haha~ freights rate dah koyak baru uncle buy call kah..

不是'笨', 就是'坏' ！！

Cambodia airport traffic by passengers:

2022
Q1: 195k
Q2: 475k

Jul: 236k
Aug: 257k

then should learn from BJFOOD ma~

近期东南亚螺纹钢交易较为清淡，东南亚主要进口国家需求不佳。来自土耳其的报价在700-710美元/吨FOB左右，但与东南亚其他出口报价相比无竞争优势。来自马来西亚钢厂的实重报价在600美元/吨CFR左右。越南一钢厂螺纹钢出口实重报价640美元/吨FOB左右。

越南市场方面，主导钢铁长材生产商和发集团（Hoa Phat）于8月30日宣布将其国内线材价格上调20万越南盾/吨（9美元/吨），这是自5月以来钢价首次上调。据了解，由于废钢和焦煤等原材料成本高企，钢厂希望通过提高钢铁价格来保持利润。另外，其CB400-V/CB500-V 12-25mm螺纹钢的售价不变，出厂实重价格维持在1450万越南盾/吨（619美元/吨）。

VIAGRA dua biji please..

try sikit here~

ada bau~

actually~ what is the catalyst for this share ??

price movement doesn't tally with the earning pun.. manipulate kah

Profit margin - Good
Profit growth - Good
PE - Good
Dividend - Good
Cash position - Good

share price performance - zzz lack behind zzz

Tolong tumpang syscorp trend la.. at least got some relationship ma.. lol

https://www.businesstoday.com.my/2022/07/27/mou-signed-between-3-malaysian-companies-and-a-singapre-company-to-build-offshore-vessel-in-malaysia/

Superb result.. but freight fees dropping alot recently

Cambodia airport traffic by passengers:

2022
Q1: 195k
Q2: 475k
Jul: 236k

Jz wonder SSM lack behind..

last year (2021) this segment actually alrdy close to pre-covid profit..

Hopefully casinos will spend lum sump in nx 2 qr to cover back 1H

Tsm improve significantly.. from -41.2m (2020) vs -24.7m (2021) to now -1.1m (q2)..

Ssm- profit but still low, casino spending less for this qr?
Tsm- loss but improved close with breakeven (best since covid)

Overall Forex loss about 3.5m ; otherwise should be profit qr

Monitor one more quarter

Im with u too…

another 8 cents dividend~

but no sound no gas here

EBITDA nice~ lol

can sapu cheap assets during market crash~

BUY in purely for their cash on hands..

First announce right issue.. everyone worry about their financial..

But since that, company had spent >20m to buy Favco shares from open market..

So.. their cash flow got problem?

With the current share price, do u think retailer will subscribe the rights issue?

If no, what is the purpose they proceed this?

Global steel price has shoot up since March as material cost increase more..

There is no more cheap steel to import anymore..

Who has inventory the most, who is the king now !

Let?s guess this round uncle will take how many days to pusing again?

ARMADA -10%
HIBISCS +10%

FXXX~ OIL PRICE SURGE ALMOST 50% BUT I EARN NOTHING

I do believe sales continues be good.. but profit margin gonna be lower and lower

Going forward, steel players are expected to report lower margins as a result of rising raw material and fuel costs, as well as elevated inflationary in general.

Pick Jaks has no issue.. power plant doing well

but we had under estimate the ESG concern

Everything ok.. only concern on high debt..

Why not raise fund 1.00 per share for right issue.. pay down all the borrowing

Every year save interest about eps 8 cents..


In return u pay us Pe like dialog or yinson, assume Pe 15 enough..

Eps 10 + 8 cents x PE 15
= 2.7

Dayang story or msm ? xD

Impairment Loss on Goodwill
Allowance for Impairment of Receivables

About 46mil

what if these article really generated from him..

china steel price puncet liao~

Profit mostly from property sector leh ..

I predict kyy will uturn on steel counters within 3 months

U.s starbuck hit one year low~ while malaysia bjfood hit one year high..

Funny

no money pay debt~ but still sapu FAVCO share at high price

找吃jek~ xD

可是名声不好了～还有羊群吗？

Eddie Ong~ jgn macam ni

International politic~

Got follow uncle’s golden rules or not

Got chance bo? MCA 零的突破 xD

Oil price at 70 or 80, business as usual !

Uncle hints he had sold due to margin call kah

Fly ? Get Vincent tan’s permission first~

Base on uncle’s past record, once the share fall above 30%, what will happen next?

At least still got balls to call now~

Buy from china/vietnam cheaper~ unless government impose tariff la

Wow~ surprising no affect by lock down

美国主导钢材相继上调线材出厂价格
美国纽科钢铁（Nucor Steel）、Optimus Steel 、Liberty Steel 昨日相继对其代理商宣布将线材的出厂价格上调80美元/短吨，均为2021年上调幅度最大的一次。此举主要原因是废钢价格大幅上涨，平均涨幅在60美元/吨。
当地买家反馈，预计所有生产商都会很快跟进，但市场是否会消化这次上涨是不确定的。

China rebar futures almost hit limit up liao~ wow