【ANNJOO 6556 交流专区】安裕资源

icy97

安裕第三季轉虧為盈

2014-11-27 11:16      
（吉隆坡26日訊）安裕資源（ANNJOO,6556,主板工業產品組）截至9月30日2014財政年第三季淨利達1千355萬9千令吉，轉虧為盈，前期虧損993萬8千令吉，主要歸功於原料價下跌及生產效率提昇的緣故。

首9個月淨利急升20倍，從148萬3千令吉漲至3千零91萬8千令吉。

營業額方面，第三季成長0.36%至5億零845萬9千令吉，9個月增長19.9%至18億零85萬5千令吉。

該公司發文告表示，儘管中國的傾銷活動導致售價下跌，但是在原料價下跌及生產效能提昇的情況下導致該公司能轉虧為盈。

但是，中國的傾銷活動仍導致該公司貿易業務營業額下跌了2千207萬令吉至1億6千零28萬令吉。（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2014	30/09/2013	30/09/2014	30/09/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	508,459	506,645	1,800,855	1,501,709
2	Profit/(loss) before tax	16,574	-20,009	34,350	-10,778
3	Profit/(loss) for the period	13,559	-9,938	30,918	1,483
4	Profit/(loss) attributable to ordinary equity holders of the parent	13,559	-9,938	30,918	1,483
5	Basic earnings/(loss) per share (Subunit)	2.71	-1.98	6.18	0.30
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.02	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.1400		2.1000

icy97

鋼鐵原料跌價‧安裕財測上調

2014-11-27 17:36      
（吉隆坡27日訊）安裕資源（ANNJOO,6556,主板工業產品組）第三季業績轉虧為盈，超越市場預測；隨著鋼鐵材料原料比產品跌幅較高，及市場需求保持強勁，使分析員普遍上調財測及維持良好評級。

分析員認為，大馬政府對中國鋼鐵產品進口實施有效貿易反傾銷措施，假設中國政府取消中國鋼鐵業者的出口稅務回退措施等，將是本地鋼鐵業者估值重估的主要利好催化因素。

肯納格研究表示，安裕資源首9個月核心淨利表現超越預測，因此將2014年及2015年核心淨利預測皆上調7%，分別至4千110萬令吉、及5千280萬令吉。

肯納格看好該公司未來業表現，因整體原料成本比鋼鐵材料平均售價跌得更快，預料安裕資源將從較低的鐵礦石、焦炭價格受惠，以保持其產品賺幅佔領先地位的優勢。

今年第三季，鐵礦石平均價為每公吨114美元，按季下跌12%及按年跌15%、焦炭平均價則每公吨跌至159美元（按季跌6%及按年跌30%）、及廢鐵價格每公吨則跌至349美元（按季跌1%及按年跌17%）。

反觀同期的鋼鐵材料則按季微跌1%及按年則僅降3%。

大馬研究表示，中國鋼鐵產品在大馬市場大傾銷，將是本地鋼鐵業者，包括安裕資源在短期里的主要挑戰。2015年的大馬鋼鐵材料需求前景保持正面。

根據大馬鋼鐵業公會預測，本地鋼鐵材料消費量將增加至1千150萬公吨，其中長鋼鐵材料占一半（約590萬公吨），這對安裕資源業務前景有利。

MIDF研究認為，鋼鐵產品價格低落，仍是安裕最大挑戰，前景必須看如何解決中國鋼鐵傾銷，或中國政府有任何的政策更動。



（星洲日報／財經‧報道：李文龍）

icy97

Date of change	18/12/2014
Name	Cheah Ban Seng
Age	50
Nationality	Malaysian
Designation	Chief Financial Officer
Type of change	Cessation of Office
Reason	To pursue his other interests

icy97

安裕跌跌不休‧鋼鐵股合理價多少？

2015-02-08 19:23      
鋼鐵股友阿信問：
我是安裕資源（ANNJOO，6556，主板工業產品組）小股東，近年來其股價跌跌不休至低迷不振，最近鋼鐵行業的大市情況如何，目標價去到哪個水平？

答：
丰隆研究甫於1月14日出爐的一份有關建築材料領域的報告中，談到鋼鐵業最新情況可作參考。該行指出，雖然政府不留余力地試圖遏止便宜進口鋼鐵產品進入大馬市場，惟國內整體鋼鐵公司的2014年業績表現仍然疲弱。

進入2015年，大馬鋼鐵聯合會就預測，今年大馬鋼鐵產品消費成長率料可介於3至4%，主要是持續的建築及基建開銷的推動。

丰隆研究指出，雖然今年鋼鐵業消費成長適度，惟該行對本地鋼鐵行業，持續持不太樂觀的態度，主要是區域鋼鐵市場持續供過於求、全球經濟成長依然低迷及原料價格下跌，從而持續打擊鋼鐵產品價格及存貨的意願。

談到今年鋼鐵業可能的潛在利好時，它指出，這包括中國當局採取更有效措施遏止鋼鐵業的產能及大馬政府採取潛在有效的貿易行動如鋼鐵反傾銷活動等。

話又說回頭，至於該行業的風險，則包括長期的中國鋼鐵業持續出現產能過剩的情況及鋼鐵業產品生產原料價格走高，從而減少產品賺幅等。

基於上述各種因素與情況，該行對鋼鐵業持“中和”評級，並對安裕資源的合理目標價定在1令吉，當時給予“賣出”等級。（星洲日報／投資致富‧投資問診‧文：李文龍）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2014	31/12/2013	31/12/2014	31/12/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	491,091	653,086	2,291,946	2,155,373
2	Profit/(loss) before tax	-9,379	15,263	24,971	4,480
3	Profit/(loss) for the period	-7,583	10,785	23,335	12,268
4	Profit/(loss) attributable to ordinary equity holders of the parent	-7,583	10,785	23,335	12,268
5	Basic earnings/(loss) per share (Subunit)	-1.51	2.15	4.66	2.45
6	Proposed/Declared dividend per share (Subunit)	1.00	0.00	3.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.1200		2.1000

icy97

ANN JOO RESOURCES BERHAD

EX-date	03 Jun 2015
Entitlement date	05 Jun 2015
Entitlement time	05:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final single tier dividend of 1 sen per share
Period of interest payment	to
Financial Year End	31 Dec 2014
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	SYMPHONY SHARE REGISTRARS SDN BHD (.)Level 6, Symphony HouseBlock D13, Pusat Dagangan Dana 1Jalan PJU 1A/4647301Petaling JayaTel:0378490777Fax:0378418151
Payment date	23 Jun 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	05 Jun 2015
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0100
Par Value	Malaysian Ringgit (MYR) 1.000

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2015	31 Mar 2014	31 Mar 2015	31 Mar 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	520,645	686,067	520,645	686,067
2	Profit/(loss) before tax	7,490	13,666	7,490	13,666
3	Profit/(loss) for the period	5,326	12,518	5,326	12,518
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,326	12,518	5,326	12,518
5	Basic earnings/(loss) per share (Subunit)	1.06	2.50	1.06	2.50
6	Proposed/Declared dividend per share (Subunit)	0.00	2.00	0.00	2.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.1400		2.1200

icy97

中国钢铁拉低售价 安裕资源拓展区域遇阻

财经新闻 财经  2015-05-30 11:50
（吉隆坡29日讯）中国进口钢铁大量涌入，拖累安裕资源（ANNJOO，6556，主板工业产品股）产品售价下滑，也成为公司拓展区域计划的绊脚石。

董事经理拿督林鸿泰指出，在如今的情况，该公司难以取得充裕的资金，扩展业务版图和进军下游业务。

“我们原本想在明年开始制造高级钢铁产品，并扩大东盟的业务版图，但现在很难拨出额外的资金，来进行这些计划。”

他补充道，进军下游业务，必须进行长期的研发，并投入大笔的资金来购买设备。

但中国的钢铁大量涌入市场，打击了该公司的产品售价，导致扩展计划蒙上阴霾。

进口中国钢铁剧增

林鸿泰表示，我国首季进口的中国钢铁，按年激增226%，而且没有放缓的迹象。

“如今的情况相当严重，已经影响到我国钢铁领域的发展，我们吁请政府能够正视这个问题。”

为了应付艰巨的挑战，公司将持续提高生产力，但业绩表现，很大程度仍取决于钢铁售价。

“虽然我预计成本会继续下降，但一切仍视乎售价而定，同时，我们近期也不期望能够交出亮眼的成绩。”

安裕资源首季净利大挫57.45%，至532万6000令吉，主要归咎于出口量下滑和汇兑损失走高。【南洋网财经】

icy97

安裕資源可持有？

2015-06-14 19:24      

吳小姐問：
鋼鐵業前景好像有點黯淡，可是相比之下，安裕資源（ANNJOO，6556，主板工業產品組）的表現是不是比較好？請問可以繼續持有嗎？

答：
安裕資源首季淨利按年跌57.1%、按季揚170.4%至530萬令吉，鋼鐵原料價格波動，中國廉價鋼鐵產品持續充斥東南亞市場，大馬也是傾銷之地，大馬鋼鐵業仍挑戰重重。

MIDF研究說，若廉價鋼鐵產品持續傾銷大馬，預期國內鋼鐵廠商的賺益疲弱。

鋼鐵業向國際貿工部陳情，以對中國傾銷行動實施反傾銷稅，大馬政府未能採取行動令國內鋼鐵業營運環境持續挑戰重重。

聯昌研究說，中國於3月間修改鋼鐵政策，致力於把鋼鐵業產能由70%提昇至80%，以應付中國國內需求。聯昌指中國鋼鐵業也極可能利用免出口稅之優勢，繼續傾銷鋼鐵至東南亞各國。

大馬研究認為危中有機，第十一大馬計劃（11MP）的基建計劃，為安裕資源提供契機。

倘若中國政府能夠實施環保改革措施，可能為傾銷活動提供喘息空間，不過這項措施不會立竿見影。

肯納格研究說，大馬鋼鐵業近至中期仍然面臨中國傾銷之挑戰，蓬勃的國內建築業並不能全部吸納傾銷之中國與韓國鋼鐵產品。

安裕資源首季淨利受高銷售噸數拉台，低原料價（特別是鐵礦石）和年終沒有一次過撥備烘託淨利，其營運賺益由2.8%按年改善至首季4.6%。

聯昌看好安裕的生產效益，若原料價仍維持低位，未來幾季可顯優勢。

豐隆研究則調低安裕資源今後兩年財測52.3%和32.7%，來到1千540萬和3千820萬令吉，惟調高評級至“守住”和調高目標價。

綜合來看，分析員對該公司的評級主要是買進和持有，合理價則是介於1令吉2仙至1令吉56仙。（星洲日報／投資致富‧投資問診‧文：李文龍）

icy97

林建南子任安裕执行董事

财经新闻 财经  2015-07-04 10:24
（吉隆坡1日讯）安裕资源（AnnJoo，6556，主板工业产品股）委任执行主席拿督林建南的儿子林安泉（译音），为执行董事。

同时，现任董事经理拿督林鸿泰的胞兄，也被委任为非执行董事。他目前是制造业务营运总监。

根据文告，这项人事变动即日生效。

现年37岁的林安泉是在2000年加入安裕集团，并于2010年出任贸易业务的商务总监，自2012年9月担任安裕集团贸易业务董事经理。【南洋网财经】

Date of change	01 Jul 2015
Name	MR LIM AUN CHUAN
Age	37
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Appointment
Qualifications	Bachelor of Science in Industrial Engineering from University of Arkansas, United States of America.Master of Science in Business Administration (Major in Finance) from University of Charles Sturt, Australia.
Working experience and occupation	Mr Lim started his career with Ann Joo Group as a management trainee in year 2000 and had served in various key capacities in the operating subsidiaries before taking on as Head of Strategic Business Unit 4 in year 2008.  In year 2010, he became the Commercial Director for the Trading Division of Ann Joo Group.  He presently holds the position as Managing Director of Ann Joo Group's Trading Division since September 2012, including a number of other subsidiaries in the Group.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	In his relationship to the directors, Mr Lim Aun Chuan is the son of Dato' Lim Kiam Lam and nephew to Dato' Lim Hong Thye and Mr Lim Kien Lip. He is the grandnephew of Mr Lim Sin Seong. To the major shareholders, Mr Lim Seng Chee and Mr Lim Seng Qwee, he is the grandson and grandnephew respectively.
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Ordinary Shares of RM1.00 each: Direct: 50,000 Indirect: Nil
Due Date for MAP	01 Nov 2015

icy97

Date of change	01 Jul 2015
Name	MR LIM HONG HOCK
Age	44
Nationality	Malaysia
Designation	Non Executive Director
Directorate	Non Independent and Non Executive
Type of change	Appointment
Qualifications	Bachelor of Science in Mechanical Engineering from University of Maryland, College Park, United States of America.Master of Business Administration in Entrepreneurship from University of Wisconsin, Madison, United States of America.
Working experience and occupation	Mr Lim started his career with Kimberly-Clark Corp., a U.S. based Fortune 500 company dealing in consumer paper products and he later relocated to Malaysia as its Production Manager from 1995 to 2000. He then pursued his MBA from year 2001 to 2003 before he joined the subsidiary, Ann Joo Steel Berhad ("AJSB") in year 2004 as Senior Vice President and subsequently appointed as an Executive Director of AJSB on 1 July 2008.  He holds directorship in another subsidiary, Ann Joo Integrated Steel Sdn Bhd ("AJIS") since September 2008 and was part of the pioneering team involved in the set-up of AJIS's Blast Furnace, the first modern furnace in Malaysia.  He is currently the Director- Operations of Ann Joo Group's Manufacturing Division.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	In his relationship to the directors, Mr Lim Hong Hock is the brother of Dato' Lim Hong Thye and cousin of Dato' Lim Kiam Lam and Mr Lim Kien Lip. He is the nephew of Mr Lim Sin Seong. To the major shareholders, Mr Lim Seng Qwee and Mr Lim Seng Chee, he is the son and nephew respectively.
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Ordinary Shares of RM1.00 each: Direct: 419,500 Indirect: Nil
Due Date for MAP	01 Nov 2015

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2015	30 Jun 2014	30 Jun 2015	30 Jun 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	501,271	606,329	1,021,916	1,292,395
2	Profit/(loss) before tax	-16,272	4,110	-8,782	17,775
3	Profit/(loss) for the period	-10,848	4,841	-5,522	17,358
4	Profit/(loss) attributable to ordinary equity holders of the parent	-10,848	4,841	-5,522	17,358
5	Basic earnings/(loss) per share (Subunit)	-2.17	0.97	-1.10	3.47
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	2.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.1100		2.1200

icy97

安裕资源 钢铁价低迷损赚幅

财经 股市 行家论股  2015-08-29 12:21
目标价：73仙

最新进展
安裕资源（ANNJOO，6556，主板工业产品股）截至6月30日次季由盈转亏，净亏1084万8000令吉；营业额跌17.33%，报5亿127万1000令吉。

归咎于来自中国的进口货大量涌入，加上国际钢铁价暴跌，导致产品售价下跌，赚幅减少。

合计上半年，该公司净亏552万2000令吉；营业额按年挫20.93%，达10亿2191万6000令吉。

行家建议
中国出口大量廉价钢铁，并涌入大马市场，导致售价走低，本地钢铁业者赚幅继续受到负面冲击，营运环境持续充满挑战。

由于钢铁领域净利持续波动，以及原料价格的不稳定因素，对该公司的前景保持谨慎。

安裕资源产品价格降低，因此，2015业绩预测下调至净亏1720万令吉。

此外，我们下修目标价至73仙，为4倍的本益比。

不过，该公司依然以低于账面价值的价格进行交易，因此维持“中和”评级。



分析：MIDF研究

【南洋网财经】

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2015	30 Sep 2014	30 Sep 2015	30 Sep 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	325,470	508,459	1,347,386	1,800,855
2	Profit/(loss) before tax	-83,801	16,574	-92,583	34,350
3	Profit/(loss) for the period	-82,285	13,559	-87,807	30,918
4	Profit/(loss) attributable to ordinary equity holders of the parent	-82,285	13,559	-87,807	30,918
5	Basic earnings/(loss) per share (Subunit)	-16.44	2.71	-17.54	6.18
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	2.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.9500		2.1200

icy97

Date of change	01 Jan 2016
Name	MR LIM KIEN LIP
Age	53
Nationality	Malaysia
Type of change	Redesignation
Previous Position	Executive Director
New Position	Non Executive Director
Directorate	Non Independent and Non Executive
Qualifications	N/A
Working experience and occupation	N/A
Family relationship with any director and/or major shareholder of the listed issuer	Mr Lim Kien Lip is the son of the major shareholder, Mr Lim Seng Chee and the brother of Group Executive Chairman, Dato' Lim Kiam Lam.
Any conflict of interests that he/she has with the listed issuer	N/A
Details of any interest in the securities of the listed issuer or its subsidiaries	indirect : 1,500,000 shares of RM1.00 each

icy97

安裕前景如何？

2016-02-21 19:21      

讀者黃建達問：
安裕資源（ANNJOO，6556，主板貿服組）業務前景如何？可在哪個價位買進？

答：
當安裕資源在宣佈最新業績後，馬銀行研究在研究報告中，針對其未來業務前景展望時指出，該公司在去年10月中的鋼鐵產品銷售量略有起色，主要是降低產品銷售價，以便與中國進口貨競爭。

同時，馬幣兌主要貨幣匯率下貶，這使進口鋼鐵產品更為昂貴，反而對本地鋼鐵業者包括安裕資源有利。根瞭解，本地鋼鐵業者持續向政府當局遊說，實施更多保護措施以遏止進口鋼鐵產品活動，以使本地業者能繼續生存。

談到安裕資源的未來業務前景，肯納格研究認為，整體鋼鐵業的短中期展望依然深具挑戰，特別是政府並沒有採取措施，以對付外國，特別是中國的鋼鐵產品在本地的傾銷活動。

若是全球主要鋼鐵產品生產國（中國與韓國）的產品供應過剩問題沒有獲得解決，縱然本地建築業蓬勃，料也將不足以使本地鋼鐵業者的業務完全復甦。

生產過剩
前景黯淡

總的來說，本地鋼鐵業者包括安裕資源在內，若是全球市場的鋼鐵產品持續生產過剩、加上政府沒有為進口產品實施反傾銷措施，相信本地業者的業務前景依然黯淡及全面復甦無期。至於可在哪個價位買進，本地3家證券研究在2015年11月杪對它業績評論及推荐可作為參考。

當時，大馬研究給它的合理價是80仙（當時市價為73.5仙），並給予“守住”評級。馬銀行研究給的目標價僅為40仙、而肯納格研究則給61仙，當時都建議“沽售”評級。（星洲日報／投資致富‧投資問診‧文：李文龍）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2015	31 Dec 2014	31 Dec 2015	31 Dec 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	413,542	491,091	1,760,928	2,291,974
2	Profit/(loss) before tax	-47,961	-9,379	-140,544	24,970
3	Profit/(loss) for the period	-47,668	-7,583	-135,475	23,388
4	Profit/(loss) attributable to ordinary equity holders of the parent	-47,668	-7,583	-135,475	23,388
5	Basic earnings/(loss) per share (Subunit)	-9.52	-1.51	-27.06	4.67
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	2.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.8500		2.1200

icy97

Type	Announcement
Subject	OTHERS
Description	Response to news article "MISIF lodges complaint with MoF"
Reference is made to the news article “MISIF lodges complaint with MoF” in the Edge Financial Daily dated 29 February 2016.  The Company wishes to inform that the Royal Malaysian Customs Department (“RMCD”) had on 24 February 2016 inspected and taken custody of shipping and accounting records relating to import of hot-rolled coil of the subsidiary companies, namely Ann Joo Metal Sdn Bhd (“AJM”), Anshin Steel Service Centre Sdn Bhd (“ASSC”) and Anshin Steel Processor Sdn Bhd (“ASP”). The purpose of audit and investigation was not officially informed by RMCD. None of the accounts of AJM, ASSC and ASP have been frozen by RMCD. The documents that have been taken do not affect the operations of the Group and the Company is of the opinion that there is no financial impact. The Company will continue to extend its cooperation to RMCD on the investigations.   This announcement is dated 29 February 2016.

kongsenger

annjoo 6556 安裕 rm1.16 值得进吗?
1)技术面;今天(12-4-2016)己破52周新高rm1.08,收市于rm1.16,量增价升,
前路充满无限希望.
2)基本面;a)公司净有形资产(nta)为rm1.85,现在股价rm1.16仍然低于资产.
             b)公司股数为5.227亿股,钢材库存达马币9.51亿,如果全部出售,换算每股仍值rm1.81,
而还不包括公司其他资产如高炉产房,各种器材,相关技术等.
3)公司于31-12-2015 现金为5870万,loan为13亿,乍看之下是很嚇人,但累计净利有3.89亿,
应收賬款为2.87亿,钢铁库存达9.51亿.因为2012年用了近6亿建立大马首个高炉厂.
3)全球产量4成出的中国在去库存,去产能情况下,另一波钢价升势将展开.
http://www.barchart.com/chart.ph ... hnical&template
最后,明智的决定在于你了,安康.

kongsenger

上海5月期货(螺紋钢)以最高收rmb 2605,漲5.98%,今日钢股将有明显的上升,
尤以annjoo更具优势,9.51亿库存明显己增值,且可直接出货,无须等待生产时间,
绝对是首选钢铁股,估计2016年eps=10sen,pe=20,股价=rm2.00