[转贴] 【中钢奶牛】- CSCSTEL(5094)盈利节节高升，丰厚股息可期！- Harryt30 | I3investor

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[转贴] 【中钢奶牛】- CSCSTEL(5094)盈利节节高升，丰厚股息可期！- Harryt30

Tan KW

Publish date: Wed, 16 Nov 2016, 06:13 PM

Wednesday, November 16, 2016

CSCSTEL(5094)是今年最火热的钢铁股之一，【0债务】的资产更是冠绝钢铁领域。最新季度的盈利YOY进步137%，3个季度的盈利(参考上图)已经超越了去年。根据过往的平均派息记录来看，CSCSTEL的派息%都超过了 60%。因此明年2月的业绩出炉，CSCSTEL有望派发10 - 12仙或者更高的股息。

公司的盈利已经连续进步7个季度，所以股价在短短的1年内上涨了接近100%。而透过管理层在Prospect的说法，Q4的业绩盈利相信会不错。钢铁价格上涨导致大马的钢铁股盈利大幅度上涨，CSCSTEL也是受益者。

上个星期的中国钢铁价格更是来到了1年新高，因此Q4的时候盈利相信会不错。钢铁价格在4-5走高，但是6-8月走低，因此CSCSTEL在Q2的盈利也比Q3来得好。但是11月钢铁价格一路向北，CSCSTEL或许会在Q4交出惊喜的业绩。

此外公司的现金从上个季度的320 mil下滑到最新的266 mil，主要是因为清还了54 mil的Payable，公司的Total Liabilites从上个季度的104.26减少到47.392 mil，NTA也从2.11进步到2.18.

季报里的B1提到，公司YOY的盈利走高主要是因为销售量以及Profit Margin有所提升。但是说到QOQ比较的话，高价格以及利率的产品营业额有所下跌，B2里也提到原料的价格走高也拉低了盈利。

公司在Prospects里说到Q4前两个月的业绩有所提升，原因是钢铁价格走高。由于煤炭的价格走高，原料的价格也跟着提高。因此公司Q4的盈利的表现要看公司能不能把成本转嫁到下游的客户身上。不过公司还是预测今年会达到不错的盈利，高盈利 = 高股息，喜欢股息的朋友可以多留意CSCTEL.

以上纯属分享，买卖请自负。

Harryt30
18.03p.m.
2016.11.16

http://harryteo.blogspot.my/2016/11/1377-cscstel5094.html

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careful CSC belanja u eat boom.

2016-11-16 23:08

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