Highlights
KLSE: KOBAY (6971)       KOBAY TECHNOLOGY BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
1.98   -0.08 (3.88%)  1.97 - 2.02  31,000
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Financials


Market Cap: 202 Million

Market Cap 202 Million
NOSH 102 Million

Latest Audited Result:  30-Jun-2019

Latest Audited Result: 30-Jun-2019
Announcement Date 29-Oct-2019
Next Audited Result: 30-Jun-2020
Est. Ann. Date: 29-Oct-2020
Est. Ann. Due Date: 27-Dec-2020

Latest Quarter:  31-Mar-2020 [#3]

Latest Quarter: 31-Mar-2020 [#3]
Announcement Date 28-May-2020
Next Quarter: 30-Jun-2020
Est. Ann. Date: 23-Aug-2020
Est. Ann. Due Date: 29-Aug-2020
QoQ | YoY   -7.00%  |    39.61%

Annual (Unaudited) ( EPS: 18.27, P/E: 10.84 )

Revenue | NP to SH 169,127  |  18,657
RPS | P/RPS 165.64 Cent  |  1.20
EPS | P/E | EY 18.27 Cent  |  10.84  |  9.23%
DPS | DY | Payout % 3.00 Cent  |  1.52%  |  16.42%
NAPS | P/NAPS 1.74  |  1.14
YoY   41.51%
NP Margin | ROE 11.11%  |  10.50%
F.Y. | Ann. Date 30-Jun-2019  |  23-Aug-2019

T4Q Result ( EPS: 22.11, P/E: 8.96 )

Revenue | NP to SH 198,726  |  22,572
RPS | P/RPS 194.63 Cent  |  1.02
EPS | P/E | EY 22.11 Cent  |  8.96  |  11.17%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 1.88  |  1.05
QoQ | YoY   8.82%  |    17.12%
NP Margin | ROE 11.46%  |  11.76%
F.Y. | Ann. Date 31-Mar-2020  |  28-May-2020

Annualized Result ( EPS: 23.11, P/E: 8.57 )

Revenue | NP to SH 198,632  |  23,598
RPS | P/RPS 194.54 Cent  |  1.02
EPS | P/E | EY 23.11 Cent  |  8.57  |  11.67%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   4.86%  |    28.39%
NP Margin | ROE 11.99%  |  12.29%
F.Y. | Ann. Date 31-Mar-2020  |  28-May-2020




Show?  YoY % Horiz. %

Last 10 FY Result
AQR T4Q 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 30/06/13 30/06/12 30/06/11 30/06/10 CAGR
Revenue 198,632 198,726 169,127 156,612 125,430 104,750 113,919 96,423 91,165 98,263 111,216 79,792 8.70%
  YoY % -0.05% 17.50% 7.99% 24.86% 19.74% -8.05% 18.15% 5.77% -7.22% -11.65% 39.38% -
  Horiz. % 248.94% 249.06% 211.96% 196.28% 157.20% 131.28% 142.77% 120.84% 114.25% 123.15% 139.38% 100.00%
PBT 33,736 32,336 25,179 18,859 7,627 7,580 14,185 13,063 1,736 3,923 12,883 5,521 18.35%
  YoY % 4.33% 28.42% 33.51% 147.27% 0.62% -46.56% 8.59% 652.48% -55.75% -69.55% 133.35% -
  Horiz. % 611.05% 585.69% 456.06% 341.59% 138.15% 137.29% 256.93% 236.61% 31.44% 71.06% 233.35% 100.00%
Tax -9,918 -9,569 -6,384 -5,466 -2,765 -2,603 -3,157 -1,200 -1,191 -2,629 -3,101 -1,414 18.22%
  YoY % -3.65% -49.89% -16.79% -97.69% -6.22% 17.55% -163.08% -0.76% 54.70% 15.22% -119.31% -
  Horiz. % 701.46% 676.73% 451.49% 386.56% 195.54% 184.09% 223.27% 84.87% 84.23% 185.93% 219.31% 100.00%
NP 23,817 22,767 18,795 13,393 4,862 4,977 11,028 11,863 545 1,294 9,782 4,107 18.40%
  YoY % 4.61% 21.13% 40.33% 175.46% -2.31% -54.87% -7.04% 2,076.70% -57.88% -86.77% 138.18% -
  Horiz. % 579.92% 554.35% 457.63% 326.10% 118.38% 121.18% 268.52% 288.85% 13.27% 31.51% 238.18% 100.00%
NP to SH 23,598 22,572 18,657 13,184 4,739 4,458 10,636 11,681 -549 -1,291 6,553 1,411 33.20%
  YoY % 4.55% 20.98% 41.51% 178.20% 6.30% -58.09% -8.95% 2,227.69% 57.47% -119.70% 364.42% -
  Horiz. % 1,672.48% 1,599.72% 1,322.25% 934.37% 335.86% 315.95% 753.79% 827.85% -38.91% -91.50% 464.42% 100.00%
Tax Rate 29.40 % 29.59 % 25.35 % 28.98 % 36.25 % 34.34 % 22.26 % 9.19 % 68.61 % 67.02 % 24.07 % 25.61 % -0.11%
  YoY % -0.64% 16.73% -12.53% -20.06% 5.56% 54.27% 142.22% -86.61% 2.37% 178.44% -6.01% -
  Horiz. % 114.80% 115.54% 98.98% 113.16% 141.55% 134.09% 86.92% 35.88% 267.90% 261.69% 93.99% 100.00%
Total Cost 174,814 175,959 150,332 143,219 120,568 99,773 102,891 84,560 90,620 96,969 101,434 75,685 7.92%
  YoY % -0.65% 17.05% 4.97% 18.79% 20.84% -3.03% 21.68% -6.69% -6.55% -4.40% 34.02% -
  Horiz. % 230.98% 232.49% 198.63% 189.23% 159.30% 131.83% 135.95% 111.73% 119.73% 128.12% 134.02% 100.00%
Net Worth 191,955 191,955 177,660 158,186 145,829 140,478 136,753 129,297 117,853 109,216 111,838 105,821 5.92%
  YoY % 0.00% 8.05% 12.31% 8.47% 3.81% 2.72% 5.77% 9.71% 7.91% -2.34% 5.69% -
  Horiz. % 181.40% 181.40% 167.89% 149.49% 137.81% 132.75% 129.23% 122.18% 111.37% 103.21% 105.69% 100.00%
Dividend
AQR T4Q 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 30/06/13 30/06/12 30/06/11 30/06/10 CAGR
Div - 0 3,063 - - - 2,020 2,020 - - 1,347 1,011 13.10%
  YoY % 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.04% 0.00% 0.00% 0.00% 33.27% -
  Horiz. % 0.00% 0.00% 302.97% 0.00% 0.00% 0.00% 199.89% 199.82% 0.00% 0.00% 133.27% 100.00%
Div Payout % - % - % 16.42 % - % - % - % 19.00 % 17.30 % - % - % 20.56 % 71.65 % -15.09%
  YoY % 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 9.83% 0.00% 0.00% 0.00% -71.30% -
  Horiz. % 0.00% 0.00% 22.92% 0.00% 0.00% 0.00% 26.52% 24.15% 0.00% 0.00% 28.70% 100.00%
Equity
AQR T4Q 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 30/06/13 30/06/12 30/06/11 30/06/10 CAGR
Net Worth 191,955 191,955 177,660 158,186 145,829 140,478 136,753 129,297 117,853 109,216 111,838 105,821 5.92%
  YoY % 0.00% 8.05% 12.31% 8.47% 3.81% 2.72% 5.77% 9.71% 7.91% -2.34% 5.69% -
  Horiz. % 181.40% 181.40% 167.89% 149.49% 137.81% 132.75% 129.23% 122.18% 111.37% 103.21% 105.69% 100.00%
NOSH 102,104 102,104 102,104 102,056 101,979 67,863 67,366 67,342 66,962 67,417 67,372 67,401 4.72%
  YoY % 0.00% 0.00% 0.05% 0.08% 50.27% 0.74% 0.04% 0.57% -0.68% 0.07% -0.04% -
  Horiz. % 151.49% 151.49% 151.49% 151.41% 151.30% 100.69% 99.95% 99.91% 99.35% 100.02% 99.96% 100.00%
Ratio Analysis
AQR T4Q 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 30/06/13 30/06/12 30/06/11 30/06/10 CAGR
NP Margin 11.99 % 11.46 % 11.11 % 8.55 % 3.88 % 4.75 % 9.68 % 12.30 % 0.60 % 1.32 % 8.80 % 5.15 % 8.91%
  YoY % 4.62% 3.15% 29.94% 120.36% -18.32% -50.93% -21.30% 1,950.00% -54.55% -85.00% 70.87% -
  Horiz. % 232.82% 222.52% 215.73% 166.02% 75.34% 92.23% 187.96% 238.83% 11.65% 25.63% 170.87% 100.00%
ROE 12.29 % 11.76 % 10.50 % 8.33 % 3.25 % 3.17 % 7.78 % 9.03 % -0.47 % -1.18 % 5.86 % 1.33 % 25.79%
  YoY % 4.51% 12.00% 26.05% 156.31% 2.52% -59.25% -13.84% 2,021.28% 60.17% -120.14% 340.60% -
  Horiz. % 924.06% 884.21% 789.47% 626.32% 244.36% 238.35% 584.96% 678.95% -35.34% -88.72% 440.60% 100.00%
Per Share
AQR T4Q 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 30/06/13 30/06/12 30/06/11 30/06/10 CAGR
RPS 194.54 194.63 165.64 153.46 123.00 154.35 169.10 143.18 136.14 145.75 165.08 118.38 3.80%
  YoY % -0.05% 17.50% 7.94% 24.76% -20.31% -8.72% 18.10% 5.17% -6.59% -11.71% 39.45% -
  Horiz. % 164.34% 164.41% 139.92% 129.63% 103.90% 130.39% 142.85% 120.95% 115.00% 123.12% 139.45% 100.00%
EPS 23.11 22.11 18.27 12.92 4.65 4.38 15.79 17.34 -0.81 -1.92 9.73 2.09 27.22%
  YoY % 4.52% 21.02% 41.41% 177.85% 6.16% -72.26% -8.94% 2,240.74% 57.81% -119.73% 365.55% -
  Horiz. % 1,105.74% 1,057.89% 874.16% 618.18% 222.49% 209.57% 755.50% 829.67% -38.76% -91.87% 465.55% 100.00%
DPS 0.00 0.00 3.00 0.00 0.00 0.00 3.00 3.00 0.00 0.00 2.00 1.50 8.00%
  YoY % 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 33.33% -
  Horiz. % 0.00% 0.00% 200.00% 0.00% 0.00% 0.00% 200.00% 200.00% 0.00% 0.00% 133.33% 100.00%
NAPS 1.8800 1.8800 1.7400 1.5500 1.4300 2.0700 2.0300 1.9200 1.7600 1.6200 1.6600 1.5700 1.15%
  YoY % 0.00% 8.05% 12.26% 8.39% -30.92% 1.97% 5.73% 9.09% 8.64% -2.41% 5.73% -
  Horiz. % 119.75% 119.75% 110.83% 98.73% 91.08% 131.85% 129.30% 122.29% 112.10% 103.18% 105.73% 100.00%
Adjusted Per Share Value based on latest NOSH - 102,104
AQR T4Q 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 30/06/13 30/06/12 30/06/11 30/06/10 CAGR
RPS 194.54 194.63 165.64 153.38 122.85 102.59 111.57 94.44 89.29 96.24 108.92 78.15 8.70%
  YoY % -0.05% 17.50% 7.99% 24.85% 19.75% -8.05% 18.14% 5.77% -7.22% -11.64% 39.37% -
  Horiz. % 248.93% 249.05% 211.95% 196.26% 157.20% 131.27% 142.76% 120.84% 114.25% 123.15% 139.37% 100.00%
EPS 23.11 22.11 18.27 12.91 4.64 4.37 10.42 11.44 -0.54 -1.26 6.42 1.38 33.22%
  YoY % 4.52% 21.02% 41.52% 178.23% 6.18% -58.06% -8.92% 2,218.52% 57.14% -119.63% 365.22% -
  Horiz. % 1,674.64% 1,602.17% 1,323.91% 935.51% 336.23% 316.67% 755.07% 828.99% -39.13% -91.30% 465.22% 100.00%
DPS 0.00 0.00 3.00 0.00 0.00 0.00 1.98 1.98 0.00 0.00 1.32 0.99 13.10%
  YoY % 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 33.33% -
  Horiz. % 0.00% 0.00% 303.03% 0.00% 0.00% 0.00% 200.00% 200.00% 0.00% 0.00% 133.33% 100.00%
NAPS 1.8800 1.8800 1.7400 1.5493 1.4282 1.3758 1.3394 1.2663 1.1542 1.0697 1.0953 1.0364 5.92%
  YoY % 0.00% 8.05% 12.31% 8.48% 3.81% 2.72% 5.77% 9.71% 7.90% -2.34% 5.68% -
  Horiz. % 181.40% 181.40% 167.89% 149.49% 137.80% 132.75% 129.24% 122.18% 111.37% 103.21% 105.68% 100.00%
Price Multiplier on Financial Quarter End Date
AQR T4Q 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 30/06/13 30/06/12 30/06/11 30/06/10 CAGR
Date AQR T4Q 28/06/19 29/06/18 30/06/17 30/06/16 30/06/15 30/06/14 28/06/13 29/06/12 30/06/11 30/06/10 -
Price 1.4000 1.4000 1.5800 1.0000 1.0300 1.2300 1.1800 1.2000 0.6400 0.8400 0.7700 0.6100 -
P/RPS 0.72 0.72 0.95 0.65 0.84 0.80 0.70 0.84 0.47 0.58 0.47 0.52 6.92%
  YoY % 0.00% -24.21% 46.15% -22.62% 5.00% 14.29% -16.67% 78.72% -18.97% 23.40% -9.62% -
  Horiz. % 138.46% 138.46% 182.69% 125.00% 161.54% 153.85% 134.62% 161.54% 90.38% 111.54% 90.38% 100.00%
P/EPS 6.06 6.33 8.65 7.74 22.16 18.72 7.47 6.92 -78.06 -43.87 7.92 29.14 -12.62%
  YoY % -4.27% -26.82% 11.76% -65.07% 18.38% 150.60% 7.95% 108.86% -77.93% -653.91% -72.82% -
  Horiz. % 20.80% 21.72% 29.68% 26.56% 76.05% 64.24% 25.63% 23.75% -267.88% -150.55% 27.18% 100.00%
EY 16.51 15.79 11.56 12.92 4.51 5.34 13.38 14.45 -1.28 -2.28 12.63 3.43 14.44%
  YoY % 4.56% 36.59% -10.53% 186.47% -15.54% -60.09% -7.40% 1,228.91% 43.86% -118.05% 268.22% -
  Horiz. % 481.34% 460.35% 337.03% 376.68% 131.49% 155.69% 390.09% 421.28% -37.32% -66.47% 368.22% 100.00%
DY 0.00 0.00 1.90 0.00 0.00 0.00 2.54 2.50 0.00 0.00 2.60 2.46 -2.83%
  YoY % 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 1.60% 0.00% 0.00% 0.00% 5.69% -
  Horiz. % 0.00% 0.00% 77.24% 0.00% 0.00% 0.00% 103.25% 101.63% 0.00% 0.00% 105.69% 100.00%
P/NAPS 0.74 0.74 0.91 0.65 0.72 0.59 0.58 0.63 0.36 0.52 0.46 0.39 9.87%
  YoY % 0.00% -18.68% 40.00% -9.72% 22.03% 1.72% -7.94% 75.00% -30.77% 13.04% 17.95% -
  Horiz. % 189.74% 189.74% 233.33% 166.67% 184.62% 151.28% 148.72% 161.54% 92.31% 133.33% 117.95% 100.00%
Price Multiplier on Announcement Date
AQR T4Q 30/06/19 30/06/18 30/06/17 30/06/16 30/06/15 30/06/14 30/06/13 30/06/12 30/06/11 30/06/10 CAGR
Date AQR T4Q 23/08/19 24/08/18 30/08/17 24/08/16 27/08/15 25/08/14 23/08/13 30/08/12 26/08/11 26/08/10 -
Price 1.8800 1.8800 1.7300 1.2700 0.8300 1.2500 0.9600 1.1100 0.6550 0.7500 0.7400 0.6300 -
P/RPS 0.97 0.97 1.04 0.83 0.67 0.81 0.57 0.78 0.48 0.51 0.45 0.53 7.77%
  YoY % 0.00% -6.73% 25.30% 23.88% -17.28% 42.11% -26.92% 62.50% -5.88% 13.33% -15.09% -
  Horiz. % 183.02% 183.02% 196.23% 156.60% 126.42% 152.83% 107.55% 147.17% 90.57% 96.23% 84.91% 100.00%
P/EPS 8.13 8.50 9.47 9.83 17.86 19.03 6.08 6.40 -79.89 -39.17 7.61 30.09 -12.05%
  YoY % -4.35% -10.24% -3.66% -44.96% -6.15% 212.99% -5.00% 108.01% -103.96% -614.72% -74.71% -
  Horiz. % 27.02% 28.25% 31.47% 32.67% 59.36% 63.24% 20.21% 21.27% -265.50% -130.18% 25.29% 100.00%
EY 12.29 11.76 10.56 10.17 5.60 5.26 16.45 15.63 -1.25 -2.55 13.14 3.32 13.71%
  YoY % 4.51% 11.36% 3.83% 81.61% 6.46% -68.02% 5.25% 1,350.40% 50.98% -119.41% 295.78% -
  Horiz. % 370.18% 354.22% 318.07% 306.33% 168.67% 158.43% 495.48% 470.78% -37.65% -76.81% 395.78% 100.00%
DY 0.00 0.00 1.73 0.00 0.00 0.00 3.13 2.70 0.00 0.00 2.70 2.38 -3.48%
  YoY % 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 15.93% 0.00% 0.00% 0.00% 13.45% -
  Horiz. % 0.00% 0.00% 72.69% 0.00% 0.00% 0.00% 131.51% 113.45% 0.00% 0.00% 113.45% 100.00%
P/NAPS 1.00 1.00 0.99 0.82 0.58 0.60 0.47 0.58 0.37 0.46 0.45 0.40 10.59%
  YoY % 0.00% 1.01% 20.73% 41.38% -3.33% 27.66% -18.97% 56.76% -19.57% 2.22% 12.50% -
  Horiz. % 250.00% 250.00% 247.50% 205.00% 145.00% 150.00% 117.50% 145.00% 92.50% 115.00% 112.50% 100.00%

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.


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  2 people like this.
 
value88 But of course the condition is Kobay must show growth in its revenue and earnings just like UWC and FoundPac did. I believe Kobay can achieve that in FY2020 riding on the recovery of semiconductor industry.
08/02/2020 10:05 AM
blackchicken https://www.nst.com.my/news/nation/2020/02/564524/japan-offers-malaysia-new-frontier-space-exploration

TOKYO: Japan is ready to take Malaysia to a new frontier in space exploration and technology, via collaborative initiatives.

Japan Aerospace Exploration Agency (JAXA) international relations and research department director Yoshikazu Shoji said Malaysia already has a head start by having its first astronaut flown to the International Space Station (ISS); its involvement in the Malaysia East Asia Satellite (Measat) and micro-satellite programme; and aviation and aerospace industries.

"With Malaysia's experience in these sectors and the decades-old strong bilateral relationship between both countries, I reckon Malaysia can forge ahead in space science and beyond.
12/02/2020 11:26 AM
cefiro22 Kobay with PE just under 10 looks like a good bet at below 1.90
17/02/2020 6:39 PM
Icon8888 Can this be the Super star of 2020 ?
18/02/2020 8:28 AM
Icon8888 Strong earning, right industry (Semicon), Low PE, Low liquidity

Powder keg for Big Bang in share price
18/02/2020 8:30 AM
lls9988 too low liquidity, so hard to buy
20/02/2020 10:35 AM
Icon8888 YES !!!! YES YES YES !!!!!

EPS of 6.8 sen per quarter !!!!!
26/02/2020 5:24 PM
value88 Fantastic earnings. In fact, last quarter would have shown similarly good earnings result if not dragged down by its property segment's one-off loss.
26/02/2020 6:14 PM
value88 I suppose year 2020 will be a better year for Kobay as semiconductor industry will perform better in 2020 than 2019, with the exception in Q1'20 which may be dragged down by Covid-19 epidemic.

Kobay's result is a stream in the desert, after portfolio being beaten down by black swans in past 2 months.
26/02/2020 6:17 PM
Icon8888 Easily 250 in next three months
26/02/2020 6:58 PM
value88 My calculation shows the min fair value is RM2.59 per share, and that is the minimum fair value.
The higher fair value would depend on what PE multiple the market is willing to give to Kobay.

Kobay is in the same industry, i.e. precision component, tooling and metal fabrication, as UWC and FPGroup. If one looks at their PE multiple and compare with Kobay's, u can see how much Kobay can go up in stock price if it can get PE multiple closer to its peers.
26/02/2020 10:28 PM
Icon8888 27 Sen EPS , 20 times PE

Fair value RM5.40
26/02/2020 10:44 PM
Mkfarmer Kobay have lower PE multiple probably because of lower ROE. Almost all profit are coming from manufacturing, but big part of equities are for the property development. If exclude property development section, the ROE is actuary quite high. For me, the assets in property development form a layer of safety for Kobay, but some investors view it otherwise.
27/02/2020 12:27 AM
Icon8888 You lack independent thinking and self confidence

You are assuming market is correct all the time

You are assuming that market is consciously pricing kobay at such Low level

Market misprices kobay, and you try to justify for it as though market is right

The correct thing to do is to lead the market by promoting and explaining to the unawared investors

When kobay goes to RM3.00, your “Low ROE hence deserves Low valuation” theory will look silly and lack of self confidence and vision
27/02/2020 7:24 AM
Icon8888 Kobay can become RM4 within two years
27/02/2020 7:33 AM
Mkfarmer Promoting a stock can only push up the price temporarily. Investors are smarter than you. May be you want to sell it now?

Another reason for the low PE is because of low dividend. 3 cents only out of 18 cents profit. Really kiam siap.
27/02/2020 9:25 AM
Icon8888 Selling ?

Just bought some this morning
27/02/2020 4:28 PM
cefiro22 ...dont understand ..it opened at 2.00 , then q at 1.86 x 8lots n thown to me at 15.09...why?
27/02/2020 4:58 PM
Icon8888 This stock is in iCapital portfolio

Study his annual report
27/02/2020 5:30 PM
Stock Wizard (know yourself) market is bad , no gut to enter , will buy this someday
27/02/2020 5:38 PM
Icon8888 Busy collecting at 2
28/02/2020 9:23 AM
Mkfarmer Icon, if share price reached RM3.00, it will not disprove "Low ROE hence deserves Low valuation", because the latest quarter's ROE is quite high, 3.67%. If you want to argue, please argue with logic.
28/02/2020 8:50 PM
Icon8888 One day you say Kobay Low ROE one day you say not Low ROE

Which is which ?

____________

Mkfarmer Kobay have lower PE multiple probably because of lower ROE. Almost all profit are coming from manufacturing, but big part of equities are for the property development. If exclude property development section, the ROE is actuary quite high. For me, the assets in property development form a layer of safety for Kobay, but some investors view it otherwise.
27/02/2020 12:27 AM
28/02/2020 8:56 PM
Mkfarmer I commented about the relationship between PE and ROE. When I made that comment, latest quarter's ROE just coming out, market has not yet respond to that ROE, there is no related PE to that ROE. So when I said "lower PE multiple probably because of lower ROE", of course I mean the past ROE and PE. I thought this is very obvious?
28/02/2020 9:54 PM
29/02/2020 3:39 PM
Icon8888 https://klse.i3investor.com/blogs/icon8888/2020-03-05-story-h1484718675-_Icon_Kobay_Technology_Growing_From_Strength_To_Strength.jsp
05/03/2020 2:47 PM
Nepo This time Kobay cannot escape from this round depression..
13/03/2020 6:21 AM
Invest_888 Almost all tech stocks go up significantly, time for Kobay to fly.
17/04/2020 11:12 PM
bjbjbj icon888 stuck at 2. gg
21/04/2020 9:13 PM
bwho good counter won't stuck is a matter of time this gems is having low liquidity
22/04/2020 6:15 PM
Invest_888 These 2 weeks share price goes up gradually. Kobay quarterly result will be out soon. The result should be good.
21/05/2020 10:13 AM
PenangInvestor Time to increase the liquidity.
21/05/2020 11:21 AM
King7 The stronger ever Q3.
28/05/2020 8:54 PM
khuen the result was for 2 months back, i doubt the future results will adversely affected due to its involved market of aerospace, oil and gas, property remained terrible.
28/05/2020 11:20 PM
mf Oil dips on surprise U.S. inventory build
28/05/2020 11:20 PM
PenangInvestor Steady grow. Too low profile & liquidity.
29/05/2020 8:57 AM
King7 Khuen.... u mean their business like selling egg on pasar malam? Order / production can happened in short term 2 months???

Telur 2 biji. Bursa 101 .
‐-----------‐-------------'zzzzz
khuen the result was for 2 months back, i doubt the future results will adversely affected due to its involved market of aerospace, oil and gas, property remained terrible.

28/05/2020 11:20 PM
29/05/2020 9:08 AM
Invest_888 Kobay quarterly financial result is really better than expected. Many stock buyers thought
DUFU is the best earning Tech company with 5.5 cents. Kobay earns 6.3 cents. Now, Kobay beats DUFU. Dufu share price is RM4.96. Kobay share price is close to RM2.00. Why don't buy Kobay instead of Dufu.
29/05/2020 3:52 PM
PenangInvestor Should compared with UWC, they have same business & customers.
29/05/2020 5:09 PM
Drsnazzy this stock is the real kobay beef of technology sector
03/07/2020 2:53 PM
mbge7clt raw gem
10/07/2020 1:38 PM
mbge7clt finally this tech stock moving
15/07/2020 8:53 PM
gemfinder if move, I wil limit up.... watch out
22/07/2020 5:01 PM
Junior25 Something brewing?
27/07/2020 10:12 AM
PenangInvestor thick soup (low liquidity) ..need dilution
27/07/2020 10:43 AM
Drsnazzy Good stocks but too low liquidity.
27/07/2020 7:49 PM
mbge7clt engine start, enter more before kena goreng
28/07/2020 5:10 PM
zen_2k DUFU just sharesplit but KOBAY still dropping. Why management dw add liquidity
04/08/2020 12:58 AM
vizione888 Tomorrow limit up coming
04/08/2020 5:40 PM
vizione888 Last call!
05/08/2020 10:07 AM