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【CSCSTEL 5094 交流专区】中钢大马
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本帖最后由 icy97 于 18-5-2012 08:28 AM 编辑
| PRICE INDICATORS as at 20070329 | | CLOSING PRICE | 1.270 | MARKET CAP | 482.600 | | 52-WEEK HIGH | 1.470 | 52-WEEK LOW | 0.695 | | 3-YR HIGH | 2.150 | 3-YR LOW | 0.470 | | PE RATIO | 6.06 | DIV YIELD | 0.00 | | MC RATIO | 0.83 | MIV RATIO | 0.67 | | BD WTG | 0.05 | BD-SECT WTG | 0.57 | | SYAR WTG | 0.08 | | |
| ACCOUNTING RATIOS | | CURRENT RATIO | 4.65 | CREDIT DAYS OUTSTANDING | 47.37 | | ACID TEST RATIO | 2.73 | DIVIDEND TIMES COVER | 0.00 | | DEBT EQUITY RATIO | 0.24 | INTEREST TIMES COVER | 13.16 |
| PER SHARE INDICES | | EARNINGS PS | 0.210 | NET FREE CASH PS | 0.229 | | DIVIDENDS PS | 0.000 | NET FREE CURRENT ASSET PS | 0.593 | | TURNOVER PS | 3.264 | NET WORTH PS | 1.533 | | OPERATING CASH PS | 0.480 | NET TANGIBLE ASSET PS | 1.533 | | CURRENT ASSETS PS | 0.96 | CURRENT LIABILITIES PS | 0.21 | | INTANGIBLE ASSETS PS | 0.00 | LONG TERM LIABILITIES PS | 0.16 | | FIXED ASSETS PS | 0.94 | TOTAL BORROWINGS PS | 0.371 | | LONG TERM ASSETS PS | 0.01 | GROSS MARGIN PS | - | | TOTAL ASSETS PS | 1.905 |
BALANCE SHEET as at 2005-12-31 (in RM thousand)
| CURRENT ASSETS | | | CURRENT LIABILITES | | | Cash & Securities | 54,008 | | Short-term Loans | 57,882 | | Stocks | 151,365 | | Creditors/Payables | 20,793 | | Debtors/Receivables | 160,977 | | Taxation | 45 | | Others | 0 | | Dividends | 0 | | | | Others | 0 | | TOTAL CURRENT ASSETS | 366,350 | | TOTAL CURRENT LIABILITIES | 78,720 | | | | NET CURRENT ASSETS | 287,630 | | LONG-TERM LIABILITIES | 62,429 | | LAND & BUILDING | 79,976 | | MINORITY INTEREST | 0 | | PLANT & MACHINERY | 277,390 | | SHAREHOLDER'S FUND | | INVESTMENTS | 0 | | Preferred Stock | 0 | | INTANGIBLE ASSETS | 0 | | Common Stock | 380,000 | | LONG-TERM ASSETS | 0 | | Treasury Stock | 0 | | | | Share Premium | 32,441 | | | | Accumulated Earnings | 92,872 | | | | Reserves | 77,254 | | | | TOTAL SHAREHOLDERS' FUND | 582,567 | | | | TOTAL NET ASSETS | 644,996 | | TOTAL L/T LIAB + MI + NET WORTH | 644,996 |
 PROFIT & LOSS as at 2005-12-31 (in RM thousand)| TURNOVER | 1,240,422 | | Cost of Sales | 0 | | GROSS PROFIT | 0 | | Other Revenue | 8,341 | | Sales & Marketing Expense | 0 | | General & Admin Expense | 0 | | R&D Expense | 0 | | Depreciation Expense | 0 | | Amortization Expense | 0 | | Other Expense | 0 | | OPERATING PROFIT | 67,823 | | Interest Expense | 0 | | Interest Income | 0 | | Other Income/Expense | 0 | | Share of Associated Co P&L | 22,318 | | Exceptional Items | 0 | | Taxation | 10,448 | | PROFIT AFTER TAX | 79,693 | | Extraordinary Items | 0 | | Minority Interest | 0 | | NET PROFIT | 79,693 |
Target Price RM2.00
[ 本帖最后由 hdcyng 于 20-5-2009 03:49 AM 编辑 ] |
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发表于 9-4-2007 05:29 PM
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楼主 |
发表于 10-4-2007 05:22 PM
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原帖由 amandasocks 于 9-4-2007 05:29 PM 发表
新工厂在四月开业
生产不生锈的钢片
开始赚钱了
NTA RM1.68
Dividend 15cents DY > 10%
ROLLING 4-QUARTER RESULTS latest financial year ending 20061231 (in RM thousand)
| QTR 4 | QTR 1 | QTR 2 | QTR 3 | QTR 4 | ROLLING 4 QTRS | | 2005-12-31 | 2006-03-31 | 2006-06-30 | 2006-09-30 | 2006-12-31 | | Turnover | 231,313 | 201,861 | 249,041 | 290,842 | 282,883 | 1,024,627 | | Profit before Taxation | 7,963 | 594 | 23,922 | 39,004 | 17,278 | 80,798 | | Net Profit | 10,244 | 1,819 | 22,697 | 31,964 | 14,928 | 71,408 | | Basic EPS* Sen | | 0.5 | 6 | 8.4 | 3.9 | 18.8 | | Div PS Sen | 5 | 0 | 5 | 0 | 10 | 15 |
NTA RM1.68
Dividend 15% > 10% yield
MP9 needs more steel !
[ 本帖最后由 hdcyng 于 10-4-2007 05:35 PM 编辑 ] |
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发表于 10-4-2007 05:37 PM
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不错的贴，鼓励鼓励！
望楼主多做分析。我刚要DOWNLOAD ANNUAL REPORT回家读。谢谢你的介绍！ |
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发表于 10-4-2007 06:21 PM
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| Business Summary | | ONASTEL is principally involved in investment holding and provision of management services. Its subsidiary companies are engaged in the manufacturing and marketing of steel products. |
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| Company Basics | | Exchange | Bursa Malaysia | | Company Name | Ornasteel Holdings Berhad | | Stock Code | 5094 | | Sectors | | | Paid Up Capital | RM 380,000,000.00 | | Par Value | RM 1.00 (as at 2005-12-31) | | Market Cap | 520,600,000.00 (based on value of 1.3700 per share) |
| 3 Years Performance Data | | | 2005 | 2004 | 2003 | | Revenue | RM 1,240.42M | RM 215.35M | - | | Price / Revenue | 0.42 | 2.42 | - | | Revenue Growth | 4.76 | - | - | | Net Income After Tax | RM 79.69M | RM 13.18M | - | | Net Earning Margin | 0.06 | 0.06 | - | | Net Earning Growth | 5.05 | - | - | | No of Share Outstanding | 380.00M | 380.00M | - | | EPS, Basic, Excl. Extra. Items | RM 0.21 | RM 0.22 | - | | Price Earning Ratio (Basic) | 6.53 | 6.15 | - | | EPS, Basic, Incl. Extra. Items | - | - | - | | EPS, Basic, Adjusted for Pref. div., Excl. EI | - | - | - | | EPS, Diluted, Excl. Extra. Items | - | - | - | | Price Earning Ratio (Diluted) | - | - | - | | EPS, Diluted, Incl. Extra. Items | - | - | - | | Net Tangible Assets Per Share | RM 1.53 | RM 1.39 | - | | Return on Total Assets | 11.01% | 1.60% | - | | Return on Equity | 13.68% | 2.50% | - | | Total Shareholders Fund | RM 582.57M | RM 527.20M |
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发表于 11-4-2007 10:11 PM
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发表于 11-4-2007 10:28 PM
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发表于 11-4-2007 11:15 PM
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听说钢铁股在中国大涨了~~
注意 Annjoosteel, HiapTek,MAsteel,Onasteel,Pmetal,Mycron |
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发表于 11-4-2007 11:33 PM
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原帖由 amandasocks 于 9-4-2007 05:29 PM 发表
新工厂在四月开业
生产不生锈的钢片
开始赚钱了
這消息從何而來.... |
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发表于 12-4-2007 12:12 AM
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原帖由 Makubex718 于 11-4-2007 11:15 PM 发表
听说钢铁股在中国大涨了~~
注意 Annjoosteel, HiapTek,MAsteel,Onasteel,Pmetal,Mycron
hello,brother: where u get the news? Analysis by me and my friends, among the steel companies, onastel is the strongest fundamental company,and the highest dividen yield plus free cash position, and its product is CRC and stainless steel pipe, masteel also not bad, produce hot roll tensile steel for construction use and supply to RM9 projects,different market, this two companies now still in reasonable market price.....big potential to growth...... |
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楼主 |
发表于 12-4-2007 04:54 PM
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原帖由 kiaoka 于 11-4-2007 10:28 PM 发表
请问下是不是和Tongherr同一种产品？
不同， Tongher 做螺丝， Onasteel 做不锈钢 |
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发表于 12-4-2007 04:59 PM
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回复 #11 hdcyng 的帖子
orna steel 那裡有做不锈钢
cold roll mill 而已 |
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楼主 |
发表于 12-4-2007 05:19 PM
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原帖由 ycng 于 12-4-2007 04:59 PM 发表
orna steel 那裡有做不锈钢
cold roll mill 而已
Sorry, cold roll mill and 不锈钢 pipe |
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发表于 12-4-2007 06:45 PM
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Current PE=7.4, 还有purposed dividend 0.10, 不错。 Historical Price:
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发表于 13-4-2007 12:02 PM
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楼主 |
发表于 13-4-2007 05:26 PM
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发表于 13-4-2007 06:18 PM
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原帖由 hdcyng 于 12-4-2007 05:19 PM 发表
Sorry, cold roll mill and 不锈钢 pipe
他们也沒有做 pipe，只是做 cold roll, GI and PPGI |
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发表于 13-4-2007 08:04 PM
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另一只较少人留意的钢铁股是FACBIND, 基本因素不错. 股价$0.76, PE<4, NTA=2.33. |
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楼主 |
发表于 6-5-2007 03:10 AM
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原帖由 ycng 于 13-4-2007 06:18 PM 发表
他们也沒有做 pipe，只是做 cold roll, GI and PPGI
耗资9千万购置年产18万公吨 彦钢推展新冷轧机 2007/05/05 18:07:37
●南洋商报
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（马六甲５日讯）彦钢控股（Ornastel，5094，主板工业产品股）董事经理张永辉博士表示，该公司独资子公司－彦武钢铁企业股份（马）私人有限公司于2005年7月耗资9千万令吉购置新冷轧机，并在今年1月杪成功产出第一颗冷轧钢卷，全程耗时18个月。
他说，该新冷轧机的年产能为18万公吨，能生产较薄的钢板，最低可产制0.176毫米之冷轧钢卷。该机器亦可产制高品质之冷轧钢材，以取代进口钢材如汽车用料及家庭电器等。
彦武钢铁特于今日在其位于马六甲爱极乐的工厂主办新冷轧机推展仪式，出席的嘉宾包括甲州企业发展、贸易及工业委员会主席拿督威拉阿末韩查、马来西亚中华工商联合会总会长丹斯里钟廷森、马来西亚五金机械建材商总会会长拿督谢国培、大马台湾商会联合总会会长拿督丁重诚、马六甲台商协会主席拿督陈锦坤及中钢集团营业部助理副总黄宗英等。
张永辉继称，大马冷轧钢材的需求量为每年120万公吨，随着第九大马计划的推动，其需求量将于2007年及2008年取得10％的成长。
彦武钢铁目前已拥有3台冷轧机，他深信新冷轧机投入生产后，该公司的冷轧年产能将增加至62万，进一步巩固其在供应高品质冷轧钢铁的地位。
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楼主 |
发表于 7-5-2007 12:17 AM
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原帖由 hdcyng 于 6-5-2007 03:10 AM 发表
耗资9千万购置年产18万公吨 彦钢推展新冷轧机 2007/05/05 18:07:37
●南洋商报
（马六甲５日讯）彦钢控股（Ornastel，5094，主板工业产品股）董事经理张永辉 ...
明天有看头 !! |
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