产品几乎一样的发达国家， 消灭关税? 美国买欧洲空巴， 欧洲买美国波音吗?

Please remove this article as it is plagiarism
http://lib.guhai66.com/6/jingdu-chaogudezhihui-xia-sina-zhuan.html

@kimao123 you yet include warehousing, handing & storage, administration, and you profit margin for doing so......

建筑业研究 -8 婆罗洲大道! https://leoting81.blogspot.my/2018/03/8.html

https://leoting81.blogspot.my/2018/03/8.html

https://leoting81.blogspot.my/2018/02/5665-ssteel-2018q2-2017-q4.html

https://web.facebook.com/leoting.my/posts/351285432016549

@soonadol 我还在。只是重新分配了资金。

20180115 点评长钢股

有网友问到长钢股。
所以，写了这篇文章。

目前，长钢股爬到了一个程度。
它们的EPS 好过油气，科技，
甚至好过手套股。

但是，马股是一个非常不公平的地方。
由基金，机构决定PE。
钢铁股的PE=10倍左右，
油气股可以20-30倍左右，
手套股可以30-40倍左右
科技股可以20-40倍。

2018-2019年，
长钢股都可以净赚1-2亿。
但是，显然马股的基金，机构的资金
大多在油气股，手套股，科技股。

举例来说，油气股赚个EPS10分。
股价就两块多。
手套股赚个20多分，
可以8块10块的。
而长钢股赚个30分，
股价就三块多。
看了很心酸呐。

无论如何，
长钢股未来多有股息。
需要很多的时间，
累积上升的能量。
总体而言，股价上涨的速度
将不如新鲜火辣的中上游油气股。

good profit margin for current ASP of rebar and wire rod

Thank you Edward123. Then, it can be confirmed all 4 long steel counters doing export.

For sure Annjoo, Ssteel, Masteel export their products, just not confirm Lionind export its products or not. Up to date information, Long steel counters will give better result this Quarter.

Still tight of supplying certain size. Just not sure those who said no demand, where their info coming from?

If Ringgit strengthen to 3.80 on first quarter 2018, and ASP remain RM2,600/MT and above, profit margin will still widen, even price of natural gas hiking.

Saying Annjoo pay 100millions USD for its iron ore, coke, import scrap, electrode for every quarter, previously it need to pay 425millions Ringgit, now it reduce to 406millions Ringgit.

http://leoting81.blogspot.my/2017/11/5665-ssteel-2018q1-2017-q3.html?m=1

@Op3rs Sorry to say properties slowdown since 3 years ago, and it is very "old" issue that yet to solve. Current steel sector's performance mostly base on infrastructure and manufacturing, and driven by low inflow of China's steel.

If properties sector is good, current steel counters' price should be double or even triple. But, i don't think properties sector will recover in coming 2 years.

Already above RM2400/MT. Profit margin is widen for big 4.

http://www.annjoo.com.my/investor-relations/latest-news/

Great information

https://leoting81.blogspot.my/2017/11/6556-annjoo-2017q3.html

https://leoting81.blogspot.my/2017/11/5098-masteel-2017-q3.html

Q4 only possible to achieve 70 millions above, due to higher ASP and lower cost of raw materials.

@BullRunComing https://www.facebook.com/photo.php?fbid=10155269571993892&set=pcb.537505743275115&type=3&theater&ifg=1

Great Analyst

By right, Lionind and Ssteel should release an outstanding result after their AGM.

不理想是某些人自己想的。。现在的打压是为了业绩后的走势。

Ssteel continuously boost its production output since August, it is impossible that it cannot make a good profit on Q3.

China steel price go up again..

@Dericlock Hi, Deric you are in the oil&gas sector?

https://www.facebook.com/photo.php?fbid=245398422656973&set=gm.532738980418458&type=3&theater&ifg=1

http://leoting81.blogspot.my/2017/11/9.html

http://leoting81.blogspot.my/2017/11/10.html

Tomorrow Lion's turn.

管钢领域: 业者规模! https://leoting81.blogspot.my/2017/10/blog-post_28.html

https://leoting81.blogspot.my/2017/10/blog-post_28.html

https://leoting81.blogspot.my/2017/10/5072-hiaptek.html

if pengerang project on 50%+ from 40 cents, If Oil&Gas industry pick up, then double from 40 cents. For the coming Mega Project infrastructure, it will boost the revenue of Hiaptek as well. If there is further write off, it will be from receivables. From there onward, it will become a profitable company.

@Nickhong Hiaptek is in the last step to recover. There may have some write off in the receivables, but the share is prepare to sail for northern.

Considering to buy some more.

@Nickhong yes, i bought for first batch that day.

My first batch is 0.35, will keep till the ship to very north..

Not bad...back to 0.42 already.

https://web.facebook.com/groups/459777487714608/ site visit from Zhuang Moor

钢铁第八报告 铁砂走势和大马钢市!
https://leoting81.blogspot.my/2017/10/blog-post_97.html

https://leoting81.blogspot.my/2017/10/blog-post_97.html

ASP around RM2400-2550. Anyhow, iron ore trend down and scrap price also decrease. Therefore, margin is there with rebate the lower material cost to customers.

I mean call warrants drag the Annjoo's performance.

Since Annjoo got few Call Warrants, its share price become very fluctuate...

@warmblood the minimum wages yet to confirm to increase till RM1800, although it is sure will have some increment. If eventually it increase to RM1800, Construction, retailing sectors, manufacturing, and plantation will badly impact.