Posted by BearBear1980 > 2018-01-04 11:17 | Report Abuse

Paper price increase is double-edge sword, depend if company able to pass the increased cost to customer or not.

Posted by hebeds > 2018-01-08 12:28 | Report Abuse

is muda able to pass all the cost to customer? since price of raw material also increase heavily

Posted by Roger Lim Tau Kiat > 2018-02-06 18:06 | Report Abuse

这只股可以买吗？感觉上会大涨，不过几时就不知道了，因为老板自己有80%的票，完全是等老板表演

Posted by solaris80 > 2018-02-12 16:01 | Report Abuse

Cheaper than toilet paper

Posted by telephone > 2018-02-12 16:48 | Report Abuse

Roger, don't buy lar. Lousy management company, price drop since last year.不要像我们在这里住套房, 外面还有千多只股可以买。

Posted by Roger Lim Tau Kiat > 2018-02-13 15:15 | Report Abuse

Telephone,这个公司去年approved了八百五十万的福利给老板。公司没有什么赚了，还批了八百五十万给老板花，跟benalac 一样。
过了新年的Report 感觉上会很不错，等看看咯

Posted by telephone > 2018-02-13 18:59 | Report Abuse

我买它是因为2017年头国际纸价大涨又缺货, 看好它纸浆厂会大賺。哪知道人算不如CC Lim 算。。。

Posted by Roger Lim Tau Kiat > 2018-02-13 21:49 | Report Abuse

Oji 就大赚，有种树。muda 这种股hit and run。问题就在hit 不到，老板又把股价压到死死。不过看他的轮回两年一次，差不多了。有买的就等收米。这次涨来到三块都有可能。因为现在的价钱很低了，可能到1.10就下不去了。

Posted by telephone > 2018-02-14 18:08 | Report Abuse

Solaris,Roger, 新年快乐，2018年股财就手。。。

Posted by Ramada > 2018-02-19 09:43 | Report Abuse

This is old corrugated container (OCC), raw material for making kraft paper roll.
http://cosmosgreenfze.com//wp-content/uploads/2017/10/OCC-Medium.jpg

And this is kraft paper roll. The raw material for making corrugated box.
https://sc01.alicdn.com/kf/HTB1uUPTHFXXXXb7XFXXq6xXFXXXa/200351047/HTB1uUPTHFXXXXb7XFXXq6xXFXXXa.jpg

There is only one listed company in Bursa will be benefit from cheap OCC price, it's MUDA PAPER. They turn OCC into kraft paper roll. (And turn kraft paper roll into corrugated box too).

Another three which named ORNA, MASTER and PPHB buying kraft paper roll and turn it into corrugated box. Their raw material is paper roll, NOT old corrugated container (OCC).

Anyway, cheap raw material (OCC) will benefit all these four companies. BUT MUDA will be benefited the most.

Let's see what MUDA management said in their previous quarter's prospect.

. Commentary on Prospects

Against the backdrop of higher sales volume, higher selling price and lower raw material cost, profitability of the Group in the next quarter is expected to be better. The Board is confident that the Group will deliver better profit in 2017.

Posted by Ramada > 2018-02-19 10:26 | Report Abuse

Good sharing from Lau333. Old corrugated container (OCC) which is raw material for paper roll drops a lot, almost 40% from its peak.

Corrugated Packaging Industry: A New Dawn
http://klse.i3investor.com/blogs/20102017/147710.jsp

MUDA drops from RM1.80 to RM1.20. With good prospects ahead, I think it's a good buy now.

Posted by Ramada > 2018-02-19 10:31 | Report Abuse

And their final quarter's result always the best. The main point is, raw material which named old corrugated container (OCC) dropped almost 40% (Oct-Dec 2017).
http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=3883
http://klse.i3investor.com/files/my/blog/img/bl4011_occ_price.png

Posted by NorthernStar > 2018-02-19 11:09 | Report Abuse

testing

Posted by NorthernStar > 2018-02-19 11:10 | Report Abuse

telephone, sound like you have some insider information similar to stone.

Posted by NorthernStar > 2018-02-19 11:14 | Report Abuse

Solaris80, your comment is interesting. suddenly got more interesting news or rumours circulating.

Posted by Ramada > 2018-02-19 20:08 | Report Abuse

Today buying rate as high as 90%. The group said result will be better than previous already. Should BUY before result has released.

Posted by NorthernStar > 2018-02-19 20:36 | Report Abuse

Ramada, you also got insider inform from the group. Haha... everybody got inform but who is tell true or rumours.

Posted by Ramada > 2018-02-19 20:44 | Report Abuse

No. No. No. You misunderstood me. I mean MUDA's management said 4th quarter result will be better than previous. Please read their prospects in page 15.

. Commentary on Prospects

Against the backdrop of higher sales volume, higher selling price and lower raw material cost, profitability of the Group in the next quarter is expected to be better. The Board is confident that the Group will deliver better profit in 2017.

http://www.malaysiastock.biz/GetReport.aspx?file=2017/11/24/3883%20-%201738033776989.pdf&name=QuarterlyResult%202017%20Q3.pdf

Posted by Ramada > 2018-02-20 10:24 | Report Abuse

OCC recycling process. (Turn OCC into paper roll)
https://www.youtube.com/watch?v=Bx0ozMweqoU

Corrugated box manufacturing process. (Turn paper roll into box)
https://www.youtube.com/watch?v=C5nNUPNvWAw
19/02/2018 10:39

Posted by Ramada > 2018-02-20 10:38 | Report Abuse

Based on The Malaysian Pulp and Paper Manufacturer Association (MPPMA) 2012 data. Local paper mills still imported 30% waste paper from Europe, US and Australia.
https://klse.i3investor.com/files/my/blog/img/bl4210_mppma.png

Two main reasons why MUDA will be very good in final quarter.
(1) Cheap raw material, almost drop 40% from its peak.
(2) Stronger RM against USD.

Posted by Ramada > 2018-02-20 11:34 | Report Abuse

For MUDA, its final quarter always the best for continuous 8 years.

Posted by Roger Lim Tau Kiat > 2018-02-20 20:01 | Report Abuse

冷门又掉低的股。
这只股涨完又会跌完。Unpredictable
所以没有基金关注

Posted by Ramada > 2018-02-21 09:54 | Report Abuse

Zzz...

Posted by firehawk > 2018-02-21 10:15 | Report Abuse

today no vol .... :-(

Posted by Roger Lim Tau Kiat > 2018-02-21 12:58 | Report Abuse

我看超过70%的量是老板自己买卖。以我的个性，我1.30就忍不住买进了，要到今天才会回本。到现在我一张都没有买到这个股。
我也没有rm1.15买到.我纯粹多事进来看看留言。

Posted by Nickhong > 2018-02-22 10:43 | Report Abuse

在马来西亚产量最大的纸厂，但是却很冷门

Posted by joeinner > 2018-02-22 11:48 | Report Abuse

The biggest but the performance really bad compare to other corrugated box plant
让人失望

Posted by Nickhong > 2018-02-22 14:38 | Report Abuse

因为赚到的钱都拿去投资买机器

Posted by Nickhong > 2018-02-22 20:52 | Report Abuse

北马的在装着新的机器，有两台没装，kajang也在装着新的机器

Posted by solaris80 > 2018-02-22 21:19 | Report Abuse

IKEA最近拿了很多很多的货，员工ot 做到很够累

Posted by Nickhong > 2018-02-22 21:57 | Report Abuse

营业额一直破新高，可以说稳定了顾客不会跑，只是赚到的钱都拿去买机器

Posted by solaris80 > 2018-02-22 22:07 | Report Abuse

马来西亚的原纸还需要靠进口才能满足

Posted by Nickhong > 2018-02-22 22:46 | Report Abuse

用纸量只会越来越多，因为都是网购，所以幕达才会投资哪么多在机器

Posted by solaris80 > 2018-02-22 23:21 | Report Abuse

上个星期的废纸价又再下滑，Muda 的成本可以降低

Posted by joeinner > 2018-02-23 13:24 | Report Abuse

等等看这将要出的Report ，证明能否在这接下来的半年大賺。

Posted by Nickhong > 2018-02-23 15:20 | Report Abuse

已经投资9千万在机器方面来提升产量

Posted by Nickhong > 2018-02-23 15:31 | Report Abuse

应该要开始赚了，Asia file也是第二大股东

Posted by Roger Lim Tau Kiat > 2018-02-23 22:02 | Report Abuse

会不会业绩破纪录，可是利润50 万？
这个老板会这样做吗？这个老板是怎样的人？

Posted by Nickhong > 2018-02-24 09:54 | Report Abuse

只知道老板有野心的人，但行事低掉

Posted by Nickhong > 2018-02-24 09:58 | Report Abuse

很少曝光，基金也少关注

Posted by The_Reds > 2018-02-26 18:44 | Report Abuse

fantastic result

Posted by The_Reds > 2018-02-26 18:45 | Report Abuse

net profit almost rm36k..100% increase from previous quarter

Posted by The_Reds > 2018-02-26 18:46 | Report Abuse

both revenue and profit are record high in the history

Posted by Ramada > 2018-02-26 18:49 | Report Abuse

http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=3883

Posted by Ramada > 2018-02-26 18:57 | Report Abuse

I think we should buy corrugated packaging stocks now. MUDA, ORNA, MASTER and PPHB among the best.

Posted by Ramada > 2018-02-26 19:02 | Report Abuse

Just like upstream player in steel industry, ANNJOO, MASTEEL and SSTEEL. When upstream player in good performance, downstream player like AYS, LEONFB and CHOOBEE all will be very good too.

Posted by The_Reds > 2018-02-26 19:17 | Report Abuse

Ramada..i read ur previous comments and it's really good analysis, u think how long is this favourable trend going to benefit this industry???

Posted by moguiyu > 2018-02-26 19:18 | Report Abuse

PPHB is the best among packaging industries

Posted by Ramada > 2018-02-26 19:24 | Report Abuse

I think we should stick to its raw material, Old Corrugated Containers (OCC) prices. If it goes down, it's very good for MUDA. If it goes up, nevermind. They can adjust selling prices and pass it to customers because high demand there.

I read their statement, looks like they adjust selling prices of corrugated box upwards again.

Posted by Ramada > 2018-02-26 19:36 | Report Abuse

Good articles to sharing from Lau333. This time really chun chun.

Lau333//Corrugated Packaging Industry: A New Dawn
https://klse.i3investor.com/blogs/20102017/147710.jsp

Lau333//Corrugated Packaging Industry: MUDA, BOXPAX, ORNA, PPHB & MASTER
http://klse.i3investor.com/blogs/20102017/148546.jsp

MUDA has benefited the most from lower OCC prices. Actually I'm not sure yet for downstream players. If one of them is doing good, I think others will follow.