2018年5月13日星期日

大马纸业股另一波上漲期将到达。代表公司:muda 3883 慕达

3883muda
Rm1.96 /2.10 /2.20 
加码了,纸业股迎接新的丰收净利。
顺势而行,纸业股全球牛市,谁入主布城无关紧要,短期影响微,
長远希盟营造良好公平经商环境更有利于企业。
纸价上扬的赢家肯定是上游造纸业者(Muda Paper Mills, Oji Paper, Pascorp Paper), 
因为他们拥有控制价钱的话语权.
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Rm2.55只是本益比7.5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。
cimb投行 为大庄支持下,业绩出来前買在3元内,区域的同行股价大副度上漲,慕达紧急跟后,顺势而行就是了,大马纸业,瓦楞不足生产须求,必须依赖部分进口,因此慕达的产品仍在提高产量,前景眚好下公司股价先跑了。
只是分享,投资自负。

http://www.chinapaper.net/news/show-27227.html

http://www.chinapaper.net/news/show-27249.html
http://www.chinapaper.net/news/show-27231.html

http://www.chinapaper.net/mobile/21-0-27298-1.html
http://www.chinapaper.net/mobile/21-0-27294-1.html
https://m.facebook.com/story.php?story_fbid=2011096915805910&id=1520891084826498


取自cimb:
RSI 買卖强弱为向上的走势,
resistance 1:rm3.12
resistance 2:rm3.52
resistance 3:rm3.80
止损:rm2.45

转贴:Wow, a Malaysian company that's in the pulp & paper segment? Need to study more about the business! The industry is super hot at the moment. In Indonesia, 2 companies INKP & TKIM have been flying the past year, giving returns of +540% & 650% respectively. Although I don't think Muda produces the pulp & paper but instead purchase them as their raw material... Anyways lets see if this can be a gem.