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35 comment(s). Last comment by 1997sehun at Jun 1, 2021 10:58 AM
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UnicornP
2365 posts

Posted by UnicornP > Apr 23, 2021 9:42 AM | Report Abuse

Yes. Feel so blessing on this land.


Sslee
6440 posts

Posted by Sslee > Apr 23, 2021 9:50 AM | Report Abuse

Pmetal will have increase NP because Pmetal is the one doing upstream and NP directly depend on international price of aluminium.

The rest need to buy aluminium from market and make it to their products. Their NP depend on their ability to pass down their raw mat cost to their customers.


stockraider
24212 posts

Posted by stockraider > Apr 24, 2021 12:35 PM | Report Abuse

Correctloh...Tp Rm 1.60 to Rm 2.00 not overvalue loh!

Strong momentum for further upside mah!


PATIKAYA
108 posts

Posted by PATIKAYA > Apr 24, 2021 2:13 PM | Report Abuse

Uncle in love with aluminium oh


Fong Chin-bok
828 posts

Posted by Fong Chin-bok > Apr 24, 2021 2:15 PM | Report Abuse

wake up uncle, we know you still missing the gloves, supermx welcome you


chopstick
401 posts

Posted by chopstick > Apr 24, 2021 4:51 PM | Report Abuse

we are not an alumi, producing country, buy at high cost , ended product at more high. pandemic time , how many can afford . just think, not like glove


LaoTzeAhSir
1222 posts

Posted by LaoTzeAhSir > Apr 24, 2021 7:54 PM | Report Abuse

why Con you win articles always pop to i3 top articles? remove this con man already. zero credibility and pure manipulator.


ubaL taM
110 posts

Posted by ubaL taM > Apr 25, 2021 6:01 AM | Report Abuse

Apek_sudah_bangun_ka_tau_masih_tido


chopstick
401 posts

Posted by chopstick > Apr 25, 2021 8:45 AM | Report Abuse

aluminium company DO NOT process aluminium from raw, they only process aluminium product , buying raw at high cost, finish product at higher cost. how many can afford now.


i3lurker
7258 posts

Posted by i3lurker > Apr 25, 2021 8:56 AM | Report Abuse

they dun transmute iron to aluminium?
I am shocked !!!!!!!!!!!!!!!!!!!!!!


stockraider
24212 posts

Posted by stockraider > Apr 25, 2021 10:08 AM | Report Abuse

U understand why more profit can be made when input raw material prices move up ah ??

1.Suppose Raw material prices move up 50%....a company holding Rm 100m inventory will buta buta make extra rm 50m mah...!!

2. Just say the company normal profit margin is 10%....if the selling price is Rm 100....the company will make Rm 10.00 loh! Suppose the selling price is increase to Rm 150 & still maintain 10% margin...that will mean the company will make rm 15 which is higher mah!


Sslee
6440 posts

Posted by Sslee > Apr 25, 2021 10:13 AM | Report Abuse

Haha,
I equally shocked they dun transmute aluminium to gold? !!!!!!!!!!!!!!!!!!!!!!


abang_misai
2003 posts

Posted by abang_misai > Apr 25, 2021 10:15 AM | Report Abuse

Koon, how about other stocks you claimed under-rated weeks ago? Are those stocks no longer under-rated? Kaninah


stockraider
24212 posts

Posted by stockraider > Apr 25, 2021 10:16 AM | Report Abuse

Those stocks are not endorsed by veli veli panlai Raider mah!

osted by abang_misai > Apr 25, 2021 10:15 AM | Report Abuse

Koon, how about other stocks you claimed under-rated weeks ago? Are those stocks no longer under-rated? Kaninah


bigprice
645 posts

Posted by bigprice > Apr 25, 2021 10:21 AM | Report Abuse

Remember AT. Con guy. He already bought and promoting here. All people chase but he sell suddenly. Later negative comments. Last bilis kena.want to trust tis con guy? Good luck.


stockraider
24212 posts

Posted by stockraider > Apr 25, 2021 10:24 AM | Report Abuse

Do not worry lah!

Raider endorse is quite safe to enter now mah!

Undervalue loh!

Posted by bigprice > Apr 25, 2021 10:21 AM | Report Abuse

Remember AT. Con guy. He already bought and promoting here. All people chase but he sell suddenly. Later negative comments. Last bilis kena.want to trust tis con guy? Good luck.


chopstick
401 posts

Posted by chopstick > Apr 25, 2021 10:52 AM | Report Abuse

A BIG YES, if alcom dig ,dig and dig process raw into aluminium


chopstick
401 posts

Posted by chopstick > Apr 25, 2021 10:56 AM | Report Abuse

look for company that produce , like glove company, i kena trap by gold company tomei, poh kong and nice. i had learned


stockraider
24212 posts

Posted by stockraider > Apr 25, 2021 11:04 AM | Report Abuse

This tomei & pohkong up alot lately loh!

Still kena trap meh ??


abang_misai
2003 posts

Posted by abang_misai > Apr 25, 2021 11:42 AM | Report Abuse

Haha stock raider apa saham bagus boleh rekomen?


paultheoct
35 posts

Posted by paultheoct > Apr 25, 2021 12:15 PM | Report Abuse

Repost from Alcom thread:

Stockraider:

I agree with your analysis. The home electrical appliances industry is a good example of higher selling prices translating to higher margins. Principals like Fiamma and Khind import almost all of their products from China. With a sudden boom in China from around Q2 2020, container freight charges shot up by ten times and manufacturers also increased prices. All the the home appliances importers in Malaysia increased their prices. Instead of having lower sales and profitability, Fiamma and Khind are reporting record breaking financial results.


stockraider
24212 posts

Posted by stockraider > Apr 25, 2021 12:19 PM | Report Abuse

Sudah manyak kali cakap alcom, insas, wtk, jtiasa, kossan, bjland, csc apa lah lu mau lagi leh ?

Posted by abang_misai > Apr 25, 2021 11:42 AM | Report Abuse

Haha stock raider apa saham bagus boleh rekomen?


apolloang
18570 posts

Posted by apolloang > Apr 25, 2021 12:23 PM | Report Abuse

why pick alcom against lb alum? because alcom lesser scrips on the market,easier for uncle to manipulate.uncle usually pick the stock with 100-150 mil paid up cap


paultheoct
35 posts

Posted by paultheoct > Apr 25, 2021 12:30 PM | Report Abuse

Chopstick:

Alcom uses 50% recycled materials in their products. Do not need to dig.

Tomei and Poh Kong was proxying gold's rush to safety. Both share prices hit highs when gold shot up to USD66,500/kg in Aug 2020. However, when gold retraced 15%, both Tomei and Poh Kong dropped by 50%. Since they do not sell through e-commerce, they are now being proxied to the retail industry (54 outlets for Tomei and 93 outlets for Poh Kong)


stockraider
24212 posts

Posted by stockraider > Apr 25, 2021 12:42 PM | Report Abuse

LB further downstream from aluminium raw materials mah! Also more competitors loh!

Furthermore KYY says alcom PE 3x loh...!!

Posted by apolloang > Apr 25, 2021 12:23 PM | Report Abuse

why pick alcom against lb alum? because alcom lesser scrips on the market,easier for uncle to manipulate.uncle usually pick the stock with 100-150 mil paid up cap


apolloang
18570 posts

Posted by apolloang > Apr 25, 2021 2:10 PM | Report Abuse

only 1st quarter profit,long time been bleeding


paultheoct
35 posts

Posted by paultheoct > Apr 25, 2021 2:51 PM | Report Abuse

Alcom's available cash per share is RM0.30/share, whereas LB's cash per share is RM0.126/share.

The past few years have been rather challenging. Alcom's management has been professional and transparent in their reporting, and is well positioned for a bounce-back.


apolloang
18570 posts

Posted by apolloang > Apr 25, 2021 2:59 PM | Report Abuse

a company that just turn a small profit from previous losses but stock price already up so much


paultheoct
35 posts

Posted by paultheoct > Apr 25, 2021 2:59 PM | Report Abuse

I will be wary of an owner-run company that reports increasing revenue and profits when every other companies in the sector is reporting depressed results.

Earnings are important. Quality and sustainability of earnings is more important.

There is always a danger of crossing the Rubicon in the pursuit of high share price.

Case in point is PA Resources.

PA Resources reported unexplained increases in revenue and profits. The reporting period is when global, regional and Malaysian economies took a downturn. None of PA's peers in the same sector (Press Metal, LB, PMBTech, Alcom) reported increased revenue and profit.

PA's annual report revealed some worrying data at page 100:

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=204350&name=EA_DS_ATTACHMENTS

Revenue 2020 2019
Malaysia 33,171,274 60,803,821
Singapore - 313,157
USA 159,897,577 99,178,773
Vietnam 9,309,054 4,816,384
202,377,905 165,112,135

Major customer information
The Group has one customer which contributes approximately RM190.05 million or 94% (2019: one customer,
RM101.9 million or 62%) of the Group’s revenue during the financial year.

PA's annual report 1-liner at page 100 revealed that 94% of its FY2020 revenue was from 1 (one) customer!!!

1 (one) single customer accounting for 94% of sales and completely no information on who is the single customer?!!

And in the geographic distribution, there's no single country that accounted for the single customer's sales.

RM159.9 million was allegedly sold to the USA. This is despite Trump's tariff on steel and aluminium imports, a policy that has since been maintained by Biden,

What is more puzzling is that USA has reported imports of only USD15.6M from Malaysia for the Aluminium bars, rods and profiles, structures, plates, sheets and strip categories in 2019. (Source: https://trendeconomy.com/data/h2/Malaysia/76 )

PA is reporting sales of RM159.9M to the USA but trade data is showing only USD15.6M sales from Malaysia country-wide to USA.


DreamEmperor
3059 posts

Posted by DreamEmperor > Apr 25, 2021 2:59 PM | Report Abuse

yah loh


DreamEmperor
3059 posts

Posted by DreamEmperor > Apr 25, 2021 3:00 PM | Report Abuse

better be careful lor


DreamEmperor
3059 posts

Posted by DreamEmperor > Apr 25, 2021 3:02 PM | Report Abuse

especially considering also that it's being currently promoted like heck


maggiemee
1746 posts

Posted by maggiemee > Apr 25, 2021 4:54 PM | Report Abuse

Run run run when old fox buy call. Else will be next AT and supermax


Targeted
2401 posts

Posted by Targeted > Apr 27, 2021 1:17 AM | Report Abuse

most chinese alum factories resuming activities after suspension due to non compliance of emissions regulations........so you know what to do


1997sehun
2 posts

Posted by 1997sehun > Jun 1, 2021 10:58 AM | Report Abuse

We supply Aluminum Products with good quality and very competitive price. Hope to be a partner of your company!Please tell me what kind of aluminum products you need,email me or just call me directly.

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