【MASTEEL 5098 交流专区】大马钢厂

azera

kinstel和massteel的股价差不多。。。那个较为被看好？？

草下飞

各位老板，大家对于这次的10% private placement怎么看？
其他暂时还不知道，可是每股盈利肯定会被冲淡1/(10+1)=9.09%

刚刚浏览这帖的时候，发现原来我在两年前曾经留过言，哈哈。。。

General Announcement

Reference No OI-100128-42046

Submitting Merchant Bank	:	OSK INVESTMENT BANK BERHAD
Company Name	:	MALAYSIA STEEL WORKS (KL) BHD
Stock Name	:	MASTEEL
Date Announced	:	28/01/2010

Type	:	Announcement
Subject	:	MALAYSIA STEEL WORKS (KL) BHD (“MASTEEL” OR THE “COMPANY”) PROPOSED PRIVATE PLACEMENT OF UP TO TEN PERCENT (10%) OF THE COMPANY’S ISSUED AND PAID-UP SHARE CAPITAL TO INVESTORS TO BE IDENTIFIED
Contents	:	On behalf of the Board of Directors of MASTEEL (the “Board”), OSK Investment Bank Berhad (“OSK”) wishes to announce that the Company proposed to implement a private placement of up to 19,466,666 new ordinary shares of RM0.50 each (“Share or Share(s)”) in MASTEEL (“Placement Shares”), representing not more than ten percent (10%) of the issued and paid-up share capital of the Company, to investors to be identified (“Proposed Private Placement”). Further details on the Proposed Private Placement are set out in the attachment below. This announcement is dated 28 January 2010.
Attachments	:	01 Announcement on Proposed Private Placement.pdf
Announcement Details :

WanderingWind

kinstel和massteel的股价差不多。。。那个较为被看好？？
azera 发表于 7-2-2010 06:07 PM

kinstel。

步惊云大侠

kinstel。
WanderingWind 发表于 7-2-2010 09:52 PM

    目前进场不知道会被套住吗？

WanderingWind

目前进场不知道会被套住吗？
步惊云大侠 发表于 7-2-2010 10:14 PM

哪里知道会不会被套的，如果没有用margin就算被套也死不了啦。

草下飞

有谁留意到我所说的receivables & payable吗？
老实说，我想当好奇。。。不晓得有谁知道内幕为何如此。。。

马桶盖

有谁留意到我所说的receivables & payable吗？
老实说，我想当好奇。。。不晓得有谁知道内幕为何如此。。。 ...
草下飞 发表于 11-2-2010 12:13 AM

正常啊。。2008年是钢铁价超好的一年。MASTEEL股票价格一度飙到RM2.50。从2006到2008年Q3，钢铁市场都非常好（中国奥运效应，内需，等等）,大家应该还记得国内屋价因建筑材料大起，而暴升吧。还有不良商家顿货，水沟盖失窃的新闻吧。。有这样的据数，并不希奇。。。。对吧？

马桶盖

有谁留意到我所说的receivables & payable吗？
老实说，我想当好奇。。。不晓得有谁知道内幕为何如此。。。 ...
草下飞 发表于 11-2-2010 12:13 AM

wait for FY2009 report, then you will see how terrible the financial status is for all steel manufacturers in 2009...due to the downturn, these are all tracable & making lots of sense.

With the launching of so many projects (government & private), definitely the earning for steel company will rise once again, but the golden question is, which one will have the most gain among the industry players?? This is for you to study on your own...

cocoloco

其实我觉得MASTEEL的公司怪怪的，欠债越来越大对投资者来说不是好事。

马桶盖

回复 24# cocoloco


debtor = 债子，要还钱给masteel的一方
creditor = 债主，masteel的债主

何来的欠钱越来越多？？

cocoloco

回复 25# 马桶盖


    SHORT TERMS LOANS 好像越来越大

feijason2000

1。11 时， 已卖了

马桶盖

		Current Year Quarter	Preceding Year Corresponding Quarter	Current Year to Date	Preceding Year Corresponding Period
		31/12/2009	31/12/2008	31/12/2009	31/12/2008
		RM '000	RM '000	RM '000	RM '000
1	Revenue	191,686	161,666	687,262	881,224
2	Profit/Loss Before Tax	10,608	5,843	-8,446	85,730
3	Profit/Loss After Tax and Minority Interest	10,586	5,466	-8,468	79,301
4	Net Profit/Loss For The Period	10,586	5,466	-8,468	79,301
5	Basic Earnings/Loss Per Shares (sen)	5.44	3.32	-4.35	40.74
6	Dividend Per Share (sen)	0	0	2.5	3
				As At End of Current Quarter	As At Preceding Financial Year End
7	Net Tangible Assets Per Share (RM)			2.14	2.21

正如所料，开始赚钱了。。下季会更好。。

马桶盖

1。11 时， 已卖了
feijason2000 发表于 12-2-2010 12:52 PM

good! I wanted to sell too, but thought it will rise to 1.2, hence still holding...now volume starting to fall again..

iamnotgal2

2004-2008 receivables - > 53.919M to 134.482M (2.5倍)
2004-2008 payables - >  115.979M to 50.295M (-2.3倍)

有假账的嫌疑吗？
通常公司会把payables/receivables比例维持在一个比较平衡的局面。比如说，经济低迷时，人家欠你多一点钱，你也欠别人多一点钱以方便周转。经济好了，人家欠钱少了，你也一样，欠别人的钱少一点。可是现在看来相反。

5-YR BALANCE SHEET

*All figures in RM'000 *Re-statement Excluded Reclassified & normalised data for comparative use. BALANCE SHEET @ 2008-12-31 @ 2007-12-31 @ 2006-12-31 @ 2005-12-31 @ 2004-12-31 CURRENT ASSETS Cash & Securities 28,514 34,496 38,004 26,967 9,665 Stocks 163,662 114,996 78,926 55,048 38,737 Debtors/Receivables 134,482 110,636 84,565 58,097 53,919 Others 0 0 0 0 0 TOTAL CURRENT ASSETS 326,658 260,128 201,495 140,112 102,321 CURRENT LIABILITIES Short-term Loans 127,577 120,859 167,720 14,419 11,982 Creditors / Payables 50,295 60,065 45,103 102,215 115,979 Taxation 2,288 1,745 0 0 0 Dividends 0 0 0 0 0 Others 0 0 0 0 0 TOTAL CURRENT LIABILITIES 180,160 182,669 212,823 116,634 127,961

iamnotgal2

这里没有人持有masteel吗？
欢迎大家一起谈论。。。
小弟可能有许多没有看清的地方，希望能得到大家的指点。。。

eddylim0000

的却奇怪。。。等着分析看看。。。

winter8504

那要问首席执行戴先生了

ecoung

回复 1# iamnotgal2

不如试一试检查一下其几年来的偿还天数，和收款天数， 然后再和其他公司如Kinsteel，CSCStel，SSTeel等来做个比较？
一般上，这些是需要以同行的成绩来比较，才能看得比较清楚的。






散兵馆：http://sbpov.blogspot.com

gyeserlim

这就是钢铁公司的特别之处。。