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2021-10-07 00:46 | Report Abuse
SEE_Research Kelington Group - Seals 100% Win Rate
Author: kiasutrader | Publish date: Wed, 6 Oct 2021, 9:18 AM
KGB extends its winning streak, securing its third job award from the world’s third largest semiconductor wafer foundry player. This job is worth RM40m, for the supply of an abatement system in the foundry’s upcoming wafer fab in Singapore.
All three awards totalled to RM134m, representing a 100% win rate
from this customer
GlobalFoundries Inc. (GF) which is slated
for an
IPO on Nasdaq Stock Exchange by year-end.
=======================================================================
GlobalFoundries Inc. (GF) is an American multinational semiconductor contract manufacturing and design company headquartered in Malta, New York.[4] GlobalFoundries was created by the divestiture of the manufacturing arm of Advanced Micro Devices (AMD) and is currently privately owned by Mubadala Investment Company the sovereign wealth fund of the United Arab Emirates.
Thomas Caulfield the chief executive officer (CEO) declared that GlobalFoundries plans to become a publicly traded company in 2022.[5] GlobalFoundries plans to list under the ticker "GFS" on the Nasdaq and submitted an initial public offering (IPO) filing to the U.S. Securities and Exchange Commission.[6]
=======================================================================
This brings YTD job wins to a new high of RM841m while its order-book hits a record RM979m.
KGB remains our top hidden gem pick owing to its healthy job pipeline and secular growth story. Reiterate our OUTPERFORM call with a
Target Price of RM2.50.
Extending its winning streak. Just three weeks after surprising us with its largest ever job win, Kelington Group (KGB) announced another contract award yesterday worth RM40m, marking its third job win from this single customer (world’s third largest semiconductor wafer foundry) for a new wafer fab construction in Singapore.
Hits a home run. The latest contract is for the supply and installation of an abatement system, complimenting the earlier two awards (for specialty gas and bulk gas) which involve designing and building the delivery systems for ultra-high purity gasses used in the fabrication process of semiconductor chips. All three awards from this particular customer totalled to RM134m, representing a 100% win rate for KGB. The group will commence work in a week’s time and targets to complete it by the end of 2022. Coincidentally, this customer has also on yesterday filed for IPO and is targeting to be listed on the Nasdaq Stock Exchange by the end of the year.
Order-book swells to RM979m. On YTD basis, KGB’s order replenishment of RM841m has more than surpassed its previous record in FY20 of RM490m, further strengthening our thesis of a secular growth story. Meanwhile, its outstanding order-book has swelled to another all-time high of RM979m, which is close to 2.5x of FY20 revenue.
Buoyed by the secular growth for chips. More than a year into the chip shortage scene, we are convinced that the demand surge for semiconductors is coming from a new wave of demand rather than a temporary supply glitch, in line with increasing components in: (i) enddevices to facilitate the adoption of 5G connectivity and (ii) electric vehicles. Therefore, we expect more fab expansion to be announced in Asia and KGB is in a favourable position to benefit from more UHP jobs given its strong presence in China, Singapore, Malaysia and Taiwan. Despite having RM979m worth of jobs at hand, the management is showing no signs of slowing down as the group’s tender-book remains elevated at RM1.1b.
Maintain FY21E and FY22E earnings at RM32.3m and RM47.0m, representing growth of 85% and 46%, respectively.
Maintain our OUTPERFORM call with an unchanged
Target Price of RM2.50 on FY22E PER of 33x (+1SD to 3-year peer mean), justified by the group’s healthy job pipeline and secular growth story.
Risks to our call include: (i) slower revenue recognition due to Covid-19, (ii) downturn in semiconductor sales, and (iii) delay in liquid CO2 ramp up.
Source: Kenanga Research - 6 Oct 2021
07/10/2021 12:42 AM
X
SEE_Research ===========================================================================
KGB remains our top hidden gem pick owing to its healthy job pipeline and secular growth story. Reiterate our OUTPERFORM call with a
Target Price of RM2.50.
Source: Kenanga Research - 6 Oct 2021
=========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-07-story-h15919...
==========================================================================
Stock
2021-10-07 00:44 | Report Abuse
===========================================================================
KGB remains our top hidden gem pick owing to its healthy job pipeline and secular growth story. Reiterate our OUTPERFORM call with a
Target Price of RM2.50.
Source: Kenanga Research - 6 Oct 2021
=========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-07-story-h1591933595-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_PART_13_SUPER_BULL_STOCKS_.jsp
==========================================================================
Stock
2021-10-07 00:42 | Report Abuse
Kelington Group - Seals 100% Win Rate
Author: kiasutrader | Publish date: Wed, 6 Oct 2021, 9:18 AM
KGB extends its winning streak, securing its third job award from the world’s third largest semiconductor wafer foundry player. This job is worth RM40m, for the supply of an abatement system in the foundry’s upcoming wafer fab in Singapore.
All three awards totalled to RM134m, representing a 100% win rate
from this customer
GlobalFoundries Inc. (GF) which is slated
for an
IPO on Nasdaq Stock Exchange by year-end.
=======================================================================
GlobalFoundries Inc. (GF) is an American multinational semiconductor contract manufacturing and design company headquartered in Malta, New York.[4] GlobalFoundries was created by the divestiture of the manufacturing arm of Advanced Micro Devices (AMD) and is currently privately owned by Mubadala Investment Company the sovereign wealth fund of the United Arab Emirates.
Thomas Caulfield the chief executive officer (CEO) declared that GlobalFoundries plans to become a publicly traded company in 2022.[5] GlobalFoundries plans to list under the ticker "GFS" on the Nasdaq and submitted an initial public offering (IPO) filing to the U.S. Securities and Exchange Commission.[6]
=======================================================================
This brings YTD job wins to a new high of RM841m while its order-book hits a record RM979m.
KGB remains our top hidden gem pick owing to its healthy job pipeline and secular growth story. Reiterate our OUTPERFORM call with a
Target Price of RM2.50.
Extending its winning streak. Just three weeks after surprising us with its largest ever job win, Kelington Group (KGB) announced another contract award yesterday worth RM40m, marking its third job win from this single customer (world’s third largest semiconductor wafer foundry) for a new wafer fab construction in Singapore.
Hits a home run. The latest contract is for the supply and installation of an abatement system, complimenting the earlier two awards (for specialty gas and bulk gas) which involve designing and building the delivery systems for ultra-high purity gasses used in the fabrication process of semiconductor chips. All three awards from this particular customer totalled to RM134m, representing a 100% win rate for KGB. The group will commence work in a week’s time and targets to complete it by the end of 2022. Coincidentally, this customer has also on yesterday filed for IPO and is targeting to be listed on the Nasdaq Stock Exchange by the end of the year.
Order-book swells to RM979m. On YTD basis, KGB’s order replenishment of RM841m has more than surpassed its previous record in FY20 of RM490m, further strengthening our thesis of a secular growth story. Meanwhile, its outstanding order-book has swelled to another all-time high of RM979m, which is close to 2.5x of FY20 revenue.
Buoyed by the secular growth for chips. More than a year into the chip shortage scene, we are convinced that the demand surge for semiconductors is coming from a new wave of demand rather than a temporary supply glitch, in line with increasing components in: (i) enddevices to facilitate the adoption of 5G connectivity and (ii) electric vehicles. Therefore, we expect more fab expansion to be announced in Asia and KGB is in a favourable position to benefit from more UHP jobs given its strong presence in China, Singapore, Malaysia and Taiwan. Despite having RM979m worth of jobs at hand, the management is showing no signs of slowing down as the group’s tender-book remains elevated at RM1.1b.
Maintain FY21E and FY22E earnings at RM32.3m and RM47.0m, representing growth of 85% and 46%, respectively.
Maintain our OUTPERFORM call with an unchanged
Target Price of RM2.50 on FY22E PER of 33x (+1SD to 3-year peer mean), justified by the group’s healthy job pipeline and secular growth story.
Risks to our call include: (i) slower revenue recognition due to Covid-19, (ii) downturn in semiconductor sales, and (iii) delay in liquid CO2 ramp up.
Source: Kenanga Research - 6 Oct 2021
Stock
2021-10-06 01:45 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
======================================================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:44 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=======================================================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:43 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=====================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:40 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
========================================================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:39 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
===========================================================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:38 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=====================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:38 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=====================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:37 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=====================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:34 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=====================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:32 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=====================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:31 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=====================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:30 | Report Abuse
SEE_Research ===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=====================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
06/10/2021 1:27 AM
Stock
2021-10-06 01:27 | Report Abuse
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h1591908607-NOW_SHOWING_The_Trilogy_of_FAST_FURIOUS_Shows_PART_12_Another_Subur_690.jsp
===========================================================================
SAMSON HERCULES Chan /4316
( LIMIT UP 30 % --- STOCK LIKE SUBUR / 6904 )
Another Subur Tiasa Holdings Bhd / 6904
Potentially, for this coming week ,
starting from 6 October 2021 , onwards
(i)1st Target Price :
RM 0.68 level
( 17 % )
=====================================
(ii) 2nd Target Price :
RM 0.89 level
( 50 %)
Stock
2021-10-06 01:23 | Report Abuse
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...' target='_blank'>https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...' target='_blank'>https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919
Stock
2021-10-06 01:21 | Report Abuse
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
Stock
2021-10-06 01:19 | Report Abuse
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https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h15919...
Stock
2021-10-06 01:17 | Report Abuse
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h1591908607-NOW_SHOWING_The_Trilogy_of_FAST_FURIOUS_Shows_PART_12_Another_Subur_690.jsp
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-10-06-story-h1591902100-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_PART_13_SUPER_BULL_STOCKS_.jsp
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Stock
2021-10-05 14:59 | Report Abuse
TO : DJThong Blur blur blur
05/10/2021 1:23 PM
==========================================================================
TO : DJThong
1. When you are feeling the anxiety phobia , it will be wise for you to exit , the door is wide for you to exit ,
to run ,
as no one is stopping you for exiting.
Do not be blur , blur , BLUR.
The door is big for you to exit .
===========================================================================
Stock
2021-10-05 10:49 | Report Abuse
SEE_Research TO : DJThong
Blur blur blur
=========================================================================
1. When you are feeling the anxiety phobia , it will be wise for you to exit , the door is wide for you to exit ,
to run ,
as no one is stopping you for exiting.
Do not be blur , blur , BLUR.
05/10/2021 10:46 AM
Stock
2021-10-05 10:46 | Report Abuse
TO : DJThong SEE - now mid term?
What happened to the October is the bullish month?
Blur blur blur
=========================================================================
1. When you are feeling the anxiety phobia , it will be wise for you to exit , the door is wide for you to exit ,
to run ,
as no one is stopping you for exiting.
Do not be blur , blur , BLUR.
Stock
2021-10-05 01:07 | Report Abuse
SEE_Research TO : keng88 没跌那里有机会买便宜，长期KGB是看涨股，只是最近会被美股影响。
04/10/2021 10:36 PM
There is a chance to buy cheaper if it hasn't fallen. The long-term KGB is a bullish stock, but it will be affected by US stocks recently.
1. keng88 , do you mean ,
'' The long-term KGB is a bullish stock, but it will be affected by US stocks recently. ''
Yes , because the impending fear of US Nasdaq : correction downwards affect this KGB ,
the fear seem so real.
But , it is only the fear factor , the prices will subsequently adjust upwards again.
======================================================================================================================================================
2. To : Start_0f_the_bull 156563 下午小心点
04/10/2021 12:40 PM
Already warning earlier.
3. Do you mean " Be careful this afternoon "
So what kind of warning , obviously the share prices are not stagnant whereby the prices do fluctuate either up or down , in the mid term it is a up trending stock with the relevant target price is achievable RM 2.50 for KGB / 0151 by Kenanga Investment Bank , Malaysia .
==========================================================================
TO : DJThong
SEE Research why is it blur blur blur. What happened to your conviction?
4. Nothing happen to me , but more on you , the fear is so overwhelming to you .
So what kind of warning , obviously the share prices are not stagnant whereby the prices do fluctuate either up or down , in the mid term it is a up trending stock with the relevant target price is achievable RM 2.50 for KGB / 0151 by Kenanga Investment Bank , Malaysia .
Stock
2021-10-05 01:04 | Report Abuse
TO : keng88 没跌那里有机会买便宜，长期KGB是看涨股，只是最近会被美股影响。
04/10/2021 10:36 PM
There is a chance to buy cheaper if it hasn't fallen. The long-term KGB is a bullish stock, but it will be affected by US stocks recently.
1. keng88 , do you mean ,
'' The long-term KGB is a bullish stock, but it will be affected by US stocks recently. ''
Yes , because the impending fear of US Nasdaq : correction downwards affect this KGB ,
the fear seem so real.
But , it is only the fear factor , the prices will subsequently adjust upwards again.
======================================================================================================================================================
2. To : Start_0f_the_bull 156563 下午小心点
04/10/2021 12:40 PM
Already warning earlier.
3. Do you mean " Be careful this afternoon "
So what kind of warning , obviously the share prices are not stagnant whereby the prices do fluctuate either up or down , in the mid term it is a up trending stock with the relevant target price is achievable RM 2.50 for KGB / 0151 by Kenanga Investment Bank , Malaysia .
Stock
2021-10-05 00:46 | Report Abuse
TO : kim722
Uptrend counter. No worries.
04/10/2021 11:36 AM
=========================================================================
1. Fully agreed with you , kim722 , do not over worry as the overall uptrend is still intact .
===========================================================================
To : Kingbeast
Project fail?
04/10/2021 6:09 PM
===========================================================================
1. Cannot understand that at times when the prices are down , immediately such negative comment can issue with such wild emotion on project failure.
2. The commencement of the project just commenced in mid September 2021 , at the first phase of the relevant award in Sama Jaya Free Industrial Zone , Kuching ,Sarawak , the contract worth is about RM 420 millions to refurbish the existing facility and construct a new facility for a manufacturing company , owned by data storage devices and solution specialist --
Western Digital ,US .
3. How can it on the project failure, with such wild emotional speculation.
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2021-10-03 10:00 | Report Abuse
To : Eagle Group members for your own good
Are you still blur , blur , BLUR
on the huge potential for
KGB/ 0151 to be the next hidden jewel for the dynamics growth of sales revenue that will translates into
EPS for the KGB / 0151 into the star in the
" Technology Sector " in KLSE.
Repeated customers for KGB
1. SMIC
2. TSMC
3. Stolt
4. Micron , Singapore
5. Western Digital, Selangor , Sarawak , Malaysia
6. Lam Research Singapore Pte. Ltd. , Singapore
7. Others
==================================
Remarks
( i ) The above mentioned customers are by itself ; world class companies that are clear leaders in their fields.
( ii ) Stolt is a world class conglomerate of huge storage tanks for chemicals; ships tankers moving the various chemical into final destination ports .
Stock
2021-10-03 09:59 | Report Abuse
To : Eagle Group members for your own good
Are you still blur , blur , BLUR
on the huge potential for
KGB/ 0151 to be the next hidden jewel for the dynamics growth of sales revenue that will translates into
EPS for the KGB / 0151 into the star in the " Technology Sector " in KLSE.
Repeated customers for KGB
1. SMIC
2. TSMC
3. Stolt
4. Micron , Singapore
5. Western Digital, Selangor , Sarawak , Malaysia
6. Lam Research Singapore Pte. Ltd. , Singapore
7. Others
==================================
Remarks
( i ) The above mentioned customers are by itself ; world class companies that are clear leaders in their fields.
( ii ) Stolt is a world class conglomerate of huge storage tanks for chemicals; ships tankers moving the various chemical into final destination ports .
Stock
2021-10-03 09:56 | Report Abuse
SEE_Research
TO :keng88 Next year kgb revenue and profit x2 up
02/10/2021 2:44 PM
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
TO : keng88 Next year TP 3.00 - 4.00
==========================================================================
1. Fully agreed with you , by September 2022 , this hidden jewel KGB/ 0151 will be well polished into a real GEM ,
will be over RM 5.00 , with WB reaching RM 3.00
03/10/2021 9:53 AM
Stock
2021-10-03 09:53 | Report Abuse
TO :keng88 Next year kgb revenue and profit x2 up
02/10/2021 2:44 PM
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
TO : keng88 Next year TP 3.00 - 4.00
==========================================================================
1. Fully agreed with you , by September 2022 , this hidden jewel KGB/ 0151 will be well polished into a real GEM ,
will be over RM 5.00 , with WB reaching RM 3.00
Stock
2021-10-01 22:54 | Report Abuse
SEE_Research Malaysia's help needed to ease global chip shortage, Taiwan says
Ben Blanchard, Yimou Lee & Jeanny Kao
/
Reuters
October 01, 2021 16:14 pm +08
TAIPEI (Oct 1): Malaysia's help is needed to resolve the global shortage of auto semiconductors, especially when it comes to packaging, a sector affected by the country's Covid-19 curbs, Taiwan Economy Minister Wang Mei-hua said.
Taiwan, as a major chip producer, has been front and centre of efforts to resolve the shortage, which has idled auto plants around the world.
Speaking in an interview late on Thursday at her ministry, Wang told Reuters that Taiwan alone could not sort out the problem because the supply chain is so complex.
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"The bottleneck in fact is in Southeast Asia, especially Malaysia, because for a while the factories were all shut down," she said.
The problem was especially acute with auto chip packaging, with companies in Malaysia providing services not offered by Taiwanese firms, Wang added.
"Now the focus is on Malaysia resuming production as soon as possible. I know that Malaysia started to restore production capacity in early September, and now the production capacity has returned to about 80%, so if their capacity can slowly come back, this problem can be slowly dealt with."
Malaysia is home to suppliers and factories serving semiconductor makers such as Europe's STMicroelectronics and Infineon, as well as major carmakers including Toyota Motor Corp and Ford Motor Co.
Malaysia Semiconductor Industry Association President Wong Siew Hai said that the major Malaysian semiconductor manufacturers are already running at full capacity to supply the auto industry.
"For the automotive chips, they are doing their best to ship as much as possible, but the current capacity cannot meet demand because it's too huge, the build-up is a lot," he said. "Everything is at 100% to satisfy the demand for automotive parts. Where they can increase productivity, they're already doing so."
Adding capacity will take time, with most available only next year, Wong said.
Malaysia accounts for 13% of global chip packaging and testing, and 7% of the world's semiconductor trade passes through the country, with some value added at local factories and chips getting combined with other parts before final shipment.
The White House pressed automakers, chip companies and others last month to provide information on the semiconductor crisis.
Speaking to reporters on Friday, Wang reiterated the United States was not targeting Taiwanese firms and was voluntary, while Washington had assured Taipei that no sensitive information would be leaked.
If firms need help, the government will provide it, she added.
Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker, said it would tell the government if any help was required.
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Remarks
From : SEE_RESEARCH
(a) SMIC is one of top regular ; repeated customer of Kelington Group Berhad
( b ) TSMC is one of top regular ; repeated customer of Kelington Group Berhad
SMIC = Semiconductor Manufacturing International
Corporation, China
TSMC = Taiwan Semiconductor Manufacturing International Corporation, Taiwan
01/10/2021 10:52 PM
Stock
2021-10-01 22:52 | Report Abuse
Malaysia's help needed to ease global chip shortage, Taiwan says
Ben Blanchard, Yimou Lee & Jeanny Kao
/
Reuters
October 01, 2021 16:14 pm +08
TAIPEI (Oct 1): Malaysia's help is needed to resolve the global shortage of auto semiconductors, especially when it comes to packaging, a sector affected by the country's Covid-19 curbs, Taiwan Economy Minister Wang Mei-hua said.
Taiwan, as a major chip producer, has been front and centre of efforts to resolve the shortage, which has idled auto plants around the world.
Speaking in an interview late on Thursday at her ministry, Wang told Reuters that Taiwan alone could not sort out the problem because the supply chain is so complex.
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"The bottleneck in fact is in Southeast Asia, especially Malaysia, because for a while the factories were all shut down," she said.
The problem was especially acute with auto chip packaging, with companies in Malaysia providing services not offered by Taiwanese firms, Wang added.
"Now the focus is on Malaysia resuming production as soon as possible. I know that Malaysia started to restore production capacity in early September, and now the production capacity has returned to about 80%, so if their capacity can slowly come back, this problem can be slowly dealt with."
Malaysia is home to suppliers and factories serving semiconductor makers such as Europe's STMicroelectronics and Infineon, as well as major carmakers including Toyota Motor Corp and Ford Motor Co.
Malaysia Semiconductor Industry Association President Wong Siew Hai said that the major Malaysian semiconductor manufacturers are already running at full capacity to supply the auto industry.
"For the automotive chips, they are doing their best to ship as much as possible, but the current capacity cannot meet demand because it's too huge, the build-up is a lot," he said. "Everything is at 100% to satisfy the demand for automotive parts. Where they can increase productivity, they're already doing so."
Adding capacity will take time, with most available only next year, Wong said.
Malaysia accounts for 13% of global chip packaging and testing, and 7% of the world's semiconductor trade passes through the country, with some value added at local factories and chips getting combined with other parts before final shipment.
The White House pressed automakers, chip companies and others last month to provide information on the semiconductor crisis.
Speaking to reporters on Friday, Wang reiterated the United States was not targeting Taiwanese firms and was voluntary, while Washington had assured Taipei that no sensitive information would be leaked.
If firms need help, the government will provide it, she added.
Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker, said it would tell the government if any help was required.
===================================
Remarks
From : SEE_RESEARCH
(a) SMIC is one of top regular ; repeated customer of Kelington Group Berhad
( b ) TSMC is one of top regular ; repeated customer of Kelington Group Berhad
SMIC = Semiconductor Manufacturing International
Corporation, China
TSMC = Taiwan Semiconductor Manufacturing International Corporation, Taiwan
Stock
2021-10-01 17:42 | Report Abuse
Technology - Riding on the Chip Crunch
TSMC and other wafer fab players had in recent earnings call stated that they are planning to build more capacity for the automotive industry which typically takes 12-18 months, this explains why automotive semiconductor players (e.g. Infineon, ST Micro and Renesas) are already locking in orders 1-2 years in advance. Such development continues to favour our hidden gem pick, Kelington Group (OP; TP: RM2.50), as a prime candidate to benefit from fab expansions in Asia. Even with share price surging more than 3.2x (inclusive of free warrants) since our non-consensus initiation report on 11 Nov 2020, it still remains as our high conviction buy as the group is expecting more ultra-high purity gas system (UHP) job awards from fabs in China and Singapore.
Maintain OVERWEIGHT stance on the technology sector. Our top picks are:
(i) Kelington Group ( TP: RM2.50). Kelington Group recently clinched its largest job win worth RM420m, doubling its existing order-book which was already at an all-time high level prior to this win.
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it still remains as our
*** high conviction buy ***as the group is expecting more ultra-high purity gas system (UHP) job awards from fabs in China and Singapore.
READ CAREFULLY
*** high conviction buy ***
and not a technical buy ; or outperform call.
Can you examine the difference ?
Target Price RM 2.50 for mother share
When the mother reaches the desired Target Price : RM 2.50
WB will be at least RM 1.30 level to RM 1.40 level.
Stock
2021-10-01 06:45 | Report Abuse
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https://klse.i3investor.com/blogs/see_research/2021-10-01-story-h1591841622-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_PART_13_SUPER_BULL_STOCKS_.jsp
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SEE_RESEARCH
KGB / 0151
1st Target Price RM 2.00
2nd Target Price RM 2.50
Let us witness another explosive run up on the prices
in another 14 trading days , will it be
fast & furious to
RM 2.00 and
above RM 2.50
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SEE_RESEARCH
KGB Warrant WB / 0151
1st Target Price RM1.00 ( reached & achieved )
2nd Target Price RM1.30
Stock
2021-09-30 13:42 | Report Abuse
==========================================================================
Source : KENANGA
Stock : KGB Price Target : 2.50 | Price Call : BUY
Last Price : 1.80 | Upside/Downside : +0.70 (38.89%)
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https://klse.i3investor.com/blogs/see_research/2021-09-30-story-h1591818460-NOW_SHOWING_THE_TRILOGY_OF_FAST_FURIOUS_SHOW_PART_13_SUPER_BULL_STOCKS_.jsp
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SEE_RESEARCH
KGB / 0151
1st Target Price RM 2.00
2nd Target Price RM 2.50
Let us witness another explosive run up on the prices
in another 14 trading days , will it be
fast & furious to
RM 2.00 and
above RM 2.50
==========================================================================
osim bwf world superseries bwf victory sports badminton discover-winning GIF
Realmadrid Soccer GIF - Realmadrid Soccer Trophy - Discover & Share GIFs
SEE_RESEARCH
KGB Warrant WB / 0151
1st Target Price RM1.00
2nd Target Price RM1.30
Stock: [TSH]: TSH RESOURCES BHD
2021-10-07 07:40 | Report Abuse
https://klse.i3investor.com/blogs/see_research/2021-10-07-story-h1591933779-NOW_SHOWING_The_Trilogy_of_FAST_FURIOUS_Shows_PART_12_Another_Subur_690.jsp