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【MELEWAR 3778 交流专区】美丽华工业

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发表于 26-11-2006 03:25 PM | 显示全部楼层 |阅读模式
本帖最后由 icy97 于 25-10-2011 02:54 AM 编辑

美麗華工業将在28/11EGM投票批准 1 for 3 bonus。现在又传出有化麥克倫鋼鐵(MYCRON,5087)。森美蘭州皇族好像动作多多。
应该有好戏在后头。


美麗華每股70仙至1令吉全面獻購
updated:2006-11-25 18:05:40 MYT

(吉隆坡訊)大馬股市近期漲勢凌厲刺激私有化消息密集出籠,最新傳言是美麗華工業(MELEWAR,3778)或私有化麥克倫鋼鐵(MYCRON,5087)。

據本地一家英文報引述不具名消息人士指稱,麥克倫鋼鐵的股價無法反映實際價值,美麗華工業料以每股70仙至1令吉代價,展開全面獻購。


消息人士透露,由森美蘭州皇族東姑丹斯里阿都拉家族持有36%股權的美麗華工業,正針對麥克倫鋼鐵積極探討多項策略,包括私有化計劃等,以將麥克倫鋼鐵從大馬股票交易所中除牌。

麥克倫鋼鐵的年報顯示,美麗華工業與相關公司總共握有麥克倫鋼鐵的64%股權或1億1460萬股。以每股70仙至1令吉計,這項私有化計劃總值介於3900萬至5500萬令吉。

麥克倫鋼鐵週五(24日)收83仙,上漲3.5仙。

2004年上市的麥克倫鋼鐵遲遲無法超越發售價1令吉40仙關口,去年9月起更是跌破1令吉心理扶持水平,全年至今徘徊在60仙至1令吉左右,走勢沉悶。

不過,儘管美麗華工業或有意私有化麥克倫鋼鐵,但是這項計劃存有兩大阻力,分別是鬆散的股東架構與潛在的升值能力。

麥克倫鋼鐵股權架構松散

目前,麥克倫鋼鐵擁有超過7千名小股東,除了美麗華工業外,麥克倫鋼鐵的大股東包括僱員公積金局與國民投資公司(PNB),兩者分別持有超過3%股權,股東架構異常鬆散,或成為私有化計劃的最大擋路石。

而且,麥克倫鋼鐵以製造冷扎鋼鐵為核心業務,目前這項商品的價格強勁上漲,促使該公司業務展望看俏,股價變得更具吸引力,拉低美麗華工業出價的吸引力,也可能阻攔私有化計劃的完成。 (星洲日報/財經‧2006/11/25)

[ 本帖最后由 kitkatlow 于 18-11-2007 12:13 PM 编辑 ]
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 楼主| 发表于 26-11-2006 03:39 PM | 显示全部楼层
第九计划推动建筑领域复苏 钢铁业欣欣向荣  

美丽华工业多元化业务

前身为丸一(Maruichi)的美丽华工业(Melewar, 3778,主板工业产品股),在美丽华集团控制后,积极多元化业务,进军发电业及石油与天然气开采业等,以扩大集团盈利基础。

美丽华工业目前拥有M3能基(M3 nergy, 8557,二板贸易服务股)(前名为丁能基-Trenergy)的20.6%股权。
  
美丽华工业原有业务为钢管制造业,是国内著名的钢管制造集团,多年来业务稳健。

M3能基的主要业务为石油与天然气领域提供浮动生产系统,这家联号公司,除了为美丽华工业作出营业额与盈利贡献外,也使它的钢铁产品有机会渗透石油与天然气领域。

此外,拥有M3能基股权,也间接使美丽华工业拥有海事商业(MMM, 7040,主板贸易服务股)的28.67%股权。海事商业的业务涉及石油运输及散庄货运等业务。

美丽华工业也持有麦克伦钢铁(Mycron, 5087,主板工业股)的54.3%股权。

美丽华工业的钢管产品,60%供建筑业使用,因此,建筑业的高低潮对该集团会产生影响。

根据美丽华董事经理东姑耶谷指出,美丽华半数盈利来自麦克伦钢铁公司的冷轧钢铁业务。

他也说,去年建筑业表现欠佳,惟其他领域对钢管的需求增加,抵消了建筑业流失的销售额。

建筑业好景业绩料改善

随着建筑业未来数年内前景看好,预料美丽华工业的业绩会有改善。

美丽华工业在去年10月下旬宣布与联营伙伴以8千281万令吉(2千200万美元)的价格收购暹罗(Siam)电力公司的55%股权。

该公司联营伙伴为Transturbo工程私人有限公司。两公司成立M-Power TT有限公司,以在暹罗电力公司投资,美丽华工业是该联营公司75%股权,而Transturbo公司持有其余的25%股权。

暹罗电力公司持有执照,以在泰国南部的拉容(Rayong)工业区兴建,拥有与营运一家发电厂,初期发电量为150兆瓦,第二期发展,将兴建一个300兆瓦的发电厂。

美丽华工业在截至今年1月31日为止的第4季内,取得2千483万9千令吉税前盈利,较前期的1千110万4千令吉锐增123.7%。

该公司截至1月31日为止的全年税前盈利达3千552万3千令吉,较上一个财政年的7千266万4千令吉滑落51.11%,全年营业额则下降5.31%至5亿6千692万令吉。

  第九计划集中发展大马半岛中区 大马钢厂受惠料较大

  大马钢厂(MaSteel,5098,主板工业产品股)董事经理兼总执行长戴贤龙预期,基于第九大马计划主要基建计划集中在大马半岛中区,而房屋计划集中在巴生谷,森美兰与马六甲也有显著数额,该公司料会受益较多。

  他预期,大马钢厂在截至2006年12月底止财政年,营业额将比去年增加25%至3亿7千万令吉。

  他说,大马钢厂的工厂位于雪州,从运输钢铁成本的观点来说,有关基建计划向雪州钢厂购买钢铁,成本将较轻,因此,大马钢厂在这方面料比一些厂房在他州的钢铁厂较有优势地位。

  该公司在2005年财政年的净利为2千331万令吉,较2004年的3千591万令吉减少1千258万令吉。

  戴贤龙指出,2004年财政年的净利,其实是概括电费开销回扣额1千180万令吉,如减去该笔款额,2004年的净利为2千410万令吉,因此,2005年净利实际上只比2004年减少3.3%而已。

  他说,去年是钢铁业一个挑战年头,钢铁价格波动不定,国内只有少数钢铁公司赚钱,而大马钢厂是其中一家。

  大马钢厂属下两家工厂的钢铁总产量约60万吨,其在雪州武吉拉惹的钢铁厂生产上游产品-钢坯,年产量约为35万吨,而它在八打灵再也的工厂生产下游产品-每年生产量约为25万吨。两间工厂的产能使用率目前为70%。该公司所生产的钢坯为方形钢坯。

  明年产能料保持70%

  戴贤龙预期,两工厂在明年的产能使用率料保持为70%。

  该集团于去年至今年底总共作资本投资约4千万令吉,主要是提升集团的机械设备,包括电力转换器,以减低生产成本。

  大马钢厂集团于去年开始以天然气代替液化天然气生产钢坯,估计这项措施每年可节省400万令吉成本。

  该集团的另一项节省成本措施,是以意大利的Spersonic Lancing System工艺生产钢铁。该工艺综合氧气与天然气,加速溶铁过程,以低电力消耗,降低成本5%,而产能可增加10%。戴贤龙说,去年其集团出口25%的钢铁产品至外国,而出口钢铁价格较国内价格高出约10%至15%。该集团的出口市场包括澳洲、新加坡、菲律宾、越南、泰国与孟加拉。

  大马钢厂集团的财务状况良好,其净负债率只有0.56倍。
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 楼主| 发表于 26-11-2006 03:46 PM | 显示全部楼层
一週一公司(廿二)美麗華集團

聯營方式涉足餐飲旅遊業
塑造商業王國
updated:2000/12/09 13:18 MYT


1963年,森美蘭皇族後裔東姑阿都拉與外資聯營成立建築公司Binaan Nasional私人有限公司,造就了美麗華集團(MELEWAR GROUP)的誕生。

接下來的數年內,東姑阿都拉開始塑造他的商業王國,以聯營方式涉足餐飲及旅遊業,並把這些業務都納入其家族企業美麗華集團。

1980年代初期,美麗華集團迅速多元化業務至各領域,包括收購上市公司馬聯保險(MAA)的顯著股權。現在,美麗華集團持有馬聯保險控制性股權,或低於51%股權。

該集團早年的代表作,是把當時還是菜市場的中央藝術坊(CENTRAL MARKET),發展成為現今的文化中心。目前,中央藝術坊是美麗華集團旗下Melewar Putra的主要資產。

1992年,該集團成功獲得經營大馬第二家私營電視台的執照,通過旗下子公司持有城市電視(MetroVision)逾50%股權,涉及電視廣播業務。

1995年,該集團建議脫售其持有城市電視的所有股權,並於1997年完成有關脫售計劃。

同年,美麗華集團獲準與政府組成財團,合作承建芙蓉通往波德申一段高速公路。

去年,新加坡自動撮合國際股市(CLOB)大馬股回流的問題,一度令新馬兩地的政經界大為頭痛。

為了解決這項多年來懸而未決的問題,大馬私人界於去年紛紛提出各別的解決方案。

其中,森州皇族東姑阿都拉出面,通過其領導的美麗華集團旗下的敏登美麗華,提出數項解決方案,一度引起市場的哄動。

如今,馬股投資者接受了由效能資本(Effective Capital)提出的獻議,使該問題得以解決。

走過逾30年光景,經歷了不少風光和風雨,美麗華集團至今屹立不搖,業務已多元化至旅遊業、貿易、建築、產業發展、保險、交通、金融租賃及廣告業。

是甚麼樣的經營手法,使美麗華集團安渡三次金融風暴,還屹立不搖,同時不斷狀大?該集團目前的計劃是甚麼?未來方向又是如何?

本財經網站特此造訪該集團董事經理東姑依斯干達,進一步探索該家族企業的過去、現在及未來;同時,也一探東姑依斯干達的從商態度及生活哲學,讓讀者進一步認識這位森州皇族後裔。
星洲互動‧2000/12/09
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 楼主| 发表于 6-7-2007 06:39 PM | 显示全部楼层
MELEWAR
06:35:09 PM (3778 )
Last Done :1.520
Change :  0.170
Day High :1.540
Day Low:1.360
Best Buy :1.520
Best Sell :1.530
Vol (lots) :123102

MELEWAR-WA
06:36:20 PM (3778WA)

Last Done :0.825
Change :  0.190
Day High :0.830
Day Low:0.655
Best Buy :0.825
Best Sell :0.830
Vol (lots) :67902


Melewar 和 Melewar-w 今天价量齐升!
要开花结果啦!
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发表于 6-7-2007 08:40 PM | 显示全部楼层
原帖由 sunday365 于 6-7-2007 06:39 PM 发表
MELEWAR 06:35:09 PM (3778 )Last Done :1.520Change :  0.170Day High :1.540Day Low:1.360Best Buy :1.520Best Sell :1.530Vol (lots) :123102
MELEW ...




恭喜 sunday365 兄
守得云开见月明
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发表于 6-7-2007 09:01 PM | 显示全部楼层
Hi, Kawan,

MELEWAR =  把 Megan 输去的, 全部给赢回来。 嘻嘻 !

Sitatt  =  大闸蟹, 又再起升了, 又上又下。  爽 !

Weida   =  我的 reminsier 说: 赚多赚少, 自己楂 fit 。

pelikan =  另一个 Goldman sachs 有上车的 counter 。

Rce cap =  骆驼银行的 Boss + Goldman sachs 信得过吗 ?

买卖自负, 输钱不要 xx 人哦!!

我只是自言自语, 没有要你上车哦 !!   哈哈!!

.
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 楼主| 发表于 7-7-2007 09:08 PM | 显示全部楼层
原帖由 cct2048 于 6-7-2007 08:40 PM 发表




恭喜 sunday365 兄
守得云开见月明


我的TARGET RM1.65 一到价就卖(开一番), 卖了就不要鸟它了.
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 楼主| 发表于 7-7-2007 09:15 PM | 显示全部楼层
Melewar's investment in Aussie minerˇs shares up seven-fold

Updated : 07-06-2007
Media : The Star
Story By : C.S TAN
via www.biznewsdb.com
Mail this story or page to friend(s).

PETALING JAYA: Melewar Industrial Group Bhdˇs investment in an iron ore mining company in Western Australia has turned into a ¨gold mine〃.

The company made an initial investment in Gindalbie Metals Ltd in 2004 and subscribed to more shares last year. Its average cost in Gindalbie is 10 Australian cents a share and the price has surged seven times, or a seven bagger in stock market terminology. Gindalbie closed at 79.5 Australian cents on the Australian Securities Exchange yesterday.

Gindalbie's price received a boost after the company signed on Monday a share subscription agreement with Chinaˇs Anshan Iron & Steel Group Corp (AnSteel), which would subscribe to a 12.9% stake in the Australian firm, Melewar chief operating officer Datuk K. C. Lim told StarBiz yesterday.

Gindalbie rose from 70 cents on the news early this week. AnSteel is reputedly the second largest steel producer in China. The news may also be a reason for the recent interest in Melewar shares.

It is not widely known, however, that there is a Malaysian listed company that has a substantial interest in an iron ore mining firm in Australia.

Currently, Melewar is Gindalbieˇs single largest shareholder with a 17.2% stake although that would be diluted to about 14.5% after the mining company makes a placement of shares to AnSteel.

Melewarˇs stake in Gindalbie is worth about RM165mil. That, in turn, works out to be worth 72 sen a share in Melewar, which closed at RM1.19 yesterday.

It also means Melewar shares were valued at just 47 sen each for the rest of its businesses which include wholly-owned subsidiaries Melewar Steel Tube Sdn Bhd and Melewar Steel Mills Sdn Bhd, and stakes in listed companies, namely 52.4% of Mycron Steel Bhd and 21.5% of M3nergy Bhd.

Melewar stated in its annual report last year that its steel manufacturing division had net assets of over RM380mil. The reason investors overlooked the value in Melewar could be its uneven track record and their focus on larger steel companies.

The group has started to get noticed. M3nergy shared surged to limit up on Tuesday afternoon. Following a query from Bursa Malaysia, M3nergy said yesterday there were no material developments.

The interest in M3nergy could be investorsˇ discovery that the company is rich in oil and gas (O&G) assets. It owns a floating, production, storage and offloading (FPSO) facility; a floating, storage and offloading (FSO) facility; and net cash of more than RM54mil. M3nergy had net assets per share of RM3.30 against its share price of RM1.44 yesterday.

It is unusual for the shares in an O&G company to trade below its net assets. Besides its assets, M3nergy has agreements for production sharing contracts to develop marginal oil fields in Indonesia and India.

The FPSO and FSO facilities have been profitable from day one of M3nergy's investment. The companyˇs operating profit from O&G services amounted to RM30.8mil for the 15 months to March 31, 2007.

Melewar COO Lim said the company's directors decided three years ago to invest in Gindalbie when they saw steel prices rising. Eventually, it is intended the Gindalbie shares would be sold. ¨Weˇre not mining experts,〃 he said.

As to the timing of sale, he said: ¨It has not reached our target price.〃

Gindalbie was exploring for gold when it discovered a lot of iron ore deposits on a small section of its land. The company has not started to produce iron ore yet but the A$39mil (RM109mil) to be raised from the share placement to AnSteel would ensure that it has sufficient funds to develop the mine.

The Australian miner would start to bring up the iron ore at the end of the year or early 2008. ¨We should see a better value in the Gindalbie shares at that time,〃 Lim said.

Furthermore, Gindalbie could become a takeover target of the global mining giants.


美丽华的管理层投资眼光非常不错哦!

单单在Gindalbie的股票就值MELEWAR每股RM0.72! MELEWAR 拜五闭价RM1.52
RM1.52-RM0.72 = RM0.80.

就是说Melewar Steel Tube Sdn Bhd , Melewar Steel Mills Sdn Bhd, 54.2% MYCRON STEEL BHD股票
和21.5% M3NERGY股票总合 才卖 RM0.80. 是不是很超值? 就算没有拿到PENANG MONORAIL 也物美价廉!


[ 本帖最后由 sunday365 于 7-7-2007 09:33 PM 编辑 ]
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 楼主| 发表于 7-7-2007 09:42 PM | 显示全部楼层


六月份THE STAR 报道Gindalbie Metals Ltd 的股价是79.5 Australian cents = RM165 MILLION 或 MELEWAR 每股RM0.72 , 今天 Gindalbie Metals Ltd 报价$1.20 Australian dollar .

天啊! 我有没有搞错呢??? 那MELEWAR 是不是要再开一番啦???
天啊! 我买太少股啦!

[ 本帖最后由 sunday365 于 7-7-2007 10:00 PM 编辑 ]
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 楼主| 发表于 7-7-2007 11:09 PM | 显示全部楼层
在2006Gindalbie Metals Ltd 年报MELEWAR持有Gindalbie Metals Ltd 17.19%或74,087,009股.
以今天的Gindalbie Metals Ltd 股价来算这个投资值AUD1.20 X 74,087,009=AUD92,504,410.80
乘EXCHANGE RATE 2.96 = RM 273,813,055.97

最新MELEWAR 股份=226,227,011股

也就是 RM 273,813,055.97 / 226,227,011 = RM 1.21 每股!!

MELEWAR 拜五闭价RM1.52
RM1.52-RM1.21 = RM0.32


就是说Melewar Steel Tube Sdn Bhd , Melewar Steel Mills Sdn Bhd, 54.2% MYCRON STEEL BHD股票 和21.5% M3NERGY股票总合 才卖 RM0.32. 是不是很超值?
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发表于 7-7-2007 11:47 PM | 显示全部楼层
原帖由 sunday365 于 7-7-2007 11:09 PM 发表
在2006Gindalbie Metals Ltd 年报MELEWAR持有Gindalbie Metals Ltd 17.19%或74,087,009股.
以今天的Gindalbie Metals Ltd 股价来算这个投资值AUD1.20 X 74,087,009=AUD92,504,410.80
乘EXCHANGE RATE 2.96 =  ...



能這樣算嗎 ?
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 楼主| 发表于 8-7-2007 12:56 AM | 显示全部楼层
原帖由 mjchua 于 7-7-2007 11:47 PM 发表



能這樣算嗎 ?


这样算附和 FRS 139 吗?  哈! 我是I.T人,会计不行滴...
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发表于 8-7-2007 01:57 AM | 显示全部楼层
原帖由 sunday365 于 7-7-2007 11:09 PM 发表
在2006Gindalbie Metals Ltd 年报MELEWAR持有Gindalbie Metals Ltd 17.19%或74,087,009股.
以今天的Gindalbie Metals Ltd 股价来算这个投资值AUD1.20 X 74,087,009=AUD92,504,410.80
乘EXCHANGE RATE 2.96 =  ...



整样算也好,好像很值得买,,,
星期一买10LOTS支持。。。
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发表于 8-7-2007 11:04 AM | 显示全部楼层
有得投機嗎???
如果有,星期一敢敢買
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 楼主| 发表于 8-7-2007 03:53 PM | 显示全部楼层
原帖由 Iovecindy 于 8-7-2007 11:04 AM 发表
有得投機嗎???
如果有,星期一敢敢買


老话一句, 买卖自负.
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发表于 8-7-2007 04:27 PM | 显示全部楼层
原帖由 sunday365 于 8-7-2007 03:53 PM 发表


老话一句, 买卖自负.


哈哈... 一定要講這句 不然後果自負
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 楼主| 发表于 9-7-2007 02:28 PM | 显示全部楼层
Symbol & Code : MELEWAR (3778)
Board : Main
Industry : Industrial Products
PrevOpenHighLowLastChange% chgVolume
1.521.581.61.531.590.074.6157488

Symbol & Code : MELEWAR- (3778wa)
Board : Main
Industry : Warrants/Loans
PrevOpenHighLowLastChange% chgVolume
0.8250.8450.880.810.8550.033.6431977


今天起一点点。。。慢慢跑不要跑太快把人都给吓跑了。
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发表于 9-7-2007 02:42 PM | 显示全部楼层
原帖由 sunday365 于 9-7-2007 02:28 PM 发表
Symbol & Code : MELEWAR (3778)
Board : Main
Industry : Industrial Products
PrevOpenHighLowLastChange% chgVolume1.521.581.61.531.590.074.6157488
Symbol & Code : MELEWAR- (3778wa)
Board : Main ...



RM 1.63 了
可以卖囖
哈哈
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 楼主| 发表于 9-7-2007 02:47 PM | 显示全部楼层
我打一打算盘。。现在不想卖了。
应该是会到RM2.XX
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 楼主| 发表于 9-7-2007 05:54 PM | 显示全部楼层
Iron age   The Star 09.07.2007 Prices of Melewar Industrial Group Bhd's shares and warrants shot up to 52-week highs on Friday.   Its share price rose 17 sen to RM1.52 while its warrant price increased 19 sen to 82.5 sen. Both stocks were actively traded.   This activity was probably in tandem with the share price of Gindalbie Metals Ltd which surged to a record A$1.20 on Friday. Melewar, with 74.09 million shares or a stake of 17.2%, is Gindalbie's biggest shareholder.   Gindalbie's share price has risen 51% since early last month when StarBiz reported Melewar owned this jewel.  Melewar's stake in Gindalbie is now worth A$88.9mil or RM261mil, and equivalent to about RM1.15 a share in the former. That means investors were paying just 37 sen for the rest of Melewar's businesses. If not for its parallel rise on Friday, the rest of Melewar would have been valued at just 20 sen a share.   The rest of the Melewar group includes a 52.4% stake in Mycron Steel Bhd and 21.5% of M3nergy Bhd.   A mining company, Gindalbie discovered iron ore deposits in Western Australia where it is jointly developing its mines with China's Angang Iron & Steel Group Corp (AnSteel).   
Gindalbie announced on Friday that it signed agreements with infrastructure companies to study port and rail expansion for its proposed A$1bil iron ore pellet project.   It is expected that as Gindalbie progresses with the development of its mining operations with AnSteel, the former's share price could advance further.   Analysts' views on Gindalbie are bullish. Southern Cross Equities, for instance, expects the company to incur a loss of A$2.8mil (RM8.2mil) for its financial year ending June 30, 2008, post a net profit of A$110mil (RM320mil) in 2009 and A$196mil (RM570mil) in 2010.   Malaysia has a number of well-managed companies in the iron and steel industry. HLG Research issued a report on Ann Joo Resources Bhd last month which forecast an expansion of earnings to about RM160mil in its current financial year ending June 30, 2008, and RM320mil in 2009. This could be achieved after taking private Ann Joo Steel Bhd, investing in a new blast furnace and seeing domestic demand growth. Interestingly, HLG forecast that Ann Joo's borrowing level would remain in the region of just 5% of its shareholders funds.   Downstream, Hiap Teck Venture Bhd produces world-class steel products, with about 50% of its output exported. Its major export market is Australia, a developed country. According to various brokers' reports, Hiap Teck's ROE would hold above 20%.   Stainless steel producer FACB Industries Bhd posted EPS of 16.5 sen for its first nine months this year and expected to cross 20 sen for the full year. The stock is valued at a price/earnings ratio (PE) of less than 6 times current year earnings.   Most of the steel stocks are trading at a PE of around 7 times, and although stocks in a cyclical industry tend to be valued less, they could be re-rated in a rallying market if they continue to deliver strong earnings.

( 我的报道比 The Star 快了两天。。  )
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