投资投机都可以学，只要可以获利。

是的，加上汇率的因素。 所有的利好都全给了长钢。。

market supplies very tight.....

close gap...good for TA.

They really maximize the output already, just the market too hunger for steel bar.

你发了。大家发了。 恭喜恭喜。

See whether today can bullish for both morning and afternoon sessions or not. If so, it will kick away those weak players and traders.

我怕这次6分股息的gap， 一下子就被补掉了。
再不然先多拉6分，然后掉回来短暂处理后，又开车了。
这个季度的走势是不等人的。

Lionind's raw material is steel scrap not iron ore. Only Annjoo consume iron ore in Malaysia.

Only rolling from block to round bar, in term of volume is same, therefore weight is same. Unless there is downgrade or peeling.

疯狂的钢牛! 中国REBAR HRB400E 20mm 平均价达到4322人民币的天价!!
http://news.mysteel.com/17/0904/08/97ECB431F8A12B43.html

https://leoting81.blogspot.my/2017/09/blog-post.html

这股钢铁牛市趋势已经成形， 至少会连开两季的超级盈利。足以支撑上涨的动力和一切的企业活动。

@edward123 Take care, brother.

@Albukhary I am travelling, not with my desk.

没有研究JAG. 如果是金属回收。 那应该有得做。

https://leoting81.blogspot.my/2017/08/4234-lionind.html

第3季季报出来之前RM4.第4季报之前RM5.

I predict PBT 100milions before, after tax will be PAT 74 millions. Anyhow, if ASP shot to RM2650/MT, higher profit can be expected in Q3.

zzz........you win. I better concentrate on my research.

@edward123 Good Morning, Edward. Just curious where got so many insiders' hearsay like abbd. Neither management nor audit firm can disclose any details, due to rules and regulation.

And, i assure you abbd is another new ID with few replies.

For your information, whatever purchase price of raw materials in the first half is very low compare to existing market average selling price,asp

I like the video very much.

@Superbjet Dato Lim said Annjoo have the best Balance Sheet among long steel peers in Malaysia.

@solaris80 羡慕啊， 管理层12个月花红。。我们只能靠股市赚，呵呵。。

http://leoting81.blogspot.my/2017/08/7_25.html

Presentation from Annjoo - http://www.annjoo.com.my/investor-relations/latest-news/

Annjoo 的presentation几乎可以找到全部的答案了。

http://www.annjoo.com.my/investor-relations/latest-news/

@edward123 If next month Sept hit 2650/2800/2850per Mt. I think contractors/developers will now flooding Annjoo and Ssteel for existing stock.

Thanks zexon's information.

In Malaysia, Steel Price are driven by demand and international price. Information are open in the market. You can ask RM100/MT more expensive but nobody will source from you. And, Big 4 are competitors not friends.

3rd quarter situation is demand is higher than big 4's supplies. Depend which company capable to do better.

If you want to have bigger revenue and profit, you have to finance your raw materials first.

Noted with thanks. Then, it have to sapu whole Klang Valley scrap while its neighbour Masteel import scrap from other countries.

I personally hope the average selling price will stable in this level RM2500 rather than going up further.

@edward123 Any news that lionind import scrap?

Everyone are selling, then who buy all the ticket? Company are now laughing for the profit, time will show truth in short future.

Finally break RM2500/MT resistance.....

Finally break RM2500 resistance.....

FY2018要赚大钱了，不要搞什么私有化。

等机构的跟进和投资评级罢了。 转正后就是等这些了。

You come back liao ah. Then, i go to rest first.

@solaris80 你在中国应该知道中国钢厂纷纷转亏为盈，所以南钢的成绩蛮特别的。。

https://leoting81.blogspot.my/2017/08/5098-masteel-5665-ssteel.html

Not only Chinwell, but those industry who fabricate car spring, fastener, wire drawing industry all have to source local since Malaysia is among the cheapest long steel suppliers in the world.

Sure, previous Chin Well import wire rod from his sister company in China and Taiwan. The only solution now is buy locally and you can imagine how much volume that Chin Well needs.

Because it will enjoy the super harvest in 2017, let wait and see.

一年EPS30分不会很过分。