https://www.chinapress.com.my/?p=2971578

https://www.chinapress.com.my/?p=2971578

FY2021 Share Profit From ESSB
Q1= 3.868mil
Q2= 2.879mil
Q3= 19,809mil
Q4= 49,451mil

Total = 76mil

ESSB have shown success in FY2021, as ESSB achieved revenues of RM1.8 billion and chalked up a profit after tax of RM217.16 million

ESSB PAT 217.16mil x 35% = 76mil ( 35% B4 dilution of shares )

Amount matched.

ESSB have shown success in FY2021, as ESSB achieved revenues of RM1.8 billion and chalked up a profit after tax of RM217.16 million

With the RM3 billion investment, Wai Cheong expects Hiap Teck to see significant financial contribution from ESSB from 2023. It is estimated that the new HRC capacity of two million tonnes will provide an additional RM7 billion to ESSB’s revenue

PAT 217mil from 1.8B Revenue NPM= 12%
Additional 7B Revenue from HRC capacity, assume 12% NPM , PAT =840mil

27.3%-owned ESSB
Hiaptek 27% x 840mil = 226mil Profit contribute to Hiaptek from ESSB after 2023

Eastern Steel Tambah Pelaburan RM3 Bilion Di Terengganu
March 09, 2022
Syarikat berasaskan besi dan keluli terkemuka, Eastern Steel Sdn. Bhd. (ESSB) menambah pelaburan berjumlah RM3 bilion dengan menubuhkan Hot Rolled Coil (HRC) di negeri ini.

ESSB dalam satu kenyataan berkata, pembukaan HRC tempatan di Terengganu adalah yang pertama di Malaysia dan ia bakal membuka 1,000 peluang pekerjaan untuk anak tempatan.

"ESSB akan meningkatkan tiga kali ganda kapasiti pengeluaran daripada 700,000 tan metrik kepada 2.7 juta tan setiap tahun menjelang tahun 2023.


与中合作伙伴联手注资 东钢投资30亿拓展产能
2022年03月09日
马来西亚东钢集团有限公司(简称东钢)与中国合作伙伴中国山西建龙实业有限公司联手注资,放眼在今年另外投资30亿令吉拓展产能,并产出热轧卷材(HRC)。

同时,为了满足产能拓展的技术人才需求,东钢将为大学应届毕业生创造1000个工作机会。有关计刘提供的工种附加值高,且十分多元化,当中涵盖专业人士、管理人员和技术人员。

东钢主席丹斯里阿都拉曼在今日的策略伙伴关系签署备忘录仪式上致词时指出,该公司自2012年开始运营,在第一阶段投资19亿7000万令吉,年产70万吨板坯和钢坯。

https://www.trdi.my/eastern-steel-tambah-pelaburan-rm3-bilion-di-terengganu

Break new HIGH very soon !!!!!

Sound quiet here...
Is time to put some eggs in this basket
>.<

屋漏偏逢連夜雨

According to IB analysis, glove ASP will drop to USD30-35 after pandemic for Yr 2022-2023
How will it affect COMFORT?

Lets re-call some useful info provided by management during AGM
ASP Q4FY20 USD22
ASP Q1FY21 USD25-27
ASP Q2FY21 USD30-35

Performance during this period
ASP Q4FY20 USD22 vs Revenue 139mil PAT 10mil
ASP Q1FY21 USD25-27 vs Revenue 153mil PAT 16mil
ASP Q2FY21 USD30-35 vs Revenue 198mil PAT 43mil

If ASP can stand @ USD30-35 for Yr2022-2023 (Comfort FY2023-2024)
(Assume production capacity unchanged)
Comfort PAT per annum 43mil x 4 = 172mil = EPS 0.30
Average PE past 5 year PE16-18
Fair price = RM4.80 - RM5.40

FY2021-2022 will be a fantastic year, Comfort will bag a lot of cash just like others glove players.
Will this extra Cash use to expand their business? If the answer is YES!
Extra production capacity or business diversification, can push their PAT per annum >200mil in the future.

Last, Pls do not forget that coming few quarter, Comfort PAT can easily achieve 100mil per QR

Dear DK, add me pls. TQ >.<

Selling price of ethanol increase from RM4.00/kg to RM9.00/kg with surge in demand.
(Price even hit RM12.00/kg during MCO)
Glove company can double their earning, due to increase of ASP.
Why not HEXZA?

Pls read my statement carefully lo.
If cant understand, pls use google translate.
Did i mentioned result very good?

Haha if u bought at high price, then....Wish u good luck.

0.075 dividend no good ar ?
Is 10% DY for me, im happy with it >.<

If u know more, pls share with us la. TQ

Ethanol segment

30/6/2020
Revenue RM9845K PBT RM3482K Margin 35%

31/3/2020
Revenue RM13357K PBT RM4372K Margin 30%

30/6/2019
Revenue RM6444K PBT RM1295K Margin 20%

Improve profit margin for both YoY and QoQ
35% vs 30% vs 20%

Current Qr Revenue drop, due to MCO
The true picture will show on coming QR Jul~Sep

Good or Bad, Next Qr we will know the true story

Ethanol segment
Turnover for the quarter increased 52.8% to RM9.84 million from RM6.44 million in the corresponding quarter last year mainly due to increase in sales volume by 37.3% and increase in average selling price by 11.3%.
Profit before tax for ethanol segment increased by RM2.19 million to RM3.48 million from RM1.29 million mainly due to lower production costs and increases in sales volume and average selling price.

Government has imposed nationwide Movement Control Order (MCO) on 18 March 2020 and subsequently conditional MCO from 4 May 2020. Although both of our businesses were given permission to operate, we were nevertheless indirectly impacted by the MCO as well. The ethanol division experienced a shortage of wood chips used as fuel for the factory’s boiler resulting in a brief interruption to operations. Wood chips were in short supply because plywood mills were not allowed to operate during the MCO. Furthermore, our potable customers were also not given permission to operate, which impacted ethanol sales to that segment.

REV 210M PAT 47M

No tickets on hand, wish to buy but dun know what price to buy. Kepala Sakit, Aiyoyo

Selling price of ethanol increase from RM4.00/kg to RM9.00/kg with surge in demand.
(Price even hit RM12.00/kg during MCO)
Glove company can double their earning, due to increase of ASP.
Why not HEXZA?

559

HaHa, Everyone Happy, Now?

Wah!!! Ong mari!!!

tomolo limit down ? Force Selling ?

All kena TRAP

The night is still young, let the party continue...

哈哈哈，再一次，我笑了

我笑了

Everyone Happi now ?

those who are patient will be rewarded

those who are patient will be rewarded

Cold Eye raise his stake in Armada from 30,000,000 (0.51%) to 71,000,000 (1.21%)

KYY come to save the day!!! Ho Sie Liao... beli beli, jangan tak beli

先知先觉 后知后觉 不知不觉， 你我他，是哪一类型 ？

Market gone crazy, u orang lagi crazy..... Go crazy jangan tak crazy

From 0.69 to 0.92, take profit jangan tak take profit

beli beli, jangan tak beli

Everybody Happy now?

Everybody OK here ?

Send your paper to China exchange for Renminbi

***Hong Kong’s biggest paper maker Lee & Man Paper Manufacturing opens new HK$5.1 billion packaging paper mill in Sepang, Malaysia

***Zhejiang Jingxing Paper invest USD299 million in pulp and paper making project in Malaysia.

***China’s Shan Ying International Holdings (Foetune 500 Company) launch a joint investment worth USD1.8 billion in opening a new pulp and paper plant in Malaysia’s

***Japanese pulp and paper manufacturer Oji Group takes over local companies expanding its factories in the country

etc... ...

Export to China can earn KawKaw

South China Morning Post

Business / China Business

China’s paper product makers raise prices on higher raw material costs
The increase will hit products ranging from packaging boxes to toilet paper

Diu Nia Ma... Y buy up the price... Fxxx U la... My Q @0.68 Kena partial matched only la

Very hard neck, no drop one. wanto buy more oso can not, very bad

WAH FPG ADA ONG ! ! !

>.< Geng!!!

>.< Geng

>.<

>.<

This one solid enuf !!!
During 2016 -2017 while others such as ( Carimin, Dayang, Penergy ... etc ) were making losses.
UZMA still having profit.

With higher capex from petronas, let see how well can UZMA perform.

US CHINA trade war!!! So... Chicken no lay egg meh? Or ppl no eat egg ka? Wakakaka...

bili sikit sikit... HiHi...