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阿笔谈股系列40-浅谈ANNJOO (6556) .ANN JOO RESOURCES BHD  (安袷)- 中国刺激经济计划

This article first appeared in Investips.my Blog on Nov 25, 2020.

 

AnnJoo主要生产钢铁(billets, bars to wire rods).

 

Anti-dumping duties on imports of rebar originating in Singapore and turkey for a period of 5 years from 22/1/2020 to 21/1/2025.

 B.I.G Industries Berhad, Annual Report 2020, page 39 

催化

中国推出刺激经济计划发展基础建设。

https://www.scmp.com/economy/china-economy/article/3064646/coronavirus-will-china-opt-massive-infrastructure-spending

https://www.spglobal.com/platts/en/market-insights/latest-news/metals/052020-china-fast-tracks-infrastructure-investment-to-support-steel-demand

https://www.financialexpress.com/industry/global-steel-prices-moving-up-price-push-coming-from-china/2031057/

 

12th Malaysia Plan (12MP)预计在2021年初公布,希望大型计划如Bandar Malaysia, KL-Singapore High Speed Rail(HSR), Penang Transport Master Plan等有好消息。

 

风险

 

Oversupply situation in Malaysia steel industry. Total steel consumption in 2018 was only 9.77 million tonnes, compared to the total installed capacity of 24.64 million tonnes.

 

AnnJoo RM0.74/share, 市值RM414M,  P/E negative, P/B 0.35, Book value: RM2.08

 

注:阿笔个人持有该公司股份,但并非该公司董事,顾问或员工。以上投资分析,纯属阿笔个人意见和观点。任何人因看此文章而造成任何投资损失,阿笔恕不负责。

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 https://klse.i3investor.com/blogs/ahbi/2020-11-25-story-h1536612857.jsp

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