Sifu skyhawk, how about cscsteel? Looks good on the chart? :)

Buy n keep until >2.5 :)

No brainer investment :)

Then why are you still here? :)

Now i see. Thx for translating. I cant agree more if this is exactly what he meant :)

Kyy own how much. Selling like mad dog. Everyone knows. No need write so long n so deep to confuse ppl. Not rocket science ok? Haha :)

Too deep. My angmo veli bad. Is he trying to say that kyy is selling, so the boat is going to sink further? Thats it? :)

Benjamin, "not bad" only ar? I was expecting "good" :)

Feel free to email their IR. They are more than willing to clear your doubt. Very professional. :)

Yea. Cscsteel! :)

Benjamin, it is no longer about next 2 q. It is already well known that almost impossible to beat last year results. We should be looking beyond 2q. :)

It is purely based on the probability given by elliot wave. But us interest rate hike could be a booster :)

Aeric, you might get 20c div next year :)

What 1.8 & 2? I said >2.5.

Wave 5 of usd myr. Heading to 4.9 )

Switching 3g to steel soon. :)

Hopefully not every investor has that kind of potato mindset. Haha :)

Who else? Haha :)

It is worth easily >2.5 with the effect of anti-dumping :)

At 1.2, 8c div, div yield is 6.7% but pe 6?? Reasonable? :)

Not rocket science. If they are able to maintain 8c div, u think how low the pe will be? :)

No brainer investment. Just keep until 1.70 :)

Look at skim milk powder price. U know you should run fast :)

You short term kaki. No point to argue :)

Buy! :)

Why no drop? I want to buy cheap cheap :)

Thats why you should exclude forex gain in your analysis :)

Ignore optimus. Talk cock sing song guy :)

optimus, stop being so biased. check properly 1st. :)

already exclude huge forex gain

fair value is ~1.7 with annualized eps of 14.4 @ PE 12

I will try to email their IR. See if i can find out what is the biggest end-use industry which their products going into :)

at annualized profit of 110mil, its div yield is crazy :)

PE should be rated higher with its high div payout and cash position :)

very conservative tp for cscsteel :)

moneysifu, do you know who are the customers of cscsteel? Are they in the construction segment?

Guys, take a look at cscsteel. With the imposition of anti-dumping policy, cscsteel, the industry leader of cold-rolled steel will be the biggest winner. :)

Wealthwizard, could you share the supply chain of steel? From hrc to crc to??? Who are the big buyers for cscsteel? Are they in construction segment? Tq in advance :)

Very reasonable tp. At least this analyst talks sense.

Keeping to see the impact of anti dumping :)

superb article. how to resist not buying after reading this masterpiece. tq very much for your kind sharing.

Haha. Fist bump :)

Revenue still >50mil? If so, it is better than last q3 (only 42mil). Better becareful with your statement of no growth. :)

Bro aeric, eps 9mil last q3. 4.5mil is forex gain. It has nth to do with the business. Ask your fren. Any improvement on the revenue? I am more concerned about the growth of its revenue. :)

The fcf is damn superb lah. 13mil average per annum. But ppl do not appreciate that. Ppl just look at earning :)

Aeric, you are saying that your friend works in flbhd. Q3 n q4 will be very bad? My expectation is 4-5c eps. Div at 10c. Out of the question?

I cant agree more :)

What is wrong with the selldown?

Bro Aeric, last q3 forex gain was about 4mil. U should exclude that. But last q4 was indeed a feat. Hard to beat.

If janet yellen really raises interest rate, usd will go up, cost of timber might go down. Could it be a relief for flbhd?