http://leoting81.blogspot.my/2017/02/5087.html

金狮不老 http://leoting81.blogspot.my/2017/02/4235-lionind.html

请看回我之前写的文章!!!
http://leoting81.blogspot.my/search/label/4235%20LIONIND

哇哈哈!!!爽。

http://leoting81.blogspot.my/2017/02/5098-masteel.html

maturity date is another 2839 days. Therefore, premium is higher. Also, a lot buyer may think Annjoo going to be market leader in this cycle.

http://leoting81.blogspot.my/2017/02/6556-annjoo-9.html

wahahaha wahaha.....

http://leoting81.blogspot.my/2017/02/5007-chinwel.html

http://leoting81.blogspot.my/2017/02/5657-parkson.html

http://leoting81.blogspot.my/2017/02/6556.html

http://leoting81.blogspot.my/2017/02/5094.html

MBSB http://leoting81.blogspot.my/

5797 ChooBee http://leoting81.blogspot.my/2017/02/5797-choobee-2016.html

65K not need to pick so many counters. 2 counters is more than enough.

http://leoting81.blogspot.my/2017/01/5-skpetro.html

http://leoting81.blogspot.my/2017/01/6-dayang.html

http://leoting81.blogspot.my/2017/02/5398-gamuda.html

http://leoting81.blogspot.my/2017/02/5657-parkson.html

http://leoting81.blogspot.my/2017/02/beh-tahan-lionind.html

A lot of peoples worry of China cheap dumping, but where you can source the cheap supply like 2015-2016. No more such cheap supply and now all expensive.

Just little bit correction. ANNJOO 安裕工厂 - 位于北马

Annjoo optionally run blast furnace or Eletric Arc Furnace. At the moment, still prefer blast furnace using iron ore and coal. They did collect a lot of steel scrap from the market in case iron ore hike over USD100

03.11.16 (SSM)
1860 Y16-32
2010 Y10,12,40,R10
2060 R6,8,12

10.11.16(Ann Joo)
Y16 - Y32 = RM1880.
Y10, Y12, Y40 & R10 = RM2030.
R6, R8, R12, R16 = RM2080.

10/11 (Ann Joo)
Y16 - Y32 = RM1930.
Y10, Y12, Y40 & R10 = RM2080.
R6, R8, R12, R16 = RM2130.

16/11 (Ann Joo & SSM)
Y16 - Y32 = RM2080.
Y10, Y12, Y40 & R10 = RM2230.
R6, R8, R12, R16 = RM2280.

28/11 Monday. (Ann Joo,SSM & Amsteel)
Y16 - Y32 = RM2160.
Y10, Y12, Y40 & R10 = RM2310.
R6, R8, R12, R16 = RM2360.

29/11 (ANN JOO & SSM)
Y16 - Y32 = RM2200.
Y10, Y12, Y40 & R10 = RM2350.
R6, R8, R12, R16 = RM2400.

30/11 (Ann Joo & SSM)
Y16 - Y32 = RM2230.
Y10, Y12, Y40 & R10 = RM2380.
R6, R8, R12, R16 = RM2430.

1/1/17
1.RM2340(Y16,Y20,Y22,Y25,Y28,Y32)
2.RM2490(Y10,Y12,R10,Y40)
3.RM2540(R6, R8,R12,R16)

Ann Joo
Bar price today 16.01.17
RM 2280/mt - Y16 to Y32
RM 2430/mt - Y10, Y12, Y40 & R10
RM 2480/mt - R6, R8
R12 temporary no stock

2/2/17
1.RM2290(Y16,Y20,Y22,Y25,Y28,Y32)
2.RM2440(Y10,Y12,R10,Y40)
3.RM2490(R6, R8,R12,R16)

感谢我们的弟兄提供的资料，
不确定他愿不愿意公开名字，
所以这里不公开它的名字。

长钢销售价,
从2016年9月尾稳定涨价直到
2017年2月。

22-9-2016 Ann Joo price :-
Y16-Y32 = 1,780
Y10-Y12, *R10*, Y40 = 1,930
Round Bar = 1,980
R6 subject to stock availability.
R12 no stock.
Must 30 Mt & above

26/9 SSM
1850 Y16-32
2000 Y10,12,40,R10
2050 R6,8,12,16,20

21.10.16
1830 Y16-32
1980 Y10,12,40,R10
2030 R6,8,12

03.11.16 (SSM)
1860 Y16-32
2010 Y10,12,40,R10
2060 R6,8,12

10.11.16(Ann Joo)
Y16 - Y32 = RM1880.
Y10, Y12, Y40 & R10 = RM2030.
R6, R8, R12, R16 = RM2080.

10/11 (Ann Joo)
Y16 - Y32 = RM1930.
Y10, Y12, Y40 & R10 = RM2080.
R6, R8, R12, R16 = RM2130.

16/11 (Ann Joo & SSM)
Y16 - Y32 = RM2080.
Y10, Y12, Y40 & R10 = RM2230.
R6, R8, R12, R16 = RM2280.

28/11 Monday. (Ann Joo,SSM & Amsteel)
Y16 - Y32 = RM2160.
Y10, Y12, Y40 & R10 = RM2310.
R6, R8, R12, R16 = RM2360.

29/11 (ANN JOO & SSM)
Y16 - Y32 = RM2200.
Y10, Y12, Y40 & R10 = RM2350.
R6, R8, R12, R16 = RM2400.

30/11 (Ann Joo & SSM)
Y16 - Y32 = RM2230.
Y10, Y12, Y40 & R10 = RM2380.
R6, R8, R12, R16 = RM2430.

1/1/17
1.RM2340(Y16,Y20,Y22,Y25,Y28,Y32)
2.RM2490(Y10,Y12,R10,Y40)
3.RM2540(R6, R8,R12,R16)

Ann Joo
Bar price today 16.01.17
RM 2280/mt - Y16 to Y32
RM 2430/mt - Y10, Y12, Y40 & R10
RM 2480/mt - R6, R8
R12 temporary no stock

2/2/17
1.RM2290(Y16,Y20,Y22,Y25,Y28,Y32)
2.RM2440(Y10,Y12,R10,Y40)
3.RM2490(R6, R8,R12,R16)
02/02/2017 20:36

感谢我们的弟兄提供的资料，
不确定他愿不愿意公开名字，
所以这里不公开它的名字。

长钢销售价,
从2016年9月尾稳定涨价直到
2017年2月。

22-9-2016 Ann Joo price :-
Y16-Y32 = 1,780
Y10-Y12, *R10*, Y40 = 1,930
Round Bar = 1,980
R6 subject to stock availability.
R12 no stock.
Must 30 Mt & above

26/9 SSM
1850 Y16-32
2000 Y10,12,40,R10
2050 R6,8,12,16,20

29.9.16
Y16-Y32 = 1880
Y10-Y12, *R10*, Y40 = 2030
Round Bar = 2080
R6 and R12 subject to stock availability.

感谢我们的弟兄提供的资料，
不确定他愿不愿意公开名字，
所以这里不公开它的名字。

长钢销售价,
从2016年9月尾稳定涨价直到
2017年2月。

22-9-2016 Ann Joo price :-
Y16-Y32 = 1,780
Y10-Y12, *R10*, Y40 = 1,930
Round Bar = 1,980
R6 subject to stock availability.
R12 no stock.
Must 30 Mt & above

26/9 SSM
1850 Y16-32
2000 Y10,12,40,R10
2050 R6,8,12,16,20

29.9.16
Y16-Y32 = 1880
Y10-Y12, *R10*, Y40 = 2030
Round Bar = 2080
R6 and R12 subject to stock availability.

21.10.16
1830 Y16-32
1980 Y10,12,40,R10
2030 R6,8,12

03.11.16 (SSM)
1860 Y16-32
2010 Y10,12,40,R10
2060 R6,8,12

10.11.16(Ann Joo)
Y16 - Y32 = RM1880.
Y10, Y12, Y40 & R10 = RM2030.
R6, R8, R12, R16 = RM2080.

10/11 (Ann Joo)
Y16 - Y32 = RM1930.
Y10, Y12, Y40 & R10 = RM2080.
R6, R8, R12, R16 = RM2130.

16/11 (Ann Joo & SSM)
Y16 - Y32 = RM2080.
Y10, Y12, Y40 & R10 = RM2230.
R6, R8, R12, R16 = RM2280.

28/11 Monday. (Ann Joo,SSM & Amsteel)
Y16 - Y32 = RM2160.
Y10, Y12, Y40 & R10 = RM2310.
R6, R8, R12, R16 = RM2360.

29/11 (ANN JOO & SSM)
Y16 - Y32 = RM2200.
Y10, Y12, Y40 & R10 = RM2350.
R6, R8, R12, R16 = RM2400.

30/11 (Ann Joo & SSM)
Y16 - Y32 = RM2230.
Y10, Y12, Y40 & R10 = RM2380.
R6, R8, R12, R16 = RM2430.

1/1/17
1.RM2340(Y16,Y20,Y22,Y25,Y28,Y32)
2.RM2490(Y10,Y12,R10,Y40)
3.RM2540(R6, R8,R12,R16)

Ann Joo
Bar price today 16.01.17
RM 2280/mt - Y16 to Y32
RM 2430/mt - Y10, Y12, Y40 & R10
RM 2480/mt - R6, R8
R12 temporary no stock

2/2/17
1.RM2290(Y16,Y20,Y22,Y25,Y28,Y32)
2.RM2440(Y10,Y12,R10,Y40)
3.RM2490(R6, R8,R12,R16)

still far from its true value...

he is still grab his head for data analysis..

@RainT there are more than 10 type of steel products from CSCsteel with different price. Overall products price are significantly increasing during 4th quarter 2016 and there will be another jump on 1st quarter 2017 due to hiking of raw materials and depreciation of Ringgit.

@red_85, i like your suggestion very much.But, please advise us which plantation counter is good to invest rather than simply tell us to invest plantation sector.

Simply overshot effect...its price one step ahead the steel theme.

Overall demand of steel either flat or long will decrease due to economy issue, but remember that Malaysia steel companies only produce half of the Malaysia steel consumption. When cheap dumping from China being reduce, the remaining steel companies can get a immediate extra margin to bounce back. Also, the rally of commodities, just like steel and aluminium, is world wide theme, not simply Malaysia Steel Theme. The uptrend is just start a year, and it will continue due to Trump's commitment to allocate big resources on infrastructure.

Do not simply equal the steel=properties. Last few year properties booming but steel sector still making huge loss. Then, now saying properties slow down will bring down the steel company. All business talking about margin! If no margin or negative margin, you did more means you lost huge!

@blackeagle1989 you did an excellent job to post the video. Those peoples cannot even differentiate long products and flat products, and the actual applications of the sub-category products can talk like expert.... really disgusting.

Mycron 2017第1季报分析!
http://www.investalks.com/forum/forum.php?mod=viewthread&tid=8892&page=117#pid3905826

masteel and cscsteel are not even produce same products...

compare chicken and duck? these two companies are not in same caregory in the industry...

Donald Trump gonna reclaim spend hudrend billions on America infrastrcture. ...

Rather than talking nonsense, please read my analysis on Masteel 3rd quarter financial report.
http://www.investalks.com/forum/forum.php?mod=viewthread&tid=8892&page=118&extra=#pid3905041

KPM - Kinsteel, Perwaja, Maju Group
http://www.investalks.com/forum/forum.php?mod=viewthread&tid=8892&page=117#pid3903696

KPM - Kinsteel, Perwaja, Maju Group
http://www.investalks.com/forum/forum.php?mod=viewthread&tid=8892&page=117#pid3903696

Yes, you may be right or wrong. As so many managing directors from few giant groups to act a scam...

wash away this kind of chips is best for long run.

Lazy to translate into English, but if you interest with Ssteel, Cscsteel and Annjoo quarter report, you may read my comment in Mandarin.

http://www.investalks.com/forum/forum.php?mod=viewthread&tid=8892&page=116#pid3903232

Lazy to translate into English, but if you interest with Ssteel, Cscsteel and Annjoo quarter report, you may read my comment in Mandarin.

http://www.investalks.com/forum/forum.php?mod=viewthread&tid=8892&page=116#pid3903232

Buy PR in the open market still need to top up 50 cents to convert into Annjoo RCPS. Listing on Early December, estimate will shot high.

YKGI GIC production line revamp on 3rd quarter, therefore CSCstel need produce more to fulfill the market.

Eventually wake up loh, whole steel theme waiting for this fellow. Haiz...