Highlights

SEE_Research

Author: SEE_Research   |   Latest post: Wed, 17 Nov 2021, 4:08 AM

 

NOW SHOWING : THE TRILOGY OF FAST & FURIOUS SHOW - PART 13 SUPER BULL STOCKS - Super Positive Momentum Stocks - FOR 18 OCTOBER 2021 --- KGB &

Author:   |    Publish date:


 
NOW SHOWING : THE TRILOGY OF FAST & FURIOUS SHOW - PART 13

SUPER BULL STOCKS

 

Super Positive Momentum Stocks

 

FOR

 

 

OCTOBER 2021 --- KGB & KGB WB

 

Cardi B , Vin Diesel , Paul Walker or the strong man Mark Felix

 

NOW SHOWING : THE TRILOGY OF FAST & FURIOUS SHOW - PART 13

SUPER BULL STOCKS

 

Super Positive Momentum Stocks

 

FOR

 

 

OCTOBER 2021 --- KGB & KGB WB

 

 

LEFTOVER FOOD WASTE 

 

 

 

 

 

Small Bit Of Bread With Condensed Milk Left Over On The Plate Stock Photo,  Picture And Royalty Free Image. Image 50862619.

 

 

 

Leftover Food High Resolution Stock Photography and Images - Alamy

 

 

 

Food Waste Bin Plate High Resolution Stock Photography and Images - Alamy

 

 

 

Causes, Problems and Possible Solutions To Stop Littering - Conserve Energy  Future

 

 

 

" SATAY "  SALMON
 
 
 
 
 
CEDAR PLANK SALMON II: Asian-Style Honey & Soy Sauce Glaze on a Weber Q  Grill - YouTube
 
 
 
 
 
 
 
Honey Garlic Glazed Salmon Recipe - Easy Salmon Recipe - YouTube
 
 
 
 
 
 
 
Bourbon-Glazed Salmon Recipe | MyRecipes
 
 
 
 
 
 
Browned Butter Honey Garlic Salmon - Cafe Delites
 
 
 
 
 

Cardi B to star in Fast and Furious 9

 

 

 

From Hustlers To Racers – Cardi B Joins The Fast And Furious

 

 

 

 

Vin Diesel confirms Cardi B will be in Fast and Furious 10 : Bollywood News  - Bollywood Hungama

 

 

 

 

 

Vin Diesel | Biography, Movies, & Facts | Britannica

 

 

 

 

Giants Live

 

 

 

 

The Grip Strength King: MARK FELIX - YouTube

 

 

 

 

Vin Diesel , Paul Walker or the strong man--- Mark Felix

 

 

--- Cardi B ,   Vin Diesel , Paul Walker or the

 

 

 

 

strong man Mark Felix 

 

 

Which Fast & Furious Character Are YOU ?

The Good , The Bad , The Ugly 

 

Which Fast & Furious Character Are YOU ?

 

Cardi B ,Vin Diesel , Paul Walker

 

 

or the

 

 

 

strong man Mark Felix 

 

 

" 2 " -

TOP PICKS POSITIVE MOMENTUM STOCKS IN SEPTEMBER 2021

KLSE KGB + KGB WB + OCB /5533

===============================================================

 

BREAKING NEWS 

BREAKING NEWS 

 

 

 

Kelington poised for rebound, says RHB Retail Research

/
October 07, 2021 07:45 am +08
 
 
 
Kelington poised for rebound, says RHB Retail Research
-A+A
 

KUALA LUMPUR (Oct 7): RHB Retail Research said Kelington Group is poised for a rebound from the recent pullback, after it bounced off the 21-day average line recently – it opened with a gap then headed towards the all-time high of RM1.88.

In a trading stocks note on Thursday, the research house said if the stock manages to breach that level, the momentum is expected to propel the stock towards the uncharted territory of the RM2.00 psychological level, before possibly hitting the RM2.10 threshold.

“However, this expectation will be cancelled if it falls below the support of RM1.70,” it said.

 
 
 
 

 

 

 

 
 
=======================================================================
 

Latest Official Announcement in 
 

KLSE

 

 

image.png

Announcement details

 

OTHERS KELINGTON GROUP BERHAD ("KELINGTON" OR "THE COMPANY") - AWARD OF CONTRACT WORTH APPROXIMATELY RM40 MILLION

KELINGTON GROUP BERHAD

Type Announcement
Subject OTHERS
Description
KELINGTON GROUP BERHAD ("KELINGTON" OR "THE COMPANY")
- AWARD OF CONTRACT WORTH APPROXIMATELY RM40 MILLION

Further to the earlier announcements dated 18 August 2021 and 6  September 2021 in relation to the award of contract, the Board of Directors of the Company is pleased to announce that Puritec Technologies (S) Pte Ltd (“PTS”), an indirect wholly-owned subsidiary of Kelington had on 4 October 2021 received an award of contract from the Customer who is a global leader in engineering and project management of high-technology facilities to undertake the supply and installation of process  exhaust distribution ductwork for a global leading semiconductor manufacturer’s new fab in Singapore (“the Contract”).

 

The Contract value is worth approximately RM40 million. The works includes design, supply, delivery to site, installation, testing and handing over shall commence in mid-October 2021 and expected to be completed by December 2022.

 

The Contract is expected to contribute positively to the earnings and net assets of Kelington for the financial years ending 31 December 2022. 

 

None of the Directors and/or major shareholders of the Company and/or persons connected to them have any interests, direct or indirect in the Contract.

 

The Company does not foresee any exceptional risk other than normal operational risk associated with the Contract.

 

This announcement is dated 5 October 2021.





Announcement Info

Company Name KELINGTON GROUP BERHAD
Stock Name KGB
Date Announced 05 Oct 2021
Category General Announcement for PLC
Reference Number GA1-05102021-00014
 

 

 

Kelington bags RM40m job to build gas systems distribution works for Singapore fab

 

 
/
October 05, 2021 13:45 pm +08
 
 
Kelington bags RM40m job to build gas systems distribution works for Singapore fab
-A+A
 

KUALA LUMPUR (Oct 5): Kelington Group Bhd (KGB) has bagged a contract worth RM40 million to build specialty gas systems distribution works for a new fab in Singapore.

In a bourse filing on Tuesday, KGB said its indirect wholly-owned subsidiary Puritec Technologies (S) Pte Ltd had received the contract to design and build the exhaust distribution ductwork.

It said the works shall commence in mid-October 2021 and are expected to be completed by December 2022.

To recap, on Aug 18, KGB had said its unit Kelington Engineering (S) Pte Ltd (KES) had received an award of contract from a global player in engineering and project management of high-technology facilities to undertake the specialty gas systems distribution works for GlobalFoundries’ new fab in Singapore.

Subsequently, on Sept 6, KGB had said KES had secured a job worth RM49 million to undertake the bulk gas system distribution works for a global semiconductor manufacturer’s new fab in Singapore.

KGB said the contract is expected to contribute positively to its earnings for the financial year ending Dec 31, 2022.

KGB was last traded at RM1.65, valuing it at RM1.07 billion.

 
 

Kelington bags RM40m job to build gas systems distribution works for Singapore fab

TheEdge Tue, Oct 05, 2021 01:45pm - 4 hours ago View Original


KUALA LUMPUR (Oct 5): Kelington Group Bhd (KGB) has bagged a contract worth RM40 million to build specialty gas systems distribution works for a new fab in Singapore.

In a bourse filing on Tuesday, KGB said its indirect wholly-owned subsidiary Puritec Technologies (S) Pte Ltd had received the contract to design and build the exhaust distribution ductwork.

It said the works shall commence in mid-October 2021 and are expected to be completed by December 2022.

To recap, on Aug 18, KGB had said its unit Kelington Engineering (S) Pte Ltd (KES) had received an award of contract from a global player in engineering and project management of high-technology facilities to undertake the specialty gas systems distribution works for GlobalFoundries’ new fab in Singapore.

Subsequently, on Sept 6, KGB had said KES had secured a job worth RM49 million to undertake the bulk gas system distribution works for a global semiconductor manufacturer’s new fab in Singapore.

KGB said the contract is expected to contribute positively to its earnings for the financial year ending Dec 31, 2022.

KGB was last traded at RM1.65, valuing it at RM1.07 billion.

 

 

KELINGTON GROUP BERHAD

("KELINGTON" OR "THE COMPANY") -

AWARD OF CONTRACT WORTH ABOUT

RM420 MILLION

 

KELINGTON GROUP BERHAD

 

 

 

Type Announcement
Subject OTHERS
Description
KELINGTON GROUP BERHAD ("KELINGTON" OR "THE COMPANY") - AWARD
 
 
OF CONTRACT WORTH ABOUT RM420 MILLION
 

The Board of Directors of the Company is pleased to announce that Kelington Technologies Sdn Bhd (“KTSB”), a wholly-owned subsidiary of Kelington had on

 

14 September 2021 received an award of contract from a manufacturing company at

 

Sama Jaya Free Industrial Zone in Kuching to undertake the construction work with respect to their

 

Sarawak Expansion   Project (“the Contract”).

 

 

The manufacturing company is owned by a

 

 

US multinational company,

 

 

a world leading

 

 

developer, manufacturer, and provider of data

 

 

storage devices and solutions.

 

 

The Contract value is worth about RM420 million subject to the actual amount of works carried out, depending on variation orders, scope options and value engineering. The works shall commence in mid-September 2021 and expected to be completed by 31 December 2022.

 

The Contract is expected to contribute positively to the earnings and net assets of Kelington for the financial years 31 December 2022 and 31 December 2023. 

 

None of the Directors and/or major shareholders of the Company and/or persons connected to them have any interests, direct or indirect in the Contract.

 

The Company does not foresee any exceptional risk other than normal operational risk associated with the Contract.

 

 

 

This announcement is dated 14 September 2021.



 


Announcement Info

Company Name KELINGTON GROUP BERHAD
Stock Name KGB
Date Announced 14 Sep 2021
Category General Announcement for PLC
Reference Number

GA1-14092021-00053

 

=======================================================================
 
 
By Azanis Shahila Aman - November 6, 2020 @ 11:00am
 
 

Western Digital to build

 

 

 

RM1bil plant in Sarawak under

 

 

 

RM2.3bil Malaysian expansion

 

 

 

 

KUALA LUMPUR: American hard disk drive manufacturer

 

Western Digital has set aside RM1 billion

 

of its RM2.3 billion additional investment in

 

Malaysia to build a new plant in Sarawak.

 

The balance of RM1.3 billion would be used to upgrade its existing facilities particularly in Penang, Western Digital (Malaysia) Sdn Bhd chairman Datuk Syed Hussian Aljunid said.

The RM2.3 billion will take Western Digital's total investment in Malaysia to almost

RM18 billion since establishing its operations here in 1973.

The Prime Minister's Office (PMO) had earlier announced that the new investment was agreed upon during a meeting between Prime Minister Tan Sri Muhyiddin Yassin and Syed Hussian on Thursday.

 

The new investment by Western Digital reflected the government's ability in managing the economy and bringing back investors' confidence despite the Covid-19 pandemic, PMO said in its statement yesterday.

Muhiyiddin welcomed any company wanting to invest in a high-impact and technology-based industry here, it added.

"The government through the Ministry of International Trade and Industry, Malaysian Investment Development Authority and other related agencies are always committed to attracting investment and convincing investors to invest or make additional investments in Malaysia.

"Western Digital's additional investment reflects high confidence of foreign investors towards the government in helping investors to expand their investment and operations in the country," PMO said.

Meanwhile, Syed Hussian said the company's decision to channel new investments was driven by the favourable operating conditions and support from the Prime Minister and government ministries.

"Western Digital Malaysia wants to express our profound gratitude to the Prime Minister and the government for their continued support of the local manufacturing industry especially during the Covid-19 pandemic.

"The unrelenting efforts to balance public health and the needs of manufacturers is a testament to the Prime Minister's unwavering commitment to the well-being of Malaysian citizens and its economy," Syed Hussian said at a press conference here yesterday.

He said the RM2.3 billion would be used to expand the company's facilities in Penang and Sarawak.

"Of the total, RM1 billion will be utilised to build a new factory in Kuching, Sarawak, which will add 30 per cent to our hard disk drive production capacity, and RM1.3 billion is for new equipment facilities," Syed Hussian added.

Western Digital currently has facilities in Penang, Selangor, Johor and Sarawak.

Syed Hussian said the new investment was expected to provide additional employment opportunities for 2,000 people.

He also said Western Digital's salary cost in Malaysia would increase by RM80 million annually.

"The company currently employs over 9,000 people in Malaysia whose contributions are critical to the global supply chain of storage devices, data centre systems and cloud storage devices," he added.

==============================================================================================================================================

 

Western Digital Logo Vector – Brands Logos

 

 

 

 

 


 
 
 
 
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Western Digital Market Cap:

17.76B for Sept. 14, 2021
 
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Historical Market Cap Data

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Data for this Date Range  
Sept. 14, 2021 17.76B
Sept. 13, 2021 18.06B
Sept. 10, 2021 17.90B
Sept. 9, 2021 18.14B
Sept. 8, 2021 17.93B
Sept. 7, 2021 18.65B
Sept. 3, 2021 18.96B
Sept. 2, 2021 19.03B
Sept. 1, 2021 18.85B
Aug. 31, 2021 19.51B
Aug. 30, 2021 19.16B
Aug. 27, 2021 19.53B
Aug. 26, 2021 19.32B
Aug. 25, 2021 20.22B
Aug. 24, 2021 18.76B
Aug. 23, 2021 19.23B
Aug. 20, 2021 18.54B
Aug. 19, 2021 18.39B
Aug. 18, 2021 18.84B
Aug. 17, 2021 18.83B
Aug. 16, 2021 19.05B
Aug. 13, 2021 19.45B
Aug. 12, 2021 19.21B
Aug. 11, 2021 20.55B
Aug. 10, 2021 20.17B
Aug. 9, 2021 20.82B
   
Aug. 6, 2021 21.18B
Aug. 5, 2021 20.66B
Aug. 4, 2021 20.00B
Aug. 3, 2021 20.37B
Aug. 2, 2021 19.92B
July 30, 2021 20.00B
July 29, 2021 19.85B
July 28, 2021 19.56B
July 27, 2021 19.21B
July 26, 2021 19.80B
July 23, 2021 19.64B
July 22, 2021 19.42B
July 21, 2021 19.85B
July 20, 2021 19.91B
July 19, 2021 19.40B
July 16, 2021 19.77B
July 15, 2021 20.61B
July 14, 2021 21.56B
July 13, 2021 21.58B
July 12, 2021 21.83B
July 9, 2021 21.61B
July 8, 2021 20.89B
July 7, 2021 21.35B
July 6, 2021 21.30B
July 2, 202

 

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LATEST NEWS 
 
 
 
ON TARGET PRICE : RM 2.50 
 
 
 
 
 
ON TARGET PRICE : RM 2.50 
 
 
 
 
 
ON TARGET PRICE : RM 2.50 
 
 
 
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Top 10 Score Arrow Target Best Ten Ratings Reviews Stock Illustration -  Illustration of achievement, lists: 39610253
 
 
 
 
 
Premium Vector | Gold, silver, bronze awards for the winner. a set of  luxury awards best place for champion of the game.
 
 
 
 
 
 

Kelington Group - Bonanza! And More to Come

Date: 15/09/2021

Source  :  KENANGA
Stock  :  KGB       Price Target  :  2.50      |      Price Call  :  BUY
        Last Price  :  1.66      |      Upside/Downside  :   +0.84 (50.60%)
 


A huge surprise! KGB clinched its largest job win worth RM420m, doubling its existing order-book which was already at all-time high levels before this. The job entails a turnkey construction of a new semiconductor fab in Kuching for a US listed memory company which will begin immediately as the US client is scrambling for capacity to keep up with the surge in memory chip demand. This brings YTD order wins to a new high of RM764m while order-book hits a record RM822m, nearing its current market cap. KGB remains our top hidden gem pick owing to its healthy job pipeline and secular growth story. Maintain OUTPERFORM with a higher TP of RM2.50.

Largest job win; 4x its typical contract size. Kelington Group (KGB) surprised us with its single largest job award ever worth RM420m (4x the size of typical contracts) from a US listed semiconductor manufacturing company at Sama Jaya Free Industrial Zone in Kuching to undertake a turnkey construction for an entire new semiconductor fab, focusing on memory chip. KGB is tasked with handling the whole project, involving all three of its business segments (UHP, Precision Engineering and General Contracting). The job will begin immediately and is slated to be completed by end-2022 as the US customer is urgently in need of new capacity to accommodate the surging demand for its memory and data storage products. This is in line with our observation on the tech space that chip shortage will remain in the foreseeable future as the surge in semiconductor demand continues to outpace capacity expansion.

Orderbook nears current market cap. Inclusive of this recent win, KGB has secured a record-breaking RM764m (vs. FY19 of RM490m) new job wins in 2021, exceeding our expectation of RM500m. Meanwhile, its outstanding order-book has ballooned to another all-time high of RM822m, which is more than double of FY20 revenue. Interestingly, its order-book has grown very close to its current market capitalisation.

Sufficient resources to take on more jobs. The recent completion of one of its large projects in Penang couldn’t have been timelier as this frees up resources for the group to take on the new turnkey job in Kuching. Note that the relationship of higher revenue recognition and overhead expense is nonlinear, which means KGB is able to enjoy economies of scale and better margin as we anticipate the group to achieve back-to-back record revenue and earnings for FY21 and FY22.

Still, more to come. Reiterating our positive view, we expect more fab expansion to come and KGB is in a favourable position to benefit from more UHP jobs, with the management showing no signs of slowing down in terms of securing new jobs. The group’s tender-book remains elevated at RM1.1b.

Raise FY21E-22E earnings by 4% and 33% to RM32.3m and RM47.0m, representing growth of 85% and 46%, respectively.

Maintain OUTPERFORM with a

 

 

higher Target Price of

 

 

 

RM2.50 (previously RM1.50)

 

 

 

on FY22E PER of 33x (+1SD to 3-year peer mean), justified by the group’s healthy job pipeline and secular growth story.

Risks to our call include: (i) slower revenue recognition due to Covid-19, (ii) downturn in semiconductor sales, and (iii) delay in liquid CO2 ramp up.

Source: Kenanga Research - 15 Sept 2021

 

=========================================================================

 

Please note : the number of huge

 

 

quantities of shares

 

 

the main directors are buying in

 

 

KGB WB , with official disclosures .

 

 

 

 

 

=======================================================================

=======================================================================

BREAKING NEWS 

BREAKING NEWS 

BREAKING NEWS 

 

Technology - Riding on the Chip Crunch

Date: 01/10/2021
 
Source  : 

KENANGA

Stock  :  KGB       Price Target  :  2.50      |      Price Call  :  BUY
        Last Price  :  1.73      |      Upside/Downside  :   +0.77 (44.51%)

 

In line with global move towards 5G adoption, Malaysia is also switching off its 3G connectivity to free up the 2100Mhz and 900Mhz for redeployment towards 4G and 5G. With demand for consumer electronics and automotive (especially EVs) showing no signs of slowing, wafer fabs in Asia continue to see the need to expand their capacity, further reinforcing our investment thesis on Kelington Group (OP; TP RM 2.50 ), as a prime beneficiary. 

TSMC and other wafer fab players had in recent earnings call stated that they are planning to build more capacity for the automotive industry which typically takes 12-18 months, this explains why automotive semiconductor players (e.g. Infineon, ST Micro and Renesas) are already locking in orders 1-2 years in advance.

 

Such development continues to favour our

 

 

hidden gem pick, KGB / 0151 

 

 

 

Kelington Group (OP; TP: RM2.50),

 

as a prime candidate to benefit from fab expansions in Asia. Even with share price surging more than 3.2x (inclusive of free warrants) since our non-consensus initiation report on 11 Nov 2020, it still remains as our 

 

***high conviction buy *** 

 

as the group is expecting more ultra-high purity gas system (UHP) job awards from fabs in China and Singapore.

 

 
 
=======================================================================
=======================================================================
BREAKING NEWS
 
 
 
Technology: KGB 
 
 
 

Market Chat - 4Q21 Outlook & Strategy - Recovery begins with an ENDemic

Author:    |    Publish date:  Mon, 27 Sep 2021, 11:01 AM


  • We believe Covid-19 may turn endemic as more than 80% of the adult population has been vaccinated. That may provide potential economic recovery going forward and we are anticipating some goodies for the construction, tourism, and consumer sectors in the upcoming Budget 2022 to boost the economy.
  • Recovery theme play should be interesting under the NRP from 4Q2021 going into 2022 as business activities are likely to return to normalcy by then.
  • Also, we like technology and telco on the back of higher adoption for 5G and IoT devices, electric vehicles as well as the 5G rollout story in Malaysia.

Covid-19 status

  • Subsiding Covid-19 sub-indicators. Despite the daily cases on the local front still hovering above 15k mark, most of the important indicators such as death toll, hospitalisation rate, ICU occupancy are on a declining trend since two weeks ago.
  • Smooth vaccination progress. Nearly 60% of the total population has achieved fully vaccinated status (2 doses), while about 70% of the total population have done at least 1 dose. Meanwhile, Klang Valley (KV) is getting nearer to the 80% mark on the fully vaccinated status.
  • Malaysia in gradual recovery mode… Kedah is currently under Phase 1 and most of the states are in Phase 2 and Phase 3. Meanwhile, Labuan and Negeri Sembilan are the regions with Phase 4 status under the National Recovery Plan. PM has announced that offices will be allowed to operate under certain conditions from 17th Sept 2021 if their workforce is 40-60% fully inoculated. Also, interstate travel and tourism activities are allowed when adult vaccination rate is above 90%.
  • Crucial 80% target. Although most of the indicators are pointing for a recovery, the downside risk could be the Delta variant. Hence, the 80% fully vaccinated target for Malaysia citizens will be important for the economic recovery going forward. Still, wearing facemasks and social distancing should continue to reduce daily infections.

Economic review and outlook

  • The Federal Reserve is less dovish. The Fed maintained its interest rate and asset purchase programme direction, but signals potential interest rate hike by end-2022. However, the next meeting in November may send more clues to future monetary policies. Do note that the Fed is purchasing at least USD120bn of bonds monthly.
  • Stimulus packages should be cushioning the downside risks.
  •  
  • Over the past 1.5 years, Malaysia has put
  •  
  • in efforts releasing stimulus packages,
  •  
  • worth roughly RM380bn to support the
  •  
  • economy. We opine these measures are
  •  
  • able to cushion the downside risk.
  •  
  • However, to reboot the economy to the
  •  
  • fullest potential we think the government
  •  
  • will need to provide more boosters in the
  •  
  • upcoming Budget 2022.

 

  • Near term domestic focus. Domestic driven catalysts are likely to be seen in Budget 2022, as the travel borders remained restricted. Thus, higher development expenditure is expected and may benefit the construction sector, while measures or policies related to domestic tourism, automotive and property sectors could be crafted to rekindle the domestic consumption activities.
  • Lower expectation on economic growth. In 2020, Malaysia’s GDP contracted -5.6% YoY. Based on Bloomberg consensus, Malaysia’s GDP is projected to grow at a rate of 4.1% and 5.7% in 2021-2022. Do note that MoF has toned down their projections for 2021 to 3-4% (vs. 6.5-7.5% in Budget 2021), and this will be a realistic target as we are coming out of the Covid-19 pandemic environment.

Market review and outlook

  • Global markets look overvalued, while the local market is at a discount. The MSCI World Index and S&P500 are trading at 24.2x and 26.7x vs. 10Y avg PE of 19.7x and 19.5x, respectively, while the FBM KLCI is trading at 14.9x PE (10Y avg PE of 17.7x).
  • Trading activities slowed down, but foreign funds are returning. YTD average daily trading value (ADTV) dropped 26.2% to RM3.75bn in 2Q21 (1Q21: RM5.08bn). QTD, ADTV has declined further to RM2.85bn. Nevertheless, foreign investors have turned net buyers for the month of August, scooping up RM1.05bn in equities, while MTD registered another RM847.9m of buying flows in the local exchange.
  • Big caps were flat, but small caps gained strength. In 3Q21, the FBMKLCI was flat, while FBM Small Cap and FBMACE added 3.0% and 3.1%, respectively. Overall, technology (+23.0%) was the leading sector, followed by the industrial products (+7.7%) sector. Meanwhile, the healthcare and energy sectors lost -13.7% and -9.9% respectively.
  • Supercycle commodities are still upward trending. Most of the commodities that have rallied under this Covid-19 pandemic due to shipping disruptions and supply constraints could remain elevated. However, technical readings on Bloomberg Commodity Index might be forming bearish divergence signal.

 

4Q21 Strategy – Recovery begins with an ENDemic

  • Covid-19 induced recession to regain momentum. Economy contracted in 2020, but we opine that the recovery is on its way. With the help of a smooth vaccination drive, 80% of Malaysia’s adult population are fully vaccinated with Covid-19 vaccine and it will be meaningful for businesses to operate under comfortable conditions with less severe Covid-19 conditions. Eventually, rebooting the economic activities in a broader manner and returning to normalcy by 2022.
  • Restarting the construction is crucial… Given the international travel restrictions are not uplifted, we expect more infra works to be seen in the upcoming Budget 2022 and that should kick start the economy at least for the domestic front. Also, we favour the building material segment, which is the proxy to the construction sector.
  • …and revitalising the domestic economy. While waiting for the international borders to be uplifted, domestic tourism will be important in stimulating the economy. With the Langkawi travel bubble pilot project started recently, we feel the revenge spending is surfacing in a significant manner and that should be a decent catalyst for tourism, aviation and consumer related stocks.
  • Technology sector is likely to be the winner. 
  •  
  •  
  • Technology sector continues to rise despite the chip shortages issues
  •  
  •  
  • globally; the Bursa Technology Index rose 39% YTD.
  •  
  •  
    Technology: KGB 
 
  • We believe the adoption in 5G and IoT devices, as well as higher demand in electronic gadgets under the Covid-19 environment will remain as the main catalysts for the sector. Meanwhile, the hype in electric vehicles will continue to provide positive sentiment for the sector.
  • Progressive 5G rollouts in Malaysia. Malaysia has setup the National 5G Task Force in Nov 2018 and introduced Jalinan Digital Negara (JENDELA) in Aug 2020 to provide wider coverage and better quality of broadband experience for the Rakyat and it was further supported by the Digital Economy Blueprint – MyDIGITAL that focuses on the rollout of 5G technology going forward, where Malaysia’s 5G network and infrastructure across the whole nation will be done by Malaysia’s single wholesale 5G-network operator - Digital Nasional Berhad (DNB).
 
Technology: KGB 
 
 
The repeated customers for KGB /0151 ; as
 
 
 
KGB/0151 with the huge potential to be the
 
 
 
hidden jewel for the dynamics growth of
 
 
 
sales revenues that will translate into
 
 
 
EPS for KGB/0151 into a shinning star in the
 
 
 
" Technology Sector " in KLSE.
 
 
Repeated customers for KGB /0151 
 
1. S M I C = Semiconductor Manufacturing International Corporation,
 
China 
 
 
2. T S M C = Taiwan Semiconductor Manufacturing Company , Taiwan 
 
 
3. Micron Semiconductor Asia Operations Pte. Ltd ., Singapore   
 
 
4. Lam Research Singapore Pte. Ltd., Singapore 
 
 
5. Stolthaven ( Westport ) Sdn. Bhd. , Westport , Pulau Indah,
 
Port Klang ,Selangor 
 
 
 
 
 
 
 
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https://youtu.be/YOctZudeOpo
 
 
 
A pro cyclist crossing a finish line without realizing he won the race victory bike bicycle discover-winning GIF
 
 
 
 
 
 
5155ff40-4398-4215-9574-2ad53e9a88fa.gif | Distant Echoes News Website
 
 
 
 
 
 
SEE_RESEARCH 
 
 
KGB / 0151 
 
 
 
1st Target Price  RM 2.00 
 
 
 
2nd Target Price RM 2.50 
 
 
Let us witness another explosive run up on the prices
 
 in another 14  trading days , will it be
 fast & furious to 
 

RM 2.00 and
 
 
above RM 2.50 
 
 
 
=====================================
 
 
 
 
 
osim bwf world superseries bwf victory sports badminton discover-winning GIF
 
 
 
 
 
 
 
Realmadrid Soccer GIF - Realmadrid Soccer Trophy - Discover & Share GIFs
 
 
 
 
 
 
 
SEE_RESEARCH 
 

 
 
KGB Warrant WB / 0151 
 
 
 
 
1st Target Price  RM1.00 
 
 
 
 
 
2nd Target Price RM1.30 
 
 
 
 
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Please clip on the short video
 
 
 
 
clips : 
 
 
 
 
 
 
 
 
Which Fast & Furious Character
 
 
 
Are You 

https://www.bing.com/videos/search?view=detail&mid=F9A7D52834A42E6DC1B5F9A7D52834A42E6DC1B5&q=fast


https://www.youtube.com/watch?v=JXW8_h6cvUo

 

 
 
 
 

 

 
 

 

 

========================================================================================================================================================================================

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Kelington records 

 

 

11-fold hike in 2Q net

 

profit

Financial Profit Infographic With Upward Arrows | Templates PowerPoint  Slides | PPT Presentation Backgrounds | Backgrounds Presentation Themes

 

=========================================================================================================================================================================================================================================================================================================================================================================
NEWSFLASH ON NASDAQ 
 
NEWSFLASH ON NASDAQ 
 
NEWSFLASH ON NASDAQ 

In the financial , stock market theme in US is the technology sector , 

Nasdaq with the 52 weeks , low is 10,519 points and the high is 15,385 points , the closing for 2 September 2021 is near the historical high ( 15,390 points )
14,836 points and now KLSE - technology stocks in
 Technology sector  enjoy positive  momentum ,
 and the spillover strong positive effects included 
 
  3. KGB / 0151 Warrant for High Conviction Buy
 
3.1  KGB /0151 , one of their key business is 

UHP DELIVERY SYSTEMS


We serve industries that require ultra high purity (UHP) gases and chemicals in specialized applications. Having a strong understanding of the unique characteristics of these specialty gases and chemicals, we engineer solutions that ensure safe handling of the delivery and distribution of these substances all the way from source to equipment to waste disposal.

The use of gas purification and abatement technologies are critical to ensure that gases fed into the UHP delivery system are of specified purity level, while the waste gases produced as a result are treated accordingly prior to disposal.

 

image.png

 

 
 
 

 

UHP Gases/Semiconductors

We have the complete solution for UHP gas purity monitoring

Ultra-high purity (UHP) gases are essential for semiconductor manufacturing and the production of electronics such as LED and LCD displays. We provide a single-supplier solution for all UHP measurements in these applications.

===========================================================================================================================
Nasdaq - Big Gainers
 
==========================================
(i) NVIDIA CORPORATION = 4 January 2021 / USD 131.14 
                                                6 August 2021 / USD 203.66
                                              + USD 72.52 translate to 55.30 %
===========================================
(ii) NXP SEMICONDUCTORS /NXPI= 5 January 2021 / USD 165.67 
                                                            6 August 2021 /   USD 213.75
                                                            + USD 51.71 translate to 32 %
============================================================================================
 
SEE_RESEARCH 
 
 
KGB / 0151 
 
 
 
1st Target Price  RM 2.00 
 
 
 
2nd Target Price RM 2.50
 
 
Let us witness another explosive run up on the prices
 
 in another 14  trading days , will it be
 fast & furious to 
 

RM 2.00 and
 
 
above RM2.50

===================================================================

 

 

 OCB Berhad

 

MAIN CHAPTER

 

                1    THE TWIN SAME BUSINESSES 

FOR FOOD BASED INDUSTRIES , SAME CONSUMER SECTOR 

HWA TAI INDUSTRIES BERHAD / 8474 

& OCB /5533 

SAME CHARACTERISTICS OF HWA TAI INDUSTRIES BERHAD / 8674

n terms of positive upwards price actions . 

 

( i ) based in Consumer sector 

 

( ii ) in food business 

 

(iii ) small capital base : 

 (a) Hwa tai / 8478 = 74, 874 lots 

================================================================

ANALYSIS OF MARKET CAPITALISATION & 

MARKET FLOAT IN KLSE 

 

(b)    OCB / 5533     =                  102,850 lots = 100 % 

 

( c ) TOP 30 SHAREHOLDERS = 82,548 LOTS = 80 %

 

( d )LONG TERM INVESTORS = 10,302 LOTS = 10 %

 

 

( e ) BALANCE FLOAT IN MARKET 

LESS THAN  10,000 LOTS  = 10 %

 

 

MEAN  : 1 LOT = 1,000 SHARES

 

1.2  The KING of THE FOOD  business is HWA TAI INDUSTRIES  Berhad , 

in term of positive upwards prices ;

and the followers ,

 one of them is

 

 OCB /5533 

 

 1.3   Some of my KLSE investors who are well known in the corporate community ask  3 direct questions in order 

 

to avoid pump and dump stock.

 

 

FOR OCB /5533 

Question Number 1 : MAKING MONEY ?

ANWER : YES 

 

QUESTION Number 2 : PAYING DIVIDEND ?

ANSWER : YES 

 

QUESTION Number 3 : when was the last payment of the dividend ?

ANSWER : ex date 16 July 2021 ;

                   payment date : 30 July 2021 ( RM 15.00 per 1 lot ) 

A dividend payment is the distribution of a company 's profit to its shareholders. 

Dividend is usually paid as a reward to its existing shareholders.

HOT SELLING FOOD BASED PRODUCTS 

IBUMIE PRODUCTS ( EASY CONVENIENT PACKS )
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image.jpeg
 
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image.gif
 
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PLEASE CLIP ON THESE

 5  IBUMIE VIDEO CLIPS TO UNDERSTAND THE DELICIOUS , TASTY IBUMIE ,

IN WHICH IBUMIE CONVENIENT PACKS ARE WIDELY SOLD THRU SUPERMARKETS ;

HAVE BEEN WELL RECEIVED AND LOVED 

 BY THE CONSUMERS, 

IN VARIOUS DIFFERENT COUNTRIES IN THE WORLD 

 








https://youtu.be/WJNAAtMOxxE

 

(iii) OCB / 5533 

SEE_RESEARCH 

WAIT for strong rally  VERY SOON

 First target  ------  RM 1.20

 
 

.Thanks for reading and see you in the next post.

THE ABOVE IS NOT A BUY OR SELL CALL AND IS ONLY A PERSONAL OPINION, WRITTEN AS ARTICLE FOR SHARING PURPOSES TO KLSE COMMUNITY MEMBERS.

 

DISCLAIMER: Investment involves risks, including possible loss of investment and other losses. 

This article and charts are provided for information only and should not be construed as a solicitation to buy or sell any of the instruments mentioned herein. The author may have positions in some of these instruments. The author shall not be responsible for any losses or profits resulting from investment decisions based on the use of the information contained herein. If investments and other professional advice is  required, the services of a licensed professional person should be sought.

  

 ISSUED BY SEE RESEARCH 

image.png

(SENSING EAGLE EYES RESEARCH)

 

 

 

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