splendidkiller 31 posts | Posted by splendidkiller > Sep 22, 2020 6:17 PM | Report Abuse So quite on this page recently, this counter had been dropping for a month now. Feeling quite despair. Not quite sure how long i should hold on this counter. |
setia2u 969 posts | Posted by setia2u > Sep 22, 2020 8:27 PM | Report Abuse Haha... the moment you sell it, it is the time it goes UP and UP!!! Please sell. |
Bold_Investor 39 posts | Posted by Bold_Investor > Sep 30, 2020 3:51 PM | Report Abuse Bought today, it may go down for a few months because of irrational investor sentiment, but I'm pretty sure it will go back to Rm2.5 at least, because of how good the fundamentals and management are, the balance sheet is amazing, if it goes down further, I'll sell my other shares to buy more, so please sell. |
RainT 8448 posts | Posted by RainT > Oct 3, 2020 7:05 PM | Report Abuse Invest in shares is like that you need to have holding power & to hold good company long enough dont expect to get overnight fast profit , as it will not happen |
RainT 8448 posts | Posted by RainT > Oct 3, 2020 7:06 PM | Report Abuse invest in company that you trust on it future prospect |
50Cents 219 posts | Posted by 50Cents > Oct 8, 2020 1:18 AM | Post removed. Why? |
BullishAllTheTime 68 posts | Posted by BullishAllTheTime > Oct 8, 2020 9:35 AM | Report Abuse Something is brewing. Better QR suppose |
makubo 44 posts | Posted by makubo > Oct 8, 2020 11:05 AM | Report Abuse Nice, volume build up. |
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BullishAllTheTime 68 posts | Posted by BullishAllTheTime > Oct 19, 2020 9:42 AM | Report Abuse This counter slowly climbing but not much volume. Once it get notice, it will shoot up. Whoever in will be rewarded handsomely. |
Albukhary 2711 posts | Posted by Albukhary > Oct 20, 2020 12:15 PM | Report Abuse Insider news from a friend who trading of carton box, this quarter revenue confirm will be good, coz his ordering has increase a lot. I believe MASTER, MUDA, PPHB, ORNA all will be benefited. The only problem is raw material cost, not sure raw material cost during this period is up or down. Can anyone share your information about raw material cost? |
bc8660 253 posts | Posted by bc8660 > Oct 22, 2020 10:09 AM | Report Abuse How about this site? https://fred.stlouisfed.org/series/WPU0911 Price of wood pulp staying low. |
zen_2k 617 posts | Posted by zen_2k > Nov 17, 2020 10:40 AM | Report Abuse Smtg brewing... |
William92 35 posts | Posted by William92 > Nov 18, 2020 2:11 PM | Report Abuse i hope it dont grow too fast, i still need time to prepare bullet. |
Systemworks 43 posts | Posted by Systemworks > Nov 18, 2020 3:44 PM | Report Abuse Don't take too long loading up your bullets. QR is on 22nd Nov. |
mrmeow 350 posts | Posted by mrmeow > Nov 18, 2020 4:09 PM | Report Abuse MASTER solar panel project package supply, good prospect |
mrmeow 350 posts | Posted by mrmeow > Nov 18, 2020 4:17 PM | Report Abuse PE 7 only |
zen_2k 617 posts | Posted by zen_2k > Nov 19, 2020 6:16 PM | Report Abuse peer ornapaper releases positive qr https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3106477 |
mrmeow 350 posts | Posted by mrmeow > Nov 20, 2020 3:51 PM | Report Abuse Clearly MASTER is undervalued, PE 7 only |
mrmeow 350 posts | Posted by mrmeow > Nov 20, 2020 3:58 PM | Report Abuse MASTERS is involved in solar panel's packaging too that's a growing business |
mrmeow 350 posts | Posted by mrmeow > Nov 20, 2020 4:18 PM | Report Abuse https://klse.i3investor.com/blogs/kaviyarasu/2020-06-11-story-h1508727517-MASTER_PACK_GROUP_7029_Maintaining_Decent_Earning_Per_Share_but_Market_.jsp |
zen_2k 617 posts | Posted by zen_2k > Nov 20, 2020 5:44 PM | Report Abuse gonna plummet tomorrow hoho The drop in revenue was due to decision of a major customer to change to a new product model and discontinue the old product model resulting in a temporary drop in revenue and the lower revenue resulted in the lower profit before taxation. |
RainT 8448 posts | Posted by RainT > Nov 20, 2020 6:34 PM | Report Abuse finish MCO expect the sales & profit to be up but is down... |
RainT 8448 posts | Posted by RainT > Nov 20, 2020 6:35 PM | Report Abuse reasons mentioned in quarter report: due to major customers change design |
RainT 8448 posts | Posted by RainT > Nov 20, 2020 6:36 PM | Report Abuse so ? is it this major cust will still continue to use MASTER ? or switch to other suppliers already ? and how MASTER management want to find new sales to replace this new major cust loss of sales ? |
VSLSB 68 posts | Posted by VSLSB > Nov 20, 2020 6:37 PM | Report Abuse Yes. Pretty disappointing to be honest. At least they did better than immediate past qtr. |
RainT 8448 posts | Posted by RainT > Nov 20, 2020 6:37 PM | Report Abuse sales drop profit drop is due to MASTER operating seem is affect it fundamental already |
VSLSB 68 posts | Posted by VSLSB > Nov 20, 2020 6:40 PM | Report Abuse @RainT - I'm pretty sure their customer's gonna go back to them since both of their bosses have a good working relationship. Big question is can they quickly change cardboard designs to suit new requirements by next qtr. Also side note, they really really need to diversify customer base, with that sort of cash they have in hand, I'm sure they can. |
Jeffbkt 130 posts | Posted by Jeffbkt > Nov 20, 2020 6:45 PM | Report Abuse temporary drop or terminated? Which is which |
Sohai Trader 83 posts | Posted by Sohai Trader > Nov 20, 2020 6:56 PM | Report Abuse they need to expand their customer base, customer concentration is not a good thing... |
Systemworks 43 posts | Posted by Systemworks > Nov 20, 2020 7:15 PM | Report Abuse Not the big recovery we were hoping for, but the revenue numbers are going up. Just not in the quantum we were expecting. The design decision from the customer was an unforeseen. Read the report. It says "TEMPORARY" drop in revenue. It is not permanent. This major customer, if it is who I think it is, has been with them for over 10 years so the relationship is there. Expectation is that new designs will be incorporated and revenues will be expected to normalise in future reporting. |
Systemworks 43 posts | Posted by Systemworks > Nov 20, 2020 7:57 PM | Report Abuse Objectively, it is a 44% increase in profit for the quarter. That is a positive. With a further upside next quarter once new designs are done. Not quite the same as seeing a 44% profit decrease back in Aug. |
gemfinder 6880 posts | Posted by gemfinder > Nov 20, 2020 8:08 PM | Report Abuse Gsme over |
uppvestor 54 posts | Posted by uppvestor > Nov 20, 2020 8:19 PM | Report Abuse buy for future prospect? |
VSLSB 68 posts | Posted by VSLSB > Nov 21, 2020 12:16 AM | Report Abuse Well, one thing for sure. Monday's gonna be a blood bath. |
amet2017 3150 posts | Posted by amet2017 > Nov 21, 2020 12:18 AM | Report Abuse blood bath we buy |
zen_2k 617 posts | Posted by zen_2k > Nov 21, 2020 1:09 AM | Report Abuse yup Monday blood bath. @VSLSB how do you know "both bosses" have good working relationship? |
zen_2k 617 posts | Posted by zen_2k > Nov 21, 2020 1:10 AM | Report Abuse On the bright side, operating margins are still good, with bright future prospect. Now the issue is to find new customers and replenish orderbook... |
gohkimhock 2939 posts | Posted by gohkimhock > Nov 21, 2020 3:21 AM | Report Abuse Orna posted an excellent result yesterday, but not Master.. |
RainT 8448 posts | Posted by RainT > Nov 21, 2020 10:17 AM | Report Abuse haha quarter report is not mentioned much but we all do our own assumptions by thinking it is temporary loss of revenue only & will come back later on (if not come back, then...., how MASTER management going to find replacement revenue) would appreciate if MASTER management can share more information in quarter report ... anyhow, they are know more than us also... |
amet2017 3150 posts | Posted by amet2017 > Nov 21, 2020 3:56 PM | Report Abuse Buy buy. When people fear we greed. When people greed we sell to them |
celaka91 6 posts | Posted by celaka91 > Nov 22, 2020 9:10 AM | Report Abuse its customer is having delayed start up for new production. the transition of new modules might take times. it might be reflected in 2021.. jz my 2 cents |
uppvestor 54 posts | Posted by uppvestor > Nov 22, 2020 3:22 PM | Report Abuse then can start collect liao for next Q |
Systemworks 43 posts | Posted by Systemworks > Nov 23, 2020 11:14 AM | Report Abuse Queued at 1.70 waiting for a bloodbath but didn't happen. Where are all the sellers? |
simonlow88 2 posts | Posted by simonlow88 > Nov 23, 2020 12:21 PM | Report Abuse Master did not meet last quarter profit target ? |
splendidkiller 31 posts | Posted by splendidkiller > Nov 23, 2020 3:34 PM | Report Abuse Proven big players still in the game, no bloodbath today, haha.... |
William92 35 posts | Posted by William92 > Nov 23, 2020 4:56 PM | Report Abuse masterpack's foundation I think quite strong. no need to worry much, just collect. will comeback in 2021. |
zen_2k 617 posts | Posted by zen_2k > Nov 23, 2020 5:11 PM | Report Abuse yup, will consider top up more, especially if dip further |
Systemworks 43 posts | Posted by Systemworks > Nov 23, 2020 8:03 PM | Report Abuse Liquid cash flow and reserves still there, so fundamentals strong. Have topped up once today to take advantage of the dip. Didn't quite get my target price of 1.70, there was huge support built around that price point. |
Kalaihselvan Krishnan 138 posts | Posted by Kalaihselvan Krishnan > Nov 24, 2020 4:30 PM | Report Abuse Sold at 1.9 |
Systemworks 43 posts | Posted by Systemworks > Nov 24, 2020 4:34 PM | Report Abuse Incredible volume and spike the past hour. What's going on? |