Posted by JN88 > 2018-03-09 13:12 | Report Abuse

川普签署公告对进口钢铝课征关税 墨西哥和加拿大获豁免

美国总统川普當地時間周四宣布对进口钢铁和铝分别征收25%和10%的关税，但豁免了墨西哥和加拿大，未如先前他所承诺的那样对所有国家课税。

在新闻发布会上，川普形容钢铝倾销行为是“对我们国家的袭击”，最好的结果是把企业迁到美国来，他还坚称基于国家安全的理由，国内生产制造很有必要。

“如果你不想缴税，就把你的工厂迁到美国来，”他说。

美国政府官员在特朗普讲话前的新闻吹风会上先通报了计划细节。政府方面透露，还有其他国家可以适用豁免，不过关于何时给予他们豁免的细节很少。

川普为“在贸易方面公平对待我们的国家”提供了豁免，此举意在对加拿大与墨西哥施压，要这两国在似已陷入僵局的北美自由贸易协定(NAFTA)谈判中让步。

川普也要求欧盟做出让步，称欧盟不公平对待美国汽车，并威胁对欧洲输往美国的汽车上调关税。

川普宣布之前，由于美联社报导了主要细节，美股扩大涨幅。标准普尔500指数最终收涨0.45%。

Posted by JN88 > 2018-03-09 13:13 | Report Abuse

Trump only want to gain more in business , he not mean to kill other.

Posted by csl1991 > 2018-03-09 14:35 | Report Abuse

Seems like the dust has settled

Posted by cpng > 2018-03-09 15:22 | Report Abuse

US missile targeting metal related,who dare to goreng ?

Posted by VincentTang > 2018-03-09 15:30 | Report Abuse

Parliament dissolve soon. Be careful.

Posted by KAQ4468 > 2018-03-09 15:39 | Report Abuse

Hng33 mana ???

kah kah

sudah lari ka ?

Posted by GG_Liang > 2018-03-09 16:16 | Report Abuse

China rebar price dropping for the third day

Posted by paktua73 > 2018-03-09 17:15 |

Post removed.Why?

Posted by SuperPanda > 2018-03-09 18:53 | Report Abuse

Wow OTB promoter

Posted by STC1136 > 2018-03-09 19:08 | Report Abuse

Masteel Management start execute buy back at 0.965 to 0.985, weired....They sold not mistaken last batch at Dec 17, then now is the time to buy back?


http://www.bursamalaysia.com/market/listed-companies/company-announcements/5720045

Posted by STC1136 > 2018-03-09 19:09 | Report Abuse

Good sign on Q1 2018 results?

Posted by jasontan1177 > 2018-03-09 22:29 | Report Abuse

monday rebound ...share buyback is good news

Posted by doremi > 2018-03-09 22:53 | Report Abuse

根據美國商務部資料，2017 年美國鋼、鐵和鐵合金進口額年增 38% 至 335 億美元。美國北邊鄰居加拿大是最大單一來源國，占進口 15.6%。

至於川普最愛提到的貿易逆差國中國則位居第 11 名，僅占 2.7%。前 10 大鋼鐵進口來源如下：

加拿大：52 億美元，15.6%
巴西：30 億美元，9.1%
南韓：28 億美元，8.3%
俄羅斯：27 億美元，8.0%
墨西哥：24 億美元，7.1%
日本：16 億美元，4.8%
德國：15 億美元，4.6%
土耳其：12 億美元，3.7%
台灣：12 億美元，3.7%
南非：9 億美元，2.9%
美國前 10 大鋁材輸入來源

美國 2017 年鋁和氧化鋁進口額年成長 32%，最大供應來源一樣是加拿大，占 40%，遠超過其他供應來源。此外，專家認為造成全球鋁材市場嚴重供應過剩的中國，則是位居第 2。前 10 大鋁材進口來源如下：

加拿大：69 億美元，40%
中國：17 億美元，9.7%
俄羅斯：16 億美元，9.1%
阿拉伯聯合大公國：14 億美元，8.0%
巴林：6 億美元，3.5%
阿根廷：5 億 4,700 萬美元，3.2%
德國：3 億 9,200 萬美元，2.3%
印度：3 億 7,100 萬美元，2.1%
澳洲：3 億 6,200 萬美元，2.1%
南非：3 億 4,000 萬美元，2.0%
新舊關稅知多少

華盛頓皮特森國際經濟研究所（Peterson Institute for International Economics）貿易專家波恩（Chad Bown）表示，截至 2017 年底，超過 60% 的美國進口鋼材受到關稅等現行貿易壁壘限制，遠高於大多產品僅平均 4% 遭受進口限制。

據波恩估算，在今天祭出的關稅政策下，將使美國這些金屬進口價值減少 142 億美元。但波恩說，這當中只有 6 億 8,900 萬美元源自中國，其餘全來自美國在歐洲的軍事盟友、加拿大、日本和南韓。

Posted by Ooi GC > 2018-03-10 09:12 | Report Abuse

U.S. eases way to more tariff exemptions under pressure from allies

For the full story:
http://www.investing.com/news/economy-news/us-allies-line-up-for-exemptions-from-trumps-tariffs-1333860

In my opinion, it is very unlikely from the beginning that Trump will impose this tariff and import duty. Too many industries are at risk, and their local steel manufacturers may emerge as winner from this, but many more industries will suffer, automaker, f&b maker that uses tin, and even industry that processes imported steels. More losers in the US itself than gainers. Why would he proceed with this? What is he trying to achieve?

Posted by PanjiAlam55 > 2018-03-10 10:07 | Report Abuse

so u guess monday, will drop or up? but to rich 1.00 is impossible...red eyes coming back next week.

Posted by RedEagle > 2018-03-10 10:28 | Report Abuse

RedEagle Trump,
Jong Un

to meet
May 2018

Next week bounce back

Posted by pakatan_harapan2 > 2018-03-10 11:41 | Report Abuse

Pakatan promise no GST. So the money must come from paying less to steel companies like Masteel, Annjoo which BN now overpay.

Posted by PanjiAlam55 > 2018-03-10 11:47 | Report Abuse

Pakatan never promise if they win GE14 and be Govt to up market share right,,,hehehe

Posted by VincentTang > 2018-03-10 12:30 | Report Abuse

China rebar price keep dropping. Parliament dissolve soon. Be careful.

Posted by abang_misai > 2018-03-10 12:33 | Report Abuse

Any web link to Chinese rebar price chart? Thanks

Posted by aslm > 2018-03-10 13:10 | Report Abuse

本地长钢价钱已经和中国脱钩了。还在发呆。

Posted by riko > 2018-03-10 15:11 | Report Abuse

Monday will move back to 1.0x , that is confirmed.
Apa lan stock pun up....

Posted by abang_misai > 2018-03-10 16:10 | Report Abuse

Mampus. Downtrend intact.

http://www.sunsirs.com/uk/prodetail-927.html

Posted by IBanker > 2018-03-11 11:36 | Report Abuse

(IBanker) Masteel - The Big U-Turn From Now https://klse.i3investor.com/blogs/ibanker/150353.jsp

Posted by TheLegend27 > 2018-03-11 18:43 | Report Abuse

careful. steel will drop hard if parliament dissolve.

Posted by Mohd Fahmi Bin Jaes > 2018-03-11 18:48 | Report Abuse

klse.i3investor.com/blogs/SASARANHARGASTOCK/150359.jsp

Posted by life123 > 2018-03-11 22:13 | Report Abuse

http://www.steelphone.com/2016/map/index.html

still above 4k rmb, previous lowest was 4k rmb

Posted by tallman > 2018-03-11 23:25 | Report Abuse

Look like 2 sharks are fighting.

Posted by cpng > 2018-03-11 23:40 | Report Abuse

东南亚各国将会是中国钢铁的垃圾场，因为非常靠近，运费低廉，直接来这里倒垃圾。

马国去年开始就对入口的钢铁征税平均12%，但是随着美国也开征更高的25%关税，马国再度面对大量中国钢铁傾消的情况。

全球的钢铁也只有中国在大量向全世界各地傾销，根据中国外贸总局2017年数据，其中2%钢铁16亿美元卖来马国。

中国钢铁没有直接出口美国，但是中国利用第三个国家，再将钢铁卖去美国，其中中国钢铁有16%是卖给韩国。

我们就非常奇怪，韩国浦项钢铁是全球第三个大厂，他们家韩国还入口中国钢铁？

其实这就是中国方面玩臭的肮脏手段，先去韩国再转运美国，韩美有自由贸易协定。

现在好了，美国下个月起，全部海外钢铁要收25%关税，除了加拿大及墨西哥，也就意味非常有效封闭中国钢铁偷偷从第三个国家外销美国。

那时候中国钢铁就会涌入其他国际市场，特别是东南亚地区，非常靠近中国，运费低廉，而钢铁价格便会暴跌，马国的12%关税，肯定不能阻止中国钢铁再度大量涌入。

Posted by cpng > 2018-03-11 23:42 | Report Abuse

So beware any metal related counters.

Posted by JN88 > 2018-03-12 00:12 | Report Abuse

12% got 6% GST mo?

Posted by JN88 > 2018-03-12 00:13 | Report Abuse

I think now China will sell to Mexico and Canada according to what you mention.

Posted by VincentTang > 2018-03-12 07:51 | Report Abuse

China rebar price dropping. Parliament dissolve very soon. Be careful.
http://www.sunsirs.com/uk/prodetail-927.html

Posted by IBanker > 2018-03-12 08:11 | Report Abuse

Would probably move up to previous level again. Smart investors will catch this opportunity and buy later, understand that the recent correction is on the basis of fear, mainly. I’ll buy Masteel later, anything below RM1, I’ll take it. :)

Posted by wingold > 2018-03-12 08:46 | Report Abuse

whoever bought during panic selling phase will reap the benefits soon

Posted by williamlim94 > 2018-03-12 08:48 | Report Abuse

https://themalaysianreserve.com/2018/01/30/malaysia-pushes-infrastructure-projects/

malaysia is among the South-East Asian nations that have pledged to spend billions on infrastructure developments, as the country seeks to further boost its economic prominence.

Last year during the tabling of Budget 2018, the government allocated billions of ringgit for infrastructure developments, paving the way for the country to provide a much needed support system for the economy.

Among the projects listed include the valued RM32 billion Mass Rapid Transit Line 2 (MRT2) and the Pan-Borneo Highway or PBH (RM2 billion).

Also, there is the much talked about high-speed rail (HSR) linking Malaysia and Singapore which is estimated to cost more than RM50 billion.

The 11th Malaysia Plan or 11MP (2016-2020) has placed an even greater priority on public transport — especially connectivity from rural areas to the cities. Some of these projects have started and are at various stages of development.

Posted by williamlim94 > 2018-03-12 08:49 | Report Abuse

Masteel is based in KL
https://themalaysianreserve.com/2018/01/23/skyworld-launch-rm2b-projects-2h/

SKYWORLD Development Sdn Bhd plans to develop projects worth RM2 billion in gross development value (GDV) by the second half of 2018 (2H18).

Founder and group MD Datuk Ng Thien Phing said the upcoming projects would comprise high-rise residential developments, a commercial hub, as well as the remaining phases of SkyAwani Series 3, which was unveiled at the end of 2017.

He said the upcoming projects would remain in the heart of Kuala Lumpur (KL), particularly the Gombak area, as it is the anchor location for the KL-based property developer.

“Despite the current soft sentiment in the property market — particularly the high-rise segment due to rising excess stocks, I am confident that our upcoming projects would continue to garner high response from our targeted buyers,” he told reporters at the unveiling ceremony of SkyWorld’s Quality Centre in KL yesterday.

“All of our residential components are priced affordably, between RM300,000 for our social housing projects (SkyAwani Series), and RM500,000 for other types of highrise projects aimed at the middle- and urban-affluent demographic,” he said.

“Therefore, our products are suited to fulfil the needs of urban dwellers, driven by its location and attractive pricing points.”

Among the projects that are in the pipeline are the Sky Meridien in Sentul KL — encompassing 780 units with about RM498 million GDV — and The Valleys at SkySierra with a total GDV of RM750 million.

A 4.5 acres (1.82ha) commercial hub in Setapak is also in the pipeline, which would house 46 units of threeand four-storey business suites.

Additionally, the remaining two towers of the SkyAwani Series 3 would be introduced within the stipulated time frame with a RM600 million GDV featuring 1,905 units. The first tower was launched in November last year.

The company is expected to strengthen its position in the central Klang Valley, utilising its remaining 130 acres of landbank, which has a potential total GDV of RM13 billion.

“We have no plans to expand outside of KL as, at the moment, we have ample of undeveloped land in KL at our disposal for future developments,” Ng said, adding that the company’s total unbilled sales currently stands at RM1 million.

SkyWorld unveiled a RM3.8 million new “Quality Centre” yesterday, aimed at championing QLASSIC/ CONQUAS quality commitments at all its developments in the city.

Posted by williamlim94 > 2018-03-12 08:54 | Report Abuse

https://www.mrcb.com.my/about-us/projects/

based from above website we can saw there is few mega project is launch in 2018 and the location is near masteel factory so there is a good signal for masteel have a very good demand.

Posted by JN88 > 2018-03-12 09:08 | Report Abuse

williamlim94: no they will not buy from masteel they will import from mexico and korea.... Fuel charges very cheap now ....brent oil only break USD 70.....

they will surely import from oversea, no tax no gst no transportation.

Posted by williamlim94 > 2018-03-12 09:13 | Report Abuse

JN88 but at lease 马国去年开始就对入口的钢铁征税平均12%,

Posted by wingold > 2018-03-12 09:17 | Report Abuse

broke rm1 resistance immediately upon market opening. Good good

Posted by williamlim94 > 2018-03-12 09:23 | Report Abuse

World steel markets unfazed by Trump’s tariff threat
https://www.hellenicshippingnews.com/world-steel-markets-unfazed-by-trumps-tariff-threat/

in Commodity News 09/03/2018
The prospect of 25 percent U.S. tariffs on steel imports has raised fears of a global trade war but steel producers outside North America believe they can weather the storm without too much disruption to their business or steel prices.

While the United States imported 36 million tonnes of steel in 2017, with Canada, Brazil and South Korea the leading suppliers, that was less than 8 percent of global steel market traded volumes of 473 million tonnes during the year.

Also, while tariffs would price some imports out of the U.S. market, analysts at consultants Wood Mackenzie estimate that at most 18 million tonnes would be diverted to other markets – or less than 4 percent of annual traded volumes.

“The volume is relatively small and won’t have a big impact on prices,” said Roberto Cola, vice president of the ASEAN Iron and Steel Council (AISC), which represents steelmakers in Southeast Asia.

Posted by JN88 > 2018-03-12 09:27 | Report Abuse

Trump increase 25%, mexico and canada comfirm will send their stock here..

Posted by JN88 > 2018-03-12 09:29 | Report Abuse

Mexico and Canada very near to Malaysia only...... Use GD express or Poslaju also can transport the steel here.... few million tonnes only ma...... After transport here, reach the Port then use lorry send the stock.... Lorry now very cheap.....from port to klang valley destination only rm1 ringgit like kankung price.

Posted by williamlim94 > 2018-03-12 09:34 | Report Abuse

JN88 No wonder, then i think i want place order for MEXICO AND CANADA Steel for 10k tonne d.as you said there is such cheap for mexico and canada steel. 1tonne=RM20 include transport.
because im doing in construction firm. HAHAHAHHAA

Posted by JN88 > 2018-03-12 09:44 | Report Abuse

Korean and China also very near to Malaysia, If you want fast to get ur stock avaiable, booking AAX i think they alble to help you send ur steel ....AAX zero fee now....4 hours reach Airport but later u ask ur worker go airport carry la.

Posted by williamlim94 > 2018-03-12 09:46 | Report Abuse

HAHAAHHAHHAHA

Posted by Ooi GC > 2018-03-12 09:52 | Report Abuse

Let's buy AAX because many flights from Canada and Mexico will be booked. Every one carries steel from there. Everyone can fly ma.

Posted by MrPauper > 2018-03-12 10:05 | Report Abuse

This JN88 might have got stucked in AAX?

Posted by cpng > 2018-03-12 10:21 | Report Abuse

http://gu.sina.cn/ft/hq/nf.php?symbol=RB0
Beware ! China all metal related futures plunging.