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SSTEEL (5665) : SOUTHERN STEEL BERHAD
erkongseng
Member Star
Posts: 285
Joined: Mar 2014
15 Feb 2017, 07:38 PMPost #1

 

2017年2月15日星期三

浅谈SSteel 5665 南钢 2016第二季业绩

--估计2017 年6月财年的Eps =23 sen,pe=8,stock price=rm 1.84
--5665 这次100%可赚$,之前同行6556 annjoo(長钢),5094cscstel (扁钢)都大跑了.
 随着南钢净利報捷,股价有望補上.
--公司于31-12-2016 的库存有5.33亿零吉,债务为9.45亿.
 现金有5951万,累计净利有9576万.
--公司于30-9-2016的30大股东共持有377925,600股份(90.07%),总股数为422,751m
 股价一旦开跑是很快的. 丰隆集团牢控69.63%
--中国己对许多商品有绝对的定价权,螺蚊钢就是其中一项,一帶一路下,
 产能减等是支持钢价利好。看來将有一些年的好景。
只供参考,投资自负.

erkongseng
Member Star
Posts: 285
Joined: Mar 2014
15 Aug 2018, 08:10 PMPost #2

https://kongsenger.blogspot.com/2018/08/ssteel-5665_14.html

erkongseng
Member Star
Posts: 285
Joined: Mar 2014
10 Apr 2019, 08:10 PMPost #3

https://finance.sina.cn/usstock/mggd/2019-04-10/detail-ihvhiqax1478685.d.html?vt=4&cid=76556

erkongseng
Member Star
Posts: 285
Joined: Mar 2014
10 Apr 2019, 08:17 PMPost #4

http://kongsenger.blogspot.com/2019/04/ssteel-5665-rm104.html?m=0

IVKLSE
Member Star
Posts: 172
Joined: Aug 2015
08 Apr 2020, 11:19 AMPost #5

Industry Comparision : Steel Products

  1. AISB
  2. ANNJOO
  3. ATTA
  4. CHOOBEE
  5. CSCSTEL
  6. DYNACIA
  7. EMETALL
  8. HIAPTEK
  9. KINSTEL
  10. LEONFB
  11. LIONIND
  12. MASTEEL
  13. MELEWAT
  14. MYCRON
  15. PANTECH
  16. PRESTAR
  17. SSTEEL
  18. WZSATU
  19. YKGI
  20. YLI
Yong Meng
Member Star
Posts: 44
Joined: Oct 2019
13 Jul 2021, 12:07 PMPost #6

https://menginvestlife.blogspot.com/2021/07/050.html 050 - 钢铁行业状况

i4value
Member StarMember Star
Posts: 605
Joined: Aug 2020
01 Jul 2023, 09:49 AMPost #7

As an investor, your main focus is ROE.  At the same time, steel is cyclical and to assess a steel company performance you should look at it over the steel price cycle.

From 2009 to 2022 (covering at least 2 price cycles), the company had an average ROE of negative 4%. Over the same period, the mean of the Bursa steel sector as per A tough 12 years for Bursa Malaysia steel companies had an average of negative 1 %. The sector ROE over the past 14 years can be seen from the chart below

OK, it was a tough sector for companies to make money but if a company is doing worse than the sector, should you bother to look investing opportunity?

 

1

yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

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