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2021-03-04 14:39 | Report Abuse
Will sell Inari only above 4.5 lah. What for just bought at 3.50 this morning and sell now at 3.48.
2021-03-04 12:12 | Report Abuse
Added this morning at 3.50. Kamikaze. Good luck.
2021-03-04 08:56 | Report Abuse
The owner knows if it is in profit or loss, but he will definitely not tell you. Enemy of the company tells you that the company is to make a big loss, but the fact is that the enemy will never know the actual performance of the company.
2021-03-03 15:56 | Report Abuse
I sold the last batch of JHM today. Tqvm JHM. Good luck to all good forumers here.
2021-03-03 10:32 | Report Abuse
Top up again today. Good luck to myself.
2021-03-02 08:59 | Report Abuse
KGB's main biz is serving semi-con factories. Any interest ?
2021-02-26 17:05 | Report Abuse
Sold half of the holding first at 2.32 as disappointed with the QR. Impatient to wait for its new biz to kick in.
2021-02-26 09:05 | Report Abuse
Sure you will entitle until the ex data which has not been announced.
2021-02-26 08:05 | Report Abuse
wow.. very greedy to aim at rm4, but it is possible. good luck
2021-02-25 21:54 | Report Abuse
Plus great QR in Mar, wow, cannot finish eating.
2021-02-25 21:52 | Report Abuse
Beautiful!!! 1:1 bonus, 1:5 free Warrant. Expect to complete in Q2.
2021-02-25 08:58 | Report Abuse
Soft reminder, the reported eps 2.46 cts has not been diluted by the enlarged share base from the recent bonus issue in Feb21. The adjusted eps should be around 1.64 cts. Good luck.
2021-02-24 18:30 | Report Abuse
Today I added again at 0.82, averaging up, not down.
2021-02-24 18:28 | Report Abuse
Why next month ? Its fin. year ends in Dec, should announce QR in Feb right ?
2021-02-23 10:26 | Report Abuse
One more reason is China Theme.
2021-02-23 10:26 | Report Abuse
Calculated bet b4 QR. Anticipate great result with 100% utilization of LCO2 plant, record high order book from semicon, no more impairment.
2021-02-23 10:02 | Report Abuse
Added KGB again just now at 2.23
2021-02-22 14:53 | Report Abuse
No on the dry ice, but more on SMIC and LCO2.
2021-02-22 14:50 | Report Abuse
I bet vey big on KGB so I continue to average up.
2021-02-22 14:46 | Report Abuse
Excited to see the upcoming QR. Added more KGB today.
2021-02-22 08:58 | Report Abuse
It is in a very specialized and needed industry. I love it so much. Unfortunately the company is at the helm of notorious "buaya" family. If it is not this "buaya" family, I have had invested in this company years ago. Do you know other listed company doing the same type of biz ?
2021-02-20 16:46 | Report Abuse
Will add more next week if there is an correction. Strongly believe Ifca will fly high with 2 strong supporting assumption.
2021-02-16 21:44 | Report Abuse
Unlikely that the upcoming QR is bad. Impairment has been made in the previous qtr, thus it's very very unlikely that KGB makes impairment in consecutive 2 qtrs.
Orderbook piled to an all-time high at RM370m as at Nov20. (It is even higher with another new contract clinched in Jan 21). Plant utilization of liquid CO2 was at 60% as at Nov20.
2021-02-16 16:45 | Report Abuse
Added more at 405 today. Average is still higher than 405, on paper loss.
2021-02-09 21:26 | Report Abuse
RM3.2 for 1 bil mkt cap.
I am looking for RM3.50 @ PE 28 with 25% growth rate from the latest qtr.
2021-02-05 16:14 | Report Abuse
I am waiting too for foreign fund to buy into Inari. The most representative of M'sia semicon player. Its senior leadership are all American trained such as by Intel, Motorola, HP etc.
2021-02-05 16:04 | Report Abuse
The most difficult to forecast counter among all in my portfolio.
2021-02-05 16:01 | Report Abuse
Warrant again ? I made big mistake to let go the previous free Warrant after a month of entitlement.
2021-02-05 15:57 | Report Abuse
Only greedy can make big money. Gong Xi Fa Chai.
2021-02-05 15:34 | Report Abuse
VS RM2.85. Baru makes sense. Patut even higher.
2021-02-03 11:52 | Report Abuse
Wow, TP goes higher and higher. Info and research can't catch up the speed of the rise of the TP.
2021-01-30 17:50 | Report Abuse
soonheng : thks for your contribution to VS forum. You are a positive person.
2021-01-27 18:25 | Report Abuse
Good courage. I also see that KGB is the unnoticed indirect beneficiary of the booming chip industry. I would wait for correction to add more.
2021-01-26 12:04 | Report Abuse
Can't agree more with you that "Very promising futurećBuy and keep."
I am going to buy more too when there is a downward correction. I am not in hurry as I have a lot already.
2021-01-23 12:51 | Report Abuse
lcm : ESOS=employee stock option scheme. Usually it is for higher level management. Used as a retention program. Example : Lim is a senior mgr in Inari, entitlement is 10K units in 2021 with issue price at RM3.10, exercisable in 5 years. In 2026 you can exercise your option at 3.10, meaning if Inari is higher than 3.10 in 2016, you earn the favorable different by selling/exercising your option. If Inari is <3.10, your option has no value.
2021-01-23 11:44 | Report Abuse
Fe: would u mind to shred some light on your valuation on Krono ?
I invested into Krono since early 2019. At that time I bet big on data biz, net margin 8-11%, ROE ~ 10%, 5 years CAGR end Dec19 at 45%, continuous acquisition etc. Thus I put big money into it. Unfortunately I was totally disappointed by its significant impairment in Q120. My profession training told me that only lousy management mistake would cause significant impairment in biz likes Krono. Thing gets worsen with 4 consecutive negative growth with 1 q at lost. Margin was not good too although showing sign of recovering in the latest q3.
2021-01-22 21:43 | Report Abuse
To hold a counter for long term, the first criteria is its management. It has to be trustworthy or at least show behavior of trustworthy. I have hold LPI for 12 years, Inari for 6 years, Johotin for 4 years and are still holding on.
2021-01-22 21:37 | Report Abuse
My high confident on Krono has been dented by its lousy q1 and q2. Especially q1 where Krono has a very significant write off which I was not convinced at all and thus corelate it to incompetency or poor integrity of its directors. Until I build back confident on its management, I will keep it for short to medium term only and target for RM 1 instead of RM1.50 or RM1.80.
2021-01-22 21:28 | Report Abuse
Fe has good investment philosophy. Nice to have you in Krono.
Stock: [KGB]: KELINGTON GROUP BERHAD
2021-03-04 16:11 | Report Abuse
Bought KGB again at 2.15 just minute ago.