Buying a company with 500m, but that company only earn 20m yearly....PE25....500m financial cost almost 20m yearly

Q1 coal price is RMB 1317. So recently coal price shoot up to RMB 1500?

Sorry, Base on Huaan management, Q2 Coal price is RMB 1239

Keith Han sifu, where to find coal price 现货? Any link? How you know is RMB 1400~1500? Last Q, from huaan Q report mention only around RMB 1280. Now shoot up to RMB 1500?

对投资来说，股息就是股东的最好回报。对投机来说，TA的股价这几日未破0.68，整理完毕后，肯定能走得更高更远

Tomorrow TA will try to break 70sen. Ok kah?

Don't like TA? 后劲无力 / 即将调整？Can sell all your holding. 0.68 is a good price maa..... Rather wasting time in this counter and wasting time here. Put your time and money in others counter can let you make more money. Don't like TA but still holding it and wasting time here might be something wrong with you.

One day, if i sell TA, I won't waste time here anymore. Better allocate my time and money in others counter.

haha。。。300000 unit. Just two bite.....被KO了

VenFx sifu, 多多指教

Fabien, I wrote for you in summary here.

TA company itself mainly involve in 2 important segments, Brokerage and share Investment. Year 2017, Investment is the main contributor (contribute 8x compare to previous years). TA invest share in 5 countries, (FBMKLCI, Dow, Hangseng, FTSE 100 and EORU Stoxx 50) . All of these country index up except EURO Stoxx 50 during 1Oct~31Dec. The table there show the index, gain and percentage of gain.

Most of us feel disappointed of TA due to TA share price and dividend paid out. But year 2017 will be different from previous years because TA investment segment earn a lot, even more than Tagb. This never happened before. (See table)

Tagb disposed a piece of land and make RM231mil profit after Tax. TA own 60% of Tagb, hence TA indirectly make RM 138mil or EPS = 8 sen on Q1 2018. Others additional contributions in 2018 will be 3 penthouse (RM100m) & Avito Suites from Tagb.

Once we know the dividend policy, dividend amount can be roughly calculated. (Table)
TA company + Tagb = 5.3 ~ 9.2 sen dividend

This coming Q4 results sure profit. Dividend if less than dividend policy, can complaint SC. Next coming Q1 2018 still profit as land sales make RM 231 million net profit. No doubt !!

http://www.investalks.com/forum/forum.php?mod=viewthread&tid=37688&extra=

I also want to buy Edward a nice meal.....

哗！一天调涨两次，价钱调涨的重点是 ： 销量来了。。。之前价钱下跌，最怕的就是本地销量减少。现在疑虑消除了。Thank you Edward

See what the steel manufacturer said on Malaysia steel demand. You believe this or believe what KYY said?

Prospect
Steel demand in Malaysia for 1H 2017 declined by 7.7% y-o-y was mainly due to a slowdown in demand for long products. The steel demand in Malaysia is expected to
recover in the second half of the year and register a positive growth rate supported by the country’s strong economic growth. Malaysia economy grew at a faster pace of 6.2% in the third quarter of 2017 compared to 5.8% in the second quarter of 2017.

The stronger pace of growth was propelled by both sustained domestic demand and improved external sector. Higher economic activities in the services, manufacturing and agriculture sectors were the key engines that drove the economy in the third quarter.
The construction sector again will be the main driver in boosting the steel consumption in Malaysia. The construction sector is expected to grow 8% in 2017 and forecast to post a robust growth for the next three years, as more government infrastructure projects are to
be implemented as announced in the 11th Malaysian Plan (2016 to 2020) and Budget 2017. Among key infrastructure projects are the East Coast Rail Line (ECRL), the Kuala Lumpur-Singapore High-Speed Rail (HSR), Mass Rapid Transit Line 2 and 3 (MRT), Light Rail Transit Line 2 and 3 (LRT), the Pan Borneo Highway, the Merdeka PNB 118 skyscraper, and the Refinery and Petrochemicals Integrated Development project in Johor.
The continuing efforts by Chinese Government and its plans to cut production capacity will help stabilise the world steel prices which will definitely benefit the local steel industry players.

The Group remains positive on the outlook of steel industry with the above essential drivers. The Group is committed to continuous improvement on productivity and technical competency while expanding its products range, and will also focus on procurement and pricing strategies as well as working capital management to drive its costs leadership in the sector.

EDward updated just now
RM2580 liao

edward123 Updated
15th Dec 2017
Southern Pricing : (Morning) Up Rm30/Mt
Y16-32=Rm2580
Y10,12,Y40 &R10 =RM2730
R6,8,12,16,20&25=Rm2780 (No Stock)

Amsteel Pricing : (Morning) Up Rm30/Mt
Y16-32=Rm2580
Y10,12,Y40 &R10 =RM2730
R6,8,12,16,20&25=Rm2780

Thank you Edward

From Nov RM2300 to RM2550 today.
December demand is back

From edward123 14th Dec 2017

Southern Pricing : (Morning) Maintain
Y16-32=Rm2550
Y10,12,Y40 &R10 =RM2700
R6,8,12,16,20&25=Rm2750 (No Stock)

Amsteel Pricing : (Morning) Maintain
Y16-32=Rm2550
Y10,12,Y40 &R10 =RM2700
R6,8,12,16,20&25=Rm2750

15th Dec 2017
Southern Pricing : (Morning) Up Rm30/Mt
Y16-32=Rm2580
Y10,12,Y40 &R10 =RM2730
R6,8,12,16,20&25=Rm2780 (No Stock)

Amsteel Pricing : (Morning) Maintain
Y16-32=Rm2550
Y10,12,Y40 &R10 =RM2700
R6,8,12,16,20&25=Rm2750

Masteel, Ssteel

All misleading cunning foxes' gugu need to be cut off.

Kongming 1, recently I follow Leoting bought steel counter. Luckily, we have Edward to update us steel price. 这已经是很大的投资钢股优势。感恩 Leoting 和 Edward。

The one who said Masteel will drop below 1.4 didn't appear today. Because his gugu sudah bo liao.

Somebody here saying that will reach below 1.4. I am waiting to buy below 1.4. If no reach below 1.4, dudu cut ur gugu ya.

Lansai...lah... I nearly bankrupt liao...

Masteel drop 1sen looo..... Again loss a lot of money this time. Going to bankrupt this time.

Thanks brother edward123. 爱死你了

Price no drop anymore. I blur blur waiting it drop to buy, but unable. So stupid listening to sifu here. TNND, all are cunning fox.

I wait wait KYY come here to push down the price. 这次亏大了

Joeshare predict today price 1.26 to 1.28, long waiting. Mana ada this price. Some more Joeshare deleted yesterday post wor. Can't find anymore. Today Joeshare missing in action liao

Thank you so much Edward. Without you and Leoting, investing in steel counters become meaningless. Hope Edward to keep on updating us steel price here. Thanks again to Edward.

Leoting and Edward is our 泰山北斗 in this steel sector......Thank you both of you.

Thank you very much Edward. Miss you so much........!

Ayo.....Fast fast drop back let me buy back lah........ Why Kyy today didn't come to press down the price for me to buy back ?

Ayo, why after i sell only up one? Big boy so naughty, wash me out only up ar ?

Kyy ada buy ar?

Bo Lui liao lor......

Why follow KYY and OTB to buy Masteel also can lose so much money? Margin call lor........ Bankrupt liao this time.

Follow OTB, add masteel at 1.45, 1.43, 1.42

How come support KYY to buy masteel also loss money? If continue drop, soon going to bankrupt loor......

Follow OTB, add 1.48 yesterday

Uncle Koon want to buy Choobee, so he attack Choobee. But Choobee price didn't come down. So he unable to buy. Now Uncle Koon want to buy Masteel lah........Very obvious wat.

I support Uncle KYY, so today continue buying Masteel at 1.52 .... :)

Less people buy Jaks, kyy can't sell to buyer, that's why he must continue to buy and buy and buy.... all buy quote are from kyy. He will write more article to attract more innocent buyer.

Jaks next quarter results maybe still losing money.
Let's see kyy follow his own Golden rules or not....hihihi

Everybody, fast-fast sell Jaks to KYY......
Let KYY become 50% of Jaks share holding....hihihi

Fuiyoh, eps 8 sen....2moro fly liao...

Nobody buy this share?
Nobody...nobody but you !
Nobody...nobody but you !

When 20sen， iloveshare appear tembak me, showing us with his investment philosophy.....
When 25sen, iloveshare still tembak me saying that is my conspiracy.....
When 35sen, don't know iloveshare still can appear tembak me or not....with what reason har?