Posted by ks5S > 2017-02-22 09:36 | Report Abuse

ssteel very good ... mao tak deng

Posted by ks5S > 2017-02-22 09:37 | Report Abuse

buy ... will hit 1.70 soon. Super undervalue

Posted by ks5S > 2017-02-22 09:39 | Report Abuse

UP, UP, ON THE WAY

Posted by ks5S > 2017-02-22 09:40 | Report Abuse

FIERY DRAGON, CROUCHING PHOENIX

Posted by Tiger_shark > 2017-02-22 09:49 | Report Abuse

Annjoo already shown their true color, if profit margin of SS to follow annjoo of 9.7%, SS QR will be 70+mils EPS 16sen, Share price should have better than Annjoo

Posted by dalpinia > 2017-02-22 10:01 | Report Abuse

http://asia.nikkei.com/Markets/Commodities/Iron-ore-soaring-as-China-s-imports-surge

Posted by Tiger_shark > 2017-02-22 14:46 | Report Abuse

masteel revenue 345mils pbt 6.2mils np margin 1.2% EPS 1.67 the management not so good ?

Posted by moneySIFU > 2017-02-22 14:58 | Report Abuse

Tiger_shark, you may refer my previous comment on SSteel & Ann Joo:

------------------/-----------------------
moneySIFU Yesterday Spoken to a director of a public listed developer cum construction company who is based KL & asked which steel company they normally bought the steel bars from, he said they will source directly from the major steel producers because of sirim certification requirement.

According to him, SSteel is focusing on rebar & selling at cheaper price while ann joo is more focusing niche segments such as I-beam though ann joo also sells rebar.

That explains part of the reasons why ssteel has higher revenue but thinner margin while ann joo has lower revenue but higher margin.
12/02/2017 12:02

Posted by moneySIFU > 2017-02-22 14:58 | Report Abuse

Masteel is out now, they did bad when rebar price dip & now also bad when rebar price up.

Posted by Tiger_shark > 2017-02-22 16:03 | Report Abuse

Thanks moneysifu,
Party spoil by masteel bad result, seems like Dato seri still struggling

Posted by probability > 2017-02-22 16:19 | Report Abuse

totally agreed..:(

Posted by Tiger_shark > Feb 22, 2017 04:03 PM | Report Abuse

Thanks moneysifu,
Party spoil by masteel bad result, seems like Dato seri still struggling

Posted by nicky11 > 2017-02-22 17:22 | Report Abuse

Lolz, Masteel really is a spoiler...

Posted by dalpinia > 2017-02-22 19:14 | Report Abuse

Tomorrow will up again, Masteel bad QR means SST can be better as they competitors.... means Masteel orders took over by SST

Posted by erkongseng > 2017-02-22 22:26 | Report Abuse

http://www.100ppi.com/forecast/detail-20170222-118833.html
钢价强势拉漲。

Posted by Annetan > 2017-02-23 08:27 | Report Abuse

Really disappointing price performance

Posted by probability > 2017-02-23 14:26 | Report Abuse

anyone who wants to have a clear understanding on the basic fundamentals of steel processing, you only need to go through the 'single page' on the link below:


https://www.worldcoal.org/coal/uses-coal/how-steel-produced


its especially important and easier to understand by going through the process diagram shown in the middle of the page. It shows the basic two routes of processing BOF and EAF.

Posted by Tiger_shark > 2017-02-23 15:22 | Report Abuse

http://www.klsescreener.com/v2/news/view/195951

Posted by nicky11 > 2017-02-23 18:36 | Report Abuse

LIONIND result also very good lo. EPS: 8.07

Posted by probability > 2017-02-24 10:25 | Report Abuse

once masteel done with its selling...SS should wake up

Posted by Tiger_shark > 2017-02-24 11:14 | Report Abuse

if below 1.4 opportunity to buy as already confirm good quarter

Posted by erkongseng > 2017-02-25 13:20 | Report Abuse

best buy now,ssteel will go to rm 1.60 above late.

Posted by erkongseng > 2017-02-26 13:34 | Report Abuse

http://www.100ppi.com/news/detail-20170225-1013289.html

Posted by erkongseng > 2017-02-26 20:23 | Report Abuse

个人估算4月到期的钢铁保护税将继续延長，加上下来的季度净利都是利好。

Posted by erkongseng > 2017-02-27 05:32 | Report Abuse

http://www.100ppi.com/ba/detail-thread-41092-1.html
螺紋钢去库存化中等待黎明曙光。

Posted by erkongseng > 2017-02-27 08:12 | Report Abuse

钢铁第五报告之库存决胜篇!
http://leoting81.blogspot.my/2017/02/blog-post_24.html
感谢Leo 大的细心分析。

Posted by Warn3r > 2017-02-27 10:00 | Report Abuse

对不起，恕我愚昧，文中好像没有什么提到南钢。大致上比较看好Ann joo 和cscstel, 还是我没有看懂？

Posted by erkongseng > 2017-02-27 11:38 | Report Abuse

个人观点，南钢1,48价位明显低于价值。更有上升趋势。2元为目标价。

Posted by nicky11 > 2017-02-27 12:00 | Report Abuse

目前Ann joo 和cscstel 是长钢和扁钢的龙头, so 拿它们来做benchmark 是蛮正常的. 南钢的优点是现在价钱偏低，上升空间还蛮大的...

Posted by Albukhary > 2017-02-27 12:03 | Report Abuse

Based on SSTEEL latest EPS of 8 sen, it should worth at least RM2.00.

Posted by SuperMan 99 > 2017-02-27 15:45 | Report Abuse

All steel stocks red today, time to collect?

Posted by Johnnys > 2017-02-27 20:52 | Report Abuse

consolidate will over soon.

Posted by Warn3r > 2017-02-27 21:29 | Report Abuse

谢谢各位大大的解释。

Posted by pantor > 2017-02-27 21:47 | Report Abuse

ssteel dropped the least during consolidation, and i am sure it is ready to go up soon.

Posted by dalpinia > 2017-03-01 10:52 | Report Abuse

ready to shot up.....last chance to buy....next TP RM1.6

Posted by dalpinia > 2017-03-01 11:56 | Report Abuse

moving up now.....

Posted by pingdan > 2017-03-01 17:07 | Report Abuse

Finally move... What a relief

Posted by thinking > 2017-03-02 09:34 | Report Abuse

1.80 should be the bare minimum?

Posted by Warn3r > 2017-03-06 10:46 | Report Abuse

It's mostly moving side ways. >_<

Posted by Warn3r > 2017-03-06 11:19 | Report Abuse

Finally it moved. Let's not go back to 1.4+ level.

Posted by Tiger_shark > 2017-03-06 11:43 | Report Abuse

go go go

Posted by Albukhary > 2017-03-06 11:46 | Report Abuse

8.6 sen EPS per quarter, and this is no one off income, this EPS can be repeated on next quarter, just refer to the steel price and you will know. So worth at least RM2.00

Posted by Stock Kingdom > 2017-03-06 15:26 | Report Abuse

Finally get back to 1.50, more to come

Posted by Warn3r > 2017-03-06 16:46 | Report Abuse

LIONIND rose 20% today. Salivate. Hopefully we don't have to wait so long.

Posted by SuperMan 99 > 2017-03-06 16:54 | Report Abuse

Good closing today

Posted by Tiger_shark > 2017-03-06 17:22 | Report Abuse

@Albukhary, my target is 8x4x8=2.56. This is a realistic and achievable target

Posted by ks5S > 2017-03-06 18:16 | Report Abuse

tomorrow southern steel go up 10 cents

Posted by Albukhary > 2017-03-06 18:17 | Report Abuse

Hope tomorrow SSTEEL can move up 20% like LIONIND.

RM1.50 increase 20% = RM1.80.

Let pray hard tonight!

Posted by Warn3r > 2017-03-07 17:27 | Report Abuse

Couldn't hold RM 1.50 ground. =|
Tomorrow try again.

Posted by Albukhary > 2017-03-07 21:55 | Report Abuse

Yup, tomorrow try again.. If still cannot, then next week try again, next month try again....
I got holding power and I got patient, I will ride to Kuek Family together.

Posted by Tiger_shark > 2017-03-08 12:22 | Report Abuse

sit tight, going to fly