muda 阻力：1.48, 1.55, 1.69, 1.81
200天均价1.59攻破就牛股了。
造纸行业解决疫情防控物品紧缺燃眉之急-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=200206083517563620.htm
原纸涨价潮全面泛起 玖龙、理文、山鹰再发涨价函-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=72825
造纸行业解决疫情防控物品紧缺燃眉之急-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=200206083517563620.htm
原纸涨价潮全面泛起 玖龙、理文、山鹰再发涨价函-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=72825
关注 疫情后包装行业发展机遇浅析-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=72833
💪🌈今天继续加倉3883muda
1.27*2=2.54目標价，个人盘算😂
💪👍🌈muda 200天均价1.59己破，牛股成形，下个阻力1.69 ，1.81
😅洛陽纸贵再起？
Muda很多年都未发红股，股数停留在3. 05亿股，但公司规模己变大，每股净资产达RM 3.45,目前1.44的股价非常低估，莫非股东打压收票，或准備私有化？许多时候就输在不能等。😄😄
💪muda :nta RM 3.45,一旦私有化最少值rm2.50
💪muda 阻力：1.48, 1.55, 1.69, 1.81
a)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？
b)good comment from davidtslim:
Summary
1)Muda has the highest capacity of paper mill (upstream) in Malaysia. It benefited from China Blue Sky policy (ban of waste paper import) which the selling price of their products have increased consistently from Q4’17 to Q1’18 while the raw material (waste paper) price has dropped.
2)The timely expansion of Muda in 2017 and 2018 (to be completed in Q3 and Q4) for its paper mill and corrugated plants coincident with the price surge of its product. This will further drive its profit growth especially in Q4’18 due to peak season of online retail shopping in Nov and Dec.
3)Since 2nd half of 2017, paper price in China has been rising, and remain elevated until now. This was caused by shutting down of plants to improve environment. As China is a huge consumer of paper packaging products, the price increase spilled over to international market
4)The demands in Malaysia for corrugated products will continue to grow especially Malaysia now serve as Alibaba’s regional e-commerce and logistics hub in South East Asia.
5)Based on the higher demands and selling price of paper mill products, profit margin of Muda should be expanded in 2018 and it may has some export opportunity.
6)Based on estimated EPS of 38 sen, with forward 12-month PEx of 10x, the fair value of Muda is estimated to be around RM3.8.
https://kongsenger.blogspot.com/2020/02/miss-3883-rm144_17.html?m=0
只供参考，買卖自负。
200天均价1.59攻破就牛股了。
造纸行业解决疫情防控物品紧缺燃眉之急-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=200206083517563620.htm
原纸涨价潮全面泛起 玖龙、理文、山鹰再发涨价函-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=72825
造纸行业解决疫情防控物品紧缺燃眉之急-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=200206083517563620.htm
原纸涨价潮全面泛起 玖龙、理文、山鹰再发涨价函-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=72825
关注 疫情后包装行业发展机遇浅析-中国纸网
http://m.paper.com.cn/news/infotxt.php?id=72833
💪🌈今天继续加倉3883muda
1.27*2=2.54目標价，个人盘算😂
💪👍🌈muda 200天均价1.59己破，牛股成形，下个阻力1.69 ，1.81
😅洛陽纸贵再起？
Muda很多年都未发红股，股数停留在3. 05亿股，但公司规模己变大，每股净资产达RM 3.45,目前1.44的股价非常低估，莫非股东打压收票，或准備私有化？许多时候就输在不能等。😄😄
💪muda :nta RM 3.45,一旦私有化最少值rm2.50
💪muda 阻力：1.48, 1.55, 1.69, 1.81
a)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？
b)good comment from davidtslim:
Summary
1)Muda has the highest capacity of paper mill (upstream) in Malaysia. It benefited from China Blue Sky policy (ban of waste paper import) which the selling price of their products have increased consistently from Q4’17 to Q1’18 while the raw material (waste paper) price has dropped.
2)The timely expansion of Muda in 2017 and 2018 (to be completed in Q3 and Q4) for its paper mill and corrugated plants coincident with the price surge of its product. This will further drive its profit growth especially in Q4’18 due to peak season of online retail shopping in Nov and Dec.
3)Since 2nd half of 2017, paper price in China has been rising, and remain elevated until now. This was caused by shutting down of plants to improve environment. As China is a huge consumer of paper packaging products, the price increase spilled over to international market
4)The demands in Malaysia for corrugated products will continue to grow especially Malaysia now serve as Alibaba’s regional e-commerce and logistics hub in South East Asia.
5)Based on the higher demands and selling price of paper mill products, profit margin of Muda should be expanded in 2018 and it may has some export opportunity.
6)Based on estimated EPS of 38 sen, with forward 12-month PEx of 10x, the fair value of Muda is estimated to be around RM3.8.
https://kongsenger.blogspot.com/2020/02/miss-3883-rm144_17.html?m=0
只供参考，買卖自负。
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