Among the Aluminium counters, Alcom, Arank, Lbalum, PMBTech and PMetal, the best of the best is PMetal. Buy, must buy leader. Among the Garment, counters, Cheetah, Voir, Bonia and Padini, the best of the best is Padini. Buy, must buy leader.
i think some 3.1m was spent on the capex to increase the productivity of the coated fin by mid 2018..total capex allocated for this upgrade is 18m i think..mentioned in the AGM and the annual report earlier..
yup, this enhanced production line actually gives a good prospect in longer term..and dun forget the new shareholders bought the shares at rm1.12, so sooner or later they will start to push it up
Bursa Saham Malaysia stocks now depleting and looses its fundermental ground going haywire where sounds fundermental stocks are not even spared...... bashing down to its lowest level. Buy what also died lah !!! Stocks becoming cheaper and cheaper and for those caught leveraging is just like keeping a fat fluffy juicy chicken suddenly turned into a skinny birdy unnoticed . Many stocks are loosing its fundermental values . The market forces that determine share's prices more than its underlying values ........so just hope for the storm to calm down first and to decide what next .
at 95.5 sen, revised NTA of 86 sen, n 3.5 mths of downtrend, the bottom shd be near, expect rebound by nxt week, as Dec. normally shd be a strong window dressing mth, after November profit taking.
If true, that big brother bgt at rm1.12, he would let it drop further, else the bank will come calling to top up !
i'm 50% loss now (excluding the 2 times dividend), and i dun think i can find another counter which gives 100% return in near term (in order to get back my capital), so hell no to cut loss...as for u, u must decide what u want to do with ur money...goodbye everyone, see u again next year if Alcom shall rise again
Don't you guys realise that the previous hype of capital repayment and special dividend is merely to pave way for the exit of previous shareholders and for some parties with interest to make quick bucks?
there is a write-up in the STAR on ALCOM, that may help us to understand the company n surmise why it is not performing as many would expect , since the transfer of mgmt ctrl to the new SCLAND bosses.
note that the former owner, Mr Yeoh Jin Hoe (md of Kian Joo) still controls 29.71 % while Datuk Lim Chee Koon, Datuk Eng Kim Liong n Mr Ang Loo Leong, collectly controls only 29.5%, while balance of 40.79% is owned by other shareholders.
interesting to note that, after the 2 capital repayment ex., Mr. Yeoh's block of 29.71% , cost only 8.5 sen a share, while the minority shareholders (40.79%) cost is reduced by 52.5 sen a share.
As the new bosses background is in property development, and ALCOM is a manufacturing concern, could it be some of the shareholders prefer to sell down, to take profit, as a reflection of their concern of the new mgmt capability, going forward ?
need to give the new mgmt. 6 mths at least, to prove their capability, n the new bosses may not be able to support the share price aggressively in the short term.
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....
Tlpang68
51 posts
Posted by Tlpang68 > 2017-11-30 20:16 | Report Abuse
业绩有赚。。不过不理想。。。