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2021-05-10 09:58 | Report Abuse
The power of carbon and tax reduction in China will affect the whole world steel comodity
2021-02-25 07:58 | Report Abuse
May be it wait for glove counter to rebound rigorously in tandem
2021-02-24 11:11 | Report Abuse
steel related counter such as tashin, cscsteel, ays, waseong release better results so far, remaining steel counters are expecting release good result as well..especially now economic recover rigorously..
2020-12-05 11:11 | Report Abuse
末季靠中國吃糊
The Busy Weekly
國際鋼筋價格因中國需求而大起,對售賣鋼筋的4家鋼鐵公司有利,即安裕資源(ANNJOO, 6556,主板工業股)、馬鋼鐵廠(MASTEEL , 5098,主板工業股)、榮達鋼鐵(LSTEEL, 9881,主板工業股)和南達鋼鐵(SSTEEL,5665,主板工業股)。
檢閱鋼鐵股的第3季業績,安裕資源和南達鋼鐵均按年收窄淨虧損,榮達鋼鐵轉虧為盈。而馬鋼鐵廠的淨利則按年下跌。
由于受到疫情和限行令的衝擊,大馬的建築活動放緩,承包商對鋼筋的需求因而疲弱。鋼鐵公司如今只能靠出口銷售彌補損失。
中國今年初抑制疫情之后重啟經濟,並撥出巨額的基建開支,進而提高鋼筋需求。上海交易所鋼筋價格如
今逼近每公噸4000人民幣。
中國鋼筋需求相信可持續支撐鋼鐵股的末季業績,安裕資源指出,中
國已經連續4個月(6月至9月)成為
鋼材的淨進口國。
另外,鋼鐵股在原料成本風險受控,即使鐵礦石和廢鐵價格上漲,但焦煤價格下滑,可以抵消部份衝擊。
2020-12-05 11:05 | Report Abuse
新浪财经12月4日,截至记者发稿,铁矿石期货主力合约延续上涨趋势,报959元/吨,涨幅2.84%。盘中最高上攻至964.5元/吨,创2013年11月以来新高。
业内普遍认为,当前铁矿石价格仍存在一定支撑,但涨势难以延续到中长期。
2020-12-05 11:02 | Report Abuse
中国是钢铁消费大国,多余的产量就出口。现在内需强了,出口减少,价钱上升,本地的钢铁厂就没那么压力,少了竞争所以价钱也跟着上。
2020-12-05 10:59 | Report Abuse
工業金屬,倫敦交易所(LME)鋁價從5月15日的每公噸1452美元勁揚39.67%,至每公噸2028美元。上海交易所鋼筋價格從4月3日的每公噸3065人民幣升高27%,至每公噸3881人民幣。
2020-11-08 08:47 | Report Abuse
Biden win, war trade might end, big stimulus to steel counter
2020-11-08 08:47 | Report Abuse
Biden win, war trade might end, big stimulus to steel counter
2020-11-08 08:46 | Report Abuse
Biden win, war trade might end, big stimulus to steel counter
2020-11-08 08:46 | Report Abuse
Biden win, war trade might end, big stimulus to steel counter
2020-11-08 08:44 | Report Abuse
Biden win, war trade end, big stimulus to steel countet
2020-10-21 08:57 | Report Abuse
annjoo steel factory silo explode, steel product may be shortage
2020-07-29 09:55 | Report Abuse
5G: Malaysia government to decide on 700MHz spectrum allocation soon
After the change of administration, the new Communications and Multimedia Minister Saifuddin Abdullah had allocated the 700MHz spectrum to Altel, Celcom, Digi, Maxis and TM through ministerial orders without a tender. Eventually, the Minister had retracted the order and promised to relook into the allocation process.
2020-07-13 10:21 | Report Abuse
steel product will have demand in whatever economies condition and wont be die
it is categorised in cyclical product
Buy in low and in bad economies situation like now
U will be rewarded in future
2020-06-30 22:53 | Report Abuse
Commentary on Prospects The Group will continue to explore new sources of revenue and business opportunities. To this end, the Group is expected to benefit from the completion of its first teleport Ku-band gateway which commenced operations since January 2020 and has since contributed a new revenue stream to the Group. The Group is expected to complete another satellite teleport C-band gateway in the first half of 2020, which the Board of Directors of Binasat (“Board”) expects to lead to collaboration with other satellite operators. In addition, the Group’s installation of a Ka-band gateway is expected to be completed by end of 2020, which will lead to another revenue source to the Group. Further, the Group expects to benefit from the announcement made under the Malaysian National Fiberisation and Connectivity Plan outlined in Budget 2020 (“NFCP”), where the NFCP aims to achieve a coverage of 98% connectivity nationwide and our Group has participated in delivery of various NFCP projects.
2020-06-04 11:18 | Report Abuse
at time of posting, choo bee 0.885, lsteel 0.24 hiapteik 0.165 leonfb 0.31
Melewar 0.22 just as a record as at 9.23am
2019-05-20 18:06 | Report Abuse
-manganese is a high grade type of metal. In pure form it look like iron, but it is harder.
-when the ore content amount more than 30% manganese, then it is called manganese ore.
-when grade lie between 12% to 30%, then it is callled manganese iron ore.
-manganese is a important ferro-alloy, which is smelted with iron ore to produce steel
-the hardness of steel is depend on quantity of manganese ore used in its production
2019-05-13 17:10 | Report Abuse
Government to end anti-dumping duty on China, Indonesia hot rolled coils
TheEdgeThu, Jan 31, 2019 - 3 months ago
KUALA LUMPUR (Jan 31): The Government will be terminating the anti-dumping duty on imports of hot rolled coils originating in, or exported, from China and Indonesia effective Feb 9, 2019.
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Lsteel major raw material is hot roll coil, cheaper raw material mean profit will be higher
2019-04-23 21:00 | Report Abuse
Bought new land near existing factory in kuching, production of rebar??
2019-04-23 20:59 | Report Abuse
RATIONALE FOR THE PROPOSED ACQUISITION AND PROSPECTS The Acquisition is in line with LSteel Group’s strategy to expand its plant and office operations to cater to business expansion in the East Malaysian area and consolidate all operations in one location. The close proximity of the Property which is adjacent to the Purchaser’s existing branch in Kuching, Sarawak is strategic and would complement business operations going forward. Premised on the above, the Board is of the opinion that the Acquisition will contribute positively to the business operations and future earnings of the Group.
2019-04-09 17:38 | Report Abuse
https://www.facebook.com/groups/IndividualSER/permalink/2720094258033032/
Friday got facebook live
2019-04-06 16:00 | Report Abuse
Steel stock may be can move up if the 25% tax removed
2019-02-01 09:18 | Report Abuse
in fact this is good, local steel com can source hrc with cheaper price
2018-12-22 10:01 | Report Abuse
future of steel industries is uncertainty, all peer steel counters drop like no way home
2018-12-22 09:40 | Report Abuse
Rebound is a selling chances, keep cash
2018-12-19 10:55 | Report Abuse
Share buy back resume in mild mode, keep watching and monitoring
2018-10-04 16:57 | Report Abuse
buy on rumours, sell on news confirm :)
2018-09-26 16:30 | Report Abuse
just patiently waiting for announcement, this is minority shareholder can do only :)
2018-09-25 17:12 | Report Abuse
@agak, you are absolutely right, after taken private, they might totally sell high price to China, double profit, this is excellent strategy
2018-09-19 16:43 | Report Abuse
But looking at this relatively small steel company, and the price of share always in low side, and the company start make profit and expansion of company business, may be management foresee the bright future and now they dont want to share profit with other shareholder
2018-09-19 16:38 | Report Abuse
@agak, i am afraid u talking about the other company name is Leader holding doing cable one which already taken private
2018-09-18 12:43 | Report Abuse
@agak, how reliable is your info? thanks. if take private, price will go up, the NTA is 1.1 per share
2018-09-17 20:15 | Report Abuse
Mgt, Pls pay dividend first before taken private
2018-09-17 20:13 | Report Abuse
May I know ,Taken private, how to sell our share? Tq
2018-08-31 11:15 | Report Abuse
Pbt is actually high , 2.9 mil, in tandem with other peer with lower profit, they purposely pay a lot tax at this quarter, made the net profit lower, 2nd half with improved environment , price performance can be more encoraging
2018-08-30 19:59 | Report Abuse
Need reserve fund for :
1. Extension of factory at kapar
2. Venture into long rebar at kuching plant
2nd half may be can consider dividen perhaps
2018-08-15 09:41 | Report Abuse
choo bee has same business with lsteel posting better results, expect lsteel could posting good result also, market still shortage in piping and flat bar
2018-08-13 17:03 | Report Abuse
no sst, can stimulus sales or not??
2018-08-13 15:12 | Report Abuse
LUXCHEM has gapped-up to rebound off the EMA120 level with improved volumes. The MACD Indicator has issued a BUY Signal, while the RSI remains above 50. Monitor for a trendline breakout above RM0.68, targeting the RM0.715-RM0.775 levels. Support will be pegged around the RM0.65 level. M+ Online
2018-08-07 16:53 | Report Abuse
投资者对美国征收钢铝关税的反应太过激烈,导致钢铁股严重被拋售,已经出现超卖;然而,分析员相信,本地钢铁公司在5月份公佈的首季业绩,將交出强稳的表现,这有望带动钢铁股全面反弹。
因此,大华继显分析员维持建材领域「加码」评级,首选股为安裕资源(ANNJOO,6556,主板工业股)和聚美钢铁(CHOOBEE,5797,主板工业股),目標价分別为4.50令吉和3.10令吉。
「中国对钢铁领域的整合行动,促使本地钢铁价格维持在高位。同时,在多项大型基建工程陆续开工的情况下,钢铁需求料会拾级而上。」
他重申,美国宣布的钢铝关税政策,不会对本地钢铁业者带来影响,因为美国减少进口钢铁的同时,中国也积极减產,因此,不至於出现供应大量过剩问题。除此之外,加拿大、巴西和墨西哥等国,作为美国的钢铁供应商,若要把过剩產能出口至亚洲地区,並不符合经济效益。
Stock: [LSTEEL]: LEADER STEEL HOLDINGS BHD
3 weeks ago | Report Abuse
Net Profit 2.5 mil
Cash from operation activities 26.8 m
Dividen 1.5 sen