PRESS METAL ALUMINIUM HOLDINGS BERHAD

KLSE (MYR): PMETAL (8869)

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Last Price

4.71

Today's Change

-0.08 (1.67%)

Day's Change

4.70 - 4.81

Trading Volume

7,681,700

Financial

Show?
Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 15,132,692 14,881,959 13,802,930 15,692,091 10,994,228 7,539,481 8,558,734 9,158,525 8,170,364 6,649,451 4,406,674 4,091,017 14.45%
PBT 2,344,934 2,182,426 1,632,137 1,970,928 1,448,693 650,167 632,696 874,749 819,531 674,832 233,262 304,065 20.51%
Tax -185,020 -162,749 -114,639 -190,186 -116,234 -69,145 -53,926 -89,635 -64,123 -69,062 -68,917 -38,098 13.01%
NP 2,159,914 2,019,677 1,517,498 1,780,742 1,332,459 581,022 578,770 785,114 755,408 605,770 164,345 265,967 21.33%
-
NP to SH 1,754,890 1,636,632 1,214,341 1,418,204 1,030,447 457,202 471,026 629,980 602,789 483,572 136,169 214,910 21.20%
-
Tax Rate 7.89% 7.46% 7.02% 9.65% 8.02% 10.63% 8.52% 10.25% 7.82% 10.23% 29.54% 12.53% -
Total Cost 12,972,777 12,862,282 12,285,432 13,911,349 9,661,769 6,958,459 7,979,964 8,373,411 7,414,956 6,043,681 4,242,329 3,825,050 13.83%
-
Net Worth 8,735,992 8,738,461 6,921,278 6,674,090 3,876,585 4,078,490 3,553,536 3,237,204 2,227,223 994,554 1,912,485 1,034,456 23.49%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div 576,905 576,846 576,773 556,174 302,858 171,619 201,905 256,607 226,497 140,895 95,624 97,360 21.84%
Div Payout % 32.87% 35.25% 47.50% 39.22% 29.39% 37.54% 42.87% 40.73% 37.57% 29.14% 70.22% 45.30% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 8,735,992 8,738,461 6,921,278 6,674,090 3,876,585 4,078,490 3,553,536 3,237,204 2,227,223 994,554 1,912,485 1,034,456 23.49%
NOSH 8,241,502 8,243,831 8,239,617 8,239,617 8,076,219 4,038,109 4,038,109 3,950,700 3,832,781 1,657,591 1,274,990 608,504 33.55%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 14.27% 13.57% 10.99% 11.35% 12.12% 7.71% 6.76% 8.57% 9.25% 9.11% 3.73% 6.50% -
ROE 20.09% 18.73% 17.55% 21.25% 26.58% 11.21% 13.26% 19.46% 27.06% 48.62% 7.12% 20.78% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 183.62 180.52 167.52 190.45 136.13 186.71 211.95 231.99 216.44 401.15 345.62 672.31 -14.29%
EPS 21.29 19.85 14.74 17.30 12.76 11.32 11.72 16.18 16.13 13.22 10.68 20.21 -3.44%
DPS 7.00 7.00 7.00 6.75 3.75 4.25 5.00 6.50 6.00 8.50 7.50 16.00 -8.77%
NAPS 1.06 1.06 0.84 0.81 0.48 1.01 0.88 0.82 0.59 0.60 1.50 1.70 -7.52%
Adjusted Per Share Value based on latest NOSH - 8,241,502
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 183.56 180.52 167.43 190.35 133.36 91.46 103.82 111.10 99.11 80.66 53.45 49.63 14.45%
EPS 21.29 19.85 14.73 17.20 12.50 5.55 5.71 7.64 7.31 5.87 1.65 2.61 21.18%
DPS 7.00 7.00 7.00 6.75 3.67 2.08 2.45 3.11 2.75 1.71 1.16 1.18 21.85%
NAPS 1.0597 1.06 0.8396 0.8096 0.4702 0.4947 0.4311 0.3927 0.2702 0.1206 0.232 0.1255 23.49%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 30/09/24 30/09/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 5.06 5.06 4.81 4.88 5.78 8.39 4.65 4.83 5.39 1.59 2.09 2.59 -
P/RPS 2.76 2.80 2.87 2.56 4.25 4.49 2.19 2.08 2.49 0.40 0.60 0.39 24.81%
P/EPS 23.76 25.49 32.64 28.35 45.30 74.10 39.86 30.27 33.75 5.45 19.57 7.33 18.03%
EY 4.21 3.92 3.06 3.53 2.21 1.35 2.51 3.30 2.96 18.35 5.11 13.64 -15.29%
DY 1.38 1.38 1.46 1.38 0.65 0.51 1.08 1.35 1.11 5.35 3.59 6.18 -14.80%
P/NAPS 4.77 4.77 5.73 6.02 12.04 8.31 5.28 5.89 9.14 2.65 1.39 1.52 15.87%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 29/11/24 29/11/24 28/02/24 24/02/23 25/02/22 24/02/21 24/02/20 26/02/19 27/02/18 27/02/17 25/02/16 12/02/15 -
Price 4.64 4.64 4.65 5.20 6.75 8.95 4.88 4.15 5.78 2.35 2.15 2.93 -
P/RPS 2.53 2.57 2.78 2.73 4.96 4.79 2.30 1.79 2.67 0.59 0.62 0.44 22.71%
P/EPS 21.79 23.37 31.55 30.21 52.90 79.05 41.84 26.01 36.20 8.06 20.13 8.30 15.98%
EY 4.59 4.28 3.17 3.31 1.89 1.27 2.39 3.85 2.76 12.41 4.97 12.05 -13.78%
DY 1.51 1.51 1.51 1.30 0.56 0.47 1.02 1.57 1.04 3.62 3.49 5.46 -13.30%
P/NAPS 4.38 4.38 5.54 6.42 14.06 8.86 5.55 5.06 9.80 3.92 1.43 1.72 13.86%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
18 people like this. Showing 50 of 15,938 comments

Janus Mun

next support 5.19....

2024-07-24 10:52

abc333

wait below 5.06

2024-07-24 11:57

telusdansuci

Turun cepat naik pun cepat punya . Ada spare duit boleh beli dan simpan lebih baik dari simpan dalam bank . Boleh tetap boleh .

2024-07-24 12:05

telusdansuci

Kena ingat peluang turun cepat cepat bukannya sentiasa boleh nampak seperti kaunter Pmetal.

2024-07-24 12:29

telusdansuci

Inilah peluang keemasan bagi pelabur pelabur yang ada holding power . Kaunter yang boleh tetap boleh .

2024-07-24 12:30

Janus Mun

abc@333.....agreed!62% drop....

2024-07-24 14:31

Augustine

HLIB sees Press Metal notching stronger 2Q earnings on higher aluminium prices

https://theedgemalaysia.com/node/719027

2024-07-24 22:19

nelsonlim

after pmbtech move, pmetal shall go to 5.25

2024-08-14 15:10

Cakes Moon

Buy!!!
KLSE so bullish recently!!!

2024-08-28 13:38

PryorBuyer

Good qr + dividend, tq pmetal

2024-08-29 18:46

Cakes Moon

Result is superb, why drop?
Topup!!!

2024-08-30 11:04

Tenka226

Journey to the East. Good say 😁
https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-09-05-story-h468231229-Press_Metal_Journey_to_the_East_Reiterate_BUY

2024-09-05 20:05

Agjl

Ringgit strengthen thats why drop

2024-09-09 21:34

hw0706

press metal kilang explore

2024-09-10 11:49

hhhiii123

Good chance to collect when sharp drop lol

2024-09-10 13:08

OldWiseMan100

kaboom kaboom
why their factory always explode one? not the first time... it is a common thing in the industry?

https://www.facebook.com/jonmelc/posts/pfbid02nqpEWLMcZi1JZF43phHh6JvnDdAGNZbEXtPtnZWPtjkoKRdyhhGRLyi4KMsPKNool

2024-09-10 13:30

ggleow

so serious the fire.
like this sure limit down

2024-09-10 13:35

pang72

No wonder drop so much..
Hopefully, everything in order

2024-09-10 13:41

ggleow

can drop for another 50 sen tomorrow.

2024-09-10 13:43

Babayaga

looking like the whole factory is done .... complete write off

2024-09-10 13:52

hw0706

look like not an easy task. recently the same nearby area also have explosion...

2024-09-10 15:22

pang72

https://theedgemalaysia.com/node/726164
3% annual capacity affect.
4 months to recover..

2024-09-10 16:18

pang72

The factory still there la..
Scary

2024-09-10 16:18

hhhiii123

Got insurance, hopefully strong rebound in alumni price

2024-09-10 17:34

juon

Tomorrow kena liao, next target kena short

2024-09-10 23:04

Tenka226

Collect before it crosses RM5 again 😉

2024-09-13 10:53

Fabien _the efficient capital allocator

I always hunt for smell of blood on the street, thankfully collected at 4.40.

2024-09-13 11:24

SMInvest

PMB Technology to increase production

The Star Monday, 16 Sep 2024
https://www.thestar.com.my/business/business-news/2024/09/16/pmb-technology-to-increase-production

2024-09-16 23:49

Tenka226

Good for you, Fabien, bought at the bottom price

2024-09-18 20:27

Fabien _the efficient capital allocator

FCF grew 199% over last 5 years. Last year were record high FCF of more than RM2mil. Anticipate PMetal to turn net cash in two years time with growing FCF in coming years as high capex cycle already over.

2 months ago

rl68

@Fabian, when will the power purchase agreement end?

2 months ago

Fabien _the efficient capital allocator

PPA contracts ending between 2034 and 2040

2 months ago

Fabien _the efficient capital allocator

China massive stimulus (monetary + fiscal) will boost industrial demand. Hold on to your PMetal

2 months ago

rl68

@Fabian, tq. All the best.

2 months ago

Fabien _the efficient capital allocator

Rio Tinto, second world largest mining company is seeking to improve its profit margin and return on capital by switching to lower cost renewable power.

Press metal already has favourable cost structure to protect its margins. With their latest acquisition in PT Kalimantan Alumina Nusantara, PMetal has effectively locked in 75% of its alumina requirement, ensuring a stable supply of raw materials, and potentially logistics savings.

Aluminum futures already rose past $2,560 per tonne in late September, its highest in over three months, and tracking the strong momentum for other base metals as fresh economic stimulus from China supported the demand outlook for key industrial metals.

2 months ago

Tenka226

Great ! Pmetal crosses RM5 once again. Uptrend sign

2 months ago

SMInvest

Demand for silicon metal in the United States and Europe is increasing, driven by a number of factors, including:
Solar energy
The solar industry is growing rapidly, and silicon is a key component in photovoltaic cells. The US solar industry aims to supply 30% of the country's energy by 2030.
Electric vehicles
The popularity of electric vehicles is expected to drive demand for silicon metal in the semiconductor industry, which is a key user of silicon.
Incentives
The US Inflation Reduction Act (IRA) offers incentives for EV batteries made with raw materials from friendly countries, which is expected to boost demand for silicon metal in the US.
Manufacturing hubs
Europe is a major manufacturing hub for silicon, and there are significant growth opportunities for silicon metal manufacturers in the region.
Other factors that are expected to contribute to the growth of the silicon metal market include: Rapid industrialization and infrastructure development, Expansion of the electronics industry, and Increased demand from the chemical industry.
However, the growth of the silicon metal market is also being hindered by volatility in energy costs.

1 month ago

SMInvest

Silicon Metal: The Backbone of Modern Technology and Sustainability
Chemical And Material | 28th October 2024

Silicon Metal: The Backbone of Modern Technology and Sustainability
Introduction: Top Silicon Metal Trends

Silicon metal, a critical industrial material, serves as a fundamental building block in a variety of applications, ranging from electronics to solar energy. Comprising more than 25% of the Earth’s crust, silicon is a versatile element that, when refined, becomes a key player in the production of semiconductors, alloys, and renewable energy technologies. With the growing demand for electronic devices and the shift towards sustainable energy sources, the Silicon Metal Market is witnessing significant transformations. We examine the most recent developments that are influencing the sector and spurring innovation here.

1. Surge in Demand for Renewable Energy Solutions

The global push for renewable energy sources has significantly boosted the demand for silicon metal, particularly in solar photovoltaic (PV) cells. Silicon is the primary material used in solar panels, and with governments and corporations investing heavily in clean energy initiatives, the market for silicon metal is set to expand. This trend is reinforced by the increasing adoption of solar energy to combat climate change and reduce carbon footprints.

2. Advancements in Semiconductor Technologies

The semiconductor industry relies on silicon metal and is growing rapidly due to the growth of artificial intelligence (AI), the Internet of Things (IoT), and 5G technology. Innovations in semiconductor design and manufacturing processes are driving the demand for high-quality silicon wafers. As electronic devices become more powerful and compact, the need for advanced silicon materials that can withstand higher temperatures and offer improved performance is paramount.

3. Rise of Sustainable Production Practices

As sustainability becomes a core focus for industries worldwide, the silicon metal sector is not lagging. Manufacturers are increasingly adopting eco-friendly practices in the extraction and production of silicon. This includes using renewable energy sources in smelting processes and developing methods to recycle silicon from end-of-life products. The goal is to reduce the carbon footprint associated with silicon production and align with global sustainability targets.

4. Growing Applications in Electric Vehicles (EVs)

The rise of electric vehicles is creating a new market for silicon metal. As EV manufacturers seek to improve battery efficiency and performance, silicon is emerging as a key material in battery technology. In contrast to conventional graphite anodes, silicon-based anodes are renowned for having a high energy density and capacity. This trend is leading to increased collaboration between silicon metal producers and battery manufacturers to develop innovative solutions that enhance the performance of EV batteries.

5. Expanding Use in Construction and Infrastructure

Silicon metal is becoming increasingly important in construction, enhancing the properties of materials like concrete and steel. Silica fume, a byproduct of silicon metal, boosts concrete's durability and strength, making it ideal for infrastructure projects. With rising urbanization and demand for sustainable materials, silicon metal's role in creating resilient, energy-efficient structures is set to grow.

Conclusion

Silicon metal stands at the forefront of several key trends that are shaping the future of technology, energy, and sustainability. From its vital role in renewable energy solutions and semiconductor technologies to its expanding applications in electric vehicles and construction, silicon metal is proving to be an essential material for modern society. As industries adapt to the demands of a changing world, the silicon metal market will continue to evolve, driving innovations that promote efficiency, sustainability, and performance. With the increasing focus on green practices and advanced technologies, the future of silicon metal looks promising, positioning it as a critical resource for the advancements of tomorrow.

1 month ago

SMInvest

PMBTech Silicon Metal
https://pmbtechnology.com/PMBTSilicon.html

1 month ago

Tenka226

Doing some swing trades at current price, then TP when it hits RM5 and above 😀

1 month ago

kelvinongbk

https://www.reuters.com/markets/commodities/china-cut-or-cancel-export-tax-rebates-products-including-aluminium-copper-2024-11-15/

1 month ago

SMInvest

中国光大证券王招华等分析师表示，取消出口退税短期或利空铝价内外比值： 短期来看，此次取消铝材出口退税，一定程度上或增加铝材出口企业的出口成本，抑制中国铝材加工企业的出口积极性，增加国内供给量从而利空国内铝价；中国铝材出口量减少叠加海外铝材供应增量有限则有望推升海外铝价。4 hours ago​

1 month ago

SMInvest

Malaysia's Aluminum Stocks Rise After China Ends Export-Tax Rebate
November 17, 2024 at 09:40 pm EST
Share
By Ying Xian Wong

Shares of Malaysian aluminum companies rose after China's finance ministry said it would end an export-tax rebate for the base metal.

Shares of Press Metal Aluminium--the Southeast Asian nation's biggest aluminum company--climbed 6.8% to 4.7 ringgit, equivalent to $1.05, in Monday morning trade. Shares of peer LB Aluminium rose 6.4%. The benchmark Kuala Lumpur Composite Index was 0.4% higher at 1598.82.

China said Friday that it will end its tax rebate policy on a wide range of products and commodities, including for aluminum and copper, starting Dec. 1.

The removal of the rebates is expected to raise the global cost of Chinese aluminum, potentially reducing export volumes in the near term, ING analysts Ewa Manthey and Inga Fechner said in a note.

The move could lead to a shift in trade dynamics, driving countries reliant on Chinese aluminum to seek alternatives amid limited global production capacity, the ING analysts said. "The global aluminum market is expected to return to deficit from 2026," they added.

China, the world's largest producer of aluminum, introduced export-tax rebates in 1985 to enhance global competitiveness for its products and attract global buyers, they said.

Write to Ying Xian Wong at yingxian.wong@wsj.com

1 month ago

SMInvest

Pmetal & PMBTECH

1 month ago

SMInvest

中国一公告让世界慌，取消铝出口退税连锁反应，铝价应声而涨

1 month ago

SMInvest

The global silicon metal market is expected to grow significantly between 2023 and 2030, with a number of factors driving the growth:
Demand: The demand for silicon metal is expected to increase due to its use in semiconductors, aluminum alloys, and energy storage.
Region: The European silicon metal market is expected to grow the fastest.
Product type: The metallurgical segment is expected to grow the fastest.
Application: The aluminum alloys segment is expected to dominate.
Greenhouse gas emissions: Automakers are looking to improve fuel economy and reduce greenhouse gas emissions.

1 month ago

SMInvest

Global Silicon Metal

Here are some estimates for the size of the global silicon metal market by 2030:
$11.25 billion
According to zionmarketresearch.com, the market is expected to reach $11.25 billion by 2030.
$10.79 billion
According to databridgemarketresearch.com, the market is expected to reach $10.79 billion by 2030.
$14.13 billion
According to maximizemarketresearch.com, the market is expected to reach $14.13 billion by 2030.
$20.60 billion
According to straitsresearch.com, the market is expected to reach $20.60 billion by 2030.
Silicon is a non-metal and semiconductor that is hard, brittle, and has a blue-grey metallic luster. It is the second most abundant element on Earth, making up 27.7% of the Earth's crust by mass.

1 month ago

Tenka226

Horayyy, Pmetal is breaking RM5 again 🤗🕺

2 weeks ago

Tenka226

Sold and wait for cheap cheap price to swing trade again 😊

2 weeks ago

PryorBuyer

PMETAL 上升股:齐力 阻力RM5.29

4 days ago

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