PPHB & MASTER - Supplies for packaging

Today we have seen an increase in the industrial product. This correlate with 2 stocks i.e MASTER and PPBH.

Let's look at both companies fundamentally:
PPHB

• Market Cap: 134m
  
• Last traded price: RM0.715
  
• EPS: 12.53cent (*8.1=RM1.01) (undervalue)
  
• PE Ratio: 5.71 (OK)
  
• ROE: 9.56 (Ok)
  
• NTA: 1.30 (undervalue)
  
• Financial: Steady consistently increasing net profit year on year.
  

MASTER

• Market Cap: 84m
  
• Last traded price: RM1.5
  
• EPS: 28.73cent (*8.1=RM2.32) (undervalue)
  
• PE Ratio: 5.4 (OK)
  
• ROE: 14.81 (Ok)
  
• NTA: 1.94 (undervalue)
  
• Financial: Steady consistently increasing net profit year on year.
  

Both companies are the supplier for packaging i.e. box and plastics.

Well, if we take a look at current scenario of COVID-19, large volume of postage coming to every shipping companies to some extend its overloaded. Poslaju from their statement, in one day the volume reached to about 600k-730k parcels per day. This is poslaju only and there are a lot more shippers out there. Its not a rocket science to think that the benefit from this catalyst is on the packaging side :) I am too, falls to the trap of Lazada and Shopee sales.

As for the chart, both company have shown interest in demand thus pushing the price up. So which one would you choose? Look at both chart.. same trend? now pick the cheaper price.