​​The Trilogy of Fast and Furious Mode/ Part 5

on SUPER DUPER BULL RUN OF PLANTATION STOCKS IN KLSE , ONCE IN A CENTURY ___                         IS IT ON THE WAY ?

&

SUPER PERFORMANCE STOCK / KGB / 0151

SEE_Research

Publish date: 25 November 2023 / Saturday

The Trilogy of Fast and Furious Mode /

Part 5

( consist of 2  Sections  __

[ i ] namely there will

*** no super duper bull run ;

once in a century for plantation stocks in KLSE ***

[ ii ] there is one of the top

10 super performance stocks in KLSE /

KGB / 0151

==============================================================

Summary

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        Section 1                                                                                                                                                                                                                                        On SUPER DUPER BULL RUN OF PLANTATION STOCKS IN KLSE , ONCE IN A CENTURY __

IS IT ON THE WAY ?

Any positive clear signal on the delayed

Super Duper Bull Run for plantation stocks __ that did not happened in 2021 , 2022 for coming months of

1st quarter of 2023

2nd quarter of 2023

3rd quarter of 2023

the remaining December 2023

There is

*** NO SUPER BULL RUN OF PLANTATION STOCKS IN KLSE __

A CENTURY SUPER BULL RUN ***

WILL NOT HAPPENED IN THE WHOLE YEAR OF 2023

The Super Duper Bull Run for plantation stocks __ once in a century as claimed by the illiot calvintaneng from Singapore __ who had badly speculated in a longkang list of 9 palm oil stocks

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https://klse.i3investor.com/web/blog/detail/see_research/2023-01-05-story-h-301922795-The_Trilogy_of_Fast_and_Furious_Mode_on_plantation_stocks_Part_3

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                                                                                                                                                                                                                                                    1. Remember in my previous blog post

Part 3 in notification whether there is the coming

SUPER DUPER BULL RUN OF PLANTATION STOCKS IN KLSE __

A CENTURY SUPER BULL AS BEING WILDLY SANG BY THE BIG BLOWER OF KLSE __ the calvintaneng fella for

2 long agonizing years from January 2021 to December 2022 __ but at this moment __ there is no clear signal yet from K L Kepong / 2445

                                                                                                                                                                                                                                                    2. Unfortunately, inside the biggest losers list of the biggest down for this current week from

    2 January to 6 January 2023 ( 5 trading days )

in terms of RM value are extracted from

KLSE E   XCHANGE

and the data are publised in the main stream media

Page 18 __ Star Biz Week of

7 January 2023

Biggest losers of the Plantation stocks in KLSE

A. KL Kepong/ 2445 /

RM 21.86 minus RM 0.50

B. Gen Plant / 2291 /

RM 6.03 minus RM 0.37

C. Sime Darby Plantation / 5285 /

RM 4.37 minus RM 0.28

D. B L D Plantation / 5069

/ RM 9.99 minus RM 0.27

E. IOI Corp / 1961

/ RM 3.91 minus RM 0.14

                                                                                                                                                                                                                                                     3. The 5 plantation stocks in KLSE are the biggest losers in terms of RM ___ therefore there is no positive breakout with upwards bias.

                                                                                                                                                                                                                                                     4. IT IS WISE ____ DO NOT ISSUE ANY BUYING ORDERS YET AS YOUR LIMITED CAPITAL FOR THOSE WHO HAVE CAUGHT AT THE PEAK PRICES OF

25 , 26 , 27 , 28 , 29 APRIL 2022

                                                                                                                                                                                                                                                    5. WAIT FOR THE SIGNAL OF

K L Kepong/ 2445 __ is the prime mover of the 41 + 1 stocks in KLSE

to navigate properly for its turn around

AND KL Kepong had not turned positive yet into RM 22.88

that is the pivotal turning point .

                                                                                                                                                                                                                                                    6. Should there be clear positive signals on the slight resumption of small return to a bullish signal will follow up further reports on the plantation stocks in KLSE for the benefits of the investors who had bought at the higher prices so that the necessary actions can be well taken to place some buy orders to average up if there are further need to do .

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https://klse.i3investor.com/web/blog/detail/see_research/2023-01-05-story-h-301922795-The_Trilogy_of_Fast_and_Furious_Mode_on_plantation_stocks_Part_3

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Section  2

K G B/ 0151

Yes __ this particular company

KGB / 0151 is slated to be on one of the top 10 performance stocks in KLSE for now onwards / 24 November 2023 to 31 December 2024 with its unique well positioned to supply

( i ) ultra high purity gas in the international markets

( ii ) carbon dioxide new penetrating markets

And effectively enjoy a strong list of continued clients from various countries .

Informatively , in their speciality gasses business of carbon dioxide there is no listed companies in KLSE , whereas their key business is U H P

( Ultra High Purity gasses ) ;

K G B / 0151

the key clients are

(i) S M I C Semiconductor Manufacturing International Corporation

(SMIC) is a partially state-owned publicly listed Chinese pure-play semiconductor foundry company.

It is the largest contract chip maker in mainland China.

SMIC is headquartered in Shanghai[4] and incorporated in the Cayman Islands.[5] It has wafer fabrication sites throughout mainland China, offices in the United States, Italy, Japan, and Taiwan, and a representative office in Hong Kong.[6] It provides integrated circuit (IC) manufacturing services from 350 nm to 7 nm[7] process technologies.

State-owned civilian and military telecommunications equipment provider Datang Telecom Group as well as the China Integrated Circuit Industry Investment Fund are major shareholders of SMIC.[8][9][10][11] Notable customers include Huawei, Qualcomm,[12][13] Broadcom,[14] and Texas Instruments.[15][12] SMIC expanded in the early 2020s by building four 28 nm process fabs across China as a result of a joint venture with China's state semiconductor fund; the fabs were expected to come online in 2023 and 2024.[16]

                                                                                                                                                                                                                                                   (ii) Taiwan Semiconductor Manufacturing Company Limited (TSMC; also called Taiwan Semiconductor)

[3][4] is a Taiwanese multinational semiconductor contract manufacturing and design company. It is the world's second most valuable semiconductor company,[5] the world's largest dedicated independent ("pure-play") semiconductor foundry,[6] and its country's largest company,[7][8] with headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan.

It is majority owned by foreign investors,[9] and the central government of Taiwan is the largest shareholder.[10]

Founded in Taiwan in 1987 by Morris Chang, TSMC was the world's first dedicated semiconductor foundry and has long been the leading company in its field.[11][12] When Chang retired in 2018, after 31 years of TSMC leadership, Mark Liu became chairman and C. C. Wei became Chief Executive.

[13][14] It has been listed on the Taiwan Stock Exchange (TWSE: 2330) since 1993; in 1997 it became the first Taiwanese company to be listed on the New York Stock Exchange (NYSE: TSM)

Siince 1994, TSMC has had a compound annual growth rate (CAGR) of 17.4% in revenue and a CAGR of 16.1% in earnings.[15]

Most of the leading fabless semiconductor companies such as AMD, Apple, ARM, Broadcom, Marvell, MediaTek, Qualcomm and Nvidia, are customers of TSMC, as are emerging companies such as Allwinner Technology, HiSilicon, Spectra7, and UNISOC.[16] Leading programmable logic device companies Xilinx and previously Altera also make or made use of TSMC's foundry services.[17] Some integrated device manufacturers that have their own fabrication facilities, such as Intel, NXP, STMicroelectronics and Texas Instruments, outsource some of their production to TSMC.[18][19] At least one semiconductor company, LSI, re-sells TSMC wafers through its ASIC design services and design IP portfolio.[dubious – discuss]

TSMC has a global capacity of about thirteen million 300 mm-equivalent wafers per year as of 2020 and makes chips for customers with process nodes from 2 microns to 5 nanometres. TSMC was the first foundry to market 7-nanometre and 5-nanometre (used by the 2020 Apple A14 and M1 SoCs, the MediaTek Dimensity 8100, and AMD Ryzen 7000 series processors) production capabilities, and the first to commercialize extreme ultraviolet (EUV) lithography technology in high volume.

                                                                                                                                                                                                                                                     (iii) A M D Advanced Micro Devices, Inc. | logo = AMD Logo.svg | logo_size = 200px | logo_alt = Advanced Micro Devices, Inc. logo. | image = 2485 Augustine Drive headquarters in Santa Clara, California.jpg | image_alt = Image of AMD's headquarters located in Santa Clara, California. | image_caption = Headquarters at Santa Clara in 2020 | image_size = 250px | trade_name = AMD | type = Public

| traded_as =

Nasdaq: AMD

Nasdaq-100 component

S&P 100 component

S&P 500 component

| industry =

Semiconductors

Artificial intelligence

GPUs

Graphics cards

Consumer electronics

Video games

Computer hardware

| founded = 1 May 1969; 54 years ago | founder = Team led by [[Jerry Sanders Edwin turney (businessman)|Jerry Sanders]][[ | hq_location_city = Santa Clara, California | hq_location_country = United States | area_served = Worldwide

| key_people =

Lisa Su

(Chair & CEO)

Victor Peng

(President)

John Edward Caldwell

(Lead Independent Director)

Mark Papermaster

(CTO)

| products =

Central processing unitsgraphics processing unitchipsetsmicroprocessorssystems-on-chip (SoCs)motherboard chipsetsnetwork interface controllersembedded processorssolid-state drivesdriversTV accessories

| revenue = Increase US$23.60 billion (2022) | operating_income = Decrease US$1.26 billion (2022) | net_income = Decrease US$1.32 billion (2022) | assets = Increase US$67.58 billion (2022) | equity = Increase US$54.75 billion (2022) | num_employees = c. 25,000 (2022) | website = www.amd.com Edit this at Wikidata | footnotes = [1] }}

Advanced Micro Devices, Inc., commonly abbreviated as AMD, is an American multinational semiconductor company based in Santa Clara, California, that develops computer processors and related technologies for business and consumer markets.

The company was founded in 1969 by Jerry Sanders and a group of other technology professionals. AMD's early products were primarily memory chips and other components for computers. The company later expanded into the microprocessor market, competing with Intel, its main rival in the industry. In the early 2000s, AMD experienced significant growth and success, thanks in part to its strong position in the PC market and the success of its Athlon and Opteron processors. However, the company faced challenges in the late 2000s and early 2010s, as it struggled to keep up with Intel in the race to produce faster and more powerful processors. In the late 2010s, AMD regained some of its market share thanks to the success of its Ryzen processors which are now widely regarded as superior to Intel products in business applications including cloud applications.[citation needed] AMD's processors are used in a wide range of computing devices, including personal computers, servers, laptops, and gaming consoles. While it initially manufactured its own processors, the company later outsourced its manufacturing, a practice known as going fabless, after GlobalFoundries was spun off in 2009.

AMD's main products include microprocessors, motherboard chipsets, embedded processors, graphics processors, and FPGAs for servers, workstations, personal computers, and embedded system applications. The company has also expanded into new markets, such as the data center and gaming markets, and has announced plans to enter the high-performance computing market.[citation needed]

and a long list of other multi international companies such as

                                                                                                                                                                                                                                                      ( iv) MICRON, Singapore Micron Semiconductor Asia Pte Ltd

Micron Semiconductor Asia Pte. Ltd. manufactures memory and semiconductor equipment. The Company offers solid state storage, hybrid memory cube, phase change memory, flash, and other managed devices. Micron Semiconductor Asia serves computing, networking, server, mobile, consumer, automotive, and industrial applications worldwide. And a long list of other multi international companies such as MICRON, Singapore Micron Semiconductor Asia Pte Ltd

Micron Semiconductor Asia Pte. Ltd. manufactures memory and semiconductor equipment. The Company offers solid state storage, hybrid memory cube, phase change memory, flash, and other managed devices. Micron Semiconductor Asia serves computing, networking, server, mobile, consumer, automotive, and industrial applications worldwide.                                                                                                                                                                                                                                                                                                                                                                                                                        Kelington Group - Christmas Came Early

kiasutrader

Publish date: Fri, 24 Nov 2023, 09:32 AM / Extract with credits to kiasutrader 

KGB’s 9MFY23 results                                                                                                                                                                                                                    beat expectations on margin expansion stemming from account finalisation of a turnkey job and accelerated billings from high-margin ultra-high purity gas system projects. We raise our FY23-24F net profit forecasts by 45% and 53%, respectively, lift our TP by 53% to                                                                      RM3.28 (from RM2.15)           

  RM3.28 (from RM2.15)   

  RM3.28 (from RM2.15)   

                                                                                                                                                                                                                                                        and reiterate our OUTPERFORM call.

Above expectations. KGB’s 9MFY23 net profit of RM66.9m (+78% YoY) already surpassed our full-year forecast by 7% and was only 1% away from the full-year consensus estimate.                                                                                                                                                                                                    The variance against our forecast came largely from stronger-than-expected billings from its projects in China. Forecasts. We raise our FY23-24F net profit forecasts by 45% and 53%, respectively, as we reflect stronger project deliveries and margin expansion on improved revenue mix.

Consequently, we lift our TP by 53% to RM3.28 (from RM2.15 )

 RM3.28 (from RM2.15 )

 RM3.28 (from RM2.15 )  

 RM3.28 (from RM2.15)   

​

based on an unchanged 21x FY24F PER.                                                                                                                                                                                  Our valuation represents a c.10% discount to peer’s forward mean PER of 24x which includes global players such as Air Products, Air Liquide and Linde. There is no adjustment to our TP based on ESG given a 3-star rating as appraised by us (see Page 4).

                                                                                                                                                                                                                                                         We like KGB for:

(i) it being a direct proxy to the front-end wafer fab expansion,

(ii) its strong earnings visibility underpinned by robust order-book and tender-book exceeding RM1b, and

(iii) its strong footholds in multiple markets, i.e. Malaysia, Singapore and China. Maintain OUTPERFORM.

                                                                                                                                                                                                                                                   Risks to our call include:

(i) chip makers halting their expansion plans due to oversupply,

(ii) worsening Sino-US chip war, and

(iii) delays in LCO2 expansion.

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https://klse.i3investor.com/web/blog/detail/kenangaresearch/2023-11-24-story-h-214216260-Kelington_Group_Christmas_Came_Earl

====================================================================================================================

Source: Kenanga Research -

24 Nov 2023

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Thank you 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