Posted by Aaron_tan > 2022-02-04 11:24 | Report Abuse

Those who buy after see tp 50 here and stuck, please log case to sc

Posted by supersinginvestor > 2022-02-04 11:27 | Report Abuse

I m leaving pmbtech comments.
I dont want argue with people here bring bad luck.

Posted by Lucifer999 > 2022-02-04 11:38 | Report Abuse

k

Posted by skyhin > 2022-02-04 11:49 | Report Abuse

supersinginvestor===no need leave.... This KPC finally come out press button negative msg .... Plus aunty no buying pmb.... 17 20 30 40 50 also no related to her........ No need worry... We sit n see movie...... Yamsheng for cny mood....

Posted by Lucifer999 > 2022-02-04 12:04 | Report Abuse

O..

Posted by Aaron_tan > 2022-02-04 12:49 | Report Abuse

Please lar, up so much already from 12.2, now drop also normal. Blame me for what, u think every day 5% ?

Posted by LRWoo99 > 2022-02-04 12:52 | Report Abuse

Aaron Tan. 你别再自己打自己的嘴巴了。你不是说股价会去到8，9 块吗？ 请问一下现在多少钱了？不知道羞耻的人

Posted by Lucifer999 > 2022-02-04 13:15 | Report Abuse

15ish..far from 20,40,50..

Posted by Vaccineyes > 2022-02-04 13:26 | Report Abuse

Hope for the best.Good luck all

Posted by LRWoo99 > 2022-02-04 13:53 | Report Abuse

Lucifer if u think that is far then no nid to comment . U wait 20,40,50 only buy. Easy no nid complaint banyak

Posted by Lucifer999 > 2022-02-04 13:57 | Report Abuse

K

Posted by nagasaran93 > 2022-02-04 14:16 | Report Abuse

I dunno u guys why so budak kecik. Still wanna talk with these budak kecik mulut busuk.

Just ignore them. Apa susah main ngam kecik Miao miao. Better we sit tight and see our pmbtech 表演更好。

Posted by Lucifer999 > 2022-02-04 14:33 | Report Abuse

oh

Posted by Aaron_tan > 2022-02-04 14:41 | Report Abuse

You all want to repeat same mistake like last October??? Lol

Posted by SMInvest > 2022-02-04 15:04 | Report Abuse

START FROM TODAY, WE JUST IGNORE THIS OLD LADY(AARON TAN) MESSAGED

Posted by SMInvest > 2022-02-04 15:07 | Report Abuse

START FROM TODAY, WE JUST IGNORE THIS OLD LADY(AARON TAN) MESSAGED

Posted by SMInvest > 2022-02-04 15:09 | Report Abuse

WA up 60 cents today

Posted by geneteceyes > 2022-02-04 15:11 | Report Abuse

16 today. keep faith

Posted by SMInvest > 2022-02-04 15:11 | Report Abuse

hope close at 16 today

Posted by SMInvest > 2022-02-04 15:15 | Report Abuse

Fri 4 Feb 202203:14:24PM
KLCI:1522.01 (-3.72, -0.24%) red red, PMBTECH ROCKET !!!!

Posted by Aaron_tan > 2022-02-04 16:02 | Report Abuse

16 so low ? Not 26?

Posted by Ahahah > 2022-02-04 16:21 | Report Abuse

Need booster today

Posted by Lucifer999 > 2022-02-04 16:35 | Report Abuse

Limit up!

Posted by SMInvest > 2022-02-04 16:51 | Report Abuse

not bad ! today up 16 cents & WA 60 cents

Posted by geneteceyes > 2022-02-04 17:00 | Report Abuse

yes, monday will come soon enough for PMBtech to roar again

Posted by SMInvest > 2022-02-04 17:11 | Report Abuse

hope every week up RM1 enough liao

Posted by SMInvest > 2022-02-04 17:18 | Report Abuse

Cheers, to further mutual successes in the new year!

Posted by geneteceyes > 2022-02-04 17:51 | Report Abuse

PMBtech boleh

Posted by LRWoo99 > 2022-02-04 18:20 | Report Abuse

Before PMBtech QR releases this counter sure will go to RM17 at least. Those who kept spreading negative energy will not win big but those who believed in this counter sure will win small at least. Be positive and ignore Aaron Tan, Lucifer999 and those naysayers.

Posted by Lucifer999 > 2022-02-04 18:25 | Report Abuse

Oh

Posted by SMInvest > 2022-02-04 18:40 | Report Abuse

we are waiting the coming QR result to prove it. Heard net profit near 80- 100 RM millions

Posted by Ahahah > 2022-02-04 18:42 | Report Abuse

So good. Rocket lah

Posted by geneteceyes > 2022-02-04 19:07 | Report Abuse

the profit will correlate with the parent share, PMetal who are expecting very good profits as well

Posted by Airline Bobby > 2022-02-04 19:16 | Report Abuse

The cockroaches start to come to pmbtech comment section ald . The Bulll sign is here!

Posted by LRWoo99 > 2022-02-04 19:19 | Report Abuse

Whatever amount pops out from the latest QR, i am sure PMBTech will be selected into blue chip stock soon

Posted by Lucifer999 > 2022-02-04 20:07 | Report Abuse

K

Posted by Aaron_tan > 2022-02-04 20:34 | Report Abuse

Lol
Laugh die me … blue chip

Posted by skyhin > 2022-02-04 20:59 | Report Abuse

No need laugh....... Pricing increased cukup lah....

Posted by Lucifer999 > 2022-02-04 21:27 | Report Abuse

Day day up up! Hoot9e996!

Posted by SMInvest > 2022-02-04 21:28 | Report Abuse

PMBTECH supplying silicon metal to PMETAL

Posted by Vaccineyes > 2022-02-04 21:33 | Report Abuse

Terbaik PMBTechh and PMetal

Posted by SMInvest > 2022-02-04 21:52 | Report Abuse

Press Metal Aluminium - Another Record Quarter Incoming

Author: HLInvest | Publish date: Fri, 4 Feb 2022, 9:37 AM

We expect PMETAL’s 4Q21 results to come in at a record high with a net profit of between RM330m (+16% QoQ, +100% YoY) and RM370m (+31% QoQ, +125% YoY). If met, this would bring FY21’s sum to RM1.07-1.11bn, which is more than double vs. a core net profit of RM479m in FY20. We are expecting a further QoQ spike in 1Q22 earnings, due to soaring LME aluminium spot prices. We highlight that aluminium spot prices have breached the USD3,000/MT level. Maintain BUY with an unchanged TP of RM7.25 (25x P/E on FY22F EPS).

A strong 4Q21. PMETAL’s 4Q21 results are tentatively scheduled for release on 25 Feb. We expect core earnings for the quarter to come in at a record high – between RM330m (+16% QoQ, +100% YoY) and RM370m (+31% QoQ, +125% YoY), barring any unforeseen swings in cost structure. This will be driven by the following reasons: (i) higher LME aluminium spot prices, averaging at USD2,760/tonne in 4Q21 (vs. the average of US$1,931/tonne in 4Q20 and US$2,652/tonne in 3Q21); and (ii) full commissioning of the Phase 3 Samalaju project – resulting in increased sales tonnage in 4Q21.

FY21 earnings growth would be more than double YoY. Our 4Q21 core earnings estimate indicates that FY21’s cumulative profits would range from RM1.07bn to RM1.11bn, signalling a 124-132% YoY growth from FY20’s profits of RM479m. This would make up about 97-101% of our FY21F full-year forecast and 98-102% of full year consensus estimates. We expect a strong 4Q as PMETAL would benefit from: (i) the full-commissioning of Phase 3 Samalaju project would start in Oct 2021; (ii) higher LME aluminium spot prices; and (iii) earnings boost from its 25%-owned Phase 1 PT Bintan project.

ESG Framework. We highlight a few of PMETAL’s ESG framework:
1) PMETAL’s smelters are mainly hydro powered.
2) PMETAL has pledged to be carbon neutral by 2050.
3) PMETAL targets a 15% reduction in greenhouse gas (GHG) emissions by 2025.
4) PMETAL targets a 30% reduction in greenhouse gas (GHG) emissions by 2030.
5) PMETAL aims a 10% water withdrawal reduction by 2030.

Forecast. Unchanged. Our earnings forecast is based on an average LME aluminium selling price per tonne of US$2,550, US$3,150 and USD3,250 for FY21-23 respectively. We have imputed these few key hedging assumptions: (i) 65% hedged at US$2,050 for FY21; (ii) 50% hedged at US$2,300 for FY22F; and (iii) 35% hedged at US$2,300 for FY23F. Our alumina cost per tonne assumption remains unchanged at a steady 16% of PMETAL’s aluminium realised base price forecasts in FY21-23.

Monumental future growth prospects. We are projecting PMETAL’s core PATMI to grow massively by 130% and 111% to RM1.1bn and RM2.3bn for FY21-22F respectively. This would represent a CAGR of 121%, which we reckon is a pretty scarce phenomenon for a large-cap company, in our view.

Maintain BUY with TP of RM7.25. Our TP is based on FY22F EPS pegged to a P/E multiple of 25x, which is in line with its 3-year historical mean P/E. We may increase our ascribed P/E multiple for PMETAL as we note that the group deserves a premium in its valuations to reflect: (i) the group’s favourable cost structure as bulk of its energy costs are locked in via 15-25 year power purchase agreement (PPA) with Sarawak Energy Bhd; (ii) the scarcity premium of a growing large-cap, investible aluminium proxy in Malaysia; and (iii) its low carbon footprint as its smelters are hydro powered, making its ESG profile more favourable to investors.

Posted by SMInvest > 2022-02-04 21:53 | Report Abuse

PMBTechh and PMetal- PMB will be selected into blue chip stock soon

Posted by Lucifer999 > 2022-02-05 00:21 | Report Abuse

K

Posted by Vaccineyes > 2022-02-05 09:15 | Report Abuse

More to come from PMBtech.Year of thr metals and tech

Posted by Aaron_tan > 2022-02-05 10:00 | Report Abuse

Sminvest, pmetal already blue chip … part of klci

Posted by Cakes Moon > 2022-02-05 11:04 | Report Abuse

Aluminium price keep up!

Posted by Lucifer999 > 2022-02-05 11:04 | Report Abuse

oh

Posted by Vaccineyes > 2022-02-05 12:45 | Report Abuse

Terbaik PMBtech and PMetal

Posted by skyhin > 2022-02-05 16:10 | Report Abuse

Next week reach 17...... 1 days 30 sen cukup..... Baru org ckp pmb banyak bagus.... Hanya time saja result akan keluar..... Gambateh....