Based on my analysis, Huaan should be able to generate between 30 to 34 million ringgit in net/gross profit for this QR1'18, this is about 14% increase compared to previous report as taking into account the followings:

-short month of Feb (28 days),
-the average coal price of RMB1,300
-average sale price of coke RMB2,100,
-1.4t coal for every 1t of coke
-estimated coke production about 208000 t.
-15% by-product revenue
-estimated revenue 270 MMYR

Can anyone confirm my understanding or advise if i miss any!.
I assumed that the coke production have been maintained as usual and there was not maintenance shut down during these periode.

Us, Asia and now EU market all open higher, forget and forgive tactic,lol.. we shall see some movement today, hopefully up up up..

Hard to justify a sell down due to GE14. Bursa opperators looking for any news to encourage people either to sell or to buy, so sad.

60 days for US and China to work things out, I am sure they do, Trump is not the only president who impose tariffs, learn from history, any agreement will have to serve the global economy anyway, cause if US win and reduced their export deficite with China, this means, China will be buying more from US and unlikely that China will reduce its import..

I think by next week, many insider will have a clear look on what to expect in this quarter and if the share start to move up noticably, then we can assume the quarter is excelent. However, we cannot predict the market sentiment forces that lead to all klci stock to fall drastically regardkess of their fundamental in the last two month, and still on.

Effendy, can you share more evidence to support your claim? Razer than posting your own fake news..

Those people who chalenge me are playing contra, so simple.

Tipster, B4B4, lets clarify this again, Huaan buy unwashed coal for average price of RMB1,200 and sell met coke for average price of RMB2,101.94. Huaan average quarter production of met coke is about 215000 t. So i do expect Huaan to present an excelent profit this quarter, simply based on these figures. Huaan operating cost in about 4 M (MYR) so about 6.5 M RMB.

The highest price of met coke or coking coal during Q1'18 was RMB2,350.

Average met coke sale price from 1 Jan to 31 March was RMB2,101.94
Refer to link https://m.investing.com/commodities/metallurgical-coke-futures-historical-data

The winter season is over, less coal mining in winter season lead to high coal cost while Summer season lead to fall in coal price as all mining resume operations. Also steel demand will pick up in the summer season as most of the construction project will resume opperation and demand for steel will be higher as well as the demand for met coke, main source of income for Huaan.

Once the market sentiment improved and the chance of trade war become minimal, Huaan current earning and net profit if maintain it should give a fair value for it share at least RM0.80 in the mid term and at least RM1.0 in the long term. We need to keep watching the Met coke price chart. As long as the met coke price is above RMB1,500 ( currently RMB1,860), Huaan still can be profitable.

Not to forget that he have a 15% revenue from by product as well.

Harlem, Huaan buy his coal unwashed, so he pay less for his coal, refer to his qr report page 9. His coal cost him about RMB1,200. You can compare his revenue and deduct his cost of sale and you will found out his real cost.

DJ now 23,878.46
-154.90 (-0.64%)

Now DJ, S&P and Nasdaq already start to recover.. comparing to today Fut index.

In general, China will be a winer afterall, ill tell why if this trade war continue:

look to soybean price from March to now it fall from 1080 to 1000 this is 8% however it was at about 950 back in Jan 2018, now China is putting tariffs 25%, so if the price will fall further down perhaps loosing 25% then no big impact to China at all, in countrary, China custom will make more tax income, business as usual maybe China will buy less soybean from US (US farmers will suffer badly) and buy the rest of soybean from Brazil. This is one example valide to all 106 product that China is imposing import tariffs upon. https://m.nasdaq.com/markets/soybean.aspx

Actualy, Us and China have about 60 days and they will have to negotiate their trade to prevent further damage.

Harlem, Q1'18 average coke sale price was higher compared to Q4'17, so what make you think that the margin is lower? And how mutch lower, is it marginal or significant? I think its marginal but i do not expect any loses, do you?

Tast of salted fish here,,,

Look like Huaan need more time to recover from short sellers, counter players, opperator manupilation,..i give it two to 3 month..RM0.800. Good luck to all, see you in then.

Lembaga Tabung Hagi eyes back on Huaan..

I am sure shares in average goes most of the time up untill opperators interfeer in it. I think a very big investment club is asking opperator to drop the share to a pre agreed level so they can buy in. It could be an EPF..they have the power, after buying the share will rocket sky high..

Report with evidence in the make..

Whatever opperator have planned, it will not work if they loose the investor confident in the company, they will end up loosing millions in capital, they will be fired immidiatly.

Market share manupulations will not stop by Bursa Malaysia investigation, China will also be intrested, China last year 2017, already claimed USD800 milions claims regarding share manupulation fraud..they will be intrested to review all Huaan transaction from 27 feb to now.

They risk their share to be swalled by new investors..

Tonghao, possible, but this us clearly illigal and can be easaly traced, this must stop.

Huaan management should not stand still knowing their company capital is loosing ground every day. They are letting the market Wolfs ruine their hard earning capital and yet no announcement from their side to calm down the market or at least to support the share.. we shall bring this to the next AGM on 22 May. Any other complain, glad the hear from all of you

Amet and dart, why you are in the defence seat?

From were these millions of shares keep coming? For example today, at this hours already 32 millions traded with buy volume below 32%, this means about 20 millions put for sale between 0.395 and 0.390, from were these come from?.. need to know! Who is selling? Were was he yesterday? What change? Nothing change..very weird... any way, enough is enough. I will go silent from tomorriw, but will remain active off line.

I am keeping all a record from every transaction from 27 feb till now, will conti ue to do so. My record show that more than 420 milion shares were put for sale,,

Warning to the opperator that this downfall cannot continue forever, as there are no share left to trade with unless his own shares keep dumping it and this us illigal and will be reported. Tomorrow share must rebound, if not an UMA will be issued and Huaan must explain..

Opperators taking advantage of people fears and slowly colecting at low,,

Sino Hua-An is the first China-based company to be listed on Bursa Malaysia. Chinese national Liu Guo Dong is its managing director and holds a 15.86% stake in it while executive chairman Tunku Naquiyuddin Ibni Tuanku Ja’afar, who is from the Negeri Sembilan royal family, owns the lion’s share of 28.21%.

Dividend is in the make.

Maybe we need to go offline here for the coming days or month, till rebound accure. I will do so starting tomorrow.

Better keep for couple of months, do not bother with this price, it is very undervalued for a company that earn 270 milion ringgit per quarter.. non of its major share holder have sold any of it share..so why should we sell?. Those who think to earn 1 or 2 cent here, you are trapped, better cut lose, thise who are for long term, better top up..

Hold, and top up.

China need more quality steel then ever to fulfill its ambitions growth of 6.9% for 2018, and its increase of 8.1% spending on defence budget.

Things happen when you do not expect it to happen, right?...

Things could be good things and bad things, now the bad things already happpen when no one expect Huaan to fall from 0.60 to 0.40.

What left now is the good things,,,

we shall never know when this will happen, but we sure know that it will happen when you do not expect it...

https://www.reuters.com/article/us-column-russell-steel-china/if-the-u-s-has-a-steel-problem-it-isnt-china-russell-idUSKBN1A90F1

https://www.forbes.com/sites/kenroberts/2018/02/28/in-top-10-u-s-exports-for-2017-three-countries-keep-popping-up-china-canada-and-mexico/#5d7ee9a360d3

The top 3 country that US export to are, hehe,, Mexico, Canada and guess who is at 3 place ,, yes,, China..

Just to shars The Top 10 US Exports to China
1. Soybeans: $15 billion
2. Civilian aircraft: $8.4 billion
3. Cotton: $3.4 billion
4. Copper materials: $3 billion
5. Passenger vehicles (small engines): $3 billion
6. Aluminum materials: $2.4 billion
7. Passenger vehicles (large engines): $2.2 billion
8. Electronic integrated circuits: $1.7 billion
9. Corn: $1.3 billion
10. Coal: $1.2 billion

China export to US less than 2% of total steel export capacity, this is about 800,000,000 ts ×2% = 16 million tons, lets say 750usd/ tons this make about 12 billion usd, China can easaly choose to put tariffs on Soyabeans, or Aircraft..or even on Aluminum material and Coal coming from US..the US trade defecit with China is less than 60 bilions dollars, Trump want to put tariffs to reduce that number, he is realy lost his mind, he and the US will lose definetly, US people will realy suffer the consequences not the Chinese..

As said befor, there is no impact on Huaan at all, steel price and met coke price will go up not only due to tariffs, but due to the allready exsiting plan in China to curb the steel production and reduce overcapacity, and closed many steel factory that dies not comply with the rules. the 2% export to US is not even relevant, as China start a plan to cut about 50 milion tons each year from 2016 till 2020, and lately China said the cut will be completed this year in 2018, so no more cut after that... in addition the local steel demand is increasing year by year as well, so more steel and met coke production will be needed.

i amsure one or more people here are doing this, cannot blaim anyone directly.

Moost klci shares go down or up at same time,nothing to do with Huaan, for sure..

Those who queu to sell, better queu higher above 0.450..

Someone should talk to these opperators that they should buy low and sell high, not otherway arround!!! There was not enough shares sold at 0.39, and they had planty of time to sell it at 0.430, so why now? They want those who queu to sell at 0.435 to lower down their queu,,, this is why i guess.

I wonder from where they appear sundenly thise who sell at 0.415, it is not right,,not normal,, better close computer and enjoy the week end..lol..

Just ignor,,,,