PMB TECHNOLOGY BHD

KLSE (MYR): PMBTECH (7172)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

2.73

Today's Change

+0.06 (2.25%)

Day's Change

2.64 - 2.73

Trading Volume

105,100


1 person likes this.

4,730 comment(s). Last comment by sasword 2 weeks ago

SMInvest

270 posts

Posted by SMInvest > 2023-09-20 10:13 | Report Abuse

The CEO responded that in the long term, the metallic silicon industry will be a key
beneficiary of the ongoing green transition which is gathering momentum. The
Company of the view that there could be an opportunity to break into Solar Photovaltaic
industry due to the current trend on switching of lithium ion battery to sodium ion
battery as a consideration for usage of solar panel.

Posted by Putrajaya666 > 2023-09-20 16:01 | Report Abuse

PMX nwip will be a game changer and one of the biggest beneficiary will be silicon metal for solar panel. Again and again, wait for the right entry window to collect

faridfet

476 posts

Posted by faridfet > 2023-09-20 20:30 | Report Abuse

BIMB's Analyst - Sell Call: PMB Technology
Price Target: RM1.11

Global silicon metal prices remained on a downward trend in Q2 2023, down on
average by 30% from the beginning of the year, amidst persistent weakness in
demand.

Market conditions are expected to remain challenging as
the demand outlook from the automotive and silicones sectors remain uncertainty and worried.

Current PE: 140x (Price Rm3.17) - too expensive and overvalue

QR profit decline significantly sharp:
1. QR Feb 2021 - RM107m
2. QR May 2022 - RM54m
3. QR Aug 2022 - RM35m
4. QR Nov 2022 - RM18m
5. QR Feb 2023 - RM10m
6. QR May 2023 - RM9m
7. QR Aug 2023 - RM2m
8. QR Nov 2023 - (hundred thousand amount? you do the math)

Inventory increasing:
1. Q4 22 - 270m
2. Q1 23 - 354m
4. Q2 23 - 447m
product in inventory exceeds the projected consumer demand result remains unsold and effect of quality degradation, involving cost to manage high inventory, working capital being tied.

Cash & Equivalents in current asset is decreasing:
1. Q4 22 - 127m
2. Q1 23 - 104m
4. Q2 23 - 71m

Cash Flow is negative and getting bigger:
1. Q1 2023 (-15m)
2. Q2 2023 (-82m)

Free Cash Flow is negative, business has more outflow than inflow which is company is losing money:
1. Q1 2023 (-77m)
2. Q2 2023 (-163m)
Company clearly not generated enough revenue to cover the costs

ROE
1. ROE
-Q4 2022: 14%
-Q1 2023: 8%
-Q2 2023: 4%

ROIC:
-Q4 2022: 11%
-Q1 2023: 6%
-Q2 2023: 3%

Net Margin:
-Q4 2022: 3%
-Q1 2023: 2%
-Q2 2023: 0.9%

Current quick ratio: 0.50 - company indicate liquidity not have enough money to meet its short-term liabilities.

Asset turnover ratio: before is 1.26, now decreaing to 0.60 - a sign of low utilization rate of their factory and plant.

Price action discount everything means all the information about a company is already reflected in the stock price. Do not against the market. Do not think to accumulate. PE is 140x.

SMInvest

270 posts

Posted by SMInvest > 2023-09-20 21:47 | Report Abuse

hold tight

gohkimhock

2,868 posts

Posted by gohkimhock > 2023-09-20 22:47 | Report Abuse

get Inari better at this price.

SMInvest

270 posts

Posted by SMInvest > 2023-09-21 00:38 | Report Abuse

行家论股
上升股:齐力科技 阻力RM3.27

2023年09月21日
齐力科技(PMBTECH,7172, 主板工业股)的日线股价趋势于9月20日间显现着一段技术反弹走势,闭市时报3.17令吉,按日涨10仙或3.26%。短期间该股或会上挑3.18-3.27令吉水平。

20/09/23行情

SMInvest

270 posts

Posted by SMInvest > 2023-09-21 00:42 | Report Abuse

Experts discuss stocks
*****Rising stocks: PMB Technology Resistance RM3.27

September 21, 2023
The daily stock price trend of PMB Technology (PMBTECH, 7172, main board industrial stock) showed a technical rebound trend on September 20, closing at RM3.17, up 10 sen or 3.26% on a daily basis. The stock may rise to the 3.18-3.27 ringgit level in the short term.

20/09/23 Quotes

SMInvest

270 posts

Posted by SMInvest > 2023-09-21 15:46 | Report Abuse

China Metal Silicon Spot Price
http://www.sunsirs.com/uk/prodetail-238.html

Posted by Putrajaya666 > 2023-09-22 21:02 | Report Abuse

Need no argue so much, just monitor this sideways pattern, whether it could breakout above 321 or it may test supports 303.

Posted by Putrajaya666 > 2023-10-16 10:41 | Report Abuse

Yawning..... Breakout below $3, next station Holland ahhahaha

Posted by noscopesummer > 2023-10-18 16:40 | Report Abuse

very hard to holland actually

Posted by Putrajaya666 > 2023-10-25 10:32 | Report Abuse

Trap you for another 6-9 months enough to die lo ahhahahah

SMInvest

270 posts

Posted by SMInvest > 2023-10-27 16:51 | Report Abuse

PMBTECH new website

https://pmbtechnology.com/PMBTSilicon.html

Yu_and_Mee

3,441 posts

Posted by Yu_and_Mee > 2023-11-24 19:05 | Report Abuse

I thought already in holand?

noscopesummer

very hard to holland actually

1 month ago

Posted by BursaVulture > 2023-11-24 19:18 | Report Abuse

What is the PE now? 100?

Posted by BursaVulture > 2023-11-24 20:05 | Report Abuse

at current EPS, the PE is 250.

Medusa

504 posts

Posted by Medusa > 2023-11-24 21:31 | Report Abuse

Limit down yahoo

Follow medusa earn plofit

Follow other Holland coming

Kikiki…

Rocket888

32 posts

Posted by Rocket888 > 2023-11-26 07:43 | Report Abuse

Limit down?

speakup

24,474 posts

Posted by speakup > 2023-11-26 08:16 | Report Abuse

habis!

troy88

2,483 posts

Posted by troy88 > 2 months ago | Report Abuse

Glory days over

Posted by BursaVulture > 2 months ago | Report Abuse

this counter 50 cents also must think twice. profit so low... until no eye see.

faridfet

476 posts

Posted by faridfet > 2 months ago | Report Abuse

@BursaVulture is correct.. you all semua sudah kena.. K.O

SMInvest

270 posts

Posted by SMInvest > 2 months ago | Report Abuse

top up more

Posted by Putrajaya666 > 2 months ago | Report Abuse

There's Cantonese saying, heal back also waste medicine.... Another 3-5 year la...

SMInvest

270 posts

Posted by SMInvest > 2 months ago | Report Abuse

buy

Posted by profit profits > 2 months ago | Report Abuse

buy buy buy ..... bye bye

Medusa

504 posts

Posted by Medusa > 2 months ago | Report Abuse

Medusa’s prophecy 2 weeks ago became reality

Kikiki…

at1688

9 posts

Posted by at1688 > 2 months ago | Report Abuse

As from my humble observation, the price is too pricy and very high P/E . if i want to buy metals counter, i will choose Pantech lah.

Yezzy99108

360 posts

Posted by Yezzy99108 > 2 months ago | Report Abuse

2023 has been a miserable year - a really sad ending plummeting back after the exponential spike in 2022 :(

Aaron_tan

2,337 posts

Posted by Aaron_tan > 1 month ago | Report Abuse

Pump and dump haha

Posted by Putrajaya666 > 1 month ago | Report Abuse

Window dressing.... Tuesday back to 240/220

SMInvest

270 posts

Posted by SMInvest > 1 month ago | Report Abuse

hold tight

cucubud

71 posts

Posted by cucubud > 1 month ago | Report Abuse

What is brewing here?

SMInvest

270 posts

Posted by SMInvest > 1 month ago | Report Abuse

good news

SMInvest

270 posts

Posted by SMInvest > 1 month ago | Report Abuse

Aaron _tan came here Keh Poh

Posted by StartOfTheBull > 1 month ago | Report Abuse

Investors finally woke up to realise what is an overvalued stock.

Posted by Putrajaya666 > 1 month ago | Report Abuse

Lower low, downtrend passage

Posted by Putrajaya666 > 1 month ago | Report Abuse

Back to square one lolz ... Next station 270/240/220

SMInvest

270 posts

Posted by SMInvest > 1 month ago | Report Abuse

accumulating more

SMInvest

270 posts

Posted by SMInvest > 1 month ago | Report Abuse

“金属硅”(也称工业硅)是20世纪60年代中期出现的一个商品名称,它的出现与半导体行业的兴起有关。国际通用做法是把商品硅分成金属硅和半导体硅。金属硅(Si)是工业提纯的单质硅,主要用于生产有机硅、制取高纯度的半导体材料以及配制有特殊用途的合金等

SMInvest

270 posts

Posted by SMInvest > 1 month ago | Report Abuse

在未来5到10年内,金属硅市场需求将继续稳步增加。随着汽车在越来越多的地方普及,铝合金行业对金属硅用量将继续增加。此外,化工行业也将成为金属硅需求增加的主要动

SMInvest

270 posts

Posted by SMInvest > 1 month ago | Report Abuse

In 2017, we introduced PMB Silicon into our portfolio. Operating from Sarawak, Malaysia, our plant uses renewable energy (hydroelectric) and follows strict industry and sustainable practices in our manufacturing process. The Group’s vision is to become a global player in the production of silicon metal and aluminium fabrication industry.

SMInvest

270 posts

Posted by SMInvest > 1 month ago | Report Abuse

PMB Silicon is located in Samalaju Industrial Park Sarawak, in an area regulated by the Department of Environment Malaysia. It is built within an area planned for five phases of development and facilitated by two purpose-built ports.

Sarawak is also blessed with high annual rainfall and an abundance of rivers that provide affordable and renewable energy to power our plant. There is also an abundance of high-quality raw materials to ensure our supply chain is never disrupted.

SMInvest

270 posts

Posted by SMInvest > 1 month ago | Report Abuse

108,000 MT Annual Capacity

Posted by Putrajaya666 > 1 month ago | Report Abuse

It's going to repeat like pmetal....Drop death and sideway 2 years, and still counting when to resuscitate to breakout

sasword

1,118 posts

Posted by sasword > 2 weeks ago | Report Abuse

behold the return of najib the trillion cash boss, black money is flooding malai share market

Post a Comment
Market Buzz