Posted by utopia86 > 2021-09-24 13:52 | Report Abuse

https://www.bfm.my/podcast/morning-run/the-breakfast-grille/pentamaster-turns-crises-into-opportunities

Penta boss is focusing on China, Japan, Europe and US market. Low profile but so much underneath potential. Very seldom published news on current trend like EV, Battery, 5G, automation , but they are actually working on it heavily.

Posted by bbnutrader > 2021-09-24 18:43 | Report Abuse

thanks for the ok info

Posted by Mr.Sm Invest123 > 2021-09-26 16:00 | Report Abuse

24 Sep 2021 Chinese silicon metal market prices by region Chinese silicon ... China Silicon Metal Production Process Research Report 2021

http://www.asianmetal.com/SiliconPrice/Silicon.html

Posted by Mr.Sm Invest123 > 2021-09-26 16:00 | Report Abuse

PMBTECH had double its production from 36,000 mtpa to 72,000 mtpa up to now, up to its 2nd phase project expansion from 4 phase development of 64 hectares ..

ADVANTAGES OF PMBTECH SILICON

Logistic Cost Advantage : Strategically located between the East and the West, Malaysia is located at the straits of Malacca, home to Singapore Port & Port Klang, Malaysia, two of busiest port in the world where shipping rates are favourable.

Locally Sourced Raw Material : Malaysia has readily available raw material which ensures consistency in supply.

Abundant Green Power Supply : Blessed with high rainfall and an abundance of rivers, Sarawak provides affordable, renewable energy through hydropower developments .. 1st hydroelectric plant (HEP) at Batang Ai (108 MW) in 1985, with Bakun HEP in 2011 (2,400 MW), followed by Murum HEP in 2014 (944 MW). Baleh HEP is still under construction & expected to be commissioned by 2025. That will make total capacity 3,452 MW.
source : sarawakenergy.com

CHINA SUPPLY OUTLOOK
Silicon & Aluminium price on a tear

Both silicon & aluminium price soars to their 3-year high. While global solar energy demand drove the recovery from March lows, it was actually news about China changing their environmental policies that fuels the price trend.

China produces more than 50% / 60% of the world’s aluminium / silicon. As mentioned earlier, it takes a great environmental toll to produce these materials. Now that China pivots its environmental concern policies, coal-fired power plants will be discontinued hence potentially shrinking production rates and altering supply-demand balance outlook.


SILICON AS AN ESSENTIAL MATERIAL FOR SOLAR & EV ECONOMY

Solar – The basic component of a solar cell is pure silicon, which also has been used as an electrical component for decades.

Polysilicon (a purer form of silicon) is in acute shortage because of vigorous solar module demand. Over 90% of the current solar cell market is based on silicon currently.

Electronic Vehicles (EV) – Elon Musk announced that Tesla will use more Silicon to replace Cobalt in producing its batteries for its future generation models.

The strategy poise to make Tesla EV a lot more affordable and is seen to be adopted by other EV battery vendors.

AGGRESSIVE CAPACITY EXPANSION

PMBT is undergoing an aggressive expansion plan to meet the world’s silicon demand is impeccable.

Located in Samalaju Industrial Park in Bintulu, Sarawak, it had double production capacity from 36,000 mtpa (1st phase) to 72,000 mtpa (phase 2), current phase.

The co.’s corporate plan indicates that the plant size is of 64 hectares and is suitable for 4 phases of development.

TRADE WAR

Trade war distorts the global supply chain. PMBTECH stands to capture higher market share as a neutral Malaysian producer.

Meanwhile the company’s markets are mainly in Europe and America where there are trade barriers against the Chinese suppliers.

CATALYST

Solar and EV drives silicon demand

Production capacity expands by 2x in 2021

Tesla battery revolution drives more silicon for anode material

Trade war for higher market share

Posted by Bgt 9963 > 2021-09-26 17:50 | Report Abuse

tech and semi-con stock are reaching penthouse....!

Posted by nisah395 > 2021-10-02 08:37 | Report Abuse

Nice

Posted by aarowsiewkh > 2021-10-06 11:41 | Report Abuse

https://www.digitimes.com/news/a20211005PR200.html

Posted by aarowsiewkh > 2021-10-06 11:42 | Report Abuse

Is time to keep more XD should I average up ?

Posted by Cakes Moon > 2021-10-07 13:34 | Report Abuse

Why drop while other tech stocks are rising?

Posted by freddiehero > 2021-10-07 13:40 | Report Abuse

Wat happen?

Posted by investortrader88 > 2021-10-18 09:00 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/10/18/pentamaster-investing-rm120mil-in-new-plant

Posted by takaje > 2021-10-26 15:38 | Report Abuse

Why the dip? EPF selling kah?

Posted by Mr.Sm Invest123 > 2021-10-28 00:04 | Report Abuse

Pentamaster investing RM120mil in new plant

GEORGE TOWN: Pentamaster Corp Bhd is investing RM120mil in a new 500,000-square-feet plant in Batu Kawan, Penang to increase production capacity as demand for automation solutions soar.

The new plant – its third – will be built on a 12-acre site to expand its five core business areas.

“We need a third plant as our current manufacturing facilities on the island and Batu Kawan are running at 100% capacity.

“This new facility will expand the group’s automation business serving the industrial, medical device, logistics, smartphone and automotive sectors.

“The industrial, smartphone, and automotive segments contribute about 60% to the group’s revenue and the remaining sectors, 40%.

According to Chuah, the group has about RM300mil worth of semiconductor test equipment and automation products to ship out from now till the first quarter of 2022.

The group shipped out RM250mil worth of semiconductor test equipment and automation products in the first half of this year.

“The semiconductor test equipment business catering to the smartphone and automotive industries is a growing sector.

“The global semiconductor test equipment market size is projected to grow at a 3.1% compounded annual growth rate (CAGR) between 2020 and 2026.

“Our expansion exercise will enhance our competitive edge during this growth period,” he said.

According to the 360 Research Reports, the semiconductor test equipment market is expected to reach US$4.6bil (RM19.13bil) by 2026 from US$3.8bil (RM15.80bil) in 2020.

“To seize more markets, small and medium companies must expand their technology, capital investment and brand influence.

“Such (tech and automotive) companies need to overcome challenges and maintain a leading position, so they will be spending more on test equipment to accelerate technological innovation and product upgrades.

“In the future, the semiconductor test equipment market will remain a highly competitive market,” he added.

Chuah said the group recently secured a few smartphone projects from international brand name manufacturers.

“We will be customising semiconductor test equipment for them to check their sensors. The equipment, worth around RM100mil, will be delivered in this fourth quarter and early next year,” he said.

Chuah added that the raw material shortage facing the semiconductor industry was getting severe.

“It used to be that we can deliver test equipment and automation products in 10 weeks. Now the lead time has to be extended to more than 20 weeks,” he said.

According to International Data Corp (IDC), shipments of smartphones are expected to grow 7.4% in 2021, reaching 1.37 billion units, followed by 3.4% growth in 2022 and 2023.

Chuah said the growth could be attributed to a healthy 13.8% growth from iOS devices combined with 6.2% growth from Android.

“Although Covid-19 drastically impacted 2020 shipments, 2021 shipments have managed to display minimal growth compared to 2019 (pre-pandemic) volumes, giving us a more accurate view of the state of the market.

“The world’s largest markets – China, the United States and Western Europe – will still be down from 2019, but growing markets such as India, Japan, the Middle East, and Africa are fuelling the recovery,” the report added.

Posted by lsv1977final > 2021-10-31 07:18 | Report Abuse

penta QR out

Posted by lsv1977final > 2021-10-31 07:18 | Report Abuse

huat ar

Posted by Mr.Sm Invest123 > 2021-11-02 20:10 | Report Abuse

行家建议

由于不利的销售组合、原材料和运输成本上涨，导致赚幅不如预期，腾达科技首3季净利，仅占我们和市场全年净利预测的66%和69%，低于预期。

我们下调今明后财年每股净利1至11%，以反映供应链中断使更高的运营支出。

尽管如此，我们很欣慰看到该公司的未完成订单高达3亿令吉，估计将在未来6至9个月内交付。

该公司的合约负债从今年1月的2100万令吉，增加至9月份的4500万令吉，也看出端倪。

我们认为，这意味着2021财年末季的销售额会更高。

此外，腾达科技正处于一个新的投资周期，该公司投资1.2亿令吉在峇都加湾的第三座工厂，以满足未来五年的扩张。

随着下修盈利预测，我们也把目标价从5.60令吉，下调至5.30令吉，维持“守住”评级。

Posted by topglove123 > 2021-11-03 12:07 | Report Abuse

Penta bright future. Sure will be 7 penta

Posted by Mr.Sm Invest123 > 2021-11-03 19:54 | Report Abuse

Pentamaster acquires Batu Kawan land for RM28.28mil

Wednesday, 03 Nov 2021
5:27 PM MYT

https://www.thestar.com.my/business/business-news/2021/11/03/pentamaster-acquires-batu-kawan-land-for-rm2828mil

Posted by Mr.Sm Invest123 > 2021-11-03 19:58 | Report Abuse

Double-digit earnings growth seen for Pentamaster
TheStar Wed, Nov 03, 2021



KUALA LUMPUR: Pentamaster Corp Bhd is set to record annual double-digit earnings growth in 2021, spurred by an order intake momentum on the back of improving sentiment for the equipment market.

In a report yesterday, UOB Kay Hian expected the Penang-based semiconductor equipment vendor and automation house to register a 20% earnings growth for 2021.

“The year 2020 was a washout period for the group due to the worldwide travel restrictions, alongside the movement control order disruptions in Malaysia.

“We believe the worst could have been fully captured in the past few quarters, with the group gradually resuming cross-border travel for its project site installation on a more constrained basis.”

Pentamaster has been experiencing an order intake momentum on the back of improving sentiment since early 2021, according to UOB Kay Hian.

“Its latest order book backlog is higher than RM270mil, which is more than 35% higher than the normal range last year. The momentum is expected to pick up further from here on.”

UOB Kay Hian said Pentamaster is well-positioned to ride on the long-term structural growth from high-growth sectors.

“The group is undergoing a high-growth phase with its structurally well-diversified revenue exposure in the electro-optical and automobile segments.

“With the prevalence of optoelectronics and 3D-sensing technology further compounded by the pandemic, the group’s core products and solutions that cater for a wide range of smart sensors will become increasingly important to its customers.”

Despite the global chip shortage, which is having an impact on the automotive industry, UOB Kay Hian said there is still potential for structural growth with the proliferation of electric vehicles and autonomous driving.

“Given Pentamaster’s current exposure and product portfolio encompassing a diverse area of the automobile test solution from front-end to back-end, the group will be able to play a dominant role in this ecosystem.

“For the medical segment, the group is making progress in the prototyping stage of single-use medical devices like intravenous catheters and pen needles.”

For the nine-month period ended Sept 30, 2021, Pentamaster’s revenue surged 25% year-on-year, driven by higher sales from the electro-optical and semiconductor segments.

Meanwhile, sales within the group’s automotive segment had also picked up, mainly through the delivery of its integrated power module test handling equipment in the third quarter.

Posted by Mr.Sm Invest123 > 2021-11-03 20:01 | Report Abuse

KUALA LUMPUR: Pentamaster Corp has announced that its sub-subsidiary Pentamaster Equipment Manufacturing Sdn Bhd has entered into an agreement to acquire a tract of leasehold land from Penang Development Corp for RM28.28mil.

It said in a filing with Bursa Malaysia that the leasehold land measures about 118037 acres in Batu Kawan Industrial Park in Penang.

It added that the proposed acquisition will increase the group’s engineering and manufacturing capacity, specifically to cater for its expansion into the factory automation solution and medical segment.

Shares in Pentamaster closed seven sen or 1.26% higher at RM5.62 with 2.98 million units traded.

Posted by Mr.Sm Invest123 > 2021-11-09 00:13 | Report Abuse

Greatech Technology Bhd, Pentamaster Corp Bhd and UWC Bhd have announced they are collectively taking up 14.0-ha of land valued at RM520.0m in the Batu Kawan Industrial Park in a press conference with the Penang State government. The projects are expected to commence in 1Q22 and will create up to 1,300 jobs for the locals when completed and fully functional. (The Edge)

Posted by enning22 > 2021-11-12 10:51 | Report Abuse

Greatech Technology Bhd, Pentamaster Corp Bhd and UWC Bhd，like Vitrox, shining pearls of Penang.

Posted by Mr.Sm Invest123 > 2021-11-12 22:55 | Report Abuse

TP Penta soon > RM10

Posted by nono_hardi > 2021-11-17 11:36 | Report Abuse

anyone comment on this stock? It seems to be clear next week.

Posted by Trade in Peace > 2021-11-21 22:58 | Report Abuse

wait triangle, this week is key
https://www.youtube.com/watch?v=aA7u10y_NZ4

Posted by yorkyork > 2021-11-28 21:27 | Report Abuse

明晚dj大青， 如果跌就去收，不用怕. 都不知道大家在panic什么.

Posted by megat36 > 2021-11-28 23:11 | Report Abuse

allin......

Posted by positiontrader > 2021-11-29 21:19 | Report Abuse

Posted by nono_hardi > Nov 17, 2021 11:36 AM | Report Abuse

anyone comment on this stock? It seems to be clear next week.

My comment

"Very soon they could be blood on the street for this counter"

Posted by monetary > 2021-12-03 17:36 | Report Abuse

below 5.4 just buy don't ask

Posted by Mini2021 > 2021-12-03 17:51 | Report Abuse

Buy at 3.5 ...

Posted by Markv572421 > 2021-12-23 15:04 | Report Abuse

Why block the price 5.49 - 5.50 ????

Posted by looiting > 2021-12-23 16:44 | Report Abuse

If only I can RSS this company, I will do so now. IDSS is very dangerous for retailers.

Posted by Markv572421 > 2021-12-23 17:13 | Report Abuse

Hi looiting,

Any advise for this counter ???

looiting If only I can RSS this company, I will do so now. IDSS is very dangerous for retailers.
23/12/2021 4:44 PM

Posted by looiting > 2021-12-23 17:15 | Report Abuse

Looking at the chart in multiple time frames, I will manage my risk at this level

Posted by James Ng > 2022-01-03 20:57 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-01-03-story-h1596549342.jsp
[转贴] [Video:浅谈PENTAMASTER CORP BHD, PENTA, 7160] - James的股票投资James Share Investing

Posted by mamatede > 2022-01-06 10:34 | Report Abuse

bearish TA in the short term.

Posted by gemfinder > 2022-01-06 11:12 | Report Abuse

tech tech!!!

Posted by investmalaysia618 > 2022-01-10 10:21 | Report Abuse

tech crash lo

Posted by Markv572421 > 2022-01-10 13:21 | Report Abuse

Yup stay away from tech ..........sorry no rebound this time


investmalaysia618 tech crash lo
10/01/2022 10:21 AM

Posted by ZStrader > 2022-01-10 14:35 | Report Abuse

idss do their job now.

Posted by investmalaysia618 > 2022-01-10 20:57 | Report Abuse

crash liao lo

Posted by ZStrader > 2022-01-11 09:28 | Report Abuse

tech stock begining downtrend. stay away.

Posted by investmalaysia618 > 2022-01-11 09:41 | Report Abuse

exactly. more drop to come.

Posted by SooHai > 2022-01-11 11:49 | Report Abuse

Bought 4.90 @ 100 big lots
So cheap, no buy really wasted

Posted by uncensored > 2022-01-11 15:35 | Report Abuse

Current situation due to international chips shortage. Once these is over estimated end of this year, this sector is bounced to be on up trend.

Posted by NatsukoMishima > 2022-01-11 16:36 | Report Abuse

Glove downtrend 2.0

Posted by NatsukoMishima > 2022-01-11 21:39 | Report Abuse

Dont fight with the trend ! This is same pattern like glove stock when it started to downtrend but nobody believed ! At the end all big 4 dropped to nearly 5 years lowest price ! Many bilis burnt their hands !

Posted by investmalaysia618 > 2022-01-11 21:49 | Report Abuse

trend is always our best friend

Posted by lsv1977final > 2022-01-12 10:53 | Report Abuse

PENTA, really disappointment with the performance so far

Posted by monetary > 2022-01-12 11:10 | Report Abuse

forward pe 40 equivalent to 4.5