KLSE (MYR): PMBTECH (7172)
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Last Price
2.66
Today's Change
+0.04 (1.53%)
Day's Change
2.60 - 2.70
Trading Volume
128,700
PMX nwip will be a game changer and one of the biggest beneficiary will be silicon metal for solar panel. Again and again, wait for the right entry window to collect
2023-09-20 16:01
BIMB's Analyst - Sell Call: PMB Technology
Price Target: RM1.11
Global silicon metal prices remained on a downward trend in Q2 2023, down on
average by 30% from the beginning of the year, amidst persistent weakness in
demand.
Market conditions are expected to remain challenging as
the demand outlook from the automotive and silicones sectors remain uncertainty and worried.
Current PE: 140x (Price Rm3.17) - too expensive and overvalue
QR profit decline significantly sharp:
1. QR Feb 2021 - RM107m
2. QR May 2022 - RM54m
3. QR Aug 2022 - RM35m
4. QR Nov 2022 - RM18m
5. QR Feb 2023 - RM10m
6. QR May 2023 - RM9m
7. QR Aug 2023 - RM2m
8. QR Nov 2023 - (hundred thousand amount? you do the math)
Inventory increasing:
1. Q4 22 - 270m
2. Q1 23 - 354m
4. Q2 23 - 447m
product in inventory exceeds the projected consumer demand result remains unsold and effect of quality degradation, involving cost to manage high inventory, working capital being tied.
Cash & Equivalents in current asset is decreasing:
1. Q4 22 - 127m
2. Q1 23 - 104m
4. Q2 23 - 71m
Cash Flow is negative and getting bigger:
1. Q1 2023 (-15m)
2. Q2 2023 (-82m)
Free Cash Flow is negative, business has more outflow than inflow which is company is losing money:
1. Q1 2023 (-77m)
2. Q2 2023 (-163m)
Company clearly not generated enough revenue to cover the costs
ROE
1. ROE
-Q4 2022: 14%
-Q1 2023: 8%
-Q2 2023: 4%
ROIC:
-Q4 2022: 11%
-Q1 2023: 6%
-Q2 2023: 3%
Net Margin:
-Q4 2022: 3%
-Q1 2023: 2%
-Q2 2023: 0.9%
Current quick ratio: 0.50 - company indicate liquidity not have enough money to meet its short-term liabilities.
Asset turnover ratio: before is 1.26, now decreaing to 0.60 - a sign of low utilization rate of their factory and plant.
Price action discount everything means all the information about a company is already reflected in the stock price. Do not against the market. Do not think to accumulate. PE is 140x.
2023-09-20 20:30
行家论股
上升股:齐力科技 阻力RM3.27
2023年09月21日
齐力科技(PMBTECH,7172, 主板工业股)的日线股价趋势于9月20日间显现着一段技术反弹走势,闭市时报3.17令吉,按日涨10仙或3.26%。短期间该股或会上挑3.18-3.27令吉水平。
20/09/23行情
2023-09-21 00:38
行家论股/上升股齐力科技-阻力RM3.27
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E4%B8%8A%E5%8D%87%E8%82%A1%E9%BD%90%E5%8A%9B%E7%A7%91%E6%8A%80-%E9%98%BB%E5%8A%9Brm327
2023-09-21 00:40
Experts discuss stocks
*****Rising stocks: PMB Technology Resistance RM3.27
September 21, 2023
The daily stock price trend of PMB Technology (PMBTECH, 7172, main board industrial stock) showed a technical rebound trend on September 20, closing at RM3.17, up 10 sen or 3.26% on a daily basis. The stock may rise to the 3.18-3.27 ringgit level in the short term.
20/09/23 Quotes
2023-09-21 00:42
China Metal Silicon Spot Price
http://www.sunsirs.com/uk/prodetail-238.html
2023-09-21 15:46
Need no argue so much, just monitor this sideways pattern, whether it could breakout above 321 or it may test supports 303.
2023-09-22 21:02
I thought already in holand?
noscopesummer
very hard to holland actually
1 month ago
2023-11-24 19:05
Limit down yahoo
Follow medusa earn plofit
Follow other Holland coming
Kikiki…
2023-11-24 21:31
this counter 50 cents also must think twice. profit so low... until no eye see.
2023-11-29 20:16
There's Cantonese saying, heal back also waste medicine.... Another 3-5 year la...
2023-12-08 09:38
As from my humble observation, the price is too pricy and very high P/E . if i want to buy metals counter, i will choose Pantech lah.
2023-12-15 12:53
2023 has been a miserable year - a really sad ending plummeting back after the exponential spike in 2022 :(
2023-12-20 11:50
“金属硅”(也称工业硅)是20世纪60年代中期出现的一个商品名称,它的出现与半导体行业的兴起有关。国际通用做法是把商品硅分成金属硅和半导体硅。金属硅(Si)是工业提纯的单质硅,主要用于生产有机硅、制取高纯度的半导体材料以及配制有特殊用途的合金等
2 months ago
在未来5到10年内,金属硅市场需求将继续稳步增加。随着汽车在越来越多的地方普及,铝合金行业对金属硅用量将继续增加。此外,化工行业也将成为金属硅需求增加的主要动
2 months ago
In 2017, we introduced PMB Silicon into our portfolio. Operating from Sarawak, Malaysia, our plant uses renewable energy (hydroelectric) and follows strict industry and sustainable practices in our manufacturing process. The Group’s vision is to become a global player in the production of silicon metal and aluminium fabrication industry.
2 months ago
PMB Silicon is located in Samalaju Industrial Park Sarawak, in an area regulated by the Department of Environment Malaysia. It is built within an area planned for five phases of development and facilitated by two purpose-built ports.
Sarawak is also blessed with high annual rainfall and an abundance of rivers that provide affordable and renewable energy to power our plant. There is also an abundance of high-quality raw materials to ensure our supply chain is never disrupted.
2 months ago
It's going to repeat like pmetal....Drop death and sideway 2 years, and still counting when to resuscitate to breakout
2 months ago
SMInvest
The CEO responded that in the long term, the metallic silicon industry will be a key
beneficiary of the ongoing green transition which is gathering momentum. The
Company of the view that there could be an opportunity to break into Solar Photovaltaic
industry due to the current trend on switching of lithium ion battery to sodium ion
battery as a consideration for usage of solar panel.
2023-09-20 10:13