Posted by IvanC > 2021-06-23 16:59 | Report Abuse

if want to goreng shoulder wait rm1.90 but current steel stock is like Glove stock 9 months ago. When shoulder wave come everyone will crazy again and think they are smarter then market. End up market teach them a lesson

Posted by SEE_Research > 2021-06-27 01:12 | Report Abuse

SEE_Research https://klse.i3investor.com/blogs/see_research/2021-05-22-story-h1565208435-NOW_SHOWING_The_Trilogy_of_FAST_FURIOUS_Shows_PART_11_UPDATED_NUMBER_3_.jsp
22/05/2021 11:15 PM
==========================================

KSSC /5192

To :all the investors,
1. who had taken buy consideration on
22 May 2021, at that time, it was super cheap RM 0.67,
and
can reap super great harvest as this stock is on uptrend mode to RM 2.00.

2. From 28 June 2021, onwards,
it will be good to include
KSSC in your watch list,
for super uptrust mode with potential limit up process.

Posted by morganlee > 2021-06-27 10:55 | Report Abuse

Steel industry will be entering into a supercycle like gloves, except that it will be longer and stronger!

Posted by joyd12345 > 2021-06-27 14:39 |

Post removed.Why?

Posted by SEE_Research > 2021-06-27 15:43 | Report Abuse

https://klse.i3investor.com/blogs/see_research/2021-06-27-story-h1567059317-NOW_SHOWING_The_Trilogy_of_FAST_FURIOUS_Shows_PART_11_3_M_means_MONEY_B.jsp

Posted by Bgt 9963 > 2021-06-28 08:38 |

Post removed.Why?

Posted by joyd12345 > 2021-07-05 15:35 |

Post removed.Why?

Posted by apple168 > 2021-07-06 15:19 | Report Abuse

本地厂房无法运作，政治动荡，钢铁股价突破新高有难度。

Posted by apple168 > 2021-07-12 06:15 | Report Abuse

https://guangming.com.my/6%e6%9c%88%e8%87%b3%e4%bb%8a%e6%b2%92%e7%87%9f%e6%a5%ad-%e9%8b%bc%e9%90%b5%e6%a5%ad%e8%99%a7%e4%ba%8630%e5%84%84

Posted by Yong Meng > 2021-07-12 15:18 | Report Abuse

https://menginvestlife.blogspot.com/2021/07/050.html 050 - 钢铁行业状况

Posted by ming > 2021-07-14 20:20 | Report Abuse

https://www.chinapress.com.my/20210714/15%E6%97%A5%E8%87%B317%E6%97%A5-emco%E5%8C%BA%E5%8F%AF%E8%A3%85%E5%8D%B8%E9%9D%9E%E5%BF%85%E9%9C%80%E5%93%81/

Heading to china

Posted by Will76 > 2021-07-15 16:20 | Report Abuse

Covid19 cases record today at 13,215. EMCO in Selangor & KL likely to be extended for another 2 weeks from tomorrow. That means STEEL FACTORIES IN SELANGOR & KL WILL LIKELY CONTINUE TO BE CLOSED FOR ANOTHER 2 WEEKS.

Posted by joyd12345 > 2021-07-16 14:38 |

Post removed.Why?

Posted by mrbusiness > 2021-07-17 10:21 | Report Abuse

Please be considerate of people's feeling when you give comment. How you and your family will feel when someone curse you "Die die die"? Ha...

Posted by jackfruit > 2021-07-17 10:29 | Report Abuse

Good thing about ann joo is the management have good rapport with the chinese steel manufacture. With high prices in china ann joo can export 50 per cent of their production capacity to china.

Posted by jackfruit > 2021-07-17 10:34 | Report Abuse

Futher more ann joo source their iron ore localy. Thus safe some cost here.

Posted by ming > 2021-07-17 19:48 | Report Abuse

2017 steel price around RM 2700/mt, share price RM 4
2021 steel price around RM 3100/mt, share price RM x

I own steel stocks.. pls forgive me to post only positive thing but hide the bad factor.. xD

Posted by Bgt 9963 > 2021-07-18 11:18 |

Post removed.Why?

Posted by wallstreetrookie > 2021-07-19 08:06 | Report Abuse

Inflation Rate YoY JUN to be announced on Friday Jun 23

Posted by wallstreetrookie > 2021-07-19 08:12 | Report Abuse

“The steel industries outside of China will potentially enter a renaissance period,” said Tom Price, head of commodities strategy at Liberum Capital Ltd. in London. “We could see a turnaround story there because those economies just need their steel.”

Developments in China are key, given it produces more than half of the world’s steel, mostly with coal-fired blast furnaces. The government has signaled it no longer wants to bear the huge environmental burden that entails, so it’s seeking to curb production through measures such as firming up guidance on capacity swaps and removing export tax rebates.

“Restrictions almost certainly will come into place,” said Tomas Gutierrez, Asia editor and head of data for Kallanish Commodities Ltd. “Steelmakers overseas can sleep a little easier.”

18 July 2021

Posted by KFKF > 2021-07-19 11:33 | Report Abuse

Iron and steel will allowed to resume its production in phase 2....all the best in very soon timing

Posted by ming > 2021-07-21 18:06 | Report Abuse

【热点追踪】
在钢铁去产能政策指导下，国内部分钢厂已公布检修计划。以江苏省为例，1-6月合计粗钢产量6358万吨，增幅12.77%，为完成全年的指标，下半年江苏主导样本钢厂需压减产量400万吨以上。为了满足国内市场需求，进口半成品再轧制成了大部分钢厂的首选。中国钢厂正在积极寻找钢坯进口机会。
据Mysteel获悉，近期市场普方坯进口价格大约在710-725美元/吨CFR江阴港，周环比上涨24-28美元/吨。部分来自印度的低价资源，大约在700美元/吨，但考虑到印度疫情可能造成的船只无法靠岸或停留14天才能进港，大部分买家对印度资源保持谨慎

Posted by wallstreetrookie > 2021-07-22 12:05 | Report Abuse

Cannot use US inflation data on Malaysia. Wait and see until Friday when inflation data will be released for June and later from Malaysia Steel Institute.

Posted by wallstreetrookie > 2021-07-22 12:06 | Report Abuse

Definitely not easy to play steel companies

Posted by ming > 2021-07-23 02:34 | Report Abuse

Selling price up, cost drop !


除了限产之外，钢材利润也迎来了修复。从期货市场可以看到，自7月以来，成材端螺纹钢主力合约价格上涨10.59%，原材料端焦炭价格仅上涨4.03%，铁矿的价格则是下跌了1.34%。原材料的价格表现明显弱于成材。近两周螺纹钢、热轧、冷轧吨钢盈利分别上涨264元/吨、213元/吨、303元/吨，钢材利润的大幅修复也有助于钢铁企业的业绩的提升。


中信证券认为，限产的深入乃大势所趋，随着后续限产的正式落地，持续看涨下半年的钢材价格和利润，且预期钢材利润在三季度有望超越二季度的水平。而长期来看，碳中和是工业品未来5-10年的重大主题，钢铁行业碳排放占全国总量的18%，压减粗钢产量、调整生产结构势在必行。

Posted by ming > 2021-07-25 18:03 | Report Abuse

我的钢铁网数据显示，截至7月22日，本周钢材总库存量2141.2万吨，周环比减少15.57万吨，连续两周环比下降。其中，钢厂库存量616.98万吨，周环比减少14.58万吨。

与此同时，铁矿石存在库存积压的情况。数据显示，截至7月23日，全国45个港口铁矿石库存总量为12848万吨，库存总量连续五周增加。

上海有色网研究团队表示，近期多家钢厂高炉陆续进行检修，钢厂原料采购放缓，港口库存有望继续累积。随着国内钢企减产范围逐渐扩大，未来铁矿石需求存在压缩空间，加上部分钢企增加中低品矿使用，铁矿石价格仍有下行的可能。

光大证券表示，截至7月22日，铁矿石期货价格大幅下跌，钢材期货盘面利润升至1109 元/吨，钢材期货价格表现远好于原料端，显示市场对远期行业盈利水平持较为乐观的态度。伴随各地陆续出台粗钢产量压减工作要求，粗钢供应收缩预期有望带动钢材现货价格表现优于原料，未来，钢铁行业盈利能力或将进一步提升。

中信证券认为，下半年随着钢铁限产政策落地，原料推动钢价的现象将难以重演，钢材价格和利润结构将更合理，绝对价格难迎监管压力，钢企三季度利润有望超过二季度。

Posted by ming > 2021-07-25 18:09 | Report Abuse

With the recent policy for steel production cut:

>Steel supply reduce, selling price up
>Iron ore demand reduce, raw material price down

Outcome: PROFIT MARGIN for steel mills BOOM !!

Posted by joyd12345 > 2021-07-26 09:12 |

Post removed.Why?

Posted by IvanC > 2021-07-26 13:41 | Report Abuse

successful predict 1.90 goreng shoulder one month ago. Who had buy can take profit around 2.50

Post those supply summarize shit don't know for what? so when buy or sell?? got advice??? can help u earn money???

Posted by learningdaily > 2021-07-27 10:10 | Report Abuse

https://klse.i3investor.com/blogs/AmInvestResearch/2021-07-27-story-h1568814140-Stocks_on_Radar_Ann_Joo_Resources_6556.jsp

Posted by joyd12345 > 2021-07-28 23:11 | Report Abuse

"Many other critical sectors such as the iron and steel, non-metallic mineral industries, rubber-based product manufacturers (except rubber gloves) will continue to close under Phase 1 of the NRP.

____________

July 21, 2021 @ 2:57pm

KUALA LUMPUR: The Federation of Malaysian Manufacturers (FMM) today urged the government to allow the non-essential sector, including manufacturers, to operate at 50 per cent workforce capacity before they succumbed to permanent closure.

FMM president Tan Sri Datuk Soh Thian Lai the government should consider this call, regardless of their location in states placed under Phase 1 or Phase 2 of the National Recovery Plan (NRP).

"Kedah, Selangor, Negri Sembilan, Melaka, Johor and the Federal Territories of Kuala Lumpur, Putrajaya and Labuan remain in Phase 1 with only 12 essential sectors allowed to operate at 60 per cent workforce capacity, while other states have transitioned to Phase 2 in stages starting July 5.

"Many other critical sectors such as the iron and steel, non-metallic mineral industries, rubber-based product manufacturers (except rubber gloves) will continue to close under Phase 1 of the NRP.

"This continuous closure is killing them, especially the MSMEs, as they are running out of reserves to stay afloat," he said in a statement, today.

Posted by lamy92 > 2021-07-29 22:56 | Report Abuse

Aluminum today breakout 5years high..steel stock stanby for tomolo

Posted by ming > 2021-07-30 01:16 | Report Abuse

钢材期货刷新逾两个月高位！财政部、税务总局：8月1日起，取消部分钢铁产品出口退税

金融界网站
07.29
17:35
关注
本文源自:金融界网
金融界网7月29日消息 今日，国内期货市场，钢材期货午后强势上行，螺纹钢、热轧卷板主力合约刷新逾两个月高位。其中，热卷最高升至6113元/吨，收涨超3％，成交量环比增加33％，持仓量增逾1成，整体资金流入11亿元。
业内人士表示，本周全国建材社会库存继续下降。供应受减产影响，全国高炉产能利用率下降，铁水产量小幅回落。需求方面则受疫情以及台风天气等因素影响，需求端受到压制。另外，全国五大钢材品种总库存仍连降3周，五大钢材品种产量降至1006.84万吨，逼近5个半月低位，其中热卷产量减少12万吨，螺纹产量减6.31万吨。
此外，今日中国钢铁工业协会召开中钢协第六届会员大会二次会议，会议上提出“十四五”时期，钢铁行业要增强资源保障能力，将消除不利于铁矿资源开发的政策性障碍，加快国内铁矿资源开发，提升国内铁矿资源自给率。
财政部、税务总局：8月1日起，取消部分钢铁产品出口退税
据财政部官网7月29日下午消息，财政部、税务总局联合发布《关于取消钢铁产品出口退税的公告》，将自2021年8月1日起，取消本公告所附清单列示的钢铁产品出口退税。具体执行时间，以出口货物报关单上注明的出口日期界定。

此前，据知青人士，对部分钢材产品征收出口关税旨在管控钢材价格和钢材产能产量，讨论中的税率范围大致在10％到25％之间，出口关税涉及热卷等品类的钢材产品。
中信证券钢铁首席分析师唐川林表示，5月份我国钢价开始下跌，但海外钢价坚挺，导致价差大幅扩大，出口不降反增。目前海外钢铁仍然处在短缺状态，加大关税有望进一步增加海外短缺局面，进而抵消政策效果。
此外，下半年钢铁的缺口仍然非常大，按照限产目标测算，下半年全国限产在18％，而需求也会出现负增长，即使考虑部分的钢材回流，预计下半年行业有5％以上的缺口。而且下半年钢铁结构更好，原料跌出来钢铁利润，钢价的绝对价格反而不会很高，不太会迎来监管的重点关注。预计下半年的钢铁利润情况大概率会超越上半年。
机构：需求旺季来临 钢价有望保持偏强震荡
在全国压产的大背景下，增加钢材出口关税的政策，有望使后续的去库速度加快，在短期对钢材的出口量有一定的影响。
华联期货评论指出，当前减产政策落地以及天气因素对钢厂生产造成影响令产量明显下降，而极端天气抑制建材需求释放，钢材呈现供需双弱格局。但钢材库存出现淡季去库显示供需边际好转，短期供应收窄驱动钢价行情，未来需求旺季来临有望接力，钢价继续保持偏强震荡运行。
华泰期货表示，考虑到今年海外经济恢复和钢材消费的增加，我国钢材净出口的减量，增加钢材出口关税的政策，必将引起海外钢价的大幅上涨，继续导致内外价差扩大，部分钢材保持出口利润，出口通道继续打开，仍需关注税率最终是否会给出超市场预期的比例。

Posted by joyd12345 > 2021-07-30 14:34 |

Post removed.Why?

Posted by m3379 > 2021-07-30 17:05 | Report Abuse

ANNJOO is based in Penang which is under Phase 2, right?

Posted by Lioncity > 2021-08-06 17:51 | Report Abuse

Waiting for Gomen to announce phase2. Should not be too far away liao.

Posted by wiseinvest89 > 2021-08-06 18:01 | Report Abuse

AnnJoo is based in Selangor.

Posted by wallstreetrookie > 2021-08-09 16:00 | Report Abuse

Malaysia Industrial Production YoY Jun beat estimates by 1.6%

Posted by Bgt 9963 > 2021-08-09 17:18 |

Post removed.Why?

Posted by wallstreetrookie > 2021-08-11 05:58 | Report Abuse

Malaysia Inflation Rate YoY JUL August 25 2021

Posted by Bgt 9963 > 2021-08-11 08:41 |

Post removed.Why?

Posted by wallstreetrookie > 2021-08-16 05:33 | Report Abuse

Malaysia 10Y Government Bonds hold steady at 3.224% suggesting cyclicals may lead the market for the next quarter.

Posted by Bgt 9963 > 2021-08-16 08:59 |

Post removed.Why?

Posted by learningdaily > 2021-08-17 09:00 | Report Abuse

good morning!

Posted by wallstreetrookie > 2021-08-17 14:18 | Report Abuse

Malaysia Inflation Rate JULY TBA next week

Posted by wallstreetrookie > 2021-08-18 10:07 | Report Abuse

Any prediction? Most forecast 4-5%

Posted by wallstreetrookie > 2021-08-18 10:15 | Report Abuse

Annjoo Resources Berhad to report earnings next week

Posted by greedy44444 > 2021-08-19 23:42 | Report Abuse

Elsewhere, mining stocks tumbled as Fed fears combined with further signs of Chinese action to reduce pollution from its heavy industry. Freeport-McMoran (NYSE:FCX) stock fell 4.8% as copper and gold both came under pressure, while Vale (NYSE:VALE) ADRs fell 5.2% as Beijing imposed stricter curbs on pollution from the steel industry. Steel prices have been weakening for some weeks now amid disruption to the Chinese economy from floods and Covid-19 lockdowns. Iron ore prices fell another 12% in Singapore overnight.

Posted by chia88 > 2021-08-20 17:53 | Report Abuse

Annjoo price dropped 14c at last 1 trading hour and is there profit dipped?

Posted by autoven > 2021-08-21 14:15 | Report Abuse

steel price drop....so drop 14c