Yup, agreed with onlyinvestment, if we can make money now, why need to wait 2-3 year.
Somemore the longer period it involve, the highest chance changes will happen.

For example, 3 years ago, no one will expect oil price will drop to USD30 per barrel.
3 years ago, no one expecting Bitcoin will go up to USD8000.

Why government take action against Stanlxx Thxx but not against Kxxx Yxx Yxx?
He also support DAP mah..
Somemore he always influence the share market..

Good job Charles T, you are telling the truth.

ks5S, if SSTEEL break RM4.00, you come and look for me, I belanja you nice food. Haha...

If he really go to jailed, I will ask all my fren, family member to vote DAP, this government must be change.

Waiting edward to share the latest steel price

Although ANNJOO has highest profit margin, but don't forget SSTEEL has higher inventory and higher production capacity than Annjoo..

Just look at its inventory alone, it has RM690m inventory as at 30 June 2017. These inventory market value has at least increase by 6% during Jul-Sep, so that is minimum RM40mil profit guarantee d.

So, I see there is a possible to predict SSTEEL result close with ANNJOO result.

I think ANNJOO is purposely pull down by the Call Warrant Issuer.
After Annjoo CD expiry, then ANNJOO will back to its uptrend track.

uptrending, agreed with you point.
I can't recall which company have the same scenario like this, but I knew there are few out there.

Bobby, you never learn.

VenFx, no harm here, just asking your opinion.

I know you are a big supporter for EG, but have you wondering why all semi-conductor company has been fly high but EG still at the bottom?

From the first tier player, INARI, VS, GTRONIC, SKPRES, VITROX, MPI, JHM, PENTA, KESM.... till the lousy player like JFTECH, BSLCORP... All have been move minimum 100% - 500%

There must be some reason behind, right? I believe there are a lot of investor out there are smarter than you and me, if we can see the value in EG, how come other people cannot see? Why they risk their money to chase high PE stock like Penta, JHM, why don't they switch their fund to this sleeping beauty EG.

Like myself, I hold a lot of DIGISTAR, and this counter are really sleeping for the past few years, every month it create new 52 weeks low. Since I already wet my hair, I have no choice, I just keep telling myself to believe the director, to believe the company will earn recurring income from its project, to believe the company future, to believe it will secure new project, and believe that one day the share price will rise.

P/s: I hold some EG share as well, so I really keen to know what make you believe in EG.

Last chance, no more below RM0.80.

Steel price go up, is a good news or bad news for PRESTAR? Anyone can explain?

MrPauper and Edward123, sorry I have wrongly refer to Future price instead of spot price.

China Long Steel Price start to climb up recently, from RMB3600 to RMB3800++
If China Long Steel Price can go back to RMB4000++ level, then Malaysia Steel price will go back to RM2600++

Short Term = Target Price RM2.70
Long Term = Target Price RM3.20

Funny Yappy162, you sound like very worry the deal will go on, you must be hold a lot of BPLANT.
Sometimes, business world is like that, a lot of things hide under the table.
You see it seem like a bad deal from surface, but you don't what happen under the table.

Ananas, my understanding is no really affected, because their factory in located at Prai area, not penang island. Although there are also having flood there, but not several. Somemore their factory is beside the sea, normally beside the sea seldom got flood for long hour, because the water will quickly flow into the sea once the tide is low.

This is my first counter that exceeds 150% gain..

Good! Thumb Up!

Drop more please... I'm am waiting for bottom fish

So many project awarded, this KGB could be the next PENTAMASTER.

科艺集团（Kelington Group Bhd）获Hanwha Q Cells Malaysia私人有限公司的氮气供应合约，带动股价今早最高上升3仙或5.45%。

截至9时37分，该股起1仙或1.82%，挂56仙，共178万5200股成交。

这项合约是由子公司Ace Gases Marketing私人有限公司获得。Hanwha Q Cells是全球最大的太阳能电池和模块制造商之一，并在制造过程中使用氮气。

根据合约，科艺将在Hanwha Q Cells位于雪兰莪州赛城的厂房内，建立一个氮气制造机。

Hanwha Q Cells将在10年内支付约2000万令吉，作为定期设施费用。

科艺总执行长颜汉庆指出，这是该集团首个工业气体供应合约，并将为集团带来稳定和经常收入来源。

科艺集团（Kelington Group Bhd）中国子公司获一家跨国半导体制造商颁发两项新合约，总值1930万令吉。

该综合工程服务供应商今日向大马交易所报备，通过独资子公司Kelington Engineering（上海）有限公司获得合约，安装超高纯度气体输送系统。

该集团表示，合约立即生效，预计12月完成，料为截至今年底2017财政年的盈利和净资产作出贡献。

科艺在另一份文告指出，在今年第一季获得高达7605万令吉的新订单，使目前的订单总额达2亿3930万令吉。

集团总执行长颜汉庆表示：“合约由集团回头客授予，表明我们能够满足全球跨国公司的严格要求。我们对于客户的支持感到非常鼓舞，并且将在2017年实现增长。”

该集团还说，预计将受到中国电子市场产能扩张预期的正面影响。

科艺集团（Kelington Group Bhd）包揽一项价值767万新元（约2420万令吉）的合约，负责进行工艺管道系统工程。

科艺集团今日向大马交易所报备，独资子公司Kelington Engineering（新加坡）有限公司获Givaudan Singapore有限公司颁布上述合约，工程内容包括为新加坡的工艺管道系统进行工程、设计、采购、安装、测试和调试工作。

该集团预计，这项合约将于今年12月完成。

“此合约预计将在截至2017年12月31日止的财政年，为科艺集团的盈利和净资产带来进账。”

科艺集团（KGB）获成都建筑工程集团总公司（Chengdu Construction Engineering

Corporation）总值6540万令吉的合约，为中国成都的集成电路制造系统项目提供和安装散装气体系统和配气管。

科艺集团向大马交易所报备，通过独资子公司Kelington Engineering（上海）私人有限公司获得合约。

总执行长颜汉庆在文告指出：“我们得益于中国半导体行业的增长，这主要受到中国政府‘中国制造2025’（Made in China 2025）策略计划的推动，以提高中国电子和半导体产品生产。”

Private placement 59mil share completed.
Good show coming soon

Private Placement 59mil share.

Good show coming soon.

At first I thought who is GEXIN, but after do some research then only know GEXIN is a owned by GlobalFoundries.

Look at the size of their investment in China, you will know how capable that Kelington can secured contract from this type of World Class Player.

KUALA LUMPUR: Integrated engineering solutions provider, Kelington Group Bhd has secured a new contract worth RM65.4 million from Chengdu Construction Engineering Corporation (Group).

In a statement today, Kelington said it will supply and install a bulk gas system and distribution piping for a new semiconductor wafer foundry in China owned by GEXIN (Chengdu) Integrated Circuit Manufacturing under the contract.

GEXIN is a joint venture company between GlobalFoundries, a global semiconductor wafer foundry leader headquartered in the United States and the Chengdu Municipal Government in China.

The contract was secured through the Group’s wholly-owned subsidiary Kelington Engineering (Shanghai) Co Ltd.

It said works are scheduled to commence immediately and is expected to be completed within six months, ending April 2018.

Kelington chief executive officer Raymond Gan said the company is benefitting from the growth of the semiconductor industry in China which is largely driven by the “Made in China 2025” government initiative to increase China’s production of electronics and semiconductor products.

“This new contract adds significant credence to our growing customer profile of high-tech clients who are setting up new plants in China, which include Semiconductor Manufacturing International Corporation (SMIC), Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC), to name a few,” he said.

Kelington said the contract represents the single largest contract the Group has secured this year.

Year-to-date, Kelington has secured up to RM246 million worth of new orders, bringing the Group’s current outstanding order book to RM271 million.

RMB102mil = RM65mil.

Expected to be completed by April 2018, that mean this RM65mil will be fully recognised in 6 month period.

Assume the net profit margin is 5%, that mean there is an additional RM3mil net profit on top of its existing project for the coming 2 quarter.

COngratulation Excel.

Wow,, too late for me to found this good stock.
Good management, good fundamental, good prospect, good visibility of future earning, good business model, healthy balance sheet, healthy cash flow.

Since Year 2013, Datuk has been aggressively increased his own shares.

6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (360,600 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (687,400 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (195,300 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (507,000 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (392,400 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (562,900 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (308,000 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (111,400 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (797,000 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (300,000 units Acquired)
6:29PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (100,000 units Acquired)
6:30PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (403,400 units Acquired)
6:49PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,350,000 units Acquired)
6:49PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,035,800 units Acquired)
6:16PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (85,000 units Acquired)
5:31PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (500,400 units Acquired)
5:21PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (359,700 units Acquired)
5:47PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,421,300 units Acquired)
6:53PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (297,500 units Acquired)
6:30PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (166,900 units Acquired)
5:50PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,488,200 units Acquired)
6:00PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (500,000 units Acquired)
5:24PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,287,200 units Acquired)
5:48PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (817,600 units Acquired)
5:25PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (200,000 units Acquired)
5:31PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,360,400 units Transacted)
5:20PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,180,000 units Acquired)

and many many more share acquisition as below:-

405,700
351,400
330,000
302,900
260,100
885,100
803,600
2,239,500
22,700
591,000
5000
117,400
970,000
657,000
499,500
320,000
35,400
129,000
192,300
2,312,000
668,900

You can refer to the following link to see how often Datuk acquired Digistar share.

https://klse.i3investor.com/servlets/stk/annchsh/0029.jsp

Since Year 2013, Datuk has been aggressively increased his own shares.

6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (360,600 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (687,400 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (195,300 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (507,000 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (392,400 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (562,900 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (308,000 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (111,400 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (797,000 units Acquired)
6:17PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (300,000 units Acquired)
6:29PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (100,000 units Acquired)
6:30PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (403,400 units Acquired)
6:49PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,350,000 units Acquired)
6:49PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,035,800 units Acquired)
6:16PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (85,000 units Acquired)
5:31PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (500,400 units Acquired)
5:21PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (359,700 units Acquired)
5:47PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,421,300 units Acquired)
6:53PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (297,500 units Acquired)
6:30PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (166,900 units Acquired)
5:50PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,488,200 units Acquired)
6:00PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (500,000 units Acquired)
5:24PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,287,200 units Acquired)
5:48PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (817,600 units Acquired)
5:25PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (200,000 units Acquired)
5:31PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,360,400 units Transacted)
5:20PM DIGISTA Mejar (K) Datuk Wira Lee Wah Chong (1,180,000 units Acquired)

and many many more share acquisition as below:-

405,700
351,400
330,000
302,900
260,100
885,100
803,600
2,239,500
22,700
591,000
5000
117,400
970,000
657,000
499,500
320,000
35,400
129,000
192,300
2,312,000
668,900

You can refer to the following link to see how often Datuk acquired Digistar share.

https://klse.i3investor.com/servlets/stk/annchsh/0029.jsp

A TOTAL SECURITY SOLUTION FOR GOVERNMENT AGENCY.

http://www.theedgemarkets.com/article/digistar-banks-recurring-income-project-wins-sustain-profits


Besides the hospitality segment, Lee said Digistar is also bidding for two projects — a total security solution for a government agency and an infrastructure-related project along with other related system integration jobs, which he estimates to be worth a total of RM2 billion.

“I cannot reveal beyond that as they are in a negotiation stage. We are not new in providing security solutions, as this is reflected by the central monitoring system products and services that we offer,” he said, adding that these two anchor projects, if won, will replenish its depleting order book, following the completion of Malaysian National Technology Advancement Centre (NTAC) in Alor Gajah, Melaka.

Wah... So many parts of the Budget 2018 will be benefited Digistar.

Second: A sum of RM720 million to build 11 headquarters and six police stations as well as purchase of firearm fittings and operations vehicle. Meanwhile, an allocation of RM170 million is provided to upgrade ICT equipment, including 1PDRMnet system as well as RM100 million to upgrade communication systems;

Fourth: A sum of RM250 million is allocated to Eastern Sabah Security Command (ESSCOM) to enhance security controls at Sabah and Sarawak borders, including RM50 million for coastal surveillance radar;

223. To create safe and peaceful environment in the neighbourhood areas, the Government will continue to provide 1Malaysia People Community Grant up to RM10,000 to registered resident associations to purchase security equipment, clean and maintain neighbourhood areas with a total allocation of RM40 million.


Why Digistar:-

1) Digistar will supply ICT equipment, networking system and communication system to PDRM.

2) Digistar will assist army to setup the surveillance CCTV at ESSCOM area, and Digistar have the control room there.

3) With more & more housing area forced to establish their own Resident Association (because they want to build Gate and Guard house), so Digistar has great opportunity to approach them to use the Panther 911 system. With this RM10,000 grant, those RA will happy to use the grant to purchase Panther 911 system.

Hi Dato Calvin

You have missed out Digistar, the Hidden Beneficiary of this Budget 2018.

Second: A sum of RM720 million to build 11 headquarters and six police stations as well as purchase of firearm fittings and operations vehicle. Meanwhile, an allocation of RM170 million is provided to upgrade ICT equipment, including 1PDRMnet system as well as RM100 million to upgrade communication systems;

Fourth: A sum of RM250 million is allocated to Eastern Sabah Security Command (ESSCOM) to enhance security controls at Sabah and Sarawak borders, including RM50 million for coastal surveillance radar;

223. To create safe and peaceful environment in the neighbourhood areas, the Government will continue to provide 1Malaysia People Community Grant up to RM10,000 to registered resident associations to purchase security equipment, clean and maintain neighbourhood areas with a total allocation of RM40 million.


Why Digistar:-

1) Digistar will supply ICT equipment, networking system and communication system to PDRM.

2) Digistar will assist army to setup the surveillance CCTV at ESSCOM area, and Digistar have the control room there.

3) With more & more housing area forced to establish their own Resident Association (because they want to build Gate and Guard house), so Digistar has great opportunity to approach them to use the Panther 911 system. With this RM10,000 grant, those RA will happy to use the grant to purchase Panther 911 system.

Digistar benefit from Budget 2018???

In Budget 2018, Najib announced that over RM14bil allocated for the Armed Forces, including RM3bil for purchase and maintenance of defence assets and RM250mil for Esscom to enhance coastal security controls in Sabah and Sarawak.

What you see from above statement?

I see $$$$, I see RM250mil for ESSCOM.

Look at a news that previously DIGISTAR published by Bernama:-

" Inspector-General of Police Tan Sri Khalid Abu Bakar said the presence of security personnel at these resort centres was important as the islands were far apart and isolated.

“Considering the location of these resorts, it is difficult for us to respond quickly.

“If there is a permanent security team at each island resort, criminal activities can be prevented,” he told reporters after launching the Panther 911 Central Monitoring System here today.

On the system, Khalid said the police would get the company to design the system for application at the Eastern Sabah Security Command (ESScom) area.

Developed by Syarikat Digistar Holdings Sdn Bhd, the system functions like a closed-circuit television to detect the presence of criminals in the waters off ESSCom areas and alert the nearby police stations. — Bernama


Hooray, Digistar will be benefited from the Budget 2018.

Thanks Edward for keep us updated.

Confirm is luck.. haha

Good morning everyone, hope Bro Edward can update us the latest steel price, production capacity, or any update in steel industry.

Private Place is place to Brahmal and Wong Thean Soon!!!


Day dreaming only, if the above come true, then all of us can become millionaire in one night, and lcits will become multimillionaire. hahaha...

煤企三季度业绩大增

　　由于煤炭去产能效果显著，煤价在今年以来也持续上涨，受益于此，煤炭行业今年盈利水平大增。

　　根据国家统计局公布的今年1月份至8月份全国规模以上工业企业利润总额情况，报告期内，煤炭开采和洗选业实现利润总额2001.1亿元，同比增长近9.6倍。

　　具体来看，不少煤企今年三季度净利润都大幅增长。

　　西山煤电(10.050, -0.15, -1.47%)公布的三季报预告称，公司2017年前三季度预计实现归属于上市公司股东的净利润约13亿元-14亿元，比上年同期增长550%--600%。

　　西山煤电表示，业绩预计变动原因主要是煤炭产品价格同比涨幅较大，同时公司不断优化产品结构，调整营销策略，使公司盈利同比增加。

　　10月11日晚间，恒源煤电(10.490, -0.35, -3.23%)披露2017年前三季度业绩预增公告，预计2017年1月1日至2017年9月30日实现净利润为9.5亿元左右，与上年同期相比将增加711.97%左右。上年同期，公司盈利1.17亿元，每股收益0.117元。

　　公司称，业绩预增的主要原因是受供给侧结构性改革、煤炭去产能减量化生产等政策因素影响，今年以来，我国宏观经济持续向好，煤炭需求改善，售价同比有较大幅度提高；同时，公司针对市场变化，不断优化调整产品结构，公司盈利能力大幅提高。

　　中煤能源(6.060, -0.12, -1.94%)也发布业绩预增公告，预计今年前三季归属上市公司股东的净利润将同比增长150%-190%。陕西黑猫(9.990, -0.47, -4.49%)也预计前三季度归属于上市公司股东的净利润约1.5亿元至1.8亿元，同比增长111%至154%。

　　信达证券分析师郭荆璞表示，煤炭价格或将高位震荡运行，三季度煤炭企业盈利或将持续向好。

Hi moneykj, yes, Digistar is still one of the biggest counter in my portfolio, and also the worst performance counter in my portfolio.

Thank you Edward. Good to see steel price increase again.

Wah... RM130 mil projects terminated..
Such a big project, sure a lot of expenses being incurred and capitalised so far.
Now it terminated, that means coming Q4 result sure you will see a lot of items being written off.

KUALA LUMPUR: Ireka Corporation Bhd’s (ICB) wholly-owned subsidiary, Ireka Engineering & Construction Sdn Bhd, has accepted a letter of award from Pantai Medical Centre Sdn Bhd worth RM60.74 million to complete unfinished refurbishment works at its facility in Jalan Bukit Pantai here.

In a filing to Bursa Malaysia, Ireka Corporation said the contract was expected to contribute positively to the group’s earnings for the financial years ending March 31, 2018 and March 31, 2019.

"The company does not foresee any exceptional risk other than normal operational risk associated with the contract,” it said.

Barring unforeseen circumstances, Ireka Corporation said the acceptance of the contract was in the best interest of the group. - Bernama

焦煤短期供应紧张价格上涨可能受国家煤价调控影响 前期商品价格普遍出现明显回调，焦煤期货价格下跌100元/吨左右，对于此次价格下跌从基本面上并不能找到很确切的解释理由，现货市场价格并没有出现明显的下跌现象，相反，从上周末现货行情来看，主流矿井纷纷出现调涨精煤价格的现象，并且焦化厂表示焦煤现货采购较为紧张，拿货不顺，这与短期期货盘面大跌情况有所违背。 另一方面在去产能和环保的压力下，十九大召开期间，焦煤市场可能会继续受到环保调查和限产的压力，供给方面呈现偏紧态势，进口煤价相对较弱现象，有可能被运输环节限制问题抵消，短期内，我们依然认为焦煤有相对上涨空间，但是介于煤炭行业受国家调控影响较大的大环境下，上涨空间必然有限，主要关注动力煤目前的上涨幅度较大，已经触及上方的调控红线，可能会受到相应的调控影响。 另一方面，钢厂利润目前依然保持高位，受利润传向上游传导效应，炼焦短期并没有出现大幅下跌，依然支持炼焦厂对焦煤的需求，短期回调继续保持强势依然可以值得期待。 短期供应紧张价格上涨可能受国家煤价调控影响 价格是基本供求关系的直接体现，而价差关系则是各品种基本面强弱不同的直接反映，因此，价差背后实际上隐含的是各品种基本面的实际对比状况。我们选取2013年以来焦煤的数据，进行炼焦利润分析。可以看出从2013年到2015年底炼焦利润从将近240元/吨持续走低，最终回落至-143，随后炼焦利润开始攀升，今年8月末达到617的高位后下降至目前的516，距离前期的焦厂平均利润仍处于高位，具有进一步下降的空间。 图1：焦化厂利润 资料来源：wind，海通期货投资咨询部 1、焦煤：供需弱平衡、焦厂积极备货生产 图2：上海镍锡价格走势及比价 资料来源：wind，海通期货投资咨询部 去年煤炭行业去产能效果较为显著，焦煤产量下降明显，今年产量较去年有所提升，1-6月焦煤供给量2.56亿吨，同比上升7.01%，从需求来看，1-6月焦煤总需求2.61亿吨，同比上升0.64%，虽然焦煤供给在进一步增加，但是目前焦煤市场依然处于紧平衡的状态，6月供给短缺16.09万吨。 图3：炼焦煤库存 资料来源：wind，海通期货投资咨询部 因为进口量减少，国内六大港口库存从4月中旬的377万吨下降到目前的223万吨，而国内独立焦化厂则从6月末开始持续补库存，到目前为止焦厂库存一直在增加，说明焦厂利润处于历史高位，厂商加紧生产备货。 2、焦炭：生铁产量季节性减少，需求阶段性疲弱 图4：焦炭产量 资料来源：wind，海通期货投资咨询部 焦炭的主要用途是高炉炼铁，从生铁生产的季节性图表可以看出，每年三四季度的生铁产量会出现下降，因此预计焦炭三地季度需求会有所减弱。 图5：焦炭港口库存 资料来源：wind，海通期货投资咨询部 焦炭港口库存随着6月初价格的上升也出现了一定程度的上涨，目前处在250万吨的高位。 图6：焦炭平均库存可用天数 资料来源：wind，海通期货投资咨询部 国内大型钢厂的焦炭库存可用天数处在近三年的相对高位，钢厂补库需求较弱。 图7：焦炭库存 资料来源：wind，海通期货投资咨询部 而国内独立焦化厂的焦炭库存从6月初开始下降，目前处在相对低位。因此从供需层面来看，预计未来几个月焦炭市场将处于供给偏强需求较弱的局面。 海通期货

Both Dutaland and Media have lousy management, but valuable asset.

Support Dutaland, coz personally think that the land disposal deal will be on.

No comment on media, because I'm not really familiar with its financial status, but I knew that after it acquired Rev's business, based on normal practice, sure a lot of goodwill / intangible asset need to write off. So coming quarter result may not be good.

Seriously, I feel that the deal with Dutaland will be on.

I have done some calculation, sharing here, hope it can benefit you guys.

Assume you are holding 30,000 BPLANT @ RM1.60 now, so your portfolio is RM48,000.

1) You should sell 10,000 Bplant at RM1.60, then you have RM16,000.

2) Use the RM16,000 to buy Dutaland at 60sen, then you will have 26,000 Dutaland.


Assume the deal is abort, Dutand land drop to 50sen, and Bplant go up to RM1.75.

So you still have 20,000 x RM1.75, plus 26000 x RM0.50 = RM48,000 (no change)


Assume the deal is on, Dutaland increase to 75sen, and Bplant drop to RM1.40.
So you still have 20,000 x RM1.40, plus 26000 x RM0.80 = RM48,8000 (gain RM800).

For me, Bplant is a dividend stock, no matter the deal is on or abort, the share price wont be fluctuate too much.

But Dutaland is different, if the deal on, the share price will anytime shoot to RM1.00. Even if it failed, maximum it drop back to RM0.45 only, because nowadays Dutaland is much much better than last time, it has cleared all its debts, and it owned many good property and land in KL and Sabah.