【ANNJOO 6556 交流专区】安裕资源

宇晴

原帖由 tan81 于 2-10-2008 01:09 AM 发表
我已经讲完了。
你还是耐性的先看完林奇怎样归类周期性的行业，比较好。

投资周期性的行业，通常是地点买进。
不是繁荣周期时买进的。

就好像你在半年前，投资任何种植股，一定会烧到手。
现在泡沫开始爆破 ...

我是买入了5 lot啦！
有什么advice吗?

tan81

请教Ｔｈｅｒｍｏｆｉｓｈｅｒ，看如果有状况，
应该怎样Ｃｕｔ　Ｌｏｓｅ啦。
当然我不希望我对，我希望我错，你可以赚到钱。

祝你好运。

klon91

是我呢,我会暂时不买,因为她不属上山股.赢面大就是买上,不买跌

宇晴

OK, 谢谢大家的意见。

hdcyng

原帖由 宇晴 于 2-10-2008 10:57 PM 发表
OK, 谢谢大家的意见。

买了就收到明年一月吧！（有消息）
我还没买列

hdcyng

全球放緩‧工程拖延‧鋼鐵業前景看淡

大馬財經
• 行業快門

2008-10-10 13:26

• 
  中國鋼鐵公司計劃減產，暗示全球鋼鐵需求將繼續放緩。（圖：星洲日報）
  
  

（吉隆坡）由於中國4[url=http://203.142.6.171/sci/c.php?c=1381&t=http://bs.serving-sys.com/BurstingPipe/adServer.bs%3fcn=tf%26c=20%26mc=click%26pli=614138%26pi=0%26ord=[timestamp]]家[/url]大型鋼鐵公司計劃減產來穩定鋼鐵價格，暗示全球鋼鐵需求將繼續放緩，加上大馬大型工程進度嚴重放緩，大馬研究看淡國內鋼鐵業前景。
在鋼材價格不斷下跌和需求走軟之際，中國4大鋼鐵公司包括北京首鋼、河北鋼鐵集團、安陽鋼鐵和山東鋼鐵將10月鋼鐵產量削減10至20%，並遊說巴西鐵礦供應商在明年中提高鐵礦售價12至13%。
目前這4家公司今年貢獻中國鋼鐵產量五分之一或約5億2000萬至5億5000萬公噸，料此舉將拖累中國鐵礦生產量下滑高達3400萬公噸。
大馬研究表示，中國鋼鐵產量減少及鐵礦收貨期延後印證鐵礦需求放緩。“根據市場預計，中國下半年鋼鐵需求成長僅達8至10%，遠比上半年的16%遜色，主要是中國建築、家庭用具與汽車行業放緩拖累。”
此外，美國商務部認為中國鋼製螺桿價格低於市場價，因此對該產品徵收206%反傾銷稅，料於法案在今年12月通過。
鋼筋價走軟至600令吉
分析員指出，一旦中國鋼鐵需求放緩加上美國新稅制將落實，料中國過高存貨將會留進亞洲市場，可能抑制區域鋼鐵價格上漲空間。雖然全球鋼鐵價可望在開齋節後反彈，不過在全球經濟成長不樂觀下，未來鋼鐵需求將走低，長期價格走勢不明朗度提高。
另一方面，由於明年大型工程缺乏，加上第九大馬計劃工程進度嚴重拖延，導致國內鋼筋價格已走軟至每公噸600令吉。
大馬研究認為，由於鋼鐵需求成長步入下調週期，加上全球3大鐵礦公司在過去3個月股價已暴挫介於15至43%，因此下調國內鋼鐵業至“中和”。至於安裕資源（ANNJOO,6556,主板工業產品組）也下調至“持有”。
分析員強調，雖然煤炭與鐵礦等成本價格下滑拉低營運成本，不過整體鋼鐵需求下滑仍是最大憂慮。

tan81

之前看好，现在这么快看淡？

hdcyng

原帖由 tan81 于 11-10-2008 12:46 AM 发表
之前看好，现在这么快看淡？

分析员的话可以听
大便也可以吃

ken8288

如果听他们讲，在RM2++进货，现在真的可以去荷兰了~~~~~~~~
看来钢铁股还会再跌。

hdcyng

原帖由 ken8288 于 23-10-2008 10:28 PM 发表
如果听他们讲，在RM2++进货，现在真的可以去荷兰了~~~~~~~~
看来钢铁股还会再跌。

就算不跌短期也起不来了!
看了新一季财报才决定也不迟

csh2006

几天前的商业时报(Business Times):

UBS: Steel, oil & gas players may face higher refinancing risk
By Francis Fernandez        
Published: 2008/10/21

BIG steel and oil and gas firms such as Kinsteel Bhd, KNM Bhd and the Scomi Group Bhd could potentially face higher than average refinancing risk in the coming year, UBS said in a report.

The report came nearly a week before bondholders of IJM Corp Bhd, the country's second largest builder, surprisingly shot down a capital repayment proposal.

Investment houses and investors alike have begun closely watching debt levels of companies, instead of merely their potential growth in terms of revenue and overall profitability, as there are renewed concerns that some firms might be over-leveraging on their balance sheet.

"As of their latest financial results (that is, May/June/July 2008), 11 stocks in our universe have short-term debt equivalent to at least 25 per cent of their total equity. We estimate that five stocks have less than 1x cash cover on their short-term debt (i.e. cash cover = cash divided by short-term debt)," wrote Colbert Nocom, an analyst at UBS.

The five are Kinsteel, Ann Joo Bhd, Scomi Group, UEM World Bhd, and KNM, with UBS pointing out that apart from UEM, the four others could potentially face higher than average refinancing risk in the coming year.

Indeed, shares of Kinsteel, KNM, the worst performing stock in the index, and Scomi have on the average lost two-thirds of their value since the start of the year, despite decent profit base.

All three stocks are trading way below the RM1 level, as research houses continue to assert to their clients to buy into cash-rich companies that have a historical tendency to pay out attractive dividends, on the basis that the more their prices drop, the better the yields become.

For example, JPMorgan has an overweight rating on Berjaya Sports Toto Bhd, with a RM5.70 price target, while HwangDBS has a buy call on Public Bank Bhd, due to its attractive dividend yields.

With this in mind, analysts see the rejection of the IJM proposal to pay a 50 sen dividend or RM322 million in total to shareholders, as a move by bondholders to make sure that the company has significant cash cover, and borrows less by retaining its cash.

"From an investor standpoint, confidence in management's credibility could be impacted ... investors could also start to question whether or not the actions by the bondholders signal a stretched balance sheet, and therefore a possible precursor to more negative news flow," wrote JPMorgan's analyst Jon Oh in a report last Friday.

hdcyng

24-Oct-08 ANNJOO Lim Sin Seong Sdn Bhd Acquired/ Disposed 4,523,918
24-Oct-08 ANNJOO LSQ & Sons Sdn Bhd Acquired/ Disposed 4,523,918
24-Oct-08 ANNJOO Lim Seng Chee & Sons Sdn Bhd Acquired/ Disposed 4,523,918
24-Oct-08 ANNJOO Ann Joo Corporation Sdn Bhd Acquired/ Disposed 4,523,918
24-Oct-08 ANNJOO Lim Seng Qwee Acquired/ Disposed 4,523,918
24-Oct-08 ANNJOO Lim Seng Chee Acquired/ Disposed 4,523,918
24-Oct-08 ANNJOO Dato' Lim Kiam Lam Acquired/ Disposed 4,523,918
24-Oct-08 ANNJOO Lim Sin Seong Acquired/ Disposed 4,523,918
24-Oct-08 ANNJOO Dato' Lim Kiam Lam Acquired/ Disposed 2,261,958
24-Oct-08 ANNJOO Lim Sin Seong Acquired/ Disposed 2,261,958

csh2006

两家公司属于他们自己的, 没有直接股权变动。

子公司(United Hardware Holdings Sdn Bhd)出售股份给母公司(Ann Joo Corporation Sdn Bhd)。

右手出，左手进。

[ 本帖最后由 csh2006 于 25-10-2008 07:19 AM 编辑 ]

傻人最有傻福

General Announcement

Reference No CA-081028-31696

Company Name	:	ANN JOO RESOURCES BERHAD
Stock Name	:	ANNJOO
Date Announced	:	28/10/2008

Type	:	Announcement
Subject	:	Ann Joo Resources Berhad ("Company") - Notice of intention to trade during closed period
Contents	:	TheCompany has received notification dated 28 October 2008 from Dato' LimKiam Lam, Dato' Lim Hong Thye, Mr Lim Sin Seong and Mr Lim Kien Lip,the directors of the Company ("Interested Directors"), of theirintention to deal in the Company's securities during closed period. The details of securities held by the Interested Directors as at 28 October 2008 are as per the tabled attached below.   This announcement is dated 28 October 2008.
Attachments	:	details of securities-28.10.08.doc

傻人最有傻福

General Announcement

Reference No CA-081028-31696

Company Name	:	ANN JOO RESOURCES BERHAD
Stock Name	:	ANNJOO
Date Announced	:	28/10/2008

Type	:	Announcement
Subject	:	Ann Joo Resources Berhad ("Company") - Notice of intention to trade during closed period
Contents	:	TheCompany has received notification dated 28 October 2008 from Dato' LimKiam Lam, Dato' Lim Hong Thye, Mr Lim Sin Seong and Mr Lim Kien Lip,the directors of the Company ("Interested Directors"), of theirintention to deal in the Company's securities during closed period. The details of securities held by the Interested Directors as at 28 October 2008 are as per the tabled attached below.   This announcement is dated 28 October 2008.
Attachments	:	details of securities-28.10.08.doc

hdcyng

可能会回弹一点
但没用, 力道不大

hdcyng

原帖由 hdcyng 于 29-10-2008 02:24 AM 发表
可能会回弹一点
但没用, 力道不大

连连跌了两个星期终于回弹
可是呢, 如果昨天买今天卖;连还水钱都不够还

hdcyng

明天应该没多大起落

hdcyng

钢铁业重现曙光  券商建议捞底寻宝


（吉隆坡17日讯）废钢铁及钢坯（billet）价格和需求开始回扬，加上钢铁公司估值跌至诱人水平，分析界建议投资者，趁机捞底寻宝（bottom fishing）以免错失投资良机。 贸工部长丹斯里慕尤丁上周透露，将顺应业者要求，撤销废铁出口禁令。 另边厢，消息称中国即将撤销大部分钢铁产品出口关税。 侨丰投资研究指出，钢铁业最新国内外发展对本地业者影响不大，预计业者最糟糕时期或已过。 该行分析员黄显源指出，由于投资市场一般先反映公司未来6个月的前景，因此建议趁机投资那些拥有强稳资产作后盾，且管理审慎的公司。 中国未有大倾销 他指出，我国是废铁净入口国，加上本地废铁供应有限，素质也参差不齐，因此取消出口税影响不大。 政府早前放宽长钢铁产品市场，意味本地业者将面对进口钢铁产品的竞争。 但黄显源认为，我国品管及钢铁价格机制，将明显调低业者在中短期内所面对的风险。 他也说，大部分长钢铁产品不在中国出口税豁免列下，未来免税可能性不高，对本地业者冲击不大。 此外，即将取消出口税的相关钢铁产品中，中国向来非主要生产商及出口商，因此侨丰投资研究相信，中国政府此举不会引发本地钢铁市场剧烈的倾销活动，对锦记钢铁冲击微乎其微。 业者消息指出，土耳其买家重投本地业者怀抱，使废铁价格从每吨最低近100美元，扬至302美元。 加上部分国家或现钢坯短缺问题，该行估计，废铁每吨交易价或可超越500美元。

钱在手

希望钢铁真的能重见曙光。。。因已沉浸蛮久。。。