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【ALCOM 2674 交流专区】马制铝

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发表于 27-9-2016 03:29 AM | 显示全部楼层
2年内致力减成本
马制铝专注加强营运效率


2016年9月27日
(八打灵再也26日讯)马制铝(ALCOM,2674,主板工业产品股)表示,除了持续探索收益最大的市场,未来2年,也将专注于加强公司营运效率及减少成本。

马制铝董事经理王志雄,在公司股东常年大会后向媒体表示,公司的产能已发挥至极致,为了获得最大收益,将会筛选业务发展的市场。

他披露,印度及欧洲国家将作为公司发展业务的新兴市场。

除了筛选市场,王志雄也表示,将专注于改善营运效率,达至减少成本目标。

他指出,截至2016财年,马制铝透过提高营运效率,已节省近6.8%的成本开销。

另一方面,针对Towerpack私人有限公司收购马制铝股权的计划,是否对公司业务带来协同效应?

对此,王志雄回应表示,基于公司与Towerpack的业务关系不密切,仅供应小部分产品,因此,估计不会带来显著的协同效应。

至于收购后的人事更动,王志雄则表示不予置评。

首季净利飙31倍

展望未来,王志雄乐观看待公司业务表现,并放眼铝制品将成为市场主要产品之一。

截至6月杪首季,马制铝净利按年暴涨近31倍,从3万6000令吉提高至115万3000令吉,或每股净利0.87仙。

同季营业额也按年增7.24%,录得7386万9000令吉,上财年同季为6888万5000令吉。

一同出席媒体发布会的,还包括马制铝财务总监伯纳德戈麦斯。【e南洋】
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发表于 2-10-2016 06:43 AM | 显示全部楼层
ALUMINIUM COMPANY OF MALAYSIA BERHAD

Date of change
30 Sep 2016
Name
MR KEITH CHRISTOPHER YEOH MIN KIT
Age
30
Gender
Male
Nationality
Malaysia
Designation
Non-Independent Director
Directorate
Executive
Type of change
Appointment
Qualifications
Bachelor of Laws (Honours) from Oxford Brookes University, Oxford, England.  He was called to the Honourable Society of Middle Temple, United Kingdom in 2009.
Working experience and occupation
He joined Messrs Shook Lin & Bok in 2010 and upon completion of pupillage in 2011, he was called to the Malaysian Bar as an Advocate and Solicitor of the High Court of Malaya in 2011. In 2012 he commenced his legal practice in Messrs Mah-Kamariyah & Philip Koh in the Litigation and Alternative Dispute Resolution Department, assisting in areas ranging from corporate and commercial dispute, injunctions to arbitration proceedings. He then progressed to the Corporate, Property and Banking Department, assisting in a number of corporate exercises including Initial Public Offerings, Voluntary-General Take Over, Rights Issue, Private Placements, Employee Share Option Scheme and acquisition deals.
Directorships in public companies and listed issuers (if any)
Box-Pax (Malaysia) Bhd.
Family relationship with any director and/or major shareholder of the listed issuer
He is the son of Yeoh Jin Hoe (an Executive Director and major shareholder of the Company), and Marc Francis Yeoh Min Chang (an Executive Director of the Company) is his brother.

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发表于 2-10-2016 06:43 AM | 显示全部楼层
Date of change
30 Sep 2016
Name
MR YEOH JIN HOE
Age
69
Gender
Male
Nationality
Malaysia
Designation
Non-Independent Director
Directorate
Executive
Type of change
Appointment
Qualifications
Malayan Teachers' College
Working experience and occupation
Yeoh Jin Hoe is currently the Group Managing Director of Kian Joo Can Factory Berhad ("Kian Joo") and its listed subsidiary, Box-Pak (Malaysia) Bhd. Prior to his appointment on the board of the aforesaid companies, he was the Managing Director of Can-One Berhad ("Can-One").Under his leadership and guidance, Can-One group of companies : (Can-One Group) expanded its core business as a tin can manufacturer to include the manufacture of dairy and non-dairy products, plastic jerry cans and bag-in-boxes. He was also instrumental for the acquisition by Can-One Group of its significant equity interest in Kian Joo. Currently, he is the Non-Independent Non-Executive Director of Can-One.
Directorships in public companies and listed issuers (if any)
Kian Joo Can Factory Berhad Box-Pax (Malaysia) Bhd. Can-One Berhad
Family relationship with any director and/or major shareholder of the listed issuer
He is the father of Executive Directors, Marc Francis Yeoh Min Chang and Keith Christopher Yeoh Min Kit.
Any conflict of interests that he/she has with the listed issuer
NIL
Details of any interest in the securities of the listed issuer or its subsidiaries
Deemed interest in 78,234,054 equity interest in the Company by virtue of Section 6A(4) of the Companies Act, 1965.

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发表于 2-10-2016 06:44 AM | 显示全部楼层
Date of change
30 Sep 2016
Name
MR MARC FRANCIS YEOH MIN CHANG
Age
31
Gender
Male
Nationality
Malaysia
Designation
Non-Independent Director
Directorate
Executive
Type of change
Appointment
Qualifications
- Master of Business Administration in Finance from University of Southern Queensland, Australia- Bachelor of Science Degree in Electrical and Electronic Engineering (Magna cum Laude) from Marquette University, United States of America .
Working experience and occupation
He has been the Chief Operating Officer cum Executive Director of Can-One Berhad ("Can-One") since July 2012. Prior to this, he was the General Manager of the Engineering and Business Development units of Can-One group of companies. He was previously with Axiata Group Berhad group of companies serving in various senior positions abroad from 2007 to 2010.
Directorships in public companies and listed issuers (if any)
Can-One Berhad
Family relationship with any director and/or major shareholder of the listed issuer
He is the son of Yeoh Jin Hoe (an Executive Director and major shareholder of the Company), and Keith Christopher Yeoh Min Kit (an Executive Director of the Company) is his brother.

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发表于 5-10-2016 03:55 AM | 显示全部楼层
Notice of Person Ceasing (29C)
ALUMINIUM COMPANY OF MALAYSIA BERHAD
Particulars of Substantial Securities Holder
Name
NOVELIS INC.
Address
3560 Lenox Road
Suite 2000
Atlanta
3026
Canada.
Company No.
4260139
Nationality/Country of incorporation
Canada
Descriptions (Class & nominal value)
78,234,054 ORDINARY SHARES OF RM1.00 EACH
Date of cessation
30 Sep 2016
Name & address of registered holder
NOVELIS, INC.3560 LENOX ROAD,SUITE 2000, ATLANTAGEORGIA 3026
Currency
Malaysian Ringgit (MYR)
No of securities disposed
78,234,054
Price Transacted ($$)

Circumstances by reason of which Securities Holder has interest
Disposal of shares pursuant to Share Sale and Purchase Agreement dated 18 August 2016.
Nature of interest
Direct

Date of notice
30 Sep 2016

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发表于 18-10-2016 05:18 AM | 显示全部楼层
本帖最后由 icy97 于 19-10-2016 03:22 AM 编辑

出价61仙低于股价估值
Towerpack献购马制铝“不合理不公平”


2016年10月18日
(吉隆坡17日讯)独立顾问Mercury证券指出,Towerpack私人有限公司出价每股61仙,全面收购马制铝(ALCOM,2674,主板工业产品股)股权的献议“不合理和不公平”,建议股东拒绝献议。

Mercury证券在独立报告中指出,根据实际净资产价值(RNAV)估算法,马制铝股权的实际净资产约2亿5938万令吉,相等于每股实际净资产1.96令吉。

这显示Towerpack的61仙出价,比实际净资产价值低68.88%。

再者,这比该股在5天、1个月、3个月、6个月和1年加权均价低,折价介于23.65%和29.92%之间。

Mercury证券指,献购价低于市价和估值,因此认为这献议“不公平”。

另外,考虑到献购方有意维持马制铝的上市地位后,Mercury证券认为该献购并“不合理”。

“马制铝维持上市地位,股东在该献购截止后,仍有机会在公开市场脱售马制铝的股票。”

8月18日,Towerpack与马制铝大股东Novelis签署有条件股权买卖协议,以总值4772万2772.94令吉或每股61仙,收购马制铝的7823万4054股或约59.16%股权。

在触及无条件献购条例后,Towerpack以每股61仙,对马制铝展开强制性献购所有剩余股权。  【e南洋】

Subject
INDEPENDENT ADVICE CIRCULAR TO THE HOLDERS OF THE OFFER SHARES IN RELATION TO THE UNCONDITIONAL MANDATORY TAKE-OVER OFFER BY TOWERPACK SDN BHD
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5232537

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发表于 3-11-2016 04:51 AM | 显示全部楼层
Date of change
01 Nov 2016
Name
MR CHEE KHAY LEONG
Age
55
Gender
Male
Nationality
Malaysia
Designation
Independent Director
Directorate
Independent and Non Executive
Type of change
Appointment
Qualifications
Malaysian Certificate of Education
Working experience and occupation
He has extensive experience in the management of manufacturing facilities, marketing and business development. He is the Chief Operating Officer cum Executive Director of Kian Joo Can Factory Berhad (KJCF). He oversees the implementation of KJCF group of companies (KJCF Group) broad operational strategies and policies as well as the operations and performance of the KJCF Group. He is also Executive Director of KJCFs subsidiary, Box-Pak (Malaysia) Bhd.
Directorships in public companies and listed issuers (if any)
(i)   Kian Joo Can Factory Berhad (ii)  Box-Pak (Malaysia) Bhd.

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发表于 22-11-2016 07:25 PM | 显示全部楼层
本帖最后由 icy97 于 30-11-2016 02:16 AM 编辑

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2016
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2016
30 Sep 2015
30 Sep 2016
30 Sep 2015
$$'000
$$'000
$$'000
$$'000
1Revenue
77,200
61,068
151,069
129,953
2Profit/(loss) before tax
2,544
-1,471
4,817
-1,216
3Profit/(loss) for the period
1,759
-1,000
2,912
-964
4Profit/(loss) attributable to ordinary equity holders of the parent
1,759
-1,000
2,912
-964
5Basic earnings/(loss) per share (Subunit)
1.33
-0.76
2.20
-0.73
6Proposed/Declared dividend per share (Subunit)
0.00
5.00
0.00
5.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.2700
1.2400

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发表于 22-2-2017 05:47 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2016
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Dec 2016
31 Dec 2015
31 Dec 2016
31 Dec 2015
$$'000
$$'000
$$'000
$$'000
1Revenue
81,789
79,788
232,858
209,741
2Profit/(loss) before tax
5,753
4,357
10,570
3,141
3Profit/(loss) for the period
3,732
3,108
6,644
2,144
4Profit/(loss) attributable to ordinary equity holders of the parent
3,732
3,108
6,644
2,144
5Basic earnings/(loss) per share (Subunit)
2.82
2.35
5.02
1.62
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
5.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.2900
1.2400

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发表于 24-2-2017 05:18 AM | 显示全部楼层
Change in Financial Year End
ALUMINIUM COMPANY OF MALAYSIA BERHAD

Old financial year end
31 Mar 2017
New financial year end
31 Dec 2017



Remarks :
The Board of Directors of Aluminium Company of Malaysia Berhad ("ALCOM") has approved the change in the financial year end ("FYE") of ALCOM from 31 March to 31 December to be coterminous with the FYE of its holding company. The change will be implemented after the close of the financial year ending 31 March 2017. The next set of audited financial statements will be for a period of 9 months, from 1 April 2017 to 31 December 2017. Subsequently, the FYE of ALCOM will be 31 December.


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发表于 13-4-2017 05:14 AM | 显示全部楼层
本帖最后由 icy97 于 14-4-2017 03:49 AM 编辑

建议削减资本
马制铝拟每股回退32仙


2017年4月13日
(吉隆坡12日讯)马制铝(ALCOM,2674,主板工业产品股)建议资本削减与资本回退,把总值最多4298万5871令吉或每股32仙,回退给股东。

目前,马制铝缴足资本为1亿4244万3933令吉,总股本1亿3225万1848股;另有20万7900库存股。

该公司指,若削减缴足资本4232万591令吉的同时脱售全数库存股,回退该股东的总额为4298万5871令吉,或每股32仙。

完成上述活动后,该公司缴足资本将减少至最低9945万8000令吉。

该公司指,考量到目前公司的现金和等值的储备、零负债的财务表现,以及实行更有效率的资本架构,才会提出这项建议,以获得股东持续支持。【e南洋】

Type
Announcement
Subject
OTHERS
Description
ALUMINIUM COMPANY OF MALAYSIA BERHAD ("ALCOM" OR "THE COMPANY")PROPOSED CAPITAL REDUCTION AND REPAYMENT OF UP TO APPROXIMATELY RM43.0 MILLION
On behalf of the Board of Directors of Alcom (“Board”), AmInvestment Bank Berhad (“AmInvestment Bank”) wishes to announce that Alcom proposes to undertake a proposed capital reduction and repayment to the shareholders of Alcom of up to RM42,985,871.36 on the basis of RM0.32 for each ordinary share in Alcom (“Alcom Share” or “Share”) held, via a reduction of the share capital of Alcom pursuant to Section 116 of the Companies Act, 2016 (“Act”) (“Proposed Capital Repayment”).
Further details of the Proposed Capital Repayment are set out in the attachment.

This announcement is dated 12 April 2017.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5394573

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发表于 10-5-2017 07:12 AM | 显示全部楼层
本帖最后由 icy97 于 16-5-2017 11:48 PM 编辑

出口提振.马制铝厂末季净利涨657%

(吉隆坡9日讯)出口业务增加,马制铝厂(ALCOM,2674,主板工业产品组)截至2017年3月31日末季净利飙涨657.36%至504万4000令吉,前期为66万6000令吉。

全年净利涨355%全年净利则涨354.75%至1168万7000令吉,去年为257万令吉。

第四季营收按年涨8.51%至8427万4000令吉,全年营收达3亿1713万2000令吉,按年涨10.34%。

根据马制铝厂的文告显示,和去年末季相比,美元在2017财政年末季贬值约6%,带动产品出口增加15%,加上折旧降低,而取得较佳盈利表现。

此外,管理层也表示,盈利受托高也可归咎于今年末季较低的金属成本比较基础,因2017财政年末季,伦敦金属交易所(LME)的铝价已按年走高16%。

前瞻未来,该公司虽预计铝价及运输费用的波动性,或导致公司的赚幅承压,但乐观预计近期批准的资本开销,可在接下来20个月内将铝制翅片的产量提高一倍,这将进一步改善该集团的竞争力。

文章来源:
星洲日报/财经‧2017.05.10

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2017
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2017
31 Mar 2016
31 Mar 2017
31 Mar 2016
$$'000
$$'000
$$'000
$$'000
1Revenue
84,274
77,664
317,132
287,406
2Profit/(loss) before tax
5,210
-278
15,779
2,862
3Profit/(loss) for the period
4,967
-93
11,610
1,811
4Profit/(loss) attributable to ordinary equity holders of the parent
5,044
666
11,687
2,570
5Basic earnings/(loss) per share (Subunit)
3.76
-0.07
8.78
1.37
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
5.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.3300
1.2400

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发表于 11-5-2017 01:53 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
PROPOSED FINAL SPECIAL SINGLE TIER DIVIDEND OF 20.5 SEN PER SHARE IN RESPECT OF THE FINANCIAL YEAR ENDED 31 MARCH 2017
The Board of Directors of Aluminium Company of Malaysia Berhad ("the Company") is pleased to propose a final special single tier dividend of 20.5 sen per share on 132,251,848 ordinary shares in respect of the financial year ended 31 March 2017 for shareholders' approval at the forthcoming Fifty-Sixth Annual General Meeting of the Company.

This announcement is dated 9 May 2017.

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发表于 13-6-2017 05:17 AM | 显示全部楼层
ALUMINIUM COMPANY OF MALAYSIA BERHAD

EX-date
03 Jul 2017
Entitlement date
05 Jul 2017
Entitlement time
04:00 PM
Entitlement subject
Final Dividend
Entitlement description
Final Special Single-Tier Dividend of 20.5 sen per share
Period of interest payment
to
Financial Year End
31 Mar 2017
Share transfer book & register of members will be
to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no
Tricor Investor & Issuing House Services Sdn BhdUnit 32-01, Level 32, Tower AVertical Business SuiteAvenue 3, Bangsar SouthNo. 8, Jalan Kerinchi59200 Kuala LumpurWilayah PersekutuanMalaysiaTel No. : 603-2783 9299
Payment date
13 Jul 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
05 Jul 2017
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.205
Par Value (if applicable)
Malaysian Ringgit (MYR)

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发表于 23-6-2017 06:23 AM | 显示全部楼层
本帖最后由 icy97 于 25-6-2017 12:15 AM 编辑

马制铝厂砸1800万.产能增1.2万公吨

(吉隆坡22日讯)马制铝厂(ALCOM,2674,主板工业产品组)斥资1800万令吉扩充产能,另增1万2000公吨产能的生产线以提高铝制翅片产量,料明年8月投运。

马制铝厂董事经理王志雄在股东大会及特大后向记者表示,因目前该集团的铝制翅片产线,使用率已达100%,而该产品除了为该集团提供最大的吨数,赚幅也是所有产品中最理想的,因此将在未来2年内利用1800万令吉的资本支出,在现有武吉拉惹厂房范围增添生产线。

他说,该集团尽管已经将陈年设备翻新,但因其设备已达100%的使用率也仍太陈旧,不宜过度依赖,因此决定进行扩充,料新生产线可在2018年8月后正式投运,3年后带来正面贡献。

该集团财务员伯纳德戈麦斯补充,在铝制翅片、建筑材料、厚箔、特殊铝制品4大产品的总吨数中,铝制翅片占74%,按年已增长41%。

“新生产线并不会为集团带来即时的盈利贡献,因为增建该设备、扩大客户群都需要时间,我们预计盈利可在未来3年内体现。”

王志雄指出,该集团为筹备新生产线的正式投运,将会陆续开发新市场,相中亚洲区域以外的发展中国家,也会同时加强该集团在印度及欧洲的业务。

他也说,尽管市场铝价波动,也无损该公司目前最大的业务,即铝制翅片,因所有的成本终将被转嫁,但建筑材料业务则是相反。

“我们认为,在不让赚幅受压的情况下,现在可能并非积极发展集团的如铝制屋顶或天花板的建筑材料业务,因发展商和建筑商也正在低迷中挣扎,这个业务的增长料不如预期。”

特大通过资本回退32仙

另一方面,马制铝厂今日在特大中通过资本回退的议程,取消多达4298万5871令吉股本,并以每股32仙回退予股东,王志雄称,若进展如期,便可在今年9月完成。

询及企业活动的原因,王志雄透露,该集团的现金储备非常足够,却没有得到充份利用。

“我们认为,尽管拥有大笔现金,也不应该安守于此,如今集团已重新回到轨道上,金融机构也将更乐意地回应融资要求,所以我们决定资本回退,也希望可有机构投资者入股马制铝厂。”

伯纳德戈麦斯也说,如今马制铝厂不再受跨国公司(MNC)的官僚制度限制,可更自由地做主,为了集团更快速成长,估计在更改财政年后,马制铝厂可在产率优化及无例外事件发生之下,维持或超越2017财政年按9个月计算的表现。

文章来源:
星洲日报/财经‧2017.06.23
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发表于 10-8-2017 10:40 PM | 显示全部楼层
ALUMINIUM COMPANY OF MALAYSIA BERHAD

EX-date
22 Aug 2017
Entitlement date
24 Aug 2017
Entitlement time
05:00 PM
Entitlement subject
Others
Entitlement description
Capital reduction and repayment of RM0.32 for each ordinary share held in Aluminium Company of Malaysia Berhad ("Alcom") ("Capital Repayment")
Period of interest payment
to
Financial Year End

Share transfer book & register of members will be
to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no
TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower AVertical Business Suite Avenue 3, Bangsar SouthNo. 8, Jalan Kerinchi59200 Kuala LumpurTel:0327839299Fax:0327839222
Payment date
11 Sep 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
24 Aug 2017
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.32

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发表于 12-8-2017 01:00 PM | 显示全部楼层
成績出爐前先買兩手...
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发表于 29-8-2017 04:18 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2017
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
Three Months
Three Months
Three Months
Three Months
01 Apr 2017
To
01 Apr 2016
To
01 Apr 2017
To
01 Apr 2016
To
30 Jun 2017
30 Jun 2016
30 Jun 2017
30 Jun 2016
$$'000
$$'000
$$'000
$$'000
1Revenue
95,203
73,869
95,203
73,869
2Profit/(loss) before tax
5,280
2,274
5,280
2,274
3Profit/(loss) for the period
4,029
1,153
4,029
1,153
4Profit/(loss) attributable to ordinary equity holders of the parent
4,029
1,153
4,029
1,153
5Basic earnings/(loss) per share (Subunit)
3.05
0.87
3.05
0.87
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.3600
1.3300

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发表于 31-8-2017 03:41 PM | 显示全部楼层
本帖最后由 lifeless_crea 于 17-10-2017 09:54 PM 编辑

以下純屬個人意見分享..

以目前悲觀的情緒來看﹐市場給予馬制鋁一個 14x PE...EPS 10sen...

保守估計,以PE 14計算, 十一月二十七日的業績如果沒有創新高,保持以 4mil nett profit計算,股價應值 1.45+,

再說﹐六月三十日的淨資產是 1.36, 周三閉市價為 1.25, 有一個 8%的 discount..

看回這個季度(April - July) 的費用有:-
a) professional fees on capital reduction - ~1mil (載至於 BursaMalaysia 31-May circular)
b) Employee bonus provision (未透露)
c) Forex losses (USD vs MYR: 由四月初的 ~4.42 到 ~4.29),
d) Advertising fees for roofing segment (未透露)
e) Depreciation charge (30-Jun: $1,927,000 vs 31-Mar: 1,706,000)

從上面看來, 比較有可能影響下個季度的費用應該是 (d), (e) ?
原因:
a) 除非公司分批給, 不然應該是一次性?
b) 除非公司分批給, 不會每個季度都給花紅?
c) USD vs MYR, 由七月至八月都是橫擺, ~4.29 - ~4.26之間
d) 廣告費 -公司可能要做做鋁制翅片的宣傳..?
e) 舊機器折價

  刪掉了(a),(b),(c), 猜猜下個季度的花費應該比這個季度少吧?

  再看看這個季度的庫蒼,有飆升的跡象, 從上個季度的57.88m 到這個季度的72.15m...上升了一個~24%.....是不是意味著銷售量會增加?

  以上純屬個人意見分享....買賣自負..
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发表于 31-8-2017 04:36 PM | 显示全部楼层
技術分析:
untitled.JPG

從圖表看來, 股價很可能會出現"黑俠三劍客", 下一個支撐的股價在1.21 - 1.20左右...現時的股價是超賣水平..

股東持股分析:
(載至 http://www.alcom.com.my/main/shareholding_structure.php)(更新至 10-Oct-16)
1. 從而可以看見超過 70%的股東都是小股東﹐持有10,000股以下,

top30.JPG

看看2017 財年報告, 截至15-May-17, Top 30 大股東里, 有超過 20人是以個人名義持股..看不見機構投資者的參與...從而可以知道截至15-May-17﹐散戶居多..一般而言, 股價的波動性會比有機構投資者的股項來的大..

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