Please read carefully, deeply and understand  especially on

CHAPTER 3 

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MAIN CHAPTER

                1    THE TWIN BUSINESSES FOR PRESS METAL ALUMINIUM HOLDINGS BHD/8869

& ALCOM GROUP BERHAD /2674

          1.2   For your understanding , in KLSE , the KING of the aluminium business is Press Metal Berhad , and the followers ,

 one of them is Alcom Group Berhad / 2674 

               1.3   Some of my KLSE investors who are well known in the corporate community ask direct questions:

Question Number 1   ANSWER	Are there more than two or three listed companies in KLSE that manufacture and supply aluminium inter related products YES
Question Number 2 ANSWER	Is there a listed company in KLSE that manufactured aluminium inter related products with good financial quarter that is just reported in this week ,from 22 Feb 2021 onwards YES
Question Number 3 ANSWER	Please disclose and reveal the name of this company listed in KLSE? ALCOM GROUP BERHAD /2674

 

CHAPTER 1

 

Stock traders, short term investors are always on the lookout for ways to improve their trading methods.

There are 1,400 counters in KLSE (including all types of warrants) to choose from when analyzing these 1400 counters and the market in general…

 but what should you be using,

 

AN IMPORTANT MESSAGE FOR  APRIL , MAY  2021

Thanks to the rare convergence of these 2 important catalyst factors of this particular stock,

the clock is ticking down for you.

ALCOM GROUP BERHAD  / 2674 has these 2 important catalyst factors, namely

ALCOM manufacture, supply :

• Aluminium interrelated products
• Aluminium commodity record  price is US 2,373.50 per metric ton as at 22 April 2021
• Aluminium commodity price is US 2,212.50 per metric ton as at 1 April 2021  
• Historical low price -  then was USD 1,421.50 per metric ton as at 8 April 2020
•  
• Recent announcement by Alcom / 2674 on 23 Feb 2021
• On the financial quarter with revenue RM 109,633,000.00
• Record profit -for this financial quarter RM 10,074,000.00
• Amazing Earning per financial quarter = 7.50 cents, on the assumptions same for the coming quarters = 7.50 x 4
• Annualized per year 30 cents x 10 PER (price earning ratio )
• Intrinsic value RM 3.00, less 50 % discount,
• Short term target price RM 1.50

     . Mid term target price : RM2.32 

      . current price as at 28 April 2021 - RM 1.17( potential financial gain RM 1.15 )
 

 

 

CHAPTER 2

Aluminium Company of Malaysia Berhad /2674

https://posts.gle/1veno

https://youtu.be/ZFsKfw4j3Dc

============================================================

 For quick understanding on this company - ALCOM /2674, please watch these 4 video clips highlighting on the general profiles,

different business types of aluminium with various customers - ranging from various brands of conditioner units, (York, Acson, Daikin) ,

Alcom Group Berhad  received with highly prestigious award  

the Malaysian Prime Minister Award in 2008.

 

Project references : 

1. Petronas Twin Towers-  on the aluminium facades and claddings; curtain walls 

2. Storage tanks of Dialog Group Berhad based in Pengerang Deep Water Terminal, Johor (PDT), with 1,200 acres spread across 

 a regional downstream hub for the oil, gas and petrochemical industries. 

3. Kuching Iconic Golden Bridge in Sarawak.

 

CHAPTER 3

Important catalyst , for Alcom / 2674 

In the aluminium industry, the big brothers and the KING of aluminium business are as follows

(i)  King -    Press Metal / 8869

(ii) Queen - PMB Technology /7172

 

A lot of the same industry players ,  have mentioned that there is a close possibility of

 ''merger and acquisition" exercise, for the Press Metal Aluminium Holdings Berhad /8869.

 

Main shareholders are the Koon brothers 

 

(a) Tan Sri Dato Paul Koon Poh Keong for Press Metal /8869

 

(b) Mr Koon Poh Ming heading the 
PMB Technology Berhad /7172

Do you know that PMB Technology/7172 -- completed the aluminium structures, claddings, for Marina Bay Sands , Singapore 

 using their In house technology in using the aluminium composite materials / ACM ,

 These materials are distinguished by their unique features , its lightweight , high rigidity , excellent flatness and long lasting coating qualities are just the construction industry required ?  

For your better understanding , every week ,  Monday , Wednesday , Friday ,

there were 3 units X40 footer long conventional lorries from PMB Technology Berhad, Balakong, Selangor to Marina Bay Sands , Singapore 

for one whole year of 2010 , meaning 156 units of 40 footer types lorries ; 

just imagine the huge load of aluminium facades and claddings , curtain walls were well commissioned  in the 

Marina Bay Sands Hotel & Resort , Singapore .

 

fully commissioned in the grand opening - 17 February 2011 ,

 Marina Bays Sands Hotel & Casino , 

10 Bayfront Avenue ,Singapore 018956

 

this  special project is done by Special Designer Group , a global organization of designers, engineers , planners, business consultants, -

Arup - founded in 1946 by Sir Ove Arup ,

and by Main  Architect -  Safdie Architects 

and by Main Contractor -Ssangyong, South Korea 

 

This building has broke away from the conventional model of a mega hotel and fully integrated resort ;

not only  overseas tourists come , but also Singaporeans come and enjoy , and be inspired by,

 it appears that the unique design has succeeded in achieving its objectives. 

===========================================================================================

 

 

Are eyeing for strategic assets in regards to adding value to  the Press Metal Group ,

one of the likely candidates,

will it be Alcom / 2674 ?

 

 

Is it  Alcom / 2674 ?  

Time will eventually tell on the " take-over " corporate  exercise whether it is friendly or hostile , thus it will create the company being bought out can be a real windfall for the investors . 

That is generally in the correct perspective  because when the company being bought has shown some respectable performances  and has good prospects for the near future , a certain amount of goodwill can be involved. 

Goodwill usually is an intangible asset, when one company acquires another , it includes reputation, brand, intellectual property and commercial trade secrets. 

 

More often , the target takeover company will offer the premium especially in driving up the stock prices ,

In this case , will it be Alcom /2674 ?

=================================================================================================================================

 

SUMMARY 

 

EcoWorld Development Holdings Sdn. Bhd., bought over Focal Aims Holding Berhad/ 8206 

 for RM 230.69 millions or

 translating RM 1.40 a share in cash 

report by

 # Update* Eco World buys 65%  of Focal Aims for RM 231millions , extends MGO =  Mandatory General Offer 

THe Editor / The Edge - September 17, 2013 - 05 : 36 am 

Focal Aims Holding Berhad /8206 in 13 September 2013 -the share price was RM 0.38 

Focal Aims the peak price was created RM 2.17 - 11 April 2014 , almost 5 .71 from RM 0.38 ;

Is it incredible even after Eco World Development Holdings Sdn. Bhd. announcement of RM 1.40 , the share prices were driven up to RM 2.17 

 

Before --- Focal Aims Holding Berhad /8206, the company was listed as Sanda Plastics Industries Berhad /8206 on 18 November 1997 

So many takeover exercises in this manner :

 from  Sanda Plastics Industries Berhad /8206 to

 Focal Aims Holding Berhad /8206 to 

Eco World Development Group Berhad /8206 --this is Tan Sri Liew Kee Sin - main shareholder ; the ex founder of SP Setia Bhd/ 8664 

========================================================================================================================

When the target company of the listed company is on 

'' merger and acquired " exercise , by the big KING of aluminium -

Press Metal Aluminium Holdings Berhad /8869 ,

closing 23 April 2021 RM 5.30 / after ex bonus price. ,

there will be a bountiful harvest to be a huge gain on the

 stock prices- multi folds uptrends. 

 

REMARKS

 

ALCOM / 2674

 

(1) Do you have some understanding of that old high for this stock?

----?

(1.1) This stock old high was RM 2.32 done on 29 June 2017,

From previous analysis,

From 30 May 2017,

At RM 1.35

(1.2)With 20 trading days,

from 30 May 2017 /RM 1.35 to

29 June 2017/RM 2.32,

(a) 4 trading days resting =

from 2 June 2017 to 7 June 2017

(RM 1.54 to RM 1.61)

(b) 3 trading days resting =

from 13 June 2017 to 15 June 2017

(RM 1.75 to RM 1.85)

(c) 4 trading days resting =

from 19 June 2017 to 22 June 2017

(RM 1.91 to RM 2.08)

(d) 3 training days onwards

from 23 June 2017 to 29 June 2017

Reaching the old high RM 2.32

 Share prices movements in technical chart,

can behave in their previous manner and trend ,

can Alcom /2674 follow up on her previous technical pattern,

Can HISTORY REPEAT ITSELF ?

   Can HISTORY REPEAT ITSELF  ?

    Can HISTORY REPEAT ITSELF  ?  

 

==============================================================================================================================

 

Can history repeat itself?

 

Time will tell, more important it needs to reach

RM 1.59/ R 2

=============================================================================================================================

 

For those investors who can wait, the next target, short  term RM 1.50,

 

New catalyst, on the likely

" merger + acquisition" theme by the king of aluminium -

Press Metal /8869

PMB Technology Bhd /7172

 

PMB Technology Bhd

is the official sub contractor in building the exterior facade, claddings, wall curtains for

Marina Bay Sands Hotel +Resort,

10, Bayfront Avenue,

Singapore 018956

 

Alcom Bhd /2674

is the official sub contractor in building the exterior facade, claddings, curtain walls for

Petronas Twin Towers,

Kuala Lumpur City Centre,

Jalan Ampang, Kuala Lumpur.

 

 

Both are reputable aluminum facade, claddings, wall curtains panels,

Both are real manufacturers having its in its own house plants, factories

Using their in house technology in using the aluminium composite materials / ACM.

These materials are distinguished by their unique features, it's lightweight, yet high rigidity qualities, excellent flatness and more importantly long lasting - coating qualities are just the construction industry required.

 

Now, you can understand their business similarity, two of a kind, a twin?

 

Can it be a real winner for Alcom /2674,

when the target company or takeover company will offer the premium especially in driving up the stock prices.

And broadly speaking, an influx ' mergers and acquisitions'  activity is often viewed by investors 

as a positive market indicator.

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Thanks for reading and see you in the next post. 

 

THE ABOVE IS NOT A BUY OR SELL CALL AND IS ONLY A PERSONAL OPINION, WRITTEN AS ARTICLE FOR SHARING PURPOSES TO KLSE COMMUNITY MEMBERS.

 

 DISCLAIMER: Investment involves risks, including possible loss of investment and other losses. This article and charts are provided for information only and should not be construed as a solicitation to buy or sell any of the instruments mentioned herein. The author may have positions in some of these instruments. The author shall not be responsible for any losses or profits resulting from investment decisions based on the use of the information contained herein. If investments and other professional advice is required, the services of a licensed professional person should be sought.