yea, can u stop spamming? thanks ya

SERIOUS IN DOING BUSINESS. RESPECT

I SEE U LIKE PENTA. MAKE IT HAPPEN!

https://theedgemalaysia.com/node/705296
“It is earmarked to support the group’s future expansion efforts within the LCO2 manufacturing segment. The additional space will enable us to increase manufacturing capacity, enhance logistics infrastructure, and construct warehouses and other supporting buildings as required,” said Gan in a statement.

GROW AHEAD, POWER AND STRONGLY, DONT STOP. 2024 THEN 2025!

this ceo said the industry was in contraction in 2023... deng... contraction u still can deliver good growth... u better perform surprisingly well in 2024... dont simply say say ya... believe u so long already...

Group CEO Raymond Gan said chipmakers are aggressively expanding production capacity to meet a surging demand for chips, driven by factors like geopolitical diversification and the need for advanced technologies like artificial intelligence (AI), Internet of Things (IoT), electric vehicles and Industry 4.0.

“As these technologies advance, the demand for semiconductor manufacturing facilities remains strong.

"After a contraction in 2023 due to the cyclical nature of the industry, semiconductor manufacturing equipment growth is expected to resume in 2024, with sales expected to strongly rebound in 2025."

Happy

Nvdia 850 already

Wait lo.. this is not a short term stock.

Ah lenglui @ChloeTai u kira salah liao...? FY2024 PAT 116.7M. Average per quarter is 29M.

sounds confident lo..

"This positive trend is driven by a substantial increase in higher- margin UHP jobs, representing c.74% of its outstanding orders (vs. c.60% in FY23). In FY23, the group secured RM1.1b worth of new jobs and we are conservatively expecting the group to repeat its RM1b replenishment in FY24. "

3 AMANAHRAYA TRUSTEES BERHAD 30,238,400 4.70%
PUBLIC ISLAMIC OPPORTUNITIES FUND
4 CARTABAN NOMINEES (TEMPATAN) SDN BHD 28,383,200 4.41%
ICAPITAL.BIZ BERHAD
5 CIMB GROUP NOMINEES (TEMPATAN) SDN BHD 23,253,400 3.62%
CIMB COMMERCE TRUSTEE BERHAD - KENANGA GROWTH FUND
6 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 15,116,500 2.35%
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (KENANGA)
7 CITIGROUP NOMINEES (ASING) SDN BHD 13,770,000 2.14%
EXEMPT AN FOR CITIBANK NEW YORK (NORGES BANK 19)
8 TOKIO MARINE LIFE INSURANCE MALAYSIA BHD 10,138,100 1.58%
AS BENEFICIAL OWNER (PF)
9 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 8,347,900 1.30%
EMPLOYEES PROVIDENT FUND BOARD (AMUNDI)
10 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 7,773,300 1.21%
KUMPULAN WANG PERSARAAN (DIPERBADANKAN)(PRINCIPAL EQITS)
11 CIMB GROUP NOMINEES (TEMPATAN) SDN BHD 7,559,100 1.18%
CIMB COMMERCE TRUSTEE BERHAD FOR KENANGA SHARIAH GROWTH
OPPORTUNITIES FUND (50156 TR01)
12 LEE BEE SENG 7,150,300 1.11%
13 AMANAHRAYA TRUSTEES BERHAD 6,500,000 1.01%
PUBLIC STRATEGIC SMALLCAP FUND
14 HSBC NOMINEES (TEMPATAN) SDN BHD 6,494,500 1.01%
HSBC (M) TRUSTEE BHD FOR MANULIFE INVESTMENT SHARIAH
PROGRESS FUND
15 DB (MALAYSIA) NOMINEE (TEMPATAN) SENDIRIAN BERHAD 6,000,000 0.93%
DEUTSCHE TRUSTEES MALAYSIA BERHAD FOR HONG LEONG
DIVIDEND FUND
16 CITIGROUP NOMINEES (ASING) SDN BHD 5,897,357 0.92%
UBS AG
17 MAYBANK NOMINEES (TEMPATAN) SDN BHD 5,677,500 0.88%
NATIONAL TRUST FUND (IFM KENANGA) (410196)
18 CIMB ISLAMIC NOMINEES (TEMPATAN) SDN BHD 5,635,300 0.88%
CIMB ISLAMIC TRUSTEE BERHAD - KENANGA SYARIAH GROWTH FUND
19 CARTABAN NOMINEES (TEMPATAN) SDN BHD 5,345,000 0.83%
CN CIMB COMMERCE TRUSTEE BERHAD FOR KENANGA GROWTH
FUND SERIES 2
20 AMANAHRAYA TRUSTEES BERHAD 5,021,400 0.78%
PB ISLAMIC SMALLCAP FUND
21 GAN HUNG KENG 4,696,332 0.73%
22 ONG WENG LEONG 4,391,800 0.68%
23 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 3,961,800 0.62%
UNIVERSAL TRUSTEE (MALAYSIA) BERHAD FOR PRINCIPAL DALI
EQUITY FUND
24 CIMB GROUP NOMINEES (TEMPATAN) SDN BHD 3,416,900 0.53%
EXEMPT AN FOR PETROLIAM NASIONAL BERHAD (ACF-KENANGA-EQ)
25 AMANAHRAYA TRUSTEES BERHAD 2,800,000 0.44%
PUBLIC EMERGING OPPORTUNITIES FUND
26 TOKIO MARINE LIFE INSURANCE MALAYSIA BHD 2,800,000 0.44%
AS BENEFICIAL OWNER (TMEF)
27 CHIA ZHEN CONG 2,772,100 0.43%
28 AFFIN HWANG NOMINEES (TEMPATAN) SDN. BHD. 2,746,200 0.43%
PLEDGED SECURITIES ACCOUNT FOR SOH CHIN LEH
29 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 2,708,900 0.42%
URUSHARTA JAMAAH SDN. BHD. (PRINCIPAL 2)
30 CITIGROUP NOMINEES (TEMPATAN) SDN BHD 2,689,800 0.42%
EMPLOYEES PROVIDENT FUND BOARD (CIMB PRIN)

does anyone know the onsite new project at kulim worth how much?
"Additionally, the commencement of our second on-site gas supply scheme in 2Q2024, to supply hydrogen, nitrogen, and oxygen for an optoelectronics semiconductor giant in Kulim, Kedah, will also contribute positively to the Group's earnings visibility over the next ten years. "

looking forward Q1 Q2 2024. and hope they win more projects. sure can climb more. jz need patience.

u still dont know who is kgb and who is he doing business with. nevermind, u better dont touch this stock, this is not for u.

judgement on dividend like u, come on la... really talk nonsense.. so r u surprise when look at:
nvidia dividend yield 0.020%
apple 0.5%
amazon no dividend
tesla no dividend
ok, according to u. they r scam companies.

kgb give 1.65% as a fast growing and expanding company. because they making more and more new plants and developing better technologies. i am very happy enough they give dividend, and the amount is growing consistently with share price 60% increament. and u r funny to count the dividend yield as per quarter. joke u are

read harry better, at least shows some real stats and not bang bang on keyboards like a silly guy.
https://www.moomoo.com/community/feed/contract-flow-company-kgb-s-profit-all-the-way-110927636660230

oh man... the more he says, the more i think he is really silly and know nothing.. funny guy.. at least feel some shame and get out from this room. save some pride.
he is trying to say kgb clients who mostly are big well known companies from sg, malaysia and china (Micron, Panasonic, IMflash, Seagate, WesternD, HP, Merck, BBraun, Pantai Hospital, Amgen, SMIC, Infineon, TSMC) will default kgb. oh man, i am speechless...

EH I JUST REALISED. GOT ANOTHER ON-SITE GAS PLANT COMING UP? 2Q2024. "Additionally, the commencement of our second on-site gas supply scheme in 2Q2024, to supply hydrogen, nitrogen, and oxygen for an optoelectronics semiconductor giant in Kulim, Kedah, will also contribute positively to the Group's earnings visibility over the next ten years. "
BILA PUNYA. DULU TAK TAU.

Commentary Of Prospects
The Group continues to enjoy a healthy orderbook replenishment rate across the Ultra High Purity, Process Engineering, and General Contracting Segments. During the 12-month ended 31 December 2023, the Group has secured new contracts amounting to RM1.10 billion in 2023. Including the projects carried forward from the previous years, our total orderbook stood at RM2.80 billion of which RM1.30 billion remains outstanding. In addition, we clinched another major contract amounting to RM143 million in China in early January 2024. The contract is awarded from China's largest semiconductor foundry, to perform design, procurement, construction, and commissioning of gas hookup system in Shanghai, China. Prospects in the Industrial Gases division remain positive as demand for liquid carbon dioxide (LCO2) increases in tandem with the recovery in economic
activities. We are also experiencing growing export demand for LCO2 from Oceania countries. To cater to this increased demand, the commencement of our second LCO2 plant in Kerteh in the first quarter of 2024 will more than double our production capacity and further enhance the industrial gas division's financial performance.
Additionally, the commencement of our second on-site gas supply scheme in 2Q2024, to supply hydrogen, nitrogen, and oxygen for an optoelectronics semiconductor giant in Kulim, Kedah, will also contribute positively to the Group's earnings visibility over the next ten years. Barring unforeseen circumstances, we are confident of delivering a commendable financial performance in FY2024 as we execute our existing orderbook across our key operating markets.

INI STOCK AMBIL MASA NAIK PUNYA. PLEASE CONTINUE STEADY UP

TERIMA KASIH NAIK DIVIDEND DARI 1.5 KEPADA 2.5. ADA DIVIDEND UNTUK MAKAN

wait the next quarter where new plant profit comes in and boost up more profit~

how good also need to chill and relax.. otherwise too excited and accidentally sell it. keeping my nerve steady, it still got future to look forward

man.. nvdia new tp is raised to 835, highest is 1200~ wat a stock

give some money makan tomyam while waiting

kasi higher dividend please, reward my patience

if goreng stocks i not dare, if funds' favorite stocks i dare. lagi got dividend. hopefully this quarter give higher dividend.

good example the crazy nvdia, always breaks ATH. the new ATH always surprise me. starts from 111, and keep on growing. then it released the 1st surprisingly astonishing quarter results, the price hit 500, i thought couldnt be higher. then goes to almost 750! haha another and another all time high one after one, because it still continuously growing, so with the quarters results.

that is why for good stock, i tend to hold longer term until the fundamental change, as fluctuations always happen due to profit taking. if it is good company, has good and sustainable fundamental, and growing strong, has strong uptrend it will eventually will make another and another new all time high. gotta make own judgement whether i see next few quarters will be even better or not. i hope this one can make it!

US market high. China market cloudy. Malaysia politic stable for now, USD/RM cheap. Sure foreign money coming in. Hohoho, 2024 for Malaysia!

zero credibility

the more fake news or evil comments they make, the more we know their true evil face and mind. last time i still dont know who they are and how they do. now i know. dont believe at all what they say. whatever they post, i will just ignore, not even a glance.

@ChloeTai I also hope the earnings the higher the better. For myself, I will give it time to expand and grow for now and I am looking at longer term like FY24 especially and maybe FY25. Plus I think they might give handsome dividend in future. Because many funds in this share. Top 30 all funds. They are strong holder. Especially dividend growth stocks. Which is rare

recently saw some gurus start posting on semiconductor industry, citing they are undervalue and recovery is coming in. indeed they are laggard and behind compared to international market where they already ridding on AI trend. plus Malaysia should have beneficial factors on weak USD/RM. maybe 2024 is a year for semiconductor industry for malaysia. space for growth for malaysia!

wow, today like this! i like growth stocks! yes fast fast grow and become gigantic! lets see how u do in FY2024! u will do better this year! as u have the right things in every aspects and 2024 is a good year for u!

thank you for sharing. thumbs up

maybe this coming Q423 is just ok only, I have more expectation for Q124

my highest bet for its coming Q423 PAT is double of Q422, that is 17.8x2=35.6 million.
hahaha, but its a super over optimistic figure

Comparing preceeding year PAT
Q421 8.1million Q422 17.8million
Q322 15.7million Q323 31.7million

i agree with otb, as long as PAT around 100 million in fy2023, it is good enough. because it is a growth stocks. to me 23.48million is within expectation and in fact is 30% of growth compare to Q4 2023 17.8million, making kenanga tp reasonable enough. but of course we wishing for more, the more the better. we dont rule out it may be double growth since this stocks always post double growth compare to previous year. fast growing company

and give nice dividend, enough to make funds and long term investor like me keep it as favorite stock

Q4 results profit 23.48million will be good enough

but 23.48million sound good enough though. maybe can expect more profit in Q1 2024 results releasing in May where the new plant has just been operating in early 2024. "Plant 2, with capacity of 70k tonnes/year or 1.4x of
Plant 1", that 140% is a lot. Still got long way to wait to see a greater results in May.

https://kelington-group.com/wp-content/uploads/2023/12/20231130-Kenanga-Conviction-Call-Update.pdf

interesting analysis from kenanga.

FYE Dec (RM m) 2022A 2023F 2024F
Net Profit 55.4 90.4 100.3
EPS (sen) 8.6 14.1 15.6

now cumulative Q3 already 66.92millions. so meaning kenanga tp of 3.28 is base on coming Q4 profit at 23.48million only?

if they can achieve that, still got plenty of room

grow bigger, grow and grow, keep on growing. maybe 1 day it become big chips like inari, penta not only grow in value but also give handsome dividend

agree with otb!

i bought mieco but i sold already.

no la, i am normal investor only. mieco is good. just that i think the price might NOT be bottom yet. but maybe i am wrong.