【ANNJOO 6556 交流专区】安裕资源

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。。。

旭阳

呵呵~在佳礼有一个现象！~
当有人发帖表明要对某支股票进行中长期投资的时候，总有人会找出一堆不利的消息和新闻贴上来，不知道是什么居心~

hdcyng

原帖由 旭阳 于 18-11-2008 08:36 AM 发表
呵呵~在佳礼有一个现象！~
当有人发帖表明要对某支股票进行中长期投资的时候，总有人会找出一堆不利的消息和新闻贴上来，不知道是什么居心~

hihi
这里的不利的消息和新闻也是我贴的

hdcyng

中国钢铁过剩1亿吨 不锈钢巨头老板负债7亿自杀

海啸冲击下，全球需求大幅放缓，导致如钢铁、焦炭、煤炭、电解铝和航空等众多正处于产能释放高峰期的行业产能过剩。招商证券首席钢铁分析师张士宝接受记者专访时表示，仅钢铁一个行业，目前的产能就已过剩了1亿吨。许多生产商不得不大幅减价，其中许多规模不大的企业出现亏损。
江苏兴利来特钢有限公司董事长包存林的死因，目前存在两种版本：自杀身亡，因病去世。当地政府和市民大多认为，是企业资金链断裂让包存林走上了“不归路”。据当地企业的知情人士透露，包存林欠了近7亿的债务，政府作价了他全部的资产还欠4个多亿，他压力太大了。（资料图片）

张士宝说，由于06至07年全球经济尤其是中国经济高速增长，国内各钢铁公司均大幅从银行贷款扩充产能满足市场需求，目前全国钢铁产量达到6.2亿吨，预计其中1亿过剩。

金融海啸爆发后，钢材价格一路下滑。到10月时，价格已比6月触顶时下跌了40%。据中国钢铁工业协会统计，全国大中型钢铁公司普遍亏损，一般负债率在58%－59%，而最近裁员一半的日照钢铁负债率则达80%。预计明年钢价仍会持续下跌。

不久前，江苏不锈钢巨头包存林自杀身亡，其原因正是国内不锈钢市场因产能集中释放而需求大减，各厂商纷纷杀跌报价，导致不锈钢重要原料镍板价格从去年每吨40多万元跌至目前每吨9万元左右，下滑逾77%，巨额亏损和无法还贷，让包存林寻了短见。

价格同样大幅下挫的还有焦炭，较前期高点几近腰斩。

[ 本帖最后由 hdcyng 于 25-11-2008 01:18 AM 编辑 ]

心中仍把妳思念

吓死小弟，看标题小弟还以为AnnJoo老板。。。

hdcyng

江苏兴利来特钢有限公司业绩辉煌，包存林又为何出现“意外”?

知情人说，恰恰是因为包存林铺的摊子太大了。初中没有毕业，篾匠出身的包存林，早年在当地一家公司跑供销，此后结识了广东一位老板，在广东老板投资帮助下，最终有了自己的企业，工厂规模从占地 10亩到30亩，直到现在的300亩，“导致他最终无路可走，是因为资金链断了”。

据介绍，为融资包存林先后向各大银行借贷数亿元，还贷成了其沉重的包袱，特别在今年金融风暴，不锈钢行情总体不景气的情况下，不锈钢行业遇到了前所未有的“寒流”，目前当地已有半数不锈钢经营者选择了停产或半停产的状态。包存林去年在高价位时曾购买了大量的镍板，在今年不锈钢成品销售价格低，销售量小的情况下，势必亏损严重，资金不能及时回笼。据称，之前包存林曾申请破产。

包存林之所以最后选择走了极端，有人认为，眼看各大银行的还贷期限已到，包存林感觉“无路可走了”;但也有人认为，按包存林现在的资产还不一定就资不抵债，是他自己心理压力太大，接受不了一些事实，过不了一些坎。

hdcyng

原帖由 心中仍把妳思念 于 25-11-2008 01:25 AM 发表
吓死小弟，看标题小弟还以为AnnJoo老板。。。

误会
不好意思