PRESS METAL ALUMINIUM HOLDINGS BERHAD

KLSE (MYR): PMETAL (8869)

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Last Price

4.62

Today's Change

-0.07 (1.49%)

Day's Change

4.61 - 4.72

Trading Volume

6,848,200


18 people like this.

15,932 comment(s). Last comment by SMInvest 1 day ago

BLee

886 posts

Posted by BLee > 2017-03-20 10:48 | Report Abuse

I think just healthy correction. will wait for next qtr result to decide taking position again if NTA vs price improve..PM always my favourite counter.

telusdansuci

1,696 posts

Posted by telusdansuci > 2017-03-20 10:52 | Report Abuse

Afterwards Dato' Paul Koon announce nothing happen with the company , business running as usual then what will going to happen . Pmetal tetap boleh .

Moneyfoo

476 posts

Posted by Moneyfoo > 2017-03-20 11:02 | Report Abuse

Moneykj said telesdansuci is a invisble hand d o

telusdansuci

1,696 posts

Posted by telusdansuci > 2017-03-20 11:03 | Report Abuse

Now is the right time for you people to make more money . Think long term and don't think short term . Trust Dato' Paul Koon only . Pmetal tetap boleh . When you trust too many kaki-kaki i3investor , you will betul-betul rugi punya . Pmetal tetap boleh .

Posted by Chan Kok Yong > 2017-03-20 11:05 | Report Abuse

My friend who working in Angkasa Jasa calling a buy call. He is topping up. He said no bad news.

Posted by Hui Xin Sim > 2017-03-20 11:05 | Report Abuse

too much profit taking, see how arank rebound last time... nothing happen also....

telusdansuci

1,696 posts

Posted by telusdansuci > 2017-03-20 11:17 | Report Abuse

For me , i already use to it for this type of downtrend . Keep on buying and use Dollar Cost Averaging method . Pmetal tetap boleh , remember .

Hunger

1,292 posts

Posted by Hunger > 2017-03-20 11:25 | Report Abuse

my bullet finish ady ahahha

FLMF

131 posts

Posted by FLMF > 2017-03-20 14:23 | Report Abuse

According to insider, no bad news nor production problem. Maybe is the sell down by big shark to collect at low price before push the price higher

bluemoon22

268 posts

Posted by bluemoon22 > 2017-03-20 14:27 | Report Abuse

no bullet also...if not will collect some for long term

TF Peter

546 posts

Posted by TF Peter > 2017-03-20 14:37 | Report Abuse

Agree with FLMF.

Posted by Hui Xin Sim > 2017-03-20 14:59 | Report Abuse

i think mega sales is almost finish...

Posted by Skydlimit > 2017-03-20 15:22 | Report Abuse

Been following for years on this counter and forum. Checked on production and no issues arise.

kk83

264 posts

Posted by kk83 > 2017-03-20 15:50 | Report Abuse

when finish unload

FLMF

131 posts

Posted by FLMF > 2017-03-20 16:52 | Report Abuse

where is the lowest point only big shark know, I will just collecting little by little for long term investment

happy123

213 posts

Posted by happy123 > 2017-03-20 17:16 | Report Abuse

today's closing is not bad, there was big lot of 2m+ shares Q at 2.4 to sell in the last half an hour, this can be viewed as to deter people from buying up, or just collect what people throw to them. if the current level of 2.4 can hold, this is good for consolidation and should be ready for the next wave to go higher very soon (barring any bad news which we're unaware of)

FLMF

131 posts

Posted by FLMF > 2017-03-20 17:27 | Report Abuse

It is obvious someone is trying to manipulate the price

Hunger

1,292 posts

Posted by Hunger > 2017-03-20 17:30 | Report Abuse

manipulate price by dumping more?dont get how it works.please enlighten me

Posted by Hui Xin Sim > 2017-03-20 17:35 | Report Abuse

agree... pmetal is like that since last time... few million at last hour one... always like that one... LOL

Winwin98

144 posts

Posted by Winwin98 > 2017-03-20 19:29 | Report Abuse

Ya...Maybe is the sell down by big shark to collect at low price before push the price higher. The price now is good for consolidation and maybe ready for the next wave to fly higher soon.

Posted by Johnsonks Liew > 2017-03-20 19:49 | Report Abuse

i would suggest dont't trust that Dato. Better trust yourself and plan how to buy if it continues to drop tomorrow. Like 2.300 buy ? lot, 2.200 buy ? lot. Up 10 sen sell. something like that. Previous purchase just leave it there for long term investment.

mamatede

3,950 posts

Posted by mamatede > 2017-03-20 19:53 | Report Abuse

I smell opportunities.

Hunger

1,292 posts

Posted by Hunger > 2017-03-20 20:04 | Report Abuse

make sense,to block at 2.4 with 3 mil shares,that must be insane.tho i still dont get how is that gonna help him lol

mneo

541 posts

Posted by mneo > 2017-03-20 20:10 | Report Abuse

the stock will rebound tomorrow...look at the price of aluminium... it is pretty stable above 1900 now... no worry....

Hunger

1,292 posts

Posted by Hunger > 2017-03-20 20:36 | Report Abuse

lets hope for the best.candlestick too showing it will uprise tomorrow

ProAdviser

136 posts

Posted by ProAdviser > 2017-03-20 21:12 | Report Abuse

2.33

Posted by Sigmund1118 > 2017-03-20 21:35 | Report Abuse

庄家在洗盘。 fundamental remain no change . Still holding while Al LME remains above 1900 . Be patient during price correction .

Posted by Johnsonks Liew > 2017-03-20 21:51 | Report Abuse

expect tomorrow will drop some more becos the big shark is not satisfied yet. Once drop to 2.300 Buy. Up sell. Down again buy again. Up sell.

Posted by Johnsonks Liew > 2017-03-20 22:14 | Report Abuse

Anyway if Up i win, down i buy. Unless the aluminium price drop significantly. Run.

Hunger

1,292 posts

Posted by Hunger > 2017-03-20 22:35 | Report Abuse

lol highly doubt the aluminium price drop sudden.its not oil man

Peanuts

34 posts

Posted by Peanuts > 2017-03-20 23:42 | Report Abuse

好股不怕跌,只怕它不跌,跌越多越好……

Investo

1,975 posts

Posted by Investo > 2017-03-21 07:28 | Report Abuse

早安 Tuesday........... :-)
PMetal how? Keep drop back. Ppl taking profit oredi. Laugh

Hunger

1,292 posts

Posted by Hunger > 2017-03-21 09:07 | Report Abuse

seems like they continue to block today also

kk83

264 posts

Posted by kk83 > 2017-03-21 09:33 | Report Abuse

keep dropping...omg

Bizfuneng

883 posts

Posted by Bizfuneng > 2017-03-21 09:35 | Report Abuse

Hey....Arank is moving positive and Pmetal heading the opposite!

telusdansuci

1,696 posts

Posted by telusdansuci > 2017-03-21 09:51 | Report Abuse

Nothing happen , just normal correction only . Afterward invisible will push it up again . They also want to make money like us . Just control our emotion . Enough is enough . Pmetal tetap boleh .

Hunger

1,292 posts

Posted by Hunger > 2017-03-21 09:54 | Report Abuse

i will check in other day.lazy wana see the counter up and down.sakit hati

dalpinia

2,299 posts

Posted by dalpinia > 2017-03-21 10:16 | Report Abuse

大马铝业 一大三小
















大马铝业市场有限,
以前基本只是下游加工和应用厂商的天下,
直到2007年8869Pmetal
前往砂劳越沐胶Mukah的万年烟
和民都鲁的沙马拉汝 Samalaju,
设立了两间炼铝厂,往上游发展。
这使得大马在世界的铝业有了一席之地。

至于为什么选择砂劳越这两个地点,
那是因为砂劳越能源走廊计划 (SCORE),
提供了确定的廉价能源,
而炼铝厂最需要的就是廉价能源。

90年代老马的巴昆水坝,
加上过后州政府依样画葫芦,
大兴多座水坝,
使得砂劳越有大量的过剩廉价能源。

此外,这两个地点靠海,
有码头可以输入原料。
更有主要的民都鲁港口 BIPORT,适合出口。
战略来说,这地点正好处于澳洲原料出口国,
和中国印度大市场的中间必经之路。
可以最大程度的节省运输费用。

一大之后有三小, 分别是著名的
9326LBALUM, 7214ARANK,和2674ALCOM。
这三家和 8869 PMETAL 在大马都
涉及铝业下游业务.

铝业的下游用途很广,
基于重量只有钢铁的1/3,
而且抗生锈,加上价钱比较高,
所以用途跟钢铁不一样。

下游很多加工,更类似于钢铁扁钢行业的下游。
很多挤压,辊压和铸造成型的工序。
四家铝业有相同,也有各自的专攻方向。

大马没有飞机,高铁车厢,和跑车制造业,
所以铝业的下游用途于多偏向建筑物外观和装修用途,
家私业, 电机和电子组件等等。
另外的服务包括涂漆上色, 阳极化处理等等。

Lbalum 廖兄弟制铝的营业额
大约年营业额4亿左右。
算是比较多元的铝业下游厂商。
挤压加工, 服务,制造铝的部件都有涉及。

对比Pmetal, Arank 只是一个很小
的铝坯生产贸易商。也有挤压业务。
年营业额5亿左右。
Lbalum 持有一些Arank的股份。
廖老板也再在Arank的董事局里。

Alcom 专攻铝卷,就是扁材。
年营业额3亿左右
铝的建材多,尤其是屋顶建材
百叶窗和地板花纹板。
也涉及铝箔片,电子部件,和橱具。

这4家铝商的库存和PBT,
Pmetal 8-9亿,PBT/Revenue= 10-11%
Lbalum 8000万,PBT/Revenue= 6%
Arank 3000万, PBT/Revenue= 4%
Alcom 5000万, PBT/Revenue= 5-7%

三小做的主要是国内业务,
而Pmetal出口占了最大比例,
是以世界为市场。

但是做了这份研究,
注意到Pmetal 的库存,
也只比Annjoo 多少许。
但是营业额比Annjoo
多了3倍以上。
所以,Pmetal的库存turnover 比较好.

无论如何,Pmetal的PBT/Revenue
输给Annjoo.
在铝和钢铁好价的同时,
Annjoo的PBT/Revenue 高于12%。
派息来说也是Annjoo胜一筹。

不管怎么说,Pmetal主要是出口到外国市场,
而Annjoo是以国内为市场。
所以Pmetal 的未来规模将会巨大无比。

Awet91

1,934 posts

Posted by Awet91 > 2017-03-21 10:16 | Report Abuse

Not just pmetal only drop but mostly every counter on red today. Why?

telusdansuci

1,696 posts

Posted by telusdansuci > 2017-03-21 10:22 | Report Abuse

Trust yourself and Dato' Paul Koon . Invisible hand will make you people angry and hate this counter first then only they take action again . Jangan sedih dan putus asa , ya . Pmetal tetap boleh . They will push it up again sooner or later .

TF Peter

546 posts

Posted by TF Peter > 2017-03-21 10:36 | Report Abuse

Addition listing again. More volatile. trench - if more people buy low, price will go further down. If more people buy high, price go high. So, .. the present trench is ...

ProAdviser

136 posts

Posted by ProAdviser > 2017-03-21 10:50 | Report Abuse

2.33

Posted by olehlehshare > 2017-03-21 11:02 | Report Abuse

when is the bottom line?

pumpndump

21 posts

Posted by pumpndump > 2017-03-21 11:02 | Report Abuse

2.24 lol fib 61.8%

Hunger

1,292 posts

Posted by Hunger > 2017-03-21 11:05 | Report Abuse

alang alang..why dun just say 2.00 leh?

Posted by Hui Xin Sim > 2017-03-21 11:08 | Report Abuse

arank drop for 11 days before it rise again.. so pmetal maybe 10 days which is today or tomorrow... haha

Mike Jcy

607 posts

Posted by Mike Jcy > 2017-03-21 11:20 | Report Abuse

Good... Good.... I just buy in another 2000 shares at 2.36

scanner

96 posts

Posted by scanner > 2017-03-21 12:17 | Report Abuse

double bottom so upward trend now

Posted by Hui Xin Sim > 2017-03-21 12:33 | Report Abuse

i just call my remiser in RHBsince this is their top pick.. she said everything is fine and this is just correction... so good time to collect.. then i tell her i cant collect anymore since is used up all my bullet in pmetal already... LOL

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