Wow, PE closed to 30 but results......

Tech stocks need to deliver great results to match its huge % gain in price for the past few months.

Great price up = high expectation in results

We will see if it is too optimistic from Mr Market or these tech stocks deserved to be priced at that level.

Wow, all Round steel no stocks & price keep going up. Thanks for the updates, Bro Edward

Look like similar situation at BJCorp, vietnam jackpot hot sales had not impacted positively for Bjcorp for at least 3 quarters already. Look like just a hot bubble to me.

Just wonder when will the profits start comes in? It has been the selling point since last 3 quarters, but seem nothing happen yet. Any one mind to take time enlightening? Thank you very much.

r°Moi .
Vietnam IPP construction profit coming in.......
17/08/2017 08:14

Call warrant is purely gambling, win big or lose big. You win 9 times big, one time you will lose it all. It is not investment at all, that's the reason Warren Buffet hates structured warrant.

Call warrant is purely gambling, win big or lose big. You win 9 times big, one time you will lose it all. It is not investment at all, that's the reason Warren Buffet hates structured warrant.

May be market expected more, not only this

Flour business not stable, profits supported by poultry division

Calvin, You can't expect dividend when the company was doing so bad, what's the logic for you to expect special dividend? Seem like you have some kind of disorder problem.

Your writing skill is to serve what you think, it is nothing to do with investment Technics or skills and it is not based on practical & acceptable investment concepts & methods.

Agreed to Venfx. Teck stocks have been running since the beginning of year, not much meat to eat there, those good one with great results already fairly valued.

长钢四侠 之 长钢三叠浪 【ANNJOO SSTEEL MASTEEL LIONIND】
http://klse.i3investor.com/blogs/zefftan/115800.jsp

Leoting's blog
https://leoting81.blogspot.my/

Worth to read again.

Also thanks zefftan for his articles sharing in i3 too, & many good people that contributed to this great ssteel & annjoo forums.

After reading WealthWizard's posts, steel stocks come alive. Other than flat steel, I also bought ssteel @ 0.95 & sold all 1.25.

After reading all articles from leoting & comments from leoting & edward, I bought ssteel again at 1.70 & still holding.

So, anything to do with Calvin? Not a single cent related to him. Please don't claim something you don't deserve, Calvin.

Repeat, Calvin always did that.


John Lu Sochai calvin give 100 stocks...when one of the stock jump after soany years of his call, he will jump out and claim credit..low life.
18/08/2017 02:14

Calvin, Result so bad, how now?

calvintaneng Hi guys,
I bought some Opcom last week at 58.5 sen
Sure love to buy some more if price drop to 57 or 58 sen
I have full confidence in Opcom for over a decade already.
11/07/2017 00:17

Interesting results, JAKS continue failed to deliver for past 3 quarters, what KYY said was just a joke.

Good luck to all that believe in Calvin's love story about palm oil. Enough for me.

Calvin loves high NTA companies & always hope to have these companies privatised in future.

Whether drought come or not, it is gone case for Malaysia palm oil estate companies.

Calvin, how now?

calvintaneng Hi guys,
I bought some Opcom last week at 58.5 sen
Sure love to buy some more if price drop to 57 or 58 sen
I have full confidence in Opcom for over a decade already.
11/07/2017 00:17

Only Calvin will laugh, I guess, because he knows nothing about agricultures.

I have no idea why Calvin love to sell "drought" for palm oil stocks. Drought is always bringing more harm than good to the plantation estate & all other farming sectors.

Yes, product price will up because of no supply, but it is because you have nothing to sell so only have no supply!

This is basic knowledge, no need go to University also know, go ask farmers if don't believe. See they will cry or laugh if the drought comes.

Call warrant is purely gambling, win big or lose big. You win 9 times big, one time you will lose it all. It is not investment at all, that's the reason Warren Buffet hates structured warrant.

I think this author has quite bad records in the past, twist & turn his own recommendations on PUC

Price = market expectation, market = all groups of investors

so it is either investors are stupid or the writter is stupid, we will see in few months time.

Calvin, your judgement on palm oil is totally out of way. Not only you don't know how palm oil estates run, you don't know palm oil industry. In fact, you also don't know the relationship between palm oil, soy bean oil, biofuel & crude oil.

This one also down, Calvin, your judgement on palm oil is totally out of way. Not only you don't know how palm oil estates run, you don't know palm oil industry. In fact, you also don't know the relationship between palm oil, soy bean oil, biofuel & crude oil.

Downside is slim, upside depend on results

This article has attracted Ricky Yeo & ronnietan to comment. Haha, both also beh tahan to keep quiet reading the article.

Calvin's prediction on palm oil proved failure again

So nice now, peace, thank you admin

Thank you

RM2 is not far away target?

Dow Jones Surges by 140 Points as North Korea Tensions Settle
http://klse.i3investor.com/servlets/forum/600129957.jsp

Dow Jones fly => Asian fly => Malaysia Fly?

The threads itself make investing fun, though not much value in it but can kill time at least

Thanks, Edward bro, mind to share the meaning of annjoo/ssteel 1100 vs masteel premium grade 1250? & the difference? Thank you very much!

I actually happy with sell down, truly. The lower the better. No one wish to buy expensive.

Respect is to earn, not by talking rubbish. If Melt down then just let it be, my money is not your business anyway.

Someone acting like he knows everything about ssteel & stock market, but what has he done to have that kind of credibility to judge or to predict future? Nothing, all his comments are negative, none is positive. Haha, joker

小便用的头装在颈上，本来的大头别再屁股上，两个傻逼。

可怜的美国人，国家领袖=朝鲜领袖, abangadik

From what I read from taiwan steel millers, Q2 result will be like what leoting estimated, not so good. But 100mil for Q3 is possible. My guess for my money.

鋼廠Q2獲利縮水，下半年重搭順風車
https://ctee.com.tw/News/ViewCateNews.aspx?newsid=158160&cateid=cedt

受到第二季鋼市反轉，鋼價走跌影響，鋼鐵廠第二季獲利都比第一季明顯縮減，像是中鋼(2002)EPS由第一季的0.24元降至第二季0.22元；多數鋼廠第二季獲利縮水一大半。因第一季鋼廠都交出佳績，上半年營運仍比去年同期優，隨著第三季鋼價止跌回穩，第四季迎旺季，鋼廠營運重新搭上順風車。
中鋼第二季產品報價需隨著第三季開低降價追溯，加上成本不利，致單季獲利下滑，但上半年維持成長，第三季隨著鋼市好轉，成本下降，有助營運逐步回溫。
中鋼半年報仍交出成長的成績；民國106年上半年合併營收1678.49億元，年增22.26%，毛利率11.16%，營業淨利116.37億元，稅後盈餘70.87億元，年增率22.99%，EPS為0.46元。
中鋼集團中鴻(2014)第二季EPS降至0.22元，但上半年稅後盈餘仍年增逾三成，EPS 0.7元。
中鴻上半年營收194.87億元，年增率22.25%，毛利率8.54%，營業淨利10.35億元，稅後盈餘10.07億元，年增率36.38%，EPS為0.7元。
單軋廠盛餘(2029)第二季獲利也明顯縮水，單季EPS為0.54元，但上半年獲利仍持穩，EPS為1.71元。
盛餘106年上半年營收68.2億元，毛利率16.51%，營業淨利7.35億元，稅後盈餘5.5億元，比去年同期微增0.18%，EPS為1.71元與去年同期持平，仍為高檔水準。
此外，官田鋼(2017)106年第二季獲利也受鋼價下滑衝擊，單季EPS僅0.08元，上半年獲利仍比去年同期成長六成，EPS為0.55元。
官田鋼106年上半年營收20.15億元，年減11.53%，毛利率上升至18%，營業淨利1.61億元，稅後盈餘1.77億元，年增率63.95%，EPS為0.55元。

From what I read from taiwan steel millers, Q2 result will be like what leoting estimated, not so good. But personally i don't think will be as bad as 20mil.

My bet is Q2 30m-40m. Q3 will be 100mil.

鋼廠Q2獲利縮水，下半年重搭順風車
https://ctee.com.tw/News/ViewCateNews.aspx?newsid=158160&cateid=cedt

受到第二季鋼市反轉，鋼價走跌影響，鋼鐵廠第二季獲利都比第一季明顯縮減，像是中鋼(2002)EPS由第一季的0.24元降至第二季0.22元；多數鋼廠第二季獲利縮水一大半。因第一季鋼廠都交出佳績，上半年營運仍比去年同期優，隨著第三季鋼價止跌回穩，第四季迎旺季，鋼廠營運重新搭上順風車。
中鋼第二季產品報價需隨著第三季開低降價追溯，加上成本不利，致單季獲利下滑，但上半年維持成長，第三季隨著鋼市好轉，成本下降，有助營運逐步回溫。
中鋼半年報仍交出成長的成績；民國106年上半年合併營收1678.49億元，年增22.26%，毛利率11.16%，營業淨利116.37億元，稅後盈餘70.87億元，年增率22.99%，EPS為0.46元。
中鋼集團中鴻(2014)第二季EPS降至0.22元，但上半年稅後盈餘仍年增逾三成，EPS 0.7元。
中鴻上半年營收194.87億元，年增率22.25%，毛利率8.54%，營業淨利10.35億元，稅後盈餘10.07億元，年增率36.38%，EPS為0.7元。
單軋廠盛餘(2029)第二季獲利也明顯縮水，單季EPS為0.54元，但上半年獲利仍持穩，EPS為1.71元。
盛餘106年上半年營收68.2億元，毛利率16.51%，營業淨利7.35億元，稅後盈餘5.5億元，比去年同期微增0.18%，EPS為1.71元與去年同期持平，仍為高檔水準。
此外，官田鋼(2017)106年第二季獲利也受鋼價下滑衝擊，單季EPS僅0.08元，上半年獲利仍比去年同期成長六成，EPS為0.55元。
官田鋼106年上半年營收20.15億元，年減11.53%，毛利率上升至18%，營業淨利1.61億元，稅後盈餘1.77億元，年增率63.95%，EPS為0.55元。

Scary movie is showing?

Good works! the results, basis & calculations are there. Any one challenge the basis using another basis? Look forward to read more debates or calculations.

Don't come out & just say my friend lah, my grandfather lah or even my calculator. These are jokes, not basis.

The issue is how to sell with so big churn of shares? No where to run

Yummy, it is back where it started last few days.