Posted by mr x > 2015-03-11 09:27 | Report Abuse

dont miss the train, its a high speed type offer once in a life time kikikikikiki

Posted by mr x > 2015-03-11 09:36 | Report Abuse

from reliable sources, they have been working very hard to secure this 1,23b rail job, chances are they will get it, time will prove it , good luck kikikikikki

Posted by balvin71 > 2015-03-11 09:44 | Report Abuse

Mr x, you had called this in February. Your information is very good. Any indication of target price?

Posted by linjie > 2015-03-11 10:14 | Report Abuse

RM2.5 soon

Posted by mr x > 2015-03-11 12:25 | Report Abuse

balvin71, to 2.5 very possible, should be more, kikikikikiki

Posted by balvin71 > 2015-03-11 12:49 | Report Abuse

Wow!!! I picked up some more this morning @ 0.85. If can double up, I would be very happy. :-))

Posted by presleyken88 > 2015-03-13 15:04 | Report Abuse

when to up...wait so long ad...

Posted by mr x > 2015-03-15 21:17 | Report Abuse

for sure the signing of mcn rail project will happen, be patient

Posted by presleyken88 > 2015-03-17 17:02 | Report Abuse

no volume...no kick...better run 1st

Posted by presleyken88 > 2015-03-20 10:00 | Report Abuse

diu~~ when to start active

Posted by arep > 2015-03-20 10:49 | Report Abuse

Wow...why the sudden spike? any idea anyone??...i'm new to stocks

Posted by linjie > 2015-03-23 14:22 | Report Abuse

大马钢厂总有出头天
Author: Tan KW | Publish date: Mon, 23 Mar 2015, 12:01 PM



2015-03-23 11:32



大马钢厂（MASTEEL，5098，主板工业产品股）（2015年2月上市）是我国五大综合钢厂公司之一，业务是生产高拉力异形钢筋、软圆钢条以及钢胚产品。
大马钢厂拥有68个国内代理商以及几家国际贸易行，贸易伙伴来自澳洲、纽西兰、印尼、新加坡、泰国、越南和菲律宾。
该公司生产设施坐落在灵市51区以及巴生武吉拉惹，地理位置使得该公司拥有成本优势，因为运输成本较竞争者为低。
钢胚厂年产能50万公吨，而轧钢厂年产能为55万公吨（2015年中可达到这个水平）。
马钢厂已拨出1亿令吉资本开销兴建新轧钢厂，地点靠近现有巴生武吉拉惹钢胚厂附近。由于不断提升生产效率，新的轧钢厂预料最终将使集团整体年产能于2016年提升至65万公吨。
成本优势
大马钢厂是其中一家可以在竞争环境下良好生存的钢厂，小型的生产设施使它可以更容易调动，加上新轧钢厂位于熔炉厂附近，提供稳固中期盈利增长前景。
马钢厂使用电弧炉（EAF）将金属废料提炼成为钢胚，这产品可被压轧成为钢条，供应给房地产和建筑领域。使用金属废料的成本，远比铁沙价格为低。
过去的资料显示，金属废料价格的涨幅，远比铁沙价格为低，因为：1）铁沙是从巴西和澳洲进口，而金属废料则是来自本地；2）铁沙价格非常波动，因为供应是由世界三大厂商控制（即力拓、淡水河谷以及必和必拓）。
在2014财年第四季，大马钢厂是少数在竞争剧烈的市场取得净利的上市公司；由于有良好的业绩记录，它将可以安然度过价波动的时期。
第四季业绩卓越
大马钢厂于2014财年第四季，取得450万令吉净利（按季增174%），使全年净利增至1580万令吉。
兴业研究认为业绩表现标青，因为在第四季有一笔820万令吉未兑现外汇亏损，使得部份净利被侵蚀。
尽管售价下跌，以及来自进口的钢铁竞争，但依然可以取得更高的钢铁销量，使得整体营收按年增长5.6%。
管理层预测，钢条于2015年的销量将增加，这将加强集团2015财年的业绩。
由于国内建筑业获得公共和私人发展计划的支撑，所以，市场对钢条的需求量也会保持蓬勃。
政府在2015财政预算案中，继续保持基本建设计划，例如新高速公路和捷运等的开销在4850亿令吉水平，所以，国内建筑领域备受看好。
建筑订单陆续流入
联昌国际研究也预测，未来12至24个月，建筑领域的订单将会进一步扩大，因为政府将积极提升公共交通设施，包括推行捷运、轻快铁和单轨火车，以及落实巴生谷地区的高速大道计划。
估计政府还有约1500亿令吉的合约准备发放，这将是过去10年来最高的合约总值。
其他的好消息，包括即将落实的计划当中，有60%是属于私人界的类别，余下的政府直接开支，或是政府所推动的计划。
另外，据悉第十一个马来西亚计划将于6月份公布，这是政府朝向2020年高收入国宏愿迈进的最关键计划，与过去的计划一样，预料受惠的将是建筑领域。
依斯干达火车计划乐观
2011年1月9日，马钢厂与大马统一合作（KUB，6874，主板贸服股）成立一家股权60：40的联营公司———Metropolitan Commuter Network私人有限公司，提呈在依斯干达区兴建和营运世界级载客火车的建议书。
尽管已经5年了，马钢厂仍然对这项计划抱着乐观的看法。
今年1月，它提呈更新的建议书给交通部进行检讨。
此外，该集团也在与几名潜在的投资者商讨，以获得这项计划的融资。
根据大马钢厂透露，它继续与关键的利益关系人进行正面的讨论，各方都承诺要让这计划落实。
负面因素已反映
处于0.81令吉水平，大马钢厂是在2016财政年6.4倍本益比水平交易，比5年平均本益比9倍折价28%。
在股价对净有形资产方面，它处于股价对账面价值0.33倍的水平交易，比钢铁领域折价23%，也比5年平均0.42倍折价25%。
此外，大马钢厂也获得2014财年至2017财年28%的复合平均净利年增长率的支撑。
风险
●区域产能持续过剩，以及全球经济放缓。
●原料价格下跌，使钢铁价面对下跌压力及打击存货的信心。
●进口钢铁的竞争持续加剧。

Posted by kk123 > 2015-03-25 15:43 | Report Abuse

Looks like its coming

Posted by stevenlcw > 2015-04-09 15:57 | Report Abuse

y raise so high?

Posted by Hustle > 2015-04-10 09:02 | Report Abuse

Big fish disposing

http://finance.yahoo.com/news/traveled-across-china-returned-terrified-191804474.html

Posted by arep > 2015-04-10 11:20 | Report Abuse

will china's market effects masteel much??

Posted by Hustle > 2015-04-10 16:26 | Report Abuse

Of course, with current low RM, China steel export can give more discount rate compared to this peanut. If you are the local contractor you choose local made or import?

Posted by Hustle > 2015-04-10 16:29 | Report Abuse

After the MP salary rise, not sure they still have enough capital to build the railway that link to S'pore or not, the project have the high possibility to be call off anytime

Posted by matakuda > 2015-04-27 22:08 | Report Abuse

http://www.theedgemarkets.com/my/article/masteel-expects-delay-submission-audited-fy14-accounts

Posted by matakuda > 2015-04-28 09:14 | Report Abuse

This is how the major shareholder victimise the minority shareholders who do not know what exactly has happened to the account.

Posted by cckkpr > 2015-04-28 09:43 | Report Abuse

We are in deep shit this time. Auditors has dug a hole.

Posted by linjie > 2015-04-28 10:05 | Report Abuse

trap, why the big boss still exercise warrant few days ago and keep exercise ?

Posted by Andre Kua > 2015-04-28 10:13 | Report Abuse

Steel price has taken a hit for the last few months. I think most company also 'beautify' their account.

Just wondering what did they do that the auditors disagree nia.

Posted by linjie > 2015-04-28 10:15 | Report Abuse

relaks la, they've been fundamental strong and doing business for so long, same boss also

Posted by wisdomtot > 2015-04-28 12:10 | Report Abuse

20% discount..mega sale... panic selling, oversold region, break below bollinger band... stop feeding the shark, become the shark instead..

Posted by eeynaw > 2015-04-28 12:15 | Report Abuse

Should cut loss or average down?? Huhu..

Posted by tanbb > 2015-04-28 12:17 | Report Abuse

shit again...

Posted by tjhldg > 2015-04-28 12:23 | Report Abuse

hehehehe .... tembak 2 lorry ,,,,,kikikikiiiiiiiiiiiiiiiiiiiii

Posted by calvintaneng > 2015-04-28 12:48 | Report Abuse

tjhldg boss

Be careful. I think you better sell on any rebound. I saw 2 no good signs in Masteel

No.1 On 30/12/2014 MD Tai Hean Lean disposed over 4 million Masteel shares at 80 cents.

No2. On 3/4/2015 From Reported Bursa Website There is A Filing that Tai Hean Lean exercised 2 million Masteel Warrants at 67 cents.

However, a Check with OSK RHB Website - Direct Link to Bursa showed only 200 shares (Less than one lot) was done. There is a gross discrepancy here.

Was the exercise of Warrants on 3/4/2015 2 million shares or just a tiny weeny 200 shares?

So I think something is very questionable here.

Just be careful. I treat you as a good friend.

Regards from Calvin

Posted by tjhldg > 2015-04-28 12:55 | Report Abuse

i see ...thanks calvin :) ...i willl ... just in my 2 cents view .. this company wont easy go down la.. 1 of the best steel company that listed in bursa ... thanks ya

Posted by tanbb > 2015-04-28 13:01 | Report Abuse

reload and keep..baguss tu..

Posted by linjie > 2015-04-28 13:04 | Report Abuse

tembak 5 lori.... market will adjust the price align with the fundamental

Posted by linjie > 2015-04-28 13:06 | Report Abuse

panic sell, over sold, han pa lan sell, fast fast sell, run run run

Posted by calvintaneng > 2015-04-28 13:08 | Report Abuse

Yes tj, Masteel is the best Long Steel player in the market.I hope you make good money.

Posted by rlch > 2015-04-28 13:08 | Report Abuse

Masteel got involve in MRT project in Iskandar right? Just check major shareholder exercise 2million warrants at 67sen this month.

Posted by Alex Chan > 2015-04-28 13:09 | Report Abuse

What are they hiding?

Posted by linjie > 2015-04-28 13:10 | Report Abuse

coming from behind, eat u all first

Posted by linjie > 2015-04-28 13:11 | Report Abuse

later end of the month result out as usual, rebound strong

Posted by The One > 2015-04-28 13:55 | Report Abuse

Was it also bcoz of this:

"Masteel is delaying the filing of its annual accounts as well as the auditors and directors’ report for FY14. The annual accounts would be delayed beyond the filing deadline of April 30, 2015. Masteel said Bursa Securities would suspend trading in its shares on May 12 if the company failed to submit the annual audited financial statement for FY14."

Hmm..

Posted by Alex Chan > 2015-04-28 14:01 | Report Abuse

4th month after closing still cannot conclude, they must be hiding something BIG...
Expected huge losses...

Posted by rlch > 2015-04-28 15:23 | Report Abuse

Why Tan major shareholder convert his warrant at 67sen this month?

Posted by Hustle > 2015-04-28 15:49 | Report Abuse

Must be having big project with 1MDB huhu

Posted by linjie > 2015-04-28 16:21 | Report Abuse

Masteel (Outperform, TP: RM1.10): 2014 financial results filing delayed. Malaysia Steel Works (KL) (Masteel) is delaying the filing of its annual accounts as well as the auditors and directors’ report for FY14. The annual accounts would be delayed beyond the filing deadline of April 30, 2015. Masteel said Bursa Securities would suspend trading in its shares on May 12 if the company failed to submit the annual audited financial statement for FY14 (AFS 2014). The company said the delay in the release of the 2014 audited financial statement was due to the external auditors requiring more information to complete the audit. (StarBiz)

Posted by tanbb > 2015-04-28 16:28 | Report Abuse

hopefully will rebound back as usual..

Posted by rlch > 2015-04-28 16:34 | Report Abuse

Why latest Public Bank TP maintain at RM1.10?
http://klse.i3investor.com/servlets/ptg/5098.jsp

Posted by Arefiq84 > 2015-04-28 16:34 | Report Abuse

Just slight delay...will rebound soon..masteel is a good company..

Posted by linjie > 2015-04-28 16:36 | Report Abuse

ppl still throwing like mad

Posted by calvintaneng > 2015-04-28 16:40 | Report Abuse

Correction!

Attention tjhld boss besar

I just doubled check with OSK RHB. They say it is 2,000,000 shares exercised at 67 cents for Masteel Wt.

So I think below 67 cents is quite safe as it is the price insider paid to exercise warrants

Rich,

I think Public Bank is most probably correct. Teh Hoong Peow people are quite conservative.

Posted by The One > 2015-04-28 17:23 | Report Abuse

Looks like high probability Masteel may rebound tomorrow based on the late buying rate @0.670 near closing and the almost 20% drop was too drastic for a day. Gudluck everyone.

Posted by Alex Chan > 2015-04-28 17:56 | Report Abuse

Be careful...look at Perwaja
All those years of profit, creative accounting ?