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43 comment(s). Last comment by OTB at Sep 10, 2021 10:24 AM
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ming
1879 posts

Posted by ming > Jul 26, 2021 6:21 PM | Report Abuse

Uncle.. we are exporting now!

Everyday one article meh.. we can try rss, instead talk blank here


ming
1879 posts

Posted by ming > Jul 26, 2021 6:37 PM | Report Abuse

https://malaysiastock.biz/Company-Announcement.aspx?id=1336154


OTB
8254 posts

Posted by OTB > Jul 26, 2021 8:46 PM | Report Abuse

D&O
Share price = 5.29
EPS = 6.10
PER = 86.72
Q1 2021, EPS = 2.28
Q4 2020, EPS = 2.43
EPS dropped 13%
The share price of D & O continued to break new highs.

Unisem
Share price = 8.13
EPS = 23.68
PER = 34.33
Q1 2021, EPS = 5.73
Q4 2020, EPS = 8.18
EPS dropped 25%
The factory of Unisem is under EMCO.
The share price of Unisem continued to perform well and on an uptrend.

UWC
Share price = 5.80
EPS = 8.23
PER = 70.47
Q1 2021, EPS = 2.09
Q4 2020, EPS = 4.95
EPS dropped 15%
The share price of UWC continued to perform well and on an uptrend.

Note :
The theory of the EPS of the latest quarter result dropped compared against the previous quarter result, the share price will drop is not true ... is not true ...
The share price will drop is not true ... I repeat ...

I have shown very good example on D&O, Unisem and UWC.
------------------------------------------------------

Hiaptek
Share price = 0.515
EPS = 6.54
PER = 7.87
Q3 2021, EPS = 4.79
Q2 2021, EPS = 2.21
EPS increased 119%
The share price of Hiaptek continued to perform well and on an uptrend.

Q4 2021 of Hiaptek is affected by EMCO and MCO, the EPS for Q4 2021 is only 50% of Q3 2021 at 2.40 cents.

FY2021 results
The total PAT of last 3 quarter results is 102.9 million, which is already more than RHB's projection of 102 million for FY 2021.

Q4 2021 results cover May, June and July 2021 results.
Hiaptek is working full swing in May 2021.
Hiaptek is operating at 60% or less capacity in June and July 2021 (Miti approval to operate).

I believe MCO lockdown will affect Q4 2021 results for 1.5 months only because the factories in Selangor and Terengganu are allowed to operate during EMCO and MCO respectively.

The PAT for Q3 2021 is 65.9 million.
I believe Q4 2021 will still be a profit. I project a PAT of 30 million.

New machines (blast furnace) in FY 2022.
The current capacity of the blast furnace plant is 700 thousand tonnes of billets/slab, in FY 2022 the capacity is increased to 1.5 million tonnes.

This blast furnace will save a lot of electricity next year, electricity is one of the main cost components of steel production.

The price of iron ore will come down a bit at the end of this year, hence the PAT will improve in FY 2022.

Assuming the selling price is about the same or slightly increase as 2021, I believe PAT will be around 200 million in FY 2022 (I want to be conservative in case of MCO lockdown).

I believe the growth of PAT in FY 2022 is still very strong.

The share price of Hiaptek below 0.50 is cheap enough
The exercise price for the warrant is 0.50, the present price is 0.48, the downside risk is very small now. It should be a buying opportunity rather than a cut loss. All directors of Hiaptek have the esos of Hiaptek shares, the price is quoted at 0.50.

I believe the share price of Hiaptek will come back after this MCO is over, just invest them for a bit longer term.

All workers in the factories are vaccinated fully, hence any future MCO lockdown will affect Hiaptek very minimally.

Target price for FY 2022.

If the PAT is 179 million, the target price is 1.03. If you buy at 0.515, the potential gain is 100%.
If the PAT is 200 million, the target price is 1.16. If you buy at 0.515, the potential gain is 125%.

Stock market is always forward looking
The most important factor to select a stock to outperform the market is the growth of earning (Profit after tax or PAT).

When the stock market (KLSE) is very bearish, the opportunity to buy cheap shares is always there.
In Chinese words, danger is always an opportunity. You will not be able to buy cheap shares if there is no danger in the stock market. I like this strategy quoted by Warren Buffet, "Be greedy when others are fearful".

Q4 2021 result will be bad due to MCO lockdown. I believe the share price is already price in the current share price at 0.515.

Based on projected EPS for FY 2022 at 0.116, the present price is 0.515, the forward PER is 4.43.

Based on TA, the share price is well supported at 0.48.

As long as the economy is performing well, the stock market (KLSE) will perform well too. The current setback is temporary and it can be resolved after Covid-19 pandemic is under control. I believe we will see a better KLSE in September 2021.

Thank you.


OTB
8254 posts

Posted by OTB > Jul 26, 2021 8:50 PM | Report Abuse

I have a few clients to monitor Hiaptek factories in Klang and Terengganu.
How many lorries or containers are there ? Are the factories operating and etc ?

I was told the blast furnace is upgraded to increase 100% capacity to 1.5 million MT in FY 2022.
This statement was confirmed with the management in Terengganu and also one of the directors of Hiaptek.
I call up this director in Hiaptek to confirm again.
My subscriber is also helping me to confirm this statement today. I was told 5 minutes ago, it is confirmed that the capacity of blast furnace is 1.5 million MT in FY 2022..

The blast furnace plant in Terengganu is operating near full capacity because all the workers there are fully vaccinated.

I do not like to tell lies here.
Thank you.


OTB
8254 posts

Posted by OTB > Jul 26, 2021 8:52 PM | Report Abuse

The blast furnace plant of Hiaptek is located in Terengganu, Terengganu is under phase 2 and the factory is allowed to operate at 60% of work force now.

The steel plant of Hiaptek is located in Selangor.
Hiaptek is operating at 60% or less capacity in June and July 2021 (Miti approval to operate) because all workers in the factories are vaccinated fully.
All workers in the factories are vaccinated fully, hence any future MCO lockdown will affect Hiaptek very minimally ... I repeat ...

I have a few clients to monitor Hiaptek factories in Klang and Terengganu.
How many lorries or containers are there ? Are the factories operating and etc ?
I was told all workers are vaccinated and the factories located in Klang (approval from Miti) and Terengganu are operating now.

Thank you.


OTB
8254 posts

Posted by OTB > Jul 26, 2021 8:53 PM | Report Abuse

Steel price goes up 79 Yuan on 23/7/2021 to 5,600 Yuan/MT.
The steel price breaks one week high.
Please read the below link.
https://tradingeconomics.com/commodity/steel
Steel stocks listed in China had gone up 10% to 20% in the last one week.
Thank you.


OTB
8254 posts

Posted by OTB > Jul 26, 2021 9:04 PM | Report Abuse

Posted by BlessedInvestor > Jul 23, 2021 12:24 PM | Report Abuse

Moving towards blast furnaces

To put things into perspective, there are only two major steel players operating blast furnaces currently — Alliance Steel and Eastern Steel.

In general, a blast furnace is three times more capital-intensive than an electric arc furnace (EAF) but its steelmaking cost composition including raw materials is about 25% lower than the latter’s.
---------------------

I want to add the below statement about Hiaptek or ESSB.
Blast furnace of ESSB will help to save RM 100 million a year.
Hence the profit of Hiaptek will be good in FY 2022.

Thank you.


Psyduck
33 posts

Posted by Psyduck > Jul 26, 2021 9:05 PM | Report Abuse

uncle really con man. always bring ppl to holland. shame on u


OTB
8254 posts

Posted by OTB > Jul 26, 2021 9:05 PM | Report Abuse

Under the guidance of the iron and steel reduction policy, some domestic steel mills have announced maintenance plans. Taking Jiangsu Province as an example, the total crude steel output from January to June was 63.58 million tons, an increase of 12.77%. In order to complete the target for the whole year, Jiangsu's leading sample steel mills will need to reduce their output by more than 4 million tons in the second half of the year. In order to meet the needs of the domestic market, imported semi-finished products are then rolled into the first choice of most steel mills. Chinese steel mills are actively looking for opportunities to import billets.
According to Mysteel, the import price of general billet in the recent market is about US$710-725/ton CFR Jiangyin Port, an increase of US$24-28/ton on a week-on-week basis. Part of the low-cost resources from India are about US$700/ton, but considering that the Indian epidemic may cause ships to be unable to dock or stay for 14 days to enter the port, most buyers are cautious about Indian resources
-------------------
Chinese steel mills are actively looking for opportunities to import billets.

Ans : ESSB of Hiaptek is able to compete internationally to export billets.
ESSB will increase the capacity from 700,000 MT to 1.5 million MT in FY 2022.
Hiaptek will perform well in FY 2022.

Thank you.


OTB
8254 posts

Posted by OTB > Jul 26, 2021 9:14 PM | Report Abuse

Want to challenge me, please compete gentlemanly.

Why MCO only affect all steel stocks ?
In KLSE, steel stocks belong to Ind/Prod index.
In KLSE, Technology and Ind/Prod indexes are the two most bullish indexes respectively.
In KLSE, Technology and Ind/Prod sectors are the two most bullish sectors respectively.
MCO will affect the least on Technology stocks and all steel stocks.

Other sectors will be affected very badly, no reason and it is very wrong to mention only all steel stocks.

Hiaptek is still an up trending stock, the share price of Hiaptek is still above 200 day SMA.
There is no lower low shown on the chart.
Saying Hiaptek is a down trending stock is telling a big lie here.

The writer is a big liar here. Simply write without any fact and figure.

Want to challenge other Guru/pundit, please write with accurate facts and figures.

You can cheat some people some of the time,
You can cheat all the people some of the time,
You cannot cheat all the people all the time.
Quoted from John F. Kennedy.

A liar will continue to lose in stock market.
Do not worry, Karma will count on it.

断人财路如杀人父母,罪大恶极, 如殺人父母, 有报应

Thank you.


OTB
8254 posts

Posted by OTB > Jul 26, 2021 9:27 PM | Report Abuse

I never attack any person in public forum.
Why so personal to attack me all the time ?
I did not answer does not mean that I am wrong.
I am a grateful person, I always "remember the source of the water when I drink water".

I keep quiet is to give him a chance to think it over.
I keep quiet is a matter of respect.
Please do not abuse it.

I stop here.
Thank you.


KINGCOBRA
524 posts

Posted by KINGCOBRA > Jul 26, 2021 9:28 PM | Report Abuse

Koon I think you are trying to dampen the price in order to buy cheaply!


dzalee
5 posts

Posted by dzalee > Jul 26, 2021 10:14 PM | Report Abuse

After all, you have sold all your stocks. What are you trying to prove by behaving so ridiculous every day? You are going to look like a fool if you keep on repeating the same thing over and over again. Please, don’t insult our intelligence anymore. Get lost and stay out from Hiap Teck and Leon Fuat.


LaoTzeAhSir
1294 posts

Posted by LaoTzeAhSir > Jul 26, 2021 10:19 PM | Report Abuse

Con you win. con 9 you all. pump and dumpster


DickyMe
10946 posts

Posted by DickyMe > Jul 26, 2021 10:27 PM | Report Abuse

Reduced profit normal lah! Even kindergarten kid knows that when companies are forced to operate below capacity. Reduced profit does not mean end of the company, just a little longer wait mah.

If sexual intercourse is compared to QR result then delayed ejaculation and longer period gives immense pleasure. Ultimately, the ending would be EXPLOSIVELY pleasant for both mah.


Op3rs
397 posts

Posted by Op3rs > Jul 26, 2021 11:03 PM | Report Abuse

Posted by Madamtankitpheng___ > Jul 26, 2021 10:51 PM | Report Abuse

My husband KYY is a bad loser.After forcing to sell HiapTeck due to margin limit he is now seeking revenge.I am so sad he keep attacking OTB who is an honest person.OTB is no a person to make U turns.Many time KYY cannot pay his dogs Aaron_tan and pang72 he ask me to sleep with them.pay in kind for asking them to attack steel shares forum.

Whoa dude, you had gone way beyond human's moral line..


amateurJR
1764 posts

Posted by amateurJR > Jul 27, 2021 12:06 AM | Report Abuse

Haha KYY tells lies all the time.


cbkia4896
598 posts

Posted by cbkia4896 > Jul 27, 2021 12:22 AM | Report Abuse

uncle u bought how much short options


kelvin61
715 posts

Posted by kelvin61 > Jul 27, 2021 12:41 AM | Report Abuse

Only one word for Geezer, VINDICTIVE.


cherry88
874 posts

Posted by cherry88 > Jul 27, 2021 8:53 AM | Report Abuse

The more comments you guys given, the more KYY will write. Just remain quiet and let him write. There will be no sound when clap with 1 hand.
@OTB, silence is the perfect weapon here. haha.


OTB
8254 posts

Posted by OTB > Jul 27, 2021 9:37 AM | Report Abuse

Posted by investortrader88 > Jul 27, 2021 9:28 AM | Report Abuse

Hiap Teck Venture Berhad is engaged in investment and property holdings, and the provision of management services. Its segments include Trading, Manufacturing, Property and Investment, Transportation, and Mining Exploration. The Trading segment is an importer, exporter and general dealer in steel products, hardware and building materials. The Manufacturing segment is engaged in manufacturing, renting and distributing steel pipes, hollow sections, scaffolding equipment, accessories and other steel products. The Property and Investment segment is involved in investment in and renting out property and investment holding. The Transportation segment is involved in provision of transportation of goods by lorries. The Mining Exploration segment is involved in exploring, contracting and activities related to the mining, processing and selling of iron ore. Its products and services include Steel Plates, Scaffolding Accessories and Mild Steel Channels.

# Div 0.58 %

# Cash RM 143.5 million

# Receivables RM 319.7 million

# Debts RM 393.3 million

# Nett cash RM 69.9 million

# Long term & other assests RM 457.1 million

# Pe 6.2

# Roe 11.7 %

# Roce 11.7 %

# Roa 8.9 %

# Has become profitable over the past 5 years, growing earnings by 52.5 % per year

# Earnings are forecast to grow 18.28% per year for the next 3 years

# Nta RM 0.69


ahbah
3716 posts

Posted by ahbah > Jul 27, 2021 10:11 AM | Report Abuse

I got berak cirit birik after reading the last few kyy's articles !


stockwin
159 posts

Posted by stockwin > Jul 27, 2021 10:45 AM | Report Abuse

I like to see KYY's rebuttal of OTB's points here. OTB is calling you a big lier here, unless you can counter his points above, I am inclined to agree with OTB.

I would like KYY to remember his final sentense of his article in bold:---

"Investors with some common sense should know that Hiap Teck will surely report reduced profit in the next few quarters." In particular last three words "next few quarters". Common sense will tell me that kyy will never buy Hiap Teck in the next 12 months. I hope he will not curu curi buy Hiap Teck during the present weakness !!


qqq3333
1696 posts

Posted by qqq3333 > Jul 27, 2021 10:47 AM | Report Abuse

what otb points? all made up points to promote shares.


ahbah
3716 posts

Posted by ahbah > Jul 27, 2021 11:29 AM | Report Abuse

kyy oredi got elevated himself into a mkt god who used strong words like

"will surely", implying he is able to see the future for sure !


qqq3333
1696 posts

Posted by qqq3333 > Jul 27, 2021 11:43 AM | Report Abuse

sted by Johnwickie > Jul 27, 2021 11:02 AM | Report Abuse

KYY bear Hiaptek
OTB bull Hiaptek
Only 1 will be right. Who will it be?
Their name & reputation on the line.
The loser is to hide away from mkt for 1 year. The winner can continue shouting.
There can only be 1 winner.
KYY...or OTB...?
Final round...FIGHT !!!

=============


share market , u want definitive conclusion, u must also have time period


qqq3333
1696 posts

Posted by qqq3333 > Jul 27, 2021 11:45 AM | Report Abuse

otherwise, the sifus will ask u to have patience and wait for 10 years. ...like the fengshui masters.


gladiator
440 posts

Posted by gladiator > Jul 27, 2021 12:01 PM | Report Abuse

Kyy sounds like MCO will last for 3 years not 3 months.


ahbah
3716 posts

Posted by ahbah > Jul 27, 2021 12:59 PM | Report Abuse

MCO may be gone within 3 months !

Lockdown at home is a big mistake !

It should lock out in the sunlight for half an hour everyday to get vit D in our body in order to build up our immunity to defend against covid 19 !


VincentLau
12 posts

Posted by VincentLau > Jul 27, 2021 1:57 PM | Report Abuse

Uncle koon! This company is better, got vaccine!

https://klse.i3investor.com/blogs/Stockwinners/2021-07-27-story-h1568816870-IMPORTANT_KANGER_HAD_EXPLOSIVE_EARNINGS_MOVING_FORWARD.jsp


ahbah
3716 posts

Posted by ahbah > Jul 27, 2021 2:30 PM | Report Abuse

Mani people in Israel n Singapore got infected again with covid 19 even though they were oredi vaccinated !


ahbah
3716 posts

Posted by ahbah > Jul 27, 2021 2:32 PM | Report Abuse

To fight against covid 19, we must lock out ourselves in the sunlight for half an hour everyday !


kelvin61
715 posts

Posted by kelvin61 > Jul 27, 2021 3:38 PM | Report Abuse

Why Geezer no money meh???? Almost 90 and still crazy for money. What's wrong with him??? If you have sold out, just sit quietly in your house and spend quality time with your family loh. Why you so itchy backside looking for quarrel with OTB who has been very supportive of you all these years mah. Strangely you still have diehards here rooting for you.


qqq3333
1696 posts

Posted by qqq3333 > Jul 27, 2021 3:40 PM | Report Abuse

otb is for people looking for saviors...........but its a mirage. , its unreal.


AlsvinChangan
389 posts

Posted by AlsvinChangan > Jul 27, 2021 3:42 PM | Report Abuse

Both make most of their money from SHEEPS


qqq3333
1696 posts

Posted by qqq3333 > Jul 27, 2021 3:56 PM | Report Abuse

well...but KYY no millions of subscription fees as capital.


stockfreak
618 posts

Posted by stockfreak > Jul 27, 2021 3:57 PM | Report Abuse

Manipulating profit should be banned from Bursa or delisted.


qqq3333
1696 posts

Posted by qqq3333 > Jul 27, 2021 3:57 PM | Report Abuse

otb, million as subscription fees as capital can take lots of losses ...........others can or not?


mfbs
1227 posts

Posted by mfbs > Jul 27, 2021 8:41 PM | Report Abuse

Hahaha


chtan33
230 posts

Posted by chtan33 > Jul 27, 2021 11:03 PM | Report Abuse

ha.... looks like more factories and shops are allowed to open... unless KYY is buddy with Sabri, has insider info


John Chong
635 posts

Posted by John Chong > Jul 28, 2021 2:23 PM | Report Abuse

Always fighting doesn't this shows low self esteem -


John Chong
635 posts

Posted by John Chong > Jul 28, 2021 2:24 PM | Report Abuse

Be yourself - just give your opinions and left time and others have there own thought and analysis


OTB
8254 posts

Posted by OTB > Sep 10, 2021 10:24 AM | Report Abuse

Finally the share price of Hiaptek moves up north.
This type of attack on me is not fair at all.
I have many sleepless nights on this article, I try to forgive but I really feel hard to do it.
To those hard attackers on this forum, I will remember you well.
I had done nothing wrong to all readers in I3, I still hope those attackers will feel guilty on their actions.
Thank you.

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