Aluminium features trading above $2,780(USD/T) and progressively heading upward. Since the price been ascending (highest since May2011), any price correction/revisal, should be safe & sound.
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。
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。
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。
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。
EU will prohibited new sales of diesel cars by 2030. As for new gasoline cars, the time line set is 2035.
In order to accommodate this transition, a lot new eV plants already in the pipeline and aluminium as the raw material needed will be very much sought after.
750kg to 1 tonne per vehicles. Aluminium price will be supported by this game changer in mobility and price will only softened when phase out eV goes into recycle.
1) US Market rattles me 2) aluminium price rises too steep, not reallly that good for aluminium consumers. I scare Lba contract customer or PO at cheaper delivery. 3)1.2 always a big obstacles, need big volume push or very good qr result. 4) the effect of mco3 on coming qr. I dun want to bet big, anyhow i still Lba shareholder.
Ya dj index facing resistance and started to drop since days ago, will sure affect local mkt, if not because of aluminium price is good now, I think this counter already go below 0.6
alcom also dropped a lot, could be dumped by same buaya..initially also think can hold longer but too bad up a while only...sigh...they like to use all these commodity price as a goreng theme.
New IPO: The onshore and offshore support services provider for the O&G industry, Steel Hawk Bhd aims to list on the Ace Market!
MQ Trader 2904 views | 2 d ago
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New IPO: The largest mini-market player and a leading groceries retailer in Malaysia, 99 Speed Mart Retail Holdings Bhd aims to list on the Main Market!
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....
DaitoRyu
1,459 posts
Posted by DaitoRyu > 2021-09-07 18:51 | Report Abuse
Can't see why the upcoming result wouldn't be good, everything points to a good, or very good result.