PLASTIC packaging manufacturers are back in focus as concerns mount over tightening raw material supply. Disruptions in the Middle East, driven by escalating tensions following US-Israel strikes on Iran and the blockage of the Strait of Hormuz, have constrained the availability of key f...

PETALING JAYA: A key earnings catalyst for SLP Resources Bhd is its ongoing development of medical-related components and devices, which command better- than-average margins.

KUALA LUMPUR: Here is a recap of the announcements that made headlines in Corporate Malaysia.

（吉隆坡8日讯）受国内需求疲弱及价格压力拖累，信利资源（SLP Resources Bhd）（KL:SLP）首季净利按年下跌19.68%。

Plastic manufacturer SLP Resources Bhd (KL:SLP) reported a 19.68% drop in net profit for the first quarter, as weaker domestic demand and pricing pressure weighed on earnings.

 伊朗战争爆发，霍尔木茨海峡沦为谈判武器，油气货品运行受阻，市场瞬间笼罩通胀阴影，然而，并非所有行业皆冷汗淋漓，包装业与科技业或许是少数还能苦中作乐的两大行业。中东冲突导致树脂（Resin）价格飙涨约80%，加上市场忧虑供应吃紧正不断追加订单，分析员看好塑料包装制造商采用成本加成定价模式，高涨的树脂价格有望带来更高的盈利，并为领域带来重估机会，上调领域2026年盈利目标25%，连带上修评级至“加码”。[vip_content_start]肯纳格研究表示，中东冲突自今年2月爆发以来，国际油...

中东冲突推高树脂价格暴涨逾80%，在成本转嫁模式支撑下，行业盈利有望显著改善。...

（吉隆坡22日讯）随著中东冲突持续发酵且推高国际油价，树脂平均价已上涨至少80%。分析员指出，在成本加成（cost-plus）商业模式下，原料价格上行有望推高塑料包装业者的营运赚幅。肯纳格投行分析员预测，即使中东冲突缓和，油价也难以回到冲突前的水平。“根据历史数据，2013年至201

（吉隆坡22日讯）随著中东冲突持续发酵且推高国际油价，树脂平均价已上涨至少80%。分析员指出，在成本加成（cost-pl...

Kenanga Research has decided to upgrade the plastic packaging sector from ‘neutral’ to ‘overweight’, citing surging resin prices and supply shortages that are expected to lift profitability in the coming months.

Kenanga Research anticipates that SLP Resources Bhd's current marketing push into new markets and higher-value products will partially offset cost pressures going forward.

PETALING JAYA: The manufacturing sector in China has been undergoing rapid transformation amidst weaker demand domestically and global headwinds.

KUALA LUMPUR: China’s packaging industry is undergoing rapid transformation as manufacturers grapple with weak domestic demand and mounting global headwinds, Kenanga Research said.

KUALA LUMPUR: The plastic packaging sector is expected to face continued earnings pressure into 2026 amid global trade uncertainties, intense competition, a stronger ringgit and weaker resin prices, Kenanga Research said.

PENANG is widely recognised as a semiconductor hub, but few are aware that the state also houses a specialist in food processing and packaging automation. This quiet specialist is EPB Group Bhd (KL:EPB). It builds the automated machinery that processes and packages everything from chill...

券商 ：肯纳格证券研究投资建议 ：跑赢大市目标价 ：89仙闭市价 ：79仙 （截至11月10日）每股收益 ：3.5仙（2025财年估计）本益比 ：25倍 （2025财年估计）股息收益率：4.8% （2025财年估计）ESG评级 ：3星 （满分5星）信利资源（SLP，7248，主要板工业）资产负债表强劲，净现金达8800万令吉，且股息收益率约为5%，鉴于股价走势和未来成长催化剂，我们上修评级，从“符合大市”至“跑赢大市”。看好该公司主要因其专注于高赚幅产品组合、现金流稳定与资产负债表强劲能稳...

Order recovery visibility remains cloudy amid subdued external demand and cautious client replenishment for the plastic packaging industry.

KUALA LUMPUR: Here is a recap of the announcements that made headlines in Corporate Malaysia.

SLP Resources Bhd (KL:SLP) is targeting to increase its exports to Japan, Australia and New Zealand by a tenth in the second half of 2025, as demand in the domestic market continues to be sluggish.

INVESTORS are shying away from plastic packaging manufacturers, evident by their languishing share price in recent years.So much so, the manufacturers’ trailing 12-month dividend yield now hovers between 5% and 6%. Despite the relatively attractive yield, analysts hesitate to recommend ...