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NOW SHOWING: THE TRILOGY OF FAST & FURIOUS SHOWS PART – ANOTHER CHOO BEE METAL INDUSTRIES BHD., /5797 ALCOM GROUP BERHAD/2674 ( Part 11 / UPDATED NUM

SEE_Research
Publish date: Tue, 25 May 2021, 09:56 PM
Predicting KLSE market uptrends

NOW SHOWING: THE TRILOGY OF FAST & FURIOUS SHOWS PART  – ANOTHER CHOO BEE METAL INDUSTRIES BHD., /5797

ALCOM GROUP BERHAD/2674 ( Part 11 / UPDATED NUMBER : 3D ) 

Author: SEE_Research    |    Publish date: 25 May 2021


Please read carefully especially on

CHAPTER 3 

 

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

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 ; 25 May 2021 

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 trending methods.

There are 1,459 counters in KLSE (including all types of warrants) to choose from when analysing these 1,459 counters and the market in general…

 but what should you be using,

AN IMPORTANT MESSAGE FOR May, June 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 price is USD 2,156.25 per metric ton as at 21 Feb 2021
  • Aluminium commodity price is USD 2,305.00 per metric ton as at 24 May  2021
  • Historical high price now, as per May 2021 period , 
  • comparing to April 2020 ,then was USD 1,460.00 per metric ton
  •  
  • Recent good 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 ***
  • EPS : 7.50 
  • *** = record 
     
          
  •         Recent good announcement by Alcom / 2674 on 25 May 2021
  •      On the financial quarter with record revenue for this quarter RM 139,828,000.00 ***
  •      Consistent profit -for this financial quarter RM 7,398,000.00
  •      EPS : 5.51
  •     *** = record 
  •  
  •   Amazing Earning per financial quarter = 7.50 +  5.51 + 5.51 + 5.51  = 24.03 cents, on the assumptions same for the coming quarters =24.03
  • Annualised per year 24.03  cents x 10 PER (price earning ratio )
  • Intrinsic value RM 2.40  less 30 % discount,
  • Final mid  term target price RM 1.68
  •  
 
  •  
  •  
  • surge to limit up 
  • For Alcom / 2674 --- 27 May 2021 / Thursday = RM 1.19 ( RM 0.30 )
  •  
  • Another metal stock similar in the making like Choo Bee Metal Industries Bhd., /5797 as per recent good financial announcement 
  • 21 May 2021 -- 
  •  
  • surge to limit up 
  • Choo Bee / 5797 on 21 May 2021 = RM 1.64 (closed) 
  • Choo Bee /5797 on  24 May 2021 = RM 2.13 ( closed - limit up    +30 % =  + RM 0.49 ) 
 
 
 

CHAPTER 2

China Big discounting 3000kg Car Elevator - Aluminum Step Outdoor and  Indoor China Escalator Moving Walk Manufacturers – Fuji Manufacturer and  Supplier | Fuji
 
==============================================================================
SEE_ Research with the target price 
Alcom /2674 
RM 1.68 
mid term .
It is good to collect when it is on ground floor, RM 0.89
closed   5.00 pm , 25 May 2021 , as practically most of you do not believe; 
just like the escalator at the bottom , 
Can it moves to the top ? 
Like a steady escalator sooner or later ,it will move progressively to the top.
( upon the release of the coming outstanding  financial quarter report ) 
Just remember to record down this report before the 
big move on the prices ,
 that will be surging even before we notice.
 
The remarks by the real KLSE investors will be in this manner : 
"Many are shown in the positive direction but nobody notices, 
strangely, 
it may seem so. "
Please clip on the below link to understand better how the escalator moves up --NORTH

 https://www.shutterstock.com/video/clip-1064130250-closep-people-holding-shopping-bag-standing-on

 
The above picture shows the aluminium alloy used in manufacturing heavy duty escalators
 and its accessories , in providing safe ,reliable services in the harsh , heavy usage, transportation systems, built by
EITA /5208
 
 

Aluminium Company of Malaysia Berhad /2674

https://posts.gle/1veno

    (Aluminium Company of Malaysia)  
 
========================================================================================================================
    (ALCOM-Infinite Possibilities )
 
 
 
 

  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, 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 Sand , 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  

 

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

 

 

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 231 millions , extends MGO 

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 9 April 2021 RM10.02 ,

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

 stock prices- multi fold uptrends. 

 

 

REMARKS

 

ALCOM / 2674

 

(1) Do you have some understanding of the 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,

Share prices movements in technical chart,

can behave in their previous manner,

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

(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

 

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

 

 

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,

mid term RM 1.68 ,

 

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,

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.

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


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 advices are required, the services of a licensed professional person should be sought.

 

 


 ISSUED BY SEE RESEARCH

(SENSING EAGLE EYES RESEARCH)

 

 

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Discussions
Be the first to like this. Showing 9 of 9 comments

PATIKAYA

PA ..pantas lagi garang..haha

2021-05-26 10:19

ahbah

We all shall miss the boat$$$ if we taklat masuk ALCOM ?

Just try a little lah.

2021-05-26 12:18

stockraider

Yes very powerful rally coming for alcom mah!

This is bcos of Alcom Great result loh!

2021-05-26 12:23

RockerArm

Lousy counter EPS 0.98sen, better buy comfort EPS 49sen loh!

2021-05-27 09:10

LossAversion

Sold Choo Bee, ....finally get rid of this long burden!

2021-05-27 09:13

RockerArm

Operators are distributing

2021-05-27 09:16

Sansing

Aldy moves up 100 % , run loh!

2021-05-27 09:18

ahbah

U can just dump Choo Bee if U no like it. After all, it is YOUR share !

2021-05-27 12:51

ahbah

How much comfort give to U when comfort make 49 sen ?

2021-05-27 12:55

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