MALAYAN CEMENT BERHAD

KLSE (MYR): MCEMENT (3794)

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Last Price

5.00

Today's Change

+0.04 (0.81%)

Day's Change

4.92 - 5.00

Trading Volume

306,000


2 people like this.

984 comment(s). Last comment by Cryptolover 1 month ago

Posted by investortrader88 > 2022-01-04 15:36 | Report Abuse

Managed to get some tickets at RM2.38 from my queue.good luck guys.

Posted by valuewood11 > 2022-02-24 19:32 | Report Abuse

Is thie quarter result good? How will it impact share price?

Ron90

3,734 posts

Posted by Ron90 > 2022-02-25 11:41 | Report Abuse

it reflect construction sector imprving.. cement is not for plantation or food..hehe

UncleFollower

1,111 posts

Posted by UncleFollower > 2022-02-26 20:14 | Report Abuse

Finally your 2.38 dont look too bad

investortrader88 Managed to get some tickets at RM2.38 from my queue.good luck guys.
04/01/2022 3:36 PM

Nepo

3,271 posts

Posted by Nepo > 2022-03-23 05:45 | Report Abuse

成本增逾30% 大马洋灰工业:无奈才调涨

大马洋灰工业(CIMA)董事经理沙鲁丁指出,目前洋灰价格的上涨是制造过程中使用的原材料价格上涨,尤其是国际市场上的煤炭价格。

https://www.enanyang.my/node/466623

Nepo

3,271 posts

Posted by Nepo > 2022-03-23 11:36 | Report Abuse

@investortrader88,
I see you here also, look like some of our investment methodology is quite alike..

Icon 888

2,215 posts

Posted by Icon 888 > 2022-04-06 01:19 | Report Abuse

Masuk la.. cement

nasgee

732 posts

Posted by nasgee > 2022-04-06 14:20 | Report Abuse

steadyyy cementtt...make it concrete solid...3 abv.

Posted by investortrader88 > 2022-04-06 18:37 | Report Abuse

Nepo

@investortrader88,
I see you here also, look like some of our investment methodology is quite alike..

2 weeks ago

Sorry late reply bro.just come to this forum.yes we hold some similiar stocks.

Nepo

3,271 posts

Posted by Nepo > 2022-04-07 11:50 | Report Abuse

Is
It's ok. We have bought below the right issue price RM 2.79, which is worth to keep for long-term

Posted by investortrader88 > 2022-04-07 12:41 | Report Abuse

@Nepo.yes bro.i will keep this recevory stock.

nasgee

732 posts

Posted by nasgee > 2022-04-08 09:40 | Report Abuse

yessss concreteee maaaa

Icon 888

2,215 posts

Posted by Icon 888 > 2022-04-13 22:39 | Report Abuse

Stingy

nasgee

732 posts

Posted by nasgee > 2022-04-21 09:13 | Report Abuse

vrommmm

Jack888

828 posts

Posted by Jack888 > 2022-04-21 09:37 | Report Abuse

I hope can touch 3.20 very soon.

Jack888

828 posts

Posted by Jack888 > 2022-04-22 16:27 | Report Abuse

Mcement hammer pattern....well supported MA9...next week should be doing something.

Posted by krutov258 > 2022-04-23 22:32 | Report Abuse

Bullish hammer ? @Jack888

Posted by ChongLeeWoon > 2022-08-06 00:35 | Report Abuse

Just realized the packaging bags of YTLCement is from KYM BHD subsidiary. Interesting.

dragon328

1,875 posts

Posted by dragon328 > 2022-10-04 14:47 | Report Abuse

To diversify from cyclic business, can take a look at MCement's parent YTL Corp which will benefit from surging earnings from MCement and rebounding hotel business in Japan, Australia, Singapore and Malaysia

https://klse.i3investor.com/web/blog/detail/dragon328/2022-10-02-story-h1650023261-YTL_The_Journey_Continues_to_the_Land_of_Rising_Sun

Nepo

3,271 posts

Posted by Nepo > 2022-10-31 16:14 | Report Abuse

Price risk
The domestic cement market was liberalised on 5 June 2008 by the
Ministry of Domestic Trade and Consumer Affairs after numerous
dialogue sessions with industry participants and other stakeholders.
With this liberalisation, cement is no longer classified as a strategic
industry and the cement selling price is now determined by market
forces and regulated by Anti-Profiteering Act and Competition Act
(MyCC) to prevent collusion.

Nepo

3,271 posts

Posted by Nepo > 2022-10-31 16:15 | Report Abuse

We are cautiously optimistic that the solid dynamics of the Group’s main markets remain intact and the key growth drivers, including
infrastructure requirements and demand for housing from urbanisation will continue to underpin demand growth in the longer term. The
consolidation of MCB and YTL Cement’s cement and ready-mixed businesses in Malaysia has bolstered the effectiveness and efficiency of
MCB’s operations. Our ability to deliver seamless solutions to our customers bodes well for the outlook of MCB and the industry going forward.

nasgee

732 posts

Posted by nasgee > 2022-11-10 14:36 | Report Abuse

cement price flyy oooo ....

nasgee

732 posts

Posted by nasgee > 2022-11-16 09:25 | Report Abuse

vrommm

dragon328

1,875 posts

Posted by dragon328 > 2022-12-06 15:32 | Report Abuse

for those interested in knowing more about YTL power business

https://klse.i3investor.com/web/blog/detail/dragon328/2022-12-06-story-h-303952239-YTL_Power_the_Rising_Power_in_Singapore

Posted by lionel messi > 2023-01-12 10:00 | Report Abuse

Watchout. Smart money is collecting this counter. Monopoly business and taking off of major infrastructure projects.

hng33

19,783 posts

Posted by hng33 > 2023-01-17 15:38 | Report Abuse

bought at 2.07

dragon328

1,875 posts

Posted by dragon328 > 2023-01-18 17:21 | Report Abuse

wow hng33 is sharp

Good gain by MCement today

hng33

19,783 posts

Posted by hng33 > 2023-01-19 12:26 | Report Abuse

Sold some at 2.16

hng33

19,783 posts

Posted by hng33 > 2023-01-19 12:52 | Report Abuse

Sold more at 2.18-2.19

hng33

19,783 posts

Posted by hng33 > 2023-01-19 14:41 | Report Abuse

Locked all profit

Posted by lionel messi > 2023-01-19 17:00 | Report Abuse

Superb closing today. Going to fly tmw.

Nepo

3,271 posts

Posted by Nepo > 2023-01-19 20:44 | Report Abuse

杨忠礼集团3公司 信用评级素质获肯定
https://www.chinapress.com.my/?p=3283176

observatory

1,017 posts

Posted by observatory > 2023-01-19 22:29 | Report Abuse

In 2019 YTL Cement acquired the company from Lafarge at RM3.75 per share. At the time of acquisition, the company already experienced 10 continuous quarters of losses. Right now the company is in a much better position.

dragon328

1,875 posts

Posted by dragon328 > 2023-01-19 22:34 | Report Abuse

The rating affirmation on MCement by RAM is well expected as MCement is in a much stronger position now after incorporating the cement business of YTL Cement, which collectively control 65% of the cement market in Peninsular.

With minimum capex going forward but strong operating cashflows, MCement will be able to pare down debts quickly or pay high dividends to its parent YTL Corp. With its credit rating reaffirmed by RAM now, MCement will choose to dividend out more once satisfying the debt cover ratio.

Good123

24,482 posts

Posted by Good123 > 2023-03-03 12:26 | Report Abuse

sure huatlah nanti :) add :)

Maintain BUY, TP: RM2.78. Maintain BUY with unchanged TP of RM2.78. Our TP is derived based on fully diluted target P/B multiple of 0.87x based on c.50% discount to 10 year P/B average (implies -1.5SD to 10 year mean). MCement trades at a depressed P/B multiple of 0.54x (more than -2SD below 10 year mean) implying most negatives are priced in. Downside risks: higher interest rates, mega project cancellations, prolonged high coal/electricity costs.

Source: Hong Leong Investment Bank Research - 24 Feb 2023

Good123

24,482 posts

Posted by Good123 > 2023-03-03 12:31 | Report Abuse

negara membangun, simen adalah mustahak... after pandemik, sektor pembinaan kembali aktif...

sesuai untuk pelaburan kini... harga juga rendah kini... tambah!!!

Good123

24,482 posts

Posted by Good123 > 2023-03-03 15:41 | Report Abuse

In his essay The Superinvestors of Graham-and-Doddsville Warren Buffett described how share prices do not always rationally reflect the value of a business. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price.

During five years of share price growth, Malayan Cement Berhad moved from a loss to profitability. Most would consider that to be a good thing, so it's counter-intuitive to see the share price declining.

Good123

24,482 posts

Posted by Good123 > 2023-03-03 16:17 | Report Abuse

bukan pn17...........NTA RM4.4+++ berbaloi harga terkini...

Good123

24,482 posts

Posted by Good123 > 2023-03-03 16:18 | Report Abuse

simen penting... takda simen tiada pembinaan

Good123

24,482 posts

Posted by Good123 > 2023-03-03 16:31 | Report Abuse

murah murah sapu mcement sebelum ia kian bertumbuh ekoran pembukaan ekonomi kita secara total

On May 2, YTL Cement entered into a sales and purchase agreement with Associated International Cement Ltd for the acquisition of 433.34 million shares, or a 51% stake, in Malayan Cement for RM1.63 billion or RM3.75 per share.

Following the acquisition, YTL Cement was also required to extend the offer to the rest of the shareholders of Malayan Cement to buy the remaining 416.35 million shares at the same price.

The mandatory offer, which closed on June 13, saw 220.72 million shares accepted, with YTL Cement holding a 77% stake in Malayan Cement.

“The acquisition is expected to deliver operational efficiencies in logistics, distribution, and procurement; and cost synergies realised from economies of scale, and elimination of duplicated functions and corporate overheads; which would contribute positively to future earnings and cash flows of the enlarged YTL Cement group,” says Maybank IB.

Good123

24,482 posts

Posted by Good123 > 2023-03-03 16:32 | Report Abuse

segala synergi acquisition ytl dulu akan tercapai sekarang , pandemik is over, ekonomi kian bertumbuh memerlukan simen dengan banyak pulak

Good123

24,482 posts

Posted by Good123 > 2023-03-03 16:48 | Report Abuse

penggunaan simen dalam negara semakin banyak... projek pembangunan negara, FDI masuk untuk mendirikan kilang, dll

Good123

24,482 posts

Posted by Good123 > 2023-03-03 17:18 | Report Abuse

Time Frame:
Monthly
Download Data
01/01/2019 - 03/03/2023

Date

Price

Open

High

Low

Vol.

Change %
03/01/2023 2.25 2.32 2.32 2.22 115.50K -4.26%
02/01/2023 2.35 2.45 2.59 2.18 155.90K -4.47%
01/01/2023 2.46 2.13 2.46 2.04 14.33M +16.04%
12/01/2022 2.12 2.10 2.23 2.04 6.69M +2.42%
11/01/2022 2.07 2.14 2.24 2.00 3.06M -2.82%
10/01/2022 2.13 1.88 2.16 1.84 3.19M +13.30%
09/01/2022 1.88 2.14 2.16 1.85 1.85M -11.74%
08/01/2022 2.13 2.11 2.25 2.05 2.89M +0.95%
07/01/2022 2.11 2.20 2.22 2.04 1.75M -4.09%
06/01/2022 2.20 2.38 2.38 2.11 3.51M -7.56%
05/01/2022 2.38 2.78 2.88 2.36 6.04M -14.08%
04/01/2022 2.77 2.40 2.95 2.40 13.98M +14.94%
03/01/2022 2.41 2.40 2.47 2.06 7.38M +0.42%
02/01/2022 2.40 2.18 2.54 1.97 10.83M +11.63%
01/01/2022 2.15 2.56 2.56 2.03 7.73M -15.69%
12/01/2021 2.55 2.53 2.64 2.32 3.53M +0.79%
11/01/2021 2.53 2.99 3.14 2.35 7.54M -15.95%
10/01/2021 3.01 3.05 3.20 2.92 9.86M +0.67%
09/01/2021 2.99 3.01 3.13 2.84 5.61M +2.40%
08/01/2021 2.92 2.74 3.00 2.68 1.03M +4.66%
07/01/2021 2.79 2.90 2.95 2.70 1.09M -3.79%
06/01/2021 2.90 3.03 3.17 2.84 5.23M -4.29%
05/01/2021 3.03 2.83 3.30 2.70 11.73M +5.94%
04/01/2021 2.86 2.57 3.19 2.57 13.95M +10.00%
03/01/2021 2.60 2.58 2.75 2.30 8.87M +0.78%
02/01/2021 2.58 2.05 2.60 2.04 6.99M +26.47%
01/01/2021 2.04 2.50 2.50 1.98 9.75M -18.40%
12/01/2020 2.50 2.49 2.80 2.39 9.31M +0.81%
11/01/2020 2.48 1.82 2.58 1.77 7.09M +36.26%
10/01/2020 1.82 1.82 1.94 1.78 1.75M -1.09%
09/01/2020 1.84 1.85 1.92 1.78 3.01M +1.10%
08/01/2020 1.82 2.11 2.15 1.78 4.09M -13.33%
07/01/2020 2.10 2.40 2.50 2.04 2.16M -12.50%
06/01/2020 2.40 2.95 3.03 2.38 3.72M -18.37%
05/01/2020 2.94 2.26 2.94 2.20 7.76M +28.95%
04/01/2020 2.28 1.75 2.44 1.69 21.94M +28.09%
03/01/2020 1.78 3.23 3.48 1.30 13.37M -44.72%
02/01/2020 3.22 3.25 3.85 3.18 9.51M +0.62%
01/01/2020 3.20 2.95 3.64 2.91 1.41M +8.47%
12/01/2019 2.95 3.20 3.20 2.85 643.50K -7.81%
11/01/2019 3.20 3.20 3.30 3.10 382.20K 0.00%
10/01/2019 3.20 2.85 3.28 2.75 1.33M +12.28%
09/01/2019 2.85 3.49 3.49 2.75 1.15M -14.41%
08/01/2019 3.33 3.40 3.53 3.20 1.18M -2.06%
07/01/2019 3.40 3.62 3.62 3.33 2.73M -6.08%
06/01/2019 3.62 3.74 4.57 3.44 19.29M -3.47%
05/01/2019 3.75 3.28 3.76 3.23 90.39M +13.64%
04/01/2019 3.30 2.55 3.39 2.20 43.73M +32.00%
03/01/2019 2.50 1.86 2.62 1.86 21.25M +33.69%
02/01/2019 1.87 1.88 2.00 1.80 17.00M 0.00%
01/01/2019 1.87 1.85 2.14 1.81 17.64M +3.31%

Good123

24,482 posts

Posted by Good123 > 2023-03-03 18:25 | Report Abuse

rebuilding of detroyed areas by flood also increases the demand for cement :0


save malaysia!

Johor hit by flood again, 1,591 victims evacuated to 21 PPS in four districts

Good123

24,482 posts

Posted by Good123 > 2023-03-06 08:36 | Report Abuse

Use of cement keeps rising due to reopening of economy

Good123

24,482 posts

Posted by Good123 > 2023-03-06 08:40 | Report Abuse

Now back to every quarter pun untung selepas pandemik tamat

Good123

24,482 posts

Posted by Good123 > 2023-03-06 08:40 | Report Abuse

Construction restarted.... Only profit each quarter n year

Good123

24,482 posts

Posted by Good123 > 2023-03-06 08:41 | Report Abuse

At good price. Ytl can private it like boustead

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