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大马钢厂(5098),钢铁股主题才开始?还是结束了?

reason4invest
Publish date: Wed, 12 Oct 2016, 09:07 PM
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钢铁股在之前涨了一轮候近期回调。

如果在之前底点买入,高点卖出的股友们也捞了不少。

让我们来看看大马钢厂还有什么看头吗?主题过了?还是刚开始?

(图片1): 来看看大马钢厂的主要业务是出产 steel bar 和 steel billet.

=> Steel billets are the second-stage product of steel production. They are hot-rolled and are taken out directly during casting process of steel. They are highly ductile and soft and produced in a square cross-section of area less than 36 sq.inches (230 sq. cm). They fall under the category of semi-finished casting products. Their final products involve bars, rods, tubes, pipes, wire and wire products.>>

=>Steel bars are the 'long' product of steel billets. Steel billets are folded/rolled to form much stronger reinforcement bars (rebars) They are a complete product ready to be used in RCC construction. Steel bars are produced by tight-rolling of steel billets.>>

 

要做成steel bar,要先有steel billet。而steel bar主要用于建筑业。

(图片2): 对于贸工部在9月23日发表对Reinforcement steel bar征收的13.42%的保护措施税务,对于大马钢厂来说的确是个好消息。

(图片3): 在上季度的季报里,管理层也提到了这点。贸工部这措施将有助于提高对公司的业绩表现。

(图片4): 来预测一下如果下两个季度业绩保持的话,大马钢厂价值多少呢?保守估计如果Q3和Q4业绩保持,以3%的margin估算,全年Net Profit将可达到RM33million。而这里要注意的是2016Q2,贸工部还没对进口REBAR实施保护税务,大马钢厂也能取得RM10million的净利。

(图片5):2010年业绩Net Profit达RM28million是当时Q4的股价是1.14。 而历史是否会重演呢?钢铁股的复苏之路看起来是刚开始还是要结束了呢?贸工部在2016Q3,9月尾实施对进口REBAR保护税务措施,所以对大马钢厂的Full Quarter Impact 将会落在2016Q4?还是在2016Q3会带给大家惊喜呢?

(图片5):中国钢材去产能在在2016下半年将加大力度。最新螺纹钢价也攀升会MA20。

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3 people like this. Showing 6 of 6 comments

probability

Good sharing.....check out Ann Joo.

2016-10-12 21:15

moneySIFU

Simple & nice

2016-10-12 22:16

Yipman

data proven. 110 not problem.

2016-10-12 22:16

Bruce88

should be taking a breather...

2016-10-12 22:27

AC Gan

Grow & Share Together... ( GST )!

2016-10-13 09:31

Cristianohou

Good sharing..my personal opinion, 110 is not a big issue

2016-10-13 15:23

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