Agreed to probability, whether the current price has already factored the expectation? It's up to open judgement.

Only CRC steel mills will produce outstanding results, reason? Because closure of megasteel.

Why other upstream may not produce flying result, because price of rebar was still below RM2000.

The reason for other steel companies made fantastic profits during period of April & May were due to sudden surge in steel price & selling of old stocks.

Only CRC steel mills will produce outstanding results, reason? Because closure of megasteel.

Why other upstream may not produce flying result, because price of rebar was still below RM2000.

The reason for other steel companies made fantastic profits during period of April & May were due to sudden surge in steel price & selling of old stocks.

Thank you, paperplane & MRapolo

Hi paperplane, do you know what is the meaning of turnover as indicated in the table?
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paperplane2016 http://www.mtpma.org.my/index.php/statistic/2014-07-07-04-56-57
I monitor this closely
17/11/2016 14:45

haha, better that way, thanks, gabriel.

That's was misleading to say Ekovest next QR won't be good. I didn't defend because I am now in collection mode for Ekovest warrant again. It will be cheaper for me if price drop :)

1. Duke 3 construction works started in August 2016.
2. Duke 2 only completed 77% up to 30/6/2016.
3. Toll is as normal, impossible to drop
4. EkoCheras is now reaching the stage fast going. No more piling & digging holes. Property claim will be faster & more sales can be recognised.

I may be wrong, but tell me which area will perform bad & cause next QR to be bad? :)

Haha, Trump effect also cannot tahan Paperplane effect

To be fair, Market crash all die, even public bank also could not avoid. I was cheated by someone since 2010 for market crash was in the corner. So my money was earning less than FD since then. Luckily i woke up last year & do it myself. Far superior returns than so called self proclaimed M warren.

Patiently hold & wait for the results :)

Price of warrant before special div announcement was RM1.25 :)

Busy collect warrants & let MSC fly :)

Thank you so much for your kind words, pputeh, it makes my days wonderful to read that. Hope we all make money in stock market

Some like apple while others like orange, some prefer wait for musangking durian to drop once a year.

I like watermelon :)

The only way to make money in stock market is to understand the business, management & company, knowing the financial details of the industry & companies, think as a business owner, understand own financial capacity how far we can go & what returns we can expect. Most important is to control the emotion.

Take it easy, Ezra, it's good to have you in i3

Ronnie, I love to read your comments as it is very business minded talks.

Thank you, Ezra_Investor, PE is just an indicative figure, not conclusive. It will be more useful if comparing the companies within the same industry.

To me, it's all about the business, not PE only.
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Posted by moneySIFU > Nov 16, 2016 11:19 PM | Report Abuse X
It's all about the stability & potential of future earnings. I go for 5-8, depending on the Tin market development.

It's all about the stability & potential of future earnings. I go for 5-8, depending on the Tin market development.

Thank you very much, Mr Calvin.

Thanks for sharing, VenFx, will check it out. :)

Seem like I am the only don't know, must check it out. Thank you, guys.

Welcome, paperplane, it's good article & I hope more people can see it here.
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Posted by paperplane2016 > Nov 16, 2016 10:22 PM | Report Abuse
Thanks to moneysifu. I hope someone can point out the worry here. Or concerns and negative points. Example, recent quarter still has further associates loss., Etc.

Oh, will check it out. I also knew coldeye 2 years ago after saw his books at book store.

Though I am not young, I guess it could be due to I have not actively participated investment forums until recently only.

Ha, good point, ronnietan, I also don't know, frankly. Paperplane has been calling Dr Neoh as one of his real sifu.

Paperplane, mind to share with us about Dr Neoh's background & his past achievements?

Nope, ronnietan, we are definitely not the same person.

The author is paperplane & I help to publish.

The rally of tin price was due to supply driven factor, where global tin supply was not able to meet demand of tin, even though tin demand was down by 3% last year.

Why MALAYSIA SMELTING CORPORATION will be my largest exposure of stocks in 2017 (paperplane2016)
http://klse.i3investor.com/blogs/moneymoney/108898.jsp

Why MALAYSIA SMELTING CORPORATION will be my largest exposure of stocks in 2017 (paperplane2016)
http://klse.i3investor.com/blogs/moneymoney/108898.jsp

Why MALAYSIA SMELTING CORPORATION will be my largest exposure of stocks in 2017 (paperplane2016)
http://klse.i3investor.com/blogs/moneymoney/108898.jsp

This article was first publised at paperplane's personal blog & is now published here with permission from paperplane.

Why MALAYSIA SMELTING CORPORATION will be my largest exposure of stocks in 2017 (paperplane2016)
http://klse.i3investor.com/blogs/moneymoney/108898.jsp

Why MALAYSIA SMELTING CORPORATION will be my largest exposure of stocks in 2017 (paperplane2016)
http://klse.i3investor.com/blogs/moneymoney/108898.jsp

Why MALAYSIA SMELTING CORPORATION will be my largest exposure of stocks in 2017 (paperplane2016)
http://klse.i3investor.com/blogs/moneymoney/108898.jsp

Lower sales during 3rd Q for all years were mainly due to bulan ramadan & hari raya. So lower sales if compared to previous Q was already expected & management had clearly stated in previous Q explanation notes.

Please check it out yourself to confirm it. Current Q sales & profits were within my expectation. So, let's see how market responds to the results tomorrow.

No one sell, how to buy?

Suddenly up, so unpredictable....

TTB has been asking to sell everything since 2010, because market crash was near the corner. May be his corner so big until now also no crash.

Govn no money, need to find ways to get more money, so no cancellation of fines is expected

An old news, should be the chinese news, any how, think everyone has seen it already.

accidentally deleted one Ekovest news article :(

That was well said, ronnietan

Thanks, paperplane, need some times to amend on the setting & alignment, system doesn't allow, can't just copy and paste.

Hi paperplane, I hope I can publish your article here. It will be good for more people where MSC is heading to.

Oh, supermansifu is buying also... :(

Very difficult to buy.... :(

Look like I am the only one buying today...

Another disappointing or reasonable result? Annualised 4.6x4= 18.4c.

Below are extracted from an article with analysis for last quarter's result:
Excluding the 1-off write-off of PPE of RM141m and 1-off provision and write off of inventories of RM20m, the Company is actually making an awesome profit of RM48m which translates into EPS of11.65 cents.
http://klse.i3investor.com/blogs/Ssteel/102788.jsp

Also not Ekovest :)

I rather he don't buy any of my choice of shares, it make things worse. Look at his recent calls on Gadang & CSC Steel.