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.

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.

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.

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

Posted by RainT > Oct 3, 2020 7:06 PM | Report Abuse

invest in company that you trust on it future prospect

Posted by 50Cents > Oct 8, 2020 1:18 AM |

Post removed. Why?

Posted by BullishAllTheTime > Oct 8, 2020 9:35 AM | Report Abuse

Something is brewing. Better QR suppose

Posted by makubo > Oct 8, 2020 11:05 AM | Report Abuse

Nice, volume build up.

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.

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?

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.

Posted by zen_2k > Nov 17, 2020 10:40 AM | Report Abuse

Smtg brewing...

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.

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.

Posted by mrmeow > Nov 18, 2020 4:09 PM | Report Abuse

MASTER solar panel project package supply, good prospect

Posted by mrmeow > Nov 18, 2020 4:17 PM | Report Abuse

PE 7 only

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

Posted by mrmeow > Nov 20, 2020 3:51 PM | Report Abuse

Clearly MASTER is undervalued, PE 7 only

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

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

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.

Posted by RainT > Nov 20, 2020 6:34 PM | Report Abuse

finish MCO

expect the sales & profit to be up

but is down...

Posted by RainT > Nov 20, 2020 6:35 PM | Report Abuse

reasons mentioned in quarter report:


due to major customers change design

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 ?

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.

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

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.

Posted by Jeffbkt > Nov 20, 2020 6:45 PM | Report Abuse

temporary drop or terminated? Which is which

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...

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.

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.

Posted by gemfinder > Nov 20, 2020 8:08 PM | Report Abuse

Gsme over

Posted by uppvestor > Nov 20, 2020 8:19 PM | Report Abuse

buy for future prospect?

Posted by VSLSB > Nov 21, 2020 12:16 AM | Report Abuse

Well, one thing for sure. Monday's gonna be a blood bath.

Posted by amet2017 > Nov 21, 2020 12:18 AM | Report Abuse

blood bath we buy

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?

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...

Posted by gohkimhock > Nov 21, 2020 3:21 AM | Report Abuse

Orna posted an excellent result yesterday, but not Master..

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...

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

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

Posted by uppvestor > Nov 22, 2020 3:22 PM | Report Abuse

then can start collect liao for next Q

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?

Posted by simonlow88 > Nov 23, 2020 12:21 PM | Report Abuse

Master did not meet last quarter profit target ?

Posted by splendidkiller > Nov 23, 2020 3:34 PM | Report Abuse

Proven big players still in the game, no bloodbath today, haha....

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.

Posted by zen_2k > Nov 23, 2020 5:11 PM | Report Abuse

yup, will consider top up more, especially if dip further

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.

Posted by Kalaihselvan Krishnan > Nov 24, 2020 4:30 PM | Report Abuse

Sold at 1.9

Posted by Systemworks > Nov 24, 2020 4:34 PM | Report Abuse

Incredible volume and spike the past hour. What's going on?