are not good

Posted by Icon8888 > 2018-03-30 10:03 | Report Abuse

Making money in Stockmarket is never easy. I have good times and bad times. Sorry if I cause you to lose money. Next time buy you Teh Tarik to apologise

Posted by CharlesT > 2018-03-30 10:06 | Report Abuse

Posted by Icon8888 > Mar 30, 2018 10:03 AM | Report Abuse

Making money in Stockmarket is never easy. I have good times and bad times. Sorry if I cause you to lose money. Next time buy you Teh Tarik to apologise

Lol...for those tips that helped u to make money one u belanja Icon8888 seacucumber in return

Posted by erkongseng > 2018-03-30 17:57 | Report Abuse

Muda 2018年第1,2,3季度业积很大机率超越去年的，趁回跌買入，中国禁止废纸进口，洛阳纸贵短期间会不变，作为大马唯一一家上游业务的慕达将受益，废紙便宜，成品銷售价好，从近期2017年第4季度业积取得8%多赚副，取7%计，公司年营业额约15亿，盈利达1.05亿，1.05亿/305051,000=Eps 34 仙，取pe=10,股价可达Rm 3.40,现Rm1.90只是本益比5.5倍在交易，明显被低估了，加上公司多年沒回報股东，今年配合美丽业积，有望发放红股。
只供参考，盈亏自负。

Posted by Nickhong > 2018-03-31 08:53 | Report Abuse

We guess what price can go before qr,haha

Posted by rojakmee > 2018-03-31 11:53 | Report Abuse

Low volume last 2 days, already at the lowest , good to accumulate , will be 2.4x before result out and jump rm3.xx after result

Posted by erkongseng > 2018-04-01 07:27 | Report Abuse

估计2018年的盈利爆升。

Posted by rojakmee > 2018-04-01 14:22 | Report Abuse

https://www.letsrecycle.com/prices/waste-paper/

Posted by rojakmee > 2018-04-01 14:24 | Report Abuse

Waste paper price drop further in march 2018, finished product cost higher .

Posted by erkongseng > 2018-04-01 19:34 | Report Abuse

http://www.100ppi.com/forecast/detail-20180331-129803.html

Posted by rojakmee > 2018-04-02 00:34 | Report Abuse

http://www.chinapaper.net/mobile/21-0-26655-1.html

Posted by rojakmee > 2018-04-02 00:40 | Report Abuse

If you look at the above link, average waste paper cost is 2250 and selling price is 5000, means that waste paper cost constitute 45% of total cost, and the other link says waste paper prices drop by over 50% outside china, This means there is a 22.5% net profit margin improvement. This is so good grab it guys before too late.

Posted by rojakmee > 2018-04-02 01:17 | Report Abuse

With increase volume, capacity expansion and higher selling price, look like can achive rm5 to rm6.

Posted by erkongseng > 2018-04-02 04:24 | Report Abuse

早前网友solaris80 之分析：
有个可能，老板用业绩来包装公司，来卖的中国或日本潜在买家。不久前就做了的资产从新估值NTA RM3.1，我看成是卖公司的前奏。Harta Pack在2010年，卖给王子纸业是是以2.8倍的Book Value来出售。Muda的值产有RM3.1,如果以当时Harta被收购的估值来评价的话，可以自己用计算机算看，Rm3.1x2.8=8.6。纯属推测。
03/03/2018 15:00

前两轮就有两家公司要收购慕达了。价钱没谈成而已。
03/03/2018 15:00


Muda上游有500千吨加上下游现在有240千吨，过后接下来的几个月还有新的三架机器投产。单单Muda的下游240千顿，都已经值得两亿了，如果和Orna比较的话。Oji paper 才要刚建的上游新产能，450千吨的产能就要价12亿。现在Muda 500千上游吨产+240千吨下游产能才卖你6亿，价钱是否低估了？
---我的浅见，muda 30大股东己持近80%股份了，股价飞升速度之快于2月底业积出后己領敎过了，如这消息属实很快就漲停了，2018年在爆升净利下股价会是穩建挺进的。

Posted by LimKT > 2018-04-02 11:39 | Report Abuse

Waste paper

Posted by jordanmaggie61 > 2018-04-02 12:00 | Report Abuse

Waste paper

Posted by rojakmee > 2018-04-02 14:10 | Report Abuse

22.5% is margin improvement on top of existing margin resulting from drop of waste paper price , the main raw material.

Posted by rojakmee > 2018-04-02 15:15 | Report Abuse

Orna I dont think so because they not buying waste paper.

Posted by Nickhong > 2018-04-02 15:54 | Report Abuse

Haha

Posted by Nickhong > 2018-04-02 15:56 | Report Abuse

Ask erkongseng to promote he is hard promoter,promote here not use mr koon don't know

Posted by erkongseng > 2018-04-02 16:04 | Report Abuse

http://www.chinapaper.net/mobile/21-0-26702-1.html