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8,287 comment(s). Last comment by joyd12345 at Jul 28, 2021 11:11 PM
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hsyanbird
827 posts

Posted by hsyanbird > Jun 15, 2021 6:07 PM | Report Abuse

nice price to enter below 2.4.


Qwertyuiop
543 posts

Posted by Qwertyuiop > Jun 15, 2021 9:41 PM | Report Abuse

ya lo dont know scare what seven, look at the global environment, what is happening!
https://www.youtube.com/watch?v=eMdmVZcE1r8
Suggest you to watch this interview with ANNJOO boss.


joyd12345
150 posts

Posted by joyd12345 > Jun 17, 2021 2:28 PM | Report Abuse

China dump steel market. Die die die. Lockdown no production. Die die die. Double whammy. Triple whammy. Die die die.


goreng_kaki
1886 posts

Posted by goreng_kaki > Jun 21, 2021 9:22 AM | Report Abuse

上个礼拜中国出手控制大宗商品价格

不让钢铁价格飙升

还好我在2.90的价位清仓全部annjoo了

现在钢铁股要涨,除非交出令人满意的业绩

不然凉凉


wallstreetrookie
4035 posts

Posted by wallstreetrookie > Jun 22, 2021 4:59 AM | Report Abuse

“Inflation has increased notably in recent months,” Powell said in written remarks prepared for his Tuesday testimony before the House Select Subcommittee on the Coronavirus Crisis, citing increases in oil prices and a “rebound” in spending as the U.S. economy re-opens.

“As these transitory supply effects abate, inflation is expected to drop back toward our longer-run goal,” he said.

Powell’s remarks were largely a repeat of his opening comments at his June 16 press conference, following a policy meeting of the central bank.


imvu
2129 posts

Posted by imvu > Jun 22, 2021 7:54 AM | Report Abuse

hari ni rebound , gap up limit up .


IvanC
618 posts

Posted by IvanC > Jun 23, 2021 4:59 PM | Report Abuse

if want to goreng shoulder wait rm1.90 but current steel stock is like Glove stock 9 months ago. When shoulder wave come everyone will crazy again and think they are smarter then market. End up market teach them a lesson


SEE_Research
972 posts

Posted by SEE_Research > Jun 27, 2021 1:12 AM | Report Abuse

SEE_Research https://klse.i3investor.com/blogs/see_research/2021-05-22-story-h1565208435-NOW_SHOWING_The_Trilogy_of_FAST_FURIOUS_Shows_PART_11_UPDATED_NUMBER_3_.jsp
22/05/2021 11:15 PM
==========================================

KSSC /5192

To :all the investors,
1. who had taken buy consideration on
22 May 2021, at that time, it was super cheap RM 0.67,
and
can reap super great harvest as this stock is on uptrend mode to RM 2.00.

2. From 28 June 2021, onwards,
it will be good to include
KSSC in your watch list,
for super uptrust mode with potential limit up process.


morganlee
319 posts

Posted by morganlee > Jun 27, 2021 10:55 AM | Report Abuse

Steel industry will be entering into a supercycle like gloves, except that it will be longer and stronger!


joyd12345
150 posts

Posted by joyd12345 > Jun 27, 2021 2:39 PM | Report Abuse

Lockdown Extended!!! Die die die. No production for 1 month already since June. Factory now shutdown for another month!!! How to make profit?

Future is bleak. Global steel price on downtrend. China is dumping steel. Die die die.


SEE_Research
972 posts

Posted by SEE_Research > Jun 27, 2021 3:43 PM | Report Abuse

https://klse.i3investor.com/blogs/see_research/2021-06-27-story-h1567059317-NOW_SHOWING_The_Trilogy_of_FAST_FURIOUS_Shows_PART_11_3_M_means_MONEY_B.jsp


Bgt 9963
4312 posts

Posted by Bgt 9963 > Jun 28, 2021 8:38 AM | Report Abuse

Good luck...!


joyd12345
150 posts

Posted by joyd12345 > Jul 5, 2021 3:35 PM | Report Abuse

Opportunity to escape. EMCO. No production. Die die die. Global steel on downtrend as China dumping the steel prices. Die die die.

Disclaimer. I am just stating the fact. Make money or not its up to you. Smile. Die die die.


apple168
4855 posts

Posted by apple168 > Jul 6, 2021 3:19 PM | Report Abuse

本地厂房无法运作,政治动荡,钢铁股价突破新高有难度。


apple168
4855 posts

Posted by apple168 > Jul 12, 2021 6:15 AM | Report Abuse

https://guangming.com.my/6%e6%9c%88%e8%87%b3%e4%bb%8a%e6%b2%92%e7%87%9f%e6%a5%ad-%e9%8b%bc%e9%90%b5%e6%a5%ad%e8%99%a7%e4%ba%8630%e5%84%84


Yong Meng
39 posts

Posted by Yong Meng > Jul 12, 2021 3:18 PM | Report Abuse

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


ming
1832 posts

Posted by ming > Jul 14, 2021 8:20 PM | Report Abuse

https://www.chinapress.com.my/20210714/15%E6%97%A5%E8%87%B317%E6%97%A5-emco%E5%8C%BA%E5%8F%AF%E8%A3%85%E5%8D%B8%E9%9D%9E%E5%BF%85%E9%9C%80%E5%93%81/

Heading to china


Will76
574 posts

Posted by Will76 > Jul 15, 2021 4:20 PM | Report Abuse

Covid19 cases record today at 13,215. EMCO in Selangor & KL likely to be extended for another 2 weeks from tomorrow. That means STEEL FACTORIES IN SELANGOR & KL WILL LIKELY CONTINUE TO BE CLOSED FOR ANOTHER 2 WEEKS.


joyd12345
150 posts

Posted by joyd12345 > Jul 16, 2021 2:38 PM | Report Abuse

Prices, new orders to fall in July

Rebar margins below breakeven

Manufacturing activity hit by pandemic

Chinese steel orders, output and prices are all set to soften this month, while inventories will continue to climb due to the seasonally weaker time of year, according to S&P Global Platts Analytics' China Steel Market Expectations for July.

China domestic rebar margins averaged $30/mt in June compared with $149/mt in May and were below breakeven levels in the final week of the month, according to Platts Analytics. Domestic hot-rolled coil margins averaged $62/mt in June, down from $155/mt in May. Margins have deteriorated due to weaker finished steel prices and high iron ore and coking coal prices.

Margin below breakeven!!! Die die die.


mrbusiness
48 posts

Posted by mrbusiness > Jul 17, 2021 10:21 AM | Report Abuse

Please be considerate of people's feeling when you give comment. How you and your family will feel when someone curse you "Die die die"? Ha...


jackfruit
480 posts

Posted by jackfruit > Jul 17, 2021 10:29 AM | Report Abuse

Good thing about ann joo is the management have good rapport with the chinese steel manufacture. With high prices in china ann joo can export 50 per cent of their production capacity to china.


jackfruit
480 posts

Posted by jackfruit > Jul 17, 2021 10:34 AM | Report Abuse

Futher more ann joo source their iron ore localy. Thus safe some cost here.


ming
1832 posts

Posted by ming > Jul 17, 2021 7:48 PM | Report Abuse

2017 steel price around RM 2700/mt, share price RM 4
2021 steel price around RM 3100/mt, share price RM x

I own steel stocks.. pls forgive me to post only positive thing but hide the bad factor.. xD


Bgt 9963
4312 posts

Posted by Bgt 9963 > Jul 18, 2021 11:18 AM | Report Abuse

Good morning.!


wallstreetrookie
4035 posts

Posted by wallstreetrookie > Jul 19, 2021 8:06 AM | Report Abuse

Inflation Rate YoY JUN to be announced on Friday Jun 23


wallstreetrookie
4035 posts

Posted by wallstreetrookie > Jul 19, 2021 8:12 AM | Report Abuse

“The steel industries outside of China will potentially enter a renaissance period,” said Tom Price, head of commodities strategy at Liberum Capital Ltd. in London. “We could see a turnaround story there because those economies just need their steel.”

Developments in China are key, given it produces more than half of the world’s steel, mostly with coal-fired blast furnaces. The government has signaled it no longer wants to bear the huge environmental burden that entails, so it’s seeking to curb production through measures such as firming up guidance on capacity swaps and removing export tax rebates.

“Restrictions almost certainly will come into place,” said Tomas Gutierrez, Asia editor and head of data for Kallanish Commodities Ltd. “Steelmakers overseas can sleep a little easier.”

18 July 2021


KFKF
108 posts

Posted by KFKF > Jul 19, 2021 11:33 AM | Report Abuse

Iron and steel will allowed to resume its production in phase 2....all the best in very soon timing


ming
1832 posts

Posted by ming > Jul 21, 2021 6:06 PM | Report Abuse

【热点追踪】
在钢铁去产能政策指导下,国内部分钢厂已公布检修计划。以江苏省为例,1-6月合计粗钢产量6358万吨,增幅12.77%,为完成全年的指标,下半年江苏主导样本钢厂需压减产量400万吨以上。为了满足国内市场需求,进口半成品再轧制成了大部分钢厂的首选。中国钢厂正在积极寻找钢坯进口机会。
据Mysteel获悉,近期市场普方坯进口价格大约在710-725美元/吨CFR江阴港,周环比上涨24-28美元/吨。部分来自印度的低价资源,大约在700美元/吨,但考虑到印度疫情可能造成的船只无法靠岸或停留14天才能进港,大部分买家对印度资源保持谨慎


wallstreetrookie
4035 posts

Posted by wallstreetrookie > Jul 22, 2021 12:05 PM | Report Abuse

Cannot use US inflation data on Malaysia. Wait and see until Friday when inflation data will be released for June and later from Malaysia Steel Institute.


wallstreetrookie
4035 posts

Posted by wallstreetrookie > Jul 22, 2021 12:06 PM | Report Abuse

Definitely not easy to play steel companies


ming
1832 posts

Posted by ming > Jul 23, 2021 2:34 AM | Report Abuse

Selling price up, cost drop !


除了限产之外,钢材利润也迎来了修复。从期货市场可以看到,自7月以来,成材端螺纹钢主力合约价格上涨10.59%,原材料端焦炭价格仅上涨4.03%,铁矿的价格则是下跌了1.34%。原材料的价格表现明显弱于成材。近两周螺纹钢、热轧、冷轧吨钢盈利分别上涨264元/吨、213元/吨、303元/吨,钢材利润的大幅修复也有助于钢铁企业的业绩的提升。


中信证券认为,限产的深入乃大势所趋,随着后续限产的正式落地,持续看涨下半年的钢材价格和利润,且预期钢材利润在三季度有望超越二季度的水平。而长期来看,碳中和是工业品未来5-10年的重大主题,钢铁行业碳排放占全国总量的18%,压减粗钢产量、调整生产结构势在必行。


ming
1832 posts

Posted by ming > Jul 25, 2021 6:03 PM | Report Abuse

我的钢铁网数据显示,截至7月22日,本周钢材总库存量2141.2万吨,周环比减少15.57万吨,连续两周环比下降。其中,钢厂库存量616.98万吨,周环比减少14.58万吨。

与此同时,铁矿石存在库存积压的情况。数据显示,截至7月23日,全国45个港口铁矿石库存总量为12848万吨,库存总量连续五周增加。

上海有色网研究团队表示,近期多家钢厂高炉陆续进行检修,钢厂原料采购放缓,港口库存有望继续累积。随着国内钢企减产范围逐渐扩大,未来铁矿石需求存在压缩空间,加上部分钢企增加中低品矿使用,铁矿石价格仍有下行的可能。

光大证券表示,截至7月22日,铁矿石期货价格大幅下跌,钢材期货盘面利润升至1109 元/吨,钢材期货价格表现远好于原料端,显示市场对远期行业盈利水平持较为乐观的态度。伴随各地陆续出台粗钢产量压减工作要求,粗钢供应收缩预期有望带动钢材现货价格表现优于原料,未来,钢铁行业盈利能力或将进一步提升。

中信证券认为,下半年随着钢铁限产政策落地,原料推动钢价的现象将难以重演,钢材价格和利润结构将更合理,绝对价格难迎监管压力,钢企三季度利润有望超过二季度。


ming
1832 posts

Posted by ming > Jul 25, 2021 6:09 PM | Report Abuse

With the recent policy for steel production cut:

>Steel supply reduce, selling price up
>Iron ore demand reduce, raw material price down

Outcome: PROFIT MARGIN for steel mills BOOM !!


joyd12345
150 posts

Posted by joyd12345 > Jul 26, 2021 9:12 AM | Report Abuse

Die die die. Let me summarize.

1. China Steel Demand to Slow.

China's steel-related manufacturing production index produced by S&P Global Platts declined for the third consecutive month in June, indicating domestic consumption has continued to slow down.

Steel demand from China's manufacturing sector was unlikely to see any notable improvement in H2 because the recovery in domestic consumption may not be strong enough to offset the forecast slowdown in export demand, some market sources said.

China's property and infrastructure construction sectors were expected to remain soft in H2 due to the country's deleveraging campaign that calls for tightened measures around those two sectors, sources said.

2. Oversupply of Steel due to Record Global Steel Production. More supply, declining demand = declining price.

World crude steel production rose to 167.9 million mt in June, up 12% on the year, marking a continuing recovery by the sector from the impact of COVID-19, the World Steel Association reported July 23.

3. Infrastructure Risk due to higher costs.

US steel price would likely be lower without the tariffs and be closer to the European market, which has enjoyed a more limited price jump, according to Brandt. The resulting higher prices could spell trouble for a country trying to boost its economy with infrastructure spending.

"Assuming the billion-dollar infrastructure bill gets passed, simplistically what this means is at current steel prices, less airports get built and less bridges get built," Brandt said. "The impact of the program is diminished by higher commodity prices."

Die die die.


IvanC
618 posts

Posted by IvanC > Jul 26, 2021 1:41 PM | Report Abuse

successful predict 1.90 goreng shoulder one month ago. Who had buy can take profit around 2.50

Post those supply summarize shit don't know for what? so when buy or sell?? got advice??? can help u earn money???


learningdaily
11 posts

Posted by learningdaily > Jul 27, 2021 10:10 AM | Report Abuse

https://klse.i3investor.com/blogs/AmInvestResearch/2021-07-27-story-h1568814140-Stocks_on_Radar_Ann_Joo_Resources_6556.jsp


joyd12345
150 posts

Posted by joyd12345 > Jul 28, 2021 11:11 PM | Report Abuse

"Many other critical sectors such as the iron and steel, non-metallic mineral industries, rubber-based product manufacturers (except rubber gloves) will continue to close under Phase 1 of the NRP.

____________

July 21, 2021 @ 2:57pm

KUALA LUMPUR: The Federation of Malaysian Manufacturers (FMM) today urged the government to allow the non-essential sector, including manufacturers, to operate at 50 per cent workforce capacity before they succumbed to permanent closure.

FMM president Tan Sri Datuk Soh Thian Lai the government should consider this call, regardless of their location in states placed under Phase 1 or Phase 2 of the National Recovery Plan (NRP).

"Kedah, Selangor, Negri Sembilan, Melaka, Johor and the Federal Territories of Kuala Lumpur, Putrajaya and Labuan remain in Phase 1 with only 12 essential sectors allowed to operate at 60 per cent workforce capacity, while other states have transitioned to Phase 2 in stages starting July 5.

"Many other critical sectors such as the iron and steel, non-metallic mineral industries, rubber-based product manufacturers (except rubber gloves) will continue to close under Phase 1 of the NRP.

"This continuous closure is killing them, especially the MSMEs, as they are running out of reserves to stay afloat," he said in a statement, today.

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