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Overview
Financial Highlight
HeadlinesBusiness Background Kelington Group Bhd is a provider of gas and chemical delivery solutions for the technology industry. The company supplies various industrial gases and specialty gases in form of portable high-pressure gas cylinders or from on-site gas generators for use in the electronics, semiconductor, food processing, and oil and gas industries. Its segments include Ultra High Purity delivery systems that ensure safe handling of delivery and distribution of gases and chemicals; Process engineering that engineers and constructs mechanical and electrical systems that support industrial processes; and General contracting works providing civil and mechanical and engineering services to clean rooms and Research and Development centres.
  dawchok I deem KGB's this QR result disappointing seeing a lot of others company's QR result increase by leaps and bounds. BY the way, I will still hold KGB tightly for the better result next qtr. TP RM2.0. 24/11/2020 9:10 PM Long George - Recorded high earnings in 3QFY20 with core NP of RM8.1 million (+25% YoY) after adjusting impairment and foreign exchange losses - Order book all-time high of RM370 million (+31% YoY) - Target price RM2.30 https://klse.i3investor.com/blogs/Investment_Ideas/2020-11-25-story-h1536609045-Kelington_Group_Berhad_KGB_Above_Expectations_TP_RM2_30_35_upside_by_Ke.jsp 25/11/2020 8:26 AM kentrade888 Tomorrow, if the budget is not passed, the stock market will fall sharply before buying cheap. 25/11/2020 12:08 PM kentrade888 IQGROUP (5107)QR is about to be announced and can continue to be collected now. 25/11/2020 11:04 AM 25/11/2020 12:32 PM Leonggg https://www.marketwatch.com/story/ups-increases-dry-ice-production-launching-portable-freezers-for-covid-19-vaccine-storage-2020-11-25 27/11/2020 11:19 AM Mkt_watcher https://www.thestar.com.my/news/nation/2020/11/27/pm-covid-19-vaccines-for-64mil-malaysians-next-year 12.8mil doses of Pfizer vaccine = a LOT of dry ice needed..? :) 27/11/2020 7:43 PM NPRA1985 Govt signs deal with Pfizer for 12.8 mil Covid-19 vaccine doses — PM Muhyiddin https://www.theedgemarkets.com/article/malaysia-has-signed-initial-agreement-pfizer-procure-128-million-doses-covid19-vaccine 27/11/2020 9:29 PM air01557 This deal with Pfizer is only an initial agreement which wont materialise eventually due to high cost of storage at -70C 28/11/2020 12:39 PM Gabriel Khoo Air....Be a dynamic investor in stock market...important is to make money 28/11/2020 4:34 PM ShadowSlaYer @air01557...you want wait until next qr say they doing dry ice then only start chasing at Rm2.50 meh? 28/11/2020 7:29 PM NPRA1985 Malaysia’s agreement with Pfizer void if Covid-19 vaccine fails to be registered with FDA, NPRA — health DG Malaysia’s preliminary purchasing agreement with pharmaceutical company Pfizer will be void if the latter’s Covid-19 vaccine fails to be registered with the US Food and Drug Administration (FDA) and Malaysia’s National Pharmaceutical Regulatory Agency (NPRA), health director-general (DG) Tan Sri Dr Noor Hisham Abdullah said today. Azrul said Galen is also concerned about the logistical burden to be shouldered by the MoH because the vaccine requires ultra-cold storage of -70°C, a capacity beyond most existing primary care healthcare facilities. Therefore, the MoH would be reliant on the availability of suitable storage units at the state level to ensure that the vaccines' cold chain is not interrupted, according to him. "We expect the most challenging part of the process to be the delivery of vaccines to rural areas. Due to limitations and pragmatic concerns, will urban areas end up being prioritised over rural areas?” Azrul asked. Azrul said Malaysia needs to review its Budget 2021 allocations, especially those related to Covid-19 vaccination because the scheme involves more than just the cost of the vaccine but also supporting infrastructure expenses. He said the country needs to ensure that the MoH gets the necessary funds and manpower needed to hit the ground running when the vaccine becomes available in 2021, especially since this vaccine has specific logistical and storage requirements which require investing in related infrastructure and training. "Are we going to acquire Pfizer's special ice boxes? Have we allocated for the record-keeping system? As it stands, we do not believe that the existing allocations are adequate for the purpose. The health allocations need to be reviewed and increased," Azrul said. https://www.theedgemarkets.com/article/health-dg-malaysias-agreement-pfizer-will-be-void-if-covid19-vaccine-fails-be-registered-fda 28/11/2020 8:39 PM anthonytkh Tbh I’ve traded KGB several times. 1st time was a loss but every time after that were profits. The last profit was bought on 25/11 and sold on 26/11 Currently things are still murky if you were to talk about the “vaccine dry ice requirements” This is not a stock that’s fried; OK volume, low trade sizes. Dividends every year tho I’ll monitor tmrw morning. May go in depending..... 29/11/2020 7:19 PM dawchok I invested into KGB for the rapid expansion of semicon industry where KGB main revenue relies on. Another attraction of KGB is CO2 liquid in Kerteh. Dry ice is just a very new blue sky bonus to the investment thesis of KGB. 30/11/2020 9:42 AM dawchok I do have a bit concern that the correct price spike up is caused by market hype on vaccine-dry ice which is very murky and uncertain. I will hold up firmly not to be swayed to sell KGB for short term quick profit. 30/11/2020 9:46 AM ShadowSlaYer @dawchok: I like your eye sharp sharp. I agree with you, current prospects will take KGB fly to RM3 at least. 30/11/2020 11:59 AM 020215 but we are getting from China rite not Pfizer US?Is still need low temp ? 01/12/2020 10:02 AM  AxeCapital2077 dry ice only bonus, the original business is what i want to invest in. been here since 1. lets GO 01/12/2020 10:04 AM dawchok You will sure get 100% return from KGB. I bot in too early at 1.25 in Mar 2019. 01/12/2020 12:23 PM Long George - Order-book new high of RM370m as SMIC’s expansion hit full speed, with no signs of slowing - In touch with Pfizer to understand the use of dry ice to store vaccines. - PER of 18.7x vs peers’ average of 30-58x - Target price RM2.30 https://klse.i3investor.com/blogs/Investment_Ideas/2020-12-02-story-h1537357663-Kelington_Group_Berhad_KGB_Orderbook_Surged_on_New_Jobs_TP_RM2_30_26_up.jsp 02/12/2020 8:37 AM hockmenglai Kenanga KGB - Orderbook Surged on New Jobs KGB’s post-results’ briefing received positive response from ~80 participants. KGB’s order-book reached a new high of RM370m as SMIC’s expansion hit full speed, with no signs of slowing. Job replenishment remains healthy. The group expects order-book level to remain elevated even after factoring a stronger 4Q ahead. In addition, KGB has been in touch with Pfizer to understand the use of dry ice to store vaccines. We believe the scarcity of deep freezer, especially in rural areas, makes dry ice a timelier and more efficient option for vaccine distribution. Positive prospects are juxtaposed with an attractive Fwd. PER of 18.7x vs peers’ average of 30-58x. Our OUTPERFORM call and TP of RM2.30 reaffirmed. 02/12/2020 2:25 PM NPRA1985 U.K. Approves Pfizer Coronavirus Vaccine, a First in the West The emergency approval, ahead of the United States and the European Union, clears the way for Britain to begin mass inoculations. “Help is on its way,” one official said. https://www.nytimes.com/2020/12/02/world/europe/pfizer-coronavirus-vaccine-approved-uk.html 02/12/2020 6:49 PM NPRA1985 US says Covid-19 vaccines ready to be shipped nationwide immediately https://www.freemalaysiatoday.com/category/world/2020/12/02/us-says-covid-19-vaccines-ready-to-be-shipped-nationwide-immediately/ 02/12/2020 10:59 PM NPRA1985 Johnson & Johnson has started a rolling submission with the European Medicines Agency (EMA) for its single-dose COVID-19 vaccine candidate. https://www.biopharma-reporter.com/Article/2020/12/01/Johnson-Johnson-start-rolling-review-for-COVID-19-vaccine-in-Europe 02/12/2020 11:25 PM NPRA1985 Janssen seeks Health Canada approval for its COVID-19 vaccine https://www.cbc.ca/news/politics/johnson-johnson-health-canada-approval-1.5823173 02/12/2020 11:44 PM NPRA1985 Moderna Covid vaccine can get emergency authorisation approval in 2-3 days after panel meet: CEO Moderna's vaccine candidate's full results from a late-stage study showed its vaccine was 94.1% effective with no serious safety concerns https://www.livemint.com/news/world/moderna-covid-vaccine-can-get-emergency-authorisation-approval-in-2-3-days-after-panel-meet-ceo-11606922963960.html 03/12/2020 12:33 AM NPRA1985 Forwarders see their cargo bumped as vaccine shipments take off https://theloadstar.com/forwarders-see-their-cargo-bumped-as-vaccine-shipments-take-off/ 03/12/2020 11:30 AM NPRA1985 Promise of Covid vaccines is ‘phenomenal’, WHO says https://www.freemalaysiatoday.com/category/world/2020/12/03/promise-of-covid-vaccines-is-phenomenal-who-says/ 03/12/2020 10:24 PM NPRA1985 Equities up as Covid-19 cases drop, vaccine news spurs economic recovery bets https://www.theedgemarkets.com/article/fbm-klci-closes-2954-points-162826 03/12/2020 10:47 PM Nepo US blacklist SMIC, no wonder kgb share price no power.. https://www.chinapress.com.my/?p=2181245 https://www.chinapress.com.my/?p=2308695 04/12/2020 12:03 PM dawchok Tq, true, it is very good luck to have KGB at 1.8 as the price will definitely go higher in short future 04/12/2020 6:32 PM vespa SMIC knew several months ahead it was to be blacklisted ...it is an old story 04/12/2020 7:56 PM NPRA1985 DUBAI: Bahrain said on Friday it has granted emergency use authorization for the Pfizer/BioNTech COVID-19 vaccine, becoming the second country after Britain to approve it. The kingdom had also approved Sinopharm’s COVID-19 vaccine in November for use by frontline workers. https://www.arabnews.com/node/1772516/middle-east 05/12/2020 1:30 AM NPRA1985 South Korea reaches deal to buy AstraZeneca's Covid-19 vaccine candidate https://www.straitstimes.com/asia/east-asia/south-korea-reaches-deal-to-buy-astrazenecas-covid-19-vaccine-candidate 05/12/2020 1:45 AM  | |
