PMB TECHNOLOGY BHD

KLSE (MYR): PMBTECH (7172)

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Last Price

2.62

Today's Change

-0.01 (0.38%)

Day's Change

2.60 - 2.66

Trading Volume

385,300


1 person likes this.

4,307 comment(s). Last comment by supersinginvestor 2 days ago

JayC88

897 posts

Posted by JayC88 > 2 months ago | Report Abuse

what happen today? people confused dunno bonus issued lately ka?

Ahahah

260 posts

Posted by Ahahah > 2 months ago | Report Abuse

Excellent.

TanDavid88

488 posts

Posted by TanDavid88 > 2 months ago | Report Abuse

Harga hari ini ia lah 19.90 belum bonus issue.
Bagus lah stock ini.

investor77

585 posts

Posted by investor77 > 2 months ago | Report Abuse

Sifu Ooi Teik Bee is spot on when encourage subscribers to go for Bonus issue. Should have more confidence in him and buy more !!! Only MSC suffers from falling price. KYY promoting Subur, but would prefer CPO shares not up yet or consolidating - SHChan, TSH.

TanDavid88

488 posts

Posted by TanDavid88 > 2 months ago | Report Abuse

All naysayers,
Bad market saperti kini, sifu masih bolih win big.
Sifu laughing all the way to the bank.
Menang at least 50k hari ini.
No need to challenge sifu if you cannot win multi million in KLSE in the last 10 years.

Posted by investor77 > 4 hours ago | Report Abuse

Sifu Ooi Teik Bee is spot on when encourage subscribers to go for Bonus issue. Should have more confidence in him and buy more !!!

Saya ikut 10% juga menang besar hari ini.
Harap bolih menang 30%.

Xcalibre

406 posts

Posted by Xcalibre > 2 months ago | Report Abuse

Correction coming… better take profit and chao first

Ahahah

260 posts

Posted by Ahahah > 2 months ago | Report Abuse

Something big is on the way soon. Hold tight to your share.

HamsterHuat

2,851 posts

Posted by HamsterHuat > 2 months ago | Report Abuse

Going going down.
Bye bye PMBTech..

DannyArcher

1,244 posts

Posted by DannyArcher > 2 months ago | Report Abuse

Glove 2.0.

SMInvest

140 posts

Posted by SMInvest > 2 months ago | Report Abuse

crazy HamsterHuat and DannyArcher ...Both you talking to oneself haha

DannyArcher

1,244 posts

Posted by DannyArcher > 2 months ago | Report Abuse

aluminum going down again, fed raising rate to burst this bubble. this is glove 2.0. the sooner you accept this reality, the better it is.

DannyArcher

1,244 posts

Posted by DannyArcher > 1 month ago | Report Abuse

Glove 2.0

Posted by BursaVulture > 1 month ago | Report Abuse

Run before it is too late.

Posted by supersinginvestor > 1 month ago | Report Abuse

Where is purebull..lol..
Change name n run away ah. Lol..

Posted by limweechui > 1 month ago | Report Abuse

But huge wave push up today

Posted by Hachi Hachi > 1 month ago | Report Abuse

. Bought some. Management good.

Posted by BursaVulture > 1 month ago | Report Abuse

glove 2.0. run boys run.

kllady_fidah

1,610 posts

Posted by kllady_fidah > 1 month ago | Report Abuse

spectacular co. performance..
should awaken soon to scale the sky

madx74

27 posts

Posted by madx74 > 1 month ago | Report Abuse

Nope. Will drop more and break current support.

klee

1,575 posts

Posted by klee > 1 month ago | Report Abuse

Purebull is a great stock picker.Unfortunately he is one damn lousy seller.

Harry

1,283 posts

Posted by Harry > 4 weeks ago | Report Abuse

Lol already below bonus x date price, means your bonus share all hangus haha

Posted by investor2021trading > 3 weeks ago | Report Abuse

dropped, buy some more, small lots @2.90!

Posted by BursaVulture > 3 weeks ago | Report Abuse

run... glove 2.0

Posted by investor2021trading > 3 weeks ago | Report Abuse

European lawmakers have voted to ban the sale of new diesel and gasoline cars and vans in the EU from 2035. The deadline means the last fossil fuel cars will be sold by 2035. The plans provide the car industry with the certainty it needed to “ramp up production of electric vehicles."

Oliver Zipse, who is the president of the ACEA and CEO of BMW, said his industry was “in the midst of a wide push for electric vehicles, with new models arriving steadily.”



Posted by BursaVulture > 3 weeks ago | Report Abuse

glove 2.0, run before it is too late

Harry

1,283 posts

Posted by Harry > 3 weeks ago | Report Abuse

Lol, price now is 13.9 hahaha

Harry

1,283 posts

Posted by Harry > 3 weeks ago | Report Abuse

Investor2021trading, hahhahaha for your analysis

Posted by BursaVulture > 3 weeks ago | Report Abuse

run... glove 2.0

madx74

27 posts

Posted by madx74 > 2 weeks ago | Report Abuse

Time to die...

Posted by BursaVulture > 2 weeks ago | Report Abuse

run, glove 2.0

Harry

1,283 posts

Posted by Harry > 2 weeks ago | Report Abuse

Loss money only, no need die, unless all in at 22

Posted by supersinginvestor > 2 weeks ago | Report Abuse

RIP PMBTECH

SMInvest

140 posts

Posted by SMInvest > 2 weeks ago | Report Abuse

#PMBTECHAGM
【SHARIX】 PMBTECH 2022 AGM 摘录

主要业务:

✅ 主要从事生产和销售金属硅(Silicon metal)
✅ 铝制品下游业务


股东大会摘录:
1) 营业额分布
答: 50%亚洲,40%欧洲,10%美国


2)劳工ESG问题
答:符合与遵守国际水准,谨慎处理

3)为何选择扩张到Sabah
答:Sarawak 州的Bakun Dam 水坝供给重型工业的供电量余额预计剩下不多,下一个水坝可能2027 年之后才建好了,所以公司。

与Sabah 州政府的合作,主要是配合”Sabah Maju”政策,通过引进一些工业,提升工作机会,但目前沙巴州本身面临的是设施和电力不足。
因此公司在投资沙巴的前提是必须拿到便宜的能源价格,在天然气的优惠价格谈判需要三方沟通(中央政府,沙巴政府以及Pmbtech), 因此预计需要一些时间


4)砂拉越本土扩张
答:买了一块地(已经夷为平地),位置在目前工厂的对面而已,备用等2027 年之后(当砂拉越新水坝建立好),有足够的电力,才发展。


现在Phase 3 的扩张,预计明年的3月份建成,6月份投产,增加两个熔炉,产能提高 50%

(之后还可以做 Phase 4, Phase 5)

5)产品需求
答:整体需求多元化,汽车工业使用非常多的silicon,半导体、光伏领域也是、建筑…
母公司Pmetal在合成铝的时候也用到许多的silicon


6)生产成本
答:生产成本可以与世界上的大生产商(比如ferroglobe)媲美

在这行无法控制产品价格,因此企业的盈利很大程度上取决于生产成本的控制,主要来自原料采购、原料供应,还有电源

砂拉越符合了以上大多需求

7) 生产线维护
答:有分为大维护、小维护
大维护: 停机1-2 个月
小维护:停机 1-2 天
公司并不会同时后shut down 全部生产线,都会有计划的进行


8)生产技术
答:PMBTECH刚入行不久,还在learning curve,目前生产的品种大多数是silicon metal 421, 随着时间推移,往后可以生产纯度更高的




总结:
PMBTECH 长远来说,是一家还会继续成长的公司,值得长期追踪,因为生意模式和管理层都证实成功了。

由于销售价格下滑,加上预计经济开始走缓,估计今年的盈利大约在 RM 140 mil -RM 160 mil 左右,EPS 在12-13 sen 左右。

个人认为下一波盈利成长,应该会在2023 年年底。

产能的扩张以及管理层的良好经营信用也是公司长期成长的一个信心保证。

Posted by investor2021trading > 2 weeks ago | Report Abuse

@ SMInvest, d RM140m to RM160m is PBT or net profit? also, is d EPS at 12 -13 sen reflect d PBT or NP? thanks! do u think d current traded price is grossly undervalue fallen below d BI (4:1) ex-date price@ 3.56?

Posted by supersinginvestor > 2 weeks ago | Report Abuse

US europe recession=world recession..
No one cares for metals for a while...
No one!!!
Come bak in 6months n see if good price..
U cant bet against the fed and the tape.

Ahahah

260 posts

Posted by Ahahah > 2 weeks ago | Report Abuse

Metal Silicon start to move north aggressively now. PMB share price will follow very soon. Don’t miss out this opportunity.

Posted by investor2021trading > 2 weeks ago | Report Abuse

@Ahahah, okay still buying d dips!

Posted by BursaVulture > 2 weeks ago | Report Abuse

run, this is like glove... run boy, run

pang72

43,772 posts

Posted by pang72 > 2 weeks ago | Report Abuse

TanDavid88 Posted by Zhuge_Liang > 1 week ago | Report Abuse

Posted by pang72 > 12 hours ago | Report Abuse

The next stock to crash will be ays followed by pmbtech or msc...
----------------------------
Tiga stock semua naik.
Tak bolih tipu orang.
Ada otak kah !!
08/04/2022 4:26 PM

PENIPU BESAR TANDAVID ZHUGE LIANG..

PMB IS CRASHING....

YOU ALL MAKE SO MUCH PEOPLE LOSING MONEY..

DONT HIDE LIAO..

Posted by supersinginvestor > 2 weeks ago | Report Abuse

RIP

Posted by supersinginvestor > 2 weeks ago | Report Abuse

50 sen lai lai i buy u

Posted by BursaVulture > 1 week ago | Report Abuse

Glove 2.0, run before too late. Run now lose 20% or stay and lose until 90% like Glove supporters. Your choice. Good luck.

Ahahah

260 posts

Posted by Ahahah > 1 week ago | Report Abuse

Look like someone keep on collecting pmb. Each time with big volume.

Posted by supersinginvestor > 4 days ago | Report Abuse

Ev metals game over for now la...buy later come back in october

Posted by supersinginvestor > 2 days ago | Report Abuse

U give me this share free oso i give u back...lol...
Pity those holding....

Posted by supersinginvestor > 2 days ago | Report Abuse

Here soo silent..same in msc....
Looks like purebullsheet guy n gang all run away aldy...
The ev metals heros run away aldy...

Posted by supersinginvestor > 2 days ago | Report Abuse

Hello..
Helllooo
Helllooooo
Thats my echo ..only can hear my echo here now...
Lol...

Posted by supersinginvestor > 2 days ago | Report Abuse

Lai lai 50sen


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