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3,298 comment(s). Last comment by erkongseng at Oct 16, 2017 08:10 AM
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fly_high
42 posts

Posted by fly_high > Sep 28, 2017 08:43 AM | Report Abuse

good one STC1136..


Ooi Teik Bee
5054 posts

Posted by Ooi Teik Bee > Sep 28, 2017 09:11 AM | Report Abuse

I also recommend this stock. I believe the target price recommended by STC1136 is achievable.

Thank you.
Ooi


edison5351
1 post

Posted by edison5351 > Sep 28, 2017 09:25 AM | Report Abuse

guys, i thought the bonus 5:1 share will be credit in today 28 sept ? not today ?


aslm
31 posts

Posted by aslm > Sep 28, 2017 09:54 AM | Report Abuse

Hi OTB sifu, welcome to the party!


Hengyuan: SEXY BABE RM21!
13879 posts

Posted by Hengyuan: SEXY BABE RM21! > Sep 28, 2017 09:56 AM | Report Abuse

aiyo. OTB like tht sure kaboom loh......


Hengyuan: SEXY BABE RM21!
13879 posts

Posted by Hengyuan: SEXY BABE RM21! > Sep 28, 2017 09:59 AM | Report Abuse

I use super LOW PE for our super conservative Malaysia fund manager for steel sector X 8 times = New TP RM2.67 (IF in china average PE15, can get RM5.01)

Compare RM1.35 today, potential of 97% profit........Don't waste this Golden Opportunity.......Once may happen in your life time only.

**Note = Malaysia Fund manager no dare to chase high PE one for steel sector - as they Mark"High Risk"


THIS IS WHY I SAID, MALAYSIA STEEL SECTOR deserve a RERATING LOH

P.E 10-15 is more reasonable until 2020, due to protection from GOVT mah!


aslm
31 posts

Posted by aslm > Sep 28, 2017 10:00 AM | Report Abuse

I always trust the detailed homework done by OTB sifu, and I believe Masteel has the highest probability to gain greatest rewards among the big 4 long steel companies, although I am still holding the shares of all big 4 companies.


Hengyuan: SEXY BABE RM21!
13879 posts

Posted by Hengyuan: SEXY BABE RM21! > Sep 28, 2017 10:01 AM | Report Abuse

1Q 17 14mil
2Q 17 10mil
3Q 17 40mil (EST)
4Q 17 40mil (EST)
Total 17 104mil
Total share after bonus 311mil
EPS = 33.4 cents


QUESTION IS is RM40mil a Q profit sustainable not


smartInvestor1
614 posts

Posted by smartInvestor1 > Sep 28, 2017 10:13 AM | Report Abuse

Just buy and hold


Hengyuan: SEXY BABE RM21!
13879 posts

Posted by Hengyuan: SEXY BABE RM21! > Sep 28, 2017 10:25 AM | Report Abuse

My sifu last time buy from RM1--1.20, RM2 is what we looking in 5 years time. seems like going to realise this sooner than we think


STC1136
680 posts

Posted by STC1136 > Sep 28, 2017 11:39 AM | Report Abuse

Don't forget the 1Q 17 & 2Q 17 is on low profit.

As per current market situation, don't u think china will re-open those illegal factory to push down Rebar price to low again next year?

At least 3 years Masteel have advantage on Malaysia imposed tax protection till year 2020.

Let said Rebar price soften to RM2400 next year, imagine cost is maintain high on RM2100, sales tonnes maintain 125 tons(Low target) Gross margin is 14.3%, after deduct selling & admin Exp 15mil, still have 22.5 mil profit.

Est 2018 , 22.5mil X 4 Qtr = 90 mil
EPS = 28.9 cents

I think the above can be sustainable till year 2020.

use 28.9 X 8 times, still have long term TP RM2.31
10 times will be RM2.89
12 times will be RM3.46

If the government announce any big project for the coming 2017/2018, this is still not count their impact on steel demand.

Don't forget, Currently the supply is fixed and we do not see any big changes on additional supply in malaysia market.

We also can not underestimated the China production cut will cause China Inventory go to Super Low Historical Level....This is really BIG IMPACT.

If China rebar shoot up to RMB4,500 next month, then how much malaysia steel mill to offer? it can be RM3,000 per ton......


Bird87
341 posts

Posted by Bird87 > Sep 28, 2017 11:43 AM | Report Abuse

paperplane sifu run to masteel. dont want stay at prestar de EEEEEE


angsp
82 posts

Posted by angsp > Sep 28, 2017 04:04 PM | Report Abuse

will in be dropping tomorrow too since so many ppl waiting to sell.


Hengyuan: SEXY BABE RM21!
13879 posts

Posted by Hengyuan: SEXY BABE RM21! > Sep 28, 2017 04:07 PM | Report Abuse

both I still have, Masteel, Prestar, Annjoo.


tooeasy
19 posts

Posted by tooeasy > Sep 28, 2017 10:40 PM | Report Abuse

Same here, i also possess all 4 steel counters, but prestar performance quite lackluster like HY even tho very undervalued, wait till next q result bloom


notebook
334 posts

Posted by notebook > Sep 29, 2017 08:24 AM | Report Abuse

promote di sini , belakang curi curi jual.


Hengyuan: SEXY BABE RM21!
13879 posts

Posted by Hengyuan: SEXY BABE RM21! > Sep 29, 2017 12:34 PM | Report Abuse

大马钢厂MASTEEL – 马币走强的主要受惠者

MASTEEL创办于1971年,在2005年上市于大马主要板。成立初期,集团在雪兰莪Petaling Jaya经营一家轧钢厂,主要生产低碳钢筋 (Steel Bars)。在1998年,作为提高生产赚幅的战略之一,MASTEEL在巴生Bukit Raja建设一座熔炼厂,主要用于生产钢坯 (Steel Billet) 。这厂房是当地最现代化的熔炼厂之一,年产能达700,000吨。

在2013年,MASTEEL对于其下游业务进行扩展,在Bukit Raja建设一座新的轧钢厂,并已在2015年10月正式投产。在这之前,MASTEEL把Bukit Raja生产的钢坯送往Petaling Jaya进行加工,导致必须承担一笔运输费用。目前,集团可直接在Bukit Raja加工,省时又省钱。

整体而言,MASTELL目前拥有有3家厂房,包括两家轧钢厂和一家熔炼厂,地点分别坐落在巴生Bukit Raja和Petaling Jaya,地理上的优势让集团多年来始终在巴生河流域地区钢铁市场中占有重要地位。

根据多年前的统计,MASTEEL分别占钢胚和钢筋市场的8%及5%。值得一提,小规模使得集团占有市场优势,主要是在争取中小型订单方面。另一方面,其厂房的优越地理位置使得集团拥有成本优势,运输成本仅每吨RM20-22左右,较竞争者的每吨RM40-45节省约50%。集团在近年成功夺取更高的钢筋市场份额,主要因为地理靠近巴生谷大型基建项目以及吉隆坡主要发展计划。

业绩方面, MASTEEL在今年Q1及Q2一共交出RM24.7m盈利,超越FY16全年表现,主要归功于显著的外汇收益。集团的主要收入来自本地市场,占FY16营业额的89%,而其余11%贡献来自出口。

由于美金兑马币在今年初从4.45逐渐下滑至目前的4.26,作为受惠者的MASTEEL在FY17首两个季度一共录得RM10.8m的外汇收益,占了整体盈利的44%。若剔除外汇收益,集团的近两个季度的核心盈利为RM13.9m。

在业务发展上,通过未来5年陆续推出的大型基础设施项目,MASTEEL放眼把东马的销售量进一步提高。集团将瞄准更多新兴终客户,如政府关联企业、西马主要承包商以及东马的新经销商。为了提升销售量15%,MASTEEL正在西马地区积极营销其产品,并预计可从2017-2022年进行中的Pan Borneo大道项目受益。

据管理层说,MASTEEL的钢筋产能将在今年提升,有望带动其收入额外增长RM150m,相等于12.5%的增幅。当然,这前提是钢筋需求持续走高。集团位于Bukit Raja的新轧钢厂使用率达到63.5%,主要生产优质小直径的钢筋Y10、Y12和Y16。未来,多个生产技术将陆续安装在这厂房上,届时有望提高其生产效率。

虽然在过去5年皆创造可观的营运现金流,但是MASTEEL却在业务扩展上投入不少资金,导致派息率非常低。即便在FY16创造RM38m的净现金流,集团也仅建议派发每股0.85仙的股息,引起股东们不满。在今年股东大会上,高达97.5%的股东不通过这笔股息的提案,非常罕见。

展望下个业绩,美金兑马币在Q3从4.30跌至4.20。MASTEEL预计可在Q3继续录得RM3-5m的外汇收益。然而,投资者必须非常小心。若美金兑马币突然暴涨,这势必为集团未来的盈利表现带来极大的影响。本专页相信市场对于MASTEEL的盈利预期非常大,但是其核心盈利却不是大家想象中那么高。

排除外汇因素,本专页预测MASTEEL全年核心盈利为RM30m。若包括外汇收益,其全年盈利可达RM45-50m之间。值得一提,
未来一旦美金兑马币走势趋稳,集团将失去外汇收益的优势。

对于10月份股票分析报告有兴趣的股友,可私下PM本专页,以了解详情!


angsp
82 posts

Posted by angsp > Sep 29, 2017 03:04 PM | Report Abuse

seem like some one is collecting 132


onlyinvestment
67 posts

Posted by onlyinvestment > Sep 29, 2017 03:33 PM | Report Abuse

I need another 20cents only...


STC1136
680 posts

Posted by STC1136 > Oct 3, 2017 11:48 AM | Report Abuse

If Malaysia mill is going to meet Australia demand, malaysia Mill price for Q4 will sustain at high price average should be more than RM2500 per ton


paktua73
1488 posts

Posted by paktua73 > Oct 3, 2017 03:50 PM | Report Abuse

old man cry here waa waa
bcoz
big gun not allowed old man jump in here
couple umno lord have here hu hu
plez boss..
old man also need collect funds to..
hu hu waa tut tut


kevin008
1152 posts

Posted by kevin008 > Oct 3, 2017 04:25 PM | Report Abuse

refer to annual rpt/qtr rpt,ANNJOO export to S'pore, SSTEEL to ASEAN, MASTEEL to Oceania countries
So masteel benefit more loh


smartInvestor1
614 posts

Posted by smartInvestor1 > Oct 3, 2017 04:35 PM | Report Abuse

大市要转上了~~ 当然买头马跑得快 ^ ^


Hengyuan: SEXY BABE RM21!
13879 posts

Posted by Hengyuan: SEXY BABE RM21! > Oct 5, 2017 12:19 PM | Report Abuse

sometime, patient is needed. buy and hold


iedge
4 posts

Posted by iedge > Oct 6, 2017 01:44 PM | Report Abuse

https://klse.i3investor.com/blogs/iedge_blog/134529.jsp


kevin008
1152 posts

Posted by kevin008 > Oct 7, 2017 10:08 PM | Report Abuse

https://m.facebook.com/story.php?story_fbid=2032327270320661&id=2017748508445204


leoting
473 posts

Posted by leoting > Oct 9, 2017 03:07 PM | Report Abuse

钢铁第八报告之大马长钢展望! https://leoting81.blogspot.my/2017/10/blog-post_9.html


leslieroycarter
4314 posts

Posted by leslieroycarter > Oct 10, 2017 02:21 PM | Report Abuse

Big sharks holding from 67~92c , thus anything above they may throw to u....


kevin008
1152 posts

Posted by kevin008 > Oct 10, 2017 02:56 PM | Report Abuse

already up 100% .now u only say shark throw...


Arlong
13 posts

Posted by Arlong > Oct 10, 2017 03:58 PM | Report Abuse

http://www.thestar.com.my/business/business-news/2017/10/10/steel-prices-to-inch-upwards/


Up_down
2932 posts

Posted by Up_down > Oct 10, 2017 04:29 PM | Report Abuse

Thanks leoting in supplying additional information of Alliance Steel....would be joining rebar market next year.


STC1136
680 posts

Posted by STC1136 > Oct 11, 2017 02:02 PM | Report Abuse

Most analyst always estimate Masteel is the lowest profit margin player among all 4 long steel player.

Some of it even estimated Masteel will only have 15 mil on Q3 results.

If Q3 masteel can not get more than 20 mil NP, i sold next day of Q3 results...

No point to keep a company share if they are not well managed......


MoneyFace88
288 posts

Posted by MoneyFace88 > Oct 11, 2017 03:09 PM | Report Abuse

Masteel ok mah, there is margin of safety as NTA is higher than the price


erkongseng
2194 posts

Posted by erkongseng > Oct 12, 2017 10:48 AM | Report Abuse

Masteel 5098 @马鋼 Rm1.34 趁低買入,小而美,红股后调整完,随着鋼价的上升,它拥4亿多价值庫存己增值,短期目標价Rm1.55
只是分享,投资请三思且自负。
转贴:
@ 强势板块里淘宝找强势股 找出潜在40%涨幅牛股
12/10/2017

大马股票交易所大市虽疲弱,不过中小型股却有轮流炒作活动,工业制造指数更连续八天创新高,该板块里的优质股,料随大市水涨船高,未来三至六个月展望良好,股价存在上涨潜能。

《九点股票》编辑室本身的看法和做法将专注於强势板块,找出基本面强劲,公司盈利持续成长,估值合理的上市公司。编辑室经过一轮筛选,找出3家公司进行研究,并分享研究报告给白金会员。

《九点股票》编辑团队列为首选股名单的上市公司为:

马钢铁(MASTEEL 5098)
辉高(FAVCO 7229)
两发钢铁(LEONFB 5232)

《九点股票》从工业制造指数板块里,筛选出这三家公司,认为它们的估值合理,过去数个季度盈利呈现成长,今年的盈利也比去年更好,因此列进首选股名单。我们根据自设的基本面计算方式,发现有关股项的潜在空间有40%以上。

无论如何,以上股项需要持有一段时间,我们不进行对敲交易,同时也不认为一两个星期就可以出现涨势。

以下是我们将执行的投资计划:

马钢铁(MASTEEL 5098):
《九点股票》会在1.32-1.35令吉买进,我们计算的目标价格是1.85令吉,止损价格为85仙。我们将持有它六个月,等待价值出现。


erkongseng
2194 posts

Posted by erkongseng > Oct 12, 2017 02:14 PM | Report Abuse

http://www.klsescreener.com/v2/news/view/291601


matrix5
15 posts

Posted by matrix5 > Oct 12, 2017 04:34 PM | Report Abuse

http://www.sinchew.com.my/node/1690488


erkongseng
2194 posts

Posted by erkongseng > Oct 12, 2017 05:22 PM | Report Abuse

http://gu.sina.cn/ft/hq/nf.php?symbol=RB0


Hengyuan: SEXY BABE RM21!
13879 posts

Posted by Hengyuan: SEXY BABE RM21! > Oct 12, 2017 06:40 PM | Report Abuse

Wow, er. You subscribe this?


Hengyuan: SEXY BABE RM21!
13879 posts

Posted by Hengyuan: SEXY BABE RM21! > Oct 12, 2017 06:42 PM | Report Abuse

They got give their f8ndamental calculation??


erkongseng
2194 posts

Posted by erkongseng > Oct 13, 2017 10:54 AM | Report Abuse

2017年10月12日星期四

5098 MaSteel 大马钢厂 Rm1.34 能否投资?
--Masteel Rm1.34 趁低買入,小而美,红股后调整完,随着鋼价的上升,它拥4亿多价值庫存己增
值,短期目標价Rm1.55。
--長钢四支都可进,个人觉得论公司股数,成交,股价,masteel更具赚副,兩季度EPs=10sen,估 计2017年12月止的财年可赚EPs=15sen,取pe=12,股价=RM 1.80 。
--原材料将维持现状,中国为最大钢铁生产与消费国,现有很大权力的定价权,未來1,2年钢价可企穩,国 内钢铁在反倾销税保护下,业者可保净利水平,公司存货与生产是並行的,之前的货现可卖到好价,masteel是被低估股票。合理价rm1.80
--现在股价rm1.34只是在本益比(pe)8.9倍交易,取2017全年eps=15sen计算.
--于30-6-2017公司CASH=3078万, 贷款=3.49亿, NTA=RM1.84
--库存为4.33亿 /3.10亿股数=RM1.39(个人简单计算).
--4%赚副,(个人简单计算): 年营业约12亿 乘以4%=48m ,
48M/310M 股数=RM0.15 ,PE=12,股价=RM1.80
--受益于马来西亚政府施加13.42%螺纹钢一种保障税率和线材13.9%,螺纹钢的线圈。
只是分享,投资请三思且自负。
--Prospects
Strong international steel prices driven by tight supply of finished goods and increase of raw materials costs have yet to be fully reflected in local steel prices. The local demand for steel remains subdued while the roll out of many mega project is expected to only materialize in the next few quarters. The high price of imported steel together with increasing costs of raw materials present a potentially conducive condition for the margins of the Company's products to improve in the near term.



http://kongsenger.blogspot.my/2017/10/5098-masteel-rm134.html


davidtslim
113 posts

Posted by davidtslim > Oct 13, 2017 02:42 PM | Report Abuse

https://klse.i3investor.com/blogs/david_masteel/135149.jsp


Arlong
13 posts

Posted by Arlong > Oct 13, 2017 02:49 PM | Report Abuse

螺纹钢“王者归来”
https://wallstreetcn.com/articles/3034863


investor77
269 posts

Posted by investor77 > Oct 13, 2017 03:50 PM | Report Abuse

if year eps is around 24 cents, then Masteel worth to invest as PE less than 10,


erkongseng
2194 posts

Posted by erkongseng > Oct 13, 2017 08:38 PM | Report Abuse

http://www.gtgqw.com/showhysj142922.html


coffeemoney
14 posts

Posted by coffeemoney > Oct 14, 2017 06:17 PM | Report Abuse

MASTEEL ANNJOO PMETAL SSTEEL ARE DOING VERY WELL.

ONLY THE SHIT CSC STEEL STILL SLEEPING, DESPITE THEY ARE STILL A PROFIT-RUNNING COMPANY.


erkongseng
2194 posts

Posted by erkongseng > Oct 16, 2017 07:38 AM | Report Abuse

All in today,buy buy buy,see a good Q3 profit coming soon.


WM Niaga
747 posts

Posted by WM Niaga > Oct 16, 2017 07:50 AM | Report Abuse

Ok2. Tq bro


erkongseng
2194 posts

Posted by erkongseng > Oct 16, 2017 08:10 AM | Report Abuse

http://www.gtgqw.com/showhysj142925.html

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