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ผมมีคำถามข้อเดียวคับ  ที่เลย น้ำท่วมหรือเปล่าคับ

น้ำไม่ท่วมครับ
เกี่ยวอะไรเหรอคุณhot spot

ทำไมราคาไม่ตามหุ้นสังกะสีตัวอื่นบ้างล่ะครับ

http://bigcharts.marketwatch.com/quickc ... 1612&time=

zinifex ตั้งแต่ ipo มาราคาขึ้นตลอดขึ้นมาเป็นเท่าตัวแล้ว

นั่นซิคับ

China's zinc imports to soar on auto demand
Source - Reuters Commodities News (Eng)

Thursday, September 08, 2005  16:36

   By Lucy Hornby
   SHANGHAI, Sept 8 (Reuters) - China's growing production of galvanised steel for car bodies could spark an eight-fold surge in net zinc imports this year, tightening global supplies for the foreseeable future, traders and analysts said on Thursday.
   The country has already imported more than four times more zinc -- on a net basis -- so far this year than in all of 2004, as demand from the steel, brass and other sectors outpaced smelter production and pushed up domestic prices for the metal.  
   China produces a quarter of the world's zinc and consumes 30 percent of zinc.
   Domestic zinc prices have been at a sufficient premium to London Metal Exchange zinc futures to encourage imports, traders said, though a spike on the LME narrowed those margins this week.
   Spot refined zinc traded at 14,450 to 14,500 yuan ($1,786 to $1,792) in eastern China on Thursday.
   "We see net imports this year at over 120,000 tonnes," said analyst Feng Juncong of Beijing metals consultancy Antaike.
   China imported a net 72,975 tonnes of refined zinc in the first seven months of 2005, compared with net imports of 15,286 tonnes for all of 2004.
   "Zinc sales into China are strong because of galvanized steel," said a trader with an international metals trading firm.
   New automotive steel projects helped lift China's galvanized steel output by 56 percent in the first half of 2005, to 2.9 million tonnes. Galvanized steel makes up about half of zinc use.
   A joint venture between Baosteel Group, the parent of Baoshan Iron & Steel Co. Ltd. <600019.SS>, Arcelor S.A. <CELR.PA> and Nippon Steel Corp. <5401.T> began operations this year, to serve car companies such as Nissan Motor Co. Ltd. <7201.T> that are increasingly getting their metal from within China.
   The country produced nearly 8 percent more vehicles in the first seven months of the year than a year earlier.
   Auto makers from General Motors Corp. <GM.N> to Germany's Volkswagen A.G. <VOWG.DE> are investing a collective $15 billion to triple annual capacity in China to 7 million cars by 2008.
   Sixty to 80 percent of the steel in a typical new car is galvanised.
   
   GLOBAL DRAWDOWN
   China's galvanizing capacity should reach 12.13 million tonnes a year by end-2005, with another 8.34 million tonnes planned, said steel analyst Xu Aihua of Antaike.
   Getting the zinc for all that galvanizing capacity might be tough -- China's roughly 300 domestic smelters operate on thin margins, and planned expansions will increase competition for tight zinc concentrate supplies, according to a Macquarie Research report published in June.
   Domestic zinc output was up 4 percent in the first seven months of this year, at 1.5 million tonnes.
   The flow into China has helped tighten global inventories, although analyst Jon Bergtheil of JPMorgan cautioned this week that hidden stocks could mitigate drawdowns.
   London Metal Exchange zinc inventories are now 11 percent lower than at the beginning of this year, and 25 percent less than they were at the beginning of 2004. China became a net importer of refined zinc last year.
   LME zinc futures <MZN3> spiked to eight-year highs this week in the aftermath of Hurricane Katrina. They have risen 17 percent since early January, to close at $1,374 a tonne on Wednesday.

http://bigcharts.marketwatch.com/quickc ... 6912&time=

หุ้นสังกะสีอีกตัว ทั้งสองตัวขึ้นมาเป็นเท่าตัวแล้ว

http://www.aireview.com/index.php?act=v ... =5&id=2644

ข่าวสังกะสีอีกข่าว

ส่วน pdi  5 ปีแทบจะไม่ไปไหนเลย
http://finance.yahoo.com/q/bc?s=PDI.BK& ... z=m&q=l&c=

ถ้าใครได้อ่านของพี่เหาฉลามก็คงรู้ว่ากำไรปีหน้าเป็นเท่าไหร่
ทำไมทั้ง kimeng กับ ast ประมาณการกำไรต่ำมาก

ทั้งที่ p/e ของ pdi ปีนี้แทบจะเป็นหุ้นเหมืองสังกะสีที่ p/e ต่ำที่สุดในโลกอยู่แล้ว

แนะนำให้รอครับ
ถ้าสนใจจริง

เคยอ่านที่ไหนสักแห่งบอกว่า pdi เอง import สังกะสี 40-50% ครับ
อย่างไรก็ดี ใจเย็นๆรอก็ได้มั้งครับ อย่างน้อยปันผลก็เหลือๆ แล้วครับ  :mrgreen: