Koon Bee

superman888 | Joined since 2015-04-03

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Stock

2017-05-24 11:20 | Report Abuse

Grant given to management...minority not happy ma

Stock

2017-05-24 11:15 | Report Abuse

I think maybe because of the grant given..shareholder not happy

News & Blogs

2017-05-24 10:41 | Report Abuse

Lol...share price drop 10% still said nothing? This sochai really stupid

News & Blogs

2017-05-24 08:04 | Report Abuse

Furniture theme is over ma...now all move to steel

News & Blogs

2017-05-24 08:00 | Report Abuse

This calvintaneng rank 226 in stock pick but talking nombor 1

Stock

2017-05-24 07:50 | Report Abuse

This is another chun chun holland call from calvintaneng sohai

News & Blogs

2017-05-24 07:41 | Report Abuse

Wah...3.5k point.

Stock

2017-05-24 07:23 | Report Abuse

Paper sifu, u also hoseh

Stock

2017-05-24 07:17 | Report Abuse

Steel surehoseh this 3 years...annjoo ssteel lionind masteel prestar all minimal 100 - 300% up in this 3 years. My conservative tp

Annjoo Rm8
Ssteel rm5
Masteel rm3
Lionind rm3
Prestar rm2.80

Stock

2017-05-23 23:43 | Report Abuse

Very soon will proposed bonus and share split?...hoseh

Stock

2017-05-23 23:18 | Report Abuse

See my sifu leoting latest article. Annjoo tomorrow limit up!! My sifu conservative said 3.76 but i m very sure tomorrow above rm4

Stock

2017-05-23 23:14 | Report Abuse

本帖最后由 leo_ksting 于 2017-5-23 23:13 编辑

leo_ksting 发表于 2017-5-23 11:14
今天钢铁股正式cool down 一下下,
的确是太热了。
但是这个只是小休,



6556 Annjoo 之新起点

Annjoo的2017年第一季度财报终于出来了,
PBT比我预计的还高很多,
过往都在13%左右,
我预计有13+2%,
因为第一季度的长钢平均销售价ASP很高,
结果出乎意料的有19.8%。



这种业绩是属于接近完美了,
要知道2017年3月整个市场冷冷清清,
全部中盘商都不要买货,
还有传言讲政府不会继续保护税云云。
我无法想象,3月的销售成绩是正常的话,
Annjoo 是不是可以净赚1亿以上。




销售额和去年同期几乎持平,
等于销售的吨数在减少。
市场需求普通。
很多大型基建都未正式进入戏肉,
所以只能等下半年的需求上来,
这样好日子才会更好。

由于实际的销售的吨数减少,
当然operating expenses 也下跌,
无论如何安裕的成本优势一如往常。

我个人最开心的就是看到银行利息越来越少了,
很简单,固定资产表里的借贷几乎没有了。
只剩下流动资产的借贷,就是借贷买原料的钱。
所以,利息很低了。
至于盈利缴税,是2466万。一个季度就缴这样了,
一年岂不是要缴税1亿给税务局?



资产表方面,也没有什么好评论的了。
全部都合理,在库存上升的同时,
应付款项却更少了。
库存依然是大马业界第一,
在上升的趋势,只有这样能赚更多的钱。

结语,

这篇文章不是为了进一步推动股价而来的,
股价是不是低估,当然会计算的人都知道。
目前,连续四季度的EPS是46.99分。
给个PE8X的话,大约RM3.76。

安裕是有能力写下2017EPS 50分的。
如果有大缺货的现象,或原料维持低价,
那还会有更多惊喜。

如果以派息60%的政策来说,
股东是有可能收到接近30分的股息的。
只要管理层可以维持这样的成绩长达3年,
那管理层的grant, 股东也不会吝啬的。

Stock

2017-05-23 23:11 | Report Abuse

Calvin sochai...Duta Yap so stingy like KKB u think he will give u money?? U live in your own crave never know what happen...so sochaila u no wonder rank 226

News & Blogs

2017-05-23 23:01 | Report Abuse

I think we better privatise calvintaneng and delist this sochai from i3investor website

News & Blogs

2017-05-23 22:58 | Report Abuse

Calvintaneng famous for 自己讲,自己爽。。听听就好, 别认真

News & Blogs

2017-05-23 22:46 | Report Abuse

This calvintaneng muka tebal macam tembok. Tak tau malu

Stock

2017-05-23 22:40 | Report Abuse

Calvintaneng talking like roti canai. Pusing here and there. You are such a loser and liar

Stock

2017-05-23 22:09 | Report Abuse

Profit up 1240%, tomorrow busuk busuk limit up

Stock

2017-05-23 22:07 | Report Abuse

Calvin forget his perisai and dutaland result bleeding? Waka ka kakakak

Stock

2017-05-23 22:00 | Report Abuse

Mr Kyy so quiet recently

News & Blogs

2017-05-23 21:22 | Report Abuse

Good write up!! Tomorrow limit up

Stock

2017-05-23 20:43 | Report Abuse

Tomorrow limit up?

Stock

2017-05-23 20:25 | Report Abuse

Haha...holland Calvintaneng another chun chun call...profit drop so much...tomorrow limit down

Stock

2017-05-23 20:23 | Report Abuse

AnnJoo, Ssteel, MBSB, Lionind etc. All hoseh

Stock

2017-05-23 20:20 | Report Abuse

Follow Leo Ting sifu sure hoseh...dont play play with my Leo Ting Sifu, I follow him diam diam and earned alot

Stock

2017-05-23 18:08 | Report Abuse

Alamak...10 mil profit?

Stock

2017-05-23 18:01 | Report Abuse

Q report out!!!

Stock

2017-05-23 17:25 | Report Abuse

Kama's secretary save the file now. Start log in Bursa Website

Stock

2017-05-23 17:01 | Report Abuse

I remember duit sifu call buy AYS below 30c...geng

Stock

2017-05-23 16:58 | Report Abuse

Alamak...why cant hit 60c?

Stock

2017-05-23 15:54 |

Post removed.Why?

Stock

2017-05-23 14:57 | Report Abuse

Where is calvintaneng?

Stock

2017-05-23 13:26 |

Post removed.Why?

Stock

2017-05-23 09:55 | Report Abuse

AGM started. All sit down quietly listen to Kama talking

Stock

2017-05-23 08:06 | Report Abuse

Today if no 60c i diok

Stock

2017-05-22 21:09 | Report Abuse

Panic? Sell to me lo

Stock

2017-05-22 20:47 | Report Abuse

Paper sifu ask buy, i sai lang without asking!!

Stock

2017-05-22 20:42 | Report Abuse

Tomorrow drop is a good opportunity to buy

Stock

2017-05-22 18:47 | Report Abuse

糊涂sifu already warn next Q result will not be good. Is time to take profit

Stock

2017-05-22 17:40 | Report Abuse

As usual calvintaneng pump and dump...pity those chase at 1.80. Btw, Calvintaneng perisai just announce result making another Q of losses at 65 mil or -5.18 EPS or -1,500% compare QoQ last FY. Holland loh. No wonder calvintaneng rank 226

Stock

2017-05-22 17:18 | Report Abuse

52c resistance broken. Closed 53c very nice closing. Tomorrow gap up and above 60c

Stock

2017-05-22 14:25 | Report Abuse

Oil now usd51 above...apa takut? And north sabah deal approved and announce anytime. Sure rocket up

Stock

2017-05-22 09:35 | Report Abuse

Today 58c closing?

News & Blogs

2017-05-21 21:07 | Report Abuse

So many steel stock to buy, which one the best?

Annjoo, Ssteel, lion?

Mycron, choobee?

Prestar? Ays? Leonfb?

News & Blogs

2017-05-20 17:06 | Report Abuse

Calvintaneng chun chun call and he use his 3% of capital buy all the plantation stock?..haha...this backhand sochai calvintaneng now rank 223 lo

News & Blogs

2017-05-20 17:06 | Report Abuse

Calvintaneng chun chun call and he use his 3% of capital buy all the plantation stock?..haha...this backhand sochai calvintaneng now rank 223 lo

Stock

2017-05-20 16:55 | Report Abuse

Kama already said 67c to ensure minority no lose...so, monday minimal 67c mah

News & Blogs

2017-05-20 10:50 | Report Abuse

Hi Calvintaneng how are you? Why still rank 223? Are u ok?