张天师要钱开饭，急急如律令
钢铁价有望看涨 安裕(Ann Joo)有意拼购开拓版图
星洲日报经济版星期六(22.10.2016) 第九面
安裕资源认为钢铁业最糟时机已过，看好大马钢铁市场展望，持开放态度重启第二期高炉计划及有意趁领域整合期间展开并购。
（吉隆坡21日讯）安裕资源（ANNJOO,6556,主板工业产品组）认为钢铁业最糟时机已过，看好大马钢铁市场展望，持开放态度重启第二期高炉计划及有意趁领域整合期间展开并购。
重启第二期高炉计划
该集团董事经理拿督林鸿泰在特大后表示，今年钢铁价将合理化，明年钢铁业料表现更好，因只要中国不倾销亏本卖，本地需求就有望走高，加上政府采取有利措施，钢铁价有望在明年看涨。“虽然政府开始对本地钢铁业采取有利措施，但今年上半年，大部份业者还在蒙亏，安裕资源得以获利，归功于高炉生产设施及低生产成本效益。”
尽管这几个月大马钢铁需求因产业市场放缓及发展计划延迟而出现疲态，但他相信这只是短期状况，因基建计划最终会开跑。
“安裕资源最糟时期已过，未来料越来越好，不过其他钢铁业者则视各自造化而定。”
目前大马有7家大型钢铁业者，但截至今年上半年止，仅两家获利，安裕资源为其一。
他预计，中国去产能及政策支持，今年大马钢铁价仅开始合理化，涨价主要由成本推动，明年则由中国及大马需求带动，尤其是建材，价格料进一步提升。
“中国基建计划如高铁，因2013年打贪活动而停顿，今年料重新推动，大马则有捷运、轻快铁、多条大道及摩天大楼建筑计划工程支撑。”
另外，对于中国廉价钢铁会否卷土重来的问题，林鸿泰认为不太可能，因未来中国将增加进口燃料比例，不可能再亏本卖出，即使间中有一些产品流出，冲击将不会像之前那么严重。
至于业务拓展计划，他透露还在筹备当中，包括加强财务，为重新启动第二期高炉计划作准备。
“经过9年时间，市场和科技已重大改变，我们将当成新计划投资，目前还在探索未来发展方向，亦对与其他业者合作，尤其是技术层面持开放态度。”
2008年，该集团原本打算进行一系列产能扩展计划，包括建设高炉，不过，2011年投产时因遇到中国廉价钢铁危机而搁置第二期计划。
他预计，因钢铁价较2008年低，第二期高炉计划投资将低于5亿令吉。
对于政府推动钢铁领域整合，他认为对市场影响正面，若有机会，将慎重考虑通过并购提升产能。
“我们也向政府传达意愿，希望领域整合后，能有效提升产能效率，让贸易市场更开放及合理。”
4配1可赎回可转换股优先股
今日该集团获股东批准4配1可赎回可转换股优先股（RCPS）系列企业活动，林鸿泰说一些献议最低取得90%赞同票，反对票主要来自外资。
该集团估计，最低可筹措6257万令吉，若系数转换，最高可筹得2亿2525万令吉，可赎回可转换股优先股发售价暂定50仙，转换价1令吉80仙，使用期8年，利息5%。
事后该公司发文告宣布，维持可赎回可转换股优先股发售价及转换价。
文章来源：
星洲日报／财经‧2016.10.22
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3 people like this. Showing 10 of 10 comments
Remember so many Steel companies were planning for expansion due to growing demand locally before their plans were crushed by China's dumping....China could only hurt others while hurting itself...it cannot be sustained.
They can only suppress these forces for a while.
2016-10-22 12:42
http://www.theprospectgroup.com/azlan-abdullah-ceo-mycron-steel-8923/
850,000 ton of CRC were imported 5 years ago...cant imagine the opportunity to capture local market share now.
Especially now that they can use higher quality HRC - iron ore based to produce High End CRC..
2016-10-22 15:12
Thank you for sharing your finding, probability, you can always find something that I didn't see :)
2016-10-22 16:48
Finished reading, old news but very helpful in giving clear picture on how CRC industry work. That's how we should do when come to investment, not only rely on figures but also on other business aspects.
2016-10-22 17:07
ha ha..$$-sifu...this is the advantage of the internet world...information at your finger tips!
One should really read & make use of this advantage to the fullest...i think you agree on this as you have rightly said in your profile:
"Read as much as possible on all reports & news & carefully make your own judgement"
2016-10-22 17:16
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谢谢天师的分享，钢铁行业正在朝着非常正面的发展，这两个月的波动只是大涨潮的前夕，建议大家回顾过往的历史，开始的涨价只是开胃菜。
2016-10-22 11:53