Battery Next: EVs to use silicon, solid state for next-generation batteries
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-evs-to-use-silicon-solid-state-for-next-generation-batteries-75864189

https://pmbtechnology.com/home

https://pmbtechnology.com/home

Silicon Metal Market: Growing Demand for Electronic Devices and Solar Panels to Drive Growth
https://www.linkedin.com/pulse/silicon-metal-market-growing-demand-electronic-devices-melissa-keskar

Battery Next: EVs to use silicon, solid state for next-generation batteries
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-evs-to-use-silicon-solid-state-for-next-generation-batteries-75864189

Silicon Metal Market: Growing Demand for Electronic Devices and Solar Panels to Drive Growth
https://www.linkedin.com/pulse/silicon-metal-market-growing-demand-electronic-devices-melissa-keskar

Battery Next: EVs to use silicon, solid state for next-generation batteries
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-evs-to-use-silicon-solid-state-for-next-generation-batteries-75864189

Silicon is more widely used as a semiconductor material than germanium for a few reasons. One of the main reasons is that silicon is more abundant and therefore cheaper to produce. Additionally, silicon has a higher melting point and better thermal stability than germanium, which makes it more suitable for use in high-temperature and high-power applications. Silicon also has a wider bandgap than germanium, which allows for better performance in electronic devices such as transistors and solar cells. Finally, silicon has been extensively studied and developed for many years, which has led to a greater understanding of its properties and a more mature technology for its use in electronic devices.

In some applications, gallium in arsenide wafers can replaced by silicon or indium, according to USGS. "Silicon can be a less-expensive substitute for germanium in certain electronic applications," according to USGS

https://www.bloomberg.com/news/articles/2023-07-03/china-to-restrict-exports-of-metals-critical-to-chip-production

南洋行家论股
热门股:齐力科技上挑RM4.32
Tan KW
Publish date: Sat, 17 Jun 2023, 03:14 AM

行家建议：

我们了解到，神通网络的汽车业务贡献，到了2023财年次季和第三季，在原材料短缺的拖累下，可能下滑8%至15%。

不仅如此，Stellantis汽车制造商的油箱等订单，比起原先的300至400套，也大幅减少至200至300套。

尽管如此，我们依旧乐观看待该公司的汽车业务表现，在全年依旧能按年增长31.6%，至2090万令吉，而净赚幅预计在12至18%左右。

至于医疗业务方面，伴随着公司的销售恢复到正常水平，加上今年会推出3个新产品，且放眼1至3年内将推出20个新产品，预计持续提振贡献。

就整体而言，我们看好神通网络，主要是公司拥有长达10年之久的合作伙伴，因此能不间断接收公司的新产品。

不仅如此，公司在未来1至2年拥有稳定订单、一系列扩张计划，以及拥有稳健的资产负债表等。

综合以上，我们继续维持“买入”评级，目标价1.85令吉

齐力科技（PMBTECH，7172， 主板工业股）的日线股价趋势，于6月16日显现一段技术反弹走势，闭市时报4.01令吉，按日涨31仙或8.38%。短期间该股或会上挑4.02-4.32令吉水平。

16/06/23行情
闭市：4.01令吉
起落：+31仙
成交量：9,300宗
最高：4.01令吉
最低：3.68令吉
本益比：40.020倍
毛周息率：--
52周最高：5.27令吉
52周最低：2.41令吉

wow 4.01

WOW wow wow big DATO' KOON POH TAT -PMETAL- Acquisition from open market

hold tight

hold tight good counter

wow

https://finance.yahoo.com/news/silicon-metal-global-market-report-141500908.html

Silicon Metal Global Market Report 2023: Surging Demand from the Solar Panel Industry Bolsters Growth
https://finance.yahoo.com/news/silicon-metal-global-market-report-141500908.html

Silicon Metal Global Market Report 2023: Surging Demand from the Solar Panel Industry Bolsters Growth
https://finance.yahoo.com/news/silicon-metal-global-market-report-141500908.html

PMB Technology extends MOU with Sabah Oil & Gas Development Corp to explore potential land acquisition for silicon metal plant
https://www.theedgemarkets.com/node/661142

hold tight

Next QR | Est. Ann. Date
Est 25-Nov-2022

hold tight

come here kacau kacau

NgWS90@ hold tight for long term

cheers !!!!

https://www.thestar.com.my/business/business-news/2022/09/01/healthy-prices-drive-up-pmb-technology-profit

sour grapes haha

Micheal Kwok @ don't jealous

25th Aug 2022
Trading Stocks today:



PMB Technology (7172)* (RM3.51): Technical Buy
Targets: RM3.90, RM4.00
Stop: RM3.05

Huat ah

Supercomnet Technologies - Well-Equipped With Various Growth Components
rhbinvest
Publish date: Tue, 16 Aug 2022, 10:25 AM

FV of MYR1.80 based on 36x FY23F P/E. We like Supercomnet Technologies for its niche exposure to the medical and automotive component supplier space. Given the rising demand for healthcare products and services, as well as various technology breakthroughs in the global medical industry, we think demand for medical devices will continue to grow over the longer term. This company has no comparable peers. Our FV is based on a 36x P/E, given its historical P/E range of 35-38x during the pre- pandemic period.

Strong orders for medical devices to drive earnings growth. The high- margin medical segment will remain SCT’s key earnings driver. Overall pipeline orders for Edwards Lifesciences Corp and Ambu have increased, while production of the declotting device for Customer M has also started since July – monthly volume is expected to rise as production becomes smoother in 4Q22 after securing a sufficient supply of materials. Production of the IHS Syringe Infusion System will also start in October as the US Food and Drug Administration (FDA) approval and CE Mark have already been obtained.

Wire harness and fuel tank orders to expand to supply for another European car model. SCT is the only supplier of the wire harness and fuel tank for a European car model in the Asia-Pacific region. Apart from the existing three models, the company will also start supplying wire harness and fuel tank for another model of the same brand beginning 3Q next year.

Potential M&A opportunities to accelerate growth opportunities. We understand that management is exploring M&A opportunities within the region to further expand its medical device offering of the company. If the target company is transacted at a reasonable valuation, we think SCT’s earnings trajectory will be exciting, and this could potentially boost the company’s market cap and valuation moving forward.

Imminent transfer to the Main Board. The company is in the midst of seeking a transfer of its listing to the Main Board from the ACE Market. This exercise is expected to be completed in 4Q22. We believe this may help to lift investor interest on the stock – which may lead to a re-rating – since investable medical technology stocks are scarce on Bursa Malaysia.

Expect FY22F earnings to grow at 34%. Given the pipeline production, particularly for the medical segment, we estimate FY22F-23F earnings to grow at 34% and 20%. 1Q22 earnings already achieved MYR7.4m, and we think earnings in the coming quarters should be stronger QoQ, given production volume for most medical products is back-loaded. With the improvement in earnings, we believe DPS will also rise accordingly, maintaining a payout ratio within the 40% region.

11. What is the estimated timeline in connection with the availability of the hydropower in
Sawarak?
Answer:
The CEO responded that due to the delayed of the contract on the hydropower
development in Sarawak, there will have no additional power supply until the year of
2027 or 2028.
12. What is the impact of the rising of China suppliers in global market supply of the
silicon?
Answer:
The CEO responded that China is generating more solar power for their own utilisation.
Despite of the less favourable market sentiment recently, the Company is still able to
manage its production cost and sale at competitive price.
13. Forced labour issue being one of the major concerns in the international market, what
is the view of the Company?
Answer:
The CEO responded that the Company is aware on the relevant issue and has been
allocating resources to ensure that the Company is in compliance with the rules and
regulation. Tan Sri Dato’ Chairman also emphasised that the Company understands the
importance of not only to comply with the local requirements but also to practice as per
the global standard and requirement on the aforesaid issue, as an exporting company /
International player.
14. What are the various grade of the silicon metal available in the market?
Answer:
The CEO had briefed the general type of silicon, grade and its usage in different
industry according to the purity and its demand in the market.
15. Would the Company consider to diversify its customers to different region other than
Asia countries?
Answer:
The CEO responded that the Board believes in having a diversified profile of customers
to reduce concentration risks.
16. What is the target timeframe for the next phase of silicon plant?
Answer:
The CEO responded that the silicon plant is targeted to operate two new furnaces by
third quarter of year 2023, where first furnace is expect to be completed in 1st Quarter
2023 and another is expected to be done in the third quarter of 2023.
Page 14 of 14
PMB Technology Berhad
Registration No. 200201016594 (584257-X)
Minutes of the Twentieth Annual General Meeting held on 16 June 2022
17. How the maintenance for the furnaces in silicont plant is scheduled?
Answer:
The CEO responded that there will have major maintenance and regular maintenance.
Major maintenance will require to shut down the furnaces for about one or two months
and regular maintenance will require to shut down the furnaces for one or two days.
The maintenance of the furnaces will be conducted by batches in order to ensure that
the production is as per scheduled.

6. Will the Company have the competitive advantage on the ‘green’ silicon and less
carbondised product?
Answer:
The CEO responded that the market is tend to promote ESG and most of the companies
having their own ESG programme to reduce the carbon footprint in their supply chain
and etc. The Company is confident that the demand on green product will be increased
in the future.
7. Does PMB Technology Berhad have a hedging policy like Press Metal Aluminium
Holdings Berhad?
Answer:
The CEO responded that as of current, the Company has only been hedging on sale in
term of Foreign Exchange Currency mainly USD. The hedging for silicon metal is not
available at the moment.
8. Based on your opinion, what is the estimated time for United States to build or rebuild
its solar polysilicon plants?
Answer:
The CEO responded it is not difficult for them to build or rebuild the solar polysilicon
plants but it is common that they will have their protection measures.
9. How the Company deals with the global inflation?
Answer:
The CEO responded that the Company is consistently trying its best to bring down the
cost as low as possible by maintaining economies of scale.
10. What is the Company’s current market position?
Answer:
The CEO responded that the Company is at lower quartile in term of production as
compared to other suppliers other than China’s producer, the Company is on par of all
other best producers.
Tan Sri Dato’ Chairman also emphasised in relation to the prospect that the energy cost
is elevating, thus to secure new power/energy contract in long term basis will help the
Company to control the cost of production effectively. Moreover, greener source of
energy will be a market trend and this will increase the green product’s demand.

Questions raised by shareholders/proxies and attended by the CEO:-
1. What is the reason for the plan of developing silicon plant in Sabah in terms of the
power requirement in Sabah?
Answer:
The CEO responded that the reason for the plan is due to the depletion of electricity
power in Sarawak which will be insufficient for the Company’s development in heavy
industry. The next availability of hydropower in Sarawak will be in year 2027. The
CEO elaborated that Sabah does not have sufficient power for heavy industry but Sabah
has plenty of natural gas to generate addition power. The Company is in the midst of
conducting negotiations with Sabah State of Government for the plan.
2. What is the future plan for the usage of 124 acres land in a newly acquired subsidiary
i.e. Asia Advanced Materials Sdn Bhd?
Answer:
The CEO responded that the the said land is located opposite of the current silicon plant
in Sarawak and it is for future expansion.
3. How can we identify an excellent Management team as Koon’s family in term of their
efficiency against the benefits as a shareholder?
Answer:
The CEO responded that they have been practicing prudently in making business
decision whereby the Management will always study the background and conduct
proper research on every business opportunity. The Management constantly focus on
cost and efficiency even with the fact that the silicon price is uncontrollable. The
Chairman further reiterate that there are various factor such as the business decision,
effort of management and employees, and the family value between the Executive
Directors of the Company as well as support from local authorithy.
4. How is the market among United States supplier, European countries supplier and
China supplier would affect the Company?
Answer:
Supplying to United States and European countries by China are subject to their antidumping duties. The Company also views that United States is a cautious place to trade
as there is a possible threat of anti-dumping and barriers which would harden the trade.
5. Why there are only 10% of the sale of the Company was derived from United States?
Answer:
The CEO responded that the sale to United States is low as compared to Europe and
Asia market. The Company is confident in the increase of silicon’s demand in United
States market due to its various usage and with the recovery of automobile industry in
United States and European countries.

PMB Technology Berhad
Registration No. 200201016594 (584257-X)
Minutes of the Twentieth Annual General Meeting held on 16 June 2022

PMB Technology Berhad
Registration No. 200201016594 (584257-X)
Minutes of the Twentieth Annual General Meeting held on 16 June 2022

11. What is the estimated timeline in connection with the availability of the hydropower in
Sawarak?
Answer:
The CEO responded that due to the delayed of the contract on the hydropower
development in Sarawak, there will have no additional power supply until the year of
2027 or 2028.
12. What is the impact of the rising of China suppliers in global market supply of the
silicon?
Answer:
The CEO responded that China is generating more solar power for their own utilisation.
Despite of the less favourable market sentiment recently, the Company is still able to
manage its production cost and sale at competitive price.
13. Forced labour issue being one of the major concerns in the international market, what
is the view of the Company?
Answer:
The CEO responded that the Company is aware on the relevant issue and has been
allocating resources to ensure that the Company is in compliance with the rules and
regulation. Tan Sri Dato’ Chairman also emphasised that the Company understands the
importance of not only to comply with the local requirements but also to practice as per
the global standard and requirement on the aforesaid issue, as an exporting company /
International player.
14. What are the various grade of the silicon metal available in the market?
Answer:
The CEO had briefed the general type of silicon, grade and its usage in different
industry according to the purity and its demand in the market.
15. Would the Company consider to diversify its customers to different region other than
Asia countries?
Answer:
The CEO responded that the Board believes in having a diversified profile of customers
to reduce concentration risks.
16. What is the target timeframe for the next phase of silicon plant?
Answer:
The CEO responded that the silicon plant is targeted to operate two new furnaces by
third quarter of year 2023, where first furnace is expect to be completed in 1st Quarter
2023 and another is expected to be done in the third quarter of 2023.
Page 14 of 14
PMB Technology Berhad
Registration No. 200201016594 (584257-X)
Minutes of the Twentieth Annual General Meeting held on 16 June 2022
17. How the maintenance for the furnaces in silicont plant is scheduled?
Answer:
The CEO responded that there will have major maintenance and regular maintenance.
Major maintenance will require to shut down the furnaces for about one or two months
and regular maintenance will require to shut down the furnaces for one or two days.
The maintenance of the furnaces will be conducted by batches in order to ensure that
the production is as per scheduled.

PMB Technology Berhad
Registration No. 200201016594 (584257-X)
Minutes of the Twentieth Annual General Meeting held on 16 June 2022
6. Will the Company have the competitive advantage on the ‘green’ silicon and less
carbondised product?
Answer:
The CEO responded that the market is tend to promote ESG and most of the companies
having their own ESG programme to reduce the carbon footprint in their supply chain
and etc. The Company is confident that the demand on green product will be increased
in the future.
7. Does PMB Technology Berhad have a hedging policy like Press Metal Aluminium
Holdings Berhad?
Answer:
The CEO responded that as of current, the Company has only been hedging on sale in
term of Foreign Exchange Currency mainly USD. The hedging for silicon metal is not
available at the moment.
8. Based on your opinion, what is the estimated time for United States to build or rebuild
its solar polysilicon plants?
Answer:
The CEO responded it is not difficult for them to build or rebuild the solar polysilicon
plants but it is common that they will have their protection measures.
9. How the Company deals with the global inflation?
Answer:
The CEO responded that the Company is consistently trying its best to bring down the
cost as low as possible by maintaining economies of scale.
10. What is the Company’s current market position?
Answer:
The CEO responded that the Company is at lower quartile in term of production as
compared to other suppliers other than China’s producer, the Company is on par of all
other best producers.
Tan Sri Dato’ Chairman also emphasised in relation to the prospect that the energy cost
is elevating, thus to secure new power/energy contract in long term basis will help the
Company to control the cost of production effectively. Moreover, greener source of
energy will be a market trend and this will increase the green product’s demand.

Questions raised by shareholders/proxies and attended by the CEO:-
1. What is the reason for the plan of developing silicon plant in Sabah in terms of the
power requirement in Sabah?
Answer:
The CEO responded that the reason for the plan is due to the depletion of electricity
power in Sarawak which will be insufficient for the Company’s development in heavy
industry. The next availability of hydropower in Sarawak will be in year 2027. The
CEO elaborated that Sabah does not have sufficient power for heavy industry but Sabah
has plenty of natural gas to generate addition power. The Company is in the midst of
conducting negotiations with Sabah State of Government for the plan.
2. What is the future plan for the usage of 124 acres land in a newly acquired subsidiary
i.e. Asia Advanced Materials Sdn Bhd?
Answer:
The CEO responded that the the said land is located opposite of the current silicon plant
in Sarawak and it is for future expansion.
3. How can we identify an excellent Management team as Koon’s family in term of their
efficiency against the benefits as a shareholder?
Answer:
The CEO responded that they have been practicing prudently in making business
decision whereby the Management will always study the background and conduct
proper research on every business opportunity. The Management constantly focus on
cost and efficiency even with the fact that the silicon price is uncontrollable. The
Chairman further reiterate that there are various factor such as the business decision,
effort of management and employees, and the family value between the Executive
Directors of the Company as well as support from local authorithy.
4. How is the market among United States supplier, European countries supplier and
China supplier would affect the Company?
Answer:
Supplying to United States and European countries by China are subject to their antidumping duties. The Company also views that United States is a cautious place to trade
as there is a possible threat of anti-dumping and barriers which would harden the trade.
5. Why there are only 10% of the sale of the Company was derived from United States?
Answer:
The CEO responded that the sale to United States is low as compared to Europe and
Asia market. The Company is confident in the increase of silicon’s demand in United
States market due to its various usage and with the recovery of automobile industry in
United States and European countries.

#PMBTECHAGM
【SHARIX】 PMBTECH 2022 AGM 摘录

主要业务：

✅ 主要从事生产和销售金属硅（Silicon metal）
✅ 铝制品下游业务


股东大会摘录：
1) 营业额分布
答： 50%亚洲，40%欧洲，10%美国


2）劳工ESG问题
答：符合与遵守国际水准，谨慎处理

3）为何选择扩张到Sabah
答：Sarawak 州的Bakun Dam 水坝供给重型工业的供电量余额预计剩下不多，下一个水坝可能2027 年之后才建好了，所以公司。

与Sabah 州政府的合作，主要是配合”Sabah Maju”政策，通过引进一些工业，提升工作机会，但目前沙巴州本身面临的是设施和电力不足。
因此公司在投资沙巴的前提是必须拿到便宜的能源价格，在天然气的优惠价格谈判需要三方沟通（中央政府，沙巴政府以及Pmbtech）， 因此预计需要一些时间


4）砂拉越本土扩张
答：买了一块地（已经夷为平地），位置在目前工厂的对面而已，备用等2027 年之后（当砂拉越新水坝建立好），有足够的电力，才发展。


现在Phase 3 的扩张，预计明年的3月份建成，6月份投产，增加两个熔炉，产能提高 50%

（之后还可以做 Phase 4， Phase 5）

5）产品需求
答：整体需求多元化，汽车工业使用非常多的silicon，半导体、光伏领域也是、建筑…
母公司Pmetal在合成铝的时候也用到许多的silicon


6）生产成本
答：生产成本可以与世界上的大生产商（比如ferroglobe）媲美

在这行无法控制产品价格，因此企业的盈利很大程度上取决于生产成本的控制，主要来自原料采购、原料供应，还有电源

砂拉越符合了以上大多需求

7) 生产线维护
答：有分为大维护、小维护
大维护： 停机1-2 个月
小维护：停机 1-2 天
公司并不会同时后shut down 全部生产线，都会有计划的进行


8）生产技术
答：PMBTECH刚入行不久，还在learning curve，目前生产的品种大多数是silicon metal 421， 随着时间推移，往后可以生产纯度更高的




总结：
PMBTECH 长远来说，是一家还会继续成长的公司，值得长期追踪，因为生意模式和管理层都证实成功了。

由于销售价格下滑，加上预计经济开始走缓，估计今年的盈利大约在 RM 140 mil -RM 160 mil 左右，EPS 在12-13 sen 左右。

个人认为下一波盈利成长，应该会在2023 年年底。

产能的扩张以及管理层的良好经营信用也是公司长期成长的一个信心保证。

hope asap

next month ?

so far ok, strong of R&D team

https://youtu.be/5uzrddDGzso

YouTube link: https://youtu.be/5uzrddDGzso (Eng & Chi subtitles)
The Power Talk with Supercomnet Technologies Bhd
神通科技是在近年崛起的医疗器材生产商。这家市值近10亿令吉的马股上市公司受到来自欧美大型上市公司的庇护，过去5年的盈利表现直线上扬，更受到各大机构投资者的青睐。
我有幸前往吉打双溪大年与大股东 -- 薛氏家族及 Eng Chuan Lim 进行了这个深入的专访。究竟这家公司有什么来头，我们且听听大股东们怎么说

crazy HamsterHuat and DannyArcher ...Both you talking to oneself haha

TanDavid88@ pls ignore him