Posted by Kimly2 > 2020-12-20 18:24 | Report Abuse

VenFx Came here promoting Umza!!
haha.. current 0.60 still need time to recover his UMZA 0.92
Buy low sell high,
not buy high keep to low, dude

Posted by tkl88 > 2020-12-26 08:24 | Report Abuse

Next week is the windows dressing, will be the super bull market for KLSE !

Huat ah ! Heng ah ! Ong ah !

Posted by teohyk > 2020-12-28 14:29 | Report Abuse

Not windows dressing. Malaysia government really protect local steel maker by imposing provisional anti-dumping duties on other countries.
either cold steel, cold stainless steel and flat steel

Posted by yiqqre > 2020-12-28 15:02 | Report Abuse

两发 LEONFB – 长期遭低估的钢铁股
LEONFB创办于1972年，在2013年上市于大马主要板，主要从事钢铁产品贸易和加工业务，专注于轧制钢 (Rolled Steel) 和扁钢 (Flat Steel) 产品。
其主要贸易产品为碳钢 (Carbon Steel)，尤其是低碳钢 (Mild Steel)、不锈钢和合金钢。作为增值业务的一部分，集团也提供切割、整平、剪切、仿形、弯折和加工钢铁产品的服务，以满足不同行业客户和各种应用需求。
值得一提，这一行业也有一定的入行障碍，尤其是在购买机械和设立仓库方面。这需要动用庞大资金，而不是一般厂商愿意进行这样的投资。因此，其客户相对地更愿意交由LEONFB承担加工工作，以省去上述投资所附带的风险。
其使用的主要原料包括碳钢 (80%)、不锈钢及合金钢。其中约60%的原料采购来自本地制造商或供应商，其余则从海外供应商直接采购。
作为钢铁生产商和最终用户之间的中介，钢铁领域的低迷并未严重影响LEONFB的业务。自2013年上市以来，无论市况好或坏，集团每年都可创造稳定的收入，显示出业务稳定性非常高。
再次强调，LEONFB的商业模式与一般钢铁业者不同。集团在赚幅、库存和资本开销等方面皆比其他钢铁制造商不同。因此，钢铁价格波动并不会对集团构成显著的影响，而且还可选择将提高的成本转嫁至客户身上。在此商业模式为前提下，LEONFB在面对市场低潮时的抵御能力更佳，更有可能保持盈利。
展望未来，LEONFB在多年前已定制三管齐下的策略，目标是为了提升产能、提高效率以及扩大收入来源。其一，在巴生港自由区兴建新仓库。这项建设工程已在FY16完成并已投入运作。这新仓库的净可用存储空间大约为95,000平方英尺。
随着新仓库开始使用，LEONFB正式踏出探索出口市场的第一步。其仓库有一部分仓储空间预留给从国外进口的货物，并可转手出口到东南亚其他国家。此外，这仓库也可为集团节省不必要的进口关税。简短来说，这是集团扩大钢铁贸易业务的计划之一。
其二，把 Wisma Leon Fuat正对面的现有建筑物进行翻修工程。这新的加工厂拥有大约60,000平方英尺的实用空间。同时，集团也在这厂房安装上新的CNC切割机，也把现有的切割机搬迁至新厂。过去两年，LEONFB在这项计划上一共投入RM9m的资本开销。这加工厂预计可把现有产能翻倍，而集团在往后也将有较好的加工流程。
其三，进军钢管 (Steel Pipe) 制造行业，而生产设施将安装在巴生港的新厂房。由于LEONFB一直以来都是钢卷和其他钢铁产品的采购商，集团可利用这流程，顺势把业务多样化至这些钢铁原料生产的最终产品。
在FY17和FY18，LEONFB将拨出共RM50m的资本开销，作为建设钢管制造厂及添购器材的资金。由于建筑师仍在拟定钢管制造厂的蓝图，现阶段未敲定新厂房将设有多少条生产线。
这新厂房预计将在明年下半年竣工，但是预计不会立即为集团带来贡献。无论如何，多元化业务至下游领域，是LEONFB维持盈利赚幅和提高持续性盈利的策略之一。管理层预计钢管制造将成为集团的第三核心业务，是未来核心收入来源之一。
业绩方面，LEONFB在今年首三个季度已交出RM31m的核心盈利。假设全年可交出RM42m的盈利，以310m股数计算，其每股盈利将会是13.55仙。再以保守8-10倍PE推算，其每股潜在价值处于RM1.08-1.35之间，相等于20-50%的潜在上涨空间。
值得一提，LEONFB的每股净资产 (NTA) 为RM0.99

Posted by STEADYBOMBIBI85 > 2020-12-29 00:16 | Report Abuse

Some earned 500k in one day

Posted by winghuat > 2020-12-29 00:38 | Report Abuse

吉隆坡28日讯）国际贸工部（MITI）周一宣布，大马将对从印尼和越南进口的冷轧钢卷和薄板征收7.73%至34.82%的临时反倾销税。市场认为，政府上周开始向外国各类钢材征收反倾销税，对本地钢铁业有利，钢铁股也因此受投资者追捧。

上述临时反倾销税长达120天，从上周六（26日）起生效。贸工部早在本月23日向中国、韩国及越南征收镀锌非合金钢板和钢卷的反倾销税，为期5年，从12月12日开始生效，直至2025年12月11日。

值得一提的是，越南同样也在23日向对中国部份钢铁产品征收为期5年的反倾销税。

中澳摩擦带动钢铁价

另一边厢，中国与澳洲政治摩擦升温，并把紧张氛围带到贸易方面，中国更限制进口澳洲煤炭，其中包括用于炼钢的原料--焦煤，而市场也担忧中国将把进口限制扩大至铁矿石，刺激钢铁价格在近期走高。

截至下午5点，上海期货交易所钢筋价格报每公吨4223人民币，自10月起已上涨约16.88%；而大连期货交易所铁矿石价格则报每公吨1093人民币，在同时段上涨约13.79%

随著政府出手保护本地钢铁业，投资者相信钢铁业者的前景将改善，这令钢铁股周一重拾上升动力。

其中，美丽华工业（MELEWAR，3778，主板工业股）涨25仙或74.63%，至58.5仙，为2016年11月以来的新高水平，成交量达1亿5120万股，是第7大热门股，同时也是第11大上升股。马钢铁厂（MASTEEL，5098，主板工业股）则起18.5仙或34.58%，收报72仙，转手量达1亿3561万股，在热门榜位居第10，并在上升榜排名第17。

协德（HIAPTEK，5072，主板工业股）升2.5仙或5.49%，以48仙挂收，交易量达1亿3318万股，在热门榜排名第11；金狮工业（LIONIND，4235，主板工业股）全天涨11仙或17.46%，至74仙，写下2018年10月以来的最高价位，成交量达1亿2592万股，为第12大热门股；麦克伦钢铁（MYCRON，5087，主板工业股）则全天涨24.5仙或52.69%，为第12大上升股。

Posted by Calvinharris > 2020-12-29 12:53 | Report Abuse

Steel rebar price rose from 3600 to 4000 above. During 3600 , most of the steel counters already doing well in it's quarter report, coming quarter with 4000++, lagi hebat.

Steel rebar 4500 during December 2020 allow steel counters to making well and strong profit in coming quarter

Posted by singunsin > 2020-12-30 02:00 | Report Abuse

https://money.udn.com/money/story/5612/5131268

Posted by meadow1628 > 2021-01-12 16:35 | Report Abuse

Wow, unbelievable, now Mycron at 0.595 +0.10 +20.2.%

Posted by OneSmallStep > 2021-01-12 17:27 | Report Abuse

Glad I bought it friday last week...

Posted by STEADYBOMBIBI85 > 2021-01-12 20:03 | Report Abuse

Whats the TP for this stock?

Posted by STEADYBOMBIBI85 > 2021-01-12 20:20 | Report Abuse

Can still enter?

Posted by anthonytkh > 2021-01-12 20:24 | Report Abuse

Steadybomb, just watch the stock until 9.30am tmrw. Don’t buy before 9.30am until you see the trend

Posted by STEADYBOMBIBI85 > 2021-01-12 21:16 | Report Abuse

alright

Posted by uppvestor > 2021-01-16 22:28 | Report Abuse

https://www.theedgemarkets.com/article/malaysian-medical-glove-exports-face-more-delays-amid-shipping-container-shortage

https://www.globaltimes.cn/page/202101/1212611.shtml

Posted by Sipekhuat > 2021-01-22 00:40 |

Post removed.Why?

Posted by winlast > 2021-01-26 12:42 | Report Abuse

cheers MYCRON going up to RM 60 cents soon

Posted by NPRA1985 > 2021-02-03 22:14 |

Post removed.Why?

Posted by BruceWayne91 > 2021-02-10 14:42 | Report Abuse

pump n dump . useless counter

Posted by leemeng > 2021-02-13 12:15 | Report Abuse

MY steel ppl everybody ong ...

Posted by meadow1628 > 2021-02-19 12:22 |

Post removed.Why?

Posted by SuperPanda > 2021-02-24 14:27 | Report Abuse

back to prev high soon, still can buy afternoon, tomorrow onwards if drop cut loss

Posted by LossAversion > 2021-02-24 14:29 | Report Abuse

Hit and run stock only. I rather keep gloves than steel!!!

Posted by SuperPanda > 2021-02-24 17:05 | Report Abuse

i bet will be a good qr and market will chase it back and send the price to ATH again

Posted by SuperPanda > 2021-02-24 17:05 | Report Abuse

steel sentimen is very good like tech back in jan

Posted by SuperPanda > 2021-02-25 18:56 | Report Abuse

super improvement profit, eps 4.5c ! back to 80c tomorrow

Posted by MrsLee > 2021-02-28 21:28 | Report Abuse

Steel still in play next week..
Next TP 0.730..

Posted by MrsLee > 2021-03-03 07:13 | Report Abuse

If today can stay above 630

Posted by SuperPanda > 2021-03-03 18:07 | Report Abuse

patience, momentum still valid

Posted by MrsLee > 2021-03-03 20:23 | Report Abuse

Seems uptrend intact...

Posted by Tirara > 2021-03-04 13:10 | Report Abuse

Waiting and waiting.....why steel not moving? This counter stable or not?
Is the dealer still inside?

Posted by SuperPanda > 2021-03-04 23:52 | Report Abuse

stock market is a place to transfer wealth from the impatience to the patience

Posted by SuperPanda > 2021-03-08 17:36 | Report Abuse

while others falling hard, mycron stay strong, should keep and hold steel

Posted by Tirara > 2021-03-09 11:14 | Report Abuse

Mycron steel not moving after waited few weeks ?

Posted by slee > 2021-03-15 07:57 | Report Abuse

can monitor it d....Anytime rebound

Posted by sten_still > 2021-03-17 10:24 | Report Abuse

buying time

Posted by sten_still > 2021-03-22 22:43 | Report Abuse

annjoo shows bad result, sure people come to chase mycron because performing the best above all of the steel

Posted by yong115 > 2021-04-05 09:52 | Report Abuse

The chart looks good, breakout in the weekly chart at this moment

Posted by Maxtrader > 2021-04-05 13:19 | Report Abuse

Steel trend ady confirm. Is now or never.

Posted by SpicyMcDeluxe > 2021-04-05 14:31 | Report Abuse

kekw

Posted by amateurJR > 2021-04-05 17:55 | Report Abuse

Hoseh liao. See how far it can go

Posted by SuperPanda > 2021-04-05 23:58 | Report Abuse

ave .625 have 500 lots : ) after next qr will break new high

Posted by amateurJR > 2021-04-06 10:02 | Report Abuse

Very nice daily & weekly chart. Go go go

Posted by MrsLee > 2021-04-06 22:18 | Report Abuse

Nice trend....tomorrow break 0.755

Posted by amateurJR > 2021-04-07 10:07 | Report Abuse

Slow n steady. Hope can break new high

Posted by amateurJR > 2021-04-08 17:05 | Report Abuse

Steady !

Posted by SuperPanda > 2021-04-09 17:52 | Report Abuse

riding big profit, thank you mycron !

Posted by amateurJR > 2021-04-12 12:05 | Report Abuse

Very steady. Breaking new high soon

Posted by sten_still > 2021-04-12 16:42 | Report Abuse

proven mycron is better than lionind and annjoo

Posted by MoneyHeist > 2021-04-20 19:26 | Report Abuse

Are you ready to the ride the wave? Good luck all!

If you know how to read the chart now is the best time to entry or average down! I wish i can share my chart to all shareholders here. All the best. Trade at your own risk ;)