Highlights
KLSE: SSTEEL (5665)       SOUTHERN STEEL BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
1.85   0.00 (0.00%)  0.00 - 0.00  0
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Financials


Market Cap: 802 Million

Market Cap 802 Million
NOSH 434 Million

Latest Audited Result:  30-Jun-2017

Latest Audited Result: 30-Jun-2017
Announcement Date 30-Oct-2017
Next Audited Result: 30-Jun-2018
Est. Ann. Date: 30-Oct-2018
Est. Ann. Due Date: 27-Dec-2018

Latest Quarter:  31-Mar-2018 [#3]

Latest Quarter: 31-Mar-2018 [#3]
Announcement Date 15-May-2018
Next Quarter: 30-Jun-2018
Est. Ann. Date: 24-Aug-2018
Est. Ann. Due Date: 29-Aug-2018
QoQ | YoY   -25.29%  |    63.99%

Annual (Unaudited) ( EPS: 21.51, P/E: 8.60 )

Revenue | NP to SH 2,638,142  |  93,295
RPS | P/RPS 608.37 Cent  |  0.30
EPS | P/E | EY 21.51 Cent  |  8.60  |  11.63%
DPS | DY | Payout % 2.92 Cent  |  1.58%  |  13.59%
NAPS | P/NAPS 1.74  |  1.07
YoY   142.19%
NP Margin | ROE 3.61%  |  12.40%
F.Y. | Ann. Date 30-Jun-2017  |  24-Aug-2017

T4Q Result ( EPS: 41.79, P/E: 4.43 )

Revenue | NP to SH 3,464,474  |  181,209
RPS | P/RPS 798.92 Cent  |  0.23
EPS | P/E | EY 41.79 Cent  |  4.43  |  22.59%
DPS | DY | Payout % 3.50 Cent  |  1.89%  |  8.36%
NAPS | P/NAPS 2.18  |  0.85
QoQ | YoY   12.68%  |    826.38%
NP Margin | ROE 5.25%  |  19.19%
F.Y. | Ann. Date 31-Mar-2018  |  15-May-2018

Annualized Result ( EPS: 54.01, P/E: 3.43 )

Revenue | NP to SH 3,746,073  |  234,189
RPS | P/RPS 863.86 Cent  |  0.21
EPS | P/E | EY 54.01 Cent  |  3.43  |  29.19%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -5.09%  |    100.21%
NP Margin | ROE 6.26%  |  24.81%
F.Y. | Ann. Date 31-Mar-2018  |  15-May-2018


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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
30-Jun-2018 15-May-2018 31-Mar-2018 3 953,368 61,644 52,300 52,267 15,156 944,049 29.00% 5.49% 5.54% 433,050 220.15 219.85 12.07 12.05 3.50 3.50 2.1800 2.18   -25.29%   63.99% 30-Mar-2018 1.71 0.78 14.17 0.78 7.06% 2.05% 15-May-2018 1.90 0.86 15.74 0.87 6.35% 1.84%
30-Jun-2018 13-Feb-2018 31-Dec-2017 2 956,440 78,347 70,035 69,958 - 895,566 - % 7.32% 7.81% 432,640 221.07 220.56 16.17 16.13 0.00 0.00 2.0700 2.07   30.97%   91.39% 29-Dec-2017 2.25 1.02 13.91 1.09 7.19% 0.00% 13-Feb-2018 2.00 0.90 12.37 0.97 8.09% 0.00%
30-Jun-2018 28-Nov-2017 30-Sep-2017 1 899,747 57,483 53,434 53,417 - 817,168 - % 5.94% 6.54% 430,088 209.20 207.49 12.42 12.32 0.00 0.00 1.9000 1.88   859.53%   176.73% 29-Sep-2017 2.23 1.07 17.95 1.17 5.57% 0.00% 28-Nov-2017 2.21 1.06 17.79 1.16 5.62% 0.00%
30-Jun-2017 24-Aug-2017 30-Jun-2017 4 654,919 -7,937 5,987 5,567 - 762,250 - % 0.91% 0.73% 428,230 152.94 151.03 1.30 1.28 0.00 0.00 1.7800 1.76   -82.53%   104.94% 30-Jun-2017 1.69 1.11 130.00 0.95 0.77% 0.00% 24-Aug-2017 2.13 1.39 163.85 1.20 0.61% 0.00%
30-Jun-2017 27-Apr-2017 31-Mar-2017 3 665,905 37,121 32,487 31,872 12,681 769,324 39.79% 4.88% 4.14% 422,705 157.53 153.56 7.54 7.35 3.00 2.92 1.8200 1.77   -12.81%   454.57% 31-Mar-2017 1.22 0.77 16.18 0.67 6.18% 2.46% 27-Apr-2017 1.39 0.88 18.44 0.76 5.42% 2.16%
30-Jun-2017 14-Feb-2017 31-Dec-2016 2 731,568 47,841 37,039 36,553 - 750,453 - % 5.06% 4.87% 421,603 173.52 168.70 8.67 8.43 0.00 0.00 1.7800 1.73   89.36%   176.83% 30-Dec-2016 1.21 0.70 13.96 0.68 7.17% 0.00% 14-Feb-2017 1.35 0.78 15.57 0.76 6.42% 0.00%
30-Jun-2017 14-Nov-2016 30-Sep-2016 1 585,750 33,097 19,680 19,303 - 704,979 - % 3.36% 2.74% 419,630 139.59 135.08 4.60 4.45 0.00 0.00 1.6800 1.63   117.13%   137.19% 30-Sep-2016 1.31 0.94 28.48 0.78 3.51% 0.00% 14-Nov-2016 1.22 0.87 26.52 0.73 3.77% 0.00%
30-Jun-2016 22-Aug-2016 30-Jun-2016 4 590,882 -96,229 -112,146 -112,675 - 679,573 - % -18.98% -16.58% 419,489 140.86 136.26 -26.86 -25.98 0.00 0.00 1.6200 1.57   -1,153.48%   -8,957.48% 30-Jun-2016 0.98 0.70 -3.65 0.60 -27.41% 0.00% 22-Aug-2016 1.04 0.74 -3.87 0.64 -25.83% 0.00%
30-Jun-2016 20-Apr-2016 31-Mar-2016 3 595,854 -6,593 -8,830 -8,989 - 789,687 - % -1.48% -1.14% 420,046 141.85 137.41 -2.14 -2.07 0.00 0.00 1.8800 1.82   81.11%   74.73% 31-Mar-2016 0.88 0.62 -41.12 0.47 -2.43% 0.00% 20-Apr-2016 1.13 0.80 -52.80 0.60 -1.89% 0.00%
30-Jun-2016 02-Feb-2016 31-Dec-2015 2 621,324 -53,724 -47,247 -47,578 - 809,748 - % -7.60% -5.88% 419,559 148.09 143.28 -11.34 -10.97 0.00 0.00 1.9300 1.87   8.35%   19.49% 31-Dec-2015 0.81 0.55 -7.14 0.42 -14.00% 0.00% 02-Feb-2016 0.73 0.49 -6.44 0.38 -15.53% 0.00%
30-Jun-2016 11-Nov-2015 30-Sep-2015 1 592,435 -56,583 -51,660 -51,910 - 863,768 - % -8.72% -6.01% 419,305 141.29 136.62 -12.38 -11.97 0.00 0.00 2.0600 1.99   -4,072.83%   -139.61% 30-Sep-2015 0.875 0.62 -7.07 0.42 -14.15% 0.00% 11-Nov-2015 0.92 0.65 -7.43 0.45 -13.46% 0.00%
30-Jun-2015 20-Aug-2015 30-Jun-2015 4 610,656 -395 -1,192 -1,244 - 895,679 - % -0.20% -0.14% 414,666 147.26 140.82 -0.30 -0.29 0.00 0.00 2.1600 2.07   96.50%   -109.29% 30-Jun-2015 0.95 0.65 -316.67 0.44 -0.32% 0.00% 20-Aug-2015 0.85 0.58 -283.33 0.39 -0.35% 0.00%
30-Jun-2015 06-May-2015 31-Mar-2015 3 675,362 -39,148 -35,484 -35,575 - 904,023 - % -5.25% -3.94% 418,529 161.37 155.74 -8.50 -8.20 0.00 0.00 2.1600 2.08   39.80%   -576.17% 31-Mar-2015 0.98 0.61 -11.53 0.45 -8.67% 0.00% 06-May-2015 0.98 0.61 -11.53 0.45 -8.67% 0.00%
30-Jun-2015 11-Feb-2015 31-Dec-2014 2 632,850 -68,470 -58,868 -59,098 - 783,781 - % -9.30% -7.54% 419,134 150.99 145.94 -14.10 -13.63 0.00 0.00 1.8700 1.81   -172.79%   -2,714.96% 31-Dec-2014 1.20 0.79 -8.51 0.64 -11.75% 0.00% 11-Feb-2015 1.07 0.71 -7.59 0.57 -13.18% 0.00%
30-Jun-2015 21-Nov-2014 30-Sep-2014 1 610,737 -28,730 -21,415 -21,664 - 837,396 - % -3.51% -2.59% 416,615 146.59 140.84 -5.20 -5.00 0.00 0.00 2.0100 1.93   -261.76%   -419.27% 30-Sep-2014 1.48 1.01 -28.46 0.74 -3.51% 0.00% 21-Nov-2014 1.40 0.96 -26.92 0.70 -3.71% 0.00%
30-Jun-2014 27-Aug-2014 30-Jun-2014 4 723,680 20,142 13,714 13,393 - 862,174 - % 1.90% 1.55% 418,531 172.91 166.88 3.20 3.09 0.00 0.00 2.0600 1.99   79.27%   -44.71% 30-Jun-2014 1.42 0.82 44.37 0.69 2.25% 0.00% 27-Aug-2014 1.52 0.88 47.50 0.74 2.11% 0.00%
30-Jun-2014 30-Apr-2014 31-Mar-2014 3 706,089 10,552 7,734 7,471 8,301 850,863 111.11% 1.10% 0.88% 415,055 170.12 162.83 1.80 1.72 2.00 1.91 2.0500 1.96   230.58%   -59.08% 31-Mar-2014 1.50 0.88 83.33 0.73 1.20% 1.33% 30-Apr-2014 1.60 0.94 88.89 0.78 1.13% 1.25%
30-Jun-2014 10-Feb-2014 31-Dec-2013 2 705,779 4,462 2,421 2,260 - 917,559 - % 0.34% 0.25% 452,000 156.15 162.76 0.50 0.52 0.00 0.00 2.0300 2.12   154.17%   130.56% 31-Dec-2013 1.40 0.90 280.00 0.69 0.36% 0.00% 10-Feb-2014 1.40 0.90 280.00 0.69 0.36% 0.00%
30-Jun-2014 28-Nov-2013 30-Sep-2013 1 677,952 -4,238 -3,995 -4,172 8,344 851,087 - % -0.59% -0.49% 417,200 162.50 156.34 -1.00 -0.96 2.00 1.92 2.0400 1.96   -117.22%   -158.81% 30-Sep-2013 1.66 1.02 -166.00 0.81 -0.60% 1.20% 28-Nov-2013 1.68 1.03 -168.00 0.82 -0.60% 1.19%
30-Jun-2013 26-Aug-2013 30-Jun-2013 4 710,779 20,475 24,558 24,222 - 856,122 - % 3.46% 2.83% 417,620 170.20 163.91 5.80 5.59 0.00 0.00 2.0500 1.97   32.67%   3.61% 28-Jun-2013 1.75 1.03 30.17 0.85 3.31% 0.00% 26-Aug-2013 1.72 1.01 29.66 0.84 3.37% 0.00%
30-Jun-2013 29-Apr-2013 31-Mar-2013 3 724,989 25,313 18,845 18,257 20,746 858,908 113.64% 2.60% 2.13% 414,931 174.72 167.19 4.40 4.21 5.00 4.78 2.0700 1.98   346.85%   172.58% 29-Mar-2013 1.35 0.77 30.68 0.65 3.26% 3.70% 29-Apr-2013 1.38 0.79 31.36 0.67 3.19% 3.62%
30-Jun-2013 30-Jan-2013 31-Dec-2012 2 692,543 -10,037 -7,339 -7,396 - 829,995 - % -1.06% -0.89% 410,888 168.55 159.70 -1.80 -1.71 0.00 0.00 2.0200 1.91   -204.26%   -33.86% 31-Dec-2012 1.30 0.77 -72.22 0.64 -1.38% 0.00% 30-Jan-2013 1.38 0.82 -76.67 0.68 -1.30% 0.00%
30-Jun-2013 19-Nov-2012 30-Sep-2012 1 704,113 8,607 7,116 7,094 8,345 834,588 117.65% 1.01% 0.85% 417,294 168.73 162.37 1.70 1.64 2.00 1.92 2.0000 1.92   -69.65%   -55.80% 28-Sep-2012 1.68 1.00 98.82 0.84 1.01% 1.19% 19-Nov-2012 1.68 1.00 98.82 0.84 1.01% 1.19%
30-Jun-2012 17-Aug-2012 30-Jun-2012 4 764,161 32,182 23,529 23,377 - 834,892 - % 3.08% 2.80% 417,446 183.06 176.22 5.60 5.39 0.00 0.00 2.0000 1.93   192.93%   -53.61% 29-Jun-2012 1.80 0.98 32.14 0.90 3.11% 0.00% 17-Aug-2012 1.94 1.06 34.64 0.97 2.89% 0.00%
30-Jun-2012 15-May-2012 31-Mar-2012 3 869,263 -29,326 -25,615 -25,155 20,962 846,004 - % -2.95% -2.97% 419,250 207.34 200.46 -6.00 -5.80 5.00 4.83 2.0179 1.95   -355.29%   -156.01% 30-Mar-2012 1.89 0.91 -31.50 0.94 -3.17% 2.65% 15-May-2012 1.82 0.88 -30.33 0.90 -3.30% 2.75%
30-Jun-2012 31-Jan-2012 31-Dec-2011 2 928,842 -6,411 -6,253 -5,525 - 881,492 - % -0.67% -0.63% 425,000 218.55 214.20 -1.30 -1.27 0.00 0.00 2.0741 2.03   -134.42%   -124.20% 30-Dec-2011 1.90 0.87 -146.15 0.92 -0.68% 0.00% 31-Jan-2012 2.00 0.92 -153.85 0.96 -0.65% 0.00%
30-Jun-2012 15-Nov-2011 30-Sep-2011 1 734,004 17,326 15,577 16,050 21,118 895,421 131.58% 2.12% 1.79% 422,368 173.78 169.26 3.80 3.70 5.00 4.87 2.1200 2.06   -68.15%   328.69% 30-Sep-2011 1.98 1.14 52.11 0.93 1.92% 2.53% 15-Nov-2011 1.96 1.13 51.58 0.92 1.94% 2.55%
30-Jun-2011 18-Aug-2011 30-Jun-2011 4 902,633 43,766 50,388 50,388 - 878,666 - % 5.58% 5.73% 416,429 216.76 208.15 12.10 11.62 0.00 0.00 2.1100 2.03   12.19%   -7.73% 30-Jun-2011 2.12 0.98 17.52 1.00 5.71% 0.00% 18-Aug-2011 2.07 0.95 17.11 0.98 5.85% 0.00%
30-Jun-2011 18-May-2011 31-Mar-2011 3 786,240 50,776 44,915 44,915 41,976 877,311 93.46% 5.71% 5.12% 419,766 187.30 181.31 10.70 10.36 10.00 9.68 2.0900 2.02   96.72%   30.25% 31-Mar-2011 2.32 1.24 21.68 1.11 4.61% 4.31% 18-May-2011 2.18 1.16 20.37 1.04 4.91% 4.59%
30-Jun-2011 17-Jan-2011 31-Dec-2010 2 710,344 5,440 22,832 22,832 - 837,173 - % 3.21% 2.73% 422,814 168.00 163.81 5.40 5.27 0.00 0.00 1.9800 1.93   509.83%   -62.39% 30-Dec-2010 2.13 0.00 0.00 2.13 0.00% 0.00% 17-Jan-2011 2.21 0.00 0.00 2.21 0.00% 0.00%
30-Jun-2011 15-Nov-2010 30-Sep-2010 1 619,235 3,459 3,744 3,744 20,800 823,680 555.56% 0.60% 0.45% 416,000 148.85 142.80 0.90 0.86 5.00 4.80 1.9800 1.90   -93.14%   -89.19% 30-Sep-2010 2.39 0.00 0.00 2.39 0.00% 0.00% 15-Nov-2010 2.21 0.00 0.00 2.21 0.00% 0.00%
31-Dec-2010 17-Aug-2010 30-Jun-2010 684,648 62,272 54,609 54,609 21,003 848,539 38.46% 7.98% 6.44% 420,069 162.98 157.88 13.00 12.59 5.00 4.84 2.0200 1.96   58.36%   530.84% 30-Jun-2010 1.82 0.00 0.00 0.91 0.00% 0.00% 17-Aug-2010 2.04 0.00 0.00 1.02 0.00% 0.00%
31-Dec-2010 03-May-2010 31-Mar-2010 628,742 37,188 34,483 34,483 - 794,791 - % 5.48% 4.34% 420,524 149.51 144.99 8.20 7.95 0.00 0.00 1.8900 1.83   -43.20%   152.67% 31-Mar-2010 2.50 0.00 0.00 2.50 0.00% 0.00% 03-May-2010 2.35 0.00 0.00 2.35 0.00% 0.00%
31-Dec-2009 21-Jan-2010 31-Dec-2009 578,456 63,308 60,714 60,714 10,517 757,254 17.32% 10.50% 8.02% 420,697 137.50 133.39 14.50 14.00 2.50 2.43 1.8000 1.75   75.38%   123.37% 31-Dec-2009 1.98 1.44 13.72 1.10 7.29% 1.26% 21-Jan-2010 2.39 1.74 16.56 1.33 6.04% 1.05%
31-Dec-2009 12-Nov-2009 30-Sep-2009 561,880 40,860 34,619 34,619 10,427 700,721 30.12% 6.16% 4.94% 417,096 134.71 129.57 8.30 7.98 2.50 2.40 1.6800 1.62   373.13%   -47.31% 30-Sep-2009 1.74 1.29 20.96 1.04 4.77% 1.44% 12-Nov-2009 1.89 1.40 22.77 1.13 4.39% 1.32%
31-Dec-2009 06-Aug-2009 30-Jun-2009 2 488,396 -16,886 -12,675 -12,675 10,562 684,450 - % -2.60% -1.85% 422,500 115.60 112.63 -3.00 -2.92 2.50 2.44 1.6200 1.58   80.64%   -106.26% 30-Jun-2009 1.73 1.50 -57.67 1.07 -1.73% 1.45% 06-Aug-2009 1.82 1.57 -60.67 1.12 -1.65% 1.37%
31-Dec-2009 06-May-2009 31-Mar-2009 1 393,605 -78,458 -65,475 -65,475 - 692,524 - % -16.63% -9.45% 419,711 93.78 90.77 -15.60 -15.10 0.00 0.00 1.6500 1.60   74.80%   -167.94% 31-Mar-2009 1.19 1.27 -7.63 0.72 -13.11% 0.00% 06-May-2009 1.63 1.74 -10.45 0.99 -9.57% 0.00%
31-Dec-2008 19-Feb-2009 31-Dec-2008 4 488,420 -299,974 -263,255 -259,847 - 758,585 - % -53.90% -34.25% 419,108 116.54 112.63 -62.00 -59.92 0.00 0.00 1.8100 1.75   -495.52%   -424.88% 31-Dec-2008 1.32 1.13 -2.13 0.73 -46.97% 0.00% 19-Feb-2009 1.42 1.22 -2.29 0.78 -43.66% 0.00%
31-Dec-2008 07-Nov-2008 30-Sep-2008 3 918,439 73,233 65,366 65,697 20,922 1,067,053 31.85% 7.12% 6.16% 418,452 219.48 211.80 15.70 15.15 5.00 4.82 2.5500 2.46   -67.55%   31.12% 30-Sep-2008 1.93 0.88 12.29 0.76 8.13% 2.59% 07-Nov-2008 1.38 0.63 8.79 0.54 11.38% 3.62%
31-Dec-2008 18-Aug-2008 30-Jun-2008 2 977,505 225,632 203,779 202,466 31,438 1,039,577 15.53% 20.85% 19.48% 419,184 233.19 225.42 48.30 46.69 7.50 7.25 2.4800 2.40   110.09%   320.41% 30-Jun-2008 3.10 1.33 6.42 1.25 15.58% 2.42% 18-Aug-2008 2.66 1.14 5.51 1.07 18.16% 2.82%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  2 people like this.
 
Henly all the good news coming
12/07/2018 16:58
Ooi Teik Bee Posted by Henly > Jul 12, 2018 05:18 PM | Report Abuse

HSR project will not be cancelled, LGE will do the same to reduce project cost and project will be running again

Posted by Henly > Jul 12, 2018 05:16 PM | Report Abuse

I believe more good news coming with the new cabinet, more affordable houses, housing loan will be relax as quoted by Azmin, China steel production will be reduced and world rebar price will be increase.

Steel counters especially rebar producer will be benefited.

Posted by Ooi Teik Bee > Jul 12, 2018 03:59 PM | Report Abuse
The share price rebound is due to no electricity increase in price until the end of this year.

I renovate my house, the steel price price for Y16 is 2,600 per mt.
Pakatan Harapan government promised to build 1 million medium cost house in next 10 years.
All above are true facts.

I hope all steel bar manufacturer will benefit from all aforesaid good news.

It is not a buy call, I just share some good and useful information for you to review.
Please do your homework if you decided to buy this stock.

Thank you.
Ooi
12/07/2018 19:24
Up_down Finally, steel theme is making a return after government has announced resuming of big projects. Go Go Go!
12/07/2018 19:41
Ooi Teik Bee 钢铁股 – 价值浮现,买进时机

2017年,我们经历一波“炼油”主题的盛宴,赚大钱的人比比皆是。踏入2018年,我们原以为“钢铁”将是今年另一个盛大的主题,然而却事与愿违。

即使钢铁价格在年初1-3月维持在每吨RM2,600-2,700之间 (接近历史高位),而钢铁业者也在Q1和Q2交出利好业绩,市场尚欠它们一个公道。

相反,钢铁股却意外成为2018年股价表现最差的领域之一。用ANNJOO、SSTEEL、LIONIND和MASTEEL做一个“钢铁指标”,指数在年初 (1/2) 的8.81暴跌至昨天 (7/11) 的4.16,相等于52.8%的跌幅,显得惨不忍睹。值得一提,年初的前几天 (1/2-1/4) 恰好是有史以来的高位。

目前,钢铁股的PE仅介于3-5倍之间,显然这波为期半年的抛售已经明显过度,属于非理智型。此外,由于大势及投资情绪不佳,投行们纷纷在钢铁股上补多一脚,把这个行业的PE从8倍调低至6倍,也随之调低所有的目标价。

回归价值,钢铁股真的无利可图吗?参考以下最新 (7/12) 的每吨钢铁报价:
> Southern Steel – RM2,480
> Lion Industries – RM2,440
> Masteel – RM2,410
> Ann Joo – RM2,450

据了解,每吨钢铁的成本介于RM1,800-1,900,也就是说这些钢铁商依然可以赚取每吨RM500-600的利润。因此,投资者只需要担心钢铁需求是否还在,而非利润。

前两周,政府宣布天然气从7月起再次涨价,势必对炼钢整体利润有所影响。2018至今,几乎每个月都可听到关于钢铁的负面消息,一波未平一波又起,真的无可奈何。

然而,未来还有什么更糟糕的消息吗?从股价的走势来看,我们认为目前最坏的情况已反映在股价的走势上,包括即将在8月公布的利空业绩。这些都是市场已知道的资讯。

可以肯定的是,这些钢铁股的Q2表现不会好,主要因为
> 钢铁价格在4-6月期间从每吨RM2,600下跌至RM2,300
> 开斋节放假落在6月 (淡季)
> 改朝换代后,希盟政府大砍建筑合约,导致建筑领域按兵不动,出现放缓

尽管如此,对于价值投资者而言,目前的价位绝对是分批买入的一大良机。其一,根据风险回酬比例,如果按现价位买入,未来的潜在收益远远大于风险。

其二,当股价严重背离价值时,个股通常回跌到平常可望不可及的低价,这时投资者必须要有长线持有的耐心。

其三,当个股经历深幅的下跌后,股价被压缩到极低的位置,再度下跌的空间有限时,投资者可以考虑积极累积。

其四,股息率已经非常来到非常吸引的位置。以ANNJOO去年的19仙股息计算,目前的股息率已高达10%左右!当然,今年的股息预计不会像去年那么可观,但是估计也至少有10仙以上,相等于5%以上的股息率。

总结,一旦政局稳定,投资情绪逐渐复苏,我们相信钢铁股可再次迎来反弹,至少回到钢铁股以往6-8倍PE的水平。

最后,附上2017年的新闻。当时,投行们一致看好钢铁领域可旺3年,主要有3个利好因素支撑 – 中国钢铁减产推动价格、大马实施保护税、以及大型基建工程扶持。目前,前两项利好因素依然还在,只要等待新政府检讨工程完毕,钢铁股有望再恢复春天。

纯属分享!
#钢铁股
12/07/2018 21:35
stock_investor I believe steel counter is completely undervalue based on profit earnings and the price swings like a pendulum associated with market sentiments. today rise of stock market is purely technical rebound... china havent response to trump latest 200b tariff.. can buy at this stage but definitely not all in
12/07/2018 21:36
s3eve to top it all.. SS is also going to announce a very good result in line with the previous quarters...
13/07/2018 09:45
goodluck999 everything is still on track.
16/07/2018 15:52
TheLegend27 ss rise, ma and lion down? why?
16/07/2018 16:08
tehka 1. Bullish Engulfing Pattern appears on 12/7/2018
2. Open with Gap Up on 13/7/2018.
3. Continue to go up on 16/7/2018.
4. Volume increasing day by day (176k on 11/7/2018, 577k on 12/7/2018, 937k on 13/7/2018, 1.1M on 16/7/2018.
5. Daily chart crossed the middle Bollinger Band.
6. Should revisit 1.72 (previous resistance and upper bound of Bolinger Band) over the next few days!
16/07/2018 22:08
goodluck999 congratulation to those who managed to catch it at lower end ,haha
17/07/2018 10:31
tehka Annjoo
EPS: 34.5
Price: 1.95
PE:5.65

Ssteel
EPS: 41.79
Price: 1.59
PE: 3.8

Assume same PE with Annjoo
Target price = 41.79 * 5.65 = 2.36 per share

Conservative, take PE 4.5,
Target price = 41.79 * 4.5 = 1.88

I think at current price it is a good bargain!
17/07/2018 17:32
Ooi Teik Bee EPS of Ssteel for last 3 quarters of 2018 is 40.66,
Q4 2018, net profit should be better than 5.567 million.
Enclosed are the last 7 quarter results of Ssteel.
Please read the below link :-
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5665
17/07/2018 22:18
VincentTang For your reference, SSTeel is Q4

可以肯定的是,这些钢铁股的Q2表现不会好,主要因为
> 钢铁价格在4-6月期间从每吨RM2,600下跌至RM2,300
> 开斋节放假落在6月 (淡季)
> 改朝换代后,希盟政府大砍建筑合约,导致建筑领域按兵不动,出现放缓
18/07/2018 09:38
khatulistiwa1234 if i say short ward achieve 2.00 , a lot of fancy here will start condemn me , please watch yourself late noon , see gonna condemn me or not , spicy leak news , all iron metal MERCY RUN , like a mad horse .
18/07/2018 11:36
tehka Khatulistiwa1234 I like spicy leak news. Already is late noon where your spicy leak news?
18/07/2018 12:29
Up_down Almost up 30% in a week. Great performance in such a bad market.
19/07/2018 12:19
Ooi Teik Bee Someone in I3 passed the comment that the stock I recommended cannot go up one.
I always spot low PER stock is wrong.

Hopefully every reader here buy Ssteel and made money.
Good luck.
Thank you.
Ooi
19/07/2018 13:30
tehka Thank you Mr Ooi.
This is good recommendation at very good timing.
19/07/2018 13:42
cskek81 Ooi Teik Bee , can share me the good share when you have any recommadation? My email address: cskek81@yahoo.com
19/07/2018 13:47
s3eve Please expect a great result in coming weeks as per the trend for last 3 quarters
19/07/2018 14:09
goodluck999 good job ,SSTEEL..you dont get me disappointed,always.
19/07/2018 16:16
tehka on the way to 2.00
19/07/2018 16:22
Henly SST no good to steel mills, 10% tax for all steel scrap and spare parts better run
19/07/2018 16:32
filidon SSteel buy signal is strong. Get ready.
19/07/2018 16:47
s3eve .. good
20/07/2018 09:55
highprofit http://m.jrj.com.cn/madapter/finance/2018/07/21121724845683.shtml
22/07/2018 09:25
highprofit highprofit https://finance.sina.cn/stock/ggdp/2018-07-23/detail-ihftenhy8895647.d.html?from=wap
Steel/iron counter in china limit up today
23/07/2018 15:16
X
highprofit http://finance.eastmoney.com/news/1357,20180723911194565.html
23/07/2018 15:18
23/07/2018 15:19
highprofit 新浪财经讯 7月23日消息,午后钢铁板块全线拉升,表现抢眼,柳钢股份一度触及涨停,截止发稿,柳钢股份大涨超9%,新钢股份、三钢闽光、华菱钢铁、安阳钢铁、韶钢钢铁、八一钢铁、马钢钢铁等个股均有不俗表现。

消息面上,自2018年7月23日起,商务部对原产于欧盟、日本、韩国和印度尼西亚的进口不锈钢钢坯和不锈钢热轧板/卷进行反倾销立案调查,本次调查确定的倾销调查期为2017年1月1日至2017年12月31日,产业损害调查期为2014年1月1日至2018年3月31日。
23/07/2018 15:27
baohulu88 TP 1.9
27/07/2018 10:31
dalpinia https://finance.sina.cn/stock/ggdp/2018-07-27/detail-ihfvkitx5039763.d...

Wow !!! China steel counters moving up again
27/07/2018 10:33
dalpinia TP RM3 by end of 2018
27/07/2018 10:33
highprofit 需求逐渐恢复 钢铁指数周涨7.42%

中国证券报-中证网 07月30日 00:20 关注
尽管周四出现小幅回落,但上周五个交易日中,中信钢铁板块累计出现四天上涨,累计涨幅达到7.42%,在行业中名列前茅,仅次于建筑板块。

国泰君安证券认为,5-6月地产数据整体超出市场预期,表现为销售回暖、新开工增速大幅回升,拿地面积止跌回升,投资维持高位,随着开发商加速推盘,回笼资金,判断未来几个月地产数据依然较为平稳。从基建上看,似乎已过了最差的时候,三季度存在反弹可能,财政支出可能在下半年加大力度,对冲经济下行压力,同时新农村建设对基建也存在支撑,钢铁三季度需求无忧。

申万宏原证券也认为,现在7月下旬,离金九银十旺季只剩一个月出头,同时因为需求向二三季度集中,淡季可能也会出现赶工情况,因此淡季不淡的情况并不意外,至少在旺季来临前,终端采购需求应该都会不错。

此外,环保限产抑制供给弹性。国泰君安证券分析,3月环保限产结束以后,全国高炉开工率持续反弹,直到近几周,受到环保加严影响,包括唐山限产、蓝天保卫战等,高炉开工率开始出现钝化,供给端恢复出现疲态,虽然数据上粗钢产量同比有比较大的增幅,但是考虑到去年的隐形地条钢,真实的粗钢产量与去年相比增幅有限,且由于废钢价格依然较高,电炉钢今年复产是低于预期的,在全行业没有新增产能,实际企业微观产能利用率达到满负荷状态下,供给端已然触顶。

展望后市,申万宏源证券判断,库存仍在低位,政策微调需求显积极信号,三季度有望出现供需错配,驱动钢价上涨,中报预喜下板块估值迎来持续修复良机。(叶涛)
30/07/2018 08:56
Yael Jasper Well played !!! nice profit
30/07/2018 10:36
Lim Tek Wai Good, getting stronger and gain profit
30/07/2018 11:52
goodluck999 should hold steadily instead of getting afraid when you see it in red.. remember.. collect when it is in red..i already have more than enough
02/08/2018 17:08
Ooi Teik Bee I just want to inform that 25% import tariff imposed on steel products by US government had already been implemented months ago.
The new rule to impose new 25% import tariff on USD 200 billion Chinese goods is NOT applicable to steel products. Please do not confused and get the facts right.

After implementing 25% import tariff imposed on steel products by US government, the share price of Ssteel is not affected. In actual fact the share price moved up north instead.

The current weakness on the share price of Ssteel is due to fear factor, there is no change in term of business fundamental.

Thank you.
Ooi
02/08/2018 22:39
Ooi Teik Bee Posted by Ooi Teik Bee > Aug 2, 2018 11:01 PM | Report Abuse X

https://1.bp.blogspot.com/-hRmWaDVysE8/Wxf12hjdSjI/AAAAAAAABhE/ddHQd7v...

Please note that Ssteel had been making profit year after year after 2010 except 2015 and 2016.
The losses in 2015 and 2016 were due to China dumping of steel bars below cost in Malaysia.
China government is cutting down the output of steel bar produced to protect the blue sky.
There is a shortage of steel bars in China now, there is no more dumping of cheap steel bars to Malaysia.
There is an import tariff of 18% imposed by Malaysian government to protect local steel bar producers.
The worst is over for Ssteel.

The current weakness on the share price of Ssteel is due to fear factor, there is no change in term of business fundamental.

Thank you.
Ooi
02/08/2018 23:04
highprofit Dow Jones U.S. Iron & Steel Index
DJUSST (INDEXDJX)
285.31Price decrease6.05 (2.08%)
2 Aug, 5:19 PM GMT-4 - Disclaimer
03/08/2018 08:43
huahtai98 I agree with you...Mr Ooi....SSteel is currently fundamentally grossly undervalued....causing lots of investors....me included...to suffer some paper losses.
I pity those who cannot hold on to this stock at least in the short to medium term.
They sell due to fear..... are forced to sell....are impatient....some are losing hope....only to regret later.
This is a Hong Leong company....it is not a rubbish stock.
Just my 2 cents people....
If i am wrong please guide me....don't attack me.
Thanks.
04/08/2018 10:56
Ooi Teik Bee I will never attack any writer in I3, I am always more than willing to help.
My advice to all, want to win big in stock market, patience is always the key.
Buy good FA stock will seldom go wrong.
Even go wrong, the loss is always minimum.
I cannot sleep well if my stock selected is a speculative stock.

Good luck to you huahtai98.
Thank you.
Ooi
04/08/2018 17:26
RinggitendSense Of course, you never attack anyone, because you INFLUENCE many ones.

goodluck999, mjlee4722263 are two of them.
06/08/2018 18:29
khatulistiwa1234 Masteel brilliant
07/08/2018 15:45
khatulistiwa1234 DARK HORSE BORN .
07/08/2018 15:59
Pilotsport 钢铁去土耳其渡假咯
13/08/2018 03:02
keyin Haha,later back to Malaysia holiday lo
13/08/2018 07:40
khatulistiwa1234 My final porker card , JOKER CARD PRESENT , i use buy on 1.65 , 1000 lot , i expect it 2.50 soon , all counter iron metal i invest on , i know this factor is catalyst in future progress .
13/08/2018 17:21
khatulistiwa1234 sharing happiness .
13/08/2018 17:30
aslm Mr. OTB asked his followers to buy lionind during the stockwatch this weekend.

See now Mr. OTB help the syndicate to offload the lionind shares even though he aware that the steel demand is not high and alliance steel production is going to flood the malaysia market with excessive production due to the halt of ECRL project..

Mr. OTB first time asked followers to cutloss below 0.70 to let syndicates collect at cheap price, then ask his followers to buy back at priuce 1.10 to let syndicates offload the shares. See syndicates can easily make profit of more than 60% in one month.
14/08/2018 09:57
Yael Jasper buy now and don't regret later
14/08/2018 10:09
tecpower Steel stocks are good buy.

Buy steel stocks as much as possible.

Ann Joo’s FY18 profit seen better on stable sales, higher margins | http://www.klsescreener.com/v2/news/view/417808
14/08/2018 21:09