Please read carefully, deeply and understand especially on
CHAPTER 3 PREVIOUS TAKEOVER EXERCISE; THAT HAD INFLUENCED ON ITS SHARE PRICES with positive manner
CHAPTER 4 Aluminium Industry Riding To Higher Demand In Electric Vehicles
1 THE TWIN BUSINESSES FOR PRESS METAL ALUMINIUM HOLDINGS BHD/8869
& ALCOM GROUP BERHAD /2674
1.2 For your understanding , in KLSE , the KING of the aluminium business is Press Metal Berhad , and the followers ,
one of them is Alcom Group Berhad / 2674
1.3 Some of my KLSE investors who are well known in the corporate community ask direct questions:
Question Number 1
Are there more than two or three listed companies in KLSE that manufacture and supply
aluminium inter related products
Question Number 2
Is there a listed company in KLSE that manufactured aluminium inter related products with good financial quarter that is just reported in this week ,from 22 Feb 2021 onwards
Question Number 3
Please disclose and reveal the name of this company listed in KLSE?
ALCOM GROUP BERHAD /2674
Stock traders, short term investors are always on the lookout for ways to improve their trading methods.
There are 1,400 counters in KLSE (including all types of warrants) to choose from when analyzing these 1400 counters and the market in general…
but what should you be using,
AN IMPORTANT MESSAGE FOR APRIL , MAY 2021
Thanks to the rare convergence of these 2 important catalyst factors of this particular stock,
the clock is ticking down for you.
ALCOM GROUP BERHAD / 2674 has these 2 important catalyst factors, namely
ALCOM manufacture, supply :
- Aluminium interrelated products
- Aluminium commodity record price is US 2,373.50 per metric ton as at 22 April 2021
- Aluminium commodity price is US 2,212.50 per metric ton as at 1 April 2021
- Historical low price - then was USD 1,421.50 per metric ton as at 8 April 2020
- Recent announcement by Alcom / 2674 on 23 Feb 2021
- On the financial quarter with revenue RM 109,633,000.00
- Record profit -for this financial quarter RM 10,074,000.00
- Amazing Earning per financial quarter = 7.50 cents, on the assumptions same for the coming quarters = 7.50 x 4
- Annualized per year 30 cents x 10 PER (price earning ratio )
- Intrinsic value RM 3.00, less 50 % discount,
- Short term target price RM 1.50
. Mid term target price : RM2.32
. current price as at 30 April 2021 - RM 1.15( potential financial gain RM 1.17)
For quick understanding on this company - ALCOM /2674, please watch these 4 video clips highlighting on the general profiles,
different business types of aluminium with various customers - ranging from various brands of conditioner units, (York, Acson, Daikin) ,
Alcom Group Berhad received with highly prestigious award
the Malaysian Prime Minister Award in 2008.
Project references :
1. Petronas Twin Towers- on the aluminium facades and claddings; curtain walls
2. Storage tanks of Dialog Group Berhad based in Pengerang Deep Water Terminal, Johor (PDT), with 1,200 acres spread across
a regional downstream hub for the oil, gas and petrochemical industries.
3. Kuching Iconic Golden Bridge in Sarawak.
Important catalyst , for Alcom / 2674
In the aluminium industry, the big brothers and the KING of aluminium business are as follows
(i) King - Press Metal / 8869
(ii) Queen - PMB Technology /7172
A lot of the same industry players , have mentioned that there is a close possibility of
''merger and acquisition" exercise, for the Press Metal Aluminium Holdings Berhad /8869.
Main shareholders are the Koon brothers
(a) Tan Sri Dato Paul Koon Poh Keong for Press Metal /8869
(b) Mr Koon Poh Ming heading the
PMB Technology Berhad /7172
Do you know that PMB Technology/7172 -- completed the aluminium structures, claddings, for Marina Bay Sands , Singapore
using their In house technology in using the aluminium composite materials / ACM ,
These materials are distinguished by their unique features , its lightweight , high rigidity , excellent flatness and long lasting coating qualities are just the construction industry required ?
For your better understanding , every week , Monday , Wednesday , Friday ,
there were 3 units X40 footer long conventional lorries from PMB Technology Berhad, Balakong, Selangor to Marina Bay Sands , Singapore
for one whole year of 2010 , meaning 156 units of 40 footer types lorries ;
just imagine the huge load of aluminium facades and claddings , curtain walls were well commissioned in the
Marina Bay Sands Hotel & Resort , Singapore .
fully commissioned in the grand opening - 17 February 2011 ,
Marina Bays Sands Hotel & Casino ,
10 Bayfront Avenue ,Singapore 018956
this special project is done by Special Designer Group , a global organization of designers, engineers , planners, business consultants, -
Arup - founded in 1946 by Sir Ove Arup ,
and by Main Architect - Safdie Architects
and by Main Contractor -Ssangyong, South Korea
This building has broke away from the conventional model of a mega hotel and fully integrated resort ;
not only overseas tourists come , but also Singaporeans come and enjoy , and be inspired by,
it appears that the unique design has succeeded in achieving its objectives.
Are eyeing for strategic assets in regards to adding value to the Press Metal Group ,
one of the likely candidates,
will it be Alcom / 2674 ?
Is it Alcom / 2674 ?
Time will eventually tell on the " take-over " corporate exercise whether it is friendly or hostile , thus it will create the company being bought out can be a real windfall for the investors .
That is generally in the correct perspective because when the company being bought has shown some respectable performances and has good prospects for the near future , a certain amount of goodwill can be involved.
Goodwill usually is an intangible asset, when one company acquires another , it includes reputation, brand, intellectual property and commercial trade secrets.
More often , the target takeover company will offer the premium especially in driving up the stock prices ,
In this case , will it be Alcom /2674 ?
EcoWorld Development Holdings Sdn. Bhd., bought over Focal Aims Holding Berhad/ 8206
for RM 230.69 millions or
translating RM 1.40 a share in cash
# Update* Eco World buys 65% of Focal Aims for RM 231millions , extends MGO = Mandatory General Offer
THe Editor / The Edge - September 17, 2013 - 05 : 36 am
Focal Aims Holding Berhad /8206 in 13 September 2013 -the share price was RM 0.38
Focal Aims the peak price was created RM 2.17 - 11 April 2014 , almost 5 .71 from RM 0.38 ;
Is it incredible even after Eco World Development Holdings Sdn. Bhd. announcement of RM 1.40 , the share prices were driven up to RM 2.17
Before --- Focal Aims Holding Berhad /8206, the company was listed as Sanda Plastics Industries Berhad /8206 on 18 November 1997
So many takeover exercises in this manner :
from Sanda Plastics Industries Berhad /8206 to
Focal Aims Holding Berhad /8206 to
Eco World Development Group Berhad /8206 --this is Tan Sri Liew Kee Sin - main shareholder ; the ex founder of SP Setia Bhd/ 8664
When the target company of the listed company is on
'' merger and acquired " exercise , by the big KING of aluminium -
Press Metal Aluminium Holdings Berhad /8869 ,
closing 23 April 2021 RM 5.30 / after ex bonus price. ,
there will be a bountiful harvest to be a huge gain on the
stock prices- multi folds uptrends.
ALCOM / 2674
(1) Do you have some understanding of that old high for this stock?
(1.1) This stock old high was RM 2.32 done on 29 June 2017,
From previous analysis,
From 30 May 2017,
At RM 1.35
(1.2)With 20 trading days,
from 30 May 2017 /RM 1.35 to
29 June 2017/RM 2.32,
(a) 4 trading days resting =
from 2 June 2017 to 7 June 2017
(RM 1.54 to RM 1.61)
(b) 3 trading days resting =
from 13 June 2017 to 15 June 2017
(RM 1.75 to RM 1.85)
(c) 4 trading days resting =
from 19 June 2017 to 22 June 2017
(RM 1.91 to RM 2.08)
(d) 3 training days onwards
from 23 June 2017 to 29 June 2017
Reaching the old high RM 2.32
Share prices movements in technical chart,
can behave in their previous manner and trend ,
can Alcom /2674 follow up on her previous technical pattern,
Can HISTORY REPEAT ITSELF ?
Can HISTORY REPEAT ITSELF ?
Can HISTORY REPEAT ITSELF ?
Can history repeat itself?
Time will tell, more important it needs to reach
RM 1.59/ R 2
For those investors who can wait, the next target, short term RM 1.50,
New catalyst, on the likely
" merger + acquisition" theme by the king of aluminium -
Press Metal /8869
PMB Technology Bhd /7172
PMB Technology Bhd
is the official sub contractor in building the exterior facade, claddings, wall curtains for
Marina Bay Sands Hotel +Resort,
10, Bayfront Avenue,
Alcom Bhd /2674
is the official sub contractor in building the exterior facade, claddings, curtain walls for
Petronas Twin Towers,
Kuala Lumpur City Centre,
Jalan Ampang, Kuala Lumpur.
Both are reputable aluminum facade, claddings, wall curtains panels,
Both are real manufacturers having its in its own house plants, factories
Using their in house technology in using the aluminium composite materials / ACM.
These materials are distinguished by their unique features, it's lightweight, yet high rigidity qualities, excellent flatness and more importantly long lasting - coating qualities are just the construction industry required.
Now, you can understand their business similarity, two of a kind, a twin?
Can it be a real winner for Alcom /2674,
when the target company or takeover company will offer the premium especially in driving up the stock prices.
And broadly speaking, an influx ' mergers and acquisitions' activity is often viewed by investors
as a positive market indicator.
This is an exciting time indeed for aluminium consumption, with demand for this highly versatile metal continuing to rise to dizzying heights with every new estimate. Among the brighter stars in the consumption constellation continues to be that of electric vehicles. As has been detailed in these pages over the years, the rise of the electric vehicle will likely éabe a boon for aluminium, largely due to its advantageous strength-to-weight ratio, which is often boosted when alloyed with other common metals.
“It seems that the whole world is united when it comes to the adoption of electric vehicles,” noted aluminium industry consultant and regular AI contributor Goran Djukanovic. EV’s have carved out a respectable niche in the automotive market, accounting for sales of 3.5 million passenger vehicles and 421,000 electric buses through last summer. With an average of 250 kg of aluminium per unit, last year’s total aluminium demand by EV makers totaled around 250 thousand metric tons. Though already a respectable total, experts say demand from the EV market is likely to rise tenfold through 2030, topping out at 10 million metric tons per annum.
By all estimations, sales of EVs are shaping up to experience a dramatic increase. As consumers increasingly view EVs as a worthwhile competitor to internal-combustion engine vehicles, sales are expected to balloon, growing EVs’ market share from 4 percent in 2017 to an expected 30 percent in 2030. Globally, the number of EVs was projected at over 4 million as of the end of 2018, with over half a million charging stations available to their owners, half of which were in the People’s Republic of China. This is consummate with the fact that China is expected to lead the charge, given its fast-growing automotive market. Thanks to Beijing’s push for EV use, experts see China as the world’s biggest EV market through at least 2040.
Progress in battery technology
Mainstream acceptance of EVs is closely tied to development of affordable, reliable, and long-lasting batteries, making it a field of intense research and an arena for breakthroughs. Researchers at South Korea’s Ulsan National Institute of Science and Technology announced last fall the development of a new high-energy aluminium-air flow battery that is more efficient than the traditional gasoline-powered engines. Researchers say the key is replacing – not recharging – the depleted battery packs, thus avoiding the time-consuming and potentially dangerous practice of recharging batteries. The new aluminium-air flow batteries produce electricity simply by reacting with oxygen in the ambient air instead of from an electrical source. Aluminium-air batteries also hold a greater charge, weigh less, and cost less to produce than existing lithium-ion batteries.
While South Korean scientists continue the pursuit of a better battery, a Swiss company says it has made a tremendous leap forward in battery range. Innolith, a start-up, revealed earlier this month the development of the first 1,000 Wh/kg (Watt-hours per kilogram) rechargeable battery. Unlike other wet lithium-ion cells, Innolith has replaced the organic substance acting as the solvent for the battery’s electrolytes with an inorganic compound, and thereby making the battery less flammable. The technology is also capable of powering the average EV to over 600 miles, according to the firm. If the technology is proven to be solid, it would put it ahead of its closest competitor, Tesla, as the best of the American firm’s batteries so far only manages to propel its vehicles to 330 miles per charge.
No surprise then that researchers at Tesla Motors are exploring several avenues for improving EV batteries. Currently the firm’s batteries are engineered to last between 300,000 and 500,000 miles before requiring maintenance, and the portion in need of attention is the individual battery modules and not the entire battery pack. The company itself is plugging the gap with quality guarantees, promising that its batteries will last the car’s operator for 8 years or 160,000 miles, guaranteeing that the batteries will maintain a 75-percent retention capacity under normal use.
Wither environmental concerns?
Progress in these respects notwithstanding, the biggest concern surrounding EVs remains sustainability. Up until recently, spent batteries posed a serious pollution problem due to the metals used in their construction and the dangers these posed to the environment if not appropriately and responsibly disposed of. At present, a significant percentage of EV batteries can already be reclaimed, though a breakthrough by the Finnish firm Fortum earlier this year may potentially boost recycling rates to up to 80 percent. The process involves separating out the cast-off batteries into their constituent plastics, copper, and aluminium, and routing them to the appropriate recycling process. What remains is lithium, manganese, cobalt, and nickel, which Fortum precipitates out in a chemical process, allowing these elements to be returned to battery manufacturers for use in a new generation of batteries.
EVs continue to show more and more promise as a significant growth area for aluminium as time goes by. Increased market penetration, spurred on by public initiatives and private efforts at building a better, more reliable product, bodes only good tidings for an industry that relies increasingly upon the ready availability of aluminium and its alloys. While political machinations and market fluctuations may cause consternation in the short term, the rise of EVs in the global marketplace holds the greatest of promise for both the primary and recycled aluminium sectors in the years ahead.
Thanks for reading and see you in the next post.
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