Posted by VenFx > 2017-08-15 09:12 | Report Abuse

Thx to zeftan for your in time article.

What a good calculation for Ssteel's potential dividend pay out. ..

Might add 1 most effective parameter, Ssteel has been laggard over it's peer to Annjoo with their strength in
Produce the best quality steel to most giant projects. Ssteel has been in the target list to Funds due to it's currently < x 10p.e.

Posted by Chean Yeh > 2017-08-15 11:59 | Report Abuse

zefftan, thank for ur sharing. I currently hold both ssteel and lionind. actually, i wonder why ssteel has more inventory than lionind but the revenue seems not exactly higher. Does this means lionind has a better turnover?

Posted by zefftan > 2017-08-15 12:19 | Report Abuse

Revenue high doesn't necessary means that it would have the higher sales.
For sales figure still need to dependent on other factors such as sales network, market demand

Advantage of having high inventory is like during this time, when other miller /general industry is out of stock , they are the one who make big money.

Im not in steel sector, so I can't have a definite answer for u, but I'm in retail sector, usually we will follow max-3-months inventories rule of thumb .
Which means if I make 200k sales per month, the most inventories level that I should keep shall not exceed 600k, while optimum level is between 400-600k

Posted by Chean Yeh > 2017-08-15 12:27 | Report Abuse

thank you

Posted by Stock Kingdom > 2017-08-15 19:43 | Report Abuse

Thank you

Posted by warmblood > 2017-08-16 16:57 | Report Abuse

How do u value annjoo , ssteel and lionind with the current price and it competitive area.