Hing, 你在1.05-1.06价位买入，也不错了哦有接近20％ return...
从低谷爬出来股票，才会开始新的趋势，很多股票跌伤了，散户亏钱在怎么avg down 只会越亏越多

恭喜恭喜，趋势开始了
大户基金资金已经开始进来了, 水涨船高volume
能做就是拿着票新年前后Q4也会有不错表现

恭喜大小散户，CSC今天表现不次哦 趋势开始了。。加油

看到股价只是个像 真正背后是资金，资金充足1.40-1.5只是时间上问题
有钞能力的人不会选择这样做，涨的快，跌也快，这里不是科技股
稳定慢涨比较不会气喘

1.23-1.25震荡一阵子，大至上票数已经稳定准备好，要准备往上走了...
趋势就是顺水行舟

CSC钢铁复苏，上季度就已经开始，外围因素转好
最大利好
1. 反倾销税
2. 中国反内卷，钢铁不过剩
3. 钢铁原料下跌，平稳低价
4. 弱美元已经开始，短时间1年趋势都是走弱，有利进口

多几天就要出业绩了，应该又是赚少少，不亏钱就很好了，要有心理准备
Usd 已经跌到4.13 会不会，对纯出口行业真的不理想

Baseline (reference)
• USD/MYR previously ≈ 4.27
• USD-linked costs per quarter ≈ RM 181.2 million
• Current Net Profit (PAT) ≈ RM 25.0 million
• Tax rate = 24%

SCENARIO A — USD/MYR = 4.10
New Profit
New PBT = 32.9m + 7.25m = 40.15m
New PAT = 25.0m + 5.51m = 30.51m
Cost savings RM 7.25m
Net Profit increase RM 5.5m
Profit growth +22%

SCENARIO B — USD/MYR = 4.05
New Profit
New PBT = 42.23m
New PAT = 32.09m
Cost savings RM 9.33m
Net Profit increase RM 7.1m
Profit growth +28%

SCENARIO C — USD/MYR = 4.00
New Profit
New PBT = 44.35m
New PAT = 33.70m
Cost savings RM 11.45m
Net Profit increase RM 8.7m
Profit growth +35%

If USD/MYR stays at 4.13, Dutch Lady’s profit will increase significantly:

+RM 6 million per quarter profit before tax
+RM 4.6 million net profit
+1.2% higher net margin
+18% quarter-over-quarter profit boost

This assumes:

constant sales volume
stable dairy raw material prices
no hedging losses offsetting the gain

Dutch Lady

“Favourable exchange rate movement supported margin improvement.”

This means MYR strengthened vs USD, lowering USD-denominated input costs.

This directly helped their Q3 profit surge (+86% YoY).

Given USD/MYR trends:

July 2025 average: ~4.32

August 2025 average: ~4.27

September 2025 average: ~4.19

The Q3 effective FX exposure was around RM 4.20–4.30 per USD.