Posted by Redpeople > 2019-04-30 00:04 | Report Abuse

high dividend so far these 3 years

Posted by dinobots > 2019-04-30 07:55 | Report Abuse

they accquired the singapore company Longsing and Wenfang is the best move. next q1 result may better than last q1

Posted by Ai Lee > 2019-04-30 11:08 | Report Abuse

why drop after announce interest?

Posted by Kiryu88 > 2019-04-30 12:09 | Report Abuse

muda always like that ,no matter Qr good than pervious or better dividend .price sure down...haha

Posted by Ai Lee > 2019-04-30 12:22 | Report Abuse

then just keep to get dividend

Posted by skl_81 > 2019-04-30 15:30 | Report Abuse

Base on international the wastepaper row material at lower price and the corrugate box selling price stay at higher price. So muda should be get good coming quarter report vs previous quarter report.

https://fred.stlouisfed.org/search?st=Corrugate

Posted by kariwong9394 > 2019-04-30 15:32 | Report Abuse

The management of Muda is clever & intelligent .They will quietly to collect the share from the bottom and sell to those like to chase high buddy 3.0+..

Like last quarter the management has known that the market is aiming their good year end result, many goreng kaki had collected the share early , therefore,even-though they had lower down the material cost to increase the profit, but they finally add up the re-valuation fee in order to reduce the profit in term of yoy , so that goreng kaki unable to goreng the price...

But now, seem TY**P is not aiming the share openly, therefore just waiting their good result coming.Especially the waste paper index price is getting lower & lower compare to last year. And in their annual report also had stated they confident to remain profitable year in 2019. Therefore, dont simply throw your golden chick to other. Be patience , normally at the end of May will see the move.

Posted by Shinnzaii > 2019-05-02 08:31 | Report Abuse

Drop until like this also no people wan to collect?seriously?

Posted by commonsense > 2019-05-03 16:55 | Report Abuse

Muda Holding margins should improve further given the increasing industrial paper price (which is the main revenue component) and the decreasing waste paper price ( which is the main cost component).

The reason for these are mainly due to China's government stringent import criteria of waste paper products imposed since July 2017. The affects of these new policy changes by China governments are:

1) A drop in demand of waste paper especially for wastepaper coming from the US and Europe. This resulted in US and Europe waste paper looking for other markets besides china of which most of the waste paper ends up in the Asian market (Malaysia included). This resulted in a sudden high supply of waste paper in the global market which resulted in the falling price of the raw material.

2) Closure of paper mills in China due to difficulties of getting supply of waste paper into the country. This has resulted in the sudden fall of industrial paper in the China market which indirectly increase the price of industrial paper in China. Other paper mills in Asian that used to serves market like Malaysia decides to go to China instead as it would command better profit margins and higher volume. This reduces supply of industrial paper in other markets including Malaysia which resulted in the increase of price of the product (in tandem with other market price).

Another event that had contributed to the fall in waste paper price is the China government decision to imposed a 25% import tariff on waste paper coming from the US.

In conclusion the change of policy by the chinese government has indirectly improved the business environment of Muda Holdings.

At the current price and assuming a target profit of RM100mil for FY19, the company is currently only trading at a forward PE of 5.5x. PB is currently trading at 0.6x.

Best Regards,

Posted by skl_81 > 2019-05-07 11:28 | Report Abuse

Muda shareholders top 30 obtained 80% of total shares and 20% = 61m at market only.

Posted by kstan3 > 2019-05-07 13:21 | Report Abuse

Once the company have bright for future, many shareholder will confident to hold more...Like if u know A company is good in future, it is strongly believe that u will buy more share in order to get the juicy earning laterly..

somemore, many company's 30 top shareholders also obtained about 80% of total shares and 20% at market...for example, car#m##...Actually, It is normal case..

Posted by skl_81 > 2019-05-10 12:15 | Report Abuse

Good news
April wastepaper lower than March 2019 and corrugated paperboard price remaining at higher price.

Posted by Cimbnet > 2019-05-15 18:31 | Report Abuse

This is a good company for long term

Posted by Winningpost > 2019-05-15 19:03 | Report Abuse

Just load and load ...no worries
Pre QR will shine ..it's about time to uostrend.

Posted by Winningpost > 2019-05-15 19:04 | Report Abuse

*uptrend.

Posted by $$$< GOODLUCK >$$$ > 2019-05-15 19:16 | Report Abuse

let watch tomorrow can up or not.

Posted by skl_81 > 2019-05-17 11:12 | Report Abuse

This last 2 weeks should have moving before QR …

Posted by Roger Lim Tau Kiat > 2019-05-18 13:57 | Report Abuse

给你1.80买，真的起到2.90才赚60%++，可是下掉的风险以及被hold几久才会起?才是问题的关键所在。

Posted by kariwong9394 > 2019-05-23 12:09 | Report Abuse

如果1.8买，就算跌到1.40才只是跌22%。如果可以起到2.90，赚60%+， 为什么赚不过？ 你以为要赚60%+ 那么容易啊。况且别说起到2.90，起到1.90 大部人都已经迫不及待的赶着卖了。

Posted by Roger Lim Tau Kiat > 2019-05-23 19:24 | Report Abuse

这次够够力的安静了，不知道这次的业绩会冲吗？或是还要等多一年?

Posted by dinobots > 2019-05-23 22:47 | Report Abuse

最近5月很多业绩炸弹...我觉得是会比上个季节好的 因为收购新加坡的公司会贡献盈利 只是怕最低薪金那些被影响到

Posted by skl_81 > 2019-05-24 11:25 | Report Abuse

在贸易中不跌都已经很开心了！
不过Muda跌的空间很少，上涨的空间还有很多。

Posted by skl_81 > 2019-05-25 21:21 | Report Abuse

Master pack (7029)
Master-Pack along with its subsidiaries is engaged in the manufacture of corrugated paperboards and carton boxes.

Q1Y19 revenue increase 42% and profits increase 120% vs previous year Q1Y18.


http://www.bursamalaysia.com/market/listed-companies/company-announcements/6170317

Posted by dinobots > 2019-05-25 22:56 | Report Abuse

nice one

Posted by Angel of KLSE 大马股仙 > 2019-05-30 17:28 | Report Abuse

How is the quarterly result?

Posted by carol_danvers > 2019-05-30 17:55 | Report Abuse

Not that good

Posted by dinobots > 2019-05-30 18:18 | Report Abuse

stil ok la, this quarter no get any compensation, drop 2% only

Posted by Kiryu88 > 2019-05-30 18:23 | Report Abuse

long term

Posted by AhSeng > 2019-05-30 18:39 | Report Abuse

Revenue up sikit. No more insurance claim. Is OK. Compare with same quarter.

Posted by skl_81 > 2019-05-30 20:30 | Report Abuse

Muda
Q1Y18
revenue RM371.598m
Profits RM15.706m (minus RM3.11m insurance claimed = RM12.596m).
Q1Y19
Revenue RM378.230m (increased 2.1%)
Profits RM15.385m (increased 22.1%)

Posted by Simon Loh > 2019-05-30 20:45 | Report Abuse

Thanks skl_81 for the clarification

Posted by Kiryu88 > 2019-05-31 09:44 | Report Abuse

貿易戰還能保持算不錯了，QoQ相比確實比去年好。繼續加油

Posted by AhSeng > 2019-05-31 10:02 | Report Abuse

No surprise.knn

Posted by Cimbnet > 2019-06-01 12:45 | Report Abuse

Slight improvement is good enuff in this mkt

Posted by dinobots > 2019-06-03 16:53 | Report Abuse

i wonder why no news show this counter's quarter report since preceding quarter

Posted by free2invest > 2019-06-10 22:14 | Report Abuse

If you are not following this industry news, better don't buy this stock.

Posted by AhSeng > 2019-06-14 07:54 | Report Abuse

Master is up a lots. Knn muda still on same price.

Posted by Cimbnet > 2019-06-14 15:18 | Report Abuse

Patience.. It will come

Posted by free2invest > 2019-06-21 06:09 | Report Abuse

Short term is okay, however long will face big challenge.

Posted by Angel of KLSE 大马股仙 > 2019-06-27 09:47 | Report Abuse

Even dividend ex date tomorrow still no big price change. Boring. I wait from muda until tua.

Posted by KPH5328 > 2019-06-28 07:54 | Report Abuse

Pls share any good or bad news in AGM yesterday

Posted by Jann86 > 2019-07-02 10:27 | Report Abuse

Why no show any trade today?

Posted by Kiryu88 > 2019-07-08 22:01 | Report Abuse

may,jun,jul low n lower .will break 1.7 after dividend?

Posted by Angel of KLSE 大马股仙 > 2019-07-09 12:57 |

Post removed.Why?

Posted by Kiryu88 > 2019-07-10 10:32 | Report Abuse

babi go babi go ~~~oleholeholeh

Posted by Winningpost > 2019-07-11 22:58 | Report Abuse

Sleeping beauty..

Posted by Kiryu88 > 2019-07-25 15:52 | Report Abuse

sleep to holland

Posted by Angel of KLSE 大马股仙 > 2019-07-26 09:41 | Report Abuse

Sleep and hol lan kan

Posted by Kiryu88 > 2019-07-28 18:58 | Report Abuse

no choice ,muda need sometimes to go back rm2.00...i stay at apartment first.gd luck others...

Posted by francis188 > 2019-08-03 19:01 | Report Abuse

shit