PA is an aluminum product manufacturer with manufacturing capacity to produce aluminum billets and end product stamping. The major customer is First Solar from the US. There are also quite a few investors who worry that PA is too dependent on a single major customer. This is a potential risk. The situation is similar to MAGNI.
However, since getting First Solar in 2018, the company has extended it for the 3rd time, and each time it is bigger than the previous contract. In January of this year, the company obtained an extension of the FirstSolar contract for a period of 18 months of RM1,076 mils. Therefore, performance is expected to grow steadily over the next 5 to 6 quarters.
Since the company only earned RM239k in the same period last year, surrendering RM12.436 mils of profit in the latest quarter increased the company by 5,099.2%. Although there is a foreign exchange profit of RM2.9 mil, there are also RM1.8 mil ESOS expenses, and when deducted, there is also PAT of RM11.5 mil or more.
The company's new production capacity was upgraded in March, mainly to meet the record high contract obtained in January. It is expected that next quarter, with the contribution of new production capacity, turnover and profit will rise to the next level.
$PA(7225.MY)$  
The company's net cash reached a new high in the latest quarter, reaching RM88.8 mil. Mainly due to increased profits, reduced inventory, and the collection of accounts receivable.
Company shares...

Today, the glove stock once again became the most beautiful boy in the game.
The main reason was that the US escalated the trade war to a higher level.
Yesterday evening,
The US President's Office announced the latest round of import tariff lists for Chinese products, which has drastically raised import tariffs on specific products from China. The products involved are as follows:
1. Steel and aluminum (2024, increase from 0-7.5% to 25%)
2. Semiconductors (increase from 25% to 50% in 2025)
3. Electric vehicles (2024, increase from 25% to 100%)
4. Lithium-ion batteries (increase from 7.5% to 25% in 2024)
5. Electric vehicle battery components (increase from 7.5% to 25% in 2024)
6. Solar cells (2024, increase from 25% to 50%)
10. Medical syringes and needles (increase from 0% to 50% in 2024)
7. Personal protective equipment, including certain respirators and masks (in 2024, increase from 0-7.5% to 25%)
8. Rubber medical and surgical gloves (2026, increase from 7.5% to 25%)
This measure,
Nominally, in addition to encouraging the localization of American products,
It is also expected that it will allow American importers,
Shifting the source of product imports to Southeast Asia/South American countries.
Conceptually,
The beneficiaries of the Malaysian stock market are as follows:
1. Aluminum product manufacturer (extrusion/casting)
$LBALUM(9326.MY)$ $PA(7225.MY)$ $PMETAL(8869.MY)$
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There has always been a saying in the stock market that the Five Poor, the Six Terrible, and the Seven Turns Out. However, the author still believes that a brief downgrade/pullback for good companies is inevitable, so they will not deliberately open positions in May.
How hot is May 🔥 Naturally, everyone feels that it is not unusual for some popular stocks to rise 30-50% in the past month. However, this wave of bullish momentum has also benefited some single-digit PE companies that have been underestimated for a long time.
$CCK(7035.MY)$
CCK is a frozen retail food company from SARAWAK in East Malaysia. The company's branches grew from 72 in 2022 to 75. Sales in all countries grew steadily, and sales from Japan grew by almost 100% in 2023.
Although there was a one-time profit in Q3 2022 and Q4 2023, after deduction, the company continued to grow for two consecutive years. CCK has been in Single Digit Pe for a long time in the past 2 years, and is far behind its peers. Malaysian stocks are booming this time, and the value of CCK has finally blossomed due to the influx of hot money. The stock price has risen 42% in the past month.
Furthermore, the shipping company Harbor has been making huge profits in freight rates for the past 3 years, although profits in the past few quarters have been affected by falling freight rates 📉. Recently, however, business has begun to improve, and profit Qoq has recovered. Coupled with soaring shipping costs in Europe and the US, GDP recovery and export growth in Q1, HARBOUR, which involves transportation and integrated logistics, was also seen by the market, and its stock price has risen 22% over the past month.
$HARBOUR(2062.MY)$
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$Tesla(TSLA.US)$ share price has been hit and hammered down by a magnitude of around 15% after the lower-than-expected quarterly results.
While there are various types of comments that slam the performance of the largest EV maker , i opine that we should break apart Tesla’s figure so that we can have a clearer view on it’s performance.
The Positives
🚗 Third highest revenue record.
🚗 R&D expenditure continue to scale up, computing facilities doubled compared to Q2,
🚗Strong free...