Posted by kevin008 > 2017-10-10 14:56 | Report Abuse

already up 100% .now u only say shark throw...

Posted by Arlong > 2017-10-10 15:58 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/10/10/steel-prices-to-inch-upwards/

Posted by Up_down > 2017-10-10 16:29 | Report Abuse

Thanks leoting in supplying additional information of Alliance Steel....would be joining rebar market next year.

Posted by STC1136 > 2017-10-11 14:02 | Report Abuse

Most analyst always estimate Masteel is the lowest profit margin player among all 4 long steel player.

Some of it even estimated Masteel will only have 15 mil on Q3 results.

If Q3 masteel can not get more than 20 mil NP, i sold next day of Q3 results...

No point to keep a company share if they are not well managed......

Posted by MoneyFace88 > 2017-10-11 15:09 | Report Abuse

Masteel ok mah, there is margin of safety as NTA is higher than the price

Posted by erkongseng > 2017-10-12 10:48 | Report Abuse

Masteel 5098 @马鋼 Rm1.34 趁低買入，小而美，红股后调整完，随着鋼价的上升，它拥4亿多价值庫存己增值，短期目標价Rm1.55
只是分享，投资请三思且自负。
转贴：
@ 强势板块里淘宝找强势股 找出潜在40%涨幅牛股
12/10/2017

大马股票交易所大市虽疲弱，不过中小型股却有轮流炒作活动，工业制造指数更连续八天创新高，该板块里的优质股，料随大市水涨船高，未来三至六个月展望良好，股价存在上涨潜能。

《九点股票》编辑室本身的看法和做法将专注於强势板块，找出基本面强劲，公司盈利持续成长，估值合理的上市公司。编辑室经过一轮筛选，找出3家公司进行研究，并分享研究报告给白金会员。

《九点股票》编辑团队列为首选股名单的上市公司为：

马钢铁（MASTEEL 5098）
辉高（FAVCO 7229）
两发钢铁（LEONFB 5232）

《九点股票》从工业制造指数板块里，筛选出这三家公司，认为它们的估值合理，过去数个季度盈利呈现成长，今年的盈利也比去年更好，因此列进首选股名单。我们根据自设的基本面计算方式，发现有关股项的潜在空间有40%以上。

无论如何，以上股项需要持有一段时间，我们不进行对敲交易，同时也不认为一两个星期就可以出现涨势。

以下是我们将执行的投资计划：

马钢铁（MASTEEL 5098）：
《九点股票》会在1.32-1.35令吉买进，我们计算的目标价格是1.85令吉，止损价格为85仙。我们将持有它六个月，等待价值出现。

Posted by erkongseng > 2017-10-12 14:14 | Report Abuse

http://www.klsescreener.com/v2/news/view/291601

Posted by matrix5 > 2017-10-12 16:34 | Report Abuse

http://www.sinchew.com.my/node/1690488

Posted by erkongseng > 2017-10-12 17:22 | Report Abuse

http://gu.sina.cn/ft/hq/nf.php?symbol=RB0

Posted by I LOVE Hengyuan, SEXY BABE RM21 > 2017-10-12 18:40 | Report Abuse

Wow, er. You subscribe this?

Posted by I LOVE Hengyuan, SEXY BABE RM21 > 2017-10-12 18:42 | Report Abuse

They got give their f8ndamental calculation??

Posted by erkongseng > 2017-10-13 10:54 | Report Abuse

2017年10月12日星期四

5098 MaSteel 大马钢厂 Rm1.34 能否投资？
--Masteel Rm1.34 趁低買入，小而美，红股后调整完，随着鋼价的上升，它拥4亿多价值庫存己增
值，短期目標价Rm1.55。
--長钢四支都可进，个人觉得论公司股数，成交，股价，masteel更具赚副，兩季度EPs=10sen,估 计2017年12月止的财年可赚EPs=15sen,取pe=12,股价=RM 1.80 。
--原材料将维持现状，中国为最大钢铁生产与消费国，现有很大权力的定价权，未來1,2年钢价可企穩，国 内钢铁在反倾销税保护下，业者可保净利水平，公司存货与生产是並行的，之前的货现可卖到好价，masteel是被低估股票。合理价rm1.80
--现在股价rm1.34只是在本益比(pe)8.9倍交易,取2017全年eps=15sen计算.
--于30-6-2017公司CASH=3078万, 贷款=3.49亿, NTA=RM1.84
--库存为4.33亿 /3.10亿股数=RM1.39(个人简单计算).
--4%赚副,(个人简单计算): 年营业约12亿 乘以4%=48m ,
48M/310M 股数=RM0.15 ,PE=12,股价=RM1.80
--受益于马来西亚政府施加13.42％螺纹钢一种保障税率和线材13.9％，螺纹钢的线圈。
只是分享，投资请三思且自负。
--Prospects
Strong international steel prices driven by tight supply of finished goods and increase of raw materials costs have yet to be fully reflected in local steel prices. The local demand for steel remains subdued while the roll out of many mega project is expected to only materialize in the next few quarters. The high price of imported steel together with increasing costs of raw materials present a potentially conducive condition for the margins of the Company's products to improve in the near term.



http://kongsenger.blogspot.my/2017/10/5098-masteel-rm134.html

Posted by davidtslim > 2017-10-13 14:42 | Report Abuse

https://klse.i3investor.com/blogs/david_masteel/135149.jsp

Posted by Arlong > 2017-10-13 14:49 | Report Abuse

螺纹钢“王者归来”
https://wallstreetcn.com/articles/3034863

Posted by investor77 > 2017-10-13 15:50 | Report Abuse

if year eps is around 24 cents, then Masteel worth to invest as PE less than 10,

Posted by erkongseng > 2017-10-13 20:38 | Report Abuse

http://www.gtgqw.com/showhysj142922.html

Posted by coffeemoney > 2017-10-14 18:17 | Report Abuse

MASTEEL ANNJOO PMETAL SSTEEL ARE DOING VERY WELL.

ONLY THE SHIT CSC STEEL STILL SLEEPING, DESPITE THEY ARE STILL A PROFIT-RUNNING COMPANY.

Posted by erkongseng > 2017-10-16 07:38 | Report Abuse

All in today,buy buy buy,see a good Q3 profit coming soon.

Posted by WM Niaga > 2017-10-16 07:50 | Report Abuse

Ok2. Tq bro

Posted by erkongseng > 2017-10-16 08:10 | Report Abuse

http://www.gtgqw.com/showhysj142925.html

Posted by paktua73 > 2017-10-25 16:42 |

Post removed.Why?

Posted by angsp > 2017-10-26 09:27 | Report Abuse

when fly?

Posted by paktua73 > 2017-10-26 09:51 |

Post removed.Why?

Posted by Job Liew Chee Fool > 2017-10-26 15:41 | Report Abuse

When the quarter report will be released??

Posted by Arlong > 2017-10-26 16:16 | Report Abuse

lai liao ! lai liao !! most of the steel counter up

Posted by Arlong > 2017-10-26 16:34 | Report Abuse

break 1.30 wall !!

Posted by Arlong > 2017-10-29 10:31 | Report Abuse

TOKYO: China’s drive to improve air quality is proving a boon to global steelmakers.

Nippon Steel & Sumitomo Metal Corp, Japan’s biggest producer, enjoyed a nine-fold surge in first-half profit as China’s crackdown on pollution and bloated industrial capacity lifted prices to the highest level in more than five years.

Posco, the largest South Korean mill, said on Thursday it expected to reap higher earnings in the fourth quarter, while Hesteel Co in China has seen profit more than double in the first nine months.

Net income at Nippon Steel climbed to 99.15 billion yen (US$868mil) in the six months ended Sept 30 from 11 billion yen a year earlier, the Tokyo-based company said in a statement yesterday. That was more than the 85 billion yen it forecast in July.

Read more at http://www.thestar.com.my/business/business-news/2017/10/28/steelmakers-gain-as-china-cleans-skies/#EM30BOyKRErPPRMo.99

Posted by angsp > 2017-10-30 17:03 | Report Abuse

When can fly?

Posted by STC1136 > 2017-10-30 17:09 | Report Abuse

13/11/17 will fly

Posted by auyong > 2017-10-30 21:20 | Report Abuse

2nd tranche of pp is coming. It wont fly until fully subscribe

Posted by kevin008 > 2017-10-30 21:35 | Report Abuse

they can direct subscribe 1 shot loh.
i tot they dy sold all the 1st tranche haha..end up wan to buy more haha
think something or news happen..just wait n see

Posted by STC1136 > 2017-10-31 09:03 | Report Abuse

Agreement to subscribe to the newly issued Placement Shares
Subject to the terms and conditions of the Supplemental Agreement and in
consideration of the subscription by the Investor of the Committed Subscription, the
Company hereby grants to the Investor:
(a) the right to initially subscribe up to 14,500,000 Subscription Shares
(“Tranche 1 Subscription Shares”)*;
(b) the right to further subscribe up to 5,000,000 Subscription Shares (“Tranche
2 Subscription Shares”); and
(c) the conditional right to further subscribe up to 4,800,000 Subscription Shares
(“Tranche 3 Subscription Shares”).

Posted by STC1136 > 2017-10-31 09:05 | Report Abuse

1st Tranche 14.5mil done.
2nd Tranche 5 mil only
3rd Tranche 4.8 mil.

if got 3rd Tranche, total share will roll to 320 mil share.

Posted by STC1136 > 2017-10-31 09:13 | Report Abuse

The price range should between 1.21 to 1.26. Any price below 1.20 consider super cheap price.

Posted by auyong > 2017-10-31 14:52 | Report Abuse

Steel counter moving but masteel unchanged due to pp

Posted by kevin008 > 2017-10-31 18:49 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5588973

direct 2.5m hehe ..no worry abt this pp..tmr maybe another 2.5m haha

Posted by JayC > 2017-11-01 14:18 | Report Abuse

they are smart to complete the PP before quarterly report because it will be a spectacular quarter

Posted by Slam Drum > 2017-11-01 15:22 | Report Abuse

hi.. i am new here .. what's mean of pp ?

Posted by koowakzai > 2017-11-01 15:24 | Report Abuse

Private placement

Posted by Slam Drum > 2017-11-01 16:03 | Report Abuse

no wonder keep selling down, when will complete pp ?

Posted by kmohan62 > 2017-11-01 20:13 | Report Abuse

Pp is a positive sign of better things to come...most likely a commendable quarterly result is imminent..

Posted by Scoobydo > 2017-11-02 10:01 | Report Abuse

Hmm....keep dropping. When qr out?

Posted by STC1136 > 2017-11-02 10:40 | Report Abuse

looks like margin call for someone on Masteel, cause by Ekovest??

Make sense....

Good opportunity to collect as i said 1.21 to 1.26...

I have collected more on 1.22 today.....

Posted by Scoobydo > 2017-11-02 10:44 | Report Abuse

Perhaps wana drop until 1.16....pp price

Posted by gong_kia > 2017-11-02 11:21 | Report Abuse

eyes pain seeing my unrealized loss because of Masteel..

Posted by edison5351 > 2017-11-02 11:39 | Report Abuse

buy more now when is low, to lower your average purchased price.

Posted by onlyinvestment > 2017-11-02 12:45 | Report Abuse

Yes , I strong confidence in Q3 result. I just collected some at last week when price drop to 1.26

Posted by paktua73 > 2017-11-02 14:57 |

Post removed.Why?

Posted by Scoobydo > 2017-11-02 16:17 | Report Abuse

Big shark keep throwing for past 2 days...gona drop big soon?

Posted by dalpinia > 2017-11-02 16:25 | Report Abuse

https://www.lme.com/en-GB/Metals/Ferrous/Steel-Scrap#tabIndex=2