NEW CATALYST
As OCB products especially on the consumer foods, Lingham ' s sauce ,
Ibu food products , Ibumie ready to eat , instant types have been continuously being immediately sold in the supermarkets , retail shops , and we have to quickly replenish the stocks on the next working days.
As now in May, June , July 2021 , in most places of Malaysia , the staff members for practically all the offices in Malaysia
are required to work from home .
This new normal , which dictate the working style and pattern in the offices , have changed to work in the houses ,
the usages of the bedding products are well used on regular manner , thru days and nights , and thus need to change more frequent on the bedding products,
thereby accelerate the upwards sales bedding products /
namely King Koil, Kaiserkorp bedding products have been very well sold in our marketing outlets .
|
============================== " What sectors to focus on post Covid -19 "
Battered consumer- related businesses likely to make the fastest comeback
The Starbizweek, Saturday 10 July 2021,
page 4 / Consumer Section
by Yvonne Tan { yvonne@thestar.com.my}
There is a recent meeting in presence of
Yeah Kim Leng ,
Sunway University economics professor ,
Carmelo Ferlito, analyst ,
Institute for Democracy and Economic (IDEAS)
Quote
Although it may seem premature to think about a post Covid -19 investment theme , most industry observers agree that once some semblance of normalcy returns ,the one sector that will probably make the fastest comeback is food and beverage(F & B) or more broadly the consumer sector .
SEE_RESEARCH answer is OCB / 5533
As most market watchers know , spotting and buying into investments themes or more specifically , stocks before everyone else is key to generating good gains
SEE_RESEARCH answer is OCB / 5533
|
OCB/ 5533
WELCOME TO OCB
Being committed to enhance the lives of people with better living comfort and convenience through products and services of superior value and quality, OCB Group is constantly looking for business opportunities which are synergistic with its present operations to expand its scope of activities and to prepare OCB Group to face the exciting challenges of the future.
CONSUMER FOODS
Our Consumer Foods Division under Ibufood Corporation Sdn. Bhd. and its subsidiary companies (“Ibufood Group”)
BEDDING PRODUCTS
The Bedding Products Division under Kaiserkorp Sdn. Bhd. and its subsidiary companies (“Kaiserkorp Group”)
BUILDING MATERIALS
Our Building Materials Division under Agrow Malaysia Sdn. Bhd. and its subsidiary companies (“Agrow Group”).
OUR BRANDS
==============================
HOT SELLING FOOD BASED PRODUCTS
IBUMIE PRODUCTS ( EASY CONVENIENT PACKS )
PLEASE CLIP ON THESE
5 IBUMIE VIDEO CLIPS TO UNDERSTAND THE DELICIOUS , TASTY IBUMIE ,
IN WHICH IBUMIE CONVENIENT PACKS ARE WIDELY SOLD THRU SUPERMARKETS ;
HAVE BEEN WELL RECEIVED AND LOVED
BY THE CONSUMERS,
IN VARIOUS DIFFERENT COUNTRIES IN THE WORLD
SEE_ Research
KGB /0151
Latest update on the Short Term
Target Price RM 1.50 to RM 1.60
==============================
KELINGTON GROUP BHD - KGB (0151) :
Uptrend intact boosted by Semiconductor Upcycle
Author: 128Huat 
| Publish date: Sat, 24 Jul 2021, 8:28 PM
KGB (0151)
TheStar has posted an article titled "Kelington rides on semiconductor upcycle" on 24 July 2021, where they detailed the good prospect of KGB.
Some points to take note are :
1) Year to date, the Group has secured new orders of approximately RM 195 mil, increasing its outstanding order book to approximately RM 454 mil.
2) China and Singapore operations are unaffected and are operating as usual.
(Hence, contribution from both countries will not be affected)
3) As they are under the essential services sector, hence they are still operational.
(Minimal impact)
4) Huge outstanding tenders.
(Should they be awarded, it will contribute positively to KGB's performances)
5) Increase utilisation rate in their LCO2 plant.
(This will contribute positively to both top and bottom line)
With all the points stated above, it is believed that KGB's financial performance for FY 2021 will see a decent growth and strong earnings.
Interesting to note that in the final 10 minutes, there were huge buyers with 2871 lots transacted at closing.
Is there something brewing?
FYI, the bonus warrant will also be listed on 3 August 2021.
In the previous blog dated 5 July 2021 ( https://klse.i3investor.com/
we have called buy at the range of 1.12-1.14 with TP1 of RM 1.24 (Hit on 19 July 2021).
On 21 July 2021, there was a slight dip of 8 sen to close at RM 1.15 due to profit taking post ex-bonus warrant.
KGB has staged a strong comeback in the following two days to close at RM 1.22 on 23 July 2021, with decent volume.
We believe that with all the above catalysts,
KGB will be testing the recent high of RM 1.35 and will be entering uncharted territory.
Buy now before it's too late.
==============================
Unquote
Leveraging repeat customers: The awesome Kelington Group’s experience
IT pays handsomely to put one’s customers first by prioritising their interest for this is key to creating repeat customers who can eventually be one’s loyal customers.
Such is the experience with integrated engineering solutions provider Kelington Group Bhd given many of its project orders are coming from repeat customers.
Most recently, its wholly-owned subsidiary Kelington Technologies Sdn Bhd has secured a RM50 mil contract under its process engineering division from Stolthaven (Westport) Sdn Bhd, a reputable global provider of high quality storage and distribution services for chemicals, clean petroleum products, gas vegetable oils, biofuels and oleochemicals.
Kelington will be undertaking the engineering, procurement, and construction (EPC) works related to the oil products storage tanks for the Tank Pit 8 Expansion Project located in Port Klang (Selangor).
Having commenced on July 14, the project is slated for completion by October 2022.
Raymond Gan Hung Keng
Inclusive of this new contract win, Kelington has so far clinched approximately RM195 mil of new orders in 2021 which lifted its outstanding orderbook to RM454 mil as of July 2021.
“We are delighted to be given the opportunity to be a part of our repeat customer’s expansion plans for its terminal facilities,” commented Kelington’s CEO Raymond Gan Hung Keng.
“The group has been working with this customer since 2018 and having to support its growth journey has been fruitful for us.”
Gan said the trust that Kelington received from its repeat customers is a testament to the company’s diverse engineering capabilities and discipline in adhering to the highest compliance standards.
“We have also been receiving a surge in tender invites from our existing and new customers from across our key operating markets which includes Malaysia as businesses are resuming its expansion activities that were put on hold last year,” he pointed out.
“This is a good indicator for us – and should the momentum sustain – we hope to achieve
another all-
time high
order book.
With an acceleration in the global vaccination programme, we hope to see an improved operating landscape across our key operating markets.”
At 4.02pm, Kelington was up 1 sen or 0.86% to RM1.17 with 5.28 million shares traded, thus valuing the company at RM755 mil. – July 15, 2021
Stolt - Nielsen Limited ( one of KGB repeated customers ,
Stolt - Nielsen Limited , has an international presence in various countries.)
Just received new order-
RM 50 millions contract --- from
Stolthaven (Westport) Sdn Bhd ., Selangor approximately RM50 millions contract to construct oil products storage tanks at Port Klang , Selangor , Malaysia
SEE_ Research
KGB /0151
Latest update on the Short Term
Target Price RM 1.50 to RM 1.60
.Thanks for reading and see you in the next post.
THE ABOVE IS NOT A BUY OR SELL CALL AND IS ONLY A PERSONAL OPINION, WRITTEN AS ARTICLE FOR SHARING PURPOSES TO KLSE COMMUNITY MEMBERS.
DISCLAIMER: Investment involves risks, including possible loss of investment and other losses.
This article and charts are provided for information only and should not be construed as a solicitation to buy or sell any of the instruments mentioned herein. The author may have positions in some of these instruments. The author shall not be responsible for any losses or profits resulting from investment decisions based on the use of the information contained herein. If investments and other professional advice is required, the services of a licensed professional person should be sought.
ISSUED BY SEE RESEARCH
(SENSING EAGLE EYES RESEARCH)
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