The shortage of the silicon metal supply in H1 2022 will depend on the power supply in the dry season in south-west China and the downstream production capacity. The downstream production expands rapidly amid the stagnated low supply, and the the shortage will intensify in 2022 onwards.
SMM Comments: The near-term silicon metal output is unlikely to pick up greatly due to prolonged production cuts in south-west China and de-stocking demand of leading manufacturers by end of the year. The mainstream prices of silicon metal of 3 and 4 series are likely to move between 30,000 – 40,000 yuan/mt in 2022 amid support from a rapidly expanding downstream sector though the potential power rationing in south-west China and energy consumption control in major producing areas will lead to supply shortage uncertainties in the first half of 2022.
Risks: production resumption of silicon metal in south-west China, and greater-than-expected capacity expansion in Xinjiang; delayed commissioning of silicone and polysilicon capacity; shrinking silicone consumption after COVID comes to an end.
A conclusion . PMBTech will reach 20 . Take my word seriously . It moves up slowly and steady . We dont expect super big surge but we expect a continuous moving upward at least 2 years
PMB Technology poised for a rebound, says RHB Retail Research theedgemarkets.com
December 07, 2021 07:40 am +08
KUALA LUMPUR (Dec 7): RHB Retail Research said PMB Technology Bhd is poised for a rebound following a recent pullback, as it bounced off the support while heading towards the immediate resistance of RM12.64.
In a trading stocks note today, the research house said if the stock manages to push above that level – crossing above the 21-day average line – the bulls may propel the stock towards the RM13.20 threshold, followed by the next resistance of RM13.68.
“This expectation will be nullified if it falls below the support level of RM12.04,” it said.
AT.... Yes wanna sell... U personal ask me how many lot I keep pmb... Baru u ckp I long investor loh........ Only u 0 lot at pmb......or never buy pmb only. Mai sini kacau kacau...... Only morning 13.00 saja tak sampai 1 min....... Dont be so regtres see my statement from telegram.... Sana ada hantu kwn u kut... Ha ha
EV.MATERIAL biz will grow by leaps n bounds every year continuously for decades...
So will be our a. EV.TECH stocks in mpi, d&o, inari, dnex b. EV.METAL stocks in msc, pmbtech, pmetal
these would be on the way as the fastest growing stocks on KLSE... 07/12/2021 12:11 PM
EV.METAL stocks r still yet to be discovered by our btc fun fraternity,, their growth rate is tremendous every yr n with certainty. EV.ECONOMY is making EV.METAL stocks the best multi bagger stocks in the history of msia,,
Am in the stock mkt since Aug 1987. I was a corporate planner engine with a cina banking group. I thought i was good to go to excel in stocks.
I was taken to the cleaners many times in my 1st 2 decades.,. Then a cina ahpek showed me with his fingers i.e. MAJOR C, sec level = MAJOR A, pri level
that was LIFE changing to me in stock investing.
My wish is, all the young n aggressive in this grouping r hungry for SUCCESS.
SIN, a global fin centre is next door = she needs true blue talents to help grow her clients' money, i,e, fund mgmt.,.
if u r young n or 30 something, pls master macd, the best indicator on stock charts. know its locations n where macd works best = u will do very well in stock.investing, I promise. I hope u go on to fund mgmt in SIN.
hey HC, the 1st young talented man who dared to approach me. pls shout LOL pls.,.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Lucifer999
599 posts
Posted by Lucifer999 > 2021-12-06 19:59 | Report Abuse
Hoot9e996 !!!