Posted by cgtan2020 > 2023-11-06 10:53 | Report Abuse

https://kelington-group.com/wp-content/uploads/2023/09/2Q-2023-Financial-Review.pdf
Read the latest Q review by management. High chance, Net profit will hit 100Millions in 12-18 months. CO2 is selling very well. ROE 25% now.

Posted by Augustine > 2023-11-14 15:00 | Report Abuse

Trued, its fundamental is quite strong

Posted by amateurJR > 2023-11-15 22:44 | Report Abuse

erm this one consolidates for quite a while d, maybe pending for qtr result

Posted by jojo85 > 2023-11-16 16:18 | Report Abuse

No hope

Posted by ZoeZoe > 2023-11-17 13:08 | Report Abuse

This round QR new business revenue should kick in! QR to be released today of next week?

Posted by Najib Zamry > 2023-11-20 14:49 | Report Abuse

another good result coming?

Posted by jojo85 > 2023-11-20 14:54 | Report Abuse

No hope...

Posted by cgtan2020 > 2023-11-23 18:04 | Report Abuse

EPS 0f 4.91 this Q. very good

Posted by charlie chia > 2023-11-23 18:13 | Report Abuse

Hope tomorrow can break Rm 1.65 resistance

Posted by Ayong21 > 2023-11-23 18:42 | Report Abuse

fuiyoh, not breaking 1.65 is about limit up tmr.

Posted by jojo85 > 2023-11-23 18:54 | Report Abuse

Break down trend line...happy invest guys..

Posted by BursaKakis > 2023-11-23 20:21 | Report Abuse

Kelington Group's 3Q profit doubles to RM31.7m amid high demand for industrial gases
https://theedgemalaysia.com/node/691134

Posted by troy88 > 2023-11-24 09:02 | Report Abuse

Fantastic QR. well done

Posted by BursaKakis > 2023-11-24 09:49 | Report Abuse

KGB’s 9MFY23 results beat expectations on margin expansion
stemming from account finalisation of a turnkey job and
accelerated billings from high-margin ultra-high purity gas system
projects. We raise our FY23-24F net profit forecasts by 45% and
53%, respectively, lift our TP by 53% to RM3.28 (from RM2.15) and
reiterate our OUTPERFORM call - Kenanga Research 24112023.

Posted by gohkimhock > 2023-11-24 09:52 | Report Abuse

A lot of people don't understand this company's business. It is in an area that do not have much competitor..

Posted by SEE_Research > 2023-11-24 11:43 |

Post removed.Why?

Posted by SEE_Research > 2023-11-24 11:43 |

Post removed.Why?

Posted by SEE_Research > 2023-11-24 11:44 |

Post removed.Why?

Posted by SEE_Research > 2023-11-24 13:31 |

Post removed.Why?

Posted by klee > 2023-11-24 14:59 | Report Abuse

HOOT9E

Posted by James Ng > 2023-11-24 20:53 | Report Abuse

[转贴] [Video:浅谈KELINGTON GROUP BERHAD, KGB, 0151] - James的股票投资James Share Investing
https://klse.i3investor.com/web/blog/detail/general/2023-11-24-story-h-214190277

Posted by hoplanner > 2023-11-24 21:29 | Report Abuse

The commencement of our second on-site gas supply scheme in 1Q2024, 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 10 years.

Posted by BursaKakis > 2023-11-25 09:56 | Report Abuse

Comments on Prospects - Q3 Sep 23 Report dd 23112023

The Group continues to enjoy a healthy orderbook replenishment rate across the Ultra High Purity, Process Engineering, and General Contracting Segments. During the 9-month ended 30 September 2023, the Group has secured new contracts amounting to RM858 million in 2023. Including the projects carried forward from the previous years, our total orderbook stood at RM2.56 billion of which RM1.51 billion remains outstanding.

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 this increased demand, our second LCO2 plant in Kerteh will more than double the production capacity, further enhancing the industrial gas division's financial performance starting from 4Q2023.

Additionally, the commencement of our second on-site gas supply scheme in 1Q2024, 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 FY2023 as we execute our existing orderbook across our key operating markets.

https://www.businesstoday.com.my/2022/04/26/kelington-could-generate-rm180-million-from-gas-supply-deal-for-semicon-plant-in-kedah/

Posted by klee > 2023-11-25 12:50 | Report Abuse

awaiting rhb ib rerating...

Posted by klee > 2023-11-25 12:51 | Report Abuse

Linde PLC
NASDAQ: LIN
Overview
Compare
Financials
Market Summary
>
Linde PLC
414.22 USD
+255.17 (160.43%)past 5 years
Closed: 24 Nov, 4:49 pm GMT-5 • Disclaimer
After hours 414.22 0.00 (0.00%)

Posted by klee > 2023-11-25 12:53 | Report Abuse

linde plc pe is 36
if we assign just a conservative pe of 18 to kgb,with its latest qr eps of 4.91 sen ,what would it be worth? go figure

Posted by klee > 2023-11-25 12:54 | Report Abuse

Linde plc is a global multinational chemical company founded in Germany and, since 2018, domiciled in Ireland and headquartered in the United Kingdom. Linde is the world's largest industrial gas company by market share and revenue. Wikipedia

Posted by klee > 2023-11-25 13:09 | Report Abuse

Fyi kgb was around 55 sen in dec 2018,5 yrs ago.At fri close of 1.7 it has appreciated 200% whilst linde's appreciation over 5 yrs was 160%.

Posted by klee > 2023-11-25 13:10 | Report Abuse

Even the kiasi kiasu icap owns 4 % of kgb

Posted by klee > 2023-11-25 13:11 | Report Abuse

4.41 % to be exact

Posted by cgtan2020 > 2023-11-26 07:06 | Report Abuse

come Q4, KGB net profit for FY2023 will hit RM100 Millions, with higher net margin of 8% and cash above 188 Millions. Lot of interest will be draw onto it.

https://www.tradingview.com/x/OPXBwGG2/

Moving towards adjusted ATH of 1.81

Posted by klee > 2023-11-27 09:08 | Report Abuse

minggu ni RM2 huatttt ah

Posted by ZoeZoe > 2023-11-27 09:20 | Report Abuse

LIMIT UP Please!

Posted by gohkimhock > 2023-11-28 00:12 | Report Abuse

one more round of goreng will come very soon..

Posted by weibozai > 2023-11-28 00:15 | Report Abuse

Interesting TP by Kenanga

Posted by klee > 2023-11-28 12:33 | Report Abuse

Finally market wakes up to the deep value in this gem.

Posted by klee > 2023-11-28 12:36 | Report Abuse

next year the destination is no less than rm3

Posted by davors > 2023-11-28 15:29 | Report Abuse

already offload at 1.840...
everyone huat ah~!

Posted by klee > 2023-11-28 16:25 | Report Abuse

its a mistake to sell near all time high

Posted by cgtan2020 > 2023-11-28 16:34 | Report Abuse

reach ATH of 1.89!!!

Posted by gohkimhock > 2023-11-28 18:46 | Report Abuse

I also have no idea how high it can go. Just ride the wave. This is still an unpolished gem.

Posted by BursaKakis > 2023-11-29 08:22 | Report Abuse

One Stop Engineering Solution Provider
https://www.youtube.com/watch?v=M8x4ZP5QACk

Posted by OTB > 2023-11-29 11:02 | Report Abuse

No point to bad mouth other stock which you do not like.
If you do not like this stock, do not invest in this stock.
No point to cause harm to other investors in this forum.
Please be a gentleman in this forum.
Please also do not take a revenue in this forum.
There is no right or wrong in the stock market.
Invest yourself with ease and please do not attack other stock.
Thank you.

Posted by cgtan2020 > 2023-11-29 11:25 | Report Abuse

Look at section 12 of last quarterly results for receivable dues.

Big chunk, Not past due amount is 354,835,000.
So not much to worry yet.

Posted by OTB > 2023-11-29 11:45 | Report Abuse

I wish to see both SEE-Research and calvintaneng can share information correctly to benefit all the readers in this forum.
Put aside your differences.
Work as a team to win big.
Thank you.

Posted by klee > 2023-11-29 13:24 | Report Abuse

Calvin,apparently you are making up stories to attack KGB.


cgtan2020

Look at section 12 of last quarterly results for receivable dues.

Big chunk, Not past due amount is 354,835,000.
So not much to worry yet.

Posted by cgtan2020 > 2023-11-29 18:28 | Report Abuse

@calvintaneng kindly read AR2022 Page 134, Section 2.3.3, R6 to get a clearer picture

Posted by Mr NoNeedToStudy > 2023-11-29 19:48 | Report Abuse

Yessss when calvin comments sure fly even higher ald !!! LETS GO ALL INNNNNNNNN

Posted by SEE_Research > 2023-11-30 08:03 | Report Abuse

A

Posted by gohkimhock > 2023-11-30 12:10 | Report Abuse

@calvan in every business there are trade receivables. Tell me which annual report you see zero trade receivables. Remember the Yinson case? There is no indication that all trade receivables will turn into bad debts as imagined by you. If the business is without receivables, it can be classified as a dead or dormant company already. I look at the Balance Sheet, Profit & Loss and the Cash Flow Statement only. All look healthy with positive cash flow. Can prove me wrong in the following next 4 quarters too..