"We are optimistic that the group will report a favourable performance for the second half year of 2017, on the back of a strong recovery in the Malaysian economy, despite the increased competition we are facing as the market liberalises," LPI said.

"The group recorded a lower profit before tax of RM89.2 million, as compared to RM232.5 million in the corresponding quarter in 2016, mainly due to the non-recurring realised gains of RM150.4 million on disposal of investment in quoted equities in the same period last year, from the investment holding segment," LPI said.

consider good QR and better of 27 cents div compared 25 cents

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=8824

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=8891

http://klse.i3investor.com/blogs/kianweiaritcles/125640.jsp

http://klse.i3investor.com/blogs/kianweiaritcles/125640.jsp

why no trading? suspended for announcement?

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5446557

http://klse.i3investor.com/servlets/ptres/40517.jsp

50% in a day

go for PetronM-CC

dont care 8,10, 12 cent EPS.....it is still good QR.Mid term by year end RM4, 2018 RM5, 2019 RM6.....what to worry....

wau wau!!!

free bonus 1:1; new TP RM3

达证券上调该公司2017至2019财政年的盈利表现，预期盈利可走高9.7%、10.5%及5.5%。评级维持“买进”不变，目标价从2令吉8仙调高至2令吉74仙，本益比则从10倍调高至12倍。

wow!!!go for wb....

Indsider good news to be announced soon....RM2.5 next target

大马铝业 一大三小
















大马铝业市场有限，
以前基本只是下游加工和应用厂商的天下，
直到2007年8869Pmetal
前往砂劳越沐胶Mukah的万年烟
和民都鲁的沙马拉汝 Samalaju，
设立了两间炼铝厂，往上游发展。
这使得大马在世界的铝业有了一席之地。

至于为什么选择砂劳越这两个地点，
那是因为砂劳越能源走廊计划 (SCORE)，
提供了确定的廉价能源，
而炼铝厂最需要的就是廉价能源。

90年代老马的巴昆水坝，
加上过后州政府依样画葫芦，
大兴多座水坝，
使得砂劳越有大量的过剩廉价能源。

此外，这两个地点靠海，
有码头可以输入原料。
更有主要的民都鲁港口 BIPORT,适合出口。
战略来说，这地点正好处于澳洲原料出口国，
和中国印度大市场的中间必经之路。
可以最大程度的节省运输费用。

一大之后有三小， 分别是著名的
9326LBALUM, 7214ARANK,和2674ALCOM。
这三家和 8869 PMETAL 在大马都
涉及铝业下游业务.

铝业的下游用途很广，
基于重量只有钢铁的1/3，
而且抗生锈，加上价钱比较高，
所以用途跟钢铁不一样。

下游很多加工，更类似于钢铁扁钢行业的下游。
很多挤压，辊压和铸造成型的工序。
四家铝业有相同，也有各自的专攻方向。

大马没有飞机，高铁车厢，和跑车制造业，
所以铝业的下游用途于多偏向建筑物外观和装修用途，
家私业， 电机和电子组件等等。
另外的服务包括涂漆上色， 阳极化处理等等。

Lbalum 廖兄弟制铝的营业额
大约年营业额4亿左右。
算是比较多元的铝业下游厂商。
挤压加工， 服务，制造铝的部件都有涉及。

对比Pmetal, Arank 只是一个很小
的铝坯生产贸易商。也有挤压业务。
年营业额5亿左右。
Lbalum 持有一些Arank的股份。
廖老板也再在Arank的董事局里。

Alcom 专攻铝卷，就是扁材。
年营业额3亿左右
铝的建材多，尤其是屋顶建材
百叶窗和地板花纹板。
也涉及铝箔片，电子部件，和橱具。

这4家铝商的库存和PBT，
Pmetal 8-9亿，PBT/Revenue= 10-11%
Lbalum 8000万，PBT/Revenue= 6%
Arank 3000万, PBT/Revenue= 4%
Alcom 5000万, PBT/Revenue= 5-7%

三小做的主要是国内业务，
而Pmetal出口占了最大比例，
是以世界为市场。

但是做了这份研究，
注意到Pmetal 的库存，
也只比Annjoo 多少许。
但是营业额比Annjoo
多了3倍以上。
所以，Pmetal的库存turnover 比较好.

无论如何，Pmetal的PBT/Revenue
输给Annjoo.
在铝和钢铁好价的同时，
Annjoo的PBT/Revenue 高于12%。
派息来说也是Annjoo胜一筹。

不管怎么说，Pmetal主要是出口到外国市场，
而Annjoo是以国内为市场。
所以Pmetal 的未来规模将会巨大无比。

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=4427

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=4427

last chance to add more!!!

http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=7214

ARank size and QR quite similar to LB, so LB must able to be RM1.15 minimum after next excellent QR out

KSL-CG...YES

LBALUM can collect also....very low PE and potential to go higher RM1

RM1 can be achieved by March...last chance to buy now at low price

moving up now.....

ready to shot up.....last chance to buy....next TP RM1.6

Next week RM2.5

yes....bonus issued....the MD told me.

Tomorrow will up again, Masteel bad QR means SST can be better as they competitors.... means Masteel orders took over by SST

http://asia.nikkei.com/Markets/Commodities/Iron-ore-soaring-as-China-s-imports-surge

run....QR no good...insider told....will drop back 0.2

http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=7052

control indirectly...

OSK is controlling the whole company....not minority...

https://www.facebook.com/search/top/?q=bpplas

http://klse.i3investor.com/blogs/bluefun/101011.jsp

next GE after BN loss, this will became plain paper

Source : KENANGA
Stock : POHUAT Price Target : 2.54 | Price Call : BUY
Last Price : 1.55 | Upside/Downside : +0.99 (63.87%)

keep for long term....

Public Mutual is having about 3.8 mil share

USD shot up is good sign for pohuat...good time to buy in

oil price low, Luchem is good....expected oil price will maintain low for the next few years....so this counter will continue achieve higher profit

great time to collect more....will shot back to RM1.8 before next QR

http://klse.i3investor.com/blogs/kianweiaritcles/98382.jsp

WA will go RM1

RM2 is coming now....

WA will go above RM1 before QR....more profit to go for WA

heading to RM2 & WA will back to RM1 very soon as Liihen aldy back to the peak point....Pohuat shall follow the same