Posted by GorengHealthcare > 2020-11-30 10:11 | Report Abuse

geng. really geng. respect.

Posted by meistsk3134 > 2020-12-01 15:52 | Report Abuse

now need aluminium after RCEP sign?

Posted by dalpinia > 2020-12-02 16:00 | Report Abuse

Aluminum record high, PMetal also record high.
Copper record high, JAG is a hidden GEM!!!

Posted by mrmeow > 2020-12-03 15:58 | Report Abuse

ARANK < Hidden aluminium counter that is yet to fly exponentially

Posted by Effendy Tay > 2020-12-09 07:31 | Report Abuse

World demand for aluminium is genuinely progressive for solar energy just as in China. Keep track your vision is right next coming in line is PA resources with Tan Sri Chan Kong Choy leading the board Man of integrity. Just be patient.

Posted by impreza2388 > 2020-12-09 12:13 | Report Abuse

break RM 8.00 jor it hurts

Posted by Mr.Sm Invest123 > 2020-12-11 23:16 | Report Abuse

TapDance) Low Risk High Return (10) – PMB Technology (PMBT)
Author: tapdance Publish date: Mon, 7 Dec 2020, 10:15 AM
Close


Summary



Today’s PMBT bears a striking resemblance to the 2016’s Press Metal (PM) – which has grown by +1,000% in 2 years’ time.

PMBT is banking on Silicon as an essential material for our future economy.

Silicon is the basic material for solar industry.
Tesla intends to replace cobalt with silicon for its batteries.
China alters global silicon supply demand balance as it pivots on environmental friendly policies.
These factors drove silicon price to a fresh 3-year high.

Majority own and manage by the Koon family, PMBT and PM are of the same playbook. More importantly when PM started off with less resources and market recognition in the past, today’s PMBT – leverage on experience acquired and the market respect from PM – earning will ramp up swifter.

Eventually share price trajectory will follow suit.



Description

Press Metal (PM) – one of the most efficient and lowest cost aluminium producer globally is a majority shareholder of PMB Technology (PMBT). Both companies are mange by the Koon brothers. In late 2019, PMBT disposed its aluminium business (to PM) to stay focus as a silicon provider.

Silicon metal is an important element added to various grades of aluminum alloys used in performance applications such as automotive components and aerospace products.

Silicon metal also is a critical raw material in the production of silicone compounds used in numerous products including sealants, adhesives, rubber gaskets, caulking compounds, lubricants, food additives, coatings, polishes, and cosmetics, among others.

In addition, silicon metal is the base material in the production of polysilicon, a purified form of silicon used in solar cells and semi-conductors.

In summary, Silicon demand will be driven by solar and electronics in many years to come, whilst supported by its widely adopted application in various industries currently.



Growth factors



Management and efficient Hydro power supply
The competitive advantage of the PM series of companies lies in its lean production cost. On top of the very capable management strength, the ultra-competitive position is because of its power procurement contract with Sarawak Energy i.e. Bakun Hydropower.

Aluminium and Silicon production requires substantial amount of power. Energy cost as a single cost component weights more than 40% of the total production cost. The availability of an efficient energy sources alone determines the survival rate of the business.

By securing the ultra-competitive Bakun hydropower supply contract – which is one of the lowest in the world, PM has and PMBT will emerge as one of the lowest cost producer in the world.

Meanwhile PMBT is already position at the middle to lower quartile of the global cost curve despite starting out as a green field player only in 2019. Further improvement is on sight.

Below snapshot from the PMBT’s website confirms and mentions about its advantages:



China supply outlook – Silicon and Aluminium price on a tear

Posted by Mr.Sm Invest123 > 2020-12-11 23:20 | Report Abuse

Silicon prices rose for two consecutive months and prices continued to rise last week , with price of non-Oxygenated #553 silicon in east China at 13,000 yuan/mt and those of Oxygenated # 553 silicon at 14,200 yuan / mt . More good news to come for PmbTech .

Posted by tkl88 > 2020-12-26 08:31 | Report Abuse

Next week is the windows dressing, will be the super bull market for KLSE !

Huat ah ! Heng ah ! Ong ah !

Posted by pete tf > 2020-12-29 17:14 | Report Abuse

Hovering around 8 for a while.

Posted by impreza2388 > 2020-12-30 15:56 | Report Abuse

walao bull run today 8.38 highest !

Posted by dalpinia > 2020-12-30 16:04 | Report Abuse

RM9 tomorrow :)

Posted by mrsia94 > 2020-12-30 16:57 | Report Abuse

It's still strong and sustainable!

Posted by Mr.Sm Invest123 > 2020-12-31 14:53 | Report Abuse

Mother n kid pmetal n Pmbtech boleh boleh go go go go go

Posted by telusdansuci > 2021-01-04 10:31 | Report Abuse

https://klse.i3investor.com/blogs/kenangaresearch/2021-01-04-story-h1539144223-Press_Metal_Aluminium_Strike_While_Still_Hot.jsp

Posted by Mr.Sm Invest123 > 2021-01-04 22:58 | Report Abuse

Very good counter

Posted by Mr.Sm Invest123 > 2021-01-07 22:53 | Report Abuse

券商 ：肯纳格证券研究
投资建议 ：跑赢大市
目标价 ：9.75令吉
闭市价 ：8.25 令吉（截至1月5日）
每股盈利 ：24.3 仙（2021财年估计）
本益比 ：34.5倍（2021财年估计）
股息收益率 ：1.2%（2021财年估计）

随着平均价格的增长、较低的成本结构以及新增的42%产能，齐力工业（PMETAL，8869，主要板工业）2021财年收益将写下新纪录。此外，基于该股去年表现抢眼及铝价前景光明，该行认为该股仍有上涨空间。

尽管氧化铝价格在2020年财年末季随着铝价上扬，但原材料价格的涨幅并不大；氧化铝成本仅占铝价格的15.4%，这意味着，随着利润的提高，齐力工业末季表现可能会走强，2021财年可能取得创纪录的收益。

由于经济体重新开放提振需求，带动乐观情绪，铝价在上周四达到3年来新高。同时，在供需不匹配的前提下，铝价仍有上行空间。

此外，齐力工业去年一整年上涨了80%，是马股中表现最好的非手套股票，甚至在去年末季飙涨至8.53令吉历史最高点，这很大程度上是因为经济重新开放，受抑制的需求推动大宗商品上涨。

Posted by Mr.Sm Invest123 > 2021-01-07 22:57 | Report Abuse

This is based on the aluminium price up-cycle which is premised on a supply-demand dynamic mismatching, the research house told clients in a report.

PETALING JAYA: Although aluminium producer Press Metal Aluminium Holdings Bhd had an impressive run last year and was the best performer for a non-glove index stock, there is still upside, said Kenanga Research.

This is based on the aluminium price up-cycle which is premised on a supply-demand dynamic mismatching, the research house told clients in a report.

This in turn is attributable to a commodity rally which is happening as economies reopen and pent-up demand continues to unfold.

“In addition, FY2021 will be a record year with its 42% new capacity, boosting earnings.

“We reaffirm our outperform rating with a higher target price of RM9.75, “ Kenanga said.

The stock rose to a high of RM8.52 yesterday valuing the company at over RM34bil.

Even so, the stock was not spared from the meltdown in mid-Mar 2020 where its share price plunged 48% from the beginning of the year to RM2.74 but it has since rebounded strongly by 205% from that low.

In 2020, the Press Metal stock had risen 80% making it the best non-glove performer for an index-stock.

Meanwhile, according to Kenanga, aluminium prices are at a three-year high.

Notably, the solid price movement is in line with the rally of other commodities.

In terms of the supply of aluminium, this is not expected to match robust demand, especially in China where the authorities have directed old environment-unfriendly plants to shut down, worsening supply-demand dynamics.

“As such, this could be the early stage of an price up-cycle; furthermore the current price is only about 4% above its 10-year mean of US$1897 per tonne.”

The research house also said although alumina prices have risen in tandem with rising aluminium prices in 4Q of 2020, raw material prices did not increase as much, at only 8% as compared to aluminium prices at 12%.

“As such, the cost of alumina only made up 15.4% to aluminium prices as opposed to 16% in 3Q 2020.

“This implies that Press Metal’s upcoming results are likely to be stronger with improved margins.

“Going forth, with rising prices and a lower cost structure coupled with the 42% new capacity, FY2021 will likely be a record-breaking year.“

Posted by Mr.Sm Invest123 > 2021-01-11 21:06 | Report Abuse

HLIB Research starts coverage of Press Metal, with target price at RM10 - http://www.theedgemarkets.com/article/hlib-research-starts-coverage-press-metal-target-price-rm10 (Share from StockHunter)

Posted by pete tf > 2021-01-14 13:18 | Report Abuse

9.00 soon

Posted by Mr.Sm Invest123 > 2021-01-14 23:49 | Report Abuse

Sure sure Pete tf. Should over 10. Pmbtech 6.00 soon

Posted by Mr.Sm Invest123 > 2021-01-16 08:59 | Report Abuse

中鋼（2002）昨（13）日拍板今年2月盤價，主力底材熱軋每公噸大漲2,200元，平均漲幅9.5%，價格和漲幅雙創三年11個月來新高，仍預留空間給下游用戶，預計子公司中鴻下周跟進。

Posted by vzcb1t > 2021-01-18 00:40 | Report Abuse

PMetal和PMBTech有什麼關係？

Posted by PureBULL ... > 2021-01-18 03:13 | Report Abuse

Jan 12, 2021 5:19 PM | Report Abuse

EXPORT.THEME.PLAY for 2021 is building up today ...
Values r increasing. In 1-2 months time, I expect most of these stocks will be very HIGH.

i. D&O, UNISEM, MPI, GREATEC, UWC, INARI, JFTECH
ii. PIE, FPI, VS, SKPRES, ATAIMS
iii. PMETAL, PMBTECH
iv. 7 GLOVES
v. MUDA, SCIENTX

Join this happening Te le gram group. You can learn the knowhow of many sifu with time proven strategies n tactics for today's mkt. Search at: greatstockinvestors

Posted by Mr.Sm Invest123 > 2021-01-18 11:30 | Report Abuse

Wow Pmbtech finally over RM5.00. Next TP after CNY is RM6.00

Posted by Mr.Sm Invest123 > 2021-01-20 08:41 | Report Abuse

TP Pmetal may over RM 9.00-10

Posted by inikalilah888 > 2021-01-29 09:49 | Report Abuse

koyak already ke?

Posted by gemfinder > 2021-01-29 09:59 | Report Abuse

buy in 7.77

Posted by gemfinder > 2021-01-29 18:04 | Report Abuse

Sold 7.97. Tqvm for contra gain

Posted by fresh investor > 2021-02-09 14:46 | Report Abuse

bonus issue?

Posted by Fklim888 > 2021-02-15 09:48 | Report Abuse

Rm10... is coming

Posted by Dragon88 > 2021-02-15 15:56 | Report Abuse

International price for aluminum is on the uptrend. Good for Pmetal

Posted by Fklim888 > 2021-02-15 22:30 | Report Abuse

Aluminum price keep increased drastically ....

Posted by limkt1970 > 2021-02-18 09:51 | Report Abuse

Aluminum price hit new high in 2 years last night. This stock is the prime commodity play counter in Bursa amid global theme of reflation and inflation and commodity heat.

Posted by Kevin Tam > 2021-02-19 10:37 | Report Abuse

Target price of HLG n Kenanga always ahead of others 4-5 weeks .... These 2 months , HL research become another research house always giving higher target price than others ... RM9.60-10 target price ...... :)

Posted by meistsk3134 > 2021-02-19 10:40 | Report Abuse

china keep buying alu for new project

Posted by Fklim888 > 2021-02-19 17:39 | Report Abuse

Definitely will be break record highest..pmetal.

Posted by Hamsip > 2021-02-20 22:36 | Report Abuse

No correction aluminium futures falling hard

Posted by LukeSkywalker > 2021-02-24 13:22 | Report Abuse

RM9.50 POSSIBLE?

Posted by pete tf > 2021-02-24 18:53 | Report Abuse

Soon

Posted by meistsk3134 > 2021-02-25 08:58 | Report Abuse

declarw dividend

Posted by inikalilah888 > 2021-02-25 11:13 | Report Abuse

RM10 soon

Posted by Thelastone > 2021-02-25 18:04 | Report Abuse

Price quite high now!Bonus issue can come

Posted by Flybythenite > 2021-02-25 21:01 | Report Abuse

Wow! So much food! Yum yummm!

Posted by theidiotone > 2021-02-25 21:31 | Report Abuse

soaring of aluminium price recently making this boss wealth get accumulated even faster..the world of capitalism

Posted by LukeSkywalker > 2021-02-26 08:42 | Report Abuse

ANY POSSIBILITY OF BONUS SHARE ISSUE OR SHARE SPLIT?

Posted by Bgt 9963 > 2021-02-26 08:57 |

Post removed.Why?

Posted by Bgt 9963 > 2021-02-26 09:00 |

Post removed.Why?

Posted by SpicyMcDeluxe > 2021-02-26 10:19 | Report Abuse

kekw

Posted by questra > 2021-03-02 23:42 | Report Abuse

Insiders disposed kaw kaw