LB ALUMINIUM BHD

KLSE (MYR): LBALUM (9326)

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Last Price

0.475

Today's Change

0.00 (0.00%)

Day's Change

0.475 - 0.475

Trading Volume

209,600


7 people like this.

5,089 comment(s). Last comment by kimpeng 1 week ago

Yipman

391 posts

Posted by Yipman > 2017-06-06 12:49 | Report Abuse

Why sell? Good profit earning, high demand and QR release this month. LBALUM will shine like Alcom.
alconrecrntly

kevin008

1,360 posts

Posted by kevin008 > 2017-06-07 11:23 | Report Abuse

rest today haha

papaya

3,086 posts

Posted by papaya > 2017-06-08 09:39 | Report Abuse

no me no up......kikikih

kevin008

1,360 posts

Posted by kevin008 > 2017-06-09 10:23 | Report Abuse

no u still up hehe

papaya

3,086 posts

Posted by papaya > 2017-06-09 12:43 | Report Abuse

kevin008 no u still up hehe
09/06/2017 10:23

------------------------------------------------

ada......kikikih.....one day lionind......one day lbalum....

anyway as long up...upp...uppp....suma olang hapi.....kikiih

Yipman

391 posts

Posted by Yipman > 2017-06-09 16:10 | Report Abuse

Alcom shoot up significantly these few days. I believe Lbalum will be the next aluminum counter to be shot up. Stay tune for the coming QR.

Yipman

391 posts

Posted by Yipman > 2017-06-09 17:09 | Report Abuse

End of this month, QR will be released. Still got 20 trading days la. Get ready yourself.

Ahead1268

768 posts

Posted by Ahead1268 > 2017-06-09 21:03 | Report Abuse

LBAlum much better than Alcom. Intrinsic Value RM1.50+ -. But last QR borrowing gone up bit. The rest not much a concern. Generally price shall double from current level.

zoomsbooms

783 posts

Posted by zoomsbooms > 2017-06-10 11:17 | Report Abuse

wow..everyone here is comparing lba with alcom..but they were two different situation.
lba n arank are two stock in my stock pick 2017 (but late to enter). but alcom is in my real trade. so, i've been following these three stock closely.

i chose lba n arank at that time simply because of their lower PE, n continuous improvement of their QR. it goes up gradually. but with no major corporate exercise, it doesn't seem to boom rapidly.

for alcom, huge dividend and capital reduction were my first glimpse to the stock. just right after it produce good qr. but at that point of time, after a one day shot the stock mourn. looks like no one get attracted. it shot up again only when officially declare dividend.

so, personally said..lba or arank will continue gradually up, depend on qr and alum price, but won't shot up like alcom.

besides of TA n FA, u still need to consider this. emotion.

zoomsbooms

783 posts

Posted by zoomsbooms > 2017-06-10 13:53 | Report Abuse

in short.yes

papaya

3,086 posts

Posted by papaya > 2017-06-13 09:18 | Report Abuse

up...upp...upppp.....new high and higher....kikikih

kevin008

1,360 posts

Posted by kevin008 > 2017-06-13 11:08 | Report Abuse

it will break RM1 soon haha

tealeaf

196 posts

Posted by tealeaf > 2017-06-13 11:55 | Report Abuse

finally start to move gradually....

Yipman

391 posts

Posted by Yipman > 2017-06-13 12:30 | Report Abuse

Should be excellent on the coming QR. Finally.
Target 0.88 and R2 at 0.93 from my trending chart.

Posted by Darlington > 2017-06-13 13:13 | Report Abuse

Hi zoomsboom i disagree with your opinion reason Alcom had a shoot up mainly due to fat dividen but no sustainable story . International brand transfer money back HQ that all ... Both have continously steady profit annually for past 10 years record and consistent dividen payout. However macro economic have changed ... Lbalum will benefit from it ...USA only secondary process material be able import , need of high way structural for Sabah, Sarawak ... China no more scarp allow import to the mainland (Need Secondary as well ) ... , many obselte metal refinery was closed due to pollution issues result in real shoratge of aluminium and steel ... Hope you are ground man and look into sustainability if not wroung full capacity order 2019 and expansion new plant to cater for new orders ... should have extra ordinary dividen

kevin008

1,360 posts

Posted by kevin008 > 2017-06-13 20:18 | Report Abuse

Keep break new high huhu
Shd be good qtr result or good news haha

RJ87

5,134 posts

Posted by RJ87 > 2017-06-14 19:05 | Report Abuse

Imagine LBA trading at PE the same as Alcom or PMetal. RM1.3 easy.

RJ87

5,134 posts

Posted by RJ87 > 2017-06-15 13:04 | Report Abuse

Short of catalyst. E.g. EPS above 3 or 600% EPS growth like Alcom
I wonder how many actually spotted that Alcom's last year same quarter was making a loss and turn around this quarter profit of 5 mil gives a wonderful 600% Y.O.Y growth.

LBA on the other hand has been doing 5mil profit for past 5 quarters. But nobody gives a shit.
Mr. Market is very wonderful one. Do all the funny funny stuff.

Hence my hence my assessment ALCOM upside reward not much if compared to LBA.
Imagine it reports an EPS 5 next quarter? Babammmmm...Drive PE up to 12. With a abit of help of punters and contrarian. Drive the volume and momentum. Short term PE becomes 15. Everybody that collect at PE 10 can laugh to the bank lo. Handsome 50~60% return.

If EPS stays 3sen like past 5 quarters. Then, nothing happens lo. But if ALCOM reports an EPS 2 next quarter. See the the price free fall or not.

Posted by Darlington > 2017-06-15 14:25 | Report Abuse

Alcom,Masteel , Choo Bee , Lion Inds, etc ...had astonishing, stunning last quarter result one of the common major factor due to sharp rise for most base metal material. Last one to report Lbalum another 15 more days , south east asia biggest refinery metal plant ... What your guess .

Next factor of sustainability many obselete metal refinery plant at China was force to close down due to air environmental pollution . Deep shoratge worldwide mid end quality metal product local company masteel , choo bee etc ,,, will benefit from it .. Forward business prospect for Lbalum till 2019 is sustainable base on their last accounting , i am more keen their latest book order demand.

Cash rich company Alcom, Choo bee etc... will give high dividen back HQ , share holders etc... Business that need expansion new machinery to cope the extra order which need bank facilities need solid data to justify ... In short i love laggard and sustainable growth company ....i be holding AYS, VS industrial , Lbalum, Choo Bee , Atta-la for big returns ... Stock that i have already forgo and forget Sendai , Dnex , Jaks ... Good Luck to all happy forthcoming Hari Raya...

free2invest

1,748 posts

Posted by free2invest > 2017-06-15 17:33 | Report Abuse

Today lacklustre trading, not excited if compare with yesterday.

papaya

3,086 posts

Posted by papaya > 2017-06-15 18:00 | Report Abuse

arank showing good result......lba will follow suit....kikikih

papaya

3,086 posts

Posted by papaya > 2017-06-15 18:01 | Report Abuse

stby for tomorrow....kikikih

kevin008

1,360 posts

Posted by kevin008 > 2017-06-15 18:04 | Report Abuse

if look at the share price..lba profit is better than arank haha

RJ87

5,134 posts

Posted by RJ87 > 2017-06-15 18:11 | Report Abuse

That not true le kevin008. ARANK's EPS 14 at PE 8. Comparatively, ARANK's fundamental is more attractive. But LBA allows you to buy more share with smaller capital.

Arank's small cap company in business like PMetal. PMetal trading at PE18. But with strong fundamental to support such PE considering strong growth and earning prospect from tax savings, increased aluminium price and increased to 760000 tonne capacity.

RJ87

5,134 posts

Posted by RJ87 > 2017-06-15 18:12 | Report Abuse

30000 tonne capacity. Does Arank make comparable profit margin if compared to PMetal?

Someone can help check the balance sheet and make comparison please.

kevin008

1,360 posts

Posted by kevin008 > 2017-06-15 18:15 | Report Abuse

arank lba pmetal i also got la..cause i saw lba keep break new high mah
arank cant break..profit shd be normalised

zoomsbooms

783 posts

Posted by zoomsbooms > 2017-06-15 18:19 | Report Abuse

darlington, i don't say that alcom just shoot up because of the dividend..of course there's much more than just the dividend. china's curb on al, al price, and many more..

but i've witness how tongher and alcom shot up..whether you realize it or not, mr market is responding that way.

choobee and masteel, and other al stocks is also produced better qr, but none reacts same like alcom and tongher. so your guess?

zoomsbooms

783 posts

Posted by zoomsbooms > 2017-06-15 18:23 | Report Abuse

and arank, lba, ays, vs..all are in my list..haha. i guess i obsessed too much with al stock this year. dems.

Yipman

391 posts

Posted by Yipman > 2017-06-16 00:47 | Report Abuse

Arank high revenue and good QR will reflect LBALUM in excellent QR on the coming report.

Yipman

391 posts

Posted by Yipman > 2017-06-16 00:47 | Report Abuse

As we know LBALUM raw material comes from Arank.

RJ87

5,134 posts

Posted by RJ87 > 2017-06-16 09:25 | Report Abuse

Yipman, wait what? Sailang Tp1.10?
I just pour some money in this counter. Then only start to read report and make comparison.

I think all PE18 above ind-prod counter are quite priced in liao. Upside reward not much.

I think better stick to low PE. For big time investors, invest in wonderful company with fair price.
For small time retailers, invest in fair company with wonderful price.

Yipman

391 posts

Posted by Yipman > 2017-06-16 10:22 | Report Abuse

@RJ87, i already Sailang this morning 9am at 0.84 priced in.,:)

kevin008

1,360 posts

Posted by kevin008 > 2017-06-16 10:24 | Report Abuse

if u got check the Arank related party transaction..this qtr is higher than last qtr to sell to LBA
anyway arank dy fly haha

zoomsbooms

783 posts

Posted by zoomsbooms > 2017-06-16 12:39 | Report Abuse

lba will definitely get a better qr again..back up by arank

isaac225

371 posts

Posted by isaac225 > 2017-06-16 12:51 | Report Abuse

still waiting for the QR ..

papaya

3,086 posts

Posted by papaya > 2017-06-16 14:35 | Report Abuse

Up...uppp...uppp....all the way....kikikih

papaya

3,086 posts

Posted by papaya > 2017-06-16 14:42 | Report Abuse

Yipman @RJ87, i already Sailang this morning 9am at 0.84 priced in.,:)
16/06/2017 10:22

---------------------------------------

good move.......kikikih

papaya

3,086 posts

Posted by papaya > 2017-06-16 14:47 | Report Abuse

tapi you sailang sikit sangat.....kikikih

papaya

3,086 posts

Posted by papaya > 2017-06-16 14:49 | Report Abuse

on the way to rm1....kikikih

Posted by Sklgusans > 2017-06-16 14:59 | Report Abuse

buy now, rm1 coming

Yipman

391 posts

Posted by Yipman > 2017-06-16 15:14 | Report Abuse

As expected, hit my TP 0.88, next R2 will be 0.93 level. Once it break, next will be 1. Hope the excellent QR to boost up LB

Posted by Darlington > 2017-06-16 15:29 | Report Abuse

Fair value for lbalum is 1.08 and have yet missed my projection, If result is stunning sky is the limit. Reason for all metail related company continual bullish run , i doubt able to stop short term ... Main factor first 20 percent plant that obselete process and harm environmental was force close down and demolish by China government these March 2017 . Those who had failed and yet passed the audit 30 percent be shut down and demolished next month. Emphasis once again today by China News imagine another 30% shut down ...what happen to supply ??? FY2017 happy metallic :)

aikinlai

896 posts

Posted by aikinlai > 2017-06-16 15:41 | Report Abuse

That y thanks to alcom flying...lbalum also follow...but the most hated is Stock Alliance called 2.44pm saying will fly to 0.89. thus their dump member all jump in for quick buck. Now all exit out again for few hundred bucks .....

aikinlai

896 posts

Posted by aikinlai > 2017-06-16 15:58 | Report Abuse

Of course it will not affect us for long term holding

kevin008

1,360 posts

Posted by kevin008 > 2017-06-16 18:13 | Report Abuse

wah still dun wan announce QR
maybe wan wait RM1 first hehe

papaya

3,086 posts

Posted by papaya > 2017-06-16 20:48 | Report Abuse

Monday or tuesday result out???hehehe

Ahead1268

768 posts

Posted by Ahead1268 > 2017-06-16 22:07 | Report Abuse

This counter is Gem amongst aluminum listed company. Can collect anything below RM1. Just accumulate no worry. Undisputed Fundamentally good company

ugorrkim

200 posts

Posted by ugorrkim > 2017-06-17 13:50 | Report Abuse

Revisit RM3 20years ago..

papaya

3,086 posts

Posted by papaya > 2017-06-18 11:07 | Report Abuse

6m+ pbt or net profit?

Posted by Muhd Shakir Aizat > 2017-06-19 07:50 | Report Abuse

interesting counter

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