SMInvest

SMInvest | Joined since 2021-12-22

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1 week ago | Report Abuse

Putrajaya666 @ We do not worry

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1 month ago | Report Abuse



行家建议:

尽管龙合国际的营收符合我们的预期,然而净利却低于预期,分别占我们与市场全年预期的89.1%和91.9%。

尽管面临多重挑战,我们仍对该公司2024财年的前景感乐观,主要支撑因素包括:

1.家禽产品的需求强劲;

2.取消肉鸡的价格管制后,大马业务的赚幅正常化;

3.全球家禽饲料商品价格走软,降低饲料成本。

至于下行风险,则包括:

1.原料成本大幅上涨;

2.不利的监管变化,例如价格管制或扑杀计划;

3.雏鸡(DOC)短缺;

4.疾病爆发。

我们暂时维持今明财年的盈利预测,待分析简报会后再作调整。

综合以上,我们维持“买入”评级,目标价定在83仙,这是根据2024财年每股净利9.9仙、8.4倍本益比计

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1 month ago | Report Abuse

Chipee @ They are very low morale and low educated

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1 month ago | Report Abuse

hng33 @ you are RIGHT !!!!!!

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1 month ago | Report Abuse

Prospects
We expect the growth trend in electronics manufacturing industry in South East Asia to continue
given in view of the existing trade diversion from China to South East Asia. We also believe that
upgrading enhancing of our service offerings and continued investments in our operations will
enable us to benefit from the current positive outlook of the electronics manufacturing industry in
Southeast Asia, particularly Malaysia, Vietnam and Thailand. Notwithstanding the above, our
Group remains cautious in the near term and will continue to closely monitor the business
environment in view of given the uncertainties plaguing the global economy. The global economic
recovery is progressing at a slow and uneven pace, marked by enduring effects of the inflationary
pressure, geopolitical tensions, and geoeconomic fragmentation. This is indicated by the decrease
in orders from the Group’s customers and the postponement of deliveries by customers.
The Group is expanding its business to include smart warehousing solutions, and it is expected to
launch in year 2024. The Group remains focused to expand its business and market presence in
Malaysia (save for Johor and Melaka), Thailand and Vietnam. Such efforts to support the
expansion plans include the construction of a new integrated plant located at Plot 31, Penang
Science Park North, and the new plant is expected to be operational by 2nd quarter 2025.
As of 31 December 2023, our Group has secured purchase orders totalling RM21.31 million for
our integrated solutions and sale of individual machinery, equipment and tools, which are
expected to be fulfilled by year 2024.

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1 month ago | Report Abuse

LHI revenue is higher than QL

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1 month ago | Report Abuse

LHI is mother company for teoseng...

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1 month ago | Report Abuse

pang72 @ hold tight both Teoseng, LHI

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1 month ago | Report Abuse

buy LHI now which is Alternative to Teo Seng.

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1 month ago | Report Abuse

hope TP 0.95 & hold tight

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1 month ago | Report Abuse

StartOfTheBull @ Right !!!!!

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1 month ago | Report Abuse

2024-02-19 LHI TP 0.95

LEONG HUP INTERNATIONAL BERHAD
0.665 0.95 +0.285 (42.86%) BUY AmInvest

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1 month ago | Report Abuse

accumulating more LHI now....

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1 month ago | Report Abuse

AMINVEST reiterate our ‘buy’ call on Leong Hup with an unchanged fair value of 95 sen a share, pegged to its financial year 2024 price-earnings multiple of 11 times,” AmBank Research noted.

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2 months ago | Report Abuse

PMB Silicon is located in Samalaju Industrial Park Sarawak, in an area regulated by the Department of Environment Malaysia. It is built within an area planned for five phases of development and facilitated by two purpose-built ports.

Sarawak is also blessed with high annual rainfall and an abundance of rivers that provide affordable and renewable energy to power our plant. There is also an abundance of high-quality raw materials to ensure our supply chain is never disrupted.

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2 months ago | Report Abuse

In 2017, we introduced PMB Silicon into our portfolio. Operating from Sarawak, Malaysia, our plant uses renewable energy (hydroelectric) and follows strict industry and sustainable practices in our manufacturing process. The Group’s vision is to become a global player in the production of silicon metal and aluminium fabrication industry.

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2 months ago | Report Abuse

在未来5到10年内,金属硅市场需求将继续稳步增加。随着汽车在越来越多的地方普及,铝合金行业对金属硅用量将继续增加。此外,化工行业也将成为金属硅需求增加的主要动

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2 months ago | Report Abuse

“金属硅”(也称工业硅)是20世纪60年代中期出现的一个商品名称,它的出现与半导体行业的兴起有关。国际通用做法是把商品硅分成金属硅和半导体硅。金属硅(Si)是工业提纯的单质硅,主要用于生产有机硅、制取高纯度的半导体材料以及配制有特殊用途的合金等

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2 months ago | Report Abuse

108,000 MT Annual Capacity

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2 months ago | Report Abuse

PMB Silicon is located in Samalaju Industrial Park Sarawak, in an area regulated by the Department of Environment Malaysia. It is built within an area planned for five phases of development and facilitated by two purpose-built ports.

Sarawak is also blessed with high annual rainfall and an abundance of rivers that provide affordable and renewable energy to power our plant. There is also an abundance of high-quality raw materials to ensure our supply chain is never disrupted.

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2 months ago | Report Abuse

In 2017, we introduced PMB Silicon into our portfolio. Operating from Sarawak, Malaysia, our plant uses renewable energy (hydroelectric) and follows strict industry and sustainable practices in our manufacturing process. The Group’s vision is to become a global player in the production of silicon metal and aluminium fabrication industry.

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2 months ago | Report Abuse

在未来5到10年内,金属硅市场需求将继续稳步增加。随着汽车在越来越多的地方普及,铝合金行业对金属硅用量将继续增加。此外,化工行业也将成为金属硅需求增加的主要动

Stock

2 months ago | Report Abuse

“金属硅”(也称工业硅)是20世纪60年代中期出现的一个商品名称,它的出现与半导体行业的兴起有关。国际通用做法是把商品硅分成金属硅和半导体硅。金属硅(Si)是工业提纯的单质硅,主要用于生产有机硅、制取高纯度的半导体材料以及配制有特殊用途的合金等

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2 months ago | Report Abuse

accumulating more

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2024-01-03 12:33 | Report Abuse

Aaron _tan came here Keh Poh

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2023-09-21 00:42 | Report Abuse

Experts discuss stocks
*****Rising stocks: PMB Technology Resistance RM3.27

September 21, 2023
The daily stock price trend of PMB Technology (PMBTECH, 7172, main board industrial stock) showed a technical rebound trend on September 20, closing at RM3.17, up 10 sen or 3.26% on a daily basis. The stock may rise to the 3.18-3.27 ringgit level in the short term.

20/09/23 Quotes

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2023-09-21 00:38 | Report Abuse

行家论股
上升股:齐力科技 阻力RM3.27

2023年09月21日
齐力科技(PMBTECH,7172, 主板工业股)的日线股价趋势于9月20日间显现着一段技术反弹走势,闭市时报3.17令吉,按日涨10仙或3.26%。短期间该股或会上挑3.18-3.27令吉水平。

20/09/23行情

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