All Comments on CSCSTEL Reload
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Soondy Leong
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gg，no dv given
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3 weeks · translate ·
Previous replies (6)
Jaredgwee
公司现钱350mil， profit 70%派息大概6.5sen当做FD
Like · 2 weeks · translate
Hing Cheung Chan
公司現金374M，唔知幾時分給股東。
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Kok Lin Kuang
1 Like · Reply
better don't buy
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1 month · translate ·
Kok Lin Kuang
steel b looks not so good
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Gerbilg Rat
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五年平均 8分股息，现在买您7%年股息， 有人要吗？
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2 months · translate ·
Hing Cheung Chan
你估計今年會派多少仙？
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Courgette Chong
我猜0.10仙吧
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JL Production
3 Like · Reply
good ibuy at 1.22
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6 months · translate ·
Previous replies (9)
Jaredgwee
https://index.mysteel.com/price/getChartMultiCity_1_0.html
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Jaredgwee
Can refer this China website, inside hv all type of steel price chart... recently who panic selling they will regret not able to control their emotion
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HotBear
4 Like · Reply
中国房地产疲软, 基础建设放缓贸易紧张局势影响中国出口, 抑制国内+全球需求, 导致钢铁价格下跌. 下个季度由于生产水平居高不下, 钢铁价承受下游压力, 需求前景不好, 尽管中国政府推动减少能源消耗并在钢铁行业实施更严格的碳排放标准, 可能有帮助降低产量, 但全球需求疲软恐怕短期内还是对公司的盈利有影响.

但是马币走强将会对公司有一定程度的利好毕竟原材料都是进口的, 只是短期内市场充满太多不确定性

国内也面对政府对于越南的进口钢铁拿走了反倾销税, 同时需要 Mega Project 的推动才会导致钢铁需求上升. 以周期性出名的行业, 即使这家公司能保持小额亏损/持续盈利, 但是相信市场不会买单吧. 再观察看看
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5 months · translate ·
MICHAEL CHONG
2 Like · Reply
Collecting @ 1.17 …..hoot9e
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1 year · translate ·
Previous replies (36)
Jaredgwee
https://www.rfi.fr/cn/%E4%B8%AD%E5%9B%BD/20240914-%E4%B8%AD%E5%9B%BD%E9%92%A2%E9%93%818%E6%9C%88%E9%AA%A4%E9%99%8D%E4%BA%A7%E8%83%BD
Like · 6 months · translate
Jaredgwee
China steel company start to halt and reduced the steel production, good news
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Wong Choong Kian
1 Like · Reply
Strong balance sheet, net cash of 314m, high dividend, gonna rocket up soon enough
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9 months · translate ·
Hoo Phui Tan
1 Like · Reply
4Q profit is so good, expect 10 sen dividend for 2023.
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1 year · translate ·
Previous replies (15)
Yeap Yuen
在cash flow statement 如何看得到未来要给的div？
cash flow statement 都是过去式
Like · 10 months · translate
Kiang Aik Teo
Cash flow应该看不到未来要给的股息吧？派息政策可以在年报找的到，如果有派息政策。
Like · 10 months · translate
Eric Tan
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If anyone buys 10 lots (RM1,430) now, the dividend will be RM94, about 6.6% return. Not bad at all.
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10 months · translate ·
Eric Tan
If the price goes down after the ex date, 6.6% will be quite good for long term investor, as cscsteel books look good based on the AR. Nothing fancy, but still attractive.
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Hong Chew Eu
1 Like · Reply
According to Damodaran, projecting the performance of cyclical companies based on the current performance can lead to mis-valuations. He opined that for such companies we should look at the performance over the cycle – the normalized performance

When I carried out such an analysis of CSC Steel, I found that there is still a margin of safety based on its current price. Refer to page 20 of the article https://notice.shareinvestor.com/email/newsletter/invest/pdf/Vol197_Invest-01Mar.pdf
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1 year · translate ·
MICHAEL CHONG
Thanks for sharing the article.
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