Posted by Bystander123 > 2018-02-28 13:37 | Report Abuse

looks like testing triple bottom, whc is very +ve, going forward

Posted by Guardize > 2018-02-28 15:55 | Report Abuse

the fact is there. this q add 1more short term loan. revenue up but net profit need to minus interest. this only my view i might be wrong

Posted by Bystander123 > 2018-03-01 14:33 | Report Abuse

buy Q 1590 at 80 sen, big brothers see value ! just buy n keep..if got seller..

Posted by Bystander123 > 2018-03-01 14:33 | Report Abuse

rebound shd b coming v soon

Posted by mcheat > 2018-03-02 09:16 | Report Abuse

This set of results is fantastic compared to the results in amokao's time. But not good enough for its shareholders, I suppose...

Posted by yuanlong57 > 2018-03-02 12:02 | Report Abuse

Shares in steel related companies came under pressure on Friday after President Donald Trump said the US will implement tariffs on steel and aluminium imports next week.
http://www.klsescreener.com/v2/news/view/348885

Posted by JW Leong > 2018-03-02 15:25 | Report Abuse

Alcom didnt export to US as i knw

Posted by JW Leong > 2018-03-02 15:27 | Report Abuse

Pls do correct me if im wrong

Posted by Bystander123 > 2018-03-02 15:49 | Report Abuse

@JW LEONG, U ARE RIGHT.. ALCOM supply only to Asia Pacific

We are the pioneer and leading supplier of aluminium rolled products in Asia Pacific Region.

Our Expertise
Our Expertise From aluminum building structures and architectural facades to aluminium coil sheets, bare and pre-coated finstocks for the air conditioning industry, heavy gauge foil, to stamps parts for flat-screen TVs, ALCOM is leading the way in creating products that showcase the light, bright and beautiful appearance of our metal.

We are opening up new applications for existing and new customers with the increased demand and diverse applications for aluminium, and we are doing so by leveraging our technologically sophisticated assets and our unique combination of talent and expertise.

Posted by Bystander123 > 2018-03-02 15:51 | Report Abuse

http://alcom.com.my/main/products.php?cat=22

Posted by Bystander123 > 2018-03-02 15:53 | Report Abuse

ALCOM is the leading manufacturer of aluminium rolled products in Malaysia and the surrounding region. With an output capacity of about 30kt per annum, ALCOM has a sizeable market in the ASEAN region, besides the North African and Middle Eastern regions. Almost half of ALCOM's annual production is exported to markets in Thailand, Singapore, Brunei, Philippines, Vietnam, Taiwan, Hong Kong, Japan, South Korea, Middle East, Egypt and Australia.

Posted by Bystander123 > 2018-03-02 15:53 | Report Abuse

http://www.alcom.com.my/main/profile.php

Posted by Bystander123 > 2018-03-02 15:55 | Report Abuse

just BUY n keep, but when rebound to 85 or more, take some trading profit..

Posted by Bystander123 > 2018-03-02 15:58 | Report Abuse

got big brother Q 79 , 2295 lots, collecting ...

Posted by The_Reds > 2018-03-02 17:54 | Report Abuse

70% of Alcom market are in Malaysia, Thailand and India. The rest of it comes from Europe, Middle East and other parts of Asia.
Alcom will not be affected by the US tariffs directly

Posted by Bystander123 > 2018-03-02 18:47 | Report Abuse

Thks !

Posted by sleang > 2018-03-02 22:06 | Report Abuse

there will be indirect impact i guess, with China now may export much less Aluminium to the US, they will turn to other countries to export to, eg. Malaysia. I'm not sure if Malaysia has any tariffs on Alu. imports, if there is not, then yes, Alcom will be impacted indirectly.

Posted by Bystander123 > 2018-03-02 22:50 | Report Abuse

Yes, big business always got new challenges, that's why a top caliber experienced BOARD n mgmt gives us small holders confidence , to keep n add to our holdings, at this cheap cheap price, notice the low sell Q n bigger buy Q

Posted by Bystander123 > 2018-03-05 08:54 | Report Abuse

Let’s not b unduly worried, we stick to our roles as armchair would b chairman n let the BOARD deal wit t real issues, we pay them well to do their jobs one...

Posted by JW Leong > 2018-03-06 15:41 | Report Abuse

Sleeping counter.bored!

Posted by Bystander123 > 2018-03-06 18:06 | Report Abuse

Yes, underperforming, if by end of this week, still sleeping, i will start to reduce exposure to this stk, in stages n switch to other stks.

Posted by Bystander123 > 2018-03-06 18:09 | Report Abuse

Expected the EGM date to be set by now, maybe mgmt want to get all the approvals for the property project done 1st

Posted by Bystander123 > 2018-03-06 18:25 | Report Abuse

Dont expect ALCOM to go much lower, t share buyback could b triggered if drop further

Posted by Bystander123 > 2018-03-06 18:28 | Report Abuse

Anyway, to put in perspective, Tp of rm1.23 - rm1.50 , by holders, is for end of this yr,aftr EGM to approve BOARD’s new initiatives

Posted by Bystander123 > 2018-03-07 11:10 | Report Abuse

If the market continue to go down like this, then ALCOM may actually outperform !
drop less than many favourites !!
so pls dont give up on ALCOM yet...
... its bouncing nicely at the rock bottom...

Posted by JW Leong > 2018-03-07 12:31 | Report Abuse

Lower n lower again..fed up!

Posted by Bystander123 > 2018-03-07 14:23 | Report Abuse

Yes, v. bad market 926 down, 124 up, 251 unc
everybody used to bull market, this is what down market looks like..market risk..
either hold tight for storm to pass or start to reduce exposure...

Posted by Bystander123 > 2018-03-07 14:24 | Report Abuse

if not on margin..option 1 is preferred, never use margin to trade..double pressure...

Posted by Bystander123 > 2018-03-07 19:22 | Report Abuse

Review of ALCOM YTD : 7.3.18 closing price 76.5 sen

2/1/18 closing price = 85 sen , - 10% (based on 2018 1st trading day closing price)
8/1/18 highest price = 1.08 - 29.2% (if bgt at highest)

compare with other counters in your portfolio, how does ALCOM fare in this down market ?

ALCOM latest eps 7.24 sen (3 qtrs only, chg fin. yr)

new story just beginning...

Posted by Bystander123 > 2018-03-07 19:34 | Report Abuse

In view of confirmed continuing headwinds at macro level in 2018 ,( supercede PR14 n company micro factors) , there is urgency to look at our cash levels.If at 100% invested, will have lot of stress, suggest , pls bring down to 50-60% level , keep cash high at 40-50%.
can be deployed to take short term trading position on oversold stocks with good FA , such as MASTEEL, HIBISCUS, Can monitor TA, TAGLOBAL, MAGNUM for opportunity to enter at lows.
. pls avoid HENGYUAN, PETRONM unless you can do intraday, contra trade.

looks like still need patience with ALCOM., so suggest reduce exposure, until it starts to move again.

Just my views, good luck to all.

Posted by Raul > 2018-03-08 09:17 | Report Abuse

Alcom already very low. More than 300% lower that it peak. With strong QR, alcom will rise. But dnt know when. Just a matter of time

Just look at KSSC last 2 days.

Posted by The_Reds > 2018-03-08 19:55 | Report Abuse

strong qr won't attract investors back to here, u need a new catalyst plus impressive qr

Posted by The_Reds > 2018-03-08 19:58 | Report Abuse

the diversification into property sector is a new catalyst, but investors won't buy into it until it starts contribute to the company's profit

Posted by Raul > 2018-03-09 09:03 | Report Abuse

Hopefully price will go up..
Happy investing:)

Posted by Bystander123 > 2018-03-09 12:57 | Report Abuse

@Raul & The_Reds
Thks for your guidance ,

Posted by Raul > 2018-03-09 16:37 | Report Abuse

Hope can close higher today:)

Posted by Bystander123 > 2018-03-09 17:05 | Report Abuse

Yes ! closed higher at 80 sen on v low selling vol. just lack of buying support, keeping ALCOM down.
ALCOM holders get renewed resolve to lock in n look forward to a better next week, haha !

Posted by Bystander123 > 2018-03-09 17:07 | Report Abuse

but today, got determined buying to nudged ALCOm higher by 3 sen, recovered 1/2 of its fall from 84 sen on 27/2. to low of 76 sen on 7/3.

Happy weekend all ALCOM holders !

Posted by alenac > 2018-03-09 23:53 | Report Abuse

US just imposed anti dumping tariffs on alum and steel. Other producers around the world can't sell to US will start dumping in Asia Pacific countries. Price should head south when this company will slowly lose market share overseas that will result in lower future profits.

Posted by Bystander123 > 2018-03-10 17:09 | Report Abuse

The new strategic plan to diversfy into niche property dev. shows that this BOARD is on top of things, they know the business challenges , already come out with alternatives before TRUMP come and kacau .
Let them solve the real business issue,we stick to our roles as armchair strategists n would be Charman..haha

Any business companies in BURSA free of headwinds ? would like some recommendations,thks !
10/03/2018 17:08

Posted by Bystander123 > 2018-03-10 17:11 | Report Abuse

@alenac
you were right though to delay invest in ALCOM, now get better price, although still not at your preferred 60 sen...

Posted by Bystander123 > 2018-03-10 19:22 | Report Abuse

The main profit contributions comes from exports of coated finstocks used in air-cond.
prospects for this sector continue to be bright, due to expected growth from increased air-cond sales, due to higher stds of living and global warming..(personal view)


extract /summary frm mar.2017 annual rpt :

OVERVIEW OF THE GROUP’S BUSINESS AND OPERATIONS

The Group has been an established aluminium manufacturer in Malaysia since 1960s
with more than 65% of its products being exported. The key business segments that the Group operates are in fin stock, building products, heavy gauge foil and specialties.

The improved profitability was largely due to the focus undertaken by Management in pursuing and growing our
coated fin stock business. In the period under review, the operations team effectively maximised the Coater Line 1
to its full production capacity to cater for the growth in coated fin shipment volumes which increased by 41% over
the last fiscal year. This resulted in the Group celebrating a historical double achievement milestone by recording the
highest monthly production and monthly sales volumes of coated fin in the financial year ended 31 March 2017. This
has set a new benchmark for the Group. The weakening of Ringgit by approximately 4% on average in the financial
year ended 31 March 2017 compared to FYE 2016 also had a positive impact on our export sales portion as it enabled
us to price our export products more competitively. In addition, the low metal premiums have contributed positively towards our margins.

Posted by Bystander123 > 2018-03-10 19:31 | Report Abuse

ANTICIPATED RISKS
A competitor in the ASEAN region is installing additional capacity to serve the coated fin market. This additional coated
fin capacity is expected to be coming up in year 2018. At the same time, our additional capacity is also expected to be
installed towards the third quarter of year 2018 and we would be well positioned to face the headwinds before us.
The growth in this segment especially in both Thailand and India will be able to absorb these additional capacities.
However, the competitive risk from China will remain our key concern depending on the outcome of safe-guards and
anti-dumping measures taken by various countries against Chinese suppliers.

FORWARD LOOKING STATEMENT
Looking to the financial period ahead, we expect our domestic market to remain challenging for the building and
construction industry. This will have an impact on both our Roofing and Specialty segments. Although our margin
will be challenged, nevertheless, we are expecting that the efforts we have put into the Roofing segment over the last
few years will sustain the growth we are projecting for this market. As for the Specialty segment, we will be selective
going forward and will rationalise our product offer in this market.
We believe fin stock segment will remain strong but it will be a very competitive market going forward. Some of our
key customers are expanding their manufacturing capacities in the markets we are pursuing. Geographically, we are
expanding ourselves to regions which we have not previously participated to capture a bigger market share globally
as we continue to grow our capacities over the next two (2) y

Posted by Raul > 2018-03-12 09:09 | Report Abuse

Pls keep going up:)

Posted by Bystander123 > 2018-03-12 10:41 | Report Abuse

let's spread the word ..ALCOM is worth more than NTA 89 sen, forumers experienced views, rm1.23-1.50 by year-end..
let's all raise l Sell price to min. 90 sen ..dont sell so low maa..limited free float left..keep tight tight.. when it moves, it will be gap up... hahaha..

Posted by Bystander123 > 2018-03-12 10:43 | Report Abuse

all ALCOM holders left are patient ..no hurry to sell..can wait for big fish (gain)..haha

Posted by Raul > 2018-03-12 13:52 | Report Abuse

Im happy to keep as long alcom can pay good dividend:)

Posted by Bystander123 > 2018-03-12 20:38 | Report Abuse

i think, ALCOM dividend record is good, as the co. always pay dividend when make profits.
for 2018, the potential share appreciation could overshadow any dividend, as the share price is at the lows..

Posted by Bystander123 > 2018-03-13 10:53 | Report Abuse

PLS REMEMBER NTA IS 89 SEN, will increase whn Qtr results to be ann. soon..
shd not sell for less than 90 sen maa..

Posted by Bystander123 > 2018-03-13 10:54 | Report Abuse

new +ve catalyst for rerating on the way...