All Comments on PMETAL Reload

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Hong Chew Eu
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Press Metal Aluminum – is the market wrong?

Press Metal Aluminium is the largest integrated aluminium producer in Southeast Asia. Over the past five years, the company has strengthened its market position by improving cost efficiencies, expanding into new high-growth markets, and enhancing its sustainability focus.

These strategic initiatives have contributed to its improving financial performance, as illustrated in the two middle charts. However, its performance trends also coincided with the uptrend in the aluminium price cycle.

https://i.postimg.cc/fbZhLbbw/Press-Metal-31-Jan-2025.png

As shown in the leftmost chart, Press Metal’s stock price is currently lower than its past three-year high. At the same time, it is positioned within the Gem quadrant, indicating strong business fundamentals.

This positioning suggests that the market may be anticipating a downtrend in aluminium prices, which could impact future earnings. Is the market wrong?

• If the market is right, the company's stock would be overvalued based on historical performance.

• If the market is wrong and aluminium prices remain strong and companies like Press Metal may continue to thrive.

This raises an important question: Is the company’s growth primarily driven by operational improvements, or is it largely influenced by rising aluminium prices?
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Captain MY
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Higher tariffs raise the cost of imported aluminium, reducing supply from key exporters like China, Germany, or the EU. This could lead to supply shortages in the U.S., pushing aluminium futures prices higher.
Steven Gan
4 Like · Reply
hmmmm~EPF今天又成回5%的大股东了。。。有猫腻~~~
Kenny Ng
等RM4.75 再加码
Like · 5 days · translate
Captain MY
明天可能就到了,期货跌着了
Like · 5 days · translate
Chee Hong
1 Like · Reply
一朝回到解放前。
Chee Hong
卖完了。。。。。。。。。
Like · 1 week · translate
Captain MY
看这波回调可不可以回去4.7
Like · 1 week · translate
Captain MY
2 Like · Reply
How far can we go?

Weaker MYR
Rising global demand in datacenter
Removed incentives by China government
Increased tariff by US on China export
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Lim Lim
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金砖国家税税关4.96-30%limit down=3.50见
Captain MY
请查看PMETAL主要出口去哪个国家再说吧, 呵呵呵
Like · 1 week · translate
leo king
别人这么说无非要增加谈判筹码。真会增加60%,100%关税?相信你就被套路了。
Like · 1 week · translate
Chee Hong
1 Like · Reply
今天又是一样的剧情吗?
Kenny Ng
1 Like · Reply
Malaysia imposes anti-dumping duties on iron, steel imports from China, India, Japan and South Korea

https://www.thestar.com.my/business/business-news/2025/01/13/malaysia-imposes-anti-dumping-duties-on-iron-steel-imports-from-4-countries
Kevin Tam
1 Like · Reply
Pmetal heading to below 4.50?
Kevin Tam
Profit level improving... Potential to break 5.10-5.30 in 1 month time...
1 Like · 1 month · translate
Steven Goh
Press Metal to gain from China alumina supply https://www.klsescreener.com/v2/news/view/1451261
1 Like · 4 weeks · translate
Yam Yamy
1 Like · Reply
Huh, dividend only 1.75, after ex share price dropped 14.0.....speechless
Kevin Tam
Unbelievable.. Operators want it down ba
Like · 1 month · translate
Kenny Ng
Then it's an opportunity for retailers to go in cheap
1 Like · 1 month · translate