MIECO (5001) 美固木屑板 - Mieco 5001美固木合板逢低投资。




a)Mieco ready to test higher, says AllianceDBS Research

TheEdge Thu, Jul 26, 2018 


KUALA LUMPUR (July 26): AllianceDBS Research said Mieco Chipboard Bhd (Mieco) had on July 25 tested previous day’s high of 48.5 sen before closing near the day’s high at 48 sen (up 1 sen or 2.12%).
In its evening edition yesterday, the research house said Mieco continued to trade above the 20-day (blue) and 50-day (red) moving average lines in the last 4 days.
“Following the up close on July 25, the stock is likely to move higher with immediate hurdle at 50 sen.
“A crossover of 50 sen should see further price rise to the next overhead resistance zone, 52.5 sen – 57.5 sen.
“The support is pegged at 46.5 sen. A fall below 46.5 sen would put pressure on the stock down to the subsequent support zone, 43 sen – 45 sen.
AllianceDBS Research stock volume traded on July 25 was 2.18 million shares compared to the 3-month average volume of 1.88 million shares.
b)

中美贸易争端.家具手套木业得利

Sinchew Sat, Jul 21, 2018 


(吉隆坡20日讯)中国与美国鹤蚌相争,大马渔翁得利?大华继显认为,中美贸易战升温,若美国真对中国额外商品开征额外10%关税,相信大马家具、木制嵌板和手套业将是潜在大赢家。
美国政府在本月10日公布新研拟加征关税的商品建议清单,将另外向价值2000亿美元的中国输美商品加征10%关税,而中国也恫言将同等反击,让中美贸易紧张再升级。
美国中占大马总出口值24%
大华继显表示,美国和中国现占大马总出口值24%,其中中国以13%比重为我国第二大出口伙伴,领先美国的9%。
“在审视潜在清单后,我们发现部份领域可能因中美贸易纠纷从中获利。若贸易攻防战第二回合真的开打,我们预见大马家具、木制嵌板和手套业将是潜在赢家。”
●家具
利兴工业(LIIHEN,7089,主板消费品组)和纬树控股(LATITUD,7006,主板消费品组)70至90%产量外销至美国,加上两者资产负债 表强稳,净现金水平几乎为市值的10至20%。以估值来看,这两家公司周息率虽高于3%,但仍以低于10倍本益比进行交易。
●木制嵌板
美固木合板(MIECO,5001,主板工业产品组)、长青纤维板(EVERGRN,5101,主板工业产品组)和亿维雅刨花板(HEVEA,5095,主板工业产品组)将是潜在受惠的木制嵌板业者,但美国现仅占总销售不足10%。
以财务实力来看,亿维雅刨花板以2300万令吉净现金领先群伦,美固木合板和长青纤维板现负债比为0.6倍和0.1倍,本益比估值则为12倍。






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