Shiba Capital

KOBAY [Company Sharing] A quick glance about KOBAY performance.

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Publish date: Sun, 25 Jul 2021, 04:32 PM
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A place to share and provide some updates in the market

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**Disclaimer: All charts and information posted here are all for informative purposes and does not constitue to any form of investment advice.
Please trade at your own risk or ask for advice from a qualified person.**
 
Today we shall look into $KOBAY, this company is quite a hit recently.
Previously shared in our free telegram channel. https://t.me/shibacapital
KOBAY is mainly involved in manufacturing and property development. 
 
KOBAY's manufacturing division provides solutions on engineering products to semiconductor, E&E, aerospace, O&G, medical and other industries. 
 
The high precision engineering provides one-stop engineering solution to MNCs operating in Malaysia as well as EU, NA and Asia.
 
As for the O&G, they provide metal fabrication service and coating of equipment. 

 

Manufacturing has been the main contributor, taking up to 87.7% of the revenue in the latest QR.
 
This is followed by property and hospitality industry. 
KOBAY's revenue has actually decreased in FY21 in general for all segment.
 
For KOBAY's Manufacturing division, the drop in revenue is due to drop in orders from aerospace and O&G industries. 
 
Despite this, the division had a better profit margin due to pick-up orders from semiconductor industry which has better margin.
 
Property and other segment is affected by the Covid 19 and both dropped in performance. 
 
 
 
Kobay has a bigger market cap and acceptable PE for tech/manufacturing related counter. 
 
Attached with table for some peers or counter with similar profession. (precision metal, metal stamping etc) including counters that we have been covering such as $WONG, $DUFU and $JHM.

 

Chart wise, Kobay had a nice trend riding on the 10days Moving Average. Nothing much to be concerned about. But definitely extended from its longer term MAs, and take note it is wedging up with volume getting lower, could be something to look out for.
 
Come join our telegram channel : https://t.me/shibacapital
 
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