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2021-09-20 17:56 | Report Abuse
theedgemarkets.com
September 20, 2021 14:38 pm +08
PMB Tech surges to all-time high of RM9.45
KUALA LUMPUR (Sept 20): Shares of PMB Technology Bhd leapt more than 21% to an all-time high of RM9.45 today amid active trade in today’s morning session on Bursa Malaysia.
The stock, which was second on Bursa’s top gainers list today, peaked at an intraday high of RM9.45 before settling for the noon break at RM9. It closed at RM7.44 last Friday (Sept 17). Over the past one year, the stock has rallied 250.19% from RM2.57.
According to its official website, PMB Technology is principally an investment holding company, with the group complementing the activities of its corporate shareholder Press Metal Aluminium Holdings Bhd, which is the largest aluminium smelter in Southeast Asia and the largest aluminium extruder in Malaysia.
To recap, Press Metal also saw its stock rise to its highest on Sept 8 to an all-time high of RM5.97. It was reported earlier that aluminium price climbed to its highest in more than a decade on the back of concerns over raw material supply amid a coup in Guinea — a major supplier of bauxite.
Last month, PMB Technology saw its net profit soar more than eight times to RM11.58 million in the second quarter ended June 30, 2021 (2QFY21) from RM1.37 million a year ago, aided by improved contributions by its manufacturing and trading, and construction and fabrication segments. Revenue for the quarter also more than doubled to RM178.25 million year-on-year from RM84.87 million.
The stellar results lifted PMB Technology's cumulative net profit for the six-month period ended June 30, 2021 (1HFY21) by 396.35% to RM18.21 million from RM3.67 million in 1HFY20. Cumulative revenue also increased by 30.55% to RM340.08 million for 1HFY21 compared with RM260.49 million a year earlier.
Meanwhile, prices for semiconductor chips are expected to rise across the spectrum given that the global chip shortage is likely to last until sometime late next year.
According to Moody's Analytics, it said the trend towards remote work that accelerated due to Covid-19 movement restrictions has given rise to heightened demand for semiconductor chips.
"Given the capital-intensive nature of their production process, supply has not been able to keep pace with the increase in demand," it said in a note today.
It noted that the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co has been raising prices across the spectrum, some by as much as 20%, while three Chinese chipmakers have been fined by the Chinese government for abnormally high price increases.
"Chip prices have already risen, and they are likely to rise even further.
"What are some downstream effects from these price and quantity dynamics? Car prices have risen significantly, with average unit sales US$8,200 higher than two years ago, and we can expect more of the same," it added.
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2021-09-20 17:55 | Report Abuse
theedgemarkets.com
September 20, 2021 14:38 pm +08
PMB Tech surges to all-time high of RM9.45
KUALA LUMPUR (Sept 20): Shares of PMB Technology Bhd leapt more than 21% to an all-time high of RM9.45 today amid active trade in today’s morning session on Bursa Malaysia.
The stock, which was second on Bursa’s top gainers list today, peaked at an intraday high of RM9.45 before settling for the noon break at RM9. It closed at RM7.44 last Friday (Sept 17). Over the past one year, the stock has rallied 250.19% from RM2.57.
According to its official website, PMB Technology is principally an investment holding company, with the group complementing the activities of its corporate shareholder Press Metal Aluminium Holdings Bhd, which is the largest aluminium smelter in Southeast Asia and the largest aluminium extruder in Malaysia.
To recap, Press Metal also saw its stock rise to its highest on Sept 8 to an all-time high of RM5.97. It was reported earlier that aluminium price climbed to its highest in more than a decade on the back of concerns over raw material supply amid a coup in Guinea — a major supplier of bauxite.
Last month, PMB Technology saw its net profit soar more than eight times to RM11.58 million in the second quarter ended June 30, 2021 (2QFY21) from RM1.37 million a year ago, aided by improved contributions by its manufacturing and trading, and construction and fabrication segments. Revenue for the quarter also more than doubled to RM178.25 million year-on-year from RM84.87 million.
The stellar results lifted PMB Technology's cumulative net profit for the six-month period ended June 30, 2021 (1HFY21) by 396.35% to RM18.21 million from RM3.67 million in 1HFY20. Cumulative revenue also increased by 30.55% to RM340.08 million for 1HFY21 compared with RM260.49 million a year earlier.
Meanwhile, prices for semiconductor chips are expected to rise across the spectrum given that the global chip shortage is likely to last until sometime late next year.
According to Moody's Analytics, it said the trend towards remote work that accelerated due to Covid-19 movement restrictions has given rise to heightened demand for semiconductor chips.
"Given the capital-intensive nature of their production process, supply has not been able to keep pace with the increase in demand," it said in a note today.
It noted that the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co has been raising prices across the spectrum, some by as much as 20%, while three Chinese chipmakers have been fined by the Chinese government for abnormally high price increases.
"Chip prices have already risen, and they are likely to rise even further.
"What are some downstream effects from these price and quantity dynamics? Car prices have risen significantly, with average unit sales US$8,200 higher than two years ago, and we can expect more of the same," it added.
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2021-09-20 11:03 | Report Abuse
hope better than the other haha
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2021-09-20 10:37 | Report Abuse
Congrats buddies... I heard may have a split into 3... wait for good news.
Silicon metal is very ""unique"" need produced by smelting quartz and coke in an electric heating furnace. Only PMBTECH allow to produce in Sarawak Malaysia & get fully support by Perbadanan Pembangunan Ekonomi Sarawak.
Not like the gloves everyone can produce now & OVER SUPPLY..........
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2021-09-19 15:13 | Report Abuse
After the factory build + if biz improve & expand
I believe TP > RM2 is not a dreams in 2-3 years.
Depeche@ Yup invest mid long term for bigger returns.
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2021-09-18 00:18 | Report Abuse
Tight supplies, firmer costs to support Chinese silicon
Published date: 04 August 2021
Share:
Chinese silicon metal prices are expected by market participants to move higher in the coming week because of tighter metal availability and higher production costs.
Argus last assessed spot prices for 5-5-3 grade metal at a four-year high of 14,500-14,700 yuan/t ($2,244-2,275/t) delivered to ports yesterday, up by Yn700/t from 29 July in response to tighter supplies caused by power rationing measures in major production hubs and a rise in buying interest from aluminium alloy producers and trading companies.
Power rationing measures may continue to pressure operating rates in the main production hubs of Yunnan, Sichuan, Chongqing, Inner Mongolia and Hunan provinces in the coming month. China produced 1.36mn t of silicon metal during January-July this year, up by 25.35pc from a year earlier on a recovery in demand with the easing of the Covid-19 pandemic, according to data issued by the China Nonferrous Metals Industry Association.
An Inner Mongolia-based producer, with a 750 t/month capacity for 5-5-3 grade metal, failed to restart production in July because of more rigorous electricity supply curbs, following a five-month suspension caused by energy consumption control measures.
A Hunan-based smelter, with a 750 t/month capacity for 4-4-0-2 and 3-3-0-3 grade metal, had a difficult time maintaining normal production in the past week because of power rationing measures, as it was able to only operate at night with half a day's electricity supplies. Several local producers may suspend output if the power rationing measures continue in the coming week.
Tighter electricity supplies caused by a sustained shortage of rainfall have triggered power rationing measures in Sichuan, Yunnan and Chongqing.
Most Xinjiang-based metal producers resumed output in July after suspending operations in late June following safety inspections. But higher buying interest from consumers have aggravated supply shortages all over the country, coupled with higher petroleum coke, clean coal and silica feedstock prices, bolstering prices for the metal over the past week.
A Xinjiang-based producer, with a 70,000 t/month capacity for 5-5-3 and 4-4-1 grade metal, stopped quoting prices last week because of little to no inventories. It raised offer prices sharply yesterday in anticipation of even tighter short-term availability.
An escalating Covid-19 outbreak in China may also influence deliveries of silicon metal and its feedstocks in the short term.
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2021-09-17 01:29 | Report Abuse
FOR YOUR ATTENTION :-
Manufacturing:
The division is yet to record any operating revenue from Pulp & Paper Making segment for both quarter under review and first half year 2021 as the pulp & paper manufacturing plant is yet to be completed and at the final stage. Due to MCO 3.0 taking place to contain the pandemic during the quarter under review, it has caused further delay for the completion and commissioning of the plant as the construction works at site has to be minimal.
PROSPECTS:
GTP was conceptualised and put forward to revolutionise the printing and publishing industry by providing a new source of eco-friendly and sustainable pulp and paper. On 29 January 2021, Nextgreen entered into the JV Agreement (“JVA”) with Dengkil Paper Mill to undertake the JV Business to engage in the business of setting up and operating a 5,000 metric tons
(“MT”) per annum tissue paper mill in Malaysia and such other related businesses as the parties may mutually agree from time to time. On 17 August 2021, Nextgreen Enviro Sdn Bhd has be formed to formalize the JV Business and kick start the project.The JV Co is expected to augur well with the existing businesses of the Group and is expected to improve the future financial
position and financial performance of the Group. The Group had also on 22 February 2021 entered into a cooperation agreement with IHI Corporation to conduct a study to evaluate the possible collaboration between the Company and IHI through contribution of their expertise in their respective trade in relation to the development of Phase 2A and Phase 2B of the
GTP.
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2021-09-16 20:22 | Report Abuse
FreshNoob@ I am never frustrated
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2021-09-16 00:38 | Report Abuse
The proposed acquisition shall be used only for manufacturing inspection, measuring, automated handling equipment, electro-mechanical prototyping to high volume production for the semiconductor, life science, defence, aerospace and emerging technology industries which will also include research and development activities related to Industrial Revolution 4.0 and smart manufacturing solutions," said the group.
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2021-09-16 00:37 | Report Abuse
QES GROUP BERHAD ("QES" OR "THE COMPANY")
- PROPOSED ACQUISITION OF INDUSTRIAL LAND AT BATU KAWAN INDUSTRIAL PARK BY QES MECHATRONIC SDN. BHD., A SUBSIDIARY OF QES GROUP BERHAD FOR A TOTAL CONSIDERATION OF RM4,791,600/- ("PROPOSED ACQUISITION")
Pursuant to Rule 10.06 of the ACE Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of QES Group Berhad (“QES” or “The Company”) wishes to announce that QES Mechatronic Sdn. Bhd. [Company Registration No. 199901012181 (487081-V)] (“QMC” or “the Purchaser”), a subsidiary of QES had on 15 September 2021 entered into a Sale and Purchase Agreement (“the Agreement”) with The Penang Development Corporation (“the Vendor” or “PDC”) for the proposed acquisition of all that piece of land situated in Daerah Seberang Perai Selatan and forming part of Mukim 13, the site whereof is marked SV 64, Batu Kawan Industrial Park (“the Land”) for a total cash consideration of RM4,791,600/- (“Proposed Acquisition”).
This announcement is dated 15 September 2021.
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2021-09-14 12:23 | Report Abuse
wow wow pang72@ Today WIDETECH AND PMBTECH leads the TECH GAME
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2021-09-14 12:20 | Report Abuse
calvinfong_them @ ard 35 cents
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2021-09-13 17:20 | Report Abuse
confident in this company
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2021-09-13 13:45 | Report Abuse
so far only PMBTECH produce silicon metals in malaysia
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2021-09-13 13:42 | Report Abuse
i bought 3 years ago & hold for long term investment
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2021-09-13 09:17 | Report Abuse
Fajarbaru resuming positive momentum, says RHB Retail Research
theedgemarkets.com
September 13, 2021 07:33 am +08
KUALA LUMPUR (Sept 13): RHB Retail Research said Fajarbaru Builder Group Bhd is resuming its positive momentum after breaking away from the immediate resistance of 80 sen on surging trading volume – forming a long white candlestick.
In a trading stocks note today, the research house said if the stock stays above that level, the bullish momentum may propel the stock towards the next resistance at 87 sen, followed by the RM1.00 psychological level.
“However, if it falls below the 76.5 sen support level – forming a “lower low” pattern – this expectation will be cancelled,” it said.
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2021-09-12 23:06 | Report Abuse
but 4 long term RM2.50-RM3 should be no problem
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2021-09-12 17:39 | Report Abuse
Novice296@ yup OTW, hold tight and waiting for another few QR.
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2021-09-12 17:37 | Report Abuse
LookingForGrowth@ hope too may over RM1 by this month
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2021-09-12 17:29 | Report Abuse
Recently get awarded new projects, should shoot over RM0.55
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2021-09-12 17:27 | Report Abuse
cwc1981 @ tomorrow TP 热门股:台湾联友 上挑RM5.03
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2021-09-12 00:02 | Report Abuse
财经新闻
派对还没结束 券商续喊买科技股
2021年09月11日
（吉隆坡11日讯）科技股的高估值，已经引起部分投资者却步，不过，大华继显研究继续看好这个增长迅速的领域，高呼“派对还没结束”！
大华继显研究在最新报告指出，在5G时代降临的环境之下，全球半导体销售保持着高速增长，这也带动了半导体设备需求的高速增长，让我国相关领域业者将持续受惠。
世界半导体贸易数据已将今年全球半导体销售额增长预测，从原本的19.7%，上修至25.1%；全球半导体设备销售同样预测增长34.10%。
强劲的增长势头，也让本地的科技业者受惠，分析员预计，本地半导体封测（OSAT）业者今年的销售增长料达19%，明年再涨12%；设备制造商今年的销售增长更可达60%，明年再涨32%。
“由于贸易转移和更便宜的成本基础，这些数据都将高于全球基准。”
大补货时代未结束
高增长已是预期之内，但高估值却引发了担忧；目前，本地半导体封测企业的预期本益比估值，已较5年均值高出2个标准差。
不过分析员仍强调，“尽管风险回报不那么吸引人，估值部分已经反映了强劲的盈利预期，但历史趋势表明，增长仍有空间延伸到2022年。”
在过去半导体设备出现需求和供给两侧强烈冲击，导致的大补货时代降临时，最短的连续按年增长达到了20个月（2009年11月至2011年6月）；而最长的大补货时代持续了29个月（2016年8月至2018年12月）。
而目前的连续按年增长仅为17个月。
在这样的背景下，大部分制造商都已施加了可延迟但不可取消订单的合约条款，以更好地管理库存过剩的风险。
“所以估值已经反映了强劲的盈利预期，但派对仍未结束。”
大华继显研究分析员因此继续呼吁“增持”科技股。
半导体设备制造商净利与赚幅
首选益纳利美昌、阁代科技
尽管看好整体科技领域的前景，但考虑到估值已经偏高，分析员强调需要挑选拥有独特价值和高增长的股项；其中，益纳利美昌（INARI，0166 ，主板科技股）和阁代科技（GREATEC，0208，主板科技板）就成为了首选。
而腾达科技（PENTA，7160，主板科技股）也因股价表现仍落后，而受到青睐。
分析员也总结了科技股今年次季的业绩表现，其中益纳利美昌、阁代科技，以及伟特机构（VITROX，0097，主板科技股），都交出了让人惊喜的业绩表现。
另一方面，电子制造服务（EMS）企业，因为次季的管控趋严而受到了短期的利空，但随着政府逐渐放宽管控，分析员也预计这些企业产能将迅速复苏。
“对于电子制造服务领域，我们钟爱威铖（VS，6963 ，主板工业股），因其投资方向比同行更好。我们预计该公司3年可取得28%的复合增长净利。”
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2021-09-12 00:00 | Report Abuse
财经新闻
派对还没结束 券商续喊买科技股
2021年09月11日
（吉隆坡11日讯）科技股的高估值，已经引起部分投资者却步，不过，大华继显研究继续看好这个增长迅速的领域，高呼“派对还没结束”！
大华继显研究在最新报告指出，在5G时代降临的环境之下，全球半导体销售保持着高速增长，这也带动了半导体设备需求的高速增长，让我国相关领域业者将持续受惠。
世界半导体贸易数据已将今年全球半导体销售额增长预测，从原本的19.7%，上修至25.1%；全球半导体设备销售同样预测增长34.10%。
强劲的增长势头，也让本地的科技业者受惠，分析员预计，本地半导体封测（OSAT）业者今年的销售增长料达19%，明年再涨12%；设备制造商今年的销售增长更可达60%，明年再涨32%。
“由于贸易转移和更便宜的成本基础，这些数据都将高于全球基准。”
大补货时代未结束
高增长已是预期之内，但高估值却引发了担忧；目前，本地半导体封测企业的预期本益比估值，已较5年均值高出2个标准差。
不过分析员仍强调，“尽管风险回报不那么吸引人，估值部分已经反映了强劲的盈利预期，但历史趋势表明，增长仍有空间延伸到2022年。”
在过去半导体设备出现需求和供给两侧强烈冲击，导致的大补货时代降临时，最短的连续按年增长达到了20个月（2009年11月至2011年6月）；而最长的大补货时代持续了29个月（2016年8月至2018年12月）。
而目前的连续按年增长仅为17个月。
在这样的背景下，大部分制造商都已施加了可延迟但不可取消订单的合约条款，以更好地管理库存过剩的风险。
“所以估值已经反映了强劲的盈利预期，但派对仍未结束。”
大华继显研究分析员因此继续呼吁“增持”科技股。
半导体设备制造商净利与赚幅
首选益纳利美昌、阁代科技
尽管看好整体科技领域的前景，但考虑到估值已经偏高，分析员强调需要挑选拥有独特价值和高增长的股项；其中，益纳利美昌（INARI，0166 ，主板科技股）和阁代科技（GREATEC，0208，主板科技板）就成为了首选。
而腾达科技（PENTA，7160，主板科技股）也因股价表现仍落后，而受到青睐。
分析员也总结了科技股今年次季的业绩表现，其中益纳利美昌、阁代科技，以及伟特机构（VITROX，0097，主板科技股），都交出了让人惊喜的业绩表现。
另一方面，电子制造服务（EMS）企业，因为次季的管控趋严而受到了短期的利空，但随着政府逐渐放宽管控，分析员也预计这些企业产能将迅速复苏。
“对于电子制造服务领域，我们钟爱威铖（VS，6963 ，主板工业股），因其投资方向比同行更好。我们预计该公司3年可取得28%的复合增长净利。”
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2021-09-11 23:58 | Report Abuse
财经新闻
派对还没结束 券商续喊买科技股
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%B4%BE...
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Stock
2021-09-11 23:56 | Report Abuse
财经新闻
派对还没结束 券商续喊买科技股
2021年09月11日
（吉隆坡11日讯）科技股的高估值，已经引起部分投资者却步，不过，大华继显研究继续看好这个增长迅速的领域，高呼“派对还没结束”！
大华继显研究在最新报告指出，在5G时代降临的环境之下，全球半导体销售保持着高速增长，这也带动了半导体设备需求的高速增长，让我国相关领域业者将持续受惠。
世界半导体贸易数据已将今年全球半导体销售额增长预测，从原本的19.7%，上修至25.1%；全球半导体设备销售同样预测增长34.10%。
强劲的增长势头，也让本地的科技业者受惠，分析员预计，本地半导体封测（OSAT）业者今年的销售增长料达19%，明年再涨12%；设备制造商今年的销售增长更可达60%，明年再涨32%。
“由于贸易转移和更便宜的成本基础，这些数据都将高于全球基准。”
大补货时代未结束
高增长已是预期之内，但高估值却引发了担忧；目前，本地半导体封测企业的预期本益比估值，已较5年均值高出2个标准差。
不过分析员仍强调，“尽管风险回报不那么吸引人，估值部分已经反映了强劲的盈利预期，但历史趋势表明，增长仍有空间延伸到2022年。”
在过去半导体设备出现需求和供给两侧强烈冲击，导致的大补货时代降临时，最短的连续按年增长达到了20个月（2009年11月至2011年6月）；而最长的大补货时代持续了29个月（2016年8月至2018年12月）。
而目前的连续按年增长仅为17个月。
在这样的背景下，大部分制造商都已施加了可延迟但不可取消订单的合约条款，以更好地管理库存过剩的风险。
“所以估值已经反映了强劲的盈利预期，但派对仍未结束。”
大华继显研究分析员因此继续呼吁“增持”科技股。
半导体设备制造商净利与赚幅
首选益纳利美昌、阁代科技
尽管看好整体科技领域的前景，但考虑到估值已经偏高，分析员强调需要挑选拥有独特价值和高增长的股项；其中，益纳利美昌（INARI，0166 ，主板科技股）和阁代科技（GREATEC，0208，主板科技板）就成为了首选。
而腾达科技（PENTA，7160，主板科技股）也因股价表现仍落后，而受到青睐。
分析员也总结了科技股今年次季的业绩表现，其中益纳利美昌、阁代科技，以及伟特机构（VITROX，0097，主板科技股），都交出了让人惊喜的业绩表现。
另一方面，电子制造服务（EMS）企业，因为次季的管控趋严而受到了短期的利空，但随着政府逐渐放宽管控，分析员也预计这些企业产能将迅速复苏。
“对于电子制造服务领域，我们钟爱威铖（VS，6963 ，主板工业股），因其投资方向比同行更好。我们预计该公司3年可取得28%的复合增长净利。”
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Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
2021-09-21 00:33 | Report Abuse
Please get FB Live sifu advice again hahahahaha