*****
message to steel investors.....
message to steel investors.....
why do you want to buy a share that depends on super profits from protectionists policies ( increased tarifs) ?
This is not the behaviour of logical investors....you are depending on a bigger fool out there to help you make money.
In the meantime, contractors and house buyers ( voters ) suffer....that is bad policy.
bigger dangers out there in the form of Alliance Steel, reduced infrastructures, slow property market...and changes in China policies that is beyond your control or even awareness.
There is really no good reason to buy steel counters except for made up excuses by people who are caught at higher prices.
Business sense should come first before PE ratios based on historical figures.
ps....this is in response to OTB post as folllows....
Posted by Ooi Teik Bee > Jun 14, 2018 10:24 PM | Report Abuse 
I recommend strong buy on Lionind.
See the result at the end of 2018.
Thank you.
Ooi
More articles on *****
Government of the people, for the people by the people............Malaysia, China.
Created by qqq3 | Sep 25, 2019
Companies benefiting from tarifs on China...........................................
Created by qqq3 | Sep 23, 2019
if HK don't reform and love mother land...poverty and extinction awaits them.
Created by qqq3 | Sep 18, 2019
Discussions
Be the first to like this. Showing 50 of 57 comments
Suggestion is pls share more blogs with facts and numbers , so the readers can learn from you more.
2018-06-15 12:52
aiyo supergenius sifu qqq3....what stock u recommend to compete with OTB?
let me call dragonslayer to organize the competition...winner will be announced end of 2018..kiki
2018-06-15 12:52
sifu qqq3...where is your portfolio?
at least announce when u change your portfolio la..
its for the benefit of all your dedicated followers
curious to see the return of 'pivotal investing'strategy...
my hunch is it should give a fantastic return
only thing is...can it beat OTB strategy?
we all need to know
2018-06-15 13:13
as much as the effort u place 'not to recommend' others recommendation...for noble intention of protecting gullible innocent investors...
spend at least 10% of the effort 'to recommend' la..
2018-06-15 13:16
mathematically it is impossible to separate skill from luck. randomness plays a big part in a portfolio.
what we can do is to design a portfolio which is of higher or lower beta......and one that makes business sense or not.
2018-06-15 13:18
if you only 'not recommend' and never 'recommend' then u are preventing any type of investments....ensuring i3 investors return of 0% against FD of 4.5% return..
you are making tremendous loss of opportunities to i3 members...this i am totally against lor sifu....
we need strong firm brave balls of steel recommendation!
not carry old man balls recommendation ma...
2018-06-15 13:22
aiyo...very diluted portfolio...might as well dump in all to FD liao...kiki
Posted by qqq3 > Jun 15, 2018 01:27 PM | Report Abuse
you can see my portfolio here....in the name of transparency
Blog: (Icon) How You Can Become A Successful Full Time Investor
Jun 14, 2018 12:08 PM | Report Abuse
paperplane, the OTB look alike.....
steel is not the only shares in KLSE....and I got none, not interested.....
I got, Sendai, FLHB, DRB, AeonCR, Harbor, SamChem as well as FD portion of the portfolio......Gas Malaysia, Vitrox
2018-06-15 13:29
Did anyone workout what is the implication on EPS for 3% rise in Lionind ASP...increasing its Net profit Margin by another 2%?
Now this is how a newbie, if smart enough, well researched, can taste the Million with a mere few hundred Thousand in hand....
Posted by Kyou > Jun 15, 2018 12:12 PM | Report Abuse
http://www.sunsirs.com/uk/prodetail-927.html
Rebar-Steel-4131.33(2018-06-14)
...........................
large portfolios are for super rich people like qqq3 to just be happy with a mere 6% return per annum...
not suitable for ambitious young investors
Posted by qqq3 > Jun 15, 2018 01:37 PM | Report Abuse
its ok for me.
2018-06-15 13:42
6% return is only 2% higher than fd...after spending so much of time n effort n expose to relatively higher risk
2018-06-15 13:49
Buying annjoo at current price of rm2.20+ can easily make few times higher than 6% by year end...this is exclusive of the div of rm0.20...
2018-06-15 13:51
all these steel counters.....all you need is a bad results, all will come tumbling down until father and mother also cannot recognise.........
why? because no business sense.....repeat of $19 Hengyuan.....HY $19 was to be a low PE counter too.
what we have is a situation of flocks of no business sense attracted by historical figures like bees to honey....
same same results...no change....same same results not going to make you money.....one bad result, you know the end result already.
2018-06-15 14:46
thanks for sharing rojak..
Posted by rojakmee > Jun 15, 2018 03:01 PM | Report Abuse
https://in.reuters.com/article/asia-ironore/update-1-shanghai-rebar-rises-for-3rd-day-on-new-steel-capacity-ban-idINL4N1TG368
2018-06-15 15:13
JUNE 14, 2018 / 11:52 AM / UPDATED A DAY AGO
UPDATE 1-Shanghai rebar rises for 3rd day on new steel capacity ban
Reuters Staff
3 MIN READ
* Crude steel output hit all-time record in May
* Iron ore under oversupply pressure - analysts (Adds closing prices)
BEIJING, June 14 (Reuters) - Chinese rebar futures extended gains into a third session on Thursday after the country said it would ban new capacity for steel, coke and primary aluminium production in some key areas.
As part of a new three-year anti-pollution plan, the state council pledged a clampdown on any new capacity for steel, coke and electrolytic aluminium in regions such as Beijing-Tianjin-Hebei and Yangtze River Delta to curb industrial emissions, which are believed to be a main source of smog.
The announcement came a few days after the environment ministry said it will carry out a new round of inspections in 28 northern cities and some other smog-prone regions from June to April next year.
“The environmental policies are having bigger impacts on the market than expected, putting supply and demand at a relatively balanced situation,” said Richard Lu, an analyst at CRU in Beijing.
China’s steel output surged to a record 81.13 million tonnes in May, official data showed on Thursday, but it did not affect the bullish outlook held by investors.
The most-active rebar contract on the Shanghai Futures Exchange closed up 0.9 percent at 3,897 yuan ($609.75) a tonne on Thursday.
Spot steel prices gained 0.4 percent to 4,379.5 yuan a tonne on Wednesday, data from Mysteel consultancy showed.
Prices for steelmaking raw materials were slightly changed on Thursday.
The mostly traded iron ore futures on the Dalian Commodity Exchange rose 0.9 percent to 473.5 yuan.
“Iron ore trading remains active with support of firm steel prices,” CITIC Futures analysts said in a note in Mandarin, but warned of oversupply pressure from increasing shipment from Australia.
Iron ore shipments to China from Australia’s Port Hedland terminal, a major shipping junction used by the countries top iron ore miners BHP Billiton and Fortescue Metals Group , rose 2.4 percent to 37 million tonnes in May compared with a month earlier.
As of June 8, stockpiles of imported iron ore reached 161.03 million tonnes, just below the record level of 161.98 million tonnes in the previous week, data compiled by SteelHome Data showed.
Spot iron ore for delivery to China’s Qingdao port .IO62-CNO=MB fell 0.3 percent to $67.02 a tonne on Wednesday, according to Metal Bulletin. ($1 = 6.3911 Chinese yuan) (Reporting by Muyu Xu; Editing by Subhranshu Sahu and Amrutha Gayathri)
2018-06-15 15:13
Politically Speaking > Jun 15, 2018 02:51 PM | Report Abuse
qqq3! Guess we are all dummies and you are the only smart one for not buying Annjoo!
===========
you guessed it
2018-06-15 15:36
Posted by myongcc5 > Jun 15, 2018 03:43 PM | Report Abuse
U educated moron with idiotic fxcking statements!
get lost n go to hell together with ur master u polish!!!
What did u get by attacking other stock?
Did anybody forced u to buy steel ctrs?
===========
no one advised me...Its my pleasure.
2018-06-15 15:44
Ahh..cyclical stock. This type of counter is i3's favourite. Easy to goreng while things are rosy. It takes one bad quarterly result too see dreams being crushed.
2018-06-15 16:21
y Flintstones > Jun 15, 2018 04:21 PM | Report Abuse
Ahh..cyclical stock. This type of counter is i3's favourite. Easy to goreng while things are rosy. It takes one bad quarterly result too see dreams being crushed.
==========
at least one other with head in right place....makes me feel humanity can be saved.
2018-06-15 16:28
y CharlesT > Jun 15, 2018 01:49 PM | Report Abuse
6% return is only 2% higher than fd...after spending so much of time n effort n expose to relatively higher risk
=================
its very simple. The less the number of counters, the higher the beta...go sailang all in Sendai $500,000 should have enough beta for most people. That is a possible option for young man who wishes to cut employment cord.
also the more cyclical the higher the beta.
2018-06-15 17:08
The love and tragic stories of cyclical stocks are there for us to witness. i3 members are forgetful. People seem to forget the bubble of hengyuan which just popped recently. Many sifus gave TP of RM 25 or even RM 50, trying to price a cyclical stock like a stable defensive growth stock. Cyclical stocks are attractive to speculators because the share price move up very fast when there is an uptick of earnings recovery. It is profitable to play such stocks but just dont believe the rosy pictures and ambitious TP the sifus here painted. And oh ya. MUDA was the last cyclical stock to be promoted by sifus you guess who?
2018-06-15 18:21
Steel stocks will not move up 40% in the near future, but a 10-20% return is an easy target due to its past overeaction.
2018-06-15 19:01
and I know the source of your fake "returns" because one of your customers, not kyy, shows me how.
2018-06-15 19:06
Lionind is interesting. I wanted to buy at 0.75, but decided to get osk and trop instead. At least i bought some parkson at 0.4.
But its really very very interesting. But i have no money, and i dont like paying higher price haha. Good luck.
OTB is honest guy. He tells the truth or at least what he thinks is the truth. Sometimes info may not be complete, but its not out of maliciousness, just not yet considered, or did not strike him to consider. Which is human. We are not god.
2018-06-17 05:15
Its a potential 2-5% position for me. The only reason its not larger, is because it is not a good business. Moat is low.
Prices in china now is artificially high, because the china govt have been cutting production and have factories shut down like made the last 2-3 years to handle overcapacity.
Factory shut down, can be reopened when the steel rebar price go back up, which will cause price to go down again.
But the sheer cheapness of the stock kind of covers it. Things always look cheap when you from valuing it at P/B to P/E.
Im just wondering where all the rebar demand going to come from. All steel manufacturer in malaysia going to expand the demand, where the additional supply going to come?
Lionind profits is also very very volatile,
2006: Loss 146m
2007: Profit 271m
2008: Profit 893m
2009: Loss 374m
2010: Profit 515m
2011: Profit 283m
2012: Loss 12m
2013: Loss 30m
etc etc, lazy to type.
So might be worth considering a few extra factors.
Its a cyclical bet.
2018-06-17 05:28
北宋曾經有兩個宰相，一個叫司馬光，一個叫王安石。
兩人的主張相差十萬八千里，一個是保守派，一個是改革派。
後來王安石獲勝掌握了實權，司馬光從宰相寶座上被趕了下來。
這時，皇帝詢問王安石他對司馬光的看法，想不到王安石大加讚賞，稱司馬光為「國之棟樑」，對他的人品、能力、文學造詣都給了很高的評價。
正因為如此，雖然司馬光失去了皇帝的信任，但是並沒有因為大權旁落而陷入悲慘的境地，
得以從容地「退江湖之遠」，吟詩作賦，錦衣玉食。
風水輪流轉。正所謂十年河東，十年河西。
王安石因為強力推行改革，招致太多人的攻擊，皇帝只好就地免職，重新任命司馬光為宰相。
這時很多人向皇帝告王安石的黑狀。
皇帝聽信讒言，要治王安石的罪，徵求司馬光的意見。
想不到司馬光並沒有落井下石，反而懇切地告訴皇帝：
王安石嫉惡如仇，
胸懷坦蕩忠心耿耿，陛下萬萬不可聽信讒言。
皇帝聽完司馬光對王安石的評價，說了一句話：卿等皆君子也！
這就是：君子之爭坦蕩蕩。
君子和小人最大的不同是什麼？
君子風範是：
只埋頭做事和解決問題，不妄談是非和做人。對事不對人，就事論事。
小人特徵是：
不談問題本身，
卻喜歡對人指手畫腳。擅長針對人，善於人身攻擊，卻不想如何解決問題。
君子是「和而不同」，即使我雖然不同意你的觀點，
但是我絕對敬重你的人格，事情之外還是朋友。
小人則「同而不和」，表面上喜歡客客氣氣，實際上內心對你一萬個不認同，而且看準時機暗地裡對你使壞，這是非常卑劣的人格。
只解決問題，不妄議他人！尊重每一個願意解決問題的人，包括你的敵人！
2018-06-17 08:38
http://finance.sina.com.cn/futures/quotes/RB0.shtml
China steel commodity reaches 3920 RMB last Friday. Soon will break through 4k RMB by latest end of this month. You will see Malaysia steel counter will march to another cyclical breaking high level... the power is on your hand
2018-06-17 08:49
well, knowing steel is so volatile and cyclical, it can be challenging. One need to be experience enough to play this cyclical games...
I believe with the policy of govt, the steel play still in tact until 2019. Hope nothing surprise us and the mkt price can go back to P/E of 5 and higher for most steel.
I still remember in good time CSCSTEEL can pay 10% div yield a year. 3years enough to give you 30% and price still good....haha
2018-06-18 12:32
haha. no right or wrong in investment. As long as you can consistently make your money ethically and no need worry on investment, then its ok. agree?
2018-06-18 13:18
Trump starts a trade war in steel and you want to tempt people to buy steel....How smart is that? you want to use your imagination to show how smart you are?
2018-06-18 13:41
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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....
qqq3
value investing , looking behind but lacking business sense is living dangerously.....
2018-06-15 12:34