PMETAL 8869 PRESS METAL ALUMINIUM HOLDINGS BERHAD 能否在铝行业的积极前景的支持下继续向前推进?
Press Metal Aluminium Holdings Bhd 的交易价格达到 6.67 令吉的一年高点,这真是令人惊讶。
目前为 4.79,要达到 52 周高点似乎是一项艰巨的任务。但当它上个月跌至 3.90 令吉的低点时,高点就消散了。
现在股票已经攀升并以约 28 倍的市盈率交易,现在是吸纳该股的好时机吗?
Press Metal 是东南亚最大的综合铝生产商,也是世界级的低成本冶炼厂之一。
它最近从香港大庆企业有限公司获得了价值 1.1 亿令吉的铝锭出口销售,两家公司还以 6.7 亿令吉签订了同一产品的五年出口协议。
该协议是在最近与马来西亚驻华贸易和投资代表团联合举行的会议上签署的
这应该是公司在获得长期出口协议后进一步增长的良好动力。
除了接触之外,由于电动汽车和可再生能源的需求增加,铝的需求可能会很好。
据 Press Metal 称,由于输电线路基础设施支出对太阳能光伏和线材的需求,可再生能源行业将成为铝的增长引擎。
运输和建筑行业是 2022 年铝的主要需求驱动因素,占需求的近 50%。
电气、包装和铝箔原料行业是铝需求的其他主要行业。
这家铝生产商认为西方的供应限制将继续存在,而以中国为首的强于预期的复苏将推高对铝的需求。
对公司也有帮助的是经济衰退的担忧和高通胀的消散,全球货运成本下降超过 30% 以及高预焙碳价格的缓和。
Kenanga Research 认为 Press Metal 是铝行业的强劲受益者。
该研究机构增持该行业,铝价受到经济活动正常化支撑的需求复苏的良好支撑。
自 1 月初中国重新开放以来,在房地产市场需求复苏预期的推动下,大宗商品价格在 2HCY22 低迷之后强劲反弹。
ASP 不太可能在短期内回落到 COVID-19 之前的水平,因为需求复苏主要是由于经济活动的正常化。
年初至今,LME 铝价平均为 2,436 美元/吨,比 2HCY22 的 2,345 美元/吨高出 4%。
鉴于铝行业的积极态势,Press Metal 的趋势走高看起来不错,而且在目前的水平上似乎是一个合理的买入。
#PMETAL
https://xifu.my/OpinionsComment.aspx?BID=B01245502P0AEAAB
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