Koon Yew Yin's Blog
Alcom is under-valued - Koon Yew Yin
Koon Yew Yin
Publish date: Mon, 21 Feb 2022, 07:25 PM
Koon Yew Yin
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An official blog in i3investor to publish sharing by Mr. Koon Yew Yin.
All materials published here are prepared by Mr. Koon Yew Yin
All materials published here are prepared by Mr. Koon Yew Yin
Aluminium price has been going up in Malaysia as shown on the chart below.
Aluminium price is also going up in the overseas market as shown on the chart below.
Based on the increasing aluminium price, Alcom should report much better profit for its next quarter ending December which will be announced before the end of February.
Press Metal’s last traded price is Rm 6.65. Its EPS for the latest quarter ending Sept was 3.51 sen and 3.16 sen for its previous quarter.
Alcom’s last traded price is Rm 1.04. Its EPS for the latest quarter ending Sept was 5.12 sen and 5.86 sen for its previous quarter.
By comparison Alcom’s share price should be higher than Press Metal’s share price of Rm 6.65.
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Discussions
Be the first to like this. Showing 18 of 18 comments
Manufacturing and trading of aluminium products made of only 1/3 of 2021 EBITDA
2022-02-21 19:59
Philip ( buy what you understand)
As someone who has visited press metal plant in bintulu recently, I thought the reason why press metal is a 56 billion ringgit company and alcom is a penny stock would be very very clear.
Cost structure, management, access to customers and margins.
1. Cost structure - power supply from an ESG approved hydro source negotiated at much lower rates than tnb and cheap labor and cheap land agreement with Sarawak government which is the biggest costs in any manufacturing center is a huge huge difference from alcom scale. Peanuts versus elephants.
2. Management - very well managed company which supplies to the largest electronics company in the world, and major European and American companies versus a company which if not for shortage and inflation will be loss making and unable to compete internationally.
3. Access to customers - cash and reputation is king. Who do you think wins?
4. Margins - for all the reasons above, press metal has huge and wonderful margins.
For these reasons I think buying alcom is a silly idea born of speculation in penny stocks. Anyone who buys penny stocks deserves everything they get from it.
2022-02-21 22:13
What matters is who makes more money vis-a- vis share price ( ie PE ) and who reward shareholders more with dividends in the recent past and next few years.
2022-02-22 06:48
Geezer says undervalued but so many stocks are also undervalued in Bursa. Even Anal-Lists recommendations from brokerage houses don't go up, what makes Geezer thinks he's mediocre pick will succeed. This Geezer has KARMA to answer to.
2022-02-22 10:59
Sometime I wonder did KYY actually felt embarrassed by all his half past six articles?
2022-02-22 13:23
Uncle lose how much ald .Stop playing and enjoy retirement la . Why risk it at this age , aiyoyo like little boy xD
2022-02-22 19:44
When uncle promotes a new counter, u know he lose his pants in the previous stock he promoted. Indeed I also wonder does he ever feel embarrassed furnishing people with all the misleading info. I bet people like him will not feel ashamed anymore. Just pity his family who will receive bad karma because of what he does
2022-02-22 20:52
If kyy trades his part of shares totally based on fundermental alone in bskl , he's going to lose big!
2022-02-23 00:51
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Profit mostly from property sector leh ..
2022-02-21 19:42