Thks of the educational sharing

三哥，when is your turn to go up?

Wow 400K , I want to change my name to 1688888 too. Kudos for your great earning.

I joined in.

Already made great return thru HT but will never break even in overall glove counters as only averaging down in HT but not in TG.

Me too in the 40%

Sikit sikit naik, jadi Bukit

I never enjoy bonus from Johotin/Ableglob since 2017. Hopefully this is the year of bonus.

Yeah, rm2 is within an easy reach.

Stagnant likes a rock.

I anticipate the upcoming eps at 5 cts again.

News on tariff accelerated the hike of HT earlier. I anticipate it’s hard to hold the current price for long. Nevertheless, after a dip from the current, it will break 4 in longer term, I f/c at year end.

W/o extra tariff on China, HT would be fine too.

HL f/c eps14cts in fy26. At PE 30, price =4.20.

TA got insight that now the capacity has been fully filled, some orders have to be pushed till new lines are ready.

Pls make one limit up showcasing the return of the King.

Then “Jiak Beh Liao” loh

Hope so. and Thank you for the positive energy

So insightful.

tortoise, tortoise wakes and moves up quick quick.

https://www.klsescreener.com/v2/news/view/1304667

HL investment has TP RM5.40 for MBMR in Mar2024.

Thank you for your kind response.

As said before, the strongest driving force behind the share price of KGB is the replenishment of contracts. In the past years, there were announcements on new contract wins every couple months, but I don't see the trend is sustained this year. A bit of a concern. Hopefully a new big contract win is on the way. God bless.

Referring to your 2nd last sentence about the new LCO2 plant, the contribution from LCO2 infact is not significant if we look at the past income breakdown. Nevertheless any extra earning is good for the valuation of KGB especially the extra earning from LCO2 which carries much higher net margin that the main income stream, UHP.

https://www.klsescreener.com/v2/news/view/1303911

Kelington starts production at second LCO2 plant
https://www.klsescreener.com/v2/news/view/1299945/kelington-starts-production-at-second-lco2-plant

Glad to see some relevant and positive postings about YTLP in this sunny Sunday morning. Gambetta!!!

KamSiah 'Bohliao' for continuously disseminating relevant and positive info about KGB.

Not to pour cold water, I don't think Inari will rise significantly seeing the SBL is still taking shares from the market at rate 1.5%.

Agree that this can be a mini DLady.

Invisible pressing hand comes again with 1.5% interest for SBL. Have to wait for much longer again to see a significant uptrend.

Boh Kang Tao

I guess the invincible hand mentioned by you = SBL mentioned by me.

@huatkia : what did you see ?

Harta's gloves sale order is increasing as quite a significant number of buyers have come back to M'sia. Harta will show us a good set of qtr earning 3 months later.

Yes, OSK ups ups

Yes, FocusP moves up. Heng, Ong, Huat in Loong Year.

By HLebroking on 19Feb:
UHP segment to perform strongly, supported by the anticipated rebound in
semiconductor sales (with the WSTS forecasting a 13% increase for 2024) and the China +1 strategy benefiting Southeast Asian (SEA) players like Malaysia and Singapore. With an order book of RM1.5bn as of November 23, KGB is poised to report strong earnings for FY24-25, with additional opportunities for order replenishment in the future, supported by a high tender book of RM2.17bn. Management sees plenty of job opportunities in Singapore, Malaysia, and China markets. This optimism is bolstered by the ongoing expansion pipeline in global semiconductor players such as GlobalFoundries, SMIC, and Infineon, announced in 2023, despite the down cycle in semiconductor sales. This expansion is mainly driven by the China +1 strategy and the prolonged US-China trade war, which has prompted China to invest in its semiconductor capabilities. These events have opened up more UHP contract opportunities, as these gases are crucial for semiconductor fabrication processes such as photolithography and etching.

Second LCO2 plant to come online. To recap, KGB has committed to invest RM45m in setting up its second LCO2 plant (P2) in Kerteh, Terengganu, following the success of its first LCO2 plant which began operations in 2019 and achieved an 80% utilization rate in 1H22. With P2 currently in the final stage of testing and expected to come online soon, the addition of 70k tonnes per year (bringing total capacity to 120k tonnes per year) will boost the group’s FY24 earnings. With P1 currently operating at full capacity, P2 will alleviate this bottleneck, enabling the group to capitalize on the increasing demand for LCO2 in the Asia and Oceania region, given the worsening shortage of LCO2 following the closure of petrochemical plants globally. Additionally, it's worth noting that the industrial gas business offers stable recurring income with a superior margin (industrial gas GPM: 30% vs UHP: 15%).

New wave on the making. KGB is poised to establish a higher high formation, reinforced by bullish indicators. A successful breakout above RM2.40 will spur the price toward RM2.50-2.57-2.68. Cut lost at RM2.09

Inari will change its lukewarm trend beginning tomorrow as the SBL shares have been returned.

a good counter, will reach RM2 with eps 5x4=20 and PE 10, div ~4%

Inari will catch up the broader market sooner or later once as its biz in Penang plants is doing good.

SMRT, keep the uptrend momentum rolling. While others have moved up, you should not be below RM1.

Gong Xi Fa Chai

FocusP is one of the top pick of HLebroking with target price at 1.03.

Judging from the Securities Borrowing & Lending rate at 2% for Inari this week, someone does not want the price to go up too high.

When the broad market is hot and moving north, can buy small cap growth stock like smrt to ride along the rising tide.

140 mil is good but not sufficient. Need more new contracts to come in

This is the very fundamental to support share price of KGB

Got a New contract again.
https://www.klsescreener.com/v2/news/view/1260057

https://www.klsescreener.com/v2/news/view/1260057