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0.785   -0.005 (0.63%)  0.77 - 0.785  7,200
4,464 comment(s). Last comment by T800Terminator at Jan 6, 2020 10:14 PM
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Bull333
112 posts

Posted by Bull333 > Jun 6, 2018 1:31 PM | Report Abuse

nice engine starts


Bull333
112 posts

Posted by Bull333 > Jun 7, 2018 9:15 AM | Report Abuse

gogoggo


goodluck999
1206 posts

Posted by goodluck999 > Jun 7, 2018 9:26 AM | Report Abuse

yes,more to come for sure. those who bought in together with me last few days near to 1.60 should be profiting now.


Bull333
112 posts

Posted by Bull333 > Jun 7, 2018 10:25 AM | Report Abuse

wah today gone crazy lol


s3eve
68 posts

Posted by s3eve > Jun 7, 2018 10:57 AM | Report Abuse

target to reach 2.1


Joeyliew
58 posts

Posted by Joeyliew > Jun 7, 2018 11:11 AM | Report Abuse

i think i should buy some, OTB buy call ssteel


Joeyliew
58 posts

Posted by Joeyliew > Jun 7, 2018 11:11 AM | Report Abuse

Target price 2.50


isupertrader
393 posts

Posted by isupertrader > Jun 7, 2018 2:04 PM | Report Abuse

EU high retaliation import tax to U.S will be a response to Trump. China will follow suit making our local steel export super lucrative. I foresee steel industry overall Asia will go up. Time to collect more.


Bull333
112 posts

Posted by Bull333 > Jun 7, 2018 2:34 PM | Report Abuse

tp 3 at least pe5 only now


Bull333
112 posts

Posted by Bull333 > Jun 7, 2018 2:34 PM | Report Abuse

super undervalue


Bull333
112 posts

Posted by Bull333 > Jun 7, 2018 4:16 PM | Report Abuse

please drop need to collect more


Bull333
112 posts

Posted by Bull333 > Jun 8, 2018 9:12 AM | Report Abuse

watch coming


lanjiolang
704 posts

Posted by lanjiolang > Jun 8, 2018 9:56 AM | Report Abuse

anyone have idea why the inventory suddenly increase from 585m to 780m (highest ever since last few years) ?

SSteel start to export oversea ? large order from oversea?

https://1.bp.blogspot.com/-hRmWaDVysE8/Wxf12hjdSjI/AAAAAAAABhE/ddHQd7vRgTU3maEPVm25_TtZRv41w1GJgCLcBGAs/s1600/Long%2BSteel.png


HawkEyes
74 posts

Posted by HawkEyes > Jun 8, 2018 1:03 PM | Report Abuse

http://www.klsescreener.com/v2/news/view/390007

Steel surges to three-month high
TheStarFri, Jun 08, 2018 - 4 hours ago

Reinforcement bar on the Shanghai Futures Exchange advanced as much as 2.5%, the biggest intra-day gain in five weeks, to 3,869 yuan (US$605) a tonne. Futures are up over 15% from a nine-month low at the end of March.
Reinforcement bar on the Shanghai Futures Exchange advanced as much as 2.5%, the biggest intra-day gain in five weeks, to 3,869 yuan (US$605) a tonne. Futures are up over 15% from a nine-month low at the end of March.

SINGAPORE: Steel futures in China climbed to the highest level in three months as the world’s biggest producer broadens environmental checks on industrial facilities and inventories extend their decline.

Reinforcement bar on the Shanghai Futures Exchange advanced as much as 2.5%, the biggest intra-day gain in five weeks, to 3,869 yuan (US$605) a tonne. Futures are up over 15% from a nine-month low at the end of March.

China is pressing ahead with a new campaign to force manufacturing to clean up operations and improve the environment. The government will be conducting inspections, each lasting a month, on industrial plants in 10 provinces, according to a statement on May 25. Checks have started in Guangzhou, Yunnan and Inner Mongolia. The nation makes half the world’s steel.

While demand typically slows in June because of high temperatures and frequent downpours, shrinking inventories and the inspections will continue to push up prices, Huatai Futures Co analyst Sarah Zhao said by phone.

“Environmental checks are only going to get stricter going forward,” Zhao said from Shenzhen. “There’s also more uncertainty in the duration of production curbs, and the government may choose to spring new policies.”

Supply may decline going forward as mills conduct maintenance for environmental reasons, said CRU Group steel analyst Alex Ji in Hong Kong. Rebar inventories in China have been declining steadily since March, and were at 5.3 million tons last week, the lowest since February.

Rebar futures closed 0.8% higher at 3,807 yuan yesterday.

Iron ore fell 0.3% to end at 469 yuan a tonne in DalianHot-rolled coil added 0.6% to 3,943 yuan a ton in Shanghai. — Bloomberg


hebeds
93 posts

Posted by hebeds > Jun 8, 2018 4:43 PM | Report Abuse

more revenue cus order increase, need to prepare for incoming orders, huat ahhh!!


Bull333
112 posts

Posted by Bull333 > Jun 9, 2018 6:15 AM | Report Abuse

huat ar


nicky11
607 posts

Posted by nicky11 > Jun 11, 2018 4:33 PM | Report Abuse

The other 3 steel stocks are moving. Is it for SSteel to move too


kwai
64 posts

Posted by kwai > Jun 12, 2018 11:39 AM | Report Abuse

anyone gotten the dividend?


Warn3r
553 posts

Posted by Warn3r > Jun 18, 2018 8:53 AM | Report Abuse

Yeah dividend was already in last week. This is the quietest counter amongst the 4.


s3eve
68 posts

Posted by s3eve > Jun 20, 2018 3:50 PM | Report Abuse

oh bc


Warn3r
553 posts

Posted by Warn3r > Jun 21, 2018 5:32 PM | Report Abuse

Saw ppl sharing this news at Masteel. Weird that I can’t find this in English news portal.


[美国决定豁免中日德瑞比5国42种钢铁制品高关税]
https://finance.sina.cn/china/gjcj/2018-06-21/detail-ihefphqk9348890.d.html?from=wap


register999
9 posts

Posted by register999 > Jul 1, 2018 4:06 AM | Report Abuse

sold


rojakmee
974 posts

Posted by rojakmee > Jul 1, 2018 2:55 PM | Report Abuse

https://www.reuters.com/article/us-china-pollution/china-could-impose-special-emissions-limits-on-firms-in-up-to-80-cities-idUSKBN1JP0T8


goodluck999
1206 posts

Posted by goodluck999 > Jul 2, 2018 5:19 PM | Report Abuse

should buy more instead of selling nw


stockintalk
755 posts

Posted by stockintalk > Jul 2, 2018 8:16 PM | Report Abuse

RM1.20.......
Now still EXPENSIVE,


TheLegend27
636 posts

Posted by TheLegend27 > Jul 3, 2018 10:22 AM | Report Abuse

1.2 is PE2.85? look impossible


s3eve
68 posts

Posted by s3eve > Jul 3, 2018 2:22 PM | Report Abuse

Highly undervalued now.. Should be looking forward to an upward trend soon enough...


goodluck999
1206 posts

Posted by goodluck999 > Jul 3, 2018 3:21 PM | Report Abuse

1.45-1.47.. take more while you stil can


register999
9 posts

Posted by register999 > Jul 3, 2018 8:07 PM | Report Abuse

PE will go lower...because upcoming QR wont so good result

result down revenue down profit down PE higher


ming
1225 posts

Posted by ming > Jul 4, 2018 2:54 AM | Report Abuse

Dont think the pe will up higher very much.. dont forget last year same qr the result was no nice too.. seasonal impact.

Miti report today.. rebar still at 2400 lvl.


huahtai98
582 posts

Posted by huahtai98 > Jul 4, 2018 12:40 PM | Report Abuse

1.20 ah....if want to buy dont be too greedy also....give big discount....want some more discount.
Give a foot..want a metre.
See how greedy people can be!


khatulistiwa1234
20978 posts

Posted by khatulistiwa1234 > Jul 4, 2018 5:57 PM | Report Abuse

drink vineger , brain more function , not block , all function to fullest , stop dive , mean exchanged the quick fast fabulous up trend , i suspect tomorrow strong rebound .


JayC
1260 posts

Posted by JayC > Jul 5, 2018 8:31 PM | Report Abuse

whats the latest rebar price this week?


Warn3r
553 posts

Posted by Warn3r > Jul 6, 2018 5:02 PM | Report Abuse

Today I’m just really pissed with the guy who pushed this down by 4 cents.


s3eve
68 posts

Posted by s3eve > Jul 6, 2018 5:36 PM | Report Abuse

This value does not make any sense.. It should be many levels higher.. Looks like it is going to see an upward correction really soon..


ming
1225 posts

Posted by ming > Jul 9, 2018 3:09 AM | Report Abuse

Everyday drop sikit sikit with small volume.. up time able to buy back ar?


baohulu88
21 posts

Posted by baohulu88 > Jul 9, 2018 12:12 PM | Report Abuse

look like it will never go up again sighhh


ming
1225 posts

Posted by ming > Jul 10, 2018 4:28 PM | Report Abuse

http://www.enanyang.my/news/20180710/中国新一轮钢铁停限产-唐山再压减781万吨/


Warn3r
553 posts

Posted by Warn3r > Jul 10, 2018 6:07 PM | Report Abuse

Thank you Ming for sharing this piece of news. Today there’s an attempt to go up, let’s hope it’s just a start.


Warn3r
553 posts

Posted by Warn3r > Jul 10, 2018 6:09 PM | Report Abuse

http://www.miti.gov.my/miti/resources/MITI%20Weekly%20Bulletin/MITI_Weekly_Bulletin_Volume_492-10_July_2018.pdf

Read the summary. Seems like steel and iron export has increased quite a bit. Will read in more details after work...


giles0718
3 posts

Posted by giles0718 > Jul 11, 2018 6:10 PM | Report Abuse

Creeping downwards everyday. Quek should just privatised it and save everyone else the misery.


OTB
6859 posts

Posted by OTB > Jul 12, 2018 3:59 PM | Report Abuse

The share price rebound is due to no electricity increase in price until the end of this year.
Thank you.
Ooi


goodluck999
1206 posts

Posted by goodluck999 > Jul 12, 2018 4:14 PM | Report Abuse

the returning of SSTEEL.


OTB
6859 posts

Posted by OTB > Jul 12, 2018 4:31 PM | Report Abuse

Background
The steel bar stocks were started to show profit after a few years of big losses due to dumping of steel bar price by Chinese companies.
Due to environmental issue, China government decided to reduce production of steel bars in China, some of steel bar companies in China started to shift offshore to SEA countries like Vietnam and Malaysia.
The selling price of steel bar in Malaysia started to recover after end of 2016.
The net profit of the steel stocks started to show profit after February 2017.
The uptrend of Ssteel was started in Q1 2017.
The Malaysian government started to imposed 18% tariff on imported steel bars in Q1 2017 to protect all Malaysian steel bars stocks.

Present price
The price of Ssteel
Ssteel - 1.43

The price of Ssteel at the start of uptrend in Q1 2017
Ssteel - 1.50

The aforesaid prices showed the price of Ssteel dropped by 0.07 compared to Q1 2017 prices.

Total profit made from Q4 2016 to Q2 2018
Total profits made after 6 quarters for Ssteel is as follows :-
Ssteel - 249.634 Million

Price, EPS and PER
The price, projected EPS and PER of Ssteel is as follows :-
Ssteel - 1.43, 0.50, 2.86

Despite a good profit for last 6 quarters, the stock price had dropped 0.07 compared against Q1 2017 price.

Reasons for underperform
I believe the reasons for underperform are as follows :-
US government imposed 25% import tax on steel products, this rule affected Japan, Korea and China exports to US.
Trade war between China and USA.
Fear of dumping of steel products in Asian countries due to US government imposed 25% import tax.

Is Ssteel price at 1.43 justified ?

Please do your homework and review my facts and figures posted.

Thank you.
Ooi


Suntory
1492 posts

Posted by Suntory > Jul 12, 2018 4:58 PM | Report Abuse

all the good news coming


OTB
6859 posts

Posted by OTB > Jul 12, 2018 7:24 PM | Report Abuse

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


Up_down
3714 posts

Posted by Up_down > Jul 12, 2018 7:41 PM | Report Abuse

Finally, steel theme is making a return after government has announced resuming of big projects. Go Go Go!


OTB
6859 posts

Posted by OTB > Jul 12, 2018 9:35 PM | Report Abuse

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


stock_investor
303 posts

Posted by stock_investor > Jul 12, 2018 9:36 PM | Report Abuse

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


s3eve
68 posts

Posted by s3eve > Jul 13, 2018 9:45 AM | Report Abuse

to top it all.. SS is also going to announce a very good result in line with the previous quarters...

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