Highlights
KLSE: KOBAY (6971)       KOBAY TECHNOLOGY BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
1.84   -0.01 (0.54%)  1.82 - 1.85  50,600
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Financials


Market Cap: 188 Million

Market Cap 188 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: 10.07 )

Revenue | NP to SH 169,127  |  18,657
RPS | P/RPS 165.64 Cent  |  1.11
EPS | P/E | EY 18.27 Cent  |  10.07  |  9.93%
DPS | DY | Payout % 3.00 Cent  |  1.63%  |  16.42%
NAPS | P/NAPS 1.74  |  1.06
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: 8.32 )

Revenue | NP to SH 198,726  |  22,572
RPS | P/RPS 194.63 Cent  |  0.95
EPS | P/E | EY 22.11 Cent  |  8.32  |  12.01%
DPS | DY | Payout % 0.00 Cent  |  0.00%  |  - %
NAPS | P/NAPS 1.88  |  0.98
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: 7.96 )

Revenue | NP to SH 198,632  |  23,598
RPS | P/RPS 194.54 Cent  |  0.95
EPS | P/E | EY 23.11 Cent  |  7.96  |  12.56%
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


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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
30-Jun-2020 28-May-2020 31-Mar-2020 3 48,089 8,806 6,482 6,447 - 191,955 - % 13.48% 3.36% 102,104 47.10 47.10 6.31 6.31 0.00 0.00 1.8800 1.88   -7.00%   39.61% 31-Mar-2020 1.40 2.97 22.17 0.74 4.51% 0.00% 28-May-2020 1.88 3.99 29.77 1.00 3.36% 0.00%
30-Jun-2020 26-Feb-2020 31-Dec-2019 2 49,939 9,860 7,006 6,932 - 188,892 - % 14.03% 3.67% 102,104 48.91 48.91 6.79 6.79 0.00 0.00 1.8500 1.85   60.43%   34.29% 31-Dec-2019 1.80 3.68 26.51 0.97 3.77% 0.00% 26-Feb-2020 1.86 3.80 27.40 1.01 3.65% 0.00%
30-Jun-2020 22-Nov-2019 30-Sep-2019 1 50,946 6,638 4,376 4,321 - 181,745 - % 8.59% 2.38% 102,104 49.90 49.90 4.23 4.23 0.00 0.00 1.7800 1.78   -11.31%   7.89% 30-Sep-2019 1.55 3.11 36.63 0.87 2.73% 0.00% 22-Nov-2019 1.58 3.17 37.33 0.89 2.68% 0.00%
30-Jun-2019 23-Aug-2019 30-Jun-2019 4 49,752 7,032 4,903 4,872 - 177,660 - % 9.85% 2.74% 102,104 48.73 48.73 4.77 4.77 0.00 0.00 1.7400 1.74   5.50%   -11.21% 28-Jun-2019 1.58 3.24 33.11 0.91 3.02% 0.00% 23-Aug-2019 1.73 3.55 36.26 0.99 2.76% 0.00%
30-Jun-2019 17-May-2019 31-Mar-2019 3 38,704 5,871 4,651 4,618 - 172,555 - % 12.02% 2.68% 102,104 37.91 37.91 4.52 4.52 0.00 0.00 1.6900 1.69   -10.54%   314.54% 29-Mar-2019 1.40 3.69 30.95 0.83 3.23% 0.00% 17-May-2019 1.43 3.77 31.62 0.85 3.16% 0.00%
30-Jun-2019 15-Feb-2019 31-Dec-2018 2 43,704 6,689 5,199 5,162 - 167,450 - % 11.90% 3.08% 102,104 42.80 42.80 5.06 5.06 0.00 0.00 1.6400 1.64   28.89%   13.55% 31-Dec-2018 1.30 3.04 25.71 0.79 3.89% 0.00% 15-Feb-2019 1.45 3.39 28.68 0.88 3.49% 0.00%
30-Jun-2019 22-Nov-2018 30-Sep-2018 1 36,967 5,588 4,043 4,005 - 162,345 - % 10.94% 2.47% 102,104 36.21 36.21 3.92 3.92 0.00 0.00 1.5900 1.59   -27.01%   96.61% 28-Sep-2018 1.51 4.17 38.50 0.95 2.60% 0.00% 22-Nov-2018 1.48 4.09 37.73 0.93 2.65% 0.00%
30-Jun-2018 24-Aug-2018 30-Jun-2018 4 44,422 7,446 5,561 5,487 - 158,186 - % 12.52% 3.47% 102,056 43.53 43.51 5.38 5.37 0.00 0.00 1.5500 1.55   392.55%   367.77% 29-Jun-2018 1.00 2.30 18.60 0.65 5.38% 0.00% 24-Aug-2018 1.27 2.92 23.62 0.82 4.23% 0.00%
30-Jun-2018 25-May-2018 31-Mar-2018 3 37,064 2,161 1,158 1,114 - 153,066 - % 3.12% 0.73% 102,044 36.32 36.30 1.09 1.09 0.00 0.00 1.5000 1.50   -75.49%   -48.14% 30-Mar-2018 0.945 2.60 86.56 0.63 1.16% 0.00% 25-May-2018 1.05 2.89 96.18 0.70 1.04% 0.00%
30-Jun-2018 23-Feb-2018 31-Dec-2017 2 41,322 5,882 4,594 4,546 - 152,038 - % 11.12% 2.99% 102,039 40.50 40.47 4.45 4.45 0.00 0.00 1.4900 1.49   123.17%   522.74% 29-Dec-2017 0.865 2.14 19.42 0.58 5.15% 0.00% 23-Feb-2018 0.83 2.05 18.63 0.56 5.37% 0.00%
30-Jun-2018 29-Nov-2017 30-Sep-2017 1 33,804 3,370 2,080 2,037 - 147,956 - % 6.15% 1.38% 102,039 33.13 33.11 2.00 2.00 0.00 0.00 1.4500 1.45   73.66%   196.51% 29-Sep-2017 0.84 2.54 42.08 0.58 2.38% 0.00% 29-Nov-2017 0.90 2.72 45.08 0.62 2.22% 0.00%
30-Jun-2017 30-Aug-2017 30-Jun-2017 4 38,591 1,692 1,203 1,173 - 145,829 - % 3.12% 0.80% 101,979 37.84 37.80 1.15 1.15 0.00 0.00 1.4300 1.43   -45.39%   -45.24% 30-Jun-2017 1.03 2.72 89.55 0.72 1.12% 0.00% 30-Aug-2017 0.83 2.19 72.16 0.58 1.39% 0.00%
30-Jun-2017 26-May-2017 31-Mar-2017 3 31,116 2,840 2,168 2,148 - 79,325 - % 6.97% 2.71% 79,325 39.23 30.47 2.11 2.10 0.00 0.00 1.0000 0.78   194.25%   182.49% 31-Mar-2017 0.89 2.27 32.87 0.89 3.04% 0.00% 26-May-2017 1.07 2.73 39.51 1.07 2.53% 0.00%
30-Jun-2017 17-Feb-2017 31-Dec-2016 2 28,359 1,752 758 730 - 95,502 - % 2.67% 0.76% 68,216 41.57 27.77 1.07 0.71 0.00 0.00 1.4000 0.94   6.26%   -65.87% 30-Dec-2016 0.95 2.29 88.77 0.68 1.13% 0.00% 17-Feb-2017 0.915 2.20 85.50 0.65 1.17% 0.00%
30-Jun-2017 28-Nov-2016 30-Sep-2016 1 27,364 1,342 732 687 - 141,481 - % 2.68% 0.49% 68,019 40.23 26.80 1.01 0.67 0.00 0.00 2.0800 1.39   -67.93%   -75.31% 30-Sep-2016 1.18 2.93 116.83 0.57 0.86% 0.00% 28-Nov-2016 1.57 3.90 155.45 0.75 0.64% 0.00%
30-Jun-2016 24-Aug-2016 30-Jun-2016 4 30,655 3,559 2,652 2,142 - 140,347 - % 8.65% 1.53% 67,800 45.21 30.02 2.10 2.10 0.00 0.00 2.0700 1.37   182.26%   -53.03% 30-Jun-2016 1.23 2.72 38.93 0.59 2.57% 0.00% 24-Aug-2016 1.25 2.76 39.57 0.60 2.53% 0.00%
30-Jun-2016 27-May-2016 31-Mar-2016 3 23,032 -2,538 -2,508 -2,604 - 137,659 - % -10.89% -1.89% 67,812 33.96 22.56 -3.84 -2.55 0.00 0.00 2.0300 1.35   -221.74%   -184.46% 31-Mar-2016 1.49 4.39 -38.80 0.73 -2.58% 0.00% 27-May-2016 1.44 4.24 -37.50 0.71 -2.67% 0.00%
30-Jun-2016 25-Feb-2016 31-Dec-2015 2 25,704 3,101 2,162 2,139 - 142,148 - % 8.41% 1.50% 67,689 37.97 25.17 3.16 2.09 0.00 0.00 2.1000 1.39   -23.11%   1.57% 31-Dec-2015 2.16 5.69 68.35 1.03 1.46% 0.00% 25-Feb-2016 1.56 4.11 49.37 0.74 2.03% 0.00%
30-Jun-2016 26-Nov-2015 30-Sep-2015 1 25,359 3,459 2,672 2,782 - 139,436 - % 10.54% 2.00% 67,360 37.65 24.84 4.13 2.72 0.00 0.00 2.0700 1.37   -38.99%   213.64% 30-Sep-2015 1.09 2.90 26.39 0.53 3.79% 0.00% 26-Nov-2015 2.53 6.72 61.26 1.22 1.63% 0.00%
30-Jun-2015 27-Aug-2015 30-Jun-2015 4 27,667 5,545 4,769 4,560 2,021 136,765 44.32% 17.24% 3.33% 67,372 41.07 27.10 6.77 4.47 3.00 1.98 2.0300 1.34   47.91%   302.47% 30-Jun-2015 1.18 2.87 17.43 0.58 5.74% 2.54% 27-Aug-2015 0.96 2.34 14.18 0.47 7.05% 3.13%
30-Jun-2015 26-May-2015 31-Mar-2015 3 32,728 4,436 3,311 3,083 - 133,955 - % 10.12% 2.30% 67,314 48.62 32.05 4.58 3.02 0.00 0.00 1.9900 1.31   46.39%   -53.05% 31-Mar-2015 0.995 2.05 21.72 0.50 4.60% 0.00% 26-May-2015 1.13 2.32 24.67 0.57 4.05% 0.00%
30-Jun-2015 27-Feb-2015 31-Dec-2014 2 28,942 2,942 2,081 2,106 - 132,550 - % 7.19% 1.59% 67,284 43.01 28.35 3.13 2.06 0.00 0.00 1.9700 1.30   137.43%   -35.30% 31-Dec-2014 1.03 2.39 32.91 0.52 3.04% 0.00% 27-Feb-2015 0.975 2.27 31.15 0.49 3.21% 0.00%
30-Jun-2015 23-Oct-2014 30-Sep-2014 1 24,582 1,262 867 887 - 129,690 - % 3.53% 0.68% 67,196 36.58 24.08 1.32 0.87 0.00 0.00 1.9300 1.27   -21.71%   22.51% 30-Sep-2014 1.15 3.14 87.12 0.60 1.15% 0.00% 23-Oct-2014 1.05 2.87 79.55 0.54 1.26% 0.00%
30-Jun-2014 25-Aug-2014 30-Jun-2014 4 25,467 848 1,110 1,133 - 67,238 - % 4.36% 1.69% 67,238 37.88 24.94 1.68 1.11 0.00 0.00 1.0000 0.66   -82.75%   320.86% 30-Jun-2014 1.20 3.17 71.21 1.20 1.40% 0.00% 25-Aug-2014 1.11 2.93 65.87 1.11 1.52% 0.00%
30-Jun-2014 23-May-2014 31-Mar-2014 3 22,468 7,263 6,638 6,567 - 127,972 - % 29.54% 5.13% 67,353 33.36 22.01 9.75 6.43 0.00 0.00 1.9000 1.25   101.75%   26,368.00% 31-Mar-2014 0.80 2.40 8.21 0.42 12.19% 0.00% 23-May-2014 0.85 2.55 8.72 0.45 11.47% 0.00%
30-Jun-2014 21-Feb-2014 31-Dec-2013 2 22,525 3,573 3,145 3,255 - 122,652 - % 13.96% 2.65% 67,391 33.42 22.06 4.83 3.19 0.00 0.00 1.8200 1.20   349.59%   2,147.17% 31-Dec-2013 0.795 2.38 16.46 0.44 6.08% 0.00% 21-Feb-2014 0.80 2.39 16.56 0.44 6.04% 0.00%
30-Jun-2014 22-Nov-2013 30-Sep-2013 1 25,963 1,377 969 724 - 118,655 - % 3.73% 0.61% 67,037 38.73 25.43 1.08 0.71 0.00 0.00 1.7700 1.16   241.13%   389.19% 30-Sep-2013 0.65 1.68 60.19 0.37 1.66% 0.00% 22-Nov-2013 0.69 1.78 63.89 0.39 1.57% 0.00%
30-Jun-2013 23-Aug-2013 30-Jun-2013 4 22,451 -512 -609 -513 - 119,101 - % -2.71% -0.43% 67,671 33.18 21.99 -0.76 -0.50 0.00 0.00 1.7600 1.17   -1,952.00%   78.07% 28-Jun-2013 0.64 1.93 -84.42 0.36 -1.18% 0.00% 23-Aug-2013 0.655 1.97 -86.40 0.37 -1.16% 0.00%
30-Jun-2013 23-May-2013 31-Mar-2013 3 21,508 226 -18 -25 - 110,000 - % -0.08% -0.02% 62,500 34.41 21.06 -0.04 -0.02 0.00 0.00 1.7600 1.08   84.28%   93.70% 29-Mar-2013 0.63 1.83 -1,575.00 0.36 -0.06% 0.00% 23-May-2013 0.655 1.90 -1,637.50 0.37 -0.06% 0.00%
30-Jun-2013 22-Feb-2013 31-Dec-2012 2 20,573 162 -73 -159 - 116,600 - % -0.35% -0.14% 66,250 31.05 20.15 -0.24 -0.16 0.00 0.00 1.7600 1.14   -207.43%   -122.02% 31-Dec-2012 0.68 2.19 -283.33 0.39 -0.35% 0.00% 22-Feb-2013 0.66 2.13 -275.00 0.38 -0.36% 0.00%
30-Jun-2013 22-Nov-2012 30-Sep-2012 1 26,633 1,861 1,245 148 - 109,654 - % 4.67% 0.13% 67,272 39.59 26.08 0.22 0.14 0.00 0.00 1.6300 1.07   106.33%   -79.53% 28-Sep-2012 0.70 1.77 318.18 0.43 0.31% 0.00% 22-Nov-2012 0.78 1.97 354.55 0.48 0.28% 0.00%
30-Jun-2012 30-Aug-2012 30-Jun-2012 4 24,434 -759 -1,513 -2,339 - 109,038 - % -6.19% -2.15% 67,307 36.30 23.93 -3.47 -2.29 0.00 0.00 1.6200 1.07   -489.17%   -46.74% 29-Jun-2012 0.84 2.31 -24.17 0.52 -4.14% 0.00% 30-Aug-2012 0.75 2.07 -21.58 0.46 -4.63% 0.00%
30-Jun-2012 28-May-2012 31-Mar-2012 3 23,106 336 -44 -397 - 111,698 - % -0.19% -0.36% 67,288 34.34 22.63 -0.59 -0.39 0.00 0.00 1.6600 1.09   -154.99%   -110.21% 30-Mar-2012 0.83 2.42 -140.68 0.50 -0.71% 0.00% 28-May-2012 0.83 2.42 -140.68 0.50 -0.71% 0.00%
30-Jun-2012 28-Feb-2012 31-Dec-2011 2 27,133 2,376 1,713 722 - 114,035 - % 6.31% 0.63% 67,476 40.21 26.57 1.07 0.71 0.00 0.00 1.6900 1.12   -0.14%   -67.11% 30-Dec-2011 0.76 1.89 71.03 0.45 1.41% 0.00% 28-Feb-2012 0.75 1.87 70.09 0.44 1.43% 0.00%
30-Jun-2012 17-Nov-2011 30-Sep-2011 1 23,590 1,970 1,138 723 - 112,842 - % 4.82% 0.64% 67,570 34.91 23.10 1.07 0.71 0.00 0.00 1.6700 1.11   145.36%   -64.87% 30-Sep-2011 0.74 2.12 69.16 0.44 1.45% 0.00% 17-Nov-2011 0.80 2.29 74.77 0.48 1.34% 0.00%
30-Jun-2011 26-Aug-2011 30-Jun-2011 4 28,725 -198 -1,086 -1,594 1,348 111,926 - % -3.78% -1.42% 67,425 42.60 28.13 -2.37 -1.56 2.00 1.32 1.6600 1.10   -141.01%   -223.18% 30-Jun-2011 0.77 1.81 -32.57 0.46 -3.07% 2.60% 26-Aug-2011 0.74 1.74 -31.30 0.45 -3.19% 2.70%
30-Jun-2011 27-May-2011 31-Mar-2011 3 23,091 4,673 4,524 3,887 - 113,174 - % 19.59% 3.43% 67,365 34.28 22.62 5.77 3.81 0.00 0.00 1.6800 1.11   77.08%   2,386.47% 31-Mar-2011 0.80 2.33 13.86 0.48 7.21% 0.00% 27-May-2011 0.76 2.22 13.17 0.45 7.59% 0.00%
30-Jun-2011 25-Feb-2011 31-Dec-2010 2 29,257 3,642 2,767 2,195 - 110,423 - % 9.46% 1.99% 67,331 43.45 28.65 3.26 2.15 0.00 0.00 1.6400 1.08   6.66%   986.63% 30-Dec-2010 0.72 1.66 22.09 0.44 4.53% 0.00% 25-Feb-2011 0.75 1.73 23.01 0.46 4.35% 0.00%
30-Jun-2011 26-Nov-2010 30-Sep-2010 1 30,471 4,357 3,577 2,058 - 107,607 - % 11.74% 1.91% 67,254 45.31 29.84 3.06 2.02 0.00 0.00 1.6000 1.05   59.04%   617.07% 30-Sep-2010 0.67 1.48 21.90 0.42 4.57% 0.00% 26-Nov-2010 0.68 1.50 22.22 0.43 4.50% 0.00%
30-Jun-2010 26-Aug-2010 30-Jun-2010 4 28,434 3,090 2,447 1,294 1,009 105,618 77.98% 8.61% 1.23% 67,272 42.27 27.85 1.92 1.27 1.50 0.99 1.5700 1.03   861.18%   75.10% 30-Jun-2010 0.61 1.44 31.71 0.39 3.15% 2.46% 26-Aug-2010 0.63 1.49 32.75 0.40 3.05% 2.38%

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
  2 people like this.
 
Icon8888 RM2 soon
05/12/2019 9:56 AM
Rachel Lee Lingwooi Yes finally move up soon to RM2
12/12/2019 2:58 PM
Endgame Collect more
12/12/2019 10:52 PM
blackchicken https://au.news.yahoo.com/china-buy-more-us-cars-planes-energy-053651501--spt.html
China to raise U.S. car, aircraft, energy purchases in trade deal--source
15/01/2020 7:38 AM
blackchicken https://www.flightglobal.com/us-china-trade-pact-likely-a-boon-for-boeing/136166.article
16/01/2020 3:11 PM
Icon8888 stirring ...
29/01/2020 2:58 PM
value88 Finally managed to buy some today. I have queue to buy for many days and today is the day I become the shareholder of Kobay.
Its aerospace, O&G segments have been doing well in 2019 and will continue to do well in 2020. Its semiconductor segment didn't do well in 2019 but will do well in 2020 due to recovery of semiconductor industry.
With all the 3 manufacturing segments having growth prospect, Kobay is almost certain to perform better YoY in 2020.

As for its property segment, the contribution % is much less than manufacturing segment, so if it does not make loss in 2020 is good enough for me.
31/01/2020 6:01 PM
value88 I just noticed the total volume of 4.8k shares transacted today are all acquired by me.
It's like Kobay open for trading today is solely for my sake, haha.
Anyway, I have accumulated almost enough. Wait and hope for better quarterly result b4 end Feb.
07/02/2020 5:11 PM
value88 It is reasonable to compare Kobay with FoundPac and UWC because they belong to the same industry, i.e. precision components, tooling and metal fabrication.
Both FoundPac and UWC are selling at 30x-40x PE multiple now, and Kobay is a much cheaper option as it is selling at merely 10x PE multiple.

The question is will market give Kobay higher PE multiple, just like they gave to UWC and FoundPac ? If market does recognise Kobay is a much cheaper option for precision parts industry one day, Kobay's stock price will surge.
08/02/2020 10:03 AM
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