Posted by Mr.Sm Invest123 > 2021-06-07 23:22 | Report Abuse

telusdansuci@ Memang BOLEH & TETAP BOLEH. hold tight

Posted by Jeffson87 > 2021-06-12 16:50 | Report Abuse

Need some input since I'm still looking into pmb for long term investment.
1. Silicon price averaged usd 2200/mt.
Assuming 4.2 exchange rate its approx RM 9240/mt.
2. RM 9240 x 36000mt (current max capacity) = RM 332,640,000 annually. Quarterly basis the revenue is approx RM 83mil. Assuming good scenario PAT 10% = RM 8mil.
3. 2nd Plant double up max annual capacity to 72000mt. Quarterly PAT is RM 16mil excluding other trades and business. Annually its RM 64mil. EPS approx 30cent purely from silicon.
4. At current price of RM 5.55, the forward annualised PE is 18. 5.
5. I'm not accountant or economist hence I wonder if these figures are realistic and sustainable to justify the current high price?

Posted by dalpinia > 2021-06-23 12:06 | Report Abuse

Jeffson87, good estimation!!!

Posted by dalpinia > 2021-06-23 12:09 | Report Abuse

https://www.metal.com/Silicon/201812270008?type=1%20Year

USD2400 now

Posted by Mr.Sm Invest123 > 2021-06-29 23:24 | Report Abuse

******U.S. bans imports of solar panel material from Chinese company
Michael MartinaKaren FreifeldDavid Shepardson

June 23 (Reuters) - The Biden administration on Wednesday ordered a ban on U.S. imports of a key solar panel material from Chinese-based Hoshine Silicon Industry Co (603260.SS) over forced labor allegations, two sources briefed on the matter said.

The U.S. Commerce Department separately restricted exports to Hoshine, three other Chinese companies and the paramilitary Xinjiang Production and Construction Corps (XPCC), saying they were involved with the forced labor of Uyghurs and other Muslim minority groups in Xinjiang.

Reacting on Thursday, China's foreign ministry spokesman Zhao Lijian said China will take "all necessary measures" to protect its companies' rights and interests. Beijing has dismissed accusations of genocide and forced labor in Xinjiang as lies.

The three other companies added to the U.S. economic blacklist include Xinjiang Daqo New Energy Co, a unit of Daqo New Energy Corp (DQ.N); Xinjiang East Hope Nonferrous Metals Co, a subsidiary of Shanghai-based manufacturing giant East Hope Group; and Xinjiang GCL New Energy Material Co, part of GCL New Energy Holdings Ltd (0451.HK).

The Commerce Department said the companies and a paramilitary force, XPCC, "have been implicated in human rights violations and abuses in the implementation of China’s campaign of repression, mass arbitrary detention, forced labor and high-technology surveillance against Uyghurs, Kazakhs, and other members of Muslim minority groups in" Xinjiang.

At least some of the companies listed by the Commerce Department are major manufacturers of monocrystalline silicon and polysilicon that are used in solar panel production.

Hoshine Silicon Industry said on an interactive investor platform that it backed the Chinese foreign ministry's reaction, adding that the firm does not export industrial silicon to the United States directly and the impact on its business would be limited.

Xinjiang Daqo New Energy Co responded Reuters' request for comment with an email saying the company has "zero tolerance" towards forced labour, and that it does not sell directly to U.S. companies, or purchase from the United States and there would not be "a significant impact on the company’s business."

The other companies or their parent firms did not immediately respond to requests for comment, or could not immediately be reached. XPCC could not immediately be reached for comment.

The "Withhold Release Order" by U.S. Customs and Border Protection only blocks imports of the material from Hoshine. A source familiar with the order said it does not impact the majority of U.S. imports of polysilicon and other silica-based products.

U.S. and Chinese flags are seen in front of a U.S. dollar banknote featuring American founding father Benjamin Franklin and a China's yuan banknote featuring late Chinese chairman Mao Zedong in this illustration picture taken May 20, 2019. REUTERS/Jason Lee/Illustration/File Photo
Chinese and U.S. flags flutter outside a company building in Shanghai, China April 14, 2021. REUTERS/Aly Song/File Photo
Employees inspect newly-made solar panels on the roof of a Sungrow Power Supply Co., Ltd factory in Hefei, Anhui province December 8, 2010. REUTERS/Stringer



Dennis Ip, Regional Head of Power, Utilities, Renewables & Environment (PURE) Research at Daiwa said in a note to clients the immediate effect of the restrictions would be limited as the companies named do not have "vast contracts" with U.S. based wafer companies, but foresaw more action to come.

"However, we see possibility for the ban to gradually extend to include restrictions on all solar modules which contain Xinjiang-produced polysilicon," he said.

Chinese module producers could still use polysilicon from Inner Mongolia and Yunnan for their U.S.-bound module shipments, he added.

About 45% of all polysilicon used in solar module production is produced in Xinjiang, with 35% produced in other parts of China. The remainder comes from outside China.

The global solar energy supply chain has been squeezed by record high costs for polysilicon, labour and freight. read more

A second source said the move does not conflict with President Joe Biden's climate goals and support for the domestic solar industry.

The sources said the United States is continuing to investigate allegations of forced labor by Chinese companies who supply polysilicon.

The two sources familiar with the policy said the White House sees the actions as a "natural continuation" of the G7 agreement earlier this month to eliminate forced labor from supply chains.

Posted by Mr.Sm Invest123 > 2021-07-02 21:34 | Report Abuse

Press Release

Global Silicon Metal Market | 2021-2027 | Expected to Reach USD 7830.3 Million and Growing at CAGR of 6.6%

Published: July 1, 2021 at 4:26 a.m. ET

Silicon Metal Market Size 2021-2027 presents detailed competitive analysis including the market Share, Size, Future scope. This study categorizes the global Health and Safety Products breakdown data by manufacturers, region, type and applications, also analyzes the market drivers, opportunities and challenges. Pre & Post COVID-19 Impact Covered in this Report. Global Silicon Metal Market size valued at USD 5008.7 million in 2020 and is projected to reach USD 7830.3 million by 2027, at a CAGR of 6.6 During Forecast Period (2021-2027).

The MarketWatch News Department was not involved in the creation of this content.

Jul 01, 2021 (The Expresswire) -- "Final Report will add the analysis of the impact of COVID-19 on this Silicon Metal industry."

Global "Silicon Metal Market" (2021-2027) report provides an in-depth market evaluation by highlighting information on various aspects covering global drivers, barriers, opportunities, threats and markets including progress trends, competitive landscape analysis, and expansion status of key regions. This report is a comprehensive numerical analysis of the Silicon Metal industry and provides data to make strategies for increasing market growth and success. The report also estimates market size, Price, Revenue, margin of profit and Silicon Metal Market Share, cost structure and growth rates for decision making.

Get a Sample PDF of the Report at- https://www.researchreportsworld.com/enquiry/request-sample/18182036

Posted by Mr.Sm Invest123 > 2021-07-08 14:00 | Report Abuse

Market Overview
The silicon metal market was valued at over 2.9 million ton in 2020, and the market is projected to register a CAGR of 4% during the forecast period (2021-2026).

COVID-19 has affected both the demand and supply of silicon all around the world. Due to restrictions, there could not be a regular material supply, while most of the silicon metal plants stopped production temporarily. The price reversal due to COVID-19 and the recent commerce imposition of preliminary duties on all silicon metal imports may further affect the market negatively.

Over the mid-term, one of the major factors driving the market studied is the increasing demand for aluminum-silicon alloys.
The high cost of production is expected to hinder the growth of the market studied.
In the short and long run, there is no visible option to reduce the cost of silicon metal production, as the implementations on taxes are increasing over time.
Asia-Pacific dominated the market across the world, with the largest consumption from countries, such as China and India.

Posted by Mr.Sm Invest123 > 2021-07-08 14:02 | Report Abuse

Key market trends 2021

Increasing Demand from Semiconductor Application

**Silicon is commonly used as a semiconductor in electronics: devices, such as printed circuit boards, transistors, integrated circuits, and many more, due to its properties that help in achieving the desired conductive efficiency.

**Silicon conducts electricity under some conditions and acts as an insulator under others.

**Silicon’s electrical properties can be modified through a process called doping. These characteristics make it an ideal material for making transistors, which amplify electrical signals.

**Silicon wafer is the most common type of electronic component that is used in numerous electronic devices.

**Silicon possesses a moderate energy bandgap of 1.12eV at 0 K. This makes silicon a stable element compared to germanium and reduces the chance of leakage current.

**Global semiconductor sales stood at USD 439 billion in 2020 due to the growing demand for chips across the markets.

**In recent times, research has been conducted in the field of silicon photonics, which combines photonics and electronics to create ultra-fast optical data processing.

**Owing to the aforementioned reasons, the usage of silicon metals in semiconductor applications is increasing globally.

Posted by Putrajaya666 > 2021-07-09 11:23 | Report Abuse

pmbtech has never disclose :-

1. Metallic silicon grade (different grade is utterly differ application, dont simply assume pmbtech silicon is for semicon or ev products)


2. Selling price

Posted by Mr.Sm Invest123 > 2021-07-09 23:37 | Report Abuse

Global info

Posted by Mr.Sm Invest123 > 2021-07-10 22:51 | Report Abuse

alo Putrajaya666@ u ada hold PMBTECH kah ???? if not pls get out.
FYI I am hold a lot @2.70
*****************anywhere In Malaysia, Metallic silicon only produce by PMBTECH.

Posted by Mr.Sm Invest123 > 2021-07-11 00:44 | Report Abuse

Pmetal

马股下半年拨云见日 4大投资主题值得关注
2021年07月10日
下半年投资策略
（吉隆坡9日讯）尽管当前乌云密布，但随着本地疫苗接种加速，分析员认为，马股市场应会在下半年恢复元气，并点名股息、科技、商品和复苏主题的投资策略。

大华继显研究分析员在今日发布报告指出，群体免疫的乐观情绪，相信能消除政局不稳的忧虑；昨日富时隆综指挫跌1.4%，因为巫统宣布撤销对国盟的支持，引发投资者担忧。

“不过，我们认为市场在很大程度上，已消化了政治风险。更重要的是，未来潜在新政府采取的政策方向，也不太可能与国盟当前方针有太大偏差。”

因此，随着我国疫苗接种加速，焦点会重新转向经济重开的主题，分析员估计市场将从第三季中期开始复苏。

虽然马股市场复苏不均衡，但预计末季仍会持续复苏，归功于广泛市场赢家所引领。

“在末季达到群体免疫的目标，将令我国在明年可重开边境。”

同时，分析员列出年底综指1635点目标，等同本益比16.2倍，符合历史均值。

分析员还列出了下半年重要正面事件，包括本地封锁松绑，希望可在第三季底开放跨州、云顶（GENTING，3182，主板消费股）户外主题公园开张、特定种植股和商品股迎来异常强劲盈利季度，及年底实现群体免疫。

不过，关键风险则是下月单日卖空禁令将解除，及手套均价进一步潜在走低。

大华继显研究选股
综指明年底料冲1775点

放眼明年，当我国经济重开，并顺利展开复苏的前提下，分析员估计综指有显著上行空间。

“假设盈利增长1到2%，且估值恢复到疫前的16.9倍水平，综指明年底有望触及1775点。”

投资主题选股
近期催化剂不清晰

配合上述展望，分析员列出了4大投资主题，包括价值和高股息投资、科技股（受惠于需求增长、贸易转移及全球5G科技推出）、经济重开，及特定商品超级周期主题。

因此，分析员建议增持有价值的银行股、高股息的产托股、复苏主题的博彩股等、电子与制造业的特定出口股，及商品为主的特定提炼和种植股。

报告补充，分析员大型股首选为联昌国际（CIMB，1023，主板金融股）、云顶大马（GENM，4715，主板消费股）、益纳利美昌（INARI，0166 ，主板科技股）和MyEG（MYEG，0138，主板科技股）。

同时，还有齐力（PMETAL，8869，主板工业股）、双威（SUNWAY，5211，主板工业股）、马电讯（TM，4863，主板电信与媒体股）和云升控股（YINSON，7293，主板能源股）。

中型股首选合成种植（HSPLANT，5138，主板种植股）和腾达科技（PENTA，7160，主板科技股）；环境、社会与监管（ESG）股项首选为亚通、联昌国际、益纳利美昌、MyEG、双威和云升控股。

“不过，在近期市场催化剂不清晰之际，即冠病确诊病例高居不下，投资者最初只会青睐价值/股息和科技增长股。”

手套建筑料跑输大市

至于手套和建筑股，分析员相信下半年仍会跑输大市；这两大股项在今年上半年已显著跑输综指。

“在需求放缓和全球供应强劲增长情况下，手套商应该仍会因均价下跌而表现逊色。”

建筑股方面，虽然受益于房产销售显著恢复，但大型项目加速推进的希望渺茫，将令本就承受打击的建筑股表现不佳。

Posted by Putrajaya666 > 2021-07-14 15:28 | Report Abuse

sim, $2.7 price, keep skin la, i hold before the 1:1 bonus. My price is $1.68, sao pei la, i subsribe LA and got free 30pcs warrant. Don't berlagak la

Posted by Mr.Sm Invest123 > 2021-08-23 19:14 | Report Abuse

Congratulations all shareholders, very good QR

Posted by Airline Bobby > 2021-08-23 19:34 | Report Abuse

Oh my darling sweetheart. Gimme that 10x holding long long like pmetal

Posted by Mr.Sm Invest123 > 2021-08-23 21:08 | Report Abuse

theedgemarkets.com

August 23, 2021 19:13 pm

PMB Technology 2Q net profit soars more than eight-fold y-o-y, lifted by better contributions across business segments

KUALA LUMPUR (Aug 23): PMB Technology Bhd saw its net profit soar more than eight times to RM11.58 million in the second quarter ended June 30, 2021 (2QFY21) from RM1.37 million a year ago, aided by improved contributions by its manufacturing & trading and construction & fabrication segments.

Earnings per share ballooned to 5.62 sen in 2QFY21, compared with 0.67 sen in 2QFY20, said the aluminium manufacturer and distributor in a filing with Bursa Malaysia.

Revenue for the quarter also swelled more than two times to RM178.25 million year-on-year (y-o-y) from RM84.87 million.

The revenue from the manufacturing & trading segment increased by 179% to RM119.5 million versus RM42.8 million a year ago, mainly due to higher sales from the metallic silicon plant during the current quarter under review.

Meanwhile, revenue from the construction & fabrication segment increased by 40% to RM58.7 million compared with RM42 million a year before, largely because the progress of certain ongoing projects was sped up.

The stellar results lifted PMB Technology's cumulative net profit for the six-month period ended June 30, 2021 (1HFY21) up 396.35% to RM18.21 million from RM3.67 million in 1HFY20. Cumulative revenue also increased by 30.55% to RM340.08 million for 1HFY21 compared with RM260.49 million a year earlier.

On prospects, the group warned that its operating costs have increased, despite having benefitted from the upward trend of metallic silicon prices. Hence, it will continue to focus on production efficiency and to undertake appropriate austerity measures.

Shares of PMB Technology closed up five sen or 0.88% at RM5.70, giving it a market capitalisation of RM1.22 billion. Over the past one year, the stock has rallied 127% from RM2.51.

Posted by Mr.Sm Invest123 > 2021-08-23 21:12 | Report Abuse

即时财经/ 金属硅厂贡献增 齐力科技次季多赚7.48倍 - https://www.sinchew.com.my/content/content_2535189.html (Share from StockHunter)

Posted by PureBULL ... > 2021-09-06 12:15 | Report Abuse

PMBTECH, the latest big world producer of happening metal silicon, Si.

By power of green energy of giant Bakun Hydro, this is the potential multi bagger stock in its new beginning,,,

Posted by Mr.Sm Invest123 > 2021-09-06 17:11 | Report Abuse

It is growing rapidly due to the increasing demand for silicone materials in applications

Posted by Mimichan > 2021-09-06 19:21 |

Post removed.Why?

Posted by Airline Bobby > 2021-09-06 19:27 | Report Abuse

LOL . bitcoin is gonna start crashing end of year till next Halving.
Better take note or regret later.... From a seasoned btc investor ~

Posted by Mimichan > 2021-09-06 19:42 |

Post removed.Why?

Posted by Mr.Sm Invest123 > 2021-09-06 22:28 | Report Abuse

sorry NO

Posted by Putrajaya666 > 2021-09-07 08:40 | Report Abuse

hows btc related in pmbtech lolz jumped tone also not so cross lined bro lolz

Posted by ipohwhitecoffee > 2021-09-07 14:01 | Report Abuse

PMB Tech will be the new bull.

Posted by John88820202021 > 2021-09-07 15:58 | Report Abuse

Bonus issues 1 to 1

Posted by Mr.Sm Invest123 > 2021-09-07 20:45 | Report Abuse

Got Heard bonus issue 1:1 buy yet announce

Posted by Mr.Sm Invest123 > 2021-09-08 08:37 | Report Abuse

行家论股
上升股:齐力科技 阻力RM7.46
2021年09月08日
齐力科技（PMBTECH，7172，主板工业股）的日线交投走势于9月7日闭市时收6.93令吉，按日涨53仙或8.28%。短期上升阻力或会处于6.94至7.46令吉水平间。

7/9/21行情

Posted by Godblessyou > 2021-09-08 13:27 | Report Abuse

Should have bought this last month but chose PA instead. Regret much. Congratulations to those long term holders.

Posted by Airline Bobby > 2021-09-08 18:49 | Report Abuse

LOL choose penny counter somemore must be listen to rumours

Posted by Airline Bobby > 2021-09-08 18:50 | Report Abuse

Jeffson87 market cap 1.5 bil with growth prospect from Lithium.
Under same management with their sister Pmetal which now as >30bil market cap.

Reasonable enough for me

Posted by Mr.Sm Invest123 > 2021-09-08 20:29 | Report Abuse

TP RM10

Posted by Mr.Sm Invest123 > 2021-09-08 22:38 | Report Abuse

齐力科技 (PMBTECH) – 与半导体和太阳能同步成长

公司背景

齐力科技 (PMBTECH) 创办于2002年，透过齐力工业 （PMETAL, 8869.KL）管氏家族的管理下，成功在2003年11月在大马交易所Second Board 上市，在2009年转至主板上市。截止2021年5月3日，齐力工业持有20.87%股权，是公司大股东之一。PMBTECH 的业务主要是铝贸易的下游产品，和制造硅金属 (Metallic Silicon) 业务。PMBTECH也是马来西亚最大的铝制脚手架系统 (scaffold system)制造商和Haulotte 航空出入设备的独家分销商。

业务分析

截至2021财政年上半(6MFY21), 建筑和制造 (Construction & Fabrication) 和制造与贸易业务 (Manufacturing & Trading) 分别占整体营业额31%和69%。制造与贸易业务是营运盈利 (Operating Profit) 的贡献泉源，占整体营运盈利的91%。

PMBTECH的业务可以分为两大类：

1. Manufacturing & Trading
硅金属通常按其所含的铁 (Iron)、铝 (Aluminium)、钙 (Calcium) 三种主要杂质的含量来分类标号为553， 441， 421， 3303， 2202等等。硅金属也称为工业硅或结晶硅，一般来说，金属硅可以划分为冶金级 (Metallurgy) 和化学级 (Chemistry)。冶金级的硅也称为金属硅，主要是因为它带有金属灰色且有光泽。

硅金属能扮演硬化剂 (hardener)和合金元素 (alloying element) 的角色，能制造发动机缸体 (engine blocks),合金轮辋 (alloy rims), 微处理器和太阳能电池等等。基本上在提炼过程中，接近一半的冶金级硅金属使用在化学用途，能制成润滑剂，密封胶，涂层，化妆品等等。在制造太阳能电池时，光伏级多晶硅（Photovoltaic grade polysilicon）会派上用场。目前90%的太阳能科技上都会看到硅金属的踪影。除此以外，全球超过33%的电子类产品如电脑，手机，平板电脑，电视机，收音机，硅金属也扮演着重要的角色。

制造硅金属业务是由全资子公司, PMB Silicon Sdn Bhd 负责。生产基地位于Sarawak 的Samalaju Industrial Park，拥有长期充裕的水力发电供给，且公司已经和Sarawak州政府签署长期电力购买合约，锁定极具竞争优势的发电成本，奠定公司往后成为全球领先的优质硅金属制造商。目前已使用的水力发电厂包括Batang (108MW), Bakun (2400MW), 和Murum (944MW), 而Baleh （1285MW）目前处于建设期间，预计在2025年投入运作，投入电量将达到3452MW。在2019年公司第一期的硅金属年产量达36,000公吨，而第二期也在2020年年底投入运作，年产量将增加额外36,000公吨，总产量达72,000公吨。

Ladder, Scaffold Tower, Aerial Working Platform Equipment

除了制造硅金属，公司也涉及建造存取设备 (access equipment), 包括旗下品牌, Everlas 家用和施工用途的铝制阶梯 (ladder)。该品牌在大马已超过30年，在超市和五金店都能找到。除了本地市场，多年以来该品牌也出口至全球各地，比如United Kingdom, Australia, South Africa, United Arab Emirates, Qatar, Kuwait, Saudi Arabia, Egypt, Lebanon, Kingdom of Bahrain, Bangladesh, Maldives, Yemen, New Zealand, Singapore 和 Indonesia等地。

作为全马最大的脚手架塔 (scaffold tower)制造商，公司的铝制脚手架塔获得SIRIM认证，在油气业，航空，国际会议中心，仓库，船厂，政府大楼等都有广泛使用。在2018年也获得Construction Industry Development Board （CIDB）的认可，确保产品能提供最高规格的安全标准。 在高空作业平台方面 （Aerial Working Platform Equipment）, 公司和法国知名品牌 Haulotte迈入第十年的合作伙伴关系， PMBTECH是该品牌的独家分销商。

2. Construction and Fabrication
从设计，制造，到安装铝幕墙，覆层系统，门面工程，铝系统模板工程等，PMBTECH有自家工程师提供一站式服务。安装铝幕墙不但有美化的效果，而且能节省能源，符合绿色大厦要求。

业绩分析

按年对比，得益于较高的销售，2021财政年上半年的制造业务营业额增长53%； 而建造业务营业额则微跌1.5%, 整体营业额按年上升30.55%，制造业务和建造业务的营运盈利赚幅(Operating Profit Margin 分别是13.29% 和 2.82%。而按年对比，上半年 (6MFY21)整体税前盈利暴涨3.5倍。

PMBTECH在2019年已把旗下4家子公司PMB Central Sdn Bhd, PMB Northern Sdn Bhd, PMB Eastern Sdn Bhd, 和PMB Aluminium Sabah Sdn Bhd， 以总值现金RM 44 mil转售予大股东，Press Metal Aluminum Holdings Bhd (PMETAL)，目的是要整合公司资源，在未来专注制造硅金属业务。这些子公司原属于制造与贸易 (Manufacturing & Trading)，在转售予大股东得来的 RM 44 mil ，其中85%或 RM 37.8 mil 来购买制造硅金属的原材料，碳电极 (Carbon Electrodes) 和低灰煤(Low ash coal)。另外的6.92% （RM 3.07 mil）作为派发股息,6.99% (RM 3.10 mil)作为营运资本，其余的1.09% (RM430K) 作为支付相关费用。

PMBTECH的负债率在过去6年都站在2倍以上，在2018年公司透过发放为期5年的不可赎回能转换无抵押债卷股 (Irredeemable Convertible Unsecured Loan Stock, ICULS) 向投资者筹募资金来进军制造硅金属业务。

需留意的是公司在2019年完成了拆股（1分为2），加上发放为期5年的不可赎回能转换无抵押债卷股 (ICULS) 并附送公司凭单 (Company Warrant)，导致股本提升而稀释了每股盈利，所以在2019财政年公司的每股盈利明显下滑。投资者能在有效期内随时转换ICULS 或该凭单，截至2020年4月20日，公司2019年年报显示投资者的ICULS和warrant持有单位分别还有74.8 million 和38.7 million 依然未转换成母股，也就是说若未来的日子里这些投资者决定转换成母股，这将稀释公司每股盈利。

成长因子 (Key of Growth)

1.全球硅金属需求稳定增长
在公司2019年年报管理层指出，得益于追求绿色能源，科技持续进步和半导体的需求量猛增下，全球硅金属需求将以4%的年复合增长率 (CAGR)稳定上升。公司第二期 (Phase 2) 的硅金属制造在2021年上半年开始做出贡献后，依然有土地空间和充裕的水力电源为潜在第三期和第四期持续提高年产量。

2. 第二个未来成长引擎- 综合型硅氧烷生产基地 (Siloxane
在2020年11月26日， 公司与Sarawak 州政府机构 (SEDC)签署备忘录(MoU)，在Tanjung Kidurong, Bintulu携手探索和经营一家综合型生产基地以供应硅氧烷予本地和国际客户。硅金属和甲醇 (methanol)乃是制造硅氧烷的两个主要原材料，硅金属的供应将由子公司 PMB Silicon Sdn Bhd 负责，至于甲醇则由 Sarawak Petchem Sdn Bhd 负责。Sarawak Petchem Sdn Bhd已经获得Sarawak 州政府的批准，在当地设立一家甲醇供应综合设施。

自1940年，从居家，医疗，电子，美容和化妆品等领域，硅氧烷已被广泛使用。硅氧烷里的成分有护发作用，也能被应用作为润肤剂，保湿剂等。

有机硅(silicone)是由硅氧烷配制而成，那透过有机硅的商业用途和市场规模也能间接推断硅氧烷的前景。由根据全球商業资讯咨询服务供应商 IHS Markit的一份研究报告（上图），中国依然是全球最大的有机硅 (silicone) 消费国，占全球42%（2012年：36%），接着是欧洲西部占全球17% （2012年：23%），美国则占全球15% （2012年：12%）。中国保持着领先的消费趋势，主要是当地拥有庞大且多元化的生产基地，尤其在医疗设备，密封胶 (sealants)，弹性体(elastomers)和电子类 (electronics)等等。根据独立市场调研机构Fact.MR指出，亚太地区 (APAC)将继续成为硅氧烷的主要消费地区，尤其在润滑剂 (lubricants)市场。至于拉丁美洲，中东和非洲将以温和姿态成长。

估值

回顾在2019年年末公司把旗下4家子公司以总值现金RM 43 mil转售予大股东，Press Metal Aluminum Holdings Bhd (PMETAL), 因此在2019财政年第四季度 (4QFY2019)录得一笔一次性转售盈利(gain on disposal) RM 10 mil, 如果剔除该笔盈利，调整后累积12个月的每股盈利 (Adjusted basic EPS)为 9.07仙，Adjusted P/E Ratio 为57倍。

展望2021财政年，目前上半年的累积税后盈利达RM 18.2 mil ，相等于公司在2020财政年全年税后盈利的80%。 如果公司在下半年第三季度和第四季度能复制第二季度的盈利水平或者交出将近每股盈利 RM 0.12,那2021财政年全年每股盈利将达 RM 0.20左右，如果以今天 (7th Sept 2021) 收市价 RM 6.93来观察，P/E ratio达34.6 倍。

总结
虽然 PMBTECH 处在高成长阶段，硅金属需求能见度高，但也得留意当中的风险，包括硅金属的价格波动，疫情持续蔓延影响产量，工程业务进度缓慢也会拖累整体盈利。

Disclaimer: 此文纯属分享，无任何买卖建议

Posted by Mr.Sm Invest123 > 2021-09-08 22:39 | Report Abuse

Good info for buddies, cheers

Posted by Mr.Sm Invest123 > 2021-09-08 22:53 | Report Abuse

PMETAL=PMBTECH

Posted by pete tf > 2021-09-09 10:35 | Report Abuse

Most likely bonus issue.

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

most likely

Posted by Mr.Sm Invest123 > 2021-09-10 23:06 | Report Abuse

stand firm at RM7, next RM8 is coming

Posted by pete tf > 2021-09-11 15:25 | Report Abuse

Up up.... then, bonus...

Posted by Mr.Sm Invest123 > 2021-09-11 23:34 | Report Abuse

NOSH: Only 215 Million

yup pete tf@ we are waiting.

Posted by PureBULL ... > 2021-09-13 09:49 | Report Abuse

PMBTECH,
closing > 713 = would mean it is going HIGHER high after 2 mkt days of PT,,,

Posted by stockfreak > 2021-09-13 12:43 | Report Abuse

"Genetech" addiction.

Posted by Mr.Sm Invest123 > 2021-09-13 13:45 | Report Abuse

so far only PMBTECH produce silicon metals in malaysia

Posted by Airline Bobby > 2021-09-13 19:07 | Report Abuse

You are the problem la.
Shhhh dont let the whole world know . We quiet quiet get in first. xD

Posted by Mr.Sm Invest123 > 2021-09-14 12:23 | Report Abuse

wow wow pang72@ Today WIDETECH AND PMBTECH leads the TECH GAME

Posted by PureBULL ... > 2021-09-14 16:59 | Report Abuse

PureBULL >>>, [14.09.21 04:29]
MACHINING.SHOP.THEME.PLAY most likely has seen the very top of euphoric prices.
this is 1 of the most beautiful n most efficient bull run in value creation.
lots of money seem to get out of those stocks.

harvesting season it's = the defensive strategy could be to sell into strength = on any spike up = at the top of their next LH.,.

Posted by Mr.Sm Invest123 > 2021-09-16 00:31 | Report Abuse

pang72 It will fly !!!

Posted by Mr.Sm Invest123 > 2021-09-17 01:05 | Report Abuse

waiting bonus issue 1:1

Posted by ipohwhitecoffee > 2021-09-17 12:08 | Report Abuse

very steady

Posted by Mr.Sm Invest123 > 2021-09-17 14:44 | Report Abuse

WA reach 4.70 now