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Author: StockBuddy   |   Latest post: Sun, 26 Apr 2020, 4:36 PM

 

《《 Muda Holdings Berhad (3883) 》》

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今天要看看的是股是MUDA,为什么会是MUDA呢? 这是因为最近造纸板块有动静,身为龙头的MUDA我们怎么能不看一看他呢?
Muda的核心生意是生产纸和瓦楞纸箱,也是全马最大的造纸厂和造瓦楞纸箱厂。
公司从收集废纸,到制造纸相关的产品,到销售Muda在造纸业可说是提供一条龙的服务。
造纸业和瓦楞纸箱业务分别占了公司55%和45%的营业额
造纸盒最重要的成本就是纸浆,我们发觉回收旧纸盒的价钱一直维持在低位,
5月: RM 0.2 – RM 0.35
8月: RM0.15- RM0.23
9月: RM0.13- RM0.15
12月: RM0.13- RM0.15
这是对MUDA的瓦楞纸箱业务有着很大的帮助,但是也同时压低了纸浆的售价。
公司在AGM时有提到随着纸浆的售价下滑,他们也是把废纸原料的价格压低,所以在成本方面控制的不错。
公司在增加两家瓦楞纸箱厂(马六甲和柔佛新山)的同时也升级了一些造纸器材,这些举动会开始增加产量,也会提高效率。

相信有注意我们分享的股友们,上个星期我们就有谈到MASTER,有兴趣的朋友可以看回之前的分享。
在昨天发布的业绩的ORNA, 交出了非常亮眼的业绩,所以相信 MUDA的业绩也是会一样的好。
COVIC-19导致中国制造业停顿,据闻一些订单已经流入马来西亚和越南
综合以上种种短期内MUDA还是值得留意的

 

风险
业绩不如预期,预计这几天会发布业绩
客户的需求回落。
中国业者的介入

以上纯属分享,没有买卖建议。

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Labels: MUDA

Related Stocks

Chart Stock Name Last Change Volume 
MUDA 1.97 +0.07 (3.68%) 2,524,400 

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