We are here to share and make friends, not enemies. Please be respectful everyone. Thank you very much

After I read Serba announcement, I realise their logic and Pearl’s are same. Conclusion? Pearl is from Serba. He is sent here by Serba.

https://www.businesstimes.com.sg/energy-commodities/indonesia-to-ban-exports-of-palm-oil-from-apr-28?amp

https://www.theedgemarkets.com/article/ukrainerussia-conflict-doubleedged-sword-commodities

Indeed, sometime we think too much and can not make decisions. We will have election this year and Malaysia have many oil palm plantation owners, which could support palm oil bull year. I think it is still early stage, but I maybe wrong la.

Thank you all for your good reply. There are palm trees in front of my house as decoration trees. Ever year they produced fruits which attracts birds (although I never apply fertilizer). The fruits and birds are causing some annoyance to me. Ha....

While I agree that fertilizers price is increasing and the fertilizers company will earn more, it is illogical to think the fertilizers company will take major profit while the plantations earn less. Not logical and not possible.

Thank you Mr Firehawk

Why it is so? Mr Firehawk

I think now it is certainly not a bear market, so JAKS' price performance is its own. For investors not yet buy, better no. For stuck investors, can consider to switch to other counters. You can always come back later.

@Peterng123, be careful of "value trap"..

Many people believe i3 forum discussion will affect stock market. I never believe this. How can we the forummers move KLSE? Only the funds can.

Many years ago, I bought Megan Media after I read sharing from Mr KLSE.8K. I lose a lot of money due to Megan. Do I blame 8K? No. Because investment decision is mine. I even met 8K after Megan fraud and until today I always wish him healthy and prosperous.

If I am Mr OTB, I won?t entertain those bullies but I guess everyone is unique and different. Nobody will be willing to share if he get blamed for the companies he shared.

Investment is your own decision. If you win money in stock market, you will think it is your capability. So do not blame others when you lose money. The most important point is you learned something from the loss and get better. Cheers!

"Good" business with no direct control + Bad management.

I do not see investment value in this company.

If I am to choose between fertilizer and palm oil, of course palm oil is better and I think it is common sense. Correct?

Major shareholder placed 10% share at RM1.58.

Since the private placement is completed, in my opinion, RM1.62 is very attractive entry price.

xxx

KUALA LUMPUR (July 19): CTOS Digital Bhd (formerly known as CTOS Holdings Bhd) debuted on the Main Market of Bursa Malaysia, surging to a high of RM1.76, a 60% premium over its initial public offering price (IPO) of RM1.10.

Opening at RM1.50, the stock ended its maiden trading day at RM1.62, up 47% over the issue price.

https://www.theedgemarkets.com/article/ctos-digital-debuts-main-market-surging-high-rm176-or-66-sen-above-offer-price-rm110

Under the proposed primary placement exercise, the Group would issue a total of 110.0 million
new shares representing 5.0% of the total number of issued CTOS Digital shares. Upon the
listing of the new shares in early March 2022, CTOS Digital’s issued share capital would
enlarge from 2.20 billion shares to 2.31 billion shares.
The issue price per share of RM1.58 represents a 6.5% discount to 5-day volume weighted
average price (VWAP) up to and including 21 February 2022, being the market day
immediately prior to the price fixing date.
Following the strong demand for this placement, private equity firm Creador, via Inodes Ltd,
placed 185 million shares it owns in CTOS Digital at the same price of RM1.58, its first
placement since the Company’s initial public offering (IPO) in July last year. This pares Inodes’
shareholding in CTOS Digital from 40.0% to 30.1% post issuance of the primary placement.

Local steel makers have no control over the rising steel prices, say associations
Sulhi Khalid
/
theedgemarkets.com

February 15, 2022 21:41 pm +08
Local steel makers have no control over the rising steel prices, say associations


KUALA LUMPUR (Feb 15): Amid rising prices of building materials such as iron and steel, domestic steel bar manufacturers have no control over the rising steel prices that result in higher building material costs, said Malaysian Iron and Steel Industry Federation (MISIF) and Malaysia Steel Association (MSA) in a joint statement.

The duo noted that the domestic steel prices are subject to global supply and demand dynamics.

Both associations highlighted that steel bar users, such as contractors and housing developers, have been able to import steel bars at zero import duties without the need for an approved permit since 2008.

"Steel bar prices rose in the first half of 2021, owing primarily to strong demand resulting from global economic recovery and hike in raw material prices, particularly scrap, iron ore and coking coal, due to supply tightness and global supply chain disruptions.

"Coupled with the Chinese government's tight control over steel production and the removal of export rebates, the increasing raw material costs are reflected in rising steel prices.

"In addition, rising energy prices, such as a 64% increase in natural gas tariff in 2021 in Malaysia, as well as a surge in international freight costs also contributed to the increase in imported material costs and steel prices," it said.

The associations added domestic steel bar prices have constantly been below China prices. The duo reiterated that the trajectory of domestic steel prices tracks the international price trend, particularly China steel prices, as the country accounts for more than half of global crude steel production.

MISIF and MSA also pointed out that they are not aware of any cartel dominance in the iron and steel industry.

According to both associations, steel products account for approximately 3% of total housing project costs.

"We welcome engagements with relevant ministries and associations for further deliberation," the statement said.

Kathy Fong

https://www.theedgemarkets.com/article/local-steel-makers-have-no-control-over-rising-steel-prices-say-associations

@trader808,
May I know on what basis you opined that earning for AYS in 2023 would be 24m?

I myself appreciate OTB.

AYS Ventures poised to resume uptrend reversal, says RHB Retail Research

KUALA LUMPUR (Dec 24): RHB Retail Research said AYS Ventures Bhd is poised to resume its uptrend reversal as it attempted to push past the immediate resistance of 65.5 sen on stronger volume – printing a “White Marubozu” bullish candlestick.

In a trading stocks note on Friday (Dec 24), the research house said if the stock manages to breach that level, the positive momentum may propel it towards the 70 sen resistance, then the 80 sen mark.

“This expectation will be nullified if it falls below the 60.5 sen support level,” it said.

https://www.theedgemarkets.com/article/ays-ventures-poised-resume-uptrend-reversal-says-rhb-retail-research

I think you are referring to Eastern Steel. I believe they are sourcing iron ore externally, as the operation is controlled by China Jian Long. For Hiaptek, its iron ore business is very very small only.

Market capitalization for Annjoo is RM996 million, Hiaptek is RM876 million.

Annjoo and Hiaptek are both upstream steel players. While Annjoo directly control its upstream business, Hiaptek operates via its associate Eastern Steel.

I prefer Hiaptek compared to Annjoo because Hiaptek has expansion plan and never been "goreng" since TSLaw taken over it years ago.

But actually you could buy both, not need to choose.

I think share buy back will not be efficient and use up company's capital.

@Uncle Koon,

I think the suggestion to "give twenty-eight (28) days notices before the AGM to submit your requisition to move and vote on your resolution on ...shares split/ bonus/ free warrants..." is very good news to support the share price.

Please submit the suggestion to AYS now then broadcast your letter to all. Let the news agency to pick up this news. Thanks.

Hiap Teck Venture in expansion mode
theedgemarkets.com

November 13, 2021 09:02 am +08

Wai Cheong says the capital injection by Shanxi Jianlong was very timely as ESSB had gained a strong foothold in the local steel industry and was ready to embark on a RM3 billion expansion, involving a venture into the hot rolled coil (HRC) business.

-A+A
KUALA LUMPUR (Nov 13): After a 10-year wait, Main Market-listed Hiap Teck Venture Bhd, controlled by tycoon Tan Sri David Law Tien Seng, is finally reaping the fruits of its investment in Eastern Steel Sdn Bhd (ESSB), which operates a fully-integrated blast furnace steel plant in Kemaman, Terengganu.

The construction of ESSB’s Kemaman plant started in 2011 before its dry run in 2014, followed by the commencement of production in January 2015.

Unfortunately, in October 2015, ESSB’s operations were suspended to minimise losses due to difficult market conditions at the time, caused by the influx of cheap imports from China that started in 2013.

The breakthrough came in 2018, when Hiap Teck successfully roped in Shanxi Jianlong Industry Co Ltd as a new strategic partner of ESSB.

Shanxi Jianlong, whose parent Beijing Jianlong Heavy Industry Group Co Ltd is a Fortune Global 500 company and one of the top five steel makers in China, acquired a controlling stake of 60% in ESSB and resumed steel production within a short period of half a year.

Notably, Hiap Teck last Monday announced that Shanxi Jianlong had injected cash of 500 million yuan (about RM325.6 million) into ESSB, and therefore raised its stake in the company to 68.8%.

Consequently, Hiap Teck’s shareholding in ESSB was diluted from 35% to 27.3%, while Chinaco Investment Pte Ltd’s stake was cut from 5% to 3.9%.

In an exclusive interview with The Edge, Hiap Teck executive director Law Wai Cheong, who is Tien Seng’s son, said the capital injection by Shanxi Jianlong was very timely as ESSB had gained a strong foothold in the local steel industry and was ready to embark on a RM3 billion expansion, involving a venture into the hot rolled coil (HRC) business.

Wai Cheong also spelled out Tien Seng’s ambitious plans in rebuilding his mining empire in Australia.

To recap, after selling his stake in Australian iron ore miner Midwest Corp Ltd to China’s Sinosteel Corp at the peak of the commodity boom in 2008 — pocketing a whopping profit of A$200 million — Tien Seng returned to Australia by investing in Tungsten Mining NL (TGN) in 2014.

Today, he controls at least three Australian-listed mining companies, namely iron ore miner GWR Group Ltd, tungsten miner TGN and gold miner Western Gold Resources Ltd.

Meanwhile, it has not gone unnoticed that most steel stocks on Bursa Malaysia, which saw their prices peak in May this year, have since retreated from their mid-year highs, some with more than half of their gains erased.

The Edge compares the performance of Hiap Teck against some major steel players including Ann Joo Resources Bhd, Southern Steel Bhd, CSC Steel Holdings Bhd and Leon Fuat Bhd.

https://www.theedgemarkets.com/article/hiap-teck-venture-expansion-mode

As a investor with personal experience with Megan Media, I think I know what will be the ending of Serba Dinamik. Not trying to hurt the minor shareholders, I just feel sad for the current situation and angry with the big bosses.

Do you really believe there is happy ending for Serba Dinamaik???

@lee901,
it is export ban of scrap iron (material), not steel product la.

It is actually good news for iron mill at Sabah. But ask yourself, are there many scrap iron at Sabah???

Government won't ban export of steel product, unless it is preparing to make compensation to the exporters because breach contract. At most, it can increase export duty or tax.

I remembered when we discussed about Hiaptek during MCO3.0. There are a long time which Hiaptek remain around 50 cent. Everyone can enter at that time and have a good paper profit now. So please do not accuse OTB try to push up price now. Not fair to him la. He shared a lot of info here while most of people here did not pay him or appreciate his effort.

It is apparent steel counters will go up and it is still early stage. Because there are still a lot of non believers...牛市总在绝望中诞生，在怀疑中成长，在乐观中成熟，在兴奋中死亡。。。

While for glove counters, if you are experienced investors, you should know those will buy, already in them, waiting for novice investors to buy for them. That is why the share price does not go up.

nobody senses my sarcasm :P

@arv18, good for you to sell and take profit. But please pity those still holding steel counters, not need to talk bad although you sold already

Go out and ask those hardware shop, contractors, developers and builders, are the price of steel products rising or decreasing? Do they think the price will continue to rise or decrease?

Then come back here to state your findings.

@Sslee,

I have studied the history of Eastern Steel. TSLaw has strong control over it. In fact TSLaw founded & used Eastern Steel to gain control of Hiaptek from previous MD.

Eastern Steel has massive loss over the years, so dividend is not relevant. In fact I prefer they use retained earning to upgrade the factory and output.

TSLaw/Hiaptek controls the finance and have big influence over the Malaysian staff. Also TSLaw/Hiaptek has local knowledge and local relationship.

Operation wise Eastern Steel is controlled by Jianlong. I think the relationship between TSLaw/Hiaptek and Jianlong is very very good, and I never worry about Eastern Steel.

两部门：拟在京津冀及周边地区实行钢铁行业错峰生产

2021-10-13 14:59:00

　　
工业和信息化部办公厅 生态环境部办公厅

　　关于开展京津冀及周边地区2021-2022年采暖季钢铁行业错峰生产的通知

　　北京市、天津市、河北省、山西省、山东省、河南省工业和信息化主管部门、生态环境厅（局）：

　　为深入贯彻落实《国务院关于化解过剩产能实现脱困发展的意见》（国发〔2016〕6号）有关要求，继续巩固钢铁去产能成果，切实做好2021年粗钢产量压减工作，推动钢铁行业减污降碳协同增效，促进高质量发展，持续改善区域环境空气质量，现就京津冀及周边地区钢铁企业2021-2022年采暖季实施错峰生产有关事项通知如下：

　　一、总体要求

　　坚持以习近平新时代中国特色社会主义思想为指导，全面贯彻落实习近平生态文明思想，按照党中央、国务院决策部署，深化钢铁行业供给侧结构性改革，推动钢铁行业实现碳达峰碳中和、促进行业高质量发展。聚焦影响京津冀及周边地区采暖季环境空气质量的重点城市、重点企业、重点时段，结合各企业能源消耗、环保绩效、安全生产、技术装备等因素，采取市场化、法治化办法实施差异化管控，避免“一刀切”。抓住关键的炼铁环节，对焦化、烧结、球团等相关配套设备实施全流程管控，按照“可操作、可核查、可统计”原则制定工作方案，强化事中事后监管。

　　二、实施范围

　　实施对象为钢铁冶炼企业。实施时间为2021年11月15日至2022年3月15日。实施范围为北京市，天津市，河北省石家庄、唐山、邯郸、邢台、保定、沧州、廊坊、衡水市以及雄安新区，山西省太原、阳泉、长治、晋城市，山东省济南、淄博、济宁、德州、聊城、滨州、菏泽市，河南省郑州、开封、安阳、鹤壁、新乡、焦作、濮阳市（含河北省定州、辛集市，河南省济源市，以下简称“2+26”城市）。承德、张家口、秦皇岛、临汾、日照、临沂、潍坊、泰安参照执行。

　　三、工作目标

　　第一阶段：2021年11月15日至2021年12月31日，确保完成本地区粗钢产量压减目标任务。

　　第二阶段：2022年1月1日至2022年3月15日，以削减采暖季增加的大气污染物排放量为目标，原则上各有关地区钢铁企业错峰生产比例不低于上一年同期粗钢产量的30%。

　　四、工作要求

　　（一）加强组织领导。省级工业和信息化、生态环境部门负责组织实施采暖季错峰生产工作，制定本省市错峰生产方案，指导各城市制定具体实施方案，引导各钢铁企业提前谋划、科学组织、有序实施，保障安全生产。2021年10月20日前向工业和信息化部、生态环境部报送本省市2021-2022年采暖季钢铁行业错峰生产方案。2021年12月起，每月15日前向工业和信息化部、生态环境部报送上月错峰生产工作进展。

　　（二）做好分类实施。重点对长流程企业实施错峰生产，环保绩效评级A级企业、完成超低排放改造的全废钢短流程炼钢企业自主采取减排措施，但须确保错峰生产期间粗钢产量同比不增加；B、B-、C、D级企业根据不同环保绩效评级和目标任务执行差异化错峰生产比例，环保绩效评级越低错峰生产比例越高；对2021年以来中央环保督察、钢铁去产能“回头看”检查等发现存在违法违规行为、产能利用率超过120%、未列入工业和信息化部钢铁行业规范公告的钢铁企业加大错峰生产比例。企业环保绩效等级以2021年10月10日前评定情况为准。对于吨钢（以粗钢产能计）供热面积大于2平米的钢铁企业，错峰期间最高生产负荷比例按照实际供暖面积需求（以上一年度供暖面积计）与2倍粗钢产能的比值来确定。重污染天气应急响应期间，按照有关规定严格执行应急减排措施。

　　（三）分解落实任务。各城市错峰生产实施方案要按具体高炉设备停产为基础，不得以减负荷生产方式代替，落实到具体企业、生产线、生产设施和时间段，与高炉配套的焦炉、烧结、球团、石灰窑等生产设备错峰生产比例不得低于高炉错峰生产比例。鼓励各地借鉴河北武安去产能“赛马机制”方式实施错峰生产，通过经济互补手段分解落实任务，确保设备真停和产量真减。各地可协调本地区企业轮流排产，但轮流排产企业不得超负荷生产，保障错峰生产实施效果。

　　（四）加强舆论引导。各地要大力宣传错峰生产对巩固去产能成果、节能减排、促进行业转型升级、提质增效的重大意义，提升钢铁企业行业履行社会责任意识，营造良好舆论氛围。及时掌握钢铁行业错峰生产执行情况，解决执行中出现的各类问题，防止借机炒作，保障钢铁行业平稳运行。

　　（五）强化监督检查。各地要对错峰生产工作实行台账式管理，通过电量分析、现场核查、台账核查、运输核查、在线监测、卫星遥感等手段持续跟踪辖区内钢铁企业错峰生产工作落实情况。各城市要按月向社会公示企业错峰生产落实情况，接受社会监督。各地工业和信息化主管部门、生态环境部门要督促企业认真执行相关规定，将错峰生产实施方案纳入钢铁企业排污许可证管理，对不按证排污、不执行错峰生产、存在弄虚作假行为、错峰生产期间超总量排污的企业加大处罚力度。工业和信息化部、生态环境部将适时组织检查，对工作进度明显滞后、问题严重的地区和企业进行约谈，并向全社会通报。

　　特此通知。

　　工业和信息化部办公厅 生态环境部办公厅

　　2021年9月30日

http://www.csteelnews.com/xwzx/aqhb/202110/t20211013_55587.html

“拉闸限电”下旺季钢市的逻辑转换

http://www.csteelnews.com/sjzx/gsfx/202110/t20211012_55519.html

山西建龙拟投资超过15亿元建设马来西亚东钢200万吨钢铁项目
2020-12-25 19:25:55 来源:互联网 Tag：建龙马来西亚钢铁项目


　　在2018年中国中部国际产能合作论坛暨企业对接洽谈会上，山西建龙实业有限公司与马来西亚东钢集团有限公司签订并购股权和债权协议，拟投资超过15亿元完成东钢200万吨钢铁项目，走出去共同开发东南亚市场。山西台记者郝建军武汉报道：

　　成立于2000年的山西建龙实业有限公司主要生产、销售生铁、钢及其制品，同时自营和代理各类商品进出口业务。这次与马来西亚东钢集团签约，正是实施“走出去”发展的实践。山西建龙实业有限公司副总经理李洪俊表示，山西建龙积极响应“一带一路”倡议，在海外投资兴业、谋篇布局，公司通过“股权＋债权”的转让方式，签订完成了马来西亚东钢集团60％股权框架合作协议。

　　【录音出：这次我们通过北京产权交易中心拿到了东钢持有的马来西亚东钢项目的40%的股权，通过谈判取得了马来西亚协德公司持有的20%的股权，为山西的钢铁项目走出去创造了一个良好的环境。录音止】



　　东钢公司位于马来西亚的西马东海岸，主要生产、销售和经营钢铁产品，已建设完成年产70万吨钢的生产规模。马来西亚东钢集团有限公司执行董事郑春福说，这次合作可以说是强强联合，将有力促进马来西亚钢铁市场的繁荣和发展。

　　【录音出：我们觉得是一个很好的合作，因为我们需要的就是像建龙这样的一个有组织、有技能的支撑，所以我们这次跟建龙合作，感到非常高兴。录音止】

　　今后两三年，山西建龙将规划实施200万吨钢铁项目，产品以板带为主。项目完成后可有效带动我国焦炭、装备制造及下游产品出口，年增加出口额9000多万美元。山西建龙实业有限公司副总经理李洪俊：

　　【录音出：截止到目前，已经具备月产6万吨、年产70万吨的生产综合能力，下一步我们计划在两到三年时间，再上200万吨的后续项目。录音止】

　　马来西亚东钢集团有限公司执行董事郑春福表示，这次合作将为双方共同打开东南亚市场奠定良好的基础。

https://www.tspweb.com/key/%E5%BB%BA%E9%BE%99%E9%A9%AC%E6%9D%A5%E8%A5%BF%E4%BA%9A%E9%92%A2%E9%93%81%E9%A1%B9%E7%9B%AE.html

Facing limitation (steel capacity, electricity supply, carbon neutral, pollution concern) at China, the major shareholder of Eastern Steel (JianLong) definitely will pour in lots of money to expand Eastern Steel!

“目前，建龙集团在国内的产能已经达到4000万吨，布局已基本完成。”张志祥说道，“下一步，在海外项目布局上，建龙集团将加快推进马来西亚东钢形成500万吨产能规模的步伐，同时加强对欧洲、东南亚等地区的钢铁需求和前景的分析，选择合适的时机和地区进行布局，推动在海外尽快形成1000万吨产能规模。”

https://m.mysteel.com/21/0805/07/D586D61CFD563D34_abc.html

张志祥：四条路径推进建龙绿色低碳发展
2021-08-05 07:16来源：中国冶金报作者：赵萍
“上半年，建龙集团围绕今年初确定的工作目标，稳步推进各项重点工作，在科技创新、产业链延伸、‘双50’战略推进等方面取得了一些成果。”7月28日，在中国钢铁工业协会第六届会员大会二次会议期间，建龙集团董事长、总裁张志祥向《中国冶金报》记者介绍了建龙集团上半年生产经营亮点。

他同时表示，下一步，建龙集团将继续聚焦“双碳”目标，通过4条路径推进企业低碳发展，并围绕企业“十四五”三大战略目标，稳步推进企业转型发展。

创新、延链、营销“多点开花”固基础

“今后，建龙集团要继续加大科技创新投入力度，建立完善的科技研发体系，探索有建龙特色的科技创新体制机制，不断向科技型企业转型。”在谈到建龙集团上半年生产经营亮点的时候，张志祥特别说道。

今年上半年，建龙集团工艺技术创新和产品开发成效显著。据他介绍，山西建龙转炉冶炼周期从2018年1月份的33分钟缩短到目前的24.3分钟，冶炼效率提高了26.4%；建龙北满特钢生产的轴承钢微观夹杂物实物质量达到国内一流水平，“超洁净高均质轴承钢生产关键技术开发与应用”项目荣获2021年冶金科学技术奖二等奖；承德建龙相继开发出以S355NL、Q355NE为代表的风电法兰用钢、42CrMo4系列中碳铬风电轴承钢、石油阀体设备用4130系列钢等，具有洁净度高、锻后钢材性能稳定、使用寿命长等优点，目前已实现批量生产；“高端能源领域用连铸圆坯产品的研发及应用”项目荣获2021年冶金科学技术奖三等奖。

同时，通过统一部署、科学谋划，各分（子）公司正有序推进产业链延伸。其中，建龙阿钢谋划建设的哈尔滨钢铁产业园已初具雏形。该产业园共规划项目37个，其中一期项目由建龙阿钢100万吨制管、建龙阿钢50万吨新材料、古铁市场一期和钢铁产业园基础设施建设等4个项目构成。目前，50万吨新材料项目和100万吨制管项目一期工程已先后陆续投产。吉林建龙在拥有80万吨冷轧全系产品线的基础上，与地方政府联合谋划建设小五金产业园。目前，已有营口复兴桶业有限公司、吉林龙发管道装备制造有限公司等4家企业确认入驻该产业园。

此外，通过布局国内市场，建龙集团“双50”战略客户“朋友圈”不断拓展。其中，建龙北满特钢轴承钢先后通过国际知名企业认证并批量供货；承德建龙风电用锻造圆坯已通过国际知名品牌的认证，锻造圆坯市场占有率为国内第二。

“目前，建龙集团已经在15个省份成立了9个建筑用钢销售分公司，并与多家中字号、地方龙头建筑企业建立了战略合作伙伴关系。”张志祥说道，“上半年，我们对‘双50’战略合作伙伴实际销售量达452万吨，同比增加200万吨，增长76%。”

统筹四条路径 走好低碳发展之路

钢铁行业碳排放主要包括三大来源：一是煤炭消耗，每吨钢约消耗600公斤煤炭，10亿吨钢合计消耗煤炭约6亿吨；二是电量消耗，每吨钢耗电量在400千瓦时以上，10亿吨钢耗电量合计超过4000亿千瓦时；三是物流运输，每吨钢物流量约为4吨，10亿吨钢物流总量合计为40亿吨。

张志祥表示，针对上述三大碳排放来源，建龙集团将通过四条路径推进企业低碳发展，向“碳达峰、碳中和”目标全力迈进。

一是打通产业链，建设低碳园区。基于钢铁产业布局现状，建龙集团未来将通过为城市提供清洁能源、集中供暖、供热、污水处理、固废综合利用等服务，实现钢厂与城市和谐共融，并积极打通东北、西北地区相关产业链，共同致力于在以上区域建设低碳产业园区。

二是多能互补，建设智能微电网。结合厂区周边丰富的风能、光能等资源，建龙集团加大了对周边风电和光电等“绿电”的优先消纳力度；将企业自建的清洁能源发电与厂区余热、余能发电进行耦合，同时利用化学储能技术将高炉煤气、转炉煤气、焦炉煤气的存储与峰谷平错峰发电进行科学调度，组建清洁能源发电与化石能源发电的“微电网”，降低企业对化石能源的消耗。

“未来3年，宁夏建龙、内蒙古建龙、山西建龙将结合当地优质的清洁资源，率先实现新能源发电占总用电量的20%以上，企业自发电比例不仅将超过百分之百，而且还可以为周边工业园区供电。”张志祥介绍道。

三是依托技术创新，发展革命性低碳项目。建龙集团将继续推进内蒙古乌海“非高炉氢基熔融还原项目”（CISP工艺），通过三代技术更迭，最终实现等离子氢熔融还原，实现“城市清洁+低碳炼铁”的完美融合。

四是探索数字物流，推动钢化耦合发展。建龙集团将利用数字化技术，积极推进数字化物流，提升物流运输效率；积极探讨利用焦炉煤气制氢等技术，推动氢能汽车的利用，从而减少钢企在物流运输环节产生的碳排放量。

张志祥说道，未来3年，建龙集团将以绿色产品、绿色制造、绿色物流、绿色采购、绿色产业协同发展为目标，深入贯彻低碳发展理念，完善相关体制机制，开展碳资产盘查工作，推动先进节能减排技术的研发应用，开发利用清洁能源，进一步降低化石能源消耗比重，最终实现碳排放强度显著降低，部分分（子）公司率先实现碳达峰。

聚焦“四个转型” 稳步推进三大战略目标

张志祥介绍，“十四五”期间，建龙集团的三大战略目标是要打造控股5000万吨+参股5000万吨的钢铁规模平台，打造基于工业4.0理念的相关方高度互联互通的数字化平台，以及向建筑业综合服务商转型和向高端专业优质的工业用钢供应商转型。围绕上述战略规划，建龙集团将具体从“四个转型”稳步推进，即向经营性企业转型，向数字化转型，向创新型企业转型，向美好企业转型。

“目前，建龙集团在国内的产能已经达到4000万吨，布局已基本完成。”张志祥说道，“下一步，在海外项目布局上，建龙集团将加快推进马来西亚东钢形成500万吨产能规模的步伐，同时加强对欧洲、东南亚等地区的钢铁需求和前景的分析，选择合适的时机和地区进行布局，推动在海外尽快形成1000万吨产能规模。”

I can sense the investors are getting optimistic. Current entry price is considered still low risk

Total revenue of LIONIND’s past 4 quarters = RM2.64 billion
Total revenue of AnnJoo’s past 4 quarters = RM2.35 billion
Total revenue of SSTEEL’s past 4 quarters = RM1.74 billion
Total revenue of MASTEEL’s past 4 quarters = RM1.58 billion


Estimated Annual Production of Eastern Steel is 543,200 Tonnes of Slab & 780,000 Tonnes of Billet
= 1,323,200 Tonnne

Price per Tonne = RM2800

Estimated Revenue = RM3.7 billion
Do you think Eastern Steel is qualified for listing?

Respect & Thank you OTB :)

Most investors' cost is RM0.50. Current share price RM0.58 still considered very very safe.

Why the share price of steel companies are not moving much?
Because the institutional investor or funds are not buying yet.

Why the funds are not buying?
Pandemic and MCO3.0 (01/06/2021 - 15/08/2021)

Will they buy steel stocks?
Maybe. The share price of steel companies in US, China, India and Taiwan already flied to sky.

When they will buy?
Anytime from time. But maybe I am wrong.

Anything wrong with Hiaptek the company itself?
I do not think so. The big boss TSLaw is very very rich and have a lot of business in China, Australia and Malaysia.

How about Eastern Steel?
Dark and suffering past has passed. Bright future ahead.
China Jianlong has 60% share and 3 directors.
Hiaptek has 35% and 2 directors. Operation wise Eastern Steel is controlled tightly by Jianlong. Relationship between Jianlong and TSLaw should be good.

Actually we should not expect any cash dividend from Eastern Steel. Firstly, Eastern Steel has big losses in past years. Secondly, any profit should be invested to upgrade the steel plant. Instead we should hope for Eastern Steel's listing in future.

@probability

You are welcome.

We can go to below website to check local steel price.

https://malaysiasteelinstitute.com/


Latest Price (RM/MT)

Iron Ore RM 482
Scrap RM 1,823 – RM 1,961
Billet RM 2,800 – RM 2,950
Rebar RM 3,100- RM3,250
Steel Wire Rod RM 3,200 – RM3,300

Actually profit margin (RM300 - RM400) of downstream steel player is not as high as upstream player.

Estimated Annual Production of ESSB is 543,200 Tonnes of Slab & 780,000 Tonnes of Billet
= 1,323,200 Tonnne

Estimated Net Profit per tonne is RM1000.

Net Profit = RM1,323.20 Million ~=RM1,300 Million


Hiaptek 35% of Profit = RM455 Millon

Total shares = 1,626,584K

EPS = RM0.28 (ESSB 35% portion)

Very crazy profit. Need to wait for next Quarter Report to confirm.

I also think current market in Malaysia is quite weak, but more and more people in shopping malls now. Hopefully we will recover from pandemic soon.

So I prefer steel plants which export steel (I mean Annjoo and Hiaptek).

@UlarSawa

It is million dollar guess :)

I personally think it could sustain la.

Why China government want to reduce its steel production? Want to make Hiaptek and Annjoo earn more money?

No la. Now China is richer, they do not want to create more pollution. And they want steel price higher so their steel plants can earn more money to upgrade their technology.

Why Biden want to implement the infrastructure bill? Want steel plant earn more money? No la, their roads, bridges and airports are old and need to rebuild. Who will have most loss if the infrastructure bill is not passed? Biden himself.

Of course I know Malaysian steel plants do not export steel to US. Steel is very heavy, freight charge will be very high if export steel from Malaysia to US. So US actually import steel from Mexico and Canada.

But if steel price in US is very high, of course it will effect steel price in Malaysia.

Above are my opinions. The purpose of sharing is I will feel lonely if I do study alone, so I prefer sharing. I do not think forummers here will have influence on the share price la.

一吨粗钢平均使用1.37吨铁矿石、0.78吨煤、0.27吨石灰石以及0.125吨废钢2

Material = 1.37 + 0.78 + 0.27 = 2.42 Tonne

2.42 Tonne x RM482 = RM1166.44 (Iron Ore and Others)

0.125 T x RM1823 = RM227.875 (Scrap)

Material Cost = RM1166.44 + RM227.875 = RM1394.315

1 Tonne of Billet = RM2800

Margin = RM1000 (Very high margin?)