have a look at my blog post OSK Revisited: https://klse.i3investor.com/blogs/milosh/2021-06-06-story-h1566076037-OSK_5053_Revisited_Jun_21.jsp

have a look - my blog on TOMEI: https://klse.i3investor.com/blogs/milosh/2021-06-05-story-h1566072408-TOMEI_last_5QR_comparison.jsp

I put a few numbers together to see how well is TOMEI doing: https://klse.i3investor.com/blogs/milosh/2021-06-05-story-h1566072408-TOMEI_last_5QR_comparison.jsp

my understanding how it is working (note all numbers are just example):

aluminium cost per "unit" RM1000, end product sale with 10% margin RM1100
profit: RM100 per "unit" (profit margin 10%)

after aluminium price increase 50%:
aluminium cost RM1500, end product with 10% margin sell for RM1650
profit: RM150 (50% increase - the same as the profit margin is fixed)

- it means (in this example only), when aluminium price increase by 50%, company profit also increase by 50%, as the price increase is passed down to customers

- now if we consider that aluminium going up because of supply shortage and global economy recovering, we can also expect increasing sales & even higher profit margins, which in turn significantly increase company profits even more ...

yes lawpc128, im well aware of that, i talk about it little bit into details a few days ago on LBALUM forum
increasing prices are not so good for them as for miners, but still their profit margin will increase together with revenue from increased prices and more orders - prices of aluminium go up because of shortage, so we can expect orders will increase too
conclusion is, LBALUM next QR should be at least as good as previous one, i personally expect net profit to be a few % higher

princehero: increasing sales online and FMCO is just for a while, but prices keep going up all the time

for the aluminium price chart during the next QR see here: https://klse.i3investor.com/blogs/milosh/2021-06-04-story-h1566049311-ALUMINIUM_prices_for_the_next_QR_of_LBALUM.jsp

https://ihsmarkit.com/solutions/steel-forecast.html

panic selling, even if the 3b is fake revenue, which probably is not, there is still enough profit to value the share price much higher than 0.765
things will eventually clear up & settle down - rebound will follow
turnover/speculative buy
I was lucky today to get some for 0.76

.76 start to accumulate for me

too big to fall, selling overdo already, bottom is near

who wanted to sell, sold already, bottom fishing starting soon?

downside potential 50%, upside 100% a good gamble

at this price its a good bet, and yes im talking about gambling not investment here

GOLD chart for TOMEI next QR: https://klse.i3investor.com/blogs/milosh/2021-06-04-story-h1566047265-GOLD_CHART_for_the_next_TOMEI_QR.jsp

SEE_Research: "ONCE THE GOLD PRICES WILL BE USD 2,067.00 PER OUNCE"
no need to wait for that, now already trailing EPS high, gold prices stable or even higher, inflation is going up, Russia reserves shift from USD to GOLD, etc. etc. ...
the share is obviously heavy undervalued

The last 3 QR only EPS is already 28+ sen, since the last Q, spot gold is up 10%, even when will be conservative, lets assume the next QR EPS will be 8sen, trailing last 4Q EPS will be 36sen.
Lets say, we will calculate target price based on P/E 7, the target price should be 2.66RM, even with "risk discount" should be at 2.4-2.5RM

FMCO no effect for upcoming QR, because its until 30 Apr only

(EPS/Price) * 100 = result is yield in %, not "sen"
if we use "RM1" as example output equal to sen, but its too confusing in my opinion, just follow standard yield % based on actual market price and EPS

79 patients only? not double blind, placebo controled? c'mon, better use povidone nasal spray only

Invest_888: you highlight (correctly) high NTA, solid EPS and increasing steel prices, but after that you gave low price target expectation of only RM1

in my opinion, based on financial ratios and sector comparison, current fair value is RM0.94, but if we consider growing steel prices and better future sales ahead, my personal forward target price is RM1.4

so since now gold is in, aluminium already out? ;)

well no one can tell for sure, but from the publicly available data, as for example aluminium prices, net profit can be up anywhere between 5-20%, at least should not be less compare to the last Q

TENAGA is atm probably the most safe and predictable investment, with potential profit >20% within 1-2 years + dividends. I buy on weakness and HODL 2 the moon ;)

from the last Q results, it seems to me ARREIT has a solid fundamentals, undervalued even when consider all known "troubles" and risk factors, expecting DPS21 to be in the range 5-5.5sen, very good div yield, potential price upside too

thx Luckyboy88, its what I suspect the most

Can somebody knowledgeable, please help me understand one thing?:

if LBALUM manufacture products from aluminium and price of the aluminium is going up, isnt it that their inputs will go also up and eating profit margins? What I see from the last Q and other companies from the same sector its not the case (?!?), but forgive me my ignorance and can you please explain to me?

In my opinion it can be just because of:

1) these companies are also involved in mining
2) they keep enough raw materials (aluminium)
3) they are hedging
4) they increase prices of their products even more compare to raw material price increases
5) there is a lot of orders coming in and thats why actually even raw aluminium is going up and not the other way
6) I miss out something?

thanks ...