Keith Han

hksiew1987 | Joined since 2017-08-06

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Stock

2017-12-05 11:00 | Report Abuse

http://xiaohatu.com/mscreen/598c11e0673c75002f420c0f/598c11ff41a84200215c0074

Can refer to this.. base on huaan report.. need around 1.38tone coal to produce 1 tone coke.. is it their impairment lost ? Year before 2015 , remain at 1.4 level, 2015 avg I think 2015 around 1.25 cause 228mil impairment lost .. 2016 avg 1.3 + cause 190 impairment lost ..
Not sure correct anot.. now coke /coal is around
1.61.. just my opinion.. not sure correct anot..

But last year no production, how come got impairment lost ?

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2017-12-05 10:51 | Report Abuse

What kind of impairment lost for previous year.. for my understanding it seem relate to coal and coke price ..This year coke /coal remain 1.5 above.. I think don't have impairment lose

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2017-12-05 10:13 | Report Abuse

Base on other glove counter result last month. Their result should b quite impressive

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2017-12-04 22:37 | Report Abuse

coal spot price drop ... coke profit from 250 grow until 463..

http://xiaohatu.com/screen/598c11e0673c75002f420c0f/599abd8203c9a7002bbcaab7

coke spot price / coal spot price from 1.5 grow to 1.66. Which quite near to peak season on September already.

http://xiaohatu.com/screen/598c11e0673c75002f420c0f/598c11ff41a84200215c007

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2017-12-04 17:47 | Report Abuse

I tot got announcement already.. haha

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2017-12-03 22:06 | Report Abuse

Huaan got 5 oven, now only 3 oven in production.. can produce 900,000 ton coke yearly.

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2017-12-02 23:44 | Report Abuse

Haha.. I hope so actually.. just different view.. anyway, we aiming to the same direction.

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2017-12-02 17:27 | Report Abuse

Harlem, coke price and coal tar price up coz of coke manufacturer decrease their production, so they may product less but get higher profit.. for tar and coke production should get 15 -20% lesser.
More accurate.

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2017-12-02 11:23 | Report Abuse

I think less people dare to buy before coming qr.. at least management do smtg

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2017-12-01 23:41 | Report Abuse

Hope spot price able to catch up.

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2017-12-01 23:38 | Report Abuse

Seem will move to 2300 soon

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2017-12-01 15:10 | Report Abuse

Earlier not looking good on Q4 and Q1 coz of winter and coke profit in negative .. that why stop reload share when it drop through 0.25 last week.. now seem it will better than expectation.. next week will reload some before announcement out.. : )

Future view , Q1 is very challenging period .. but Q2 should be very profitable to HUAAN . Policy period end on March .. supply of metal will increase ...

Anyway .. coke price now 2194. : )

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2017-11-30 23:50 | Report Abuse

You're welcome

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2017-11-30 21:59 | Report Abuse

coke price up because 钢厂限产力度并不及预期 ( product earning now at peak , If i'm businessman , sure want to produce more ) ; Coke earning drop to negative mid of November .. sell one tone lost 200RMB , so operator produce less .. Supply < Demand = price +++

根据调研情况来看,钢厂对于焦炭仍有稳定需求,特别是华东及南方地区钢厂近期依然存在补库计划,预计整个补库时间将持续至12月中下旬。即在此之前,钢厂对于焦炭的需求力度不会出现较为明显的回落

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2017-11-30 21:46 | Report Abuse

http://xiaohatu.com/screen/598c11e0673c75002f420c0f/599abd8203c9a7002bbcaab7

Look for 山东焦企盈利, as long their profit maintain 140/tonne until end of dec.. eps 1.0- 1.5 no problem.. but seem it will all the way up ... : )

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2017-11-30 21:31 | Report Abuse

http://finance.sina.com.cn/money/future/fmnews/2017-11-30/doc-ifypikws8711549.shtml

coke price seem will keep growing for the whole Dec. So now the only risk is " Paragraph/Rule 8.03a "

1) Q: you guys need to understand why BURSA put HUAAN under Paragraph 8.03A of Main Market Listing Requirement?
A: This is because on Year 2015-2016, HUAAN has lease it entire factory to 3rd party for 1 years, and this cause HUAAN has no operation revenue for the whole year. According to Paragraph 8.03A, a company must maintain a level of operation in order to continue to listed in Main Market. For HUAAN, since it has no operation revenue at all at the period, that why it fall under the Paragraph 8.03A.

2) Q: Will HUAAN be delisted soon due to non-complied with Para 8.03A?
A: LOW CHANCE ... As HUAAN has take back the factory and re-start its own operation since Feb 2017. What HUAAN need to do just submit their regulation plan to Bursa as required by the rules.
Anyway, HUAAN already submited on 8 November.

3) Q: HUAAN's operator want get benefit from the market by delist their company ?
A: I don't think delist their company can bring any benefit to the operator.. No point to submit their document on 8 Nov then.

Personal think very low chance to delist .. but anything can happen in share market .. just analyse yourself.. : )

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2017-11-30 18:01 | Report Abuse

Q4 earning won't more than Q3 la.. got chance same as Q2 if coke spot price back to 2000..

Estimate around 1.0-1.5 ..

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2017-11-30 12:35 | Report Abuse

Base on last year record.. it take gam gam one month to reply. May b 8 Dec ?

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2017-11-29 23:02 | Report Abuse

Coke price just can let us estimate their eps coming qr.. I'm don't think share price will direct reflect until it free of delist risk.. personally I don't think they gonna be delist.. that y I'm still holding. Buy for my own risk anyway.

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2017-11-29 22:03 | Report Abuse

Coke price break 2100.

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2017-11-29 15:12 | Report Abuse

Coke price 2080... : )

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2017-11-28 20:27 | Report Abuse

That mean dufu quite powerful...

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2017-11-28 10:26 | Report Abuse

My avg price 0.29.. if bursa announce also I think mostly back my price only.

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2017-11-26 19:48 | Report Abuse

Pallete, trive don't have foundation support la

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2017-11-25 01:23 | Report Abuse

http://xiaohatu.com/screen/598c11e0673c75002f420c0f/59954d7756ba1500200e12ea

A very details website shown current coke price , coal price , storage , profit of coke .. and etc..
And all in graph format.. very details. : )

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2017-11-24 18:48 | Report Abuse

Coke price will become more higher after March because policy over.. demand will suddenly boost up.

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2017-11-23 21:59 | Report Abuse

I tot price start go down already.. suddenly back to 1995 already..

http://finance.sina.com.cn/futures/quotes/J0.shtml

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2017-11-23 21:57 | Report Abuse

http://futures.jrj.com.cn/2017/08/28111523012271.shtml

Good article to understand HUAAN's industry... 焦炭 : )

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2017-11-23 15:08 | Report Abuse

Dnex do got do online payment d meh . ?

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2017-11-23 13:09 | Report Abuse

Just dunno why ppl look so negative about dnex.. their IT business model are type of very potentially grow... Just keep and will get huge return in future.

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2017-11-22 21:14 | Report Abuse

Q4 already pass 1.5 month.. base on current average coke and coal price.. and calculate by 1.41 tone coal to produce 1 tone coke.. Huaan still earn around 322 RMB / tone of coke , which same as profit during Q2 ( April , May , June ). Extimate coming qr eps will be around 1.5 - 2.0 .. : )

Information get from :
https://m.investing.com/commodities/metallurgical-coke-futures-historical-data
https://m.investing.com/commodities/coking-coal-futures-historical-data

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2017-11-22 18:54 | Report Abuse

Why last year can hit 30 million ? is it one time earning ?

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2017-11-22 18:30 | Report Abuse

QR result not bad wo.

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2017-11-22 10:12 | Report Abuse

Coke price seem back to 2000 soon

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2017-11-21 21:45 | Report Abuse

Coke price 1940

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2017-11-21 21:39 | Report Abuse

I remember their petrol close for a month.. got this result, very good already.. next qr sure better.. n I like they keep on got long term project , not one off project which bring long term income

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2017-11-21 20:17 | Report Abuse

Fall so much.. I think tomorrow can bk to 4.7

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2017-11-20 14:15 | Report Abuse

If not up also .. just keep for half year.. can c great return.. price now so low

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2017-11-20 14:00 | Report Abuse

I bough at 0.32, collected 0.28,0.26..
Dunno will collect anot..T.T

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2017-11-19 22:12 | Report Abuse

Coke price may drop cause of winter, lower iron production.. but it able to support base on China green policy to cut down coke production... Actually it not that bad..

But you need to know
Metal production LOW ,
Coke production also LOW , then the price of coke won't affect much ..

But when coke production LOW ,but coal production MAINTAIN.. mean coal price will definitely drop.. more profit to HUANN.

It also depends China government able to run their policy effectively anot.. now China start take it seriously..So you can c coke price start have small rebound...

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2017-11-18 13:32 | Report Abuse

Policy until March 2018. Able help support coke price in d same time pull down coal price.. more profit to huaan

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2017-11-17 16:10 | Report Abuse

Just hold .. it will back