KLSE: KNM (7164)       KNM GROUP BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
0.185   0.00 (0.00%)  0.185 - 0.19  857,600
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Market Cap: 438 Million
NOSH: 2,369 Million
Avg Volume (4 weeks):5,762,065
4 Weeks Range:0.18 - 0.205
4 Weeks Price Volatility (%):
52 Weeks Range:0.175 - 0.30
52 Weeks Price Volatility (%):
Average Price Target: 0.22
Price Target Upside/Downside: +0.035
Stamp duty exempted for year 2018

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2018 [#1]  |  23-May-2018
Next QR | Est. Ann. Date: 30-Jun-2018  |  24-Aug-2018
T4Q P/E | EY: -6.98  |  -14.33%
T4Q DY | Payout %: 0.00%  |  - %
T4Q NAPS | P/NAPS: 0.9703  |  0.19
T4Q NP Margin | ROE: -4.46%  |  -2.73%


Date Subject
24-May-2018 KNM Group Berhad - Contribution from bio-ethanol plant seen
20-Apr-2018 Technical Buy: KNM (7164)
27-Feb-2018 KNM - Earnings Back In The Red
28-Nov-2017 科恩马 新订单跌盈利受压
27-Nov-2017 KNM Group Berhad - Third Consecutive Quarter Of Positive Earnings
13-Nov-2017 Mplus Market Pulse - 13 Nov 2017
17-Oct-2017 科恩马 再生能源成主要贡献
11-Oct-2017 PublicInvest Research Headlines - 11 Oct 2017
11-Oct-2017 Mplus Market Pulse - 11 Oct 2017
24-Aug-2017 KNM - Weak 2Q17
23-Aug-2017 KNM - Volatility Challenge

Business Background

Knm Group Bhd is a Malaysia-based company offering project management, engineering, manufacturing, and construction services for the renewable energy, power, utilities, refining and petrochemical industries. The company manufactures customized process equipment and modular systems under the brands of KNM, BORSIG and FBM Hudson. It also develops engineering, procurement, construction, commissioning and integrated solutions for the downstream oil, gas and petrochemical plants, renewable energy, infrastructures, and buildings sectors. It also provides support services such as repairs, modification, maintenance, assembly, and spare parts supply. Knm operates its business through three geographical segments Asia and Oceania, Europe, through which it generates significant revenues and America.
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  49 people like this.
Yael Jasper waaahahah, profit is real
24/07/2018 16:38
Alex Chua Don't really trust the management... anyone have updates for Peterborough project or its still stalled... need some pictures to see proof the project is ongoing.. Thailand project generated profit? Looks like knm always in loss... where is the money where so many projects promised....pengerang etc
24/07/2018 13:47
PeterPan Alex, they know investor cant see the overseas projects, so they dare to promise.
24/07/2018 14:52
Lim Tek Wai Good stock, worth to buy
24/07/2018 15:50
sardin81 even the africans are doing it https://www.youtube.com/watch?v=_k9odsxm9U8
24/07/2018 18:02
WSCAPITAL I have monitored this company for three years. I have modelled feasibility studies on their projects based on similar projects carried out by other companies in ethanol industry and waste to energy industry. The profit margin is very minimal due to interest payment for large borrowing for each project. Value of investment at current price will only emerge if they spinoff their debt laden assets.
25/07/2018 11:45
Yael Jasper high profit stock
25/07/2018 11:47
masterkevin212 die loh like this
25/07/2018 12:37
Bullhunter hope it shows good profit in the next qr.. its at its lowest level since its peak at >1.00 in 2014
25/07/2018 12:43
chimchim seems like a counter that will devour alot lil sheeps into its tiger mouth and return to 0.8
25/07/2018 14:00
vivabursa RM 0.60 is good enough
26/07/2018 05:20
stonenut2 So what now? Heading Rm0.50 soon?
30/07/2018 22:16
AzerothJr Careful what you wished for. If next quarter should be worse earnings, then dong dong chiang.. dong dong chiang...
Soon you will know.
25/07/2018 16:19
AzerothJr Better to buy above 22cents then to buy at 20cents and see it comes to 10cents or even 5cents later..
30/07/2018 23:21
Ammar Roshidy AzerothJr you are so correct. KNM is slipping again.... they have so show profits before this share can move up.
26/07/2018 18:52
johnny20 why so many buyer buy 300, 400 units? playing around or what
31/07/2018 16:32
no3no4 Be careful .
01/08/2018 03:33
Shines Is grasshopper luring the cock
01/08/2018 18:39
masterkevin212 This share is a crocodile share, eat you without wind
02/08/2018 18:39
Astotti Crocodile spotted, can eat/throw 1 million shares in just few minutes. No liquidity at all, let the crocodile play itself.
02/08/2018 13:34
hyperion still can buy @ 0.20RM?
02/08/2018 16:57
no3no4 No.
Stop purchase any unit of share at this moment .
02/08/2018 18:31
masterkevin212 this share is fucked
03/08/2018 09:38
Yael Jasper Never regret for buying this
03/08/2018 09:48
masterkevin212 see KNM at 0.15
06/08/2018 09:04
5c0160 shit counter
06/08/2018 23:03
5c0160 bankrupt soon. Never go up.
06/08/2018 23:03
Bullhunter CIMB SECURITIES Trading ideas...

Knm Group Bhd forms bullish "Gravestone" chart pattern
Aug 06, 2018

Recognia has detected a "Gravestone (Bullish)" chart pattern formed on Knm Group Bhd (7164:MYX). This bullish signal indicates that the stock price may rise from the close of 0.190.

Tells Me: The bears have sustained control over the downtrend, but the period has shown a surge of bullish demand that suggests we are nearing a bottom. During a downtrend, the bar opens at its low (or very close to its low), then rallies, but isn't able to sustain the move and closes back down near the open. The bulls have lost the battle but have shown some strength during this period. It's possible we are nearing a bottom.

This bullish pattern can be seen on the following chart and was detected by Recognia proprietary pattern recognition technology.
08/08/2018 11:17
sardin81 no need to see any charts if you have the holding power. Sooner or later it will go up and you wont have to worry things like 19sen, 20sen or even 50sen, it should be much much higher.

Some people say Peterborough project is fake because cant go there to see. I can see the concern here. Fortunately for us we can use google map, sattelite view to check, maybe not most up to date but once a while they do update the pictures.

Take a look at this, surely the last time I see few weeks back was not like this.


There is progress...

unfortunately cant use street view photo because it was taken in july 2016, but clearly there is a KNM signboard there, so ownership is for sure.
08/08/2018 13:46
Nikmon it is a high debt company, during good time it still can sustain, but you should start to worry if you think economy is heading down trend
09/08/2018 10:04
ganapathy18 During KNM AGN on 27/6/18, it was mentioned that for Peterborough project, the drawing and design has been approved and expected to commence construction in August 2018 subject to advance payment guarantee from vendor. Just wondering what is the latest status on this project .
09/08/2018 12:00
ganapathy18 AGM held on 27/6/18
09/08/2018 12:01
sardin81 Nikmon, actually KNM bank borrowings are not really that high, its about RM1.2 billion, even at 6% interest, one year interest is only 7.2 million, KNM has RM200 million cash in hand, even with zero income, they have no problem servicing the bank interest for the next 27 years.

Loans can always be refinanced as long as interest are not defaulted. Other receivables and payables are in favour of KNM, they have over about RM800 million receivables vs RM500 million payables, so again no issue here.

Apart from the above, do not forget KNM has very high quality Assets... BORSIG alone, if sold off.. easily RM3 billion, Peterborough if sold off also easily few billion, Bio-ethanol plant in Thailand if sold off also will come close to a billion. For the past few years, KNM has disposed most of their non-profitable units, we should not face any major losses from now onwards.

KNM now is selling around 20sen, I can understand why big players dont buy KNM shares, it is because they have policies that forbid them to buy penny stocks no matter what potential it has.

It is now a small players jackpot, All we need to do is wait for major catalyst ( which can happen anytime ), big players have no choice but to jump in. When they start to pump in money, a small percentage of their portfolio will see KNM easily hiting limit up, impossible for us to chase, so better buy some and wait.
09/08/2018 19:43
sardin81 ganapathy18, it is already confirmed that a China based company will build the peterborough plant with deferrered payment agreement. Meaning China company will finance and build and payment to them will only commenced when the plant starts operating. At KNM side, we do not have to worry about financing the project, just shake leg and wait for money.

Interesting thing about this Waste to Energy plant, by just receiving garbage... KNM already being paid money. Upon processing the garbage into energy, they get second round money, end product can still be cash generating. This is a sure profit business, that is why the normally shrewd China company is willing give this type of terms for this project.
09/08/2018 19:59
ganapathy18 Sardin 81, yes their debt as at end of last year is close to Rm1.2b, 6% interest on this works out to be 72m and not 7.2m. Anyway, for last year their finance cost was reported at RM47.8m, The high finance cost is one of the main reason why they are reporting a loss. For Yr 2016 they reported a loss of RM333m, for 2017 loss of Rm45m and 1st Quarter 2018 loss of Rm18.4m. If this trend continues then the present positive retained earnings will eventually get wiped off and company may go into financial trouble. I can see this company has a lot of potential for a turn around. To get the investors confidence, the company need to report a decent profit and show the profitability as a trend moving forward. On the Peterborough project, KNM need to provide update on the latest. After the AGM, I have written to KNM asking them to share the slides as shared during the AGM, but they are reluctant sighting confidentiality. This is where I see them lacking in providing the necessary info to shareholders. It is high time the Management buckle up and deliver the positive result.
10/08/2018 09:24
waren 1.2 billion, 6% interest is 72 million.
10/08/2018 10:39
sardin81 oops sorry, see the numbers wrongly... 72 milllion annually at 6%, So, it is less than 6% I just simply do an rough guess at 6%. 47m finance cost, I think it is not something they cannot cope since they still have RM200 million cash. Worse case they can still sell off BORSIG, cash received will be more than enough to pay off all the bank borrowings with plenty of balance and they will be getting 47 million annually instead for doing nothing.

In the meantime the Bio-ethanol is bringing in good money for them, they still have some existing oil and gas contract that still contribute to them for at least few more years. BORSIG is also making some good money all over the world, I think the bank borrowing is still managable. Once Peterborough is up and running, more money will be coming in and I think it wont be very long because Chinese companies can build very fast.

Not forgetting to mention, any Waste to Energy project biddiing announcement in Malaysia will surely trigger a rally in KNM.

I think KNM is just buying time. They are not agressively bidding for projects.
10/08/2018 10:58
ganapathy18 Let's keep our fingers crossed for a good Q2, 2018 reporting. The truth will be known before end of this month
10/08/2018 11:42
firewall9301 High stakes counter. Win Small Lose Big. Can you swim.against the tides and not bitten by those dog sharks???
10/08/2018 17:49
greenland there are many companies that hoard huge amounts of cash with a passive management. It is useless for minorities..better buy unit trusts..
KNM has over the years transformed itself from a contractor into owner of utilities and industries which generates continuous income. Bank monies are meant to be borrowed and used for good projects.. nothing wrong even with over 1 billion in debt when its is put into a proven management team with experience and foresight.
Its management is definitely strong given that not many engineering firms actually own and operate huge utilities overseas...
Best part, at 0.20, risk is really minimal...
10/08/2018 17:51
greenland its a gem here!
10/08/2018 17:52
firewall9301 Syndicates can buy millions of these Penny shares and sell off at 1 -2 sen profit. They enjoy very very low Bokerage since it is a big NUMBER gain. Small punters are just feeding them with their hard earned monies. Syndicates target a penny stock. Buy in miilions shares at low price. Speculate and promote the counter with all the goodies....Sell off and leave the shohai s licking their wounds.
10/08/2018 18:10
firewall9301 See they work in concert to promote this counter.
10/08/2018 18:11
firewall9301 Tiada baik orang.
10/08/2018 18:12
sardin81 That is why we must once a while remind among ourselves here to hang on.Why are we holding on to KNM ? Sometimes after a while, we get fed-up that KNM shares does not move up we dump it to buy other hot moving counters. Seriously, if you don't need to use that money, just park it there, just like an FD, go for holiday. Capital appreciation easily more than 100%, I would not be surprised if KNM hit above RM1. KNM is heading to become an international green environment utility player ( future trend ).

If you look at today top active counter, I just do a random pick a share that is higher than KNM, let say FPGROUP. FPGROUP is currently trading around 40sen double of what KNM is now. It has no major asset, NTA is only half of the share price, while KNM NTA is more than 4 times of its share price. Just a brief check, FPGROUP seems to be an industrial service company which probably owns few CNC machine with some engineers help people to punch holes, cut some shapes and make small casing for other companies. Although profit making, how far can they go ? even an university student with good engineering skill and a decent CNC machine can set up a backyard business to do the same type of service that FPGROUP is doing.

KNM on the other hand, is building a massive industrial building, some even larger than a football field, makes thousands of world class advanced high tech industrial machineries larger than school bus and business that becomes part of a city infrastructure. Just a small portion of KNM facilities can do everything that FPGROUP is capable of doing. Strangely, totally ignored and trading at 20sen vs 40sen.

Peterborough construction wont take forever, Bio-ethanol production in Thailand will be more than doubled once their factory expansion is ready. These business are cash cow business, as long as it is production is on-going, profits is to be made. So if you have KNM, just hang on there, it wont stay below 20sen forever or for very long. Just think rationally, how much downside potential and how much upside potential ? Unless KNM going bust, which is not likely because they have the highly regarded German based BORSIG which can be easily sold off or even listed as last option ( which they don't really need to ). Even if we put aside BORSIG, Peterborough is disposed or listed is also capable of wiping out all the debts in KNM.

Risks are just simply too low in KNM for investment, reward potential are massive.
13/08/2018 10:28
sardin81 I am not saying cannot invest in FPGROUP, I don't know much of them. I just use them as an example why KNM is a good value investment at its current price.
13/08/2018 10:29
ganapathy18 Agree KNM has good future potential but positive turnaround need to happen by this year and KNM also need to update investor on latest development/progress on the Peterborough project.
13/08/2018 10:43
firewall9301 If soooo good, why professional fund managers are not buying it now? Highly speculative counter with maximum risks.
14/08/2018 08:51
greenland Thank you for your explanation Sardin81.
15/08/2018 16:33
sardin81 firewall, professional fund managers knows the true value of KNM, they simply cannot buy KNM because they have company investment rules to follow. Unless there is a sudden change in KNM with major news release, they have reason to bypass their investment rules. As for us, we are our own boss. We make whatever investment decision we like. Its either we want to take advantage by going in first ( cheaper ) or we want to wait until after the fund managers have already entered ( more expensive ).

Sooner or later we will get major news, for example, Completion of Peterborough or any progress write-up by some analyst, completion of Bio-ethanol expansion, surely will be accompanied by news release or news like winning local Waste to Energy projects. You will see fund managers come rushing in because they have the reason to bypass their investment rules. We have to go in before any of those news came out, otherwise it will be too late.
15/08/2018 21:16


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