【CSCSTEL 5094 交流专区】中钢大马

大理石

中鋼昨（9）日公布10月營收163.59億元，較9月成長18.17%，創今年單月最高紀錄，而且是去年10月來最佳成績。中鋼預期，在美元走弱，國際鐵礦砂漲勢再起，國際鋼價不可能再回低點，研判明年春天鋼市將復甦。

中鋼內部透露，第四季營收及獲利表現也不致太差，加上海光及豐興二大鋼筋廠昨天反映國際廢鋼行情急漲，連續第二周調高廢鋼價格，每公噸上漲300元，加深鋼界人士對明年鋼鐵產業前景轉向樂觀。

中鋼公布10月鋼鐵產量75.73萬公噸，銷售量74.11萬公噸，比9月增加5萬公噸，累計前十月產量為630.75萬公噸，銷量為658.46萬公噸。因中鋼10、11月內銷盤價平均上漲8.6%，讓營收大幅改善。

中鋼12月盤價雖下跌4.45%，而且追溯到10月與11月，但因金額在5億元上下，預期對12月單月營收及獲利影響不會太大，加上第四季接單滿載，中鋼內部仍對前景抱持樂觀。

中鋼昨天股價即因為買盤積極承接，上漲0.5元，收在盤中最高點29.7元，成交量2.16萬張。

中鋼總經理陳源成日前表示，世界鋼鐵協會已經具體預測明年全球鋼鐵需求將成長9.2%，回復到2008年水準，未來鋼價不可能回到今年年中的低點。

中鋼高層表示，世界高爐廠普遍認為，明年春天國際鋼市將會復甦，亞洲市場復甦的時間應會落在農曆新年過後，屆時大陸與台灣鋼市都會有一番新氣象。

主要原因是美元走弱，全球主力煤鐵礦商明年將再提高價格，煉鋼成本居高不下。尤其今年度國際大鋼廠紛紛減產支撐鋼價，也意謂這些大鋼廠不願再流血削價出售，讓大宗底材熱軋鋼品要再跌價的可能性不高。

此外，海光、豐興等國內主力電爐廠，連續二周調高廢鋼收購價，也透露鋼市景氣要向上回升。

ee33

期待着CSC MALAYSIA 的最新业绩！

WanderingWind

我也是。

大理石

好像來了,又要沖了
,中鋼真是爽!

dknl9988

http://www.investalks.com/viewthread.php?tid=121&extra=&page=11

照这么看,沒有理由不起的...

大理石

起是一定起的,但是要看投資者的耐心~
如果放它一個兩年,應該會去到1.8

但是如果你天天看它,很顯的

dknl9988

3Q季报今天或者星期一出
据说每股14分,加上上半年4分
就有18分了
最重要的,3億现金会有特別股息.
another NSTP...

大理石

千金都買不到早知道,
早知道我在80仙的時候去loan 100千來買
hahahahah

dknl9988

Submitting Merchant Bank : -   
Company Name : CSC STEEL HOLDINGS BERHAD   
Stock Name  : CSCSTEL   
Date Announced : 13/11/2009   
Date of buy back : 13/11/2009
Description of shares purchased : Ordinary Shares of RM1.00 each
Currency : Malaysian Ringgit (MYR)
Total number of shares purchased (units) :12,500
Minimum price paid for each share purchased ($$) : 1.330
Maximum price paid for each share purchased ($$) : 1.330
Total consideration paid ($$) : 16,746.74
Number of shares purchased retained in treasury (units) : 12,500
Cumulative net outstanding treasury shares as at to-date (units) :6,800,000
Total number of shares purchased and/or held as treasury shares against the total number of outstanding shares of the listed issuer (%) : 1.79

[ 本帖最后由 dknl9988 于 13-11-2009 06:08 PM 编辑 ]

hdcyng

CSC Steel 3Q net profit up 42% to RM39m       
http://www.theedgemalaysia.com/business-news/153647-csc-steel-3q-net-profit-up-42-to-rm39m.html
CSC Steel Holdings Bhd posted net profit ofRM38.89 million in the third quarter ended Sept 30, an improvement of42% from RM27.32 million a year, mainly due to the absence of thewrite-down in inventories.

It said on Friday, Nov 13 that revenue was RM261.48 million, down 31.4%from RM381.17 million a year ago. Earnings per share was 10.42 sencompared with 7.29 sen.

"The significant drop in revenue is due to lower selling prices of oursteel products although sale volume improved marginally," it said.

"Despite the lower revenue, profit before tax increased by RM25.1million or 88.2% to RM53.6 million. This is mainly due to the absenceof the write-down of inventories to net realisable value amounted toRM30 million made in the corresponding quarter," it added.

When compared with the second quarter ended June 30, 2009, the group'srevenue rose 61.9% from RM161.6 million to RM261.5 million in3Q.  Profit before tax increased by RM41.1 million or 328% from RM12.5million in 2Q.

CSC Steel said the better performances in revenue and profit before taxwere driven by both higher sales volume and favourable selling pricesof its steel products.

"The improved sale volume was supported by the timely increase insupply of hot rolled steel (HRC) from our ultimate parent company,China Steel Corporation, to make up for the delay in local HRC supply,"it added.

For the January-September period, net profit was RM54.03 millioncompared with RM100.85 million the previous corresponding period.Revenue also fell, down to RM596.19 million compared with RM1.167billion a year ago.

On the current year prospects, it said the local steel market hasslowed down since October 2009 after a series of price increases sincesecond quarter 2009.

CSC Steel said overcapacity and high inventory which caused steelprices falling in China since August 2009 was the main factor that madelocal buyers cautious in re-stocking activities.

However, from mid October 2009, steel prices in China had begun toincrease. CSC said the group expects steel market to recover by end ofthe year or beginning of 2010 as the stimulus packages introduced bymany countries, especially China, with forecast GDP growth of above8.0% this year, performed excellently.

As for Malaysia, it said domestic steel demand was increasing asprojects under the stimulus packages, are being gradually implemented.

"Coupled with the current low inventory level, we expect greaterre-ordering activities to take place once international steel marketstarts to recover," it said.

hdcyng

SUMMARY OF KEY FINANCIAL INFORMATION

30/09/2009

		INDIVIDUAL PERIOD	CUMULATIVE PERIOD
	CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2009	30/09/2008	30/09/2009	30/09/2008
		$$'000	$$'000	$$'000	$$'000
1	Revenue	261,482	389,174	596,190	1,167,768
2	Profit/(loss) before tax	53,605	28,478	73,581	110,495
3	Profit/(loss) for the period	38,893	27,322	54,036	100,855
4	Profit/(loss) attributable to ordinary equity holders of the parent	38,893	27,322	54,036	100,855
5	Basic earnings/(loss) per share (Subunit)	10.42	7.29	14.48	26.83
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	2.00	6.50
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.9900		1.8600

大理石

http://udn.com/NEWS/STOCK/STO4/5258906.shtml

鋼價穩步回升，也讓鋼鐵類股吹起補漲號角。大陸武鋼、鞍鋼傳出熱軋鋼材每公噸上調人民幣逾300元，台灣內銷流通行情止跌反彈，預期中鋼（2002）明年第一季內銷盤價「平中趨漲」。

至於外銷部分，中鋼第四季接單告捷；下游鋼廠中鴻（2014）、盛餘（2029）、燁輝（2023）出口報價試探性提價，雖然沒有一家12月訂單接足，但對明年第一季景氣預期均轉向樂觀，鋼市內外銷交投將轉趨熱絡。

鋼鐵類股昨（18）日也反映明年首季市況好轉的利多，類股強彈，多家攻上漲停，平均漲幅達3%，法人認為短線表現可期。

中鋼表示，大陸鋼價逐步回溫，除寶鋼外，武漢鋼鐵12月熱冷軋每公噸上漲人民幣300元至400元，鞍山鋼鐵熱冷軋同樣有每公噸人民幣400元的漲幅，讓鋼價出現明確回升。

鋼鐵流通商說，二周前國內鋼市還奄奄一息，買賣雙方意興闌珊，但近十個交易來市況明顯增溫，大家很像都甦醒了過來，對比十分強烈。

流通商舉例，中鋼熱軋前一波直直落，有同業一度打算殺到每公噸1.75萬元賣出，但昨天交易價回漲到1.78萬元，向1.8萬元邁進；冷軋一度被看衰到每公噸2.15萬元，但現在交易價已回升到2.18萬元，預期可向2.2萬元或更高的行情突破。

單軋廠主管說，即便大陸鋼價回升，但歐美景氣仍陷低檔，包括中鴻、高興昌、燁輝、盛餘等主力單軋廠，12月的外銷接單只有50%到75%，而且接單價格也不如預期，實況並沒有想像中好。

法人指出，明年首季鋼市會更明朗，股市是先行指標，昨天鋼鐵類股活蹦亂跳，已看出投資人對明年第一季鋼市好轉認同度提升。

asimo

你还持着不少吗?

大理石

阿西摸大哥
我有2張csc啦
要出了換 Waseong

小小虫

我买的时候是1.31，那么久了还是1.31如果现在卖了还是亏了水钱，那要100块啊

jcching0706

等等吧！ 现在都不稳定，美国那里掉百多点，明天又要跌得啦！！！

dknl9988

OSK: 新的政策所有原料都要跟Mega Steel买, 都不能进口了, 还会有前途吗 ?

peng01

受企业补充库存影响 全球钢价今年或走高
2010/01/24 6:07:46 PM
●南洋商报

（伦敦24日路透电）受企业补充库存影响，全球钢价今年可能走高，但投资者要想看到实质需求反弹恐怕还要等上一段时间。

生产成本上升将扶助钢价，铁矿石和炼焦煤等炼钢原料价格今年预计也将进一步上涨。

野村分析师伍德（Gavin Wood）表示，“今年我们看涨钢价。我们认为先前削减库存的行动将会推动需求量复苏，而且将会带来较多数人料想更大的影响。”

野村预计欧洲热轧钢卷进口价格今年将涨至每吨743美元(2526令吉)，而去年则为每吨518美元(1761令吉)，2008年最高曾涨至943美元(3206令吉)。

而澳洲麦格理银行则预计热轧钢卷今年将涨至每吨639美元(2173令吉)，因预计今年的铁矿石基准价格将上升30％.

伍德说：“我们预计不会出现重大的根本性回升，但受助于原材料价格的上涨，我们认为价格会强势反弹。”

不过，对于钢价来说中国是一个很大的变数，作为全球第一大产钢国，如果该国内需放缓，其钢材出口将充斥全球市场。

而来自主要钢铁消费行业的实质需求及实际钢材消费出现复苏，恐怕要等到明年，而要想看到2007年的荣景再现，恐怕要在这之后再等上两年。消费钢材的主要行业包括建筑和汽车等

peng01

CSC pre tax profit may hit TWD 40 billion in 2010
Sunday, 24 Jan 2010

China Knowledge reported that China Steel Corporation, the biggest steel producer in Taiwan, may realize pre tax profit of TWD 40 billion in 2010, thanks to a continuous price hike in steel products. The company's net profit is likely to reach TWD 15 billion in 2009.

CSC said that it would raise domestic product prices by about 5% on average for March from January to February 2010 period, due to growing demand globally. The price hike came after China Steel cut its January to February prices by 1.3% November 2009.

CSC said that it will acquire a 1% stake in an iron ore project in Brazil for TWD 3 billion.

Mr Chung Lo min EVP of CSC said that the firm will purchase the stake in Namisa SA from Japan's Sumitomo Metal Industries Limited and Itochu Corporation.

小小天边

下个月业绩会有股息。。。。预测是10分。
所以应该还有看头。