If your capital up to certain extent, then need to diversify to few sectors. If capital is limited, then diversify to few stocks in one sector may not a issue. Anyhow, this is just the experience talks not professional advices.

Share Investment need portfolio diversify (at least 2 stocks with small capital), risk management, strategies.

Big 4 themselves will enjoy this 10 billions cake, by eliminating the potential long steel importers.

Appreciate hardwork of Edward123.

钢铁第八报告之大马长钢展望! https://leoting81.blogspot.my/2017/10/blog-post_9.html

https://leoting81.blogspot.my/2017/10/blog-post_9.html

赚钱啦 !你们还在吗?

钢铁第八报告之Q3业绩预测和Q4展望! https://leoting81.blogspot.my/2017/10/q3q4.html

https://leoting81.blogspot.my/2017/10/q3q4.html

Your piece of calculation is good. But, two variables you input need to review. First is capacity, Second which is most important is Average Selling Price (ASP) too optimistic.

Market selling price also fluctuate from time to time, unless you can get an exactly average selling price for year 2017, else you won't get a more accurate figure of profit.

Please adjust your machine capacity. Design capacity no equivalent to operation capacity. Machine got downtime, setting time, and routine maintenance. 70 to 80% of design capacity is reality.

i would say too many Mega projects going to launch, just like today 4 billions package for LRT3...The local demands for long steel fluctuate from months to months, and now big 4's import scrap sufficient to catch with the current demands, therefore, they go for price war.

For export portion, you cannot monitor through daily market price update. It is inked and deliver on Q4. Apart from production capacity use for export market, Big 4 will use the rest production capacity to fight fiercely in local market as higher production capacity and machine utilization can significantly bring down the overhead cost.

Personally, i think the price war is good as a strategy to eliminate those who intend to import long steel from other countries.

I cannot elaborate more, but you may wait for MITI export data.

Ask Kenanga...

Rivalry between industry competitors and it benefits local consumers. No matter how, majority Q4 production are lock for export markets.

Good for buyers, they need to take a rest as well..

This year, Australia bought from all Big 4.....

yap, from 2000-2650, then drop to 2560 cash term.....

If Malaysia fulfill Australia's demand, then local will facing shortage.....

Q4 Australia bought a lot from Malaysia Big 4. Nothing to worry.

5072 HIAPTEK 管钢巨头! (下篇) https://leoting81.blogspot.my/2017/09/5072-hiaptek_30.html

http://leoting81.blogspot.my/2017/09/5072-hiaptek.html?m=1

Then, local users have to support the local steel producer..

Local players very clever to maintain a gap of price with China steel product. Then, users will not able to make profit by import...

@paperplane2016 http://leoting81.blogspot.my/2017/09/02.html?m=1

No choice, he smells blood in the other place...

He achieve 30-40% paper profit already, as a profit-oriented trader. Definitely, he will look for new lobang.

No lah, one XXB sifu take profit. He is very satisfied with the achievement already.

另外的原因，中国政府要控制黑色系期货，过于炒作伤害了实体经济。 目前，中国放宽了股市期货的限制， 把黑色系期货的资金和虚拟货币的玩家给诱导去了股市期货。 所以， 接下来中国股市的期货会非常的精彩。

Very deep drill piece of works. Like!

yeah!

好文!

Patient is a Virtue to those who seek wealth...........

waiting them to melt the scrap into billet then to wire rod, stock yard is too free!! And, customers are very impatience already.

https://www.facebook.com/groups/459777487714608/

All long steel counters are undervalue diamonds!

Amazing move......

http://www.investalks.com/forum/forum.php?mod=viewthread&tid=8892&page=174#pid3963358 S_Feng 弟兄对SSTEEL的观察

Thanks to effort of 黄文权. I just share the news.

https://web.facebook.com/groups/459777487714608/permalink/506486696377020/?comment_id=506494903042866&ref=notif&notif_t=group_comment_reply&notif_id=1505226609784344&_rdc=1&_rdr

见到Edward123 实在太开心了

四大长钢商图表资料 https://leoting81.blogspot.my/2017/09/4.html

https://leoting81.blogspot.my/2017/09/4.html 长钢4大产商的图表资料!

http://leoting81.blogspot.my/2017/09/8869-pmetal.html

BTW, congratulate to all who make profit and we waiting Edward come back for updated data.

@moneySIFU Regarding your questions, i think it is not suit to discuss in forum and of course i don't know the actual or general figure of exports.

@KLCI King Still brewing new article, but in waiting for more trend monitoring.

@paperplane2016 还会继续炒的，它接下来都会有业季，
但是全部OPERATION在中国，
而且红筹赚钱不派息，
所以只能玩CAPITAL GAIN。
总的来说会涨，但是我不赚这一类股。

十年一次啊。 粒粒黄金。