@GiantPanda historically announce end of Feb though. R u sure Jan can see?

Actually i think the EPS for Q4 will be 5c. Estimate if take into account hedge

If u analyse the coal cost, you will realise that the hedge delays the capture of declining coal price from 1.5k to 1.2k. Q3 still captures 1.5k. Potentially will down to avg 1.2k or 1.3k in Q4.

Nice gathering. Lai huat

@deMusangking no sell also. Need mental strength for yoyo.

@mando Why think Coke price will continue to hike to 2700??

@kellyling80 haha, please msg me if u got dream again. Follow u sailang.

@Buffett888 Ur transaction is damn big. Rich daddy. Come to me pls.

@kellyling80 I believe u coz of ur post this morning. chun chun to the max.

@kellyling coz HY never end dropping. Yam gong/

I charted the spread. it's very encouraging but anyone know what the lag between current coke price and actually reflection in quarter result?

@Beginner coz we r in love, ahahahaha.

@LOOK009, mana ada strong. ahaha

Actually kelly did mention correction before mkt starts

Lol Pang72 very excited.

still holding. not selling. I believe fundamental intact unless HuaAn loses out sales volume

@dompeilee steeady. I got a lot to learn. :) Everyday new things.

Heart almost burst. Rebounding. Congratz to those collected at low. Good move.

Rebounding.

Profit taking. Can rebound gua.

My watchlist a sea of red

Should hold or sell. Damn gan jiong d.

Buffett sell too abruptly?

GG.com what happen?

Heng Yuan lao sai.... luckily sold off some time ago.

Boss Buffett, slow slow sell. Don't trigger sell down. Ahaha, u r too big for small potato like me.

@dompeilee what's ur TP? Never got pass 35% gain. Hahaha.

Lol, I am happy if it stays .64. Too fast scare explode. Sorry, noob here.

@Buffett888 crazy amount of shares u have. feel so peanut now.

I'm ok to stay 635 today. Already up enuf for a day.

The limitation is that we don't know the volume aspects to the equation.

Have fun gaining guys.

Peers benchmark on (i) China Coal Energy Co Ltd, and (ii) Shanxi Lu'an Environmental Energy Development Co. Ltd. PE ratio is (i) 21.58 and (ii) 12.72.

Even at PE 9 (discount 25% from PE 12), we get RM1.22.

https://www.infrontanalytics.com/fe-EN/91277FM/Sino-Hua-An-International-Bhd/market-valuation
http://quotes.wsj.com/CN/XSHG/601898
http://quotes.wsj.com/CN/XSHG/601699

I estimate EPS 3.4 cent for Q4 with the widening spread. With annualised 13.6 cent profit.

PE 5x = 68c
PE 6x = 82c
PE 7x = 95c
PE 8x = 109c
PE 9x = 122c
PE10x = 136c

I rather everyday slow slow up than boom Rm1.

actually i charted the spread, it has been increasing trend. that's why i sailang even at this price.

Don't forget got RM517m of unutilised tax losses at 31.12.16. Should last at least 4 years with RM130m profit p.a.

Can buy. Slow and steady better than volatility

@mando: Excellent prospect.

https://af.reuters.com/article/africaTech/idAFL4N1OS1N1
https://www.platts.com/latest-news/metals/singapore/analysis-chinas-met-coke-makers-riding-on-lng-26868304

@Buffett888 Nice. Good to know u still got hold.

How much jump historically not so important. more importantly, how much more to go upside. Haha

@Buffett888 r u buying back?

Found this article to be informative.

2018年国内焦炭市场走势预测

2017年国内焦炭市场表现“大起大落”状态，主要受到环保限产及供给侧改革政策方面的影响，整个焦炭市场处于供需偏平衡状态，一旦有事件影响，很可能使得焦炭价格出现大幅上涨下跌的情况。进入2018年，焦炭市场仍受到政策面主导，另外受到钢铁企业盈利空间等方面影响依然明显。具体分析如下：

第一，国内炼焦煤价格易涨难跌。随着钢铁企业对焦炭质量的提升，炼焦煤品种的质量分化凸显，由此高质量的炼焦煤价格上涨几率提升，对焦炭价格的成本支撑作用明显，焦炭市场也将延续2017年的高价位运行。

第二，焦化企业淘汰落后产能工作已到位，明年新增焦化产能多集中在大型焦炉以及钢厂自有焦化，小型焦化炉均在淘汰范围，大型焦炉的建成工期较长，较短阶段难减成效，为此整体焦炭产能将维持趋稳状态，对焦炭市场的供需面影响有限，在焦化企业限产力度大于钢企高炉限产力度时，焦炭价格上涨几率提升，反之将有所下跌。

第三，2018年国内钢材市场预期依然偏好，由此可以预计钢铁企业的盈利空间依然有所期待，在钢铁行业利润空间宽松的情况下，焦炭价格上涨阻力将有所减小，在环保政策的高压下，钢铁企业限产将成为常态，由此对钢材价格形成一定推涨作用，国内外政治环境对钢材市场也多成利好效果。因此，焦炭市场受钢材市场走高作用影响有所凸显。

综合来看，2018年焦炭市场整体仍表现偏好运行状态，整体价位有所上浮。

http://shidian.lgmi.com/html/201801/04/1607.htm

Good sharing of info. Hope to get my myvi. Hahaha. Aim small.

@singunsin spread widening, which is good

@buffett salute u. I wish to make some $ to alleviate reliance on day job. Starting with peanut capital now.

Wah history peak is only 8. Kind of expecting more. Ahaha. Do u guys know where to see historical PE chart?

Btw they need to open up oven 4 &5, otherwise hard to boost EPS given 100% capacity now.

@babihutan how we get PE 10? Any similar company?

Just hope overnight 4&5 open and that will indicate big boom. Now they operating at full capacity with first 3 oven

Will potentially boost eps even further