【ALCOM 2674 交流专区】马制铝

lifeless_crea

一些網上找到的alcom 客戶最新季度業績...純屬分享, 買賣自負..

Panasonic
載至於: (http://www.panasonic.com/global/corporate/ir/release.html)



Daikin
載至於: (http://www.daikin.com/investor/library/index.html)

lifeless_crea

從最新的業績報告里可以看到, 差不多每個區域的消售額都是增長的﹐除了泰國之外...



管理層也提到會繼續尋找新市場以廣大銷售量﹐為明年尾的產量增加鋪路.

以上資料純屬分享﹐買賣自負..

Tony-Pua

lifeless_crea 发表于 12-8-2017 01:00 PM
成績出爐前先買兩手...

建裕珍厂（KIANJOO，3522，主板工业产品股）大股东兼董事经理杨锦和通过Towerpack私人有限公司出价每股61仙全面收购马制铝后，再以资本回退每股32仙+Special Dividend 20.5 sen ！！！哇高手本錢已拿回52.5sen

lifeless_crea

Tony-Pua 发表于 31-8-2017 05:22 PM
建裕珍厂（KIANJOO，3522，主板工业产品股）大股东兼董事经理杨锦和通过Towerpack私人有限公司出价每股61仙全面收购马制铝后，再以资本回退每股32仙+Special Dividend 20.5 sen ！！！哇高手本錢已拿回52.5sen

多谢大大指点

墨士甲

Tony-Pua 发表于 31-8-2017 05:22 PM
建裕珍厂（KIANJOO，3522，主板工业产品股）大股东兼董事经理杨锦和通过Towerpack私人有限公司出价每股61仙全面收购马制铝后，再以资本回退每股32仙+Special Dividend 20.5 sen ！！！哇高手本錢已拿回52.5sen

今天终于看到有上涨了！我也有进了一些这只股，不知道前景会是如何？请指教。

icy97

Name	TOWERPACK SDN. BHD.
Address	D117, Block D, First Floor Kelana Square 17, Jalan SS 7/26, Kelana Jaya Petaling Jaya 47301 Selangor Malaysia.
Company No.	1029340-K
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary Shares in Aluminium Company of Malaysia Berhad ("Alcom Shares")

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	15 Sep 2017	39,675,554	Disposed	Direct Interest
	Name of registered holder	Towerpack Sdn. Bhd.
	Address of registered holder	D117, Block D, First Floor, Kelana Square, 17, Jalan SS 7/26, Kelana Jaya, 47301 Petaling Jaya, Selangor Darul Ehsan, Malaysia
	Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred	Disposal of Alcom Shares pursuant to the Share Sale Agreement entered into between SCLand Holdings Sdn. Bhd. and Towerpack Sdn. Bhd.
Nature of interest	Direct Interest
Direct (units)	38,638,998
Direct (%)	29.22
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Total no of securities after change	38,638,998
Date of notice	18 Sep 2017
Date notice received by Listed Issuer	18 Sep 2017

lifeless_crea

一塊十八毛,淨利要跌到四百萬以下吧...進了少許貨...拉低平均價..

icy97

Name	SCLAND HOLDINGS SDN. BHD.
Address	D117, Block D, First Floor Kelana Square 17, Jalan SS 7/26, Kelana Jaya Petaling Jaya 47301 Selangor Malaysia.
Company No.	1245920-U
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary Shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	20 Sep 2017	39,675,554	Transferred	Direct Interest
	Name of registered holder	SCLand Holdings Sdn. Bhd.
	Address of registered holder	D117, Block D, First Floor, Kelana Square, 17, Jalan SS 7/26, Kelana Jaya, 47301 Petaling Jaya, Selangor Darul Ehsan, Malaysia.
	Description of "Others" Type of Transaction

Circumstances by reason of which change has occurred	Direct interest by virtue of the transfer of shares pursuant to the Share Sale Agreement entered into between Towerpack Sdn. Bhd. (Company No. 1029340-K) as vendor and SCLand Holdings Sdn. Bhd. (Company No. 1245920-U) as purchaser.
Nature of interest	Direct Interest
Direct (units)	39,675,554
Direct (%)	30
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Total no of securities after change	39,675,554
Date of notice	21 Sep 2017
Date notice received by Listed Issuer	21 Sep 2017

icy97

Date of change	13 Oct 2017
Name	DATO' LIM CHEE KHOON
Age	50
Gender	Male
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Appointment
Qualifications	Bachelor of Science (Honours) degree from Universiti Sains Malaysia
Working experience and occupation	He has twenty eight (28) years experience in property development and project management. He is the co-founder of SCLand Sdn Bhd, a property investment and development company, and oversees all its projects in Klang Valley, Selangor, Pahang and Sabah. Prior to SCLand Sdn Bhd, he was the Chief Executive Officer of C P Land Sdn Bhd, a property development company. He started his career with the Lion Group and was in-charge of its numerous large development projects in Malacca.
Directorships in public companies and listed issuers (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Nil
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	Indirect interest in 39,675,554 ordinary shares in Aluminium Company of Malaysia Berhad
Due Date for MAP	13 Feb 2018

lifeless_crea

又是時候來探討探討一下了..


看看年度報告指出﹐天然氣佔了費用的16%...來看看這幾個月的天然起走勢...
"The Government has prescribed the incentive based regulation (IBR) framework, which sets the base tariffs for a period of three years from January 2017 and allows changes in the gas costs to be passed through via the Gas Cost Pass Through (GCPT) mechanism every six months.
Under the GCPT mechanism, a rebate of RM1.59/MMBtu will apply to all tariff categories from July to December 2017 (the rebate was 40 sen per MMBtu in the Jan-June 2017 period)."

(資料取自 thestar.com.my)
天然氣價錢降低了....

再看看管理層對未來風險的看法,



這裡我們找找MJP Premium到底何去何從...
由第二季度 $135, 到第三季度 $118-119, 以及第四季 $94-95...慢慢穩定下來..

(資料取自www.metalbulletin.com)

純屬分享網上找到的資料﹐買賣請自負.

lifeless_crea

路透北京10月17日 - 中国政府的污染治理和减产行动，料将使市场中的炼铝产能在年底之前下降约十分之一。这可能会给持续多月的铝价涨势再添一把火。

而如果全球最大铝厂商中国宏桥集团(1378.HK)今冬被迫减产30%的话，那这个影响就更大了。不过上周稍晚时候似乎情况有所缓和，该公司的减产幅度可能远远低于30%%。

根据国际铝业协会(IAI)的数据，中国去年占到近5,900万吨的全球年度原铝产量的一半以上。

根据咨询机构CRU，中国炼铝年产能为4,500万吨。今年仍有新产能启动，即便有非法的未经许可的产能被关闭。

上周一项对六家咨询机构及经纪商的路透调查显示，在中国北方始于11月中旬的四个月取暖季里，铝产量最多减少100万吨。这是中国首次在冬季对铝行业采取限制措施。调查是在宏桥集团消息传出前发布的。

产能削减规模在年率化后将达到最多300万吨，处在今年预计永久关闭年产能300-400万吨的高端。

新闻取自:
中国冬季减产举措给铝价涨势再添一把火中国冬季减产举措给铝价涨势再添一把火

icy97

Date of change	06 Nov 2017
Name	MR MARC FRANCIS YEOH MIN CHANG
Age	32
Gender	Male
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Resignation
Reason	To pursue other interests.
Details of any disagreement that he/she has with the Board of Directors	No
Whether there are any matters that need to be brought to the attention of shareholders	No
Qualifications	Not Applicable
Working experience and occupation	Not Applicable
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).

icy97

Date of change	06 Nov 2017
Name	MR KEITH CHRISTOPHER YEOH MIN KIT
Age	31
Gender	Male
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Resignation
Reason	To pursue other interests.
Details of any disagreement that he/she has with the Board of Directors	No
Whether there are any matters that need to be brought to the attention of shareholders	No
Qualifications	Not Applicable
Working experience and occupation	Not Applicable
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).

icy97

Date of change	08 Nov 2017
Name	DATO' LIM CHEE KHOON
Age	50
Gender	Male
Nationality	Malaysia
Type of change	Redesignation
Previous Position	Executive Director
New Position	Managing Director
Directorate	Executive
Qualifications	Bachelor of Science (Honours) degree from Universiti Sains Malaysia
Working experience and occupation	He has twenty eight (28) years experience in property development and project management. He is the co-founder of SCLand Sdn Bhd, a property investment and development company, and oversees all its projects in Klang Valley, Selangor, Pahang and Sabah. Prior to SCLand Sdn Bhd, he was the Chief Executive Officer of C P Land Sdn Bhd, a property development company. He started his career with the Lion Group and was in-charge of its numerous large development projects in Malacca.
Family relationship with any director and/or major shareholder of the listed issuer	Nil
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	Indirect interest in 39,675,554 ordinary shares in Aluminium Company of Malaysia Berhad ("ALCOM")

icy97

Date of change	08 Nov 2017
Name	MR ANG LOO LEONG
Age	53
Gender	Male
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Appointment
Qualifications	Diploma in Building
Working experience and occupation	He has over 30 years experience in the construction industry, having served in several reputable construction companies involved in large scale construction projects in Klang Valley and Kota Kinabalu, Sabah.
Directorships in public companies and listed issuers (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Nil
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	Indirect interest in 39,675,554 ordinary shares in Aluminium Company of Malaysia Berhad
Due Date for MAP	08 Mar 2018

icy97

Date of change	08 Nov 2017
Name	MR HEON CHEE SHYONG
Age	50
Gender	Male
Nationality	Malaysia
Type of change	Redesignation
Previous Position	Managing Director
New Position	President
Directorate	Executive
Qualifications	Bachelor of Civil Engineering (Hons) and Bachelor of Commerce  Management, University of Wollongong, Australia
Working experience and occupation	He had accumulated 22 years of working experience within the NS BlueScope Steel group holding numerous key leadership roles. He is currently the Chairman of Aluminium Manufacturers Group of Malaysia (FMM-AMGM).

icy97

Date of change	08 Nov 2017
Name	DATO' ENG KIM LIONG
Age	53
Gender	Male
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Appointment
Qualifications	Sijil Pelajaran Malaysia
Working experience and occupation	He has over thirty (30) years experience in property investment and mechanical and electrical trades. He is the co-founder of SCLand Sdn Bhd, a property investment and development company with projects in Klang Valley, Selangor, Pahang and Sabah.Prior to SCLand Sdn Bhd, he specialised in the provision of mechanical and electrical works to property developers with customers in East and West Malaysia.
Directorships in public companies and listed issuers (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Nil
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	Indirect interest in 39,675,554 ordinary shares in Aluminium Company of Malaysia Berhad
Due Date for MAP	08 Mar 2018

icy97

Type	Announcement
Subject	OTHERS
Description	Incorporation of a new wholly-owned subsidiary company
The Board of Directors of Aluminium Company of Malaysia Berhad (“ALCOM” or the "Company") wishes to announce that the Company has on 8 November 2017 incorporated a new wholly-owned subsidiary company by the name of SCLand Development Sdn. Bhd. (“SDSB”). The share capital and number of issued share of SDSB is Ringgit Malaysia One (RM1.00), comprising one (1) ordinary share. The principal activity of SDSB is property holding and development. The incorporation of SDSB does not have any material effect on the share capital and number of issued shares of the Company nor the shareholdings of the substantial shareholders of the Company. It is also not expected to have any material effect on the net assets and earnings per share of the Company as well as its gearing for the financial period ending 31 December 2017. Other than their respective interests through ALCOM, none of the Directors and/or major shareholders of ALCOM and/or persons connected with them have any interest, direct or indirect, in the above incorporation. This announcement is dated 8 November 2017.

lifeless_crea

來自星報的一則新聞:

https://www.thestar.com.my/busin ... 1/yeohs-alcom-coup/

icy97

Type	Announcement
Subject	OTHERS
Description	Incorporation of EM Hub Sdn. Bhd. by wholly-owned subsidiary, SCLand Development Sdn. Bhd.
The Board of Directors of Aluminium Company of Malaysia Berhad (“ALCOM”) wishes to announce that its wholly-owned subsidiary, SCLand Development Sdn. Bhd., had on 15 November 2017 incorporated a wholly-owned subsidiary known as EM Hub Sdn. Bhd. (“EHSB”) in Malaysia under the Companies Act, 2016. The issued share capital of EHSB is Ringgit Malaysia One (RM1.00) comprising one (1) ordinary share. The principal activities of EHSB are property holding and construction. The incorporation of EHSB does not have any material effect on the share capital and number of issued shares of ALCOM nor the shareholdings of the substantial shareholders of ALCOM. It is also not expected to have any material effect on the net assets and earnings per share of ALCOM as well as the gearing of ALCOM for the financial period ending 31 December 2017. None of the Directors nor major shareholders of ALCOM and/or persons connected with them have any interest, direct or indirect, in the incorporation of EHSB other than their respective interests held through ALCOM. This announcement is dated 15 November 2017.