================================================================ A. With such powerful closing of the Nasdaq Composite Index at record closing that is near to 52 weeks high __ Of 17,608.44 / +264.89 on 12 June 2024 __ it will excite with positive momentum upwards of the Technology Sector ___ in KLSE
B. On the huge potential for KGB/ 0151 to be the next hidden jewel for the dynamics growth of sales revenues that will translate into higher EPS ( Earning per share) for the KGB / 0151
into the star performer for 2024 ___ as K G B is tilted to the " Technology Sector " in KLSE.
C. Repeated customers for KGB / 0151 also include
1. SMIC , China
2. TSMC , Taiwan
3. Stolt Nielsen/ international group of companies , Port Klang
4. Micron , Singapore
5. Western Digital, Penang & Samalaju Industrial Park, Sarawak , Malaysia
6. Lam Research Singapore Pte. Ltd. , Singapore
7. Others / Stolt Nielsen for the huge storage tanks in Port Klang __ of West Port , Pulau Indah
( i ) The above mentioned customers are by itself ; world class companies that are clear leaders in their respective fields.
( ii ) Stolt Nielsen is a world class conglomerate of huge storage tanks for chemicals; ships tankers moving the various chemical into final destination ports .
K G B/ 0151 is on the way to well known in its field that is well known in Asia and now spreading its services to European industrial cities thru Germany as well as inner ___ Southern China thru Hong Kong
with her respective physical offices __ well served .
MORE TO COME _____ AS THERE ARE SWAMPED OF POSITIVE OPPORTUNITIES
Wafer manufacturer Siltronic opens $2.9b facility in S’pore, will expand hiring
DPM Heng Swee Keat said at the opening ceremony of Siltronic's new plant that the digital and green revolutions will make semiconductors even more critical.
PHOTO: LIANHE ZAOBAO Timothy Goh
UPDATED JUN 13, 2024, 04:49 PM FacebookTelegram
SINGAPORE –
A German firm that supplies semiconductor materials officially opened a $2.9 billion advanced manufacturing facility here on June 12.
The 150,000 sq m factory in Tampines – Siltronic’s third production plant in Singapore – produces silicon wafers for semiconductors, which are used in mobile devices, electric vehicles and data centres.
The plant, which is expected to produce up to 100,000 wafers a month by the end of 2024, has introduced what is called silicon wafer epitaxy capabilities to Singapore for the first time.
Kelington Group Berhad thru their Singapore office is ready to offer their range of services.
More to come for K G B / 0151 as there are seamless of overflowing opportunities in Malaysia and the neighbouring countries of Singapore , Indonesia , Hong Kong and the inner cities of Southern China thru their KGB physical office in place in Hong Kong as a gateway .
With great opportunities in the coming months ; years of 2025 onwards in serving the Malaysia semiconductor industry as Malaysia targets over USD 100 BILLIONS IN SEMICONDUCTOR INDUSTRY INVESTMENT
AS DETAILS BY
P M / ANWAR IBRAHIM MITI MINISTER / TENGKU ZAHRUL.
From : SEE _Research Issued on 12.00 noon ., 15 June 2024 _ Saturday
On the huge potential for KGB/ 0151 to be the next hidden jewel for the dynamics growth of sales revenues that will translate into higher EPS ( Earning per share) for the KGB / 0151
into the
* top 5 star performer *
for 2024 ___ as K G B is tilted to the " Technology Sector " in KLSE.
A. Repeated customers for KGB / 0151 also include
1. SMIC , China
2. TSMC , Taiwan __ is one of KGB list of regular , repeated customers
( i ) The above mentioned customers are by itself ; world class companies that are clear leaders in their respective fields.
( ii ) Stolt Nielsen is a world class conglomerate of huge storage tanks for chemicals; ships tankers moving the various chemical into final destination ports .
K G B/ 0151 is on the way to well known in its field that is well known in Asia and now spreading its services to European industrial cities thru Germany as well as inner ___ Southern China thru Hong Kong
with her respective physical offices __ well served .
MORE TO COME _____ AS THAT ARE OVERFLOWING OF POSITIVE OPPORTUNITIES
WITH THE IMMEDIATE TARGET PRICES
( i ) K G B / TARGET PRICES __ ABOVE RM 4.10
( ii ) K G B WB/ TARGET PRICES __ ABOVE RM2.70 TO RM 2.90 LEVEL
Together with K G B IN CLOSE PARTNERSHIP AS THE CLOSE PROXIMITY OF GAS SUPPLIED CONTINOUSLY BY PETRONAS TO K G B PLANT NEXT DOOR THAT RESULTED MUTUAL BENEFITS
Ace Gases : a specialised subsidiary of K G B / 0151 _______ specializes in supplying liquefied industrial gases, including Liquid Carbon Dioxide, Liquid Argon, Liquid Oxygen, Liquid Nitrogen, Liquid Nitrous Oxide, Liquid Ammonia, Liquid Helium, and others, delivered in ISO containers both locally and overseas. We also offer tank leasing and rental services with our large fleet of multimodal ISO containers across the Asia Pacific region.
KUALA LUMPUR: Kelington Group Bhd's 90.71 per cent-owned subsidiary Ace Gases Sdn Bhd has started production of liquid carbon dioxide (LCO2) at its second plant in Kerteh, Terengganu.
With a production capacity of 70,000 tonnes per year, this brings the company's production capacity of LCO2 to 120,000 tonnes per year.
Kelington chief executive officer Raymond Gan said the company's first ventured into LCO2 manufacturing with the commencement of the first plant, with production capacity of 50,000 tonnes per year, in Oct 2019.
"Having reached its full capacity, this expansion enables us to stay ahead of the growing market demand.
"Commencement of the second LCO2 plant will position us for further revenue growth from our industrial gas segment as we now have the capacity to effectively meet rising demand," he said in a statement.
According to Gan, the prospects of the company's LCO2 manufacturing business are promising, especially as the closure of petrochemical plants overseas due to environmental concerns have led to global shortage of LCO2, which is essential in many industrial processes.
He added that over 70 per cent of the company's LCO2 is currently exported, serving markets in Singapore, Australia, New Zealand, Fiji, Indonesia and the Philippines.
He said the enhanced capacity allows Kelington to further broaden its market footprint, both within these existing territories and into new regions.
At Kelington's LCO2 plant, CO2 waste gas sourced
from Petronas Gas' processing plant
is purified and converted into food-grade LCO2, catering for use across diverse applications, particularly in the food and beverage (F&B) sector to produce carbonated drinks and the creation of dry ice for food freezing.
In addition to the manufacturing facilities, Kelington said it has a robust support infrastructure, including storage tanks and a fleet of transportation vehicles.
The company noted that this facilitates the secure and efficient distribution of LCO2 both domestically and internationally.
Meanwhile, Kelington also said its strategic diversification into both engineering services and industrial gas manufacturing ensures a balanced portfolio for long-term sustainability.
While engineering services offer project-based revenue, the company said the industrial gas segment promises a steady, recurring income, enhancing the company's financial resilience and growth potential across various market conditions and sectors.
By balancing across both segments, the company said it is able to capitalise on opportunities across different market cycles and sectors.
that resembles a cup and handle where the cup is in the shape of a "u"
and the handle has a slight downward drift.
A cup and handle is considered a bullish signal extending an uptrend, and it is used to spot opportunities to go long.
Technical traders using this indicator should place a stop buy order slightly above the upper trendline of the handle part of the pattern. The pattern was first described by William J. O'Neil in his 1988 classic book on technical analysis,
From : SEE _Research issued on __ 10.30 pm., 17 June 2024 / Monday
K G B
For this month __ June 2024 __ It is so good to note that K G B / 0151 ______ have appeared two times in the Star BizWeek ___ of ( i ) 1 June 2024 / Saturday ( ii ) 15 June 2024 / Saturday
From : SEE _Research issued on 11.30 pm., 20 June 2024 / Thursday
The above pic shows on the technical chart and analysis __ on K G B Closed on 16 April 2024 = RM 2.47
On 16 April 2024 / Tuesday __ big fall for almost all stocks due to * * Israel & Iran * big conflicts that can escalate to war / s * within 2 countries
Today / 20 June 2024 / good closing at RM 3.59 ( + RM 0.12 )
From 16 April 2024 to 20 June 2024 = meteoric up of RM ___ 1.12
ffs, pls stop your spam la @See_Research. We the shareholders of KGB do not appreciate your constant spamming. If you want to discuss, do it in the proper manner. One or two lines will do.
kiasutrader Publish date: Fri, 28 Jun 2024, 12:12 PM
We maintain OVERWEIGHT on the technology sector.
World Semiconductor Trade Statistics (WSTS) recently raised its projection for global semiconductor sales in CY24 to +16% (from +13.1%) driven by strong demand for memory and logic ICs. Following six consecutive months of YoY growth in semiconductor sales (Nov 2023 to Apr 2024), Malaysian players—which are mostly at the back end—are beginning to feel the positive impact. They guided for improving order visibility in coming quarters, which is consistent with our view of a recovery in 2HCY24.
Our top picks are:
(i) INARI (OP; TP: RM4.60) for its growing presence in China’s smartphone market and the AI space,
(ii) KGB (OP; TP: RM4.10) for its strong earnings visibility backed by a RM1.3b order book, and
(iii) LGMS (OP; TP: RM1.90) on higher demand for cybersecurity services from corporations locally on the heels of the enactment of Cybersecurity Bill 2024.
Recovery gaining momentum.
We reiterate OVERWEIGHT on the technology sector.
Global semiconductor industry data aggregator and forecaster WSTS in Jun 2024 raised its projection for CY24 global semiconductor sales to 16% (from 13.1% it projected in Nov 2023) driven by expectations for stronger YoY recovery from the memory segment (+77% from +45%) and logic ICs (+10.7% from +9.6%). Geographically, WSTS upgraded their sales forecasts for the Americas (+25% from +22%) and Asia Pacific (+18% from +12%).
These two regions will lead the recovery in CY24, accounting for c.27% and c.56% of total global sales, respectively.
Global semiconductor sales bottomed out and rebounded in Nov (+5.3%) and Dec (+11.6%) CY23 and had since stayed on a recovery trajectory into 1QCY24 (+15.2% YoY).
The YoY growth from Jan to Mar 2024 was consistent in the mid-teens.
We continue to like
KGB
as a key proxy to the front-end wafer fab expansion which is likely to pick up more aggressively in the 2HCY24.
The group continues to see a higher proportion of high purity (UHP) gas solution jobs in its pipeline, making up c.78% (vs. 60% in FY23) of its RM1.25b outstanding order book.
Meanwhile, its tender book remains elevated at RM1.6b, predominantly for potential jobs from China and Singapore.
We understand that the demand from China stems from the country’s ambitious goal to increase its semiconductor capacity by 60% in the next three years to cater for local consumption while Singapore’s demand comes from existing MNCs in the area looking to expand their capacity. The group has also set up offices and begun tendering in new regions (i.e. Hong Kong and Germany) at the request of existing semiconductor customers.
All in, KGB is optimistic to secure at least RM1b order replenishment in 2024 with current job secured standing at RM235m as at 1QCY24.
To take note on the Master / Sifu Adam Khoo from Singapore __
of the technical chart and analysis __
And to note : on successful investments
MUST BE ( i ) proven companies
( ii ) predictable profit / s
( iii ) consistent profit / s
Meaning the last 2 financial quarters need to be increasing profit/ s
last 2 financial quarters need to be increasing sales revenues as only can sustain the share prices upwards
Thus the EPS = Earning per share will corresponding increase too
Thus only can sustain the share prices higher ; higher ; higher.
To take note on KGB WB as K G B meets all these criteria
The coming trading days __ with new catalysts on the contract win __ expected at least 2 contract win/s with Per contract = RM 150 , 000 , 000.00 per 1 contract
K G B __ will issue the coming financial quarter after 22 August 2024 with increasing revenues with increasing profits too .
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
SEE_Research
4,626 posts
Posted by SEE_Research > 1 month ago | Report Abuse
To : All
From : SEE_Research
Issued on 5.00am., 13 June 2024 / Thursday
1. Please note on
Nasdaq Composite Index reaching record 52 weeks high of 17,725.39
Nasdaq Composite Index
17,608.44 / +264.89
(1.53%)today
12 Jun, 4:46 pm GMT-4 • Disclaimer
Open
17,502.15
High
17,725.39
Low
17,490.64
Prev close
17,343.55
52-wk high
17,725.39
52-wk low
12,543.86
================================================================
A. With such powerful closing of the
Nasdaq Composite Index at record closing that is near to 52 weeks high __
Of
17,608.44 / +264.89 on 12 June 2024 __ it will excite with positive momentum upwards of
the Technology Sector ___ in KLSE
B. On the huge potential for
KGB/ 0151 to be the next hidden jewel for the dynamics growth of sales revenues that will translate into higher
EPS ( Earning per share)
for the KGB / 0151
into the star performer for 2024 ___
as K G B is tilted
to the " Technology Sector " in KLSE.
C. Repeated customers for KGB / 0151 also include
1. SMIC , China
2. TSMC , Taiwan
3. Stolt Nielsen/
international group of companies ,
Port Klang
4. Micron , Singapore
5. Western Digital, Penang & Samalaju Industrial Park,
Sarawak , Malaysia
6. Lam Research Singapore Pte. Ltd. , Singapore
7. Others / Stolt Nielsen for the huge storage tanks in Port Klang
__ of West Port , Pulau Indah
================================================================
Remarks
( i ) The above mentioned customers are by itself ; world class companies that are clear leaders in their respective fields.
( ii ) Stolt Nielsen is a world class conglomerate of huge storage tanks for chemicals; ships tankers moving the various chemical into final destination ports .
K G B/ 0151 is on the way to well known in its field that is well known in Asia and now spreading its services to
European industrial cities thru
Germany as well as inner ___
Southern China thru Hong Kong
with her respective physical offices
__ well served .
MORE TO COME _____
AS THERE ARE SWAMPED OF POSITIVE OPPORTUNITIES