already hamburger u , squeeze ur juice out

look like it won't cross 0.97 lor today

boring

coming back

massive troop port out this weekend, every day 10k people port out

flying to sky soon

Padini superb record high result out yesterday, Jerasia will be doing same ?

Khee San LonBisc Steps Up Mopping Exercise?

LonBisc is increasing its stake in Khee San (6203) based on the latest reporting. And in a rather aggressive manner too. In the last two days of trading, its buying accounted for more than 70% of the traded volumes in the market. Its last reported trades prior to this was on Nov...

Read more: http://blog.huskyintel.com/khee-san-lonbisc-steps-up-mopping-exercise.html

someone want chop ku ku liao

got drama see liao

at least RM4

that's why I said if really got problem, the boss should start transfer all the fund out masuk his own pocket, why still exercise warrant n build new plant ?

if really got such big problem, why the boss still expand the factory capacity

audited report going to announce today

later alex chan will ask u what make u think the steel still there

even masteel is bankrupt, NTA worth more than RM2 per piece, why so panic

total 28 mill share since yesterday which equal 8.7% of total volumn

punt punt time

when they dump any share, they need to make announcement, but I don't see any

ppl still throwing like mad

Masteel (Outperform, TP: RM1.10): 2014 financial results filing delayed. Malaysia Steel Works (KL) (Masteel) is delaying the filing of its annual accounts as well as the auditors and directors’ report for FY14. The annual accounts would be delayed beyond the filing deadline of April 30, 2015. Masteel said Bursa Securities would suspend trading in its shares on May 12 if the company failed to submit the annual audited financial statement for FY14 (AFS 2014). The company said the delay in the release of the 2014 audited financial statement was due to the external auditors requiring more information to complete the audit. (StarBiz)

later end of the month result out as usual, rebound strong

coming from behind, eat u all first

panic sell, over sold, han pa lan sell, fast fast sell, run run run

tembak 5 lori.... market will adjust the price align with the fundamental

relaks la, they've been fundamental strong and doing business for so long, same boss also

trap, why the big boss still exercise warrant few days ago and keep exercise ?

大马钢厂总有出头天
Author: Tan KW | Publish date: Mon, 23 Mar 2015, 12:01 PM



2015-03-23 11:32



大马钢厂（MASTEEL，5098，主板工业产品股）（2015年2月上市）是我国五大综合钢厂公司之一，业务是生产高拉力异形钢筋、软圆钢条以及钢胚产品。
大马钢厂拥有68个国内代理商以及几家国际贸易行，贸易伙伴来自澳洲、纽西兰、印尼、新加坡、泰国、越南和菲律宾。
该公司生产设施坐落在灵市51区以及巴生武吉拉惹，地理位置使得该公司拥有成本优势，因为运输成本较竞争者为低。
钢胚厂年产能50万公吨，而轧钢厂年产能为55万公吨（2015年中可达到这个水平）。
马钢厂已拨出1亿令吉资本开销兴建新轧钢厂，地点靠近现有巴生武吉拉惹钢胚厂附近。由于不断提升生产效率，新的轧钢厂预料最终将使集团整体年产能于2016年提升至65万公吨。
成本优势
大马钢厂是其中一家可以在竞争环境下良好生存的钢厂，小型的生产设施使它可以更容易调动，加上新轧钢厂位于熔炉厂附近，提供稳固中期盈利增长前景。
马钢厂使用电弧炉（EAF）将金属废料提炼成为钢胚，这产品可被压轧成为钢条，供应给房地产和建筑领域。使用金属废料的成本，远比铁沙价格为低。
过去的资料显示，金属废料价格的涨幅，远比铁沙价格为低，因为：1）铁沙是从巴西和澳洲进口，而金属废料则是来自本地；2）铁沙价格非常波动，因为供应是由世界三大厂商控制（即力拓、淡水河谷以及必和必拓）。
在2014财年第四季，大马钢厂是少数在竞争剧烈的市场取得净利的上市公司；由于有良好的业绩记录，它将可以安然度过价波动的时期。
第四季业绩卓越
大马钢厂于2014财年第四季，取得450万令吉净利（按季增174%），使全年净利增至1580万令吉。
兴业研究认为业绩表现标青，因为在第四季有一笔820万令吉未兑现外汇亏损，使得部份净利被侵蚀。
尽管售价下跌，以及来自进口的钢铁竞争，但依然可以取得更高的钢铁销量，使得整体营收按年增长5.6%。
管理层预测，钢条于2015年的销量将增加，这将加强集团2015财年的业绩。
由于国内建筑业获得公共和私人发展计划的支撑，所以，市场对钢条的需求量也会保持蓬勃。
政府在2015财政预算案中，继续保持基本建设计划，例如新高速公路和捷运等的开销在4850亿令吉水平，所以，国内建筑领域备受看好。
建筑订单陆续流入
联昌国际研究也预测，未来12至24个月，建筑领域的订单将会进一步扩大，因为政府将积极提升公共交通设施，包括推行捷运、轻快铁和单轨火车，以及落实巴生谷地区的高速大道计划。
估计政府还有约1500亿令吉的合约准备发放，这将是过去10年来最高的合约总值。
其他的好消息，包括即将落实的计划当中，有60%是属于私人界的类别，余下的政府直接开支，或是政府所推动的计划。
另外，据悉第十一个马来西亚计划将于6月份公布，这是政府朝向2020年高收入国宏愿迈进的最关键计划，与过去的计划一样，预料受惠的将是建筑领域。
依斯干达火车计划乐观
2011年1月9日，马钢厂与大马统一合作（KUB，6874，主板贸服股）成立一家股权60：40的联营公司———Metropolitan Commuter Network私人有限公司，提呈在依斯干达区兴建和营运世界级载客火车的建议书。
尽管已经5年了，马钢厂仍然对这项计划抱着乐观的看法。
今年1月，它提呈更新的建议书给交通部进行检讨。
此外，该集团也在与几名潜在的投资者商讨，以获得这项计划的融资。
根据大马钢厂透露，它继续与关键的利益关系人进行正面的讨论，各方都承诺要让这计划落实。
负面因素已反映
处于0.81令吉水平，大马钢厂是在2016财政年6.4倍本益比水平交易，比5年平均本益比9倍折价28%。
在股价对净有形资产方面，它处于股价对账面价值0.33倍的水平交易，比钢铁领域折价23%，也比5年平均0.42倍折价25%。
此外，大马钢厂也获得2014财年至2017财年28%的复合平均净利年增长率的支撑。
风险
●区域产能持续过剩，以及全球经济放缓。
●原料价格下跌，使钢铁价面对下跌压力及打击存货的信心。
●进口钢铁的竞争持续加剧。

RM2.5 soon

We refer to the announcement made on 19 January 2011, wherein Masteel announced that the Company had entered into a Heads of Joint Venture Agreement (“JVA”) with KUB Malaysia Berhad (Company No. 6022-D) (“KUB”), a company listed in the Main Market of Bursa Malaysia Securities Berhad whereby KUB and Masteel (“Parties”) have agreed to combine their capabilities and resources to co-operate and collaborate with each other in the joint-venture company, Metropolitan Commuter Network Sdn Bhd (“MCN”) to pursue the rail transit network project in the Iskandar Development Region (“Project”) and the Parties are desirous of submitting a joint proposal for the Project to the Government of Malaysia (“Proposal”). Pursuant to Bursa Malaysia Securities Berhad's letter dated 4 August 2006, we wish to announce the status of the JVA as follows:-

MCN has submitted an updated proposal on 8th January 2015 to the Ministry of Transport. According to Yang Berhormat Datuk Seri Liow Tiong Lai, the Transport Minister, his Ministry will speed up the reviewing and updating process of the Project and recommend its re-tabling to the Economic Council by this year.

The Minister also indicated that the MCN's proposed system compliments the ongoing Gemas-Johor Bharu double tracking project, the Kuala Lumpur-Singapore High Speed Rail, Johor-Woodlands, Singapore Rapid Transit System (RTS) and the Bus Rapid Transit (BRT) system for the economic corridor.

Breaking News

Govt lower tariff rate next month

中國報訊：能源部長麥西慕宣佈3月1日至6月30日，半島電費將採取自動燃料成本轉嫁機制，每千瓦時下調2.25仙。

詳細報導翻閱今晚／明日《中國報》

JOHOR BARU: The Government has called on more interested companies to submit their proposals to operate the proposed multi-billion ringgit inter-city rail transit system in Iskandar Malaysia.

The ministry, said Transport Minister Datuk Seri Liow Tiong Lai, welcomed investment and cooperation from the private sector for the proposed RM1.23bil project.

“We are currently reviewing and updating all proposals submitted by Masteel Bhd and KUB Malaysia Bhd since 2011 and we are open to more submissions.

“We want more companies to take this opportunity as KTMB (Keretapi Tanah Melayu Bhd) cannot manage the train services by themselves,” he said during the Johor Motorcycle and Scooter Traders Association’s Chinese New Year dinner last night.

The ministry, added Liow, would also speed up the reviewing process so as to submit an update of the project and recommend its retabling by this year.

Liow also said the introduction of multi operators for government railway tracks would maximise the utilisation of its rail assets and provide attractive alternative public transport services to commuting public.

The proposed system, he said, would also be complementary to the ongoing Gemas-Johor Baru double tracking project, the KL-Singapore high speed rail, Johor-Woodlands Rapid Transit System as well as the Bus Rapid Transit system for the economic corridor.

“I hope that with such development taking place, Johoreans can enjoy more economic growth,” he said.

The multi-billion ringgit project proposed by Metropolitan Commuter Network Sdn Bhd is a 60:40 joint venture between Masteel and KUB.

In 2009, MCN had proposed to construct a 30km double track railway line linking Kulai and Johor Baru city centre and a 50km link between Pasir Gudang and Port of Tanjung Pelepas using the existing tracks.

Earlier, Liow said MCA had set up a special liaison committee to act as a communication channel between investors and the Malaysian and Chinese governments.

The MCA International Trade Liaison Committee would facilitate trade activities between the two countries, said Liow, who is also party president.

“With the setting up of the committee, we are also confident of attracting more traders from China to invest in Malaysia,” he said after launching the MCA election strategy committee here yesterday.

sapu

^_^

Price hit extreme, time for rebound

中取消钢材退税利马商 本地业者松口气
头条 全国 2015-01-04 23:19

（吉隆坡4日讯）中国政府去年12月31日宣布，从今年1月1日起取消含硼钢材的出口退税，预料从中国进口的含硼钢材价格将上涨，这不但纾缓本地钢铁业界的压力，也有望从中受惠。
马来西亚钢铁协会署理会长丹斯里方天兴对《南洋商报》指出，欢迎中国取消含硼钢材的出口退税措施，这意味着大马钢铁业竞争力提升。
“含硼钢材在大马市场普及化，因此，随着中方取消含硼钢材出口退税，对整个大马钢铁业影响层面很深远，一直饱受打压的本地钢材商也有望可喘口气。”
他说：“除了可提高本地钢铁业在国际的竞争力，同时让本地业者有发展空间，同业可公平竞争。”
在我国市场，普遍上含有硼元素的钢材，主要是圆铁、花铁和钢卷。

千億轉型計劃護航‧建築業審慎樂觀

2014-12-29 17:02

（吉隆坡29日訊）雖然建築業獲得超過1千億令吉的經濟轉型計劃護航，但在評估部份公司的業績後，肯納格研究保持“審慎樂觀”態度，呼吁投資者小心選股。

肯納格研究表示，大馬在短中內將會有超過1千億令吉的計劃，其中包括第二條捷運線（MRT2）（總值250億令吉）、馬新高鐵（總值400億令吉）、半山芭監獄再發展計劃（總值70億令吉）等，這些計劃將繼續推動建築業成長。

第十一大馬計劃料捎佳音
此外，該行也預計第十一大馬計劃將會為建築業帶來更多的好消息。
建築股指數從年初至今下跌4.6%，持續跑贏富時綜指的下跌10.3%，當中，金務大（GAMUDA，5398，主板建筑組）及怡保工程（IJM，3336，主板建筑組）表現最為突出，分別成長4.2%及14.2%。
儘管如此，對比2014年第三季業績，半數以上的建築業者業績比預期遜色，而根本的原因在於產業領域放緩及成本提高導致毛利縮小。肯納格研究估計，這會影響建築業者的盈利能力，成為建築業者面對的一大風險。
該行認為，儘管建築業前景明朗，但是在投資上應該以個別股只做考慮，選擇一些擁有強勁訂單、面對較小風險、將會受益於政府2015年計劃和有非常吸引的本益比的公司。
在考量上述原因後，該行維持建築業的“加碼”評級之餘，首推金務大及MMC機構（MMCCORP，2194，主板貿服組）；中型股方面，福勝利（HSL，6238，主板建筑組）及睦興旺工程（MUHIBAH，5703，主板建筑組）也符合選股條件。（星洲日報／財經‧報道：陳林德）

I strongly believe masteel will make a big come back on QTR 4 when government policy kick in and new plant complete

still hold tight tight under pillow

buy buy buy

MASTEEL is our Top Pick due to its: (i) attractive FY15 Fwd. PE valuation at 6.4x (lowest among all steel players), (ii) ROE of 5.5% (highest among all steel players), (iii) strongest balance sheet with only 0.5x net gearing (lowest among all steel players), and (iv) near-term growth seen from its aggressive capacity expansion by 44% or 200k MT to 650k MT by 2016 (currently 450k MT).

kub moving, mcn project coming ?

mcn rail project coming soon?

is not listing, is exercise ....

run.........................................

can not wait then sell lor

hold another 1 year loh, they're testing your patience

block block lor

shark eat kaw u

buy buy buy