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cheah111 likes this. SMInvest The CEO responded that in the long term, the metallic silicon industry will be a key beneficiary of the ongoing green transition which is gathering momentum. The Company of the view that there could be an opportunity to break into Solar Photovaltaic industry due to the current trend on switching of lithium ion battery to sodium ion battery as a consideration for usage of solar panel. 20/09/2023 10:13 AM Putrajaya666 PMX nwip will be a game changer and one of the biggest beneficiary will be silicon metal for solar panel. Again and again, wait for the right entry window to collect 20/09/2023 4:01 PM faridfet BIMB's Analyst - Sell Call: PMB Technology Price Target: RM1.11 Global silicon metal prices remained on a downward trend in Q2 2023, down on average by 30% from the beginning of the year, amidst persistent weakness in demand. Market conditions are expected to remain challenging as the demand outlook from the automotive and silicones sectors remain uncertainty and worried. Current PE: 140x (Price Rm3.17) - too expensive and overvalue QR profit decline significantly sharp: 1. QR Feb 2021 - RM107m 2. QR May 2022 - RM54m 3. QR Aug 2022 - RM35m 4. QR Nov 2022 - RM18m 5. QR Feb 2023 - RM10m 6. QR May 2023 - RM9m 7. QR Aug 2023 - RM2m 8. QR Nov 2023 - (hundred thousand amount? you do the math) Inventory increasing: 1. Q4 22 - 270m 2. Q1 23 - 354m 4. Q2 23 - 447m product in inventory exceeds the projected consumer demand result remains unsold and effect of quality degradation, involving cost to manage high inventory, working capital being tied. Cash & Equivalents in current asset is decreasing: 1. Q4 22 - 127m 2. Q1 23 - 104m 4. Q2 23 - 71m Cash Flow is negative and getting bigger: 1. Q1 2023 (-15m) 2. Q2 2023 (-82m) Free Cash Flow is negative, business has more outflow than inflow which is company is losing money: 1. Q1 2023 (-77m) 2. Q2 2023 (-163m) Company clearly not generated enough revenue to cover the costs ROE 1. ROE -Q4 2022: 14% -Q1 2023: 8% -Q2 2023: 4% ROIC: -Q4 2022: 11% -Q1 2023: 6% -Q2 2023: 3% Net Margin: -Q4 2022: 3% -Q1 2023: 2% -Q2 2023: 0.9% Current quick ratio: 0.50 - company indicate liquidity not have enough money to meet its short-term liabilities. Asset turnover ratio: before is 1.26, now decreaing to 0.60 - a sign of low utilization rate of their factory and plant. Price action discount everything means all the information about a company is already reflected in the stock price. Do not against the market. Do not think to accumulate. PE is 140x. 20/09/2023 8:30 PM SMInvest 行家论股 上升股:齐力科技 阻力RM3.27 2023年09月21日 齐力科技(PMBTECH,7172, 主板工业股)的日线股价趋势于9月20日间显现着一段技术反弹走势,闭市时报3.17令吉,按日涨10仙或3.26%。短期间该股或会上挑3.18-3.27令吉水平。 20/09/23行情 21/09/2023 12:38 AM SMInvest 行家论股/上升股齐力科技-阻力RM3.27 https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E4%B8%8A%E5%8D%87%E8%82%A1%E9%BD%90%E5%8A%9B%E7%A7%91%E6%8A%80-%E9%98%BB%E5%8A%9Brm327 21/09/2023 12:40 AM SMInvest Experts discuss stocks *****Rising stocks: PMB Technology Resistance RM3.27 September 21, 2023 The daily stock price trend of PMB Technology (PMBTECH, 7172, main board industrial stock) showed a technical rebound trend on September 20, closing at RM3.17, up 10 sen or 3.26% on a daily basis. The stock may rise to the 3.18-3.27 ringgit level in the short term. 20/09/23 Quotes 21/09/2023 12:42 AM SMInvest China Metal Silicon Spot Price http://www.sunsirs.com/uk/prodetail-238.html 21/09/2023 3:46 PM Putrajaya666 Need no argue so much, just monitor this sideways pattern, whether it could breakout above 321 or it may test supports 303. 22/09/2023 9:02 PM Yu_and_Mee I thought already in holand? noscopesummer very hard to holland actually 1 month ago 24/11/2023 7:05 PM Medusa Limit down yahoo Follow medusa earn plofit Follow other Holland coming Kikiki… 24/11/2023 9:31 PM BursaVulture this counter 50 cents also must think twice. profit so low... until no eye see. 29/11/2023 8:16 PM Putrajaya666 There's Cantonese saying, heal back also waste medicine.... Another 3-5 year la... 08/12/2023 9:38 AM at1688 As from my humble observation, the price is too pricy and very high P/E . if i want to buy metals counter, i will choose Pantech lah. 15/12/2023 12:53 PM Yezzy99108 2023 has been a miserable year - a really sad ending plummeting back after the exponential spike in 2022 :( 20/12/2023 11:50 AM StartOfTheBull Investors finally woke up to realise what is an overvalued stock. 17/01/2024 10:41 AM SMInvest “金属硅”(也称工业硅)是20世纪60年代中期出现的一个商品名称,它的出现与半导体行业的兴起有关。国际通用做法是把商品硅分成金属硅和半导体硅。金属硅(Si)是工业提纯的单质硅,主要用于生产有机硅、制取高纯度的半导体材料以及配制有特殊用途的合金等 20/01/2024 12:10 PM SMInvest 在未来5到10年内,金属硅市场需求将继续稳步增加。随着汽车在越来越多的地方普及,铝合金行业对金属硅用量将继续增加。此外,化工行业也将成为金属硅需求增加的主要动 20/01/2024 12:10 PM SMInvest In 2017, we introduced PMB Silicon into our portfolio. Operating from Sarawak, Malaysia, our plant uses renewable energy (hydroelectric) and follows strict industry and sustainable practices in our manufacturing process. The Group’s vision is to become a global player in the production of silicon metal and aluminium fabrication industry. 20/01/2024 12:13 PM SMInvest PMB Silicon is located in Samalaju Industrial Park Sarawak, in an area regulated by the Department of Environment Malaysia. It is built within an area planned for five phases of development and facilitated by two purpose-built ports. Sarawak is also blessed with high annual rainfall and an abundance of rivers that provide affordable and renewable energy to power our plant. There is also an abundance of high-quality raw materials to ensure our supply chain is never disrupted. 20/01/2024 12:15 PM SMInvest https://pmbtechnology.com/assets/img/investorRelations/otherDocument/2023/Minutes%20of%2021st%20AGM.pdf 20/01/2024 12:30 PM Putrajaya666 It's going to repeat like pmetal....Drop death and sideway 2 years, and still counting when to resuscitate to breakout 24/01/2024 11:58 AM | |