[MSR] Khủng long bạo chúa ngành khoáng sản, BC khủng tương lai giá 3x-6x (2020)

hihi...có liên quan gì đâu bác? khai thác lậu tùm lum...
bác so sánh thì chụp hình mỏ NP cho bà con xem ...hết hồn...hihi

Đến năm 2020 lấy đâu ra tiền mà trả,cộng cả các khoản phải thu,tiền mặt ,hàng tồn kho cũng ko đủ trả,
năm sau còn nợ 2000 tỷ đến hạn trả ,ko biết móc ở đâu ra

--- Gộp bài viết, 12/09/2017, Bài cũ: 12/09/2017 ---

mấy ông định giá trữ lượng vớ vẩn có đúng đâu,toàn chém gió thôi

Ờ.

hihi...bán cho India giá bao nhiêu bác biết khg bác ơi? share vớ bà con dùm . tks

Vẫn ờ.

Mỗi năm doanh thu 7000 tỷ thì 1000 tỷ lãi vay là muỗi

hơn 6k tỷ cty mẹ rót vào mỏ NP để làm gì nhỉ? hihi

--- Gộp bài viết, 12/09/2017, Bài cũ: 12/09/2017 ---

nhiều group chốt lời đợi qua 20 vững mớ vào lại MSR đó!
mình đang đợi mai vào thêm! hihi

biên lợi nhuận /doanh thu=109/4048>=2%,biên lợi nhuận quá thấp

--- Gộp bài viết, 12/09/2017, Bài cũ: 12/09/2017 ---

các bác cẩn thận bị úp sọt

Biên lợi nhuận thấp, EPS thấp, P/E trên trời, vốn con voi lãi con kiến. Con lỡm này lên 80k là úp bô.

Masan Resources (MSR – Upcom) will also see better sales and profits this year thanks to a jump of 50% in tungsten price YTD – The APT price hit US$295 per mtu at end of August which is 52% higher than the price level of US$194 per mtu in January. And it has continued to shoot up since. The main reason is that the Chinese government has been trying to impose controls over the mining and heavy manufacturing sectors in order to reduce environmental damage. This includes production in tungsten where there has been significant unofficial mining activity in the past.


• They are using a quota mechanism to limit production volume of tungsten. To protect the environment.

• China’s Ministry of Industry and Information Technology issued an edict on June 6th saying producers should stick to output quotas. And importantly that those without quotas, or who exceed the quotas, should halt production.

• Quotas also shouldn’t be granted to firms that infringe on safety or environmental rules.

• Before this mechanism was applied, China contributed about 80% of global tungsten supply.


HSC revises up MSR net profit forecast by 46% y/y. Speculation over possible stake sale persists - HSC forecasts an average selling price of MSR’s core output APT of US$250 per mtu which is 15% higher than our previous forecast of US$218 per mtu. As a result, we revised up;


• MSR FY2017 net sales forecast by 9.4% from VND5,389 billion to VND5,898 billion.

• And the NPATMI forecast by 46% from VND258 billion to VND377 billion, up 244% y/y.


We note that MSR’s contribution to group net profit will increase to 15.4% from 9.1% previously. The Indian media has speculated a number of times about the possible sale of stake on Masan Resources to a major Indian mining group. Although Masan itself has resued to comment on this story. However coupled with the price surge this has added to speculation about possible news at the mining group over the next few months.