对啊，目前我都自己学习FA

Posted by Henly > Dec 7, 2017 03:58 PM | Report Abuse

@TOM, learn yourself the fundamental / technical knowledge, 输了也干愿。

其实更早几个月前我就不是你的subscriber了，谢谢 （不过我不想讲实际月份，免得等下你揪出我是谁）

Posted by Ooi Teik Bee > Dec 7, 2017 11:18 AM | Report Abuse

Ans : I bought some at the end of April 2017 on price breakout, I dare not recommend because I want to confirm Q1 2017 result.
Once Q1 2017 result is confirmed to be good, I recommended it to my followers at the end of May 2017.
May be you had stopped to be my follower in May 2017.

Thank you.
Ooi

第一批和第二批的 private placement （19500000 shares）都已经配完了....现在就等待第三批的private placement

怎么又牛头不对马嘴了？
人家说alliance steel，你说 stock price.....你不是在 1.35 买进吗？怎么了啊？又卖出了？

Posted by joeshare > Dec 7, 2017 03:24 PM | Report Abuse

@henly i can update you on the stock price it is at 1.33

你还敢说你的cost很低，今年年头的时候我还是你的subscriber知道吗？为什么那个时候你没强烈推荐masteel给你的subscribers啊

Posted by Ooi Teik Bee > Dec 6, 2017 09:21 PM | Report Abuse

My cost is very low, huge profit made now. I refused to sell because it is so difficult to find another good stock like Masteel.

你是神仙啊？神仙都没那么高调预测明天走势，懂吗？
joeshare....你已经很幼稚了，劝你别在大家面前丢人现眼

Posted by joeshare > Dec 6, 2017 04:09 PM | Report Abuse

Tomorrow i predict 1.32 to 1.35. lets c

你已经语无伦次多久了？你的半桶水分析简直是幼稚到不行啊....
怎么不等0.50?
怎么你突然会在1.35买进了啊？

Posted by joeshare > Dec 6, 2017 06:16 PM | Report Abuse

@inquisitor you are correct in all accounts. those you mentioned are valid concerns coupled with lethargic property development, gas hike and electricity revision and the incoming election.. to many negative indicators. best stay away and observe.

contract can be changed and yes penalty is to be paid.

@henly @tom this people will ignore all this variable for only reason known to them.

strengthening of ringgit is good by remember production cost may increased(result probably in january but for those furnace using gas then u know there is a gas hike). no demand and uncertainty makes things worse...

today 1.35 ... there is improvement but still gains from q3 result all left a bit only or all gone... those bought after q3 capital sudah kena makan..

feel sorry for those who just bought the counter

indeed.....
还有大家可以参考当初kyy怎样对待kcc.....

Posted by Jon Choivo > Dec 6, 2017 05:31 PM | Report Abuse

If KYY dont have OTB and KCC, he would have lost more than 50% of his networth by now.

你讲倒反了，应该是假如没有 otb 的 advice，kyy 不会推荐 vs，latitude，pohuat，liihen，hy....
没有otb的帮忙，kyy连狗屁都不如

Posted by alexyoong > Dec 6, 2017 03:44 PM | Report Abuse

without mr Koon advice on nstock pick, OTB wouldn't have recommended VS, latitude, pohuat, liihen, chihin & HY.

otb....你的vvip，kyy 和他的马仔很会做戏喔，这个小丑大戏真精彩

为什么一定需要等这个星期五，难道这个星期五天上会掉黄金啊，还是会下暴风雨？

Otb....原来你是想向joeshare学习这种垃圾知识啊？joeshare以为自己是炒家啊，什么鬼 resistance啊

还有更重要的是没有一只股票会每天都升，然后整年没有回调的

joeshare.....你真的有够幼稚的，既然明年行情很差，你应该等0.50, 而不是 1.00
还有你说话自相矛盾的

you are really sohai, cpteh........

joeshare根本都语无伦次了，再说我们都没说过 masteel 是 growth stock，只有这家伙正在自言自语。。
所以我说持有半年的我看着他在表演小丑大戏

Posted by STC1136 > Dec 5, 2017 05:27 PM | Report Abuse

Joeshare, ok lah, you win....

Nobody dare to against you, old man with white hair.....

Hope your dream can come true, Masteel Drop to RM1 and below.....

Hahahahaha

我刚才稍微 average up。。。

Posted by vinc3nt > Dec 5, 2017 02:19 PM | Report Abuse

waiting for the time to average up

收皮啦。。。

半年后我又打算加持了，刚加持 1.31 120lots, 目前总共持有 480lots....

我的paper gain 在3天内减少了很多。。

有谁知道那只股每天都升的而且整年没有回调的？快点告诉我，我很想买.....

are you blind or something? i bought masteel 6 months ago....

Posted by joeshare > Dec 4, 2017 08:20 PM | Report Abuse

ah childish reply by tom.. nvmlah keep on puring money in this counter.. i will buy when it is on sale.. later tom

持有这只股已有半年的我表示看到joeshare的这种脑残投资概念简直好笑

Posted by joeshare > Dec 4, 2017 08:05 PM | Report Abuse

not fair to blame anyone.. shareholder have been informed by kyy and i also echoed the same sentiment that the price will definitely drop(at least until the market changes or perception changes)... i think wait another 3 months and earning will be less and price will continue to drop...

没有人会怪你的，因为你根本什么都没做过，有很多人不是因为你才买这支股..
相反的你的vvip kyy写了一篇关于masteel的文章内容空洞，废话连篇.... 不过每次我看完了那种文章后都会无视它的存在

Posted by Ooi Teik Bee > Dec 4, 2017 07:33 PM | Report Abuse

Market sentiment is very bad, the fundamental of Masteel is not changed.

In actual facts, the fundamental is improving further with higher selling price and strengthening of RM.

Nothing much we can do, just hold tight for next 3 months.
I believe next quarter result will continue to be better.

Many people will scold me if the price drops further.

Thank you.
Ooi

虽然业绩很好，不过这支股的NOSH实在不多，大户应该会想尽办法如何让散户买高

Posted by relaxed as lavender > Nov 30, 2017 10:45 PM | Report Abuse

Good luck all Hengyuan Investors....

不过我没买咯，恭喜所有持有者

Wow,没想到业绩会那么好

假如觉得自己对的话就敢敢说出来，证明普通人也敢反抗，这forum不是专门给有钱人来post comment的

Posted by aslm > Nov 30, 2017 09:09 AM | Report Abuse

thanks Henly for the advises. I will stop here. Let's hope everyone make good money from stock market.

你有权利选股，其他人就没有权利选股？
你还敢说人家poor...你是什么新鲜萝卜皮啊？
劝你去收皮啦，脑袋空洞而且脑袋穷到只剩下钱

Posted by yewyin33 > Nov 30, 2017 06:44 AM | Report Abuse

Only time can tell who is right and who is wrong. I hope I am wrong so that all the angry readers, particularly "aslm" can make money. Judging from aslm's writing, you can know that he is crude and poor. He has not been successful in investing and he is now waiting for Masteel to shoot like a rocket to make a kill.

And so you can get lost liao

结论是你在逃避现实

Posted by Invest_168 > Nov 29, 2017 02:18 PM | Report Abuse

真是奇怪，都活了一大把年纪，应该有大智慧及EQ 来教育广大的投资者才对。但，从论坛的反应来看，并非如此！我会把所有的帖子撤了。以表我以前对他的尊敬。毕竟他也对广大的社会有功，广做善事而非孤名钓誉！我来此论坛只是想学习投资之道。可惜却让我遇上了如此多的妖魔鬼怪。。道行不够的话一定会走火入魔。

我让你知道为什么
事情很简单，kyy就是看不顺眼别人也能在股市里赚钱，就像 cheoky 前几天所说的 “first I always jealous when ever people earn more than me",只不过 kyy 单纯看不顺眼散户也能在股市赚钱

Posted by Henly > Nov 29, 2017 08:57 AM | Report Abuse

Either KYY looking to far ahead or he is too slow behind. Current property market already very bad and he believe Masteel bulk sale is from property sector. and next year Masteel will not get sale from property sector and the QR will be lower.

I suggest he go and read properly the QR of Masteel financial report and make a valuable comments

我才懒得理你，你有看过otb写masteel的analysis吗？劝你别装厉害
and I also don't give a damn to your comment

Posted by Anti_Barking_Dogs > Nov 28, 2017 05:21 PM | Report Abuse

My "get it right" comment is in response to your statement that a large number of people support OTB blindly. Read what I wrote carefully. Nobody gives a shit whose analysis you had based your buying decision on. You have really poor command of English. What a waste of time interacting with you.

你才需要 get it right......他说我跟踪他，说我买看他的投资组合买股....
他简直就是自大狂，之前我买 Masteel 是看别人的文章加分析才决定买的，跟他一点都无关

Posted by Anti_Barking_Dogs > Nov 28, 2017 05:06 PM | Report Abuse

Get it right, Tom. We don't support OTB blindly. We're able to decipher for ourselves whether what he says makes sense. His views & opinions are very much sought and valued. He has a large number of followers, probably because he's right most of the time and has a proven track record in stock investment. Rather than wasting your time attacking others, maybe you should spend some time improving yourself.

我得恭喜你啊otb....你把你的错误说成是对的，而且有一大班人盲目的支持你.....每次你的谎言被人拆穿的时候，你就会设法掩饰你的谎言....还掩饰得非常成功的....所以请你以后也继续这样下去吧

你有失意症了，老伯！
我路过的时候就看到这种回复了，现在你说你没在public forum（i3）说过这种话

Posted by Ooi Teik Bee > Nov 17, 2017 10:08 PM | Report Abuse

I will continue to top up until I exhausted my fund unless next quarter result releases is not good.
I was told the next quarter result going to release this month is fantastic.

Thank you.
Ooi

我已经不是你的subscriber了，别死爱脸了
你在public forum 里发回复，然后说我 curi curi see....

Posted by Ooi Teik Bee > Nov 28, 2017 11:14 AM | Report Abuse

你只会在那边喊，next quarter should be very good,

Ans : Still follow my whatsapp message.
If I do not like this person, I do not want to see what he posted.
Of course, I will not follow his message.
Still want to see what I post, curi ... curi ... see.

You are 这种无耻的人。。。

Thank you.
Ooi

你才应该滚粗，死爱脸的家伙

Posted by Ooi Teik Bee > Nov 28, 2017 11:07 AM | Report Abuse

Ans : You do not need to follow me.
My article is not for you, get lost.

Never feel shame keep on attacking me.

You are 这种无耻的人。。。get lost.

Thank you.
Ooi

因为他整天说我 follow 他，他这种无耻的人。。。

Posted by aslm > Nov 28, 2017 11:02 AM | Report Abuse

请不要拖leo大下水。no need to compare who is better, as long as we continue make money from stock market.

你只会在那边喊，next quarter should be very good, 然后说我 follow 你，fark off 啦你，去收皮啦

Posted by Ooi Teik Bee > Nov 28, 2017 10:52 AM | Report Abuse

Ans : This is a big liar here.
Sour grape.
Please be grateful to me, at least you learn something from me.

Thank you.
Ooi

你才是 sour grape，你根本无法接受 leoting 的分析好过你的几百倍

Posted by Ooi Teik Bee > Nov 28, 2017 10:52 AM | Report Abuse

Ans : This is a big liar here.
Sour grape.
Please be grateful to me, at least you learn something from me.

Thank you.
Ooi

终于有人发觉到这个问题了.....我都懒得shoot他，他还以为全是他的功劳，其实leoting的文章才是无私的分享

Posted by kevin008 > Nov 28, 2017 10:34 AM | Report Abuse

i understand what both of you doing..u think only u hold more than a year ar?
(and i dun think u hold > year, cause someone subscribe under you and keep update weekly about ur list)
if u dun hold any share of this counter why comment so much, what intention u wan?
will u defense if i told all the bad things about sendai and jaks?? logic or not?

Get lost you moron

tell you what.....without otb, kyy is just a piece of shit....
Thank you.

Invest_168,你看上面的文章就知道某老人（那条虫）在干什么了

[转贴]

楼主| 发表于 2016-12-2 16:43 | 只看该作者
本帖最后由 leo_ksting 于 2016-12-2 17:26 编辑


看了标题，以为X老也开始注重BA(Business Analysis) 了。
四面论的一个面。
结果看了是唱黑钢铁股。。。。

看了内容。。没有意见。。。
大致上就是房产过剩， 钢铁需求疲弱。

虽然没有数据支持，
但是实际的经验告诉我房产大多是使用廉价进口钢铁的。
现在进口钢铁被抽保护税，
固然不会全部导致房产商转向本地钢铁，
但是实际上进口钢铁少了，
会有部分的房产商提高本地的钢铁使用量。

本地钢铁销售额维持，
但是毛利却上升了。
只要基建工程的继续派发，
长钢的生意就会维持。

扁钢最大的几个用途是
屋顶结构
工厂覆盖面
管线 - 圆管和方管
还有很多其它下游加工用途，
跟房产无关。

至于今天下午过后，
钢股的卖压应该就是这个文章引起的。
就是T+3,T+4抄低的又卖出，
难道庄家立刻推高给抄到底部的人大赚么。

至于暴风大，问到是不是X老出货。。
我不确定他到低使用多少子弹在中钢，
明的暗的，
以下个季度派息12仙-15仙以上，
现在的价格来计算,DY有6%-7%.

而且中钢每个季度在上升,
下个季度也会继续上,
我不确定他是否会违背自己的选股准则.

最后最后,

在工厂忙碌出货的这时写这篇文章,
就算不是全部钢铁厂下季度会交出好成绩,
也会绝大部分交出好成绩.
所以,我依然持有主要和部分二线的钢铁股

假如没有otb的帮忙，他就只不过是一条虫

Posted by Invest_168 > Nov 27, 2017 11:09 PM | Report Abuse

身为一位得高望重的投资界前辈，他的言行举止都被大家所关注，而且有其一定的影响力。照理来讲，那种夜郎自大，自吹自擂的言论实不应该出自于一位得高望重的投资界老前辈。令人难于相信！唉～～～～

他跟cpteh的性格是完全一模一样的，
只是他赚到很多钱.....
而cpteh还是原地踏步，整天语无伦次

问题不是真身不真身，问题是他的思维，还有喜欢用鄙视的眼光来看散户.....最有问题的是他以为他是最聪明的，把其他人看成是笨蛋

你把他的blog里的文章阅读过几遍就可以很清楚的知道他想干什么了

Posted by Invest_168 > Nov 27, 2017 04:32 PM | Report Abuse

那也只能让盗名者把真身的大名给败坏了。。。