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发表于 10-5-2008 05:14 PM
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发表于 10-5-2008 05:30 PM
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发表于 10-5-2008 06:07 PM
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原帖由 chookf 于 10-5-2008 05:30 PM 发表 
what u mean???
u mean is ONASTEL???
i just say it good, but no say can make money.....
這個好笑,碴到！！！ |
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发表于 10-5-2008 07:07 PM
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发表于 10-5-2008 09:54 PM
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回复 116# acl 的帖子
Leader 4529 不是它是钢铁股。。。它是电线的厂家。。。
Leader Universal Holdings Bhd is an investment holding company. The principal activities of the subsidiaries and associated companies are manufacture and sale of telecommunication and power cables and aluminium rods; manufacture and sale of PVC compounds, wooden and steel drums and engaging in engineering repair works; cable installation and related engineering services; investmment holding and property development.
http://www.leaderuniversal.com/
而Leader Steel 9881 就是钢铁股。。。 |
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发表于 10-5-2008 10:24 PM
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唉，我前天才刚卖掉了KINGSTEEL，还想它有升就好卖了，结果是＂高还可以更高＂，呜，走宝了啦。 |
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发表于 10-5-2008 10:38 PM
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发表于 10-5-2008 11:34 PM
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原帖由 cchleong 于 10-5-2008 01:46 AM 发表 
最近可以注意到一点,就是房屋发展计划越来越多,不过其中有很多的已经出现过剩的情况,楼市无人问津,你说屋价还会起吗?就说偶所住的地区附近(槟城),有一个公寓发展计划,已经完成了数年,里面的单位还剩下很多,屋价从100多千减至90千,90千减至80千到现在的70千,还是卖不完!!! 其实,自2006年开始攀升的滞销屋业数据，已为房屋发展响起了“警讯”.在2006年，国内滞销房屋数字增至2万5645间，市值高达41亿8000万令吉
cchleong兄那里来的，想去看看值不值得买
[ 本帖最后由 ljlq 于 10-5-2008 11:40 PM 编辑 ] |
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发表于 11-5-2008 12:11 AM
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发表于 11-5-2008 01:02 AM
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钢铁入口免执照及入口税
进口钢铁不用给税,代表钢supply多了,所以钢铁价钱会便宜点吗因为不用负担进口税.
为何说回起呢? |
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发表于 11-5-2008 01:58 PM
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发表于 11-5-2008 02:12 PM
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看好kinstel 和lioncor。。。不过还没买。。。。kinstel 价钱短期内已经深很高了。。。。。lioncor 也是。。。。so ....等一等咯 |
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发表于 11-5-2008 02:21 PM
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回复 127# 好运到 的帖子
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可是高还可以更高的不是吗？kinstel真得很高价钱了吗？ |
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发表于 11-5-2008 09:20 PM
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钢铁股 LIONIND 金狮工业, 股价在3月11日马股大跌之后，写下1.35令吉的低点,开始回扬表现强劲, 明天可能下跌..或上升...等待机会突破。...来看看吧.
的确有机会,因为2008第一季度财报还没有公布,你敢买吗?
 |
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发表于 11-5-2008 10:27 PM
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原帖由 acl 于 10-5-2008 04:10 PM 发表
请问 LEADER 4529 是不是钢铁股？
钢铁股的Leader 是leader Steel=LSteel 9881,
最近表现挺强劲的，不输于onasteel,annjoo,ssteel,kinsteel,masteel等大厂！ |
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发表于 11-5-2008 10:34 PM
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原帖由 cchleong 于 11-5-2008 01:30 PM 发表 
虽然入口税没有了,
不过之前政府所设下的顶价措施取消了,
因此,国内的钢铁价格将一律根据国际的价格走势,
所以钢铁价肯定会起...
起是早就起了，尤其是 Kinsteel。
现在只是把黑市价变会正常价而已。
也有之前没有起价很多的，像彦钢。所以我说他们是这次的大赢家，可以直接无限量从母公司进口了，以后不必看 Megasteel 的脸色，产品也可以名正言顺的起价，还可以无限量出口。 |
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发表于 12-5-2008 12:35 AM
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原帖由 harimau 于 11-5-2008 10:34 PM 发表
起是早就起了，尤其是 Kinsteel。
现在只是把黑市价变会正常价而已。
也有之前没有起价很多的，像彦钢。所以我说他们是这次的大赢家，可以直接无限量从母公司进口了，以后不必看 Megasteel 的脸色，产品 ...
为什么不用看megasteel 的脸色了？ |
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发表于 12-5-2008 02:25 AM
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原帖由 john1984 于 12-5-2008 12:35 AM 发表
为什么不用看megasteel 的脸色了？
曾经，Megasteel 用烂铁做 HRC 垄断国内的市场，现在，市场开放了，Megasteel 将是唯一受伤的钢铁股。
这里打中文有时候会打不到，打来打去都出拼音不出字，又不可以讲英文，我又已经用英文讲过了，所以把这个 link bookmark 起来吧！ |
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发表于 12-5-2008 07:01 AM
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发表于 12-5-2008 08:39 AM
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回复 171# harimau 的帖子
虎大的文章：
Saturday, May 10, 2008
Malaysia to liberize steel market effective 12 May 2008
It has been quite some times since the Master Builders Association of Malaysia (MBAM) and Real Estate Housing Developers Association (REHDA) called on the Government of Malaysia to lift the price controls on steel products and allow the free market to decide its actual price. The Malaysian Iron and Steel Industries Federation (MISIF) has also been urging the Government to lift the import restrictions of flat steel products.
Finally, our Prime Minister Abdullah Ahmad Badawi announced the liberization of steel market after the cabinet meeting on Friday 9 May. This decision includes:
* lifting of price caps to steel products
* exempting steel importers from having to pay import duties
* scraping the requirement for steel importers to obtain import license
* allowing local steel producers to export their products
So, who will be benefited from this move?
1. Manufacturers of cold rolled coils (CRC)
Currently, there are 4 main CRC manufacturers in Malaysia, which are Megasteel (of Lion Group), Mycron (5087), Ornasteel (5094) and Yung Kong (7020).
Before this, Megasteel is the only local producer of hot rolled coils (HRC), which is the raw material for CRC. The problem faced was:
* lack of supply
* price of HRC supplied by Megasteel is relatively higher than world market
* quality of HRC supplied by Megasteel is lower because they relies on scrap metal as feedstock
* restriction of importing raw material
* price cap to end product
All the above problems will be solved following this steel market liberization, and Ornasteel (5094), being the largest CRC producer in the country, will benefit the most.
2. Construction, property and automotive players
Before this, even though the price was capped to steel product, the supply and demand market was disrupted, and there was almost no supply to these industrial players unless they are willing to pay at the black market price, which is higher than the capped price.
The supply and demand market for steel products is expected to fall back to normal following this liberization, and the projects can be planned and budgetted more effectively.
The following industrial players are expected to get benefit from this:
Construction: Gamuda (5398), IJM (3336), WCT (9679)...
Property: SP Setia (8664), IOI Properties (1635), Metro Kajang (6114), Plenitu (5075), Suncity (6289), E&O (3417)...
Automotive: Proton (5304), MBMR (5983), UMW (4588).
Disclaimer: This article is intended for sharing of point of view only. It is not an advice or recommendation to buy or sell any of the mentioned stock counters. You should do your own homework before trading in Bursa Malaysia.
http://voyager8.blogspot.com/search/label/investment |
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