優秀的基本面分析者，應該學會孤獨。
好股稳中求（一）：浅谈聚美钢铁厂（Choo Bee）
聚美钢铁厂（CHOOBEE，5797，主板工业产品组）是一家生产圆管、开缝线圈及不锈钢管的钢铁厂。
钢铁价反弹已是一个趋势，因中国政府去产能的决心正加以贯彻地执行，而我国政府也针对入口征收反倾销税，虽只限冷轧钢卷，但也间接使我国的钢铁工业逐渐恢复一片蓬勃。
聚美钢铁厂的财务可以媲美中钢大马（CSCSTEL），零债务，是一家净现金公司，已经连续五年赚钱，没有过亏损。
据南洋商报早前的报道，聚美钢铁90%成本来自原材料，也就是热轧卷板。原材料价格持高，会直接拖累圆管、开缝线圈及不锈钢管的盈利赚幅，因之前公司大多向美佳钢铁（MEGASTEEL）拿货，售价较国际价格高出每吨500令吉。
高售价或削弱扁钢业者在区域的竞争能力，所以赚幅也会受压，因为成品价格是依据国际平均售价而定，所以聚美因此而无法转嫁出高成本。
但随着美佳钢铁早前已经结束在雪州万津的厂房营运，聚美钢铁所支付原料的价格，将会更加廉宜，这也说明为何最新的季度报告中，报出了五年以来最高的单季税后盈利，当然，这也和钢铁价上升有关。
以2016财政年的业绩来看，单单两个季度的每股盈利，就已经超越2015财政年全年的每股盈利。而今年最低价为1.34，最高价为1.72，目前正徘徊于1.70，以现在的钢铁行情来判断，下跌空间已经非常有限。
目前低调的聚美钢铁厂还在冬眠当中，持有它的投资者都觉得有点不耐烦了。但凡事都有正反两面，这也让手中还没持有钢铁股的投资者一个买进的机会。只要接下来的季报，聚美钢铁厂可以维持着每股9仙的盈利，那它要突破五年的历史新高——2令吉50仙，并不是不可能的事。
（纯属分享，买卖自负）
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
probability
Poly-us steel plant (CHOOBEE,5797, Board of industrial product group) is a manufacturer of pipe, open thread ring and stainless steel plant.
Steel price rebound is already a trend due to capacity of the Chinese Government is determined to carry out enforcement and our Government for anti-dumping tax on entrance, though only for cold-rolled steel sheet in coil, but also contributes to the gradual recovery of the iron and steel industry of our country prosperity.
Poly-us steel's financial rival steel horse (CSCSTEL), zero debt, is a net cash the company, has been making money for five consecutive years, without loss.
According to Nanyang business daily earlier reported that the poly-us steel 90% costs from raw materials, namely hot rolled coils. High raw material prices, it will directly drag pipes, open seams and stainless steel tubes of profit making sites, due to the mega company mostly before steel (MEGASTEEL) getting goods, priced at 500 ringgit per tonne higher than the international price.
High prices or weaken the steel industry's competitiveness in the region, so make a picture will also be affected by pressure, because product prices are based on the average international price, and Ju mei was unable to pass on higher costs.
But with mega steel ended earlier in Selangor Banting building operations, get paid by the American iron and steel raw materials prices, will be more expensive, it also explains why in the latest quarterly report, reported the highest quarterly profit in five years and, of course, which is connected to the increase in steel prices.
By 2016 fiscal year earnings, just two quarters of earnings per share, has gone beyond the 2015 fiscal year earnings per share for the full year. Lowest price this year to 1.34, the highest price of 1.72, currently hovering at 1.70, judging by today's steel market, space is very limited.
Current low poly-us steel mills are still in hibernation, its investors are feeling a bit tired. But everything has two sides, it also hands not holding steel stocks a buying opportunity for investors. As long as the next quarterly bulletin, poly-us steel plant can sustain a profit of 9 cents per share, it to break through the five-year record high of--2 million of 50 cents is not out of the question.
2016-09-13 20:20