Bulltrading, buy for short term trading or long term holding ?
You should have expected the pricing volatile with such small shares base, short or even mid term is very risky at this price range.
But if you are long term investor, you shouldn't be trouble at all by any rumor or even short term retrace, coz latest qr showing that they haven't exemplify and capitalize the full potential of phase 2.
PMBTECH, a multi bagger n a brand new low cost producer of SILICON for the entire world mkt. SILICON is required in so many industries, from semiconductors to facial n body products to solar panels etc n soon into huge mkt for EV.CAR batteries n as hardener of Alumimium alloy used in EV.CAR...
same with pmetal ! Boleh dan tetap boleh ! but dont expect is short term in this counter, might takes 2-3 quarter and maybe >1y to fully capture phase 2 production
Meanwhile, Press Metal Aluminium Holdings Bhd's Tan Sri Koon Poh Keong garnered RM20.22 million through his holdings in Press Metal and PMB Technology Bhd. Press Metal declared a fourth interim single-tier dividend of 1.25 sen per share in its 4QFY20 ended Dec 31, 2020 while PMB Technology declared a one sen dividend to its shareholders.
AmInvestment Bank Research said the increased demand for semiconductor is partly contributed by the adoption of fifth generation (5G) smartphones and increased investment in expanding 5G infrastructure globally.
Other positive catalysts included the emerging demand for electric vehicles and autonomous driving with more interest in new technologies such as silicon carbide and gallium nitride as well as growth in smart sensors.
In addition, the adoption of Industry 4.0 technologies such as big data, automation, and internet of things or IoT to build a more resilient supply chain has spurred the demand for semiconductors.
“We keep our “neutral” outlook on the technology sector as we believe that the multi-year growth riding on positive prospects has been fairly valued, ” said AmInvestment Bank Research.
Silicon: Semiconductor shortage impacting automotive industry
Posted 19th January 2021 in Industry news. By Nils Backeberg
According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.
Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.
Roskill View
Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.
Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.
Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.
The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.
Silicon: Semiconductor shortage impacting automotive industry
Posted 19th January 2021 in Industry news. By Nils Backeberg
According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.
Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.
Roskill View
Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.
Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.
Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.
The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.
PMBTECH, a making of a big major world producer of SILICON for EV battery, semicon, solar panels, Building & Beauty products, Al n metal alloy hardener etc ... this stock is 100% in SILICON with big expansion plan now. all its sub co sold to Pmetal.
PMBTECH = can not go down = must fly up = a potential 2 - 3 bagger stock in early making ... when its trading vol builds up, so will be its liquidity ...
For 12.30pm, 15 April 2021, ============================================
Any investors, search on the biggest gainer list by price, the number 1 biggest gainer is Press Metal /8869 Closed RM 10.60 (+RM 0.58)
REMARKS CREATED NEW HISTORICAL HIGH RM 10.62
(a) The main catalyst of this aluminum KING is prudence management on practical business affairs, building good working relationships with main customers, high quality connections through respectful engagement, considering many different factors in final business decision - making, effective communication with stakeholders skills, developing new workable ideas to solve customers ' problems, building trust factor within the team, Most importantly, the main leader is an extremely talented leader in the whole organization, Tan Sri Dato' Koon Poh Kong/ Paul Well assisted by the Koon brothers (i) Koon Poh Ming (ii) Dato Koon Poh Tat (iii) Koon Poh Weng (known for business on the ground /street smart) (iv) Koon Poh Kong
(b) The second catalyst is the coming bonus issue, that excites the investors interest. On the basis of one bonus share for one existing share held on 5.00 pm, 20 April 2021. ========================================= Founded in 1986, started as a local aluminum extrusion company, follow by 30 years of continuous growth and expansion, today Press Metal is a global, integrated aluminum producer with the largest presence in South East Asia, products serve many industries throughout the wide world, with wide ranges of top automotive, aviation companies that are leading technology giants.
==========================================
Vision The beliefs are in our guiding principles of Business Acumen, Quality Excellence, Global Outlook, Focused Teamwork Social Responsibility
Continuous improvement in Expansion
Remarks Will not be surprise that Press Metal is look on the current favorable situations in the Malaysian scene, not excluding some attractive KLSE listed companies, Example : Alcom /2674 that have similar business profiles that can enhance and add value on its continuous expansion programs
(1) Do you have some understanding or rather done deep researches on old high for this stock? ----?
(1.1) This stock old high was RM 2.32 done on 29 June 2017, From previous analysis, From 30 May 2017, At RM 1.35,
(1.2)With 20 trading days, from 30 May 2017 /RM 1.35 to 29 June 2017/RM 2.32,
Share prices movements in technical chart, can behave in their previous manner, can Alcom /2674 follow up on her previous technical pattern, (a) 4 trading days resting = from 2 June 2017 to 7 June 2017 (RM 1.54 to RM 1.61)
(b) 3 trading days resting = from 13 June 2017 to 15 June 2017 (RM 1.75 to RM 1.85)
(c) 4 trading days resting = from 19 June 2017 to 22 June 2017 (RM 1.91 to RM 2.08)
(d) 3 trading days onwards from 23 June 2017 to 29 June 2017 Reaching the old high RM 2.32
========================================= Remarks
Can history repeat itself, Time will tell, more important it needs to reach RM 1.59/ R 2 ======================================+=====
For those investors who can wait, the next target, mid term RM 1.50,
New catalyst, on the likely " merger + acquisition" theme by the king of aluminium - Press Metal /8869 PMB Technology Bhd /7172
PMB Technology Bhd is the official sub contractor in building the exterior facade, claddings, wall curtains for Marina Bay Sands Hotel +Resort, 10, Bayfront Avenue, Singapore 018956
Alcom Bhd /2674 is the official sub contractor in building the exterior facade, claddings, curtain walls for Petronas Twin Towers, Kuala Lumpur City Centre, Jalan Ampang, Kuala Lumpur
Both are reputable aluminum facade, claddings, wall curtains panels, Both are aluminum manufacturers having its in house plants, factories (i) PMB Technology in Balakong (ii) Alcom in Klang
Using their in house technology in using the aluminium composite materials / ACM, these materials are distinguished by their unique features, it's lightweight, yet high rigidity qualities, excellent flatness and more importantly long lasting - coating qualities are just the construction industry required?
For your better understanding, every week, Monday, Wednesday, Friday, there were 3 units x 40 footer long conventional lorries from PMB Technology Berhad, Balakong, Selangor to Marina Bay Sands , Singapore for one whole year of 2010, meaning 156 units of 40 footer types of long lorries, just imagine the huge load of aluminium facades and claddings, wall curtains panels, were commissioned in the Marina Bay Sands Hotel + Resort, Singapore
Now, you can understand their business similarity, two of a kind, a twin?
Can it be a real winner for Alcom /2674, when the target company on takeover company will offer the premium especially in driving up the stock prices.
COMMODITY SUPER BULL CYCLE IS ON... compliments of EV.CAR ECONOMY at its beginning ... EV cars r now 5% on the road. It will increase asap to 50% in 3-5 years. EV.CAR MATERIAL stocks r doing well now. Can mkt imagine how good can it be with 50% EV cars on the road, n with these stocks growing 10 X?
The only world class stocks that will make msia so proud in the EV ECONOMY r by smart KOON bro i.e. PMETAL for Al, PMBTECH for Si n PARAGON, perhaps a leading global metal recycler soon.
POSITION WELL AHEAD OF TIME IN THE BIGGEST BIZ WAVE IN HUMAN HISTORY, i.e. EV.CAR.ECONOMY will U ?
High-purity ******silicon metal ***** is used by many industries. In the chemical industry it is used for producing silicon compounds as well as silicon wafers used in photovoltaic solar cells and electronic semiconductors. ...
When used with aluminum, silicon improves its castability, hardness and strength.
Apart from pmetal, what other big clients does pmbtech serves? Especially on silicone for semiconductor. PE seems high, any reasonable TP to look forward?
Total production capacity of 72,000 metric tonnes by the end of financial year 2020 using Submerged Arc Furnace with the latest German technology. Mainly supplying to PMETAL, the other customers doing aluminium etc. & good demand/shortages of Silicon metals.
TP > RM 10.00
*******MEMORANDUM OF UNDERSTANDING PMB TECHNOLOGY BERHAD ("PMBT" OR "THE COMPANY") STATUS UPDATE ON MEMORANDUM OF UNDERSTANDING BETWEEN PMBT AND PERBADANAN PEMBANGUNAN EKONOMI SARAWAK
Factors such as growing demand for aluminum alloys, silicon wafers, solar panels, and silicone products from various end-use industries such as automotive and electronics are major factors boosting the silicon metal market growth.
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....
bulltrading
34 posts
Posted by bulltrading > 2021-03-01 17:19 | Report Abuse
Run ?