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1.24   0.00 (0.00%)  1.23 - 1.24  75,700
2,021 comment(s). Last comment by Patrick13 at Aug 20, 2019 1:35 PM
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Gtrade
200 posts

Posted by Gtrade > Apr 16, 2019 11:49 AM | Report Abuse

any good news?


Patrick13
1827 posts

Posted by Patrick13 > Apr 17, 2019 9:35 PM | Report Abuse

Hear Kimlun won Pan Borneo project again.


luckyman
483 posts

Posted by luckyman > Apr 21, 2019 7:38 PM | Report Abuse

The company's PAT dropped 11% in 2018 as compared with that in 2017. But the share price dropped > 60% in 2018.

Maybe it's time for it to recover at least half to RM1.60 given that its fundamentals remain the same or improving with more mega projects to be unveiled or revived again....it will likely be a potential beneficiary for the proposed RTS link in JB....

https://www.nst.com.my/news/nation/2019/04/481543/malaysia-committed-ensuring-rts-link-project-continued-says-loke


paperplane
18444 posts

Posted by paperplane > Apr 22, 2019 1:49 PM | Report Abuse

stay invested. good and prudent company


Newtmethod
33 posts

Posted by Newtmethod > Apr 22, 2019 10:20 PM | Report Abuse

Look carefully. Inverse Head and shoulder + WHite shouldier.


xiang13001
64 posts

Posted by xiang13001 > Apr 23, 2019 10:44 AM | Report Abuse

please sell, I want buy lower


paperplane
18444 posts

Posted by paperplane > Apr 23, 2019 5:18 PM | Report Abuse

Construction
Research by Hong Leong investment Bank
Sector Outlook (Neutral)

Bandar Malaysia resuscitated
The Government announced that the Bandar Malaysia project was reinstated. The master developer of the project is IWH-CREC Sdn Bhd (ICSB) which would buy 60% of the underlying land and the balance 40% would continue to be owned by the Government. Major beneficiaries of this project are IWC, Ekovest and MRCB. Reinstatement of Bandar Malaysia project also increa ses the likelihood of the HSR revival. Bandar Malaysia was supposed to host the terminus of HSR previously. We are turning warmer on construction given the recent positive news flow on project revivals. However, the KLCON is already up 31% YTD. Maintain NEUTRAL on construction, Kimlun is our top pick.

Yip Kah Ming
kmyip@hlib.hongleong.com.my
(603) 2083 1723


paperplane
18444 posts

Posted by paperplane > Apr 23, 2019 6:02 PM | Report Abuse

kimlun huat huat lai if got SG MRT contract soon


xiang13001
64 posts

Posted by xiang13001 > Apr 24, 2019 4:03 PM | Report Abuse

those cannot hold faster sell...


VSOLAR Sailang Margin All In
2615 posts

Posted by VSOLAR Sailang Margin All In > Apr 24, 2019 5:03 PM | Report Abuse

wa paperplane this one you also know ah.


VSOLAR Sailang Margin All In
2615 posts

Posted by VSOLAR Sailang Margin All In > Apr 24, 2019 5:04 PM | Report Abuse

not bad one... but gearing a bit high for me


paperplane
18444 posts

Posted by paperplane > Apr 29, 2019 12:41 PM | Report Abuse

kimlun i know long long time ago. last time buy 1.20, goes to RM2, then sell all 1.60.

Now SG MRT expansion, i bet it will go to RM2 soon


paperplane
18444 posts

Posted by paperplane > Apr 29, 2019 12:42 PM | Report Abuse

actually gearing is less i worry. their management prudent.


Patrick13
1827 posts

Posted by Patrick13 > Apr 29, 2019 7:12 PM | Report Abuse

The Board of Directors of Kimlun Corporation Berhad ('KIMLUN' or 'the Company') is pleased to announce that Rexpoint Resources Sdn Bhd has awarded to Kimlun Sdn Bhd, a wholly-owned subsidiary of the Company, a contract for the main building works for 2 blocks of apartments in Selangor ('the Project'). The contract sum for the Project is Ringgit Malaysia Two Hundred and Four Million and Four Hundred Thousand Only (RM204,400,000).

The construction work is expected to be completed by end of January 2022.

The Project is expected to contribute positively to the earnings and net assets of KIMLUN Group for the financial years during the contract period.

None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, direct or indirect, in the above contracts.


paperplane
18444 posts

Posted by paperplane > Apr 30, 2019 7:34 AM | Report Abuse

Not bad. 2H2019 will be even better. Hope for best


kai1
88 posts

Posted by kai1 > May 1, 2019 9:15 PM | Report Abuse

I dont know why this Aminvest always gives Kimlun a low price target but must do the contrary


VSOLAR Sailang Margin All In
2615 posts

Posted by VSOLAR Sailang Margin All In > May 1, 2019 9:32 PM | Report Abuse

Don't worry too much about AmInvest TP, it's bungkus one anyway, I have experience with their TP for another counter, way way off also. As I said earlier, if I start PUNTER IB, 10/10 would say PUNTER IB > AmInvest (bungkus IB what you expect)


Patrick13
1827 posts

Posted by Patrick13 > May 30, 2019 8:27 PM | Report Abuse

http://malaysiastock.biz/Company-Announcement.aspx?id=1147145

Good result.


paperplane
18444 posts

Posted by paperplane > Jun 7, 2019 5:07 PM | Report Abuse

Just hope not affected much by trump politics. Its a necessities good


paperplane
18444 posts

Posted by paperplane > Jun 19, 2019 8:15 AM | Report Abuse

Cement price finally controlled?


Patrick13
1827 posts

Posted by Patrick13 > Aug 20, 2019 1:35 PM | Report Abuse

Kimlun’s manufacturing orders expected to accelerate

Kimlun Corp Bhd
(Aug 19, RM1.23)

Maintain buy with an unchanged target price (TP) of RM2.16: As we move into the fourth quarter of 2019 and the forecast financial year 2020 (FY20F), we believe that Kimlun Corp Bhd’s manufacturing orders will accelerate. These orders will initially flow from Singapore and eventually Malaysia when some key projects are rolled out.

Its total manufacturing tender book is now at RM500 million which is largely skewed towards projects in Singapore, including Industrialised Building System (IBS) related jobs and Deep Tunnel Sewerage System 2. This does not include orders from the North South Corridor Expressway and Jurong Region Line.

Our FY19F earnings estimates are above consensus. Our forecast of a surge in manufacturing flows from Singapore is intact, with local construction wins likely to come in at the higher end of this forecast. Not enough recognition is given to Kimlun’s high-margin manufacturing business which should command a scarcity premium. Its IBS expertise will be crucial in clinching more local affordable housing projects.

Given its depressed valuations, incremental new orders for Kimlun’s construction and manufacturing segments beyond its total order book of RM2 billion would lift the stock. With its strategically located manufacturing plants in Negeri Sembilan and Johor, we believe it will be the front runner for the Tunnel Lining Segment and Segmental Box Girders portions of major transportation and infrastructure projects when they eventually kick off.

Our TP is set at RM2.16, based on sum-of-parts valuation. We think this better reflects Kimlun’s underlying business model. Its construction business is valued at RM1.62 a share with its manufacturing unit at 54 sen a share.

Low-margin wins is a major risk. The biggest risk is its perceived over-reliance on projects in Johor. This is mitigated by its stringent bidding process, only accepting projects with strong marketability. — AllianceDBS Research, Aug 19

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