Posted by Alex™ > 2018-04-30 11:24 | Report Abuse

im waiting for wind only

Posted by kenlee > 2018-04-30 12:26 | Report Abuse

better sell once u se erkongseng

Posted by BeginnerLearner > 2018-04-30 12:33 | Report Abuse

I just bought some MUDA today. Can anyone kindly advise target price?

Posted by rojakmee > 2018-04-30 12:47 | Report Abuse

RM4 maybe next 6 months, RM6 next one year

Posted by BeginnerLearner > 2018-04-30 12:57 | Report Abuse

Thank you Sir Rojakmee, let's hope for the best!

Posted by monkeyinvestor > 2018-04-30 13:14 | Report Abuse

TODAY NEW HIGH

Posted by Outstand > 2018-04-30 13:41 | Report Abuse

New high 2.5 above?

Posted by BeginnerLearner > 2018-04-30 14:00 | Report Abuse

Let's clear the 2.20 hurdle, there are 286,300 queuing up to Sell.

Posted by Nickhong > 2018-04-30 14:31 | Report Abuse

Hahaha see the seller how to new high

Posted by BeginnerLearner > 2018-04-30 14:43 | Report Abuse

Nick, I've read your many comments. Can I get your short/ long term view and advice on MUDA please? Thanks in advance.

Posted by paperplane > 2018-04-30 14:46 | Report Abuse

ORNA could be a better play for me

Posted by paperplane > 2018-04-30 14:48 | Report Abuse

anyway, i have both

Posted by BeginnerLearner > 2018-04-30 14:48 | Report Abuse

Thanks paperplance, i've not gotten to know ORNA but would check it out for sure.

Posted by Outstand > 2018-04-30 14:59 | Report Abuse

Now many people focus on muda

Posted by erkongseng > 2018-04-30 17:16 | Report Abuse

造纸业7成公司净利倍增 纸价或再创新高

2)http://www.100ppi.com/forecast/detail-20180308-129482.html
综合成本压力大 瓦楞原纸价格节节攀升
3)http://www.risi-umpaper.com/info.do?method=searchNoChargeInfoDetail&id=91112&pid=05&info=14

三大政策持续加码,2018年的纸价走势将深受影响

4)http://www.500paper.com/yfcl/zjmj/1012.html
国际纸漿维持上行趋势
5)http://ic.tpex.org.tw/introduce.php?ic=2000
造紙產業鏈簡介
6)http://www.cppmp.com/newstitleservlet1.asp?News_Id=9426
3点揭秘废纸价上涨内幕，或推动箱板瓦楞纸价维持高价位！
7)http://www.sino-corrugated.com/News-Info/IndustryNews/zhijia170817/
纸价即将脱缰，是顺应大势，还是跟风乱象？

8)http://www.chinapaper.net/news/show-26257.html
再增涨价函，巨头带纸价直追历史高点！
9)http://www.chinapaper.net/news/show-26655.html
纸价大副上漲,后市继续看漲.

Posted by BeginnerLearner > 2018-04-30 17:20 | Report Abuse

Thanks erkongseng, good close for MUDA today!

Posted by kenlee > 2018-04-30 17:36 | Report Abuse

Thanks erkongseng. Your hengyuan sink like mad

Posted by probability > 2018-04-30 22:00 | Report Abuse

https://www.straitstimes.com/asia/east-asia/chinas-waste-import-ban-upends-global-recycling-industry

Posted by probability > 2018-04-30 22:01 | Report Abuse

The ban has been like an "earthquake" for countries dependent on China, said Mr Arnaud Brunet, head of the Bureau of International Recycling.

Posted by probability > 2018-04-30 22:04 | Report Abuse

Mr Brunet also warned that many alternate countries may not yet be up to the task of filling China's enormous shoes, since "processing capacity doesn't develop overnight." The ban risks causing a "catastrophic" environmental problem as backlogs of recyclable waste are instead incinerated or dumped in landfills with other refuse.

Posted by probability > 2018-04-30 22:06 | Report Abuse

More than half their plastics were imported, and as prices for such raw materials go up, production will be reduced by at least a third, he said. He had already let go a dozen employees.

Posted by rojakmee > 2018-04-30 22:23 | Report Abuse

About 60 % or more muda revenue is from processing waste paper, they are in the pulp and paper business unlike Orna. just google all the pulp and paper companies in the world. Almost all pulp and paper companies thier share price are skyrocketing. One example below.

Posted by rojakmee > 2018-04-30 22:28 | Report Abuse

https://www.google.com/search?source=hp&ei=uSfnWvuuHsT5vgT9vYqQDw&q=rama+pulp+share+price&oq=rama+&gs_l=mobile-gws-wiz-hp.1.0.35i39j0i203l4.723.1855..2791...1....309.778.0j4j0j1......0....1.......3..0j0i131j0i67.K06%2BRhJUgys%3D

Posted by rojakmee > 2018-04-30 22:28 | Report Abuse

https://www.google.com/search?ei=9ifnWoezDsXivAT8rZvABA&q=indah+kiat+share+price&oq=indah+kiat+sh&gs_l=mobile-gws-wiz-serp.1.0.0i203j33i160.16173.25969..27267...1....230.3262.3j20j2......0....1.......3..0j35i39j0i22i30j33i22i29i30j0i131j0i67.Mmm%2BbRyL9hg%3D

Posted by probability > 2018-04-30 22:55 | Report Abuse

Walao...Indah Kiat shot up another 5% today! Unbelievable..

Posted by rojakmee > 2018-04-30 22:56 | Report Abuse

Above -select 5 years/5T

Posted by erkongseng > 2018-05-02 10:47 | 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，估计2018年的盈利爆升,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Rm2.18只是本益比6.41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。
纸价上扬的赢家肯定是上游造纸业者（Muda Paper Mills, Oji Paper, Nine Dragon Paper Holdings Ltd ,Pascorp Paper),
因为他们拥有控制价钱的话语权.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。
只供参考，盈亏自负。

Posted by rojakmee > 2018-05-02 10:48 | Report Abuse

https://finance.yahoo.com/quote/INKP.JK/chart?p=INKP.JK#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%3D

Posted by rojakmee > 2018-05-02 10:49 | Report Abuse

Indah Kiat share price up another 5% today morning

Posted by probability > 2018-05-02 10:49 | Report Abuse

ha ha..i was just about to check..u quickly posted rojak..kiki

Posted by probability > 2018-05-02 10:52 | Report Abuse

do u know Indah Kiat's mcap? i know its capacity is about 3 x higher than Muda..if im correct

Posted by rojakmee > 2018-05-02 11:04 | Report Abuse

Indah kiat is a huge company, Mcap 72,400 Billion Ruppiah at current price, equivalent to RM20 Billion

Posted by probability > 2018-05-02 11:09 | Report Abuse

and Muda is 0.6 Billion...

I think China investors are flocking to the biggest player outside China!

Posted by probability > 2018-05-02 11:11 | Report Abuse

I am pretty sure Indah Kiat capacity cant be 10 times higher than Muda..but the market cap is almost 40 times higher!

Posted by rojakmee > 2018-05-02 11:31 | Report Abuse

Yeah, valuation of Malaysian companies are cheap

probability I am pretty sure Indah Kiat capacity cant be 10 times higher than Muda..but the market cap is almost 40 times higher!
02/05/2018 11:11

Posted by probability > 2018-05-02 11:33 | Report Abuse

Indah Kiat Serang

http://www.ikserang.com/iks/home.php?p=aboutus

The Mill aggregate annual production capacity is approximately 1.700.000 metric tons of paperboard and 480.000 metric tons for converted product and folding boxes.

Posted by rojakmee > 2018-05-02 12:00 | Report Abuse

Woow, Its only about 3.5 times bigger but valuation is 30.7 times higher



probability Indah Kiat Serang

http://www.ikserang.com/iks/home.php?p=aboutus

The Mill aggregate annual production capacity is approximately 1.700.000 metric tons of paperboard and 480.000 metric tons for converted product and folding boxes.
02/05/2018 11:33

Posted by Outstand > 2018-05-02 12:11 | Report Abuse

Muda still stay strong in this market situation

Posted by BeginnerLearner > 2018-05-02 12:17 | Report Abuse

Thanks rojakmee & probability for the valuable information. I do agree that MUDA will perform well financially!

Posted by rojakmee > 2018-05-02 15:40 | Report Abuse

not much seller now, so Muda will be flying from now onwards. yahoooooooooooo

Posted by probability > 2018-05-02 15:47 | Report Abuse

if you dont buy now...u will never be able to....

Chinese investors will flock here after Indah Kiat saturation.

Posted by monkeyinvestor > 2018-05-02 15:48 | Report Abuse

逆勢漲， muda 強！

Posted by monkeyinvestor > 2018-05-02 15:50 | Report Abuse

越來越多人看好muda買進了！

Posted by Kitkat88 > 2018-05-02 15:55 | Report Abuse

Muda maybe the stock of the year 2018
Good pick by ICON8888

Posted by Angel of KLSE 大马股仙 > 2018-05-02 16:23 | Report Abuse

seng aaahhh

Posted by probability > 2018-05-02 18:50 | Report Abuse

Notice of NEW Substantial Shareholders:

MADAM SIN POAY SIM on 02-May-2018

Stock [MUDA]: MUDA HOLDINGS BHD
Announcement Date 02-May-2018
Substantial Shareholder's Particular:
Name MADAM SIN POAY SIM
Details of Changes:
Currency -
Date of Change Type Number of Shares
29-Mar-2018 Acquired 117,526,713
Nature of Interest Direct and Indirect Interest
Shares Ordinary Shares
Reason 1) Direct Interest 2) Transfer of interest in Hartaban Holdings Sdn Bhd upon demise of spouse, Mr Lim Wan Hoi and deemed interested by virtue of interest in Hartaban Holdings Sdn Bhd pursuant to Section 8 of the Companies Act, 2016
Total no of securities after change
Direct (units) 2,357,200
Direct (%) 0.77
Indirect (units) 115,169,513
Indirect (%) 37.75
Total (units) 117,526,713
Total (%) 38.52
Date of Notice 30-Apr-2018

Posted by rojakmee > 2018-05-02 19:45 | Report Abuse

This chat so quite, almost everyone has sold out I think, when price above rm3 only they start to purchase again.... hahajahahahaja

Posted by Dakewlest > 2018-05-02 19:58 | Report Abuse

Who is that lady? She acquired 1xxmillion shares.

Posted by BeginnerLearner > 2018-05-02 21:04 | Report Abuse

Rojakmee, I picked up MUDA at 2.20 however i'm convinced on the long term prospect :)

Posted by Pilotsport > 2018-05-03 03:51 | Report Abuse

Tsh said all in