Highlights
KLSE: KGB (0151)       KELINGTON GROUP BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
1.73   -0.04 (2.26%)  1.67 - 1.77  1,897,200
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Financials


Market Cap: 558 Million

Market Cap 558 Million
NOSH 323 Million

Latest Audited Result:  31-Dec-2019

Latest Audited Result: 31-Dec-2019
Announcement Date 15-Jun-2020
Next Audited Result: 31-Dec-2020
Est. Ann. Date: 15-Jun-2021
Est. Ann. Due Date: 29-Jun-2021

Latest Quarter:  30-Jun-2020 [#2]

Latest Quarter: 30-Jun-2020 [#2]
Announcement Date 25-Aug-2020
Next Quarter: 30-Sep-2020
Est. Ann. Date: 19-Nov-2020
Est. Ann. Due Date: 29-Nov-2020
QoQ | YoY   -84.64%  |    -87.78%

Annual (Unaudited) ( EPS: 7.43, P/E: 23.27 )

Revenue | NP to SH 379,861  |  23,987
RPS | P/RPS 117.74 Cent  |  1.47
EPS | P/E | EY 7.43 Cent  |  23.27  |  4.30%
DPS | DY | Payout % 0.96 Cent  |  0.55%  |  12.94%
NAPS | P/NAPS 0.48  |  3.61
YoY   29.95%
NP Margin | ROE 6.20%  |  15.50%
F.Y. | Ann. Date 31-Dec-2019  |  26-Feb-2020

T4Q Result ( EPS: 5.80, P/E: 29.81 )

Revenue | NP to SH 370,440  |  18,724
RPS | P/RPS 114.82 Cent  |  1.51
EPS | P/E | EY 5.80 Cent  |  29.81  |  3.35%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 0.49  |  3.51
QoQ | YoY   -19.29%  |    -5.39%
NP Margin | ROE 4.97%  |  11.79%
F.Y. | Ann. Date 30-Jun-2020  |  25-Aug-2020

Annualized Result ( EPS: 2.90, P/E: 59.66 )

Revenue | NP to SH 324,128  |  9,356
RPS | P/RPS 100.47 Cent  |  1.72
EPS | P/E | EY 2.90 Cent  |  59.66  |  1.68%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -42.32%  |    -52.94%
NP Margin | ROE 2.88%  |  5.89%
F.Y. | Ann. Date 30-Jun-2020  |  25-Aug-2020


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2020 25-Aug-2020 30-Jun-2020 2 77,333 1,198 640 623 - 158,802 - % 0.83% 0.39% 319,715 24.19 23.97 0.20 0.19 0.00 0.00 0.4967 0.49   -84.64%   -87.78% 30-Jun-2020 1.01 4.18 518.32 2.03 0.19% 0.00% 25-Aug-2020 1.10 4.55 564.50 2.21 0.18% 0.00%
31-Dec-2020 29-May-2020 31-Mar-2020 1 84,731 4,902 4,023 4,055 - 158,614 - % 4.75% 2.56% 310,339 27.30 26.26 1.30 1.26 0.00 0.00 0.5111 0.49   -47.89%   -16.27% 31-Mar-2020 0.90 3.30 68.88 1.76 1.45% 0.00% 29-May-2020 1.08 3.96 82.66 2.11 1.21% 0.00%
31-Dec-2019 26-Feb-2020 31-Dec-2019 4 111,342 10,161 7,540 7,782 - 154,797 - % 6.77% 5.03% 310,339 35.88 34.51 2.51 2.41 0.00 0.00 0.4988 0.48   24.23%   49.57% 31-Dec-2019 1.26 3.51 50.25 2.53 1.99% 0.00% 26-Feb-2020 1.26 3.51 50.25 2.53 1.99% 0.00%
31-Dec-2019 19-Nov-2019 30-Sep-2019 3 97,034 7,544 6,216 6,264 - 152,377 - % 6.41% 4.11% 311,292 31.17 30.08 2.01 1.94 0.00 0.00 0.4895 0.47   22.87%   34.83% 30-Sep-2019 1.30 4.17 64.60 2.66 1.55% 0.00% 19-Nov-2019 1.39 4.46 69.08 2.84 1.45% 0.00%
31-Dec-2019 22-Aug-2019 30-Jun-2019 2 95,078 7,156 5,013 5,098 2,975 141,714 58.36% 5.27% 3.60% 297,532 31.96 29.47 1.71 1.58 1.00 0.92 0.4763 0.44   5.27%   15.89% 28-Jun-2019 1.25 3.91 72.95 2.62 1.37% 0.80% 22-Aug-2019 1.27 3.97 74.12 2.67 1.35% 0.79%
31-Dec-2019 23-May-2019 31-Mar-2019 1 76,407 6,504 4,778 4,843 2,241 129,876 46.28% 6.25% 3.73% 280,148 27.27 23.68 1.73 1.50 0.80 0.69 0.4636 0.40   -6.92%   15.04% 29-Mar-2019 1.25 4.58 72.31 2.70 1.38% 0.64% 23-May-2019 1.24 4.55 71.73 2.67 1.39% 0.65%
31-Dec-2018 26-Feb-2019 31-Dec-2018 4 109,765 6,924 5,021 5,203 - 116,492 - % 4.57% 4.47% 262,135 41.87 34.02 1.99 1.61 0.00 0.00 0.4444 0.36   11.99%   12.96% 31-Dec-2018 1.12 2.67 56.43 2.52 1.77% 0.00% 26-Feb-2019 1.28 3.06 64.49 2.88 1.55% 0.00%
31-Dec-2018 23-Nov-2018 30-Sep-2018 3 63,656 5,874 4,612 4,646 2,521 107,078 54.27% 7.25% 4.34% 252,128 25.25 19.73 1.84 1.44 1.00 0.78 0.4247 0.33   5.61%   43.04% 28-Sep-2018 1.02 4.04 55.35 2.40 1.81% 0.98% 23-Nov-2018 1.17 4.63 63.49 2.75 1.57% 0.85%
31-Dec-2018 28-Aug-2018 30-Jun-2018 2 89,229 5,229 4,337 4,399 - 101,045 - % 4.86% 4.35% 245,434 36.36 27.66 1.79 1.36 0.00 0.00 0.4117 0.31   4.49%   88.31% 29-Jun-2018 0.805 2.21 44.91 1.96 2.23% 0.00% 28-Aug-2018 0.87 2.39 48.54 2.11 2.06% 0.00%
31-Dec-2018 21-May-2018 31-Mar-2018 1 86,548 6,432 4,194 4,210 3,455 89,907 82.07% 4.85% 4.68% 230,354 37.57 26.83 1.83 1.30 1.50 1.07 0.3903 0.28   -8.60%   103.58% 30-Mar-2018 0.69 1.84 37.75 1.77 2.65% 2.17% 21-May-2018 0.765 2.04 41.86 1.96 2.39% 1.96%
31-Dec-2017 26-Feb-2018 31-Dec-2017 4 104,069 7,417 4,498 4,606 - 80,120 - % 4.32% 5.75% 229,834 45.28 32.26 2.00 1.43 0.00 0.00 0.3486 0.25   41.81%   -3.03% 29-Dec-2017 0.83 1.83 41.42 2.38 2.41% 0.00% 26-Feb-2018 0.865 1.91 43.16 2.48 2.32% 0.00%
31-Dec-2017 27-Nov-2017 30-Sep-2017 3 87,226 4,469 3,237 3,248 - 75,799 - % 3.71% 4.28% 229,834 37.95 27.04 1.41 1.01 0.00 0.00 0.3298 0.23   39.04%   60.79% 29-Sep-2017 0.605 1.59 42.81 1.83 2.34% 0.00% 27-Nov-2017 0.765 2.02 54.13 2.32 1.85% 0.00%
31-Dec-2017 24-Aug-2017 30-Jun-2017 2 69,622 2,656 2,315 2,336 - 73,901 - % 3.33% 3.16% 228,374 30.49 21.58 1.02 0.72 0.00 0.00 0.3236 0.23   12.96%   27.03% 30-Jun-2017 0.665 2.18 65.01 2.06 1.54% 0.00% 24-Aug-2017 0.665 2.18 65.01 2.06 1.54% 0.00%
31-Dec-2017 29-May-2017 31-Mar-2017 1 56,503 2,401 2,036 2,068 2,223 69,889 107.53% 3.60% 2.96% 222,365 25.41 17.51 0.93 0.64 1.00 0.69 0.3143 0.22   -56.46%   704.67% 31-Mar-2017 0.585 2.30 62.90 1.86 1.59% 1.71% 29-May-2017 0.62 2.44 66.67 1.97 1.50% 1.61%
31-Dec-2016 22-Feb-2017 31-Dec-2016 4 109,199 5,747 4,701 4,750 - 65,946 - % 4.30% 7.20% 220,261 49.58 33.85 0.92 1.47 0.00 0.00 0.2994 0.20   135.15%   166.14% 30-Dec-2016 0.285 0.57 13.22 0.95 7.57% 0.00% 22-Feb-2017 0.43 0.87 19.94 1.44 5.02% 0.00%
31-Dec-2016 24-Nov-2016 30-Sep-2016 3 61,175 2,074 2,017 2,020 - 61,236 - % 3.30% 3.30% 219,565 27.86 18.96 0.92 0.63 0.00 0.00 0.2789 0.19   9.84%   106.76% 30-Sep-2016 0.285 1.02 30.98 1.02 3.23% 0.00% 24-Nov-2016 0.25 0.90 27.17 0.90 3.68% 0.00%
31-Dec-2016 25-Aug-2016 30-Jun-2016 2 94,489 1,917 1,833 1,839 - 60,886 - % 1.94% 3.02% 221,566 42.65 29.29 0.83 0.57 0.00 0.00 0.2748 0.19   615.56%   22.44% 30-Jun-2016 0.26 0.61 31.33 0.95 3.19% 0.00% 25-Aug-2016 0.32 0.75 38.55 1.16 2.59% 0.00%
31-Dec-2016 25-May-2016 31-Mar-2016 1 78,481 333 276 257 1,070 57,011 416.67% 0.35% 0.45% 214,166 36.64 24.33 0.12 0.08 0.50 0.33 0.2662 0.18   103.58%   -87.64% 31-Mar-2016 0.26 0.71 216.67 0.98 0.46% 1.92% 25-May-2016 0.255 0.70 212.50 0.96 0.47% 1.96%
31-Dec-2015 26-Feb-2016 31-Dec-2015 4 91,452 -6,745 -7,152 -7,182 - 59,835 - % -7.82% -12.00% 222,352 41.13 28.35 -3.23 -2.23 0.00 0.00 0.2691 0.19   -835.11%   -633.61% 31-Dec-2015 0.29 0.71 -8.98 1.08 -11.14% 0.00% 26-Feb-2016 0.275 0.67 -8.51 1.02 -11.75% 0.00%
31-Dec-2015 26-Nov-2015 30-Sep-2015 3 35,888 1,194 981 977 - 66,569 - % 2.73% 1.47% 222,045 16.16 11.12 0.44 0.30 0.00 0.00 0.2998 0.21   -34.95%   -53.41% 30-Sep-2015 0.325 2.01 73.86 1.08 1.35% 0.00% 26-Nov-2015 0.33 2.04 75.00 1.10 1.33% 0.00%
31-Dec-2015 26-Aug-2015 30-Jun-2015 2 40,585 1,536 1,502 1,502 - 65,522 - % 3.70% 2.29% 217,681 18.64 12.58 0.69 0.47 0.00 0.00 0.3010 0.20   -27.79%   -24.03% 30-Jun-2015 0.355 1.90 51.45 1.18 1.94% 0.00% 26-Aug-2015 0.255 1.37 36.96 0.85 2.71% 0.00%
31-Dec-2015 28-May-2015 31-Mar-2015 1 38,524 2,105 2,080 2,080 2,166 62,118 104.17% 5.40% 3.35% 216,666 17.78 11.94 0.96 0.64 1.00 0.67 0.2867 0.19   312.46%   0.00% 31-Mar-2015 0.355 2.00 36.98 1.24 2.70% 2.82% 28-May-2015 0.38 2.14 39.58 1.33 2.53% 2.63%
31-Dec-2014 27-Feb-2015 31-Dec-2014 4 43,713 -814 -986 -979 - 80,277 - % -2.26% -1.22% 217,555 20.09 13.55 -0.45 -0.30 0.00 0.00 0.3690 0.25   -146.69%   -2,676.32% 31-Dec-2014 0.34 1.69 -75.56 0.92 -1.32% 0.00% 27-Feb-2015 0.405 2.02 -90.00 1.10 -1.11% 0.00%
31-Dec-2014 26-Nov-2014 30-Sep-2014 3 48,943 2,009 2,081 2,097 - 59,808 - % 4.25% 3.51% 218,437 22.41 15.17 0.96 0.65 0.00 0.00 0.2738 0.19   6.07%   3,337.70% 30-Sep-2014 0.455 2.03 47.40 1.66 2.11% 0.00% 26-Nov-2014 0.42 1.87 43.75 1.53 2.29% 0.00%
31-Dec-2014 28-Aug-2014 30-Jun-2014 2 43,927 1,932 1,965 1,977 - 51,421 - % 4.47% 3.84% 191,941 22.89 13.62 1.03 0.61 0.00 0.00 0.2679 0.16   -4.95%   162.55% 30-Jun-2014 0.405 1.77 39.32 1.51 2.54% 0.00% 28-Aug-2014 0.435 1.90 42.23 1.62 2.37% 0.00%
31-Dec-2014 28-May-2014 31-Mar-2014 1 53,073 2,372 2,063 2,080 806 55,740 38.76% 3.89% 3.73% 161,240 32.92 16.45 1.29 0.64 0.50 0.25 0.3457 0.17   5,373.68%   156.47% 31-Mar-2014 0.56 1.70 43.41 1.62 2.30% 0.89% 28-May-2014 0.61 1.85 47.29 1.76 2.11% 0.82%
31-Dec-2013 26-Feb-2014 31-Dec-2013 4 50,612 85 25 38 - 205,204 - % 0.05% 0.02% 610,000 8.30 15.69 0.00 0.01 0.00 0.00 0.3364 0.64   -37.70%   -98.16% 31-Dec-2013 0.43 5.18 6,902.63 1.28 0.01% 0.00% 26-Feb-2014 0.445 5.36 7,143.42 1.32 0.01% 0.00%
31-Dec-2013 26-Nov-2013 30-Sep-2013 3 19,733 -19 22 61 - 203,130 - % 0.11% 0.03% 610,000 3.23 6.12 0.01 0.02 0.00 0.00 0.3330 0.63   -91.90%   -96.01% 30-Sep-2013 0.45 13.91 4,500.00 1.35 0.02% 0.00% 26-Nov-2013 0.495 15.30 4,950.00 1.49 0.02% 0.00%
31-Dec-2013 28-Aug-2013 30-Jun-2013 2 23,054 586 753 753 - 56,394 - % 3.27% 1.34% 160,212 14.39 7.15 0.47 0.23 0.00 0.00 0.3520 0.17   -7.15%   -55.15% 28-Jun-2013 0.51 3.54 108.51 1.45 0.92% 0.00% 28-Aug-2013 0.43 2.99 91.49 1.22 1.09% 0.00%
31-Dec-2013 30-May-2013 31-Mar-2013 1 24,017 997 811 811 31 54,511 3.92% 3.38% 1.49% 159,019 15.10 7.44 0.51 0.25 0.02 0.01 0.3428 0.17   -60.82%   1.12% 29-Mar-2013 0.485 3.21 95.10 1.41 1.05% 0.04% 30-May-2013 0.52 3.44 101.96 1.52 0.98% 0.04%
31-Dec-2012 27-Feb-2013 31-Dec-2012 4 39,000 2,482 2,070 2,070 - 54,090 - % 5.31% 3.83% 159,606 24.44 12.09 1.30 0.64 0.00 0.00 0.3389 0.17   35.29%   -33.27% 31-Dec-2012 0.53 2.17 40.87 1.56 2.45% 0.00% 27-Feb-2013 0.50 2.05 38.55 1.48 2.59% 0.00%
31-Dec-2012 28-Nov-2012 30-Sep-2012 3 26,410 1,941 1,530 1,530 - 68,222 - % 5.79% 2.24% 125,409 21.06 8.19 1.22 0.47 0.00 0.00 0.5440 0.21   -8.87%   -22.18% 28-Sep-2012 0.50 2.37 40.98 0.92 2.44% 0.00% 28-Nov-2012 0.56 2.66 45.90 1.03 2.18% 0.00%
31-Dec-2012 30-Aug-2012 30-Jun-2012 2 24,065 1,818 1,679 1,679 - 53,530 - % 6.98% 3.14% 79,198 30.39 7.46 2.12 0.52 0.00 0.00 0.6759 0.17   109.35%   -51.54% 29-Jun-2012 0.58 1.91 27.36 0.86 3.66% 0.00% 30-Aug-2012 0.61 2.01 28.77 0.90 3.48% 0.00%
31-Dec-2012 25-May-2012 31-Mar-2012 1 26,723 991 802 802 31 51,089 3.96% 3.00% 1.57% 79,405 33.65 8.28 1.01 0.25 0.04 0.01 0.6434 0.16   -74.15%   16.74% 30-Mar-2012 0.43 1.28 42.57 0.67 2.35% 0.09% 25-May-2012 0.50 1.49 49.50 0.78 2.02% 0.08%
31-Dec-2011 28-Feb-2012 31-Dec-2011 4 45,375 3,420 3,044 3,102 - 51,365 - % 6.71% 6.04% 79,538 57.05 14.06 3.90 0.96 0.00 0.00 0.6458 0.16   57.78%   -8.25% 30-Dec-2011 0.45 0.79 11.54 0.70 8.67% 0.00% 28-Feb-2012 0.46 0.81 11.79 0.71 8.48% 0.00%
31-Dec-2011 17-Nov-2011 30-Sep-2011 3 38,165 1,942 1,511 1,966 - 61,206 - % 3.96% 3.21% 100,306 38.05 11.83 1.96 0.61 0.00 0.00 0.6102 0.19   -43.26%   -6.47% 30-Sep-2011 0.40 1.05 20.41 0.66 4.90% 0.00% 17-Nov-2011 0.44 1.16 22.45 0.72 4.45% 0.00%
31-Dec-2011 04-Aug-2011 30-Jun-2011 2 36,750 3,595 3,373 3,465 2,440 48,680 70.42% 9.18% 7.12% 81,338 45.18 11.39 4.26 1.07 3.00 0.76 0.5985 0.15   404.37%   76.97% 30-Jun-2011 0.82 1.81 19.25 1.37 5.20% 3.66% 04-Aug-2011 0.41 0.91 9.62 0.69 10.39% 7.32%
31-Dec-2011 31-May-2011 31-Mar-2011 1 19,420 802 787 687 20 38,409 3.03% 4.05% 1.79% 69,393 27.99 6.02 0.99 0.21 0.03 0.01 0.5535 0.12   -79.68%   10.27% 31-Mar-2011 0.35 1.25 35.35 0.63 2.83% 0.09% 31-May-2011 0.41 1.47 41.41 0.74 2.41% 0.07%
31-Dec-2010 23-Feb-2011 31-Dec-2010 4 30,716 2,665 3,110 3,381 - 43,919 - % 10.13% 7.70% 81,544 37.67 9.52 4.16 1.05 0.00 0.00 0.5386 0.14   60.85%   95.55% 30-Dec-2010 0.33 0.88 7.96 0.61 12.56% 0.00% 23-Feb-2011 0.68 1.81 16.40 1.26 6.10% 0.00%
31-Dec-2010 29-Nov-2010 30-Sep-2010 3 24,542 2,657 2,425 2,102 - 31,905 - % 9.88% 6.59% 64,676 37.95 7.61 3.25 0.65 0.00 0.00 0.4933 0.10   7.35%   -30.19% 30-Sep-2010 0.73 1.92 22.46 1.48 4.45% 0.00% 29-Nov-2010 0.70 1.84 21.54 1.42 4.64% 0.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


Analyze this stock with MQ Trader system
  13 people like this.
 
Luke91 Post removed. Why?
13/06/2020 7:42 PM
azta12 add
19/06/2020 9:11 AM
SuperPanda ESOS at 0.18 at 10m shares, very lucky those staff who earn esos. Upon exercise easily earn 85c
24/06/2020 7:07 PM
bombombominvest Post removed. Why?
24/06/2020 9:36 PM
bombominvest when can go RM1.1 ^ ^ long waited
30/06/2020 11:02 PM
bombibistock soon will go, ^^ click in u
30/06/2020 11:03 PM
Bak Kut teh Any latest update on agm meeting on Friday?
11/07/2020 4:15 AM
hoh13 Esos so many shares to the management with very cheap price, after esos, management sell their esos share to the market.
06/08/2020 4:03 PM
Value9 power up
07/08/2020 9:57 AM
usedor1 https://www.theedgemarkets.com/article/kelington-gets-rm618m-gas-hook-job-shanghai
14/08/2020 9:59 PM
hoh13 Contract start from 5 August 2020,but why announce on 14 August... Why dont announce on 5 August or before that?
15/08/2020 12:04 PM
khwong2028 cannot break through 1.24 now fall back to 1.15
03/09/2020 5:15 PM
cbkia4896 Move ah. TP how ah
21/09/2020 1:04 PM
cbkia4896 First Interim Dividend 0.005
23/09/2020 6:10 PM
cbkia4896 operator wake up lo, retailers run all till no one else choi u liao lo
24/09/2020 10:43 PM
cbkia4896 Bye operator I lari liao
25/09/2020 5:27 PM
cbkia4896 Go back to 1.10 I want kutip few more
26/09/2020 6:04 PM
Gabriel Khoo more projects in the pipeline
27/09/2020 12:28 AM
cbkia4896 Wah operator see dip below 1.16 immediately top up
01/10/2020 11:25 PM
cschee68 bought a bit at 1.20. chart looking good, feels like accumulation phase now. I think will move anytime soon.
15/10/2020 4:19 PM
hockmenglai Yes, agree with cschee68.. Once accumulation phase completed, shoot to the sky!
20/10/2020 1:54 PM
ShadowSlaYer Kenanga TP: RM1.92

"Buy with 51% upside. Kelington Group Berhad (KGB) provides ultrahigh purity gas delivery systems used in wafer foundries, which are currently being thrust into the limelight given record-high FDIs, imminent wafer shortages (thus requiring further expansions) and China’s semiconductor localisation efforts. With Biden winning the US election, we believe sentiment overhang on SMIC and hence KGB is now cleared. In addition, we believe market is grossly underestimating KGB’s earnings potential as the stock only trades at 15.6x Fwd. PER, significantly cheaper than peers’ average of 30-58x. Initiate with OUTPERFORM and TP of RM1.92."
09/11/2020 9:32 AM
Long George KGB Initiation Report

https://klse.i3investor.com/blogs/Investment_Ideas/2020-11-09-story-h1535691227-Kelington_Group_Berhad_KGB_Initiation_by_Kenanga.jsp

- Sentiment overhang on SMIC (35% of KGB's orderbook) cleared.
- Orderbook at all-time high of RM386m.
- Trading cheaply at 15.6x fwd PE, as compared to peers’ average of 30-58x.
09/11/2020 10:25 AM
rururunnn "Now with Biden winning the US presidential election, such sentiment overhang is cleared. More so as the Democrats have not gained full control of the Senate, making harsh policies on China tech companies difficult to be imposed. "

What is this guy smoking???

Overhang cleared meh? Democrats also got no full control of senate. and then again I think he meant republicans in his second sentence
09/11/2020 10:43 AM
Long George Need dry ice to pack with vaccines, KGB doing dry ice business leh

https://www.nbcnews.com/business/business-news/pfizer-readies-herculean-effort-distribute-coronavirus-vaccine-n1247147
10/11/2020 3:39 PM
Long George Dry ice demand up, KGB earnings up up?!

https://klse.i3investor.com/blogs/Investment_Ideas/2020-11-11-story-h1536369605-Kelington_Group_Berhad_KGB_Vaccine_to_Boost_Dry_Ice_Demand_TP_RM1_92.jsp
11/11/2020 9:24 AM
hockmenglai Share price also up up!!
11/11/2020 10:01 AM
Long George 跑赢大市 :D :D :D

https://www.chinapress.com.my/20201110/%e2%97%a4%e8%b0%88%e8%82%a1%e8%ae%ba%e5%b8%82%e2%97%a2%e6%bd%9c%e5%9c%a8%e7%9b%88%e5%88%a9%e9%81%ad%e4%bd%8e%e4%bc%b0-%e7%a7%91%e8%89%ba%e6%9c%ac%e7%9b%8a%e6%af%94%e5%ba%94%e6%9b%b4%e9%ab%98/
11/11/2020 11:06 AM
ShadowSlaYer @rururunnn bro, hope you quit smoking and start buying. I also chase chase chase~
11/11/2020 11:25 AM
nich0las Reply to "Medical workers must wear gloves to inject vaccines and to test coronavirus - Koon Yew Yin" article.
It's right. But after all getting well, who need more glove? Is it KYY need it only? Don't misslead investor. You are not professor.
11/11/2020 5:12 PM
ShadowSlaYer 制药公司辉瑞(Pfizer)宣布了可行的新冠肺炎候选疫苗,有利于许多市场业者,包括可能从干冰需求激增中获益的科艺集团(Kelington Group Bhd)。

NBC News报道,由于候选疫苗正在研制中,干冰正面临研制疫苗的制药公司需求增加,以及送餐服务的使用提高。

肯纳格研究分析员Samuel Tan今日在报告中写道:“科艺集团在莎阿南有一座干冰厂,可从需求激增中受益。” 他说,疫苗面世为经济全面重启铺路,这也促进科艺集团超高纯度(UHP)安装工程业务。该集团主要为电子与半导体行业提供超高纯度气体输送解决方案。

肯纳格维持该股的“超越大市”评级,目标价1.92令吉不变。

https://www.theedgemarkets.com/article/%E8%82%AF%E7%BA%B3%E6%A0%BC%EF%BC%9A%E6%96%B0%E5%86%A0%E7%96%AB%E8%8B%97%E9%9D%A2%E4%B8%96%E6%96%99%E5%88%BA%E6%BF%80%E5%B9%B2%E5%86%B0%E9%9C%80%E6%B1%82-%E6%9C%89%E5%88%A9%E4%BA%8E%E7%A7%91%E8%89%BA%E9%9B%86%E5%9B%A2
11/11/2020 6:36 PM
PeacefulWarrior https://www.techtimes.com/articles/254070/20201111/pfizers-powder-covid-19-vaccine-available-2021-freezing-refrigeration-needed.htm
12/11/2020 9:39 AM
foo (吉隆坡9日讯)《2021年财政预算案》带来的利好消息,分析员均认为,建筑领域是预算案的最大赢家。政府明年拨出的发展开销按年增加190亿令吉或38%,至690亿令吉。政府也同时表明,会重启大型基础设施项目,包括第3捷运计划等。另外,泛婆罗洲大道、新山至金马士双轨火车铁路项目等也获得延续。肯纳格分析员认为,建筑业将因此挥别颓势,成为各行业中最大赢家。
银河联昌证券分析员认为,铁路项目的承包商会是长期受益者。
艾芬黄氏资本分析员亦有相同看法,说政府恢复第3捷运计划、隆新高铁项目(HSR),有助扩大承包商手上订单。他补充,这利好消息下的潜在受惠公司计有HSS工程(HSSEB,0185,主板工业股)、金务大(GAMUDA,5398,主板建筑股)、马资源(MRCB,1651,主板产业股) 、怡保工程( I J M ,3336,主板建筑股)、双威建筑集团(SUNCON,5263,主板建筑股)、WCT控股(W C T,9 6 7 9,主板建筑股)及杨忠礼机构(Y T L,4 6 7 7,主板公用股)。
肯纳格投行分析员补充,沙巴和砂拉越明年分别获得51亿和49亿令吉拨款,用来发展道路和水电等设施也有望从中受惠。另一方面,政府没有如市场预料般向4大手套厂征收暴利税,而是要求相关公司捐献合计4亿令吉,供政府购买疫苗和医疗设备。
另一边厢,政府明年将拨款10亿令吉,推动国内高附加价值科技领域的研究和发展活动,受惠的工业区有槟城峇都加湾、吉打居林科技园区内的航天和电子领域。
大众投行分析员认为,阁代科技(GREATEC,0208,创业板)可从该措施获利,因阁代科技在上述两科技园区内均有厂房。分析员补充,基于政府拨款1亿5000万令吉支持中小企业,迈向数码科技,维毅集团(ISTONE,0209,创业板)、MMS创投(MMSV,0113,主板科技股)、腾达科技(PENTA,7160,主板科技股)和伟特科技(V I T R O X,0097,主板科技股)这些自动化解决方案供应商,会是受惠公司。
12/11/2020 6:41 PM
DannyArcher We don't have such thing in the country, this means KGB also dont have lah. Simply goreng. KGB is just dry ice for dead bodies and ice cream. Need special freezer. Walao eh, simply goreng without thinking. Sell now


-----------------------------------------------

Vaccine’s cold storage dilemma

PETALING JAYA: It’s possibly a gamechanger in the fight against Covid-19 but health experts have pointed out the logistical challenges in obtaining the Pfizer vaccine.

These experts said the cold storage requirements of the vaccine would be a logistical challenge for Malaysia.

The pharmaceutical giant’s vaccine uses the messenger RNA technology that requires the vaccine to be kept at -70°C and below.

Universiti Malaya epidemiologist Prof Datuk Dr Awang Bulgiba Awang Mahmud said the storage of such a vaccine in large quantities even in big towns in Malaysia would be a challenge as -70°C freezers were not easily available.

“For remote clinics in Sabah and Sarawak, this is going to be an even bigger challenge as getting the supplies to the clinics already takes quite a long time, what more to store it for use afterwards, ” he said when contacted.

A report in Time explained that the freezer in most home kitchens could be as low as -20°C.

“Pfizer’s promising Covid-19 vaccine, by contrast, must be stored at about -70°C – a temperature cold enough to harden ice cream into a spoon-breaking block of ice, and that only specialised freezers can produce, ” the report said, quoting Paula Cannon, an associate professor from the University of Southern California.

Dr Awang Bulgiba noted that -80°C freezers were available in university and research labs to store research bio samples.

However, he said that such storage capacity was not found in community clinics as it was expensive to purchase, uses a lot of electricity and was unnecessary for the usual cold chain that community clinics maintain for vaccines.

“Pfizer claims that the vaccine can be distributed in special containers which utilise dry ice to keep temperatures low but that is not a viable solution for long-term storage and to distribute such vaccines, ” he said.

Dr Awang Bulgiba also raised concerns for the future use of those special freezers once the vaccines have been administered.

Pfizer’s announcement that its experimental vaccine with German partner BioNTech had been 90% effective based on initial trial results generated world headlines last week.

Health director-general Tan Sri Dr Noor Hisham Abdullah told reporters last Tuesday that Malaysia would adopt a wait-and-see stance.

He acknowledged the logistics issues, saying: “This is an ongoing logistics evaluation.

That’s why it is important for us to review the phase three clinical trial data before we make any commitment.”

Universiti Malaya virologist Prof Dr Sazaly Abu Bakar, when contacted, said if the Pfizer vaccine was purchased by the government, then logistical issues must be addressed.

“We have to figure out how to store and deliver it, especially to the end user, because it has to be maintained at -70°C.

“To maintain the cold temperature, it is beyond the usual cold chain that we know, ” he said.

Dr Sazaly said buying the vaccine came with the cost of the entire logistical chain of transporting the vaccines here.

As such, he doubted that the government’s allocation of RM3bil would be enough.

“That (the RM3bil) is just the price of the vaccine, it does not include the price of storage, transport and delivery.

“But I believe, as time goes by, more vaccines will become available and with competition, perhaps it will drive down prices. Other technologies will also not require vaccines to be stored in that kind of temperature, ” he said.

Dr Sazaly said that that there is still a long way for the government to make a decision on which vaccine to purchase, noting that Pfizer’s vaccine trial was “not over yet” and was merely a peek into its current status.

Universiti Putra Malaysia medical epidemiologist Assoc Prof Dr Malina Osman concurred that the main concern of Pfizer’s vaccine was at the transportation level from the manufacturer till the end user due to its cold storage requirements.

“It is relatively difficult to maintain temperatures as low as -70° C throughout the transportation phase. It is well known that any transportation of any product is subjected to the probability of time delay, humidity, human factors, technical limitation and the weather, ” she said.

However, Dr Malina was confident that the country will be able to provide a storage system within the suggested temperature range.


https://webcache.googleusercontent.com/search?q=cache:88VUYpS1F5EJ:https://www.thestar.com.my/news/nation/2020/11/15/vaccines-cold-storage-dilemma+&cd=1&hl=en&ct=clnk&gl=my&client=firefox-b-d
15/11/2020 10:57 AM
Long George Still cheap at 19.9x Fwd.

https://klse.i3investor.com/blogs/Investment_Ideas/2020-11-16-story-h1536435046-Kelington_Group_Berhad_KGB_All_Stars_Aligned_TP_RM1_92.jsp
16/11/2020 8:56 AM
btuscy Buy, after lunch fly again
16/11/2020 1:56 PM
gohkimhock Moderna vaccine doesn't need dry ice. Normal refrigerator will do.
17/11/2020 9:22 AM
ShadowSlaYer Cheap sale now. RM2.00 by year end. go go go ~

Kenanga Investment Bank research believes Kelington Group Bhd remains cheaply valued despite a 28% rally over the past one week.

The research house, which has an "outperform" recommendation on the stock said the stock is still cheap at FY21 price-earnings of 19.9x versus peers' average of 30-58x.

Kenanga has kept its target price of RM1.92 on the counter.

The group has been working with pharmaceutical companies since 2-3 months back to understand the requirements of using dry ice to store Covid-19 vaccines.

"Apart from supplying their own dry ice, other dry ice manufacturer in Malaysia also have to source liquid CO2 from KGB, as there are only two players locally (Linde and KGB) due to the high barrier of entry."

Meanwhile, Semiconductor Manufacturing International Corp (SMIC) has hinted of more UHP-related job awards to Kelington due to an imminent wafer shortage

SMIC recently reported 123% YoY jump in profit on 33% increase in revenue for 3QCY20, marking a new high. SMIC’s current utilisation rate is at 100% and it is guiding momentum to remain strong going into 1H 2021.

https://www.thestar.com.my/business/business-news/2020/11/16/kelington...
17/11/2020 9:52 AM
Nepo omg..cut loss
17/11/2020 2:43 PM
growth_investor ??? just drop a few cents then shouting cut loss ???
17/11/2020 3:24 PM
lsv1977final it shoot up soon
18/11/2020 10:16 AM
Nepo Awaiting for QR out..
I think don't bet for QR result..
Meantime why director keep selling..
18/11/2020 11:53 AM
thesteward Tomolo hope new high
18/11/2020 10:53 PM
thesteward Vaccine need need ice cold packs
18/11/2020 10:53 PM
thesteward Dry ice
18/11/2020 10:54 PM
dawchok Bought more KGB at 1.55.
19/11/2020 3:16 PM
NPRA1985 EU says 2 Covid-19 vaccines could be approved this year

https://www.freemalaysiatoday.com/category/world/2020/11/20/eu-says-2-covid-19-vaccines-could-be-approved-this-year/
20/11/2020 2:45 PM
Long George The world's now scrambling for dry ice.

https://edition.cnn.com/2020/11/21/world/coronavirus-vaccine-dry-ice-intl/index.html
21/11/2020 4:52 PM
NPRA1985 Post removed. Why?
23/11/2020 1:51 PM
nitetrader Top up more
24/11/2020 10:36 AM