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2015-08-07 12:55 | Report Abuse
The future of PMetal is still very promising. I recommend to BUY now.
铝价虽疲软‧国际需求高 齐力业绩下半年会更好
财经新闻
财经
2015-06-19 08:12
(八打灵再也18日讯)尽管铝价表现疲软,但是国际需求强劲,齐力(PMETAL,8869,主板工业产品股)凭着自身优势,估计业绩在下半年会更好。
齐力总执行长拿督管保强,今天在股东大会的记者会上说,该公司对铝价还是有信心。
原产品价格进入低迷周期,伦敦金属交易所(LME)的铝价,自去年杪开始走跌,目前落在每公吨1800美元左右,不过,身为东南亚最大的铝锭冶炼商,管保强看好铝价很快会回稳。
“全球对铝的需求还是强劲,单单在日本、韩国、台湾及东南亚,需求量高达6至700万吨,我们和印尼生产商的产能,加起来也不过100万吨左右,这个市场绝对没有饱和。”
“而且,目前铝价是不合理的。铝价是影响公司业绩的关键。”
“我们的优势是维持低营运成本和高效率,因此仍可保持竞争力,达到可观的利润。”
此外,砂拉越提供的10年免税优惠,加上电力资源充足,生产基地地理位置优越,因此,他对公司的前景充满信心。
目前砂拉越冶炼厂的产能为44万吨,随着第三期扩充计划年杪完工,届时可额外提供32万吨产能,将总产能推高至76万吨。
提高增值品产量
齐力也计划透过增值产品的产量,提高该项业务对盈利的贡献。
目前,增值产品贡献了约30%盈利,该公司计划提高至将近50%。
管保强说:“我们要增加我们的增值产品,而不仅仅是改善赚幅而已。”
齐力的其中一项增值产品,就是铝合金轮辋,产品素质已经达到韩国及欧洲的标准。
另一方面,针对中国取消特定铝制品的出口税,管保强指出,中国的措施并没有对铝市场造成任何显著的影响。
他说,虽然中国取消出口税,但是铝原料仍须缴付17%的增值税(VAT),出口成本提高,所以不可能会大量涌入国际市场。
至于美元强劲令吉疲软,齐力将会受惠赚幅扩大,因为公司出口业务多以美元计算。
他说,虽然购买原料是以美元交易,但公司在本地生产,营运成本以令吉计算,所以还是从中获利。http://www.nanyang.com/node/707605?tid=462
2015-06-24 09:34 | Report Abuse
No new contracts at all in one year . Good job, Gadang!
2015-06-24 09:32 | Report Abuse
anyone interested to buy its WA? 0.69 seems like a buying point.
2015-06-17 16:39 | Report Abuse
No worry to buy a good stock like Elsoft. BUY it when it is on sale before regret.
2015-06-12 08:41 | Report Abuse
no dividend at all. No wonder the share price can't move up
2015-06-02 12:16 | Report Abuse
Time to collect? The price is keep dropping. What do u think?
2015-05-23 09:16 | Report Abuse
excellent result! can collect more when market down.
2015-05-15 10:16 | Report Abuse
These are old stories.
The fact is Gadang didn't get any contracts since last year. The growth greatly depends on Capital 21 only which is absolutely not enough for future growth and eps. You should compare Gadang with the other companies in SAME industry. Then, you will know what is Gadang's real performance. Tan Sri Dato' Kok Onn (CEO) also admitted that Gadang DIDN'T IDENTIFY any new jobs this year and remain cautious this year (Source: newspaper and annual report).
You may buy it but please remain cautious as what Tan Sri is doing.
2015-04-27 19:04 | Report Abuse
One reason, USD/MYR is getting strong from 3.7X to 3.5X
2015-04-24 09:35 | Report Abuse
Probaby, please study how to read quarterly report. Don't just look at the eps only. READ AND UNDERSTAND. You will know what we are talking about. Only you think that the performance is bad.
2015-04-23 18:46 | Report Abuse
Overall, the results are good. But, I think the key point resulting slightly worse overall profit was mainly due to cost from construction division. It drag down overall net profit.
"Revenue for the current quarter increased to RM120.91 million over the corresponding quarter of the preceding year as a result of improved construction progress. However, profit before tax decreased by 26.89% to RM9.02 million mainly due to additional cost for completed projects and increase in operating expenses arising from tax penalty."
2015-04-14 19:03 | Report Abuse
STOP ARGUING HERE!
Focus on the latest company performance and its fundamental analysis! Don't waste time to chit chat and argue. It doesn't help to earn more money and invest correctly.
We need to clam down and analyse. Is the fundamental of Gadang going down? Is its future bad?
If no, just keep. If you lose money in this counter and hate Gadang, just leave and choose others that you can think u will gain more.
No one will force you to buy anything. You need to bear all responsibilities.
Please start to discuss the investment analysis that can help us to know more Gadang inside out.
2015-04-14 09:56 | Report Abuse
still can buy wa for short term
2015-04-06 11:12 | Report Abuse
Gadang price will not go up for the time being. Any increases in the share price are just TEMPORARY. Don't be happy for short increase.
Unless:
1. Good result in next quarter
2. Get new contracts
3. 11MP construction projects start running.
2015-04-04 00:11 | Report Abuse
Selling warrant in a right time is the key.
2015-04-03 14:07 | Report Abuse
@Johann5354. Buying warrant is more profitable.
Reason 1: Many warrants have been exercised. The price is easily pushed up with less warrants in the market.
Reason 2: Warrant is cheaper. 5 sen difference now. The gap is bigger sometimes.
Reason 3: Once the Suncon news is released, Sunway's price might go higher. WA is definitely has better profit.
Are 3 reasons enough?
2015-04-02 13:39 | Report Abuse
The current PEG ratio is only 0.195. Extremely low.
2015-03-23 20:15 | Report Abuse
magnum138, may i know how much profit can be generated for the new project? Is that project new in Malaysia?
2015-03-14 13:01 | Report Abuse
apini, don't say out my intention, please.......
2015-03-14 12:24 | Report Abuse
Gadang is not performing well compared to Mitra is mainly due to the abilities of getting new contracts. Gadang' management has to prove what they said in EGM by getting more contracts soon. Otherwise, the stock price will jump down to 1.20 easily when market is down again. Initially, I was confident on this stock since Tan Sri said Gadding is bidding billion worth contract. A few months later, Tan Sri suddenly said that they didn't identify any jobs yet!!
I will be no surprising if it goes down to 1.2 or below.
2015-03-11 15:47 | Report Abuse
Mitra can fly is due to the many new contracts. Gadang didn't have any contract this year yet. CEO also admitted that he has not identified any jobs.
2015-02-28 08:51 | Report Abuse
I think I will buy it if it drops to 0.50 or below.
2015-02-27 19:59 | Report Abuse
Share buyback starting!!
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1889981
Bonus shares is coming to town.
2015-02-27 10:10 | Report Abuse
Sell it before dropping to 0.50. Wakaka~~
2015-02-27 10:08 | Report Abuse
It is due to T+3. Gamblers will sell it off. I like to see the drop. Can drop to 1.5 or below?
want to accumulate more for the bonus~~ :)
2015-02-25 22:46 | Report Abuse
New quarterly result is out.
1) Good performance of all segments +
2) dividend increased +
3) NAV of 3.44 +
4) future SunCon +
5) special dividend due to SunCon +
6) continuous share buyback +
7) continuous share acquisition from Tan Sri
= RM4 of Sunway will come true soon
2015-02-25 19:19 | Report Abuse
long waiting for the result. It should be released tomorrow or Friday.
2015-02-25 12:51 | Report Abuse
Please drop to 1.5 or below. I haven't bought enough.
2015-02-24 22:32 | Report Abuse
I strongly believe that the coming eps will be bette than last quarter(0.62 cents). I hope the price can drop to 0.55 or below so that I can buy it low tomorrow.
2015-02-24 19:34 | Report Abuse
The substantial shareholder has just sold 1,000,000 shares. Is the result bad?
2015-02-24 10:07 | Report Abuse
kai8994, if the Special div and free SunCon shares (1:10) will only be given out by June, the news should be released earlier than June. When will it be normally? One month earlier?
2015-02-24 10:04 | Report Abuse
My analysis of RM4 will come true. It is truly reasonable for high growth stock. No kidding. Look at Datasonic and Inari, this counter can fly to RM4 next year.
2015-02-23 16:47 | Report Abuse
The eps is getting stronger according to the recent quarterly results (2nd =3.84, 3rd =4.06). I estimate that the eps can be achieved by 4sen every semester since Elsoft is expanding its LED business in medical and car industry. High growth of Elsoft is definitely undeniable.
If eps of 4 cents can be maintained every semester, 16 cents will be achieved in next financial year. Current price, 1.73/0.16 = PE10.8. Market is likely to give high PE to high growth companies, e.g. VS and INARI.
Ladies and gentlemen, PE25 X 0.16= RM4. I wish all the shareholders here can earn more in this counter. The latest quarterly result is about to release. Let's wait and see.
2015-02-17 23:14 | Report Abuse
Buy MMSV or Elsoft?? What do you think?
2015-02-17 16:06 | Report Abuse
Elsoft vs MMSV. Which one better? reason?
2015-02-13 19:17 | Report Abuse
Don't up too fast. Please drop to 1.5. I didn't buy enough
2015-02-13 19:14 | Report Abuse
The third quarter result is the another key.
2015-02-13 15:54 | Report Abuse
No good news to push the price. The increase is just temporary. Gadang has to secure more projects to sustain the eps to give more confidence to the investors.
2015-02-03 21:31 | Report Abuse
Dear d7zul, free is the only way to share your investment concept/idea to people. Free analysis and tp are a lot online.
2015-01-29 17:07 | Report Abuse
Please drop to 1.40. I would like to collect more.
2015-01-28 16:49 | Report Abuse
start to fly~~ I am quite confident of the sales of Capital21. Buy before regret~~
2015-01-27 15:06 | Report Abuse
Elsoft needs to split in order to attract the fund managers to buy in.
2015-01-21 09:42 | Report Abuse
Gadang' holding date was 30/9/2014. I thought that was mid of October. Anyone knows?
Stock: [PMETAL]: PRESS METAL ALUMINIUM HOLDINGS BERHAD
2015-08-11 15:25 | Report Abuse
When the price high, people say overvalue, don't dare to buy. When the price low, people say very risky, don't dare to buy as well. I recommend GARP theory by Peter Lynch. Grow in A Reasonable Price (GARP). I don't think you guys can make big money by buy high sell low. Current price has reflected the low aluminium price issue in an unreasonable price drop.
You may just cut loss and sell now if you don't agree, no need to comment me such way. But, this will not help you to get any good return as a speculator.
Go ahead and do what you usually do as a speculator.