MALAYSIA STEEL WORKS (KL)BHD

KLSE (MYR): MASTEEL (5098)

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Last Price

0.33

Today's Change

0.00 (0.00%)

Day's Change

0.32 - 0.33

Trading Volume

776,000


18 people like this.

14,813 comment(s). Last comment by rizal2020 2 days ago

Babiyou8

94 posts

Posted by Babiyou8 > 2017-11-27 20:40 | Report Abuse

dun fool by sakai

Babiyou8

94 posts

Posted by Babiyou8 > 2017-11-27 20:45 | Report Abuse

u all kena con by fake name...adui

monsun

6 posts

Posted by monsun > 2017-11-27 21:32 | Report Abuse

just look at his selection in Jan 2016. what a joke.."long term investor" my ass


Blog: Stock Pick Year 2016 [Closed] - 72 Participants + 126 self managed

Jan 3, 2016 04:55 PM | Report Abuse

Dear Editor,

Please kindly submit this revised list to the organiser

Favco 10,500 shares at Rm 2.74 = Rm 28.770

Chin Well 9500 shares at Rm 2.10 = Rm 19,950

Focus Lumber 7,000 shares at Rm 2.88= Rm 20,160

T.Guan 7,600 shares at Rm 2.14 = Rm 16,264

CanOne 3,000 shares at Rm 4.56 = Rm 13,680

Total cost Rm 98,824

Koon Yew Yin

monsun

6 posts

Posted by monsun > 2017-11-27 21:34 | Report Abuse

he has been asking you to sell masteel since jun 2017

http://klse.i3investor.com/servlets/cube/post/yewyin33.jsp

monsun

6 posts

Posted by monsun > 2017-11-27 21:36 | Report Abuse

that time, masteel was roughly rm1

xman44

59 posts

Posted by xman44 > 2017-11-27 21:45 | Report Abuse

I have only 2 trading methods for MASTEEL.
IF the price goes up to 1.60 or Higher, I will add 50% more shares;
OR IF the price goes down to 1.45 or Lower, I will add 100% more shares.
My TP1 = 1.72, TP2 = 2.40.

Bleh

106 posts

Posted by Bleh > 2017-11-27 21:46 | Report Abuse

List down please :)

Babiyou8

94 posts

Posted by Babiyou8 > 2017-11-27 22:51 | Report Abuse

monsun new id..
yewyin33 fake id..

cheoky

2,823 posts

Posted by cheoky > 2017-11-27 23:30 | Report Abuse

Kyy forgot to add see profit but no cadh flow here... sale treasury n private placement for wat? Expansion or daily operation requirement?

Posted by Investor5711 > 2017-11-27 23:37 | Report Abuse

Fake kyy, sigh....

Tom

2,984 posts

Posted by Tom > 2017-11-27 23:46 | Report Abuse

假如没有otb的帮忙,他就只不过是一条虫

Posted by Invest_168 > Nov 27, 2017 11:09 PM | Report Abuse

身为一位得高望重的投资界前辈,他的言行举止都被大家所关注,而且有其一定的影响力。照理来讲,那种夜郎自大,自吹自擂的言论实不应该出自于一位得高望重的投资界老前辈。令人难于相信!唉~~~~

Tom

2,984 posts

Posted by Tom > 2017-11-28 00:15 | Report Abuse

[转贴]

楼主| 发表于 2016-12-2 16:43 | 只看该作者
本帖最后由 leo_ksting 于 2016-12-2 17:26 编辑


看了标题,以为X老也开始注重BA(Business Analysis) 了。
四面论的一个面。
结果看了是唱黑钢铁股。。。。

看了内容。。没有意见。。。
大致上就是房产过剩, 钢铁需求疲弱。

虽然没有数据支持,
但是实际的经验告诉我房产大多是使用廉价进口钢铁的。
现在进口钢铁被抽保护税,
固然不会全部导致房产商转向本地钢铁,
但是实际上进口钢铁少了,
会有部分的房产商提高本地的钢铁使用量。

本地钢铁销售额维持,
但是毛利却上升了。
只要基建工程的继续派发,
长钢的生意就会维持。

扁钢最大的几个用途是
屋顶结构
工厂覆盖面
管线 - 圆管和方管
还有很多其它下游加工用途,
跟房产无关。

至于今天下午过后,
钢股的卖压应该就是这个文章引起的。
就是T+3,T+4抄低的又卖出,
难道庄家立刻推高给抄到底部的人大赚么。

至于暴风大,问到是不是X老出货。。
我不确定他到低使用多少子弹在中钢,
明的暗的,
以下个季度派息12仙-15仙以上,
现在的价格来计算,DY有6%-7%.

而且中钢每个季度在上升,
下个季度也会继续上,
我不确定他是否会违背自己的选股准则.

最后最后,

在工厂忙碌出货的这时写这篇文章,
就算不是全部钢铁厂下季度会交出好成绩,
也会绝大部分交出好成绩.
所以,我依然持有主要和部分二线的钢铁股

Tom

2,984 posts

Posted by Tom > 2017-11-28 00:18 | Report Abuse

Invest_168,你看上面的文章就知道某老人(那条虫)在干什么了

Albukhary

3,005 posts

Posted by Albukhary > 2017-11-28 00:53 | Report Abuse

Why government take action against Stanlxx Thxx but not against Kxxx Yxx Yxx?
He also support DAP mah..
Somemore he always influence the share market..

pantor

335 posts

Posted by pantor > 2017-11-28 00:53 | Report Abuse

Anyone still remember his recommendation on FGV and mudajaya?

yewyin33

315 posts

Posted by yewyin33 > 2017-11-28 05:37 | Report Abuse

A company's profit depends on several factors such as costs for production, selling price, revenue, competitors etc. Masteel's current good profit indicates that the company has overcome all its obstacles or challenges. But investors must look at the future profit growth prospect.

Yes, the current price of Masteeel's products which are mild and high tensile steel rods for concrete construction is going up but the cost of its raw materials, steel scrapes is also going higher. Moreover, the cost of coke is also going higher. As a result, profit margin will be squeezed.

You cannot dismiss the fact that Masteel's products depend largely on the property market. If properties cannot sell, Masteel profit will be reduced. You must ask if next year property sales will improve or not? What about the year after next?

I see many readers are angry with me because they do not like to hear what I said. Only time will tell who is right or wrong. I hope I am wrong so that all the angry readers can make more money. I have nothing to lose because I did not buy any Masteel share.

I regret that I bothered to make comments here, although I have good intention. I have no Masteel shares, I have no business to comment here! This is my last comment. Sorry for the mistake of making unpleasant comments and sorry if I am eventually wrong!

yewyin33

315 posts

Posted by yewyin33 > 2017-11-28 05:52 | Report Abuse

I know Mr Ooi Teik Bee very well and he is very good in his investing system basing of FA and TA. But he does not look at the company's business and its market outlook. Yes, Masteel's current FA and TA are very good but what about next year and year after next?

You must be wondering why I am writing at this unearthly hour? I normally sleep for about 4 hours and I take a break for about 1 hour to exercise my brain, then I go back to sleep for about 3 or 4 hours.

funkyway

630 posts

Posted by funkyway > 2017-11-28 06:26 | Report Abuse

Thank you Mr Yewyin. I shall take profit first thing when market opens

worldbaba

174 posts

Posted by worldbaba > 2017-11-28 06:31 | Report Abuse

Will sell and use my profits for jaks and sendai

Ananas

109 posts

Posted by Ananas > 2017-11-28 07:16 | Report Abuse

I dont think Yewyin33 is KYY.

kevin008

1,360 posts

Posted by kevin008 > 2017-11-28 07:21 | Report Abuse

he jealous masteel keep going up haha
i tot otb same gang with him one??
how come 1 say good 1 say bad??
apa lu mau?

kevin008

1,360 posts

Posted by kevin008 > 2017-11-28 07:29 | Report Abuse

Masteel’s current good result is due to the late payment by developers and contractors. They could not pay within the 30 days credit limit.

this laugh die me...1st time see profit link with late payment

kevin008

1,360 posts

Posted by kevin008 > 2017-11-28 07:46 | Report Abuse

ya only jaks and sendai is super golden shares
other shares are sure loss shares haha

Posted by onlyinvestment > 2017-11-28 08:11 | Report Abuse

Actually I still unbelieved you're KYY , a Master would't like this. But I need want share some my thinking to everyone , if we can earning money now ,why we need wait another 2 or 3 yrs ? Market is a very fast moving ,you only can estimate a company future but you cant guarantee company future . You can said Masteel may no good performance in next year I also can say Vietnam maybe no good in next 3 yrs. But what I can confirmed is , I making money in Masteel now , and I also can see or estimate , I may continue earning money in Masteel till to I sold .This is only sharing , not offering and not is buy called. Pls make judgement before buy/sell.

Posted by onlyinvestment > 2017-11-28 08:13 | Report Abuse

We no need argue here , let us wait the market and share price do the talking . If drop and you cant hold then sell , if up and you think earning enough then sell . Very simple game rule.

Aaron Ong

33 posts

Posted by Aaron Ong > 2017-11-28 08:38 | Report Abuse

tp 1.7 incoming very soon

Albukhary

3,005 posts

Posted by Albukhary > 2017-11-28 08:46 | Report Abuse

Yup, agreed with onlyinvestment, if we can make money now, why need to wait 2-3 year.
Somemore the longer period it involve, the highest chance changes will happen.

For example, 3 years ago, no one will expect oil price will drop to USD30 per barrel.
3 years ago, no one expecting Bitcoin will go up to USD8000.

aslm

379 posts

Posted by aslm > 2017-11-28 08:51 | Report Abuse

Ok everyone, we stop arguing now. If not trust the stock, just sell. If you have confident, then just hold until your target price achieved. Wish all make good money from stock market, including Mr. Koon as well.

Aaron Ong

33 posts

Posted by Aaron Ong > 2017-11-28 09:19 | Report Abuse

Sandra85 typical herd mentality hahaah. Listen to what people say without doing own research and study

pilot20

138 posts

Posted by pilot20 > 2017-11-28 09:29 | Report Abuse

Buy on weakness.. Sandra85 you can go back to your Sendai and jaks.

Ooi Teik Bee

11,481 posts

Posted by Ooi Teik Bee > 2017-11-28 09:40 | Report Abuse

Dear Kevin008,

I had bought Masteel at very low price and kept it for > a year. I still hold Masteel now.
No intention to sell until my target price is reached.
Please read Mr Koon's comments and do your homework.
Nothing wrong to have different opinion.

Thank you.
Ooi

csl1991

245 posts

Posted by csl1991 > 2017-11-28 10:06 | Report Abuse

Holding tight for my personal TP of RM2.70...

tianwang

176 posts

Posted by tianwang > 2017-11-28 10:15 | Report Abuse

wow...can buy cheaper price now...

kmohan62

484 posts

Posted by kmohan62 > 2017-11-28 10:16 | Report Abuse

....if you have invested in Masteel....and now you feel doubtful about its prospect moving forward...just because someone cast aspersion on its mid to long term prospect.. and you are in panic mode and decide to dump it...then that someone has succeeded in his quest to suppress the price of Masteel so that he or she can swoop it in the cheap...just remember...this is an investment grade stock...when one where to take into account its fundamentals,management ability and prospect going forward..i.e.possibility of dividend payout,bonus etc...

aslm

379 posts

Posted by aslm > 2017-11-28 10:21 | Report Abuse

mr. koon should very happy now because he can buy Masteel at cheaper price now. cheers to everyone!

Tom

2,984 posts

Posted by Tom > 2017-11-28 10:27 | Report Abuse

tell you what.....without otb, kyy is just a piece of shit....
Thank you.

kevin008

1,360 posts

Posted by kevin008 > 2017-11-28 10:34 | Report Abuse

i understand what both of you doing..u think only u hold more than a year ar?
(and i dun think u hold > year, cause someone subscribe under you and keep update weekly about ur list)
if u dun hold any share of this counter why comment so much, what intention u wan?
will u defense if i told all the bad things about sendai and jaks?? logic or not?

Tom

2,984 posts

Posted by Tom > 2017-11-28 10:41 | Report Abuse

终于有人发觉到这个问题了.....我都懒得shoot他,他还以为全是他的功劳,其实leoting的文章才是无私的分享

Posted by kevin008 > Nov 28, 2017 10:34 AM | Report Abuse

i understand what both of you doing..u think only u hold more than a year ar?
(and i dun think u hold > year, cause someone subscribe under you and keep update weekly about ur list)
if u dun hold any share of this counter why comment so much, what intention u wan?
will u defense if i told all the bad things about sendai and jaks?? logic or not?

Ooi Teik Bee

11,481 posts

Posted by Ooi Teik Bee > 2017-11-28 10:43 | Report Abuse

kevin008,
I did not say anything bad about you.
I just tell you I still keep Masteel.
I did not defence Mr Koon, what type of interpretation you have.
Thank you.
Ooi

Posted by Investor5711 > 2017-11-28 10:45 | Report Abuse

Sandra you're idiot collect below 1.4? In your dream haha

kevin008

1,360 posts

Posted by kevin008 > 2017-11-28 10:45 | Report Abuse

okok ..time will tell who is correct hehe

stncws

10,637 posts

Posted by stncws > 2017-11-28 10:46 | Report Abuse

possible drop to 1.35....collects 135 140 !!!

Nx350

180 posts

Posted by Nx350 > 2017-11-28 10:47 | Report Abuse

Don wait lah...

Nx350

180 posts

Posted by Nx350 > 2017-11-28 10:47 | Report Abuse

U turn lol

kevin008

1,360 posts

Posted by kevin008 > 2017-11-28 10:49 | Report Abuse

macquarie bank still got 4.8m shares pp..wait they finish sin haha

Ooi Teik Bee

11,481 posts

Posted by Ooi Teik Bee > 2017-11-28 10:50 | Report Abuse

Dear Kevin008,

I had bought Masteel at very low price and kept it for > a year. I still hold Masteel now.
No intention to sell until my target price is reached.
Please read Mr Koon's comments and do your homework.
Nothing wrong to have different opinion.

Thank you.
Ooi

Dear reader here,
Is there anything wrong with my message ?

Did I claim credit for recommending Masteel ?

Thank you.
Ooi

stncws

10,637 posts

Posted by stncws > 2017-11-28 10:51 | Report Abuse

kyy ask u sell.. he buys...
kyy ask u buy...he sell

kevin008

1,360 posts

Posted by kevin008 > 2017-11-28 10:51 | Report Abuse

Mr OTB ..this is my homework i did
i think is much more better than his statement " Masteel’s current good result is due to the late payment by developers and contractors. They could not pay within the 30 days credit limit. "

MASTEEL 大马钢厂之外汇,税务,地理位置,外资优势。

最近长钢股一发不能收拾。当然主要是因为钢筋steel bar和钢胚steel billet价格上涨了不少,i3每天都有人在跟进。只要未来几年中国减产,大马进口税保持就huat了

对于Masteel(图1)接下来9月业绩QoQ容易突破吧,去年才RM1.243m。除了长钢价钱稳稳,当然还有其他方面对公司未来很好的分析....

Refer to http://www.bursamalaysia.com/market/listed-companies/company-announcements/5413449
根据年报2016,外汇方面(图2和3),由于截止dec16 欠款trade payable和 trade deposit有外汇美金(大约RM141m)。所以最近马币走强对于公司是外汇收益forex gain的(大家可以看看Q1,Q2)。看看trade deposit 还有5个cargill合约RM39m在谈着。

税务方面(图4), reinvestment 和 capital allowance 接近夸张的RM242m。这些未来可以扣税的。(大家可以看看Q1,Q2 effective tax rate都少过24%)

地理位置方面(图5),公司工厂在PJ 和 Klang。公司有运输和时间的优势。尤其最近开工的MRT2 和颁发的LRT3。

外资方面(图6),最近很火的macquarie bank也有投资14.5m share。不懂第二笔9.8m公司还会给它吗。这次PP全部是用来还loan的,以后银行利息finance cost肯定减少。大家都知道macquarie bank 是澳洲银行。难道它看好公司在澳洲的发展。最近有四五间本地出名房地产公司在那里房屋销售不错。而公司一直都有出口长钢去那里。

Ooi Teik Bee

11,481 posts

Posted by Ooi Teik Bee > 2017-11-28 10:52 |

Post removed.Why?

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